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Manulife US REIT

Premium US office landlord


■ MUST offers exposure to a portfolio of premium US office properties.

■ Property market studies indicate that supportive macroeconomic and robust sector fundamentals underpin continued rental growth.

■ The stock is trading at 7% annualised 1Q19 dividend yield.


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Singapore Airlines (SIA SP)

Strong Pax Traffic But Cargo Traffic Declines For Nine Straight Months


SIA’S May traffic data showed nine consecutive months of decline in cargo, though the pace of decline narrowed in May. Given the steep 31% yoy fall in electronics NODX exports, we believe that air cargo yields would also have been soft. Pax traffic though was better than expected, although this could have been partially due to a longer Vesak Day holiday and transfer of routes from Silk Air. Maintain HOLD with a target price of S$9.50. Suggested entry level: S$8.60.


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Singapore REITs Monthly

Monthly Tracker: June 2019



 FTSE S-REIT index return gained 4.4% MTD and 14.8% YTD. Strongest gains were from the Healthcare sector (+3.9% YTD) and weakest showing at the Hospitality sector (-2.3% YTD).

 Sector yield spread still below the -1 standard deviation (s.d.) level as at end-May, at 272bps, over the benchmark 10-year SGS (10YSGS) yield.

 3-month SOR rose to 2.05% as at end-May.

 Remain NEUTRAL on S-REITs sector. Sub-sector preferences: Office and Hospitality.


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AEM Holdings (AEM SP)


System level test – At an inflection point

At the right place, at the right time 5G is expected to usher greater levels of device interconnectivity. Chips are also increasingly complex and mission-critical. To test chips efficiently and effectively, chipmakers are increasingly looking to system level test (SLT) to complement conventional methods. AEM appears well positioned given its early mover advantage and strong know-how. AEM may even be an attractive M&A target, given attractive valuation of 6x FY19E EV/EBITDA. ROE-g/COE-g TP of SGD1.40, based on 3.1x FY19E P/B is unchanged. BUY.


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LionelLim8.16Check out our compilation of Target Prices

Share Prices

Counter NameLastChange
AEM Holdings1.1300.030
Alliance Mineral0.125-0.003
Anchor Resources0.014-
Avi-Tech Electronics0.2850.015
Best World Int.1.360-
China Sunsine1.1400.010
CSE Global0.480-0.005
Food Empire0.495-
Geo Energy0.157-
Golden Energy0.2050.005
GSS Energy0.0840.003
ISDN Holdings0.235-
KSH Holdings0.420-
Moya Asia0.076-
Nordic Group0.2900.005
Oxley Holdings0.330-
REX International0.0680.001
Sing Holdings0.405-
Sino Grandness0.0500.004
Straco Corp.0.755-0.005
Sunningdale Tech1.4000.010
Sunpower Group0.480-
The Trendlines0.078-0.002
Tiong Seng0.230-
Uni-Asia Group0.7550.010
XMH Holdings0.153-
Yangzijiang Shipbldg1.5200.010

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