Image result for buy sell hold



Ascott Residence Trust

DPU accretive deal to enlarge asset base by one-third SINGAPORE | REAL ESTATE (HOSPITALITY) | UPDATE


 Proposed ART-AHT merger to be 2.5% DPU accretive and NAV neutral.

 Enlarged presence in APAC region - Australia (+9ppts) and Japan (+5ppts). Debt headroom will increase from c.S$850mn to c.S$1bn.

 The combined entity will be the largest hospitality trust in APAC and eighth largest trust globally, facilitating index inclusion.

 Downgrade to ACCUMULATE due to recent share price appreciation. Target price of $1.36 unchanged.


Read More ...





Alpha Picks: Meaningful Changes To Our Portfolio


Our portfolio rose 6.8% mom as June clawed back most of May’s 7.5% mom decline. We have made some meaningful changes to our portfolio by adding CDL Hospitality Trust as a long idea, and Venture and SATS as short ideas. We also removed CCT, OCBC and SPH from the portfolio.


Read More ...



CapitaLand Group


Game changing moves

• Liang Court investment could prove to be a S$3.0bn opportunity

• Funan – engaging shoppers enabled by technology

• Merger of ART and AHT to herald a new dawn for the group

• REITs to see further rise on acquisitions and low interest rates


Read More ...





Singapore Airlines Group


No smoke without fire

• SIA Engineering’s share price spike seems to be indicating the possibility of privatisation by parent SIA

• M&A/privatisation activities have gained momentum of late in the Singapore market

• SIA has enough firepower to effect the deal, which should be accretive to SIA at the right price

• Upgrade SIA Engineering stock to BUY with a revised TP of S$3.01, after factoring in privatisation premium


Read More ...

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-

NextInsight RSS

rss_2 NextInsight - Latest News

Online Now

We have 1900 guests and no members online