Powered by Blogger.
Latest Post

Research Reports : 16th November 2018

Shared By Stock Fanatic on Friday, November 16, 2018 | 16.11.18

***Reports Highlights***
1) Property Devt & Invt : Quiet October

2) REIT - Retail REIT: Improving but challenging

3) Top pick for the day : Germany’s DAX

4) Wilmar International : Positive margins to sustain next year

5) Hong Leong Finance : 3Q18 net profit exceeds expectations

6) Economics & Strategy Weekly : Peak Dollar? Not quite

7) Market Snapshot : Hope returns to US stocks but Brexit turmoil continues

8) Global Markets Daily : Political Sign-off in London Needed for GBP to Extend Gains

9) Global Markets Daily : Focus on BI and BSP Meetings Today

10) Singapore Economics : Drugs Pump Up Exports, But Trade War Risk Looms

11) Wilmar : Whither soybean crush margins

12) Fu Yu Corp : Growth Momentum: ON; Keep BUY

13) Wilmar : Stronger Downstream Margins; Our Top Pick

14) Wilmar International : Superb 3Q18 Performance; Back To Norm In 4Q18

Read All Reports - Click Here

Research Reports : 15th November 2018

Shared By Stock Fanatic on Thursday, November 15, 2018 | 15.11.18

***Reports Highlights***
1) Singapore Strategy : Navigating trade and domestic policy risks

2) Singapore Banks Sector - 3Q18: High dividend yields and ROEs intact

3) Singapore Banks Sector : Risk reward looks attractive

4) CapitaLand : Operationally stronger

5) Jadason Enterprises Limited : Not out of the woods yet

6) Health Management International - 1QFY6/19: Entering gestation

7) ST Engineering : More insulated than others

8) Fu Yu Corp Ltd : Gross margin expansion may not sustain

9) Top pick for the day : Brent Crude Oil

10) Mermaid Maritime : Slow recovery at best

11) ST Engineering : Exciting growth prospects ahead

12) CapitaLand : Exciting times ahead

13) SIIC Environment : Progressing conservatively

14) Market Snapshot : Trade and oil tag team to weigh down markets

15) Plunging oil to bring benign rates; equity rebound coming

16) FX Tactical - AUD/USD : Brewing silently in the background

17) ST Engineering : Ticking along to plan

18) ST Engineering : Well-placed for long term growth

19) CapitaLand Limited : Expect Christmas presents from China in 4Q18

20) Singapore Airlines : Impacted by Virgin AU as expected

21) Quantitative Alerts (Singapore): Active Stocks (15 Nov 2018)

22) ST Engineering : In-line Results, Reiterate BUY

23) CapitaLand : Capital Recycling In High Gear; Reiterate BUY

24) Genting Singapore : Stable Outlook; Stay At BUY

25) Amara : Stronger Revenue From Hotel Segment; BUY

26) mm2 Asia : Growth hits a snag

27) CapitaLand - 3Q18: Seeing Momentum In China

28) PropNex - 3Q18: Wind In Its Sails

29) ST Engineering - 3Q18: Slight Earnings Miss, But Stay Invested For The Long Haul

30) Health Management International - 1QFY19: Short-term Pains To Prepare For The Long Haul

Read All Reports - Click Here

Research Report : 14th November 2018

Shared By Stock Fanatic on Wednesday, November 14, 2018 | 14.11.18

***Reports Highlights***
1) Sunpower Group - 3Q18: Accelerating Growth, Awaiting 4Q18 Ramp-up

2) Golden Agri-Resources : Key concern lies in the group’s ageing estates

3) UOL Group : Business as usual

4) UMS Holdings Ltd : The downcycle begins

5) Silverlake Axis Ltd - 1Q19: A strong start to the fiscal year

6) Singapore Airlines : Cost inflation undercuts good yield management

7) ST Engineering - 3Q18 first take: marine and electronics the stars

8) Top pick for the day : Bursa Malaysia Financial Services

9) APAC Realty : Weaker project sales

10) China Everbright Water : More opportunities from upgrading projects

11) Sasseur REIT : Surpassing expectations

12) Yoma Strategic Holdings : Building a home for all

13) Singapore Airlines : Passenger yield fails to improve

14) UMS Holdings : Feeling the pressure

15) Regional Plantation Companies : Improving exports to China

16) Malaysia Plantations - Luncheon Talk: Malaysia’s Palm Oil Industry in the Post-GE14 Era

