Vivian Ye

Vivian covers the small and mid cap stocks. Previously with the Credit Analyst team at a bank, she prepared credit reviews through conducting financial analysis and stress tests on local SMEs, and collaborated with Relationship Managers to prepare credit reports.

She graduated with a Bachelor of Business from Nanyang Technological University, where she specialized in Banking and Finance.

Vivian Ye
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Latest from Vivian Ye

Del Monte Pacific Ltd: Initiation – Turnaround underway

Dual-listed on the Singapore Exchange and Philippine Stock Exchange, Del Monte Pacific Limited (DMPL) produces and markets packaged vegetable and fruit, beverage and culinary products (refer to Appendix 1). Turnaround of the US business. Primarily pr...
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Vivian Ye @ PhillipCapital 25 October 2021

Fortress Minerals Ltd: Hit by production disruptions

2Q22 results were below expectations. Sales volume was lower than expected. Downgrade to ACCUMULATE with lower TP of S$0.51. Iron ore prices are expected to remain weak around US$140/DMT, with continued steel production cuts in China. + Operating cas...
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Vivian Ye @ PhillipCapital 15 October 2021

BHG Retail REIT: Initiation – Harnessing the mighty Chinese consumer

Retail sales in the five cities where BHG REIT operates - Beijing, Chengdu, Hefei, Dalian, Xining - grew by a 8.3% CAGR in the past decade, reaching RMB3,080bn in 2020. BHG Retail REIT was listed on the SGX on 11 December 2015. BHG distributed 100% o...
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Vivian Ye @ PhillipCapital 8 February 2021

Fortress Minerals Ltd: Ore production almost doubled this quarter

+ Continued volume growth. Iron ore concentrate volumes sold increased 93.7% YoY in 3Q21. This translated to revenue growth of 150.9% YoY. Volume and revenue were both lower QoQ due to monsoon disruptions to production that typically occur at year-en...
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Vivian Ye @ PhillipCapital 21 January 2021

Fortress Minerals Ltd: Initiation – Rise of an iron-ore producer

Fortress Minerals (FML) is an iron ore concentrate producer in Malaysia. FML sells primarily to steel mills in Malaysia and China. 1HFY21 production volume surged 57% YoY to 231,007 WMT. Demand was driven by new offtake agreements with steel mills in...
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Vivian Ye @ PhillipCapital 14 December 2020

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