Date | Analyst | Company | Last | Target | Call | Valuation |
01/04/21 | DBS Vickers | UOB | 22.59 | 24.8 | Buy | |
01/04/21 | CIMB | UOB | 22.59 | 27.72 | Add | |
01/06/21 | phillip | UOB | 22.57 | 21.1 | Neutral | |
01/12/21 | OCBC | UOB | 23.79 | 26.3 | Buy | GGM, PB1.2x |
01/25/21 | Macquarie | UOB | 23.7 | 26.25 | Outperform | |
01/27/21 | DBS Vickers | UOB | 23.33 | 26.8 | Buy | GGM, PB1.04x FY21 |
01/27/21 | Kim Eng | UOB | 23.33 | 25.57 | Hold | |
02/02/21 | Macquarie | UOB | 23.55 | 26.6 | Outperform | |
02/04/21 | phillip | UOB | 23.52 | 21.1 | Neutral | |
02/17/21 | DMG & Partners | UOB | 24.02 | 21 | Neutral | |
02/25/21 | DBS Vickers | UOB | 23.88 | 26.8 | Buy | GGM, PB1.04x FY21 |
02/25/21 | Lim & Tan | UOB | 23.88 | 0 | Accumulate | |
02/26/21 | Macquarie | UOB | 24.64 | 26.6 | Outperform | |
02/26/21 | DBS Vickers | UOB | 24.64 | 27.6 | Buy | |
02/26/21 | Kim Eng | UOB | 24.64 | 26.24 | Hold | |
02/26/21 | CIMB | UOB | 24.64 | 27.72 | Add | GGM |
02/26/21 | Jefferies | UOB | 24.64 | 28.5 | Buy | |
03/01/21 | OCBC | UOB | 24.62 | 27.3 | Buy | |
03/01/21 | DMG & Partners | UOB | 24.62 | 26.4 | Neutral | GGM, PB1.05x |
03/03/21 | phillip | UOB | 24.99 | 28.7 | Accumulate | PB1.17x |
04/01/21 | CIMB | UOB | 25.83 | 27.72 | Add | |
04/01/21 | DBS Vickers | UOB | 25.83 | 27.6 | Buy | |
04/05/21 | phillip | UOB | 25.8 | 28.7 | Accumulate | |
04/20/21 | DBS Vickers | UOB | 26.23 | 29.2 | Buy | GGM, PB1.1x FY22 |
04/22/21 | Macquarie | UOB | 25.79 | 29 | Outperform | |
04/22/21 | Jefferies | UOB | 25.79 | 29.5 | Buy | |
05/06/21 | OCBC | UOB | 26.3 | 29 | Buy | PB |
05/06/21 | Lim & Tan | UOB | 26.3 | 0 | Accumulate | |
05/07/21 | phillip | UOB | 26.03 | 28.7 | Accumulate | GGM, PB1.17x FY21 |
05/07/21 | Kim Eng | UOB | 26.03 | 29.34 | Buy | |
05/07/21 | DMG & Partners | UOB | 26.03 | 30.2 | Buy | |
05/07/21 | CIMB | UOB | 26.03 | 28.84 | Add | |
05/12/21 | Macquarie | UOB | 26.18 | 30 | Outperform | |
06/02/21 | DBS Vickers | UOB | 26.31 | 29.2 | Buy | GGM, PB1.1x FY22 |
06/07/21 | phillip | UOB | 26.1 | 28.7 | Accumulate | |
06/07/21 | Kim Eng | UOB | 26.1 | 29.34 | Buy | |
06/29/21 | CIMB | UOB | 25.75 | 28.84 | Add | |
07/05/21 | Macquarie | UOB | 25.85 | 30 | Outperform | |
07/09/21 | phillip | UOB | 25.58 | 28.7 | Accumulate | |
07/23/21 | DBS Vickers | UOB | 25.92 | 29.2 | Buy | PB |
07/29/21 | CIMB | UOB | 25.92 | 28.84 | Add | |
08/04/21 | DBS Vickers | UOB | 25.85 | 29.2 | Buy | GGM, PB1.1x FY22 |
08/04/21 | Lim & Tan | UOB | 25.85 | 30 | Buy | |
08/05/21 | phillip | UOB | 26.31 | 29 | Accumulate | GGM, PB1.17x FY21 |
08/05/21 | Kim Eng | UOB | 26.31 | 29.34 | Buy | |
08/06/21 | Macquarie | UOB | 26.49 | 30 | Outperform | |
08/06/21 | DMG & Partners | UOB | 26.49 | 30.2 | Buy | |
08/06/21 | CIMB | UOB | 26.49 | 29 | Add | |
08/06/21 | OCBC | UOB | 26.49 | 30.5 | Buy | GGM, PB1.32x |
09/01/21 | CIMB | UOB | 25.58 | 29 | Add | |
09/02/21 | Macquarie | UOB | 25.65 | 31.8 | Outperform | PB |
09/16/21 | DMG & Partners | UOB | 25.6 | 30.2 | Buy | |
10/01/21 | DBS Vickers | UOB | 25.85 | 29.2 | Buy | |
10/20/21 | Macquarie | UOB | 26.77 | 33.5 | Outperform | |
10/20/21 | Kim Eng | UOB | 26.77 | 29.34 | Buy | |
10/22/21 | DMG & Partners | UOB | 26.8 | 30.2 | Buy | |
