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Mapletree Commercial Trust

Steady as she goes


■ MCT’s 1HFY20 DPU of 4.63 Scts (2.9% yoy) came in within expectations.

■ Both VivoCity and office/business park portfolio delivered positive reversion.

■ Maintain Hold; we believe near-term catalysts have been priced in.


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Property – Singapore

A Stellar September


URA data showed another month of strength as private home-buying sentiment remained strong in Sep 19; private new-home sales jumped 36% yoy and 13% mom. In our view, demand-side policy is even further from the government’s mind, given this data. Maintain MARKET WEIGHT as we believe the sector is reasonably valued.


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Keppel Infrastructure Trust (KIT SP) : BUY

Distributable cash flow buffer provides confidence in DPU sustainability


• 3Q19 DPU of S$0.93 in line

• Newly acquired Ixom delivers seasonally strong quarter, drives distributable cash flows up 22% q-o-q

• Divestment of DC One strengthens coffers for future M&A ambitions

• Maintain BUY with TP of S$0.58; stock still offers around 15% total return including 7% yield


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Keppel Pacific Oak US REIT (KORE SP): BUY

Riding the Technology boom


• 3Q19 results in line with expectations • Positive leasing momentum; reversions up 13.4% YTD

• Key cities of Seattle, Austin and Denver seeing strong absorption

• Awaiting positive contribution from proposed acquisition of One Twenty Five in Dallas


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LionelLim8.16Check out our compilation of Target Prices

Share Prices

Counter NameLastChange
AEM Holdings3.6300.200
Avi-Tech Electronics0.4300.005
Best World Int.1.360-
China Sunsine0.335-0.005
CNMC GoldMine0.2650.010
CSE Global0.4650.010
Food Empire0.590-0.005
Golden Energy0.164-
GSS Energy0.0540.002
ISDN Holdings0.400-0.005
IX Biopharma0.230-0.005
JB Foods0.5750.020
KSH Holdings0.325-0.005
Medtecs Intl1.110-0.110
Moya Asia0.063-
Nordic Group0.200-
Oxley Holdings0.2200.005
REX International0.142-
Sing Holdings0.380-
Straco Corp.0.490-
Sunningdale Tech1.450-
Sunpower Group0.5400.015
The Trendlines0.088-0.002
Tiong Seng0.140-
Uni-Asia Group0.4250.005
Yangzijiang Shipbldg0.995-

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