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Yangzijiang Shipbuilding (Holdings) (YZJSGD SP)

Recent Concerns Overblown – Near-term Order Wins May Take Centre Stage


We recently met with YZJ’s management for an update on the company’s operations and commentary regarding its chairman. In our view, the latter is a non-event as it does not involve the company or its funds, while the mid-term shipbuilding outlook appears positive. Its inexpensive valuation of 0.56x P/B (-2SD below 5-year average) and potential near-term newsflow on order wins has led us to upgrade YZJ to a BUY with a P/B-based price target of S$1.46.


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UOL Group (UOL SP) : BUY


First believers of the Greater Southern Waterfront

• UOL’s Avenue South Residences sold 276 units - 92% of 300 units that were launched or 26% of total units

• Possibly the best-selling project during any launch weekend YTD

• Buyers mostly Singaporeans with small units the most sought after, implying investment demand could be returning

• UOL will be marketing the project overseas soon


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Avi-Tech Electronics (AVIT SP)
Improving Outlook Ahead; Stay NEUTRAL

• NEUTRAL, new DCF-based TP of SGD0.31 from SGD0.27, 7.4% FY20F (Jun) yield. The deceleration in the semiconductor sector will likely slowly improve in subsequent quarters. Avi-Tech Electronics’ engineering segment will remain weak in subsequent quarters, but an improvement in the trade war situation should be a key positive catalyst. As such, we expect FY20 to be better than FY19, and lift our TP after increasing FY20-21F earnings by 5%.




LionelLim8.16Check out our compilation of Target Prices

Share Prices

Counter NameLastChange
AEM Holdings1.170-0.020
Avi-Tech Electronics0.340-0.005
Best World Int.1.360-
China Sunsine1.1000.010
CNMC GoldMine0.2850.005
CSE Global0.4700.005
Eagle HTrust USD0.655-
Food Empire0.500-0.005
Golden Energy0.168-0.005
GSS Energy0.069-
ISDN Holdings0.220-0.005
JB Foods0.645-0.010
KSH Holdings0.4650.005
Moya Asia0.063-
Nordic Group0.265-
Oxley Holdings0.305-0.005
REX International0.084-0.001
Sing Holdings0.390-
Straco Corp.0.755-
Sunningdale Tech1.230-
Sunpower Group0.4500.015
The Trendlines0.078-
Tiong Seng0.215-
Uni-Asia Group0.710-0.005
Yangzijiang Shipbldg1.000-0.050

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