- Home
- Strategy Stock Picks
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.
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




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

Maximilian Koeswoyo

Thong Kei Jun

JY Tan

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.
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:
- 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.