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Thursday, April 3, 2025

Trump's tariffs for top dirty countries!

Let's see how these dirty countries will retaliate against the US.  The retaliation will definitely rattle the stock markets too.


OCBC - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/02/24

UOB Kay Hian

OCBC

13

16.85

Buy


01/08/24

phillip

OCBC

12.97

14.96

Buy


01/22/24

UOB Kay Hian

OCBC

12.91

17

Buy

GGM, PB1.31x FY25, PB1.42x FY24

01/24/24

CIMB

OCBC

12.9

14

Add


01/24/24

Citi Research

OCBC

12.9

12.8

Hold


01/30/24

DMG & Partners

OCBC

12.88

13.7

Neutral


02/01/24

Lim & Tan

OCBC

12.89

0

Accumulate


02/13/24

DBS Vickers

OCBC

12.95

13.7

Hold

GGM, PB1x FY24

02/19/24

UOB Kay Hian

OCBC

13.26

17

Buy


02/19/24

phillip

OCBC

13.26

14.96

Buy


02/19/24

DMG & Partners

OCBC

13.26

13.4

Neutral


02/28/24

CIMB

OCBC

13.31

14

Add

GGM

02/28/24

Lim & Tan

OCBC

13.31

14.2

Accumulate on weakness


02/29/24

UOB Kay Hian

OCBC

13.31

17.22

Buy

GGM, PB1.31x FY25

02/29/24

DBS Vickers

OCBC

13.31

14

Hold

GGM, PB1x FY24

03/01/24

phillip

OCBC

12.98

14.96

Buy

GGM, PB1.29x FY22

03/11/24

DMG & Partners

OCBC

13.18

13.1

Neutral


03/15/24

CIMB

OCBC

13.34

14

Add


03/15/24

Citi Research

OCBC

13.34

13.5

Hold


04/03/24

UOB Kay Hian

OCBC

13.64

17.22

Buy

GGM, PB1.31x FY25

04/05/24

phillip

OCBC

13.76

14.96

Buy

GGM, PB1.29x FY22

04/05/24

Lim & Tan

OCBC

13.76

14.4

Accumulate on weakness


04/09/24

UOB Kay Hian

OCBC

13.73

18.15

Buy

GGM, PB1.37x FY25

04/15/24

DMG & Partners

OCBC

13.77

13.1

Neutral


04/17/24

DMG & Partners

OCBC

13.51

13.9

Neutral

GGM, PB1.07x FY25

04/17/24

Citi Research

OCBC

13.51

13.4

Hold


05/03/24

UOB Kay Hian

OCBC

14.34

18.15

Buy

GGM, PB1.31x FY25

05/10/24

DBS Vickers

OCBC

13.91

14

Hold


05/10/24

Lim & Tan

OCBC

13.91

14.77

Hold


05/13/24

UOB Kay Hian

OCBC

14.12

18.1

Buy

GGM, PB1.36x FY25

05/13/24

DBS Vickers

OCBC

14.12

14.9

Hold

GGM, PB1x FY24

05/13/24

phillip

OCBC

14.12

15.4

Accumulate

GGM

05/13/24

DMG & Partners

OCBC

14.12

14.8

Neutral

GGM, PB1.13x

05/13/24

Citi Research

OCBC

14.12

14

Hold


06/27/24

UOB Kay Hian

OCBC

14.4

18.35

Buy


06/27/24

DMG & Partners

OCBC

14.4

14.8

Hold

GGM, PB1.06x FY25

07/01/24

CIMB

OCBC

14.33

15.4

Add


07/04/24

UOB Kay Hian

OCBC

14.98

18.35

Buy


07/04/24

Lim & Tan

OCBC

14.98

15.3

Hold


07/05/24

DBS Vickers

OCBC

15.15

14.9

Hold

GGM, PB1x FY24

07/15/24

