DBS Group Research

Singapore economy

MAS likely to keep policy parameters unchanged in upcoming October meeting: analysts

The MAS is slated to hold its monetary policy meeting on Oct 13.

Investing strategies

A reason to smile in Thailand following end of political unrest

Growing consumption and tourism along with a rebound in export and investment is expected to boost earnings.

Investing ideas

STI's 'sideways volatility' to stay but earnings growth and turnaround plays exist

DBS advocates positioning into selected stocks that can buck the trend through good earnings visibility

Broker's Calls

DBS ups Singtel’s TP to $3.39 led by Singapore segment and Bharti Airtel

A potential catalyst in DBS's view is the consolidation of the mobile sector in Singapore and special dividends from the group.

Broker's Calls

S-REITs not yet in vogue, DBS continues to favour industrial and retail subsectors

The analysts remain cautious on the office subsector, preferring office S-REITs with a retail component.
DBS raises Sea’s TP  to US$78 on Indonesia’s social commerce ban - THE EDGE SINGAPORE

Broker's Calls

DBS raises Sea’s TP to US$78 on Indonesia’s social commerce ban

Any disruptions that TikTok sellers experience during the transition would likely be beneficial to Shopee.
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