Open an account with KGI Securities (Singapore) today to gain access to the latest research reports.
04 December 2020
Sunny Optical Technology (Group) Co. Ltd. (2382 HK) engages in the design, manufacture, and sale of optical and optical devices products.
18 November 2020
PropNex Limited is Singapore’s largest listed group with over 8,675 (as at 30 July 2020) sales professionals.
13 November 2020
SGX-listed Sunpower Group (SPWG SP) reported a stellar 9M20 earnings last night (12 Nov 2020) as underlying net profit powered 47% higher YoY to record high of RMB278.7 million.
27 October 2020
Razer is one of the world's leading lifestyle brand for gamers. The company has designed and built the world’s largest gamer-focused ecosystem of hardware, software and services.
30 September 2020
In Singapore, SMG has solidified its presence as a leading healthcare provider, with four main pillars, namely Aesthetics, Diagnostic Imaging & Screening, Oncology and Women’s and Children’s Health.
25 September 2020
Founded in 1994, Alliance Healthcare Group’s business comprises five key segments: managed healthcare solutions, GP clinics services, specialist care services, pharmaceutical services and mobile and digital health services.
09 September 2020
UG Healthcare manufactures and distributes gloves under its proprietary "Unigloves" brand.
03 September 2020
Hyphens Pharma International Limited and its subsidiaries (the "Group") is Singapore’s leading specialty pharmaceutical and consumer healthcare group leveraging on its diverse footprint in ASEAN countries.
15 July 2020
Sasseur REIT offers investors the unique opportunity to invest in the fast-growing retail outlet mall sector in China, with an upside linked component tied to 4.0-5.5% of the total sales of its four outlet malls.
24 June 2020
Yoma Strategic Holdings Ltd. is a leading business corporation with a diversified portfolio of businesses in Real Estate, Consumer, Automotive & Heavy Equipment, Financial Services and Investments in Myanmar.
03 June 2020
ARA US Hospitality Trust (ARA) is a pure-play U.S. hospitality REIT, with a portfolio of 38 Hyatt-branded and 3 Marriott-branded upscale select-service hotels.
20 May 2020
Elite Commercial REIT is the first UK-focused S-REIT, with over 99% of its 97 commercial properties triple-net-leased to the UK Government.
12 May 2020
CapitaLand Retail China Trust (CRCT SP) is Singapore's largest China-focused retail REIT, owning a portfolio of 14 shopping malls located across nine cities in China.
06 May 2020
AEM Holdings (AEM SP) produces semiconductor test equipment for a major US-listed semiconductor company and is currently one of the best performers amongst tech manufacturers in SGX.
29 April 2020
Frasers Centrepoint Trust (FCT SP) owns 7 suburban retail malls in Singapore totalling 1.4mn sqft of net lettable area (NLA).
06 January 2020
Q&M Group (QNM SP) is a leading private dental healthcare group in Asia, with a total of 77 dental and 4 medical outlets in Singapore, 27 dental outlets in Malaysia, and 1 dental outlet in China.
04 December 2019
HRnetGroup (HRNET SP) is the largest Asia-based recruitment agency in Asia (ex Japan)
04 November 2019
NetLink NBN Trust (NETLINK SP) is one of the most defensive company in the telecommunications sector, yet still offers growth potential from StarHub’s migration to fibre and participation in Singapore’s Smart Nation initiatives.
16 October 2019
Cromwell European REIT (CERT SP) owns a portfolio of 97 primarily freehold properties in Denmark, Finland, France, Germany, Italy, the Netherlands and Poland.
09 October 2019
China Aviation Oil (Singapore) Corporation Ltd (CAO SP) is the largest physical jet fuel trader in the Asia Pacific region and the key supplier of imported jet fuel to China's civil aviation industry.
18 July 2019
BRC (BRC SP) is the market leader in steel reinforcement solutions in Singapore.
11 July 2019
Singapore O&G (SOG SP) provides specialist medical and surgical services for women and children in Singapore.
28 June 2019
JB Foods (JBF SP) is the second largest cocoa processor in Malaysia and tenth largest in the world.
29 May 2019
Centurion develops, owns and manages purpose-built worker accommodations in Singapore and Malaysia.
16 May 2019
Sasseur REIT is the first outlet mall REIT to be listed in Asia.
26 April 2019
Sunpower Group (5GD SP) is a China based company providing energy-saving solutions, waste heat recovery, and clean steam.
23 April 2019
Clearbridge Health (CBH SP) is an integrated healthcare group with a focus on delivery of precision medicine.
15 April 2019
Established in 1976 and listed on the Mainboard of the Singapore Exchange since 2003, Kingsmen is a leading communication design and production group.
11 April 2019
ECworld REIT is a logistics and e-commerce REIT with a geographical focus in the People’s Republic of China (PRC), EC World has seven properties under its portfolio: six are in Hangzhou, while another – acquired on Apr 2018 – is located in Wuhan.
26 March 2019
Best World (BEST SP) specialises in the development and distribution of premium skincare products. Its flagship brand, DR’s Secret, is distributed across 13 regional centres, 29 lifestyle centres and 33 franchisees in Asia.
21 March 2019
Civmec (CVL SP) is a Australian-based heavy engineering construction company with major contracts in the energy, minerals, infrastructure and defence sectors.
Open an account with KGI Securities (Singapore) today to gain access to the latest research reports.
14 December 2020
07 December 2020
KGI Trading Ideas - Our picks this week (Buy Wilmar, Pair Trade Buy Singtel Sell iFAST, Buy SEA)
16 November 2020
KGI Trading Ideas - Our picks this week (RCEP Winners, Nov/Dec Tactical Picks)
09 November 2020
KGI Trading Ideas - Our picks this week (Hyphens Pharma, REITs)
02 November 2020
KGI Trading Ideas - Our picks this week (REITS)
19 October 2020
KGI Singapore Ideas (Razer, USD Asian High Yield, China EV ETF)
12 October 2020
KGI Singapore Ideas (9988 HK, Fixed Income, REITs)
31 August 2020
KGI Trading Ideas - Our picks this week (Avarga, ISDN)
24 August 2020
KGI Trading Ideas - Our picks this week (ISDN, Jiutian Chemical)
17 August 2020
KGI Trading Ideas - Our picks this week (GOLD & SILVER, FRENCKEN, SUNPOWER)
13 March 2020
KGI Market Strategy: Crude oil: Price war - Optimal strategy under the prisoners’ dilemma
10 March 2020
KGI Trading Ideas - Singapore banks: Overshooting on the downside
09 March 2020
KGI Market Ideas: KGI Market Strategy: Perfect Storm – Encountering black swans and grey rhinos (PART ONE) / KGI Market Strategy / KGI Trading Ideas / Our Feb Flashback / Sunpower Grp
24 February 2020
KGI Market Ideas: Market Strategy / KGI Market Strategy / ARA US Hospitality Trust / ComfortDelGro Corp / Eagle Hospitality Trust / Thai Beverage PCL
18 February 2020
KGI Market Ideas: Singapore Budget 2020 / Hospitality & Transport stocks to watch / Two Different Worlds: Part Two / KGI Market Strategy / CapitaLand Retail China Trust
10 February 2020
KGI Market Ideas / Market Strategy / Our January Note / Manulife US REIT
03 February 2020
KGI Market Ideas: Impact of coronavirus on financial markets / SARS vs current outbreak / Base-case recommendation – Engage stocks on weakness after February / Soilbuild Business Space REIT
20 January 2020
KGI Market Ideas: Phase One trade deal done, what’s next? / Quiet week ahead / First Singapore IPO this year…is a REIT / AEM Holdings
14 January 2020
KGI Market Ideas: 2020 Outlook / STI Review and outlook / Precious metals and oil / KGI Securities 2020 Outlook
09 December 2019
KGI Market Ideas: Sunpower Grp / UK Elections, ComfortDelGro / Accordia Golf Trust / Sunpower Group
02 December 2019
KGI Market Ideas: Nov Monthly Recap / Procurri Corp / Accordia Golf Trust / Market Strategy / Our Nov Summary / ComfortDelGro Corp / EC World REIT
18 November 2019
