Thursday, January 8, 2015

SGX Stock Recommendations : Epic Research Singapore


MARKET UPDATES :
  • THE 2015 Singapore Budget statement will be delivered on Feb 23 by Deputy Prime Minister and Finance Minister Tharman Shanmugaratnam.There will be a live television and radio coverage of the Budget statement.A live webcast of the delivery will also be available on the Singapore Budget website. The statement will also be uploaded on the website after the speech has been delivered.
  • The plunge in crude prices will give a much-needed boost to Asia’s oil-guzzling economies and provides governments a “golden opportunity” to implement crucial structural reforms such as cutting expensive energy subsidies, analysts say.A slowdown in the key export markets of Europe, China and Japan, the end of US stimulus measures, and an expected US rate hike – fuelling a flight of foreign cash in search of better returns – has left some governments having to make tough decisions to get back on track.
  • CHINESE shipbuilder JES International Holdings saw 107.861 million shares switching hands by noon on Wednesday, pushing its share price up 17.65 per cent. Its counter jumped 0.06 cent to S$0.04.This has prompted the Singapore Exchange to query the mainboard-listed company on unusual trading activity.Besides shipbuilding, JES provides diversified services from offshore engineering to global trading and investment.It has its shipbuilding and offshore engineering base in China’s Jiangsu province. The company also has research and development, sales and marketing, as well as procurement centres in Singapore.
  • UOB is suing Lippo Group’s subsidiary and seven others over SGD181m in housing loans for the purchase of 38 condominium units at Marina Collection in Sentosa. Loans for 37 of these have defaulted. It said it was not informed of the 22-34% discounts offered for the units and that the buyers had secured inflated home loans from the bank.
  • First Resources is relatively better positioned among peers to ride through the headwinds and deliver decent profits. FR’s strength lies in its balanced age profile that ensures good production growth and cash flow. This, together with prudent cost control and flexible downstream operations, makes FR one of the most profitable plantation companies.

  • OUE Hospitality Trust – Looking past near-term volatility-:Recent market data point to potentially softer earnings in 4Q14 as the hotel segment continues to be impacted by slow visitor arrivals and rupiah volatility. Despite potential near-term earnings fluctuations, we remain bullish on OUE-HT as we believe this REIT is well-positioned to ride on a more sanguine tourism outlook for 2015. We reiterate our Add rating with a slightly higher DDM-based (discount rate: 7.9%) target price of S$1.00 which factors in additional income from the recently announced CPCA acquisition.
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