Up to-date current Financial News for Investors
Property & REITs:
             Staying defensive in times of uncertainty


Recent developments in the local property market have sent mixed signals to investors. Several property developers have indicated the willingness to delay launches as... more
 
Current Issue...
  • From the President's Desk
  • Property and REITs: Staying defensive in times of
         uncertainty
    ....Sector Watch
  • Confronting the De-leveraging Spiral .....Feature
  • Dimmest view of equities in a decade .....Investor Watch
  • OCBC poll: Fund managers see slower growth in
         equities
    .....Investor Watch
  • Barclays: High oil prices a threat to Asian economies and      markets.....Investor Watch
  • Credit Suisse: Indicators point to Asian markets
          rebound in July
    .....Investor Watch
  • Macquarie launches Warrant Hotshot Contest
         .....Investor Watch
  • Henderson Global Investors: Economic & Market
         Update (Edition 10 – 16 July 2008)
    .....Investor Watch
  • AUDIO: Threadneedle mid-year market update
         .....Investor Watch
  • Commodities hogging spotlight.....Investor Watch
  • Do financial stocks warrant a second look?....Feature
  • Banks – How do you value them? .....Feature
  • New Barclays fund offers exposure to Buffett, Rogers
         and more
    .....Fund Watch
  • Don't Wait for Blue Skies .....Investor Watch
  • Commentary: The Bear Market Rally is Over .....Feature
  • Viewpoint: If panic comes, keep buying .....Feature
  • Making strides at home and abroad ....Corporate Watch
  • INTERVIEW: Kevan Hull – Saxo Capital Markets
         .....Feature
  • Unfazed by chip cycles.....Corporate Watch
  • Benefiting from Philips tie-up.....Corporate Watch
  • Not Just Coffee .....Corporate Watch
  • Sweet Smell of Success.....Corporate Watch
  • Insider Trades Tracker
  • Chart Watch
  • Stock Watch
  • Upcoming AGMs
  • SIAS

    INVESTOR WATCH
    Henderson Global Investors: Economic & Market Update (Edition 10 – 16 July 2008)
    The first half of 2008 was an awful one for financial markets. Equity values plunged. The Morgan Stanley Capital International (MSCI) All-Country World index fell by...

    AUDIO: Threadneedle mid-year market update
    As we reach the middle of a difficult year in world markets, many investors are unsure about the prospects for...

    Barclays: High oil prices a threat to Asian economies and markets
    The shadow of the bear will continue to haunt Asian stock markets if the current surge in oil prices persist, according...

    Credit Suisse: Indicators point to Asian markets rebound in July
    The Credit Suisse Asian equities research team is recommending its clients to take "net long positions" in Asian stocks for the month of...

    Commodities hogging spotlight
    Looking at the top performing funds for June 2008, we see that commodities have continued to outperform the other...

    OCBC poll: Fund managers see slower growth in equities
    Fund managers remain largely pessimistic over prospects for stock markets for the second half of the year citing...

    Macquarie launches Warrant Hotshot Contest
    Macquarie Capital Securities (Singapore) has launched the second edition of its Warrant Hotshot Trading contest...

    Dimmest view of equities in a decade
    Fears of inflation shocks have overtaken waning concerns over the global credit crunch as the as the greatest single...

    more   

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    CORPORATE WATCH
    Thai Beverage
    Making strides at home and abroad
    The city of Liverpool is home to two of the most fanatically supported football clubs in the English Premier League (EPL): The red half of Liverpool and the blue half of Everton... more

    Micro Mechanics
    Unfazed by chip cycles
    Micro-Mechanics was founded back in 1983 with a capital outlay of just S$1.200, which included payment for a 30-year old lathe machine. The business operated out of a 500 sq ft workshop located at the back of a garment factory in Balestier Road... more

    Action Asia more
    Viz Branz Limited more
    Sunmart Holdings Limited more
    YHI International Limited more
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    THE OTHER VIEW
    click here for archive>>
     
     
    FEATURES  
    Confronting the De-leveraging Spiral
    The global economy has been on a bulimic credit splurge over the past two decades. Drastic steps are now needed before further convulsions set in. more
    Commentary: The Bear Market Rally is Over
    The tsunami that started from thousands of miles way and finally hit our shores has left behind catastrophic damages in Asian markets. Many traders were caught stranded and bewildered.

