Wednesday, May 27, 2015

Li Ka-Shing backed ARA Asset management Moving higher?


Since 2009 ARA have been going on an uptrend, looking at the weekly chart, 2014 was not a good year for the company as the price when a bit lower. For the past few weeks we see ARA started moving again, in the chart above the price is telling us the mid-long term uptrend is here, indicated by green candle on our system.

Many may not know that ARA asset management is backed by Asia Richest man Li Ka-Shing, this stock has strong fundamental with good management team. Read more from my friend Stanley Lim, CFA, articles (below link) on ARA asset management

Current Dividend yield 2.84%


3 Things Investors Should Know From ARA Asset Management AGM


by the way, this week we are not having Seminar, for upcoming Free stock seminar dates, time and Location please Drop me a message.

Contact Me!



Shenzhen-Hong Kong Stock Connect an Opportunities In Potential, Property Stocks !

DR CHAN YAN CHONG | MAY 2015
Though the Hong Kong and Singapore stock markets are diverging from the US stock market, it is still worthwhile to pay attention to the words of US Federal Reserve chairwoman Janet Yellen. Yellen, who previously hardly commented on the stock market, recently said that Wall Street is overvalued.

I think the main reason for the comment is to cool down the US stock market before interest rates are raised, so as to lessen the anticipated blow to the US stock market, which in turn will limit the negative impact on the nation’s overall economic performance.
Interest Rate Hikes
The Fed started talking about rate hikes in May 2013, and that went on for two years. While the Fed has been all talk no action, the materialisation of the rate hike event will still bring damage.
The Dow Jones Industrial Average has been vacillating within a relatively narrow band for a while, so it has little effect on the stock markets in Singapore and Hong Kong.
However, once the fluctuations break out from this band, the resulting swings can still impact stock markets worldwide, so we should remain vigilant and take Yellen’s speeches to heart from now on.
Over the past few weeks, the Singapore stock market has been correcting downwards, while the Hong Kong stock market has also been going through a correction.
Small & Mid Caps Booming Lately
Nevertheless, when we talk about a rise or correction, we have always been referring to the movements in blue-chip stocks. In recent months, small-, mid-cap and Growth Enterprise Market (GEM) stocks in Hong Kong have been enjoying a booming rally, thanks to the expectant speculations over the Shenzhen-Hong Kong Stock Connect scheme that is being mooted.
Currently, investors from mainland China are not allowed to trade in Hong Kong small-, mid-cap and GEM stocks through the Shanghai-Hong Kong Stock Connect, and are limited only to first-tier blue chips and second-tier large-cap stocks.
Retail investors form the bulk of Chinese investors, and they are obsessed with GEM stocks. GEM stocks are also listed on the Shenzhen bourse, so if the proposed connect scheme eventually allows bilateral trading of GEM stocks, this group of Hong Kong stocks are primed for a bull run.
The average price-to-earnings ratio of Shenzhen GEM stocks is currently in excess of 100 times, an unbelievable level. The allure of the proposed Shenzhen-Hong Kong Stock Connect lies in the fact that Hong Kong does not impose circuit breakers, so stock prices are allowed to rise 50 percent, 60 percent or even more.
In Chinese stock markets, if share price rise or fall by 10 percent, trade is immediately halted for the stock. For this reason, the Hong Kong bourse offers better speculative opportunities.
Chinese Stocks Will Reflect True Value Soon
As Chinese housewives are queuing up in droves to open trading accounts, at least half of the hundreds of millions of Chinese investors are stock market novices.
Majority of Chinese investors believe that stock prices will rise and that the Chinese central government would want the stock market to rise. As stock prices rise, they attract even more new investors.
The recent rebound in Chinese property stocks is supported by solid company performance across the board, attributable to the Chinese government’s effort in supporting property prices in hope that it will help propel growth in the economy. Chinese property stocks have fallen so much over the past two years, and it is time for them to appreciate so as to reflect their true value.
Stocks In HK Attractive
The blue-chip property stocks in Hong Kong are integrated corporations, rather than pure property plays. These stocks are usually the flagship shares of some tycoons, with many other businesses bundled together, on top of the property business.
When CK Hutchison Holdings (0001) eventually spins off its property business as a separately listed entity, Cheung Kong Property Holdings, it will become Hong Kong’s first pure blue-chip property stock.
Some time back, I believed that Li Ka-shing’s spin-off move to separately list Cheung Kong Property reflected his pessimism about the property sector in Hong Kong and mainland China.
However, with the recent bottoming out and rebound in the Chinese property market, and as Hong Kong property prices remain elevated, I have changed my view.
The asset value per share of Cheung Kong Property is higher than expected, and this is a strong support for the prices of CK Hutchison and Hutchison Whampoa (0013).
I believe after Cheung Kong Property is officially listed, Cheung Kong Infrastructure Holdings (1038) and Power Assets Holdings (0006) will be next in line to be restructured, bringing tremendous benefits to all shareholders.
Lately, there has been a spate of Hong Kong stocks undergoing share placements after a rally, putting pressure on investors. In particular, if the stock price discount is high, it will cause share prices to plunge to levels near the subscription price after the exercise.
Such situations are common and unavoidable in a bull market, and are hard anticipate, so investors should avoid chasing after stocks already on the rise.
From another perspective, we may wish to secure those shares that have yet to undergo placement, and wait for their share prices to be pumped up before the exercise.
Stocks To Climb Soon
In general, share prices will be pushed higher before placement. Otherwise, it will not benefit the major shareholders, because that will be akin to selling new shares at a low price, and diluting major shareholders’ profit.
Currently, listed companies most in need of funds are none other than Chinese property stocks. A year ago, the media was already reporting that China’s property firms were issuing high yield bonds.
Why bonds rather than a share placement? Share prices of mainland China property companies were in the doldrums then, and a share placement would be equivalent to making major shareholders sell their assets at a low price. That is why companies would rather elect to conduct rights issue than shares placement to raise funds.
The worse can be considered to be over for Chinese property stocks, and stock prices are starting to recover. Although it is still far from booming, there is a possibility for prices to be pushed up before ending with a round of share placement.
Source: SharesInvestment
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Tuesday, May 26, 2015

