Date | Analyst | Company | Last | Target | Call | Valuation |
03/01/19 | OCBC | Yanlord | 1.39 | 1.75 | Buy | PER5x |
04/12/19 | OCBC | Yanlord | 1.47 | 1.75 | Buy | PER5x FY19 |
05/16/19 | OCBC | Yanlord | 1.44 | 1.68 | Buy | PER5x FY19/20 |
05/17/19 | DBS Vickers | Yanlord | 1.44 | 1.47 | Hold | PER6x FY19/20 |
07/15/19 | OCBC | Yanlord | 1.32 | 1.68 | Buy | |
08/14/19 | OCBC | Yanlord | 1.13 | 1.68 | Buy | PER5x FY19/20 |
Discussion forum on Singapore stocks and current affairs.
Tuesday, December 31, 2019
Yanlord - Stock calls
Yangzijiang - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/04/19 | DBS Vickers | Yangzijiang | 1.42 | 1.82 | Buy | |
03/01/19 | CIMB | Yangzijiang | 1.43 | 1.61 | Add | Sum of parts |
03/04/19 | OCBC | Yangzijiang | 1.44 | 1.44 | Hold | |
03/04/19 | UOB Kay Hian | Yangzijiang | 1.44 | 1.39 | Hold | PB0.9x FY19, Buy @ $1.25 |
03/04/19 | DBS Vickers | Yangzijiang | 1.44 | 1.82 | buy | Sum of parts, PB1.1x |
05/02/19 | CIMB | Yangzijiang | 1.57 | 1.61 | Hold | Sum of parts |
05/02/19 | OCBC | Yangzijiang | 1.57 | 1.45 | Hold | Sum of parts |
05/02/19 | DBS Vickers | Yangzijiang | 1.57 | 1.82 | Buy | Sum of parts |
06/11/19 | OCBC | Yangzijiang | 1.4 | 1.45 | Hold | |
07/18/19 | DBS Vickers | Yangzijiang | 1.5 | 1.82 | Buy | |
08/07/19 | DBS Vickers | Yangzijiang | 1.37 | 1.82 | Buy | Sum of parts |
08/13/19 | CIMB | Yangzijiang | 1.04 | 1.61 | Hold | Sum of parts |
09/10/19 | UOB Kay Hian | Yangzijiang | 0.98 | 1.46 | Buy | PB0.84x |
10/09/19 | UOB Kay Hian | Yangzijiang | 0.95 | 1.46 | Buy | |
11/12/19 | UOB Kay Hian | Yangzijiang | 0.98 | 1.46 | Buy | PB0.9x |
11/18/19 | DBS Vickers | Yangzijiang | 1 | 1.68 | Buy | Sum of parts |
11/25/19 | CIMB | Yangzijiang | 1.02 | 1.45 | Add | |
12/11/19 | UOB Kay Hian | Yangzijiang | 1.09 | 1.46 | Buy | PB0.84x |
12/23/19 | DBS Vickers | Yangzijiang | 1.07 | 1.68 | Buy | |
12/27/19 | CIMB | Yangzijiang | 1.13 | 1.45 | Add |
Y Venture - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/28/19 | DBS Vickers | Y Venture | 0.13 | 0.11 | Cease Coverage | EV/Ebitda14x FY19 |
01/28/19 | CIMB | Y Venture | 0.13 | 0.1 | Reduce | PB1.7x FY20 |
03/08/19 | Phillip | Y Venture | 0.078 | 0.16 | Buy | PER30x |
03/25/19 | CIMB | Y Venture | 0.06 | 0.15 | Add | |
04/17/19 | Phillip | Y Venture | 0.156 | 0.16 | Cease Coverage |
Stock calls for 31 December 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
12/31/19 | CIMB | AEM | 1.99 | 2.12 | Add |
How is China's economy doing? - Part 2
https://finance.yahoo.com/news/china-markets-following-positive-pmi-214800477.html
China PMI showed a positive reading of 50.2 again in December.
We had stated on numerous occasions that China PMI would be in an expansion mode compared to the US PMI.
