alanyeo
alanyeo
Profile:Author at alphaedgeinvesting.com
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avataralanyeo
2023-07-27
DBS: Decoding 2Q results and charting the course for 2H23 – ASEAN Consumer: Food for Thought The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure. https://alphaedgeinvesting.com/2023/07/27/dbs-decoding-2q-results-and-charting-the-course-for-2h23-asean-consumer-food-for-thought/ $DFIRG USD(D01.SI)$ $THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$ 
avataralanyeo
2022-05-31

Singapore REITs, Shifting Focus

KE: Singapore REITS – Positivehttps://alphaedgeinvesting.com/2022/05/31/ke-singapore-reits-positive-2/$KEPPEL REIT(K71U.SI)$$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$$MAPLETREE LOGISTICS TRUST(M44U.SI)$$AIMS APAC REIT(O5RU.SI)$Earnings/TPs trimmed on interest rate and cost risesFunding cost concerns have gained prominence with the Fed’s steepening rate hike path. While balance sheets are strong, interest costs for S-REITs are set to rise after 1Q22.
Singapore REITs, Shifting Focus
avataralanyeo
2022-07-07
Edge: Singapore retail sales recovering to pre-pandemic levelshttps://alphaedgeinvesting.com/2022/07/07/edge-singapore-retail-sales-recovering-to-pre-pandemic-levels/$SUNTEC REAL ESTATE INV TRUST(T82U.SI)$$GENTING SINGAPORE LIMITED(G13.SI)$$CapLand IntCom T(C38U.SI)$$FRASERS CENTREPOINT TRUST(J69U.SI)$
avataralanyeo
2023-07-27
DBS: Fly with CX as Chinese carriers continue to miss the mark – Regional Aviation: Airlines
 The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure. https://alphaedgeinvesting.com/2023/07/27/dbs-fly-with-cx-as-chinese-carriers-continue-to-miss-the-mark-regional-aviation-airlines/ $CATHAY PAC AIR(00293)$ $Air China Limited(601111)$ $China Southern Airlines Company Limited(600029)$ $China Eastern Airlines Corporation Limited(600115)$ 
avataralanyeo
2022-07-14
DBS: China REIT Sector – – The NDRC has issued further details which will simplify the approval procedure for asset injections into CREITshttps://alphaedgeinvesting.com/2022/07/14/dbs-china-reit-sector-the-ndrc-has-issued-further-details-which-will-simplify-the-approval-procedure-for-asset-injections-into-creits/$YUEXIU REIT(00405)$$SF REIT(02191)$
avataralanyeo
2023-06-27
DBS: Singapore Airlines – Downgrade from Buy to Hold Target Price $6.80 The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure. https://alphaedgeinvesting.com/2023/06/27/dbs-singapore-airlines-downgrade-from-buy-to-hold-target-price-6-80/ $SATS LTD.(S58.SI)$ $SINGAPORE AIRLINES LTD(C6L.SI)$ $SINGAPORE TECH ENGINEERING LTD(S63.SI)$ $SIA ENGINEERING CO LTD(S59.SI)$ 
avataralanyeo
2022-06-02
DBS: S-REITs provide a hedge against inflation while remaining fertile hunting ground for dividend yieldshttps://alphaedgeinvesting.com/2022/06/02/dbs-s-reits-provide-a-hedge-against-inflation-while-remaining-fertile-hunting-ground-for-dividend-yields/$Mapletree Ind Tr(ME8U.SG)$ $Suntec Reit(T82U.SG)$ $MAPLETREE LOGISTICS TRUST(M44U.SI)$$MAPLETREE COMMERCIAL TRUST(N2IU.SI)$$MAPLETREE NORTH ASIA COMM TR(RW0U.SI)$
avataralanyeo
2023-11-15

DBS: SJM Holdings Ltd (880.HK) – Buy Target Price HK$4.76

The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure.  https://alphaedgeinvesting.com/2023/11/15/dbs-sjm-holdings-ltd-880-hk-buy-target-price-hk4-76/ ‌$SJM(00880)$  
DBS: SJM Holdings Ltd (880.HK) – Buy Target Price HK$4.76
avataralanyeo
2022-05-29
Bloomberg: Aviation Jobs Up for Grabs as Singapore Races to Recruithttps://alphaedgeinvesting.com/2022/05/29/bloomberg-aviation-jobs-up-for-grabs-as-singapore-races-to-recruit/$SATS LTD.(S58.SI)$$SIA ENGINEERING CO LTD(S59.SI)$$SINGAPORE AIRLINES LTD(C6L.SI)$$American Airlines(AAL)$$Southwest Airlines(LUV)$
avataralanyeo
02-29

