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No. of Articles : 40
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Investors’ Corner (Cordlife, Sakari, GuocoLand, UOB)

We like Cordlife for its market leadership in Singapore and Hong Kong (62% and 28% market share respectively), and it currently stores more than 35,000 cord blood units. Cordlife has the right-of-first-refusal to acquire its former parent’s operations in developing markets –

  • 27 April 2012
  • Investors' Corner
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    Singapore Airlines

    High Fuel Price Continues To Sway SIA’s Profitability

    Singapore Airlines (SIA) reported an increase of 6.3 percentage points in passenger load factor to 79.5 percent in March 2012, while its passenger load factor for SilkAir and cargo load factor added 0.5 percentage points each.

  • 18 April 2012
  • Corporate Digest
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    Investors’ Corner (TigerAir, Wilmar, Frasers Comm, Genting SP)

    Strong earnings turnaround is expected with the normalisation of Tiger Airways Australia’s operations and continued passenger/ancillary income growth.

  • 13 April 2012
  • Investors' Corner
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    DBS

    DBS’s Purchase Of Bank Danamon Attracts Opposing Views, Analysts’ Long Term Outlook Positive

    The headline grabbing news of DBS Group’s $9.1 billion takeover bid for PT Bank Danamon has drawn some welcoming views.

  • 04 April 2012
  • Corporate Digest
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    Investors’ Corner (Genting SP, NOL, StarHub, Mermaid)

    Whilst junkets are positive for long-term market growth, our sense is that the bears on Genting Singapore (GENS) are still taking a wait-and-see approach on the stock. Junkets could boost VIP revenues via new clients, and will take on credit risk which in turn is positive for GENS’ balance sheet.

  • 30 March 2012
  • Investors' Corner
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    thumb-oil-barrel-cash-bag

    Surging Oil Prices: Spluttering Transport Engines Shift To Low Gear

    Oil prices at US$106 per barrel. The psychological barrier of US$100 per barrel had been broken.

  • 16 March 2012
  • Perspective
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    thumb-march2012-phillip-event

    Surviving The Volatile Markets And Trade Confidently

    While the markets are clearly headed for higher grounds, limiting gains are the uncertain global outlook with concerns over high oil prices and a fragile Euro zone economy – with Greece on a tight leash after a second bailout – one cannot help but wonder if the recent rallies are here to stay.

  • 02 March 2012
  • In the Spotlight
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    Wilmar Registers 47% Jump In FY11 Sales, 4Q11 Net Income Below Expectations

    Wilmar International registered a 47.2 percent jump in revenue to US$44.7 billion while profit attributable to shareholders rose 20.9% to US$1.6 billion for FY11 ended 31 December 2011.

  • 22 February 2012
  • Corporate Digest
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    thumb-wheel-shovel

    Noble Sees Swift Turnaround In Expectations, Spinoff In The Pipeline

    What do you get when a company booked its first loss after some good 14 years and the very day of bean spilling comes with the quitting of its chief executive officer?

  • 07 February 2012
  • Corporate Digest
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    CapitaCommercial Trust: Flourishing Fresh Look Through Asset Revitalisation

    CapitaCommercial Trust (CCT) prides itself as Singapore’s first commercial real estate investment trust (REIT) when it went public in 2004.

  • 03 February 2012
  • Corporate Digest
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    Investors’ Corner (Berjaya Corp, TA Enterprise, Eastern & Oriental)

    Berjaya Corp’s 1H12 core net profit of RM39m, which excludes RM254.4m one-offs, came in at only 28% of our full-year forecast.

  • 09 January 2012
  • Malaysia Investors' Corner
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    Headliners (Seacera, Maxbiz Corp, LBS Bina)

    This year, Seacera Group (Seacera) intends to commence a 500-acre mixed development project in Ulu Langat, Selangor with a gross development value (GDV) of RM2b that will span over 10 to 15 years. Seacera owns 113 acres of the 500 acres, which was acquired for RM27m, while the rest is owned in a 78:22 joint venture with Duta Skyline.

  • 09 January 2012
  • Malaysia Headliners
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    Investors’ Corner (Kwantas Corp, Cahya Mata Sarawak, Sarawak Oil Palms, PPB Group)

    Kwantas’ upstream segment recorded an increase of 77.4% in operating profit y-o-y to RM23.1m. Surprisingly, q-o-q harvest declined by 10%, which we suspect could be due to lower number of harvest days.

