Alpha Stock Picks By CIMB....

5 large cap alpha stock picks by CIMB to survive a ‘rocky’ 2017

SINGAPORE (Dec 7) :

CIMB says uncertainty is the new name of the game in 2017 on the back of upcoming events.

These include an expected US Fed rate hike, the Brexit Article 50 trigger timeline, Donald Trump’s presidency, multiple elections in Europe, and whether OPEC remains committed to its production cuts.

“The path to a new status quo is likely to be a rocky one,” says CIMB analyst Lim Siew Khee in a Monday report. “[These events] are more than enough to keep the equity markets on their toes.”

According to CIMB, the key themes for 2017 are expected to be: “rising interest rates, dollars and commodity prices”.

1) First Resources.....

CIMB has an “add” rating on First Resources, with a target price of $2.32.

“First Resources is our preferred pick for its young estate profile and strong management, as its cost of production is among the lowest among the Singapore planters,” says Lim.

CIMB has also upgraded the commodities sector from “underweight” to “neutral” on the back of improving production prospects.

Shares of First Resources are trading at $1.96.

2) Venture Corporation.....

CIMB has an “add” rating on Venture Corp, with a target price of $10.94.

“Venture’s past efforts in engaging less price sensitive customers have borne fruit in recent years, driving our projected 16.3% earnings growth in FY17F,” says Lim.

CIMB has assigned an “overweight” rating to the recreated tech and manufacturing sector on the back of a strong US dollar and a more hopeful US recovery.

Shares of Venture Corp are trading at $9.98.

3) Singapore Technologies Engineering.....

CIMB has an “add” rating on ST Engineering, with a target price of $3.75.

Lim says “the worst could be over” for ST Engineering’s land systems segment following the disposal of its loss-making Chinese operations. It marine segment is also expected to see better days ahead with recovering oil price.

Meanwhile, the stronger US economy and US dollar could provide a boost to ST Engineering, which derives 25% of its revenue in the US.

Shares of ST Engineering are trading at $3.38.

4) Dairy Farm International Holdings.....

CIMB has an “add” rating on Dairy Farm, with a target price of US$8.70.

“After two consecutive years of earnings declines, margins finally look like they have bottomed and we think it is now time to revisit the stock,” says Lim.

Lim adds that Dairy Farm is showing signs of recovery in previous problem markets Indonesia and Singapore, while its investments in Greater China are doing well.

CIMB is keeping its “overweight” rating on the consumers sector.

Shares of Dairy Farm are trading 11 cents higher at US$7.26.

5) UOL Group....

UOB has an “add” rating on UOL, with a target price of $7.96.

“UOL is our preferred pick among developers, trading at a 42% discount to RNAV,” says Lim.

CIMB is also keeping its “overweight” rating on the property developers sector on the back of multi-year low valuations, with bad news already priced in.

Shares of UOL are trading 4 cents higher at $6.19.

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Affect Global Banks...

SINGAPORE (Dec 6) :

4 Trends That Will Affect Global Banks In 2017....

The global banking sector is finishing the year on a high note, with share prices up 3.6% in USD terms, compared with the 8.9% decline in the first quarter and the further decline of 3.5% in 2QFY16 due to falling asset yields.

“The turnaround in sector performance reflects increased optimism about global growth, expectations of economic expansion together with prospects of higher interest rates, especially following in the US presidential election,” said UBS Global Research in a recent report.

Banks in the US would likely be the best performers with a year to date improved performance of 12%, and emerging-market banks following closely behind at 11.4%. The weakest performances would come from European banks which are forecast to finish 13.2% lower, Japanese banks which are expected to fall by 8% and Australian banks which would fall by 2.8%.

the bank’s sector performance could be affected by 4 trends, according to UBS.

Bond yields are expected to rise :

The US 10-year bond yield rose by 0.46 percentage points to 2.32% since the US presidential election, driven by the expectation that President-elect Donald Trump will commit to economic stimulus and bring faster growth. “Rising US Treasury yields tend to be generally positive for global banks' share price performance,” said UBS in its report.

Banks could re-leverage again :

The combined balance sheet size of banks in the US and Europe had fallen by 40% to 50% since the global financial crisis, and UBs noted that deleveraging has been slowing down. “Should balance sheets stabilize, and in light of the potential relation outlook, there could be upside risk given current expectations for credit growth”, said the brokerage.

Banks could cut their branch networks :

Driven by efforts to reduce operating expenses and improve earnings, coupled with technological advancements, banks could focus on reducing their branch networks in the new year. According to a survey by UBS, mobile banking is set to overtake internet and in-branch banking as the primary distribution channel, and higher mobile adoption would cut branch footprint by 7.3% and reduce costs by 7.6% over a three year period.

The swing between re-regulation and de-regulation :

The biggest theme would be the debate between re-regulation and de-regulation. The Basel Committee’s potential tightening of bank regulations contrasts with the US’ political rhetoric calling for deregulation of banking rules.

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The Top 10 Blue Chip Stocks With A Dividend Yield Of Over 4%

In Singapore's securities exchange, the term 'blue chip stocks' are utilized to allude to the 30 stocks that make up the Straits Times Index (SGX: ^STI). Furthermore, some of them really have profit yields of more than 4%.

A late report gave bits of knowledge to those profit paying blue chips that offer yields of over 4%. Here're the main 10 blue chip stocks with the most noteworthy yields (figures starting 25 November 2016, unless generally expressed). For the initial five, go here. The accompanying are the following five:

Yangzijiang Shipbuilding Holdings Ltd (SGX: BS6) is in 6th place with a trailing profit yield of 5.2%. The organization's profit was decreased from S$0.055 per partake in 2014 to S$0.045 in 2015. It has a market top of around $3.3 billion. In the course of the most recent three years, Yangzijiang Shipbuilding has conveyed an aggregate return of a negative 5.5%.

In seventh place is Singapore Telecommunications Limited (SGX: Z74) which is wearing a trailing profit yield of 4.6%. The telco has the biggest market top in the Singapore stock trade, tipping the scales at $61.7 billion. Singtel's stock has additionally conveyed an aggregate return of 4.9% in the course of the most recent three years.

Singapore Airlines Ltd (SGX: C6L) flies into eight place with a trailing profit yield of 4.5%. Lamentably, the carrier administrator has a sketchy reputation with regards to its profits, with the compensation out sum fluctuating uncontrollably. The carrier's stock has squeezed out a three-year add up to return of 1.2% and says something with a market top of $11.6 billion.

Coordinations and mail administrations supplier Singapore Post Limited (SGX: S08) is in ninth place with a trailing profit yield of 4.4%. Financial specialists ought to note that Singapore Post has turned out with another profit strategy that could lessen its profit payout later on. Singapore Post has a market top of $3.2 billion and has delivered an aggregate return of around 9.4% in the course of the most recent three years.

Adjusting the main ten is Singapore Press Holdings Limited (SGX: T39) with a trailing profit yield of 4.1%. Sadly, the media organization's profit has been heading the wrong path over its last five monetary years. SPH's market top is around $6 billion. The organization has conveyed an aggregate return of only 0.5% in the course of the most recent three years.

High trailing profit yields can search top notch for financial specialists. Yet, there could be great reasons why such stocks convey exceptional returns – maybe they have had a background marked by bringing down their profit installments. As Foolish financial specialists, we might need to put our reasoning caps on to make sense of whether an organization can pay an economical profit.

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This Property Giant Could Be The Blue-Chip Stock You Need

News Of The Day, With Blue-Chip Stock : 

SINGAPORE (Dec 2):

CapitaLand’s effort to boost its recurring earnings and cash flow is paying off, and its shares look attractive. Is this the blue-chip property stock to own?

What is likely to draw investors is the progress CapitaLand is making in its plan to accelerate cash generation from its assets in China and Singapore, and boost its return on equity (ROE).

More than anything else, that could widen the distance between itself and its peers, and turn it into the preeminent play on Asian real estate.

CapitaLand has an equity base of $24 billion, which is already significantly higher than Global Logistic Properties at US$13.4 billion and City Developments at $11.1 billion.

Meanwhile in Vietnam, CapitaLand is building a presence that is similar to what it has in China as well as Singapore.

It has deftly used a stable of property funds and trusts to finance and hold its development projects, and companies specializing in different fields to manage different types of commercial properties.

Derrick Heng, an analyst at Maybank Kim Eng Research, says CapitaLand’s earnings for the nine months to Sept 30 met 79% of his full-year estimate.

According to him, the group has unbilled home sales in China of RMB14.8 billion. “Recognition of 40% of these in 4QFY2016 provides sales visibility of $1.1 billion,” Heng says in a recent report.

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Important Number that Investors Should Know About Jumbo Group Ltd

Large Group Ltd (SGX: 42R) is a nourishment and drink (F&B) organization that was recorded marginally over a year back.

The organization is maybe most understood for the stew crab dish that is served in its JUMBO Seafood eateries. Large Group likewise has numerous other F&B marks under its flag, for example, Ng Ah Sio Bak Kut Teh, Chui Huay Lim Teochew Cuisine, and J Pot, among others.

In the course of the most recent 12 months, JUMBO Group's share cost has moved by 60.5% while Singapore's market indicator, the Straits Times Index (SGX: STI), has remained basically unaltered.

