UOB Kay Hian
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
Revitalised IPO market, policy tailwinds could drive STI past 5,000 by end-2026: analysts
Regional stocks also up, with Japan’s Nikkei index closing at all-time high of 52,518.08 points
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
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
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
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
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
