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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

Broker’s Picks – 17/09/14

Broker’s Picks – 17/09/14 »

Frasers Commercial Trust (BUY; S$1.48)

FCOT is currently trading at 0.88x P/B, lower than the S-REITs sector average of 1.0 1 x P/B.

Broker’s Picks – 16/09/14

Broker’s Picks – 16/09/14 »

Healthcare Sector (NEUTRAL)

SGX-listed healthcare companies which we track have largely reported improved financial performance during the recent 2QCY14 results season. Under our

Broker’s Picks – 15/09/14

Broker’s Picks – 15/09/14 »

Ezion Holdings (BUY; S$2.31)

We are seeing more activity in Ezion’s SGX-listed associates recently. 41.5 per cent-owned Charisma Energy has announced several contracts