Excerpts from DBS Vickers report

With STI falling by nearly 9% in January, small cap names were not spared and our picks fell by an average of 5.9% since our last issue of SMC Monthly.

We focus our picks on names that should report strong earnings or declare an attractive dividend.

Japfa chick10.15Japfa: Parent stock chickens used to lay eggs for DOC (day-old chicks). Photo: RHBWe expect good results from - Japfa, Riverstone, mm2, Osim while dividend yield for CMH Pacific is attractive at c.7%. CMH is likely to reward shareholders with a final dividend of up to 3.5Scts.

Value is also emerging from the P/BV perspective.

We highlight a couple of names that offer value: Midas Holdings (BUY, TP S$0.49) is trading at c. 0.5x P/BV despite being profitable,

2) Perennial Real Estate Holdings (BUY, TP S$1.32) is at just 0.5x P/BV and

3) Centurion Corporation (BUY, TP S$0.59) trades at 0.6x P/BV and less than 7x PE.

We also feature leading local F&B group, Jumbo, whose growth is underpinned by new outlets in Shanghai and Singapore, in an Equity Explorer.

For SMC Radars, we highlight Best World, Serial System, and Sunningdale.


BEST WORLD: Takeaways from discussion on direct-selling prospects in ChinaRIVERSTONE: Oct 2015 factory visit video by NextInsight

SERIAL SYSTEM: Dividend yield expected to be 6-8% over next 12 months

JAPFA: Day-old-chick prices spike up

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Counter NameLastChange
AEM Holdings2.2700.130
Avi-Tech Electronics0.265-
Best World1.6800.050
Broadway Ind0.0990.012
China Sunsine0.4000.010
Delfi Limited0.9700.005
Food Empire1.430-0.010
Fortress Minerals0.280-
Geo Energy Res0.325-0.005
GSS Energy0.026-0.001
Hong Leong Finance2.480-
Hongkong Land (USD)3.240-0.140
ISDN Holdings0.315-0.005
IX Biopharma0.045-
Jiutian Chemical0.0260.001
KSH Holdings0.250-
Leader Env0.050-0.001
Medtecs Intl0.131-0.001
Nordic Group0.3400.005
Oxley Holdings0.089-0.002
REX International0.1350.002
Sinostar PEC0.138-0.002
Southern Alliance Mining0.600-
Straco Corp.0.500-0.030
Sunpower Group0.230-
The Trendlines0.085-
Totm Technologies0.023-
Uni-Asia Group0.820-0.020
Wilmar Intl3.3500.030
Yangzijiang Shipbldg1.7800.030

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