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Broker’s Picks – 17/04/14

Broker’s Picks – 17/04/14 »

Keppel Land (HOLD; S$3.51)

There were no surprises in KepLand’s results – 1Q14 core EPS was 24 per cent of our full-year forecast

Broker’s Picks – 16/04/14

Broker’s Picks – 16/04/14 »

M1 Limited (ADD; S$3.80)

M1’s 1Q14 core net profit is in line with CIMB and street expectations, with a variance of -2 per

Broker’s Picks – 15/04/14

Broker’s Picks – 15/04/14 »

Singapore Press Holdings (REDUCE; S$4.03)

One-off charges pushed SPH’s interims below expectations, with 1HFY14 core net profit at 36 per cent of our

Broker’s Picks – 14/04/14

Broker’s Picks – 14/04/14 »

Ezra Holdings (REDUCE; S$0.96)

Ezra’s 1H 14 core net profits was below expectations, at 18 per cent of our FY14 forecast and consensus.

Broker’s Picks – 11/04/14

Broker’s Picks – 11/04/14 »

Frasers Centrepoint Trust (UNDERPERFORM; S$1.74)

FCT to buy Changi City Point for S$ 305mn. FCT intends to finance the S$ 312.5mn (after acquisition

Broker’s Picks – 10/04/14

Broker’s Picks – 10/04/14 »

Frasers Centrepoint (ADD; S$2.19)

FCT recently announced that it would acquire Changi City Point (CCP) for a purchase consideration of S$305m. We view

Broker’s Picks – 09/04/14

Broker’s Picks – 09/04/14 »

CapitaCommercial Trust (BUY; S$1.88)

Looking ahead to a bountiful 2015 as CCT is poised to benefit from keen interest in CapitaGreen, rental reversions

Broker’s Picks – 08/04/14

Broker’s Picks – 08/04/14 »

DBS Group (ADD; S$20.28)

Having gained a better understanding of DBS’s due diligence process for trade loans from its global transaction services (GTS)

Broker’s Picks – 07/04/14

Broker’s Picks – 07/04/14 »

Midas (BUY; S$0.75)

Change is afoot in China’s railway industry following the government’s recent announcement of five railway construction projects worth CNY142.4b. Also

Broker’s Picks – 04/04/14

Broker’s Picks – 04/04/14 »

Raffles Medical Group (ADD; S$3.68)

RFMD’s asset-heavy approach is timely. The use of gearing is a good departure from its conservative style previously

Broker’s Picks – 03/04/14

Broker’s Picks – 03/04/14 »

Noble Group (REDUCE; S$1.12)

In a highly-anticipated move amid the recent wave of global consolidation in the agribusiness, Noble has entered into a

Broker’s Picks – 02/04/14

Broker’s Picks – 02/04/14 »

Golden Agri-Resources (HOLD; S$0.60)

We detected good interest from investors during Golden Agri’s recent NDR in the US due to the more buoyant