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Posts Tagged ‘analysts’

Samsung May Be Apple’s First Real Mobile Competitor: Analysts

While Apple revolutionized the mobile industry, Samsung chugged away in the background. Now its poised to become Apples first real competitor. – This week, smartphone giants Nokia, Motorola Mobility and Samsung posted fourth-quarter
earnings that, each in its own way, reflected the looming presence and successes of Apple.

Motorola CEO Sanjay Jha noted that the Android-booster had
made strides in the smartphone space during the quarter,…


Keppel +4.9%; analysts laud results; $12.00 cap

Keppel Corp. (BN4.SG) is +4.9% at $11.90 in active trade of almost 9 million shares, at its highest level since June 2008, as analysts laud the rig builder’s 4Q results and increase target prices and earnings estimates. 

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Google CEO Change Sparks Mixed Feelings Among Analysts

Analysts reacted differently to Google CEO Eric Schmidt’s pledge to vacate his role this April, leaving Google co-founder Larry Page in his place. – Google CEO Eric Schmidt’s announcement
that he is relinquishing his title to company co-founder Larry Page has
hijacked the news cycle throughout the tech industry in the last two days.
Schmidt made the news on Google’s fourth-quarter earnings call Jan. 20.
The news was a bombshell for analysts …


Network-Security Spending to Double to More than $10B by 2016: Analysts

Thanks to the economic recovery, hardware replacement programs, mobile devices, sophisticated cyber-threats and changing technology, such as cloud computing, network security spending will exceed $10 billion in five years, analysts said. – Global network and data-security spending will exceed $10
billion by 2016, according to a market forecast from ABI Research, announced on
Jan. 10.
Spending on secure routers, unified threat-management
appliances, VPNs, network-access control, firewalls and
intrusion detection/prevention systems…


BlackBerry tablet will be a winner: Market analysts

blackberry tabletWith its monopoly in the business handset market under onslaught from Google’s Android devices and Apple’s iPhone, BlackBerry maker Research In Motion (RIM) is now shifted its focus entirely to its tablet Playbook. In the projected 55-million tablet market this year with iPad in the clear lead, RIM is trying “everything right first time” before [...]

GLP +1.9% in active trade; analysts laud China buy

GLP (MC0.SG) is up 1.9% at $2.20 in active trade, extending Wednesday’s 0.9% gain, which came on news late Tuesday that a unit of Singapore’s GIC sovereign wealth fund, which provides logistics facilities in China and Japan, will acquire a 53% stake in China’s Airport City Development for US$375 million ($484.4 million). 

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Virtualization, EHR-Linked Devices, m-Health to Lead Health Care IT in 2011: Analysts

In 2011, we’ll see EHRs reach the adoption phase, data centers get virtualized, stand-alone medical devices connect to EHRs and m-health take off, according to industry experts. – As we move into 2011, the
Obama administration’s meaningful-use requirements governing health care IT and
EHRs (electronic health records) will continue to influence how health care
companies adopt technology to improve patient care.

In 2010, companies began to purchase EHR applications, but …


Analysts: Election campaign begins

A statement made by MlaÄ‘an Dinkić taking “some credit” for Boris Tadić’s presidential victory in 2008 raises several questions, say analysts. They are concerned about the state of relations within the ruling coalition, and also that the tone of the statement made during recent interview could mean that an election campaign has already begun.

Microsoft Bing Beat Google in Social in 2010: Analysts

Microsoft Bing may be well behind Google in the search market, but it has trumped Google in social software tools, thanks to its Liked Results deal with Facebook. – Microsoft announced several updates
to its Bing search engine, including improvements to its user experience, local
and mobile capabilities.
Google has made great strides in these areas, too. The
leading search engine launched its Google Places local business search in April, overhauled its sear…


Wilmar down 3%; Losing focus: Analysts

Wilmar (F34.SG) is down 3% at a 6-month low of $5.74 on concerns the group may be losing its focus as it ventures into property development in China with Kerry Properties (0683.HK) and Shangri-la Asia (0069.HK).

OSK, which has a Buy call with a $7.35 target, says while the project in Liaoning’s Yingkou City would be profitable given the expertise of Wilmar’s partners, “this could mark the start of Wilmar’s loss of business focus and corporate discipline.”

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Wilmar down 3%; Losing focus: Analysts

Wilmar (F34.SG) is down 3% at a 6-month low of $5.74 on concerns the group may be losing its focus as it ventures into property development in China with Kerry Properties (0683.HK) and Shangri-la Asia (0069.HK).

