Singapore Stock Market News

Winning ASEAN strategy: Value

StockFanatic
Publish date: Sun, 23 Sep 2012, 01:12 PM
StockFanatic
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Welcome to Stockfanatic Singapore stock market and regional market news. This is a platform to share Singapore stock market and regional news to investors / man in the street. Investors can also look forward to analyst reports and brokers recommendations. Stockfanatic's Singapore stock market and regional news blog, home of investors one stop news station.
We believe the recently-announced third round of quantitative easing (QE3) will lift sentiment on SE Asian stocks, but it will not result in a sustained bull market as SE Asian macro fundamentals are still weakening.

In this environment, investors should look for stocks with cheap P/BV, rising ROEs, and solid fundamentals. In CIMB's South-East Asia coverage universe, Noble, Capitaland, ASL Marine, Bank Bukopin, Bank Panin, SCC, PTTGC and IVL are among our top picks.

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