reports
- Benjaphol Suthwanish
- Carol Dou Xiao Qin
- Claire Wang Kelai
- Heidi Mo Jinghui
- John Cheong Ming Chern
- Jonathan Koh
- Kai Jie Tang
- Kasemsun Koonnara
- Philip Wong
- Sunny Chen
- Tanaporn Visaruthaphong
- Tham Mun Hon
- Thanawat Thangchadakorn
Regional Morning Meeting Notes: Monday, February 16, 2026
Greater China Economics | Money Supply M0 growth was weaker in Jan 26 due to Chinese New Year effects, while M2 growth rose to 9.0% yoy, the highest since 2023. New bank loans surged to Rmb4.71t and new TSF rose to Rmb7.22t, both above consensus forecasts. However, outstanding bank loan growth fell to a record-low 6.1% yoy, highlighting fragile underlying credit demand despite strong front-loaded lending. Sector Update | Healthcare HSHCI rose 1.8%, outperforming the HSI, which declined b...
01093 CSPC PHARMACEUTICAL GROUP LIMITED
00241 ALIBABA HEALTH INFORMATION TECHNOLOGY LTD.
AIY IFAST
01177 SINO BIOPHARMACEUTICAL LIMITED
X2S SINOPHARM GROUP CO. LTD. CLASS H
PTTGC PTT GLOBAL CHEMICAL PUBLIC COMPANY LTD
AOT AIRPORTS OF THAILAND PUBLIC CO. LTD.
KREIT KEPPEL REIT
3933 THE UNITED LABORATORIES INTE
2877 CHINA SHINEWAY PHARMACEUTICA
HCM HUTCHISON CHINA MEDITECH LIMITED
01801 INNOVENT BIOLOGICS INC.
1833 PING AN HEALTHCARE AND TECHNOLOGY COMPANY LIMITED
BRC BRC ASIA LTD
300760 SHENZHEN MINDRAY BIO-MEDICAL ELECTRONICS CO. LTD. CLASS A
1093 CSPC PHARMACEUTICAL GROUP LTD
603259 WUXI APPTEC CO. LTD. CLASS A
2269 WUXI BIOLOGICS (CAYMAN) INC.
3692 HANSOH PHARMACEUTICAL GROUP
06160 BEIGENE LTD.
300765 WUXI APPTEC CO. LTD. CLASS H
99SMART CSPC INNOVATION PHARMACEUTICAL CO L
STECON 99 SPEED MART RETAIL HOLDINGS BHD
ONC@US@ STECON GROUP PUBLIC COMPANY LIMITED
ASL SP BEONE MEDICINE INC
ASL MARINE (ASL SP)
- Jonathan Koh
Keppel REIT (KREIT SP) - 2H25: Retail Ambition Throttled?
KREIT achieved a strong positive rental reversion of 11.5% in 2025. Portfolio valuation increased 3.4% on a same-store basis. Investors would be disappointed if KREIT did not pursue yield-accretive acquisition of retail assets in Singapore, especially those within its sponsor pipeline. Maintain BUY. Target price: S$1.15.
- Heidi Mo Jinghui
- John Cheong Ming Chern
iFAST Corporation (IFAST SP) - 4Q25: Record-High Earnings And Higher D...
iFAST delivered a record-high 2025 PATMI of S$100m, surpassing expectations on strong AUA growth and ePension contributions. The Hong Kong segment exceeded its PBT target, while catalysts from Macau, ORSO and iGB support 2026 growth. Management provided 2026 DPS guidance of at least 10.5 S cents (+25% yoy), reflecting confidence in earnings. Maintain BUY with a 6% higher target price of S$11.77.
- Heidi Mo Jinghui
- Kai Jie Tang
BRC Asia (BRC SP) - 1Q26: A Positive Surprise
BRC Asia reported a strong set of 1QFY26 results, with core earnings rising 27% yoy to S$27.4m, exceeding expectations and accounting for 28% of our FY26 forecast. The orderbook remains robust at S$2.2b, providing healthy earnings visibility in the near to medium term. We maintain our BUY recommendation with a 4% higher PE-based target price of S$5.10.
- Heidi Mo Jinghui
ASL Marine (ASL SP) - 1HFY26: Strong Beat On Repair Momentum; Raise Ta...
ASL Marine reported a strong 1HFY26, with PATMI of S$17.1m beating expectations by 7% on margin expansion and lower finance costs. Ship repair anchors earnings, while its S$107m chartering orderbook improves earnings visibility. With net gearing at 0.77x and cash flow strengthening, we raise our FY26-28 earnings forecast by 10%. Maintain BUY with a 23% higher target price of S$0.43.
- ABGSC Capital Goods Research
- Daniel Vårdal Haugland
- ABGSC Financials Research
- Fredrik Flørnes Støle
- Simon Brun
- ABGSC IT Research
- Dafina Shehu
- Simon Jönsson
- ABGSC Construct. & Real Estate Research
- Fredrik Stensved
- Oscar Lindquist
- ABGSC Construct. & Real Estate Research
- Bengt Jonassen
- Herman Caspersen
- ABGSC Metals & Mining Research
- Bengt Jonassen
- Martin Melbye
- ABGSC Food & Beverage Research
- Mikkel Kousgaard Rasmussen
- ABGSC Credit Research
- Andreas Johannessen
- ABGSC Credit Research
- Andreas Johannessen
- ABGSC IT Research
- Dafina Shehu
- Nikola Kalanoski
Drei besondere Auszeichnungen bei der Guide MICHELIN Restaurant Celebr...
