Image result for buy sell hold

PHILLIP SECURITIES

UOB KAYHIAN

Ascott Residence Trust

DPU accretive deal to enlarge asset base by one-third SINGAPORE | REAL ESTATE (HOSPITALITY) | UPDATE

 

 Proposed ART-AHT merger to be 2.5% DPU accretive and NAV neutral.

 Enlarged presence in APAC region - Australia (+9ppts) and Japan (+5ppts). Debt headroom will increase from c.S$850mn to c.S$1bn.

 The combined entity will be the largest hospitality trust in APAC and eighth largest trust globally, facilitating index inclusion.

 Downgrade to ACCUMULATE due to recent share price appreciation. Target price of $1.36 unchanged.

 

Read More ...

 

 

 

 

Alpha Picks: Meaningful Changes To Our Portfolio

 

Our portfolio rose 6.8% mom as June clawed back most of May’s 7.5% mom decline. We have made some meaningful changes to our portfolio by adding CDL Hospitality Trust as a long idea, and Venture and SATS as short ideas. We also removed CCT, OCBC and SPH from the portfolio.

 

Read More ...

DBS VICKERS 

DBS VICKERS

CapitaLand Group

 

Game changing moves

• Liang Court investment could prove to be a S$3.0bn opportunity

• Funan – engaging shoppers enabled by technology

• Merger of ART and AHT to herald a new dawn for the group

• REITs to see further rise on acquisitions and low interest rates

 

Read More ...

 

 

 

 

Singapore Airlines Group

 

No smoke without fire

• SIA Engineering’s share price spike seems to be indicating the possibility of privatisation by parent SIA

• M&A/privatisation activities have gained momentum of late in the Singapore market

• SIA has enough firepower to effect the deal, which should be accretive to SIA at the right price

• Upgrade SIA Engineering stock to BUY with a revised TP of S$3.01, after factoring in privatisation premium

 

Read More ...


LionelLim8.16Check out our compilation of Target Prices




Share Prices

Counter NameLastChange
AEM Holdings1.2800.020
AusGroup0.022-
Avi-Tech Electronics0.3450.005
Best World Int.1.360-
CEI0.950-
China Sunsine1.140-0.010
CNMC GoldMine0.260-0.010
CSE Global0.470-
Eagle HTrust USD0.660-
Food Empire0.515-0.005
Golden Energy0.169-
GSS Energy0.0710.001
ISDN Holdings0.2150.005
ISOTeam0.230-
JB Foods0.660-
KSH Holdings0.450-
Miyoshi0.035-
Moya Asia0.063-0.002
Nordic Group0.270-
Oxley Holdings0.315-0.005
Procurri0.365-
REX International0.0930.005
Riverstone0.9800.010
Roxy-Pacific0.375-
Sing Holdings0.385-
SingMedical0.310-
Straco Corp.0.720-0.020
Sunningdale Tech1.200-
Sunpower Group0.480-
The Trendlines0.0890.001
Tiong Seng0.200-
Uni-Asia Group0.715-
Yangzijiang Shipbldg0.940-0.010

NextInsight RSS

rss_2 NextInsight - Latest News

Online Now

We have 594 guests and no members online