Your Favourite Quarterly Event with POEMS is Back!

Sign Up Now

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, CN & HK, US, MY, TH and ID markets.

Through this specially curated event, we hope investors can better plan ahead and invest in companies that suit their investment strategies and goals.

Our analysts expect the sluggish global backdrop to be more prolonged than in the past. With inflation still stubborn, this will translate to slowing monetary easing than previous cycles and worsening global downturns. Their strategy is to be defensive through REITs with their higher duration yield while favouring local banks for their attractive dividend yield, and excess capital.

Interested to receive more market insights and learn more about our Phillip Securities Research’s strategy for 3Q2023?

Join us online to get valuable insights from our Research Analysts:

  • Malaysia Market: Mon, 10 July | 1pm – 2pm
  • China and Hong Kong Markets: Tue, 11 July | 12pm – 2pm 
  • Thailand Market: Wed, 12 July | 1pm – 2pm 
  • Indonesia Market: Thu, 13 July | 1pm – 2pm 
  • US Market: Thu, 13 July | 7.30pm – 9pm
  • Singapore Market: Sat, 15 July | 10am – 12pm 

Programme Flow

Mon, 10 July 2023 | 1 pm – 2 pm

Malaysia Market​

Thong Kei Jun | Analyst | Phillip Research Sdn Bhd

Join us as our Analyst from Phillip Research Sdn Bhd covers the Malaysia recommendations for the property and construction sectors.

Tue, 11 July 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 3Q2023.

– China & Hong Kong Outlook 3Q2023

– Review of China & Hong Kong stock markets

– Stock Picks

– Q&A session

Wed, 12 July 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

The Thai economy is in recovery mode, supported by easing inflation and the prospect of interest rate hikes coming to an end. As such, we can anticipate further positive earnings results from listed firms in Thailand, following the growth experienced in the first half of this year, despite the risk of global recessions and Thailand’s political situation in the wake of the general election.

The face of the new government, which will help move the country and economy forward, remains to be seen. Thai stocks are expected to ride the wave of positive expectations, despite volatile domestic and international situations. Stock investment themes for 3QFY23 should be associated with the prospect of economic growth, led by consumption, tourism and production relocation, while Depository Receipts (DRs) of AOT, CPALL and PTTEP should also be in focus.

Thu, 13 July 2023 | 1 pm – 2 pm

Indonesia Market

Jasa Adhimulya | Senior Equity Analyst | Phillip Sekuritas Indonesia

Join us as we share our insights and outlook for the Indonesia stock market:

– Indonesia Economic & Market Outlook 2023

– Review of the Indonesia stock market

– Q&A session

Thu, 13 July 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 3Q2023! 

Sat, 15 July 2023 | 10 am – 12 pm

Singapore Market​

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

Our analysts expect the sluggish global backdrop to be more prolonged than in the past. With inflation still stubborn, this will translate to slowing monetary easing than previous cycles and worsening global downturns. Their strategy is to be defensive through REITs with their higher duration yield while favouring local banks for their attractive dividend yield, and excess capital.

What Others Say

“Valuable information. Keep up the good work. I like Paul as he has a sense of humour on a serious topic like investing.”
From Strategy & Stock Picks 2Q2023
From Strategy & Stock Picks 2Q2023
“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
“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
“Very well presented and insightful into the stock picks and industries”
From Strategy & Stock Picks 3Q2022
From Strategy & Stock Picks 3Q2022
Previous
Next

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.

Peggy Mak

Manager
Phillip Securities Research
Peggy covers mainly the Asian markets, having worked 22 years as a sell-side equity analyst and 15 years in fund management for private and public equities. Recently, she held the position of Chief Investment Officer for the Phillip Managed Account team, and served as the Head of Research at SAC Capital Private Limited.

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.

Miaomiao Liu

Research Analyst 
Phillip Securities Research
Miaomiao mainly covers the Singapore REITs sector and graduated from Singapore Management University with a Bachelor's degree in Business Management.

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).

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.

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.

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.

Jasa Adhimulya

Senior Equity Analyst 
Phillip Sekuritas Indonesia
Mr. Adhimulya has 15 years of experience in Indonesia capital market. He graduated from Suffolk University in Boston, USA with a Bachelor of Science in Business Administration. He received his post-graduate degree from Griffith University in Brisbane, Australia.

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.

Not a POEMS user yet? Download POEMS Mobile 3 and get a free Mr. Coconut Shake! 

Find out more

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:

  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.