phillip

OCBC

15.28

15.4

Accumulate


08/02/24

CIMB

OCBC

14.82

16.7

Add

GGM

08/02/24

Lim & Tan

OCBC

14.82

15.5

Hold


08/02/24

Citi Research

OCBC

14.82

14

Neutral

GGM, PB1.1x FY24

08/05/24

phillip

OCBC

14.8

15.4

Accumulate

GGM, PB1.33x FY24

08/05/24

DMG & Partners

OCBC

14.8

15.7

Neutral

GGM, PB1.13x

08/05/24

Citi Research

OCBC

14.8

13

Sell


08/06/24

DBS Vickers

OCBC

14.02

14.9

Hold

GGM, PB1x FY24

09/03/24

CIMB

OCBC

14.66

16.7

Add

GGM

09/20/24

phillip

OCBC

15.46

15.4

Accumulate


09/23/24

DMG & Partners

OCBC

15.47

15.7

Neutral

GGM, PB1.1x FY25

10/08/24

DBS Vickers

OCBC

14.95

14.9

Hold

GGM, PB1x FY24

10/14/24

Kim Eng

OCBC

14.97

17.01

Buy

DDM

10/14/24

Citi Research

OCBC

14.97

13.7

Sell


10/17/24

UOB Kay Hian

OCBC

15.1

19.4

Buy

GGM, PB1.45x FY25

10/24/24

HSBC

OCBC

15.37

16.5

Hold

Up from $15.80

11/01/24

UOB Kay Hian

OCBC

15.19

18.5

Buy

GGM, PB1.38x FY25

11/08/24

UOB Kay Hian

OCBC

15.88

18.7

Buy


11/08/24

DBS Vickers

OCBC

15.88

14.9

Hold


11/08/24

Lim & Tan

OCBC

15.88

16.15

Hold


11/11/24

UOB Kay Hian

OCBC

16.06

21

Buy

GGM, PB1.6x FY25

11/11/24

Citi Research

OCBC

16.06

15.8

Hold


11/11/24

phillip

OCBC

16.06

17

Accumulate

GGM, PB1.45x FY24

11/11/24

DBS Vickers

OCBC

16.06

16.1

Hold

GGM, PB1.2x FY25

11/11/24

DMG & Partners

OCBC

16.06

16.8

Neutral

GGM, PB1.21x FY25

11/14/24

Kim Eng

OCBC

16.26

17.89

Buy

DDM

12/02/24

CIMB

OCBC

16.28

17.7

Add


01/02/25

UOB Kay Hian

OCBC

16.69

21

Buy

GGM, PB1.6x FY25

01/03/25

phillip

OCBC

16.64

18.8

Accumulate


01/03/25

Citi Research

OCBC

16.64

17.2

Hold


01/06/25

UOB Kay Hian

OCBC

16.57

20.8

Buy

GGM, PB1.59x FY25

01/06/25

CIMB

OCBC

16.57

17.7

Add


01/13/25

MorningStar

OCBC

17.1

18

Hold

Up from $17

01/28/25

Jefferies

OCBC

17.09

19

Buy


01/23/25

DMG & Partners

OCBC

17.03

16.8

Neutral

GGM, PB1.21x FY25

02/05/25

IG

OCBC

17.26

19

Buy


02/19/25

Lim & Tan

OCBC

17.76

17.76

Hold


02/26/25

Lim & Tan

OCBC

17.6

17.8

Accumulate on weakness


02/27/25

phillip

OCBC

17.21

18.9

Accumulate

GGM, PB1.36x FY25

02/27/25

UOB Kay Hian

OCBC

17.21

21.1

Buy

GGM, PB1.57x FY25

02/27/25

DBS Vickers

OCBC

17.21

17.6

Hold

GGM, PB1.3x FY25

02/27/25

DMG & Partners

OCBC

17.21

19.1

Buy

GGM, PB1.33x FY25

03/12/25

Citi Research

OCBC

16.69

16.3

Hold

GGM, PB1.2x FY25

03/21/25

phillip

OCBC

16.94

17.9

Accumulate


03/27/25

Lim & Tan

OCBC

17.25

18.4

Accumulate