Citi Research

Broker's Calls

Citi ups Grab’s TP to US$5.20; opens 30-day positive catalyst watch

Citi's analysts have also increased their revenue estimates for the 4QFY2023 as they expect to see "solid" results.
REIT and semiconductor sectors among the favourites - THE EDGE SINGAPORE

Singapore economy

REIT and semiconductor sectors among the favourites

With interest rate cuts set to happen this year, most analysts have turned positive on S-REITs.
Manufacturing recovery to help lift Singapore’s 2024 GDP but humps aplenty - THE EDGE SINGAPORE

Singapore economy

Manufacturing recovery to help lift Singapore’s 2024 GDP but humps aplenty

Based on the advanced estimates released by the MTI on Jan 2, Singapore’s 4Q2023 GDP grew by 2.8% y-o-y and 1.7% q-o-q.

Broker's Calls

Analysts keep TPs and estimates despite Seatrium’s project cancellation

The cancellation may negatively impact Seatrium's share price despite the relatively small contract compared to its order book.

Broker's Calls

Citi keeps ‘buy’ on Netlink, sees possibility of re-rating if rates fall

Analyst Luis Hilado has maintained his target price of $1.06.

Singapore economy

Citi ups core inflation forecast for December; sees slightly higher risk of a slope steepening at January MPS

UOB sees a rising risk that the reversal of monetary policy tightening may be delayed to the MPS in July instead.

Broker's Calls

Citi lowers Keppel DC REIT’s TP to $2.18 after the REIT’s LOD to Guangdong DCs

Citi's Lee has also cut his DPU estimates for FY2023, FY2024 and FY2025 by 1.6%, 8.3% and 8.3% .

Broker's Calls

TikTok Shop Indonesia's combination with Tokopedia a net negative for Sea's Shopee

Shopee is expected to fight vigorously for market share in Indonesia following the move by TikTok and GoTo.

Broker's Calls

Keppel Corporation’s acquisition of Aermont Capital ‘checks all boxes’

Keppel Corporation sees minimal overlap between itself and its planned acquisition, Aermont Capital.

Broker's Calls

Citi lowers FLCT's TP to $1.24, cuts FY2024 and FY2025 DPU estimates by 8.4%

The analyst has also introduced FY2026 DPU estimate of 7.55 cents.
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