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Sector Turnaround And Record-high Orderbook Indicate Robust Growth Prospects


Prospects have turned positive, as evidenced by more project wins and an orderbook high, setting ISOTeam off on a fresh growth chapter. Its renewed prospects include: a) upcycle of public upgrading projects ahead of possible elections, b) earnings recovery with orderbook at a new high, and c) potential asset sale boost along with industry tailwinds. Maintain BUY with a lower PE-based target price of S$0.30.


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Singapore Banks

Not so Digiciting


Digital banks will find it hard to upend status quo Even with ultra-aggressive growth the five new challenger digital banks are unlikely to gain meaningful market share, our analysis suggests. Singapore incumbents are already deploying sophisticated solutions similar to what digital banks in other markets offer. That said, innovations by these new players can potentially broaden the market, especially for under-served segments. We believe the ultimate prize will be the underbanked in ASEAN, where Singapore’s regulatory, capital and technology ecosystem could be a competitive advantage. Consortiums with access to customer behavioural data, AI analytics and solid regional footprints will likely be the recipients of these new licences, in our view. For immediate regional digital banking exposure, we prefer UOB & DBS.


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Mapletree Industrial Trust

Upgrading portfolio through redevelopments


■ MINT plans to redevelop Kolam Ayer Cluster 2 into a hi-tech industrial precinct.

■ Income volatility from tenant movements could be felt in the medium term but longer-term prospects are positive, with earnings and value accretion.

■ Maintain Add with an unchanged TP of S$2.32.


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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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