DBS Group Research

Sembcorp Industries and Seatrium are among a handful of stocks that will benefit from the JS-SEZ, according to DBS Group Research.

As touted by the governments, the JS-SEZ zone offers a “wide range of opportunities”, such as competitive costs of doing business, strong government support and pro-business policies and incentives.

DBS' Singapore retail sector top picks are DFI Retail and ThaiBev.

Analysts Derek Tan and Tabitha Foo have increased their target price estimates for both PropNex and APAC Realty to $1.15 and 50 cents respectively.

Analysts’ top picks are ST Engineering, DFI Retail and Seatrium as they recommend investors position for ‘resilience’ and ‘growth’ in ‘volatile’ 2025.

DBS' Tan and Ling note that notwithstanding near-term volatility, the semiconductor industry is well poised for growth, owing to the push towards digitalisation.

DBS has increased its target price for Sea to US$157 representing an upside potential of 48%.

The tenant now accounts for 11% of the revenue but is paying a rate 10-20% below market.

The Mount Elizabeth Orchard hospital, a key asset under Parkway Life REIT.

The analysts' 2025 GDP forecasts range from 2.2% to 3.6% on a y-o-y basis.