| Excerpts from DBS Vickers report With STI falling by nearly 9% in January, small cap names were not spared and our picks fell by an average of 5.9% since our last issue of SMC Monthly. We focus our picks on names that should report strong earnings or declare an attractive dividend.  Japfa: Parent stock chickens used to lay eggs for DOC (day-old chicks). Photo: RHBWe expect good results from - Japfa, Riverstone, mm2, Osim while dividend yield for CMH Pacific is attractive at c.7%. CMH is likely to reward shareholders with a final dividend of up to 3.5Scts. Value is also emerging from the P/BV perspective. We highlight a couple of names that offer value: Midas Holdings (BUY, TP S$0.49) is trading at c. 0.5x P/BV despite being profitable, 2) Perennial Real Estate Holdings (BUY, TP S$1.32) is at just 0.5x P/BV and 3) Centurion Corporation (BUY, TP S$0.59) trades at 0.6x P/BV and less than 7x PE. We also feature leading local F&B group, Jumbo, whose growth is underpinned by new outlets in Shanghai and Singapore, in an Equity Explorer. For SMC Radars, we highlight Best World, Serial System, and Sunningdale. See: BEST WORLD: Takeaways from discussion on direct-selling prospects in China RIVERSTONE: Oct 2015 factory visit video by NextInsight SERIAL SYSTEM: Dividend yield expected to be 6-8% over next 12 months JAPFA: Day-old-chick prices spike up |
Stock Price
AEM Holdings (AWX) 2.370 0.020 (0.85%) Best World (CGN) 2.460 0.000 (0.00%) Boustead Singapore (F9D) 0.960 0.000 (0.00%) Broadway Ind (B69) 0.128 0.000 (0.00%) China Aviation Oil (S) (G92) 0.920 0.015 (1.66%) China Sunsine (QES) 0.410 0.000 (0.00%) ComfortDelGro (C52) 1.490 0.000 (0.00%) Delfi Limited (P34) 0.895 -0.005 (-0.56%) Food Empire (F03) 1.280 0.030 (2.40%) Fortress Minerals (OAJ) 0.310 0.000 (0.00%) Geo Energy Res (RE4) 0.310 0.000 (0.00%) Hong Leong Finance (S41) 2.500 0.000 (0.00%) Hongkong Land (USD) (H78) 3.060 0.030 (0.99%) InnoTek (M14) 0.525 0.000 (0.00%) ISDN Holdings (I07) 0.310 0.005 (1.64%) ISOTeam (5WF) 0.042 -0.001 (-2.33%) IX Biopharma (42C) 0.043 0.000 (0.00%) KSH Holdings (ER0) 0.245 -0.005 (-2.00%) Leader Env (LS9) 0.051 0.001 (2.00%) Ley Choon (Q0X) 0.046 0.003 (6.98%) Marco Polo Marine (5LY) 0.067 0.002 (3.08%) Mermaid Maritime (DU4) 0.141 0.003 (2.17%) Nordic Group (MR7) 0.340 0.000 (0.00%) Oxley Holdings (5UX) 0.088 -0.001 (-1.12%) REX International (5WH) 0.138 0.002 (1.47%) Riverstone (AP4) 0.815 0.015 (1.87%) Southern Alliance Mining (QNS) 0.445 0.015 (3.49%) Straco Corp. (S85) 0.490 0.000 (0.00%) Sunpower Group (5GD) 0.210 0.010 (5.00%) The Trendlines (42T) 0.069 0.000 (0.00%) Totm Technologies (42F) 0.022 0.000 (0.00%) Uni-Asia Group (CHJ) 0.830 -0.005 (-0.60%) Wilmar Intl (F34) 3.490 0.040 (1.16%) Yangzijiang Shipbldg (BS6) 1.740 0.020 (1.16%)
