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SG : Economic - Aug 2021 trade

NODX growth decelerated further to 2.7% yoy in Aug, underperforming our and consensus estimates, due to a poor performance in non-electronics. Robust chip demand buoyed electronics’ 16.7% yoy growth, whilst non-electronics slipped into a decline of.....
CGS-CIMB Terence
Terence LEE @ CGS-CIMB 17 September 2021

SG : Singapore Daybreak | 17 September 2021

CGS-CIMB Siewkhee
Siewkhee Lim @ CGS-CIMB 17 September 2021

SG : Keppel Corporation - Green spark

Keppel’sasset-light strategy is at play with the exclusive framework signed with EDL toimport 100MW of renewable hydropower from Lao PDR. Earnings impactcould be minimal for now but ESG impact could be significant as carbonfootprint reduction is a p....
CGS-CIMB Siewkhee
Siewkhee Lim @ CGS-CIMB 16 September 2021

SG : Singapore Daybreak | 16 September 2021

CGS-CIMB Siewkhee
Siewkhee Lim @ CGS-CIMB 16 September 2021

SG : Singapore Exchange - Treading lightly

Aug 21 SDAV of S$1.25bn marked a modest start to FY6/22F, but derivatives DAV was steady at 930k contracts, with highest open interest since Nov 20. We cut FY22-24F EPS by c.2-3% to factor in the loss of revenue and market share from the launch of.....
CGS-CIMB Andrea
Andrea Choong @ CGS-CIMB 15 September 2021

SG : Property Devt & Invt - Slower Aug home sales

Aug home sales declined 3.4% yoy and 23.5% mom to 1,215 units. YTD sales volume remains robust, underpinned by active buying interest. Reiterate sector Overweight on valuations. Sector top picks: CIT and UOL.  
CGS-CIMB Munyee
Munyee Lock @ CGS-CIMB 15 September 2021