Brokers' take
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Singapore UOB Kay Hian, Nov 9
OUR 2018 FSSTI target of 3,530 has the potential to stretch to 3,730 should corporate earnings pleasantly surprise. Meanwhile, we see selective themes for 2018, including multi-year growth stocks, reflation picks, quality laggards and stocks with earnings surprises/specific catalysts. Investment themes that we favour for 2018 include: a) companies with multi-year growth drivers, b) reflation picks, c) quality laggards, and d) stocks with earnings upside.
Stock picks in 1H-18 portfolio. In the large-cap space, we like OCBC, Keppel Corp, Sembcorp Industries, CapitaLand, Frasers Hospitality Trust, CapitaLand Commercial Trust, Ascendas Reit, SATS, Singtel, Venture and Wing Tai. Mid-cap gems include Cityneon, GL and Banyan Tree. Sell Singapore Press Holdings and top-slice CapitaLand Mall Trust.
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