$海峽貿易 .(S20.SG)$
Straits Trading launches private placement to raise S$80.9m, priced at S$3.11 per share
1. The conglomerate-investment company will be issuing 26 million shares, priced at S$3.11 each, "to encourage both institutional and individual share ownership", it said.
2. Net proceeds from the share placement will be used to fund acquisitions and future anticipated growth for the group's businesses in real estate, resources and hospitality, as well as for general working capita...

$凱詩物流信托(K2LU.SG)$
ESR-Reit, ARA Logos propose S$1.4b merger
1. THE managers of ESR-Reit ESR-REIT: J91U 0% and ARA Logos Logistics Trust (ARA Logos) ARA LOGOS Log Tr: K2LU 0% have proposed a S$1.4 billion merger, where ESR-Reit will acquire all of ARA Logos' units in exchange for a combination of cash and new units.
2. The proposed merger, which will result in the merged entity being named ESR-Logos Reit, will be effected by way of a trust scheme of arrangement. ARA Logos unitholders will receive a scheme consideration of S$0.95 per ARA Logos unit - comprising S$0.095 in cash and 1.6765 new ESR-Reit units, to be issued at S$0.51 apiece.
3. For illustrative purposes, this means an ARA Logos unitholder will receive S$95 in cash and 1,676 units for every 1,000 ARA Logos units held by the books closure date, to be announced. This implies a gross exchange ratio of 1.863 times.

$萊佛士教育(NR7.SG)$
Raffles Education shares sink as tycoon Oei Hong Leong's letter to the board circulates
1. The stock of mainboard-listed Raffles Education (REC) was hammered to new lows on Monday (Oct 18) as the market got hold of a letter by tycoon Oei Hong Leong to the company's board.
2. The stock dived 26 per cent, or 2.1 cents, to close at 6.1 cents in the wake of a letter from Mr Oei asking why REC's chief executive and founder Chew Hua Seng had caused the company to hire all "adult members of his family at high salaries".
3. In fact, the stock has been under pressure for several months following the company's disclosure that it was issued a writ by Affin Bank amounting to some RM$410 million (S$132.9 million) on an unpaid loan.

$CIVMEC公司(P9D.SG)$
📢 公司更新：日富美科技有限公司 (中華人民共和國) 2021 年 9 月 8 日
強勁的基本因素引領增長
🔷 收益擊敗。日本 FY2021 淨利潤（2021 年 6 月 30 日）按年飆升 97%，至 34.6 億澳元，高於我們的估計 33.55 億澳元。
🔷 中國鐵礦石的胃口。儘管隨著中國政策制定者試圖削減鋼鐵產量，鐵礦石價格最近一直處於下跌趨勢，但中國鐵礦石進口在 8 月創下新高，這表明該國繼續依賴該商品。
🔷 中長期驅動程序。隨著澳大利亞政府增加國防和基礎設施支出，合同獲勝的可能性增加。整體收益由維修及改善工程的經常性收入支持約 20%。大宗商品市場將推動礦工的資本支出。
我們維持「超越」建議，並根據不變的 12.0x FY2022F P/E，將目標價值修改為 0.90 新元。
➡️ 閱讀更多：
https://www.kgieworld.sg/research/civmec-limited/

$CIVMEC公司(P9D.SG)$
報名參加簡報
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$新電信(Z74.SG)$
由星展銀行研究
辛泰第二季第二十二季基礎淨利潤 451 萬新加坡元（同比上升 31%）處於我們估計 430 億新加坡元的上端
澳大利亞急劇復甦，Bharti 的盈利轉變和新加坡的穩定是關鍵驅動因素。
保持買入價值不變為 3.01 新加坡元，增長潛力超過 28%，收益率 3.6%
辛泰爾第二季第二季度的基礎淨利潤 451 萬新加坡元（同比增長 31%）處於我們預估 430 億新加坡元的上限，佔全年預估的 22%。突出的是澳大利亞消費者營業利潤大幅上漲至 44 億新加坡元（不包括 Nat...

$Delfi(P34.SG)$ 星展銀行研究：
維持買入以高新加坡幣 1.06 元（以前為 0.96 新加坡元）。我們正在提高總值，隨著我們將自己的 PE 指標轉向 21 財政年度和 22 財年收入之間的 50-50 的混合成分。我們維持我們的 PE 指標為其四年歷史平均值的 18.0 倍（-0.6 SD）。Delfi 目前以 13.9 倍的遠期收益交易，是其四年歷史平均值的 -1.3 SD。
我們不同的地方：我們相信持續 EPS 增長將導致其後 12 個月（TTM）每股收益和股價之間恢復關係。
...

$FuboTV(FUBO.US)$ 擠壓短褲