CGS-CIMB Research

Broker's Calls

SGX 'leaning on' FX, commodities as equities business stays 'unexciting': analysts

“Despite robust growth from the FICC segment, we reckon that there are no near-term catalysts to justify a higher valuation.”

Broker's Calls

Analysts cheer MINT’s strong Singapore rental reversion despite US occupancy weakness

Vacancy in US data centres and further non renewals along with absence of divestment gains may negatively impact distributions.
Analysts lower TPs on Keppel DC REIT; CGS-CIMB downgrades to ‘hold’ - THE EDGE SINGAPORE

Broker's Calls

Analysts lower TPs on Keppel DC REIT; CGS-CIMB downgrades to ‘hold’

The analysts' target prices now range from $1.81 to $2.20.
RHB upgrades Suntec REIT to ‘buy’ on strong operational metrics; analysts up TPs on forward estimates - THE EDGE SINGAPORE

Broker's Calls

RHB upgrades Suntec REIT to ‘buy’ on strong operational metrics; analysts up TPs on forward estimates

Analysts from CGS-CIMB, DBS, Maybank and OCBC have kept their "hold" calls while Citi has kept its "sell" rating.
CGS-CIMB ups GKE Corp’s TP to 8 cents despite missed earnings expectations for 1HFY2024 - THE EDGE SINGAPORE

Broker's Calls

CGS-CIMB ups GKE Corp’s TP to 8 cents despite missed earnings expectations for 1HFY2024

GKE Corp's 1HFY2024 net profit of $1.9 million stood at 32% of CGS-CIMB's FY2024 estimate.

Broker's Calls

CGS-CIMB keeps ‘add’ on China Aviation Oil as it sees 2HFY2023 net profit to grow by 88% y-o-y

CAO is expected to report its results for the 2HFY2023 and FY2023 in the last week of February.
REIT and semiconductor sectors among the favourites - THE EDGE SINGAPORE

Singapore economy

REIT and semiconductor sectors among the favourites

With interest rate cuts set to happen this year, most analysts have turned positive on S-REITs.
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