Blog Headlines

Wed, 25 May 2022

• City Developments - Improving Performance Across All Segments; BUY - rhbinvest @ 09:28

Tue, 24 May 2022

• 10 in 10 With Trans-China Automotive - Gearing Up for China's Premium Automobile Market - SGX @ 17:14
• Sheng Siong - Beneficiary of Rising Inflation; Upgrade to BUY - rhbinvest @ 10:13
• Sheng Siong Group - Beneficiary of Rising Inflation; Upgrade to BUY - simonsg @ 09:44
• NetLink NBN Trust – Stable Dividends But Limited Growth - traderhub8 @ 09:41
• A Hot, Deadly Summer Is Coming With Frequent Blackouts - edgeinvest @ 09:09
• Bitcoin Recovers After Longest Run of Weekly Losses Since 2011 - rhbinvest @ 09:06

Mon, 23 May 2022

• FANTASTIC RESULTS OF TAANN & SOP TELL US THAT PALM OIL SUPERBULL IS ONGOING & WILL GROW FROM STRENGTH TO STRENGTH, Calvin Tan - calvintaneng @ 22:47
• REPOSTING: BPLANT VERSUS THPLANT: THEIR DIVIDEND HISTORY & ITS RESUMPTION DUE TO HIGH INFLOW OF CASH BY VERY HIGH CPO PRICES, Calvin Tan - calvintaneng @ 22:45
• My Summary of Mapletree Commercial Trust's EGM - ljunyuan @ 13:22
• REIT Watch - Industrial S-Reits Report Positive Rental Reversions - SGX @ 12:31
• UOL, Trans-China Automotive & Frencken Chairmen Raise Stakes - SGX @ 12:30
• Frencken - Hit by Rising Cost Pressures - simonsg @ 09:44
• Q & M Dental Group Ltd – New Clinics Support Earnings Growth - traderhub8 @ 09:43
• LHN Limited – Maintaining Strong Occupancy Levels - traderhub8 @ 09:42
• Sunpower Group Ltd – Recovering Margins - traderhub8 @ 09:42
• Prime US REIT – Healthier Leasing Demand - traderhub8 @ 09:41
• Frencken Group - Hit by Rising Cost Pressures - rhbinvest @ 09:37
• Is It Too Early (or Late) to Buy US Stocks in 2022? - williekeng @ 09:30
• REASONS WHY PALM OIL CPO PRICES WILL REMAIN VERY HIGH FOR YEAR 2022 AND RIGHT INTO YEAR 2023, Calvin Tan - calvintaneng @ 08:37
• BPLANT VERSUS THPLANT VERSUS JAYA TIASA (MID CAP VALUE SELLING AT PENNY STOCK BARGAIN PRICES)(KLSE) Calvin Tan - calvintaneng @ 08:33
• TSH RESOURCES: KLSE (9059) A PALM OIL STOCK WITH GOOD CLARITY, PROSPECTS & INSIDERS' BUYING SUPPORT, Calvin Tan - calvintaneng @ 08:31

Sun, 22 May 2022

• The Week Ahead May 2022 - [STI, HSI, NASDAQ & S&P] - humblestock @ 11:31

Fri, 20 May 2022

• Is There Any Position Trading Opportunity In The Energy Sector Now? - Collin Seow @ 17:00
• NIO Inc. – Leading Player in Premium Smart EV Market – Lists on SGX - SGX @ 11:33
• Alpina: Building Resilient, Multi-Pronged Growth - SGX @ 11:31
• Genting Singapore - Brighter Days Ahead; Stay BUY - rhbinvest @ 11:11
• Genting Singapore - Brighter Days Ahead; Stay BUY - simonsg @ 09:46
• Singapore Airlines - FY22 Results in Line; Emerging Strong in FY23 - simonsg @ 09:45
• BRC Asia – Construction Sector Recovery Surpasses Our Estimates - traderhub8 @ 09:29

Thu, 19 May 2022

• Food Empire - 1Q22 Results Quell All Doubts; Reiterate BUY - simonsg @ 15:08
• UG Healthcare Corporation Ltd – Below Book Value and Earnings Stable - traderhub8 @ 11:43
• Food Empire - 1Q22 Results Quell All Doubts; Reiterate BUY - rhbinvest @ 10:14
• Singapore Airlines’ Second-half Loss Narrows as Travel Picks Up - edgeinvest @ 09:16
• Genting Tycoon Lim Kok Thay Seeks Singapore Comeback With New Cruise Line - edgeinvest @ 09:01
• Malaysia's Kimanis Crude Exports to Fall in July After Outage — Source - edgeinvest @ 08:55

