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SG : Singapore Daybreak | 26 July 2021

CGS-CIMB Siewkhee
Siewkhee Lim @ CGS-CIMB 26 July 2021

MY : British American Tobacco - A smoking gun for affordability issues?

British American Tobacco’s (BAT) 1H21 core net profit made up 47% of our full-year forecast. Sales tend to nudge up hoh in 2H. However, the 41.5% drop in Jun 2021’s sales volume from 5M21’s monthly average raises a red flag over BAT’s sales outlook.....
CGS-CIMB Ahmad Kamarul Anwar
Ahmad Kamarul Anwar Kamaruddin @ CGS-CIMB 25 July 2021

SG : Mapletree Commercial Trust - Lower rental rebates boost 1QFY21

MCT’s 1QFY22 NPI (+23% yoy) came in line at 26% of our FY21F, driven by lower rental rebates and pre-term lease compensation. VivoCity’s occupancy improved but office/business parks were weak. Reiterate Hold. With its best-in-class assets, MCT coul....
Karmei Eing @ CGS-CIMB 25 July 2021

CN : Technology - Others - SAMR orders Tencent Music to give up exclusive rights

On 24 Jul 2021, the SAMR issued its decision on anti-trust issues related to Tencent’s [0700.HK] acquisition of China Music Corporation in 2016. SAMR ordered Tencent (Tencent Music) to give up its exclusive music licensing rights within 30 days. W....
Alex Li @ CGS-CIMB 25 July 2021

GDS Holdings Ltd: US : GDS Holdings Limited - GDS | Selloff: Buying Opportunity as Data Center Pie Grows

Frank G. Louthan, IV @ CGS-CIMB 23 July 2021

HK : Strategy - Short Selling Analysis for July 16

The HKSFC released the aggregate short positions data for July 16. S-Enjoy Service Group (1755.HK) requires close monitoring, based on the latest short positions outstanding. There was a sizable decline in short positions in Ascentage (6855.HK) and.....
Mark Po @ CGS-CIMB 23 July 2021