Blog Headlines

Tue, 19 February 2019

• ATFX Market Update - 2019.02.19 - AFTX @ 09:46
• DBS Group Holdings Ltd – Stellar ROE Supported by Recurrent Interest Income - traderhub8 @ 09:41
• Thai Beverage PLC – a Spirited Recovery - traderhub8 @ 09:41
• Phillip Capital Morning Note - traderhub8 @ 09:40

Mon, 18 February 2019

• ISOTeam Ltd - Margin Pressures Persist; a Challenging Macro - simonsg @ 22:52
• Sasseur Reit - DPU For FY18 Exceeds IPO Forecast By 12.6% - @ 20:29
• OCBC- [ First Target Hit, Running Ahead Of Results, What Should We Do Now?] - humblestock @ 16:15
• StarHub Limited – Triple Whammy, Only Enterprise Shines - traderhub8 @ 14:41
• DBS Group - 4Q18 First Take ~ NIM Expansion to Continue in FY19 - simonsg @ 14:40
• ATFX Market Update - 2019.02.18 - AFTX @ 11:30
• Phillip Capital Morning Note - traderhub8 @ 10:03
• Thai Beverage - 1QFY19 Approaching Peak Consumption, Downgrade to HOLD - simonsg @ 09:38
• DBS - More NIM Widening as Loans Reprice - simonsg @ 09:38

Sat, 16 February 2019

• Manulife Reit - Blogger's Meet & Greet Session - @ 13:44

Fri, 15 February 2019

• Singapore Airlines - Outlook for FY20F Has Improved on Cheaper Fuel - simonsg @ 18:29
• Genting Singapore - Ride on Solid Visitor Growth; Keep BUY - simonsg @ 18:29
• Singapore Telecommunications Limited – Delay in Recovery of Associates - traderhub8 @ 16:45
• StarHub - Earnings Rebound Likely to be Delayed - simonsg @ 16:44
• Thai Beverage - Happy Hour Started - simonsg @ 16:44
• StarHub - Dialling Down on Dividends - simonsg @ 14:35
• Centurion Corporation – Limited Opportunities in Penang (Site Visit Note) - traderhub8 @ 14:35
• Singapore REITs Monthly – Monthly Tracker: February 2019 - traderhub8 @ 14:35
• Phillip Capital Morning Note - traderhub8 @ 14:35
• How to Swing Sell - 11 Feb Webinar Summary & Trade Ideas - Collin Seow @ 14:26
• ATFX Market Update - 2019.02.15 - AFTX @ 10:03
• StarHub - 4Q18 Weak Results But in Line - simonsg @ 09:38
• Thai Beverage - 1QFY9/19 Results Review ~ Volumes Up! - simonsg @ 09:06
• Singapore Airlines (SIA) - 3Q19 Results in Line; Maintain BUY - simonsg @ 09:06
• NetLink NBN Trust - 3QFY19 Moderation in Growth for Non-Residential - simonsg @ 09:05
• Silverlake Axis - Strong Quarter, Expecting Better Growth Ahead - simonsg @ 09:04
• StarHub - Not Bad Actually - simonsg @ 09:04