亚洲基础设施投资银行代表了什么?对中国有何影响?

亚洲基础设施投资银是由中国政府发起成立的国际金融机构。此多边发展银行的目的是为亚洲地区的基础设施项目提供融资,是中国政府 “新丝绸之路”战略的一部分。


亚投行主要目标是为基建工程实施提供融资途径,领域包括:
•运输
•能源
•农业
•电信
•城市发展


亚投行成立原因

中国很可能拥有亚投行的最高投票权

•亚洲开发银行(ADB)预测,未来十年亚洲将需要8万亿美元。
•根据亚洲开发银行预测,私人投资基础设施数额约为每年130亿美元,此外,官方发展援助约为110亿美元。
•不足资金每年超过7千亿。
•亚洲拥有庞大的基础设施建设资金缺口。


亚投行和中国对跨国基础设施项目的愿景,如海上丝绸之路,丝绸之路经济带及巴基斯坦--中国经济走廊。
•成为人民币国际化的平台。如同国际货币基金组织世界银行是美元国际化的平台。
•初始认缴资本为500亿美金,最终是1000亿美金


“一带一路”的影响

亚洲基础设施投资银行和一路一带对中国股市有何影响?AH股的溢价又如何?
 
最后交易时间为2015428

最后交易时间为2015428


For English version click here

引自: PSPL & Bloomberg 

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Friday, May 22, 2015

Singapore Business Trusts Averaged a Dividend Yield of 6.9%

  • Following the completion of acquisition of Keppel Infrastructure Trust by CitySpring Infrastructure Trust on Monday, this brings the total number of Business Trusts listed on SGX to 10.
  • CitySpring Infrastructure Trust (“CIT”) has been renamed “Keppel Infrastructure Trust” and the enlarged trust will adopt the existing CIT stock code of “A7RU”. In addition, the former Keppel Infrastructure Trust has been renamed “Crystal Trust” (SGX:LH4U) and will be delisted on Friday, 22nd May.
  • The 10 Trusts have a combined market capitalisation of S$13.8 billion and averaged 8.8% price gain in the year-to-date. They also maintain an average dividend yield of 6.9%, with yields ranging from 12.0% for Rickmers Maritime to 0.3% for Indiabulls Properties Investment Trust.
  • Keppel Infrastructure’s pipeline includes Keppel Merlimau Cogen, Changi Business Park, One-North, Mediapolis, and Woodlands Wafer Fab Park.
Business Trusts allow investors to have direct exposure to cashflow-generating assets, such as utilities, shipping or aircraft. The structure unitises big-ticket assets into liquid and affordable units which are traded on the Singapore Exchange (SGX), giving investors a new alternative to existing yield plays.

