OCBC Investment Research (OIR)

Analysts see minimal impact to DBS from additional capital requirement - THE EDGE SINGAPORE

Broker's Calls

Analysts see minimal impact to DBS from additional capital requirement

CGS-CIMB analysts have lowered their target price and estimates as they see DBS's NIMs as likely to have peaked in 1QFY2023.
CLSA downgrades CDL to 'sell'; analysts see 'negative knee jerk reaction' in developers' share prices - THE EDGE SINGAPORE

Property

CLSA downgrades CDL to 'sell'; analysts see 'negative knee jerk reaction' in developers' share prices

The 60% ABSD for foreign buyers is believed to be the highest in the world.

Broker's Calls

OCBC Investment Research initiates 'buy' on First REIT, calls it a 'potential defensive addition'

“Based on our fair value, we expect First REIT to return an attractive distribution yield of 9.1% in FY2023,” says analyst Ada Lim
DBS cheers Keppel DC REIT with 'buy' call; OCBC raises fair value  - THE EDGE SINGAPORE

Broker's Calls

DBS cheers Keppel DC REIT with 'buy' call; OCBC raises fair value

PhillipCapital downgraded Keppel DC REIT to 'accumulate' with a lower target price of $2.26.
OIR lowers ESR-LOGOS REIT's TP to 38 cents due to impact of an enlarged share base - THE EDGE SINGAPORE

Broker's Calls

OIR lowers ESR-LOGOS REIT's TP to 38 cents due to impact of an enlarged share base

The analyst has also lowered her DPU estimates for FY2023 to FY2027 by 8% to 10%.

Broker's Calls

OIR remains selective on S-REITs despite seeing tactical opportunities ahead

The outlook for commercial real estate in Asia is less daunting compared to the US.

Broker's Calls

OCBC Investment Research lowers Yanlord Land's TP to 97 cents; Moody's changes outlook to negative

Yanlord's FY2022 results "disappointed and missed" the OCBC team's expectations. The lack of a dividend also came as a "surprise".
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