Research and Commentaries
Technical Analysis – 27 January 2023 o KGI Research Singapore
United States | Singapore | Hong Kong Vale SA (VALE US) Shares closed at a high since April 2022 above the 5dEMA with an increase [more]
FX Commentary – Greenback Edged Higher On Stronger U.S. GDP Data
Market Talk– The U.S. dollar edged higher against the euro on Thursday after data showed the U.S. economy maintained a strong pace of growth in [more]
CFD Indices – U.S. Indices Ended Higher On A Better U.S. GDP Data
Market News Wall Street ended a choppy session higher on Thursday as investors grappled with an onslaught of economic data and a string of mixed [more]
2023?01?27?: ???? (FRKN SP), ???? (3993 HK) o KGI Research Singapore
??????? | ?????? | ????? ???? (FRKN SP):???????,???? ??:???:1.10,???:1.20,???:1.05 ???? ???????????????,??????????????????????????????????????????????????????????????????????????? ?????????????????????????????????????,???????????????????????????????????????????????,????????????????????????? ?????????????????????????????????????????????????????????????,????????,???????????????? ?????????,?????????????????????????????,??????????????????,?????2023?????????,????????????????????????2023????????,???????????????? ???23/24??????????????????12.77%/5.66%,????????8.57?/8.14?????????9.17????(Bloomberg)????12????????1.07??? (Source: Bloomberg) ????? (GENS SP):????? ??:???:0.98,???:1.04,???:0.95 ??????????????????????????? (RWS) ,????????????????????????????????????????????????????????????????????????,??????????????????? ???????????????????2022??630?????,?2023??1,300?,??????????????????,?????2023??????????????????????????????????????,???????????????? [more]
27 January 2023: Frencken Group Ltd. (FRKN SP), CMOC GROUP LTD (3993 HK) o KGI Research Singapore
Singapore Trading Ideas | Hong Kong Trading Ideas | Market Movers | Trading Dashboard Frencken Group Ltd. (FRKN SP): Sales Surge from China's re-opening Entry [more]
FX Commentary – Gold Edged Higher On A Softer Greenback
Market Talk- The U.S. dollar slipped against the euro on Wednesday, but its losses were capped as traders were hesitant to make any big bets [more]
CFD Trading – Buy ST Engineering (S63.SGX) @ $3.61. Stop @ $3.51 and Target @ $3.74.
ST Engineering Stock Code S63.SGX Outlook Price broke above a V-shaped Ichimoku structure the in the previous trading session, hinting at a bullish price trend [more]
CFD Trading – Buy UMS (558.SGX) @ $1.32. Stop @ $1.26 and Target @ $1.45.
UMS Stock Code 558.SGX Outlook Price broke above a V-shaped Ichimoku structure the in the previous trading session, hinting at a bullish price trend ahead. [more]
26 January 2023: Wealth Product Ideas • KGI Research Singapore
Ticker and ISIN T 7 ⅝ 02/15/25 Govt (US912810ET17) Issuer US Treasury N/B Country United States Currency USD Industry Treasury (B Class) Coupon rate 7.625% [more]
FX Commentary – Euro Up On Eurozone Business Activity Upturn.
Market Talk- The U.S. dollar slid on Tuesday after data showed U.S. business activity contracted for a troubling seventh straight month in January while the [more]
CFD Indices – Wall Street Indices Ended Mixed Due To A Raft of Mixed Earnings
Market News S&P 500 ended nominally lower on Tuesday at the close of a rocky session marked by a raft of mixed earnings and a [more]
2023年01月25日: 云顶新加坡 (GENS SP), 吉宝企业 (KEP SP) • KGI Research Singapore
