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OCBC

DBS VICKERS

SG Strategy: Retail therapy, buy local

 

Global equities had a major rollercoaster ride this year, from heady highs earlier in the year to panic lows by the last quarter of the year. While there were the usual pockets of geopolitical tensions and politically tense situations, trade tensions and tariffs between the US and China hogged the limelight, and escalated in 2H18. Fortunately, 3Q corporate earnings were fairly in line with expectations and there were minimal earnings shocks or cuts. In general, guidance from listed companies was muted and earnings outlook for 2019 was pared down in anticipation of slower growth next year. Current valuations are attractive; PER of 12.1x and with an attractive dividend yield of 4.3%. Our 2019 stock picks are CapitaLand, DBS, Frasers Centrepoint Trust, Frasers Logistics & Industrial Trust, Keppel DC REIT, Mapletree North Asia Commercial Trust, Netlink NBN Trust, SATS Ltd, Singapore Airlines, Singapore Technologies Engineering, SingTel, UOB and UOL.

 

Keppel DC REIT

 

On cloud nine

BUY, TP S$1.52. Trading at a yield of c.5.6-5.7%, Keppel DC REIT (KDC REIT) remains one of the few REITs in Singapore that are capable of making accretive acquisitions, supported by low cost of capital. The REIT is projected to deliver a solid 2% CAGR in distributions, with upside from acquisitions.

 

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LionelLim8.16Check out our compilation of Target Prices




Share Prices

Counter NameLastChange
AEM Holdings1.0100.010
Alliance Mineral0.1850.001
Anchor Resources0.025-
AusGroup0.035-
Avi-Tech Electronics0.3050.015
Best World Int.2.710-
China Sunsine1.290-
CSE Global0.4650.005
Food Empire0.5450.010
Geo Energy0.191-
Golden Energy0.240-
GSS Energy0.119-0.001
HMI0.570-
ISDN Holdings0.210-
KSH Holdings0.510-
Miyoshi0.047-
Moya Asia0.082-
Nordic Group0.365-0.015
Oxley Holdings0.320-
REX International0.0910.001
Riverstone1.120-0.010
Roxy-Pacific0.410-
Sing Holdings0.395-
SingMedical0.4500.005
Sino Grandness0.060-
Straco Corp.0.760-
Sunningdale Tech1.5700.020
Sunpower Group0.5150.015
The Trendlines0.100-0.001
Tiong Seng0.270-
Uni-Asia Group1.190-
XMH Holdings0.170-
Yangzijiang Shipbldg1.400-

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  • Lionel Lim