Your Favourite Quarterly Event with POEMS is Back!

Sign Up Now

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 this specially curated event, we hope investors can better plan ahead and invest in companies that suit their investment strategies and goals.

With global growth drifting lower, our analysts expect a lacklustre 4Q23 equity performance. China has historically accounted for 30% of global growth. Absent a Chinese stimulus and interest rates remaining elevated, we are facing a sluggish environment for equities. Areas of growth for Singapore equities are banking, hospitality, utilities, and defence.

Interested in receiving market insights and learning about our Phillip Securities Research’s strategy for 4Q2023?

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

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

Programme Flow

Sat, 7 Oct 2023 | 10 am – 12 pm

Singapore Market

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

With global growth drifting lower, our analysts expect a lacklustre 4Q23 equity performance. China has historically accounted for 30% of global growth. Absent a Chinese stimulus and interest rate remaining elevated, we are facing a sluggish environment for equities. Areas of growth for Singapore equities are banking, hospitality, utilities and defence.

Sat, 7 Oct 2023 | 10 am – 12 pm

Singapore Market

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

With global growth drifting lower, our analysts expect a lacklustre 4Q23 equity performance. China has historically accounted for 30% of global growth. Absent a Chinese stimulus and interest rate remaining elevated, we are facing a sluggish environment for equities. Areas of growth for Singapore equities are banking, hospitality, utilities and defence.

Mon, 9 Oct 2023 | 1 pm – 2 pm

Malaysia Market​

JY Tan | Head of Research | Phillip Capital Malaysia

Thong Kei Jun | Analyst | Phillip Research Sdn Bhd

Join us as our Analysts cover a recap of the YTD2023 Malaysia market, and discuss Malaysia’s performance in the global context. He will also share how Malaysia can outperform the broader market amidst the looming US recession fear and identify pockets of opportunity. Lastly, he will focus on sectors that provide visibility of clear earnings.

Mon, 9 Oct 2023 | 1 pm – 2 pm

Malaysia Market​

JY Tan | Head of Research | Phillip Capital Malaysia

Thong Kei Jun | Analyst | Phillip Research Sdn Bhd

Join us as our Analysts cover a recap of the YTD2023 Malaysia market, and discuss Malaysia’s performance in the global context. He will also share how Malaysia can outperform the broader market amidst the looming US recession fear and identify pockets of opportunity. Lastly, he will focus on sectors that provide visibility of clear earnings.

Wed, 11 Oct 2023 | 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

As Thailand approaches the high season for tourism and consumption, this is expected to further drive its economic recovery. The clarity in the political landscape and the formation of a new government are creating hopes that the country will move forward with new economic stimulus policies. The country’s policy interest rate is seen to have reached its highest level, and private investment also shows growth potential. In addition, geopolitical conflicts are providing the impetus for the relocation of production bases to Thailand and an increase in FDI in the country. These factors are anticipated to give a boost to the Thai stock market in 4Q.

Wed, 11 Oct 2023 | 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

As Thailand approaches the high season for tourism and consumption, this is expected to further drive its economic recovery. The clarity in the political landscape and the formation of a new government are creating hopes that the country will move forward with new economic stimulus policies. The country’s policy interest rate is seen to have reached its highest level, and private investment also shows growth potential. In addition, geopolitical conflicts are providing the impetus for the relocation of production bases to Thailand and an increase in FDI in the country. These factors are anticipated to give a boost to the Thai stock market in 4Q.

Thu, 12 Oct 2023 | 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 4Q23– Review & Sector Pick– Q&A for the session

Thu, 12 Oct 2023 | 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 4Q23– Review & Sector Pick– Q&A for the session

Thu, 12 Oct 2023 | 7.30 pm – 9 pm

United States Market (Technology Stocks)​

Jonathan Woo | Senior Research Analyst | Phillip Securities Research 

Ambrish Shah | Research Analyst | Phillip Securities Research 

Zane Aw | Research Analyst | Phillip Securities Research 

Maximilian Koeswoyo | Research Analyst | Phillip Securities Research

Join us as our Research Analysts share their insights on the outlook for Big Tech (Meta, Apple, Amazon, Netflix, Google & Microsoft) in 4Q2023! 

Thu, 12 Oct 2023 | 7.30 pm – 9 pm

United States Market (Technology Stocks)​

Jonathan Woo | Senior Research Analyst | Phillip Securities Research 

Ambrish Shah | Research Analyst | Phillip Securities Research 

Zane Aw | Research Analyst | Phillip Securities Research 

Maximilian Koeswoyo | Research Analyst | Phillip Securities Research

Join us as our Research Analysts share their insights on the outlook for Big Tech (Meta, Apple, Amazon, Netflix, Google & Microsoft) in 4Q2023! 

Fri, 13 Oct 2023 | 1 pm – 2 pm

Japan Market

Tomoyuki Misumi | Research Analyst | Phillip Securities Japan

Join us as our analyst shares his thoughts on the review and prediction on the JPY/USD exchange rate movement with reference to Monetary Policy differences between the US and Japan. He will also discuss the evolving narrative of Japanese companies, exploring both their strengths and challenges, and how they are adapting to change. He will end his session with review of strategic portfolios, providing detail insights into individual companies along with suggestions for expanding portfolio stocks with a thematic approach.

Fri, 13 Oct 2023 | 1 pm – 2 pm

Japan Market

Tomoyuki Misumi | Research Analyst | Phillip Securities Japan

Join us as our analyst shares his thoughts on the review and prediction on the JPY/USD exchange rate movement with reference to Monetary Policy differences between the US and Japan. He will also discuss the evolving narrative of Japanese companies, exploring both their strengths and challenges, and how they are adapting to change. He will end his session with review of strategic portfolios, providing detail insights into individual companies along with suggestions for expanding portfolio stocks with a thematic approach.

Tue, 17 Oct 2023 | 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 4Q2023.

– China & Hong Kong Outlook 4Q2023

– Review of China & Hong Kong stock markets

– Stock Picks

– Q&A session

Tue, 17 Oct 2023 | 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 4Q2023.

– China & Hong Kong Outlook 4Q2023

– Review of China & Hong Kong stock markets

– Stock Picks

– Q&A session

What Others Say

“Valuable information. Keep up the good work. I like Paul as he has a sense of humour on a serious topic like investing.”
From Strategy & Stock Picks 2Q2023
From Strategy & Stock Picks 2Q2023
“Keep up the good work; look forward to the outcome of the 2023 predictions/analysis.”
From Strategy & Stock Picks 1Q2023
From Strategy & Stock Picks 1Q2023
“Good job on starting punctually at 9am unlike many webinars where they will wait a few more minutes for late comers. Kudos too to Paul for his subtle humor.”
From Strategy & Stock Picks 4Q2022
From Strategy & Stock Picks 4Q2022
“Quite good. Able to justify and explain their analysis and conclusion clearly.”
From Strategy & Stock Picks 3Q2023
From Strategy & Stock Picks 3Q2023
Previous
Next

Interested in The Event?

Register Now

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.

Maximilian Koeswoyo

Research Analyst
Phillip Securities Research
Maximilian covers mainly the US technology sector. He strives to be a globalised citizen to get continuous exposure to the fundamentals of companies from various industries. He graduated from Singapore Management University holding a Bachelor’s degree in Business Management.

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.

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).

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.

Subscribe to our newsletter for the latest news.

By submitting, you agree to receive email communication fom POEMS, including recent news, events and seminars, promotions, articles.
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.

Contact us to Open an Account

Need Assistance? Share your Details and we’ll get back to you