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Keppel Pacific Oak US REIT (KORE SP)


New Name, Yet Same Attractive 8% Yield; BUY 

 Maintain BUY and USD0.88 TP, 19% upside plus c.8% yield. Despite concerns over the rising US China trade tensions, we believe KORE’s office portfolio, which mainly focuses on US technology hubs, will stay resilient and continue to outperform the broader market. The changes announced in name and trust structure are more cosmetic in nature, and should not have any operational impact. Valuations are attractive at 0.9x P/BV and 8.3% yield – healthy at >300bps spread compared to Singapore Office REITs.


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Clearbridge Health Limited

EBITDA-focused expansions



 1H19 revenue made up 23% of our full-year estimates.

 Healthcare system revenue surged 407% YoY due to higher revenue contribution from TMJ (acquired Apr’18) and IGM (acquired May’19).

 Medical centre revenue grew 26% YoY as the Group expanded its Philippines, Hong Kong and Malaysia businesses.

 Loss attributable to shareholders rose by S$1.3mn QoQ, dampened by a S$1.16mn rise in operating expenses, of which S$1.11mn is non-recurring.

 Maintain BUY with a lower TP of S$0.26 (prev TP: S$0.28). The lower target price is due to the increase in number of shares after the recent share placement. We expect higher revenue contribution from the new acquisitions and business expansions to flow into 2H19. We kept of FY19e forecast relatively unchanged.


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CapitaLand Group


Born to fly

• Making waves in Bangkok

• CapitaLand and family of REITs are well positioned to weather market uncertainties

• Be ready to pounce on opportunities; its REITs remain on an acquisition path


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LionelLim8.16Check out our compilation of Target Prices

Share Prices

Counter NameLastChange
AEM Holdings2.160-0.020
Avi-Tech Electronics0.410-
Best World Int.1.360-
China Sunsine0.530-
CNMC GoldMine0.265-
CSE Global0.575-
Eagle HTrust USD0.535-
Food Empire0.700-0.005
Golden Energy0.205-
GSS Energy0.1010.004
ISDN Holdings0.225-0.005
JB Foods0.640-
KSH Holdings0.435-
Moya Asia0.0820.002
Nordic Group0.3250.005
Oxley Holdings0.370-0.010
REX International0.1920.011
Sing Holdings0.400-
Straco Corp.0.670-
Sunningdale Tech1.320-0.010
Sunpower Group0.6300.005
The Trendlines0.1200.001
Tiong Seng0.195-
Uni-Asia Group0.7400.005
Yangzijiang Shipbldg1.1600.010

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