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UOB KAYHIAN

DBS VICKERS

STRATEGY – SINGAPORE

Alpha Picks: Positive Start To The Year

Most of our alpha picks recorded gains in January. We see further upside to the target prices for our stocks.

 

WHAT’S NEW

 A good month. Most of our picks notched up gains in January, except OCBC. Our portfolio gained 5.7% mom, vs the FSSTI’s +4.0% for the month. The most notable outperformer within our picks was CSE Global which gained 13.2% mom as it secured infrastructure projects worth S$84.8m in 4Q18, bumping up its full-year order wins to S$150.5m (+43.6% yoy). Small-cap manufacturing companies in our portfolio also delivered strong gains (Fu Yu: +7.9%, Valuetronics: +6.8%).

 

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Ezion Holdings

Not out of the woods yet

 

Downgrade to HOLD; TP reduced to S$0.06, after pegging a lower target multiple of 0.3x on FY19F book value (vs 0.8x previously), given potential asset impairments and slower-thanexpected ramp up in utilisation and revenue. While it is darkest before dawn and the stock’s valuation has been greatly discounted for the slow recovery, clearer signs of a turnaround are required to re-rate the stock. Downgrade to HOLD.

 

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LionelLim8.16Check out our compilation of Target Prices




Share Prices

Counter NameLastChange
AEM Holdings1.000-
Alliance Mineral0.184-
Anchor Resources0.024-0.001
AusGroup0.035-
Avi-Tech Electronics0.290-
Best World Int.2.710-
China Sunsine1.290-
CSE Global0.4650.005
Food Empire0.5400.005
Geo Energy0.187-0.004
Golden Energy0.240-
GSS Energy0.119-0.001
HMI0.560-0.010
ISDN Holdings0.210-
KSH Holdings0.510-
Miyoshi0.047-
Moya Asia0.0830.001
Nordic Group0.350-0.030
Oxley Holdings0.320-
REX International0.088-0.002
Riverstone1.120-0.010
Roxy-Pacific0.410-
Sing Holdings0.395-
SingMedical0.4500.005
Sino Grandness0.060-
Straco Corp.0.750-0.010
Sunningdale Tech1.540-0.010
Sunpower Group0.5150.015
The Trendlines0.100-0.001
Tiong Seng0.265-0.005
Uni-Asia Group1.190-
XMH Holdings0.170-
Yangzijiang Shipbldg1.400-

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