Brokers' Take

BROKERS’ TAKE

DBS initiates ‘buy’ call on Coliwoo Holdings amid growing Singapore co-living market

One key risk lies in its significant capital outlay for renovation and maintenance works being irrecoverable, say analysts

Long-duration assets are expected to exhibit “significantly higher price volatility” than the rest of the curve throughout 2026.
BROKERS’ TAKE

Smart yield hunting: CGSI says buy SGD, AUD-issued bonds, 5-10 year investment-grade debt

Analyst recommends investment-grade bonds with mid-term maturity rates

Analysts expect the construction sector to outperform on a construction upcycle supported by post-pandemic project catch-up and infrastructure investments.
BROKERS’ TAKE

CGSI initiates coverage on Centurion Accomodation Reit with ‘add’, S$1.38 target price

RHB upgrades Centurion Corporation’s target price to S$1.88 from S$1.86

LNG prices should be cut by nearly half to around US$7 per million British thermal units by 2027, says Morgan Stanley.
BROKERS’ TAKE

These Singapore winners can benefit from AI boom, power crunch: Morgan Stanley

A ‘glut’ of new LNG supply from the US and Qatar is set to hit Asian markets

Despite muted forecasts, DBS continues to offer an “attractive” yield of around 5.6% for FY2026, says CGSI analyst Tay Wee Kuang.
BROKERS’ TAKE

CGSI downgrades DBS to ‘hold’ on ‘muted’ Q4 performance forecast; S$60.50 target price unchanged

FY2026 could post a larger-than-expected drop in earnings due to downside risks, says CGSI

A 62-room  serviced accommodation, the Coliwoo Bukit Timah Fire Station, is part of the group's portfolio.
BROKERS’ TAKE

RHB initiates ‘buy’ on Coliwoo amid rising expat, foreign student demand

The bank assigns it a target price of S$0.82, a 41% upside from its latest closing price of S$0.58 on Wednesday

Soon Hock's en bloc purchase at Shaw Road (above) has helped it maintain its strong market position.
BROKERS’ TAKE

Maybank initiates ‘buy’ coverage on Soon Hock with S$0.75 target

The real estate player’s profit is expected to surge, given its project pipeline

The Reit’s largest tenant is a “technology powerhouse”, widely believed to be Tesla.
BROKERS’ TAKE

UOBKH initiates coverage on NTT DC Reit with ‘buy’, forecasts 41% upside

The analyst points out that the Reit has enjoyed a ‘steady rise’ in portfolio occupancy

Analysts are confident after a strong start to 2026, despite geopolitical uncertainties.
BROKERS’ TAKE

Strong January lifts odds of another record year for STI, further upside ahead: OCBC

It is often a ‘good period’ for investors to reposition their portfolios

DBS’ quarterly dividend per share is expected to go up by S$0.06 to S$0.66 from Q4 FY2025.
BROKERS’ TAKE

UOBKH rates top pick DBS a ‘buy’ on 5.6% yield

It also upgrades the overall banking sector to ‘overweight’ and keeps its ‘buy’ call for OCBC