KGI Market Ideas: Coverage Summary / Thematic report / Frencken Grp / Automobile Industry Report Part 2 / Accordia Golf Trust / China Sunsine Chemical / Eagle Hospitality Trust / Frencken Grp / IFS Capital / Japan Foods Hldg
11 November 2019
KGI Market Ideas: Oct Monthly Recap / Oil & Gas plays / Frencken Grp / Our Oct Summary / Automobile Industry Report Part 1 / KGI Trading Ideas / ARA US Hospitality Trust / CSE Global / Frencken Grp
04 November 2019
KGI Market Ideas: AEM Hldgs, China Sunsine Chemical and Next opportunities within Temasek’s portfolio / Natural Gas / AEM Hldgs / CapitaLand Retail China Trust / Eagle Hospitality Trust / Sheng Siong Grp
21 October 2019
KGI Market Ideas: AEM Hldgs and China Sunsine Chemical / Singapore Property in Play / Precious Metal / Keppel Corporation / Keppel DC REIT / Soilbuild Business Space REIT
14 October 2019
KGI Market Ideas: Risk-on until the next tweet / AEM Hldgs / China Sunsine Chemical Hldgs / KGI Weekly Strategy / AEM Hldgs / China Sunsine Chemical Hldgs / First REIT
30 September 2019
KGI Market Ideas / Geo Energy Resources / Uni-Asia Group
24 September 2019
KGI Market Ideas: Oil prices, Largan / Crude oil / Keppel DC REIT / Manulife US REIT
17 September 2019
KGI Market Ideas: Gold and silver, Oil Prices, Technology / Precious Metals / CSE Global / Frencken Group
09 September 2019
KGI Market Ideas: Gold and silver, CSE Global / Our August Archive
02 September 2019
KGI Market Ideas: Frencken Group, Sembcorp Marine / Geo Energy Resources
27 August 2019
KGI Market Ideas: Great Spore Sale, Accordia Golf Trust, Frencken Grp / Frencken Grp, IFS Capital
20 August 2019
KGI Market Ideas: Great Spore Sale, Sembcorp Industries, Thaibev, PropNex / Accordia Golf Trust / ComfortDelGro Corp / Manulife US REIT / Thai Beverage PCL
13 August 2019
KGI Market Ideas: Spore Equity Markets, SGX, China Sunsine, Koufu / KGI Trading Ideas
06 August 2019
KGI Market Ideas / KGI Trading Ideas / CapitaLand Retail China Trust / Sembcorp Marine / Sheng Siong Grp
30 July 2019
KGI Market Ideas: First US rate cut since 2008, TSMC, Chasen Hldgs / Frasers Centrepoint Trust
23 July 2019
KGI Market Ideas: TSMC, Singapore Equity Markets / KGI High Dividend Watchlist / Keppel Corporation / Keppel DC REIT / Soilbuild Business Space REIT
16 July 2019
KGI Market Ideas: Koufu Grp / ComfortDelGro Corp / Utd Engineers
11 June 2019
KGI Market Ideas: Spore Strategy / Dividend plays / China markets
04 June 2019
KGI Market Ideas / Accordia Golf Trust / Centurion Corporation
28 May 2019
KGI Market Ideas: Eagle Hospitality Trust / Tee International / Singapore Airlines
21 May 2019
KGI Market Ideas / ComfortDelgro Corp / CSE Global / Uni-Asia Grp
07 May 2019
KGI Market Ideas: Sembcorp Marine / DBS Grp Hldgs / JB Foods / Sembcorp Marine
02 May 2019
KGI Market Ideas: Venture Corp, Procurri Corp, US markets, KGI Market Strategy / Keppel DC REIT / Manulife US REIT / Sheng Siong Group / INDON 3.75%
17 April 2019
KGI Market Ideas: Sembcorp Marine, Accordia Golf Trust, KGI Market Strategy / REIThinking Your Strategy / PHILIP 9.5%
09 April 2019
KGI Market Ideas / Accordia Golf Trust / Keppel DC REIT / Uni-Asia Group
26 March 2019
KGI Market Ideas / Uni-Asia Grp / Geo Energy Resources / SUNOTG 3.75%
21 March 2019
KGI Market Ideas / CapitaLand Retail China Trust / Uni-Asia Group / CENCHI 6.25%
12 March 2019
KGI Market Ideas / China Sunsine Chemical Hldgs / Frencken Grp / Kingsmen Creatives / Raffles Medical Grp / Momo Inc / COGARD 4.75% / Tesla 5.3%
05 March 2019
KGI Market Ideas / Best World Int'l / CSE Global / Sim Leisure Grp / Sheng Siong Grp / LBBW 3.75%
26 February 2019
KGI Market Ideas / SingTel (ST SP), StarHub (STH), M1 (M1 SP) / REIThinking your strategy / DBS Grp Hldgs / Sembcorp Marine / STANLN 4.4%
19 February 2019
KGI Market Ideas / ANZ 3.75% / Accordia Golf Trust / ComfortDelGro Corp / DISA / Thai Beverage
12 February 2019
KGI Market Ideas / KGI REITs Watchlist / ABNANV 4.75% 04/01/26 / BPCE 4.5% 06/03/26 / Japan Foods Holding / JB Foods
29 January 2019
KGI Market Ideas / KGI Tactical Ideas – US Luxury Sector / KGI Monthly Observations / Singtel 3.4875% 04/08/20 / Keppel Corporation / Tuan Sing Holdings)
22 January 2019
KGI Market Ideas / REIThinking your strategy / CSE Global / SIASP 3.22% 07/09/20 / Sembcorp Marine
15 January 2019
KGI Market Ideas / S-REITs Outlook 2019 / Tactical Play / Accordia Golf Trust / CapitaLand 1.85% 06/19/20 / IFS Capital
11 December 2018
KGI Market Ideas / REITs portfolio / Thai Beverage PCL
04 December 2018
KGI Market Ideas / REITs portfolio / Market Strategy / Geo Energy Resources
27 November 2018
KGI Market Ideas / REITs portfolio / REITs Watchlist
20 November 2018
KGI Market Ideas / Thai Beverage / Sembcorp Marine / REITs portfolio / Accordia Golf Trust / Alliance Mineral Assets / CNMC Goldmine Hldgs
13 November 2018
KGI Market Ideas / Thai Beverage / ComfortDelGro / Japan Foods Holding / MindChamps
30 October 2018
KGI Market Ideas / Thai Beverage / ComfortDelGro / REITs portfolio / EC World REIT
23 October 2018
KGI Market Ideas / Thai Beverage / Sheng Siong / IFS Capital
16 October 2018
KGI Market Ideas / Thai Beverage / ComfortDelGro / REITs portfolio
02 October 2018
KGI Market Ideas / Thai Beverage / Sheng Siong / Creative Technology / Keppel Corporation / StarHub
18 September 2018
KGI Market Ideas / Thai Beverage / Sheng Siong / SingTel / REITs Watchlist
04 September 2018
KGI Market Ideas / OCBC / DISA / Momo Inc / Frasers Centrepoint Trust
28 August 2018
KGI Market Ideas / KGI Global Strategy - US equities still have the best fundamentals / CSE Global
21 August 2018
KGI Market Ideas / MindChamps / Cityneon / Accordia Gulf Trust / Japan Foods Holding
14 August 2018
KGI Market Ideas / ComfortDelgro / Manulife US REIT / MindChamps Preschool
07 August 2018
KGI Market Ideas / Sembcorp Industries / NetLink NBN Trust
24 July 2018
KGI Market Ideas / Singtel / Raffles Medical Grp / Mapletree Industrial Trust
17 July 2018
KGI Market Ideas / Singtel / ST Engrg / Frasers Centrepoint Trust
26 June 2018
KGI Market Ideas / Yangzijiang / ThaiBev / Venture Corp / Sembcorp Industries / Keppel Corp / Singtel / Spore Strategy / Disa / Xiaomi
12 June 2018
KGI Market Ideas / Japfa / TSMC / Addvalue Technologies / Momo Inc
06 June 2018
KGI Market Ideas / Yangzijiang / Accordia Golf Trust / Geo Energy Resources / Sasseur REIT / Uni-Asia Group
22 May 2018
KGI Market Ideas / Sembcorp Marine / Uni-Asia Group / BAIDU / REITs Watchlist / Cityneon Holdings / Japan Foods Holding
15 May 2018
KGI Market Ideas / ComfortDelGro / Genting Singapore / Cityneon / ayondo / ComfortDelGro Corporation / MindChamps Preschool
08 May 2018
KGI Market Ideas / KGI Marco View / Oil / Kep Corp / SembMarine / Mermaid Maritime / CSE Global
02 May 2018
KGI Market Ideas / DBS / Valuetronics / SPH REIT / ComfortDelGro Corporation / Ezion Holdings
24 April 2018
KGI Market Ideas / Spore Strategy / Accordia Golf Trust / Keppel Corporaiton / Manulife US REIT
17 April 2018
KGI Market Ideas / Manulife US REIT / Facebook / Sheng Siong
11 April 2018
KGI Market Ideas / Sing Hldgs / Genting Spore / MindChamps / Jiutian Chemical Grp / MindChamps Preschool / Sing Holdings
29 March 2018
KGI Market Ideas / ST Engineering (ST) / Galaxy Entertainment / Tencent
20 March 2018
KGI Market Ideas / Keppel DC REIT / GBPUSD / ComfortDelGro
08 March 2018
Market Colour / Frencken Group / CSE Global / Creative Technologies / TTJ Hldgs / SIA
05 March 2018
Market Colour / Cityneon Holdings / AEM / Uni-Asia Grp / Geo Energy
27 February 2018
Market Colour / Sembcorp Marine / CSE Global / Raffles Medical
26 February 2018
Market Colour / Frencken Group / Notable insider trades / ComfortDelGro
23 February 2018
Market Colour / ST Engineering / Sembcorp Industries / Frencken / Wilmar Int'l / OUE / Sheng Siong
22 February 2018
Market Colour / Offshore & Marine / Trendlines Grp / BreadTalk / Sembcorp Marine
21 February 2018
