Disclaimer: This information is provided to you for information only and is not intended to or nor will it create/induce the creation of any binding legal relations. It does not constitute an investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not have any regard to your specific investment objectives, financial situation and any of your particular needs. Accordingly, no warranty whatsoever is given and no liability whatsoever is accepted for any loss arising whether directly or indirectly as a result of this information. Investments are subject to investment risks including possible loss of the principal amount invested. The value of the product and the income from them may fall as well as rise. You may wish to seek advice from an independent financial adviser before making a commitment to purchase or invest in the investment product(s) mentioned herein. In the event that you choose not to do so, you should consider whether the investment product(s) mentioned herein are suitable for you. The information and/or materials are provided "as is" without warranty of any kind, either express or implied. In particular, no warranty regarding accuracy or fitness for a purpose is given in connection with such information and materials.

Tuesday, 31 October 2017

Market Outlook 1/11/2017

Wed Nov 1
  • US Manufacturing PMI (reported monthly early in the month)
  • DBS Group earnings report
Thurs Nov 2
  • Best World earnings report
  • China Aviation earnings report
Friday Nov 3
  • US Nonfarm payroll (reported on first Friday of following month)
  • US Non-manufacturing PMI (reported monthly early in the month)
  • OCBC earnings report
  • Sunningdale Tech earnings report

 Summary

 Week of small to mid cap earnings reports as well as banks. We see that the banks have already rallied in anticipation of the results this week, so upside risk reward ratio is suppressed. 

Other than the earnings, US monthly figures coming out on Wed might push market higher given that figures have been so good in the recent past. Given HSI decline, could be a good time to enter. 

Brent oil above 60. Positive for Keppel Corp.

US Tech stocks unending rally. Why?

SG Manufacturing stocks recent breakout. Why?
  • http://www.businesstimes.com.sg/government-economy/singapore-business-expectations-up-for-next-six-months-services-show-signs-of
at No comments:
Labels:

Saturday, 28 October 2017

Europe Stock Watchlist - 28/10/2017

UK Stocks
  1. WORLDPAY GROUP PLC ORD 3P
  2. INTERNATIONAL CONSOLIDATED AIRL
  3. RPC GROUP PLC ORD 5P
  4. METRO BANK PLC ORD 0.0001P
  5. PRUDENTIAL PLC ORD 5P
  6. ANGLO AMERICAN PLC ORD USD0.549
  7. NMC HEALTH PLC ORD 10P
  8. BABCOCK INTERNATIONAL GROUP PLC
  9. WHITBREAD PLC ORD 76 122/153P
  10. WIZZ AIR HOLDINGS PLC ORD GBP0.
  11. BARRATT DEVELOPMENTS PLC ORD 10
  12. PERSIMMON PLC ORD 10P
  13. FEVERTREE DRINKS PLC ORD 0.25P
  14. Berkeley Group Holdings PLC
Germany Stocks
  1. HELLA KGAA HUECK+CO. O.N.
  2. LEG IMMOBILIEN AG NA O.N.
  3. KION GROUP AG
  4. VONOVIA SE NA O.N.
  5. DEUTSCHE WOHNEN AG INH
  6. GRAND CITY PROPERT.EO-10
  7. ALLIANZ SE NA O.N.
  8. BAYER AG NA O.N.
  9. WIRECARD AG
  10. MTU AERO ENGINES NA O.N.
  11. CONTINENTAL AG O.N.
  12. INFINEON TECH.AG NA O.N.
  13. HENKEL AG+CO.KGAA ST O.N.
  14. BECHTLE AG O.N.
at No comments:
Labels:

Friday, 27 October 2017

Japan Stock Watchlist - 28/10/2017

Market cap based on USD
  1. 9022.T Central Japan Railway Co - 35.8b - railway
  2. 9202.T ANA Holdings Inc - 13.27b - aviation
  3. 7735.T Screen Holdings Co Ltd - 3.54b - semiconductor equipment manufacturing
  4. 8053.T Sumitomo Corp - 18.22b - industrial conglomerate
  5. 3064.T MonotaRO Co Ltd - 3.52b - manufacturing supplier
  6. 6098.T Recruit Holdings Co Ltd - 40.56b - recruitment agency
  7. 4768.T Otsuka Corp - 6.33b - IT
  8. 9684.T Square Enix Holdings Co Ltd - 4.8b - gaming
  9. 4716.T Oracle Corp Japan - 10.59b - IT
  10. 8876.T Relo Group Inc - 3.6b - welfare outsourcing
  11. 4587.T PeptiDream Inc - 4.02b - pharma
  12. 9433.T KDDI Corp - 65.33b - telecommunications
  13. 9062.T Nippon Express Co Ltd - 6.45b - transportation
  14. 6728.T Ulvac Inc - 3.36b - vacuum machinery
  15. 6383.T Daifuku Co Ltd - 5.93b - equipment manufacturing
  16. 6324.T Harmonic Drive Systems Inc - 4.65b - precision speed reducer
  17. 6503.T Mitsubishi Electric Corp - 36.63b - electrical equipment manufacturing
  18. 6268.T Nabtesco Corp - 4.78b - industrial machinery manufacturer
  19. 6146.T Disco Corp - 8.11b - semiconductor equipment manufacturing
  20. 6273.T SMC Corp - 25.08b - manufacturer
  21. 9962.T Misumi Group Inc - 7.31b - manufacturer
  22. 1925.T Daiwa House Industry Co Ltd - 24.39b - real estate
  23. 7747.T Asahi Intecc Co Ltd - 3.6b - healthcare equipment manufacturer
  24. 7532.T Don Quijote Holdings Co Ltd - 6.5b - discount stores
  25. 7453.T Ryohin Keikaku Co Ltd - 7.57b - self brand retail goods
  26. 2782.T Seria Co Ltd - 4.35b - discount stores
  27. 3092.T Start Today Co Ltd - 9.47b - e-commerce
  28. 8954.T Orix JREIT Inc - 3.47b - reit
  29. 8960.T United Urban Investment Corp - 4.32b - reit
  30. 3283.T Nippon Prologis REIT Inc - 3.99b - reit
  31. 2229.T Calbee Inc - 4.88b - food
  32. 3391.T Tsuruha Holdings Inc - 5.91b - drug stores
  33. 2127.T Nihon M&A Center Inc - 3.72b - m&a brokering
  34. 6770.T Alps Electric Co Ltd - 5.63b - manufacturing
  35. 6504.T Fuji Electric Co Ltd - 4.28b - manufacturing
  36. 6594.T Nidec Corp - 38.43b - manufacturing
  37. 1812.T Kajima Corp - 10.77b - construction
  38. 1808.T Haseko Corp - 4.3b - construction
  39. 3401.T Teijin Ltd - 4.16b - chemical products
  40. 4042.T Tosoh Corp - 7.35b - chemical products
  41. 4021.T Nissan Chemical Industries Ltd - 5.69b - chemical products
  42. 7269.T Suzuki Motor Corp - 26.99b - automobile
  43. 7988.T Nifco Inc - 3.25b - manufacturing
  44. 7276.T Koito Manufacturing Co Ltd - 10.46b - automobile equipment manufacturing
  45. 7270.T Subaru Corp - 26.79b - automobile
  46. 5975.T Topre Corp - 1.52b - automobile equipment manufacturing
at No comments:
Labels:
Subscribe to: Comments (Atom)