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Research Reports : 14th September 2018

Shared By Stock Fanatic on Friday, September 14, 2018 | 14.9.18

***Reports Highlights***
1) Stock To Watch | High Conviction
ST Engineering : LEAP ahead

2) Sector Note | Overweight
Consumer Discretionary - Overall : CGS-CIMB’s Consumer Day wrap-up

3) Top pick for the day : Singapore’s STI

4) Stock To Watch | Research Call Alert
ST Engineering : Acquisition boosts growth trajectory

5) Stock To Watch | Research Call Alert
Model Portfolio Change : Add ST Engineering (S$3.29) to Blue Chip and Dividend categories

6) Flash Note
Singapore Office : HSBC to move into MBFC Tower 2

7) Market Snapshot : Trump is “under no pressure” to reach a deal with China

8) Macro | FX Research & Strategy
Global Markets Daily : Easing Trade Tensions Lifts AXJs

9) Trading Ideas
Quantitative Alerts (Singapore) : Active Stocks

10) Stock To Watch
ST Engineering : Undertakes largest acquisition to date

11) Singapore Residential Sector : Life's not a bed of roses

12) Stock To Watch
City Developments : Acquisition of Aldgate House, A Prime Freehold Grade A commerical building in London for £183m (S$328m)

13) Stock To Watch
ST Engineering : Acquisition Will Provide STE With A Critical Path To The Aircraft Manufacturing Supply Chain

14) Stocks For Action
Singapore Mid Cap Strategy : Safety First

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Research Reports : 13th September 2018

Shared By Stock Fanatic on Thursday, September 13, 2018 | 13.9.18

***Reports Highlights***
1) NOT RATED (previously ADD)
Asian Pay Television Trust : Cessation of coverage

2) Stock To Watch
Singapore Press Holdings : Defensive investing in student housing

3) Agribusiness : Stocks continue to climb due to weak exports

4) Top pick for the day : Crude Palm Oil

5) Stock To Watch
CapitaLand Commercial Trust : HSBC extends lease for only one year

6) Regional Industry Focus
Plantation Companies : Stockpile up m-o-m

7) Market View Update
Singapore Straits Times Index : Temporary respite on the possibility of fresh US-China trade talks

8) Market Snapshot : Asia suffers longest sell-off in 16 years, but hope remains

9) Regional Plantations : Weak exports a concern

10) Trading Ideas
Quantitative Alerts (Singapore) : Active Stocks

11) Sector Update
SG Industrials : Stick with the winners

12) Stock To Watch
Singapore Press Holdings : Johnny Come Lately

13) Stock To Watch
CapitaLand Commercial Trust : HSBC extends Singapore lease for a year at S$27.7m

14) Sector Update
Malaysia Plantation : Aug 18 - Inventory Comes In Higher Than Market Expectations

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Research Reports : 12th September 2018

Shared By Stock Fanatic on Wednesday, September 12, 2018 | 12.9.18

***Reports Highlights***
1) Stock To Watch
OUE Commercial REIT : Deepening CBD office footprint

2) Top pick for the day : Thailand’s SET Index

3) Stock To Watch
OUE Commercial REIT : Proposed acquisition of OUE Downtown

4) Trending Sector
Oil & Gas : Watch rigbuilders as Brent re-tests YTD high on drop in US crude inventories and output forecast

5) Market Snapshot : Hong Kong falls into bear market; US tech rebounds

6) Economics & Strategy - China chart book : CNY has stabilised, for now

7) FX Tactical - EUR/USD : ECB’s guidance would potentially lead

8) Macro | FX Research & Strategy
Global Markets Daily : Equity Sell-Off Sinks AXJs

9) Trading Ideas
Quantitative Alerts (Singapore) : Active Stocks

10) Avi-Tech Electronics : Sector Headwinds To Continue

11) Kimly : Visit To a Productive Coffee Shop

12) Initiate Coverage
PropNex : Steady Hands In Good And Bad Times

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Research Reports : 11th September 2018

Shared By Stock Fanatic on Tuesday, September 11, 2018 | 11.9.18

***Reports Highlights***
1) Japfa Ltd : Back on higher ground

2) Top Idea Of The Day
CapitaLand Mall Trust : Soaring above the competition

3) Stock To Watch
Hi-P : Four observations on how Hi-P’s stock price behaved in past iPhone launches

4) Trending Sector
Singapore Property : Jadescape hits the market in two weeks, will buyers bite?

5) Market Snapshot : The US market breaks a four-day slide

6) Economics & Strategy Weekly - Chart of the Week: China slowdown still marginal

7) Economics & Strategy : Global volatility hurts India’s balance of payments

8) Key Global Markets Indicators
Global ETF Strategy : Weekly Global ETF Commentary

9) Macro | FX Research & Strategy
Global Markets Daily : Trade War & EM Stresses Remain In Focus

10) Stock To Watch
Singapore Press Holdings : Off to school!