    The rally, which commenced after the marriage of Bear Sterns to JP Morgan Chase in since mid-March, is all but over. more
    Viewpoint: If panic comes, keep buying
    Many commentators are now telling you about the impact of stagflation, depression, hyperinflation and so on. And they would use many theories to explain their concerns.

    For example, Royal Bank of Scotland has advised its clients to brace themselves for a full-fledged crash in global stock and credit markets over the next three months as... more
    Do financial stocks warrant a second look?
    Booming real estate markets, lax lending practices and credit rating processes, inadequate risk control mechanisms on the part of banks, and failure to anticipate macroeconomic impacts in good time: These are the main reasons that lead to the subprime crisis. more
    Banks – How do you value them?
    That might seem like a simple question on Wall Street, where the price of everything from Apple to zinc flickers across computer screens every day. But inside Bear Stearns, the answer was anything but clear last spring for investors who put their money into two giant, but ultimately doomed, hedge funds. more
    INTERVIEW: Kevan Hull – Saxo Capital Markets
    SIAS recently conducted a Q&A interview with Kevan Hull, the head of institutional & private client marketing at Saxo Capital Markets, which is one of the leading online trading providers here in Singapore and the region. Its online trading portal is used by more than 85,000 users worldwide. more
                                                                  click here for archive>>



    FUND WATCH SECTOR WATCH CHART WATCH

    New Barclays fund offers exposure to Buffett, Rogers and more
    Retail investors in Singapore can now participate in one of the most sought after stock in the world... more

    GreatLink Lion Vietnam Fund
    Investors who are looking for opportunities to invest in emerging markets may want to check out the GreatLink Lion Vietnam Fund... more

    click here for archive>>

    Property and REITs: Staying defensive in times of uncertainty
    Recent developments in the local property market have sent mixed signals to investors.

    Hotels – Room for Growth
    DBS Research is maintaining its overweight stance on the Singapore hotel industry given the strong tourist...

    Construction: Building Blocks For Growth
    Singapore's construction sector is booming again after years of languishing at below...

    more

    STI, Synear Food, Wilmar
    The market defied our expectations that the 2,862 support level would hold as the Straits Times Index (FSSTI Index) hit...

    Wilmar, SIA
    Wilmar fell below the 200-day moving average support 2 trading sessions ago, indicating a bearish sentiment has surfaced.

    Critical Market Juncture – Another Leg Down
    Previously, we established that the S&P and STI were correlated and traded in tandem. Over June, the S&P and STI have trended...

    more

    INSIDER TRADES TRACKER

    Selected Insider Trades:
    Week of 14 July-18 July 2008

    more

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    STOCK WATCH
    SPH: Buy
    (UOB KayHian, 18 July)

    Singapore Banks: Neutral / Buy on weakness
    (DBS Research)

    Z-OBEE: Buy
    (OCBC Research, 11 July)

    AusGroup Ltd: Buy
    (OCBC Research, 11 July)

    China Angel Food: Buy
    (Phillip Securities, 10 July)

    more

    click here for archive>>

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    Upcoming AGMs

    Upcoming AGMs more

    Disclaimer
    This SIAS eMagazine is for information only. It does not have regards to the specific investment objectives, financial situation and the particular needs of any specific person who may receive or access this SIAS eMagazine. It is not to be construed as an offer, or solicitation of an offer to sell or buy securities referred herein. The use of this material does not absolve you of your responsibility for your own investment decisions. We accept no liability for any direct or indirect loss arising from the use of the information in this magazine.  This SIAS eMagazine may not be reproduced, distributed or published for any purpose by anyone without our specific prior consent.

    EDITOR:
    AJ Leow
    editor@sias.org.sg
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    ADVISORY BOARD :
    David Gerald
    Christopher Cheong  
    Andrew Cheng
    Ang Hao Yao
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