JP Morgan

China Focus

JPMorgan says HK property market has pool of undervalued assets

The city's cash-rich property tycoons may take advantage of the cheap valuations to buy assets
5G enterprise services to present revenue opportunities to Asean telcos  - THE EDGE SINGAPORE

News

5G enterprise services to present revenue opportunities to Asean telcos

5G opportunities include project-based revenues, leasing revenues, subscription revenues, and usage-based revenues: JP Morgan

Banking & finance

Deutsche Bank to pay US$75 million to settle Epstein suit

Both Deutsche Bank and JP Morgan were accused by the victims or ignoring red flags in order to profit from Epstein’s business.
JP Morgan see downside to OCBC's results following 'soft' results from Great Eastern - THE EDGE SINGAPORE

Broker's Calls

JP Morgan sees downside to OCBC's results following 'soft' results from Great Eastern

OCBC will be reporting its 1QFY2023 results on May 10.

Banking & finance

Run on banks; banking on a run

If STI goes positive by the year-end, our three local banks, accounting for 40% of the index benchmark, will certainly weigh in

Investing ideas

Emboldened Keppel hikes AUM target to $200 bil

According to Bloomberg’s compilation of sell-side calls, eight of the analysts tracked have either a “buy” or equivalent call.
The pivot in MAS’s policy came as no surprise to most analysts - THE EDGE SINGAPORE

Singapore economy

The pivot in MAS’s policy came as no surprise to most analysts

Some of the analysts have kept their 2023 GDP estimates while others have lowered their full-year expectations.

Broker's Calls

Late cycle dynamics limit upside, JP Morgan stays 'neutral' on DBS

Among Singaporean banks, JP Morgan continues to prefer OCBC and UOB.
Singapore faces uneven recovery in 2023 with impact of China’s reopening still uncertain *updated* - THE EDGE SINGAPORE

Singapore economy

Singapore faces uneven recovery in 2023 with impact of China’s reopening still uncertain

Singapore saw significant sectoral variation in its 4Q2022 GDP performance, and further divergence could lie ahead.
Analysts continue to like local banks but warn of slower growth - THE EDGE SINGAPORE

Banking & finance

Analysts continue to like local banks but warn of slower growth

JP Morgan thinks Singapore bank share prices will fall later in 2023 owing to rising non-performing loans.
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