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SGinvestors.io
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SGinvestors.io - Where SG Investors Share
SGinvestors.io - Where SG Investors Share

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#StarHub (SGX:CC3) -
CGS-CIMB Research 2018-09-05: Fortifying The Cyber Security Business.

StarHub and #Leone Investments (indirect wholly-owned subsidiary of #Temasek) will jointly form #Ensign InfoSecurity Pte Ltd.

StarHub says Ensign should generate revenues in excess of S$100m p.a. based on the current combined orderbook and attain low double-digit net profit margins. StarHub said the deal would be earnings accretive but it did not provide a detailed guidance.

Maintain ADD with an unchanged Target Price of S$1.85.

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📣 #KoufuGroup #口福 (SGX:VL6) IPO Balloting Results:

✅ 90,675,000 Placement Shares (inclusive of 5,513,000 reserved shares) fully alloted.

✅ 3,170 valid applications for a total of 107,671,000 shares (application monies ~S$67.8 million) received for the 6,333,000 Public Offer Shares. Excluding applications by connected persons, the public offer was ~17.0x subscribed.

🆕 Trading of #Koufu Group Limited will commence from 9am 18 July 2018 on SGX Mainboard.


#SGXIPO
#SingaporeExchange
#KouFu
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The average 30 day volatility of the 30 #STI constituents continued to increase in April, rising to 22.3% at the end of the month, up from 21.9% at the end of March, and up from 15.6% at the end of April 2017.

YangzijiangShipbuilding, #GoldenAgriResources, #GentingSingapore, #Venture, #HPHTrust, #SPH and #SATS averaged daily trading ranges of more than 2.0% in April. Another 8 STI stocks averaged ranges above 1.5%.


#SingaporeStock
#StraitsTimesIndex
#MarketVolatility
#SGinvestors
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The average 30 day volatility of the 30 #STI constituents continued to increase in April, rising to 22.3% at the end of the month, up from 21.9% at the end of March, and up from 15.6% at the end of April 2017.

YangzijiangShipbuilding, #GoldenAgriResources, #GentingSingapore, #Venture, #HPHTrust, #SPH and #SATS averaged daily trading ranges of more than 2.0% in April. Another 8 STI stocks averaged ranges above 1.5%.


#StraitsTimesIndex #MarketVolatility
#SGinvestors

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The #StraitsTimesIndex continued to outperform the region in April with Bank-led gains driving the #STI’s total return to 7.1% over the first four months of 2018.

The 3 strongest sector segments in April included Banks, Telecom Services and Consumer Staples.

#M1 led the performances of the largest Telecommunication Services stocks in April with a 7.6% total return, whilst #ThaiBeverage PCL and #ShengSiong Group led the largest Consumer Staples stocks with 9.6% and 9.7% respective returns.


#SGX
#SGinvestors

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The #StraitsTimesIndex continued to outperform the region in April with Bank-led gains driving the #STI’s total return to 7.1% over the first four months of 2018.

The 3 strongest sector segments in April included Banks, Telecom Services and Consumer Staples.

#M1 led the performances of the largest Telecommunication Services stocks in April with a 7.6% total return, whilst #ThaiBeverage PCL and #ShengSiong Group led the largest Consumer Staples stocks with 9.6% and 9.7% respective returns.


#SGX
#SGinvestors

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#CapitaLand -
CIMB Research 2018-04-30: Execution On Track.

CapitaLand’s 1Q18 revenue rose 53.3% y-o-y to S$1.38bn on higher contributions from Singapore and China residential and consolidation of CMT, CRCT and RCS Trust’s topline. Net profit slipped 19% y-o-y to S$319m due to a high divestment gain in the previous year.

CapitaLand divested S$1.9bn worth of assets and made S$40m of investments in 1Q18. It remains on track to recycle S$3bn of investment properties annually and maintains its AUM target of S$100bn by 2020.

Maintain ADD.

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#YangzijiangShipbuilding -
DBS Research 2018-04-30: Good Entry Point.

As the largest and most cost-efficient private shipbuilder in China, #Yangzijiang Shipbuilding is well positioned to ride the anticipated shipping and shipbuilding recovery. Its strategy to move up into the LNG/LPG vessel segment propels the longer-term prospects of company.

It has a solid balance sheet, sitting on net cash of 76 Scts per share (including financial assets), representing ~52% of NTA. Value is emerging as the stock trades at undemanding valuation of 0.8x P/BV, against 9% ROE and 4% yield. Recent upswing in BDI should also lift sentiment. Reiterate BUY.

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#WilmarInternational -
UOB Kay Hian 2018-04-30: 1Q18 Results Preview ~ Expecting A Good Quarter.

We are expecting a better y-o-y performance in 1Q18 due to:
- higher soybean crushing margin on stronger soymeal prices;
- CNY demand for consumer products; and
- higher contributions from the sugar division on delayed sugar sales from 2017.
We estimate core net profit at US$320m-360m for 1Q18 (1Q17: US$313m).

Future earnings growth is expected to be supported by its expansion in China.
Maintain BUY. Target price: S$4.10.

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#DBSGroup -
OCBC Investment 2018-04-30: Buy Lah!

#DBS kick-started the 1Q result season for the banks with a strong set of earnings. Net earnings of S$1.51b, which beat market expectations, were up 21% y-o-y and 27% q-o-q. This is also a record quarterly high for the group.

CEO Piyush Gupta is fairly optimistic about its outlook, highlighting that the “pipeline is strong and we expect to continue to capture business opportunities and delivering shareholder returns in the coming year.”

We have fine-tuned and raised Fair Value to S$34.60. With a dividend payout of S$1.20, dividend yield is 4.0%.
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