The Edge Singapore's ten global stock picks

Global stocks

NCSoft Corp: Lucrative business with longevity and liquidity

The company’s one-year total return was –18.3%, although their results were good.

Global stocks

Sunny Optical Technology Group: A clear buy at current prices

The company’s one-year total return was –54.7%, perhaps inflated by the seemingly poor results in the latest period.

Global stocks

Teleperformance: Growing at above-industry average

The company’s one-year total return was –28.7%, although its results were good.

Global stocks

The Walt Disney Co: The Magic Kingdom is still Marvel-lous

The earnings did not inspire much confidence among investors, with a one-year total return of –34.6%.

Global stocks

Uber Technologies: Ride-hailing pioneer is attractive

The company’s one-year total return was –29.1%, although its results are improving.
Standing pat, staying put - THE EDGE SINGAPORE

Global stocks

Standing pat, staying put

Our 2022 portfolio lost 11.8% in the four-month period from Feb 7 to June 17, with eight losers in the portfolio.

Global stocks

Airbus SE: Pent-up travel demand outweighed by fears of slowdown

Paris-listed Airbus SE was one of the bigger losers in our portfolio for the four-month period, with a 15.5% loss.

Global stocks

Avantor: Key play for investors seeking value and biotechnology exposure

New York-listed Avantor Inc was among the underperformers in our portfolio for the four-month period, with a 18.0% loss.

Global stocks

Bumi Armada: Strong cash flow plus further exposure to commodities upcycle

Bursa Malaysia-listed Bumi Armada was one of the worst performers in our portfolio for the four-month period, with a 26.8% loss.

Global stocks

China Construction Bank: Steady dividend play constructive to one’s portfolio

Hong Kong-listed China Construction Bank was one of the losers in our portfolio for the four-month period, with a 10.6% loss.
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