Twitter Facebook Youtube
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

Broker’s Picks – 06/08/14

Broker’s Picks – 06/08/14 »

Singapore Post (HOLD; S$1.71)

The transformation of SingPost holds great promise for the group but time is still needed for it to fill

Broker’s Picks – 04/08/14

Broker’s Picks – 04/08/14 »

COSCO Corp (SELL; S$0.61)

COSCO Corp reported a 29 per cent YoY rise in revenue to S$1.15b and a 19 per cent increase

Broker’s Picks – 01/08/14

Broker’s Picks – 01/08/14 »

United Overseas Bank (REDUCE; S$23.55)

We consider 2Q14 results as in-line. Key negatives were 1) margin pressures rearing its ugly head again; 2)

Broker’s Picks – 31/07/14

Broker’s Picks – 31/07/14 »

SMRT Corporation (HOLD; S$1.65)

We bump up our FY15 and FY16 PATMI projections by 18.8 per cent and 8.8 per cent, respectively. We

Broker’s Picks – 30/07/14

Broker’s Picks – 30/07/14 »

Soilbuild REIT (BUY; S$0.88)

Soilbuild Business Space REIT (Soilbuild REIT) reported 2Q14 DPU of 1.50 S cents, ahead of its prospectus forecasts by

Broker’s Picks – 29/07/14

Broker’s Picks – 29/07/14 »

SIA Engineering (HOLD; S$4. 71)

The trend of lower overhaul work is predicted to stay as regional airline capacity growth is primarily in