On Monday, CitySpring Infrastructure Management announced that CitySpring Infrastructure Trust (“CIT”) has completed the acquisition of the assets and liabilities of Keppel Infrastructure Trust (“KIT”), and the following actions have taken place effective from the date of this Announcement (click here to view):
  1. CIT has acquired all the assets and liabilities held by KIT;
  2. 1,326,319,374 Consideration CIT Units have been issued at the issue price of S$0.496 per Consideration CIT Unit as consideration for the Acquisition;
  3. CIT has been renamed “Keppel Infrastructure Trust”;
  4. Keppel Infrastructure Fund Management (“KIFM”) is appointed as the trustee-manager of the Enlarged Trust
The enlarged trust – Keppel Infrastructure Trust – will adopt the existing CIT stock code of “A7RU”. According to a recent company presentation, some of the key investment highlights of the enlarged trust include:
  1. Acquisition of core infrastructure assets with long-term stable cash flows
  2. Extend average life of distributions
  3. Benefits from Keppel’s continued sponsorship
For more information, click here. In addition, the former Keppel Infrastructure Trust has been renamed Crystal Trust (SGX:LH4U) as of Monday and will be delisted on Friday, 22nd May.

The completion of the acquisition brings the total number of Business Trusts listed on the Singapore Exchange (SGX) to 10. These 10 Trusts are categorised to five different sectors according to the Global Industrial Classification Standard (GICS®). More than half the combined market capitalisation of the Trusts are classified to the Industrials Sector, followed by Consumer Discretionary and Financials.
Source: SGX StockFacts (Data as of 19 May 2015)

Together, the 10 trusts have a combined market capitalisation of S$13.8 billion, and averaged 8.8% price gain in the year-to-date. This brings their average year-to-date and one-year return to 11.4% and 22.3% respectively. They also maintain an average yield of 6.9%, with yields ranging from 12.0% for Rickmers Maritime to 0.3% for Indiabulls Properties Investment Trust.

Details of the 10 Business Trusts are below.
Source: SGX StockFacts (Data as of 19 May 2015)

Source: My Gateway

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Wednesday, May 20, 2015

SGX Sector connect Seminar - Proven Statistical Strategy for Picking Banking Stock


Hi Friends,

I will be sharing one of the most interesting Topic in just 30min, Proven Statistical Strategy for Picking Banking Stocks in the SGX Sector Connect Seminar at Bishan Library tomorrow. Do catch me there! 

Just drop me a message if you need this topic to be repeated on other dates, we will keep you updated!

Date
Thursday, 21 May 2015
 
Time
7.00pm 8.30pm
 
Venue
Bishan Library, Level 2, Programme Zone
5 Bishan Place
Singapore 579841
  
RSVP
Admission is free but registration is required.
To register, please visit sgx.com/academy

Monday, May 18, 2015

新加坡处于上升趋势的优质股介绍


Health Management International Ltd (HMI)是一家在新加坡交易所(SGX)上市的医疗保健公司,在新加坡、马来西亚、印度尼西亚和柬埔寨都设有分公司,致力于提供优质的医疗保健服务。


Hotel Grand Central Limited是一家新加坡公司,是Grand Hotels 亚太国际集团的子公司,集团拥有、管理及经营的酒店遍布澳大利亚、新西兰、马来西亚、新加坡和中国。



Metro Holdings Limited (Metro)是一家控股公司。公司的主要业务是管理及房产和物业投资。该公司主要经营业务有两大板块:房地产行业和连锁市场。公司产业包括:Metro City, Metro Tower, Shanghai Shama Century Park(上海), EC Mall (北京),GIE Tower (广州),Frontier Koishikawa Building (东京),Tesco Lifespace (沈阳、秦皇岛、鞍山、福州、厦门、南昌), Nanchang Fashion Mark (江西),The Crest (新加坡) 


想了解更多的股票信息,请参加辉立证券资深股票经纪游俊昌老师的免费股市分析研讨会:

时间:

21 May 2015,Thursday(English Seminar) 7pm-9pm
22 May 2015,星期五(华语讲座)晚上7点 - 晚上9点

地点:141 Cecil Street, Tung Ann Association Building #07-02 S(069541)
             Tanjong Pagar MRT G出口,前行80米, 过交通灯即可. 

