CGS-CIMB Research

CGS-CIMB maintains 'add' rating, TP of 88 cents for ThaiBev in anticipation of FY2023 volume recovery - THE EDGE SINGAPORE

Broker's Calls

CGS-CIMB maintains 'add' rating, TP of 88 cents for ThaiBev in anticipation of FY2023 volume recovery

Analysts say brown spirits and beer will lead the company’s volume recovery in FY2023 ending Sept 30.
CGS-CIMB maintains 'add' call, raises TP to $1.88 after MLT’s property acquisition announcement - THE EDGE SINGAPORE

Broker's Calls

CGS-CIMB maintains 'add' call, raises TP to $1.88 after MLT’s property acquisition announcement

Analysts from CGS-CIMB Research have increased their TP from $1.84 previously as MLT resumes its AUM growth.

Broker's Calls

Analysts positive on Sembcorp Marine after 'landmark' EUR6 bil renewables contract win

CGS-CIMB and UOB Kay Hian have kept their “add” and “buy” calls, while Citi Research is the only brokerage to keep its "sell" call
Slew of new contracts seen to lift ST Engineering's order book to new peak - THE EDGE SINGAPORE

Investing ideas

Slew of new contracts seen to lift ST Engineering's order book to new peak

“We see ST Engineering as a unique play with a defensive yield and upside from strong growth in 2023 to 2025.”

Broker's Calls

CGS-CIMB ups Lendlease REIT’s TP to 90 cents on the back of higher earnings forecasts and lower COE

The analysts at CGS-CIMB see both organic and inorganic growth opportunities for the REIT.
CGS-CIMB sees $25 bil order book for ST Engineering with MINDEF, Taiwan rail contracts - THE EDGE SINGAPORE

Broker's Calls

CGS-CIMB sees $25 bil order book for ST Engineering with MINDEF, Taiwan rail contracts

This is up from an order book of $23 billion as at end-December 2022.

F&B sector

Jumbo Group seen as CGS-CIMB’s pick in 'overweight' F&B sector

The analysts remain positive on the sector as they see restaurant sales recovering meaningfully.

Broker's Calls

CGS-CIMB sees AEM's 'possible recovery' from 2HFY2023 and potential earnings recovery for FY2024

On the company's share price decline, CGS-CIMB believes that the market has priced in a weaker performance for the FY2023.
Analysts lift their TPs on PropNex after record FY2022 revenue - THE EDGE SINGAPORE

Broker's Calls

Analysts lift their TPs on PropNex after record FY2022 revenue

Analysts from CGS-CIMB, Maybank and DBS have increased their TPs to to $2.05, $2.20 and $1.88, respectively.
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