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SGinvestors.io
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Strategy  - 
 
Small Mid Caps Monthly -
DBS Research 2017-01-19: Non-REIT yield plays could outperform in a rising interest rate environment.

In a rising interest rate environment, non-REIT yield plays such as #Venture, #ShengSiong and #Katrina could outperform.

#AnalystReport #SGinvestors #SmallMidCaps
#SingaporeStock
Small Mid Caps Monthly - DBS Research 2017-01-19: Non-REIT yield plays could outperform in a rising interest rate environment. In a rising interest rate environment, non-REIT yield plays such as Venture, Sheng Siong and Katr...
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SGinvestors.io
moderator

Strategy  - 
 
Small & Mid Caps Monthly -
DBS Research 2017-01-18: Focus on growth in the new year.

Conviction ideas for January – #Cityneon, #CNMCGoldmine, #Ezion, #Japfa and #mm2, based on three key themes:
Strong growth/earnings turnaround; Beneficiaries of a US recovery and strong US dollar; Strong cashflow and yields.

#AnalystReport #SGinvestors #TopPicks
Small & Mid Caps Monthly - DBS Research 2017-01-18: Focus on growth in the new year. December picks outperform, gaining 3.2% on average against the market’s +0.5%. Conviction ideas for January – Cityneon, CNMC Goldmine, Ezio...
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SGinvestors.io
moderator

Stock Analysis  - 
 
#CapitaLandCommercialTrust -
CIMB Research 2017-01-18: 4Q lifted by #CapitaGreen.

4Q16 DPU was slightly above our estimate and FY16 DPU beat our forecast by 2%.
The results were boosted by the strong showing from CapitaGreen and improved performance from #RafflesCity.
We expect FY17-18 outlook to remain fairly steady with fewer lease expiries and potential stabilisation of office rents with new supply tapering off.

#AnalystReport #SGinvestors
CapitaLand Commercial Trust - CIMB Research 2017-01-18: 4Q lifted by CapitaGreen. 4Q16 DPU was slightly above our estimate and FY16 DPU beat our forecast by 2%. The results were boosted by the strong showing from CapitaGreen...
1
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SGinvestors.io
moderator

Stock Analysis  - 
 
#Cityneon Holdings -
DBS Research 2016-12-29: Attractive growth profile.

We have trimmed earnings for FY17F by 8% to factor in the delay in the launch for #Transformers in Las Vegas. Despite this, we continue to expect Cityneon to register explosive FY16-FY19F EPS CAGR growth of c.150%.
Cityneon is attractive to investors seeking growth and unique ideas in the entertainment industry.

#AnalystReport #SGinvestors
Cityneon Holdings - DBS Research 2016-12-29: Attractive growth profile. We have trimmed earnings for FY17F by 8% to factor in the delay in the launch for Transformers in Las Vegas. Despite this, we continue to expect Cityneo...
1
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SGinvestors.io
moderator

Stock Analysis  - 
 
#FirstREIT -
Phillip Securities 2017-01-19: Strong sponsor acquisition pipeline to look forward to.

First REIT closed FY16 with a record DPU of SG 8.47 cents, up 2% from FY2015. Portfolio valuation dropped 1.2% as a result of weaker cashflow due to the weak Singapore CPI.
We maintain our ACCUMULATE call for First REIT.

#AnalystReport #SGinvestors
First REIT - Phillip Securities 2017-01-19: Strong sponsor acquisition pipeline to look forward to. First REIT closed FY16 with a record DPU of SG 8.47 cents, up 2% from FY2015. Terminated Siloam Hospitals Yogyakarta (first ...
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SGinvestors.io
moderator

Stock Analysis  - 
 
#CambridgeIndustrialTrust (#CREIT SP) -
DBS Research 2017-01-19: e-Shang Redwood to acquire 80% indirect interest in the Manager

#eShangRedwood (ESR)’s subsidiary will acquire an 80% indirect interest in the Trust Manager of Cambridge Industrial Trust (#CIT).
ESR is the second largest developer in North Asia focusing on warehouses, with 6.5m sqm of projects.
We are positive for CIT to have a strong Sponsor who should benefit from the growing e-commerce sector.

#AnalystReport #SGinvestors
Cambridge Industrial Trust (CREIT SP) - DBS Research 2017-01-19: e-Shang Redwood to acquire 80% indirect interest in the Manager e-Shang Redwood (ESR)’s subsidiary will acquire an 80% indirect interest in the Trust Manager o...
1
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SGinvestors.io

Shared publicly  - 
 
Small Mid Caps Monthly -
DBS Research 2017-01-19: Non-REIT yield plays could outperform in a rising interest rate environment.

