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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




Share Prices

Counter NameLastChange
AEM Holdings4.6200.040
Avarga0.270-
Avi-Tech Electronics0.000-
China Sunsine0.470-
Food Empire0.670-0.005
Fortress Minerals0.400-0.010
Geo Energy Res0.3700.005
Golden Energy0.300-
GSS Energy0.065-
InnoTek0.670-0.010
ISDN Holdings0.6450.005
ISOTeam0.1230.008
IX Biopharma0.191-
Jiutian Chemical0.0850.002
KSH Holdings0.3400.005
Leader Env0.065-
Medtecs Intl0.295-
Moya Asia0.063-
Nordic Group0.3900.005
Oxley Holdings0.182-0.002
REX International0.3350.005
Riverstone0.670-0.010
Sinostar PEC0.290-
Southern Alliance Mining0.700-
Sri Trang Agro1.160-
Straco Corp.0.405-0.010
Sunpower Group0.430-0.005
The Trendlines0.107-
Totm Technologies0.1770.003
UG Healthcare0.270-
Uni-Asia Group0.955-
Wilmar Intl4.2800.050
Yangzijiang Shipbldg1.280-0.010

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