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OCBC

DBS VICKERS

SG Strategy: Retail therapy, buy local

 

Global equities had a major rollercoaster ride this year, from heady highs earlier in the year to panic lows by the last quarter of the year. While there were the usual pockets of geopolitical tensions and politically tense situations, trade tensions and tariffs between the US and China hogged the limelight, and escalated in 2H18. Fortunately, 3Q corporate earnings were fairly in line with expectations and there were minimal earnings shocks or cuts. In general, guidance from listed companies was muted and earnings outlook for 2019 was pared down in anticipation of slower growth next year. Current valuations are attractive; PER of 12.1x and with an attractive dividend yield of 4.3%. Our 2019 stock picks are CapitaLand, DBS, Frasers Centrepoint Trust, Frasers Logistics & Industrial Trust, Keppel DC REIT, Mapletree North Asia Commercial Trust, Netlink NBN Trust, SATS Ltd, Singapore Airlines, Singapore Technologies Engineering, SingTel, UOB and UOL.

 

Keppel DC REIT

 

On cloud nine

BUY, TP S$1.52. Trading at a yield of c.5.6-5.7%, Keppel DC REIT (KDC REIT) remains one of the few REITs in Singapore that are capable of making accretive acquisitions, supported by low cost of capital. The REIT is projected to deliver a solid 2% CAGR in distributions, with upside from acquisitions.

 

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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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