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Broker’s Picks – 22/08/14

Broker’s Picks – 22/08/14 »

Ascendas REIT (BUY; S$2.45)

Ascendas REIT (A-REIT) recently announced the completion of acquisition of Aperia, a newly completed integrated mixed-use development in Kallang

Broker’s Picks – 21/08/14

Broker’s Picks – 21/08/14 »

Construction Sector (NEUTRAL)

More projects in the long-term construction pipeline. New contracts to be won, but timing of contract award and commencement is

Broker’s Picks – 20/08/14

Broker’s Picks – 20/08/14 »

Biosensors International Group (SELL; S$0.68)

Biosensors International Group (BIG) announced that its largest shareholder CITIC Private Equity Funds Management Co. (CITIC PE) has

Broker’s Picks – 19/08/14

Broker’s Picks – 19/08/14 »

Swissco Holdings (ADD; S$1.35)

Following its recent issuance of US$43m redeemable exchangeable preference shares (REPS), Swissco, via its subsidiary Scott & English Energy,

Broker’s Picks – 18/08/14

Broker’s Picks – 18/08/14 »

Midas Holdings (BUY; S$0.50)

Midas Holdings reported 2Q14 earnings which came in below our expectations. Although revenue rose 18.4 per cent YoY to

Broker’s Picks – 15/08/14

Broker’s Picks – 15/08/14 »

Valuetronics (BUY; S$0.72)

The stock’s price has doubled YTD, but it is still cheap at 7.4x FY15, with at least one-third of its

Broker’s Picks – 14/08/14

Broker’s Picks – 14/08/14 »

ComfortDelGro (BUY; S$2.92)

ComfortDelGro (CDG) reported 2Q14 results which were within our expectations. PATMI rose 9.9 per cent YoY to S$75.7m on the

Broker’s Picks – 13/08/14

Broker’s Picks – 13/08/14 »

Ho Bee Land (ADD; S$2.60)

Ho Bee’s 2QFY14 core net profit was broadly in line, at 20 per cent of our full-year forecast.

Broker’s Picks – 12/08/14

Broker’s Picks – 12/08/14 »

Ascendas REIT (HOLD; S$2.36)

AREIT announced the long-awaited acquisition of Aperia. Though this is a good quality asset that could potentially contribute higher

Broker’s Picks – 11/08/14

Broker’s Picks – 11/08/14 »

Hyflux (SELL; S$1.10)

1H14 NPAT S$99m, a ~300 per cent improvement, but this was essentially helped by S$142m in divestment gains which included

Broker’s Picks – 08/08/14

Broker’s Picks – 08/08/14 »

Banking – Singapore (OVERWEIGHT)

DBS and OCBC both clocked net profits of above S$900m each in 2Q14, an astounding achievement that demonstrates broad-based

Broker’s Picks – 07/08/14

Broker’s Picks – 07/08/14 »

Biosensors International Group (SELL; S$0.68)

Biosensors International Group (BIG) reported 1QFY15 earnings which fell short of ours and the street’s expectations. Core PATMI