17) Market Snapshot : Markets endure more falls, this time on oil worries

18) Singapore Airlines : Yields holding up rather well

19) The Strategist : MSCI November 2018 Quarterly Index Review

20) OUE Limited: Transform and roll out

21) Quantitative Alerts (Singapore): Active Stocks (14 Nov 2018)

22) UOL Group - Don’t worry, there’s still time

23) UG Healthcare : Gross Margin Widened From Production Efficiency

24) Delfi : On a Sugar Rush; Maintain BUY

25) GSS Energy : Moving Into E-Vehicles; Maintain BUY

26) Silverlake Axis : Strong V-Shaped Recovery; Maintain BUY

27) Golden Agri-Resources - 3Q18: Below Expectations On Higher Costs

28) Singapore Airlines - 2QFY19: Beats Expectations On Stronger-than-expected Cargo Yields

Read All Reports - Click Here

Research Reports : 13th November 2018

Shared By Stock Fanatic on Tuesday, November 13, 2018 | 13.11.18

***Reports Highlights***
1) City Developments Limited : Under-loved, undervalued?

2) StarHub Ltd : Still aligning the stars

3) ComfortDelGro : Monitoring the taxi space

4) First Resources Ltd : Less impacted by high inventory issue

5) Valuetronics Holdings Ltd - 2QFY3/19: hit by one-off impairment

6) Wilmar International : Strong 3Q results despite US-China trade row

7) Lippo Malls Indonesia Retail Trust : Cost and forex pressures continued into 3Q

8) Top pick for the day : New Zealand Dollar (NZD)

9) Mapletree Industrial Trust : Resilience through HiTech buildout

10) Ezion Holdings : Utilisation set to rise

11) Koufu Group Ltd : Growth partly offset by new store expenses

12) First Resources : Strong harvest

13) Bumitama Agri : Margin delivery on target

14) StarHub : Street FY19F/20F earnings set to rise

15) UOB : Grab-bing a regional alliance

16) Chart of the Week : PMIs show persistent growth divergence

17) Global ETF Strategy : Weekly Global ETF Commentary

18) Market Snapshot : When US tech sneezes, the rest of the world gets a cold

19) Global Markets Daily : Brace for Choppy Week

20) Global Markets Daily : Focus Shifts to EU/Italy and UK

21) Bumitama Agri : Delay in sales and profit recognition

22) Regional Plantations : Exports below expectations

23) Valuetronics : Decent showing despite headwinds

24) Sasseur REIT : Another strong quarter; 4Q18 should be even better

25) 800 Super Holdings Ltd : Transitional pains

26) First Resources : Indonesia Biodiesel Programme Gaining Momentum

27) Wilmar : Totally Crushing It! Remains Our Top Pick

28) Valuetronics : Mixed Outlook Supported By Yield And Auto Growth

29) Avi-Tech Electronics : Engineering Slowdown Continues

30) APAC Realty : Is The Selling Overdone?

31) ST Engineering : Expect Strong Earnings Growth; Reiterate BUY

32) Malaysia Plantation – Oct 18: High Inventory Continues To Put Pressure On Pricing

33) Bumitama Agri - 3Q18: Slightly Below Expectations; Shortage Of Vessels Affected Sales Deliveries

34) Wilmar International - 3Q18: Within Expectations; Better Margins And Higher Sales Volumes

35) Valuetronics - 2QFY19: Robust Results Masked By One-Off Flood Provision'

