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About Strategy & Stock Picks
Get expert insights and stock picks for the coming new year with Strategy & Stock Picks 1Q2023!
Should you hold or sell your existing holdings? Are there any attractive stocks worth considering?
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 TH stock markets. We hope that through this session, investors can better plan ahead and invest in companies that suit their investment strategies and goals.
In 2023, we expect global economic conditions to further slow down whilst interest rates continue to remain elevated. We propose to adopt a defensive equity strategy with a preference for REITs and re-opening themed stocks. REITs offer value from attractive yield and discounts to book value. Earnings growth from the re-opening of borders will continue into 2023 with upside potential from the return of travel by China.
Join us ONLINE on:
- 7 January 10am for the Singapore Market
- 9 January 1pm for the Malaysia Market
- 10 January 12pm for the China and Hong Kong Market
- 11 January 1pm for the Thailand Market
- 12 January 7:30pm for the US market to hear valuable insights from our research analysts.
Watch Recording
Programme Flow
7 January 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 synopsisIn 2023, we expect global economic conditions to further slow down whilst interest rates continue to remain elevated. We propose to adopt a defensive equity strategy with a preference for REITs and re-opening themed stocks. REITs offer value from attractive yield and discounts to book value. Earnings growth from the re-opening of borders will continue into 2023 with upside potential from the return of travel by China.
9 January 2023 | 1 pm – 2 pm
Nurul Farhana Binti Noor Saidi | Strategist | Phillip Research Sdn Bhd Danial Dhiaurrahman | Infrastructure Development & Management, Investor Development | Bursa Malaysia

Malaysia Market
Nurul Farhana Binti Noor Saidi | Strategist | Phillip Research Sdn Bhd Danial Dhiaurrahman | Infrastructure Development & Management, Investor Development | Bursa Malaysia
Expand for synopsisJoin us as speakers from Phillip Research Sdn Bhd, together with Bursa Malaysia, cover the Malaysia economy, as well as its implications to the equity market and specific stocks to look out for.
10 January 2023 | 12 pm – 2 pm
Louis Wong | Director | Phillip Securities (HK) Limited

Hong Kong & China Market
Louis Wong | Director | Phillip Securities (HK) Limited
Expand for synopsis
Join us as Louis Wong, Director of Phillip Securities Hong Kong covers the Hong Kong and China stock market outlook and his top stock picks for 1Q2023.
– Hong Kong & China Outlook 1Q2023
– Review of Hong Kong & China stock market
– Stock Picks
– Q&A for the session
11 January 2023 | 1 pm – 2 pm
Chutikan Santimetvirul | Head of Equity Strategy | Phillip Securities (Thailand) PCL Adisorn Mungparnchon | Assistant Vice President | Phillip Securities (Thailand) PCL Hathaichanoke Moonwong | Equity Analyst | Phillip Securities (Thailand) PCL

Thailand Market
Chutikan Santimetvirul | Head of Equity Strategy | Phillip Securities (Thailand) PCL Adisorn Mungparnchon | Assistant Vice President | Phillip Securities (Thailand) PCL Hathaichanoke Moonwong | Equity Analyst | Phillip Securities (Thailand) PCL
Expand for synopsisThai bourse poised for more gains in 1Q2023 despite global headwinds. Even though inflation in some countries has already peaked, the pace of interest rate hikes delivered by central banks in the US and Europe looks to continue amid fear of a global recession. However, we predict the Thai economy will continue recovering and the stock market will receive a boost from the general election expected in the first half of next year. Join us and our speakers as we dive into a new session that covers the Thailand stock market outlook and stock picks for you to consider.
12 January 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
Expand for synopsisJoin us as our analysts share their thoughts on the outlook for Big Tech (Meta, Apple, Amazon, Netflix, Google & Microsoft) in 1Q2023!
What Others Say
“Good job on starting punctually at 9am unlike many webinars where they will wait a few more min 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 tries their best to answer all queries.”
“Watching these webinars gives me some confidence to invest… I’m not an experienced investor (and) only own my employers share options… but gaining ground in the past few months watching your webinars.”
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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.