Your Favourite Quarterly Event with POEMS is Back!

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.

Through these curated sessions, we aim to empower you with insights to better plan and develop your personal investment strategies for your financial goals.

Macro conditions are expected to remain sluggish with downside risk for the US economy. A rate cut by the Federal Reserve in 2H24 will act as a catalyst to spur the economy. In Singapore, our analysts favour REITs and interest rates sensitive sectors as the market prices are in an easing cycle. They also favour selected stocks with earnings visibility and attractive yields in the transport, defence and manufacturing sectors.

Seize this opportunity to learn from our research analysts and register for Strategy and Stock Picks event!

Join us online to get valuable insights from our Research Analysts:

January 11, Thu, 7:30 p.m. – 9 p.m. (US Market)
January 13, Sat, 10 a.m. – 12 p.m. (Singapore Market)
January 15, Mon, 1 p.m. – 2 p.m. (Malaysia Market)
January 16, Tue, 12 p.m. – 2 p.m. (China and Hong Kong Markets)
January 17, Wed, 1 p.m. – 2 p.m. (Thailand Market)
January 18, Thu, 1 p.m. – 1:45 p.m. (Indonesia Market)
January 19, Fri, 1 p.m. – 2 p.m. (Japan Market)

Programme Flow

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Thu, 11 Jan 2024 | 7.30 pm – 9 pm

United States Market (Technology Stocks)​

Jonathan Woo | Senior Research Analyst | Phillip Securities Research 

Glenn Thum | Senior Research Analyst | Phillip Securities Research 

Ambrish Shah | Research Analyst | Phillip Securities Research 

Zane Aw | Research Analyst | Phillip Securities Research 

Join us as our Research Analysts share their insights on the outlook for Big Tech stocks (Meta, Apple, Amazon, Netflix, Google & Microsoft) in the US stock market for 1Q2024! The team will also provide a brief overview of the US Banking sector.

Thu, 11 Jan 2023 | 7.30 pm – 9 pm

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United States Market (Technology Stocks)​

Jonathan Woo | Senior Research Analyst | Phillip Securities Research 

Glenn Thum | Senior Research Analyst | Phillip Securities Research 

Ambrish Shah | Research Analyst | Phillip Securities Research 

Zane Aw | Research Analyst | Phillip Securities Research 

Join us as our Research Analysts share their insights on the outlook for Big Tech stocks (Meta, Apple, Amazon, Netflix, Google & Microsoft) in the US stock market for 1Q2024! The team will also provide a brief overview of the US Banking sector.

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Sat, 13 Jan 2024 | 10 am – 12 pm

Singapore Market

Paul Chew | Head of Research | Phillip Securities Research & Team

Macro conditions are expected to remain sluggish with downside risk for the US economy. A rate cut by the Federal Reserve in 2H24 will act as a catalyst to spur the economy. In Singapore, our analysts favour REITs and interest rates sensitive sectors as the market prices are in an easing cycle. They also favour selected stocks with earnings visibility and attractive yields in the transport, defence and manufacturing sectors.

Days
Hours
Minutes
Seconds

Sat, 13 Jan 2023 | 10 am – 12 pm

Singapore Market

Paul Chew | Head of Research | Phillip Securities Research & Team

Macro conditions are expected to remain sluggish with downside risk for the US economy. A rate cut by the Federal Reserve in 2H24 will act as a catalyst to spur the economy. In Singapore, our analysts favour REITs and interest rates sensitive sectors as the market prices are in an easing cycle. They also favour selected stocks with earnings visibility and attractive yields in the transport, defence and manufacturing sectors.

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Mon, 15 Jan 2024 | 1 pm – 2 pm

Malaysia Market​

JY Tan | Head of Research | Phillip Research Sdn Bhd

Thong Kei Jun | Analyst | Phillip Research Sdn Bhd

Lucas Sim | Analyst | Phillip Research Sdn Bhd

Join us as our analysts would will recap the Malaysia market for 2023 and where it stands against the rest of the world. Moreover, they will explain how Malaysia will outperform the broader market. Lastly, the team will focus on thematic ideas and explore where the opportunities lie.

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Mon, 15 Jan 2024 | 1 pm – 2 pm

Malaysia Market​

JY Tan | Head of Research | Phillip Capital Malaysia

Thong Kei Jun | Analyst | Phillip Research Sdn Bhd

Lucas Sim | Analyst | Phillip Research Sdn Bhd

Join us as our analysts would will recap the Malaysia market for 2023 and where it stands against the rest of the world. Moreover, they will explain how Malaysia will outperform the broader market. Lastly, the team will focus on thematic ideas and explore where the opportunities lie.

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Tue, 16 Jan 2024 | 12 pm – 2 pm

China & Hong Kong Market

Louis Wong | Director | Phillip Securities (HK) Limited

Join 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 1Q2024.

– China & Hong Kong Outlook 1Q2024

– Review of China & Hong Kong stock markets

– Stock Picks

– Q&A session

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Tue, 16 Jan 2024 | 12 pm – 2 pm

China & Hong Kong Market

Louis Wong | Director | Phillip Securities (HK) Limited

Join 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 1Q2024.

