Strategy Stock Picks
Your Favourite Quarterly Event with POEMS is Back!
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About Strategy & Stock Picks
Strategy & Stock Picks is a quarterly event organised specially for investors to gain professional insights into the outlook of the SG, MY, CN & HK, TH, ID, US, and JP markets and their stocks recommendation. Through these curated sessions, we aim to empower you with insights to better plan and develop your personal investment strategies for your financial goals.
We are entering a more tumultuous macro environment. Economic growth is pinned down by US tariff uncertainty and jittery bond markets. Singapore stands out as Asia's sole triple-A-rated sovereign credit, resilient currency, attractive equity valuations, returning more capital to shareholders and fiscal health to support the economy. Our analysts favour high dividend yielding sectors such as banks, conglomerates and REITs (foreign).
Seize this opportunity to learn from our research analysts and register for our Strategy and Stock Picks event!
Join us online to get valuable insights from our Research Analysts:
June 28, Sat, full-day event (Singapore Market, China & HK Markets, US Market)
June 30, Mon, 1 pm – 2 pm (Malaysia Market)
July 1, Tue, 1 pm – 2 pm (Japan Market)
July 2, Wed, 1 pm – 2 pm (Thailand Market)
July 3, Thu, 1 pm – 2 pm (Indonesia Market)
Programme Flow
Days Hours Minutes Seconds
Sat, 5 Apr 2025 | 10 am – 12 pm
Singapore Market
Paul Chew | Head of Research | Phillip Securities Research and his research analysts
Expand for synopsisIn this turbulent ocean of rising geopolitical tension and the threat of a trade war, Singapore equities remain a sea of calm. Companies are returning capital to shareholders at record levels through increased dividend payouts and share buybacks. The government is increasing fiscal spending and setting up a S$5bn fund to support equities. Sectors favoured by our analysts that are experiencing growth include banks, construction, defence, power, real estate and oil and gas services.
Days Hours Minutes Seconds
Sat, 28 Jun 2025 | 9 am - 5 pm
50th Anniversary Special
In this full-day event, market outlooks and stock picks for the Singapore Market, China & Hong Kong Markets, and the US Market will be covered.
Whether you’re investing in ETFs, DLCs, REITs, or exploring new opportunities, our curated sessions are designed to help you build smarter and make more informed investment decisions aligned with your financial goals. Enjoy fireside chats with top S-REIT management, fun games with prizes, and many more exciting activities happening on the event day. Stay tuned for more details!
China & HK Markets
Singapore Market
US Market
Days Hours Minutes SecondsMon, 30 Jun 2025 | 1 pm – 2 pm
Malaysia Market
JY Tan | Head of Research | Phillip Research Sdn Bhd
Expand for synopsisOur speaker will present an in-depth analysis of the Malaysian economy, explore key sectors, and offer stock recommendations during the session.
Days Hours Minutes Seconds
Tue, 1 Jul 2025 | 1 pm - 2 pm
Japan Market
Tomoyuki Misumi | Research Analyst | Phillip Securities Japan
Expand for synopsisOur speaker will present the financial results of major Japanese companies, including his model portfolio companies. He will also highlight key sectors and share strategic updates.
Days Hours Minutes Seconds
Tue, 15 Apr 2025 | 12 pm - 2 pm
China & Hong Kong Markets
Louis Wong | Director | Phillip Securities (HK) Limited
Expand for synopsisJoin us as Louis Wong, Director of Phillip Securities Hong Kong covers the outlook for the China & Hong Kong stock markets and his top stock picks for 2Q2025.
– China & Hong Kong Outlook 2Q2025
– Review of China & Hong Kong stock markets
– Stock Picks
– Q&A
Days Hours Minutes SecondsWed, 2 Jul 2025 | 1 pm - 2 pm
Thailand Market
Chutikan Santimetvirul | Head of Equity Strategy | Phillip Securities (Thailand) PCL
Adisorn Mungparnchon | Assistant Vice President | Phillip Securities (Thailand) PCL
Expand for synopsisAmid the ongoing trade war, our analysts assess the outlook for the Thai economy to identify which growth engines remain robust, evaluate the potential for policy rate cuts, and highlight equity investment opportunities in fundamentally sound stocks for Q3 2025.
