Manulife US REIT - All Bad But Negatives Largely Priced In
We estimate that Manulife US REIT's portfolio occupancy could deteriorate by 9ppt to 79% by end-24 if vacant spaces are not backfilled.
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City Developments - Hospitality Segment To Drive Growth
Impact of latest property cooling measures manageable with most of its launches in the mid-tier and mass market segments. The Myst remains on track...
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Top Glove - 3QFY23 Losses Narrow But Disappoint Expectations
Top Glove's operational losses more than halved following raised ASPs and lower energy costs. But overall 3QFY23 earnings disappointed as volume...
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AEM - Cautious On Rally From AI Hype; Earnings Could Miss On Overoptimistic Estimates
AEM’s one-month share price rally of about 30% was largely driven by the increased interest in AI-related stocks from positive developments in the...
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Uni-Asia Group - Waiting For Supply To Bite
The average charter rate in 1Q23 for Uni-Asia Group (SGX:CHJ) was US$12,423/day, a 33% y-o-y decline and below our US$14,500/day estimate for FY23e.
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