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alpha picks
Broker's Calls
UOBKH adds CLAS and SATS, drops RH Petrogas, SIA Engineering and FEHT from alpha picks
UOBKH’s alpha picks portfolio outpaced the STI in 4QFY2023 and the full year, gaining 2.2% and 8.7% on an equal-weighted basis.
January 04, 2024
Broker's Calls
UOBKH adds Marco Polo Marine and RH Petrogas, removes Delfi, LHN Group and Yangzijiang from October alpha picks
UOBKH’s alpha picks portfolio beat the STI by 4.7 ppts, “overcoming weak investor sentiment in September”.
October 02, 2023
Broker's Calls
UOBKH adds MINT, removes Raffles Medical for alpha picks portfolio
UOB Kay Hian's alpha picks portfolio has beaten the STI in 16 out of the past 18 months.
September 04, 2023
Broker's Calls
UOBKH adds Raffles Medical and ThaiBev to alpha picks; drops Singtel, Food Empire and Aztech
This is the fifth consecutive month that the alpha picks portfolio has beaten the STI.
June 07, 2023
Broker's Calls
UOB Kay Hian adds MLT to its alpha picks for January; removes LREIT
UOB Kay Hian has switched up its REIT preference by adding Mapletree Logistics Trust and cutting losses on Lendlease REIT.
January 03, 2023
Broker's Calls
UOBKH adds Singtel, First Resources, Keppel to Alpha Picks, replaces Nanofilm with Venture
UOBKH's Alpha Picks outperformed the Straits Times Index (STI) in October, declining 1% against the STI’s 1.2% fall.
November 10, 2022
Broker's Calls
UOB Kay Hian adds ThaiBev and CDG to its alpha picks; removes BRC Asia and Frencken
The analysts from UOB Kay Hian believe CDG and ThaiBev will benefit from the demand recovery from the economic reopening.
October 12, 2022
Broker's Calls
UOB Kay Hian adds Nanofilm to its alpha picks portfolio, removes AEM, Venture and CDG
The addition comes as the team believes Nanofilm’s new product launches and market expansions will lead to a strong 2HFY2022.
September 05, 2022
Broker's Calls
UOB Kay Hian adds Sembcorp Industries and BRC Asia to its alpha picks portfolio, removes Keppel Corp and MM2
The team’s portfolio outperformed the STI in July, increasing by 5.4% on a market cap weighted basis.
August 03, 2022
Broker's Calls
UOB Kay Hian adds Frencken and LREIT to its alpha picks portfolio, removes Singtel and SingPost
The team’s portfolio fell 2.9% m-o-m in May, but still outperformed the benchmark Straits Times Index (STI)’s 3.7% m-o-m decline.
June 07, 2022