REITs: Anchors of Stability Amidst Market Volatility?
📆 Saturday, 28 September 2024
⏰ 9:30am-11.30am
🌐 Register at https://bit.ly/StockPickSep24SB
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Session 1 • REITs: Anchors of Stability in Volatile Markets
Presented by Nazira Abdullah, Research Analyst, UOB Kay Hian
In this presentation, UOBKH highlights how Malaysian Real Estate Investment Trusts (REITs) are positioned to deliver steady returns despite recent volatility in Bursa Malaysia. Global economic concerns, particularly a potential U.S. slowdown and uncertainties surrounding the upcoming U.S. election, have heightened market instability. However, with Malaysia’s stable interest rate environment and diversified REIT portfolios, these investment vehicles continue to offer resilient yields. The presentation will explore key sectors, such as retail and industrial REITs, and their ability to maintain long-term value in uncertain times.
Session 2 • Redefining Strategies Amidst Changing Times
Presented by Jack Goh, Research Analyst, UOB Kay Hian
While the Malaysian equity market is facing unprecedented turbulence recently particularly within the small-mid caps space, we recalibrate some of our thoughts to address these volatile market conditions. Accelerating inflows momentum and liquidity injection from domestic funds continue to be visible, but is this sufficient to weather misery sentiment closer to US elections in November and provides relief to recent risk-off sell down? Join us for the insight of a top-down foreign and local market analysis, where we will focus on risk-reward ratios, imminent rerating/derating catalysts and bottom-up stock picking.
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