Brokers' Call

Valuetronics - Decent showing despite headwinds

Despite a 1.3% YoY fall in revenue, 2QFY19 core PATMI (+14% YoY) met our expectation driven by a favourable product mix and FX gain...
 

SIA Engineering - Less Icarus, more Phoenix

SIE’s share price, close to nine-year lows, has been on a decline for the past two and a half years due to growth concerns caused by structural changes in aviation MRO...
 

Sasseur REIT - Another strong quarter; 4Q18 should be even better

Sasseur REIT reported another strong set of earnings with DPU of SGD1.542cts, 4.5% ahead of its IPO projection...
 

mm2 Asia - Brighter 2H Picture

1HFY19 core EPS forms 41%/41% of MKE/consensus estimates (Fig 1). With 2H traditionally driving the bulk of its annual profits - 58% in 2HFY18, results were in line...
 

Japfa Ltd - On a high protein diet

Fuelled by the rebound in PT Japfa Tbk (JPFA IJ; IDR2,240; NR) and APO divisions, YTD FY18 has been far stronger than we expected...
 

CapitaLand Mall Trust - Less An Impulse Purchase

CMT’s shares have held up well against the market in spite of underlying sector weakness...
 

Bumitama Agri - Delay in sales and profit recognition

Despite posting a strong 35% YoY output growth in 3Q18, BAL has failed to sell as much produce due to industry-wide logistics issues in Kalimantan...
 

Moya Holdings Asia

Topline for the first nine months of 2018 surged 181 per cent with profit after tax and minority Interests (Patmi) growing 185 per cent to S$22.9 million,..
 

Sembcorp Industries

Sembcorp Industries (SCI) offers a unique value proposition as a proxy to ride the cyclical offshore and marine (O&M) upturn, and is supported by a defensive utilities business...
 

NETLINK NBN TRUST

Netlink NBN Trust's Q2 FY19 results exceeded its IPO expectations...
 

Educator Index

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