Thu, 14 February 2019

• Feb 19 - Portfolio & Networth Update - @ 21:35
• Silverlake Axis Ltd - Stellar Growth, Beating Expectations - simonsg @ 18:30
• SingTel - Lower Guidance Likely Priced in - simonsg @ 18:00
• NetLink NBN Trust - in Netlink We Trust - simonsg @ 18:00
• Avi-Tech Electronics - Still Suffering From Slowdown - simonsg @ 16:44
• Far East Hospitality Trust - Recovery Gaining Traction - simonsg @ 15:57
• SATS Ltd – Underlying Growth Remains Intact - traderhub8 @ 11:10
• ATFX Market Update - 2019.02.14 - AFTX @ 11:09
• ComfortDelGro Corp Ltd – Powered by Public Transport Services - traderhub8 @ 10:14
• Phillip Capital Morning Note - traderhub8 @ 10:04
• NetLink NBN Trust: Residential Fibre Connections Exceeds Expectations - kimeng @ 09:07
• Singtel: 3QFY19 Below Expectations - kimeng @ 09:07
• SATS Ltd: Growing Steadily - kimeng @ 09:06
• ComfortDelGro: Flattish Year in 2018 - kimeng @ 09:05
• Far East Hospitality Trust: Delivering a VDay Present to Unitholders - kimeng @ 09:05
• SingTel - Accumulate on Any Weakness, Bharti Comes Free - simonsg @ 09:04
• Wing Tai Holdings Ltd: Looking Abroad - kimeng @ 09:04
• Jumbo Group - a Mixed Bag - simonsg @ 09:03
• SATS - Earnings Lifted by Associates - simonsg @ 09:02
• Perennial Real Estate Holdings - Capital in the Capitol - simonsg @ 09:02
• SATS - 3QFY19 Flat Underlying Earnings; But Stay Invested - simonsg @ 09:01
• Far East Hospitality Trust - a Rendezvous Not to be Missed - simonsg @ 09:01
• ComfortDelGro - Where’s the Taxi Competition? Raise to BUY - simonsg @ 08:45
• SingTel - Guidance Moderated, Lacking Catalyst - simonsg @ 08:45
• Kimly - Higher Costs Eat Into Profitability; NEUTRAL - simonsg @ 08:44
• Valuetronics - Likely Overhang From Smart Lighting; Now NEUTRAL - simonsg @ 08:44

Wed, 13 February 2019

• SIA Engineering Company Ltd – Marred by One-time Events - traderhub8 @ 21:55
• 800 Super Holdings Ltd – Ceasing Coverage - traderhub8 @ 21:55
• Far East Hospitality Trust - Q4 FY18 Operational Performance Improves Again! - @ 20:13
• Frasers Property Limited - Off to a Good Start - simonsg @ 17:59
• Far East Hospitality Trust - An Encouraging Finale to 2018 - simonsg @ 17:59
• Health Management International – Sights Set for the Long Haul - traderhub8 @ 15:50
• SMT TV Episode 17 - Technical Analysis: Good to use? - Collin Seow @ 14:42
• ATFX Market Update - 2019.02.13 - AFTX @ 14:16
• Valuetronics Holdings Ltd - 3QFY3/19 Rising Trade Tensions - simonsg @ 12:07
• ComfortDelGro - FY18 in Line; En-route to Stronger Growth - simonsg @ 12:07
• Far East Hospitality Trust: 4Q RevPAR and RevPAU Each Up 7.5% YoY! - kimeng @ 09:41
• Hutchison Port Holdings Trust: HK$12.3b Non-cash Impairment - kimeng @ 09:40
• Phillip Capital Morning Note - traderhub8 @ 09:38
• Frasers Property Limited - Yielding Attractively - simonsg @ 08:44
• Mm2 Asia - In Need of Deleveraging - simonsg @ 08:41
• SATS Ltd - Return to Favoured Ground - simonsg @ 08:38
• Valuetronics - Resilient Execution - simonsg @ 08:37
• Hutchison Port Holdings Trust - Uncertainties Abound - simonsg @ 08:37

Tue, 12 February 2019

• Singapore Coal Monthly – Force Majeure Shocked the Markets - traderhub8 @ 20:39
• China Aviation - [ Will Our Third Target Be Met? ] - humblestock @ 17:41
• Thai Beverage - Bring on the Pints, Please - simonsg @ 15:50
• ATFX Market Update - 2019.02.12 - AFTX @ 14:42
• Phillip Capital Morning Note - traderhub8 @ 11:43
• Mapletree Industrial Trust: Placement to Raise Gross Proceeds of S$201m - kimeng @ 11:39
• Guangzhou R&F (2777 HK): Sell Into Strength - kimeng @ 11:39
• Bumitama Agri - 4Q18 Results Preview ~ Inventory Drawdown Compensates for Weak Selling Prices - simonsg @ 09:36
• Manulife US REIT - Renewed Optimism - simonsg @ 09:36
• APAC Realty - Deepening Overseas Presence - simonsg @ 09:35
• Manulife US REIT - Proving Its Mettle; Remains a Top Pick - simonsg @ 09:35