11/03/21 | Macquarie | UOB | 27.39 | 33.5 | Outperform | PB |
11/03/21 | DBS Vickers | UOB | 27.39 | 29.2 | Buy | GGM, PB1.1x FY22 |
11/03/21 | Lim & Tan | UOB | 27.39 | 0 | Accumulate | |
11/05/21 | phillip | UOB | 27.2 | 29 | Accumulate | GGM, PB1.17x FY21 |
11/05/21 | Kim Eng | UOB | 27.2 | 31.15 | Buy | DDM |
11/08/21 | Macquarie | UOB | 27.58 | 33 | Outperform | PB |
11/08/21 | Jefferies | UOB | 27.58 | 32.5 | Buy | |
11/10/21 | DBS Vickers | UOB | 27.9 | 31 | Buy | GGM, PB1.2x FY22 |
11/10/21 | DMG & Partners | UOB | 27.9 | 33.5 | Buy | GGM, PB1.2x |
11/10/21 | CIMB | UOB | 27.9 | 30.3 | Add | |
12/01/21 | DBS Vickers | UOB | 25.47 | 31 | Buy | |
12/03/21 | Macquarie | UOB | 26.2 | 33 | Outperform | PB |
01/10/22 | Macquarie | UOB | 28.29 | 33 | Outperform | PB |
01/10/22 | Jefferies | UOB | 28.29 | 33 | Buy | |
01/11/22 | DMG & Partners | UOB | 29.16 | 33.5 | Buy | GGM, PB1.2x FY22 |
01/12/22 | Kim Eng | UOB | 29.33 | 31.15 | Buy | |
01/14/22 | OCBC | UOB | 29.18 | 34.8 | Buy | |
01/17/22 | phillip | UOB | 29.93 | 31.3 | Buy | GGM, PB1.26x FY21 |
01/17/22 | DBS Vickers | UOB | 29.93 | 34.2 | Buy | GGM, PB1.3x FY22 |
01/17/22 | Jefferies | UOB | 29.93 | 33.5 | Buy | |
01/17/22 | CIMB | UOB | 29.93 | 33.5 | Add | |
01/18/22 | Lim & Tan | UOB | 30.18 | 0 | Accumulate | |
02/09/22 | phillip | UOB | 32.65 | 31.3 | Accumulate |
Monday, February 14, 2022
UOB - Stock calls
Unusual - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
09/23/21 | DMG & Partners | Unusual | 0.138 | 0.14 | Neutral | Cut from $0.16 |
Stock calls for 14 February 2022
Date | Analyst | Company | Last | Target | Call | Valuation |
02/14/22 | Phillip | BRC Asia | 1.68 | 1.84 | Buy | PER11x FY22 |
02/14/22 | CIMB | DBS | 37.25 | 39.2 | Add | GGM |
02/14/22 | UOB Kay Hian | Digicore Reit | 1.16 | 1.32 | Buy | DDM |
02/14/22 | Lim & Tan | Grand Bank | 0.305 | 0 | Accumulate on weakness | |
02/14/22 | Amfrasers | Grand Venture | 1.1 | 1.37 | Buy | |
02/14/22 | UOB Kay Hian | MM2 Asia | 0.05 | 0.115 | Buy | Sum of parts |
02/14/22 | Amfrasers | Rex | 0.39 | 0.5 | Outperform | |
02/14/22 | phillip | SGX | 9.75 | 10.78 | Neutral | PER25x FY22 |
02/14/22 | UOB Kay Hian | Singtel | 2.55 | 2.75 | Buy | DCF |
02/14/22 | Lim & Tan | Spindex | 1.31 | 0 | Accumulate | |
02/14/22 | UOB Kay Hian | Starhub | 1.33 | 1.3 | Hold | DCF |
02/14/22 | Phillip | Starhub | 1.33 | 1.35 | Neutral | EV/Ebitda8x FY22 |
02/14/22 | DBS Vickers | Starhub | 1.33 | 1.31 | Hold | DCF |
02/14/22 | Kim Eng | Starhub | 1.33 | 1.45 | Hold |
Sunday, February 13, 2022
mRNA vaccine booster efficacy can only last 4 months.
https://sg.finance.yahoo.com/news/covid-booster-efficacy-wanes-significantly-220805373.html
The latest US study shows that mRNA vaccine booster efficacy will wane significantly after 4 months. Therefore, it looks like we'll need the 4th booster again this year. Sigh!
US consumer sentiment fell further!
The fall in US consumer sentiment will translate into weaker consumer spending in the future because consumers will rein in their spending when they don't feel confident about the future. This doesn't bode well for the US because consumer spending constitutes 70% of US GDP.
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