Wed, 18 May 2022

• ComfortDelGro - Earnings Recovery to Normalcy Continues; BUY - simonsg @ 15:09
• NetLink NBN Trust - 4QFY22 Above Expectation; Network Expansion Lifts Fibre Connections - simonsg @ 11:46
• Frencken Group - Supply Chain Challenges Hurt Margins - simonsg @ 11:34
• ComfortDelGro - Earnings Recovery to Normalcy Continues; BUY - rhbinvest @ 10:14
• NetLink NBN Trust - Resilient Core Business - simonsg @ 09:29

Tue, 17 May 2022

• Global Utility Stocks Maintain Defensive Line in 2022 YTD - SGX @ 14:38
• Thai Beverage - Sustainable Recovery Outlook; Stay BUY - simonsg @ 11:47
• Fu Yu - Supply Chain Business Pulling Its Weight - simonsg @ 11:46
• EC World REIT - in Rough Seas - simonsg @ 11:46
• ComfortDelGro - 1Q22 Mixed Results Due to Omicron - simonsg @ 11:45
• ComfortDelGro Corp Ltd – Modest Recovery But Huge Operating Leverage - traderhub8 @ 11:45
• CapitaLand Investment Limited – Tracking Our Forecast - traderhub8 @ 11:44
• Thai Beverage PLC – Beer Leading the Recovery - traderhub8 @ 11:44
• Asian Pay Television Trust – Broadband Growth Keeps Revenue Stable - traderhub8 @ 11:43
• CLI Leads Buyback Tally, Wee Investments Ups UOL Stake - SGX @ 10:43
• REIT Watch - Singapore-based Office S-REITs Report Improved Metrics and Higher Rents - SGX @ 10:41
• ST Engineering - Defensive Amidst An Uncertain Economic Outlook - rhbinvest @ 10:11
• First Resources - Decent Start to the Year - rhbinvest @ 10:11
• Thai Beverage - Sustainable Recovery Outlook; Stay BUY - rhbinvest @ 10:01
• Fu Yu Corp - Supply Chain Business Pulling Its Weight - rhbinvest @ 09:59
• EC World REIT - in Rough Seas - rhbinvest @ 09:58

Mon, 16 May 2022

• The Week Ahead May 2022 - [STI, HSI, NASDAQ & S&P] - humblestock @ 17:36
• How to Buy the Best Singapore REIT ETF Guide 2022 - williekeng @ 16:10
• First Resources - a Decent Start to the Year - simonsg @ 11:47

Sun, 15 May 2022

• ComfortDelGro - Room to Move - simonsg @ 22:21

Fri, 13 May 2022

• Grand Venture Technology - Near Term Margin Concerns - simonsg @ 22:24
• PropNex - 1Q22 Results in Line, Expect Stronger 2H - simonsg @ 22:24
• Genting Singapore - Not a Bad Start to FY22 - simonsg @ 22:23
• Golden Agri Resources - Weak FFB Output to Start the Year - simonsg @ 22:23
• Prime US REIT - a Decent Quarter, Valuations Undemanding; Keep BUY - simonsg @ 22:22
• Bumitama Agri - 1Q22 Earnings Skyrocket 400% Y-o-y; Reiterate BUY - simonsg @ 22:22
• PropNex Ltd – Coping Well in a Softer Year - traderhub8 @ 22:20
• One Rare Gem in the Healthcare Sector You Should Watch - Collin Seow @ 17:00
• Prime US REIT - a Decent Quarter, Valuations Undemanding; Keep BUY - rhbinvest @ 10:02
• Bumitama Agri - 1Q22 Earnings Skyrocket 400% YoY; Reiterate BUY - rhbinvest @ 10:01
• Golden Agri - Weak FFB Output to Start the Year - rhbinvest @ 10:00
• China’s White Knight Tycoon Can’t Save His Own Firm From Default - edgeinvest @ 09:11
• Renting a Home in Singapore Has Never Been This Expensive - edgeinvest @ 09:06
• Fu Yu: Staying Ahead of the Manufacturing Curve - SGX @ 08:43