The accelerating China PMI will be supporting its economy.
Monday, December 30, 2019
Wing Tai - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/14/19 | OCBC | Wing Tai | 2.03 | 2.41 | Buy | |
04/17/19 | OCBC | Wing Tai | 2.06 | 2.41 | Buy | |
05/14/19 | OCBC | Wing Tai | 2.01 | 2.41 | Buy | |
06/27/19 | OCBC | Wing Tai | 2.05 | 2.41 | Buy | |
07/15/19 | OCBC | Wing Tai | 2.07 | 2.41 | Buy | |
10/15/19 | OCBC | Wing Tai | 2.07 | 2.27 | Buy |
Wilmar - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/02/19 | DMG & Partners | Wilmar | 3.16 | 3.58 | Buy | |
01/03/19 | UOB Kay Hian | Wilmar | 3.13 | 3.9 | Buy | |
02/20/19 | OCBC | Wilmar | 3.37 | 3.42 | Hold | |
02/20/19 | UBS | Wilmar | 3.37 | 3.8 | Buy | |
02/22/19 | DMG & Partners | Wilmar | 3.39 | 3.58 | Buy | |
02/22/19 | CIMB | Wilmar | 3.39 | 3.96 | Add | Sum of parts |
02/22/19 | UOB Kay Hian | Wilmar | 3.39 | 3.9 | Buy | |
02/25/19 | DMG & Partners | Wilmar | 3.26 | 3.63 | Buy | Sum of parts |
02/25/19 | DBS Vickers | Wilmar | 3.26 | 3.6 | Buy | DCF, PER15.4x FY19 |
03/12/19 | CIMB | Wilmar | 3.2 | 3.96 | Add | Sum of parts |
03/12/19 | DBS Vickers | Wilmar | 3.2 | 3.6 | Buy | |
03/13/19 | DMG & Partners | Wilmar | 3.24 | 3.63 | Buy | |
03/20/19 | UOB Kay Hian | Wilmar | 3.3 | 3.9 | Buy | |
04/08/19 | UOB Kay Hian | Wilmar | 3.48 | 3.9 | Buy | |
04/09/19 | OCBC | Wilmar | 3.49 | 3.44 | Hold | PB0.9x |
04/09/19 | CIMB | Wilmar | 3.49 | 3.96 | Add | |
05/02/19 | UOB Kay Hian | Wilmar | 3.64 | 3.9 | Buy | |
05/13/19 | DMG & Partners | Wilmar | 3.51 | 3.8 | Buy | Sum of parts |
05/13/19 | DBS Vickers | Wilmar | 3.51 | 3.86 | Buy | DCF, PER15.6x FY19 |
05/16/19 | DMG & Partners | Wilmar | 3.5 | 3.94 | Buy | Sum of parts |
05/16/19 | OCBC | Wilmar | 3.5 | 3.66 | Hold | PB0.95x |
05/16/19 | CIMB | Wilmar | 3.5 | 3.96 | Add | Sum of parts |
06/06/19 | DMG & Partners | Wilmar | 3.3 | 3.94 | Buy | |
06/13/19 | UOB Kay Hian | Wilmar | 3.41 | 3.9 | Buy | PER12.8x FY20 |
07/03/19 | Kim Eng | Wilmar | 3.73 | 4.21 | Buy | DCF & PER17.5x FY20 |
07/09/19 | UOB Kay Hian | Wilmar | 3.79 | 3.9 | Buy | |
07/09/19 | UBS | Wilmar | 3.79 | 4.5 | Buy | |
07/15/19 | DMG & Partners | Wilmar | 3.76 | 4.5 | Buy | Sum of parts |
07/16/19 | CIMB | Wilmar | 3.83 | 5.54 | Add | Normal target price is $3.96 |
07/16/19 | DBS Vickers | Wilmar | 3.83 | 4.3 | Buy | Sum of parts, PER16.2x FY20 |
07/17/19 | OCBC | Wilmar | 3.83 | 4.26 | Buy | Sum of parts |
07/26/19 | UOB Kay Hian | Wilmar | 4.06 | 4.5 | Buy | Sum of parts |
08/14/19 | DMG & Partners | Wilmar | 4.05 | 4.5 | Buy | Sum of parts |
