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UOB KAYHIAN

DBS VICKERS

Alpha Picks: A Mixed November

 

After a mixed November, we re-position our picks by removing ST Engineering and replacing it with SATS. We also introduce FUYU as an addition to our portfolio.

WHAT’S NEW

• A mixed November.

November turned out to be a mixed month with some outperformers and underperformers within our alpha picks. On a portfolio basis, our picks gained an average of 1.0% mom, which compares with the FSSTI’s advance of 2.5% during the month. Within our portfolio, notable outperformers include OCBC and Valuetronics, with the latter rising 6.3% due to a rebound in sentiment due to the temporary ceasefire between the US and China. We like OCBC as we believe there is ample room for dividend payout growth. The underperformer within our portfolio is CSE Global, which retreated 3.3% as sentiment was hit by the reversal in oil prices.

 

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Singapore Banks

 

At the crossroads

• Three trends to watch in 2019: (1) NIM expansion as key earnings driver; (2) credit costs normalising; (3) loan growth moderating from high base

• Higher dividend payout ratio and dividend yield to support share prices

• Singapore banks trading near 1S.D. below 10-year average P/BV multiple

• BUY ratings for both UOB and OCBC; prefer UOB

 

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LionelLim8.16Check out our compilation of Target Prices




Share Prices

Counter NameLastChange
AEM Holdings1.040-0.030
Alliance Mineral0.168-0.002
Anchor Resources0.018-
AusGroup0.0310.002
Avi-Tech Electronics0.280-0.010
Best World Int.1.780-0.110
China Sunsine1.200-0.030
CSE Global0.515-0.005
Food Empire0.5600.005
Geo Energy0.178-0.002
Golden Energy0.220-
GSS Energy0.1030.002
HMI0.545-
ISDN Holdings0.225-0.005
KSH Holdings0.520-0.010
Miyoshi0.054-0.002
Moya Asia0.087-0.001
Nordic Group0.325-
Oxley Holdings0.295-
REX International0.0810.002
Riverstone1.080-
Roxy-Pacific0.405-0.005
Sing Holdings0.405-
SingMedical0.4650.005
Sino Grandness0.053-0.002
Straco Corp.0.8000.020
Sunningdale Tech1.330-0.010
Sunpower Group0.525-
The Trendlines0.0870.001
Tiong Seng0.2500.005
Uni-Asia Group1.170-0.010
XMH Holdings0.163-0.022
Yangzijiang Shipbldg1.5900.010

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