All the information below is extracted from analyst reports. Their target prices are set by analysts with, typically, a 12-month time frame in mind. No, they are not cast in stone: You can expect them to be revised as new business developments materialise.
|
Stock |
Date |
Research house |
Recent price |
Target |
Call |
Valuation (of target price) |
| Genting Singapore | 31 July | Morgan Stanley | $1.20 |
$1.35 |
Underweight | 2014e P/E of 17.4x |
| SMRT | 31 July | Nomura | $1.44 |
1.16 |
Reduce | |
| SMRT | 30 July | Macquarie | $1.44 |
99 c |
Underperform | |
| Hutchison Port Holdings Trust | 30 July | Deutsche | USD0.76 | USD0.83 | Buy | |
| Hutchison Port Holdings Trust | 30 July | Macquarie | US$0.76 |
US$0.74 |
Neutral | |
| KSH | 30 July | UOB KH | 55 c |
71 c |
Buy | |
| OKP | 30 July | DBS Vickers | $ 0.41 |
$ 0.35 |
Hold | SOTP |
| United Envirotech | 30 July | DBS Vickers | $1.025 |
97 c |
Hold | |
| Lian Beng Group | 29 July | Maybank | 58 c |
69 c |
Buy | |
| ST Engineering | 29 July | Maybank |
$4.36 |
$4.80 |
Buy | 23x blended FY13/14 PER |
| Bumitama Agri | 29 July | Credit Suisse |
97 c |
$1.00 |
Neutral | 13XFY14E P/E |
| First Resources | 29 July | Credit Suisse |
$1.72 |
$2.41 |
Outperform | |
| Indofood Agri | 29 July | Credit Suisse |
94 c |
88 c |
Underperform | 10.0x FY14E P/E |
| Wilmar | 29 July | Credit Suisse |
$3.16 |
$3.73 |
Neutral | |
| Golden Agri | 29 July | Credit Suisse |
55 c |
67 c |
Outperform | |
| Swiber | 29 July | CIMB |
$0.73 |
$0.91 |
Outperform | |
| Swiber | 29 July | UOB KH |
$0.73 |
S$0.86 | Buy | 6.2x 2014F fully-diluted EPS |
| Mapletree Industrial Trust | 26 July | Credit Suisse |
1.38 |
1.67 | Outperform | |
| SATS | 26 July | Credit Suisse |
3.31 |
3.70 | Outperform | |
| SIA | 26 July | OCBC |
$10.25 |
$9.50 | Sell | 0.8x P/Book |
| SIA | 26 July | Credit Suisse |
$10.25 |
$12.50 | Outperform | FY14 EV/EBITDAR of 5x |
| SIA | 26 July | Maybank KE |
$10.25 |
$10.30 | Hold | P/B of 0.9X FY14E |
| SIA | 26 July | Goldman Sachs |
S$10.25 |
S$9.70 | Neutral | |
| Mapletree Industrial Trust | 25 July | Deutsche |
1.38 |
1.54 | Buy | |
| CapitaLand | 25 July | Goldman Sachs |
S$3.22 |
S$4.29 | Neutral | 12m NAV |
| CapitaMalls Asia | 24 July | Credit Suisse |
1.94 |
2.58 | Outperform | |
| SGX | 24 July | Credit Suisse |
7.55 |
9.25 | Outperform | |
| Sheng Siong Group | 24 July | Maybank KE |
69.5 c |
74 c | Hold | 25.8X FY13F P/E |
| Sheng Siong Group | 24 July | DBS Vickers |
69 c |
80 c | Buy | FY14F PE of 25x. |
| Nam Cheong | 24 July | OSK-DMG |
27.5 c |
35 c | Buy | |
| Sing Holdings | 23 July | AmFraser |
47 c |
56 c | Buy | 40% discount to RNAV |
| SGX | 23 July | Goldman Sachs |
$7.55 |
$8.00 | Neutral | 21X P/E |
| Ying Li | 23 July | UOB KH |
$0.455 |
$0.64 | Buy | |
| Raffles Medical Group | 23 July | OCBC |
3.12 |
3.42 | Buy | 29X blended FY13/14PE |
| Raffles Medical Group | 23 July | UOBKH |
3.12 |
3.78 | Buy | DCF |
| Mapletree Logistics Trust | 19 July | Credit Suisse | 1.10 | 1.42 | Outperform | |
| Keppel Corp | 19 July | Credit Suisse | 10.90 | 12.50 | Outperform | |
