Brokers' Take

BROKERS’ TAKE

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

The company’s shares are recovering after plunging in the wake of its lead independent director’s resignation

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

Brokerages, including UOBKH and RHB, are moving to upgrade battered plantation stocks across the board

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

The recommendations go beyond the standard sportswear and beer bumps to feature less-obvious winners

The firm’s “earnings framework has evolved from a purely asset-heavy accommodation operator into a diversified platform with multiple income streams”, say DBS analysts.
BROKERS’ TAKE

DBS initiates coverage on Centurion Corp with ‘buy’ call on strong bed growth visibility

The brokerage initiates with a target price of S$1.86 per share

Both brokerages' mutual favourite CapitaLand Integrated Commercial Trust is fully acquiring Paragon for about $3.9 billion.
BROKERS’ TAKE

S-Reits ‘positioned for recovery’ as yield spreads widen: analysts

The sector offers a yield spread of about 3.8%-4% over 10-year Singapore government bonds, say DBS and UOBKH

UOBKH's Alpha Picks portfolio outpaces the STI in May, returning 3.3% on a price-weighted basis, compared to the index's 2.5% gain.
BROKERS’ TAKE

DBS Research and UOBKH eye Singtel, Venture as top picks for June

Singtel’s 18% drop from a March peak is an ‘opportunity to add’, while Venture’s revenue may be boosted by AI

The banks' stronger non-interest income more than offset the pressure on net interest income caused by lower benchmark rates, says RHB.
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’