新加坡股票推荐 | 香港股票推荐 | 交易龙虎榜 云顶新加坡 (GENS SP):旅游业复苏 买入:买入价:0.98,目标价:1.04,止损价:0.95 云顶新加坡最著名的是其屡获殊荣的旗舰项目圣淘沙名胜世界 (RWS) ,这是东南亚最大的综合性目的地度假酒店之一。云顶新加坡是富时海峡时报指数成分股之一。云顶新加坡及其子公司的主要业务是开发、管理和运营综合度假目的地,包括游戏、酒店、会展、休闲和娱乐设施。 访客人数加倍。新加坡的游客人数预计将从2022年的630万增加一倍,至2023年的1,300万,这主要是由于东南亚的旅游需求不断增加,云顶新加坡2023年的收入可能会在新的一年出现指数级增长。这种收入的增加可能会转化为更高的利润,然后可以用来继续推动公司的扩张。 圣淘沙名胜世界2.0扩张进度。圣淘沙名胜世界2.0项目正在按计划进行,在新加坡环球影城的Minion Land建设以及基础设施的增加和升级都在顺利进行。这一扩张标志着该公司将重点转向高端市场。在23年第一季度,公司预计其改建的节日酒店变成精品风格的住宿将重新开放。 总博彩收益(GGR)的恢复。受中国游客人数增长的提振,新加坡的GGR预计将在2023年恢复到大流行前的70%以上。疫情前,GGR通常与中国游客入境人数相关,游客入境人数越高,新加坡的GGR就越高。因此,随着来自中国的游客数量恢复到疫情前的水平,预计GGR也可能出现类似的恢复。 市场对23/24财年每股收益同比增长的最新共识分别为59.6%/10.1%,即20.5倍/18.6倍的预期市盈率。当前市盈率为64.5倍。彭博(Bloomberg)一致认为12个月平均目标价为0.98新元。 (Source: Bloomberg) 吉宝企业 (KEP SP):在后疫情时代恢复基础设施扩张 重申买入:买入价:7.25,目标价:7.65,止损价:7.05 吉宝集团是一家新加坡综合企业集团,总部位于港湾吉宝湾大厦。该公司由几个附属业务组成,专门从事海上和海洋、房地产、基础设施和资产管理业务。它越来越关注转型能源和可再生能源,并正在转向可再生能源业务,以实现更可持续的未来。 跟踪中国的重新开放。中国是吉宝的主要市场之一,中国经济的重新开放必将推动该业务的增长。随着中国央行调整其防疫政策,并为房地产行业提供更多支持措施,预计中国经济增长将在2023年第一季度见底。 [more]
25 January 2023: Genting Singapore Ltd (GENS SP), Keppel Corp Ltd. (KEP SP) • KGI Research Singapore
Singapore Trading Ideas | Hong Kong Trading Ideas | Market Movers | Trading Dashboard Genting Singapore Ltd (GENS SP): Tourism recovery Entry – 0.98 Target [more]
Technical Analysis – 25 January 2023 • KGI Research Singapore
United States | Singapore | Hong Kong Netflix Inc (NFLX US) Shares closed at a high since April 2022 above the 5dEMA. MACD is constructive, [more]
FX Commentary – US Dollar Remained Strong On Safe Haven Buying.
Market Talk- The U.S. dollar struggled for direction on Friday as fears of an economic slowdown dented risk sentiment, while the yen slipped as speculation [more]
CFD Indices – Wall Streets Declined On U.S. Labour Data
Market News U.S. stock indexes closed lower on Thursday after data pointing to a tight labor market renewed concerns the Fed will continue its aggressive [more]
Maintain Sufficient Funds for CFD and LFX Accounts over Lunar New Year Period
In anticipation of the upcoming Singapore holiday (Lunar New Year), clients are encouraged to put in funds in their accounts on top of the margin [more]
2023年01月20日: 中国尚舜化工 (CSSC SP), 江西铜业 (358 HK) • KGI Research Singapore
新加坡股票推荐 | 香港股票推荐 | 交易龙虎榜 中国尚舜化工 (CSSC SP):内需增长 买入:买入价:0.480,目标价:0.510,止损价:0.465 中国尚舜化工控股有限公司是一家领先的特种化学品生产商。该公司是全球最大的橡胶促进剂生产商,也是中国最大的不溶性硫生产商。旗下拥有“尚舜”品牌产品,在全球拥有超过700家客户,其中包括普利司通、米其林、固固尔、倍耐力、住友、横滨、韩泰、固铂、锦湖轮胎等全球75强轮胎制造商中的65%以上,以及杭州中策、佳通轮胎、上海双币轮胎等中国轮胎巨头。 内需恢复。中国最近放松了严格的疫情防控措施,包括积极的检测、大规模封锁和限制旅行政策。随着居民重获自由,他们需要在长时间的受限活动后保养他们的汽车并更换轮胎。因此,国内各种车辆的橡胶轮胎的需求增加。 中国新年。此外,随着中国即将到来的为期一周的春节假期,居民们将前往全国各地看望他们在限制期间未能见面的亲人。在这个即将到来的假期里,决定驾车穿越全国去旅游的居民将更倾向于为长途旅行换轮胎。 3Q22业绩回顾。公司22年第三季度核心净利润为人民币1.28亿元(合2,450万美元),同比增长28%,但环比下降45%。 市场对23/24财年每股收益增长的最新共识分别为-24.8%/12%,即5.0倍/4.4倍的预期市盈率。彭博(Bloomberg)一致认为12个月平均目标价为0.53新元。 (Source: Bloomberg) 吉宝企业 (KEP SP):在后疫情时代恢复基础设施扩张 买入:买入价:7.25,目标价:7.65,止损价:7.05 吉宝集团是一家新加坡综合企业集团,总部位于港湾吉宝湾大厦。该公司由几个附属业务组成,专门从事海上和海洋、房地产、基础设施和资产管理业务。它越来越关注转型能源和可再生能源,并正在转向可再生能源业务,以实现更可持续的未来。 跟踪中国的重新开放。中国是吉宝的主要市场之一,中国经济的重新开放必将推动该业务的增长。随着中国央行调整其防疫政策,并为房地产行业提供更多支持措施,预计中国经济增长将在2023年第一季度见底。 新收购推动扩张。吉宝公司以2,200亿韩元(合2.29亿新元)的价格,从韩亚金融集团(Hana Financial Group) [more]
Technical Analysis – 20 January 2023 • KGI Research Singapore
United States | Singapore | Hong Kong Alphabet Inc (GOOG US) Shares closed at a one-month high above the 50dEMA with an increase in volume. [more]
CFD Trading – Buy Creative (C76.SGX) @ $1.62. Stop @ $1.45 and Target @ $1.90.
Creative Stock Code C76.SGX Outlook Price, after reaching a high of $ 2.00 on 5 January 2023, went into a correction. The correction managed to [more]