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Starhill Global REIT

Stronger income in the longer term


■ Tapping into the unutilised 100k sf GFA and acquiring Isetan’s stake in Wisma Atria will help to boost income in the longer term, in our view.

■ However, near-term growth may be more muted due to a weaker economy.

■ Maintain Hold with a lower DDM-based TP.


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NetLink NBN Trust (NETLINK SP)

Clear Beneficiary As Singapore Races Towards 5G Roll-out In 2021


NetLink is a clear beneficiary as Singapore races towards 5G roll-out. We prefer NetLink over incumbent telcos in this technology race. Good earnings visibility and cashflow prowess pave the way for a sustainable dividend yield of 5.6% for FY20-21. Maintain BUY with a higher target price of S$1.01. We like the stock for: a) its good earnings visibility, b) attractive dividend yields, and c) earnings upside as NetLink stands to benefit from 5G roll-out in Singapore.


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Sembcorp Industries (SCI SP)

Solid Foundations For Continued Growth In Vietnam


We recently visited SCI’s industrial parks located north of Ho Chi Minh City, Vietnam, and came away with a positive impression on the company’s long-term growth strategy for the country. Unfortunately, near-term headwinds in the offshore-marine sector will continue to overshadow positive developments in SCI’s core business segments in our view, thus we maintain our HOLD recommendation with a slightly lower fair value of S$2.22. Entry price: S$2.00.


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Centurion Corp (CENT SP)

Visit Note: Under One Roof


Maintain NEUTRAL and DCF-backed TP of SGD0.43, 8% upside. We recently visited Centurion Corp’s Purpose Built Workers Accommodation (PBWA), Westlite Tampoi (Johor Bahru) and Westlite Senai II (Johor) in Malaysia where several large manufacturers are based, as well as ASPRI-Westlite Papan in Singapore. We also had a tour of the Purpose Built Student Accommodation (PBSA) – dwell Selegie – and its global security operations centre.


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LionelLim8.16Check out our compilation of Target Prices

Share Prices

Counter NameLastChange
AEM Holdings1.190-0.010
Avi-Tech Electronics0.3450.005
Best World Int.1.360-
China Sunsine1.120-0.010
CNMC GoldMine0.280-0.005
CSE Global0.460-0.005
Eagle HTrust USD0.655-0.005
Food Empire0.5250.005
Golden Energy0.165-
GSS Energy0.068-0.002
ISDN Holdings0.210-
JB Foods0.650-
KSH Holdings0.460-0.005
Moya Asia0.0650.004
Nordic Group0.265-
Oxley Holdings0.3250.005
REX International0.079-0.003
Sing Holdings0.385-
Straco Corp.0.750-
Sunningdale Tech1.200-
Sunpower Group0.4750.005
The Trendlines0.090-0.001
Tiong Seng0.2400.035
Uni-Asia Group0.715-0.005
Yangzijiang Shipbldg0.9750.005

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