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BROKER’S PICKS – 23/07/14

BROKER’S PICKS – 23/07/14 »

Frasers Centrepoint Trust (ADD; S$2.18)

FCT continued to grow operationally during the quarter. Portfolio occupancy grew to 98.5 per cent from 96.8 per

BROKER’S PICKS – 22/07/14

BROKER’S PICKS – 22/07/14 »

Singapore Banks (NEUTRAL)

We believe OCBC has the most scope to surprise on the upside as its outsize investment book might have benefited

Broker’s Picks – 21/07/14

Broker’s Picks – 21/07/14 »

Nera Telecommunications Ltd (NOT RATED)

However, the share price at S$0.77 could have incorporated all the short-term positives. We estimate Nera’s value at

BROKER’S PICKS – 18/07/14

BROKER’S PICKS – 18/07/14 »

Ezion Holdings (BUY; S$2.95)

Ezion has secured two charter contracts: 1) to provide a refurbished jackup to an East European-based oil major over

BROKER’S PICKS – 17/07/14

BROKER’S PICKS – 17/07/14 »

Sembcorp Industries (BUY; S$6.20)

SCI has raised its stake in the JV power plant Thermal Powertech Corporation India (TPCIL) to 60 per cent

BROKER’S PICKS – 16/07/14

BROKER’S PICKS – 16/07/14 »

SPH REIT (ADD; S$1.09)

SPH REIT’s YTD revenue was 2.9 per cent higher than our forecast, in part driven by i) strong 2QFY14

BROKER’S PICKS – 15/07/14

BROKER’S PICKS – 15/07/14 »

Plantations (NEUTRAL)

Palm oil stocks in Malaysia fell 10 per cent mom to 1.66m tonnes at end-Jun 2014. This is 14 per cent

BROKER’S PICKS – 14/07/14

BROKER’S PICKS – 14/07/14 »

Ezra Holdings (ADD; S$1.48)

Ezra’s sale of its offshore support business to EOC (and listing of the latter in Singapore by end-2014) provides

BROKER’S PICKS – 11/07/14

BROKER’S PICKS – 11/07/14 »

OUE Limited (BUY; S$2.80)

One Raffles Place (ORP) mall – the largest mall in Raffles Place – has 98,500 sq ft of NLA

BROKER’S PICKS – 10/07/14

BROKER’S PICKS – 10/07/14 »

Ezion Holdings (Underperform; S$1.80)

We initiate coverage of Ezion with an UNDERPERFORM rating and a target price of S$1.80. While Ezion has typically

BROKER’S PICKS – 09/07/14

BROKER’S PICKS – 09/07/14 »

China Economic Update 

We estimate China’s GDP rebounded to +7.6 per cent yoy in 2Q14 from +7.4 per cent yoy in 1Q14 given

BROKER’S PICKS – 08/07/14

BROKER’S PICKS – 08/07/14 »

Sinarmas Land (BUY; S$1.01)

Sinarmas Land (AFP SP) Price Close Relative to Straits Times Index (RHS) 5 10 15 20 25 30 35