08/14/19 | UOB Kay Hian | Wilmar | 4.05 | 4.5 | Buy | |
08/15/19 | UOB Kay Hian | Wilmar | 3.86 | 4.4 | Buy | |
08/16/19 | OCBC | Wilmar | 3.78 | 4.26 | Buy | |
08/16/19 | DBS Vickers | Wilmar | 3.78 | 4.25 | Buy | Sum of parts, PER16.3x FY20 |
08/22/19 | CIMB | Wilmar | 3.81 | 4.58 | Add | |
08/22/19 | Kim Eng | Wilmar | 3.81 | 3.89 | Hold | |
09/04/19 | Kim Eng | Wilmar | 3.8 | 3.89 | Hold | DCF |
09/11/19 | DMG & Partners | Wilmar | 3.8 | 4.5 | Buy | Sum of parts |
09/13/19 | DBS Vickers | Wilmar | 3.86 | 4.25 | Buy | Sum of parts, PER16.3x FY20 |
09/24/19 | UOB Kay Hian | Wilmar | 3.72 | 4.4 | Buy | |
09/30/19 | DMG & Partners | Wilmar | 3.72 | 4.75 | Buy | Sum of parts |
10/09/19 | Kim Eng | Wilmar | 3.63 | 3.89 | Hold | DCF |
10/09/19 | UOB Kay Hian | Wilmar | 3.63 | 4.4 | Buy | |
11/12/19 | UOB Kay Hian | Wilmar | 3.83 | 4.4 | Buy | |
11/13/19 | DMG & Partners | Wilmar | 3.85 | 4.75 | Buy | Sum of parts |
11/14/19 | DBS Vickers | Wilmar | 3.96 | 4.35 | Buy | Sum of parts, PER16.3x FY20 |
11/25/19 | CIMB | Wilmar | 4.1 | 4.58 | Add | |
12/10/19 | UOB Kay Hian | Wilmar | 4.1 | 4.75 | Buy | Sum of parts |
12/10/19 | DBS Vickers | Wilmar | 4.1 | 4.6 | Buy | Sum of parts, PER17.6x FY20 |
12/19/19 | DMG & Partners | Wilmar | 4.08 | 4.75 | Buy |
Venture - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/02/19 | DMG & Partners | Venture | 13.85 | 19 | Buy | PER14x FY19 |
01/07/19 | UOB Kay Hian | Venture | 13.71 | 12.9 | Hold | |
01/07/19 | Lim & Tan | Venture | 13.71 | 0 | Buy | |
01/08/19 | Kim Eng | Venture | 14.44 | 17.48 | Buy | PB2x FY19, PER14.4x FY19 |
02/11/19 | UOB Kay Hian | Venture | 15.72 | 12.9 | Hold | PER11x FY19, Buy @ $12.40 |
02/12/19 | CIMB | Venture | 15.97 | 17.44 | Add | PER12.56x FY20 |
02/25/19 | CIMB | Venture | 16.12 | 17.88 | Add | PER12.56x FY20 |
02/25/19 | Kim Eng | Venture | 16.12 | 19.23 | Buy | Roe-g/Coe-g, PB2.2x FY19 |
02/25/19 | DMG & Partners | Venture | 16.12 | 19 | Buy | |
02/25/19 | DBS Vickers | Venture | 16.12 | 21.7 | Buy | PER15.8x FY19 |
02/25/19 | Lim & Tan | Venture | 16.12 | 0 | Buy | |
02/25/19 | OCBC | Venture | 16.12 | 20.89 | Buy | PER15x |
03/19/19 | DMG & Partners | Venture | 18 | 19 | Buy | |
03/29/19 | DBS Vickers | Venture | 17.8 | 21.7 | Buy | |
04/03/19 | Lim & Tan | Venture | 18.6 | 0 | Hold | |
04/26/19 | OCBC | Venture | 19.29 | 20.89 | Buy | PER15x FY19/20 |
04/26/19 | DMG & Partners | Venture | 19.29 | 19 | Neutral | |
04/26/19 | DBS Vickers | Venture | 19.29 | 21.7 | Buy | PER15.8x FY19 |
