Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

China Yongda Automobile Services Hldg / Event-Driven

<ul>
<li>The data in this insight is collated from the "shareholding disclosure" <a href="https://www2.hkexnews.hk/Shareholding-Disclosures/Disclosure-of-Interests?sc_lang=en" target="_blank" rel="noopener">link</a> on the HKEx website. </li>
<li>Often there is a corresponding HKEx announcement on the increase - or decrease - in the shareholding by directors. However, such disclosures are by no means an absolute. </li>
<li>This insight also flags those companies where shares have been pledged, both recently and ongoing.</li>
</ul>


The data in this insight is collated from the "shareholding disclosure" link on the HKEx website. 
Often there is a corresponding HKEx announcement on the increase - or decrease - in the shareholding by directors. However, such disclosures are by no means an absolute. 
This insight also flags those companies where shares have been pledged, both recently and ongoing.


Hong Kong CEO & Director Dealings - 11th July 2022

SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

Equity Bottom-Up

<ul><li>Director filings and buybacks continue at stronger pace INSTITUTIONS were net sellers of Singapore stocks over the five trading sessions through to Mar 7, with S$224 million of net institutional outflow, as 26 primary-listed companies conducted buybacks with a total consideration of S$24.4 million, quadrupling the buyback consideration of the preceding five sessions.</li><li>This increased his total interest from 53.27 per cent to 53.61 per cent.</li><li>This followed his acquisition of 4.5 million shares between Feb 27 and 28.</li></ul>

Director filings and buybacks continue at stronger pace INSTITUTIONS were net sellers of Singapore stocks over the five trading sessions through to Mar 7, with S$224 million of net institutional outflow, as 26 primary-listed companies conducted buybacks with a total consideration of S$24.4 million, quadrupling the buyback consideration of the preceding five sessions.This increased his total interest from 53.27 per cent to 53.61 per cent.This followed his acquisition of 4.5 million shares between Feb 27 and 28.

Director Filings & Buybacks Continue Stronger Pace

External broker reports(aggregated public sources), RHB Invest

RHB Invest

External broker reports(aggregated public sources)

RHB Investment Bank is one of the leading capital market players in Malaysia. Supported by an award-winning research team of experienced product specialists, RHB Group Investment Banking offers a full range of investment banking products and services covering primary markets, such as advisory (corporate & debt restructuring, mergers and acquisitions, takeovers), fundraising via both equity and debt instruments, and secondary markets including securities trading for both institutional and retail clients. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>We remain upbeat on Centurion Corp (SGX:OU8), as 1Q23’s revenue growth validates improving demand for its assets globally.</li><li>Occupancy continues to improve in all Centurion’s key markets and it remains on track to meet our forecasts.</li><li>We expect growth to be driven by both increased bed capacities and better rental rates.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

We remain upbeat on Centurion Corp (SGX:OU8), as 1Q23’s revenue growth validates improving demand for its assets globally.Occupancy continues to improve in all Centurion’s key markets and it remains on track to meet our forecasts.We expect growth to be driven by both increased bed capacities and better rental rates.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Centurion Corp - Higher Capacities, AEI Driving Growth; Keep BUY

External broker reports(aggregated public sources), UOB Kay Hian

UOB Kay Hian

Backed by the UOB Group, UOB Kay Hian is one of Asia’s largest brokerage firms. Headquartered in Singapore, we are supported by more than 80 branches worldwide including a growing network of offices across Southeast Asia, Greater China, the United Kingdom and North America. Our global footprint and strong international presence have enabled us to feel the pulse of key financial markets and deliver incisive intelligence across industry sectors and asset classes. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>Centurion’s 1Q23 business update was a solid one with revenue up 5% y-o-y to S$47m making up 25% of our full-year forecast and thus in line with expectation.</li><li>The key PBWA segment, which makes up three-quarters of its revenue, saw 5% y-o-y growth in its top-line while its PBSA segment was similarly robust, up 7% y-o-y.</li><li>In addition, Centurion stated that rental reversions were healthy and with its ability to pass on inflation and higher costs, it would appear that profit margins have easily been maintained, in our view.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Centurion’s 1Q23 business update was a solid one with revenue up 5% y-o-y to S$47m making up 25% of our full-year forecast and thus in line with expectation.The key PBWA segment, which makes up three-quarters of its revenue, saw 5% y-o-y growth in its top-line while its PBSA segment was similarly robust, up 7% y-o-y.In addition, Centurion stated that rental reversions were healthy and with its ability to pass on inflation and higher costs, it would appear that profit margins have easily been maintained, in our view.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Centurion Corp - Continuing On Its Recovery Across All Asset Classes

10 in 10 with Centurion Corporation - Specialised Accomodations with a Heart 

Singapore

Hotel Grand Central Limited owns, operates, and manages hotels. The Company also collects rent, develops properties, and provides marketing and support services.

