$UOB(U11.SI)$ UOB remains a compelling long-term value play as record fee income, growing lending and improving overall asset quality cushion margin pressure, while its valuation discount offers upside!
My choice for $Microsoft(MSFT)$ post results would be B (up 5-10%). I think results will again beat expectations and cash flow will remain positive. MSFT’s fundamentals are among the best in the market and I’m glad I’m a shareholder!
$Singtel(Z74.SI)$ if even insiders are buying back in huge amounts, that's when you know a stock is very undervalued. Also paying out a healthy 4% dividend
Insider Stakes Rise Alongside S$40 Million of Buybacks
$Singtel(Z74.SI)$ Bullish on Singtel due to stronger regional associate earnings, improving Optus performance and growth from Nxera data centres and RE:AI, alongside potential higher dividends from asset monetisation (including STT GDC). The new 5-year Ericsson partnership will unlock more revenue as well. Finally, DBS just raised its Singtel target to S$5.46 from S$5.36, with some target prices as high as S$6.20, representing close to 50% upside!
$UOB(U11.SI)$ Jefferies has the highest UOB target price at S$48.00 (Buy), followed by RHB at S$47.60 (Buy), Morgan Stanley at S$46.70 (Buy) and Macquarie at S$46.57 (Outperform). Enough said!