报名方式 : To register pls click HERE 
或SMS <Name><Email><HP><Date><Number of seats> to 9476 8661 或拨打电话 6224 5117 Seren

Friday, May 15, 2015

Singapore Stock Broker Andy Yew 938Live Commentary 13 March 2015

Singapore REITs with Japan Exposure Average 6.4% Dividend Yield

  • Of the 28 Real Estate Investment Trust (REITs) and six stapled trusts listed on SGX, eight have property exposure in Japan.
  • These eight REITs have a combined market capitalisation of S$11.9 billion and maintain an average dividend yield of 6.4%. This is more than double the yield of the Singapore Fixed Income (SFI) Index at 3.01%.
  • The five of the eight REITs that maintain the highest dividend yields are Ascendas Hospitality Trust (7.5%), Saizen Real Estate Investment Trust (6.7%), Ascott Residence Trust (6.5%), CDL Hospitality Trusts (6.5%) and Mapletree Logistics Trust (6.4%).
As noted in a recent market update (click here to view more), there are nine REITs with Mainland China Exposure listed on the Singapore Exchange (SGX), and they generated 6% total returns year-to-date. Besides Mainland China, Japan is another country that Singapore REITs have sizeable operations in.

Of the 28 Real Estate Investment Trust (REITs) and six stapled trusts listed on SGX, eight have property exposure in Japan. Four of these eight trusts derive at least 10% of their revenue from Japan, while Saizen REIT, which is domiciled in Singapore and launched by Japan Regional Assets Manager Limited, attributes all its revenue to Japan. These eight REITs are also diversified in terms of their industry – using GICS ®, one is a Healthcare REIT, three are Hotel and Resort REITs, one is an Industrial REIT, two are Residential REITs, and another a Retail REIT.

These eight REITs have a combined market capitalisation of S$11.9 billion, and maintain an average dividend yield of 6.4%, which is more than double that of the Singapore Fixed Income (SFI) Index at 3.01%. The five trusts that offer the highest dividend yields are Ascendas Hospitality Trust (7.5%), Saizen Real Estate Investment Trust( 6.7%), Ascott Residence Trust (6.5%), CDL Hospitality Trusts (6.5%) and Mapletree Logistics Trust (6.4%).

They eight REITs generated an average price gain of 0.9% in the year thus far, with dividends boosting total returns to 3.8%. The five best-performers among the eight in terms of total returns year-to-date were Starhill Global REIT (+10.1%), Saizen Real Estate Investment Trust (+4.9%), Ascendas Hospitality Trust (+4.4%), Frasers Hospitality Trust (+3.1%) and Mapletree Logistics Trust (+3.0%).

The table below details the eight REITs sorted by market capitalisation.
Source: SGX StockFacts (Data as of 13 May 2015)

