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CLSA
Broker's Calls
Analysts mixed on S’pore banks amid impending rate cuts, DBS named top pick
CLSA maintains their “overweight” call, while RHB remains “neutral”.
August 26, 2024
Broker's Calls
CLSA sees Singapore banks remaining ‘stronger for longer’ amid rate cut expectations
Analyst Neel Sinha says the banks' fees and loan growth should offset any softening in NIMs.
August 06, 2024
Banking & finance
DBS offers better risk-reward with NIM and dividend
Based on the results of the local banks, DBS Group Holdings’ 2QFY2023 ended June results exceeded the expectations of analysts.
August 10, 2023
Broker's Calls
Singapore banks 'ploughing ahead', with 2QFY2023 results beating CLSA's conservative estimates
CLSA analysts believe NIMs will peak out at end-2023.
August 10, 2023
Broker's Calls
Analysts overall positive on UOB after ‘decent’ 2QFY2023 results
Analysts have mostly kept their "add" or "buy" calls except DBS, which has kept its "hold" call.
August 01, 2023
Broker's Calls
CLSA upgrades Genting Singapore to ‘buy’ amidst healthy recovery
CLSA upgrades Genting Singapore to ‘buy’ at an unchanged target price of $1.26.
July 25, 2023
Broker's Calls
As banks’ momentum wanes, investor interest could return to S-REITs and tech stocks: CLSA
CLSA analysts say that banks could be losing momentum with Singapore market earnings upgrades waning over the past few quarters.
June 16, 2023
Broker's Calls
S-REITs at an inflection point, CLSA upgrades sector to 'overweight'
The relative underperformance of interest rate sensitive sectors like S-REITs will start to turn the corner moving forward.
May 22, 2023
Broker's Calls
Non-interest income recovery the next growth lever for local banks: CLSA
Non-interest income is roughly a third of total income for the banks.
May 18, 2023
Property
CLSA downgrades CDL to 'sell'; analysts see 'negative knee jerk reaction' in developers' share prices
The 60% ABSD for foreign buyers is believed to be the highest in the world.
April 27, 2023