DBS Group Research

China's relaxing of borders will be 'much-needed boost' for retail sector in 2023: DBS - THE EDGE SINGAPORE

Broker's Calls

China's relaxing of borders will be 'much-needed boost' for retail sector in 2023: DBS

The analysts at DBS have identified FCT, LREIT and CLCT as their top retail picks.

Broker's Calls

Resilience and recovery the theme for top ten 2023 regional equity picks: DBS

DBS' top 10 regional picks for 2023 includes Singapore Airlines, CapitaLand China Trust, SEA Limited and ThaiBev.

Broker's Calls

DBS positive on ST Engineering’s growth prospects despite interest rate and recession risks

The analysts think that the negatives for ST Engineering are priced in already, and the stock is "attractive"
Local telcos to enjoy more growth in 2023; Simba likely to be acquired: DBS - THE EDGE SINGAPORE

Broker's Calls

Local telcos to enjoy more growth in 2023; Simba likely to be acquired: DBS

Analyst Sachin Mittal says recovery in roaming and prepaid revenue is expected to lead to an over 6% y-o-y rise in 2023.
Analysts mixed on Frencken’s outlook following 3QFY2022 earnings miss - THE EDGE SINGAPORE

Broker's Calls

Analysts mixed on Frencken’s outlook following 3QFY2022 earnings miss

CGS-CIMB downgraded its call to “reduce” from “add” with lower TP of 95 cents while DBS maintained “hold” with higher TP of $1.05.

Broker's Calls

DBS prefers Sea over Grab in its Asean internet coverage

In the near term, DBS expects Sea’s share price to rise towards US$75 before marching towards its 12-month target of US$100.

Broker's Calls

DBS cuts overall DPU estimates and target prices for S-REITs on slower growth momentum

The DBS analysts have lowered their DPU estimates on the S-REIT sector by 7% and TPs by 11% based on their revised estimates.

Broker's Calls

DBS maintains 'buy' on Digital Core REIT on further DPU accretion

DBS analysts say the REIT’s upsized debt-funded acquisition or share buyback will generate further DPU accretion.
DBS downgrades EC World REIT to 'fully valued' after divestments face potential delay - THE EDGE SINGAPORE

Broker's Calls

DBS downgrades EC World REIT to 'fully valued' after divestments face potential delay

The analysts have also lowered their target price to 40 cents from 55 cents following the announcement.

Broker's Calls

DBS re-initiates 'buy' on ThaiBev, calling it one of the 'most valuable' large-cap Asean F&B counters

“We project [ThaiBev’s] upcoming 2HFY2022/FY2022 net profit to show [around] 4%/9% y-o-y growth," says DBS's Andy Sim.
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