Market Colour / Manulife US REIT / Posh Offshore Services Hldgs / TalkMed
15 February 2018
Market Colour / Creative Technology / Far East Hospitality Trust / Thai Beverage / Jumbo / SIA
14 February 2018
Market Colour / OCBC / UOB / Hi-P Int'l / Lippo Malls (Lippo) / RHT Health Trust
13 February 2018
KGI Strategy / Singapore Strategy / Japan Foods Holding / Notable earnings this week
06 February 2018
Market Colour / HPH Trust / FJ Benjamin / Netlink NBN Trust / SIA Engrg
05 February 2018
Market Colour / HPH Trust / QT Vascular / Oil and Gas
02 February 2018
Market Colour / GuocoLand / Ascendas Hospitality Trust / AA REIT
01 February 2018
Market Colour / OUE Commercial REIT / Marco Polo Marine / Ezion Hldgs / Notable earnings / AEM Hldgs
31 January 2018
Market Colour / CapitaLand Retail China Trust / OUE Hospitality Trust / QT Vascular
30 January 2018
Market Colour / Noble Grp / Ascendas Hospitality Trust (AHT) / ST Engineering, SingTel / Ascendas India Trust
29 January 2018
Market Colour / Micro-Mechanics Hldgs / City Devpt / CDL Hospitality Trust / Parkway Life REIT / Viva Industrial Trust
26 January 2018
Market Colour / Noble Grp / Keppel Corp / Alliance Mineral / Genting Spore
25 January 2018
Market Colour / Halcyon Agri Corporation / ComfortDelGro / CapitaLand Commercial Trust (CCT) / Frasers Hospitality Trust (FHT)
24 January 2018
Market Colour / Suntec REIT / CapitaLand Mall Trust (CMT) / Frasers Centrepoint Trust (FCT) / M1
23 January 2018
Market Colour / Keppel DC REIT / Mapletree Logistics Trust (MLT) / Frasers Commercial Trust (FCOT)
19 January 2018
Market Colour / China property / Oxley Hldgs / First Ship Lease Trust / Golden Energy and Resources
18 January 2018
Market Colour / ST Engrg / JEP Hldgs / Soilbuild REIT / Spore Kitchen Equipment
17 January 2018
Market Colour / First Ship Lease Trust / Mapletree Greater China Commercial Trust / JEP
11 January 2018
Market Colour / Hong Kong Exchanges & Clearing / LHN / SGX / OUE Lippo Healthcare
10 January 2018
Market Colour / ValueMax / HC Surgical Specialists (HCSS) / UOB
08 January 2018
Market Colour / Fu Yu Corporation / SPH REIT / Mapletree Logistics Trust (MLT) / CapitaLand
04 January 2018
Market Colour / Midas Hldgs / Venture Corp / BreadTalk
03 January 2018
Market Colour / ComfortDelGro Corporation / Cosco Shipping / Wing Tai
29 December 2017
Market Colour / Soilbuild Business Space REIT (SBREIT) / QAF / Hyflux
28 December 2017
Market Colour / SATS / CapitaLand / Best World Int'l
27 December 2017
Market Colour / Geo Energy Resources / Oxley Hldgs / Food Empire
26 December 2017
Market Colour / Keppel Corporation / Keppel Corp / Sembcorp Marine / Frasers Centrepoint (FCL)
22 December 2017
Market Colour / FSL Trust / Mapletree Industrial Trust (MIT) / City Devpts / Lippo Retail Trust
20 December 2017
Market Colour / CapitaLand / Singapore equity market
15 December 2017
Market Colour / Oxley Hldgs / Frasers Commercial Trust / LHN
13 December 2017
Market Colour / First Ship Lease Trust / Salesforce.com, Inc. / Datapulse / Jubilee Industries Hldgs / Emas Offshore
08 December 2017
Market Colour / Spore market performance / What to watch out for in the next few weeks
01 December 2017
Market Colour / Golden Energy and Resources (GEAR) / Cache Logistics Trust (CACHE) / Best World
22 November 2017
Market Colour / Viva Industrial Trust (VIT) / Raffles Medical Grp (RMG) / Sembcorp Industries
21 November 2017
Market Colour / Accordia Golf Trust / KGI China/HK weekly / Tencent
20 November 2017
Market Colour / Singapore economy / K1 Ventures / MindChamps
17 November 2017
Market Colour / Spore non-oil domestic exports (NODX) beat expectations / Spore fintech / TW Apple Insight
16 November 2017
Market Colour / Frencken Group / Cromwell European Reit (Cereit) / RE&S / CapitaLand / Tencent
15 November 2017
Market Colour / Japan Foods Holding / Olam Int'l / SingPost / Hong Leong Asia / Healthway Medical
14 November 2017
Market Colour / Accordia Golf Trust / China Sunsine / Golden Agri-Resources / DELFI / Noble Grp
13 November 2017
Market Colour / Cityneon Holdings / Asian Pay TV / Jardine C&C / HRnetGroup / ComfortDelGro
10 November 2017
Market Colour / Yangzijiang / City Devpt / SATS / NetLink NBN Trust
09 November 2017
Market Colour / SingTel / Valuetronics / Keppel-KBS US REIT
06 November 2017
Market Colour / Asia share rally since 2016 driven by tech leaders
03 November 2017
Market Colour / Cloud Computing / Sembcorp Marine / UOB / Manulife US REIT / Keppel KBS US REIT
02 November 2017
Market Colour / mm2 Asia / Frasers Logistics Trust (FLT) / Oxley Hldgs / Far East Hospitality (FEHT)
01 November 2017
Market Colour / Sembcorp Marine / ComfortDelGro / US stocks / Oil markets
31 October 2017
Market Colour / SATS / Ascott / Tianjin Zhong Xin / Hong Leong Asia
30 October 2017
Market Colour / Samudera Shipping Line / iFast Corp / Falcon Energy / Raffles Medical
27 October 2017
Market Colour / China Sunsine Chemical Holdings / Samudera Shipping / CDL Hospitality Trust / Japfa
26 October 2017
Market Colour / OCBC / SGX / Mapletree Commercial Trust (MCT) / Keppel-KBS US REIT IPO
25 October 2017
Market Colour / Frasers Centrepoint Trust / Cache Logistics Trust / Mapletree Industrial Trust (MIT)
24 October 2017
Market Colour / Mapletree Logistics Trust / Mapletree Greater China Commercial Trust / First REIT
23 October 2017
Market Colour / Share buybacks / Institutional fund flows / CapitaLand Commercial Trust / CapitaLand Mall Trust / Tat Hong
20 October 2017
Market Colour / Keppel Corp / CapitaLand Commercial Trust / GuocoLand
19 October 2017
Market Colour / Spore Medical Grp / CapitaLand / Keppel T&T / ESR-Reit / Oxley Hldgs / Keppel REIT / CWT
17 October 2017
Market Colour / M1 / Chip Eng Seng / Keppel DC Reit / Hiap Seng Engrg / SIA / Fischer Tech
16 October 2017
Market Colour / Samudera Shipping Line / AEM Hldgs / Soilbuild REIT / Ocean Sky / Moya Hldgs
13 October 2017
Market Colour / Poh Tiong Choon Logistics / Raffles Education / Oxley Hldgs / Lian Beng
12 October 2017
Market Colour / Spore property mkt / Gold / SPH / Indiabulls Properties Invt Trust / Banyan Tree
11 October 2017
Market Colour / Japan / Trendlines / SUTL / Digital Payments
09 October 2017
Market Colour / China Sunsine Chemical Holdings / Singapore property market / GLP
06 October 2017
Market Colour / First Real Estate Investment Trust / Utd Food Hldgs / Yongnam Hldgs / Pan Utd Corp / Soilbuild Construction Grp / ABR Hldgs / Ezion Hldgs / Croesus Retail Trust
05 October 2017
Market Colour / Alliance Mineral Assets / Keppel Corp / Addvalue Technologies / UnUsUaL / SIA / Utd Global / ST Engrg / Saizen Reit
04 October 2017
Market Colour / 800 Super Hldgs / Thai Beverage / Sembcorp Marine / Spore O&G / Falcon Energy Grp / Top Global / Genting Hong Kong
03 October 2017
Market Colour / Jaya Hldgs / Roxy-Pacific Hldgs / Ezion Hldgs / Global Logistic Properties / HG Metal / Lion-Phillip S-Reit ETF
02 October 2017
Market Colour / Rotary Engrg / Alliance Mineral Assets / GLP / Q&M Dental / Straits Trading Co / Trendlines / Loyz Energy
22 September 2017
Market Colour / SPH / CapitaLand Commercial Trust / ASL Marine Hldgs / Del Monte Pacific / Neo Grp / ERA Realty Network IPO / Allied Technologies
21 September 2017
Market Colour / Oil prices / Great Eastern Hldgs / Poh Tiong Choon Logistics / Swissco Hldgs / Olam Int'l / Sysma Hldgs
20 September 2017
Market Colour / United Engineers, Yanlord, Perennial / Alliance Mineral / Loyz Energy / Keppel Corp / Manulife US REIT / ASTI Hldgs
19 September 2017
Market Colour / SGX / Sembcorp Marine / Cromwell European REIT / TEE Land / Trendlines Grp / Sunpower Grp / ISR Capital
18 September 2017
Market Colour / UOL Group / SBS Transit / Roxy-Pacific / Lian Beng / Keppel T&T / Golden Energy and Resources / Heatec Jietong / Low Keng Huat / Mandarin Oriental
Open an account with KGI Securities (Singapore) today to gain access to the latest research reports.
