technology stocks

Tech companies are synonymous with innovation.

Disruption from Covid-19 gives Sansan the opportunity to embed itself in post-pandemic social rituals.

The switch to a recovery play in anticipation of vaccine discoveries is showing signs of “fatigue”, says DBS.

Over the past week, we have been seeing yet another shift, back to Big Tech.

Amongst the Singapore counters, the team likes Venture Corp, Nanofilm, AEM, UMS and Frencken.

We do not doubt that there are indeed many tech stocks that may well be trading at irrational and unsustainable valuations.

We outperformed all the major benchmark indices, including the MSCI World Net Return index, the Dow Jones Industrial Average.

SINGAPORE (Dec 26): The technology sector in Singapore is deemed to be highly cyclical and with the recent increase in global demand for electronic products and services, along with new entrants within the sector, competition has been heating up.

SINGAPORE (July 2): Worries over trade tensions between the US versus China and Europe may have rattled markets in recent months, but DBS believes that a protracted, full-blown war is not likely to happen.

SINGAPORE (June 17): New technologies and shifting consumer behaviour are destroying the reliable returns once offered by some widely owned heavyweight stocks.