UOB Kay Hian

BROKERS’ TAKE

UOBKH says buy these 5 blue-chip Reits, predicts S-Reits poised for upturn

Brokerage also favours Lendlease, CLAR and CLAS, citing safe haven liquidity inflow into Singapore, lower cost of debt

Launched in September, the iEdge Singapore Next 50 Index tracks the 50 largest listcos after those in the Straits Times Index.

Newly launched iEdge Singapore Next 50 Index posts 18% return in H2 to date

Average daily turnover for these stocks hits S$165 million in the year to Nov 4

The October strategy anticipates rotations into non-technology stocks, potentially catalysed by proposals for China’s 15th five-year plan due later this month.
BROKERS’ TAKE

UOBKH’s conviction calls eye rotation to non-tech in China, bets on laggards in Malaysia

The brokerage advises investors to bank profits on Chinese tech giants and pivot to undervalued plays as markets consolidate

Commission and trading income increased by 24.5 per cent from S$166 million to S$206.7 million for UOB-Kay Hian, mainly due to higher market volumes across regional and the United States markets.

UOB-Kay Hian posts 12.9% lower net profit for H1

Earnings per share for the half-year fell to S$0.106, from S$0.1264 in the year-ago period

CSE Global is one of the three additions to UOB Kay Hian's portfolio of alpha picks from Singapore.
BROKERS’ TAKE

UOBKH portfolio of alpha picks beats STI in July; new top choices for Singapore, Malaysia named

Performance last month is driven by jumps in iFast, Frencken Group and China Sunsine Chemical; no underperformers

From left: Professor Jun Yang. dean of Nanyang Business School at NTU; Professor Ang Wee Han. associate provost of multidisciplinary and interdisciplinary masters’ programmes at NUS; Dean Tong, head of group human resources at UOB; Minister of State for Trade and Industry Alvin Tan; Carolyn Neo, CEO of IBF; and Associate Professor Allan Chia, deputy provost at SUSS.

Financial sector taps polytechnic talent with new pathways, 300 roles in pipeline

The schemes give employers longer runways to identify potential hires, and reflect growing interest in moving beyond graduate-only hiring models in the sector

The green loan was jointly provided by UOB, Bank of China’s Singapore branch and OCBC under GuocoLand’s green finance framework.

GuocoLand secures S$619.3 million green loan for River Valley Green development

This project adds to the company’s expanding pipeline of green-certified developments

The Hang Seng Index rebounds 5.3%  month on month in May, following the 90-day tariff war truce that China and US reached.

Prudential, Sino Biopharm among top stock picks for Hong Kong, Indonesia, Malaysia: UOBKH

The brokerage focuses on domestic catalysts and high-growth opportunities across the three markets

CDL's divestment of its majority stake in South Beach will yield disposal gains of S$465 million.
BROKERS’ TAKE

CDL’s high debt and interest costs continue to weigh on stock despite South Beach sale

Gearing aside, the developer’s other financial ratios offer upsides, says analyst