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OCBC Investment Research (OIR)
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.
May 08, 2023
Broker's Calls
Analysts keep 'buy' and 'neutral' calls on CICT after improved operating metrics for 1QFY2023
The analysts' target prices range from $2 to $2.21.
May 05, 2023
Broker's Calls
Brokers' Digest: LREIT, Sin Heng Heavy Machinery, Venture Corp, Uni-Asia Group, First REIT, Centurion Corp, DFI Retail
See what the analysts have to say this week.
April 28, 2023
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.
April 27, 2023
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
April 24, 2023
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.
April 19, 2023
Broker's Calls
Brokers' Digest: ESR-LOGOS REIT, SIA Engineering Company, Singtel, ThaiBev, Bumitama Agri
Here's what the analysts have to say this week.
April 15, 2023
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%.
April 12, 2023
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.
April 06, 2023
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".
March 10, 2023