Brokers' Take

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

Keppel Reit is expected to benefit from the tightening Singapore office market.
BROKERS’ TAKE

‘Steepest discount’: Analysts bullish on office picks after S-Reits’ best run since 2019

Office S-Reits are undervalued, trading at the steepest discount to book value among this asset class

ThaiBev has potential for margin expansion and "value unlock corporate activities" at its subsidiary F&N, says DBS.
BROKERS’ TAKE

Supermarkets, health-and-beauty retailers set to perform in 2026, DBS says, naming top picks

Aletheia Capital downgrades ThaiBev due to Thailand’s alcohol restrictions

The STI hit an all-time high on Tuesday, positioning it for a ninth straight month of gains.
BROKERS’ TAKE

Revitalised IPO market, policy tailwinds could drive STI past 5,000 by end-2026: analysts

Regional stocks also up, with Japan’s Nikkei index closing at all-time high of 52,518.08 points