HIP lowered its earnings guidance for the second time this year. It now expects lower sales and profit in 3Q18 on a YoY basis in contrast to its earlier ...

StarHub has unveiled manpower and other cost restructuring moves to prepare for future competition and industry trends. We raise our 2019-20E core EPS and ...

AREIT’s UK growth momentum has gained traction with a second, larger portfolio acquisition following its first deal at end-July. These 26 logistics properties ...

Keppel Corp and SPH have announced the formation of Konnectivity Pte Ltd as their vehicle for making a general offer (GO) for M1 at SGD2.06. Inclusive of Keppel ...

VALUE management commented that production at its Danshui plant has resumed after four days of stoppages caused by Typhoon Mangkhut. We expect minimal earnings ...

Keppel Corp (KEP SP, Not Rated) and Singapore Press Holdings (SPH SP, Not Rated) are reportedly considering a sale of their indirect and direct M1 stakes. Their ...

CapitaLand is acquiring 16 multi-family properties in the US. This is a new asset class for the group and is part of its pursuit of new businesses and income ...

STE’s proposed acquisition of 100% of MRAS from General Electric (GE US; USD12.68; NR) for USD630m on a cash-free, debt-free basis holds multiple positives in ...

Following our initiation on NetLink we summarize key issues raised by investors and maintain our positive view on its underlying defensive business structure. ...

ART’s globally diversified serviced residences offer both stability and growth. DPUs should be supported by fixed leases in its European markets and mostly ...

We prefer hospitality plays with stronger growth prospects, and CDLHT’s scale and liquidity makes it a good proxy to a sustained recovery in Singapore’s ...

FEHT – with 13 Singapore hotels and serviced residences, is the only pure play to our expected rebound in the hospitality sector. Rising contributions from ...

FHT has increased AUM and broadened its markets with new deals since IPO. Near term, we see stronger 3-5% RevPAR growth for its hotels in Singapore and Europe, ...

As Singapore’s de facto fibre broadband network monopoly, NetLink offers a captured market and stream of sustainable cashflows to support capex and its 100% ...

StarHub is forming a new joint venture (JV) company (Ensign) with an unlisted wholly owned subsidiary of Temasek (Leone) to grow its cyber security business ...

Following our Bharti (BHARTI IN, INR378, SELL, TP INR320) analyst Neerav Dalal’s earnings downgrade today for ARPU and capex pressures, we reduce our Singtel ...

FY18 EBIT was in line at 91% of our full-year estimates. We update our model for its latest project completion timeline and raise our valuation for Chevron ...

While FY18 sales were in line with expectation, core EBIT was a miss on weaker profitability. Higher valuation for its investment properties led to a 7% ...

TPG Australia (TPM AU, Not Rated) disclosed it is in potential “merger of equals” talks with unlisted Vodafone Australia. Although there is no certainty the ...

New StarHub CEO Peter Kaliaropoulos hosted an analyst briefing to outline a broad strategy that will be proposed to the Board. The trend of digitalization of ...