Mapletree Logistics Trust
Mapletree Logistics Trust was listed in 2005 and Singapore’s first listed Asia-focused logistics REIT. On its website, Mapletree Logistics Trust, note they have logistics real estate assets in Singapore, Japan, Hong Kong SAR, South Korea, China, Malaysia and Vietnam. A presentation of the REIT’s 4Q and 2015 Financial Year 2015 (which ended 31 March) results can be found here. For the 2015 Financial Year Distributions Per Unit (DPU) rose 2% year on year to 7.50 cents. Property assets in Japan include:
  • Aichi Miyoshi Centre in Miyoshi, Aichi, Chubu
  • Atsugi Centre in Aiko, Kanagawa, Kanto
  • Ayase Centre in Ayase, Kanagawa, Kanto
  • Eniwa Centre in Eniwa, Hokkaido
  • Funabashi Centre in Funabashi, Chiba, Kanto
  • Gyoda Centre in Gyoda, Saitama, Kanto
  • Hiroshima Centre in Hiroshima, Chugoku
  • Iruma Centre in Iruma, Saitama, Kanto
  • Iwatsuki Centre in Saitama, Kanto
  • Kashiwa Centre in Kashiwa, Chiba, Kanto
  • Kyotanabe Centre in Kyotanabe, Kyoto, Kansai
  • Kyoto Centre in Nagaokakyo, Kyoto, Kansai
  • Mizuhomachi Centre in Nishitama, Tokyo, Kanto
  • Mokurenji Centre in Iruma, Saitama, Kanto
  • Moriya Centre in Moriya, Ibaraki, Kanto
Ascott Residence Trust
Ascott REIT was listed in 2006 and was the first pan-Asian serviced residence listed REIT. As noted on their website, Ascott Residence Trust has real estate assets in Australia, Belgium, China, France, Germany,  Indonesia, Japan, Malaysia, The Philippines, Singapore, Spain, United Kingdom and Vietnam. A presentation of the REIT’s first quarter of the 2015 financial year can be found here. Property assets in Japan include:
  • Citadines Karasuma-Gojo in Shimogyo-ku, Kyoto,
  • Citadines Shinjuku in Shinjuku-ku, Tokyo,
  • Somerset Azabu East in Minato-ku, Tokyo,
  • Best Western Shinjuku Astina Tokyo Hotel in Shinjuku-ku, Tokyo,
  • 19 rental housing properties are located in eight wards in Tokyo; Roppongi, Shinjuku, Bunkyo, Meguro, Setagaya, Nakano, Suginami, Nerima and Taito Ku,
  • 12 rental housing properties are located in six cities of Japan; Fukuoka, Sapporo, Sendai, Hiroshima, Saga and Kyoto.
Starhill Global REIT
Starhill Global REIT was listed in 2005, and is a Singapore-based REIT investing primarily in real estate used for retail and office purposes, both in Singapore and overseas. As noted on their website, Starhill Global REIT has real estate assets in Singapore, Malaysia, Australia, China and Japan. A recent results presentation of the REIT can be found here. Property assets in Japan include:
  • Daikanyama in Shibuya-ku, Tokyo,
  • Ebisu Fort in Shibuya-ku, Tokyo,
  • Harajyuku Secondo in Shibuya-ku, Tokyo,
  • Nakameguro Place in Meguro-ku, Tokyo,
  • Roppongi Terzo in Minato-ku, Tokyo.
CDL Hospitality Trusts
CDL Hospitality Trusts, through its subsidiaries, operates as a hotel real estate investment trust (REIT). It invests in a portfolio of hospitality and hospitality related real estate assets. The company has elected to be taxed as a REIT. As a REIT, it would not be subject to corporate income tax on 90% of its net income that is distributed to shareholders. CDL Hospitality Trusts was founded in 2006 and is based in Singapore, Singapore. As noted on their website, CDL Hospitality Trusts has real estate assets in Singapore, Australia, New Zealand, The Maldives and Japan. A recent results presentation of the REIT’s first quarter of the 2015 financial year can be found here. Property assets in Japan include:
  • Hotel MyStays Asakusabashi in Tokyo,
  • Hotel MyStays Kamata in Tokyo.
Parkway Life Real Estate Investment Trust
Parkway Life Real Estate Investment Trust invests primarily in the real estate properties and related assets in the Asia Pacific region. The company’s properties are used primarily for healthcare and/or healthcare-related purposes, including hospitals and healthcare facilities, as well as real estate and/or real estate assets used in connection with healthcare research, education, and the manufacture or storage of drugs, medicine, and other healthcare goods and devices. The company was incorporated in 2007 and is based in Singapore, Singapore. As noted on their website, Parkway Life REIT has real estate assets in Singapore, Japan and Malaysia. A recent results presentation of the REIT can be found here. Property assets in Japan include:
  • Sawayaka Sakurakan in Akita,
  • Senior Chonaikai Makuhari Kan in Chiba,
  • P-Life Matsudo in Chiba,
  • Amille Nakasyo in Okayama,
  • Sawayaka Niihamakan in Ehime,
  • Sawayaka Minatokan in Niigata,
  • Sawayaka Seaside Toba in Mie,
  • Excellent Tenpaku Garden Hills in Aichi,
  • 12 real estate properties in Osaka,
  • 10 real estate properties in Fukuoka,
  • 4 real estate properties in Hokkaido,
  • 3 real estate properties in Hyogo
  • 3 real estate properties in Kanagawa,
  • 3 real estate properties in Saitama.
Frasers Hospitality Trust
Frasers Hospitality Trust operates as a hotel and serviced residence trust. Its portfolio consists of 12 hospitality properties comprising 6 hotels and 6 serviced residences with a total of 1,928 hotel rooms and 842 serviced residence units located in Singapore, Australia, the United Kingdom, Japan, and Malaysia. The company is based in Singapore. As noted on their website, Frasers Hospitality Trust has real estate assets in Singapore, Japan, Malaysia, Australia and the United Kingdom. A recent results presentation of the REIT can be found here. The property asset in Japan is Ana Crowne Plaza in Kobe, Hyogo.

