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)

All Focus on A shares and H shares

HK stocks(H share) and Shanghai stock(A share) price difference become bigger and bigger after recent A share soaring, the H shares aren't following up actually. So the next thing i expected is the H share will be next to catch up. Same comapny if H share is cheaper than A share, which one will you buy? Money will always flow to where it got better opportunities. 
Table for Financial sector hot stocks A/H ratio:

 HK listed broker houses:

 AH banks PE and PB ratio:

Weekly/Monthly Wrap

For the week, Shanghai Stock Index (SSE) had its biggest advance in four years. It gained 7.88% or 196points weekly, its seven consecutive monthly gain as well.

 It's a remarkable rally for China stocks on Friday 28 Nov 2014, the A shares trading in Shanghai stock exchange and Shenzhen Stock Exchange had a combined trading value for 710.5 billion RMB or 115.9 billion USD in a single day, China surpassed USA 99.5 billion USD record on 26 Jul 2007. Become the single best trading day in human life.

Hongkong tracks China with 2.3% gain in the week.

Oil price drop has sent transportation stocks new highs as a low oil price means lower cost for them. Stocks such as SIA hit new high.

 Massive funds seen flow into the SSE with super high volume. SSE is in its 7th consecutive monthly gain.

Monthly index performance as follow. For the month of Nov, SSE gained the most with 10.9% on the top of the list. HSI is the only red index lost 10 points.

Other indexes gained from 3.5% to 2.3%. SSE is on its 7th consecutive month gain.

Shanghai-HongKong Connect Focus List:

17/11 Mon, stockwatch

It's a big day today for the Shanghai-Hongkong markets. The Connect(沪港通）finally will be start today. Maybank Kim Eng client can trade Shanghai stock at ketrade online. Go to trade--> Quote-->from the markets drop-down list, select SH-HK, then key in stock code in the search box.

H shares: 

1、港交所(00388)

2、长城汽车(02333)

3、友邦保险(01299)

4、第一拖拉机(00038)

5、腾讯(00700)

A Shares:

1、上海汽车(沪:600104)

2、贵州茅台(沪:600519)

3、宝钢(沪:600019)

4、青岛海尔(沪:600690)

5、大秦铁路(沪:601006)

Stock top list for A Shares and H shares:
------------------------------------------------------------------
Infra and Railways construction:
中材国际（600970，收盘价10.25元）、
中国建筑（601668，收盘价4.00元）
中国中铁(601390.SH)
中国铁建(601186.SH)
----------------------------------------------------------------
医药板块 Pharmacy:
天士力 600535.SH
恒瑞医药600276.SH
片仔癀600436.SH
同仁堂600085.SH
白云山600332.SH
威高股份01066.HK
-----------------------------------------------------------------
券商板块 Broker houses:
中信证券（600030，收盘价15.38元）

Guotai Junan (01788.HK)
----------------------------------------------------------
低估值蓝筹:
上汽集团（600104，收盘价18.87元）
青岛海尔600690.SH
-----------------------------------------------------
AH股折价较深个股:
海螺水泥（10.77%）、600585.SH
青岛啤酒（10.22%）、600600.SH
中国太保（9.14%）、601601.SH
招商银行（8.87%）600036.SH
-----------------------------------------------------
特色股板块:
贵州茅台 （600519，收盘价157.29元）
伊利股份（600887，收盘价25.48元）
中国国旅 （601888，收盘价37.90元）
中航科工（02357，HK）
航空动力（600893，收盘价27.07元）
腾讯控股（00700，HK）
金山软件（03888，HK）
金沙中国 （01928，HK）
银河娱乐（00027，HK）
美高梅中国（02282，HK）
永利澳门（01128，HK）

Singapore listed China ETF Hit New Low

The only Singapore listed China ETF "UETF SSE50 China100X"( code: JK8) ETF dived to new low yesterday following China banks cash squeeze crisis. The ETF is comprising 50 top China listed companies in Shanghai stock exchange.( click HERE for more information)

The United SSE 50 China ETF aims to provide investment results that, before fees, costs and expenses (including any taxes and withholding taxes), closely correspond to the performance of the mainland Chinese equity market as measured by the SSE 50 Index. Securities eligible for inclusion in the SSE 50 Index include equity securities issued by companies incorporated in China, and listed on the Shanghai Stock Exchange (SSE) in the form of A-Shares and are denominated in Chinese Yuan. The SSE 50 Index is an index consisting of 50 constituent stocks which are the 50 largest stocks of good liquidity listed on the SSE. The objective of the SSE 50 Index is to reflect the performance of the good quality large enterprises, which are influential in the SSE. The United SSE 50 China ETF is the first China A-Share ETF to be listed on the Singapore Stock Exchange. It is also the first China A-shares ETF to be denominated and traded in Singapore Dollars.

