Highlights

Simons Trading Research

Author: simonsg   |   Latest post: Tue, 13 Dec 2022, 10:52 AM

 
Title Date
Singapore Exchange - Derivatives Volumes on the Rise; NEUTRAL Dec 13, 2022
Singapore Exchange - Rolling Forward Our Valuation Basis Dec 08, 2022
Japan Foods - Expect Strong F&B Demand to Sustain; Keep BUY Dec 07, 2022
Frasers Centrepoint Trust - Resilient But Not Immune Dec 05, 2022
City Developments - on the Right Course Dec 02, 2022
ComfortDelGro - Partnering With Gojek; Keep BUY Dec 01, 2022
ST Engineering - In Line 9M22 & Strong Order Wins; Keep BUY Nov 30, 2022
Thai Beverage - Further Recovery Ahead; Stay BUY Nov 28, 2022
Sembcorp Industries - Adding 2.27GW of Renewables Nov 25, 2022
Singapore Exchange - Strong Derivatives Volume in October Nov 23, 2022
ST Engineering - New Toll Collection Contract in the US; Keep BUY Nov 22, 2022
ComfortDelGro - Sustaining Y-o-y Growth; Maintain BUY Nov 17, 2022
Singapore Exchange - Monthly Performance Largely in Line, Forex and Commodities Outperformed Nov 17, 2022
First Resources - Benefitting From the Tax Levy Holiday Nov 15, 2022
Bumitama Agri - Closing in on a Record Year; Maintain BUY Nov 15, 2022
ComfortDelGro - 3Q22 Slightly Below Expectations; Better Fundamentals Dragged by Higher Costs Nov 15, 2022
IREIT Global - Relatively Well Shielded for Rate Hikes; Stay BUY Nov 14, 2022
UMS - 1H23 Secured, Upgrade to BUY Nov 14, 2022
SingTel - 1HFY23 Dividend Boost; Keep BUY Nov 11, 2022
Genting Singapore - 3Q22 Recovery Largely on Track; Visible Capital Upside Nov 11, 2022
StarHub - EBITDA to Stay Under Pressure From DARE+ Nov 10, 2022
Prime US REIT - Positive Leasing Momentum; Stay BUY Nov 10, 2022
ST Engineering - Mildly Positive on US Marine Business Sale; BUY Nov 09, 2022
ComfortDelGro - New Contract Wins; Keep BUY Nov 08, 2022
OCBC Bank - 3Q22 Solid NIM, Better Asset Quality; Stay BUY Nov 07, 2022
DBS Group - Staying Prudent on FY23 Guidance; BUY Nov 04, 2022
Nanofilm Technologies - 9M22 Below Expectations Due to COVID-19 Restrictions; Setting 2025 Targets Nov 04, 2022
NetLink NBN Trust - Steadfast Amid Uncertainty; Upgrade to BUY Nov 03, 2022
Manulife US REIT - Navigating Challenges; BUY Nov 02, 2022
Raffles Medical 9M22 Business Update - Surprises on the Upside Nov 02, 2022
Wilmar International - 9M22 Surpasses All Historical Full Year Earnings Nov 01, 2022
CapitaLand Ascendas REIT - A Resilient Industrial Play; Keep BUY Nov 01, 2022
CDL Hospitality Trusts - on a High But Risks Rising Oct 31, 2022
IFAST Corporation 3Q22 - Fostering Long-term Growth Amid Market Challenges Oct 28, 2022
AIMS APAC REIT - Key Takeaways From Post-Results NDR Oct 28, 2022
Keppel Pacific Oak US REIT - Defying Market Expectations; Keep BUY Oct 27, 2022
Keppel REIT - Operating Metrics Remain Strong Oct 26, 2022
Suntec REIT - Operationally Strong Despite Rising Rates; BUY Oct 26, 2022
CapitaLand Integrated Commercial Trust - Value Emerging Amid Market Selloff; Upgrade to BUY Oct 25, 2022
Singapore Exchange - Operating Data Continues to Underwhelm Oct 21, 2022
SingTel - Reprieve From Mounting Costs From Optus Oct 20, 2022
SATS - More Palatable Risk-Reward Profile After Share Price Decline Oct 19, 2022
Wilmar International 3Q22 Results Preview - Another Potentially Good Quarter Oct 19, 2022
APAC Realty - a Muted Outlook Ahead Oct 18, 2022
AEM - Shackled by Global Devaluation; Downgrade to HOLD Oct 17, 2022
Enviro-Hub Holdings - Site Visit to R Pharmacy & Pastel Glove Factory Oct 13, 2022
Mm2 Asia - Positioned to Accelerate Out of the Downturn Oct 13, 2022
Raffles Medical Group - Takeaways From Management Meeting; Stay BUY Oct 13, 2022
UMS Holdings - Victim of Sector De-Rating; Downgrade to HOLD Oct 12, 2022
ST Engineering - Defensive Giant in Trying Times Oct 12, 2022

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