buy sell hold 

 

CGS CIMB UOB KAYHIAN 

 

ARA LOGOS Logistics Trust

Committed to grow

 

■ ALOG is committed to growing its portfolio likely in Australia and Singapore, as well as in the same asset class which is seeing strong demand.

■ LOGOS would further beef up ALOG’s capability in asset management while providing cross-selling opportunities and a large acquisition pipeline.

■ Reiterate Add. The stock is trading at an attractive 7.6% yield.

 

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Singapore Press Holdings (SPH SP)

FY20: Hard-Pressed For Better Days

 

SPH announced headline net loss of S$84m, dragged by revaluation losses and impairments. While core earnings were in line with expectations, the final dividend of 1 S cent came in below expectations. Negatives have been largely priced in, with the group trading at an undemanding 0.5x FY20 book value. A re-rating for the counter remains elusive as further risk of lockdown measures remain on the back of surging COVID-19 cases in the UK. Maintain HOLD with lower SOTP target price of S$1.12. Entry price: S$1.00.

 

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 RHB

 DBS


Frencken Group (FRKN SP)
Twin Drivers To Boost EPS; Stay BUY


 BUY, DCF-based TP of SGD1.16, 8% upside with c.3% FY20F yield. 2020 should be a muted year for Frencken due to the drop in its industrial automation business, as the group’s key customer is likely to launch a new product in FY21. However, we expect this segment to recover in FY21, while the group should enjoy strong growth in its semiconductor division. FY21F should be a better year, and we expect Frencken to record decent EPS growth of 12.3% YoY then.

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GOME Retail Holdings

Better 2H20F in sight, yet loss-making

Investment Thesis
Expect losses till FY22F. Despite near-term improvement in pentup demand, near term prospects remain weak SSSG to decline in FY20F. SSSG should see negative growth in FY20F, despite achieving high-single digit SSSG in 3Q20E Strategic cooperation with JD and PDD progressing well. A long-term win-win arrangement, but limited sales and earnings contribution in the near term. Valuation: We peg our valuation to an unchanged 1.5x FY21F P/BV (3- year average) to derive a new TP of HK$0.79.

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LionelLim8.16Check out our compilation of Target Prices




Share Prices

Counter NameLastChange
AEM Holdings3.470-0.120
Avarga0.250-0.005
Avi-Tech Electronics0.435-
Best World Int.1.360-
CEI0.915-
China Sunsine0.4350.015
CNMC GoldMine0.3000.005
CSE Global0.460-
Food Empire0.5900.005
Golden Energy0.1550.004
GSS Energy0.0530.003
ISDN Holdings0.390-0.015
ISOTeam0.149-
IX Biopharma0.255-0.005
JB Foods0.560-
KSH Holdings0.330-
Medtecs Intl1.140-0.040
Moya Asia0.066-
Nordic Group0.215-
Oxley Holdings0.225-
Procurri0.290-
REX International0.136-
Riverstone3.700-0.010
Roxy-Pacific0.345-
SingMedical0.2600.005
Sri Trang Agro1.390-
Straco Corp.0.480-
Sunningdale Tech1.640-0.030
Sunpower Group0.5900.010
The Trendlines0.0890.001
UG Healthcare0.910-0.010
Uni-Asia Group0.405-0.005
Yangzijiang Shipbldg0.9750.010

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