Image result for buy sell hold



Starhill Global REIT

Stronger income in the longer term


■ Tapping into the unutilised 100k sf GFA and acquiring Isetan’s stake in Wisma Atria will help to boost income in the longer term, in our view.

■ However, near-term growth may be more muted due to a weaker economy.

■ Maintain Hold with a lower DDM-based TP.


Read More ...

NetLink NBN Trust (NETLINK SP)

Clear Beneficiary As Singapore Races Towards 5G Roll-out In 2021


NetLink is a clear beneficiary as Singapore races towards 5G roll-out. We prefer NetLink over incumbent telcos in this technology race. Good earnings visibility and cashflow prowess pave the way for a sustainable dividend yield of 5.6% for FY20-21. Maintain BUY with a higher target price of S$1.01. We like the stock for: a) its good earnings visibility, b) attractive dividend yields, and c) earnings upside as NetLink stands to benefit from 5G roll-out in Singapore.


Read More ...



Sembcorp Industries (SCI SP)

Solid Foundations For Continued Growth In Vietnam


We recently visited SCI’s industrial parks located north of Ho Chi Minh City, Vietnam, and came away with a positive impression on the company’s long-term growth strategy for the country. Unfortunately, near-term headwinds in the offshore-marine sector will continue to overshadow positive developments in SCI’s core business segments in our view, thus we maintain our HOLD recommendation with a slightly lower fair value of S$2.22. Entry price: S$2.00.


Read More ...



Centurion Corp (CENT SP)

Visit Note: Under One Roof


Maintain NEUTRAL and DCF-backed TP of SGD0.43, 8% upside. We recently visited Centurion Corp’s Purpose Built Workers Accommodation (PBWA), Westlite Tampoi (Johor Bahru) and Westlite Senai II (Johor) in Malaysia where several large manufacturers are based, as well as ASPRI-Westlite Papan in Singapore. We also had a tour of the Purpose Built Student Accommodation (PBSA) – dwell Selegie – and its global security operations centre.


Read More ...

LionelLim8.16Check out our compilation of Target Prices

Share Prices

Counter NameLastChange
AEM Holdings2.2700.050
Avi-Tech Electronics0.4400.020
Best World Int.1.360-
China Sunsine0.4550.010
CNMC GoldMine0.2600.005
CSE Global0.565-0.005
Eagle HTrust USD0.525-0.005
Food Empire0.750-0.015
Golden Energy0.1700.001
GSS Energy0.098-0.005
ISDN Holdings0.1990.001
JB Foods0.625-0.010
KSH Holdings0.4000.005
Moya Asia0.080-0.002
Nordic Group0.300-0.005
Oxley Holdings0.345-
REX International0.200-0.005
Sing Holdings0.410-
Straco Corp.0.570-
Sunningdale Tech1.290-0.010
Sunpower Group0.560-
The Trendlines0.1310.001
Tiong Seng0.2000.002
Uni-Asia Group0.690-
Yangzijiang Shipbldg1.0400.020

NextInsight RSS

rss_2 NextInsight - Latest News

Online Now

We have 737 guests and one member online

  • admin2