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Maybank Kim Eng Research
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Analysts remain optimistic on Mapletree Logistics Trust amid stable 3Q, operational resilience
In its outlook statement, MLT’s manager has chosen to tread with caution for the near term at least. But analysts have their own views on MLT’s ability to thrive despite the macroeconomic challenges that loom.
January 24, 2020
Investing ideas
Analysts raise hopes on Mapletree Industrial Trust following 3Q results
MINT's latest results were in line with analysts' expectations. OCBC Investment Research shares that MINT’s FY20 DPU to-date constitutes some 75% of its full-year forecast, while CGS-CIMB and Maybank Kim Eng’s figures stand at 73% and 77% respectively.
January 23, 2020
Broker's Calls
Analysts revise FY20 estimates, price targets as AEM beats revenue forecasts
The revenue guidance also appeared to have been a surprise to market watchers. AEM is set to surpass Maybank Kim Eng Research’s forecast by 4-11%, and KGI Securities’ one by 12-19%.
January 15, 2020
Zest
Analysts keep positive outlook on Singapore banks as applications for digital bank licences close
Singapore’s digital banks are unlikely to gain material market share in the medium term,” says Maybank Kim Eng Research analyst Thilan Wickramasinghe.
January 08, 2020
Broker's Calls
UMS has 'room for upside' on semiconductor recovery, says Maybank Kim Eng
At the centre of the bullish sentiment on UMS is its “entrenched relationship” with its key customer, Applied Materials.
January 06, 2020
Broker's Calls
Maybank starts UMS Holdings on 'buy' amid industry upturn, diversification strategy
Looking ahead, AMAT’s contributions are unlikely to wane anytime soon, as the brokerage projects FY19-21E earnings compounded annual growth rate (CAGR) of 28% for UMS, driven by its key customer’s sustained spending in logic and foundry segments, as w
December 04, 2019
Broker's Calls
Ascendas REIT remains top sector pick as growth fundamental look up: Maybank Kim Eng
SINGAPORE (Dec 4): Maybank Kim Eng Research is keeping Ascendas Real Estate Investment Trust (Ascendas REIT) as its top pick among Singapore REITs, after unitholders supported its proposed acquisition of a portfolio of 30 business park properties.
December 04, 2019
Broker's Calls
Singapore banks could see softer growth momentum ahead, analysts warn
SINGAPORE (Dec 2): Singapore banks could see weaker margins ahead from falling interest rates, but analysts say growth could be lifted by overall positive momentum.
December 02, 2019
Broker's Calls
Brighter days ahead for CDL Hospitality Trusts amid 'well-structured asset swap': analysts
The divestment of NCQ at $375.9 million to a consortium including joint venture vehicles of CDL, Capitaland, and its sponsor, the parent company of Millennium & Copthorne Hotels (M&C) was announced on Thursday.
See: City Dev, CapitaLand lead consorti
November 22, 2019