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Japfa Ltd (JAP SP)

2H19: More to do with oink, not cluck


Receding ASF impact is the key catalyst to watch for Indonesian soft poultry prices remains a focus area for some investors but the YoY drop from the exceptionally high price environment of 2018 has been tracking our expectations so far. The real wild card for Japfa’s 2H19 performance lies with the near-term unpredictability of ASF on Vietnam hog volumes and prices. Valuations, while attractive, will stay in the back seat for now, but current risk-reward may be interesting for long term investors. Our est.’s and SOTP-based TP are unchanged. BUY.


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Wilmar (WIL SP)

Better 2H Awaits; Maintain BUY


 Reiterate BUY with unchanged TP of SGD4.50, 17% upside and c.3% dividend yield. Wilmar is our plantation sector Top Pick. We remain upbeat on the stock as we believe the worst is behind us while the outlook for 2H19 looks rosier on the back of an improving soybean crush utilisation and increasing CPO prices. The upcoming China IPO would continue to support the share price in the near term and we expect a further rerating of the share price once the IPO is completed.


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Mapletree Industrial Trust (MINT SP)

High-tech Transformation Powered By Data Centres; Upgrade To BUY


MINT’s strategy to grow its high-tech buildings segment is transformational. It has expanded exposure to high-tech buildings to 43.3% of portfolio valuation, much larger than flatted factories’ at 33.1%. We view acquisitions to further increase exposure to data centres as a positive catalyst. MINT provides growth from data centres at a reasonable price. Its FY20F distribution yield of 5.5% is higher than 5.2% for AREIT and 4.5% for Keppel DC REIT. Upgrade to BUY. Target price: S$2.58.


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LionelLim8.16Check out our compilation of Target Prices

Share Prices

Counter NameLastChange
AEM Holdings2.090-0.140
Avi-Tech Electronics0.415-0.020
Best World Int.1.360-
China Sunsine0.445-
CNMC GoldMine0.2550.010
CSE Global0.550-0.015
Eagle HTrust USD0.470-0.050
Food Empire0.760-0.010
Golden Energy0.153-0.002
GSS Energy0.088-0.004
ISDN Holdings0.198-0.001
JB Foods0.625-0.030
KSH Holdings0.390-0.010
Moya Asia0.074-0.004
Nordic Group0.275-0.020
Oxley Holdings0.335-0.010
REX International0.178-0.015
Sing Holdings0.405-
Straco Corp.0.560-0.010
Sunningdale Tech1.240-0.020
Sunpower Group0.530-0.015
The Trendlines0.109-0.016
Tiong Seng0.200-
Uni-Asia Group0.685-0.010
Yangzijiang Shipbldg1.000-0.040

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