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UOB KAYHIAN

PHILLIP SECURITIES

Keppel REIT (KREIT SP)

1Q19: Good Momentum Despite New Challenges

 

1Q19 results were in line, with DPU of 1.39 S cents/share at 24.1% of our full-year estimate. KREIT continues to achieve high overall occupancy (98.7%) and positive rental reversion (14.4%). Rising office rents on the back of firm leasing momentum (amid tight forward supply) should underpin earnings. A near-term challenge is UBS vacating its ORQ premises in Dec 20, which will create a void period (fit-out periods). Maintain BUY and target price of S$1.35.

 

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Keppel DC REIT

Sowing seeds through proactive management

 

SINGAPORE|REAL ESTATE(REIT)|1Q19 RESULTS

 Healthy portfolio occupancy of 93.2% and long WALE of 8.0 years.

 Lower cost of debt due to new issue of MTN and early refinancing of loan

 Revenue uplift from 2 AEIs on pre-committed lease and increase in power utilisation, 1 AEI to increase energy efficiency

 Maintain ACCUMULATE; new target price of $1.59 (previously $1.52)

 

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UOB KAYHIAN CGS CIMB

Singapore Press Holdings (SPH SP)

Selectively Scaling Up

 

SPH acquired three new student accommodation assets which add 1,243 beds to its portfolio and bring total AUM to above S$600m. Recent acquisitions appear more selective, with SPH electing for investments in cities with upper-mid-tier universities, which have more dependable demand. Inorganic expansion is gaining momentum as the group works towards building up a defensive portfolio. Maintain BUY with a revised SOTP-based target price of $2.86.

 

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Property - Overall

CGS-CIMB’s Real Estate Day wrap-up

 

■ We continue to see strong investor interest in property companies spanning across the value chain.

■ Outlook for the Singapore private residential market remains stable while overseas diversification remains one of the key strategies.

■ Maintain sector Overweight. Top picks – UOL, CAPL, CIT.

 

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LionelLim8.16Check out our compilation of Target Prices




Share Prices

Counter NameLastChange
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Avi-Tech Electronics0.275-
Best World Int.1.360-
China Sunsine1.1700.010
CSE Global0.480-0.005
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Geo Energy0.148-
Golden Energy0.1990.001
GSS Energy0.071-
HMI0.5600.005
ISDN Holdings0.2300.005
KSH Holdings0.465-
Miyoshi0.046-
Moya Asia0.0780.001
Nordic Group0.270-
Oxley Holdings0.3050.005
REX International0.0630.001
Riverstone0.9300.015
Roxy-Pacific0.400-
Sing Holdings0.380-
SingMedical0.400-0.010
Sino Grandness0.0590.002
Straco Corp.0.760-
Sunningdale Tech1.3100.020
Sunpower Group0.4500.015
The Trendlines0.079-
Tiong Seng0.220-
Uni-Asia Group1.120-
XMH Holdings0.163-
Yangzijiang Shipbldg1.370-0.010

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