Thursday, March 17, 2016


Economy: Singapore non-oil domestic exports (NODX) grew a surprise 2.1% y/y (est: -2.6%) in Feb, reversing Jan's 10.1% contraction, as shipments in both the electronic and non-electronic clusters grew.

Notable companies which could benefit include:
Electronics cluster - Venture, UMS, Trek 2000
Non-electronics cluster - Soo Kee, Aspial

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