Thu, 12 May 2022

• Riverstone - 1Q22 Positive Signs That the Worst Is Over - simonsg @ 22:24
• Bumitama Agri - a Stellar 1Q Results - simonsg @ 22:21
• Singapore Banking Monthly – Interest Rates Continue to Rise in April - traderhub8 @ 22:20
• A Look at EC World REIT's Latest Q1 FY2022 Results - ljunyuan @ 18:31

Wed, 11 May 2022

• Jiutian Chemical - 1Q22 Achieved High ASPs on Limited Industry Supply - simonsg @ 22:25
• Manulife US REIT – Stepping Up Leasing and Portfolio Rebalancing Initiatives - traderhub8 @ 22:20
• My Summary of SIAS' Virtual Dialogue Session with the CEO of Mapletree Commercial Trust - ljunyuan @ 15:50
• 9th May 2022 - Market Digest - Collin Seow @ 12:55
• Banks - Still Decent Growth Amidst Rising Headwinds - rhbinvest @ 10:30
• Private Meal With Kingpin Shows How Marcos Will Rule Philippines - edgeinvest @ 08:55
• Singapore’s Latest Property Tax Targets Super-rich, Analysts Say - edgeinvest @ 08:53

Tue, 10 May 2022

• Genting Singapore - Earlier Recovery But Return to Pre-COVID-19 Levels Unlikely - simonsg @ 22:26
• This Sector Remains Rather Resilient And Its Not Commodities - humblestock @ 15:11
• Manulife US Real Estate Investment Trust - a Slow Return to the Office; Keep BUY - rhbinvest @ 09:57
• Portfolio & Dividends Update : 1st Half 2022 - STE @ 00:45

Mon, 9 May 2022

• China Shenshan Orchard - An Undervalued Chinese Kiwifruit Producer - simonsg @ 22:27
• CapitaLand Integrated Commercial Trust – Recovery in Full Swing - traderhub8 @ 22:20
• Lendlease Global Commercial REIT – Reopening Tailwinds to Lift Tenant Sales - traderhub8 @ 22:19
• Active Commodity Plays Average 60%+ YTD Return on Strong Turnover - SGX @ 17:23
• Navigating Global Reopening and Rate Hikes - SGX @ 17:22
• Will I buy SIA shares now? (2022) - williekeng @ 16:30
• REIT Watch - Tenant Sales Back at Pre-Covid Levels for Retail S-Reits - SGX @ 10:00
• Wilmar Leads Buyback Tally; YZJFH Directors Acquire Shares - SGX @ 09:59
• Singapore Equity Strategy - Refreshing Our Top Picks - rhbinvest @ 09:57

Sun, 8 May 2022

• The Week Ahead May 2022 - [STI, HSI, NASDAQ & S&P] - humblestock @ 16:28

Fri, 6 May 2022

• Lendlease Global Commercial REIT - Ingesting the Acquisition of Jem in 3QFY22 - simonsg @ 22:28
• Japfa - 1Q22 Results in Line; Weakness From Vietnam & High Feed Costs - simonsg @ 22:27
• AEM - Another Record Quarter - simonsg @ 22:25
• Systematic Trading (May 2022): Molson Coors Beverage & Sysco Corporation - Collin Seow @ 17:00
• China's CNOOC Awards US$2.4 Billion LNG Tanker Building Contracts - edgeinvest @ 10:45
• Singapore Court Finds John Soh and Partner Guilty of Share Price Manipulation - edgeinvest @ 10:31
• LHN: Optimising Space for Live-Work-Play Paradigms - SGX @ 09:31

Thu, 5 May 2022

• CapitaLand Integrated Commercial Trust - Reopening & Recovering - simonsg @ 22:28
• Wilmar International - Decent Start to the Year; Still BUY - simonsg @ 22:26
• Sheng Siong - Resilient Against Inflationary Pressures; NEUTRAL - simonsg @ 22:26
• United Overseas Bank Limited – Let Down by Weaker Fee and Non-interest Income - traderhub8 @ 22:19
• DBS Group Holdings Ltd – Earnings in Line Despite Lower Fee Income - traderhub8 @ 22:18
• Wilmar International - Decent Start to the Year; Still BUY - rhbinvest @ 09:57
• Ascendas REIT - a Stable Quarter; Stay BUY - rhbinvest @ 09:47
• Sheng Siong - Resilient Against Inflationary Pressures; NEUTRAL - rhbinvest @ 09:47