15 February 2021
2Q21: Maintaining top line recovery but the taxman comes for all (Maintain NEUTRAL; TP: S$ 0.26)
02 February 2021
China Chemicals Industry: Industry Report (Maintain OUTPERFORM, TP: S$ 0.53)
02 February 2021
China Chemicals Industry: Industry Report (Not Rated, TP: S$ 0.155)
12 January 2021
Update: Proposed M&S disposal & special dividend – a win-win deal for shareholders (Maintain OUTPERFORM, TP (cum-div): S$ 1.45)
12 January 2021
Initiation: A well-run ship weathers all storms (Initiation - OUTPERFORM, TP: S$ 0.73)
08 December 2020
Initiation: Achieving their AIM (Initiation - OUTPERFORM; TP: S$ 1.350)
26 November 2020
Initiation: Short-term boost from Covid-19 testing (Initiation - OUTPERFORM; TP: S$ 0.540)
25 November 2020
1Q21: Recovery still not on the cards (Maintain NEUTRAL, TP: S$ 0.29)
20 November 2020
3Q20: Business recovery, and more to come (Maintain OUTPERFORM, TP: S$ 0.60)
19 November 2020
Update: The element of positive surprise (Not Rated)
18 November 2020
3Q20: Achieving 2020 target and a record high performance (Maintain OUTPERFORM, TP: S$ 0.91)
18 November 2020
3Q20: Sales momentum continues (Maintain OUTPERFORM; TP: S$ 1.22)
16 November 2020
3Q20: Short term speed bump in the pursuit of growth (Downgrade to NEUTRAL; TP: S$ 0.360)
16 November 2020
3Q20: Moving in the right direction (Maintain OUTPERFORM, TP: S$ 1.650)
13 November 2020
3Q20: First In First Out as China’s recovery firms up (Maintain OUTPERFORM; TP: S$ 0.890)
12 November 2020
3Q20: Enhanced income visibility and stability (Maintan OUTPERFORM; TP: S$ 0.740)
06 November 2020
Initiation: Skin is the game (Initiation - OUTPERFORM; TP: S$ 0.480)
05 November 2020
3Q20: Focus on core competencies (Maintain OUTPERFORM, TP: S$ 5.26)
04 November 2020
3Q20: In line with expectations, earnings to stabilise (Maintan NEUTRAL, TP: S$1.58)
20 October 2020
3Q20: Good recovery, lifted by potential M&A (Maintain NEUTRAL, TP: S$ 0.48)
31 August 2020
2H20: Trough may be over but no silver bullet for FY21 recovery (Downgrade to NEUTRAL , TP: S$ 0.31)
26 August 2020
Update: Refuelling for the journey ahead (Maintain OUTPERFORM, TP: S$ 1.630)
26 August 2020
Update: Laggard COVID-19 play (Not Rated)
25 August 2020
Update: Minimising risk by restructuring exposure to hospitality sector (Maintain NEUTRAL; TP: S$ 0.54)
24 August 2020
1H20: A hair-raising first half (Not Rated)
21 August 2020
1H20: Boom time for Jiutian (No Rating)
20 August 2020
1H20: Ending 2020 on a high note (Maintain OUTPERFORM, TP: S$ 0.47)
20 August 2020
Update: What’s next? (Maintain NEUTRAL, TP: S$ 0.23)
20 August 2020
1H20: Unusually quiet for now but might get exciting at year’s end (Not Rated)
20 August 2020
Update: It has been a long journey – Accept offer (Accept offer; TP: S$ 0.75)
19 August 2020
1H20: Pricing pressures are surfacing (Maintain OUTPERFORM, TP: S$ 1.52)
18 August 2020
1H20: Robust amidst cyclical downturn (Maintain OUTPERFORM, TP: S$ 0.47)
17 August 2020
2Q20: Strong momentum (Maintain NEUTRAL; TP: S$ 1.17)
17 August 2020
1H20: Better 2H 2020; buy the dip (Maintain OUTPERFORM, TP: S$ 1.210)
17 August 2020
2Q20: Outperformance compared to peers (Maintain OUTPERFORM, TP: S$ 0.89)
17 August 2020
3Q20: Securing its dominant position in Thailand (Maintain OUTPERFORM, TP: S$ 0.93)
14 August 2020
1H20: Don’t mistake this diamond for a rock (Maintain OUTPERFORM; TP: S$ 0.34)
14 August 2020
2Q20: Proven turnaround (Maintain OUTPERFORM, TP: S$ 0.91)
13 August 2020
1H20: Life buoys deployed, afloat but adrift (Not Rated)
13 August 2020
1H20: Beating the odds (Maintain OUTPERFORM, TP: S$ 0.89)
13 August 2020
2Q20: Rethinking office spaces after the pandemic (Maintain NEUTRAL, TP: US$ 0.86)
11 August 2020
1H20: Just cruising along (Maintain NEUTRAL; TP: S$ 0.25)
11 August 2020
1H20: Buoyant in rough waters, but keeping a life jacket for ease of mind (Maintain OUTPERFORM; TP: S$ 0.730)
07 August 2020
2Q20: Long term growth outlook still intact (Downgrade to NEUTRAL; US$ 0.40)
06 August 2020
Initiation: Harder, better, faster, stronger (Initiation - OUTPERFORM, TP: S$ 0.42)
06 August 2020
2Q20: Potential for more Infrastructure projects (Downgrade to NEUTRAL, TP: S$ 0.52)
04 August 2020
2Q20: Billion Dollar Round Table (Maintan OUTPERFORM, TP: S$ 4.60)
04 August 2020
2Q20: Likely lower offer from Temasek (Maintain OUTPERFORM, TP: S$ 6.34)
30 July 2020
2Q20: Extraordinary results in extraordinary circumstances (Maintain Neutral, TP: S$ 1.580)
28 July 2020
Update: Proving a resilient portfolio (Not Rated)
24 July 2020
Update: An eventful week (Maintain OUTPERFORM, TP: S$ 4.24)
22 July 2020
2Q20: Upswing imminent (Upgrade to NEUTRAL, TP: S$ 0.89)
22 July 2020
Initiation: Can this mermaid survive the harsh dry summer? (Initiation - NEUTRAL; TP: S$ 0.085)
17 July 2020
2Q20: Red Hot Chinese Property (Maintan OUTPERFORM, TP: S$ 1.45)
09 July 2020
Initiation: Lake shrinked but new ponds are forming (Initiation - OUTPERFORM, TP: S$ 0.30)
08 July 2020
Initiation: Stealing a march on healthcare (Initiation - OUTPERFORM; TP: S$ 0.34)
03 July 2020
Initiation: Looking a little pale (Initiation - NEUTRAL; TP: S$ 0.32)
03 July 2020
Update: No need for panic (Maintain OUTPERFORM; TP: S$ 0.730)
29 June 2020
Initiation: Reaping the fruits of labour (Initiation - OUTPERFORM, TP: S$ 1.30)
11 June 2020
Initiation: Not your average retail REIT (Initiation - OUTPERFORM, TP: S$ 0.89)
05 June 2020
Initiation: Indonesia’s Sweet Darling (Initiation - OUTPERFORM, TP: S$ 0.93)
26 May 2020
1Q20: Sustained momentum; good value compared to peers (Maintain OUTPERFORM, TP: S$ 1.010)
18 May 2020
1Q20: Expecting a turnaround afterwards (Maintain OUTPERFORM, TP: S$ 0.91)
18 May 2020
Update: Pivoting through tough times (Not Rated)
18 May 2020
Update: Structural shifts in play (Maintain NEUTRAL, TP: S$ 0.48)
14 May 2020
1Q20: Best and biggest port in this storm (Maintan OUTPERFORM, TP: S$ 3.61)
14 May 2020
1Q20: A confidence signal amidst uncertain times (Maintain UNDERPERFORM, TP: S$ 0.74)
14 May 2020
1Q20: Normalcy with an added sprinkle of caution (Maintan OUTPERFORM, TP: S$ 0.730)
13 May 2020
Update: First in first out - China retail recovery underway (Maintain OUTPERFORM, TP: S$ 1.540)
13 May 2020
1Q20: What doesn’t kill you makes you stronger (Maintain OUTPERFORM; US$ 0.67)
11 May 2020
Update: Structural or cyclical? Resume coverage with Outperform (Upgrade to Outperform, TP: S$ 2.390)
08 May 2020
Our April Archive: KGI Securities April 2020 Monthly Recap
04 May 2020
Initiation: Any bullets left in this chamber? (Initiation - UNDERPERFORM, TP: S$ 0.67)
30 April 2020
1Q20: 1Q20 results update; An emanation of Covid-19 (Downgrade to Neutral, TP: S$ 1.460)
02 April 2020
Our March Memoir: KGI Securities March 2020 Monthly Recap
31 March 2020
Update: Delay to Olympics and travel bans a major blow to hotel business (Maintain NEUTRAL, TP: S$ 0.62)
