| 24 Nov 2009 |
Hospitality, healthcare and retail sectors looking up
The office rental market could be bottoming and should begin to recover in the second half of 2010, while bullish signs are appearing in the hospitality, healthcare and retail sectors. more |
| 24 Nov 2009 |
Positive signs emerging, risks remain
Based on projections by Semiconductor Industry Association and Gartner, global chip revenue is set to contract for the second consecutive year in 2009 by about 11%. more |
| 18 Nov 2009 |
High-end gains traction despite slowdown in overall sales
The pick-up in high-end transactions despite the slowdown in overall sales volumes should benefit high-end developers such as SC Global, Ho Bee, Wheelock Properties and Wing Tai. Maintain OVERWEIGHT. By UOB Kay Hian. more |
| 13 Oct 2009 |
SingTel has the upper hand for now
SingTel has sprung a surprise on consumers and stolen a march on StarHub. From Aug next year, it will cost only $25 a month to watch BPL and other sports content on mio TV ($23 for just BPL) versus $49 for StarHub. more |
| 05 Oct 2009 |
Price indices making a steep climb
Although the risk of further government cooling measures could slow down the rate of acceleration in property prices, we expect property prices to maintain their uptrend. Recommend a near-term switch to CapitaLand. Prefer City Developments, Ho Bee, Wing Tai and Allgreen in the mid to long term. more |
| 18 Sept 2009 |
Upside likely limited in short term
Technology stocks have rallied in recent months mirroring an improvement in the general business conditions. Most major tech indices have recovered most or all of their losses over the past 52 weeks... more |
| 15 Sept 2009 |
Positive Scorecards, Maintain Overweight
All the three telcos – MobileOne (M1), SingTel and StarHub – reported a pretty resilient set of results recently. Both M1 and SingTel earnings were slightly ahead of our forecast; StarHub's earnings were in-line. Overall, their earnings demonstrated the resilience of the telcos. more |
| 15 Sept 2009 |
Property: Maintain overweight
The government has decided to adopt several measures to temper the exuberance in the market and pre-empt any speculative bubble from forming. more |
| 08 Sept 2009 |
S-REITs: Opportunities for yield arbitrage
S-REITs have re-rated strongly year-to-date on the risk rally but the gains haven't been equally distributed. We are seeing some interesting pockets of yield divergence. Using consensus estimates... more |
