- CIMB: Singapore Hospitality REITS – Overweight
- UOBKH: Automobile – China (Underweight)
- CIMB: United Overseas Bank – Add Target Price $33.30
- CIMB: Singapore Airlines – Reduce Trget Price $6.78 (Previous $6.53)
- CIMB: Mapletree Industrial Trust – Add Target Price $2.61
- CIMB: Keppel Corporation – Add Target Price $8.70
- UOBKH: Keppel Pacific Oak US REIT (KORE SP) – Buy Target Price US$0.50
- DBS: Meta Platforms – Buy Target Price US$360.00
- DBS: XPeng Inc -Buy Target Price HK$52.00
- DBS: AEM Holdings – Hold Target Price $3.35
- DBS: Kerry Logistics Network – Buy Target Price HK$10.50
- DBS: Sheng Siong – Buy Target Price $1.89
- DBS: Digital Core REIT – Buy Target Price US$0.90
- DBS: UOB – Hold Target Price $30.30
- DBS: Starhill Global – Buy Target Price $0.68
- DBS: Capitaland Ascott Trust – Buy Target Price $1.30
- DBS: Capitaland China Trust – Buy Target Price $1.40
- DBS: Keppel Corp – Buy Target Price $8.30
- UOBKH: Suntec REIT (SUN SP) – Hold Target Price HK$1.37
- UOBKH: iFAST Corporation (IFAST SP) – Hold Target Price $4.81
- CIMB: United Overseas Bank – Add Target Price $33.30
- DBS: Lam Research Corp – Buy Target Price US$668.10
- DBS: Jiumaojiu International – Buy Target Price HK$18.30
- DBS: Visa Inc -Buy Target price US$270.00
- DBS: Alphabet Inc – Buy Target Price US$160.00
- DBS: Decoding 2Q results and charting the course for 2H23 – ASEAN Consumer: Food for Thought
- DBS: Microsoft Corp – Buy Target Price US$400.00
- DBS: Fly with CX as Chinese carriers continue to miss the mark – Regional Aviation: Airlines
- DBS: CapitaLand China Trust – Buy Target Price $1.45
- DBS: Tactical view post UOB results – Sell-into-strength at $29.1-29.5
- DBS: Mapletree Industrial Trust – Buy Target Price $2.60
- DBS: Suntec Real Estate Investment Trust – Hold Target Price $1.48
- DBS: Keppel Pacific Oak US REIT – Buy Target Price US$0.48
- DBS: ESR-Logos REIT – Buy Target Price $0.38
- CIMB: iFAST Corporation Ltd – Upgrade from Reduce to Hold Target Price $4.90 (Previous $3.50)
- UOBKH: SEA (SE US) – Buy Target Price US$94.34
- China Galaxy: Jiumaojiu – Add Target price HK$25.00
- CIMB: Hongkong Land Holdings Ltd – Hold Target price US$4.00 (Previous US$4.70)
- DBS: Sunlight Real Estate Investment Trust – Buy Target Price HK$3.57
- DBS: China Vanke – Buy Target Price HK$16.80; Rmb18.42
- DBS: Champion REIT – Hold Target Price HK$3.09
- DBS: Longfor Group – Buy Target Price HK$27.82
- DBS: Keppel DC REIT – Buy Target Price $2.45
- DBS: <News Alert> China/HK equity strategy: Politburo meeting vows more counter-cyclical policies
- DBS: China Auto – <News alert> Auto policies to stimulate vehicle sales
- DBS: Grab Holdings Ltd – Fully Valued Target Price US$3.16 (Previous US$3.07)
- DBS: What lies ahead as earnings peak? – Singapore Banks
- DBS: Take Uber for ride; Meituan for food delivery – Internet Sector – On Demand
- UOBKH: Mapletree Pan Asia Commercial Trust (MPACT SP) – Buy Target Price $1.90 (Previous $2.02)
- UOBKH: Aztech Global (AZTECH SP) – Buy Target Price $1.00
- UOBKH: Kuaishou Technology (1024 HK) – Buy Target Price HK$93.00 (Previous HK$90.00)
- China Galaxy: Midea – Add Target Price Rmb 80.00
- CIMB: Far East Hospitality Trust – Add Target Price $0.77 (Previous $0.79)