Ascendas Hospitality Trust
Ascendas Hospitality Trust is a stapled group comprising Ascendas Hospitality Real Estate Investment Trust and Ascendas Hospitality Business Trust. The trust invests, directly or indirectly, in a diversified portfolio of income-producing real estate used predominantly for hospitality purposes located across Asia, Australia and New Zealand, as well as real estate related assets in connection with the foregoing. Ascendas Hospitality Trust was launched in July 2012, and is domiciled in Singapore.
A recent result presentation of the REIT can be found here. As noted on their website, Ascendas Hospitality Trust has real estate assets in Australia, China, Japan and Singapore. Property assets in Japan include:
  • Osaka Namba Washington Hotel Plaza in Osaka,
  • Hotel Sunroute Ariake and Oakwood Apartments Ariake Tokyo in Tokyo.
Saizen Real Estate Investment Trust
Saizen Real Estate Investment Trust is a real estate investment trust launched by Japan Regional Assets Manager Limited. The fund is managed by Japan Residential Assets Manager Limited. The fund invests in residential properties of Japan. It primarily invests in real estate primarily for residential and residential-related purposes, and real estate-related assets. Saizen Real Estate Investment Trust was formed on 27 September 2007 and is domiciled in Singapore.
A recent result presentation of the REIT can be found here. As noted on their website, Saizen REIT has 136 real estate assets in 14 cities of Japan. Property assets in Japan include:
  • Matsukaze Building in Hakodate,
  • Taisei Building III in Oita,
  • Gardenia Kurashiki in  Kurashiki,
  • 35 real estate assets in Sapporo,
  • 19 real estate assets in Sendai,
  • 18 real estate assets in Hiroshima,
  • 18 real estate assets in Kitakyushu,
  • 16 real estate assets in Kumamoto,
  • 10 real estate assets in Fukuoka,
  • 4 real estate assets in Kagoshima,
  • 4 real estate assets in Tokyo,
  • 3 real estate assets in Morioka,
  • 3 real estate assets in Koriyama,
  • 3 real estate assets in Niigata.

Source: My Gateway

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Thursday, May 14, 2015

Jingneng Clean Energy (579.HK) - Results are gradually released

Phillip HK RecommendationBuy
Price on Recommendation Date$3.650
Target Price$4.800

Business results as expected

The Company released its 2014 annual report of business results. Over the year, the Company registered revenues of RMB8.729 billion, up by 39.55% yoy; earnings before interest and tax (EBIT) of RMB2.33 billion, up by 14.36% yoy; and dividends by shareholders of RMB1.208 billion, up by 5.48% yoy. The increases were mainly attributed to the Future Science City and Jing Xi and other projects being put into operation, contributing favorably to the result. Its EPS was RMB0.18.

Gas-fired generation units were put into operation

As the Future Science City, Jing Xi and Gao An Tun projects have been put into operation one after another, the Company's capacity of installed gas-fired generation units has risen to 4,436MW, increasing by 119% from 2,028MW at the end of 2013. Revenue from selling gas power and heat power has increased by 55% and 47% yoy respectively. As the newly installed units were put into production in the second half of 2014, it is expected that they will perform better this year. As for Gao An Tun project, due to the problem of booster station, it won`t realize full capacity until the second half of this year. In short, result growth will be released gradually.

