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UOB KAYHIAN

DBS VICKERS

Alpha Picks: A Mixed November

 

After a mixed November, we re-position our picks by removing ST Engineering and replacing it with SATS. We also introduce FUYU as an addition to our portfolio.

WHAT’S NEW

• A mixed November.

November turned out to be a mixed month with some outperformers and underperformers within our alpha picks. On a portfolio basis, our picks gained an average of 1.0% mom, which compares with the FSSTI’s advance of 2.5% during the month. Within our portfolio, notable outperformers include OCBC and Valuetronics, with the latter rising 6.3% due to a rebound in sentiment due to the temporary ceasefire between the US and China. We like OCBC as we believe there is ample room for dividend payout growth. The underperformer within our portfolio is CSE Global, which retreated 3.3% as sentiment was hit by the reversal in oil prices.

 

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Singapore Banks

 

At the crossroads

• Three trends to watch in 2019: (1) NIM expansion as key earnings driver; (2) credit costs normalising; (3) loan growth moderating from high base

• Higher dividend payout ratio and dividend yield to support share prices

• Singapore banks trading near 1S.D. below 10-year average P/BV multiple

• BUY ratings for both UOB and OCBC; prefer UOB

 

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LionelLim8.16Check out our compilation of Target Prices




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Share Prices

Counter NameLastChange
AEM Holdings0.845-0.030
Alliance Mineral0.265-0.005
Anchor Resources0.023-
AusGroup0.033-0.001
Avi-Tech Electronics0.285-0.025
Best World Int.2.370-0.030
China Sunsine1.400-0.010
DISA Limited0.004-
Federal Int. (2000)0.270-
Food Empire0.530-
Geo Energy0.1690.001
Golden Energy0.2350.005
GSS Energy0.097-0.001
ISDN Holdings0.200-
ISOTeam0.205-0.025
KSH Holdings0.5200.010
Lian Beng Group0.475-
Miyoshi0.0420.001
Nordic Group0.385-
Oxley Holdings0.285-
REX International0.060-0.003
Riverstone1.170-0.030
Roxy-Pacific0.400-0.005
Sing Holdings0.390-
Sino Grandness0.126-0.002
Straco Corp.0.715-
Sunningdale Tech1.5000.040
Sunpower Group0.300-0.010
The Trendlines0.101-
Tiong Seng0.280-
Uni-Asia Group1.200-
XMH Holdings0.180-
Yangzijiang Shipbldg1.210-0.020

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