Thursday, March 15, 2012

Personal compilation of stocks sorted by year to date returns

Dear Readers

Some of you believe that market can continue to climb higher in the near term. Thus, i have done a personal compilation of stocks and sort them based mainly on analyst consensus target prices, year to date returns, coupled with some reports which i read previously. These counters have underperformed the general market. If market continues to go higher, these counters may see some renewed interest. I have highlighted some counters in yellow which i think may have some potential. Even though there may be potential upside, the potential upside may not be substantial. i.e. we may be looking at a realistic 10% or so in the near term IF (a big IF) market continues to go higher in the near term.


NameAdj Mkt Cap
($)
Last Price
($)
Ave Analyst px
($)
Est PE
(x)
Est P/BV
(x)
Est 12M Div YieldYTD Total Return
(%)
Cap gain + Div Yield
Treasury China T357.61.4102.1501.00.33.5%-2.156%
Jardine Cycle &16,864.347.41053.7509.8NA3.3%-1.517%
Smrt Corp Ltd2,660.31.7501.69017.33.24.5%-1.11%
Q&M Dental Group210.50.7651.00029.47.71.8%-0.633%
Biosensors Intl2,458.31.4301.86113.12.20.0%0.030%
M1 Ltd2,274.92.5002.65112.46.36.0%0.012%
Wilmar Internati32,264.45.0505.36713.51.71.5%0.86%
Singap Telecomm49,738.63.1203.34512.42.05.0%1.012%
United Indl Corp3,803.22.7602.04021.20.91.1%1.1-25%
Tat Hong Hldgs442.00.8900.9689.80.82.2%1.111%
Osim Intl Ltd903.11.1701.5359.83.62.7%1.334%
Banyan Tree Hold464.50.6100.80038.10.80.5%1.732%
Foreland Fabrict53.60.1010.1301.80.38.7%2.037%
Conscience Food83.20.2100.2853.00.84.0%2.440%
Micro-Mechanics59.80.4300.29011.9NANA2.5-33%
Golden Agri-Reso8,921.90.7350.88610.20.91.8%2.822%
Pac Andes Resour638.80.2000.2605.30.55.6%3.136%
Starhub Ltd5,155.23.0202.92715.2NA6.7%3.44%
Parkwaylife Reit1,107.11.8301.97717.11.25.4%3.713%
Mapletree Commer1,623.40.8701.00517.81.06.1%4.022%
Singap Press Hgs6,140.83.8504.07115.72.86.1%4.36%
China Animal Hea381.90.2400.3456.71.53.3%4.344%
Eu Yan Sang Intl309.60.7000.92011.12.33.4%4.535%
Guocoleisure Ltd855.00.620NANANANA5.0NA
Breadtalk Group160.10.5700.6459.51.81.8%5.615%
Singapore Land2,433.65.9006.90011.70.53.4%5.720%
Ziwo Holdings Lt38.00.1270.2754.90.4NA5.8117%
Rickmers Maritim129.20.3050.3302.90.29.9%5.918%
Nera Telecom161.00.4450.47012.0NA9.0%6.015%
Comfortdelgro Co3,136.71.5001.69812.31.54.3%6.018%
Singapore Post1,859.50.9801.02812.65.46.3%6.211%
Keppel Tele & Tr652.71.1801.2208.71.43.3%6.37%
Cnmc Goldmine204.40.505NA6.86.0NA6.3NA
Dukang Distiller327.30.4100.5105.91.0NA6.524%
Sino Grandness108.70.4100.5352.70.81.6%6.532%
Genting Singapor19,761.01.6201.88114.72.70.5%7.317%
Wheelock Propert1,938.41.6201.85013.80.73.7%7.318%
Frasers Centrepo1,250.31.5201.67316.01.16.1%7.316%
Boustead Sing448.80.8701.2208.91.96.1%7.446%
Metro Holdings585.90.7050.860NANANA7.622%
Kingsmen Creativ120.40.6200.7976.31.56.6%7.835%
Sc Global Develo443.01.0701.2503.50.72.2%8.119%
Mapletree Indust1,856.91.1401.24113.61.17.3%8.116%
Singapore Airlin12,923.711.00011.61119.31.03.0%8.29%
Technics Oil &206.20.9251.3508.44.08.6%8.255%
China Sunsine124.80.2600.2505.40.75.4%8.32%
Guocoland Ltd2,260.11.9101.8005.3NANA8.5-6%
Riverstone Hldgs138.40.4350.5708.1NA5.4%8.736%
Capitamall Trust6,109.11.8351.96118.21.15.5%8.812%
Adampak Ltd80.40.3050.3606.71.49.1%8.927%
Kencana Agri413.30.3600.40010.21.30.7%9.112%
Asia Enterprises81.40.2350.3607.3NA4.7%9.358%
Olam Internation5,690.82.3202.98411.41.92.0%9.431%
Raffles Medical1,241.62.3202.62919.03.41.8%9.415%
China Merchants495.30.6901.1206.40.88.0%9.570%
Ksh Holdings Ltd80.10.2300.2753.10.68.7%9.528%
Fortune Reit1,096.34.0004.58914.80.57.1%9.822%
Fraser And Neave9,509.66.7007.36911.91.32.7%10.013%
Hotel Properties966.61.910NA32.43.20.2%10.10%
Mun Siong Engine50.00.1200.1505.7NA5.0%10.130%
Sheng Siong Grou671.00.4850.51416.24.46.0%10.212%
