Ms Janice Chua
DBS Vickers Securities
Group Research
'Palm oil producer Wilmar is our top pick as we expect it to benefit from the potential listing of its China subsidiaries, which will unlock value for shareholders.
'We have given it a target price of $5.15 over the next 12 months.
'We also like SGX as we hold a positive stance on the equities market. The target price is $7.80.
'We also believe that SIA Engineering will lead the eventual recovery of the aviation sector. Its target price is $3.20.'
Ms Carmen Lee
Head of research,
OCBC Investment Research
'We still like the telecommunications sector, and it is the only overweight sector in our portfolio of stocks. Recent first-quarter results showed that the sector remains resilient.
'Despite the still uncertain economic climate, the three telcos are guiding for stable to a slight growth in operating revenues this year.
'Backed by their strong cash-flow generative businesses, the telcos have maintained their dividend guidance and dividend yields are around 4 per cent to 9 per cent.
'Besides the three telcos, we also like CapitaCommercial Trust, Ezra, Hyflux, Pacific Andes, Raffles Education, SMRT.'
Mr Gabriel Yap
Senior dealing director,
DMG & Partners Securities
'I'm still recommending high beta sectors because these are the stocks that have been hammered down the most.
'They are banks, property and the real estate investment trusts. Historically, the first round of an uptrend is always powered by them.
'High beta stocks are supposed to be riskier but provide potential for higher returns.'
