27 September 2024
Bigger Picture: ST Engineering to benefit from Boeing's woes
Shekhar Jaiswal, Head of Equity Research, RHB Bank Singapore explains why it's a case of bad news for Boeing being good news for ST Engineering, as the planemaker grapples with worker strikes. He also looks at how much interest rate cuts will help ST Engineering.
Produced/Presented: Ryan Huang

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26 April 2024
Bigger Picture: Finding ESG "diamonds in the rough" in the stock market
As US markets have edged higher, sometimes it’s hard to find opportunities when valuations are so high.
Willie Keng speaks to Shekhar Jaiswal, Head of Equity Research, RHB Bank Singapore, who worked with a team to publish an extensive report called "ESG Diamonds In the Rough", and pinpoints 12 stocks to look at.
Presented and produced by Willie Keng

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16 January 2024
Bigger Picture: What factors will support a strong STI performance in 2024?
Shekhar Jaiswal, Head of Equity Research, RHB Bank Singapore, discusses expectations on how the STI will fare in 2024 and factors that will support a stronger performance; investment themes in the first quarter; opportunities and names to watch out for in the small-cap space; as well as how aggressively investors should be increasing their exposure to REITs and the type of REITs they should focus on.
Presented by Ryan Huang
Podcast edited by Emaad Akhtar (eakhtar@sph.com.sg)

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23 June 2023
Market View: Singapore’s core inflation eases to 4.7% on-year in May; Japan’s core inflation numbers exceeds forecasts in May; TikTok’s leadership changes; Ford preparing a new round of layoffs; Quarz Capital’s proposal for Sabana REITto use internal manager
Singapore shares dipped today after global markets ended mixed overnight.
In terms of companies to watch for today, we have Sabana Industrial Real Estate Investment Trust.
That’s after its manager has criticised activist investor Quarz Capital’s proposal for the Reit to use an internal manager instead, warning unit holders that it may destroy the value of their investment.
Meanwhile, we’re seeing a number of international news making headlines including Japan’s inflation numbers, leadership changes at TikTok, layoffs at Ford and not to mention – a cage fight between Twitter’s Elon Musk and Meta’s Mark Zuckerberg.
On Market View, the Drive Time team unpacked these developments with Shekhar Jaiswal, Head of Equity Research, RHB Bank Singapore.

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30 May 2023
Market View: Sats’ 2H earnings down despite 57.1% rise in revenue; SIA’s appetisers on Sats’ top line; Delay in Olam Agri’s IPO; CP All, Airports of Thailand, PPT Exploration and Production; Eyes on Washington with Congress set to vote on debt ceiling deal
Singapore shares opened higher today after European markets ended mixed amid concerns over the US debt deal and rate hike possibility.
In early trade, the Straits Times Index (STI) was up 0.1 per cent to 3,197.69 points after 41.6 million securities changed hands in the broader market.
In terms of companies to watch for today, we have Sats. The in-flight caterer and ground handler reported earnings of S$6 million for the second half-year ended March 2023.
That’s a 16.7 per cent decrease year on year, and comes despite a 57.1 per cent increase in revenue.
Elsewhere, all eyes are on Washington with the House set to vote on the US debt ceiling deal to prevent a painful default by the world’s largest economy.
Aside from that, we have yet more corporate news for you ranging from BYD’s bid to supply EVs to Indonesia’s largest taxi operator to the trading of three new Thailand blue-chip names on the Singapore stock exchange.
On Market View, the Drive Time team unpacked these developments with Shekhar Jaiswal, Head of Equity Research, RHB Bank Singapore.

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21 February 2023
Market View: Genting Singapore’s H2 net profit more than doubled yoy, Sembcorp Industries H2 profits up 54% yoy, SingPost’s operating profit fell 9.7 per cent despite rising revenues
Singapore stocks opened nearly flat today following gains in the European market.
The Straits Times Index fell 0.04 per cent to 3,307.59 points in early trade after 87.2 million securities changed hands.
In terms of companies developments to watch today, integrated resort operator Genting Singapore’s net profit for its second half-year ended December more than doubled from the year-ago period to S$255.7 million
Similarly, Sembcorp Industries posted a 54 per cent on-year increase for its H2 net profit ended December, as a result of  higher contributions from its renewables and conventional energy segments.
On Market View, the Drive Time team broke down key market developments with  Shekhar Jaiswal, Head of Equities Research, RHB Singapore.

