Volatile markets created some buying opportunities

Markets are pretty volatile in the past few weeks. Yellen is hinting a possible Fed interest rates hike this 15-16 December during FOMC meeting.

The STI index was down 0.89% last friday to 2859.12 points.

Stocks to watch next week:

• ST Engineering - war in middle east may drive demands for weapons
• City Developments - In oversold territory (RSI indicator circled in green, Money flow index circled in red) Recent London land acquisitions showed shift to overseas due to government cooling measures on singapore properties.
  
• Global Logistic Properties - e-commerce driving needs for logistics spaces
• Singapore Post - excellent future prospects with recent acquisitions
• Starhill global REIT - dividend yield of 6.8% at current price of 0.755

What stocks would i buy now?

After Isetan lost $3.1m due to surging rental and keen competition from other new malls. Its future prospects were faced with challenges of increased online shopping.

Source: http://www.channelnewsasia.com/news/business/isetan-lost-s-3-1m-last/1685270.html

As more consumers move to online shopping, there will be more demand for logistics sector in terms of warehouses for storing goods and courier services to deliver goods.

3 sectors for growth (Online shopping)

• Online payment services
• Logistics and warehousing
• Insurance (to protect online consumers)

There are a few stocks that i see opportunity in but not all of them are cheap at the moment.

• Singapore post - Established a good online platform for online shopping and a leading provider of mail, logistics and retail solutions in Singapore
• Global Logistics Property - Invest and own logistic warehouses around the world, also owned or partially owned by state-run wealth fund
• Mastercard (US. listed)  - Provides to a bulk of online and offline payments around the world

Global Logistic Properties

Source: Bloomberg

After a number of corrections, the price seemed to have reached a level where geopolitical risks seemed to have been factored in.

However, whether this stock has reached the lowest is unknown. However, i am optimistic that this stock will be a long term future growth stock due to the portfolio of assets supporting e-commerce companies.