DBS Asian Insights
@dbsinsights
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DBS Asian Insights, from @DBSbank - as a bank born and bred in Asia, we know Asia better. Sharing insights from https://t.co/6ga4raE6QT
Asia
Joined April 2014
SIA reported better-than-expected operational metrics in December on robust passenger traffic and load factors across all route regions. Its #stock recently rose above multi-year resistance on good volume. Is it time to take #profit? https://t.co/HSTXWQZkhp
#insightstoinvest
dbs.com
Access expert insights by DBS Group Research on our investment research platform, with coverage of over 600 global stocks.
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#Global #travel recovery is unlikely to be derailed by the resumption of travel restrictions imposed by numerous countries due to #China’s reopening. #Reopening stocks should see a strong second-wind. Find out the names to watch. https://t.co/0Td051TJQp
dbs.com
Access expert insights by DBS Group Research on our investment research platform, with coverage of over 600 global stocks.
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Production problems at a major iPhone factory in China amid COVID-related protests have impacted key Apple supplier Foxconn's revenue. But we see signs the situation is improving. Will Nanofilm, also an Apple supplier, see the same? https://t.co/IfZ3dn1AwD
#insightstoinvest
dbs.com
Access expert insights by DBS Group Research on our investment research platform, with coverage of over 600 global stocks.
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Brokerage activities in #China were sluggish in 2022 amid dampened investor sentiment, but we believe 2023 could be the start of the sector’s next #upcycle. Find out what is driving growth. https://t.co/vdqxWtKRhq
#insightstoinvest #brokers #financials
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#Singapore's latest data indicate a slowdown in the manufacturing sector in December from soft global demand. Weak consumer #electronics demand remains a near-term concern and will continue into FY23. How will #tech #stocks be affected? https://t.co/vK8KVtKMjE
#insightsinvest
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We are replacing one #SREIT with another in our #Singapore #EquityPicks - locking in gains for one and anticipating further upside in the other in the higher-for-longer interest rate environment going into 2023. Find out who they are: https://t.co/xONR1rG2yM
#insightsinvest
dbs.com
Access expert insights by DBS Group Research on our investment research platform, with coverage of over 600 global stocks.
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We believe #Singapore’s real estate cycle will enter a more modest #growth phase, but we still project most sectors to see market rents remaining on an uptrend in 2023. Find out what's driving #SREIT's in the coming year. https://t.co/jSR382ErNB
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We see positive developments supporting #Singapore #stocks: 1) #HongKong announced further easing of COVID restrictions; 2) fears of jumbo Fed rate hikes has alleviated. We outline which names will benefit: https://t.co/uqdmIVW01M
#insightsinvest
dbs.com
Access expert insights by DBS Group Research on our investment research platform, with coverage of over 600 global stocks.
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The good thing about #2023 is that the markets are forward looking. #China’s shift from zero-COVID and recovery, easing inflation and interest rates, mostly resilient #Asean economies are likely drivers for outperformance. Find out our best #stock ideas. https://t.co/VvSq1nazS0
dbs.com
Access expert insights by DBS Group Research on our investment research platform, with coverage of over 600 global stocks.
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Within a few years, Chinese pure #EV players doubled their market share in #China's #auto market. We expect them to make more gains going forward, with designs that appeal to younger buyers. But that's not all that's propelling growth. https://t.co/0CJW737wV2
#insightsinvest
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Households in #Singapore are feeling the pinch as mortgage rates rise in tandem with higher interest rates. Will this lead to mortgage defaults and a property market crash? We doubt it. Find out why in our latest video: https://t.co/I22E05q1Qa
#insightstoinvest #banks #property
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In 2023, global #markets will reckon with slowing #trade and #growth, declining but still-uncomfortable levels of #inflation, and other troubles. But we also see silver linings. Find out what they are and our 2023 #investmentstrategies: https://t.co/XvbvXOjloi
#insightstoinvest
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This year's global outlook reports from multilateral agencies mostly believe #macroeconomic risks remain unusually large. Yet, there's a chance this narrative may be wrong. It may turn out to be better than feared. Find out why. https://t.co/PBZOBXboXa
#insightstoinvest
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With #Fed rates to remain higher for longer, #US #banks are set to benefit. Check out the infographics to find out what else is driving US #financials. Want to gain exposure to this theme? Here's our top US financials ETF picks: https://t.co/ueKv6vtIlQ
#insightstoinvest
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We believe #Singapore’s #inflation will remain high in 2023 while economic growth momentum is set to slow further. A technical recession within the next three quarters should not be discounted. What does this mean for the SGD and rates? https://t.co/Ga8TVNTEgS
#insightstoinvest
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This company's sales and net profit rose y-o-y, topping our forecast. With upcoming festivities and reopening optimism, we expect continued #growth in 2023, and have upped exposure to the #stock in #Singapore Equity Picks. Find out who: https://t.co/AqZiowHeI0
#insightstoinvest
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#US recently imposed additional measures restricting #China from obtaining equipment for manufacturing high-end #semiconductor #chips. We explore the bull, base and bear case scenarios of this development. Find out what could happen. https://t.co/iMEZ433Q2J
#insightstoinvest
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#Fed minutes revealed a majority of officials favour a slowdown in the pace of rate hikes. 10Y US Treasury yield retreated, which should underpin #Singapore rate hike casualties REITs and technology stocks. Find out which names we like. https://t.co/2Y2y79kmDj
#insightstoinvest
dbs.com
Access expert insights by DBS Group Research on our investment research platform, with coverage of over 600 global stocks.
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Contest ends tomorrow! Act fast to win! Correctly predict the Straits Times Index’s closing price on 30 Nov 2022. 3 most accurate entries win $200 e-vouchers each. Learn how to multiply your reward to $600: https://t.co/WaBTHfQ6K1 Click here for clues: https://t.co/erEvd6kzEo
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Nvidia and Dell's Q3FY23 results suggest the resilience of corporate spending on #IT infrastructure, while their consumer #electronics segment lagged. But another IT sub-segment is looking attractive: https://t.co/RkUCw6PusY
#insightstoinvest #technology
dbs.com
Access expert insights by DBS Group Research on our investment research platform, with coverage of over 600 global stocks.
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