CapitaLand Ascott Trust

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.
As bulls and bears remain asleep, stay put in high-yield and non-cyclical counters - THE EDGE SINGAPORE

Investing ideas

As bulls and bears remain asleep, stay put in high-yield and non-cyclical counters

'Either the share prices go up, or earnings will come down. Of course, we hope valuations will go up'

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”.
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