broker's report

Investing ideas

Analysts stay positive on incumbent telcos even as TPG rolls out commercial launch

SINGAPORE (Apr 1): TPG Telecom on March 31 rolled out its long-awaited commercial launch, unveiling a SIM-only plan at $10 a month for 50GB of data.

Broker's Calls

TalkMed talks the talk, but can it walk the walk?

SINGAPORE (Apr 1): RHB is keeping its “buy” recommendation on TalkMed with a lowered target price of 53 cents from 62 cents previously.

Broker's Calls

Wilmar offers margin of safety amid rough seas: DBS

SINGAPORE (Mar 30): DBS Group Research has a “buy” recommendation on Wilmar with a lowered target price of $4.00 from $4.60 previously.

Brexit

Analysts remain optimistic that Manulife US REIT can weather the Covid-19 crisis

SINGAPORE (Mar 25): Even as the Covid-19 outbreak threatens to wreak havoc on the US economy, analysts are optimistic that Manulife US Real Estate Investment Trust (MUST) will be able to weather th

Broker's Calls

DBS loses appetite for Jumbo amid Covid-19 restrictions

SINGAPORE (Mar 25): DBS is downgrading its recommendation on Jumbo to “hold” from “buy” previously with a lowered target price of 18 cents from 38 cents previously.

Broker's Calls

Bumitama Agri, Golden Agri downgraded on weaker CPO prices: RHB

SINGAPORE (Mar 24): RHB Group Research is downgrading its ratings for plantation players Golden Agri-Resources (GAR) and Bumitama Agri (BAL) on the back of lower crude palm oil (CPO) price assumpti

Broker's Calls

Will NetLink Trust keep its connection strong amid the Covid-19 outbreak?

SINGAPORE (Mar 23): DBS Group Research is maintaining its “buy” call on Netlink NBN Trust with a lowered target price of 95 cents from $1.05 previously.

Broker's Calls

CGS-CIMB keeps 'buy' for AEM following unchanged sales guidance, business contingency measures

SINGAPORE (March 23): CGS-CIMB Research is confident of AEM Holdings’ prospects despite the disruption in the latter’s operations as a result of the outbreak of the novel coronavirus (Covid-19).

Broker's Calls

Downside risks for US office SREITs limited in near-term despite Coivd-19 outbreak

SINGAPORE (Mar 20): DBS Group Research has “buy” calls on all three US office Singapore REITs.

Broker's Calls

SATS earnings forecasts slashed, DPS projection trimmed as travel restrictions curb demand: DBS

SINGAPORE (Mar 19): DBS Group Research is slashing its earnings forecasts for airline gateway services and food solutions provider SATS, as new travel restrictions across the globe threaten to chok

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