Singapore Market Roundup, Singapore Market Roundup

Singapore Market Roundup

Thematic (Sector/Industry)

<ul><li>RHB upgrades real estate sector to 'overweight', recommending CDL and APAC Realty as top picks for investors.</li><li>Stock updates include analysis on companies such as SGX, UOB, Marco Polo Marine, Pan-United Corp, Food Empire, PLife REIT, and Wilmar.</li><li>Investors should consider RHB's recommendations and monitor the performance of these companies in the real estate sector.</li></ul>

RHB upgrades real estate sector to 'overweight', recommending CDL and APAC Realty as top picks for investors.Stock updates include analysis on companies such as SGX, UOB, Marco Polo Marine, Pan-United Corp, Food Empire, PLife REIT, and Wilmar.Investors should consider RHB's recommendations and monitor the performance of these companies in the real estate sector.

Singapore Market Roundup (17-Jan-2025): RHB upgrades real estate sector, CDL and APAC Realty top picks.

<ul><li>RHB predicts SGX will experience strong earnings growth in 1HFY2025, with a 17.5 cents interim DPS.</li><li>CGSI forecasts DBS's 4QFY2024 net profit to reach $2.7 bil, expecting dividend to rise to 60 cents.</li><li>UOBKH sees potential in US office S-REITs for investors and projects increased revenue and adjusted patmi for SGX in 1HFY2025.</li></ul>

RHB predicts SGX will experience strong earnings growth in 1HFY2025, with a 17.5 cents interim DPS.CGSI forecasts DBS's 4QFY2024 net profit to reach $2.7 bil, expecting dividend to rise to 60 cents.UOBKH sees potential in US office S-REITs for investors and projects increased revenue and adjusted patmi for SGX in 1HFY2025.

Singapore Market Roundup (15-Jan-2025): RHB predicts strong earnings growth for SGX in 1HFY2025 with 17.5 cents interim DPS.

<ul><li>CGSI raises Pan-United TP to 75 cents due to positive industry outlook, potential for growth in the market.</li><li>UOBKH reduces target price on ConfortDelGro due to rising platform fees and competition, causing concerns for future profitability.</li><li>UOBKH highlights US office S-REITs offering attractive valuations and predicts increased revenue and patmi for SGX in 1HFY2025, while RHB reaffirms 'buy' rating for Marco Polo Marine. Morningstar increases target prices for Singapore banks, suggesting a bullish outlook for the sector.</li></ul>

CGSI raises Pan-United TP to 75 cents due to positive industry outlook, potential for growth in the market.UOBKH reduces target price on ConfortDelGro due to rising platform fees and competition, causing concerns for future profitability.UOBKH highlights US office S-REITs offering attractive valuations and predicts increased revenue and patmi for SGX in 1HFY2025, while RHB reaffirms 'buy' rating for Marco Polo Marine. Morningstar increases target prices for Singapore banks, suggesting a bullish outlook for the sector.

Singapore Market Roundup (14-Jan-2025): CGSI raises Pan-United TP to 75 cents for industry outlook.

Transport Sector, China and Asia-focused Research

Charles De Trenck

<p>Another report of potential suitors made it to market on Friday, forcing NOL to disclose there have been talks with French carrier CMA and global leader Maersk. NOL&rsquo;s shares rose some 6% to $1.05 and closer to book NAV per share around&nbsp;S$1.4 (and higher when the US dollar drifts higher). But what would make a potential transaction more interesting, if at all, keeping in mind the Hapag IPO pricing was about 25% below the original high end of the range?</p>

Another report of potential suitors made it to market on Friday, forcing NOL to disclose there have been talks with French carrier CMA and global leader Maersk. NOL&rsquo;s shares rose some 6% to $1.05 and closer to book NAV per share around&nbsp;S$1.4 (and higher when the US dollar drifts higher). But what would make a potential transaction more interesting, if at all, keeping in mind the Hapag IPO pricing was about 25% below the original high end of the range?

NOL's Latest Potential Merger Discussions... Where is the [Partial] Exit for Temasek?

Head of Digital Services at Singapore Post Ltd, Singapore Post Limited

Bernard Leong

Head of Digital Services at Singapore Post Ltd

Singapore Post Limited

<p>How should digital leaders advise businesses? Two ways: target the high and low ends of the market while allowing cannibalisation against their current business model in a controlled pace.&nbsp;The trick lies in capital allocation and separation of the products/services moving towards both ends. Digital products often require high cost of acquisition contrary to perception by businesses that it is cheaper against traditional channels.</p>

How should digital leaders advise businesses? Two ways: target the high and low ends of the market while allowing cannibalisation against their current business model in a controlled pace.&nbsp;The trick lies in capital allocation and separation of the products/services moving towards both ends. Digital products often require high cost of acquisition contrary to perception by businesses that it is cheaper against traditional channels.

Digital disruption bifurcates traditional market segmentation

Singapore

Pan-United is a technology company specializing in concrete solutions and logistics, and is Singapore's largest supplier of ready-mix concrete and cement. It provides a wide range of sustainable concrete products, aggregates, and refined petroleum products to the construction industry. The company was founded in 1958 and is headquartered in Singapore.

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Pan-United (PAN SP)

Singapore Market Roundup (17-Jan-2025): RHB upgrades real estate sector, CDL and APAC Realty top picks.

RHB's latest report upgrades the real estate sector to 'overweight', highlighting CDL and APAC Realty as top picks, with stock updates on SGX, UOB,...

Singapore Market Roundup

Singapore Market Roundup (15-Jan-2025): RHB predicts strong earnings growth for SGX in 1HFY2025 with 17.5 cents interim DPS.

RHB predicts strong earnings growth for SGX in 1HFY2025, while DBS issues special dividend and UOB announces share buyback ahead of FY2024 results...

Singapore Market Roundup

Singapore Market Roundup (14-Jan-2025): CGSI raises Pan-United TP to 75 cents for industry outlook.

CGSI raises Pan-United TP, UOBKH reduces ConfortDelGro target price, UOBKH touts US office S-REITs, predicts SGX growth, RHB bullish on Marco Polo...

Singapore Market Roundup

NOL's Latest Potential Merger Discussions... Where is the [Partial] Exit for Temasek?

Another report of potential suitors made it to market on Friday, forcing NOL to disclose there have been talks with French carrier CMA and global...

Charles De Trenck

Digital disruption bifurcates traditional market segmentation

How should digital leaders advise businesses? Two ways: target the high and low ends of the market while allowing cannibalisation against their...

Bernard Leong

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