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!
$UOB(U11.SI)$ An undervalued gem in my book 💎 Growing its ASEAN business, biggest boost to Net Interest Income from rising rates and rewarding shareholders with generous dividends. Not the loudest name, but plenty to like for the long game!
DBS, UOB and NVDA! Both Singapore banks have valuation upside and are 4.4-4.6% dividend generators. NVDA is the dominant AI player - it is basically the entire AI eco system now
$DBS(D05.SI)$ I think in the midst of this pullback, let's not lose sight of the facts: 1) its fundamentals are sound and growth prospects remain healthy, 2) dividends remain well above 4%, 3) it has target prices as high as $91 and remains a consensus strong buy across most analysts