In a rising interest rate environment, non-REIT yield plays such as #Venture, #ShengSiong and #Katrina could outperform.

#AnalystReport #SGinvestors #SmallMidCaps
#SingaporeStock
Small Mid Caps Monthly - DBS Research 2017-01-19: Non-REIT yield plays could outperform in a rising interest rate environment. In a rising interest rate environment, non-REIT yield plays such as Venture, Sheng Siong and Katr...
1
Add a comment...

SGinvestors.io

Shared publicly  - 
 
Small & Mid Caps Monthly -
DBS Research 2017-01-18: Focus on growth in the new year.

Conviction ideas for January – #Cityneon, #CNMCGoldmine, #Ezion, #Japfa and #mm2, based on three key themes:
Strong growth/earnings turnaround; Beneficiaries of a US recovery and strong US dollar; Strong cashflow and yields.

#AnalystReport #SGinvestors #TopPicks
Small & Mid Caps Monthly - DBS Research 2017-01-18: Focus on growth in the new year. December picks outperform, gaining 3.2% on average against the market’s +0.5%. Conviction ideas for January – Cityneon, CNMC Goldmine, Ezio...
1
Add a comment...

SGinvestors.io

Shared publicly  - 
 
#CapitaLandCommercialTrust -
CIMB Research 2017-01-18: 4Q lifted by #CapitaGreen.

4Q16 DPU was slightly above our estimate and FY16 DPU beat our forecast by 2%.
The results were boosted by the strong showing from CapitaGreen and improved performance from #RafflesCity.
We expect FY17-18 outlook to remain fairly steady with fewer lease expiries and potential stabilisation of office rents with new supply tapering off.

#AnalystReport #SGinvestors
CapitaLand Commercial Trust - CIMB Research 2017-01-18: 4Q lifted by CapitaGreen. 4Q16 DPU was slightly above our estimate and FY16 DPU beat our forecast by 2%. The results were boosted by the strong showing from CapitaGreen...
1
Add a comment...

SGinvestors.io

Shared publicly  - 
 
#Cityneon Holdings -
DBS Research 2016-12-29: Attractive growth profile.

We have trimmed earnings for FY17F by 8% to factor in the delay in the launch for #Transformers in Las Vegas. Despite this, we continue to expect Cityneon to register explosive FY16-FY19F EPS CAGR growth of c.150%.
Cityneon is attractive to investors seeking growth and unique ideas in the entertainment industry.

#AnalystReport #SGinvestors
Cityneon Holdings - DBS Research 2016-12-29: Attractive growth profile. We have trimmed earnings for FY17F by 8% to factor in the delay in the launch for Transformers in Las Vegas. Despite this, we continue to expect Cityneo...
1
Add a comment...

SGinvestors.io

Shared publicly  - 
 
#FirstREIT -
Phillip Securities 2017-01-19: Strong sponsor acquisition pipeline to look forward to.

First REIT closed FY16 with a record DPU of SG 8.47 cents, up 2% from FY2015. Portfolio valuation dropped 1.2% as a result of weaker cashflow due to the weak Singapore CPI.
We maintain our ACCUMULATE call for First REIT.

#AnalystReport #SGinvestors
First REIT - Phillip Securities 2017-01-19: Strong sponsor acquisition pipeline to look forward to. First REIT closed FY16 with a record DPU of SG 8.47 cents, up 2% from FY2015. Terminated Siloam Hospitals Yogyakarta (first ...
1
Add a comment...

SGinvestors.io

Shared publicly  - 
 
#CambridgeIndustrialTrust (#CREIT SP) -
DBS Research 2017-01-19: e-Shang Redwood to acquire 80% indirect interest in the Manager

#eShangRedwood (ESR)’s subsidiary will acquire an 80% indirect interest in the Trust Manager of Cambridge Industrial Trust (#CIT).
ESR is the second largest developer in North Asia focusing on warehouses, with 6.5m sqm of projects.
We are positive for CIT to have a strong Sponsor who should benefit from the growing e-commerce sector.

#AnalystReport #SGinvestors
Cambridge Industrial Trust (CREIT SP) - DBS Research 2017-01-19: e-Shang Redwood to acquire 80% indirect interest in the Manager e-Shang Redwood (ESR)’s subsidiary will acquire an 80% indirect interest in the Trust Manager o...
1
Add a comment...
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Platform for Singapore Share Investors to share news, research, analysis and discuss investment matters.