- CIMB: Aztech Global Ltd – Add Target Price $1.11 (Previous $1.01)
- CIMB: Keppel Corp – Add Target Price $8.70
- Edge: Future of Vietnam as a pivotal country in global supply chain
- UOBKH: Traders’ Corner – AEM Holdings, ST Engineering
- CIMB: Wuxi Biologics Cayman Inc (2269) – Technical Buy
- CIMB: City Developments Ltd – Technical Buy
- CIMB: Keppel Corp – Technical Buy
- UOBKH: ComfortDelGro Corporation (CD SP) – Upgrade to Buy Target Price $1.41
- UOBKH: China Automobile (Underweight) – BYD, Li Auto, CATL
- China Galaxy: Proya Cosmetics – Add Target Price Rmb156.00 (Previous Rmb152.10)
- China Galaxy: Tingyi (Cayman Islands) – Add Target Price HK16.10
- CIMB: Ping An Insurance – Add Target Price HK$80.00
- CIMB: China Merchants Bank – Add Target Price Rmb51.30, HK$54.80
- DBS: <News alert> Mastercard launched the first digital city partnership in MENA region
- DBS: Meta – Threads to rival Twitter in text-based application market
- DBS: China Property Weekly
- DBS: Enduring a “red hot” summer – Singapore REITs
- DBS:
ThaiBev Annual Information Meeting takeaways – Liqour bill may post opportunities - UOBKH: Singapore Traders’ Corner – Keppel DC REIT, Singtel – Trading Buy
- UOBKH: Banking – Singapore (Overweight)
- CIMB: Keppel DC REIT – Technical Buy
- China Galaxy: China Consumer Staples (Overweight) – Anta Sports, China Resources Beer, Jiumaojiu, Trip.com, Tingyi, Want Want, Hengan, China Modern Diary, Sun Art, Nayuki, Fosun Tourism, Miniso, China Education Group
- CIMB: China Banks – Bank of China, China Merchants Bank, Ping An Bank
- CIMB: United Overseas Bank – Add Target Price $33.30
- CIMB: Thai Beverage – Add Target Price $0.88
- S&P500 Target for the second half of 2023
- DBS: Q Technology (Group) Co Ltd – Buy Target price HK$5.80
- DBS: Yuexiu REIT – Buy Target Price HK$2.02 (Previous HK$2.59)
- DBS: <News Alert> China banking sector: Jun total social financing grew 9%, new increment above expectation
- DBS: Budweiser Brewing Company APAC – Buy Target Price HK$30.40 (Previous HK$31.50)
- DBS: Bumitama Agri – Buy Target Price $0.90 (Previous $1.00)
- DBS: First Resources – Buy Target Price $2.00 (Previous $2.50)
- UOBKH: Inner Mongolia Yili Industrial Group (600887 CH) – Buy Target Price Rmb37.50 (Previous Rmb39.30)
- UOBKH: Alibaba Group (9988 HK) – Buy Target Price HK$130.00 (Previous HK$142.00)
- CIMB: BYD Co Ltd (1211) – Technical Buy
- CIMB: Venture Corp Ltd – Technical Buy
- CIMB: Grand Venture Technology Ltd – Hold Target Price $0.51 (Previous $0.54)
- DBS: News Alert – Receiving a non-binding takeover bid at US$9.2 per ADS from China Merchants Capital
- DBS: News Alert – China Property Sector: Extending the “16 Financial Measures” by a longer than expected duration
- DBS:
- DBS: Technology – Positive industry data reinforces our view of an anticipated recovery in 2H23
- DBS: Nanofilm Technologies International Ltd – News Analysis – Expects to report a net loss for 1H23
- UOBKH: Singapore Post (SPOST SP) – Hold Target Price $0.46
- UOBKH: Nanofilm Technologies International (NANO SP) – Downgraded to Sell Target Price $1.11 (Previous $1.61)
- CIMB: ENN Energy Holdings Ltd (2688) – Technical Buy
- CIMB: Seatrium Ltd – Technical Buy
- CIMB: DFI Retail Group Holdings Ltd – Technical Buy
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