buy sell hold 2021



AEM Holdings Ltd
Adding capacity for growth

AEM announced its expansion plans today (16 Jun 2022) that will more than
double its current manufacturing space in Malaysia, US and Singapore.

We also note the successful conclusion of new product developments such
a CMOS testing solution with UTAC and AEMs own Trident platform.

We reiterate our Add call with a TP of S$6.85.


KPJ Healthcare (KPJ MK)
Tailwinds intact despite taking more time; U/G to BUY

Upgrade to Buy following share price decline

We tactically upgrade KPJ to BUY with an unchanged SOP-derived TP of
MYR1.01, following its underperformance against the broader market.

The abating COVID-19 situation, coupled with various management
initiatives to drive margin expansion i.e. streamlining cost management,
adoption of technology, as well as disposal of underperforming assets,
could be the catalysts for the stock to re-rate, in our view.

The stock is currently trading below its PBV and EV/EBITDA 5-year means.




Marco Polo Marine - Beneficiary of higher activity in the offshore sector.
(MPM SP/BUY/S$0.028/Target:S$0.043)

The rationalised oil & gas offshore support industry has shown resilience over the COVID-19 pandemic. Channel checks suggest vessel utilisation has been improving, helped by minimal newbuilds and increased offshore activity in the region.

MPM will benefit from positive operating leverage from higher charter and utilisation rates and a lean operating structure.

Maintain BUY with a higher target price of S$0.043 (from S$0.038), after rolling forward the valuation base year to FY23.

Read more.








Share Prices

Counter NameLastChange
AEM Holdings4.140-0.020
Avi-Tech Electronics0.3250.040
Broadway Ind0.157-0.003
China Sunsine0.4400.005
Food Empire0.5150.005
Fortress Minerals0.3850.010
Geo Energy Res0.365-0.015
Golden Energy0.450-0.020
GSS Energy0.060-
ISDN Holdings0.485-
IX Biopharma0.163-0.007
Jiutian Chemical0.093-0.001
KSH Holdings0.340-
Leader Env0.057-0.004
Medtecs Intl0.199-0.006
Meta Health0.0380.002
Moya Asia0.058-0.002
Nordic Group0.4000.005
Oxley Holdings0.169-0.001
REX International0.275-0.005
Sinostar PEC0.2350.025
Southern Alliance Mining0.6350.030
Straco Corp.0.410-0.005
Sunpower Group0.385-0.005
The Trendlines0.102-0.002
Totm Technologies0.149-0.001
UG Healthcare0.220-
Uni-Asia Group1.040-0.020
Wilmar Intl4.040-0.050
Yangzijiang Shipbldg0.930-

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