Mon, 11 February 2019

• SIA Engineering - Dividend Expectations Lowered - simonsg @ 21:55
• APAC Realty - Regional Expansion Plans in Indonesia and Thailand - simonsg @ 21:54
• Manulife Reit - Strong Performance To End The Year - @ 20:24
• SingTel - Accumulate for 5.7% Yield - Bharti Comes Free - simonsg @ 17:42
• Venture Corporation - Expecting Q-o-Q Revenue Growth - simonsg @ 17:42
• SIA Engineering - [ Lower Results Led To Lower Price, Down 5%!] - humblestock @ 17:19
• SIA Engineering - 3Q FY19 Hit by One-Off Items - simonsg @ 11:37
• Venture Corporation - 4Q18 Earnings Preview ~ Phillip Morris Is Cautiously Optimistic - simonsg @ 11:37
• ATFX Market Update - 2019.02.11 - AFTX @ 11:34
• Phillip Capital Morning Note - traderhub8 @ 09:51

Sun, 10 February 2019

• Singapore Post - 3QFY19 E-Commerce Remains a Drag, at Risk of Further Impairments (Again) - simonsg @ 09:35

Fri, 8 February 2019

• Cash Flow Suffering? Roll Your Sleeves Up! - @ 20:57
• SIA Engineering - Steady Quarter; Yield Play - simonsg @ 17:42
• UMS - [ UP 8%! Good Start To The Chinese New Year!] - humblestock @ 16:34
• Anhui Conch (914 HK/600585 CH): Along With the Market - kimeng @ 13:32
• Mapletree Commercial Trust - Riding on Its Two Gems - simonsg @ 11:46
• CDL Hospitality Trusts - A Proxy to the Recovering RevPAR - simonsg @ 11:45
• ComfortDelGro Corporation - 4Q18 Results Preview ~ Not Expecting Surprises - simonsg @ 08:49

Thu, 7 February 2019

• Asia Wealth Virtual Summit 2019 - 23 February 2019 - @ 20:36
• Ezion Holdings - Not Out of the Woods Yet - simonsg @ 13:24
• DBS Group - 4Q18 Results Preview ~ to Deliver Good Results Despite Headwinds - simonsg @ 08:49

Wed, 6 February 2019

• Jamaica Equities Market Up Almost 300% Over Past 5 Years - @ 17:41

Tue, 5 February 2019

• Happy Chinese New Year! - humblestock @ 09:22

Mon, 4 February 2019

• Centurion Corp - Penang’s First Purpose-Built Workers Housing - simonsg @ 13:24
• Wilmar - [ Take Profit Before Profit Taking? ] - humblestock @ 12:03
• CapitaLand Retail China Trust - Securing a New Growth Runway - simonsg @ 08:48

Sat, 2 February 2019

• How Do You Value A Company With Negative Terminal Growth Rate (APTT Case Study) - @ 09:41

Fri, 1 February 2019

• Sembcorp Industries - 4Q18 Earnings Preview ~ Reflections of a Slow Quarter - simonsg @ 17:01
• Sembcorp Marine - 4Q18 Earnings Preview ~ Expect Losses, Focus on the Brasils - simonsg @ 17:01
• Singapore Post: Risk of Impairment to US Businesses - kimeng @ 15:53
• CapitaLand Retail China Trust: Divestment of Saihan, Acquisition of Hohhot Mall - kimeng @ 15:53
• Starhill Global REIT: Beneficiary of Orchard Road Revitalisation - kimeng @ 15:52
• Singapore Banking Monthly – Consumer Loans Pulling Back But NIMs Stay Healthy - traderhub8 @ 15:50
• Singapore Post Ltd - 3QFY3/19 Not Out of the Woods Yet - simonsg @ 12:10
• ATFX Market Update - 2019.02.01 - AFTX @ 10:47
• Phillip Capital Morning Note - traderhub8 @ 10:23
• Frasers Hospitality Trust - Potential Upside to NAV Soon? - simonsg @ 08:48
• Singapore Post - US E-Commerce Losses Continue to Widen - simonsg @ 08:47

