Chart of the Day: Investors' position in Singapore reduced

Consensus earnings growth estimates were revised down, says Morgan Stanley Research.

Here's more:

MSCI Singapore and MSCI Philippines were revised down by 14 bps and 8 bps, respectively. C2012 consensus earnings growth estimates are now as follows: Indonesia 12.1%, Malaysia 15.3%, Philippines 7.8%, Singapore 2.7% and Thailand 19.1%.

Within each market, the sectors revised up the most are Indonesia Telecom 98 bps, Philippines Utilities 57 bps, Malaysia Telecom 21 bps, MSCI Singapore Financials 18 bps and Thailand Consumer Discretionary 85 bps. The sectors revised down the most were Indonesia Utility 41 bps, Philippines Consumer Staples 458 bps, Malaysia Materials 354 bps, Singapore Telecom 191 bps and Thailand Utilities 0 bps. Overall, within MSCI SEA, Financials was revised up the most by 15 bps, while Materials was revised down the most by 107 bps.

According to EPFR, in April 2012, investors’ overall OW position in ASEAN remains the same compared to March 2012. Investors’ OW positions in Indonesia, Singapore and Philippines were reduced by 3 bps, 2 bps and 9 bps, respectively. However, investors’ OW position in Thailand was increased by 7 bps while UW position in Malaysia was reduced by 7 bps.

Source: EPFR, FactSet, Bloomberg, Morgan Stanley Research

If you've been wondering whether SBR could work for your company — yes, probably.

A lot of the companies we partner with started as readers. They'd been following our coverage for a while, saw their own customers and competitors in it, and eventually asked the obvious question: could we do something with you? The answer is usually yes. The shape of it depends on what you're trying to do.

The options are broader than most people assume — thought leadership articles, sponsored content, industry summits across Southeast Asia, regional awards programmes, podcasts, and media placements in print and digital. Some partners use one channel; most use a mix. We figure out the right combination by starting with your brief, not with our rate card.

So if the question has been on your mind, here's the easy way to ask it.

We'll tell you honestly whether we can help, and how. It's a better use of everyone's time.

Book a meeting

| Or download the media kit (PDF)

240,000 senior readers quarterly in print Top 1,700 Singapore companies reached

7 markets across Southeast Asia