Market Journal
Ever thought of healthcare as an investment? Healthcare stocks can form an integral part of one’s portfolio for its 1) resilient earnings; and 2) potential organic earnings growth due to healthcare cost inflation. In Singapore, there are 2 fundamental trends that define the upside of the healthcare industry. 1) Aging Population and Longer Life Expectancy…Read More
This trading week may prove to be exciting to many due to various events which happened over the weekend and also the upcoming events this week. The following news may have the most impact to the global and regional markets. 1) US Job Reports failed to Match Expectations The US economy added 138,000 jobs in…Read More
Gloomy industries outlooks from the oil and gas, property and banking, coupled with lukewarm political ties with China are undermining growth prospects for Singapore’s economy. Investors may consider investing into regional markets as a form of diversification and to tap into China’s one belt one road initiative. Investing in stocks listed on the Hong Kong…Read More
Croesus Retail Q3 2017 Earnings Update For this week, I will be posting an earnings update on Croesus Retail Trust (CRT), which announced their third quarter earnings. CRT is the first Asia Pacific retail business trust listed on SGX with an initial focus in Japan. Currently their portfolio of core assets are derived there but…Read More
1) How do you expect STI to perform in the coming week? Today STI rose slightly mainly due to the results of the French presidential election which is in line with analysts’ expectations. Other Asian markets were also impacted by it, such as the HSI which rose approximately 0.4% and the Nikkei 225 index which…Read More
With all the on-going news on take-overs, new entrant and upcoming release of results for the telco sector, I thought it will be good to share on a few points to look out for while analyzing telco companies. Telecoms’ performance are usually judged on the following: 1) Ability to retain and grow their customer base…Read More
M1 Earnings Update It is earnings season again and we have M1 leading the pack, releasing their first quarter earnings early last week. M1’s business is segregated into four segments, namely mobile services, fixed services, international call services, and handset sales; the first three are collectively known as Services revenue. Based on their first quarter…Read More
Geopolitical events & Risks We all know about the U.S. missile strike 2 weeks ago, in which they launched 59 missiles on a Syrian government airbase. Last Thursday, they dropped the largest non-nuclear bomb in Afghanistan. And last but not least, multiple senior U.S. intelligence officials have said that the U.S. is prepared to launch…Read More
With equity indices trading higher, uncertainties on US policy such as possible tax tariff and increased tension on the Korean Peninsula, passive income assets such as Real Estate Investment Trust (REIT) have once again garnered strong interest. Comparing to last week’s closing, FTSE ST REIT Index has gain 1.32% while STI only managed to inch…Read More
This trading week may prove to be exciting to many due to various events which happened over the weekend and also the upcoming events this week. The following 3 pieces of news may have the most impact to the global and regional markets. 1) Trump’s healthcare bill failed to pass through Congress With the collapse…Read More

