Citi Investment Research

Singapore faces uneven recovery in 2023 with impact of China’s reopening still uncertain *updated* - THE EDGE SINGAPORE

Singapore economy

Singapore faces uneven recovery in 2023 with impact of China’s reopening still uncertain

Singapore saw significant sectoral variation in its 4Q2022 GDP performance, and further divergence could lie ahead.
CGS-CIMB and OCBC increase TP for MPACT, maintain 'add' and 'hold' calls - THE EDGE SINGAPORE

Broker's Calls

CGS-CIMB and OCBC increase TP for MPACT, maintain 'add' and 'hold' calls

CGS-CIMB and OCBC raised their TPs to $2.08 and $1.81 from $1.98 and $1.72 previously; Citi has kept 'buy' and a TP of $1.90.

Broker's Calls

Citi maintains 'buy' rating on Genting Singapore off the back of MBS results beat

Analysts George Choi and Ryan Cheung say they expect Resorts World Sentosa to enjoy a similar recovery for 4QFY2022.
Citi upgrades Netlink to 'buy' as negatives from stock’s 'sharp decline' is 'likely priced in' - THE EDGE SINGAPORE

Broker's Calls

Citi upgrades NetLink to 'buy' as negatives from stock’s 'sharp decline' is 'likely priced in'

Citi Investment Research analysts say the stock’s sharp decline has more than fully factored in interconnect rate cuts in 4QFY2023

Broker's Calls

Analysts expect Genting Singapore to see a better 3QFY2022 after positive surprise from rival MBS

UOB Kay Hian has kept ‘overweight’ on the gaming sector and ‘buy’ on Genting Singapore. Citi has also kept ‘buy’ on Genting.

Broker's Calls

Citi and DBS maintain 'buy' calls for CapitaLand Investment with TPs of $4.67 and $4.30

Citi’s Brandon Lee says CLI is charting a long-term path, with its short-to-medium term objectives remaining unchanged.

Broker's Calls

Citi reiterates 'buy' call for Keppel as order book reaches highest level since 2007

Keppel O&M's repeat newbuild FPSO contract win from Petrobras worth US$2.8 billion brings Keppel’s order book to $11.8 billion.

Singapore economy

MAS double tightening of upward re-centring and slope steepening 'likely' in Oct: Citi

The Citi analysts believe there is a 60% chance of at least 100bps upward re-centring and concurrent 50bps slope steepening.
Maybank upgrades call on Genting Singapore to ‘buy’ while raising FY2022 earnings estimate by 78% - THE EDGE SINGAPORE

Broker's Calls

Maybank upgrades call on Genting Singapore to ‘buy’ while raising FY2022 earnings estimate by 78%

Citi Research has also given the counter a “buy” call after MBS’s earnings came in as a “positive surprise”.
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