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, 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

Singapore Market​

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

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.

3 April 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 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

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

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

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.”
From Strategy & Stock Picks 1Q2023
From Strategy & Stock Picks 1Q2023
“Very well presented and insightful into the stock picks and industries”
From Strategy & Stock Picks 3Q2022
From Strategy & Stock Picks 3Q2022
“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
“All are good and informative. Always try their best to answer all queries.”
From Strategy & Stock Picks 2Q2022
From Strategy & Stock Picks 2Q2022
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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.

Nurul Farhana Binti Noor Saidi

Strategist
Phillip Research Sdn Bhd
Ms. Farhana joined PhillipCapital Group in August 2015 as an analyst, in Phillip Research Sdn bhd. She has performed Unit Trust, ETF and equity research including construction of model portfolios. She also leads the team to provide research reports for local ETF under the Bursa ETF Research Scheme and developing in-house Quant project for stocks and macro models. She also participates closely in the development of ETF for conceptualising, designing and finalising the index while working closely with the Chief Strategist. She graduated from Temple University, Fox School of Business in USA with a Bachelor in Business Administration Major in Actuarial Science and Minor in Information Technology Innovation & Entrepreneurship (ITIE). She holds a Capital Market Services Representative License (eCMSL/B6799/2016)

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.

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).

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.

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.

Ali Akova

Research Analyst 
PhillipCapital Turkey
Ali Akova earned bachelor’s degree in philosophy from Galatasaray University in 2019 and have been working as an equity research analyst for Phillip Turkey since 2021.

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.

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 3 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.