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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, 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




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

Jasa Adhimulya
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:
- 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.