BRC Asia

Broker's Calls

CGS-CIMB keeps 'add' rating on BRC Asia, lowers TP to $2.20

The analysts expect a “meaningful rebound” in the company’s 2HFY2023 profitability on a strong industry order book.

Results

BRC Asia 1HFY2023 earnings down 34% y-o-y on lower sales and margin

'BRC remains an integral part of Singapore's construction sector,' says CEO Seah Kiin Peng

Broker's Calls

UOB Kay Hian downgrades BRC Asia to 'hold' following 'weak' 1QFY2023 results from ongoing headwinds

Analysts Llelleythan Tan and John Cheong also slashed their target price estimate to $1.66 from $2.42.

Broker's Calls

CGS-CIMB lowers BRC Asia's EPS estimates and TP after bracing for slower offtake

CGS-CIMB Research has kept its 'add' call while lowering its TP to $2.40 from $2.50 previously.

Results

BRC Asia reports $11.7 mil in profit after tax for 1QFY2023

The group’s sales orderbook stood at around $1.4 billion as at end-December with the duration of projects ranging up to five years

Results

BRC Asia reports record earnings of $90.2 million for FY2022, 12 cents worth of dividends heading shareholders' way

As at Sep 30, the company has built an order book of $1.4 billion

Broker's Calls

CGS-CIMB ‘overweight’ on building materials sector with BRC Asia as top pick

Apart from improving labour, the analysts note that construction output recovered well in July.
Analysts are mixed on BRC despite 'excellent' 3QFY2022 results - THE EDGE SINGAPORE

Broker's Calls

Analysts are mixed on BRC despite 'excellent' 3QFY2022 results

UOBKH lowers its target price from $2.15 to $2, pointing at compressed margins for BRC Asia.
Phillip Securities keeps BRC Asia at 'buy' on recovery of construction demand - THE EDGE SINGAPORE

Broker's Calls

PhillipCapital keeps BRC Asia at 'buy' on recovery of construction demand

BRC Asia’a order book from construction is up slightly to $1.135 billion for 3QFY2022 from $1 billion

Broker's Calls

UOB Kay Hian adds Sembcorp Industries and BRC Asia to its alpha picks portfolio, removes Keppel Corp and MM2

The team’s portfolio outperformed the STI in July, increasing by 5.4% on a market cap weighted basis.
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