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Stocks and Bonds
mqs2000 7/18/2008 | 0 (0) | 11 | 0 | 0 | English
UOB Economic-Treasury Research www.uobgroup.com/research Company Reg No. 193500026Z
Friday, 18 July 2008
Global Markets
News Highlights
NY High 107.11 1.5894 2.0073 1.0259 0.9791 0.7716 1.0081 NY Low 105.11 1.5782 1.9949 1.0152 0.9678 0.7588 0.9979
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Foreign Exchange Rates (as at 17 July 2008)
JPY EUR GBP CHF AUD NZD CAD As at 18 Jul 106.39 1.58 ... more>>
mqs2000 7/17/2008 | 0 (0) | 10 | 0 | 0 | English
Asia Pacific | Singapore Equity Strategy (Citi)
Strategy Focus
18 July 2008 8 pages
Singapore Investment Daily
Friday, 18 July 2008
CapitaMall Trust Management (CMLT.SI; S$3.09; 2L): Hold: Strong Rental Growth, Offset By Higher Property Tax Provision – 1H08 DPU slightly below expectations. For 2Q08, CMT reported a DPU of 3.52cents, 1% higher ... more>>
mqs2000 7/17/2008 | 0 (0) | 6 | 0 | 0 | English
CIMB TRADERAM
Retail Research
Contact: Jonathan Ng – +65 6210-8650 – jonathan.ng@cimb.com
SINGAPORE
18 July 2008
What’s Relevant
• US markets: Oil prices tumbled below US$130 per barrel yesterday, marking the third day of sell-off in oil price. The declines were probably due to profit taking and US investors finally waking up to the fact that th ... more>>
mqs2000 7/17/2008 | 0 (0) | 4 | 0 | 0 | English
Regional Morning Notes
Friday, 18 July 2008
CapitaMall Trust
2Q08: Maintaining double-digit growth
CapitaMall Trust (CMT) reported gross revenue of S$125.6m in 2Q08, an increase of 20.9% yoy. Key growth drivers were Tampines Mall, IMM Building and Raffles City, where revenue contributions grew 12.2%, 16.5% and 18.4% yoy respectively. Overall occup ... more>>
mqs2000 7/17/2008 | 0 (0) | 5 | 0 | 0 | English
Regional Morning Notes
UOBKayHian
Friday, July 18, 2008
TALKING POINT China Communications Services (552.HK)
(HK$ ) 9.00 8.00
CHINA
Update Nine Dragons Paper (BUY/HK$6.19/Target: HK$9.45) Page 2 Cautious on the short-term outlook given increasing macro uncertainties
HONG KONG
Strategy Taiwan relaxes rules on mutual fund investment. Page 4
7.00 ... more>>
mqs2000 7/17/2008 | 0 (0) | 4 | 0 | 0 | English
Singapore 18 July 2008
Morning Buzz
Kim Eng Research Team
Today’s Top Ideas
Singapore Land
US Indices
Close Dow Nasdaq 11,446.66 2,312.30 Change (%) 1.85 1.20
News Headlines
US exposure seen hitting Koda, HTL GEH insurance funds' exposure to Fannie, Freddie totals $69m CapitaLand-led consortium raises $1.99b loan for Farrer Rd condo CMT still k ... more>>
mqs2000 7/17/2008 | 0 (0) | 6 | 0 | 0 | English
Poems Dealing Department Market Focus yah12,745.88 Research Commentary
18 July 2008
Index name
STRAITS TIMES INDEX HANG SENG INDEX SHANGHAI SE COMPOSITE IX ALL ORDINARIES INDX NIKKEI 225 KUALA LUMPUR COMP INDEX DOW JONES INDUS. AVG NASDAQ COMPOSITE INDEX FTSE 350 INDEX Local Market
Index close
2864.10 21734.72 2684.778 4970.400 12996.88 1121.17 1 ... more>>
mqs2000 7/17/2008 | 0 (0) | 7 | 0 | 0 | English
Daily Review 17 July 2008