04/29/19 | CIMB | Venture | 17.52 | 17.88 | Hold | PER12.5x |
04/29/19 | Kim Eng | Venture | 17.52 | 19.74 | Hold | Roe-g/Coe-g, PB2.2x FY19 |
05/02/19 | Lim & Tan | Venture | 16.97 | 0 | Buy on weakness | |
05/03/19 | UOB Kay Hian | Venture | 17.4 | 19.01 | Hold | Buy @ $17 |
06/11/19 | Kim Eng | Venture | 15.7 | 19.74 | Buy | Roe-g/Coe-g, PB2.2x FY19 |
06/25/19 | Lim & Tan | Venture | 17.3 | 0 | Hold | |
06/26/19 | DMG & Partners | Venture | 16.46 | 16.3 | Neutral | PER13x FY19 |
06/26/19 | UOB Kay Hian | Venture | 16.46 | 17.91 | Hold | PER14x FY19, Buy at $15 |
06/26/19 | CLSA | Venture | 16.46 | 17.3 | Underperform | |
07/05/19 | Lim & Tan | Venture | 16.35 | 0 | Hold | |
07/15/19 | DBS Vickers | Venture | 14.9 | 18.6 | Buy | PER13.7x FY20 |
07/15/19 | UOB Kay Hian | Venture | 14.9 | 17.91 | Hold | |
07/16/19 | CIMB | Venture | 15 | 15.73 | Hold | PER12.5x CY20 |
07/22/19 | Kim Eng | Venture | 15.54 | 19.74 | Buy | Roe-g/Coe-g |
08/13/19 | Kim Eng | Venture | 14.76 | 18.88 | Buy | Roe-g/Coe-g, PB2.2x FY19 |
08/13/19 | DMG & Partners | Venture | 14.76 | 16.3 | Buy | PER13x FY19 |
08/13/19 | CIMB | Venture | 14.76 | 16.28 | Add | PER12,5x |
08/13/19 | UOB Kay Hian | Venture | 14.76 | 17.7 | Buy | PER14x |
08/13/19 | DBS Vickers | Venture | 14.76 | 18.6 | Buy | PER13.7x FY20 |
08/13/19 | Lim & Tan | Venture | 14.76 | 0 | Hold | |
08/14/19 | DIR | Venture | 15.28 | 17.9 | Outperform | |
08/14/19 | OCBC | Venture | 15.28 | 18.42 | Buy | PER14x |
09/09/19 | Kim Eng | Venture | 15.48 | 18.88 | Buy | Roe-g/Coe-g, PB2.2x FY19 |
09/11/19 | Macquarie | Venture | 15.33 | 17.7 | Outperform | Roe-g/Coe-g,PER14x FY19 |
09/27/19 | CIMB | Venture | 15.26 | 16.28 | Add | |
09/30/19 | Phillip | Venture | 15.27 | 17.68 | Buy | PER14x |
10/01/19 | UOB Kay Hian | Venture | 15.31 | 17.7 | Buy | |
10/01/19 | DBS Vickers | Venture | 15.31 | 18.6 | Buy | |
10/08/19 | DMG & Partners | Venture | 15.42 | 16.3 | Buy | |
10/11/19 | Phillip | Venture | 15.17 | 17.68 | Buy | |
10/21/19 | CIMB | Venture | 15.35 | 16.28 | Add | PER12.5x |
10/23/19 | Macquarie | Venture | 15.38 | 17 | Outperform | |
10/29/19 | Kim Eng | Venture | 15.29 | 18.85 | Buy | PB2.1x FY20 |
11/11/19 | Phillip | Venture | 16.6 | 17.18 | Accumulate | PER14x FY19 |
11/11/19 | Kim Eng | Venture | 16.6 | 16.91 | Hold | PB1.8x FY20 |
11/11/19 | DMG & Partners | Venture | 16.6 | 16.3 | Neutral | PER13x FY19 |
11/11/19 | CIMB | Venture | 16.6 | 16.88 | Hold | PER12.5x |
11/11/19 | UOB Kay Hian | Venture | 16.6 | 16.67 | Hold | PER14x FY20 |
