Corporate Profile & Investment Seminar

Corporate Profile & Investment Seminar
Analysts Panel Discussion

Are property plays hot again? Cambridge Industrial Trust, a Singapore-centric real estate investment trust, will be presenting their take on the property sector. Come and find out more about how the property market is doing and perhaps gain some investment tips.

Market, Stock & Sector Review

Mr Kevin Scully

Executive Chairman, NRA Capital, a very popular and respected market and stock commentator. He will be taking part in the panel discussion and will give his valuable views on which direction the Singapore Stock Market will be taking in the near future. You can expect some advices and guidance.

Our SIAS Research Analysts will be also be there to hold a Panel Discussion with Mr David Gerald as moderator on the outlook for their respective sectors. Alan Lok will be discussing Consumer Durables, Water and Steel; Koh Chin Lek on Oil & Gas and Logistics; Johnny Kwon on Property and Tech and Jessy Xia on Healthcare and Shipping.

Johnny Kwon	Are Reits still defensive? Will give an assessment on the property market and in particular Reits.
Koh Chin Lek	What happened to some of the O&G counters? In the last two weeks, the oil price has declined to US$120 more than or 15%. Will the trend continue?
Alan Lok	How should Investors react to China shoes stock? With more than 40,000 shoe manufacturing plants churning an annual output of 6.5 billion pairs of shoes in China today, the market is virtually flooded with hordes of local brands. It has even been labelled as a “red sea” competition with many expecting price wars to erupt among the various original brand manufacturing players after the 2008 Olympics. With a couple of them currently listed on SGX, how should investors react to this situation?
Jessy Xia	What really drives the Chinese stock market? Investors may find China attractive for its long-term growth prospects or its risk diversification potential. However the miserable performance of China’s stock market this year is apparently contradicting the underlying economy. Is the stock market wrong this time in predicting the economy? For people who are holding S-chips and Singapore companies with operations in China, there is too much at stake to ignore what the market is trying to tell.