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CGS-CIMB Research
Broker's Calls
Sea could see further margin improvement, CGS-CIMB keeps 'add'
The analysts have lifted Sea’s FY2023-FY2024 EPS by 1.3%-25.6% on higher e-commerce margin assumptions.
May 12, 2023
Broker's Calls
Paragon REIT’s reversions could be negative to flat in FY2023; CGS-CIMB maintains 'hold'
The analysts believe that the REIT’s DPU downside is likely limited.
May 11, 2023
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.
May 11, 2023
Broker's Calls
Grab to report another ebitda beat versus consensus in 1QFY2023, CGS-CIMB maintains 'add'
With easing competition, the analysts believe that Grab would be able to further scale back on its incentive levels.
May 09, 2023
Broker's Calls
Analysts see minimal impact to DBS from additional capital requirement
CGS-CIMB analysts have lowered their target price and estimates as they see DBS's NIMs as likely to have peaked in 1QFY2023.
May 08, 2023
Broker's Calls
Frasers Logistics & Commercial Trust's strong rental reversions keep analysts positive
DBS and CGS-CIMB analysts maintain “buy” and “add” calls with TPs of $1.55 and $1.52 respectively.
May 08, 2023
Broker's Calls
Brokers' Digest: Wilmar International, Sheng Siong Group, MPACT, Singtel, CLCT
See what the analysts have to say this week.
May 06, 2023
Broker's Calls
Aztech's orderbook healthy despite weaker margins: analysts
Key catalysts include a higher value orderbook and faster-than-expected ramp up of the new plant in Malaysia.
May 05, 2023
Company in the news
Could Keppel's structure reorganisation lead to property arm spin-off?
Keppel’s latest reaffirmation of its new strategy has received a thumbs-up from some analysts.
May 05, 2023
Broker's Calls
CGS-CIMB maintains 'add' for LHN Logistics, ups TP to 18 cents
LHN Logistics’ profit for the period — boosted by tax credits of some $0.3 million — came in above analyst expectations.
May 04, 2023