Image result for buy sell hold

CGS CIMB

MAYBANK KIM ENG

City Developments

Second takeover offer for M&C

 

■ CIT launched a second takeover offer for the 34.8% stake in M&C it does not own at £6.85/share.

■ We expect the deal to be RNAV-accretive to CIT and allow greater flexibility to maneuver in a competitive landscape.

■ Maintain Add. Our TP of $10.66 is based on 35% discount to RNAV.

 

Read More ...

 

 

 

Singapore Technology

Finding its bearings

 

Scenario analysis to understand key risks

The escalation of the US-China trade war has clouded the earnings outlook for the Singapore technology universe. We provide: i) scenario analyses to illustrate the key risks; and ii) earnings sensitivities to understand market expectations at different share price levels. We upgrade VMS to BUY and HIP to HOLD, following share price declines of 18%/22% from the recent peaks April. Our forecasts and TPs are unchanged.

 

Read More ...

OCBC UOB KAYHIAN

Yangzijiang Shipbuilding: Bobbing up and down

 

The market for new orders is “still silent”, and this mainly relates to the bulker and containership segments. The tanker market, in comparison, is relatively better, with enquiries for chemical tankers and crude oil tankers. That said, 2020 should be a much better year in terms of new orders, as ship owners who have been holding back (hence affecting 2019 new order flow) are likely to place new orders after they have more operational clarity relating to IMO’s sulphur content cap regulation which will be enforced from 2020. Maintain HOLD with S$1.45 fair value estimate.

 

CDL Hospitality Trust (CDREIT SP)

AEIs Put Singapore Portfolio On Stronger Footing To Benefit From Supply-led Recovery

 

In the coming quarters, CDREIT is poised to see earnings improve on the back of enhanced contributions from Orchard Hotel and Raffles Maldives Meradhoo. This also comes on the back of a supply-led Singapore hotel recovery, which is expected to see room CAGR taper off to 1.3% from end-18 to 2022 (2014-18: 4% CAGR). Maintain BUY with a higher target price of S$2.06 (previously S$1.99).

 

Read More ...


LionelLim8.16Check out our compilation of Target Prices




Share Prices

Counter NameLastChange
AEM Holdings1.000-0.050
Alliance Mineral0.145-0.006
Anchor Resources0.013-
AusGroup0.026-0.002
Avi-Tech Electronics0.2800.015
Best World Int.1.360-
China Sunsine1.120-
CSE Global0.475-0.015
Food Empire0.495-0.005
Geo Energy0.150-0.001
Golden Energy0.215-0.010
GSS Energy0.086-0.002
HMI0.6500.005
ISDN Holdings0.230-
KSH Holdings0.415-0.005
Miyoshi0.043-0.001
Moya Asia0.075-0.003
Nordic Group0.280-0.020
Oxley Holdings0.325-0.005
REX International0.073-0.001
Riverstone0.9950.010
Roxy-Pacific0.390-0.005
Sing Holdings0.3950.010
SingMedical0.385-0.005
Sino Grandness0.042-0.002
Straco Corp.0.750-
Sunningdale Tech1.330-0.010
Sunpower Group0.470-0.005
The Trendlines0.077-
Tiong Seng0.2300.005
Uni-Asia Group0.755-0.005
XMH Holdings0.153-
Yangzijiang Shipbldg1.520-

NextInsight RSS

rss_2 NextInsight - Latest News

Online Now

We have 1501 guests and no members online