DBS Group Research

MINT’s healthy 1QFY2025 and conservative financial management style assures analysts - THE EDGE SINGAPORE

Broker's Calls

MINT’s healthy 1QFY2025 and conservative financial management style assures analysts

OCBC, DBS, CGSI have all kept their ‘buy’ and 'add' calls as well as their respective fair value and target prices unchanged.
Analysts keep ‘buy’ on CLAS, expect REIT’s France assets to benefit from Paris Olympics - THE EDGE SINGAPORE

Broker's Calls

Analysts keep ‘buy’ on CLAS, expect REIT’s France assets to benefit from Paris Olympics

DBS and OCBC lower target price and fair value on the upcoming reset in coupon rates.

Broker's Calls

Strength in Singapore's data centre colocation market has analysts positive on Keppel DC REIT

Citi and DBS both keep “buy” calls with target prices of $1.91 and $2.20 respectively.

Bonds and treasuries

Fed could embark on shorter, sharper recalibration cycle if needed, says DBS

The US Treasuries curve further steepened overnight, now putting between the two-year and 10-year spread to -14 bps.

Broker's Calls

Citi and DBS upbeat on Digital Core REIT as demand for data centres in key markets remains robust

Both houses have kept their “buy” calls, and note positives from DCREIT’s recent acquisitions in Frankfurt and Osaka.
Analysts weigh in on Singtel after restructuring of Intouch Holdings - THE EDGE SINGAPORE

Broker's Calls

Analysts weigh in on Singtel after restructuring of Intouch Holdings

All the analysts here have kept their "add" and "buy" calls.
Analysts positive on Yangzijiang Shipbuilding after new yard investment announcement - THE EDGE SINGAPORE

Broker's Calls

Analysts positive on Yangzijiang Shipbuilding after new yard investment announcement

CGS, Citi and DBS analysts have all kept their “buy” and “add” calls, and DBS raised its TP to $2.75.
Mapletree Logistics Trust’s manager guides for negative rental reversions ‘over the next few quarters’ - THE EDGE SINGAPORE

REITs

Mapletree Logistics Trust’s manager guides for negative rental reversions ‘over the next few quarters’

The manager of Mapletree Logistics Trust has guided for softer leasing activity in China, citing the “uncertain market outlook”.
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