Browsed by
Tag: sectoroutlook

Weekly Analysts On Demand Series: Logistics Industry Overview and Your Stock Vote! #analystsondemand

Weekly Analysts On Demand Series: Logistics Industry Overview and Your Stock Vote! #analystsondemand


This column is jointly written by @fayewang, @gordon_ong and @J_Chou
-Faye is both a fundamental analyst and economist by nature. She is a global thinker who’s open-minded and enjoys learning from the market.
-Gordon has a demonstrable interest in equity investments, financial markets, and negotiating deals. As @NTUInvestmentClub president, he has an understanding of what factors drive an organisation’s success.
-Jay has an interest in global macro trends, financial markets and equity research and enjoys applying a combination of the three in his investments. His eventual investing goal is to manage a risk parity portfolio and achieve true financial freedom.

Together, they are your analysts on demand!

If you like this column, please start voting which stocks you would like them to write on in their next article! This is your chance to interact with them and they will write on the most voted stock of your choice!

How to vote: Comment on only one Logistic listed stock of your choice mentioned in the article. The most number of likes/comments by tomorrow morning will be chosen. It’s that simple!

Voting starts now and ends at tomorrow (15 June) when market opens (9am)!

Disclaimer: this article simply provided analysis on stocks from the fundamental perspective, it does not represent any buy/sell recommendation from Investingnote. *All the dollar unit ($) in this article refer to SGD.


Picture retrieved from: Transport and Storage Services Industry Infographic
http://www.singstat.gov.sg/statistics/visu…

Read More Read More

China’s Water Sector: Current Conditions

China’s Water Sector: Current Conditions

a-dead-fish-floats-in-water-filled-with-blue-green-algae-at-the-east-lake-in-wuhan-hubei-province-august-20-2012Introduction

Most of the data collected for this article are from this excellent website, http://chinawaterrisk.org/, and its published research articles.

The listed stocks in Singapore involved with China’s water sector are: $CiticEnvirotech(CEE)$China Everbright(U9E)$SIIC Environment(BHK)$Hyflux(600).

Sector Overview

China’s water sector has long been an attractive target for investors. Natural scarcity of rainfall, coupled with industrial pollution from decades of unbridled industrial growth, have made most of China’s waterways, reservoirs and groundwater unsuited for drinking and even agricultural and industrial use. Water conditions within China, especially its 9 dry provinces, remain stressed. Climate change is expected to cause retreating Himalayan glaciers and further exacerbate water scarcity. One significant catalyst for the sector has been the government’s recent anti-pollution and pro-water policies, and local governments tendering more water treatment contracts to meet targets. Increasingly stringent water quality regulations are affecting small water players and inefficient SOEs, while foreign players are being hindered by their relative lack of political connections to local authorities and lax IP enforcement.

Read More Read More

Sector Overview: Healthcare

Sector Overview: Healthcare


This column is jointly written by @fayewang, @calvinwee and @gordon_ong
-Faye is both a fundamental analyst and economist by nature. She is a global thinker who’s open-minded and enjoys learning from the market.
-Calvin is a fundamental analyst at heart and an ardent disciple of value investing. He relishes the process of searching for undervalued stocks and enjoys collecting dividends from his stocks.
-Gordon has a demonstrable interest in equity investments, financial markets, and negotiating deals. As @NTUInvestmentClub president, he has an understanding of what factors drive an organisation’s success.

Sector Overview

The high quality of the healthcare sector is one of Singapore’s crown jewels. Singapore was ranked 1st in Asia according to Bloomberg’s “Most Efficient Health Care list of 2014.”, which measures the overall efficiency of a country which considers life expectancies, healthcare cost as a percentage of GDP and other relevant factors. Singapore has developed an advanced healthcare system that stands out for its excellence accompanied by relatively low government spending. Affordable basic healthcare is available to Singaporeans through subsidised medical services at public hospitals and clinics.

Read More Read More