|
|
| Chartzones – 7 January 2009 |
7 Jan, 2009 |
Technology Stocks
more
|
| Cambridge Industrial Trust - Successfully refinances expiring debt facility |
16 Dec, 2008 |
Debt refinancing risks removed
more
|
| SATS’ proposed acquisition of all the shares in the capital of SFI |
4 Dec, 2008 |
SATS’ proposed acquisition of all the shares in the capital of SFI
more
|
| DBS 3Q08 Results. Core earnings holding up but higher provisions dragged down bottomline |
10 Nov, 2008 |
Worst is yet to be seen. AVOID.
more
|
| OCBC 3Q Results: operating numbers still strong |
6 Nov, 2008 |
Similar to UOB, weaker operating numbers will start to show by 1Q09
more
|
| Hong Leong Finance: 3Q08 net profit down 16% |
5 Nov, 2008 |
Downgrade to SELL despite good dividend yield prospect
more
|
| UOB 3Q:08 performance. Results irrelevant as worst not reflected yet |
5 Nov, 2008 |
Nevertheless we think stock has fallen enough to start nibbling
more
|
| Cambridge Industrial Trust - 3QFY2008. Downgrade to Hold |
3 Nov, 2008 |
Re-financing outcome known by 4QFY08.
more
|
| Chartzones – 23 October 2008 |
23 Oct, 2008 |
Consumer, Telecoms, Banks and Transport Stocks
more
|
| OCBC - Company Update |
28 Aug, 2008 |
No Strength in Sight
more
|
| DBS Group - Company Update |
28 Aug, 2008 |
Possible Technical Rebound Ahead
more
|
| UOB - Company Update |
28 Aug, 2008 |
No Strength in Sight
more
|
| Ho Bee Investment – 2QFY08 Results |
13 Aug, 2008 |
Excluding fair value gains, net profit dipped 32%
more
|
| Hong Leong Finance 1H08 net profit up 7% to S$61m |
13 Aug, 2008 |
Slower 2Q numbers; full year earnings revised down by 6%
more
|
| Kim Eng Holdings. Interim numbers boosted by disposal gains |
11 Aug, 2008 |
Upgrade to Hold
more
|
| DBS’ Interim Results within expectations |
8 Aug, 2008 |
But results mediocre when compared to peers, UOB and OCBC both saw margins widening
more
|
| OCBC 2008 Interim Results in line |
8 Aug, 2008 |
Strong core operating results dragged down by Great Eastern Holdings
more
|
| UOB 2008 Interim Results in line |
6 Aug, 2008 |
CDO not an issue, as close to 40% will mature by this September
more
|
| Cambridge Industrial Trust - 2QFY2008 Results |
31 Jul, 2008 |
Pending Shariah-compliant status potentially provides access to huge pool of funding.
more
|
| Raffles Medical Group: 2Q08 Results within expectations |
31 Jul, 2008 |
Fair value is pegged at S$1.47 on the assumption that hospital capacity peaks in FY09
more
|
| Kim Eng Holdings 1Q results |
22 May, 2008 |
Maintain SELL. Switch to Hong Leong Finance
more
|
| City Developments Ltd – 1QFY08 Results |
22 May, 2008 |
Core earnings grew by 30.8% in 1QFY08; strong fundamentals
more
|
| China Sky. Quarterly results update |
21 May, 2008 |
1Q08 within expectations; maintain fair value of $1.58
more
|
| Ho Bee Investment – 1QFY08 Results |
14 May, 2008 |
Dip in net profit due to timing of revenue recognition
more
|
| Synear Food. Impact of earthquake in Sichuan on Chengdu plant |
14 May, 2008 |
Disruption to transport and possibly raw material supplies could impact sales and add further pressu
more
|
| DBS 1Q08. In line with expectations |
8 May, 2008 |
Switch to UOB
more
|
| OCBC 1Q:08. Results in line |
8 May, 2008 |
Little upside from here. HOLD.
