Analyst Week 2H24

Join us for an engaging series of three sessions on 10, 11, and 15 July. Our analysts will provide incisive views on market overviews and outlook, helping you navigate the uncertain times ahead!

The first session on 10 July, in collaboration with SGX, will be a hybrid event. Attend in-person at the SGX Auditorium or join us online. The second and third sessions on 11 and 15 July will be exclusively online webinars. Register for each of the three sessions by clicking on the "Register" buttons below.

Session 1: Singapore Market Outlook Hybrid Event at SGX!

10 Jul 2024 | Wednesday | 6.00pm – 9.00pm

Venue: SGX Auditorium, Level 2, SGX Centre 1, 2 Shenton Way, Singapore 068804

As this is a hybrid session, this session will also be available online.


6.00pm: Registration & Dinner

7.00pm: Welcome Address

7.10pm: Singapore Market Outlook

Speaker: Adrian Loh, Head of Research, UOB Kay Hian

The second half of 2024 presents a cautiously optimistic outlook for the stock market. Key risks include lack of interest rate cuts, persistent inflation, and geopolitical uncertainties. The Singapore market remains defensive, providing a solid foundation for investors’ diversified portfolios, yet it also offers pockets of alpha across various sectors.

7.25pm: Sectors on the Move

Speaker: Geoff Howie, Market Strategist, SGX Group

There were interesting market movements across the sectors in first half of 2024, in addition to both institutional and retail flows. Join us as we share the highlights from first half, as well as to explore the upcoming trends you don’t want to miss for second half.

7.40pm: Singapore Small/Mid Cap Stock Picks

Speaker: John Cheong, Head of Small Mid Cap Research, UOB Kay Hian

Ongoing geopolitical uncertainties and higher-for-longer interest rate environment continue to cast uncertainties on the market and small/mid cap stocks. Therefore, it is important to stay selective on quality stocks with good fundamentals, such as attractive valuations and strong balance sheet. We will reveal small/mid cap gems that stand a good chance of outperforming the STI Index, including a manufacturing company poised to benefit from the semiconductor cycle recovery and an infrastructure service company offering an attractive dividend yield.

8.00pm: Q&A Session

8.30pm: Networking Session

9.00pm: End of Programme

Join us in-person at
SGX Auditorium, Level 2, SGX Centre 1
2 Shenton Way, Singapore 068804
Join us online via webinar

- If you are joining us in-person, the event registration will start at 6.00pm and bento dinner will be served.
- If you are joining us online via webinar, please note that the webinar will start at 7.00pm.

Session 2: Singapore Aviation & US Market Outlook

11 Jul 2024 | Thursday | 6.30pm – 8.00pm

Venue: Online Webinar


6.30pm: Singapore Aviation

Speaker: Roy Chen, Senior Equity Analyst, Research, UOB Kay Hian

Singapore aviation is nearing full post-pandemic recovery in 2024, with air travel volume reaching 97% of pre-pandemic levels in April. Singapore Airlines' profitability is set to decline from its 2023 peak over the next 1-2 years, as earnings pressure from airfare moderation is expected to outweigh benefits of further passenger volume recovery. However, opportunities exist in aviation services: ST Engineering and SIA Engineering will benefit from strong MRO demand as older aircraft remain in service longer due to issues with new models and supply chain constraints. SATS is expected to see profitability recovery, driven by rising global air cargo demand and improved margins as cost pressures are passed to customers.

6.55pm: US Market Outlook

Speaker: Paul De Vierno, Strategist, Private Wealth Management, UOB Kay Hian

We will dive into two forces that have been driving stocks higher this year: Artificial Intelligence (AI) and Glucagon-Like Peptide-1 (GLP-1). US corporates are jumping on the AI bandwagon. During 1Q2024 earnings calls, 199 of the S&P 500 companies mentioned AI, according to Factset. Meanwhile, anti-obesity drugs are making investors wallets thick and patients’ waistlines thinner. JP Morgan Research forecasts that the GLP-1 market will exceed $100 billion by 2030. Buckle up for a thought-provoking discussion on these powerful forces and whether they will continue to propel stocks for the balance of the year.

7.20pm: Q&A Session

8.00pm: End of Programme

Session 3: Singapore Banks & HK Market Outlook

15 Jul 2024 | Monday | 6.30pm – 8.00pm

Venue: Online Webinar


6.30pm: Singapore Banks

Speaker: Jonathan Koh, Director, Singapore Research, UOB Kay Hian

Higher interest rates for a longer time frame has positive ramifications for the Banking sector. Inflation is sticky and Central Banks cannot be too aggressive when they eventually start to cut interest rates. Thus, the erosion of banks' NIM and ROE is likely to be mild and manageable during the upcoming monetary easing cycle. Banks continue to provide attractive dividend yield of above 6%. BUY DBS (Target: S$40.70) and OCBC (S$18.10).

6.55pm: HK Market Outlook

Speaker: Curtis Yeung, Strategist, Retail Research, UOB Kay Hian HK

The Hong Kong stock market rebounded significantly in the first half of this year following the gradual recovery of the Chinese economy and policy combo. Hong Kong stocks remain undemanding compared with history. Looking forward into the second half, with the July Politburo likely to see further supportive policy rollout, Chinese equities might see renewed interest from investors. How should investors draw up their investment plans and pick the right beneficiaries?

7.20pm: Q&A Session

8.00pm: End of Programme

Please note that the webinars on 11 and 15 July are password-protected. The password can be found in the confirmation email once you have registered.

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