Keppel’s strategic focus on asset-light operations, digital infrastructure, and strong capital recycling efforts continues to position the company for sustainable long-term growth. Despite near-term volatility in the real estate segment, Keppel’s high-margin businesses in connectivity and asset management are proving to be strong revenue drivers. With a BUY...
By acquiring a substantial stake in Tsuneishi Group’s China unit, YZJSGD aims to enhance its presence and influence in the shipbuilding sector, particularly in China, a critical market for maritime industries. The deal aligns with YZJSGD’s broader strategic goal of strengthening its international partnerships and expanding its market share within Asia’s growing...
UOB will be the first to report its financial results on February 19. Institutional investors have maintained strong confidence in Singapore’s banking stocks, with cumulative net inflows of S$1.19 billion in 2024. The three banks currently offer attractive dividend yields: DBS at 4.8%, OCBC at 5.0%, and UOB at 4.6%, all above their respective five-year...
DBS will be the first to report its financial results on February 10 Thank you
OCBC will be the first to report its financial results on February 26. Thank you
SingTel’s dividends are expected to rise steadily, reaching 21 Singapore cents by FY27. This growth is supported by reduced capex intensity, a focus on improving ROIC across key business units, and the monetization of assets like the Bharti Airtel stake and the redevelopment of Comcentre. Thank you
As trade tensions, economic uncertainty, and geopolitical conflicts escalate, gold’s price movements will be the most reliable indicator of investor sentiment. With tariff battles intensifying and China realigning its trade alliances, the traditional financial system may be entering a new, volatile phase. If history is any guide, gold may be the only true measure...
KORE currently trades at a P/NAV of 0.35x, reflecting a 65% discount to its NAV per unit of US$0.69. The 2026 distribution yield is projected at 15.6%. Target price: US$0.33, based on a Dividend Discount Model (DDM) with a cost of equity of 10.5% and terminal growth of 0.5%. Recommendation: Maintain BUY. Thankl you
Short-Term: Bullish, with resistance at \$3.20 and support at \$2.94. Medium-Term: Sideways, with resistance at \$3.30 and support at \$2.85. Long-Term: Bullish, with resistance at \$3.50 and support at \$2.75.
The Singapore market remains supported by strong financial sector earnings. We continue to favor property-related and transport stocks, which have more resilient earnings growth. Banking sector remains a stronghold, while industrial REITs and logistics-related stocks face pressures. Our Alpha Picks strategy focuses on selective, high-quality names with clear...
SATS currently trades at 18.1x FY26F PE and 15.4x FY27F PE. The target price has been adjusted to S$4.00, based on an 18.4x FY27F PE valuation, which is 0.5 standard deviations (SD) below its historical mean PE of 19.9x. The negative impact of tariff and tax rule changes is likely already priced in, making SATS an attractive long-term investment despite near-term...
InnoTek InnoTek, trading at \$0.43, has been navigating a transformative journey since selling its core disk-drive components business over 15 years ago. The precision components manufacturer pivoted to grow its small stamping business and has since diversified into promising sectors such as electric vehicles (EVs) and graphics processing unit (GPU) servers, which...
IPO Details: The subscription period for the IPO ran from December 2 to December 5, 2024, with shares allocated in lots of 100. The indicative price range was set between HKD 26.30 and HKD 29.80 per share. Premium Beauty Brand MAO GEPING Subscription Amt $60B+, Ranking 4th in 2024 IPO Subscriptions The cosmetics company in Mainland China, MAO GEPING (01318.HK),...
Xiaomi-W form a pennant chart pattern: Buy Entry Price: $14.82 Target Price $16.12 Stop Loss Price:$14.40 thank you
Beng Kuang form a Ascending Triangle chart pattern: Buy Entry Price: $0.081 Target Price $0.087 Stop Loss Price:$0.075
JD.com Inc Adr (JD.NASD) Bullish Pennant Buy Entry Price:$28.14 Target Price:$28.865 Stop Loss Price:$26.69
JD.com Inc Adr (JD.NASD) Bullish Pennant Buy Entry Price:$28.14 Target Price:$28.865 Stop Loss Price:$26.69
Home Depot Inc (HD.NYSE) Bullish Pennant Buy Entry Price:$379.41 Target Price:$391.33 Stop Loss Price:$370.57