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.
Investing ideas
Retail REITs could see DPU cut by up to 19% this year, says CGS-CIMB
SINGAPORE (Mar 31): Real estate investment trusts in the retail space could see a huge dent in their distribution per unit (DPU) for FY2020 as a result of Covid-19 and the, according to CGS-CIMB Re
Broker's Calls
Analysts slash earnings forecasts for ComfortDelGro as Covid-19 slams brakes on taxi business
SINGAPORE (Mar 31): ComfortDelGro’s share price has plunged some 37% amid a worsening Covid-19 pandemic. But the worst is far from over.
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
Genting Singapore forecasts slashed following negative profit guidance: CGS-CIMB
SINGAPORE (Mar 18): CGS-CIMB Research is slashing its forecasts for Genting Singapore (GENS), after the integrated resort and casino operator issued a profit guidance to warn that its financial res
Broker's Calls
With a 7.5% dividend yield and strong net cash position, Valuetronics is one to watch: CGS-CIMB
SINGAPORE (Mar 11): Integrated electronics manufacturing services provider Valuetronics has seen its share price tumble by some 25% since the Covid-19 outbreak.
Broker's Calls
Jardine Matheson downgraded to 'hold' as CGS-CIMB cuts earnings forecasts
SINGAPORE (Mar 10): CGS-CIMB Research has slashed its target price for Jardine Matheson Holdings (JMH) by 14.8% to US$52.53, and downgraded the counter to “hold”, from “add” previously.
Broker's Calls
Market sentiment on CapitaLand Mall Trust 'too pessimistic', says CGS-CIMB; upgrades to 'buy'
SINGAPORE (Mar 5): CapitaLand Mall Trust (CMT) has seen its share price slide on concern over the novel coronavirus (Covid-19) outbreak in Singapore.
Investing ideas
Analysts remain bullish on UOL Group despite FY19 earnings miss
SINGAPORE (Mar 4): Property developer UOL Group has no shortage of headwinds.
Broker's Calls
Sunningdale upgraded to 'hold' by CGS-CIMB despite expected coronavirus impact
SINGAPORE (Mar 4): CGS-CIMB Research is upgrading Sunningdale Tech to “hold”, from “reduce” previously, despite an expected negative impact on the precision plastic components manufacturer’s perfor
