Broker Name: Maybank Research Pte Ltd
Date of Report: 1 October 2025
Excerpt from Maybank Research Pte Ltd report.
Report Summary
- Singtel’s recent Optus outages are expected to have a contained financial impact, with only modest near-term risks such as minor customer churn and slightly higher costs, while its diversified business and ongoing buyback program continue to support its valuation.
- Sanli Environmental is well-positioned for growth, with a strong tender book and specialized expertise that could allow it to double its orderbook, especially as it targets major infrastructure projects like Singapore’s Long Island development.
- Lendlease Global Commercial REIT increased occupancy at its Milan property through a new US tech tenant, while Thakral unlocked cash and gains via a property divestment in Japan to bolster future growth opportunities.
- Mandarin Oriental is in talks to sell office space but no certainty on a deal; Far East Orchard increased its stake in UK student housing provider HFS to 84%, making it a subsidiary with plans to acquire the remainder by 2030.
- Geo Energy refinanced with a new USD275m loan at lower interest rates, allocating funds for debt refinancing, mine expansion, and potential logistics acquisitions.
above is an excerpt from a report by Maybank Research Pte Ltd. Clients of Maybank Research Pte Ltd can be the first to access the full report from the Maybank Research Pte Ltd website : https://www.maybank.com
