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Session 1: Singapore Market Outlook Hybrid Event! Online Webinar Details Date: 11 January 2025, SaturdayTime: 9.15am - 12.35pm Venue: Online Webinar Programme 9.15am: Welcome Address9.25am: Singapore Market Overview: Looking for Outperformance (Speaker: Adrian Loh, Head of Research, UOB Kay Hian) 9.35am: InnoTek SGX-UOBKH Presentation: Manufacturing for Tomorrow (Speaker: Neal Chandaria, Chairman, Innotek) 9.45am: Uncovering Hidden Gems of 2025 (Speaker: John Cheong, Head of Small Mid Cap Research, UOB Kay Hian and Heidi Mo, Research Analyst, UOB Kay Hian) 10.00am: Q&A Session 10.45am: Break* 11.15am: Singapore Banks: The Trend Is Your Friend (Speaker: Jonathan Koh, Director, Singapore Research, UOB Kay Hian) 11.30am: Valuetronics Corporate Presentation (Speaker: Joseph Lui, CFO, Valuetronics) 11.40am: Singapore Aviation Sector 1H25 Outlook (Speaker: Roy Chen, Senior Equity Analyst, Research, UOB Kay Hian) 11.55am: Q&A Session 12.35pm: End of Programme *Please note that there will be a 30-minute break at 10.45am.
Synopsis
Singapore Market Overview: Looking for Outperformance Discover more about precision metal components manufacturer InnoTek and its transformation strategies to expand its customer base into the emerging fields of GPUs and Electric Vehicles. With five manufacturing facilities in the PRC, one facility in Rayong, Thailand, and two facilities in Bac Ninh Province, Vietnam, InnoTek serves the consumer electronics, office automation and automotive industries. Uncovering Hidden Gems of 2025 With ongoing geopolitical uncertainties and renewed concerns around rates remaining higher for longer, small/mid cap stocks offer the potential for long-term capital appreciation supported by strong profit growth. We highlight quality small/mid cap investment picks you may have missed, including a proxy play for data centres and an engineering services provider with a robust project pipeline. Singapore Banks: The Trend Is Your Friend Banks benefit from higher bond yields and growth within ASEAN. The re-election of Donald Trump has led to higher government bond yields as his policies are expected to cause higher inflation and a widening budget deficit. Nearer home, ASEAN economies are benefitting from the repositioning of supply chains, thus attracting more FDIs. Banks are refocusing on capital management post-implementation of Final Basel III Reforms. DBS has established a new share buyback programme of S$3b, whereby shares will be purchased in the open market and cancelled. UOB plans to return surplus capital of S$2.5b back to shareholders. OCBC will review its capital position at end-24 and might follow suit. Banks are attractive due to the brighter outlook for regional economies and their high recurrent dividend yield of 6%. Valuetronics Corporate Presentation An overview of Valuetronics' business and performance, latest corporate updates, outlook & prospects and future plans. Singapore Aviation Sector 1H25 Outlook Business volume of Singapore aviation companies are expected to continue edging up or exceeding pre-pandemic levels in 1H25, amid challenges that may affect respective sub-segments. Overall, we see better opportunities in Aviation service names than airlines. Speaker's Profile Adrian comes with over 20 years' experience in equities research. Prior to joining UOB Kay Hian, he was in corporate advisory and completed over US$50 million in capital raising projects for SMEs in a diverse range of industries. Neal Chandaria has served as Chairman of InnoTek since 27 April 2017. A seasoned leader at Comcraft Group, he brings over 25 years of experience in developing businesses across Asia, Africa, and Europe, expanding Comcraft’s global footprint across sectors such as steel, aluminium, plastics, packaging, and information technology. His extensive expertise and strategic vision have been instrumental in shaping InnoTek’s trajectory in precision manufacturing and innovation-driven industries. John is a ranked analyst in the healthcare and small-cap sectors in the Asiamoney Brokers Poll. Prior to joining UOB Kay Hian, he spent 7 years in Maybank covering a wide range of sectors including healthcare, manufacturing, logistics and small caps. Heidi joined UOB Kay Hian as an Investment Analyst, covering Singapore companies with a focus on small/mid caps. Prior to joining in 2022, she was an Auditor with PricewaterhouseCoopers (2020-22). She graduated from Singapore Management University with a Bachelor's degree in Accountancy. Jonathan has 24 years of experience in equity research and fund management. He was ranked by the Asiamoney Brokers Poll as the No. 2 Best Analyst for Telecommunication Services in Singapore in 2017 and No. 3 Overall Earnings Estimator for Singapore in 2012 in the Thomson Reuters Analyst Awards. Joseph joined Valuetronics as Financial Controller in October 2012 and was promoted to Group Financial Controller in November 2013. Since then, Lui has been overseeing the Company’s finance and accounting functions, including treasury, tax planning, enterprise risk management, investor relations, internal and external reporting matters of the Company. Roy is a Senior Equity Analyst covering the regional aviation sector. He has 10 years’ experience as an investment professional, including 7 years in equity research and 3 years in the corporate development (M&A and Strategy) function of an SGX-listed transportation conglomerate.
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