Thu, 31 January 2019

• Sevak Limited shares - Trade with Caution - @ 23:50
• Saving Too Much For Retirement ? - STE @ 16:58
• Recent Action - Starhill Global Reit - @ 14:47
• Ascendas REIT – Grabbing a New Tenant - traderhub8 @ 12:39
• OUE Commercial REIT: Working on Downtown - kimeng @ 12:39
• Ascendas REIT: Grab It When Opportunity Arises - kimeng @ 12:38
• OUE Hospitality Trust: 2019 Is the Year! - kimeng @ 12:37
• OUE Commercial REIT - Time to Play Catch Up - simonsg @ 12:09
• ATFX Market Update - 2019.01.31 - AFTX @ 11:09
• ComfortDelGro - 60 Days After Go-JEK’s Soft Launch… - simonsg @ 10:22
• Silverlake Axis - Overhang Cleared, Positive 2Q19 Ahead; BUY - simonsg @ 10:21
• Phillip Capital Morning Note - traderhub8 @ 10:13
• Starhill Global REIT - Upcoming Renewal of Master Lease in Malaysia a Key Catalyst to Watch - simonsg @ 08:47
• Ascendas REIT - Grab-bing More Growth - simonsg @ 08:46
• Frasers Hospitality Trust - More Than a Value Play - simonsg @ 08:46

Wed, 30 January 2019

• OUE Hospitality Trust - Stronger RevPAR in 2018 - simonsg @ 22:26
• Starhill Global REIT: 2QFY19 Results Slightly Below Expectations - kimeng @ 16:47
• OUE Hospitality Trust: 4Q18 Results Within Expectations - kimeng @ 16:46
• CDL Hospitality Trusts: Wait for a Better Entry Point - kimeng @ 16:45
• M1 Limited – ARPU Pressure Offset by Subscriber Growth - traderhub8 @ 16:43
• Micro-Mechanics (Holdings) Ltd – 2018 a Difficult Comp - traderhub8 @ 16:42
• Ascott Residence Trust: 4Q Results Beat! - kimeng @ 16:42
• Phillip Capital Morning Note - traderhub8 @ 16:41
• United Overseas Bank - Safe, Solid Execution - simonsg @ 15:53
• CDL Hospitality Trusts - Looking Forward to a Stronger FY19F - simonsg @ 15:52
• Ascendas REIT - Grab-ing New Opportunities - simonsg @ 15:51
• SMT TV Episode 16 - The Good and Bad of Fundamental Analysis - Collin Seow @ 13:00
• Ascott Residence Trust - 4Q18 in Line - simonsg @ 12:11
• CDL Hospitality Trusts - 4Q18 Above Expectation - simonsg @ 12:11
• OUE Commercial REIT - Brightening Prospects - simonsg @ 12:10
• OUE Hospitality Trust - in Transition to a Higher Plane - simonsg @ 12:10
• ATFX Market Update - 2019.01.30 - AFTX @ 11:45
• Ascott Residence Trust - Acquisition-Driven Growth - simonsg @ 10:21
• Japfa Ltd - Postcards From Saigon - simonsg @ 10:20
• DBS Group - Finally the Bride? - simonsg @ 10:13
• OCBC Bank - Some Catching Up to Do - simonsg @ 10:12
• Starhill Global REIT - Weaker Performance - simonsg @ 10:12

