DBS Group Research

Singapore economy

Analysts mostly keep NODX forecast after May numbers

Singapore’s NODX dipped by 0.1% in May, marking the mildest decline in 20 months.
Citi cuts Seatrium’s adjusted profit forecasts, lowers TP to $1.96 after new investigations into Operation Car Wash - THE EDGE SINGAPORE

Broker's Calls

Citi cuts Seatrium’s adjusted profit forecasts, lowers TP to $1.96 after new investigations into Operation Car Wash

DBS Group Research expects shares in Seatrium to react negatively to the news; sees near-term support at $1.58.

Broker's Calls

Analysts keep estimates after MPACT announces plans to divest Mapletree Anson

DBS and Citi have kept their "buy" calls with TPs of $1.75 and $1.72. Maybank has kept its "hold" call with a TP of $1.30.
Possible swap out of KDC REIT’s Guangdong data centre for 23% stake in Keppel’s Genting Lane data centre a win-win: DBS - THE EDGE SINGAPORE

Broker's Calls

Possible swap out of KDC REIT’s Guangdong data centre for 23% stake in Keppel’s Genting Lane data centre a win-win: DBS

The DBS analysts have kept their “buy” calls on Keppel and KDC REIT with target prices of $9 and $2.20 respectively.

Broker's Calls

Delfi to face some ‘bitterness’ ahead, analysts keep ‘hold’

DBS analysts have lowered their target price to 96 cents from $1.63 previously.

Offshore & Marine

O&M stocks fly the flag following multibillion-dollar contract wins

Singapore-listed O&M stocks surged this past week, driven by strong orders for Seatrium and Yangzijiang Shipbuilding.
 DBS maintains ‘hold’ on Elite UK REIT with lower TP of 25 pence after site visit - THE EDGE SINGAPORE

Broker's Calls

DBS maintains ‘hold’ on Elite UK REIT with lower TP of 25 pence after site visit

DBS maintains ‘hold’ call on Elite UK REIT with lower TP of 25 pence after site visit
Analysts keep ‘buy’ on Netlink NBN Trust despite FY2024 results' slight miss - THE EDGE SINGAPORE

Broker's Calls

Analysts keep ‘buy’ on Netlink NBN Trust despite FY2024 results' slight miss

Overall revenue is expected to be flattish in FY2025 followed by low single growth in FY2026 due to price revisions.
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