Days Hours Minutes Seconds
Thu, 3 Jul 2025 | 1 pm - 2 pm
Indonesia Market
Jasa Adhimulya | Senior Equity Analyst | Phillip Sekuritas Indonesia
Expand for synopsisOur speaker would be sharing Indonesia 3Q25 Economic, Market and Investment Insight: Update and Outlook.
Days Hours Minutes SecondsThu, 10 Apr 2025 | 7.30 pm - 9 pm
United States Market (Technology Stocks)
Richard Siaw | Director | Global X ETFs
Glenn Thum | Senior Research Analyst | Phillip Securities Research
Helena Wang | Research Analyst | Phillip Securities Research
Zane Aw | Research Analyst | Phillip Securities Research
Expand for synopsisRecent policy changes under the new administration are already reshaping the US economy. For example, there is an increased focus on reshoring critical future industries, as well as accelerating electrification to support AI demand through nuclear power. These initiatives are creating new underappreciated investment opportunities. He would also elaborate how to position portfolios in the second quarter for these opportunities, offering insights for investors navigating a quickly evolving landscape and market, followed by our analysts covering various stocks in US big tech and banking sector.
What Others Say
"Better performance in terms of readiness, preparation was more thorough."
From Strategy & Stock Picks 1Q2025
“Good practical view and analysis of the market segments as usual.”
From Strategy & Stock Picks 2Q2025
“Quite good. Able to justify and explain their analysis and conclusion clearly.”
From Strategy & Stock Picks 3Q2024
“Clear explanation on rationale & basis for stock picks & Outlook. Great effort by the team that benefits retail investors keen on Singapore stock market.”
From Strategy & Stock Picks 4Q2024
Interested in The Event?
Register NowFeatured Speakers
Paul Chew
Head of Research Phillip Securities Research Paul has 20 years of experience as a fund manager and sell-side analyst. During his time as a fund manager, he has managed multiple funds and mandates including capital guaranteed, dividend income, renewable energy, single country and regionally focused funds. He graduated from Monash University and has completed both his Chartered Financial Analyst and Australian CPA programme.
Louis Wong
Director Phillip Securities (HK) Limited Mr. Louis Wong is the Director of Phillip Securities (HK) Limited and Phillip Capital Management (HK) Limited. He is one of the most experienced fund managers in Hong Kong with over 30 years of solid experience and a proven track record in the financial markets. His stock selection criteria are stringent, and he takes pride in his thorough understanding and sophisticated analysis of companies before making investment decisions.
Chutikan Santimetvirul
Head of Equity Strategy Phillip Securities (Thailand) PCL Ms. Chutikan Santimetvirul started her career as a derivative strategist at Phillip Securities (Thailand) in 2007 after she obtained an MBA in Finance from the National Institute of Development Administration (NIDA). She was recently promoted to Head of Equity Strategy at Phillip Research Thailand. With more than 15 years of investment strategy experience, she employs a top-down investment and technical approach to look for appropriate investment themes at the right times. She also updates both institutional and individual investors about the outlook for the Thai stock market.
Glenn Thum
Senior Research Analyst Phillip Securities Research Glenn specialise in the Banking and Finance sector, with 3 years of experience as a Credit Analyst at a Bank previously. During this time, he prepared credit proposals by conducting consistent critical analysis on the business, market, country and financial information. Glenn graduated with a Bachelor of Business Management from the University of Queensland with a double major in International Business and Human Resources.
Darren Chan
Senior Research Analyst Phillip Securities Research Darren has over three years of buy-side experience as a fund manager, when he managed multiple funds and mandates including dividend income, growth, as well as customised, Singapore focused and regionally focused funds. He graduated from the University of London with a First-Class Honours degree in Banking and Finance.
