buy sell hold 



United Hampshire US REIT (UHU SP)

Defensive Yield From Necessity Consumption Of Groceries And Self-storage


United Hampshire US REIT’s (UHU) grocery-anchored and necessity-based retail properties cater to essential basic necessities, which are e-commerce resistant due to prohibitive last-mile logistic costs. Its defensive strength is further reinforced by bluechip tenants and a long WALE of 8.4 years. Demand for self-storage space is growing, due to an outflow of population from New York City to suburban areas in New Jersey and residents have to declutter their homes to create space for their home offices. Initiate coverage with BUY. Target price: US$0.92.


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1H21 Outlook: Reopening And Revitalising


The year 2021 will be a reopening year that is characterised by: a) lower market volatility; and b) a wide breadth of recoveries (pandemic-hit stocks). However, the recoveries of cyclical stocks would be uneven through the year. We conservatively peg our year-end FBMKLCI target at 1,640 or -1SD to mean PE, to factor in a retreat in PPErelated stocks. Strategy: employing a dynamic blend of reopening, value/high dividend yielding and growth stocks.


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Utilities – Malaysia

Earnings Recovery In 2021 As TNB Will Maintain Stable Returns


We expect sector earnings to recover by 11% in 2021, on the back of an 8% yoy earnings contraction in 2020 given CSR contribution and bad debt provision by TNB. Key catalysts include: a) large scale solar 4 win – positive for Cypark, TNB, Malakoff; b) favourable RP3 outcome; c) active capital management; and d) TNB’s foray into the fixed-line broadband business. Key risks include selldown due to ESG compliance. Maintain OVERWEIGHT. Top pick is TNB.


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Electric Vehicles – China

Approaching An Inflection Point


The world is approaching an inflection point of wide EV adoption. This comes as: a) EV cost is falling to parity with ICE car cost along with battery cost decline; and b) ICE car cost is being elevated by tightening emission regulations. Tesla’s localising production in China provides emerging investment opportunities. Maintain OVERWEIGHT. Top picks: BYD, CATL and Minth. Initiate coverage on Xusheng with BUY and target price of Rmb52.00.


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LionelLim8.16Check out our compilation of Target Prices

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Counter NameLastChange
AEM Holdings3.240-0.030
Avi-Tech Electronics0.245-0.005
Best World1.690-0.030
Broadway Ind0.090-
China Sunsine0.395-0.005
Delfi Limited1.130-
Food Empire1.1100.020
Fortress Minerals0.310-
Geo Energy Res0.280-0.005
GSS Energy0.028-
Hong Leong Finance2.480-
Hongkong Land (USD)3.260-0.020
ISDN Holdings0.325-0.010
IX Biopharma0.0430.001
Jiutian Chemical0.024-0.001
KSH Holdings0.300-
Leader Env0.054-0.001
Medtecs Intl0.1540.002
Nordic Group0.400-
Oxley Holdings0.098-0.002
REX International0.162-0.004
Sinostar PEC0.120-0.005
Southern Alliance Mining0.670-
Straco Corp.0.475-
Sunpower Group0.240-
The Trendlines0.090-
Totm Technologies0.038-
Uni-Asia Group0.9200.015
Wilmar Intl3.560-0.010
Yangzijiang Shipbldg1.470-0.020

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