– China & Hong Kong Outlook 1Q2024

– Review of China & Hong Kong stock markets

– Stock Picks

– Q&A session

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Wed, 17 Jan 2024 | 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

The Thai stock market looks set to start 1Q24 with surrounding favorable conditions, particularly expectations that the interest rate upcycle is nearing its end, potentially leading to a decline in bond yields. This prospect is anticipated to give a boost to the business sector in terms of reduced financial costs and higher profits of SET-listed firms. Additionally, the market is likely to receive support from the country’s economic recovery, propelled by various government assistance measures. Furthermore, the anticipated economic recovery of China and other countries in the region is expected to help the market weather the difficult time, with the potential for a gradual rebound in the future.

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Wed, 17 Jan 2024 | 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

The Thai stock market looks set to start 1Q24 with surrounding favorable conditions, particularly expectations that the interest rate upcycle is nearing its end, potentially leading to a decline in bond yields. This prospect is anticipated to give a boost to the business sector in terms of reduced financial costs and higher profits of SET-listed firms. Additionally, the market is likely to receive support from the country’s economic recovery, propelled by various government assistance measures. Furthermore, the anticipated economic recovery of China and other countries in the region is expected to help the market weather the difficult time, with the potential for a gradual rebound in the future.

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Thu, 18 Jan 2024| 1 pm – 2 pm

Indonesia Market

Jasa Adhimulya | Senior Equity Analyst | Phillip Sekuritas Indonesia

Join us as we share our thoughts on the Indonesia stock market:– Economic & Market Outlook 1Q2024– Review & Sector Pick– Q&A for the session

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Thu, 18 Jan 2024 | 1 pm – 2 pm

Indonesia Market

Jasa Adhimulya | Senior Equity Analyst | Phillip Sekuritas Indonesia

Join us as we share our thoughts on the Indonesia stock market:– Economic & Market Outlook 1Q2024– Review & Sector Pick– Q&A for the session

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Fri, 19 Jan 2024 | 1 pm – 2 pm

Japan Market

Tomoyuki Misumi | Research Analyst | Phillip Securities Japan

Review of Monetary policy of BOJ and recent corporate governance advancement in 4Q23 and Overall sector performance review of Japanese Stocks in 2023. Review of strategic portfolio and updated strategy and portfolio stock picks.

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Fri, 19 Jan 2024 | 1 pm – 2 pm

Japan Market

Tomoyuki Misumi | Research Analyst | Phillip Securities Japan

Review of Monetary policy of BOJ and recent corporate governance advancement in 4Q23 and Overall sector performance review of Japanese Stocks in 2023. Review of strategic portfolio and updated strategy and portfolio stock picks.

What Others Say

Interested in The Event?

Featured 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 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 had 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 the Director of Phillip Capital Management (HK) Limited. He is one of the most experienced fund managers in Hong Kong. He has over 30 years of solid experience and track record in the financial markets. His stock selection criteria is stringent, and prides on having thoughtful understanding and sophisticated analysis of companies before investment decisions are made. He is the host of financial programmes associated with Hong Kong Cable Television and HK Metro Radio. He has been awarded by the Putonghua Channel of Radio Television Hong Kong as the best financial analyst for 3 years. In addition, he was the financial columnist for Hong Kong Economic Times, Oriental Daily, Ming Pao and Yahoo HK. Mr. Wong is the author of three popular investment guidebooks. He has served as part-time instructor of several investment courses in various Hong Kong universities like City University of Hong Kong, Polytechnic University of Hong Kong and Lingnan University.

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.

Peggy Mak

Manager
Phillip Securities Research
Peggy covers mainly the Asian markets, having worked 22 years as a sell-side equity analyst and 15 years in fund management for private and public equities. Recently, she held the position of Chief Investment Officer for the Phillip Managed Account team, and served as the Head of Research at SAC Capital Private Limited.

Jonathan Woo Ke-Jun

Senior Research Analyst
Phillip Securities Research
Jonathan covers the US technology sector focusing on software companies. He graduated with a Bachelor’s Degree in Social Sciences from the University of Oregon.

Darren Chan

Research Analyst
Phillip Securities Research
Darren has over three years of experience on the buy-side as a fund manager. During his time as fund manager, he has 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.

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.

Ambrish Shah

Research Analyst
Phillip Securities Research
Ambrish covers the US technology sector focusing on Software/Services companies. He has close to 12 years of hands-on experience in conducting in-depth fundamental analysis and writing research reports of the analysis to provide prospective investment ideas. Ambrish earned his MBA in finance in 2010.

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).

Adisorn Mungparnchon

Assistant Vice President
Phillip 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.

JY Tan

Head of Research 
Phillip Capital Research Sdn Bhd
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).

Thong Kei Jun 

Analyst 
Phillip Research Sdn Bhd
Thong Kei Jun sits with Phillip Research Sdn Bhd as Analyst covering Construction and Property sector in Malaysia.

Lucas Sim

Research Analyst
Phillip Capital Research Sdn Bhd
Lucas holds a finance degree from Sunway University, currently covering the Tech sector in Malaysia.

