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Morningstar Equity Research
Offshore & Marine
O&M stocks fly the flag following multibillion-dollar contract wins
Singapore-listed O&M stocks surged this past week, driven by strong orders for Seatrium and Yangzijiang Shipbuilding.
May 30, 2024
Broker's Calls
Analysts keep 'buy' on Sea after 1QFY2024 revenue and ebitda beat consensus estimates
Sea reported a significant narrowing of losses for Shopee, and management guides for 2H growth.
May 16, 2024
Broker's Calls
Nvidia’s new AI superchips 'Blackwell' has DBS and Morningstar analysts raising TPs
DBS has a new price of US$1,006.40, while Morningstar has a new fair value estimate of US$910.
March 19, 2024
Tech
Is the semiconductor cycle turning?
"He who controls the spice, controls the universe." Are semiconductors the new "spice" of our world, and what are its prospects?
April 13, 2022
Investing ideas
Morningstar stays bullish on Netease, Alibaba
Is the worst over for Chinese tech giants? Find out from equity research firm Morningstar.
March 10, 2022
China Focus
Is the Chinese internet sector oversold? Some analysts seem to think so
UOB Kay Hian has kept "market weight" on the sector albeit with lower target prices on the companies under its coverage.
July 29, 2021
Broker's Calls
Analysts mostly positive on ESR-REIT with TP estimate of at least 42 cents
Most analysts kept "buy" on the REIT except Daiwa, which kept its "hold" call.
July 28, 2021