Leading Independent Investment Research, Morningstar, Inc.

Morningstar

Leading Independent Investment Research

Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. 

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Equity Bottom-Up

<ul><li>We lower our earnings forecast and fair value estimate on Keppel Corp as we scale back our expectations on the company's offshore and marine, or O&amp;M, segment activities amid project deferments which are likely to weigh on margins.</li><li>The company's nine months net profit and revenue declined 3% year on year and 17% year on year, respectively, to SGD 1.12 billion and SGD 7.8 billion.</li></ul>Analyst: John Hu

We lower our earnings forecast and fair value estimate on Keppel Corp as we scale back our expectations on the company's offshore and marine, or O&amp;M, segment activities amid project deferments which are likely to weigh on margins.The company's nine months net profit and revenue declined 3% year on year and 17% year on year, respectively, to SGD 1.12 billion and SGD 7.8 billion.Analyst: John Hu

This quality rig builder has pricing power, but low-cost competitors are gaining traction.

Head of Digital Services at Singapore Post Ltd, Singapore Post Limited

Bernard Leong

Head of Digital Services at Singapore Post Ltd

Singapore Post Limited

Thematic (Sector/Industry)

How should digital leaders advise businesses? Two ways: target the high and low ends of the market while allowing cannibalisation against their current business model in a controlled pace.&nbsp;The trick lies in capital allocation and separation of the products/services moving towards both ends. Digital products often require high cost of acquisition contrary to perception by businesses that it is cheaper against traditional channels.

How should digital leaders advise businesses? Two ways: target the high and low ends of the market while allowing cannibalisation against their current business model in a controlled pace.&nbsp;The trick lies in capital allocation and separation of the products/services moving towards both ends. Digital products often require high cost of acquisition contrary to perception by businesses that it is cheaper against traditional channels.

Digital disruption bifurcates traditional market segmentation

Singapore

Sembcorp Industries Ltd provides utilities and integrated services for industrial sites such as power, gas, steam, water, wastewater treatment and other on-site services. The Company's businesses also include marine & offshore engineering and urban development comprising industrial parks and business, commercial and residential spaces.

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Sembcorp Industries (SCI SP)

This quality rig builder has pricing power, but low-cost competitors are gaining traction.

We lower our earnings forecast and fair value estimate on Keppel Corp as we scale back our expectations on the company's offshore and marine, or...

Morningstar, Inc.

Digital disruption bifurcates traditional market segmentation

How should digital leaders advise businesses? Two ways: target the high and low ends of the market while allowing cannibalisation against their...

Bernard Leong

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