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OCBC Investment Research (OIR)
Broker's Calls
Analysts lower target prices on Suntec REIT as rising interest rates weigh on costs
The REIT’s 3QFY2022 results have left sentiments generally mixed, with mostly “buy” calls and a “sell” call.
November 01, 2022
Broker's Calls
Analysts maintain 'buy' on E-LOG REIT with lower TP amid portfolio rejuvenation
The analysts anticipate the positive reversion trend to continue in FY2022.
November 01, 2022
Manufacturing
Transport engineering cluster seen as most optimistic as business sentiments in manufacturing sector remain negative
Looking ahead, a net weighted balance of 17% of manufacturers expect lower output in the 4Q2022 for the next six months.
October 31, 2022
Singapore economy
Analysts expect slowdown in NODX further into 2022 after September's NODX underperforms
Despite the estimated slowdown, most of the analysts are keeping their 2022 NODX estimates unchanged.
October 25, 2022
Broker's Calls
Broker's Digest: Mapletree Industrial Trust, CSE Global, Emperador Inc, SPH REIT, EC World REIT
See what the analysts have to say this week.
October 13, 2022
Broker's Calls
Analysts expect authorities to revise inflation forecasts upwards; MAS may tighten monetary policy in October
Singapore's headline inflation stood at 7.5% y-o-y while core inflation stood at 5.1% y-o-y in August 2022.
September 26, 2022
Broker's Calls
OCBC sees stronger recovery in 2H2022 happening for hospitality sector; China’s reopening a 'key catalyst'
ART remains OCBC's top pick; the brokerage has kept its "buy" call with a fair value estimate of $1.29.
September 21, 2022
REITs
Did bullish outlook derail privatisation of Frasers Hospitality Trust?
Were investors in Frasers Hospitality Trust holding out for a better offer following bullish analysts' reports on hospitality?
September 15, 2022
Broker's Calls
Analysts mostly lift TPs on Raffles Medical Group on the back of record 1HFY2022 results
The analysts have also mostly raised their earnings or earnings per share estimates for the FY2022.
August 11, 2022
Broker's Calls
Analysts mixed on CICT’s 1HFY2022 results with both 'buy' and 'hold' calls
Some analysts are more positive on CICT, expecting to see stronger fundamentals from the REIT in the 2HFY2022.
August 02, 2022