Stamford Land Corporation Limited is an investment holding company.  The Company owns and manages hotels and travel agencies.  Stamford Land Corporation also develops and invests in properties.

Straco Corporation Limited develops and operates aquatic related facilities and tourism related activities.  The Group also operates cable car facilities and provides management and consulting services.

Kimly Limited operates and manages coffee shops and food courts. The Company offers prepared foods and drinks for on-premise consumption. Kimly serves customers in Singapore.

Amara Holdings Limited operates hotels and restaurants, provides food and beverage catering services as well as develops and invests in properties.  The Company owns and operates Amara Hotel and invests in shares.

Banyan Tree Holdings Limited owns and manages hotels. The Company also operates spas, galleries and golf courses, and invests in property. Banyan Tree offers design and project management services as well.

Hotel Royal Limited owns and operates the Hotel Royal in Singapore.  The Company, through its subsidiaries, also manages and invests in properties in Malaysia and New Zealand.

Jumbo Group Ltd is a seafood restaurant group offering multiple dining concepts catering to all types of consumers.  The Company offers restaurants in Singapore, China, and Japan.

AF Global Limited operates as an investment holding company. The Company, through its subsidiaries, invests, develops, sells, and manages hotels and resorts.

OUE Limited operates as a diversified real estate owner, developer, and operator with a portfolio of assets in prime locations in Singapore. The company focuses its business in the commercial, hospitality, retail, residential and healthcare sectors.

Tibet Tourism Co., Ltd. provides travel agent services, manages and operates hotels and restaurants in Tibet.  The Company also provides advertising agency services.

China Quanjude Group Company Ltd. owns and operates Peking roast duck restaurant chains.

GENKI SUSHI CO., LTD. operates revolving sushi bar chain "Genki Sushi", "Sushi Ondo", and "Senryo" in the Kanto area.  The Company also operates in the Tohoku area.

The Marcus Corporation operates in the lodging and entertainment industries. The Company's movie theater division owns or manages screens at locations in several states, as well as a family entertainment center.  Marcus' lodging division owns or manages hotels and resorts in several states, as well as a vacation club.

Magnum Berhad is a holding company. The Company, through its subsidiary, focuses on the gaming or numbers forecasting lottery business.

Delta Corp Limited a diversified business group having a presence in the entertainment and gaming, real estate business in India and Kenya. The Company's business includes offshore casinos, and real estate consulting & development.

Huatian Hotel Group Co., Ltd. operates a five-star hotel in Changsha, Hunan. The Company also provides related food, entertainment, and other services. Through its subsidiaries, Hunan Huatian develops computer software.

SRS Holdings Co., Ltd. operates as a holding company. The Company, through its subsidiaries, focuses on restaurant businesses. SRS Holdings provides meals, noodles, rice, and beverages. SRS Holdings serves customers in Japan.

RINGER HUT CO., LTD. manages chain of noodle shops in Kyushu, Kansai, and Kanto area.  The restaurants mainly serves Nagasaki champon noodle.

Xi'an Tourism Co., Ltd. operates hotels, providing lodging, catering, and travel services.  The Company also operates in petroleum exploration and extraction businesses.

Centurion Corporation Limited owns, develops and manages quality, purpose-built workers accommodation assets in Singapore and Malaysia, and purpose-built student accommodation assets in Singapore, Australia, the United Kingdom (“UK”), the United States (“US”) and South Korea.

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Centurion Corp (CENT SP)

Hong Kong CEO & Director Dealings - 11th July 2022

Attached is an overview of the latest director & CEO dealings lifted from statutory filings since the beginning of July. China Yongda (3669 HK)...

David Blennerhassett

Director Filings & Buybacks Continue Stronger Pace

Director filings and buybacks continue at stronger pace INSTITUTIONS were net sellers of Singapore stocks over the five trading sessions through...

Singapore Exchange Ltd (SGX)

Centurion Corp - Higher Capacities, AEI Driving Growth; Keep BUY

We remain upbeat on Centurion Corp (SGX:OU8), as 1Q23’s revenue growth validates improving demand for its assets globally.

RHB Invest

Centurion Corp - Continuing On Its Recovery Across All Asset Classes

Centurion’s 1Q23 business update was a solid one with revenue up 5% y-o-y to S$47m making up 25% of our full-year forecast and thus in line with...

UOB Kay Hian

10 in 10 with Centurion Corporation - Specialised Accomodations with a Heart

10 in 10 with Centurion Corporation - Specialised Accomodations with a Heart

Singapore Exchange Ltd (SGX)

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