Read All Reports - Click Here

Research Reports : 12th November 2018

Shared By Stock Fanatic on Monday, November 12, 2018 | 12.11.18

***Reports Highlights***
1) Best World International Ltd - 3Q18: China steps up; wait for better entry point

2) ComfortDelGro : 3Q18 in line; on track to earnings growth recovery

3) Frasers Property Limited : Business as usual

4) HRnetGroup Limited - 3Q18: Still in hiring spree

5) SIA Engineering : Revenue squeezed but helped by associates/JVs

6) Starhub - 3Q18: Dragged down by pay TV qoq

7) Sunningdale Tech Ltd : Margin pressure to continue

8) Singapore Airlines : Risks to watch out for

9) First Resources Ltd : Strong 3Q output offsets lower CPO prices

10) OUE Commercial REIT : Stable Singapore portfolio

11) Top pick for the day : S&P500

12) Yangzijiang Shipbuilding : Steady sailing

13) SATS : Gateway Services driving EBIT growth

14) SIA Engineering : Margin pressures expected to sustain

15) OUE Commercial REIT : Share price performance to be capped

16) HRnetGroup Ltd : Maintaining momentum

17) ComfortDelGro : Earnings to turn up from 4Q18 onwards

18) Regional Market Focus : Fair for now, but downside portends

19) Market Snapshot : Global stocks mire in a slough

20) FX Tactical - NZD/USD : Kiwi's run higher should cool

21) Global Markets Daily : USD Supported as Fed Maintains Guidance

22) First Resources : Driven by strong output growth

23) StarHub : Restructuring Journey Continues

24) Hi-P International : Still Not Out of the Woods

25) Best World : The Start Of a New Era; Maintain BUY

26) StarHub : Some Reprieve, From Opex Efficiency Plans

27) Bumitama Agri : Strong FFB Growth Continues; BUY

28) ComfortDelGro : Rise In Competition For Taxi Remains a Key Risk

29) First Resources : In Line, If Not For Inventory Build-Up; Prefer Wilmar

30) HRnetGroup : In Line For a Strong Finish For FY18F

31) MindChamps Preschool : Setting Up For The Future

32) ComfortDelGro Corporation - 3Q18: Results Within Expectations, Public Transport Continues To Lead

33) First Resources - 3Q18: Results Within Expectations Despite Weaker CPO Prices

34) SIA Engineering - 2QFY19: Flat Net Profit Masks The Weakest Top-line Growth In Five Years

35) StarHub - 3Q18 : Streamlining Cost Structure; Restructuring Pay-TV Business''

36) Sunningdale Tech - 3Q18 : Rising Costs And Pricing Pressure; Downgrade To HOLD

Read All Reports - Click Here

Research Reports : 9th November 2018

Shared By Stock Fanatic on Friday, November 9, 2018 | 9.11.18

***Reports Highlights***
1) City Developments : Robust residential profits

2) Genting Singapore - 3Q18: Unduly pricing in crisis levels

3) Memtech International - 3Q18: at customers’ whims and fancies

4) SATS Ltd : 2QFY19: Cruising along

5) SingTel : Lower earnings across the board

6) Top pick for the day : Euro Stoxx 50

7) Genting Singapore : Deserves better investor recognition

8) Hi-P International : Uncertainty ahead

9) Perennial Real Estate Holdings : Revival of Capitol Singapore

10) Singtel : Earnings may have bottomed out in 1H19

11) Economics & Strategy Weekly : Reprieve for EM, for now

12) Market Snapshot : Investors return focus to global growth outlook

13) Singapore Telecommunications : Pressure All Over

14) Genting Singapore : Recent selldown unjustified; U/G to BUY

15) Singapore Airlines : 2QFY19 challenges in the price

16) City Developments : Cheaply Valued But Lacks Catalysts; Prefer CapitaLand"

17) CSE Global : Go With The Flow

18) Genting Singapore : Good Year From Growth In VIP Segment

19) SingTel : Earnings Headwinds Persist; Cut to NEUTRAL

20) TalkMed Group : Ramping Up Needs More Time; Prefer SMG

21) Japan Foods : Expansion Turning Out Expensive

22) Genting Singapore - 3Q18: All Looks Good

23) SATS - 2QFY19: Operating Profit Grows 8%, But Underlying Profit Remains Flat Due to Weak Associate Earnings.

