| Name | Adj Mkt Cap ($) |
Last Price ($) |
Ave Analyst px ($) |
Est PE (x) |
Est P/BV (x) |
Est 12M Div Yield | YTD Total Return (%) |
Cap gain + Div Yield |
| First Ship Lease | 129.6 | 0.198 | 0.200 | 31.4 | 0.3 | 17.8% | -30.1 | 19% |
| Abterra Ltd | 170.4 | 0.695 | NA | NA | NA | NA | -6.7 | NA |
| Stamford Land Co | 462.1 | 0.535 | 0.780 | 12.2 | NA | 5.6% | -4.5 | 51% |
| M1 Ltd | 2,218.1 | 2.440 | 2.658 | 12.1 | 6.2 | 6.1% | -2.4 | 15% |
| Ks Energy | 404.8 | 0.960 | 1.043 | 19.6 | 1.1 | 0.0% | -2.0 | 9% |
| Parkwaylife Reit | 1,049.6 | 1.735 | 1.943 | 16.2 | 1.2 | 5.6% | -1.7 | 18% |
| Starhub Ltd | 4,951.6 | 2.890 | 2.906 | 14.7 | NA | 7.0% | -0.7 | 7% |
| Singap Telecomm | 48,940.6 | 3.070 | 3.367 | 12.1 | 2.0 | 5.4% | -0.6 | 15% |
| Treasury China T | 365.2 | 1.440 | 2.160 | 75.8 | 0.3 | 5.8% | 0.0 | 56% |
| Singap Press Hgs | 5,901.5 | 3.700 | 4.060 | 15.1 | 2.7 | 6.3% | 0.3 | 16% |
| Frasers Centrepo | 1,176.2 | 1.430 | 1.664 | 15.1 | 1.0 | 6.5% | 1.0 | 23% |
| Biosensors Intl | 2,491.2 | 1.450 | 1.881 | 12.8 | 2.2 | 0.0% | 1.4 | 30% |
| Jardine Cycle & | 17,426.4 | 48.990 | 54.750 | 11.7 | NA | 3.4% | 1.8 | 15% |
| Tat Hong Hldgs | 452.0 | 0.910 | 0.968 | 10.6 | 0.9 | 3.0% | 3.4 | 9% |
| Mapletree Commer | 1,614.1 | 0.865 | 1.017 | 17.7 | 0.9 | 6.2% | 3.4 | 24% |
| Adampak Ltd | 76.5 | 0.290 | 0.360 | 6.8 | 1.4 | 10.4% | 3.6 | 35% |
| Capitamall Trust | 5,826.1 | 1.750 | 1.954 | 17.3 | 1.1 | 5.7% | 3.7 | 17% |
| Eu Yan Sang Intl | 307.3 | 0.695 | 0.920 | 11.0 | 2.3 | 3.5% | 3.7 | 36% |
| Yongnam Hldgs | 300.9 | 0.240 | 0.420 | 4.8 | 1.0 | 3.5% | 4.3 | 78% |
| Singapore Post | 1,831.0 | 0.965 | 1.036 | 12.4 | 5.4 | 6.4% | 4.5 | 14% |
| Viz Branz Ltd | 122.4 | 0.345 | 0.370 | 9.6 | NA | NA | 4.5 | 7% |
| Nera Telecom | 159.2 | 0.440 | 0.470 | 11.9 | NA | 9.1% | 4.8 | 16% |
| Conscience Food | 85.2 | 0.215 | 0.290 | 3.9 | 1.1 | 3.7% | 4.9 | 39% |
| Saizen Reit | 179.3 | 0.142 | 0.190 | NA | NA | 8.6% | 5.8 | 42% |
| Technics Oil & | 201.7 | 0.905 | 1.350 | 8.2 | 3.9 | 8.8% | 5.8 | 58% |
| Fraser And Neave | 9,147.7 | 6.450 | 7.087 | 11.4 | 1.3 | 2.8% | 5.9 | 13% |
| Goodpack Ltd | 726.8 | 1.465 | 1.700 | 11.2 | 2.1 | 2.3% | 6.2 | 18% |
| Boustead Sing | 443.7 | 0.860 | 1.220 | 8.8 | 1.9 | 6.2% | 6.2 | 48% |
| Comfortdelgro Co | 3,147.0 | 1.505 | 1.695 | 12.3 | 1.5 | 4.3% | 6.4 | 17% |
| Breadtalk Group | 161.5 | 0.575 | 0.645 | 11.3 | 2.1 | 2.3% | 6.5 | 14% |
| Singapore Land | 2,458.4 | 5.960 | 6.807 | 11.8 | 0.6 | 3.4% | 6.8 | 18% |
| Sabana Shariah | 583.1 | 0.915 | 0.950 | 11.0 | 0.9 | 10.3% | 7.1 | 14% |
| Hiap Hoe Ltd | 212.8 | 0.450 | 0.610 | NA | NA | NA | 7.1 | 36% |
| Mapletree Indust | 1,840.6 | 1.130 | 1.254 | 13.5 | 1.1 | 7.3% | 7.2 | 18% |
| First Reit | 500.1 | 0.795 | 0.935 | 13.3 | NA | 8.2% | 7.2 | 26% |
