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DBS Group Research
Singapore economy
One-year-ahead headline inflation expectations elevated to 4.6% in March: DBS, SMU
For the longer horizon, the five-year-ahead CPIEx inflation expectations elevated to 5.2% in March from 4.2% in the December 2022.
April 18, 2023
Broker's Calls
DBS reinstates coverage on Keppel Corp, the 'undervalued gem'
Ho believes Keppel Corp's P/B valuation relative to CLI should improve
April 17, 2023
Broker's Calls
Brokers' Digest: ESR-LOGOS REIT, SIA Engineering Company, Singtel, ThaiBev, Bumitama Agri
Here's what the analysts have to say this week.
April 15, 2023
Broker's Calls
Consolidation of Strides Taxi and Premier have no major implications to ComfortDelGro: analysts
DBS has kept 'buy' on CDG with a target price of $1.66.
April 14, 2023
Singapore economy
RHB expects MAS to increase slope of the S$NEER path to 2.0% at upcoming April meeting
DBS, on the other hand, sees MAS’s current policy as tight enough and that it is likely to pause tightening.
April 13, 2023
Broker's Calls
Hospitality S-REITs entering 'multi-year upcycle' with 'travelanche' of Chinese travellers: DBS
DPUs will recover to 106% of levels in FY2024, which will more than compensate for higher interest rate risks, say DBS's analysts.
April 13, 2023
Broker's Calls
'Buy' data centre S-REITs while they are under pressure from distressed tenant: DBS
Among three S-REITs facing pressure, Keppel DC REIT’s “diversified exposure” offers “longer-term growth”, says DBS Group Research.
April 11, 2023
Broker's Calls
Have S-REITs reached a bottom in March? DBS optimistic on retail, industrial names
Most bad press have been focused on US-focused names, where a deteriorating economic outlook places uncertainty on dividends.
April 06, 2023
Broker's Calls
DBS sees 8.5% DPU downside risk in 'worst case scenario' for Myer arbitration notice
Myer's arbitration claim "remains a puzzle" to the team at DBS.
April 05, 2023
Broker's Calls
'Rewards for the brave' who dare to bet on US office S-REITs now: DBS
“We believe that at 0.5x P/B, it is close to the bottom and awaiting a catalyst.”
March 31, 2023