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OCBC Investment Research (OIC)
Broker's Calls
Analysts pleased by Wilmar’s FY2023 results, but wary of the year ahead
Despite beating analysts' expectations for FY2023, Wilmar faces an uncertain year ahead.
February 26, 2024
Broker's Calls
Analysts cheer MINT’s strong Singapore rental reversion despite US occupancy weakness
Vacancy in US data centres and further non renewals along with absence of divestment gains may negatively impact distributions.
January 30, 2024
Broker's Calls
CICT garners mixed results from analysts following 3QFY2023 update; RHB upgrades to ‘buy’
CapitaLand Integrate Commercial Trust has garnered mixed results from analysts following its Q3FY2023 update.
October 27, 2023
Broker's Calls
'Bumpy take-off' for China Aviation Oil has OCBC Investment Research lowering TP to $1.10
However, OCBC “awaits a more meaningful outbound travel recovery” with CAO’s big presence in China and market leader status.
August 14, 2023
Broker's Calls
Lower DPU but positive rental reversions for Mapletree Industrial Trust leave analysts mixed
The trust’s DPU dipped 2.9% y-o-y but rose 1.8% q-o-q to 3.39 cents for the 1QFY2024.
July 31, 2023
Broker's Calls
SIA's share price soars above pre-pandemic levels, OCBC increases target price to $7.94
SIA’s first mover advantage while the aviation industry emerged from the pandemic has resulted in record revenue performance
June 15, 2023
Broker's Calls
Analysts mixed on Frasers Centrepoint Trust after 1HFY2023 results
OCBC, UOBKH and DBS maintain “buy”, but RHB stays “neutral” on the REIT.
April 28, 2023
Broker's Calls
Analysts keep 'buy' on Mapletree Industrial Trust with lower TP on higher rates assumptions
Given the rise in global interest rates, the analysts are keenly watching the REIT’s refinancing efforts.
October 28, 2022
Broker's Calls
Analysts keep 'hold' on SPH REIT as retail leasing sentiment improves
Paragon is expected to anchor SPH REIT’s status as a reopening play.
October 11, 2022