Tue, 29 January 2019

• M1 - Soft Quarter - simonsg @ 22:23
• Forced To Close Off My UMS Positions - @ 19:33
• YZJ Shipbldg - [ Steady Ship In A Turbulent Market] - humblestock @ 19:13
• AEM Holdings - After the Rain Comes a Rainbow - simonsg @ 16:40
• SHS Holdings Ltd - Eyeing New Zealand for Prefab Growth - simonsg @ 16:39
• SHS Holdings Ltd – the Excitement in Modular Housing - traderhub8 @ 12:40
• M1 - 4Q18 Not a Rosy Quarter - simonsg @ 12:39
• Fortune REIT - Steady Climb - simonsg @ 10:12
• CDL Hospitality Trusts - Recovery Underway - simonsg @ 10:11
• Parkway Life REIT - Steady as She Goes - simonsg @ 10:11
• Phillip Capital Morning Note - traderhub8 @ 09:24
• Ascott Residence Trust: 4Q18 DPU Up 5% YoY - kimeng @ 09:20
• CDL Hospitality Trusts: Results Within Expectations - kimeng @ 09:20
• M1 Ltd: 18 Feb Draws Closer - kimeng @ 09:19
• Mapletree North Asia Commercial Trust: Steady as She Goes - kimeng @ 09:18

Mon, 28 January 2019

• SIA Engineering - [ At Support Now, What Does The Chart Says? ] - humblestock @ 22:25
• United Overseas Bank - Relatively Less Affected by Market Volatility - simonsg @ 17:30
• DBS Group - Hope for NIM Expansion, Upgrade on Valuations - simonsg @ 17:30
• Y Ventures Group Ltd - Accounting Errors in 1H2018 Results; Expect Full Year Net Loss - simonsg @ 16:39
• OCBC - Potentially Closing the Dividend Gap - simonsg @ 16:39
• Mapletree North Asia Commercial Trust - Still Showing Resilience - simonsg @ 16:38
• Japfa Ltd - Key Takeaways From Vietnam Visit - simonsg @ 16:37
• Cache Logistics Trust – 2019 Challenges Ahead - traderhub8 @ 12:10
• Mapletree North Asia Commercial Trust: 3QFY19 Results Met Our Expectations - kimeng @ 10:26
• Frasers Logistics & Industrial Trust: Slight Dip in DPU But Not a Surprise - kimeng @ 10:24
• Cache Logistics Trust: Revising Our Expectations - kimeng @ 10:23
• Phillip Capital Morning Note - traderhub8 @ 10:19
• Golden Agri-Resources - Landbank Rejuvenation Needed; Cut to Sell - simonsg @ 08:40

Fri, 25 January 2019

• Frasers Logistics & Industrial Trust - No Surprises - simonsg @ 17:29
• Cache Logistics Trust - Slow Quarter, Recovery Mode - simonsg @ 16:38
• Singapore Exchange - Derivatives the Key Driver; Maintain BUY - simonsg @ 16:38
• Keppel Corporation - Pulling More Weight in FY19 - simonsg @ 13:11
• CapitaLand Commercial Trust - Many Legs Still to Run - simonsg @ 13:11
• ATFX Market Update - 2019.01.25 - AFTX @ 10:56
• CapitaLand Commercial Trust – a Robust Year - traderhub8 @ 10:19
• SGX – Boost in Derivatives Earnings to Offset Headwinds - traderhub8 @ 10:19
• Cache Logistics Trust - Looking for Growth in a Challenging Environment - simonsg @ 09:36
• Ascendas India Trust - Still Flying Despite Currency Headwinds - simonsg @ 09:27
• Fortune REIT - FY18 Final Result Preview - simonsg @ 08:46

Thu, 24 January 2019

• Mapletree Commercial Trust - Simply Steady - simonsg @ 17:33
• Sembcorp Industries - [ A Quick Short After Breaking Down, At The Support Now? ] - humblestock @ 15:10 1 comment
• Singapore Exchange - 2QFY6/19 Y-o-y & Q-o-q Stronger - simonsg @ 13:11
• CapitaLand Commercial Trust: 4Q18 Results Within Our Expectations - kimeng @ 11:05
• Suntec REIT: Expect Further Positive Rental Reversions Ahead - kimeng @ 11:04
• CapitaLand Mall Trust: Westgate Fixed; JCube and Lot One You’re Next! - kimeng @ 11:04
• Mapletree Commercial Trust: Time for a Breather - kimeng @ 11:03
• CapitaLand Mall Trust Still -weak Reversions Despite Underlying Recovery in Tenant Sales - traderhub8 @ 11:01
• Mapletree Industrial Trust – Negative Rental Reversions - traderhub8 @ 11:01
• Keppel DC REIT – a Good Close to the Year - traderhub8 @ 11:01
• Phillip Capital Morning Note - traderhub8 @ 10:58
• ATFX Market Update - 2019.01.24 - AFTX @ 10:36
• Singapore Airlines (SIA) - Time to be Positive, Upgrade to BUY - simonsg @ 09:36
• Y Ventures Group Ltd - Erroneous Accounting Reveals Dismal Situation - simonsg @ 09:28
• Suntec REIT - Work in Progress - simonsg @ 09:20
• Mapletree Commercial Trust - the Fort Knox of REITs - simonsg @ 09:18
• Suntec REIT - Better Days Ahead - simonsg @ 09:17