  • 03 December 2011
  • Malaysia Investors' Corner
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    Investors’ Corner (PBA Hldgs, Hektar REIT, Yung Kong Galvanising Industries)

    In tandem with growth in the domestic economy (in GDP terms), we expect that the group’s water revenues would grow.

  • 19 November 2011
  • Malaysia Investors' Corner
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    Indonesia: Realising Its ‘Demographic Dividends’

    Opening ceremony of an international sports meet is a charm offensive opportunity that the host nation seized to present its best to the world. On that count alone, the glitzy opening of the 26th South East Asia Games at Palembang – breathtaking fireworks, captivating light-displays as well as enchanting traditional dances and songs – was a seemingly perfect coming-up party for Indonesia.

  • 18 November 2011
  • Perspective
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    Investors’ Corner

    Year-on-year net profit reduced by 38.1% to RM0.9 million from RM1.5 million as a result of decrease in manufacturing sales orders as well as decrease in operating margin.

  • 09 November 2011
  • Malaysia Investors' Corner
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    Headliners (Hock Seng Lee, Tenaga Nasional, Dijaya Corp)

    Hock Seng Lee (HSL) is the latest company to win a contract valued at RM90.3 million in Sarawak Corridor Renewable Energy (SCORE) to provide a reliable supply of treated water for industrial and household usage.

  • 08 November 2011
  • Malaysia Headliners
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    Oil Demand In Focus: A Rosy Outlook For Nam Cheong?

    Nam Cheong’s business venture into the shipbuilding industry began in 1968 with the building of fishing boats in Sarawak, Malaysia.

  • 21 October 2011
  • Corporate Digest
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    Headliners (Keppel T&T, K-Reit, LionGold)

    Keppel Telecommunications and Transport’s profit more than doubled to $35.6 million from $15.7 million for the third quarter ended 30 Sep-11.

  • 21 October 2011
  • Headliners
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    Investors’ Corner (Midas Hldgs, CapitaLand, SATS, SGX)

    Midas’ share price has come off 7% since our August update, in-line with STI’s dismal performance and continued to be weighed down by negative news flow in September, for example the Shanghai metro train crash and delay in Ministry of Railways’ issue of bonds.

  • 07 October 2011
  • Investors' Corner
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    Investors’ Corner (M1, TigerAir, HPH Trust US$, SingPost)

    We view negatively on M1’s decision to end its partnership with Vodafone from 31 Dec 11 as this may shave M1’s core net profit by 5-10%, based on our estimates.

  • 23 September 2011
  • Investors' Corner
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    Investors’ Corner (FJ Benjamin, ConscienceFood, Genting HK, Yangzijiang, Keppel Land)

    Revenue growth was driven by strong consumer demand across all its major markets in Southeast Asia and North Asia. Sales in Indonesia alone increased by 7% y-o-y.

  • 26 August 2011
  • Investors' Corner
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    Headliners (R&A Telecommunication Group, RHB Capital, Yinson Hldgs, Jotech Hldgs)

    R&A Telecommunication Group (R&A), which expects revenue to hit as much as RM100m this year, targets to achieve RM1b revenue within the next five years as it expands its global presence. CEO Francis Tan said that the jump to the RM1b revenue target would not be a “one-hit wonder” as the company plans to hit the target via growing its revenue steadily each year.

  • 10 August 2011
  • Malaysia Headliners
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    Headliners (Starhill Gbl, RafflesMG, Far East Group, Kyodo-All )

    Starhill Global REIT delivered an improved distribution per unit for 2Q11 ended 30 June, up by 14.3% to 1.04 cents from 0.91 cents a year ago.

  • 29 July 2011
  • Headliners
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    Kreuz Holdings Poised To Ride On Subsea Opportunities

    Kreuz Holdings (Kreuz), which specializes in subsea services, provides subsea construction and installation solutions to the offshore oil and gas industry for the development and upgrading of oil fields.

  • 15 July 2011
  • Corporate Digest
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    Headliners (Green Packet, WTK, Supermax, Khazanah Nasional)

    Green Packet, provider of mobile broadband networking solutions, has secured a technology cooperation agreement, through its subsidiary Packet One Networks, with China Mobile to initiate the time division-long term evolution (TD-LTE) technology in Malaysia and South-East Asia.

