The government has announced meaningful easing of social restrictions and travel, as Singapore heads towards greater domestic and international reopening. Sectors that will benefit from the latest changes include consumer, retail and office landlords, transport operators, selected FB, as well as hospitality and tourism. Reopening plays still have legs to run. Our preferred stocks in this regard are SATS, SingTel, SPOST and SIE.
Macro Analysis /
SingaporeSG : Strategy - A decisive step towards reopening
Siewkhee Lim
Head of Singapore Research @ CGS-CIMB
Munyee Lock
Head of Regional Property @ CGS-CIMB
26 March 2022
26 March 2022
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