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.

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.

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.
Is the semiconductor cycle turning? - THE EDGE SINGAPORE

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?

Investing ideas

Morningstar stays bullish on Netease, Alibaba

Is the worst over for Chinese tech giants? Find out from equity research firm Morningstar.
Is the Chinese internet sector oversold? Some analysts seem to think so - THE EDGE SINGAPORE

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.
Analysts mostly positive on ESR-REIT with TP estimate of at least 42 cents - THE EDGE SINGAPORE

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.
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