| Wheelock Propert | 1,938.4 | 1.620 | 1.732 | 11.6 | 0.7 | 3.7% | 7.3 | 11% |
| Bbr Holdings | 67.6 | 0.220 | 0.380 | 2.8 | 0.6 | 2.7% | 7.3 | 75% |
| Mapletree Log Tr | 2,159.4 | 0.890 | 0.996 | 13.1 | 1.0 | 7.5% | 7.3 | 19% |
| Guocoland Ltd | 2,236.4 | 1.890 | 3.095 | 5.3 | NA | NA | 7.4 | 64% |
| Singapore Airlin | 12,864.0 | 10.920 | 11.628 | 19.5 | 1.0 | 3.1% | 7.5 | 10% |
| Cache Logistics | 638.9 | 1.000 | 1.144 | 12.8 | 1.1 | 8.5% | 7.5 | 23% |
| Fortune Reit | 1,069.9 | 3.910 | 4.589 | 14.5 | 0.5 | 7.2% | 7.6 | 25% |
| Keppel Tele & Tr | 660.5 | 1.195 | 1.220 | 8.9 | 1.5 | 3.3% | 7.7 | 5% |
| Golden Agri-Reso | 9,346.8 | 0.770 | 0.854 | 11.3 | 1.1 | 1.7% | 7.7 | 13% |
| Tiong Seng Hlds | 157.0 | 0.205 | 0.240 | 5.3 | 0.7 | 4.9% | 7.9 | 22% |
| China Merchants | 488.1 | 0.680 | 1.100 | 7.2 | 0.9 | 8.2% | 7.9 | 70% |
| Jardine Matheson | 42,375.7 | 51.010 | 55.125 | 11.9 | 1.4 | 2.6% | 8.4 | 11% |
| Ch Offshore Ltd | 267.9 | 0.380 | 0.430 | 5.9 | 0.8 | 5.3% | 8.6 | 18% |
| Osim Intl Ltd | 969.0 | 1.255 | 1.535 | 10.5 | 3.9 | 2.5% | 8.7 | 25% |
| China Animal Hea | 397.8 | 0.250 | 0.350 | 7.7 | 1.8 | 3.4% | 8.7 | 43% |
| Ascendas India T | 577.2 | 0.750 | 0.825 | 11.2 | 1.0 | 8.2% | 8.7 | 18% |
| Cambridge Reit | 600.5 | 0.505 | 0.556 | 11.2 | 0.8 | 9.6% | 8.7 | 20% |
| Etika Intl Hldgs | 144.3 | 0.270 | 0.280 | 7.4 | NA | 5.1% | 8.8 | 9% |
| Ascott Residence | 1,172.1 | 1.030 | 1.128 | 15.7 | 0.8 | 8.3% | 8.8 | 18% |
| Starhill Global | 1,175.5 | 0.605 | 0.715 | 12.9 | 0.6 | 7.0% | 8.9 | 25% |
| Cerebos Pacific | 1,713.7 | 5.410 | 6.650 | 12.9 | 3.5 | 4.6% | 9.1 | 28% |
| Ascendas Real Es | 4,097.2 | 1.965 | 2.043 | 14.7 | 1.1 | 6.9% | 9.3 | 11% |
| Frasers Commerci | 516.6 | 0.810 | 0.972 | 16.9 | 0.6 | 7.8% | 9.5 | 28% |
| Cnmc Goldmine | 210.4 | 0.520 | 0.750 | 11.5 | 13.3 | NA | 9.5 | 44% |
| Great East Hold | 6,531.8 | 13.800 | 20.000 | 11.3 | 1.5 | 3.8% | 9.5 | 49% |
| Sia Engineering | 4,135.0 | 3.770 | 4.060 | 14.7 | 3.2 | 5.4% | 9.9 | 13% |
| Rickmers Maritim | 137.7 | 0.325 | 0.330 | 3.1 | 0.3 | 9.3% | 10.2 | 11% |
| Macquarie Intl | 697.2 | 0.585 | 0.630 | NA | 0.0 | 9.5% | 10.4 | 17% |
| Tee Intl Ltd | 92.7 | 0.260 | 0.405 | 3.3 | NA | 9.6% | 10.6 | 65% |
| Metro Holdings | 602.9 | 0.725 | 0.860 | NA | NA | NA | 10.7 | 19% |
| United Envirotec | 171.7 | 0.360 | 0.465 | 10.6 | NA | 0.8% | 10.8 | 30% |
| Raffles Medical | 1,256.5 | 2.350 | 2.662 | 22.0 | 3.9 | 1.6% | 10.8 | 15% |
| Capitaretail | 878.3 | 1.275 | 1.327 | 14.7 | 1.0 | 7.1% | 10.9 | 11% |
| Jardine Strat | 43,367.6 | 30.730 | 32.633 | 11.6 | 1.1 | 0.8% | 11.1 | 7% |
| Lippo Malls | 848.1 | 0.390 | 0.470 | 4.7 | NA | NA | 11.4 | 21% |
| Genting Singapor | 20,552.6 | 1.685 | 1.941 | 17.6 | 3.3 | 0.2% | 11.6 | 15% |
| Lian Beng Group | 204.0 | 0.385 | 0.613 | 3.4 | 0.9 | 4.4% | 11.6 | 64% |
