Image result for buy sell hold



Singapore Press Holdings (SPH SP)

Sizeable Asset Base Now But Media Risk Remains


SPH has recently acquired new student accommodation assets in the UK, bringing total AUM to a sizeable S$1.4b. The more-premium acquired assets have a slightly lower yield, compared with the previous accommodation assets purchased. While asset quality looks relatively assured, the decline in its media business does not appear to be abating. Maintain HOLD with a higher SOTP-based target price of $2.30 (previously $2.25). Entry price: S$2.00.


Read More ...


Singapore Strategy

Dec 19 wrap-up: Singapore in 5


■ FSSTI up by 0.91% mom in a low-activity month. “Phase one” US-China trade deal reached. Tepid 4Q and FY19 GDP growth.

■ FSSTI target for CY20 remains at 3,275 pts, based on 12.5x CY21F P/E.

■ Top picks unchanged: CAPL, DBS, FCT, SIE, STE, THBEV, WIL, YZJ, AEM, BOCS, CSE, JAP and PROP


Read More ...


Telecom Sector

Will 5G alter market structure?


• Share prices are likely to perform well in 1Q2020 on the back of bids for Nationwide 5G licences

• 2020 street projections adequately capture the risk of earnings erosion.

• Netlink is our top pick followed by Singtel and StarHub


Read More ...




LionelLim8.16Check out our compilation of Target Prices

Share Prices

Counter NameLastChange
AEM Holdings2.1100.060
Avi-Tech Electronics0.405-
Best World Int.1.360-
China Sunsine0.510-0.005
CNMC GoldMine0.270-
CSE Global0.5500.005
Eagle HTrust USD0.530-0.005
Food Empire0.680-
Golden Energy0.178-
GSS Energy0.0950.007
ISDN Holdings0.225-
JB Foods0.630-
KSH Holdings0.415-0.005
Moya Asia0.0770.003
Nordic Group0.310-
Oxley Holdings0.365-0.005
REX International0.1810.007
Sing Holdings0.400-
Straco Corp.0.615-0.015
Sunningdale Tech1.290-
Sunpower Group0.5900.005
The Trendlines0.1090.002
Tiong Seng0.200-
Uni-Asia Group0.725-0.005
Yangzijiang Shipbldg1.040-0.020

NextInsight RSS

rss_2 NextInsight - Latest News

Online Now

We have 1928 guests and no members online