Other businesses were on steady growth

The Company achieved 1,815MW of the installed capacity of wind-driving power from 1,699MW at the end of 2013. In 2014, the Company had 150MW capacity approved in addition to travel permits of 450MW. It had a total of 2,090 hours available for generation on a yearly basis, 185 hours more than national average level. It is expected that the wind power business will maintain slow growth in the near future. The installed capacity of photovoltaic generation increased from 50MW at the end of 2013 to 270MW and is expected to hit 470MW by the end of 2015.

Valuation

The Company's gas power generation business is performing well and result will be gradually released. Photovoltaic generation business is likely to experience rapid development in the coming years. The Company has started construction of its garbage power generation plant. The Company is expected to report a significant increase of results this year. We set a target stock price of HK$4.8 and maintain “Buy” rating, equal to 12 times of anticipated PE ratio in 2015. (Closing price as at 5 May 2015)

For more information and to find out which stocks you should be holding right now, Do join our free seminar as below:

You will also learn:
Will there any market correction coming soon? How to identify market correction ?
which Singapore stocks are the weakest to avoid?
Which market to participate,China or Hong Kong markets?

14  May 2015, Thur (English) 7pm - 9pm
15  May 2015, Fri (华语)   7pm - 9pm

Venue: 141 Cecil Street, Tung Ann Association Building #07-02 S(069541) Tanjong Pagar MRT Exit G, walk straight 80m, opposite the traffic light. 

To register pls click HERE 
or SMS <Name><Email><HP><Date><Number of seats> to 94768661

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Wednesday, May 13, 2015

Singapore REITs with Mainland China Exposure Generated 6% Total Returns YTD

  • There are nine Singapore-listed REITs with property exposure in Mainland China.
  • These nine REITs have a combined market capitalisation of S$19.2 billion. They generated an average 2015 year-to-date total return of 6.2%, bringing their six-month and one-year total returns to 6.7% and 12.5% respectively.
  • The five best performers in terms of total returns YTD were Mapletree Greater China Commercial Trust (+11.4%), Starhill Global REIT(+10.8%), CapitaLand Retail China Trust (+9.6%), OUE Commercial Real Estate Investment Trust (+5.5%), and Ascendas Real Estate Investment Trust (+4.6%).

There are a total of 28 Real Estate Investment Trust (REITs) and six stapled trusts listed on the Singapore Exchange (SGX). A number of these trusts invest in property assets not just in Singapore, but also in Japan, Mainland China, Indonesia, Malaysia, Australia and Europe. For a report on the Singapore REIT sector and its total returns year-to-date, please click here.

REITs with Mainland China Exposure
Mainland China is one of the countries that the highest number of Singapore REITs operate in. Of the 34 trusts, nine have exposure to Mainland China. These REITs come from a range of GICS-categorised sectors – three are from Industrial REITs, two from Retail REITs, one from Diversified REITs, one from Hotel & Resort REITs, another from Residential REITs and the final from Office REITs.

Together, these nine REITs have a total market capitalisation of S$19.2 billion. They generated an average 2015 year-to-date total return of 6.2%, bringing their six-month and one-year total returns to 6.7% and 12.5% respectively.

In terms of the total return in the year thus far, the five best performers were Mapletree Greater China Commercial Trust (+11.4%), Starhill Global REIT(+10.8%), CapitaLand Retail China Trust (+9.6%), OUE Commercial Real Estate Investment Trust (+5.5%), and Ascendas Real Estate Investment Trust (+4.6%).
The table below details the nine REITs sorted by market capitalisation.

Source: My Gateway

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Monday, May 11, 2015

Silverlake - Will it continue uptrending?



Silverlake has been uptrending since 2010, this is probably one of the most uptrending stock in Singapore, Currently it is trading near the long term support at $1.20 we see this as a good opportunity to catch the long term uptrend at a lower price. However if price close below 1.20 the chart will be telling us there is a trend change.

Using our ART bottom master system, the system also show an green arrow recently signaling a possible bottom of this stock. Previous signal has proven reliable as Silverlake usually move higher upon hitting bottom.

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Saturday, May 9, 2015

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