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Singapore Aviation Services

YTD 2019 stats: A mixed bag


Visitor arrivals improved but cargo looks ugly SG visitor arrivals rebounded in April led by Greater China, and Changi passenger volumes continued to benefit from the Terminal 4 effect. But YTD May 2019, air cargo volumes had their worst showing since the GFC was the fly in the ointment. That said, we maintain our positive view on the sector. Geographic and service diversification for the companies have provided a level of resilience against domestic market aviation cycles likely not witnessed before. SATS is our top pick on a 12 month basis.


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Suntec REIT


Deepens footprint in Australia

■ Buys Australia office property for A$297m; initial property yield of 5.5%.

■ Contributions expected from 2Q20; gearing to remain relatively stable at 38- 39%.

■ Maintain Add with a higher TP of S$2.15.


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Labour Reforms In Singapore’s Retail Industry

 Maintain NEUTRAL on the Singapore retail sub-sector; preferred pick: Sheng Siong. The tightening of the foreign workers quota for the services sector takes effect on 1 Jan 2020. We think this is likely to cause near-term cost pressure on the retail and food & beverage (F&B) industries. Firms like Sheng Siong and Koufu, which have made good use of government grants to invest in automation over the past years, should be less impacted by the labour crunch.


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Singapore Post (SPOST SP)

Restructuring Of Services Still The Focus


SPOST recently added new service enhancements to shore up standards for postal deliveries. With a new Postal CEO at the helm, operational changes remain very much in focus as fixed costs are gradually built in and remain a near-term drag. Parcel delivery will continue to face competitve pressures as well as the logistics segment. Maintain HOLD with a lower target price of S$1.04. Entry price: S$0.88


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LionelLim8.16Check out our compilation of Target Prices

Share Prices

Counter NameLastChange
AEM Holdings1.1600.030
Alliance Mineral0.123-
Anchor Resources0.0140.001
Avi-Tech Electronics0.2900.005
Best World Int.1.360-
China Sunsine1.1300.010
CSE Global0.480-
Food Empire0.500-
Geo Energy0.1570.002
Golden Energy0.200-
GSS Energy0.084-
ISDN Holdings0.230-0.005
KSH Holdings0.415-0.010
Moya Asia0.0770.002
Nordic Group0.2850.005
Oxley Holdings0.330-
REX International0.068-0.001
Sing Holdings0.405-
Sino Grandness0.0510.001
Straco Corp.0.750-0.010
Sunningdale Tech1.4100.010
Sunpower Group0.5250.010
The Trendlines0.0910.013
Tiong Seng0.220-
Uni-Asia Group0.750-
XMH Holdings0.154-
Yangzijiang Shipbldg1.520-

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