Wednesday, December 26, 2012
Consolidated Top Picks for 2013
Consolidated Top Picks for 2013: We have tried to Tabulate the Top Picks for 2013 via the various strategy reports we have received from the various houses so far and key summary from what we have compiled are as per follow:
1) Kep Corp: Continues its 2012 trend to be the most favorite Pick for 2013
2) Capitaland, CMA and GLP appears to be the most preferred Developer Pick
3) Suntec REIT scores the highest among the REITs sector, followed by Ascendas
4) First Resources is the most favorite CPO/commodities play
5) Ezion is the most favourite Mid Cap O&M Play
6) NOL appears to be a favorite for the turn around theme, followed by Wilmar
7) Street appears tied in btwn DBS and UOB as the Top SG Bank Pick
8 ) Venture Corp, SATS, Comfort Delgro and STE appears to be the preferred Yield / Defensive Picks
9) Favorite Telco appears to be M1
Do note that the above findings are subjected to changes, as quite a couple of houses have not released their 2013 Strategy reports yet.
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