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Friday, February 18, 2022

Ascendas Reit - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/05/21

Kim Eng

A-Reit

2.98

4

Buy


01/18/21

Phillip

A-Reit

3.04

3.61

Buy


01/19/21

UOB Kay Hian

A-Reit

3.04

3.68

Buy


02/03/21

UOB Kay Hian

A-Reit

3.1

3.68

Buy


02/03/21

DBS Vickers

A-Reit

3.1

4

Buy

DCF

02/03/21

Kim Eng

A-Reit

3.1

4

Buy

DDM

02/03/21

DMG & Partners

A-Reit

3.1

3.15

Neutral

Up from $3

02/03/21

CIMB

A-Reit

3.1

3.25

Add

DDM

02/03/21

Lim & Tan

A-Reit

3.1

0

Accumulate


02/08/21

Phillip

A-Reit

3.11

3.73

Buy

DDM

02/08/21

Jefferies

A-Reit

3.11

3.55

Buy


03/17/21

OCBC

A-Reit

2.97

3.89

Buy


03/17/21

Citi Research

A-Reit

2.97

3.3

Buy


03/18/21

Macquarie

A-Reit

3.05

3.25

Outperform


03/18/21

UOB Kay Hian

A-Reit

3.05

3.82

Buy

DDM

03/18/21

Kim Eng

A-Reit

3.05

3.6

Buy


03/18/21

CIMB

A-Reit

3.05

3.3

Add


03/18/21

DMG & Partners

A-Reit

3.07

3.2

Neutral

PB1.4x FY21

03/22/21

DBS Vickers

A-Reit

3.08

4

Buy


03/22/21

Citi Research

A-Reit

3.08

3.4

Buy


03/23/21

Phillip

A-Reit

3.08

3.64

Buy

DDM

04/09/21

OCBC

A-Reit

3.08

3.84

Buy


04/13/21

Phillip

A-Reit

3.06

3.64

Buy


04/26/21

Kim Eng

A-Reit

3.11

3.65

Buy

DDM

04/28/21

UOB Kay Hian

A-Reit

3.11

3.82

Buy

DDM

05/18/21

Kim Eng

A-Reit

2.9

3.65

Buy


05/18/21

Citi Research

A-Reit

2.9

3.35

Buy


05/25/21

Phillip

A-Reit

2.92

3.64

Buy


06/02/21

UOB Kay Hian

A-Reit

2.93

3.82

Buy

DDM

06/14/21

UOB Kay Hian

A-Reit

2.97

3.83

Buy

DDM

06/21/21

Phillip

A-Reit

2.92

3.65

Buy

DDM

07/06/21

Kim Eng

A-Reit

2.98

3.65

Buy


08/03/21

DMG & Partners

A-Reit

3.12

3.5

Buy


08/03/21

CIMB

A-Reit

3.12

3.31

Add


08/03/21

Kim Eng

A-Reit

3.12

3.65

Buy

DDM

08/05/21

Phillip

A-Reit

3.16

3.65

Buy

DDM

09/20/21

UOB Kay Hian

A-Reit

3.12

3.83

Buy


09/27/21

Kim Eng

A-Reit

3.1

3.65

Buy


09/30/21

Phillip

A-Reit

3.02

3.65

Buy


10/19/21

DBS Vickers

A-Reit

3.01

4

Buy

DCF

10/20/21

UOB Kay Hian

A-Reit

3.01

3.83

Buy

DDM

10/21/21

Kim Eng

A-Reit

3.04

3.65

Buy

DDM

10/21/21

DMG & Partners

A-Reit

3.04

3.6

Buy


10/21/21

Citi Research

A-Reit

3.04

3.35

Buy


11/16/21

DBS Vickers

A-Reit

3.1

4

Buy

DCF

11/16/21

Kim Eng

A-Reit

3.1

3.65

Buy

DDM

11/24/21

UOB Kay Hian

A-Reit

3.04

3.83

Buy


01/21/22

DMG & Partners

A-Reit

2.87

3.6

Buy


02/09/22

UOB Kay Hian

A-Reit

2.8

3.92

Buy

DDM

02/09/22

DBS Vickers

A-Reit

2.8

3.65

Buy


02/09/22

Kim Eng

A-Reit

2.8

3.65

Buy

DDM

02/09/22

CIMB

A-Reit

2.8

3.2

Add

DDM

02/09/22

Jefferies

A-Reit

2.8

3.25

Buy


02/09/22

Lim & Tan

A-Reit

2.8

3.41

Accumulate on weakness


02/11/22

OCBC

A-Reit

2.89

3.63

Buy


Yoma - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/05/21

Phillip

Yoma

0.285

0.46

Buy


02/05/21

Phillip

Yoma

0.2

0.34

Buy

Sum of parts (20% discount)

03/10/21

Phillip

Yoma

0.157

0.156

Neutral

PB0.45x

05/19/21

Phillip

Yoma

0.146

0.147

Neutral

PB0.45x

08/25/21

Phillip

Yoma

0.129

0.12

Neutral

PB0.45x

Stock calls for 18 February 2022

Date

Analyst

Company

Last

Target

Call

Valuation

02/18/22

phillip

DBS

36.53

41.6

Accumulate

GGM, PB1.79x FY22

02/18/22

CIMB

Far East Hospitality

0.605

0.746

Add


02/18/22

UOB Kay Hian

Genting

0.785

1.08

Buy

EV/Ebitda8.8x FY23

02/18/22

DBS Vickers

Genting

0.785

1

Buy

Sum of parts

02/18/22

OCBC

Keppel Corp

6.08

7

Buy


02/18/22

UOB Kay Hian

Mapletree Commercial

1.83

2.48

Buy

DDM

02/18/22

CIMB

Netlink

0.97

1.06

Add


02/18/22

Lim & Tan

OUE Commercial

0.435

0

Hold


02/18/22

Lim & Tan

Prime US Reit

0.82

0

Hold


02/18/22

Kim Eng

Prime US Reit

0.82

1.1

Buy

DDM

02/18/22

DBS Vickers

Sasseur

0.83

1.1

Buy

DCF

02/18/22

CIMB

SIA

5.41

5.86

Add


02/18/22

DMG & Partners

UOB

32.86

38.1

Buy

GGM, PB1.37x FY22

02/18/22

Jefferies

UOB

32.86

33.5

Buy


US President Biden is lying about the Russia-Ukraine war again!

The US is spreading falsehoods again, just like it did for the falsehoods about Xinjiang.  Therefore, I will debunk the US falsehoods again, just like I did for Xinjiang's genocide.

The US President Biden created the falsehood about Russia attacking Ukraine on 16 February 2022.


Well, the invasion didn't happen!

The US President Biden repeats the same lie again.  Biden might as well say that Russia would invade Ukraine on 29 February 2022. Hahaha!

How will we know whether Russia will invade Ukraine or not?

Actually, it is very easy.  As long as China doesn't evacuate its Chinese citizens or embassy staff in Ukraine, Russia won't attack Ukraine.

Here are the bases of my conclusion.

When the Taliban wanted to take over Afghanistan, it had to consider which country to approach for its future developments after the takeover.  Taliban knew it had to seek help from China and couldn't kill the Chinese in Afghanistan.  Therefore, it would inform China prior to any regime change.

China evacuated Chinese in early July 2021 before the Taliban took over Afghanistan in August 2021.


China is a major customer and the best buddy of Russia.  Therefore, Russia won't attack Ukraine without informing China as China will suffer casualties in Ukraine.  As long as China has not evacuated the Chinese in Ukraine, there won't be any war despite the repeated lies from the US.