| Keppel Corp | 18 July | Barclays | 10.90 | 13.30 | Overweight | Sum of the parts |
| Capita Commercial Trust |
17 July | Goldman Sachs | $1.50 | $1.86 | Buy | DCF |
| Keppel Land | 17 July | Goldman Sachs | $3.57 | $4.09 | Neutral | 12-mth NAV |
| Ascendas REIT | 17 July | DBS Vickers | $2.24 | $ 2.50 | Buy | |
| Singapore Airlines | 17 July | Maybank KE | 10.21 | $10.50 | Hold | |
| Thai Beverage | 16 July | UBS | $$0.61 | $$0.51 | Sell | Sum of the parts |
| M1 | 17 July | Maybank KE | 3.12 | $3.69 | Buy | DCF |
| KepCorp | 16 July | Maybank KE | $10.84 | $12.10 | Buy | SOTP/DCF |
| SembCorp Marine | 16 July | Maybank KE | $4.47 | $5.20 | Buy | SOTP |
| Cosco | 16 July | Maybank KE | $0.73 | $0.65 | Sell | Price to book |
| Yangzijiang | 16 July | Maybank KE | $0.86 | $0.93 | Hold | Sum of the parts |
| M1 | 16 July | Deutsche | 3.12 | 3.72 | Buy | DCF |
| SPH | 16 July | Deutsche | 4.33 | 4.09 | Hold | Sum of the parts |
| Ezra | 15 July | DBS Vickers | $0.955 | $ 0.90 | Fully valued | |
| OSIM | 15 July | Maybank KE | $2.05 | $2.53 | Buy | 18x FY13F |
| Noble | 15 July | UOB KH | $0.91 | $0.92 | Hold |
30% discount to its long-term mean PE of 15.3x |
| Keppel Corp | 15 July | Credit Suisse | 10.83 | 13.70 | Outperform | |
| Vard Holdings | 12 July | Credit Suisse | 87 c | 80 c | Underperform | |
| Biosensors | 11 July | Deutsche | 1.06 | 1.15 | Hold | 7X FY2014 EPS |
| Roxy-Pacific | 10 July | OCBC | 60.5 c | 76 c | Buy | 30% RNAV discount |
| Tiger Airways | 10 July | JP Morgan | S$0.63 | S$0.90 | Overweight | |
| Fortune REIT | 10 July | StanChart | HKD 6.81 | HKD 8.20 | Outperform | |
| Eu Yan Sang | 10 July | CIMB | 77 c | 89 c | Outperform | 16.3x CY14 P/E |
| Tat Hong | 10 July | DBS Vickers | $1.18 | $1.43 | Buy | 12x FY14F PE |
| Goodpack | 10 July | OCBC | $1.56 | $1.80 | Outperform | 14.9x CY14 P/E |
| Keppel Corp | 9 July | Daiwa | $10.56 | $12.80 | Buy | SOTP/PER |
| CityDev | 9 July | StanChart | 10.78 | 13.30 | Outperform | 0.92x RNAV |
| Suntec REIT | 9 July | Maybank KE | 1.565 | 1.75 | Buy | |
| Hutchinson Port Holdings Trust | 9 July | DBS Vickers | US$0.745 | US$0.82 | Buy | |
| Cambridge Industrial Trust | 8 July | StanChart | 71 c | 82 c | Outperform | |
| NOL | 8 July | Maybank KE | 1.06 | 1.25 | Hold | FY13-14E P/BV of 1.1X |
| Tat Hong | 8 July | CIMB | $1.19 | $1.75 | Outperform | 11x CY14 P/E |
| AusGroup | 5 July | OSK | 37 c | 33 c | Sell | 0.8x P/B |
| Biosensors | 4 July | Maybank KE | $1.08 | $1.17 | Hold | SOTP |
| Comfort DelGro | 4 July | Credit Suisse | 1.85 | $2.10 | Outperform | 16x FY14E P/E |
| Singapore Exchange | 4 July | Credit Suisse | 7.08 | 9.25 | Outperform | |
| MTQ | 4 July | OSK-DMG | $1.35 | $1.76 | Buy | 8x FY14F EPS |
| Suntec REIT | 3 July | Daiwa | $1.595 | $2.01 | Buy | DDM |
| CapitaMall Trust | 3 July | Daiwa | $2.00 | $1.95 | Hold | |
| ST Engineering | 2 July | OSK-DMG | 4.12 | 4.70 | Buy | DCF |
| Vard | 1 July | DBS Vickers | $1.09 | $1.16 | Hold | 8x FY13 EPS |
Previous month's compilation: TARGET PRICES (June, SG)