Tiong Seng Hlds160.90.2100.2904.80.64.8%10.543%
Dyna-Mac Hol Ltd423.10.4700.34017.43.14.3%10.6-23%
Chasen Holdings61.00.2600.3606.21.02.3%10.641%
United Envirotec171.70.3600.45512.4NA0.8%10.827%
Yongnam Hldgs319.80.2550.3924.70.94.1%10.958%
Capitaretail847.31.2301.31614.10.97.4%10.914%
Pec Ltd192.60.7550.8176.70.92.6%11.011%
Dairy Farm-90017,403.810.21010.58522.211.72.1%11.06%
Tee Intl Ltd94.80.2550.4053.3NA9.8%11.169%
Sabana Shariah605.40.9500.93311.40.99.9%11.28%
Cerebos Pacific1,748.55.5206.65013.13.54.5%11.325%
Cache Logistics661.21.0351.14413.31.18.2%11.319%
Raffles Educatio415.30.4850.52729.70.73.4%11.812%
Second Chance Pr204.30.3700.5308.2NA8.1%12.151%
Frasers Commerci529.40.8300.99014.80.67.7%12.227%
China Xlx Fertil360.00.3600.4136.90.82.5%12.517%
Parkson Retail955.01.4101.57216.24.52.2%12.814%
Lippo Malls849.30.3900.5179.3NA8.5%12.941%
Karin Technology53.80.2550.2705.60.87.7%13.214%
Mapletree Log Tr2,280.70.9401.00213.61.07.2%13.414%
Tuan Sing Hldgs340.50.2950.2504.80.51.4%13.5-14%
Jardine Matheson43,749.652.56053.60010.51.32.5%13.74%
Asl Marine Hldgs244.80.5800.7006.20.73.1%13.724%
Macquarie Intl683.80.5750.650#N/A N Ap0.79.7%13.823%
Sats Ltd2,714.62.4502.47914.31.74.9%14.06%
Mewah Internatio798.70.5300.47410.81.12.7%14.0-8%
First Reit531.60.8450.93513.6NA8.3%14.019%
Cse Global Ltd441.20.8550.9056.71.85.3%14.011%
Leader Env Tech60.00.1220.25017.5NA0.7%14.0106%
Swing Media Tech43.60.1220.2303.3NA4.9%14.093%
Ascott Residence1,228.81.0851.12816.40.88.0%14.112%
Cambridge Reit630.30.5300.55212.00.99.2%14.113%
Ara Asset Manage1,075.61.4001.75013.14.53.6%14.329%
Ifs Capital Ltd60.20.4000.6005.90.4NA14.350%
Starhill Global1,233.80.6350.71513.50.76.6%14.319%
Ascendas Real Es4,295.32.0602.05615.41.26.6%14.66%
Mandarin Orientl2,115.21.6801.73519.11.83.9%14.77%
Ocbc Bank30,770.28.9809.26612.31.43.5%14.77%
Ch Offshore Ltd278.50.3950.5006.30.85.1%15.232%
Mencast107.90.5650.700NANANA15.324%
Otto Marine255.20.1350.15019.30.70.0%15.411%
Fj Benjamin190.50.3350.40510.51.56.0%15.527%
Eratat Lifestyle56.00.1180.3304.00.6NA15.7180%
Kian Ann Enginee96.40.2200.3054.60.65.0%15.844%
Pan-United Corp283.60.5100.6708.40.96.9%15.938%
Lian Beng Group211.90.4000.6103.50.94.3%15.957%
Okp Holdings Ltd187.90.6150.8206.21.95.4%16.039%
Hiap Seng Engine98.70.3250.2807.71.37.7%16.1-6%
Jardine Strat45,245.432.00031.66410.41.10.8%16.20%
Telechoice Intl112.90.2500.2607.81.57.2%16.311%
Valuetronics89.70.2500.3003.9NA7.8%16.328%
Singap Tech Eng9,574.83.1303.25316.65.15.2%16.49%
Singapore Exch7,597.97.0906.61222.38.93.7%16.4-3%
Hotel Grand Cent436.40.810NANANANA16.5NA
Hong Leong Finan1,079.22.4502.56012.00.74.2%16.79%
Moya Asia Ltd45.00.0700.1708.8NANA16.7143%
Ecs Holdings Ltd202.80.5550.7654.3NA7.7%16.846%
K-Reit Asia2,411.90.9450.94018.90.77.4%17.07%
Dmx Technologies315.60.2750.3107.5NA0.9%17.014%
Bbr Holdings73.60.2400.3803.1NA3.3%17.162%
Aims Amp Capital479.41.0801.42010.90.89.6%17.341%
Overseas Uni Ent2,247.52.4702.63817.50.82.6%17.69%
Cdl Reit1,698.11.7601.79815.91.16.3%17.88%
Suntec Reit2,767.01.2351.27217.00.77.3%17.910%
Sia Engineering4,442.94.0504.06015.83.45.0%18.15%
Uol Group Ltd3,633.64.7304.98810.50.72.1%18.38%
Keppel Corp Ltd19,756.511.03012.10512.52.33.8%18.614%
Perennial605.70.5400.63745.00.87.2%18.725%
Amtek Engineer383.60.7000.8306.41.75.4%19.524%
Elec & Eltek651.42.7504.7335.61.312.7%19.685%
Fuxing China Grp48.10.0550.0956.4NA2.2%19.675%

Source: Bloomberg (14 Mar 12)

*This is based purely on figures generated from Bloomberg, no regard to fundamentals or technicals and to a certain extent, gut feel.

*This was a revised and abridged version than the one sent to my clients yesterday.

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.

1 comment:

SnOOpy168 said...

thanks for the info. Would be easier on the eyes if they can be grouped as "Yellows" and then the rest by either descending yield or alphabetical order. ^-^