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Sunday, March 1, 2020

Great Sales Shopping List(Compiled)

1) Key Strategy: Focus on top blue chips stocks as when market rebound they will be leading.
2) Time Frame: >3 months
3) Execution: From next week, aggressive to buy in one batch, conservative to buy in batches and from one day to weeks

List 1: Great Sales for Singapore Stocks
Key Stats:
1) STI 10-year High-Low: 3641.65(Yr2018)-2521.95(Yr2011)
2) STI 5-year High-Low: 3641.65(Yr2018)-2528.44(Yr2016)
3) STI 3-year High-Low: 3641.65(Yr2018)-2955.68(Yr2018)
3) Current level 3011.08 is at 56% discount from its 10-year peak and 57% from its 5-yr peak, 92% discount from its 3-yr peak.

Overweight:
1. Banks: DBS, UOB, OCBC
2. Technology: Venture (also can consider AEM and UMS)
3. Defensive and Singapore core Assets: SGX, ST Engineering, SingTel
4. REITs: Areit, MapletreeLog, MapletreeCom, CMT, CapitaCom
5. Local Developers: UOL, Capitaland, CDL
Refer to below latest data:

List 2: Great Sales for HK/China Stocks
2020 China Core Assets top picks:
1.    Wuliangye Yibin(000858.SZ)
2.    Alibaba(9988.HK)
3.    Tencent(700.hk)
4.    Meituan(3690.hk)
5.    ZTE(763.HK)
6.    Xiaomi(1810.hk)
7.    Pina an(2318.hk)
8.    Shimao Prop(813.hk)
9.    Shenzhen Mindray Bio-Medl(300760.SZ)

10.  New Oriental Education(EDU.O)


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