Wed, 4 May 2022

• HG Metal Manufacturing - Higher Construction Output to Drive Forward Earnings - simonsg @ 22:29
• Sunpower Group Ltd – Full Steam Ahead - traderhub8 @ 22:18
• StarHub Limited – Roaming Tailwind Vs Near-term Cost Pressures - traderhub8 @ 22:17
• Fortress Minerals Ltd – Lower Ore Production But Outlook Turning Positive - traderhub8 @ 22:17
• Ascott Residence Trust – Pick-up in Demand Upon Relaxation - traderhub8 @ 22:17
• Venture Corporation Ltd – Earnings Close to Record Levels - traderhub8 @ 22:16
• Key Pointers to Take Note of in Ascendas REIT's Q1 FY2022 Business Update (and My Thoughts about Them) - ljunyuan @ 18:16
• OCBC Bank - Decent Start to FY22; Stay BUY - rhbinvest @ 09:58
• Venture Corp - a Superb 1Q22; Maintain BUY - rhbinvest @ 09:52
• CDL Hospitality Trusts - Recovery Priced In; Keep NEUTRAL - rhbinvest @ 09:52
• United Overseas Bank - Headwinds to Moderate FY22 Growth; D/G NEUTRAL - rhbinvest @ 09:52
• DBS - Bright NIM Prospects Moderated by Headwinds - rhbinvest @ 09:50
• CapitaLand Integrated Commercial Trust - a Muted Quarter But Outlook Is Improving - rhbinvest @ 09:48
• StarHub - 1Q22- DARE+, Opex Front-Loaded - rhbinvest @ 09:46
• STI Leads Global Developed Stock Benchmarks in 2022 YTD - SGX @ 08:29
• REIT Watch - Hospitality S-Reits See Higher RevPAR as Borders Reopen - SGX @ 08:28

Mon, 2 May 2022

• Singapore REITs Symposium 2022 - williekeng @ 09:15

Sun, 1 May 2022

• Venture Corp - One for the Late Cycle Play - simonsg @ 22:30
• StarHub - Improving Operations - simonsg @ 22:29

Fri, 29 April 2022

• Sheng Siong Group - 1Q22 Results Above Expectations; Demand Likely to Moderate in 2022 - simonsg @ 22:31
• AIMS APAC REIT - Resiliency and Growth - simonsg @ 22:30
• Frasers Centrepoint Trust – Suburban Malls Continue to Outperform - traderhub8 @ 22:16
• Sheng Siong Group Ltd – Reopening Minus and Inflation Plus - traderhub8 @ 22:15
• CapitaLand Integrated Commercial Trust's Q1 FY2022 Business Update - What You Need to Know - ljunyuan @ 18:01
• How did this blue-chip company keep its profit margin expansion amid inflation? - Collin Seow @ 17:00
• A Quick Summary of Hong Leong Finance's 62nd AGM for FY2021 - ljunyuan @ 11:56
• My Review of DBS, UOB, and OCBC's Business Updates for Q1 FY2022 - ljunyuan @ 10:50
• Japan Foods - Growth to Resume After Surviving COVID-19; BUY - rhbinvest @ 09:37
• Temasek-backed Oil Rig Builders Agree US$6.3b Merger Amid Sector Downturn - edgeinvest @ 09:10
• StanChart Profit Beats Estimates, Flags Strong Outlook on Rising Rates - edgeinvest @ 09:08

Thu, 28 April 2022

• Choo Chiang Holdings - Market Leader Set to Benefit From Strong Growth in the Construction Sector - simonsg @ 22:32
• Far East Hospitality Trust - Clearer Skies Ahead - simonsg @ 22:31
• Yangzijiang Financial Holding (YZJFH) – An Investment Management Company – Lists on SGX - SGX @ 18:32
• My Review of Mapletree Logistics Trust's Q4 and FY2021/22 Results - ljunyuan @ 18:15
• Yangzijiang Financial Holding (YZJFH) – An Investment Management Company – Lists on SGX - SGX @ 16:48
• Ascendas REIT's AGM for FY2021 - My Summary - ljunyuan @ 14:13
• AIMS APAC REIT - Steady Income Growth Ahead; Maintain BUY - rhbinvest @ 10:19
• Genting Singapore - Las Vegas Sands- Singapore Is Back! - rhbinvest @ 09:38
• Keppel Corporation – Tranformation Into An Asset Light Recurring Income Business Model - traderhub8 @ 08:39

