$ThaiBev(Y92.SG$ What's driving up today? Can't seem to find any good news?
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$UOB(U11.SG$ Everyone focus on CEO salary stock price rise lesser than other banks, drop more than other banks....sianz....
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$ParkwayLife Reit(C2PU.SG$ DBS Insight
FY23 DPU was 2.7% higher at 14.77 Scts, in line with our estimate
No debt refinancing until Mar 2025; 90% hedged; cost of debt is one of the lowest among SREITs at <1.5%
Asset recycling in Japan continues with the acquisition of 2 nursing homes in Osaka in Oct 2023
Maintain BUY; revised TP lower to S$4.50
FY23 DPU was 2.7% higher at 14.77 Scts, in line with our estimate
No debt refinancing until Mar 2025; 90% hedged; cost of debt is one of the lowest among SREITs at <1.5%
Asset recycling in Japan continues with the acquisition of 2 nursing homes in Osaka in Oct 2023
Maintain BUY; revised TP lower to S$4.50
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$Raffles Medical(BSL.SG$ May be too early of the day but market is now interesting. Result day counter drops then next day go up. Venture like that then Raffles also seems the same.
$ThaiBev(Y92.SG$ DBS view still maintain TP at 0.72
ThaiBev posted 1Q24 revenue (-5.9%) and EBITDA (+1.9%) that were in line with estimates given expectations of stronger 2H24
Thailand business continues to be resilient despite headwinds, with likely margin expansion in Beer segment and stable Spirits segment
Expect a stronger 2H24 on tourism recovery in Thailand and manufacturing recovery in Vietnam; Maintain BUY with TP of S$0.72
ThaiBev posted 1Q24 revenue (-5.9%) and EBITDA (+1.9%) that were in line with estimates given expectations of stronger 2H24
Thailand business continues to be resilient despite headwinds, with likely margin expansion in Beer segment and stable Spirits segment
Expect a stronger 2H24 on tourism recovery in Thailand and manufacturing recovery in Vietnam; Maintain BUY with TP of S$0.72
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$Lendlease Reit(JYEU.SG$ No refinance risk for 2024 so even interest rate stays high throughout 2024 LL should still be okay.
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$FRASERS CENTREPOINT TRUST(J69U.SG$ Really surprised me with the performance, no regrets to hold this for long term!
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$SGX(S68.SG$ Why gap down today?
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$Sheng Siong(OV8.SG$ Queue at 1.55 bounced back so fast....
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Captain WoonOP : Really strange and volume not so high today