17 March 2020
Update: Management update: COVID-19 Impact
12 March 2020
4Q19: Hurt on all sides (Downgrade to NEUTRAL, TP: S$ 0.62)
11 March 2020
4Q19: Win-Win for IFS and SMEs (Maintain OUTPERFORM, TP: S$0.30)
10 March 2020
KGI Trading Ideas - Singapore banks: Overshooting on the downside
10 March 2020
Update: Yield hungry? Try something else (Downgrade to NEUTRAL, TP: S$ 2.190)
09 March 2020
KGI Trading Ideas - Is the ETF bubble finally going to burst?
05 March 2020
Our February Flashback: KGI Securities February 2020 Monthly Recap
04 March 2020
4Q19: Expecting a quick China recovery in 2Q20 (Maintain OUTPERFORM, TP: S$ 0.91)
02 March 2020
4Q19: Somewhat immune, but some sniffles expected (Maintain OUTPERFORM, TP: S$ 0.820)
02 March 2020
4Q19: Roaring into the Twenties (Maintain OUTPERFORM, TP: S$ 2.60)
28 February 2020
4Q19: Blowout 4Q19 results; buying opportunity (Upgrade to OUTPERFORM, TP: S$ 1.010)
27 February 2020
4Q19: Looking beyond earnings as corporate actions await (Maintain NEUTRAL, TP: S$ 1.19)
26 February 2020
4Q19: 4Q19 results update; Steady as it goes (Maintan OUTPERFORM, TP: S$1.400)
24 February 2020
4Q19: Sputtering engines and dividend cut (Maintain OUTPERFORM, TP: S$2.28)
20 February 2020
1Q20: Lifted by Spirits (Upgrade to OUTPERFORM, TP: S$ 0.96)
20 February 2020
4Q19: Missed estimates; no near term catalysts (Downgrade to NEUTRAL, TP: US$ 0.51)
20 February 2020
4Q19: Largely in line with forecasts, keep an eye peeled (Maintain OUTPERFORM; US$ 0.95)
13 February 2020
4Q19: Short-term impact from coronavirus (Maintain OUTPERFORM, TP: S$ 1.660)
10 February 2020
4Q19: Performance in line; busy year of acquisitions (Downgrade to NEUTRAL, TP: US$ 1.11)
05 February 2020
Our January Notes: KGI Securities January 2020 Monthly Recap
30 January 2020
4Q19: Going in the right direction but headwinds remain (Maintain NEUTRAL, TP: S$ 0.55)
15 January 2020
Update: Testing new waters (Maintain OUTPERFORM, TP: S$ 2.57)
06 December 2019
Initiation: See More Clearly Now – Turning Smog into Opportunity (Initiation - OUTPERFORM, TP: S$ 0.91)
02 December 2019
Our November Summary: KGI Securities November 2019 Monthly Recap
02 December 2019
3Q19: Looking forward to Tokyo 2020 (Maintain OUTPERFORM, TP: S$ 1.24)
25 November 2019
Initiation: E-Commerce taking over the World (Initiation - OUTPERFORM, TP: S$ 0.84)
19 November 2019
Update: Fare increase to help ease cost pressure (Upgrade to OUTPERFORM, TP: S$ 2.61)
18 November 2019
3Q19: This battleship is not sinking (Maintain OUTPERFORM, TP: US$ 0.61)
18 November 2019
Update: Too fast too furious (Downgrade to NEUTRAL , TP: S$0.930)
15 November 2019
2Q20: Back in the game; highest interim dividend since 2014 (Maintain OUTPERFORM, TP: S$0.670)
14 November 2019
3Q19: Healthy growth in SME lending business (Maintain OUTPERFORM, TP: S$0.30)
12 November 2019
3Q19: Bargain hunting (Maintain OUTPERFORM, TP: S$ 1.200)
11 November 2019
2Q20: Holding steady despite challenging environment (Maintain NEUTRAL, TP: S$ 0.460)
08 November 2019
3Q19: Order wins gaining momentum (Maintain OUTPERFORM, TP: S$ 0.610)
07 November 2019
3Q19: Riding on the wave of business and technology transformation (Maintain OUTPERFORM, TP: S$0.930)
07 November 2019
Our October Summary: KGI Securities October 2019 Monthly Recap
07 November 2019
3Q19: Short-term disruptions paving the way for long-term sustainability (Maintain OUTPERFORM; US$ 0.99)
06 November 2019
3Q19: 3Q19 result updates; AUM passed the US$2bn mark (Maintain OUTPERFORM, TP: US$ 1.00)
04 November 2019
3Q19: Blue Skies Ahead (Maintain OUTPERFORM, TP: S$ 1.80)
01 November 2019
3Q19: 3Q19 results update; Sustaining the growth momentum (Maintain OUTPERFORM, TP: S$1.35)
31 October 2019
3Q19: Earnings on a roll; Awaiting further portfolio rejuvenation (Maintain OUTPERFORM, TP: S$ 1.740)
25 October 2019
Update: Rumour grows as it goes (Maintain OUTPERFORM, TP: US$ 0.72)
21 October 2019
3Q19: Weak 2019 earnings likely priced in; attractive entry level (Upgrade to OVERWEIGHT, TP: S$ 7.440)
18 October 2019
3Q19: Doubling down in Australia; Transitional headwinds persist (Maintain Neutral, TP: S$ 0.58)
17 October 2019
3Q19: More positives this quarter (Maintain OUTPERFORM, TP: S$ 2.110)
11 October 2019
Site Visit: Site visit to First REIT’s assets in Jakarta (Not Rated)
11 October 2019
Initiation: Divide and Conquer (Initiation - OUTPERFORM, TP: S$ 1.34)
10 October 2019
Re-Initiation: Accumulate at the trough (Re-Initiation - OUTPERFORM, TP: S$ 1.400)
02 October 2019
Our September Summary: KGI Securities September 2019 Monthly Recap
02 October 2019
Initiation: A strategically superior, high yielding, pure-play REIT (Initiation - OUTPERFORM, TP: US$ 0.960)
02 October 2019
Initiation: Rock bottom valuations; Bound to soar (Initiation - OUTPERFORM, TP: US$ 0.840)
26 September 2019
Site Visit: Site visit to UAG’s Tokyo hotels and residential properties (Maintain OUTPERFORM, TP: S$ 1.24)
24 September 2019
Update: Latest acquisition to increase reserves by 56% (Maintain NEUTRAL, TP: S$ 0.140)
19 September 2019
Update: California next on the menu; Benchmark inclusion insight (Maintain OUTPERFORM, TP: US$ 1.01)
17 September 2019
Update: Gaining traction with twin acquisitions (Upgrade to OUTPERFORM, TP: S$ 1.950)
10 September 2019
Update: Earnings boost from US$25mn acquisition (Maintain OUTPERFORM, TP: S$ 0.64)
10 September 2019
Update: Opportunity to accumulate on the back of new upcycle (Upgrade to OUTPERFORM, TP: S$0.81)
06 September 2019
Our August Archive: KGI Securities August 2019 Monthly Recap
29 August 2019
Update: Hazy outlook as China demand weakens (Maintain NEUTRAL, TP: S$ 0.140)
28 August 2019
Update: Good first half as it keeps up positive momentum (Maintain OUTPERFORM, TP: S$ 1.24)
26 August 2019
Update: Keeping up the momentum in lending to Southeast Asian SMEs (Maintain OUTPERFORM, TP: S$0.30)
22 August 2019
2Q19: Highest quarterly profit but valuations not a bargain anymore (Downgrade to NEUTRAL, TP: S$0.810)
19 August 2019
3Q19: Not the best time for a hangover (Maintain NEUTRAL, TP: S$0.80)
16 August 2019
Update: Highest number of players since 2014 (Maintain OUTPERFORM, TP: S$0.670)
15 August 2019
Update: Starting to look attractive again but risks from currency exposure (Maintain Neutral, TP: S$2.77)
15 August 2019
2Q19: Reaping the fruits of recent acquisitions (Maintain OUTPERFORM, TP: US$ 0.98)
02 August 2019
2Q19: 1H19 exceeded expectations; accumulate on dip (Maintain Outperform, TP: S$ 1.680)
01 August 2019
KGI Trading Ideas: First US rate cut since 2008 and implications for markets
31 July 2019
2Q19: Disappointing results; recovery postponed (Downgrade to NEUTRAL, TP: S$ 1.59)
31 July 2019
2Q19: 2Q19 results update; steering a steady ship (Maintain Outperform, TP: S$ 1.270)
26 July 2019
3Q19: 3Q19 results update; AEI works to fuel organic growth in the coming few quarters (Maintain Neutral, TP: S$ 2.510)
