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).

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- 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).  

Share Prices

Counter NameLastChange
AEM Holdings4.1400.020
Avi-Tech Electronics0.290-
Broadway Ind0.136-0.002
China Sunsine0.4550.015
Food Empire0.505-0.010
Fortress Minerals0.340-
Geo Energy Res0.385-0.005
Golden Energy0.8400.005
GSS Energy0.045-
ISDN Holdings0.440-0.005
IX Biopharma0.136-
Jiutian Chemical0.0790.001
KSH Holdings0.330-0.005
Leader Env0.0620.007
Medtecs Intl0.116-0.001
Meta Health0.031-
Moya Asia0.089-
Nordic Group0.480-
Oxley Holdings0.159-
REX International0.255-0.005
Sinostar PEC0.180-
Southern Alliance Mining0.600-
Straco Corp.0.400-
Sunpower Group0.260-
The Trendlines0.085-
Totm Technologies0.124-
UG Healthcare0.1770.001
Uni-Asia Group0.8650.005
Wilmar Intl3.730-0.030
Yangzijiang Shipbldg1.1800.080

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