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Tuesday, January 26, 2021

Keppel Reit - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/24/20

DBS Vickers

Keppel Reit

1.27

1.45

Buy

DCF

01/24/20

CIMB

Keppel Reit

1.27

1.38

Add


02/04/20

DBS Vickers

Keppel Reit

1.21

1.45

Buy


03/18/20

DBS Vickers

Keppel Reit

0.96

1.45

Buy


04/13/20

UOB Kay Hian

Keppel Reit

0.95

1.3

Buy


04/23/20

CIMB

Keppel Reit

0.99

1.2

Add

DDM

04/23/20

DMG & Partners

Keppel Reit

0.99

1.23

Neutral


04/24/20

Lim & Tan

Keppel Reit

1.04

0

Buy on weakness


05/04/20

DMG & Partners

Keppel Reit

1.06

1.07

Neutral

DDM

06/08/20

DBS Vickers

Keppel Reit

1.16

1.35

Buy

DCF

06/08/20

UOB Kay Hian

Keppel Reit

1.16

1.3

Buy


06/23/20

DMG & Partners

Keppel Reit

1.13

1.07

Neutral


07/02/20

UOB Kay Hian

Keppel Reit

1.11

1.3

Buy


07/09/20

DBS Vickers

Keppel Reit

1.1

1.35

Buy


07/21/20

DMG & Partners

Keppel Reit

1.09

1.1

Neutral

DDM

07/21/20

Lim & Tan

Keppel Reit

1.09

0

Buy


07/21/20

CIMB

Keppel Reit

1.09

1.2

Add


09/02/20

DBS Vickers

Keppel Reit

1.05

1.35

Buy

DCF, PB1x

09/02/20

UOB Kay Hian

Keppel Reit

1.05

1.3

Buy


09/14/20

Lim & Tan

Keppel Reit

1.07

1.18

Buy


09/15/20

UOB Kay Hian

Keppel Reit

1.08

1.4

Buy

DDM

09/18/20

CIMB

Keppel Reit

1.12

1.25

Add

DDM

10/02/20

DBS Vickers

Keppel Reit

1.08

1.4

Buy

DCF, PB1.04x

10/02/20

UOB Kay Hian

Keppel Reit

1.08

1.4

Buy


10/20/20

CIMB

Keppel Reit

1.06

1.25

Add

DDM

10/21/20

DMG & Partners

Keppel Reit

1.05

1.14

Neutral


12/10/20

DBS Vickers

Keppel Reit

1.05

1.4

Buy


12/17/20

Kim Eng

Keppel Reit

1.08

0.9

Sell


12/24/20

Lim & Tan

Keppel Reit

1.1

0

Accumulate


01/26/21

Kim Eng

Keppel Reit

1.18

0.9

Sell

DDM

01/26/21

UOB Kay Hian

Keppel Reit

1.18

1.45

Buy


01/26/21

Lim & Tan

Keppel Reit

1.18

0

Hold


01/26/21

CIMB

Keppel Reit

1.18

1.29

Add


01/26/21

DMG & Partners

Keppel Reit

1.18

1.2

Neutral


Stock calls for 26 January 2021

Date

Analyst

Company

Last

Target

Call

Valuation

01/26/21

DBS Vickers

China Aviation Oil

1.19

1.38

Buy

PER11x FY21

01/26/21

CIMB

Frasers Centrepoint Trust

2.61

3.01

Add


01/26/21

DMG & Partners

Fu Yu

0.285

0.33

Buy


01/26/21

Kim Eng

Keppel Reit

1.18

0.9

Sell

DDM

01/26/21

UOB Kay Hian

Keppel Reit

1.18

1.45

Buy


01/26/21

Lim & Tan

Keppel Reit

1.18

0

Hold


01/26/21

CIMB

Keppel Reit

1.18

1.29

Add


01/26/21

DMG & Partners

Keppel Reit

1.18

1.2

Neutral


01/26/21

Kim Eng

Mapletree Logistics

2.02

2.4

Buy

DDM

01/26/21

UOB Kay Hian

Netlink

0.96

1.08

Buy

DCF

01/26/21

UOB Kay Hian

Singtel

2.45

2.84

Buy

DCF

Monday, January 25, 2021

Moderna has acknowledged that its mRNA vaccine is less effective against the South African variant.

https://www.cnbc.com/2021/01/25/covid-vaccine-moderna-working-on-covid-booster-shots-for-south-african-strain.html

What a nice way to put it across!

If the vaccine is still effective, there is no need to create another new vaccine and call it a covid booster.

The pharmaceutical companies will just make false claims to sell their drugs. 


Pfizer is also using mRNA technology and it should also be less effective against the South African variant.  Let's see if Pfizer will create a covid booster too.

Keppel Pacific - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/22/20

DMG & Partners

Keppel Pacific

0.765

0.88

Buy

DDM

01/24/20

DBS Vickers

Keppel Pacific

0.785

0.9

Buy

DCF

03/20/20

DBS Vickers

Keppel Pacific

0.395

0.9

Buy


04/14/20

DMG & Partners

Keppel Pacific

0.54

0.76

Buy

DDM

06/08/20

DMG & Partners

Keppel Pacific

0.725

0.8

Buy

DDM

06/26/20

DBS Vickers

Keppel Pacific

0.68

0.85

Buy


07/24/20

DMG & Partners

Keppel Pacific

0.715

0.8

Buy

DDM

08/19/20

DMG & Partners

Keppel Pacific

0.72

0.8

Buy


10/23/20

DMG & Partners

Keppel Pacific

0.71

0.8

Buy


Keppel Infrastructure - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/22/20

DBS Vickers

Keppel Infrastructure

0.55

0.58

Buy

DDM

04/21/20

Lim & Tan

Keppel Infrastructure

0.475

0

Buy


04/22/20

DBS Vickers

Keppel Infrastructure

0.48

0.54

Buy

DDM

04/24/20

Credit Suisse

Keppel Infrastructure

0.49

0.57

Outperform


07/23/20

DBS Vickers

Keppel Infrastructure

0.535

0.57

Buy

DDM

07/23/20

Lim & Tan

Keppel Infrastructure

0.535

0

Hold


10/26/20

DBS Vickers

Keppel Infrastructure

0.555

0.58

Buy

DDM

12/09/20

Lim & Tan

Keppel Infrastructure

0.55

0

Hold