Your Favourite Quarterly Event
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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, HK & CN, US, MY and Emerging stock 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 inflation still stubborn, markets are swinging back to the 2022 inflation trade of long US dollars, short Bonds and Equities. Our Research Analysts opine that tight monetary policy works with a lag and signals for a potential manufacturing recession, especially in exports. Their strategy is to be defensive through REITs while favouring banks for their attractive dividend yield, resilient balance sheet and exposure to a recovering China market.
Interested to receive more market insights and learn more about our Phillip Securities Research’s strategy for 2Q2023?
Join us online to get valuable insights from our Research Analysts:
- Singapore Market: 1 April 10am
- China and Hong Kong Markets: 3 April 12pm
- Malaysia Market: 4 April 1pm
- Emerging Markets: 5 April 1pm
- US market: 6 April 7.30pm
Programme Flow
1 April 2023 | 10 am – 12 pm
Paul Chew | Head of Research | Phillip Securities Research & Team

Singapore Market
Paul Chew | Head of Research | Phillip Securities Research & Team
Expand for synopsisWith inflation still stubborn, markets are swinging back to the 2022 inflation trade of long US dollars, short Bonds and Equities. Our Research Analysts opine that tight monetary policy works with a lag and signals for a potential manufacturing recession, especially in exports. Their strategy is to be defensive through REITs while favouring banks for their attractive dividend yield, resilient balance sheet and exposure to a recovering China market.
3 April 2023 | 12 pm – 2 pm
Louis Wong | Director | Phillip Securities (HK) Limited

China & Hong Kong Market
Louis Wong | Director | Phillip Securities (HK) Limited
Expand for synopsis
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 2Q2023.
– China & Hong Kong Outlook 2Q2023
– Review of China & Hong Kong stock markets
– Stock Picks
– Q&A for the session
4 April 2023 | 1 pm – 2 pm
Nurul Farhana Binti Noor Saidi | Strategist | Phillip Research Sdn Bhd
Thong Kei Jun | Analyst | Phillip Research Sdn Bhd

Malaysia Market
Nurul Farhana Binti Noor Saidi | Strategist | Phillip Research Sdn Bhd
Thong Kei Jun | Analyst | Phillip Research Sdn Bhd
Join us as our Strategist from Phillip Research Sdn Bhd covers the Malaysia market outlook and update on the retabling of Budget 2023, and our Analyst would cover counters including Gamuda Bhd and Lagenda Properties Bhd.
5 April 2023 | 1 pm – 2.30 pm
Paul Chew | Head of Research | Phillip Securities Research
Chutikan Santimetvirul | Head of Equity Strategy | Phillip Securities (Thailand) PCL
Adisorn Mungparnchon | Assistant Vice President | Phillip Securities (Thailand) PCL
Ali Akova | Research Analyst | PhillipCapital Turkey

Emerging Markets (Thailand & Turkey)
Paul Chew | Head of Research | Phillip Securities Research
Chutikan Santimetvirul | Head of Equity Strategy | Phillip Securities (Thailand) PCL
Adisorn Mungparnchon | Assistant Vice President | Phillip Securities (Thailand) PCL
Ali Akova | Research Analyst | PhillipCapital Turkey
This session is a round table panel discussion moderated by Paul Chew, Head of Research. Our speakers from Thailand, Head of Equity Strategy and Equity Analyst from the Phillip Securities (Thailand) PCL team, will cover the Thailand market performance and stock picks. Our speakers from Turkey will also touch on the Inflation in Turkey and how it has impacted different asset classes.
6 April 2023 | 7.30 pm – 9 pm
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

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 thoughts on the outlook for Big Tech (Meta, Apple, Amazon, Netflix, Google & Microsoft) in 2Q2023!
What Others Say
“Keep up the good work; look forward to the outcome of the 2023 predictions/analysis.”
“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.”
“Very well presented and insightful into the stock picks and industries”
“All are good and informative. Always try their best to answer all queries.”
Interested in The Event?
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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;
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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.