Wed, 27 April 2022

• Mapletree Industrial Trust - Growth With Data Add - simonsg @ 22:31
• Keppel Corporation -1Q22 See Drag From Urban Development - traderhub8 @ 16:52
• Singapore CPI Rises to 10-year High on War, Covid-19 Disruptions - edgeinvest @ 15:04
• Frasers Centrepoint Trust's 1H FY2021/22 Results - What You Need to Know - ljunyuan @ 14:55
• What Singapore’s Next Leader Says About China, Racism and Expats - edgeinvest @ 14:26
• A Look at Mapletree Industrial Trust's Q4 and Full Year Results for FY2021/22 - ljunyuan @ 13:49
• Singapore Taps Finance Chief Wong as Heir Apparent to PM Lee - edgeinvest @ 12:20
• Keppel REIT - Recovery to Growth; Improving Fundamentals; Upgrade to BUY - simonsg @ 11:57
• Aztech Global - 1Q22 Slight Miss Due to Temporary Lockdown; Outlook Remains Positive - simonsg @ 11:53
• Mapletree Commercial Trust - Placed for Recovery - simonsg @ 11:51
• Singapore Says Glencore Was Supplier of Tainted Fuel - edgeinvest @ 11:51
• Easier Passage for Vaccinated Singapore Residents and LTP Holders at Land Checkpoints From Friday - edgeinvest @ 11:47
• A Quick Summary of EC World REIT's AGM for FY2021 - ljunyuan @ 11:24
• Singapore’s Zilingo Is Said to Suspend CEO Amid Probe - edgeinvest @ 11:17
• Singapore Expected to Tighten Policy Amid Inflation Fight - edgeinvest @ 11:14
• Singapore’s Coda Nears Funding at US$2.5 Bil Value, Sources Say - edgeinvest @ 10:52
• Singapore PM Warns US Against Isolating China Over Ukraine - edgeinvest @ 10:42
• Suntec REIT - Brighter Outlook Ahead; Keep BUY - rhbinvest @ 09:31
• Singapore Central Bank Transfers US$55 Bil of Excess Foreign Reserves to Govt - edgeinvest @ 08:55
• AEM - Game on ~ Intel News Highly Favourable for AEM - simonsg @ 08:40

Tue, 26 April 2022

• A US$71b Plunge Casts Doubt on Singapore’s New Economy Aura - edgeinvest @ 15:57 1 comment
• Nanofilm Technologies - 1Q22 Revenue in Line; Positive Outlook Despite Macro Challenges - simonsg @ 15:43
• IWOW Technology - Set to Benefit From Exponential IoT Growth - simonsg @ 15:42
• Suntec REIT - Upside From Reopening & Redevelopment Projects - simonsg @ 15:42
• Aztech Global - Resilient Demand Backdrop; 1Q22 PATMI Met Lower-end of Estimates - simonsg @ 15:41
• Keppel REIT - 1Q22 Portfolio Occupancy Boosted by Pick-Up in Leasing Activities - simonsg @ 15:41
• Yangzijiang Shipbuilding - Shipbuilding Business Materially Undervalued - simonsg @ 15:40
• Parkway Life REIT - Potential Catalyst in the Making - simonsg @ 15:40
• 25th April 2022 - Market Digest - Collin Seow @ 15:20
• Suntec REIT's Business Update for Q1 FY2022 - My Review - ljunyuan @ 13:52
• Venture Corp - Upcoming 1Q22 Should be Positive; Keep BUY - rhbinvest @ 09:52
• APAC Realty - Change of Major Shareholder - rhbinvest @ 09:52

Mon, 25 April 2022

• REIT Watch - Upcoming S-Reits' Earnings Releases Schedule - SGX @ 15:56
• LHN Logistics Ltd – Logistics Partner in Container and Chemicals - traderhub8 @ 15:34
• Why This Singapore REIT is Down 16% This Year - williekeng @ 09:15