RHB Group Research

Singapore equities to benefit from positive GDP 'surprise' and China reopening: RHB - THE EDGE SINGAPORE

Broker's Calls

Singapore equities to benefit from positive GDP 'surprise' and China reopening: RHB

Analyst Shekhar Jaiswal is overweight on the consumer, financial, healthcare, industrial, industrial S-REITs and transport sectors
Brokers' Digest: Manulife US REIT, Japfa, Grab Holdings - THE EDGE SINGAPORE

Broker's Calls

Brokers' Digest: Manulife US REIT, Japfa, Grab Holdings

See what the analysts have to say this week.

Singapore economy

GDP growth momentum 'likely' to moderate below 2% y-o-y handle in 1Q2023: analysts

Analysts have kept their 2023 GDP estimates unchanged even if they are expecting Singapore's 2023 GDP growth momentum to moderate.
Belief in Manulife US REIT’s potential recovery in 2HFY2022 'misplaced': RHB - THE EDGE SINGAPORE

Broker's Calls

Belief in Manulife US REIT’s potential recovery in 2HFY2022 'misplaced': RHB

RHB's Vijay Natarajan has kept 'buy' on the REIT but lowered his target price to 43 US cents from 64 US cents.

REITs

What inflation? Shoppers out in force and boosting retail REITs

Singaporean consumers continue to spend, even as worries of soaring prices loom.

Broker's Calls

RHB initiates 'buy' on Cromwell European REIT with TP of EUR2.15

To RHB, the REIT offers an “attractive entry level” for a mid- to long-term play on the recovery of Western Europe.
RHB positive on Singapore equities next year; STI trading at 'inexpensive' valuation - THE EDGE SINGAPORE

Broker's Calls

RHB positive on Singapore equities next year; STI trading at 'inexpensive' valuation

RHB analyst Shekhar Jaiswal says the STI was one of the region's best performers in 2022, despite Asian equity underperformance.

Broker's Calls

RHB ups UOB's TP to $34.90; earnings expected to grow by 'healthy' 18% in FY2023

In addition to the higher TP, the team has upped its net profit estimate for the FY2023 to FY2024 by 5% and 7% respectively.

Broker's Calls

CPO prices to remain relatively range bound in 2023 amid balanced supply improvements and rise in demand: RHB

Hoe continues to favour integrated players like Wilmar while also seeing value in players such as Bumitama Agri and Golden Agri.

Broker's Calls

RHB suspends coverage on EC World REIT due to uncertainties

The brokerage’s last published recommendation on the counter was “neutral” with a target price of 55 cents.
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