Singapore Stock Picks: Kingsmen Creatives: SGD0.95 BUY (TP: SGD1.10)

KMEN’s 4Q13 PATAMI rose 23.1% y-o-y to SGD7.6m on the back of a 8.2% y-o-y revenue growth, as it completed some projects during the quarter. The company’s outlook remains healthy, supported by the pipeline of MICE events and theme park launches across the region - although growth may be limited by its ability to take on more projects. Maintain BUY with a SGD1.10 TP, based on a 8x FY13F P/E (ex-cash).

Expect a better year ahead. Kingsmen Creatives (KMEN) has a healthy current orderbook of SGD138m (vs SGD81m a year ago), of which SGD117m is expected to be recognised in FY14. KMEN typically continually secures interior fit-out contracts throughout the year. That, coupled with the planned developments in the region (ie new malls and theme parks), indicates revenue and PATAMI are likely to continue to grow. On top of that, KMEN’s strong balance sheet (net cash of SGD59.2m as of end-FY13) puts it in a good position to bid for upcoming projects.

Regional developments a boon for KMEN. The pipeline of theme parks and shopping malls across Asia would be beneficial for KMEN. Closer to home, the Government’s plans for Changi Airport’s Project Jewel (a new mixed-use complex) is likely to benefit KMEN. International luxury brands are still expanding into Asia and into new markets, eg travel retail (in order to establish a retail presence in airports). As airports are being refurbished and new terminals built, such developments would provide more opportunities for the company. Other developments that could be positive for the company include the pickup of meetings, incentives, conferences and exhibitions (MICE) events as well as the pipeline of theme park launches in Asia.

Opportunities to enhance portfolio. There are several exciting theme parks expected to be launched over the next few years, which would benefit KMEN. Given the size of its operations, KMEN successfully securing some parcels of work in each theme park project – which is likely, given its track record - would enhance its portfolio. As such, we remain positive on its outlook for growth. Maintain BUY with a TP of SGD1.10.

  Source: RHB Research

Malaysia CPO Intra Day Trading Signals for February 20, 2014. Gross Profit of RM925 today!!

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US Undervalue Stock Picks for Jan 2014

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Singapore Stock Picks: Osim International BUY TP(SGD2.60)

OSIM International: SGD2.39 BUY (TP: SGD2.60) Growth Momentum To Continue OSIM's 4Q13 PATAMI surged 22.1% y-o-y to SGD27.6m, on the back of strong revenue growth of 15.5% y-o-y. The PATAMI growth was boosted by a SGD42m FV gain at its subsidiary, TWG Tea. Business volume is expected to remain positive, supported by the region's demand for lifestyle products. We are keeping our BUY recommendation and DCF based TP of SGD2.60. Revenue growth likely to continue. OSIM's 4Q13 results met our expectations. The revenue growth was attributed to healthy take-up rates of its products, particularly uInfinity and uAngel, as well as contributions from TWG Tea (TWG), which became a subsidiary in 4Q13 after OSIM increased its stake in TWG to 53.7%. OSIM subsequently raised its stake further to 70%. We expect continued revenue growth for FY14-15, as OSIM is set to benefit from rising demand for its products given its ongoing marketing initiatives, as well as from increased y-o-y contributions from TWG. Outlook to remain healthy. OSIM has been sticking to its strategy of riding on celebrity appeal to reach out to customers in the region, which so far has paid off for the company. We believe this strategy would continue to work well, as OSIM has established itself as Asia's No.1 brand in well-being and healthy lifestyle products, supported by rising purchasing power of households in the region, especially China. Maintain BUY, SGD2.60 TP. OSIM declared a final dividend of SGD0.02/share, bringing the total dividend for FY13 to SGD0.06/share. We remain positive on OSIM as it is a proxy to the region's growing demand for lifestyle products. Its balance sheet