Maybank Kim Eng Research

Investing ideas

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.

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.

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%.

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.

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.

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
Ascendas REIT remains top sector pick as growth fundamental look up: Maybank Kim Eng

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.

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.

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
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