HSBC Global Research

Energy

Sembcorp, Seatrium win on energy transition cooperation

Sembcorp Industries and Seatrium are among a handful of stocks that will benefit from the JS-SEZ, according to DBS Group Research.

Broker's Calls

HSBC upgrades LVMH, Hermès to ‘buy’, but sceptical of 2025 turnaround for Swatch, Kering

While there was no growth for the global luxury sector in 2024, HSBC Global Research says it is “time to be positive” on global luxury names, as organic growth looks set to surge in 2H2025.

Broker's Calls

‘Concerns overblown’ over Grab’s ‘muted’ 2QFY2024 results; analysts eye positive free cash flow promise

“Given the pullback in shares, we believe now is an attractive entry point with 47% upside,” says Morningstar.

Broker's Calls

ThaiBev’s share swap transaction could reduce conglomerate discount, analysts keep ‘buy’

The corporate action could act as a catalyst to the stock price, the analysts say.

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.
S-REITs in ‘better shape’ than two years ago; CICT, MLT top picks: HSBC - THE EDGE SINGAPORE

Broker's Calls

S-REITs ‘in better shape’ than two years ago; CICT, MLT top picks: HSBC

HSBC favours stocks with embedded growth, like CICT; and REITs that have priced in most of the negative news, like MLT.
Pick up the ‘buy’ calls on Singtel despite impairment news - THE EDGE SINGAPORE

Broker's Calls

Pick up the ‘buy’ calls on Singtel despite impairment news

The analysts' target prices range from $2.90 to $3.15.

Investing ideas

Is Seatrium’s $1 bil ebitda target ‘ambitious’ or ‘conservative’?

Analysts are staying positive on Seatrium after the group revealed more details at its inaugural investor day.
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