KGI Singapore Outlook 2020

Our key themes for 2020 will be:
1) Environmental, Social & Governance (ESG);
2) Technology, with a focus on Semiconductors; and
3) Emerging Asian Markets, especially China.

- Among our top picks for ESG is Sunpower Group (SPWG SP), where we have an Outperform recommendation and target price of S$0.91.

- In technology, our Taiwan colleagues are upbeat on Semiconductor companies. These companies are forming the foundation for the key trends in AI, IoT and Big Data.

Our top pick in this space is AEM Holdings (AEM SP).

KGI2020 a

- We do not think the outperformance of REITs, which was driven mainly by yield compression in 2019, will continue in 2020.

Therefore, investors will have to be more selective in the REITs space.

Among our picks are EC World REIT (ECWREIT SP)Manulife US REIT (MUST SP) and Keppel DC REIT (KDCREIT SP).  

You may also be interested in:

You have no rights to post comments

Counter NameLastChange
AEM Holdings3.310-0.040
Avi-Tech Electronics0.255-
Best World1.660-0.010
Broadway Ind0.075-
China Sunsine0.4050.005
Delfi Limited1.240-0.030
Food Empire1.1000.040
Fortress Minerals0.335-
Geo Energy Res0.225-
GSS Energy0.033-
Hong Leong Finance2.490-0.010
Hongkong Land (USD)3.410-0.090
ISDN Holdings0.380-0.010
IX Biopharma0.045-0.005
Jiutian Chemical0.031-0.001
KSH Holdings0.315-
Leader Env0.070-0.002
Medtecs Intl0.142-0.006
Nordic Group0.415-
Oxley Holdings0.105-0.002
REX International0.187-0.013
Sinostar PEC0.140-
Southern Alliance Mining0.6900.020
Straco Corp.0.440-
Sunpower Group0.295-
The Trendlines0.095-
Totm Technologies0.047-0.001
Uni-Asia Group0.950-
Wilmar Intl3.690-0.040
Yangzijiang Shipbldg1.7400.070

We have 865 guests and no members online

rss_2 NextInsight - Latest News