Singapore Market Roundup, Singapore Market Roundup

Singapore Market Roundup

Thematic (Sector/Industry)

<ul>
<li>DBS chooses CapitaLand Ascott Trust as top choice for 2025, no property market bubble, no need for cooling measures.</li>
<li>Medical tourism drives growth in Asean hospitals, RHB suggests looking beyond index for strong performance.</li>
<li>DBS maintains 'buy' rating on CapitaLand Investment, OCBC predicts support for DBS shares, tips retail REITs for 2025.</li>
</ul>


DBS chooses CapitaLand Ascott Trust as top choice for 2025, no property market bubble, no need for cooling measures.
Medical tourism drives growth in Asean hospitals, RHB suggests looking beyond index for strong performance.
DBS maintains 'buy' rating on CapitaLand Investment, OCBC predicts support for DBS shares, tips retail REITs for 2025.


Singapore Market Roundup (17-Dec-2024): By 2025, Singapore Hotels Moderate

<ul>
<li>CGS International predicts significant growth in ASEAN hospitals due to medical tourism boosting the industry</li>
<li>DBS retains 'buy' rating and $3.85 target price for CapitaLand Investment after $200M Wingate deal</li>
<li>UOB Kay Hian sees Hong Leong Asia as undervalued with two growth engines, advising investors to consider the stock opportunity</li>
</ul>


CGS International predicts significant growth in ASEAN hospitals due to medical tourism boosting the industry
DBS retains 'buy' rating and $3.85 target price for CapitaLand Investment after $200M Wingate deal
UOB Kay Hian sees Hong Leong Asia as undervalued with two growth engines, advising investors to consider the stock opportunity


Singapore Market Roundup (16-Dec-2024): Medical Tourism Boosts ASEAN Hospitals

Index Rebal Trades & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal Trades & Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The SET50 index tracks the performance of the top 50 largest and most liquid names listed on the Stock Exchange of Thailand (SET).</li>
<li>In this insight, we take a look at the potential ADDs/DELs for SET 50 during the index rebal event in December 2024.</li>
<li>Previously, we had three expected ADDs/DELs but now we have four. However, there is one more month left in the 3-month reference period and expectations can still change.</li>
</ul>


The SET50 index tracks the performance of the top 50 largest and most liquid names listed on the Stock Exchange of Thailand (SET).
In this insight, we take a look at the potential ADDs/DELs for SET 50 during the index rebal event in December 2024.
Previously, we had three expected ADDs/DELs but now we have four. However, there is one more month left in the 3-month reference period and expectations can still change.


Quiddity Leaderboard SET50 Dec 24: Some Changes to Expectations; Gulf-Intuch Deal Index Implications

CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

Quantamental Investing to beat Benchmarks

A. Stotz Investment Research

We pick stocks. We construct portfolios. All our effort is focused on how to better pick stocks and construct portfolios. We serve fund management companies, family offices, and high net worth individuals.

<ul>
<li>We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology</li>
<li>Portfolio changes: Six stocks remain, eight new join the fray</li>
<li>Since inception, it has gained 121% versus the SET 100 Index’s return of 20%</li>
</ul>


We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology
Portfolio changes: Six stocks remain, eight new join the fray
Since inception, it has gained 121% versus the SET 100 Index’s return of 20%


The Stocks to Own in Thailand – Vol. 45

<ul>
<li>We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology</li>
<li>Portfolio changes: Two stocks remain, 12 stocks added to our portfolio</li>
<li>Since its inception, the portfolio has generated a before-fee total return of 227% versus MSCI ASEAN’s 26%</li>
</ul>


We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology
Portfolio changes: Two stocks remain, 12 stocks added to our portfolio
Since its inception, the portfolio has generated a before-fee total return of 227% versus MSCI ASEAN’s 26%


Thailand

Bangkok Chain Hospital Public Company Limited operates a chain of hospitals in Thailand serving both the cash and managed care markets.

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Bangkok Chain Hospital (BCH TB)

Singapore Market Roundup (17-Dec-2024): By 2025, Singapore Hotels Moderate

In 2025, Singapore hotels and property market expected to remain steady, with DBS recommending CapitaLand Ascott Trust and office S-REITs as top...

Singapore Market Roundup

Singapore Market Roundup (16-Dec-2024): Medical Tourism Boosts ASEAN Hospitals

CGS International predicts significant growth in ASEAN hospitals due to medical tourism boosting the industry. DBS retains 'buy' rating and $3.85...

Singapore Market Roundup

Quiddity Leaderboard SET50 Dec 24: Some Changes to Expectations; Gulf-Intuch Deal Index Implications

The Gulf-Intuch Deal could close in 1H CY25 creating a vacancy in SET 50. The highest-ranked name from the reserve list will be promoted to SET 50...

Janaghan Jeyakumar, CFA

The Stocks to Own in Thailand – Vol. 45

We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Six stocks remain, eight new join...

A. Stotz Investment Research

The Stocks to Own in ASEAN – Vol. 46

We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Since its inception, the portfolio has generated a before...

A. Stotz Investment Research

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