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MAYBANK KIM ENG

UOB KAYHIAN 

Singapore Banks

Marketing feedback from across the Causeway

 

Malaysian clients looking to SG banks for yield, quality

We met 15 Malaysian investors last week from a mix of long-only, hedge and private-banking funds to discuss Singapore banks and our stock calls: DBS (DBS SP, SGD24.97, BUY, TP: SGD29.56), UOB (UOB SP, SGD24.90, BUY, TP: SGD29.71) & OCBC (OCBC SP, SGD11.03, HOLD, TP: SGD10.73). They were cautious on regional macros given an unresolved US-China trade war, election uncertainties in Southeast Asia and slower economic growth. There was significant interest in Singapore banks from a flightto-quality angle and for their high dividend yields as the SGD is appreciating. There was very little push-back on our top picks, DBS & UOB. Key sector concerns were over asset quality, rising funding costs and the long-term impact of technology & fintech platforms.

 

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Parkway Life REIT (PREIT SP)

Takeaways From Taiwan ASEAN Conference

 

Mitsui has emerged as the largest shareholder of sponsor IHH. There are opportunities for future collaborations between Mitsui and PREIT in the healthcare sphere, especially in Japan. IHH is preoccupied with supporting Fortis Healthcare’s expansion in India and could divest of its 14 hospitals in Malaysia to PREIT. PREIT is defensive with a long WALE of 7.3 years. Maintain BUY. Target price: S$3.25.

 

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CGS CIMB PHILLIP SECURITIES

Property Devt & Invt

Holding up

 

■ Feb monthly sales volumes were higher mom and yoy.

■ We expect transaction volumes to remain stable yoy in 2019.

■ Maintain sector Overweight; preferred picks are CIT, UOL and CAPL.

 

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Singapore Coal Monthly

Indonesian coal to see a new opportunity

SINGAPORE | MINING | SECTOR UPDATE China

 

China restricted Australian coal imports. In Feb-19, Dalian Customs imposed an indefinite restriction on Australian coal imports and may implement a quota of 12mn tonnes of the overall coal import for 2019. Five ports under their supervision of the customs executed the ban. The volume of coal import across these five ports totalled at 14mn tonnes in 2018. Meanwhile, China has been slowing down the customs clearance of Australian coal by at least 40 days.

 

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LionelLim8.16Check out our compilation of Target Prices




Share Prices

Counter NameLastChange
AEM Holdings2.090-0.140
AusGroup0.043-0.005
Avi-Tech Electronics0.415-0.020
Best World Int.1.360-
CEI1.000-0.020
China Sunsine0.445-
CNMC GoldMine0.2550.010
CSE Global0.550-0.015
Eagle HTrust USD0.470-0.050
Food Empire0.760-0.010
Golden Energy0.153-0.002
GSS Energy0.088-0.004
ISDN Holdings0.198-0.001
ISOTeam0.215-
JB Foods0.625-0.030
KSH Holdings0.390-0.010
Miyoshi0.028-0.003
Moya Asia0.074-0.004
Nordic Group0.275-0.020
Oxley Holdings0.335-0.010
Procurri0.315-0.015
REX International0.178-0.015
Riverstone1.040-0.030
Roxy-Pacific0.365-0.010
Sing Holdings0.405-
SingMedical0.320-0.020
Straco Corp.0.560-0.010
Sunningdale Tech1.240-0.020
Sunpower Group0.530-0.015
The Trendlines0.109-0.016
Tiong Seng0.200-
Uni-Asia Group0.685-0.010
Yangzijiang Shipbldg1.000-0.040

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