Brokers' Take

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%

OCBC Group Research and CGS International have lowered distribution per unit forecasts for Mapletree Logistics Trust.
BROKERS’ TAKE

Analysts still positive on Mapletree Logistics Trust despite forex, rental headwinds

OCBC upgrades MLT to ‘buy’ but cuts fair value estimate; CGSI trims target price but maintains ‘add’ call

Sheng Siong has already secured three new outlets for the 2026 financial year, says RHB analyst Alfie Yeo.
BROKERS’ TAKE

DBS, RHB raise Sheng Siong target prices on expansion runway, CGSI holds steady

Its diversified supply base mitigates the risk of major disruptions from the Middle East conflict, says RHB

Growth in DBS’ wealth business may support earnings, analysts say.
BROKERS’ TAKE

Analysts upgrade DBS, lift target price on improved forecasts, wealth franchise growth

Increased inflows into Singapore from a flight to safety and the strong Singapore dollar may benefit bank, says OCBC Group Research

DBS says it remains broadly negative on the airline sector, as margins are likely to remain under pressure through 2027 given the magnitude and persistence of the fuel shock.
BROKERS’ TAKE

Market ‘underestimating’ fuel impact on aviation sector: DBS

The brokerage provides its pecking order for Singapore aviation stocks

Aztech Global was among tech stocks that staged a rally last week on the back of a stronger-than-expected 15.3 per cent surge in Singapore’s key exports.
BROKERS’ TAKE

Aztech shares jump over 17%; CGSI upgrades stock to ‘add’, lifts target 46.2% despite earnings miss

An expected earnings recovery and potential EQDP-driven rally may benefit stock, says analyst

Tengah Garden Residences, an 863-unit development by Hong Leong Holdings, GuocoLand and CSC Land Group,  moved roughly 99% of its total inventory over its launch weekend.

Citi names top developer picks as mass-market property launches in Singapore see solid take-up

Strong sales momentum in primary residential market ‘bodes well’ for CDL and UOL, says brokerage

DBS and CGSI are maintaining their "buy" ratings on DFI on its underlying profits exceeding expectations due to lower financing costs and growth across its businesses.
BROKER’S TAKE

DFI beats Q1 estimates, but analysts warn of moderating growth

Growth in all its businesses keeps the retail chain on track to attaining analysts’ FY2026 profit estimates