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Research Reports : 21st August 2018

Shared By Stock Fanatic on Tuesday, August 21, 2018 | 21.8.18


Reports Highlights:

1) Sembcorp Industries : Exporting power to Bangladesh

2) Health Care Providers & Svs : National Day Rally 2018: Keeping healthcare affordable

3) Sembcorp Industries : Second India thermal plant secures long term PPA

4) Global ETF Strategy - Weekly Global ETF Commentary

5) Amara : Shanghai Seen Driving 2H18 Revenue; BUY

6) MindChamps Preschool : Expect a Stronger 2H

7) Singapore Strategy : Refreshing Our 2H18 Top Picks

8) Sheng Siong Group : New Store Wins On Track To Meet Our Expectation

Read All Reports - Click Here

Research Reports : 20th August 2018

1) China Yuchai International : 2Q18: Investing ahead of the growth curve

2) Riverstone Holdings : Key takeaways from Kuala Lumpur NDR

3) Sheng Siong Group : Sweet supermarket sweep!

4) Singapore Economics Update : Jul 2018 trade

5) Yanlord Land Group : Accelerated project recognition

6) Singapore Property : Two property giants to conquer Sengkang

7) Economics & Strategy Weekly : China’s global deflationary impulse

8) Singapore Model Portfolio 17 August 2018

9) Sembcorp Marine : Back to fundamentals

10) Golden Energy and Resources Ltd : Production on track but higher costs

11) GSS Energy : Positive Gas Discovery With Production By 4Q18

12) Sheng Siong : Highest Store Win In History

13) Singapore Telecommunications : Updates From Down Under – Implications For Singapore

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Research Reports : 17th August 2018

1) Jadason Enterprises Limited : Challenging 2H

2) Singapore Strategy : Buckle up

3) Singapore Market Strategy : 2Q18 report card: More misses and uncertain outlook driving EPS cuts

4) Mermaid Maritime : Earnings recovery ahead

5) mm2 Asia : Keeping the Faith

6) Singapore Economics : Exports Surge; Impact from Trade War May Be More Visible in Coming Months

7) Starhill Global REIT : Time to rekindle this star

8) Y Ventures Group Ltd : Expecting a stronger 2H18

9) CNMC Goldmine Holdings Limited : Halfway to production turnaround

10) Thai Beverage : No money, no spirit

11) Singapore Economics View : July NODX Grew By 11.8% YoY

12) Singapore Strategy : 2Q18 Results Wrap-up – More Beats But Outlook Moderated

Read All Reports - Click Here

Research Reports : 16th August 2018

1) Golden Agri-Resources : Unexpected 2Q core loss caused by low CPO prices

2) mm2 Asia : 1QFY19 in line; content development underway

3) Thai Beverage : 3Q18: Awaiting a consumption recovery

4) Y Ventures Group Ltd : 1H18: Look to better sales in 2H

5) Sector Report - Property Devt & Invt : New launches boost July sales

4) ****Top Ideas of the day****
Regional Internet of Things : The Pillar of Artificial Intelligence

5) First Resources : Output buffered earnings performance

6) Yanlord Land Group : Not one, not two, but threefold growth!

7) GSS Energy : Oil Exploration Results Unveiling Soon

8) Thai Beverage : Anchoring For Future Growth

9) Real Estate : Expect Slower Volumes, Not a Standstill

10) Singapore Plantation : Anticipating A Better 3Q18 Performance

Read All Reports - Click Here

Research Reports : 15th August 2018

1) CSE Global : 2Q18: All systems go!

2) Jumbo Group Limited : Two new local Jumbo Seafood openings ahead

3) IDEA OF THE DAY - Starhub : A glimmer of starlight

4) UMS Holdings Ltd : Expects softer revenue in 2H

5) Valuetronics Holdings Ltd : 1QFY3/19: light at the end of tunnel

6) Yongnam Holdings : Not out of the woods yet

7) Bumitama Agri : Strong performance amid low CPO price cycle

8) Cityneon Holdings : Transformation on track

9) Jumbo Group : Await new outlets to contribute

10) mm2 Asia : Continues to deliver

11) Thai Beverage Public Company : Weak 3Q18 as expected

12) UMS Holdings : Stable yield play

13) Wilmar International : Decent earnings performance

14) Bumitama Agri : 2Q18 results marginally above expectations

15) Valuetronics : Smart-lighting has Bottomed

16) Golden Agri-Resources : Not so golden for now

17) Dasin Retail Trust : Grounding on healthy operating metrics

18) Bumitama Agri : Fantastic 2Q18 Performance

19) First Resources : Biodiesel – Price Catalyst From September?

20) Food Empire : Re-Evaluating Russia’s Risk

21) Fu Yu Corp : The Time Is Now

22) Singapore Medical : Strong Growth As M&A Contribution Kicks In

23) Wilmar International : Stronger Dividend, a Positive Signal

24) Banyan Tree Holdings : 2Q18: Mixed Bag Of Results, Awaiting Divestment Of China Assets

25) CSE Global : 2Q18: Results In Line; Benefiting From More Small Projects

26) Valuetronics : 1QFY19: ICE Segment Held The Fort; Expect Better Quarters Ahead

27) Wilmar International : Outlook Remains Positive

Read All Reports - Click Here

Starhub - A glimmer of starlight

Shared By Stock Fanatic on Wednesday, August 15, 2018 | 15.8.18

Upgrade to Add with a revised target price of S$1.85. Multi-year share price decline now fairly accounts for competition risk, with potential upside surprise from cost cuts.

We cut FY19F-20F DPS to a more sustainable S$0.10 p.a. Still decent 6.1% yield.

■ StarHub will pursue cost optimisation in 2H18F. Our scenario analysis shows a sizeable fair value boost if cost cuts are better-than-expected.

■ Enterprise Fixed business may surprise on the upside on bigger-than-expected government contract wins and/or earnings-accretive acquisitions.

Key developments to watch: 
a) TPG’s service launch by year-end, 

b) TPG’s market traction by mid-2019 and

c) more details on cost cuts during 3Q/4Q18 results call. Read More

ESR-REIT - ESR-REIT’s 2Q18 DPU rose 4.7% y-o-y, mainly on acquisitions and divestment gains

Shared By Stock Fanatic on Tuesday, August 14, 2018 | 14.8.18

• 2Q18 DPU of 1.001 Scts broadly in line

• Rent outlook to improve in FY19F as supply tapers

• Capacity for future dividends remains supported amid AEI initiative given cash hoard of c.S$75m from past divestments

Maintain BUY with TP of S$0.63; we have yet to factor in the M&A with Viva. Read More

Cromwell European REIT - On track to outperform

What’s New
• 2Q18 DPU of 1.08 EURcts in line with expectations

• CERT on track to exceed its IPO forecasts

• In-line rental escalations offset marginal drop in occupancy

Potential decision by French government not to acquire part of Parc Des Docks provides an opportunity to lift occupancy and rents. Read More
 
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