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 PRESS RELEASE

Rubicon Organics Grants RSUs and PSUs

Rubicon Organics Grants RSUs and PSUs VANCOUVER, British Columbia, Jan. 20, 2025 (GLOBE NEWSWIRE) -- Rubicon Organics Inc. (TSXV: ROMJ) (OTCQX: ROMJF) (“Rubicon Organics” or the “Company”), a licensed producer focused on cultivating and selling organic certified and premium cannabis, announces that it has granted 784,712 restricted share units (“RSUs”) and 784,712 performance share units (“PSUs”). RSU Grant The Company has awarded a total of 784,712 RSUs under its Omnibus Equity Incentive Plan to selected executives and employees. The RSUs will vest over a period ranging from on...

Shirley Wang Xueyi ... (+2)
  • Shirley Wang Xueyi
  • Stella Guo Yuting

Jiumaojiu International Holdings (9922 HK): Business operations deteri...

In 4Q24, Jiumaojiu's table turnover rates worsened further, though business operations ytd showed an improvement compared with Dec 24, due to the winter vacation season. On a positive note, ASP improved on reduced promotions. For 2025, management does not have a guidance on store expansion, while insisting on being cautious on new store openings and continuing to close underperforming stores, which may lead to further impairment losses in 2H24. Maintain BUY; cut target price by 23% to HK$4.00.

Damon Shen ... (+2)
  • Damon Shen
  • Jieqi Liu

Property: Hong Kong Landlords -- Per capita tourism spending weakens f...

In 2024, Hong Kong saw a recovery in the number of visitors, but per capita spending weakened further. For 2025 we expect a stronger-than-expected Hong Kong dollar to continue to diminish the competitiveness of Hong Kong tourism and shopping, and weigh on the valuation of landlords. Maintain UNDERWEIGHT. Trim earnings for Wharf REIC and Hysan. Lower the target prices for our covered stocks. LINK REIT is our top pick for the resilience of community malls.

Moody's Ratings assigns A2 rating to Vicinity Centres RE Ltd's notes

Moody's Ratings (Moody's) has assigned an A2 rating to the AUD 7-year senior unsecured note offering by Vicinity Centres RE Ltd, a subsidiary of Vicinity Centres. The outlook is stable. IMPORTANT NOTICE: MOODY'S RATINGS AND PUBLICATIONS ARE NOT INTENDED FOR USE BY RETAIL INVESTORS. SUCH USE WOULD ...

Trinh Nguyen
  • Trinh Nguyen

Trump Should View Vietnam As a Trade Partner, Not a Target

Donald Trump was sworn in as U.S. president on Monday, and the world is speculating about his plans for day one and beyond. For Asia -- especially Vietnam -- the key concern centers on foreign trade and tariffs. Will Trump's trade measures target all nations, or focus on specific countries like China and Vietnam, the latter having emerged as a major beneficiary of supply chain shifts in Southeast Asia.Under a scenario in which Trump spares the rest of the world and imposes tariffs only on China,...

Si Yong Ng
  • Si Yong Ng
Thanawat Thangchadakorn
  • Thanawat Thangchadakorn

TMBThanachart Bank (TTB TB) - 4Q24: Results In Line; Well-controlled A...

TTB posted a 4Q24 net profit of Bt5.1b (+2% yoy, -2% qoq). The results are in line with our and consensus forecasts. The contraction in loans in 2024 was due to a selective focus on growing a quality portfolio. The remaining tax benefit amounting to Bt10.6b will serve as a cushion to support growth. TTB preserved its good asset quality in 2024. The bank intends to reach a medium-term ROE milestone of 10%. Maintain BUY with a target price of Bt2.16.

Thanawat Thangchadakorn
  • Thanawat Thangchadakorn

Kiatnakin Phatra Bank (KKP TB) - 4Q24: Results A Huge Positive Surpris...

KKP posted 4Q24 net profit of Bt1.4b (+110% yoy, +8% qoq). The results are far above our and consensus expectations by 39% and 37% respectively. However, the notable qoq increase was due to a net gain on financial instruments measured at fair value through profit or loss (FVPL). Meanwhile, provision expenses spiked 34% qoq in 4Q24. Nevertheless, we expect KKP’s share price to have limited downside due to the remaining share repurchase. Maintain HOLD with a target price of Bt52.00.

Thanawat Thangchadakorn
  • Thanawat Thangchadakorn

Thailand Daily - Tuesday, January 21, 2025

KEY HIGHLIGHTS Results Kiatnakin Phatra Bank (KKP TB/HOLD/Bt51.50/Target: Bt52.00) 4Q24: Results a huge positive surprise, but provisions jump qoq. TMBThanachart Bank (TTB TB/BUY/Bt1.82/Target: Bt2.16) 4Q24: Results in line; well-controlled asset quality in 2024.

Damon Shen ... (+5)
  • Damon Shen
  • Greater China Research Team
  • Jieqi Liu
  • Shirley Wang Xueyi
  • Stella Guo Yuting

Greater China Daily: Tuesday, January 21, 2025

KEY HIGHLIGHTS Sector Property: Hong Kong Landlords In 2024, Hong Kong saw a recovery in the number of visitors, but per capita spending weakened further. For 2025 we expect a stronger-than-expected Hong Kong dollar to continue to diminish the competitiveness of Hong Kong tourism and shopping, and weigh on the valuation of landlords. Maintain UNDERWEIGHT. Trim earnings for Wharf REIC and Hysan. Lower the target prices for our covered stocks. LINK REIT is our top pick for the resilience of comm...

