$Singtel(Z74.SI)$ Besides the 3 SG banks which are all great ($DBS(D05.SI)$ $UOB(U11.SI)$ ), DBS just published a list of 7 alternative deep value stocks and Singtel made the list! I would say a lot of people are overlooking Singtel despite its attractive 4.3% dividends (whether due to bad personal experience or otherwise). Here’s the blurb from DBS: “Catalysts include a potential Singapore data centre (Nxera) IPO, an advanced discussion on a 30 per cent Optus stake sale, further sell-downs of its Bharti Airtel stake and exiting its remaining Gulf Development
$SK hynix(SKHY)$ $Roundhill Memory ETF(DRAM)$ Ahead of SK Hynix results in a few hours' time, my take would be that it will smash expectations and show that memory stocks still have plenty of room to run!
$ThaiBev(Y92.SI)$ huge huge sign that Thai Bev is about to explode! With the amount of shareholder value unlocked and the already generous dividends being paid, ThaiBev is an undervalued gem
Update: Market Chatter: Bank of America Working With Thai Beverage Over Potential Sale of Latter's KFC Franchise in Thailand
The $SK hynix(SKHY)$ ADR trades at a significant premium to its Korean shares, but any form of arbitrage will be blocked and the premium will essentially be permanently preserved. Conversion of Korean shares into ADRs is capped at 2.5% of outstanding shares—and Bloomberg reports that this limit has already been fully used.
Market Chatter: SK Hynix Caps ADR Conversions at 2.5% of Outstanding Shares