DBS Group Research

Singapore economy

One-year-ahead headline inflation expectations elevated to 4.9% in June: DBS, SMU

The second quarter one-year-ahead inflation expectations continue to be higher than the average expectations of 3.3%.

Broker's Calls

DBS keeps 'buy' on Bumitama Agri and First Resources amid CPO price recovery

Global palm oil price recovery in 2H2023 and 2024 will be supported by decent soybean oil price outlook.
DBS favours industrial, retail S-REITs this 'red hot summer' as high rates erode DPU - THE EDGE SINGAPORE

Broker's Calls

DBS favours industrial, retail S-REITs this 'red-hot summer' as high rates erode DPU

This cut would be more keenly felt in the US office, China Retail S-REITs and selected commercial subsectors, says DBS.
Analysts lower Wilmar’s TP on lower earnings estimates - THE EDGE SINGAPORE

Broker's Calls

Analysts lower Wilmar’s TP on lower earnings estimates

Wilmar will release its 2QFY2023 results on Aug 11.
DBS lowers STI target to 3,450; looks towards turnaround in 2H2023 - THE EDGE SINGAPORE

Singapore economy

DBS lowers STI target to 3,450; looks towards turnaround in 2H2023

Analysts Yeo Kee Yan and Foo Fang Boon have turned “neutral” on Singapore from their earlier “positive” rating.
Analysts await details on OCBC's $3 bil incremental revenue goal, expected at 1HFY2023 earnings call on Aug 4 - THE EDGE SINGAPORE

Broker's Calls

Analysts await details on OCBC's $3 bil incremental revenue goal, expected at 1HFY2023 earnings call on Aug 4

By 2025, OCBC aims to double the AUM of its Premier Banking and Premier Private Client segments for Greater China.
DBS downgrades SIA to 'hold', urges switch to ST Engineering, SATS instead - THE EDGE SINGAPORE

Broker's Calls

DBS downgrades SIA to 'hold', urges switch to ST Engineering, SATS instead

DBS analysts believe SIA's earnings may peak in FY2024 as supernormal passenger yields revert to more normalised levels.

Broker's Calls

DBS keeps StarHub at 'hold' as it waits for more clarity on earnings trajectory

DBS keeps 'hold' on StarHub as earnings trajectory remains uncertain
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