ComfortDelgro: Over past three years, the public transport operator saw its price peak ~ 3.2, and bottom ~ 2.36. Operating in utility sector, it's dividend growth rate is attractively > 8% annually. Current trading price translates to dividend yield ~ 4.3%. Major downside risk came from Taxi segment which is facing stiff competition from Uber and Grab. However second half of 2017 could see more contribution from rail segment since Downtown line stage III shall commence on 2017Q4. Another price catalyst is potential fare price review by Public Transport Council.
http://www.straitstimes.com/singapore/transport/public-transport-council-starts-review-of-fare-formula-ptc-chairman-says-service
SingTel: The leading domestic Telco has been consistently trading between 3.4 to 4.5 over past 5 years. Recent downfall was due to stiffer competition from both local and overseas market. The company has been raising stakes on overseas business, so as to ease up margin pressures from SG market. Market watcher Gartner expected that worldwide expenditure on information security is expected to grow 7.6% yoy to USD90b in 2017 and reach USD113b by 2020. Singtel has been position to benefit from the trend through its exposure from business entities: Trustwave, Amobee and DataSpark. Upcoming >$2b worth of IPO of Netlink could bring special dividend to shareholders. Current shares price translates to dividend yield > 4.4%, excluding potential special dividend.
http://www.businesstimes.com.sg/companies-markets/singtel-gets-nod-from-sgx-for-netlink-trust-listing
ST Engineering: The local defense and engineering group saw its shares price surging in beginning of 2017. Price has been range bouncing between 3.62 to 3.85, which translates to dividend yield ~ 4%. Project order book on latest quarter reached 13b, which is around record high level. The majority sales to US originated from US-based facilities, so it shall be benefited from Trump's proposed tax cut as well as potential higher military defense budget.
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