LIM & TAN SECURITIES PTE LTD 20 CECIL STREET #09-00 EQUITY PLAZA SINGAPORE 049705 TEL: 65330595 FAX: 65332368 www.eq.com.sg RCB Reg No. 197301030W
FINANCIAL MARKETS
Catch The Shorties
The US Securities & Exchange Commission (SEC) issued an emergency order late on Tuesday, to curtail short selling in financial stocks. It ... more>>
mqs2000 7/17/2008 | 0 (0) | 7 | 0 | 0 | English
CIMB TRADERPM
Retail Research
Contact: Jonathan Ng - +65 6210-8650 –jonathan.ng@cimb.com
SINGAPORE
17 July 2008
CIMB squawk box
Positive play in the Fibre Sector • Sino Techfibre (SINOT SP, S$0.545) – BUY: Sino Techfibre’s share price fell 1ct to close at S$0.545 after this afternoon’s trade. We maintain target price of S$1.76 based on 9.4x CY09 ... more>>
mqs2000 7/17/2008 | 0 (0) | 7 | 0 | 0 | English
See Appendix A-1 for Analyst Certification and Important Disclosures
T H E
17 July, 2008
G L O B A L I S E R
Bruce Rolph (612) 8225 4094 bruce.rolph@citi.com Kim Ta (65) 6432 2051 kim.ta@citi.com as the most expensive market… vs cheapest: Taiwan, Thailand, Philippines, and Korea’.
https://www.citigroupgeo.com/pdf/SAP18181.pdf
On… further Dollar ... more>>
mqs2000 7/17/2008 | 0 (0) | 9 | 0 | 0 | English
US Portfolio Strategist
17 July 2008
Must Read
Editorial
Fannie and Freddie in a Funk 2
Spotlight — GSEs: Calmer Heads Should Eventually Prevail
Given the volatility surrounding Fannie Mae and Freddie Mac of late, we held a conference call with Specialty / Mortgage Finance analyst Brad Ball, U.S. Economist
3
Spotlight
GSEs: Calmer Heads Should ... more>>
mqs2000 7/16/2008 | 0 (0) | 18 | 0 | 0 | English
Poems Dealing Department Market Focus yah12,745.88 Research Commentary
17 July 2008
Index name
STRAITS TIMES INDEX HANG SENG INDEX SHANGHAI SE COMPOSITE IX ALL ORDINARIES INDX NIKKEI 225 KUALA LUMPUR COMP INDEX DOW JONES INDUS. AVG NASDAQ COMPOSITE INDEX FTSE 350 INDEX Local Market
Index close
2835.32 21223.50 2705.867 4947.500 12760.80 1127.6 11 ... more>>
CrisologaLapuz 7/16/2008 | 0 (0) | 17 | 0 | 0 | English
This is an example of calculate volatility. This document is useful for conducting calculate volatility. ... more>>
mqs2000 7/15/2008 | 0 (0) | 22 | 0 | 0 | English
Singapore 16 July 2008
Morning Buzz
Kim Eng Research Team
Today’s Top Ideas
Health Management International Ferrochina Limited Cosco Corp -
US Indices
Close Dow Nasdaq 10,962.54 2,215.71 Change (%) -0.84 0.13
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Futures/Regional Indices
Close S&P Nasdaq Light Crude Nikkei KOSPI All-Ords 1,214.50 1,807.75 138.64 12,775.03 1,509.33 5,007.90 Chang ... more>>
mqs2000 7/15/2008 | 0 (0) | 19 | 0 | 0 | English
CIMB TRADERAM
Retail Research
Contact: Jonathan Ng – +65 6210-8650 – jonathan.ng@cimb.com
SINGAPORE
16 July 2008
What’s Relevant
• US markets: The Dow fell 92.65 points or 0.84% to end the day at 10,962.54. Year-to-date, the Dow
STI Valuation P/E (x) Core EPS growth (%) P/BV (x) Dividend yield (%) EV/EBITDA (x) ROE (%)
Market Valuation
CY2007 1 ... more>>
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