Webinars & Seminars

[Webinar] Strategy & Stock Picks 4Q2024

05 Oct 2024

10:00 am

Strategy & Stock Picks is a quarterly event organised specially for investors to gain professional insights into the outlook of the SG, MY, CN & HK, TH, ID, US, and JP markets and their stocks recommendation. Through these curated sessions, we aim to empower you with insights to better plan and develop your personal investment strategies for your financial goals.

With three rate cuts expected in 2024 and another three more in 2025, asset prices have an opportunity to reflate. Beneficiaries include REITs and real estate companies. The impact on bank interest margins is mitigated in the near-term with wealth management and foreign change fees driving growth. Sectors with earnings momentum include construction, marine, telecommunications and transport services while the outlook for semiconductor stocks is mixed.

Seize this opportunity to learn from our research analysts and register for Strategy and Stock Picks event!

Join us online to get valuable insights from our Research Analysts:
Oct 5, Sat, 10 a.m. – 1 p.m. (Singapore Market)
Oct 7, Mon, 1 p.m. – 2 p.m. (Malaysia Market)
Oct 8, Tue, 12 p.m. – 2 p.m. (China & Hong Kong Markets)
Oct 9, Wed, 1 p.m. – 2 p.m. (Thailand Market)
Oct 9, Wed, 7:30 p.m. – 9 p.m. (US Market)
Oct 10, Thu, 1 p.m. – 1:45 p.m. (Indonesia Market)
Oct 11, Fri, 1 p.m. – 2 p.m. (Japan Market)

About the speaker

Mr Louis Wong

Mr. Louis Wong is the Director of Phillip Securities (HK) Limited and the Director of Phillip Capital Management (HK) Limited. He is one of the most experienced fund managers in Hong Kong. He has over 30 years of solid experience and track record in the financial markets. His stock selection criteria is stringent, and prides on having thoughtful understanding and sophisticated analysis of companies before investment decisions are made. He is the host of financial programmes associated with Hong Kong Cable Television and HK Metro Radio. He has been awarded by the Putonghua Channel of Radio Television Hong Kong as the best financial analyst for 3 years. In addition, he was the financial columnist for Hong Kong Economic Times, Oriental Daily, Ming Pao and Yahoo HK. Mr. Wong is the author of three popular investment guidebooks. He has served as part-time instructor of several investment courses in various Hong Kong universities like City University of Hong Kong, Polytechnic University of Hong Kong and Lingnan University.

Mr Jasa Adhimulya

Mr Adhimulya has 15 years of experience in Indonesia capital market. He graduated from Suffolk University in Boston, USA with a Bachelor of Science in Business Administration. He received his post-graduate degree from Griffith University in Brisbane, Australia.

Mr Tomoyuki Misumi

After experiencing finance department of business company and fund due diligence assignment at wealth management, Mr Tomoyuki Misumi sits at research department of Phillip Securities Japan as research analyst. He covers fundamental analysis of small-cap firms listed at Tokyo Pro Market. He also contributes to the strategic research for Japanese retail investors.

Mr Paul Chew

Mr Paul has 20 years of experience as a fund manager and sell-side analyst. During his time as fund manager, he has managed multiple funds and mandates including capital guaranteed, dividend income, renewable energy, single country and regionally focused funds. He graduated from Monash University and had completed both his Chartered Financial Analyst and Australian CPA programme.

Ms Chutikan Santimetvirul

Ms. Chutikan Santimetvirul started her career as a derivative strategist at Phillip Securities (Thailand) in 2007 after she obtained an MBA in Finance from the National Institute of Development Administration (NIDA). She was recently promoted to Head of Equity Strategy at Phillip Research Thailand. With more than 15 years of investment strategy experience, she employs a top-down investment and technical approach to look for appropriate investment themes at the right times. She also updates both institutional and individual investors about the outlook for the Thai stock market.

Mr Jonathan Woo Ke-Jun

Mr Jonathan covers the US technology sector focusing on software companies. He graduated with a Bachelor’s Degree in Social Sciences from the University of Oregon.

Mr Jian Yuan Tan

Mr JY is the Head of Research of Phillip Capital Malaysia. He has 10 years of sell side industry experience covering various industries including Energy, Petrochemical, Manufacturing, Automotive and Small-Cap in Malaysia. He is a fellow member of the Association of Chartered Certified Accountants (ACCA).

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