| Second Chance Pr | 203.7 | 0.370 | 0.530 | 8.2 | NA | 8.1% | 12.1 | 51% |
| Sc Global Develo | 459.5 | 1.110 | 1.274 | 3.4 | 0.6 | 2.5% | 12.1 | 17% |
| Capitacommercial | 3,246.9 | 1.145 | 1.232 | 17.6 | 0.7 | 6.3% | 12.3 | 14% |
| China Xlx Fertil | 360.0 | 0.360 | 0.397 | 9.0 | 1.0 | 2.2% | 12.5 | 12% |
| Singap Tech Eng | 9,267.0 | 3.030 | 3.133 | 17.0 | 5.3 | 5.2% | 12.6 | 9% |
| Roxy-Pacific | 280.1 | 0.440 | 0.450 | NA | NA | NA | 12.8 | 2% |
| Ue E&C Ltd | 117.4 | 0.435 | 0.650 | 2.7 | NA | NA | 13.0 | 49% |
| Dukang Distiller | 347.3 | 0.435 | 0.510 | 6.2 | 1.1 | NA | 13.0 | 17% |
| Ocbc Bank | 30,330.2 | 8.850 | 8.839 | 13.1 | 1.5 | 3.6% | 13.0 | 3% |
| Super Group Ltd | 831.0 | 1.490 | 1.605 | 13.8 | 2.3 | 3.6% | 13.3 | 11% |
| Bukit Sembawang | 1,152.0 | 4.450 | 4.800 | 4.6 | 1.0 | 2.5% | 13.5 | 10% |
| Kencana Agri | 430.5 | 0.375 | 0.423 | 15.7 | 1.5 | 1.0% | 13.6 | 14% |
| K-Reit Asia | 2,348.1 | 0.920 | 0.932 | 18.8 | 0.7 | 7.6% | 13.9 | 9% |
| Valuetronics | 87.9 | 0.245 | 0.300 | 3.8 | NA | 8.0% | 14.0 | 30% |
| Mencast | 107.0 | 0.560 | 0.710 | 6.7 | NA | NA | 14.3 | 27% |
| Ara Asset Manage | 1,075.6 | 1.400 | 1.660 | 14.9 | 5.3 | 3.6% | 14.3 | 22% |
| Ksh Holdings Ltd | 83.3 | 0.240 | 0.275 | 3.2 | 0.6 | 8.3% | 14.3 | 23% |
| Cdl Reit | 1,649.9 | 1.710 | 1.811 | 15.4 | 1.1 | 6.5% | 14.5 | 12% |
| Sheng Siong Grou | 698.7 | 0.505 | 0.515 | 17.4 | 5.1 | 5.2% | 14.8 | 7% |
| Sats Ltd | 2,736.7 | 2.470 | 2.479 | 14.4 | 1.8 | 4.9% | 14.9 | 5% |
| Serial System | 104.1 | 0.115 | 0.170 | 6.4 | 0.8 | 7.3% | 15.0 | 55% |
| Aims Amp Capital | 470.5 | 1.060 | 1.420 | 10.7 | 0.8 | 9.7% | 15.1 | 44% |
| Cwt Ltd | 684.3 | 1.140 | 1.357 | 12.4 | 1.4 | 2.3% | 15.2 | 21% |
| Keppel Corp Ltd | 19,165.2 | 10.740 | 11.991 | 12.1 | 2.2 | 3.9% | 15.4 | 16% |
| Fj Benjamin | 190.5 | 0.335 | 0.397 | 10.5 | 1.4 | 5.9% | 15.5 | 24% |
| United Overseas | 27,768.1 | 17.650 | 17.774 | 11.7 | 1.3 | 3.9% | 15.6 | 5% |
| Hong Leong Finan | 1,070.4 | 2.430 | 2.673 | 12.3 | 0.7 | 4.3% | 15.7 | 14% |
| Overseas Uni Ent | 2,211.1 | 2.430 | 2.471 | 18.4 | 0.8 | 2.7% | 15.7 | 4% |
| Kian Ann Enginee | 96.4 | 0.220 | 0.305 | 4.6 | 0.6 | 5.0% | 15.8 | 44% |
| Pec Ltd | 201.6 | 0.790 | 0.817 | 7.1 | 0.9 | 2.4% | 16.2 | 6% |
| Mandarin Orientl | 2,199.2 | 1.750 | 1.823 | 21.9 | 1.9 | 3.5% | 16.7 | 8% |
| Sino Grandness | 119.3 | 0.450 | 0.560 | 2.9 | 1.0 | 3.4% | 16.9 | 28% |
| Olam Internation | 6,081.6 | 2.490 | 3.035 | 12.0 | 2.0 | 1.8% | 16.9 | 24% |
| Suntec Reit | 2,744.7 | 1.230 | 1.272 | 16.8 | 0.6 | 7.3% | 16.9 | 11% |
| Jaya Hldgs Ltd | 423.6 | 0.550 | 0.900 | 4.6 | 0.7 | NA | 17.0 | 64% |
| Raffles Educatio | 437.2 | 0.500 | 0.527 | 29.4 | 0.7 | 2.9% | 17.6 | 8% |
| Wilmar Internati | 37,705.0 | 5.890 | 5.915 | 15.2 | 2.2 | 1.5% | 17.8 | 2% |