OSK, which has a Buy call with a $7.35 target, says while the project in Liaoning’s Yingkou City would be profitable given the expertise of Wilmar’s partners, “this could mark the start of Wilmar’s loss of business focus and corporate discipline.”

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Developers, Project Managers, Business Analysts in Demand for 2011

Application experts in Java, .Net, mobile applications and those who bridge the technology and business gaps are hot commodities for 2011. Security is also still on the hiring agenda, though salaries are not gaining a lot of steam in the coming year. – There
is more evidence that recruiters expect to see an uptick in technology job
hiring activity for the coming year, finds a monthly report from technology job
board Dice, which surveyed 850 human resource leaders and hiring managers.
Forty-six percent of recruiters expect to see more hiring in…


Analysts Find 2010 IT Hiring Picture to Be Meager

Analysts dissecting the technology hiring picture in 2010 see little growth and a lot of movement to rent or lease talent rather than hand out full-time salaries and benefits. Some see 2011 in the same light: Plenty of work and business for contractors, consultants and managed service providers. – With
the last month of the year in full swing and November hiring numbers flat,
analysts watching the five segments of technology jobs as categorized by the
U.S. governments Bureau of Labor Statistics find 2010 as a year of flat hiring
rather than growth.

“There has been a slight increase in…


Google eBooks Paves Way for Ad-Supported Media Cloud: Analysts

Google eBooks, Google TV and perhaps even Google Music could form the bedrock of a great, ad-supported media cloud, analysts from Gartner and Forrester Research believe. – Analysts believe Google’s eBooks service could shake up the market Amazon
and others have cultivated if Google chooses to create an ad-supported media
cloud storefront where consumers procure TV, books and eventually music.
Google eBooks and the corresponding eBookstore launched Dec. 6 to let con…


SIA +0.3%; Market, analysts shrug off provisions

Singapore Airlines (C6L.SG) +0.3% at $15.88, extending yesterday’s 2.7% rise which came despite news carrier setting aside $61.92 million this FY to pay fine in US relating to cargo price fixing investigation.

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SembMarine rig deal affirms rosy outlook: Analysts

SembCorp Marine (S51.SG) remains +0.4% at $4.97, after announcing US$195 million ($254 million) rig contract, says Dow Jones.

The modest gains in thin volume in line with peers Keppel (BN4.SG), flat at $10.70, SembCorp Industries (U96.SG), +0.6% at $4.87, as three stocks’ sharp run up since early October likely prices in rosier outlook for orders.

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S-REITS underperform but outlook upbeat: Analysts

S-REITS underperforming broader market, but declines not sector specific: “Hedge funds are in a ‘risk-off’ mode, so there are long-only hedge funds taking risk off the table, it’s not just REITs,” says an analyst at a foreign house.

Analysts broadly upbeat on sector outlook, especially office: Nomura expects more upside to office landlords “as a rising asset cycle lifts their underlying book values.” Says office landlords typically see price performance tied to asset cycle while office REITs depicted as ‘yield plays’, says “investors should keep an eye on asset values rather than simply focusing on yields to assess potential unit price performance.”

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Analysts on Brammertz’s visit

Analysts assess that Belgrade does not have any important news for Hague Tribunal Chief Prosecutor Serge Brammerz who will visit Serbia tomorrow.

They say that the main topic of the talks will be arrest of the remaining Hague fugitives.

Swiber off 2.8%; Better earnings ahead: Analysts

Swiber (AK3.SG) off 2.8% at $1.05 as weaker 3Q10 results take toll; net profit down 51.8% on year, down 49.4% on quarter, at US$7.0 million ($9 million) on higher operating costs, lower gains from asset sales, reduced contributions from associates, according to Dow Jones.

Still, longer-term earnings outlook remains favorable as provider of construction services to offshore oil & gas sector has U$800 million ($1 billion) orderbook to support results over next 2 years.

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DBS profit beats analysts’ estimates on loan growth: Update

DBS Group Holdings, Southeast Asia’s biggest bank, reported third-quarter profit that beat analysts’ estimates as loan growth outweighed narrowing interest margins.

Net income climbed 28% to a record $722 million in the three months ended Sept. 30, from $563 million a year earlier, the Singapore-based company said in a statement today. That beat the $655.3 million average of nine estimates compiled by Bloomberg.

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