Analyst Week 2H21

Going ahead into the second half of 2021, the market outlook remains uncertain amid the resurgence of COVID-19 infections. Join us at our Analyst Week as our analysts provide a market update and incisive views on what lies ahead.

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*Please register for each webinar that you wish to attend.

SG Market Outlook & Small / Mid Cap Ideas

28 June 2021
6.30pm - 7.30pm

SG Market Outlook

Year-to-date the Singapore market has done well, beating all of the other indices in the region. We will look at whether this strong performance can continue and explore the opportunities and threats to the market, and whether the recent flare-up in COVID-19 community cases will be a drag to the STI's performance. We will also profile 10 stocks that we believe could be worthwhile additions to your portfolio.

Small / Mid Cap Ideas

Since our recommendations from the previous Analyst Week in Jan 2021, the share prices of two of our top picks - Innotek and Food Empire have rallied around 40% and 20% respectively. Join us as we reveal more small and mid cap gems that could potentially outperform the STI Index. We will also share a stock that has a solid balance sheet and strong market share in China.

Speaker's Profile

Adrian comes with over 20 years’ experience in equities research. Prior to joining UOB Kay Hian, he was in corporate advisory and completed over US$50 million in capital raising projects for SMEs in a diverse range of industries.

John is a ranked analyst in the healthcare and small cap sectors in the Asiamoney Brokers Poll. Prior to joining UOB Kay Hian, he spent 7 years in Maybank covering a wide range of sectors including healthcare, manufacturing, logistics and small caps.

SG Banks & REITs

29 June 2021
6.30pm - 7.30pm

The recovery from the COVID-19 pandemic has been uneven but Singapore Banks are well capitalised and able to weather this recovery. We will assess the impact on Singapore Banks in terms of outlook for bond yields and interest rates, economy recovery and dividend payout.

Discover why blue chip S-REITs and laggard S-REITs are worth considering to have in your portfolio. We like blue chip S-REITs focusing on new economy assets such as business parks, logistics & warehouse and data centres. We will also review our previous selection of five laggard S-REITs and re-assess if we should continue riding these winners.

Speaker's Profile

Jonathan has 24 years of experience in equity research and fund management. He was ranked by the Asiamoney Brokers Poll as the No. 2 Best Analyst for Telecommunication Services in Singapore in 2017 and No. 3 Overall Earnings Estimator for Singapore in 2012 in the Thomson Reuters Analyst Awards.

Regional Aviation & Plantation

30 June 2021
6.30pm - 7.30pm

Regional Aviation

The long waiting game. The market is now coming to terms with the likelihood that borders are unlikely to open up materially in 2021. This would lead to continued cash burn for airlines, airports and aviation support services. Chinese airlines with strong domestic travel recovery could offer a trading opportunity in 2H21. We will address the key considerations on investing in the aviation industry.


Crude palm oil (CPO) price hits all time high due to the global tightness of edible oils. However, plantation stocks that are listed in SGX are performing in tandem with the rising CPO price. We will share with you what is capping the price to perform and how you should be investing in this sector to benefit from this rising CPO price trend.

Speaker's Profile

Ajith has 27 years of experience as an analyst. He was ranked by StarMine as the No. 2 Top Earnings Estimator in Transportation in Asia in 2015, the No. 2 Top Earnings Estimator in Singapore in 2014 and the No. 3 Overall Top Stock Picker in Singapore in 2012.

Huey Chuen has 20 years of experience covering plantation stocks in UOB Kay Hian and oversees a team that covers plantation stocks listed on the Singapore Exchange and Bursa Malaysia.

US Market Outlook

1 July 2021
6.30pm - 7.30pm

Will good times continue to roll for "old school" companies like US Steel and General Motors? Will higher interest rates continue to drive the US bank stocks higher? We will discuss the pros and cons of some of the US stocks and ETFs that led the US market higher during the first half of the year.

Speaker's Profile

Paul is the strategist of UOB Kay Hian Wealth Management. He has 30 years' investment experience in the capital markets and commodities and has held positions in the UK, Geneva, Singapore and the US for the world’s largest commodities trading firm.

HK Market Outlook

2 July 2021
6.30pm - 7.30pm

The valuation gap between the old and new economy sectors has been gradually narrowed following the persistent sector rotation in 1H21, resulting in the overall satisfactory performance of the recovery plays that were discussed in our previous Analyst Week. We will focus on stocks with strong earnings outlook as the higher interest rate environment will cap PE expansion. Join us as we reveal the stock picks that offer attractive valuations.

Speaker's Profile

Ivan joined UOB Kay Hian in 2017 as a Strategist. Prior to joining UOB Kay Hian, Ivan was engaged in equity research at Wing Lung Bank.

Global Market Outlook Through Charting

5 July 2021
6.30pm - 7.30pm

With the fundamental analysis by our analysts in the previous week and technical analysis as our tool, we will comb through the charts of precious metals, currencies, ETFs, global stocks and indices to discover some of the gems for 2H21. We will also do a recap of the stock picks, and determine a good price for entry and the profit target for these stocks. With these leads and clues, we will share the trading strategies on long and short positions and how to use them.

Speaker's Profile

Nicholas is the Associate Director of FX and CFD with 30 years of experience in the financial markets. Prior to joining UOB Kay Hian, he had worked for 13 years as a FX trader with major banks in Singapore, rising to Vice President in the process.

Shueh Ting provides daily views that complement technical analysis for the Singapore equities market. She is a Certified Financial Technician (CFTe) and MSTA holder. She is also a Full Member of the United Kingdom Society of Technical Analysts (STA).

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