Stock Picks 2020 - OCBC Investment 2019-11-25: Stay Invested; Selective Buying, Especially For Companies With Stable And Sustainable Dividends

Stock Picks 2020 - OCBC Investment Research | SGinvestors.io ASCENDAS REAL ESTATE INV TRUST (SGX:A17U) CAPITALAND LIMITED (SGX:C31) CAPITALAND MALL TRUST (SGX:C38U) NETLINK NBN TRUST (SGX:CJLU) SUNTEC REAL ESTATE INV TRUST (SGX:T82U) SINGAPORE AIRLINES LTD (SGX:C6L) SINGAPORE TECH ENGINEERING LTD (SGX:S63) UOL GROUP LIMITED (SGX:U14)

Stock Picks 2020 - Stay Invested; Selective Buying, Especially For Companies With Stable And Sustainable Dividends


Stocks picked in Strategy 2019 report gained 15.3%


2019 stock picks outperformed broader indices

  • For our 2019 Strategy, we titled the report as “Value over growth; stable and sustainable dividends” and the stock pick strategy largely reflected that with a strong preference for value stocks. Please refer to the report 2019 Stock Picks - OCBC Investment 2018-12-06: Value Over Growth; Stable and Sustainable Dividends for more details.
  • The list included a clear overweight on the banking and property sectors. The average gain is 15.3% - outperforming both the STI and the MSCI Singapore Index. Click on see full report button below for details in PDF report. 


Stock Picks 2020: Stay with some of the winners!


Venturing into selective e-commerce and internet stocks…



Stock Picks 2020


Stock Picks 2020 Fair Value Sector
ASCENDAS REIT (SGX:A17U) S$3.25 REIT
CAPITALAND (SGX:C31) S$4.42 Real Estate
CAPITALAND MALL TRUST (SGX:C38U) S$2.73 REIT
NETLINK NBN TRUST (SGX:CJLU) S$1.03 Telecom
SUNTEC REIT (SGX:T82U) S$2.05 REIT
SINGAPORE AIRLINES (SGX:C6L) S$10.46 Airlines
ST ENGINEERING (SGX:S63) S$4.64 Transport Support Services
UOL GROUP (SGX:U14) S$9.25 Real Estate
AIA Group (1299 HK) HKD90.00 Life Insurance
Alibaba (BABA US) USD203.50 E-Commerce Discretionary
Trip.com (TCOM US) USD38.00 Internet Based Services
JD.com (JD US) USD39.80 E-Commerce Discretionary
Tencent (700 HK) HKD391.00 Internet Media


Read also






Carmen Lee OCBC Investment Research | https://www.iocbc.com/ 2019-11-25
SGX Stock Analyst Report BUY MAINTAIN BUY 3.250 SAME 3.250
BUY MAINTAIN BUY 4.420 SAME 4.420
BUY MAINTAIN BUY 2.730 SAME 2.730
BUY MAINTAIN BUY 1.030 SAME 1.030
BUY MAINTAIN BUY 2.070 SAME 2.070
BUY MAINTAIN BUY 10.460 SAME 10.460
BUY MAINTAIN BUY 4.640 SAME 4.640
BUY MAINTAIN BUY 9.250 SAME 9.250



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