  • 05 July 2011
  • Malaysia Headliners
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    Koon Holdings: Bright Prospect In Precast Business

    The construction sector plays a vital role in the growth of Singapore’s economy. In 2010, Singapore’s construction demand, measured by the total value of construction contracts awarded, rose markedly by 14% from $22.5 billion in 2009 to $25.7 billion.

  • 01 July 2011
  • Corporate Digest
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    HMI Strives Forth With Service Excellence

    Hitting yet another record revenue of RM85.6m in 1H11, Health Management International (HMI) appears poised to achieve a new level of top line figure for its forthcoming full year result ended 30 Jun-11. It chalked up a robust $58.6m (approximately RM139.5m) of revenue in FY10, representing a 17% growth from the preceding year.

  • 17 June 2011
  • Corporate Digest
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    Investors’ Corner

    With FY10 loan growth having lagged peers and the sector, management is guiding for a more comparable performance in FY11F.

  • 21 April 2011
  • Investors' Corner
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    Headliners (XMH Hldgs, Falmac, Fastube, Keppel)

    Diesel engine distributor XMH Hldgs’ (XMH) 9M11 revenue increased 12.9% y-o-y to $53.4m supported by broad-based growth. Its operating profit in 9M11 would have been higher at $12.2m if the one-off IPO expenses of $1.4m were excluded.

  • 25 March 2011
  • Headliners
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    SIAS’ Corporate Profile & Investment Seminar Review (Olam, Cosco, SGX)

    Attending the Corporate Profile & Investment Seminar organized by Securities Investors Association Singapore (SIAS) last Saturday, it was a pleasing sight to see eager investors come together to hear the sharing of investment opportunities from the senior management of Olam International, COSCO Corporation, and Singapore Exchange.

  • 16 March 2011
  • In the Spotlight
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    Banyan Tree Strengthens Brand To Move Higher Ground

    Making names on the list of the world’s top leisure destinations, Banyan Tree Holdings (Banyan Tree) has bagged over 600 awards and accolades for the resorts, hotels and spas under its management. Banyan Tree’s well-developed brands, twirled in a sense of luxe and underpinned by a resilient business model, have helped it to scale higher ground in the luxury hospitality industry

  • 11 March 2011
  • Corporate Digest
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    Investors’ Corner

    We like FJB for its exposure to the Asian consumer retail segment and we believe it is well poised to benefit from increasing retail spending in the region. FJB has exclusive distribution rights in the region for a range of world-renowned brands and a reliable 30-year record in brand management and retailing.

  • 25 February 2011
  • Investors' Corner
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    UMS Achieves Turnaround Success With Sound Business Strategies

    From parts manufacturing to surface treatment, assembly to system integration, UMS Holdings has been growing and building its foundation over the years in the fast-changing semiconductor industry. Its FY10 result release last month revealed a record net profit of $28.7m, a reversal from the red in FY09.

  • 11 February 2011
  • Corporate Digest
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    Investors’ Corner

    KepLand’s 4Q10 results were below our estimates, due to lower-than-forecasted domestic residential sales. Dividend of $0.18 per share (FY09: $0.08) was declared.

  • 28 January 2011
  • Investors' Corner
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    Headliners

    ComfortDelGro Corporation has been awarded 800 new taxi licences by the Chengdu Municipal Government, making it the second largest taxi operator in the city with 1,050 taxis.

  • 28 January 2011
  • Headliners
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    Headliners

    Hyflux’s subsidiaries have signed concession agreements with the government of Chongqing City, Hechuan District, to develop three water projects at the Hechuan Industrial Park in Chongqing City, China.

  • 14 January 2011
  • Headliners
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    Headliners

    Mapletree Logistics Trust (MLT) completed the acquisition of N S Tang Building located in Loyang Industrial Estate, Singapore from N.S. Tang (Pte) Ltd at a purchase price of $13.8m.

  • 31 December 2010
  • Headliners
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    XinRen Gears Up For China’s Growth

    Aluminium – it is the most abundant metal on Earth. From the packaging of Coca-Cola can to the wiring and structure of Airbus A380, the usage of aluminium is extensive so much so that it is almost impossible to live without it in today’s world. A vital element to the transportation and building industry, aluminium is highly demanded by growing nations.

  • 22 November 2010
  • Corporate Digest
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    Investors’ Corner

    9M10 core net profit was below expectations, accounting for only 57% of our FY10 forecast and 52% of consensus. The main disappointments were weaker-than-expected crude palm oil (CPO) sales and earnings from its cooking oil & fats division.

  • 04 November 2010
  • Investors' Corner
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