CGS-CIMB

Broker's Calls

PhillipCapital and CGS-CIMB analysts lower target price for NYSE-listed TDCX, following drag from largest customer Meta

PhillipCapital and CGS-CIMB have target prices of US$8.60 and US$6.20, and “buy” and “hold” calls respectively.

Corporate moves

CGS-CIMB appoints veteran economist Song Seng Wun as economic advisor

Song, who has more than 30 years of working experience as an economist, is no stranger to the brokerage
Singapore GDP to barely stay positive; stay put with high-yield big caps - THE EDGE SINGAPORE

Singapore economy

Singapore GDP to barely stay positive; stay put with high-yield big caps

The STI is supported by the inexpensive valuation of just over 10x forward P/E and an attractive dividend yield of 5.3%

Broker's Calls

CGS-CIMB expects coming reporting season to be 'muted'; flags inflection point for SingPost, ComfortDelGro

CGS-CIMB is keeping its year-end target for the Straits Times Index at 3,350 points

Broker's Calls

CGS-CIMB keeps 'add' call and $20.10 target price on Venture Corp

Tng’s target price is pegged to a 22-year average forward P/E of 15.2x of his FY2024 earnings estimate
Analysts positive on Grab following increased revenue guidance and accelerated profitability timeline - THE EDGE SINGAPORE

Broker's Calls

Analysts positive on Grab following increased revenue guidance and accelerated profitability timeline

Grab's increased FY2023 revenue guidance took Citi Research analysts by surprise.

Broker's Calls

CGS-CIMB keeps 'hold' call on Nanofilm, eyes FY2024 as 'key' year for possible re-rating

"We believe normalcy has returned to its China factories since Jan 2023."
Singapore corporate earnings peaked in 2022, difficult to beat next year: CGS-CIMB - THE EDGE SINGAPORE

Singapore economy

Singapore corporate earnings peaked in 2022, difficult to beat next year: CGS-CIMB

Singapore’s projected CY2022 aggregate net profit growth of 30% compared to pre-Covid levels will be a “tall order" to beat.
CGS-CIMB downgrades Singapore banking sector to "neutral" - THE EDGE SINGAPORE

Broker's Calls

CGS-CIMB downgrades Singapore banking sector to "neutral"

Nonetheless, the analysts believe that with banks dishing dividends at yields of between 4 to 5%, the sector is well supported.
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