DBS: Baidu Inc – Buy Target Price HK$186

The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure.  https://alphaedgeinvesting.com/2024/02/29/dbs-baidu-inc-buy-target-price-hk186/ ‌$Baidu(BIDU)$  ‌‌$BIDU-SW(09888)$  
DBS: Baidu Inc – Buy Target Price HK$186
avataralanyeo
2023-06-27
DBS: Reiterate Buy Target Price $1.70 The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure. https://alphaedgeinvesting.com/2023/06/27/dbs-reiterate-buy-target-price-1-70/ $YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$ 
avataralanyeo
2022-05-09
DBS: AEM Holdings Ltd – BUY TP $6.04https://alphaedgeinvesting.com/2022/05/09/dbs-aem-holdings-ltd-buy-tp-6-04-4/UOBKH: AEM Holdings – BUY TP $4.84https://alphaedgeinvesting.com/2022/05/09/uobkh-aem-holdings-buy-tp-4-84/CIMB: AEM Holdings Ltd – ADD TP $6.85https://alphaedgeinvesting.com/2022/05/09/cimb-aem-holdings-ltd-add-tp-6-85-4/$AEM HOLDINGS LTD(AWX.SI)$
avataralanyeo
2023-07-05
UOBKH: Traders’ Corner – Singtel, ThaiBev The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure. https://alphaedgeinvesting.com/2023/07/05/uobkh-traders-corner-singtel-thaibev/ $THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$ $SINGTEL(Z74.SI)$ 
avataralanyeo
2022-06-21
Edge: Invest in staple consumer plays such as Sheng Siong, Kimly, as well as reopening counters like FCT, LREIT & CICT: DBShttps://alphaedgeinvesting.com/2022/06/21/edge-invest-in-staple-consumer-plays-such-as-sheng-siong-kimly-as-well-as-reopening-counters-like-fct-lreit-cict-dbs/$SHENG SIONG GROUP LTD(OV8.SI)$$KIMLY LIMITED(1D0.SI)$$FRASERS CENTREPOINT TRUST(J69U.SI)$$Lendlease Global Commercial REIT(JYEU.SI)$$CapLand IntCom T(C38U.SI)$
avataralanyeo
2022-06-23
Edge: How to invest practically in an uncertain world: Maybankhttps://alphaedgeinvesting.com/2022/06/23/edge-how-to-invest-practically-in-an-uncertain-world-maybank/$SINGAPORE EXCHANGE LIMITED(S68.SI)$$DBS GROUP HOLDINGS LTD(D05.SI)$$OVERSEA-CHINESE BANKING CORP(O39.SI)$$GENTING SINGAPORE LIMITED(G13.SI)$$BUMITAMA AGRI LTD.(P8Z.SI)$
avataralanyeo
2022-07-15
DBS: News Alert – The NDRC has issued further details which will simplify the approval procedure for asset injections into CREITsMore updates today!https://alphaedgeinvesting.com/2022/07/15/dbs-news-alert-the-ndrc-has-issued-further-details-which-will-simplify-the-approval-procedure-for-asset-injections-into-creits/$SF REIT(02191)$$YUEXIU REIT(00405)$
avataralanyeo
2022-06-09
The barbell strategy might prove heavy-going in Singaporehttps://alphaedgeinvesting.com/2022/06/09/the-barbell-strategy-might-prove-heavy-going-in-singapore/$COMFORTDELGRO CORPORATION LTD(C52.SI)$$DBS GROUP HOLDINGS LTD(D05.SI)$$ESR-REIT(J91U.SI)$$GENTING SINGAPORE LIMITED(G13.SI)$$HRNETGROUP LIMITED(CHZ.SI)$
avataralanyeo
2022-10-05
avataralanyeo
2022-06-03
DBS: Singapore Data Centre-focused REITs – Fuel for the digital worldhttps://alphaedgeinvesting.com/2022/06/03/dbs-singapore-data-centre-focused-reits-fuel-for-the-digital-world/$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$$DigiCore Reit USD(DCRU.SI)$$KEPPEL DC REIT(AJBU.SI)$$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$
avataralanyeo
2023-07-05
CIMB: ComfortDelGro – Add Target Price $1.35 (Previous $1.20) The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure. https://alphaedgeinvesting.com/2023/07/05/cimb-comfortdelgro-add-target-price-1-35-previous-1-20/ $COMFORTDELGRO CORPORATION LTD(C52.SI)$ 

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