11) Trading Ideas
Quantitative Alerts (Singapore) : Active Stocks

12) Trending Sector
Real Estate : Show Flat Visit - Reasonable Prices Draw Crowds

13) SMALL/MID CAP HIGHLIGHTS
CSE Global : Better Outlook Backed By A Commendable 6.3% Dividend Yield.

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Research Reports : 10th September 2018

Shared By Stock Fanatic on Monday, September 10, 2018 | 10.9.18

***Reports Highlights***
1) Ascendas REIT : Private placement to fund inorganic growth

2) Stock To Watch
Soilbuild Business Space Reit : Leapfrogging into Australia

3) Market Snapshot : Trump’s trade war threat rattles global markets, again

4) Economics & Strategy Weekly : Notes from Beijing: v2.0 institutions dealing with v3.0 challenges

5) Initiate Coverage
Netlink Trust : Safety First

6) **Macro Research | ASEAN**
ASEAN X Macro : Vulnerability & the Long Indonesia Bonds Opportunity

7) FX Asia Fortnightly : Treading Cautiously

8) Keppel Corporation - Staying the pace

9) **Trading Ideas**
Quantitative Alerts (Singapore) : Active Stocks

10) Koufu Group Limited : Growing To Feed More Foodies

11) Singapore Press Holdings : Acquires Student Dormitory Assets in UK for S$321m

12) Initiate Coverage
DISA : Scaling Up To Be The Next Big Thing

13) Sector Update
Aviation – Singapore : New Competitor For STE; SATS Is Now Our Top Pick In The Sector

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Research Reports : 7th September 2018

Shared By Stock Fanatic on Friday, September 7, 2018 | 7.9.18

***Reports Highlights***
1) Ban Leong Technologies Ltd : 25-year track record in IT product distribution

2) **Strategy Note | Asia Pacific**
Alpha Edge: All eyes on emerging markets

3) Top pick for the day : Indonesia’s Jakarta Composite

4) APAC Realty : NDR Takeaways - Volatile Singapore market; increasing overseas exposure

5) Market Snapshot : Markets remain in the storm

6) FX Tactical : AUD/CAD: Rates divergence continues to drive the cart

7) Top Glove : Cautious on impairment

8) Malaysia Plantations : 2Q18 results round up

9) Frasers Logistics & Industrial Trust : A portfolio refresh from capital recycling

10) **Trading Ideas**
Quantitative Alerts (Singapore) : Active Stocks

11) Silverlake Axis : Key Takeaways From KL NDR

12) **Trending Sector**
Telecommunications – Singapore : Delay Brings Reprieve

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Research Reports : 6th September 2018

Shared By Stock Fanatic on Thursday, September 6, 2018 | 6.9.18


**Reports Highlights**
1) Starhub : Fortifying the cyber security business

2) **Initiate Coverage**
Synagie Corp Ltd : Automating e-commerce for global FMCG brands

3) **REGIONAL/ASEAN/ASIA PACIFIC**
Shipbuilding : LNG keeps Korea’s market share afloat

4) Top pick for the day : Crude Oil

5) StarHub : Positive direction; wait for the impact

6) Singapore Property : New policies dampen GLS tenders

7) Singapore Monthly Strategy : Will the US$200bn T-Bomb drop?

8) Market Snapshot : Global stocks are hurt over trade and EM worries again

9) StarHub : Temasek Team Up

10) Asian Tech Components : 2018 iPhone preview & 2019 new smartphone features

11) OUE Ltd : No land, no problem

12)** Trading Ideas**
Quantitative Alerts (Singapore) : Active Stocks

13) StarHub : Stamping Its Mark In Cybersecurity

14) ST Engineering : Continues Winning Contracts; Among Our Top Picks

15) StarHub : Scaling Up In Cyber Security

16) Singapore : Monthly Review and Outlook

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Research Reports : 5th September 2018

Shared By Stock Fanatic on Wednesday, September 5, 2018 | 5.9.18

***Reports Highlights***
1) Frasers Centrepoint Trust : A visit to the northern malls

2) Top pick for the day : MSCI AC Asia Ex. Japan Index

3) Singapore Land Transport : Commencement of Fare Review Exercise

4) Market Snapshot : Markets slip amid EM woes, simmering trade tensions

5) Chart of the Week : EMFX weakness largely against USD; REER moves have been modest

6) Singapore Property : Subdued Bids Underscore Caution

7)** Trading Ideas**
Quantitative Alerts (Singapore) : Active Stocks

8) Singapore REITs : A defensive armour despite some chinks

9) Retail REITs : Tough to call a bottom

10) Office REITs : Strong rental momentum, tight transaction yields

11) Industrial REITs : Still active on acquisition front

12) Singapore Hospitality Sector : Do not disturb

13) Regional Plantation : Extension Of Biodiesel Contract To Non-PSO Segment Will Support CPO Prices

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