Hong Leong Finance - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
01/30/26	DBS Vickers	Hong Leong Finance	2.69	3.2	Buy	PB0.7x FY26

Hong Leong Asia - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
12/13/24	UOB Kay Hian	Hong Leong Asia	0.83	1.11	Buy	Sum of parts
02/28/25	UOB Kay Hian	Hong Leong Asia	0.925	1.11	Buy	Sum of parts
02/28/25	DBS Vickers	Hong Leong Asia	0.925	1.6	Buy	Sum of parts
03/14/25	UOB Kay Hian	Hong Leong Asia	1	1.11	Buy	Sum of parts
03/24/25	UOB Kay Hian	Hong Leong Asia	1.02	1.46	Buy	Sum of parts
05/27/25	UOB Kay Hian	Hong Leong Asia	1.17	1.46	Buy	Sum of parts
06/23/25	UOB Kay Hian	Hong Leong Asia	1.33	1.46	Buy	Sum of parts
07/07/25	CIMB	Hong Leong Asia	1.6	1.95	Add
07/10/25	UOB Kay Hian	Hong Leong Asia	1.63	1.93	Buy	Sum of parts
08/18/25	UOB Kay Hian	Hong Leong Asia	1.88	2.63	Buy	Sum of parts
08/19/25	DBS Vickers	Hong Leong Asia	1.95	2.8	Buy	Sum of parts
08/25/25	OCBC	Hong Leong Asia	2.4	3.4	Buy
09/15/25	UOB Kay Hian	Hong Leong Asia	2.43	2.82	Buy	Sum of parts
11/26/25	UOB Kay Hian	Hong Leong Asia	2.13	2.82	Buy	Sum of parts
01/29/26	UOB Kay Hian	Hong Leong Asia	3.15	4.2	Buy	Sum of parts

Ho Bee - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
01/16/25	Lim & Tan	Ho Bee	1.82	3.8	Accumulate
06/10/25	Lim & Tan	Ho Bee	1.89	0	Accumulate

Stock calls for 30 January 2026

Date	Analyst	Company	Last	Target	Call	Valuation
01/30/26	Phillip	17Live Group	0.94	1.45	Buy	DCF
01/30/26	DBS Vickers	ART	0.965	1.15	Buy	DCF
01/30/26	Lim & Tan	ART	0.965	1.11	Accumulate
01/30/26	Beansprout	CSE Global	1.15	1.4	Buy
01/30/26	DBS Vickers	GuocoLand	2.68	3.3	Buy	RNAV (35% disc)
01/30/26	DBS Vickers	Hong Leong Finance	2.69	3.2	Buy	PB0.7x FY26
01/30/26	DMG & Partners	HRnetGroup	0.745	0.85	Buy
01/30/26	UOB Kay Hian	Mapletree Industrial	2.1	2.22	Hold	DDM
01/30/26	DBS Vickers	Nam Cheong	1.19	1.6	Buy	PER10x FY26
01/30/26	phillip	Nordic Group	0.485	0.63	Buy	DCF
01/30/26	DBS Vickers	OCBC	21.35	23	Buy	GGM, PB1.5x FY27
01/30/26	DBS Vickers	Starhill	0.595	0.68	Buy	DCF
01/30/26	UOB Kay Hian	Thai Beverage	0.48	0.45	Hold
01/30/26	Lim & Tan	Tiong Woon	0.995	1.3	Buy

What will the US Fed do for its Jan 2026 FOMC? - Part 2

Just as expected, the US Fed kept its rates on hold.

Haw Par - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
07/29/25	DBS Vickers	Haw Par	13.55	23.5	Buy	Sum of parts (20% disc)

GuocoLand - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
02/10/25	DBS Vickers	GuocoLand	1.44	2	Buy	RNAV (50% disc)
02/12/25	Lim & Tan	GuocoLand	1.45	2	Accumulate
08/18/25	DBS Vickers	GuocoLand	1.76	2	Buy	RNAV (50% disc)
09/01/25	DBS Vickers	GuocoLand	1.86	2.5	Buy	RNAV (45% disc)
10/08/25	DBS Vickers	GuocoLand	2.06	2.5	Buy	RNAV (45% disc)

Great Eastern - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
06/06/25	EY	Great Eastern	25.8	25.6	Accept Offer	Offer @ $30.15
06/10/25	DMG & Partners	Great Eastern	25.8	30.15	Accept Offer	Offer @ $30.15

