Image result for buy sell hold

UOB KAYHIAN

MAYBANK KIM ENG

Vividthree Holdings (VTH SP)

Transforming Into A Scalable Content Producer

 

Vividthree is transforming from a post-production provider into a digital content producer, with the new segment contributing 60% of FY18 net profit. It should benefit from the rising penetration of VR, having recently secured the rights to develop a VR thematic tour show for a popular film. If executed well, the VR tour will be highly profitable and transform Vividthree’s business model into a highly scalable one which it could grow with more recurring royalty income and IPs. For each VR set, Vividthree expects S$1.0m-1.5m net profit (37-56% of FY18 net profit).

 

Read More ...

 

 

StarHub (STH SP)

Delivering On Restructuring

 

Unveils restructuring savings; maintain BUY

StarHub has unveiled manpower- and other cost-restructuring moves to prepare for future competition and industry trends. We raise our 2019- 20E core EPS and DCF-based (WACC 5.7%, LTG -1%) TP by 11-15% and 13%, respectively. Maintain BUY based on these catalysts. Worse-thanexpected wireless competition is a key risk to our outlook.

 

Read More ...

CGS CIMB

Jumbo Group Limited

In rapid regional expansion mode

 

■ JUMBO is rapidly expanding into new cities in Asia and plans to open more JUMBO Seafood franchise outlets over the next four years.

■ Operating cost per sq ft of restaurant space was down 16.5% qoq in 3QFY18 due to cost optimisation efforts, which could lead to margin uplift in future.

■ We think JUMBO’s net profit will trough in FY18F, before strong recovery in FY19F. Maintain Add with lower TP of S$0.58 after adjusting cost estimates.

 

Read More ...

 

 

 


LionelLim8.16Check out our compilation of Target Prices




Share Prices

Counter NameLastChange
AEM Holdings0.8150.010
Alliance Mineral0.245-0.005
AusGroup0.037-
Avi-Tech Electronics0.325-0.005
Best World Int.1.4700.060
China Sunsine0.980-0.005
DISA Limited0.005-
Dutech Holdings0.245-
Federal Int. (2000)0.240-
Food Empire0.510-0.025
Geo Energy0.220-0.005
Golden Energy0.250-0.005
GSS Energy0.112-
Heeton Holdings0.515-0.005
ISOTeam0.245-
KSH Holdings0.555-0.005
Lian Beng Group0.4850.005
Miyoshi0.049-
Nordic Group0.445-0.005
Oxley Holdings0.310-
REX International0.1070.001
Riverstone1.2100.010
Roxy-Pacific0.385-0.005
Serial System0.0850.003
Sing Holdings0.390-
Sino Grandness0.197-
Straco Corp.0.7450.030
Sunningdale Tech1.3700.010
Sunpower Group0.530-0.005
The Trendlines0.104-0.004
Tiong Seng0.300-
Trek 2000 Int.0.114-
Uni-Asia Group1.270-
XMH Holdings0.200-
Yangzijiang Shipbldg1.2600.020

NextInsight RSS

rss_2 NextInsight - Latest News

Online Now

We have 1198 guests and no members online