Xiaomi Corp (Ticker: 1810 HK)
Recommendation: BUY
Fair Value: HKD 40.50
OCBC Investment Research highlights Xiaomi Corp’s ambitious target to increase electric vehicle (EV) shipments in 2025. The company’s strategic efforts in diversifying its revenue streams, particularly through its EV business, position it as a promising growth stock. Investors are encouraged to capitalize on Xiaomi’s innovative ventures and competitive pricing strategies in the EV market.
Tencent Holdings (Ticker: 700 HK)
Recommendation: BUY
Fair Value: HKD 560.00
Tencent Holdings faces challenges following its inclusion on the U.S. list of Chinese Military Companies. Despite this regulatory setback, Tencent’s robust ecosystem and diversified revenue streams make it a resilient player in the tech industry. The company’s ability to innovate across gaming, social media, and cloud services underpins its long-term growth potential, presenting a buying opportunity for investors.
China Longyuan Power (Tickers: 916 HK / 001289 CH)
Recommendation: BUY
Fair Value: HKD 8.40 / CNY 18.00
China Longyuan Power is well-positioned to benefit from favorable policy catalysts in 2025. The company’s focus on renewable energy projects and its alignment with China’s decarbonization goals make it a compelling investment. Analysts highlight potential risks but remain optimistic about the long-term outlook given its strategic initiatives in wind energy.
Keppel DC REIT (Ticker: KDCREIT SP)
Recommendation: BUY
Fair Value: SGD 2.44
Keppel DC REIT’s strong positioning in the data center sector is underscored as a key growth driver. The REIT benefits from increased digitalization trends, making it a reliable choice for investors seeking exposure to this high-growth industry. Analysts emphasize its strategic acquisitions and operational efficiency as factors supporting its upward trajectory.
China Construction Bank (Tickers: 939 HK / 601939 CH)
Recommendation: BUY
Fair Value: HKD 8.07 / CNY 10.11
China Construction Bank remains the preferred play among Chinese banks due to its stable asset quality and strong growth momentum. Analysts note the bank’s prudent management of credit risks and its ability to maintain resilient earnings despite a challenging macroeconomic environment. The recommendation reflects confidence in its consistent performance.
Industrial and Commercial Bank of China (Tickers: 1398 HK / 601398 CH)
Recommendation: BUY
Fair Value: HKD 6.36 / CNY 7.63
Industrial and Commercial Bank of China is highlighted for its stable asset quality and effective risk management. The bank’s strong capital position and ability to navigate economic uncertainties make it a solid choice for investors. Analysts remain optimistic about its growth prospects amid improving economic conditions in China.
China Mobile (Ticker: 941 HK)
Recommendation: BUY
Fair Value: HKD 93.10
China Mobile’s commitment to enhancing shareholder returns is a key factor behind its positive recommendation. The company’s focus on 5G expansion, coupled with its ability to generate steady cash flows, underscores its attractiveness as a long-term investment. Analysts view its dividend policy and growth strategy favorably.
Singapore Post (Ticker: SPOST SP)
Recommendation: HOLD
Fair Value: SGD 0.54
Singapore Post faces headwinds amidst evolving market dynamics and operational challenges. While the company remains a key player in the logistics space, analysts suggest a cautious approach due to uncertainties in its revenue growth. The HOLD recommendation reflects the need for clarity on its future strategic direction.
Apple Inc. (Ticker: AAPL US)
Recommendation: HOLD
Fair Value: USD 259.00
Apple is expected to experience a pivotal year in 2025, driven by advancements in its intelligent devices and ecosystem. While its strong brand and innovative capabilities remain intact, analysts recommend a HOLD due to valuation concerns. Investors are advised to monitor developments closely as Apple navigates a competitive landscape.
DBS Group Holdings Ltd (Ticker: DBS SP)
Recommendation: HOLD
Fair Value: SGD 45.20
DBS Group continues to demonstrate resilience through its robust capital position and ongoing share buybacks. However, analysts remain cautious, noting potential challenges in maintaining earnings growth amidst macroeconomic uncertainty. The HOLD recommendation reflects a balanced view of its risks and opportunities.
