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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.
With FY24 earnings expected to be sluggish, our focus is on stocks with attractive yields and earnings visibility. Bank dividend yields are becoming more appealing and we believe earnings are resilient due to more stable funding costs and growth in fee income. Additionally, we will also discuss stock ideas with clear earnings growth prospect.
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:
April 12, Fri, 12 p.m. – 2 p.m. (China & Hong Kong Market)
April 15, Mon, 1 p.m. – 2 p.m. (Malaysia Market)
April 17, Wed, 1 p.m. – 2 p.m. (Thailand Market)
April 18, Thu, 1 p.m. – 1:45 p.m. (Indonesia Market)
April 18, Thu, 7:30 p.m. – 9 p.m. (US Market)
April 19, Fri, 1 p.m. – 2 p.m. (Japan Market)
April 20, Sat, 10 a.m. – 12 p.m. (Singapore Market)
Programme Flow
Fri, 12 Apr 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 2Q2024.
– China & Hong Kong Outlook 2Q2024
– Review of China & Hong Kong stock markets
– Stock Picks
– Q&A session
Fri, 12 Apr 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 2Q2024.
– China & Hong Kong Outlook 2Q2024
– Review of China & Hong Kong stock markets
– Stock Picks
– Q&A session
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 1Q24 and where it stands against the rest of the world. Moreover, they will Identify market opportunities in 2Q24. Lastly, the team would focus on sectors including construction, property, solar, as well as tech, and stocks recommendation for the sectors respectively.
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 1Q24 and where it stands against the rest of the world. Moreover, they will Identify market opportunities in 2Q24. Lastly, the team would focus on sectors including construction, property, solar, as well as tech, and stocks recommendation for the sectors respectively.
Wed, 17 Apr 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
Wed, 17 Apr 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
Thu, 18 Apr 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 2Q2024
– Review & Sector Pick
– Q&A for the session
Thu, 18 Apr 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 2Q2024
– Review & Sector Pick
– Q&A for the session
Thu, 18 Apr 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 2Q2024! The team will also provide a brief overview of the US Banking sector.
Thu, 18 Apr 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 2Q2024! The team will also provide a brief overview of the US Banking sector.
Fri, 19 Apr 2024 | 1 pm – 2 pm
Japan Market
Tomoyuki Misumi | Research Analyst | Phillip Securities Japan
Join us as our speaker will review and analyse the BOJ’s monetary policy change and discuss whether the end of the massive easing policy framework would impact Japan’s economic perspective. He will also share a sector performance breakdown of Nikkei and TOPIX to specify the return attributions. Finally, he will discuss the performance measurement of the model portfolio and selected stocks, showing their perspectives and extensions to selected investment themes.
Fri, 19 Apr 2024 | 1 pm – 2 pm
Japan Market
Tomoyuki Misumi | Research Analyst | Phillip Securities Japan
Join us as our speaker will review and analyse the BOJ’s monetary policy change and discuss whether the end of the massive easing policy framework would impact Japan’s economic perspective. He will also share a sector performance breakdown of Nikkei and TOPIX to specify the return attributions. Finally, he will discuss the performance measurement of the model portfolio and selected stocks, showing their perspectives and extensions to selected investment themes.
Sat, 20 Apr 2024 | 10 am – 12 pm
Singapore Market
Paul Chew | Head of Research | Phillip Securities Research & Team
With the sluggish earnings expected for FY24, we focus on stocks with attractive yields and earnings visibility. Bank dividend yields are turning more attractive and we believe earnings are resilient from more stable funding costs and growth in fee income. We will also discuss stock ideas with earnings growth visibility.
Sat, 20 Apr 2024 | 10 am – 12 pm
Singapore Market
Paul Chew | Head of Research | Phillip Securities Research & Team
With the sluggish earnings expected for FY24, we focus on stocks with attractive yields and earnings visibility. Bank dividend yields are turning more attractive and we believe earnings are resilient from more stable funding costs and growth in fee income. We will also discuss stock ideas with earnings growth visibility.
What Others Say
Interested in The Event?
Featured Speakers
Paul Chew
Louis Wong
Chutikan Santimetvirul
Peggy Mak
Jonathan Woo Ke-Jun
Darren Chan
Miaomiao Liu
Ambrish Shah
Zane Aw
Adisorn Mungparnchon
Phillip Securities (Thailand) PCL
JY Tan
Thong Kei Jun
Lucas Sim
Jasa Adhimulya
Tomoyuki Misumi
Glenn Thum
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:
- 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.