Brokers' Take

S-Reits poised for rerating despite hawkish Fed backdrop: DBS

A central pillar of DBS’ bullish thesis is UOBKH’s deliberate expansion beyond traditional equities brokerage to scale its wealth management services.
BROKERS’ TAKE

DBS initiates UOB Kay Hian coverage with ‘buy’, S$4.80 target price

Meaningful earnings contributions from food solutions are expected from FY2027, say analysts.
BROKERS’ TAKE

Analysts up Sats target prices on cargo recovery, strategic growth

Citi has cut Sembcorp’s reported profit forecast between 2026 and 2028 by 10% to 14%, citing weaker prospects across several business segments.
HOT STOCK

Sembcorp shares fall to four-month low; Citi cuts profit forecasts

About 60% of IPOs launched on SGX over the past year are currently trading below their opening prices.
BROKERS’ TAKE

Maybank trims 2026 STI target to 5,500, says weak IPO debuts could dampen market

After the clampdown, analysts from Citic Securities estimated that it could affect as much as HK$250 billion of assets in Hong Kong.

China’s capital crackdown: Why Hong Kong will keep its edge among Asian markets

DBS has turned more bullish on CDG’s capacity for shareholder-friendly actions, raising its projected dividend payout ratio to 85% from 80%.
BROKERS’ TAKE

DBS raises ComfortDelGro to ‘hold’, lifts target price to S$1.30

A clash between CSE Global board chairman Eugene Lai (left) and Tan Chian Khong led to Tan’s resignation as the company's lead independent director.
BROKERS’ TAKE

CSE Global’s share slide over boardroom clash overblown: analysts

The onset of El Nino is also seen as a tailwind, as average crude palm oil prices have historically surged during the weather event.
BROKERS’ TAKE

Palm oil stocks set to surge as Indonesia said to be scaling back export overhaul: analysts

During World Cup years, the Straits Times Index has historically outperformed US and global equities.
BROKERS’ TAKE

AI predictions, consumer plays: Analysts offer SGX playbook for World Cup 2026