RHB Group Research

Broker's Calls

RHB downgrades S-REITs to ‘neutral’ as rate volatility takes hold; DBS says ‘be watchful’ of office sector

Maybank keeps its ‘neutral’ call and top picks following the US bank failures.
Mirae's potential bid for MUST will address key challenges faced by REIT: RHB - THE EDGE SINGAPORE

Broker's Calls

Mirae's potential bid for MUST will address key challenges faced by REIT: RHB

RHB has kept its 'buy' call and target price of 43 US cents on the REIT.

Zest

SVB collapse unlikely to cause systemic risk, say analysts

Analysts also largely agree SVB is unlikely to impact markets the way the Global Financial Crisis did in 2008.

Broker's Calls

RHB lifts Food Empire's TP to $1.39 as its earnings outlook remains firm

The new target price is based on Food Empire’s FY2023 P/E of 10x.

Broker's Calls

RHB sees compelling valuations and strong yields in ComfortDelGro

RHB likes ComfortDelGro as a reopening play, while its compelling valuations and high yields keep it a 'buy'.
RHB sees fee income to be 'key earnings driver' in FY2023. - THE EDGE SINGAPORE

Broker's Calls

RHB sees fee income to be 'key earnings driver' in FY2023.

Among the three banks, DBS and OCBC are the RHB team's top picks.

Broker's Calls

'Buy' Wilmar and Golden Agri on better performance in lower CPO price environment: RHB

RHB expects a q-o-q decline in sector earnings in 1QFY2023 due to lower CPO ASPs and lower production in the off-peak season.

Broker's Calls

RHB keeps 'buy' on Japan Foods on strong dividend yield and compelling valuation

Moving forward, Japan Foods should deliver strong topline growth on the back of an increase in dine-in customers.
Citi, RHB maintain 'neutral' on DFI, increase TPs to US$3.16 and US$3.09 - THE EDGE SINGAPORE

Broker's Calls

Citi, RHB maintain 'neutral' on DFI, increase TPs to US$3.16 and US$3.09

DBS has reiterated its ‘buy’ call with a lower TP of US$3.80 from US$3.90 previously.

Broker's Calls

Analysts mixed on IREIT Global amid slow leasing momentum

The lack of leasing progress is due to a combination of weak economic outlook and higher supply in the locality.
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