Stock calls for 29 January 2026

Date	Analyst	Company	Last	Target	Call	Valuation
01/29/26	DBS Vickers	Genting	0.73	0.8	Hold	DCF & EV/Ebitda5.3x FY26
01/29/26	CIMB	Genting	0.73	0.785	Add	EV/Ebitda
01/29/26	UOB Kay Hian	Hong Leong Asia	3.15	4.2	Buy	Sum of parts
01/29/26	DBS Vickers	Mapletree Industrial	2.11	2.45	Buy	DCF
01/29/26	OCBC	Mapletree Industrial	2.11	2.34	Buy
01/29/26	Lim & Tan	Mapletree Industrial	2.11	2.21	Accumulate on weakness
01/29/26	OCBC	OUE Commercial	0.375	0.4	Buy
01/29/26	UOB Kay Hian	Seatrium	2.12	2.96	Buy	PB1.5x
01/29/26	Phillip	United Hampshire	0.54	0.69	Buy	DDM
01/29/26	UOB Kay Hian	Yangzijiang Shipping	3.35	4.1	Buy	PER9.3x FY26

Grand Venture - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
01/06/25	DBS Vickers	Grand Venture	0.82	1.04	Buy	PER21x FY26
02/26/25	DBS Vickers	Grand Venture	0.84	1.12	Buy	PER21x FY26
04/11/25	DBS Vickers	Grand Venture	0.61	1.12	Buy	PER21x FY26
06/02/25	DBS Vickers	Grand Venture	0.84	1.12	Buy	PER21x FY26
06/05/25	Lim & Tan	Grand Venture	0.935	0	Hold
07/11/25	DBS Vickers	Grand Venture	0.955	1.12	Buy	PER21x FY26
07/11/25	Lim & Tan	Grand Venture	0.955	0.94	Hold	Offer $0.94

Grand Banks Yacht - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/05/25	Lim & Tan	Grand Banks Yacht	0.53	0	Buy
05/19/25	Lim & Tan	Grand Banks Yacht	0.535	0.51	Hold
06/10/25	Lim & Tan	Grand Banks Yacht	0.485	0	Hold
10/27/25	Lim & Tan	Grand Banks Yacht	0.745	1.12	Buy	PER10.6x FY26
11/21/25	Lim & Tan	Grand Banks Yacht	0.785	0	Buy
01/28/26	Lim & Tan	Grand Banks Yacht	0.82	1.33	Buy

Golden Agri - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
07/09/25	DMG & Partners	Golden Agri	0.25	0.25	Neutral	Sum of parts, cut from $0.26 target price
09/18/25	OCBC	Golden Agri	0.3	0.3	Hold

Stock calls for 28 January 2026

Date	Analyst	Company	Last	Target	Call	Valuation
01/28/26	Lim & Tan	Grand Banks Yacht	0.82	1.33	Buy
01/28/26	Kim Eng	Isoteam	0.087	0.1	Buy	PER
01/28/26	UOB Kay Hian	Mapletree Logistics	1.37	1.38	Hold	DDM
01/28/26	Lim & Tan	Mapletree Logistics	1.37	1.41	Hold
01/28/26	DMG & Partners	OCBC	21.42	21.3	Neutral
01/28/26	CIMB	OUE Commercial	0.36	0.41	Add	DDM

Geo Energy - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/17/25	Lim & Tan	Geo Energy	0.31	0.68	Buy
03/26/25	Amfrasers	Geo Energy	0.3	0.64	outperform	DCF
03/28/25	Lim & Tan	Geo Energy	0.325	0.64	Accumulate
04/01/25	Phillip	Geo Energy	0.33	0.47	Buy	DCF
04/21/25	Lim & Tan	Geo Energy	0.335	0.59	Buy
04/25/25	Lim & Tan	Geo Energy	0.35	0.6	Buy	DCF
05/19/25	Phillip	Geo Energy	0.36	0.47	Buy	DCF
05/19/25	Amfrasers	Geo Energy	0.36	0.71	outperform	DCF
05/22/25	Lim & Tan	Geo Energy	0.35	0.59	Buy
06/10/25	Amfrasers	Geo Energy	0.37	0.69	outperform	DCF
09/04/25	Phillip	Geo Energy	0.39	0.47	Buy	DCF
09/09/25	Lim & Tan	Geo Energy	0.425	0.58	Buy
09/26/25	Phillip	Geo Energy	0.45	0.59	Buy	DCF
09/30/25	Lim & Tan	Geo Energy	0.475	0.59	Buy
11/26/25	Phillip	Geo Energy	0.43	0.59	Buy	DCF
12/23/25	Amfrasers	Geo Energy	0.43	0.76	outperform	DCF