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valuations
Property
Hong Kong's property shadow leaves Singapore developers ahead
SINGAPORE/HONG KONG (Aug 14): Hong Kong’s property stocks are cheaper than Singapore’s, although not cheap enough to account for the risk that the world’s least affordable city could have a housing crash.
August 14, 2017
Global Economy
Expect modest rally in Asian equities over the next 12 months: Deutsche
SINGAPORE (July 17): Deutsche Bank Wealth Management sees a modest rally in Asian equities over the next 12 months, on expectations of a supportive regional economic landscape and regional valuations.
July 17, 2017
Broker's Calls
Divestment bodes well for Mapletree Logistics Trust, but positives likely priced in: OCBC
SINGAPORE (July 11): OCBC continues to rate Mapletree Logistics Trust at “hold”, raising its fair value estimate on the counter to $1.15 from $1.14 given its stronger balance sheet and improved outlook of Singapore's REIT sector.
July 11, 2017
Broker's Calls
Strong fundamentals keep SATS grounded in robust long-term outlook
SINGAPORE (May 22): UOB Kay Hian is keeping SATS at “hold” with a higher target price of $5.05 from $4.60 previously after the airline gateway services and food solutions provider reported $67 million in earnings for the fourth quarter ended March 31.
May 22, 2017
The path for US equities will be uneven, driven by data & policy: Barclays
SINGAPORE (March 22): Barclays Capital is forecasting Standard & Poor’s (S&P) 500 earnings per share (EPS) to hit US$129 ($181) this year, assuming that a 5% sales growth combined with modest margin expansion and continued repurchases will lead to 8% EP
March 22, 2017
Broker's Calls
Battle of the property plays in a risk-averse environment
SINGAPORE (Dec 6): Maybank Kim Eng is maintaining a “neutral” stance on Singapore’s property sector while positioning defensively at the lower end of the risk spectrum, expressing a preference for exposure to stable platforms over trading portfolios
December 06, 2016
Broker's Calls
This consumer stock should remain steady in the face of stronger competition
SINGAPORE (Nov 30): OCBC Investment Research has declared Sheng Siong Group (SSG) as its latest and sole preferred “buy” pick at an estimated fair value of $1.15, while maintaining its “neutral” stance on Singapore’s consumer sector.
November 30, 2016
Broker's Calls
‘Tis the season to ride the M&A wave
SINGAPORE (Nov 9): Following the recent spate of privatisation, UOB Kay Hian is casting the spotlight on the merger and acquisition (M&A) investment theme.
November 09, 2016
Broker's Calls
Delfi now a more delectable option to OCBC
SINGAPORE (Sept 22): OCBC Investment Research has upgraded its previous “sell” call on cocoa manufacturer and distributor Delfi to “hold” with an unchanged fair value estimate of $2.34.
September 22, 2016
Investors continue to love Asian markets, but not equally
SINGAPORE (Aug 26): Asian equities and mutual funds continue to enjoy immense popularity among investors around the world, as seen from the latest foreign institutional investor (FII) flow figures reported by HSBC Global Research, which measure net flows
August 26, 2016