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UOB KAYHIAN

CIMB

Aviation – Singapore

Higher Costs For Passengers Departing From Changi Could Reduce Profitability For Airlines

 

An upcoming increase in PSC will make Changi one of the costliest airports for passengers in Asia Pacific. Budget travellers, who currently account for 30% of throughput, could opt for other Asian cities instead of Singapore. Scoot’s profitability could be impacted but SIA’s newly-implemented seat selection and changes to frequent flyer programme could provide a buffer. MAINTAIN MARKET WEIGHT.

 

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Singapore Strategy

Indexed stocks well-owned

 

■ We recently completed our marketing trip to Tokyo and Hong Kong. Investors were generally Overweight on Singapore banks and technology (mainly VMS).

■ Names held in the country portfolios were DBS, OCBC, UOB, CD, VMS and CDL.

■ Investors generally wondered which banks to switch to from DBS given its relatively pricey valuations. There were also questions on the ‘right’ P/E to pay for VMS.

■ Among our top 3 picks of turnaround stories, investors were open to SPH (potential transformation from asset management), but less keen on ThaiBev and SingPost.

■ We reiterate our top picks: DBS, KEP, STE, UOL, SingPost, ThaiBev, Sheng Siong, China Sunsine, mm2, Yongnam, Riverstone and Sunningdale.

 

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LionelLim8.16Check out our compilation of Target Prices




Share Prices

Counter NameLastChange
AEM Holdings0.9050.005
Alliance Mineral0.240-0.010
Anchor Resources0.027-
AusGroup0.035-
Avi-Tech Electronics0.290-0.010
Best World Int.2.6900.010
China Sunsine1.300-0.020
CSE Global0.4300.010
Food Empire0.535-
Geo Energy0.190-0.001
Golden Energy0.225-
GSS Energy0.1020.001
HMI0.540-
ISDN Holdings0.198-0.002
KSH Holdings0.525-0.010
Miyoshi0.043-
Moya Asia0.079-
Nordic Group0.390-
Oxley Holdings0.300-
REX International0.074-
Riverstone1.090-0.010
Roxy-Pacific0.405-
Sing Holdings0.395-
SingMedical0.425-
Sino Grandness0.117-
Straco Corp.0.700-0.015
Sunningdale Tech1.4800.010
Sunpower Group0.4050.010
The Trendlines0.0950.002
Tiong Seng0.275-
Uni-Asia Group1.2000.020
XMH Holdings0.161-
Yangzijiang Shipbldg1.290-0.010

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