24 July 2019
Update: Moving with the times (Not Rated)
22 July 2019
2Q19: Weak first half while outlook looks muted (Maintain Neutral , TP: S$ 7.430)
19 July 2019
2Q19: 2Q19 results update; Lower DPU within expectations (Maintain Neutral, TP: S$ 0.610)
17 July 2019
2Q19: 2Q19 results update; Near term catalysts looked to be priced in (Downgrade to NEUTRAL, TP: S$ 1.710)
16 July 2019
Re-Initiation: Strategic turnaround with first foray into Australia (Re-Initiate - Neutral, TP: S$ 0.609)
11 July 2019
Update: Potential upside from redevelopment and divestments (Not Rated)
10 July 2019
Update: Good share price performance YTD but valuations are stretched (Downgrade to Neutral, TP: S$2.77)
24 June 2019
Re-Initiation: Defensive suburban retail player with a clear growth strategy (Re-Initiate - Neutral, TP: S$ 2.330)
03 June 2019
Site Visit: Site visit to ASPRI-Westlite Papan and Dwell Selegie (Not Rated)
31 May 2019
Update: Improving operations marred by impairment losses (Maintain Outperform BUY, TP: S$ 0.700)
22 May 2019
4Q19: New store openings weigh on performance (Maintain NEUTRAL, TP: S$0.550)
21 May 2019
Update: Healthy order wins (Maintain BUY, TP: S$0.58)
17 May 2019
Update: Bonus for shareholders (Maintain BUY, TP: S$ 1.860)
16 May 2019
1Q19: Lifted by acquisitions and public transport services (Maintain BUY, TP: S$2.77)
13 May 2019
1Q19: Slowing down QoQ but business remains well diversified (Maintain BUY, TP: S$0.670)
13 May 2019
2Q19: Maintain Hold (Maintain HOLD, TP: S$0.75)
06 May 2019
1Q19: Firming industry outlook (Maintain BUY, TP: S$ 2.480)
03 May 2019
4Q18: 2019 is looking good; upcoming 1Q19 results may provide short-term catalyst (Not Rated)
02 May 2019
1Q19: Fairly Valued. Downgrade to Hold (Downgrade to HOLD, TP: S$27.700)
29 April 2019
1Q19: 1Q19 results update; positive start to the year (Maintain BUY, TP: US$ 0.97)
29 April 2019
1Q19: Navigating Competitive Landscapes (Maintan BUY, TP: S$ 1.24)
18 April 2019
1Q19: 1Q19 results update; KDCREIT may see the acquisition of KDC 4 (SG) in 2019. (Maintain BUY, TP: S$ 1.620)
18 April 2019
Fixed Income Note: Short-Term Carry (USD)
12 April 2019
Fixed Income Note: Intermediate Term Carry (USD)
09 April 2019
Update: Placement successful; firm dividend policy until FY20 (Maintain BUY, TP: S$ 1.860)
05 April 2019
Initiation: Banking on Singapore’s position as global data centre market leader (Initiation - BUY, TP: S$ 1.620)
04 April 2019
Site Visit: Site visit; waiting for acquisitions (Maintain BUY, TP: S$ 0.720)
29 March 2019
Company Visit: Site visit to Sasseur REIT’s outlet malls in Chongqing and Hefei (Not Rated)
26 March 2019
Update: Hazy outlook as global economic growth slows (Maintain HOLD, TP: S$0.190)
22 March 2019
Credit Note: Intermediate - Term Carry (USD)
20 March 2019
Initiation: Pure play China retail REIT – Positive asset recycling efforts to pay off by 2020 (Initiation - BUY, TP: S$ 1.610)
14 March 2019
4Q18: Looking forward to a better year (Maintain BUY, TP: S$ 2.07)
12 March 2019
Update: In good health as it grows from one to three (Not Rated)
12 March 2019
4Q18: Highest quarterly profit in eight years (Maintain BUY, TP: S$0.670)
07 March 2019
Update: Taking advantage of opportunities amid short-term challenges (Not Rated)
06 March 2019
Update: First of its kind – NERF family entertainment centres (Not Rated)
04 March 2019
Update: Positive trends; attractive 5.5% dividend yield (Maintain BUY, TP: S$0.58)
01 March 2019
Update: First of its kind – theme park focused entertainment stock listed in SG (Not Rated)
28 February 2019
Update: Strong growth in China but risks remain (Not Rated)
27 February 2019
Update: Navigating Competitive Landscapes (Maintan BUY, TP: S$1.24)
22 February 2019
Credit Note: Intermediate-Term Carry (SGD)
21 February 2019
Update: Dovish Fed and market volatility weighs (Maintain BUY, TP: S$27.700)
21 February 2019
4Q18: Positioning for the future (Maintain BUY, TP: S$ 2.48)
18 February 2019
Update: Acquisition-fuelled year; taxi business stabilising (Maintain BUY, TP: S$2.77)
18 February 2019
Update: Downgrade to Hold (Downgrade to HOLD, TP: S$0.75)
15 February 2019
FY18: FY18 results update; Dividend yield remains attractive amongst office peers (Maintain BUY, TP: US$0.95)
15 February 2019
3Q19: Tee time; consolidation in the industry likely to benefit the largest players (Upgrade to BUY, TP: S$0.610)
14 February 2019
Credit Note: Intermediate-Term Carry (SGD)
11 February 2019
Update: Anything is good if it’s made of chocolate (Not Rated)
08 February 2019
Credit Note: Intermediate-Term Carry
01 February 2019
3Q19: Stable business under a challenging environment; interesting JV overseas (Maintain HOLD, TP: S$0.570)
28 January 2019
4Q18: Muted outlook as key segments face headwinds (Downgrade to HOLD, TP: S$ 7.50)
24 January 2019
Credit Note: Short-Term Carry
22 January 2019
Update: Short-term catalyst from completion of 18 Robinson project (Not Rated)
21 January 2019
Update: Past cyclical troughs (Maintain BUY, TP: S$ 2.50)
16 January 2019
Update: Great start to the new year; 2018 infra order wins increased 44% YoY (Maintain BUY, TP: S$ 0.57)
11 January 2019
Update: Company presentation update; rock-bottom valuations (Maintain HOLD, TP: S$0.610)
11 January 2019
Credit Note: Defensive positioning with positive carry
02 January 2019
Update: New moneylending business model driven by the digital economy (Maintain BUY, TP: S$0.29)
05 December 2018
Update: Opportunity to buy on recent weakness due to disappointing results (Maintain BUY, TP: S$0.75)
27 November 2018
Update: Downgrade to HOLD; cautious outlook on industry (Downgrade to HOLD, TP: S$0.210) - Updated Version
20 November 2018
Update: 8.2% div yield not enough to offset risks and lack of re-rating in next two years (Not Rated)
15 November 2018
2Q19: Attractive valuations but lack of near-term re-rating catalysts; downgrade to HOLD (Downgrade to HOLD, TP: S$0.610)
15 November 2018
3Q18: Operations improving but expenses expected to remain high (Cease Coverage)
13 November 2018
Company Visit: Australia site visit to Alliance and Pilbara Minerals; industry weakness an opportunity (Not Rated)
12 November 2018
3Q18: Improving performance; overall outlook positive (Maintain BUY, TP: S$2.72)
12 November 2018
2Q19: Rising competition; downgrade to HOLD (Downgrade to HOLD, TP: S$0.560)
05 November 2018
3Q18: 3Q18 results in line with expectations; opportunity to accumulate after sell-off (Maintain BUY, TP: US$0.92)
02 November 2018
Re-Initiation: Geared for Wealth (Re-Initiation - BUY, TP: S$27.700)
01 November 2018
3Q18: Navigating Competitive Landscapes (Maintain BUY, TP: S$1.24)
01 November 2018
1Q19: Additional Retailers Key to FY19 (Maintain BUY, TP: S$ 0.02)
17 October 2018
Initiation: Turnaround taking shape; Financing SMEs since 1987 (Initiation - BUY, TP: S$0.29)