Wed, 23 January 2019

• Can SG Retail Scene Catch Up With Their Counterparts in HK? - @ 21:49
• Venture - [ Hitting Resistance? What Does The Chart Say?] - humblestock @ 15:21
• SMT TV Episode 15 - Follow The News To Trade? Big Mistake. - Collin Seow @ 14:45
• ATFX Market Update - 2019.01.23 - AFTX @ 11:25
• Frasers Centrepoint Trust - Falling Tenant Sales Hindrance to Healthier Reversions - traderhub8 @ 09:32
• Singapore Healthcare Monthly - Public Healthcare Still in the Lead - traderhub8 @ 09:31
• Keppel Infrastructure Trust - M&A Activity Drives Interest - simonsg @ 09:30
• Keppel DC REIT - A Good Close to the Year - traderhub8 @ 09:30
• Phillip Capital Morning Note - traderhub8 @ 09:27
• Mapletree Commercial Trust - Good Performance From VivoCity and Office - simonsg @ 09:15
• CapitaLand Mall Trust - Expanding the Store - simonsg @ 09:15
• Singapore Airlines - 3QFY3/19F Results Likely to be Weak - simonsg @ 08:35
• Mapletree Industrial Trust - Delivering on High-Tech - simonsg @ 08:34

Tue, 22 January 2019

• Frasers Centrepoint Trust – Falling Tenant Sales Hindrance to Healthier Reversions - traderhub8 @ 17:56
• Singapore Healthcare Monthly – Public Healthcare Still in the Lead - traderhub8 @ 17:55
• Keppel REIT - DPU Weakness to Persist in the Near-Term - simonsg @ 17:40
• ATFX Market Update - 2019.01.22 - AFTX @ 10:42
• M1 Ltd: Extension of Closing Date - kimeng @ 09:46
• Soilbuild REIT: 4Q18 Results Above Expectations - kimeng @ 09:43
• Phillip Capital Morning Note - traderhub8 @ 09:39
• Midea Group (000333 CH): Robotics Arm Cites Uncertainties - kimeng @ 09:38
• Keppel DC REIT - Boosted by New Acquisitions - simonsg @ 09:20
• Mapletree Logistics Trust - Positive Results Despite Challenges Ahead - simonsg @ 09:19
• Frasers Centrepoint Trust - From Strength to Strength - simonsg @ 09:16
• Mapletree Logistics Trust: Growing Without Borders - kimeng @ 09:12
• Frasers Centrepoint Trust: Goodbye to You My Trusted Friend - kimeng @ 09:12
• Keppel REIT - Better Prospects Ahead - simonsg @ 08:40
• Mapletree Logistics Trust - Eyeing Stability - simonsg @ 08:34

Mon, 21 January 2019

• Phillip Capital Morning Note - traderhub8 @ 10:36
• First REIT – A Cautionary Tale - traderhub8 @ 10:35
• Sembcorp Marine - [ Off To A Good Monday Morning! Our Next Target? ] - humblestock @ 10:23
• ESR-REIT - Turning the Corner - simonsg @ 08:43
• CapitaLand Mall Trust - Unveiling New “Phygital” Retail Concept - simonsg @ 08:42
• Frasers Centrepoint Trust - Strong Performance From the Larger Malls - simonsg @ 08:34
• Keppel REIT - Business as Usual - simonsg @ 08:33
• Thai Beverage - Cheering on 2019 - simonsg @ 08:33