Sunday, June 1st, 2025

Day: May 27, 2025

Singapore Market Strategy 2025: Top Stock Picks & S$5B Investment Blitz

UOB Kay Hian Date of Report: Tuesday, 27 May 2025 Singapore Market Poised for Growth: Stocks to Buy Amid Tariff Abatement and Liquidity Boost Market Strategy Overview Singapore’s market outlook is showing signs of...

Singapore Stocks with High Dividend Yields (Over 6%) – May 2025 | OCBC Research

OCBC Investment Research 26 May 2025 Singapore Stocks: Unveiling High Dividend Yield Opportunities in 2025 Introduction: Navigating Singapore’s Dividend Landscape This report delves into Singapore’s stock market, focusing on companies offering attractive dividend yields....

SATS Ltd (S63.SI): Technical Buy – Bottoming Up Analysis & Price Targets (May 2025)

CGS International May 27, 2025 Trendspotter’s Insights: SATS Ltd Bottoming Up and Pan-United Corp Ltd Volume Growth Key Overnight Market Recap European stocks and US equity futures experienced gains following President Donald Trump’s extension...

BRC Asia Ltd: Acquisition of Southern Steel Mesh – Stock Analysis and Investment Recommendation

CGS International May 26, 2025 BRC Asia Ltd: Acquiring Malaysian Market Share Key Takeaways BRC Asia’s 1HFY9/25 net profit reached S\$42m, a 9% year-over-year increase, accounting for 53% of FY25F estimates. ] The company’s...

text Download Copy code 1SEO title: SATS Ltd (SATS SP): Embedded Resilience & FY26F Outlook | CGS International Report 2 3Here’s a summary of the SATS Ltd (SATS SP) analysis from the CGS International report: 4 5* **Recommendation:** The report reiterates an “Add” rating for SATS Ltd with a higher target price (TP) of S\$3.60 [[1]]. 6* **Financial Performance:** 4QFY3/25 net profit was S\$38.7m, slightly ahead of estimates. Revenue growth remained consistent. SATS’s cargo tonnage has outpaced global cargo demand, indicating market share gains [[1]]. 7* **FY26F Outlook:** SATS’s growing market share is expected to support earnings growth in FY26F, even with potential trade tensions. Cargo volumes are expected to grow due to market share gains, offsetting potential softening cargo demand in the latter half of FY26F [[1]]. 8* **Earnings Estimates:** FY26F-27F EPS estimates are lifted by 7.9-8.5%, and FY28F estimates are introduced, implying a 3-year earnings CAGR of 15.0% [[1]]. 9* **Valuation:** The TP of S\$3.60 implies 17.3x FY27F P/E, similar to its pre-Covid-19 mean [[2]]. 10* **Key Risks:** Margin compression from weaker operating leverage due to softening cargo volumes and a decline in the aviation travel industry due to an economic downturn [[1]]. 11* **ESG:** SATS maintains a B- ESG combined score by LSEG, with a slight improvement in its Environmental pillar score [[5]]. 12* **Financial Summary:** Revenue, Operating EBITDA, and Net Profit are projected to increase through Mar-28F. Core EPS is also expected to grow [[1]]

CGS International May 26, 2025 SATS Ltd: Embedded Resilience to Tide Through FY26F – Market Share Gains Offset Global Cargo Weakness SATS Ltd: Overview of 4QFY3/25 Performance SATS Ltd reported a 4QFY3/25 net profit...

Singtel (STEL.SI) Stock Analysis: FY25 Review, Dividend Growth & BUY Rating (May 2025)

Broker Name: OCBC Investment Research Private Limited Date of Report: May 26, 2025 Singtel: Capital Management and Growth Initiatives Drive Optimistic Outlook Investment Thesis Singtel, a leading communications technology group in Asia, is strategically...

Pan-United Corp (PAN SP): FY26-28F Revenue Growth Forecast, Infrastructure Tailwinds, and ESG Leadership

CGS International May 26, 2025 Pan-United Corp Ltd: Riding the Construction Tailwinds with Volume Growth and Low-Carbon Concrete Investment Summary FY26F-28F revenue growth is expected to be supported by higher institutional & civil engineering...

📉 Are More S-REITs Heading for the Exit? FHT, Paragon Reit Privatisations Signal Strategic Shift Amid Tough Market Conditions

The recent announcements of Frasers Hospitality Trust (FHT) (SGX:ACV) and Paragon Reit (SGX:SK6U) opting to go private have ignited debate about the long-term sustainability of Singapore-listed REITs, especially those focused on traditional property sectors....

📉 Frasers Property’s Bid to Privatise FHT Raises Tough Questions About Strategy and Shareholder Value

Frasers Property’s (SGX:TQ5) second attempt to privatise Frasers Hospitality Trust (FHT) (SGX:ACV) may offer minority investors a financially reasonable exit — but it does little to solve the strategic conundrum faced by the property...

Shouhui Group’s IPO: Riding the Wave of China’s Digital Insurance Boom

📢 Shouhui Group (02621.HK) IPO: A Deep Dive into the Upcoming Listing 📌 IPO Snapshot Offer Price Range: HK$6.48 to HK$8.08 per share Board Lot Size: 400 shares Entry Fee: Approximately HK$3,264.59 Total Shares...