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UOB KAYHIAN

CIMB

Aviation – Singapore

Higher Costs For Passengers Departing From Changi Could Reduce Profitability For Airlines

 

An upcoming increase in PSC will make Changi one of the costliest airports for passengers in Asia Pacific. Budget travellers, who currently account for 30% of throughput, could opt for other Asian cities instead of Singapore. Scoot’s profitability could be impacted but SIA’s newly-implemented seat selection and changes to frequent flyer programme could provide a buffer. MAINTAIN MARKET WEIGHT.

 

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Singapore Strategy

Indexed stocks well-owned

 

■ We recently completed our marketing trip to Tokyo and Hong Kong. Investors were generally Overweight on Singapore banks and technology (mainly VMS).

■ Names held in the country portfolios were DBS, OCBC, UOB, CD, VMS and CDL.

■ Investors generally wondered which banks to switch to from DBS given its relatively pricey valuations. There were also questions on the ‘right’ P/E to pay for VMS.

■ Among our top 3 picks of turnaround stories, investors were open to SPH (potential transformation from asset management), but less keen on ThaiBev and SingPost.

■ We reiterate our top picks: DBS, KEP, STE, UOL, SingPost, ThaiBev, Sheng Siong, China Sunsine, mm2, Yongnam, Riverstone and Sunningdale.

 

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LionelLim8.16Check out our compilation of Target Prices




Share Prices

Counter NameLastChange
AEM Holdings1.1500.080
Alliance Mineral0.360-
AusGroup0.0410.001
Avi-Tech Electronics0.390-
Best World Int.1.3200.110
China Sunsine1.530-0.010
DISA Limited0.008-0.001
Dutech Holdings0.290-
Federal Int. (2000)0.255-
Food Empire0.6600.010
Geo Energy0.2250.010
Golden Energy0.355-0.005
GSS Energy0.1410.004
Heeton Holdings0.555-0.005
ISOTeam0.3500.015
KSH Holdings0.6650.040
Lian Beng Group0.5550.015
Miyoshi0.055-
Nordic Group0.520-0.020
Oxley Holdings0.4350.015
REX International0.0480.002
Riverstone1.010-0.030
Roxy-Pacific0.5050.010
Serial System0.150-0.002
Sing Holdings0.425-0.005
Sino Grandness0.220-
Straco Corp.0.750-0.005
Sunningdale Tech1.3300.050
Sunpower Group0.580-0.025
The Trendlines0.121-
Tiong Seng0.3950.005
Trek 2000 Int.0.1450.015
Uni-Asia Group1.350-
XMH Holdings0.200-
Yangzijiang Shipbldg0.9550.010

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