UOB Kay Hian
‘A painful March’: UOBKH’s Alpha Picks underperform STI as Iran war triggers sell-offs
Brokerage adds NTT DC Reit and First Resources to its April list while removing ASL Marine and CSE Global
UOBKH raises Yangzijiang Shipbuilding target price to S$4.75 on Seaspan stake
It will acquire a 10% stake in Poseidon, the holding company of Seaspan, for US$825.7 million
UOBKH’s ‘Alpha Picks’ outperform STI in February; Keppel, Singtel added for March
Lendlease Global Reit, DFI Retail, ChinaSunsine and Reclaims Global are removed from the portfolio
UOB Kay Hian H2 earnings up 27% at S$140.1 million
The brokerage records top-line growth for the second half and full year
UOBKH says financial sector biggest winner from Budget, gives overall top picks
The brokerage sets the year-end STI target at 5,400 points
UOBKH names ‘alpha’ stocks with cheap valuations, strong catalysts in STI-beating portfolio
New entrants include China Aviation Oil and PropNex
UOBKH forecasts STI to hit 5,400 by end-2026; bets on EQDP boost, banking giants
The call follows a strong performance in 2025, during which the STI rose 22.7%
Singapore’s small and mid-caps: Investors hunt for ‘hidden gems’ as analysts eye privatisation candidates, structural plays
Picks may lie beyond the iEdge Singapore Next 50 Index
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
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