Zane Aw
Research Analyst Phillip Securities Research Zane analyses the stock market and conducts technical analysis to provide investment recommendations. He graduated from Nanyang Technological University with a Bachelor of Accountancy (Honours).
JY Tan
Head of Research Phillip Capital Malaysia JY is the Head of Research of Phillip Capital Malaysia. He has 10 years of sell side industry experience covering various industries including Energy, Petrochemical, Manufacturing, Automotive and Small-Cap in Malaysia. He is a fellow member of the Association of Chartered Certified Accountants (ACCA).
Miaomiao Liu
Research Analyst Phillip Securities Research Miaomiao mainly covers the Singapore REITs sector and graduated from Singapore Management University with a Bachelor's degree in Business Management.
Adisorn Mungparnchon
Assistant Vice PresidentPhillip Securities (Thailand) PCL Mr. Adisorn Mungparnchon joined Phillip Research Thailand as a sell-side equity analyst in 2013 and has now risen to the ranks of Assistant Vice President. Current sectors that he covers include banking and finance. Before joining Phillip Research Thailand, he spent more than eight years at Kiatnakin Securities where he specialised in banking and finance sectors. He graduated with a MA degree in Business and Economics from the Thai Chamber of Commerce University.
Helena Wang
Research Analyst Phillip Securities Research Helena covers Hardware, Marketplaces, and ETFs. Helena graduated with a Master’s degree in Financial Technology from Nanyang Technological University.
Jasa Adhimulya
Senior Equity Analyst Phillip Sekuritas Indonesia Mr. Jasa Adhimulya has 15 years of experience in the Indonesian capital market. He graduated from Suffolk University in Boston, USA with a Bachelor of Science in Business Administration. He received his post-graduate degree from Griffith University in Brisbane, Australia.
Tomoyuki Misumi
Research Analyst Phillip Securities Japan After gaining experience in the finance department of a business company and completing a fund due diligence assignment in wealth management, Tomoyuki Misumi now works as a research analyst in the research department of Phillip Securities Japan. He focuses on fundamental analysis of small-cap firms listed on the Tokyo Pro Market and contributes to strategic research for Japanese retail investors.
Yik Ban Chong
Research Aalyst Phillip Securities Research Ben covers fundamental research on construction and semiconductor companies. He graduated from the National University of Singapore with a Second-Upper Honours Degree in Industrial and Systems Engineering.Frequently Asked Questions
Do I have to register separately for individual webinars?No, you will be registered for all sessions. However, you may choose to attend certain sessions.
Do I need a Zoom account to join the webinar?You do not need a Zoom account to join the webinar. Simply click the link in the confirmation email and join the session via Zoom Web Client (works best on Chrome). Alternatively, you can download Zoom on desktop or mobile device before the session starts.
Will I receive a reminder to join the webinar?Yes, you will receive email reminders 1 day, and 1 hour prior to the webinar. Do check your email for the link.
Will the webinar be recorded?The recorded webinars will be available on our Facebook page and our YouTube page.
How can I receive a copy of the presentation slides?You will receive an email within 5 working days after the webinar serie, up attending the respective market.
How does Q&A work?We are using an up-vote system where Q&A will start from questions with the highest number of votes. Due to time constraints, similar questions will only be answered once. Additionally, speakers will only answer questions specific to the presenting market. We will clear all questions after each session to avoid confusing the next speaker.
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Disclaimer
Please note that by providing your personal data to register for this event, you give consent to (Phillip Securities Pte Ltd(“PSPL”)), its employees and agents, and/or third-party service providers (whether in or out of Singapore) to collect, use, and/or disclose your personal data for the following purposes:
- To administer your participation in the event;
- To send information and/or updates by post, email, text messages or social media about our events or those of third parties that we think may interest you.
You also acknowledge that photography and videography may be taken during the event, and you give consent to PSPL to collect, use and/or disclose your photograph, voice, likeness and image in any broadcasts of this event for marketing, advertising, and/or administrative purposes.
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