15 October 2018
Update: Overreaction to Go-Jek’s entry into Singapore (Maintain BUY, TP: S$2.72)
08 October 2018
Re-Initiation; Site-Visit: Turnaround as industry fundamentals improve; offering attractive 6% dividend yield (Re-Initiation; Site-Visit - BUY, TP: S$0.57)
27 September 2018
Update: Spatial Audio Unleashed (Not Rated)
27 September 2018
Update: Wake up call for Singapore’s telcos (Not Rated)
27 September 2018
Update: Offer for M1 and KT&T; EPS-accretive deals leveraging on its strong balance sheet (Maintain BUY, TP: S$9.43)
14 September 2018
Initiation: Unlocking Opportunities in Vietnam and Thailand (Initiation - BUY, TP: S$0.75)
14 September 2018
Initiation: A defensive story for the long haul (Initiation - BUY, TP: S$1.24)
30 August 2018
2Q18: Blow out quarter; expect VAS momentum to continue as key driver (Maintain BUY, TP: US$ 60.08)
30 August 2018
4Q18: Growth plans on track with more retailers expected to come aboard (Maintain - BUY, TP: S$ 0.02)
28 August 2018
Update: Defensive suburban exposure for the long haul (Not Rated)
27 August 2018
Update: Turnaround as industry fundamentals improve; offering attractive 6.4% dividend yield (Not Rated)
21 August 2018
2Q18: Good set of results; Trading at attractive valuations (Maintain BUY, TP: S$2.00)
17 August 2018
1Q19: It’s a new dawn, It’s a new day (Maintain BUY, TP: S$0.700)
16 August 2018
1Q19: Venturing beyond Singapore; Indonesia a promising market (Maintain BUY, TP: S$0.640)
16 August 2018
2Q18: Cityneon continues to deliver yet another stellar quarter (Maintain BUY, TP: S$1.510)
13 August 2018
2Q18: 2Q18 results in line with expectations; lower DPU on enlarged unit base (Maintain BUY, TP: US$0.97)
13 August 2018
2Q18: Strong Results from Q2; China Expansion on Track (Maintain BUY, TP: S$0.86)
03 July 2018
Re-Initiation: Golden opportunity (Re-Initiation - BUY, TP: S$0.380)
25 June 2018
Offer of foreign IPO in Singapore which does not have prospectus lodged and registered with MAS can only be offered to institutional investors (Sec 274 of SFA) and accredited investors (Sec 275 of SFA). IPO Note: World’s largest tech IPO since 2014
22 June 2018
Initiation: World’s First Fully Digital Asset Protection Technology (Initiation - BUY, TP: S$ 0.02)
06 June 2018
Initiation: Momo 8.0: Social Graphing Generation Y (Initiation - BUY, TP: US$ 58.93)
06 June 2018
Update: Finally commercialising its flagship technology (Not Rated)
04 June 2018
Update: Coal mine site visit; on-track for another record year (Maintain BUY, TP: S$0.300)
04 June 2018
Company Visit: Visit to Sasseur REIT’s outlet in Chongqing, Hefei & Xi’an (Not Rated)
31 May 2018
4Q18: Unfavourable weather conditions and one-off expenses (Maintain BUY, TP: S$0.700)
22 May 2018
1Q18: Upside as trade war averted (Maintain BUY, TP: S$2.00)
21 May 2018
4Q18: Scaling new heights; constantly reinventing its restaurants (Maintain BUY, TP: S$0.640)
18 May 2018
1Q18: 1Q18 results in line; 4th IP update (Maintain BUY, TP: S$1.54)
14 May 2018
1Q18: Positive developments (Maintain BUY, TP: S$2.72)
11 May 2018
1Q18: China Expansion Nearing (Maintain BUY, TP: S$0.86)
07 May 2018
1Q18: Pure-play on oil industry recovery (Upgrade to BUY, TP: S$2.64)
02 May 2018
1Q18: 1Q18 results above estimates, albeit lower DPU YoY (Maintain BUY, TP: US$1.02)
30 April 2018
Update: Resilience amid disruption; Stable 5% dividend yield (Maintain BUY, TP: S$2.72)
24 April 2018
Update: Caution still warranted (Maintain SELL, TP: S$0.10)
24 April 2018
Update: Company visit to Nagoya golf courses (Maintain BUY, TP: S$0.78)
23 April 2018
1Q18: Strength through its diversified business model (Maintain BUY, TP: S$9.43)
17 April 2018
Update: Acquisition update: Penn & Phipps (Maintain BUY, TP: US$1.01)
05 April 2018
Initiation: Nurturing Generation Z: Beyond a Montessori (Initiation BUY, TP: S$0.860)
05 April 2018
Update: Sales of Parc Botannia above expectations (Maintain BUY, TP: S$0.680)
04 April 2018
Company Visit: Site visit to chemical plants in Henan, China (Not Rated)
16 March 2018
Update: Surprise 6.25 cents dividend; Upside from HK property (Maintain BUY, TP: S$1.81)
07 March 2018
Update: Share price weakness a chance to accumulate (Upgrade to BUY, TP: S$0.720)
05 March 2018
FY17: Fantastic set of results; Growth story still intact (Maintain BUY, TP: S$1.54)
26 February 2018
4Q17: Orders are returning but profitablity to remain weak (Maintain HOLD, TP: S$2.06)
26 February 2018
4Q17: Results in line; 2.39 SG cents dividend declared (Downgrade to HOLD, TP: S$0.720)
21 February 2018
Initiation: Pure-play US REIT looking to double AUM in two years (Initiation BUY, TP: US$1.008)
15 February 2018
Company Visit: X-Fi technology could open new markets (Not Rated)
12 February 2018
3Q18: Stellar results; highest quarterly earnings since IPO (Maintain BUY, TP: S$0.540)
05 February 2018
Update: Testing 5‐year support levels; Attractive dividend yields (Not Rated)
05 February 2018
Note: REITs looking attractive after knee-jerk reaction to spike in 10 year US Treasury yields
15 December 2017
Update: Diversification strategy paying off (BUY, TP: S$8.670)
15 December 2017
3Q17: Well-positioned for growth; opportunity to accumulate (BUY, TP: S$1.850)
13 December 2017
Update: Sale of 14-year old vessel 55% above our estimates (BUY, TP: S$0.150)
12 December 2017
Note: Riding the waves as the #1 CRM solutions provider (Not Rated)
21 November 2017
2Q18: DPU impacted by repayment of membership deposits (Maintain BUY, TP: S$0.780)
15 November 2017
3Q17: Opportunity to accumulate (Maintain BUY, TP: S$0.660)
15 November 2017
2Q18: Healthy margins and higher dividend payout (Maintain BUY, TP: S$0.530)
13 November 2017
Initiation: Conquering the world; one country at a time (Initiation - BUY, TP: S$1.380)
02 November 2017
3Q17: Earnings needed to sustain rally; downgrade to HOLD (Downgrade to HOLD, TP: S$2.05)
27 October 2017
3Q17: Profitable and severely undervalued (Maintain BUY, TP: S$0.380)
26 October 2017
Update: Deep-Value; Robust Growth; Solid-Moat (BUY, TP: S$1.390)
13 October 2017
Update: Positive outlook on near-synchronous global growth (Maintain BUY, TP: S$0.380)
06 October 2017
Update: Riding high on favourable supply-demand dynamics (Not Rated)
05 October 2017
Update: Stable yield buoyed by rising healthcare demand in Indonesia (Not Rated)
28 September 2017
Update: Sailing through one of the worst industry downturns (Not Rated)
26 September 2017
Update: Indonesian infrastructure play (Not Rated)
15 September 2017
Update: Poised to benefit from residential property upcycle (Not Rated)
11 September 2017
Update: Well-positioned to power Asia's growth (BUY, TP: S$0.360)
01 May 2017
Initiation: Fuellling growth through moneylending; benefits from rising gold price (Initiation BUY, TP: S$0.390)
01 May 2017
Update: Further inroads into the Netherlands to capture growth (Not Rated)