11/11/19 | DBS Vickers | Venture | 16.6 | 17.2 | Hold | PER13.7x FY20 |
11/11/19 | Lim & Tan | Venture | 16.6 | 0 | Sell | |
12/10/19 | DMG & Partners | Venture | 15.76 | 16.3 | Neutral |
Valuetronics - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/04/19 | UOB Kay Hian | Valuetronics | 0.66 | 0.87 | Buy | |
01/07/19 | DMG & Partners | Valuetronics | 0.675 | 0.82 | Buy | |
01/08/19 | Kim Eng | Valuetronics | 0.69 | 0.9 | Buy | PB1.9x FY19 |
02/14/19 | Kim Eng | Valuetronics | 0.74 | 1.05 | Buy | ROE-g/COE-g, PB2.1x FY20 |
02/14/19 | DMG & Partners | Valuetronics | 0.74 | 0.78 | Neutral | DCF |
02/14/19 | CIMB | Valuetronics | 0.74 | 0.73 | Hold | PER8.5x CY19 |
02/15/19 | UOB Kay Hian | Valuetronics | 0.71 | 0.87 | Buy | |
03/19/19 | DMG & Partners | Valuetronics | 0.69 | 0.78 | Neutral | |
03/21/19 | Kim Eng | Valuetronics | 0.685 | 1.05 | Buy | PB2.1x FY20 |
04/09/19 | Kim Eng | Valuetronics | 0.7 | 1.05 | Buy | |
05/27/19 | DMG & Partners | Valuetronics | 0.61 | 0.67 | Neutral | DCF |
05/31/19 | DMG & Partners | Valuetronics | 0.625 | 0.61 | Neutral | DCF |
05/31/19 | UOB Kay Hian | Valuetronics | 0.625 | 0.8 | Buy | |
06/03/19 | CIMB | Valuetronics | 0.605 | 0.63 | Hold | PER8x CY20 |
06/11/19 | Kim Eng | Valuetronics | 0.64 | 0.99 | Buy | PB2x FY20 |
08/16/19 | Kim Eng | Valuetronics | 0.62 | 0.94 | Buy | ROE-g/COE-g, PB1.9x FY20 |
08/16/19 | DMG & Partners | Valuetronics | 0.62 | 0.61 | Neutral | DCF |
08/16/19 | UOB Kay Hian | Valuetronics | 0.62 | 0.8 | Buy | |
10/08/19 | DMG & Partners | Valuetronics | 0.615 | 0.61 | Neutral | |
10/11/19 | UOB Kay Hian | Valuetronics | 0.615 | 0.8 | Buy | PER11x FY20 |
11/14/19 | DMG & Partners | Valuetronics | 0.725 | 0.81 | Buy | DCF |
11/14/19 | Kim Eng | Valuetronics | 0.725 | 0.98 | Buy | PB2x FY20 |
11/14/19 | UOB Kay Hian | Valuetronics | 0.725 | 0.91 | Buy | PER12x |
12/10/19 | DMG & Partners | Valuetronics | 0.785 | 0.81 | Buy |
Saturday, December 28, 2019
The recession constellation is aligning in the US!
https://www.reuters.com/article/us-oil-opec-russia-novak-2020/russias-novak-says-opec-may-consider-ending-oil-output-cuts-in-2020-idUSKBN1YV0HY
I've stated this a few times on my blog below.
http://sg-stock.blogspot.com/2019/12/the-wall-street-analysts-are-starting.html?showComment=1576822097373#c7821513851698794977
Let me surmise again.
1. Tltro II will expire in March 2020.
2. ISM PMI reported its first contraction for August (Below 50) in September. The US recession may happen at the earliest 6 months later which is in March 2020.