Drei besondere Auszeichnungen bei der Guide MICHELIN Restaurant Celebration Saudi-Arabien 2026 bekannt gegeben Insgesamt umfasst der Guide MICHELIN Saudi-Arabien 2026 51 Restaurants.Elf Häuser wurden mit dem Bib Gourmand ausgezeichnet, 40 weitere sind im diesjährigen Guide vertreten.Im Rahmen der Veranstaltung wurden zudem drei besondere Auszeichnungen bekannt gegeben. RIAD, Saudi-Arabien, Feb. 15, 2026 (GLOBE NEWSWIRE) -- Der Guide MICHELIN Saudi-Arabien 2026 präsentiert die erste Guide MICHELIN Restaurant Celebration und nimmt die lebendige kulinarische Landschaft des Landes in den Fok...
Tres premios especiales anunciados en la celebración de restaurantes d...
Tres premios especiales anunciados en la celebración de restaurantes de la Guía MICHELIN Arabia Saudita 2026 Un total de 51 restaurantes figuran en la Guía MICHELIN Arabia Saudita 2026.11 establecimientos han obtenido la distinción Bib Gourmand, mientras que otros 40 están incluidos en la Guía de este año.Durante la celebración, se anunciaron tres Premios Especiales. RIAD, Arabia Saudita, Feb. 15, 2026 (GLOBE NEWSWIRE) -- La Guía MICHELIN Arabia Saudita 2026 patrocina con orgullo la Celebración Inaugural de Restaurantes de la Guía MICHELIN, destacando el panorama culinario extraordinaria...
3 prix spéciaux au cœur de la cérémonie de sélection du Guide MICHELIN...
3 prix spéciaux au cœur de la cérémonie de sélection du Guide MICHELIN Arabie saoudite 2026 L’édition 2026 du célèbre guide gastronomique met à l’honneur 51 établissements saoudiens.11 adresses ont décroché le label Bib Gourmand et la sélection 2026 référence 40 autres tables.Au cours de la cérémonie, 3 chefs ont décroché un prix spécial. RIYAD, Arabie saoudite, 15 févr. 2026 (GLOBE NEWSWIRE) -- Le Guide MICHELIN Arabie saoudite 2026 a fièrement organisé la toute première cérémonie locale de sa sélection restaurants et fait rayonner la remarquablement dynamique scène culinaire du pays. R...
미쉐린 가이드 레스토랑 셀러브레이션 사우디아라비아 2026에서 3개 특별상 발표
미쉐린 가이드 레스토랑 셀러브레이션 사우디아라비아 2026에서 3개 특별상 발표 미쉐린 가이드 사우디아라비아 2026에는 총 51개 레스토랑이 선정이 중 11곳이 빕 구르망(Bib Gourmand)을, 나머지 40곳이 올해 가이드에 포함됨행사 기간 동안 총 3개의 특별상이 발표 RIYADH, Saudi Arabia, Feb. 16, 2026 (GLOBE NEWSWIRE) -- 미쉐린 가이드 사우디아라비아 2026(The MICHELIN Guide Saudi Arabia 2026 )은 사우디의 역동적인 미식 문화를 기념하는 첫 번째 ‘미쉐린 가이드 레스토랑 셀러브레이션’(MICHELIN Guide Restaurant Celebration )을 자랑스럽게 개최했다. 올해 선정에서는 한층 세련되고 다양해진 사우디 다이닝 신을 반영해 총 51개 레스토랑이 가이드에 새롭게 이름을 올렸다. 이 가운데 11곳은 뛰어난 가성비와 탁월한 요리를 인정받아 ‘빕 구르망(Bib Gourmand)’을 수상했으며, 40곳은 ‘셀렉티드(Selected)’ 부문에 선정됐다. 이번 행사는 미쉐린 가이드 역사상 처음으로 전용 웹사이트()를 통해 단계적으로 공개되는 방식으로 진행...
3 פרסים מיוחדים הוכרזו בחגיגת המסעדות של מדריך מישלן בערב הסעודית 2026
3 פרסים מיוחדים הוכרזו בחגיגת המסעדות של מדריך מישלן בערב הסעודית 2026 סך הכל 51 מסעדות מופיעות במדריך מישלן ערב הסעודית לשנת 2026.11 מוסדות זכו בתואר Bib Gourmand, בעוד 40 נוספים נכללים במדריך השנה.במהלך החגיגות הוכרזו 3 פרסים מיוחדים. ריאד, ערב הסעודית, Feb. 15, 2026 (GLOBE NEWSWIRE) -- מדריך מישלן ערב הסעודית 2026 (The MICHELIN Guide Saudi Arabia 2026 ) אירח בגאווה את חגיגת המסעדות הראשונה של מדריך מישלן, החוגגת את הנוף הקולינרי הדינמי להפליא של ערב הסעודית. מבחר המסעדות השנה הציג את התחכום והגיוון הגדלים של סצנת הקולינריה הסעודית, כאשר 51 מסעדות הצטרפו למדריך. באופן מרשים, 11 מהן...
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