CGS-CIMB's Singapore Strategy note (8 June 2018) reiterated its alpha picks. The selected small-caps are presented below, with links to our recent stories on three of them.
|
Company
|
Stock |
TP |
Upside |
Core P/E
|
P/ |
ROE |
Dividend |
|
|
|
|
|
|
CY18F |
CY19F |
|
|
|
|
China Sunsine |
1.60 |
1.87 |
17.0 |
6.9 |
8.3 |
1.70 |
27.2 |
3.1 |
|
mm2 Asia
|
0.47 |
0.72 |
53.9 |
16.6 |
14.1 |
2.61 |
17.7 |
0.0 |
|
Riverstone |
0.98 |
1.28 |
30.6 |
15.1
|
13.0 |
2.99 |
20.9
|
2.7 |
|
Sunningdale |
1.35 |
2.50 |
85.1 |
8.5 |
6.4 |
0.67 |
8 .0 |
5 .0 |
|
Yongnam |
0.30
|
0.56
|
89.8
|
22.1
|
5.6 |
0.52 |
2.4 |
0.0 |
|
Average
|
|
|
|
10.6 |
9.6 |
1.54 |
15.4 |
2.3 |
China Sunsine is the world's largest producer of rubber accelerators, which aid in the production of tyres. Clients include major producers such as Pirelli, Goodyear and Bridgestone. NextInsight file photo
