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consumer sector
Budget 2023
Budget 2023 offers near-term help but maintains fiscal discipline and active wealth distribution
Analysts see a slight impact on property stocks, while household assistance could bring cheer to consumer and transport counters.
February 16, 2023
Broker's Calls
ThaiBev, Kimly, Food Empire and Sheng Siong likely to be winners in rising inflation climate: RHB
The brokerage has kept its “overweight” call on the Singapore consumer stocks sector.
September 15, 2022
Singapore economy
2022 themes include peaking inflation, supply chain easing, higher interest rates and rebound in tourism: PhillipCapital
The brokerage’s STI target for end-2022 remains at 3,400 points.
January 10, 2022
Broker's Calls
Consumer sector glimmers on possible recovery in domestic play post Covid-19, says RHB
RHB Research Securities has upgraded the consumer sector to "overweight" from its "neutral" stance previously.
December 08, 2020
Broker's Calls
The worst is over for the F&B foodservice players as hungry consumers are out and about
With Phase 3 underway, DBS Group Research is positive on the consumer downstream
October 26, 2020
Broker's Calls
Take a bite out of these 4 consumer stocks this year: DBS
Retail sales in Singapore saw an overall drop in 2019, but the F&B and online components of retail sales saw some growth.
January 06, 2020
Broker's Calls
Consumer spending slated to stay resilient despite tepid economic growth: RHB
SINGAPORE (Dec 11): RHB Research is maintaining its “neutral” call on the Singapore consumer sector, as decelerating economic growth and macro-economic uncertainties threaten to tame consumer confidence and limit upside potential in the upcoming yea
December 11, 2019
Broker's Calls
RHB keeps top consumer sector pick Delfi at 'buy' given inexpensive valuation, robust revenue and margins growth
SINGAPORE (May 27): RHB Research is reiterating its strong “buy” call on Delfi with a target price of $1.68, which implies 28 times FY19F P/E and implies 24% upside and 2.5% dividend yield.
May 27, 2019
Broker's Calls
3 top consumer picks revealed as RHB expects sector to outperform ST Index in 2019
SINGAPORE (Jan 4): RHB Research is maintaining its “overweight” rating on the Singapore consumer sector, against the backdrop of a global economic slowdown and uncertainty arising from trade tension between the US and China.
January 04, 2019
Broker's Calls
Supermarket, e-commerce plays draw investor interest: CGS-CIMB
SINGAPORE (Sept 14): CGS-CIMB Research is keeping its “overweight” rating on the consumer sector, amid optimism that a better-than-expected GDP growth rate in 2018 could spur retail consumption.
September 14, 2018