Technically,UETF SSE50 hit new historical low yesterday to 1.44 following SSE's panic selling and recovered in the afternoon to close at 1.53, its support is at 1.47. Its currently trading at 1.51(2.59pm)

Wanna Catch up China Market Rebound?

If you wanna catch up with the Chinese market rebound, consider buy Utd SSE 50 China ETF( sgx code: JK8, click HERE for more info), it tracks closely the Shanghai SSE index.

It closed at 1.77 yesterday.

Weekly Wrap

As I'm leaving town early tomorrow morning for my weekend and only be back late Sunday. Think I will just go ahead with the weekly wrap without the US index, as I'm writing now(11.47pm), DJI -26 pts at 14512and SPX -2pts at 1561. This week until now, the DJI gained for a total 113 pts.

It's a red sea for Asian markets this week. STI dropped 0.1% and HSI lost 2.4%.
STI has been trapped within the range 3300-3260 for seven weeks, with spike through in between but closed within the range.

Is US Stocks Inflated Now?

Major S-chips Performance

Below table is major S-chips performance. from Zaobao.

Weekly/Monthly Wrap

STI closed this week at 3291.14, with 21.83 point or 0.7% gain. Another 9points to reach my immediate target 3300. It should be easily takeover in coming week.

For major indexes in below table, Shanghai gained the most with 5.6% up. All the rest indexes are bullish for the week. A picture says thousand words.

Jan 2013 just ended, below table shows major indexes performance the month, the champion goes to DJI with 5.8% gain, and Shanghai followed by 5.1%.

STI next major target is at 3680 for this year. Let's see if it can achieved.

Yr 2012 Indexes Performance

Happy New Year 2013!

As we are heading to new year and new start, it's time to make new year's resolution again. To me, the significance of new year's resolution is not whether we can achieve it but the most importantly, to set a target and try our best to strive for it in the year.

The year of 2012 is a remarkable year. The world of financial market has gone through turmoils and it survived-- Greece remain inside the EU, the EUR did not collapse etc. The worst is over and 2013 is expected to be a better year. Let's take a look at the world's major indexes, their performance are stunning, all markets below has gone up, despite of crisis. You may wondering why it's so? "The opportunities are inside the risk."

For the past year, Hang Seng rose 22.9%, and STI is second with 19.7% gain.

Major Market Update

Good morning everyone. Below charts are the major Indices updated in my weekend workshop, for those who unable to attent.

STI closed an inch below its important 50% level at 2918, more upside to go if it can break and close above this level.

DJI marginally break above its multi year high on close last Friday. Very bullish.

S&P 500: at Resistance level last Friday.

Nasdaq: the strongest one among the three US indices. Breaoutout its major resistance level on Friday.

Hang Seng:  similiar to STI chart, HSI at its important 50% level 20734 now, more upside if it can break and stay above this level.

Shanghai Index: one of the worst performer in the world. Shanghai index lagging behind a lot, still got a lot of room to catch up.

Shanghai Index

Shanghai index chart looks nice for technical analysis, means to say all the techinical signals--support/resistance levels, fibonacci levels work perfectly confluence with each other.

The next support levels I'm watching out: 2750(50% retracement) and 2680( major support)

China Stock Market Wake Up

Shanghai Stock Index have had stunning move for the past five consecutive days...big WOW.

I don't see any major resistance until its 61.8% retracement level 3110.

Shanghai and Hangseng Stock Exchange

Both HSI and SSE indices are at their resistance level. With Hangseng needs to passover the line of 20960 in order to move higher.


Shanghai index need to break above its 2590 resistance in order to move higher. The relatively bearish sentiment in regional market could drag our STI from being climb higher.

Long Candidates for China Stocks

China stocks is much like in the year of 2007, keeping on climb higher and higher... I manage to bought few counters weeks back as mid to long term investment. If you have the privilege to buy china stocks and do not want to miss the hot run...below the SSE stocks for your consideration, there are plenty of room to the upside:

SSE-- The Gorgeous Move

If you still remember my 1st China stock post about one month ago(check Here).I just took a re-vist to these stocks. one word i can say: It's gorgeous move. Unbelievable.

China Stock Market

For those of you who has the privilege to trade China market, here's a good news. The newer version of CNX will have Shanghai and Shenzhen stock exchange data, release soon... it quite surprised me the Chinese stock charts looks quite similar to US stocks-- they really can move huge once take off. Gee!!



Here are the very 1st dishes for you: