Weekly Broker Research Reports Summary (as of 2015-07-10)

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Summary of the past week broker research reports as of 2015-07-10.

Most Reported:

• Analysts & Bloggers Say... Impact to M1, SingTel, Starhub on IDA's move to facilitate the entry of 4th mobile operator
• Analysts & Bloggers Say... Regarding the SMRT Service Disruption on 7-Jul
• Analysts & Bloggers Say... SPH Announced FY2015 Q3 Results
• Analysts & Bloggers Say... SingPost and Alibaba Group to Form Strategic Collaboration

Other Reports:

CAPITALAND MALL TRUST (C38U.SI)

• RHB Research 2015-07-06 (REIT): Weekly Review Report - Maintain NEUTRAL, BUY Frasers Centrepoint Trust, Starhill Global REIT, CapitaLand Mall Trust

EZION HOLDINGS LIMITED (5ME.SI)

• DBS Group Research 2015-07-07: Ezion Proposed to acquire 30% stake in Rotating Offshore Solutions Pte Ltd. Maintain BUY.
• OCBC Investment Research 2015-07-07: Ezion Holdings - Invests in Rotating Offshore Solutions. Maintain BUY.

EZRA HOLDINGS LIMITED (5DN.SI)

• OCBC Investment Research 2015-07-10: Ezra Holdings: Weak 3QFY15. Maintain HOLD, FV of S$0.25 post the rights issue under review.

FRASERS CENTREPOINT TRUST (J69U.SI)

• RHB Research 2015-07-06 (REIT): Weekly Review Report - Maintain NEUTRAL, BUY Frasers Centrepoint Trust, Starhill Global REIT, CapitaLand Mall Trust

FRASER AND NEAVE LIMITED (F99.SI)

• DBS Group Research 2015-07-07: F&N - MBL VALUATION STILL NOT FORTHCOMING, Maintain HOLD, TP Revised to S$2.74

FU YU CORPORATION LTD (F13.SI)

• RHB Research 2015-07-09: Fu Yu Corp - Treasure Chest Unlocked. Maintain BUY.

GENTING SINGAPORE PLC (G13.SI)

• OCBC Investment Research 2015-07-06: Genting Singapore - Pessimism likely priced in

HALCYON AGRI CORPORATION LTD (5VJ.SI)

• UOB Kay Hian Research 2015-07-07: Halcyon Agri Corp - A Turnaround Story. Upgrade To BUY, TP Increased.

HO BEE LAND LIMITED (H13.SI)

• RHB Research 2015-07-06: Ho Bee Land - Strong Balance Sheet, Substantial Exposure in Sentosa. Maintain BUY.

INDOFOOD AGRI RESOURCES LTD. (5JS.SI)

• DBS Group Research 2015-07-10: Indofood Agri Resources - CAPTURING MARGINS ON EVERY STAGE. Reiterate HOLD.

OXLEY HOLDINGS LIMITED (5UX.SI)

• RHB Research 2015-07-07: Oxley Holdings - Good Take Up Rates for Overseas Project Will Drive the Next Wave of Re-Rating. Maintain BUY with TP S$0.91.

PACIFIC RADIANCE LTD (T8V.SI)

• UOB Kay Hian Research 2015-07-06: Pacific Radiance - Possibly The Worst Quarter On Zero DSV Utilisation. Profit Forecasts Cut, TP Lowered.

PERENNIAL REAL ESTATE HLDGSLTD (40S.SI)

• CIMB Research 2015-07-06: Perennial Real Estate Holdings Diversifying into healthcare. Initial Impact of Acquisition Not Significant
• DBS Group Research 2015-07-06: Perennial Real Estate Holdings marks its entry into the Chinese healthcare market.

Q & M DENTAL GROUP (S) LIMITED (QC7.SI)

• Maybank Kim Eng Research 2015-07-06: Q & M Dental - Acquiring clinic in China, Minor contributions, expect catalysts from more acquisitions. Maintain BUY.

SHENG SIONG GROUP LTD (OV8.SI)

• OCBC Investment Research 2015-07-07: Sheng Siong Group - Decent Upside Potential at Current Price Levels, Maintain BUY

SOILBUILD BUSINESS SPACE REIT (SV3U.SI)

• Phillip Securities Research 2015-07-07: Soilbuild Business Space REIT - Benefit from Supply-Demand Dynamics for Business Park Space

STARHILL GLOBAL REIT (P40U.SI)

• RHB Research 2015-07-06 (REIT): Weekly Review Report - Maintain NEUTRAL, BUY Frasers Centrepoint Trust, Starhill Global REIT, CapitaLand Mall Trust

TRIYARDS HOLDINGS LIMITED (RC5.SI)

• OCBC Investment Research 2015-07-08: Triyards Holdings - Continues to win contracts. Maintain BUY.
• RHB Research 2015-07-08: Triyards Holdings - Big Win Sends Orderbook Surging. Maintain BUY, TP Raised to $0.84.
• OCBC Investment Research 2015-07-07: Triyards Holdings - Secures US$175m of contracts Maintain BUY with FV under review.

VALUETRONICS HOLDINGS LIMITED (BN2.SI)

• Maybank Kim Eng Research 2015-07-10: Valuetronics - LED fading in significance; Upgrade to BUY

VENTURE CORPORATION LIMITED (V03.SI)

• UOB Kay Hian Research 2015-07-10: Venture - Gradual Sequential Improvement. Maintain BUY.

YANGZIJIANG SHIPBLDG HLDGS LTD (BS6.SI)

• DBS Group Research 2015-07-07: Yangzijiang - CRUISING AHEAD with Potential Catalysts of Dual-listing, Contract Wins, Shipping Recovery