more
|
| UOB 1Q08. Margins widened as liquidity tightened in 1Q08 |
7 May, 2008 |
NIM likely to stay high until US subprime issue resolved
more
|
| Raffles Medical. 1Q08 within expectations |
6 May, 2008 |
Revenue of S$47.41m (+25.8% yoy) and net profit of S$6.1m(+48.4% yoy)
more
|
| Hong Leong Finance: 1Q08 net profit up 16% to S$30m |
30 Apr, 2008 |
In line with our full year forecast
more
|
| Cambridge Industrial Trust - 1QFY2008 Results |
29 Apr, 2008 |
Attractive 9% yield provides good downside protection
more
|
| Li Heng Chemical Fibre plant visit note |
2 Apr, 2008 |
On expansion trail. Time may be ripe to enter
more
|
| Synear Food. Teleconference take-aways |
20 Mar, 2008 |
1Q08 revenue guidance spells a very disappointing first quarter
more
|
| Electrotech Investments. 4Q07 Results Highlights |
10 Mar, 2008 |
Slight hiccup in 4Q07 but LT outlook remains positive
more
|
| Cacola Furniture. Stock still attractive, maintain Buy |
4 Mar, 2008 |
Stock trading at an undemanding PE of 3.6x. Strong outlook for 2008 on additional capacity and new
more
|
| City Developments Ltd – FY07 Results |
4 Mar, 2008 |
Impressive 106% profit growth purely from core operations
more
|
| Ho Bee Investment – Strong FY07 Results |
3 Mar, 2008 |
Record high profit levels
more
|
| Synear results briefing update - Q1 outlook weak but.... |
29 Feb, 2008 |
Current valuation compelling on 6x PE (ex-cash). LT fair value range $0.79-$0.92
more
|
| UOB FY07 Results: Its CDO exposure not a concern for us |
28 Feb, 2008 |
Strong set of results, with across-the-board growth. Maintain BUY
more
|
| Synear. Full year results below expectations |
27 Feb, 2008 |
Surprise taxes and higher distribution costs compounded cost pressures
more
|
| OCBC FY07 Results: another S$10m CDO provisions in 4Q07 |
22 Feb, 2008 |
Its CDOs exposure is the least concern for us
more
|
| Raffles Medical Group FY07 Results |
22 Feb, 2008 |
All round growth from both the Hospital Services and Healthcare services segments.
more
|
| Starhub Ltd. 4Q07 Results Highlight |
19 Feb, 2008 |
Strong reported numbers driven by tax credit
more
|
| Hong Leong Finance: FY07 net profit up 39% to S$133m |
18 Feb, 2008 |
Pre-provision writeback, operating profit was up 23%, 10% above our expectations
more
|
| DBS FY07 Results. $170m charges for its CDO exposure in 4Q |
18 Feb, 2008 |
Is it too early to put the CDOs to rest? Upgrade to HOLD/Trading Buy purely on valuation grounds.
more
|
| Singtel. 3Q08 Results Highlight |
15 Feb, 2008 |
Unexpectedly strong performance from Singapore operations
more
|
| Valuetronics 3Q:08 results |
4 Feb, 2008 |
Sales from PHILIPS drive OEM growth
more
|
| Cambridge Industrial Trust - FY2007 Results |
1 Feb, 2008 |
Attractive 10% yield and potential capital uplift
more
|
| MobileOne Ltd. Full year results highlight. |
30 Jan, 2008 |
Rising operating costs to affect profitability
more
|
| Cacola Furniture International Ltd. Fair Value $0.69. |
24 Jan, 2008 |
High growth consumer-play with undemanding PE of 3.5x.
more
|
| Cacola Furniture International Ltd. Fair Value $0.69. (Part Two) |
24 Jan, 2008 |
High growth consumer-play with undemanding PE of 3.5x.
more
|
| Ho Bee Investment – Scenario Study |
17 Jan, 2008 |
Trading at a discount even with no future sales.
more
|
| Synear Food Holdings Ltd. Fair value reduced to $2.55 |
4 Jan, 2008 |
Maintain Buy with 59% potential upside
more
|
| Telecommunication sector update |
3 Jan, 2008 |
2008 will be a key year for the sector
more
|
|
 |
|