3. The Republicans want to remove its President by March 2020. Nancy Pelosi just needs to get some Republicans to deflect to impeach Trump.
4. The opec+ will end the oil production cut in March 2020. This will affect the US shale oil industry because the US has been gaining the oil market share at the expense of opec+.
All these events are pointing out that March 2020 will be a turning point for the US.
I've stated this a few times on my blog below.
http://sg-stock.blogspot.com/2019/12/the-wall-street-analysts-are-starting.html?showComment=1576822097373#c7821513851698794977
Let me surmise again.
1. Tltro II will expire in March 2020.
2. ISM PMI reported its first contraction for August (Below 50) in September. The US recession may happen at the earliest 6 months later which is in March 2020.
3. The Republicans want to remove its President by March 2020. Nancy Pelosi just needs to get some Republicans to deflect to impeach Trump.
4. The opec+ will end the oil production cut in March 2020. This will affect the US shale oil industry because the US has been gaining the oil market share at the expense of opec+.
All these events are pointing out that March 2020 will be a turning point for the US.
Baltic dry index - 1090
Today, Tuesday, December 24 2019, the Baltic Dry Index decreased by 13 points, reaching 1090 points.
Baltic Dry Index is compiled by the London-based Baltic Exchange and covers prices for transported cargo such as coal, grain and iron ore. The index is based on a daily survey of agents all over the world. Baltic Dry hit a temporary peak on May 20, 2008, when the index hit 11,793. The lowest level ever reached was on Wednesday the 10th of February 2016, when the index dropped to 290 points.
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Related stock: Sembcorp Marine, Cosco & Pan ocean.
Friday, December 27, 2019
UOL - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/03/19 | OCBC | UOL | 6.07 | 8.41 | Buy | |
01/04/19 | Lim & Tan | UOL | 6 | 0 | Buy | |
01/17/19 | DBS Vickers | UOL | 6.65 | 7.15 | Hold | |
02/12/19 | Lim & Tan | UOL | 6.57 | 0 | Buy | |
02/27/19 | CIMB | UOL | 6.77 | 8.45 | Add | RNAV |
02/27/19 | OCBC | UOL | 6.77 | 8.45 | Buy | RNAV |
02/27/19 | Lim & Tan | UOL | 6.77 | 0 | Buy | |
02/28/19 | DBS Vickers | UOL | 6.75 | 7.15 | Hold | RNAV (40% discount) |
03/18/19 | OCBC | UOL | 6.45 | 8.45 | Buy | RNAV |
03/28/19 | CIMB | UOL | 6.78 | 8.45 | Add | |
04/02/19 | OCBC | UOL | 7.11 | 8.45 | Buy | RNAV |
04/16/19 | DBS Vickers | UOL | 7.36 | 8.53 | Buy | RNAV (35% discount) |
05/13/19 | Lim & Tan | UOL | 7.26 | 0 | Buy | |
05/13/19 | CIMB | UOL | 7.26 | 8.45 | Add | RNAV (30% discount) |