01 May 2017
Update: Riding on recent upturn in property sentiments (BUY, TP: S$0.410)
25 January 2017
Company Visit: Proxy for growth in natural rubber demand (Not Rated)
11 January 2017
Note: Riding on China’s consumption led growth (Not Rated)
10 January 2017
Note: Exciting times ahead with gradual liberalisation of the Chinese markets (Not Rated)
05 January 2017
Update: Shifting into high gear. 60% of market cap is cash (Not Rated)
02 January 2017
Update: Attractive dividend yield; resilience amid disruption (BUY, TP: S$2.24)
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02 February 2021
China Chemicals Industry - Industry Report - China Sunsine Chemicals (CSSC SP; TP: S$ 0.53) and Jiutian Chemical (JIUC SP; TP: S$ 0.155)
11 December 2020
KGI Market Strategy: China Investment Themes for 2021: A summary
11 December 2020
KGI Market Strategy: China Investment Themes for 2021: A summary
11 December 2020
KGI Technical Analysis: Technical view of Crude Oil, Gold & Silver
27 November 2020
KGI Technical Analysis: Technical view of Crude Oil, Gold & Silver
12 November 2020
KGI Market Strategy: Tactical plays – The last stretch of 2020
06 November 2020
KGI Technical Analysis: Technical view of Crude Oil, Gold & Silver
23 October 2020
KGI Technical Analysis: Technical view of Crude Oil, Gold & Silver
05 October 2020
KGI Market Strategy 4Q 2020 Outlook Part 3: Our picks to sprint towards the finish line
02 October 2020
KGI Technical Analysis: Technical view of Crude Oil, Gold & Silver
02 October 2020
KGI Technical Analysis: Technical view of Crude Oil, Gold & Silver
25 September 2020
KGI Market Strategy: 4Q 2020 Outlook
22 September 2020
KGI Market Strategy 4Q 2020 Outlook Part 2: Equities and Fixed Income Outlook
21 September 2020
KGI Market Strategy 4Q 2020 Outlook Part 1: What to watch out for going into the last stretch of 2020
04 September 2020
Technical Analysis: Technical view of Crude Oil, Gold & Silver
04 September 2020
Technical Analysis: Technical view of Crude Oil, Gold & Silver
21 August 2020
Technical Analysis: Technical view of Crude oil, Gold & Silver
21 August 2020
Technical Analysis: Technical view of Crude oil, Gold & Silver
07 August 2020
Technical Analysis: Technical view of Crude oil, Gold & Silver
24 July 2020
KGI Market Strategy: 2020 年下半年展望——第一部分
17 July 2020
Technical Analysis: Technical view of Crude, Gold & Silver, and FTSE China A50
17 July 2020
Technical Analysis: Technical view of Crude, Gold & Silver, and FTSE China A50
14 July 2020
KGI Market Strategy 2H 2020 Outlook: Looking beyond the current pandemic
26 June 2020
Technical Analysis: Technical view of Crude oil and Gold & Silver
26 June 2020
Technical Analysis: Technical view of Crude oil and Gold & Silver
12 June 2020
Technical Analysis: Technical view of S&P 500, Brent, Gold & Silver
05 June 2020
Industry Report: Bottom fishing for cyclical stocks: Part 3
05 June 2020
Industry Report: Bottom fishing for cyclical stocks: Part 2
22 May 2020
Industry Report: Bottom fishing for cyclical stocks: Part 2
22 May 2020
Industry Report: Bottom fishing for cyclical stocks: Part 2
08 May 2020
Industry Report: Bottom fishing for cyclical stocks: Part 1
08 May 2020
Industry Report: Bottom fishing for cyclical stocks: Part 1
28 April 2020
KGI S-REITs Update: A lesson to stick to quality REITs
24 April 2020
Commodities Oil: After negative oil prices, upside going forward is a trading opportunity
23 April 2020
Commodities Oil: After negative oil prices, upside going forward is a trading opportunity
17 April 2020
KGI Singapore 9M 2020 Outlook: Bottom for Singapore equities
15 April 2020
KGI Singapore 9M 2020 Outlook: Bottom for Singapore equities; Summarised
13 April 2020
KGI Market Strategy: 9M 2020 Outlook: Bottom for Singapore equities
27 March 2020
KGI Market Strategy - Gold: Hedge against incoming Dollar flood
27 March 2020
KGI Market Strategy - Gold: Hedge against incoming Dollar flood
25 March 2020
KGI Market Strategy: KGI Singapore REITS Watchlist – Top Picks
23 March 2020
KGI Market Strategy: KGI Singapore REITS Watchlist
13 March 2020
KGI Market Strategy: Crude oil: Price war - Optimal strategy under the prisoners’ dilemma
13 March 2020
KGI Market Strategy: Crude oil: Price war - Optimal strategy under the prisoners’ dilemma
06 March 2020
KGI Market Strategy: Perfect storm: Encountering black swans and grey rhinos (Part One)
06 March 2020
KGI Market Strategy: Perfect storm: Encountering black swans and grey rhinos (Part One)
21 February 2020
KGI Market Strategy: Collateral damage: Japan and South Korea
21 February 2020
KGI Market Strategy: Collateral damage: Japan and South Korea
14 February 2020
KGI Market Strategy - Two different worlds: Part Two
14 February 2020
KGI Market Strategy - Two different worlds: Part Two
07 February 2020
Two different worlds: Part One
22 January 2020
Market Strategy: Taking some risk off before the holidays
22 January 2020
Market Strategy: Taking some risk off before the holidays
29 November 2019
Trading Strategy: Risky December
14 October 2019
China Shipping and Ports: Potential winners from easing trade tensions
07 October 2019
KGI Singapore High Dividend Watchlist (Ex-REITs)
03 October 2019
Inverse Exchange Traded Funds: A Gathering Storm
02 October 2019
Resilience underpinned by domestic consumption; Fears of trade war overplayed
17 July 2019
KGI Singapore High Dividend Watchlist (Ex-REITs)
04 July 2019
KGI Singapore High Dividend Watchlist (Ex-REITs)
13 June 2019
KGI Singapore High Dividend Watchlist (Ex-REITs)
04 February 2019
LVMH’s share price rally signals buoyant luxury consumption by the Chinese
30 January 2019
(CapitaLand Commercial Trust / Mapletree Commercial Trust / CapitaLand Mall Trust / Frasers Centrepoint Trust / Mapletree Industrial Trust / Mapletree Logistics Trust / Keppel DC REIT / Ascendas Hospitality Trust / Far East Hospitality Trust)
11 January 2019
Easing trade war tensions and resilient global luxury consumption
02 January 2019
CapitaLand Commercial Trust / Mapletree Commercial Trust / CapitaLand Mall Trust / Frasers Centrepoint Trust / Keppel DC REIT / Mapletree Logistics Trust / Mapletree Industrial Trust / Far East Hospitality Trust
01 July 2017
CapitaLand / Wheelock Properties Spore / Wing Tai Hldgs / Ho Bee Land / Mapletree Commercial Trust / Yanlord Land
01 May 2017
Ezion (SELL, TP: S$0.20) / Keppel Corporation (HOLD, TP: S$6.50) / Nam Cheong (HOLD, TP: S$0.07) / Pacific Radiance (HOLD, TP: S$0.17) / Sembcorp Marine (HOLD; TP: S$1.63)
01 October 2016
Keppel Corporation (Upgrade to BUY; TP: S$5.93) / Sembcorp Marine (HOLD; TP: S$1.39) / Triyards Holdings (BUY; TP: S$0.43)
01 July 2016
IHH Healthcare / Raffles Medical Grp / Q&M Dental
01 May 2016
Nam Cheong (Upgrade to BUY; TP: S$0.11) / Pacific Radiance (Upgrade to BUY; TP: S$0.40) / Keppel Corporation (HOLD; TP: S$5.60) / Triyards Holdings (BUY; TP: S$0.55)