Jasa Adhimulya

Senior Equity Analyst 
Phillip Sekuritas Indonesia
Mr. Adhimulya has 15 years of experience in Indonesia 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 experiencing finance department of business company and fund due diligence assignment at wealth management, Tomoyuki Misumi sits at research department of Phillip Securities Japan as research analyst. He covers fundamental analysis of small-cap firms listed at Tokyo Pro Market. He also contributes to the strategic research for Japanese retail investors.

Glenn Thum

Research Analyst Phillip Securities Research
Glenn covers the Banking and Finance sector. He has had 3 years of experience as a Credit Analyst in a Bank, where 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.

Frequently Asked Questions

No, you will be registered for all sessions. However, you may choose to attend certain sessions.

You do not need a Zoom account to join the webinar. Please click on the link in the confirmation email and join the session via Zoom Web Client (works best on Chrome) or download Zoom on desktop or mobile before the session starts.

You will receive an email reminders 1 day, and 1 hour prior to the webinar. Do check your email for the link to join.

The recorded webinars will be available on our Facebook page and our YouTube page.

You will receive an email within 5 working days after the webinar. You will be guided on how to download the materials.

We are using the up-vote system where Q&A will start from questions with the highest number of votes. Due to time constraint, similar questions will only be answered once. Also, speakers will only answer questions specific to the presenting market. We will clear off all the questions after each session so as not to confuse 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:

  1. To administer your participation in the event;
  2. 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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IMPORTANT INFORMATION

This material is provided by Phillip Capital Management (S) Ltd (“PCM”) for general information only and does not constitute a recommendation, an offer to sell, or a solicitation of any offer to invest in any of the exchange-traded fund (“ETF”) or the unit trust (“Products”) mentioned herein. It does not have any regard to your specific investment objectives, financial situation and any of your particular needs. You should read the Prospectus and the accompanying Product Highlights Sheet (“PHS”) for key features, key risks and other important information of the Products and obtain advice from a financial adviser (“FA“) pursuant to a separate engagement before making a commitment to invest in the Products. In the event that you choose not to obtain advice from a FA, you should assess whether the Products are suitable for you before proceeding to invest. A copy of the Prospectus and PHS are available from PCM, any of its Participating Dealers (“PDs“) for the ETF, or any of its authorised distributors for the unit trust managed by PCM.  

An ETF is not like a typical unit trust as the units of the ETF (the “Units“) are to be listed and traded like any share on the Singapore Exchange Securities Trading Limited (“SGX-ST”). Listing on the SGX-ST does not guarantee a liquid market for the Units which may be traded at prices above or below its NAV or may be suspended or delisted. Investors may buy or sell the Units on SGX-ST when it is listed. Investors cannot create or redeem Units directly with PCM and have no rights to request PCM to redeem or purchase their Units. Creation and redemption of Units are through PDs if investors are clients of the PDs, who have no obligation to agree to create or redeem Units on behalf of any investor and may impose terms and conditions in connection with such creation or redemption orders. Please refer to the Prospectus of the ETF for more details.  

Investments are subject to investment risks including the possible loss of the principal amount invested. The purchase of a unit in a fund is not the same as placing your money on deposit with a bank or deposit-taking company. There is no guarantee as to the amount of capital invested or return received. The value of the units and the income accruing to the units may fall or rise. Past performance is not necessarily indicative of the future or likely performance of the Products. There can be no assurance that investment objectives will be achieved.  

Where applicable, fund(s) may invest in financial derivatives and/or participate in securities lending and repurchase transactions for the purpose of hedging and/or efficient portfolio management, subject to the relevant regulatory requirements. PCM reserves the discretion to determine if currency exposure should be hedged actively, passively or not at all, in the best interest of the Products.  

The regular dividend distributions, out of either income and/or capital, are not guaranteed and subject to PCM’s discretion. Past payout yields and payments do not represent future payout yields and payments. Such dividend distributions will reduce the available capital for reinvestment and may result in an immediate decrease in the net asset value (“NAV”) of the Products. Please refer to <www.phillipfunds.com> for more information in relation to the dividend distributions.  

The information provided herein may be obtained or compiled from public and/or third party sources that PCM has no reason to believe are unreliable. Any opinion or view herein is an expression of belief of the individual author or the indicated source (as applicable) only. PCM makes no representation or warranty that such information is accurate, complete, verified or should be relied upon as such. The information does not constitute, and should not be used as a substitute for tax, legal or investment advice.  

The information herein are not for any person in any jurisdiction or country where such distribution or availability for use would contravene any applicable law or regulation or would subject PCM to any registration or licensing requirement in such jurisdiction or country. The Products is not offered to U.S. Persons. PhillipCapital Group of Companies, including PCM, their affiliates and/or their officers, directors and/or employees may own or have positions in the Products. Any member of the PhillipCapital Group of Companies may have acted upon or used the information, analyses and opinions herein before they have been published. 

This advertisement has not been reviewed by the Monetary Authority of Singapore.  

 

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250 North Bridge Road #06-00, Raffles City Tower ,Singapore 179101 
Tel: (65) 6230 8133 Fax: (65) 65383066 www.phillipfunds.com