05/13/19 | OCBC | UOL | 7.26 | 8.5 | Buy | |
05/14/19 | DBS Vickers | UOL | 7.08 | 8.53 | Buy | RNAV (35% discount) |
06/07/19 | CIMB | UOL | 6.8 | 8.45 | Add | |
07/15/19 | OCBC | UOL | 7.61 | 8.5 | Buy | |
08/13/19 | OCBC | UOL | 7.2 | 8.5 | Buy | |
08/13/19 | DBS Vickers | UOL | 7.2 | 8.53 | Buy | PB0.8x |
08/13/19 | Lim & Tan | UOL | 7.2 | 0 | Buy on weakness | |
09/10/19 | DBS Vickers | UOL | 7.47 | 8.53 | Buy | RNAV (35% discount) |
11/13/19 | OCBC | UOL | 7.91 | 9.25 | Buy | |
11/13/19 | Lim & Tan | UOL | 7.91 | 0 | Buy on weakness | |
12/03/19 | Lim & Tan | UOL | 7.79 | 0 | Buy |
UOB - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/02/19 | DMG & Partners | UOB | 24.57 | 30.8 | Buy | GGM, PB1.41x FY19 |
01/03/19 | CIMB | UOB | 24.31 | 31 | Add | PER11.4x FY20 |
01/03/19 | JP Morgan | UOB | 24.31 | 30 | Overweight | |
01/04/19 | phillip | UOB | 23.99 | 32.52 | Buy | |
01/04/19 | Jefferies | UOB | 23.99 | 31 | Buy | |
01/29/19 | DMG & Partners | UOB | 25.83 | 29.8 | Buy | GGM, PB1.37x FY19 |
01/29/19 | CIMB | UOB | 25.83 | 32 | Add | GGM, PB1.4x CY19 |
01/31/19 | Kim Eng | UOB | 25.3 | 30.5 | Buy | DDM |
02/01/19 | phillip | UOB | 25.19 | 32.52 | Buy | |
02/12/19 | Kim Eng | UOB | 25.34 | 30.5 | Buy | |
02/22/19 | DMG & Partners | UOB | 25.98 | 29.8 | Buy | PB1.35x FY19 |
02/25/19 | Jefferies | UOB | 25.58 | 30 | Buy | PER12.3x FY19 |
02/25/19 | OCBC | UOB | 25.58 | 28.3 | Buy | PB1.2x FY19 |
02/25/19 | DBS Vickers | UOB | 25.58 | 29.2 | Buy | GGM, PB1.2x |
02/25/19 | phillip | UOB | 25.58 | 32.51 | Buy | GGM, PB1.4x FY19 |
02/25/19 | Kim Eng | UOB | 25.58 | 29.71 | Buy | DDM |
02/25/19 | CIMB | UOB | 25.58 | 29 | Add | GGM, PB1.3x FY19 |
02/26/19 | Macquarie | UOB | 25.39 | 30.5 | Outperform | PB |
03/04/19 | phillip | UOB | 25 | 32.5 | Buy | |
03/07/19 | Kim Eng | UOB | 25.1 | 29.71 | Buy | |
03/11/19 | CIMB | UOB | 24.91 | 29 | Add | |
03/13/19 | DMG & Partners | UOB | 25.04 | 29.8 | Buy | PB1.35x FY19 |
03/26/19 | OCBC | UOB | 24.95 | 28.3 | Buy | |
04/02/19 | phillip | UOB | 25.42 | 32.5 | Buy | |
04/02/19 | DBS Vickers | UOB | 25.42 | 29.2 | Buy | |
04/11/19 | CIMB | UOB | 26.56 | 29 | Add | |
04/12/19 | Kim Eng | UOB | 26.53 | 29.71 | Buy | |
04/18/19 | phillip | UOB | 26.87 | 32.02 | Buy | GGM, PB1.4x FY19 |
04/22/19 | DMG & Partners | UOB | 26.8 | 29.8 | Buy | |
04/24/19 | DMG & Partners | UOB | 26.99 | 30.8 | Buy | PB1.29x FY20 |
05/03/19 | phillip | UOB | 27.75 | 32.5 | Buy | |
05/03/19 | DMG & Partners | UOB | 27.75 | 30.8 | Buy | GGM, PB1.29x FY20 |
05/03/19 | DBS Vickers | UOB | 27.75 | 29.2 | Buy | GGM, PB1.2x FY19 |
05/03/19 | CIMB | UOB | 27.75 | 29 | Add | GGM |