| First Resources | 2,619.0 | 1.780 | 1.975 | 12.4 | 2.5 | 2.3% | 17.9 | 13% |
| Thai Beverage | 7,281.9 | 0.290 | 0.347 | 13.5 | 2.9 | 5.7% | 18.4 | 25% |
| Perennial | 633.8 | 0.565 | 0.700 | 37.7 | 0.8 | 6.8% | 18.9 | 31% |
| Ecs Holdings Ltd | 206.4 | 0.565 | 0.610 | 5.0 | NA | 7.6% | 18.9 | 16% |
| Uol Group Ltd | 3,656.5 | 4.760 | 4.765 | 10.4 | 0.7 | 1.9% | 19.0 | 2% |
| Global Logistic | 9,605.9 | 2.090 | 2.333 | 21.5 | 1.1 | 0.3% | 19.1 | 12% |
Source: Bloomberg (17 Feb 12)
Markets have rallied for the past 2 months. Some market watchers believe that the rally has some legs to go. I have done a personal compiliation of stocks with market cap >$50m, sorted by year to date returns. I.e. these counters have not moved that much this year vs STI and most other stocks.
The criteria is outlined below. To reiterate, the compilation is based purely on figures generated from Bloomberg, with no regard to fundamentals or technicals. I have highlighted the rows which meet the criteria.
Criteria
1. Mkt cap > $50M.
2. Analyst target price > current price.
3. Although Abterra has no analyst coverage, I put it in as its in the natural resources business eg coal, iron ore etc.
4. Total potential gain should be >30%.
5. Year to date return should be 10% or less.
Disclaimer:
The information contained herein is the writer’s personal opinion and is provided to you for information only and is not intended to or nor will it create/induce the creation of any binding legal relations. The information or opinions provided herein do not constitute an investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not have any regard to your specific investment objectives, financial situation and any of your particular needs. Accordingly, no warranty whatsoever is given and no liability whatsoever is accepted for any loss arising whether directly or indirectly as a result of this information. Investments are subject to investment risks including possible loss of the principal amount invested. The value of the product and the income from them may fall as well as rise. You may wish to seek advice from an independent financial adviser before making a commitment to purchase or invest in the investment product(s) mentioned herein. In the event that you choose not to do so, you should consider whether the investment product(s) mentioned herein are suitable for you. The writer will not, in any event, be liable to you for any direct/indirect or any other damages of any kind arising from or in connection with your reliance on any information in and/or materials appended herein. The information and/or materials are provided “as is” without warranty of any kind, either express or implied. In particular, no warranty regarding accuracy or fitness for a purpose is given in connection with such information and materials.