24) Singapore Telecommunications - 2QFY19: Bharti Exacts Maximum Damage

25) ComfortDelGro Corporation : Overblown Concerns

Read All Reports - Click Here

Research Reports : 8th November 2018

Shared By Stock Fanatic on Thursday, November 8, 2018 | 8.11.18

***Reports Highlights***
1) Stock To Watch
ComfortDelGro : Incentive war heats up; downgrading to Sell

2) Stock To Watch
ComfortDelGro Shares Sink as Deutsche Double Downgrades to Sell

3) Sector To Watch
Singapore REITs : New US tax rule could see 30% downside risk to SG-listed US REIT income

4) China Sunsine Chemical Holdings : Improving outlook on stabilising ASPs

5) CSE Global - 3Q18: earnings recovery on track

6) Frasers Logistics & Industrial Trust : Boosted by acquisitions and divestment gains

7) OUE Hospitality Trust : Chugging along

8) Yangzijiang Shipbuilding : Decent quarter with the help of provision reversal

9) Top pick for the day : Sugar

10) Regional Oil and Gas : Short-term pessimism

11) Frasers Logistics & Industrial Trust : Solid portfolio with resilient income

12) OUE Hospitality Trust : Transitioning period nearly at an end

13) Equity Strategy 
US midterms result : Positive for equities

14) FX Tactical - AUD/USD: Staying within its lanes

15) Market Snapshot : Markets look past US midterms uncertainty

16) Global Markets Daily : Focus Shifts to FoMC

17) Yangzijiang Shipbuilding : Come onboard again

18) Quantitative Alerts (Singapore): Active Stocks (8 Nov 2018)

19) Frasers Logistics & Industrial Trust : Gunpowder in the bag

20) DBS Group Holdings Ltd : Strong and Sustainable performance

21) Sembcorp Industries Ltd : Surprised losses from SGPL

22) Banks : Potential NIM Expansion Yet To Be Priced In

23) OUE Hospitality Trust : Banking On a Brighter 2019 Outlook

24) Singapore Medical - Catalyst: International Expansion

25) Singapore Strategy : Value Emerging; But Let The Dust Settle

26) Singapore Medical Group - 9M18: Healthy Performance; Regional Play In Motion

Read All Reports - Click Here

Research Reports : 7th November 2018

Shared By Stock Fanatic on Wednesday, November 7, 2018 | 7.11.18

***Reports Highlights***
1) Equity Strategy 
UBS House View : Monthly Base November 2018

2) Special Reports bu UBS
Q-Series - AI arms race: Is data China's sleeping dragon?

3) Regional Telco
Telco - Overall : Dialling into the next three years

4) Top pick for the day : Australia’s ASX200

5) Manulife US Real Estate Inv : Correction pricing in recent concerns

6) BreadTalk Group Ltd : Hit by Din Tai Fung London expenses

7) Market Snapshot : Markets are on jittery footing

8) NetLink NBN Trust : Distributions and EBITDA beat IPO projections

9) Chip Eng Seng : Negatives priced in

10) Singapore Property : Buyers spoilt for choice

11) Global Markets Daily : USD Whippy as More Midterm Results Come On Stream

12) NetLink NBN Trust - Soothing nerves in a volatile market

13) Manulife US REIT : Another Solid Quarter; BUY

14) BreadTalk : An Expensive Bread To Eat

15) Plantation – Indonesia - Key Takeaways From IPOC 2018: CPO Prices Should Recover Slightly In 1H19

16) Banking – Singapore - 3Q18 Round-up: Steady Performance In Volatile Environment

17) DBS Group Holdings - 3Q18: Sustained NIM Expansion From Developed Markets

18) Manulife US REIT - 3Q18: Economy on Sugar Rush

19) Sembcorp Industries - Strategy intact, Improvements to Take Time

20) SP : Monthly Review and Outlook

Read All Reports - Click Here
 
Modified by : Stockfanatic
Copyright © 2008 - 2018. Singapore Stock Market News - All Rights Reserved
Template Created by Creating Website Published by Mas Template
Proudly powered by Blogger