05/06/19 | Jefferies | UOB | 27.77 | 31 | Buy | PER12.4x FY19 |
05/06/19 | OCBC | UOB | 27.77 | 28.9 | Hold | GGM, PB1.2x |
05/06/19 | phillip | UOB | 27.77 | 30.87 | Accumulate | GGM, PB1.4x FY19 |
05/06/19 | CIMB | UOB | 27.77 | 29.58 | Add | GGM, PB1.3x |
05/06/19 | Lim & Tan | UOB | 27.77 | 0 | Buy on weakness | |
05/07/19 | OCBC | UOB | 25.85 | 27.3 | Hold | |
05/16/19 | CIMB | UOB | 25.1 | 29.58 | Add | GGM |
05/22/19 | Kim Eng | UOB | 24.83 | 28.97 | Buy | |
06/03/19 | CIMB | UOB | 23.5 | 29.58 | Add | |
06/06/19 | phillip | UOB | 24 | 30.9 | Accumulate | |
06/06/19 | DMG & Partners | UOB | 24 | 30.8 | Buy | |
06/17/19 | Kim Eng | UOB | 24.99 | 28.97 | Buy | |
06/20/19 | OCBC | UOB | 26.14 | 28.9 | Buy | |
06/25/19 | DBS Vickers | UOB | 25.86 | 29.2 | Buy | |
07/01/19 | Kim Eng | UOB | 26.13 | 28.97 | Buy | |
07/02/19 | OCBC | UOB | 26.61 | 29.4 | Buy | GGM, PB1.3x, PER11.3x |
07/03/19 | phillip | UOB | 26.55 | 30.9 | Accumulate | |
07/08/19 | DMG & Partners | UOB | 26.26 | 30.8 | Buy | PB1.29x FY20 |
07/22/19 | CIMB | UOB | 26.94 | 29.58 | Add | |
07/23/19 | DBS Vickers | UOB | 26.8 | 29.2 | Buy | |
08/02/19 | DMG & Partners | UOB | 26.28 | 29.5 | Buy | GGM, PB1.24x FY20 |
08/02/19 | Lim & Tan | UOB | 26.28 | 0 | Buy on weakness | |
08/05/19 | phillip | UOB | 26 | 28.6 | Accumulate | GGM, PB1.3x |
08/05/19 | DBS Vickers | UOB | 26 | 29.2 | Buy | GGM, PB1.2x FY19 |
08/05/19 | Kim Eng | UOB | 26 | 29.13 | Buy | DDM |
08/06/19 | CIMB | UOB | 25.91 | 29.58 | Add | GGM, PB1.3x |
08/20/19 | CIMB | UOB | 25.15 | 29.54 | Add | |
08/29/19 | Macquarie | UOB | 24.41 | 27.2 | Neutral | PB |
09/02/19 | CIMB | UOB | 24.96 | 29.54 | Add | |
09/05/19 | phillip | UOB | 25.1 | 28.6 | Accumulate | |
09/11/19 | DMG & Partners | UOB | 25.77 | 29.5 | Buy | |
09/26/19 | Kim Eng | UOB | 25.38 | 29.13 | Buy | |
10/01/19 | DBS Vickers | UOB | 25.66 | 29.2 | Buy | |
10/02/19 | DMG & Partners | UOB | 25.9 | 29.5 | Buy | |
10/04/19 | phillip | UOB | 25.33 | 28.6 | Accumulate | |
11/01/19 | CIMB | UOB | 26.83 | 29.54 | Add | GGM, PB1.3x |
11/01/19 | DMG & Partners | UOB | 26.83 | 29.5 | Buy | GGM, PB1.24x FY20 |
11/01/19 | Lim & Tan | UOB | 26.83 | 0 | Buy on weakness | |
11/04/19 | phillip | UOB | 26.57 | 27.8 | Accumulate | GGM, PB1.3x |
11/04/19 | Kim Eng | UOB | 26.57 | 30.5 | Buy | DDM |
11/04/19 | OCBC | UOB | 26.57 | 29.4 | Buy | |
11/04/19 | DBS Vickers | UOB | 26.57 | 29.2 | Buy | GGM, PB1.1x FY20 |
12/02/19 | CIMB | UOB | 25.82 | 29.1 | Add | |
12/02/19 | Kim Eng | UOB | 25.82 | 30.5 | Buy | |
12/03/19 | DBS Vickers | UOB | 25.77 | 29.2 | Buy | |
12/03/19 | DMG & Partners | UOB | 25.77 | 29.5 | Buy | |
12/04/19 | phillip | UOB | 25.54 | 27.8 | Accumulate |