All the information below is extracted from analyst reports. Their target prices are set by analysts with, typically, a 12-month time frame in mind. No, they are not cast in stone: You can expect them to be revised as new business developments materialise.

analysts_montage_targetprices

Stock

Date

Research house

Recent price

Target 
price

Call

Valuation (of target price)

Genting Singapore 31 July Morgan Stanley $1.20

$1.35

Underweight 2014e P/E of 17.4x
SMRT 31 July Nomura $1.44

1.16

Reduce
SMRT 30 July Macquarie $1.44

99 c

Underperform
Hutchison Port Holdings Trust 30 July Deutsche USD0.76 USD0.83 Buy
Hutchison Port Holdings Trust 30 July Macquarie US$0.76

US$0.74

Neutral
KSH 30 July UOB KH 55 c

71 c

Buy
OKP 30 July DBS Vickers $ 0.41

$ 0.35

Hold SOTP
United Envirotech 30 July DBS Vickers $1.025

97 c

Hold
 Lian Beng Group 29 July Maybank 58 c

69 c

Buy
ST Engineering 29 July Maybank 

$4.36

$4.80

Buy  23x blended FY13/14 PER
Bumitama Agri 29 July Credit Suisse

97 c

$1.00

Neutral  13XFY14E P/E
First Resources 29 July Credit Suisse

$1.72

$2.41

Outperform
Indofood Agri 29 July Credit Suisse

94 c

88 c

Underperform 10.0x FY14E P/E
Wilmar 29 July Credit Suisse

$3.16

$3.73

Neutral
Golden Agri 29 July Credit Suisse

55 c

67 c

Outperform
Swiber 29 July CIMB

$0.73

$0.91

Outperform
Swiber 29 July UOB KH

$0.73 

S$0.86  Buy 6.2x 2014F fully-diluted EPS
Mapletree Industrial Trust 26 July Credit Suisse

1.38

1.67 Outperform
SATS 26 July Credit Suisse

3.31

3.70 Outperform
SIA 26 July OCBC 

$10.25

$9.50 Sell  0.8x P/Book
SIA 26 July Credit Suisse

$10.25

$12.50 Outperform FY14 EV/EBITDAR of 5x
SIA 26 July Maybank KE

$10.25

$10.30 Hold P/B of 0.9X FY14E
SIA 26 July Goldman Sachs

S$10.25

S$9.70 Neutral
Mapletree Industrial Trust 25 July Deutsche

1.38

1.54 Buy
CapitaLand 25 July Goldman Sachs

S$3.22

S$4.29 Neutral 12m NAV
CapitaMalls Asia 24 July Credit Suisse

1.94

2.58 Outperform
SGX 24 July Credit Suisse

7.55

9.25 Outperform
Sheng Siong Group 24 July Maybank KE

69.5 c

74 c Hold 25.8X FY13F P/E
Sheng Siong Group 24 July DBS Vickers

69 c

80 c Buy FY14F
PE of 25x.
Nam Cheong 24 July OSK-DMG

27.5 c

35 c Buy
Sing Holdings 23 July AmFraser

47 c

56 c Buy 40% discount to RNAV
SGX 23 July  Goldman Sachs

$7.55

$8.00 Neutral 21X P/E
Ying Li 23 July UOB KH

$0.455

$0.64  Buy
Raffles Medical Group 23 July OCBC

3.12

3.42 Buy 29X blended FY13/14PE
Raffles Medical Group 23 July UOBKH

3.12

3.78 Buy DCF
Mapletree Logistics Trust 19 July Credit Suisse 1.10 1.42 Outperform
Keppel Corp 19 July Credit Suisse 10.90 12.50 Outperform
Keppel Corp 18 July Barclays  10.90 13.30 Overweight Sum of the parts
Capita
Commercial Trust
17 July Goldman Sachs $1.50 $1.86 Buy DCF
Keppel Land 17 July  Goldman Sachs $3.57 $4.09 Neutral 12-mth NAV
Ascendas REIT 17 July DBS Vickers $2.24 $ 2.50  Buy
Singapore Airlines 17 July Maybank KE 10.21 $10.50 Hold
Thai Beverage 16 July UBS $$0.61 $$0.51 Sell Sum of the parts
M1 17 July Maybank KE 3.12 $3.69 Buy DCF
KepCorp  16 July Maybank KE  $10.84 $12.10 Buy SOTP/DCF
 SembCorp Marine 16 July Maybank KE  $4.47 $5.20 Buy SOTP
 Cosco 16 July Maybank KE  $0.73  $0.65 Sell Price to book
 Yangzijiang 16 July Maybank KE  $0.86  $0.93 Hold Sum of the parts
M1 16 July Deutsche 3.12 3.72 Buy DCF
SPH 16 July  Deutsche 4.33 4.09 Hold Sum of the parts
Ezra  15 July DBS Vickers $0.955 $ 0.90 Fully valued
OSIM 15 July Maybank KE $2.05 $2.53 Buy 18x FY13F
Noble  15 July UOB KH $0.91 $0.92 Hold

30% discount to its long-term mean PE of 15.3x

Keppel Corp 15 July Credit Suisse 10.83 13.70 Outperform
Vard Holdings 12 July Credit Suisse 87 c       80 c Underperform
Biosensors 11 July Deutsche 1.06 1.15 Hold 7X FY2014 EPS
Roxy-Pacific  10 July OCBC 60.5 c 76 c Buy 30% RNAV discount
Tiger Airways 10 July JP Morgan S$0.63 S$0.90 Overweight
Fortune REIT 10 July StanChart HKD 6.81 HKD 8.20 Outperform
Eu Yan Sang 10 July CIMB 77 c 89 c Outperform 16.3x CY14 P/E
Tat Hong 10 July DBS Vickers $1.18 $1.43 Buy 12x FY14F PE
Goodpack 10 July OCBC $1.56 $1.80 Outperform 14.9x CY14 P/E 
Keppel Corp 9 July Daiwa $10.56 $12.80 Buy SOTP/PER
CityDev 9 July StanChart 10.78 13.30 Outperform 0.92x RNAV
Suntec REIT 9 July Maybank KE 1.565 1.75 Buy
Hutchinson Port Holdings Trust  9 July DBS Vickers US$0.745 US$0.82 Buy
Cambridge Industrial Trust 8 July StanChart 71 c 82 c Outperform
NOL 8 July Maybank KE 1.06 1.25 Hold FY13-14E P/BV of 1.1X
Tat Hong 8 July  CIMB $1.19 $1.75 Outperform  11x CY14 P/E
AusGroup 5 July OSK 37 c 33 c Sell  0.8x P/B
Biosensors 4 July Maybank KE $1.08 $1.17 Hold SOTP
Comfort DelGro 4 July Credit Suisse 1.85 $2.10 Outperform 16x FY14E P/E
Singapore Exchange 4 July Credit Suisse 7.08 9.25  Outperform
MTQ 4 July OSK-DMG $1.35 $1.76 Buy 8x FY14F EPS
Suntec REIT 3 July Daiwa $1.595 $2.01 Buy DDM
CapitaMall Trust 3 July Daiwa $2.00 $1.95 Hold
ST Engineering 2 July OSK-DMG 4.12 4.70 Buy          DCF
Vard 1 July DBS Vickers $1.09 $1.16 Hold 8x FY13 EPS


Previous month's  compilation: TARGET PRICES (June, SG)

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