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UOB KAYHIAN CGS CIMB

NetLink NBN Trust (NETLINK SP)

A Safe Haven; Balancing Growth Opportunities With Sustainable Yields

 

Netlink is evaluating potential new investments to drive future earnings. Importantly, management is cognisant of Netlink’s profile as a high-yielding, safe haven stock. Key criteria of any new investments would include country risk premium and assets with stable cash flows. Netlink will have sufficient headroom to drive its acquisition ambition and offer a sustainable dividend yield of 5%. Maintain BUY on share price weakness. Target price: S$1.08.

 

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Singapore Press Holdings

What’s next?

 

■ We took a deep dive into what’s next for SPH following its recent proposal to exit media. We raise SOP TP to S$2.19 on higher investment portfolio value.

■ We deem SPH an integrated real-estate asset manager/owner with quality portfolio worth at least S$6.7bn with S$1.2bn non-core assets for recycling.

■ SPH is not a property developer, with minimum development projects and trading at an attractive c.0.8x FY21F P/B vs. peers at 2.5x (Fig 5).

 

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DBS VICKERS

Singapore REITs

Remaining in favour

 

• As markets are less complacent this time round, we do not see a repeat of “taper tantrum” saga in 2021

• Valuations are also not stretched, strong growth momentum of c.8% in 2021 to drive re-rating

• Focus on “certainty of growth”; prefer industrials, office and selected retail plays

• Hospitality S-REITs to ‘break-out” once borders open

 

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LionelLim8.16Check out our compilation of Target Prices




Share Prices

Counter NameLastChange
AEM Holdings4.040-0.010
Avarga0.305-
Avi-Tech Electronics0.405-
BH Global0.295-
China Sunsine0.495-
Food Empire0.8550.005
Fortress Minerals0.635-0.005
Golden Energy0.375-0.010
GSS Energy0.0670.001
InnoTek0.880-0.005
ISDN Holdings0.725-
ISOTeam0.134-
IX Biopharma0.2350.005
KSH Holdings0.370-
Leader Env0.0780.004
Medtecs Intl0.805-0.005
Moya Asia0.0680.001
Nordic Group0.315-
Oxley Holdings0.2300.010
Procurri0.330-
REX International0.2100.005
Riverstone1.270-0.010
Roxy-Pacific0.395-
Southern Alliance Mining1.0100.020
Sri Trang Agro1.560-
Straco Corp.0.530-
Sunpower Group0.6850.005
The Trendlines0.102-
UG Healthcare0.565-0.010
Uni-Asia Group0.9850.020
Wilmar Intl4.4700.010
Yangzijiang Shipbldg1.4000.020
Yinda Infocomm0.2350.005

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