In here, I need to take a gander at JUMBO Group's arrival on contributed capital (ROIC). In a past article, I had clarified how the ROIC metric can be utilized as a gage for the nature of a business. For comfort, the math expected to compute the ROIC is given underneath:

ROIC table

The basic thought behind the ROIC is that a business with a higher ROIC requires less cash-flow to create a benefit, and it in this way gives financial specialists a higher return for each dollar that is put resources into the business. Brilliant organizations have a tendency to have high ROICs while the invert is genuine – a low ROIC is frequently connected with a low-quality business.

You can perceive how JUMBO Group's ROIC looks like in the table underneath (I had utilized numbers from the organization's last finished monetary year):


We can see that the ROIC for JUMBO Group is 226%. This implies for each S$1 of capital put resources into the business, the organization acquires S$2.26 in benefit. I have contemplated the ROICs of numerous other Singapore-recorded organizations and JUMBO Group's ROIC gives off an impression of being better than expected.

One reason for the organization's high ROIC is because of its overwhelming utilization of working leases. The liabilities connected with the leases are for the most part not reflected in a critical position sheet of JUMBO Group.

Regardless, speculators ought to screen the ROIC of an organization over a time-frame to show signs of improvement comprehension of how feasible the metric is.

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How To Stop Your Money From Shrinking?

As it were, we are intentionally deferring our spending.

We may, for example, deliberately swear off purchasing another combine of shoes today. We likely needn't bother with them at any rate. So by skirting a drive buy today, we could have more alternatives in the matter of how we could spend our cash later on.

Same however extraordinary :

Yet, sparing and putting vary as far as the period of time that we leave the cash untouched. Sparing is by and large implied for collecting cash to purchase things not long from now.

In this way, we may yield purchasing some morning espresso all together that we have more cash to spend on an occasion toward the end of the year.

Contributing is distinctive. It is deferring burning through cash today so we can have more to spend numerous years from now.

So we put something aside for the fleeting however we contribute for the long haul.

Astringent disillusionment :

We ought to never attempt to contribute for our fleeting objectives. We ought not consider contributing, on the off chance that we require the cash inside the following five to seven years.

In any case, we ought to contribute for our retirement since that could be numerous decades away.

In the short term, it is not important to think too long and hard about the kind profits we may get for our cash.

The premium that we acquire over the transient is probably not going to have that quite a bit of an effect, particularly when the rates paid on bank accounts today are appallingly low. It is more critical to realize that the cash will be there when we require it.

A losing diversion :

Be that as it may, it is correctly in light of the fact that loan fees are low that we ought not keep our cash in a reserve funds or store represent too long.

On the off chance that you believe that playing the investment funds amusement will help you accomplish your long haul money related objectives, then you are taking an interest in a diversion that you can't win.

The chances are intensely stacked against you. With loan costs on some mainstream bank accounts paying only 0.05%, you don't stand a feline's shot of beating swelling.

Center expansion in Singapore is running at 1%. So cash in a bank account is developing at an impressively slower rate than costs are rising. To put it gruffly, our cash in the bank is contracting.

Very little better

Securities are not that vastly improved and the property market is helpless against the impulses of national investors. In any case, stocks, particularly profit paying stocks look a superior alternative.

First off, the Straits Times Index is as of now yielding 3.2%, which is more than eight circumstances the Singapore normal benchmark financing cost. It is likewise 64 times the premium we could gain in a normal bank account.

You could get a higher yield by targeting particular organizations, particularly those that have a decent reputation of raising their profits.

Suppose you purchase a share for $1and it pays a profit of 5 pennies. That is a yield of 5%. Presently assume that one year from now the profit is raised to 6 pennies and 7 pennies the year after.

It implies that you could win a yield of 7% on your unique cash without figuring in any development in the share cost. Odds are the shares may ascend as the profits are lifted.

Also, on the off chance that you reinvest those profits you get significantly more shares that produce more profits, which hurries the intensifying impact. That is the excellence of long haul contributing.

That to me bodes well than watching the obtaining influence of our cash contract, which is precisely what could happen on the off chance that you abandon it in a bank account for a really long time.

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Market Hasn’t Priced In This Developer’s Full Value Yet....

SINGAPORE (Dec 1) :

Market Hasn’t Priced In This Developer’s Full Value Yet. Should investors jump in now?

City Developments has been actively unlocking the value of its portfolio through asset monetization, and has another $3 billion worth of assets remaining that are suitable for injection into funds. Yet, its share price is trading at a 33% discount to its revalued net asset value.

UBS analysts Michael Lim and Kok Wai Fai are, however, unfazed by it. “There has been positive momentum on asset monetization though the share price reaction to these transactions has been muted,” wrote the pair in a note on Wednesday. “We believe with continued execution on capital recycling, there is scope for the discount to narrow.”

As such, UBS is maintaining its “buy” recommendation on CDL with a lower target price of $9.90 from $10.05 previously.

To date, CDL has injected $3.5 billion in assets into three Profit Participation Schemes (PPS) and is expected to achieve its target of $5 billion by FY18.

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