Leonard Law ... (+2)
  • Leonard Law
  • Trung Nguyen

Lucror Analytics - Morning Views Asia

In today's Morning Views publication we comment on developments of the following high yield issuers: New World Development, China Vanke, Vedanta Resources

Malaysia Research Team
  • Malaysia Research Team

Malaysia Daily - Tuesday, January 21, 2025

KEY HIG HLIGH TS Company Update Hap Seng Plantations (HAPL MK/BUY/RM1.84/Target: RM2.35) Page 2 HAPL is likely to end 2024 on a strong note, with 4Q24 earnings expected to surge 31% qoq on firmer CPO and PK selling prices. We forecast a second interim dividend payout of 10 sen in tandem with the strong 2024 results, which implies a yield of >5%. Maintain BUY. Pekat Group (PEKAT MK/BUY/RM1.06/Target: RM1.30) Page 5 Bright prospects to drive near-term earnings, hence we raise our earnings forecast...

Anas Fitri Bin Ahmad ... (+12)
  • Anas Fitri Bin Ahmad
  • Benyamin Mikael
  • Chong Lee Len
  • Damon Shen
  • Heidi Mo Jinghui
  • Jieqi Liu
  • John Cheong Ming Chern
  • Lester Siew
  • Llelleythan Tan Tan
  • Shirley Wang Xueyi
  • Stella Guo Yuting
  • Thanawat Thangchadakorn

Regional Morning Notes - Tuesday, January 21, 2025

GREATER CHINA Sector Property: Per capita tourism spending weakens further despite a yoy increase in visitor numbers; 2025 will continue to be a challenging year. Update Jiumaojiu International Holdings (9922 HK/BUY/HK$2.74/Target: HK$4.00): Business operations deteriorate in 4Q24; being cautious on new store openings; continuous closures of underperforming stores may happen in 2025. INDONESIA Sector Property: Undemanding valuation amid increased uncertainty. MALAYSIA Update Hap Seng Plantati...

Heidi Mo Jinghui ... (+2)
  • Heidi Mo Jinghui
  • John Cheong Ming Chern

Venture Corporation (VMS SP) - Remain Focused And Cautiously Optimisti...

We held a meeting with VMS and our institutional clients. Key highlights include: a) VMS will remain focused on maintaining and growing its differentiating capabilities to sustain its earnings and dividends; b) VMS is ready to capture opportunities from trade diversion by being agile; and c) VMS sees potential growth from customers in the domains of semiconductor equipment, lifestyle consumer technology, AI data centre and life science. Maintain BUY. Target price: S$15.55.

Chong Lee Len ... (+2)
  • Chong Lee Len
  • Llelleythan Tan Tan

Singapore Telecommunications (ST SP) - On Track To Continue Driving Sh...

In line with Singtel’s ST28 growth plan, its value-unlocking initiatives remain on track which we reckon would come from paring down stakes in its regional associates and non-core fixed assets, likely leading to higher VRDs in the next 3-5 years. The group continues to improve its ROIC through better core operational performance while also doubling down on its future growth drivers, NCS and Nxera. In view of a decent dividend yield of 5.2%, we maintain BUY with the same target price of S$3.58.

Chong Lee Len ... (+4)
  • Chong Lee Len
  • Heidi Mo Jinghui
  • John Cheong Ming Chern
  • Llelleythan Tan Tan

Singapore Daily - Tuesday, January 21, 2025

KEY HIGHLIGHTS Update Singapore Telecommunications (ST SP/BUY/S$3.15/Target: S$3.58)  Driving shareholder value through active capital management and operational efficiency, particularly in Australia. Venture Corporation (VMS SP/BUY/S$12.71/Target: S$15.55)       Remain focused and cautiously optimistic for the medium term. TRADERS' CORNER  Singapore Post (SPOST SP): Trading BUY                                                                         DFI Retail Group Holdings (DFI SP): Trading ...

Benyamin Mikael
  • Benyamin Mikael

Property – Undemanding Valuation Amid Increased Uncertainty

CTRA achieved a record-breaking Rp11t in marketing sales for 2024 (+8% yoy), while SMRA underperformed with Rp4.37t (-3.4% yoy), and BSDE is expected to meet its target. In 2025, total marketing sales are forecasted to grow 4.4% yoy. Two main catalysts in 2025 are additional rounds of interest rate cuts and VAT exemptions. The property sector is trading at an undemanding valuation of -1.5SD to the five-year mean discount to RNAV. Maintain OVERWEIGHT. Top picks: BSDE and CTRA.

Benyamin Mikael ... (+2)
  • Benyamin Mikael
  • Maskun Ramli

Indonesia Daily - Tuesday, January 21, 2025

Property: Undemanding valuation amid increased uncertainty. TRADERS’ CORNER Bank Negara Indonesia (BBNI IJ): Technical BUY Indah Kiat Pulp & Paper (INKP IJ): Technical BUY

ABGSC Renewable Energy Research ... (+3)
  • ABGSC Renewable Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland

Plenti Auto ABS 2025-1 Trust: Pre-sale – Plenti Finance's first auto A...

The subject transaction is a static cash securitisation of auto loans extended by Plenti Finance Pty Limited.

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