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OCBC Investment Research
Broker's Calls
Analysts divided on impact of stabilising net interest margin on DBS going forward
“We think NIM upside from higher rates is priced in, while earnings upside from a pick-up in wealth management could take time.”
February 14, 2023
Broker's Calls
'Hold' HPHT as throughput volume growth expected to be flat: OCBC
OCBC keeps a 'hold' on HPHT with a lower TP as the outlook seems murky.
February 13, 2023
Broker's Calls
CGS-CIMB and OCBC increase TP for MPACT, maintain 'add' and 'hold' calls
CGS-CIMB and OCBC raised their TPs to $2.08 and $1.81 from $1.98 and $1.72 previously; Citi has kept 'buy' and a TP of $1.90.
February 06, 2023
Broker's Calls
Analysts mixed on Keppel DC REIT’s acquisition prospects in FY2023
CGS-CIMB and DBS have maintained 'add' and 'buy' calls while Citi and OCBC have kept to 'neutral' and 'hold'.
February 03, 2023
Broker's Calls
Recessionary environment could impact HPHT's throughput moving forward
Recessionary pressures are expected to negatively affect HPHT's outlook.
January 31, 2023
Broker's Calls
Starhill Global REIT one of the prime beneficiaries of Chinese tourists return, analysts keep 'buy'
Wisma Atria is well-positioned to capture the return of tourist footfall and spending in Orchard Road.
January 31, 2023
STI watch
Singapore market to offer stability amidst global volatility in 2023: OCBC
Strategist Carmen Lee says that it would be prudent to be exposed to the unexciting but stable Singapore market.
January 26, 2023
Zest
Analysts continue to like local banks but warn of slower growth
JP Morgan thinks Singapore bank share prices will fall later in 2023 owing to rising non-performing loans.
January 17, 2023
Broker's Calls
OCBC lowers MUST’s TP to 41 US cents, citing asset valuation decline
Analyst Chu Peng has maintained her “buy” rating for Manulife US REIT with a lower TP of 41 US cents from 47 US cents previously.
January 11, 2023
Broker's Calls
Macro headwinds a potential dampener for CDL: OCBC
Despite CDL posting a recovery, OCBC is weary on its growth prospects due to macroeconomic headwinds.
December 01, 2022