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Analyst Week: Regional Aviation & Plantation
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.
Plantation
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.
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