In today’s briefing:
- Helixtap China Report: Short-term Downward Bias In China Demand Outlook Amid Tariff Tensions
- STI Books 5.3% Total Return in 1Q25
Helixtap China Report: Short-term Downward Bias In China Demand Outlook Amid Tariff Tensions
- Trade war impacts the trade flow
- Arbitrage narrows on wintering
- Fluctuating inventory level indicates at a whimsical buying pattern
STI Books 5.3% Total Return in 1Q25
- ST Engineering led STI with a 46% rally, 12M Consensus Estimate Target Price rose 36% to S$6.85.
- Net creation of S$36M in units increased combined AUM of two STI tracking ETFs from S$2.3B to S$2.6B.
- STI stocks booked S$1.63 billion net institutional outflow in 1Q25, mainly from STI Banks and S-REIT Sector.
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