Brokers' Take

BROKERS’ TAKE

RHB upgrades Singapore banks on wealth momentum, resilient fee income; names its top picks

The brokerage expects sector net profit to grow 6% in 2026

The transport player’s net profit fell 16.1 per cent to S$40.5 million in the first quarter ended Mar 31, amid challenges in the taxi and private-hire vehicle business.
BROKER’S TAKE

UOBKH downgrades ComfortDelGro to ‘hold’ as Q1 earnings disappoint

Brokerage slashes target price for the land transport operator by 15% to S$1.54

Some analysts are concerned that SIA's core earnings are flattening.
BROKERS’ TAKE

SIA flying into turbulence from fuel costs, Air India losses, but dividends offer upside

Citi maintains a ‘sell’, while DBS Group Research and CGS International maintain ‘hold’

RHB Group Research analysts are overweight on the technology sector, as it is riding the AI, data centre, and semiconductor growth trend.
BROKER’S TAKE

From Tai Sin Electric to Toku: Industrials, tech stocks rule in RHB’s refreshed list of small-cap ‘jewels’

Those listed have compelling valuations, strong balance sheets and growth potential, say analysts

Despite introducing new attractions at Resorts World Sentosa – which it owns and operates – the group posted a Q1 performance that was notably below market expectations.
BROKERS’ TAKE

Genting Singapore: Analysts lower targets, downgrade ratings as Q1 profit misses expectations

DBS Group Research suggests a ‘comprehensive rethink’ of the company’s operational strategy

Established in June 2025, Jump+ is Thailand's initiative to revive its stock market by helping companies improve their strategy, governance and emissions management.
BROKER’S TAKE

Market reforms in Asean could open up stock-picking opportunities: JPMorgan

Some Malaysian banks, a Thai energy firm are among analysts’ picks

The traditional "sell in May" narrative, which historically has only a 27% chance of yielding positive returns for the STI, is effectively a coin toss this year, says DBS.
BROKERS’ TAKE

DBS bets on AI, value stocks with STI set for choppy recovery

Forecast hinges on a base-case scenario where US-Iran talks yield a deal in Q2 and Strait of Hormuz opens by June

Analysts believe UOB is in a strong capital position, with its Common Equity Tier 1 – a measure of a bank’s core regulatory capital – at 15.2%.
BROKERS’ TAKE

Iran uncertainty, credit costs in focus for UOB as analysts stay cautious with ‘hold’ ratings

This comes even after the lender’s Q1 profit beat consensus estimates by around 3%