Ascott Residence Trust,
Biosensors International Group, CapitaLand,
DBS Group Holdings Ltd,
Ezra Holdings,
Genting Singapore,
Hyflux,
Pacific Andes Resources
Development,
Keppel Corporation,
Mapletree Logistics Trust,
Noble Group,
Olam International,
Sembcorp Marine,
StarHub,
United Overseas Bank,
United Overseas Land
Venture Corporation
OCBC Investment Research:
With just two weeks to the year-end, the focus has lately shifted to stock picks and the market outlook for 2011.
In its outlook piece, OCBC Investment Research said it is upbeat on the Singapore market, but it added that in the near to medium term the market could be distracted by the European sovereign debt situation.
'We remain positive on the Singapore market, supported by several favourable indicators including good flow of funds, current low interest rate environment which will continue to favour equities, undemanding valuations, earnings for blue chips of at least 10 per cent in 2011, and the possibility of more mergers and acquisitions,' it noted. 'For the near to medium terms, market focus is still likely to concentrate on Europe's sovereign debt situation.'
The investment house said 'laggards' in 2010 would be re-rated in 2011, and especially some of the property and banking stocks. 'Our picks for 2011 are Ascott Residence Trust, Biosensors International Group, CapitaLand, DBS Group Holdings Ltd, Ezra Holdings, Genting Singapore, Hyflux, Pacific Andes Resources Development, Keppel Corporation, Mapletree Logistics Trust, Noble Group, Olam International, Sembcorp Marine, StarHub, United Overseas Bank, United Overseas Land and Venture Corporation.'
( Business Times)
In its outlook piece, OCBC Investment Research said it is upbeat on the Singapore market, but it added that in the near to medium term the market could be distracted by the European sovereign debt situation.
'We remain positive on the Singapore market, supported by several favourable indicators including good flow of funds, current low interest rate environment which will continue to favour equities, undemanding valuations, earnings for blue chips of at least 10 per cent in 2011, and the possibility of more mergers and acquisitions,' it noted. 'For the near to medium terms, market focus is still likely to concentrate on Europe's sovereign debt situation.'
The investment house said 'laggards' in 2010 would be re-rated in 2011, and especially some of the property and banking stocks. 'Our picks for 2011 are Ascott Residence Trust, Biosensors International Group, CapitaLand, DBS Group Holdings Ltd, Ezra Holdings, Genting Singapore, Hyflux, Pacific Andes Resources Development, Keppel Corporation, Mapletree Logistics Trust, Noble Group, Olam International, Sembcorp Marine, StarHub, United Overseas Bank, United Overseas Land and Venture Corporation.'
( Business Times)
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