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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 this specially curated event, we hope investors can better plan ahead and invest in companies that suit their investment strategies and 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.
Interested in receiving market insights and learning about our Phillip Securities Research’s strategy for 1Q2024?
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
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 (Meta, Apple, Amazon, Netflix, Google & Microsoft) in 1Q2024! Banking sector would be briefly covered for the session too.

Thu, 11 Jan 2023 | 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 (Meta, Apple, Amazon, Netflix, Google & Microsoft) in 4Q2023! Banking sector would be briefly covered for the session too.

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.
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.
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 share the recap of Malaysia market for 2023 and where is it standing against the rest of the world. Moreover, they would explain how will Malaysia outperform the broader market. Last but not least, they would focus on thematic ideas and explore where is the pocket of opportunities.

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 share the recap of Malaysia market for 2023 and where is it standing against the rest of the world. Moreover, they would explain how will Malaysia outperform the broader market. Last but not least, they would focus on thematic ideas and explore where is the pocket of opportunities.

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
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
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.

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.

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
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
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.

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

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.