>Outlook: cautious, +ve looking fr improved euro (pigs) debt mgmt, improved us figures; steady economic perform of asia (china, sing, indonesia, etc.) posting strong gdp growth (~10+%, 7%, 6%), china quite steay in putting measures in place to check overheat n currency surge.
>Recommend(by ubank): ocbc top pick for banks, released +ve result.
>Telco sector: Singtel sluggish(?) engaged in LT overseas investment; M1 firms up, providing MT growth due to content sharing; Starhub neutral but provide gd dividend (7-8%) fr steady cable subscriber-base revenue, despite slight drop in revenue.
>Activity- last wk:
1. Bt KepLand 4K@3.72 for teir potential LT growth in china infrast and township develop projs.
2. Bt SGX @7.66 for ST gain (T8.40?)
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Genting SP a gd trading stock? recent movements (~0.84 to 0.98 to 0.90 to 1.02?) how many waves? uptrend? up-ranging? any chg to fundamentals?
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