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Thursday, May 27, 2021

Valuetronics - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

06/03/20

Lim & Tan

Valuetronics

0.68

0

Take Profit


06/04/20

UOB Kay Hian

Valuetronics

0.625

0.55

Sell

PER10.9x FY21

06/04/20

CIMB

Valuetronics

0.625

0.53

Reduce

PER9x FY20

06/05/20

DMG & Partners

Valuetronics

0.585

0.5

Sell

DCF

06/05/20

Kim Eng

Valuetronics

0.585

0.66

Hold

PB1.2x FY21

06/22/20

DBS Vickers

Valuetronics

0.58

0.53

Hold

PER9.4x

07/03/20

DMG & Partners

Valuetronics

0.56

0.5

Sell


09/30/20

Kim Eng

Valuetronics

0.545

0.66

Buy

PB1.2x FY21

11/12/20

DBS Vickers

Valuetronics

0.57

0.53

Hold


11/13/20

DMG & Partners

Valuetronics

0.565

0.5

Sell


11/13/20

Kim Eng

Valuetronics

0.565

0.58

Hold


UOL - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

05/19/20

Lim & Tan

UOL

6.67

0

Buy


05/19/20

CIMB

UOL

6.67

7.25

Add


05/28/20

Macquarie

UOL

6.71

10.15

Outperform


07/30/20

DBS Vickers

UOL

6.7

9.5

Buy


08/06/20

DBS Vickers

UOL

6.59

8.4

Buy

RNAV (30% discount), PB0.7x

08/14/20

CIMB

UOL

6.64

7.29

Add


08/19/20

Macquarie

UOL

6.53

8.85

Outperform


09/15/20

Lim & Tan

UOL

6.65

0

Buy


09/16/20

CIMB

UOL

6.7

7.29

Add


10/16/20

CIMB

UOL

6.76

7.29

Add


10/16/20

Lim & Tan

UOL

6.76

0

Buy


11/12/20

CIMB

UOL

7.09

7.6

Add


11/13/20

Lim & Tan

UOL

7.01

0

Buy


11/13/20

OCBC

UOL

7.01

8.48

Buy

RNAV (30% discount)

11/30/20

Macquarie

UOL

7.55

8.85

Outperform


12/04/20

CIMB

UOL

7.45

7.6

Add


12/07/20

Macquarie

UOL

7.67

8.85

Outperform


12/16/20

Macquarie

UOL

7.68

9.1

Outperform

RNAV (35% discount)

01/19/21

CIMB

UOL

7.89

7.6

Add


01/20/21

Macquarie

UOL

7.83

8.85

Outperform


03/01/21

CIMB

UOL

7.39

7.91

Add


03/01/21

Lim & Tan

UOL

7.39

0

Accumulate


03/05/21

OCBC

UOL

7.46

8.91

Buy

RNAV (30% discount)

04/05/21

CIMB

UOL

7.89

7.91

Add


04/22/21

OCBC

UOL

7.87

8.91

Buy


Stock calls for 27 May 2021

Date

Analyst

Company

Last

Target

Call

Valuation

05/27/21

DMG & Partners

ARA Logistics

0.77

0.85

Buy


05/27/21

Phillip

ART

0.965

1.17

Buy


05/27/21

CIMB

Boustead Projects

1.11

1.4

Add


05/27/21

Lim & Tan

Bukit Sembawang

4.61

5.57

Buy

RNAV

05/27/21

DBS Vickers

Dairy Farm

4.45

4.78

Buy

Sum of parts

05/27/21

UOB Kay Hian

Far East Hospitality

0.575

0.71

Buy

DDM

05/27/21

Phillip

Frasers Centrepoint Trust

2.29

2.88

Buy


05/27/21

DMG & Partners

ST Engineering

3.81

4.5

Buy


Wednesday, May 26, 2021

The EU and US are showing to the world their hypocrisies.

https://www.reuters.com/world/europe/belarus-forces-vilnius-bound-ryanair-plane-land-detain-blogger-2021-05-23/

The US and EU might sanction Belarus for the airplane's forced landing but they did the exact same thing to a Bolivian President's plane in 2013 without feeling any remorse.  Yes, a President's plane!  Which is more serious? A forced landing of a president's plane or a commercial plane?


The world really needs a universal rules-based order and not a selective rules-based order based on prowess.

This kind of biased and absurd mentality "I can do it but you cannot!" must be admonished.

Astrazeneca vaccine doesn't live up to its reported efficacy rate in UK.

https://www.cnbc.com/2021/05/24/two-doses-of-covid-vaccines-provide-protection-against-india-variant.html

As stated by PHE, the Astrazeneca vaccine had a 60% efficacy rate against the Indian variant in UK but the Greater Manchester region was experiencing an upsurge in infections.  It was reported to have 4x more infections than the national average in the latest statistics.

https://www.manchestereveningnews.co.uk/news/greater-manchester-news/latest-coronavirus-infection-rates-greater-20669534


Seychelles is at least 60% vaccinated but its infections are still rising.  This could be due to the Astrazeneca vaccine too.

https://edition.cnn.com/2021/05/14/africa/seychelles-covid-vaccination-infection-intl-hnk-dst/index.html