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Broker’s Picks – 03/10/14

Broker’s Picks – 03/10/14 »

Property Devt & Invt (NEUTRAL)

Public and private housing prices indices’ flash estimates fell 1.6 per cent and 0.6 per cent in 3Q14

Broker’s Picks – 02/10/14

Broker’s Picks – 02/10/14 »

Noble Group Ltd (HOLD; S$1.31)

Noble Group (Noble) noted that China Investment Corp (CIC), through its subsidiary Best Investment Limited, has pared its

Broker’s Picks – 01/10/14

Broker’s Picks – 01/10/14 »

Riverstone Holdings (HOLD; S$1.00)

Following our visit to Riverstone’s new production facility in Taiping, Malaysia, we are comfortable with the progress of its

Broker’s Picks – 30/09/14

Broker’s Picks – 30/09/14 »

OUE Limited (BUY; S$2.69)

OUE announced that it agreed to invest US$200.0m (S$254.2m) in Nuvest Real Return Fund, a Cayman Islands – domiciled

Broker’s Picks – 29/09/14

Broker’s Picks – 29/09/14 »

Starburst Holdings (BUY; S$0.77)

Proxy to bigger defence budgets regionally and fastest growing markets in the Middle East. Steady earnings growth from FY14F-16F.

Broker’s Picks – 26/09/14

Broker’s Picks – 26/09/14 »

Japfa Ltd (ADD; S$1.25) 

Japfa Ltd is a play on the rising wages of Asia’s lower – middle income population and the inevitable

Broker’s Picks – 25/09/14

Broker’s Picks – 25/09/14 »

Hyflux Ltd (HOLD; S$1.07)

Hyflux lost bid for Changi NEWater project. Consortium formed by Beijing Enterprises Water and United Engineers won it. This

Broker’s Picks – 24/09/14

Broker’s Picks – 24/09/14 »

Vard Holdings (HOLD; S$0.94)

Vard Holdings Limited’s (VARD) share price has fallen 19.0 per cent since it announced on 5 Aug 2014 that

Broker’s Picks – 23/09/14

Broker’s Picks – 23/09/14 »

YTL Starhill Global REIT (BUY; S$0.90)

SGREIT announced that it has refinanced its outstanding MYR debt that was previously used to fund the

Broker’s Picks – 22/09/14

Broker’s Picks – 22/09/14 »

Yangzijiang Shipbuilding (BUY; S$1.38)

YZJ leads in China’s market with the highest new orders YTD and largest order book, in CGT. With US$1.4b

Broker’s Picks – 19/09/14

Broker’s Picks – 19/09/14 »

Tiger Airways (SELL; S$0.35)

Although the overcapacity issue in SEA is likely to continue to supress yields, we believe Tigerair’s focus on capacity

Broker’s Picks – 18/09/14

Broker’s Picks – 18/09/14 »

Singapore Market Outlook

While the Singapore market is generally perceived as being stable (and defensive), an analysis of the 5-year trend showed that