buy sell hold 

 

UOB KAYHIAN CGS CIMB

ARA LOGOS Logistics Trust (ALLT SP)

New Platform Generates Growth And Yield Compression

 

With LOGOS installed as the new sponsor, ALOG could tap on: a) its expertise in the development of logistics properties; and b) its sizeable acquisition pipeline of US$10.2b, of which more than half is located in Singapore, Australia and China. In its maiden acquisition post-reorganisation, ALOG will expand its asset size by 28% and deepen its presence in Australia and the cold storage sector. Distribution yield is attractive at 8.1% for 2021-22. Re-initiate with BUY. Target price: S$0.85.

 

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Singapore Press Holdings

Needs a boost from non-media segments

 

■ The media business may see improvement in the near term due to the impact of Covid-19 in FY20, but structural decline risks remain.

■ Property business to recover and partially offset the weakness from media.

■ Reiterate Hold. The stock is trading at 0.5x P/BV (-2 s.d. from 5-year mean).

 

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DBS VICKERS

DBS VICKERS 

Small-mid cap strategy

Vaccines to accelerate rebound

 

• Expect SMCs to catchup with larger caps on attractive valuations

• Hospitality and retail are beneficiaries of COVID vaccines and reopening of economies - our picks are ART, CDLHT, LREIT, CRCT

• Revival of M&A: potential targets in the technology space - Spindex, Fu Yu, Valuetronics; REITS – AIMS APAC; Consumer – Delfi, QAF; Deep value – YZJ, HPHT, CAO

• Re-rating of tech stocks to continue led by structural changes; Remain positive on semiconductors – AEM, UMS, Frencken

• Other themes: Steady earnings growth - iFAST, Delfi, First Resources, Bumitama; Value plays - Koufu, CAO, HPHT, Tuan Sing

 

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Ascott Residence Trust

Risk-sharing for master leases in France

 

Investment Thesis Compelling value. We see compelling value in Ascott Residence Trust (ART) at 0.8x P/NAV, more than -1.5 SD of its historical 10-year mean, with an attractive 6.9% FY22 dividend yield with upside if travel rebound occurs faster than expected. Our TP is raised to S$1.20, offering total returns in excess of 21%. Our target price implies a target P/NAV multiple of 1.0x.

 

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LionelLim8.16Check out our compilation of Target Prices




Share Prices

Counter NameLastChange
AEM Holdings3.9100.020
Avarga0.335-
Avi-Tech Electronics0.460-
Best World Int.1.360-
CEI1.140-
China Sunsine0.4900.005
CNMC GoldMine0.275-
CSE Global0.485-
Food Empire0.7500.005
Golden Energy0.168-0.004
GSS Energy0.0590.001
ISDN Holdings0.630-
ISOTeam0.129-
IX Biopharma0.255-
JB Foods0.570-
KSH Holdings0.3650.005
Medtecs Intl1.1200.020
Moya Asia0.073-0.003
Nordic Group0.2450.005
Oxley Holdings0.230-0.010
Procurri0.290-
REX International0.156-0.001
Riverstone1.5000.010
Roxy-Pacific0.3550.005
SingMedical0.335-0.005
Sri Trang Agro1.2800.010
Straco Corp.0.5800.005
Sunningdale Tech1.5600.020
Sunpower Group0.945-0.030
The Trendlines0.096-
UG Healthcare0.7200.005
Uni-Asia Group0.600-0.010
Yangzijiang Shipbldg1.070-

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