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Research Reports : 16th November 2018
Shared By Stock Fanatic on Friday, November 16, 2018 | 16.11.18
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
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Research Reports : 15th November 2018
Shared By Stock Fanatic on Thursday, November 15, 2018 | 15.11.18
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
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Research Report : 14th November 2018
Shared By Stock Fanatic on Wednesday, November 14, 2018 | 14.11.18
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
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Research Reports : 13th November 2018
Shared By Stock Fanatic on Tuesday, November 13, 2018 | 13.11.18
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'
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Research Reports : 12th November 2018
Shared By Stock Fanatic on Monday, November 12, 2018 | 12.11.18
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
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Research Reports : 9th November 2018
Shared By Stock Fanatic on Friday, November 9, 2018 | 9.11.18
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
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Research Reports : 8th November 2018
Shared By Stock Fanatic on Thursday, November 8, 2018 | 8.11.18
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
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Research Reports : 7th November 2018
Shared By Stock Fanatic on Wednesday, November 7, 2018 | 7.11.18
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
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