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20 January 2023
Bigger Picture: RHB eyes STI upside of 5%
Shekhar Jaiswal, Head of Equities Research, RHB Singapore discusses his target for the Straits Times Index of 3,440 points by the end of the year, and his top picks in the banking sector for OCBC and DBS.

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8 July 2022
Bigger Picture: ComfortDelgro to ride economic re-opening
Shekhar Jaiswal, Head of Equities Research, RHB Singapore, discusses why he favours ComfortDelgro in the second half of 2022, as it benefits from border restrictions easing and return to pre-pandemic transport demand.

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9 May 2022
Bigger Picture: Singapore closes ABSD loophole & other key market issues
Shekhar Jaiswal, Head of Equity Research, RHB Singapore discusses the significance of the government's move to close the loophole on slapping 35% ABSD on residential property transfers into a living trust, and his takeaways from the earnings season so far.

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21 April 2022
Stocks to Watch: ComfortDelgro and ST Engineering
In this week's Stocks to Watch, we're joined by Shekhar Jaiswal, Senior Equity Head & Team Head (Singapore), RHB Investment Bank to discuss how transport operator ComfortDelgro can pass on higher costs to run its business and how ST Engineering's well diversified business has helped the company in the current volatile market environment.

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28 February 2022
Bigger Picture: Ukraine crisis implications for Singapore stocks
Shekhar Jaiswal, Head of Equities Research, RHB Bank Singapore discusses which will be the companies most affected, and where investors can turn to instead.

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18 January 2022
Bigger Picture: Singapore markets pushing 2.5-year highs
Shekhar Jaiswal, Head of Equity Research, RHB Singapore, discusses how much more the Straits Times Index can push higher after jumping 5% year-to-date, driven by a rally in bank stocks.

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7 October 2021
Market View: The 4th Quarter Market Outlook According to RHB
Markets face a wall of worry in the fourth quarter, ranging from inflationary concerns, debt ceiling issues in the US, rising yields and persistent COVID-19 issues. Can the Straits Times Index also mount a sustainable challenge of 3100 after struggling below this level for most of September? Shekhar Jaiswal, Head of Equity Research at RHB, joined us on Prime Time to share the bank's outlook for the last 3 months of 2021.

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5 July 2020
Market View: Singapore PMI figures & outlook for Singapore’s three lenders
Shekhar Jaiswal, Head of Equity Research, RHB Singapore shares why RHB is overweight on Singapore's three lenders, and his top stock picks.

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1 June 2020
Bigger Picture: Riding the recovery with cyclicals & high-yield stocks
Shekhar Jaiswal, Head of Research, RHB Singapore, shares his outlook for the Singapore market following the government's guidance that Phase 2 HA restrictions are on track to be eased, but COVID-19 will unlikely disappear.

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11 September 2020
Bigger Picture: Stick to defensives with selected cyclical exposure
Shekhar Jaiswal, Head of Research, RHB Singapore, talks about whether it is worth being exposed to Singapore stocks as the STI pushes its lowest levels in five weeks while Wall Street trades near record highs.

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27 Nov 2019
Bigger Picture: RHB's top picks from Q3 earnings season
Shekhar Jaiswal, Head of Equity Research, RHB Research Institute, shares why he's bullish on First Resources, Bumitama Agri and Wilmar in the plantation space, and amongst REITs he is looking at CDL Hospitality, Manulife US REIT and Suntec REIT.

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22 March 2019
FOMC & Top Sectors in SG
Shekhar Jaiswal, Head of Equity Research, RHB Research Institute shares what investors should keep an eye on in the markets, including the latest FOMC meeting.

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