SG Strategy: After its 2014 portfolio outperformed the market by delivering a 24.1% return (inclusive of dividends) versus the 19.2% gain on STI, The Edge has put together its top 10 stock picks for the Year of the Goat.
The financial magazine cautioned that Singapore is not expecting robust economic growth, and its stock picks are premised on a combination of global trends and compelling micro stories.
The stock picks are as follows:
1) Ascendas India Trust – Beneficiary of India’s reforms and stabilizing rupee
2) China Aviation Oil – Expanding global footprint; attractive valuations
3) GuocoLeisure - Expansion plans gaining momentum
4) Mapletree Logistics Trust – Rising international trade bodes well for sector
5) Sembcorp Industries – Supported by utilities division; potential play on oil rebound
6) Sheng Siong – Strong FY14 performance to continue, led by stores expansion
7) SIA Engineering – Potential rebound from depressed levels
SGX – Potential beneficiary of market volatility via derivatives trading
9) SingTel – Strong diversified earnings base
10) Starburst - Beneficiary of higher defence spending budget regionally
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