Date | Analyst | Company | Last | Target | Call | Valuation |
01/07/22 | Phillip | Keppel Corp | 5.11 | 7.07 | Buy | Sum of parts |
01/21/22 | Lim & Tan | Keppel Corp | 5.31 | 6.7 | Accumulate | |
01/24/22 | DBS Vickers | Keppel Corp | 5.38 | 6.2 | Buy | |
01/26/22 | UOB Kay Hian | Keppel Corp | 5.31 | 6.74 | Buy | |
01/28/22 | Citi Research | Keppel Corp | 5.29 | 6.35 | Buy | Sum of parts (10% discount) |
01/28/22 | DBS Vickers | Keppel Corp | 5.29 | 6.9 | Buy | Sum of parts |
01/28/22 | Lim & Tan | Keppel Corp | 5.29 | 6.67 | Accumulate | |
01/28/22 | UOB Kay Hian | Keppel Corp | 5.29 | 6.94 | Buy | Sum of parts |
02/08/22 | Amfrasers | Keppel Corp | 5.89 | 6.22 | Buy | Sum of parts |
02/10/22 | CIMB | Keppel Corp | 6.04 | 7.2 | Add | |
02/10/22 | DBS Vickers | Keppel Corp | 6.04 | 6.9 | Buy | |
02/10/22 | Lim & Tan | Keppel Corp | 6.04 | 6.8 | Accumulate | |
02/11/22 | Phillip | Keppel Corp | 6.03 | 7.07 | Buy | Sum of parts |
02/18/22 | OCBC | Keppel Corp | 6.08 | 7 | Buy | |
03/14/22 | UOB Kay Hian | Keppel Corp | 6.13 | 6.94 | Buy | |
04/01/22 | CIMB | Keppel Corp | 6.42 | 7.2 | Add | Sum of parts |
04/01/22 | Lim & Tan | Keppel Corp | 6.42 | 6.85 | Buy | |
04/04/22 | Phillip | Keppel Corp | 6.46 | 7.07 | Buy | Sum of parts, PB1x |
04/22/22 | UOB Kay Hian | Keppel Corp | 6.65 | 7.25 | Buy | Sum of parts |
04/28/22 | CIMB | Keppel Corp | 6.66 | 7.2 | Add | Sum of parts |
04/28/22 | UOB Kay Hian | Keppel Corp | 6.66 | 10.11 | Buy | Sum of parts |
04/29/22 | OCBC | Keppel Corp | 6.86 | 8.78 | Buy | |
05/09/22 | Lim & Tan | Keppel Corp | 6.79 | 0 | Accumulate | |
05/24/22 | Lim & Tan | Keppel Corp | 6.77 | 7.6 | Accumulate | |
06/01/22 | Lim & Tan | Keppel Corp | 6.89 | 7.6 | Accumulate | |
06/15/22 | CIMB | Keppel Corp | 6.69 | 7.2 | Add | |
06/15/22 | Citi Research | Keppel Corp | 6.69 | 7.45 | Buy | Up from $6.35 |
07/07/22 | UOB Kay Hian | Keppel Corp | 6.45 | 10.11 | Buy | |
07/14/22 | CIMB | Keppel Corp | 6.59 | 7.2 | Add | Sum of parts |
07/19/22 | Lim & Tan | Keppel Corp | 6.49 | 7.7 | Accumulate | |
07/29/22 | CIMB | Keppel Corp | 6.77 | 9.37 | Add | Sum of parts |
08/01/22 | Phillip | Keppel Corp | 6.88 | 8.95 | Buy | PB1.2x FY22 |
08/01/22 | Lim & Tan | Keppel Corp | 6.88 | 8.43 | Accumulate | |
08/02/22 | OCBC | Keppel Corp | 6.96 | 8.78 | Buy | |
08/02/22 | UOB Kay Hian | Keppel Corp | 6.96 | 10.11 | Buy | |
08/16/22 | CIMB | Keppel Corp | 6.96 | 9.37 | Add | Sum of parts |
08/25/22 | Lim & Tan | Keppel Corp | 7.01 | 8.69 | Accumulate | |
08/31/22 | Lim & Tan | Keppel Corp | 7.19 | 8.7 | Buy | |
09/06/22 | Lim & Tan | Keppel Corp | 7.41 | 8.69 | Accumulate | |
09/12/22 | UOB Kay Hian | Keppel Corp | 7.4 | 10.11 | Buy | Sum of parts |
09/29/22 | Citi Research | Keppel Corp | 6.76 | 7.45 | Buy | |
10/04/22 | Phillip | Keppel Corp | 6.86 | 8.95 | Buy | Sum of parts |
10/17/22 | Lim & Tan | Keppel Corp | 6.68 | 8.79 | Accumulate on weakness | |
10/28/22 | UOB Kay Hian | Keppel Corp | 6.65 | 10.11 | Buy | |
11/11/22 | Lim & Tan | Keppel Corp | 7.1 | 9.09 | Accumulate on weakness | |
11/14/22 | UOB Kay Hian | Keppel Corp | 7.24 | 10.11 | Buy | |
11/25/22 | Lim & Tan | Keppel Corp | 7.49 | 0 | Accumulate on weakness | |
12/14/22 | Lim & Tan | Keppel Corp | 7.44 | 9.18 | Accumulate | |
01/04/23 | UOB Kay Hian | Keppel Corp | 7.27 | 10.11 | Buy | |
01/05/23 | Phillip | Keppel Corp | 7.22 | 8.95 | Buy | |
01/05/23 | Lim & Tan | Keppel Corp | 7.22 | 9.18 | Accumulate |
Friday, January 20, 2023
Keppel Corp - Stock calls
Stock calls for 19 January 2023
Date | Analyst | Company | Last | Target | Call | Valuation |
01/19/23 | Lim & Tan | SATS | 2.94 | 3.57 | Buy | |
01/19/23 | UOB Kay Hian | Sheng Siong | 1.64 | 1.91 | Buy | PER21x FY23 |
Activist Greta Thunberg was busted!
https://www.asiaone.com/world/climate-protest-not-crime-activist-greta-thunberg-says-after-detention
The news article above stated that she was detained. Yes, she got busted this time by the video below. The video depicted a different story which blithely showed a staged act.
Thursday, January 19, 2023
China has cut its US treasury holdings to US$870B.
China has cut its US treasury holdings to US$870B but HK is buying more US treasuries because its HKD is pegged to USD. It is a matter of time that HKD will have to de-peg from the USD so that the HK monetary policies can be in sync with China.
Investors are bailing out the US market in January 2023.
Jumbo - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/14/22 | Lim & Tan | Jumbo | 0.315 | 0 | Hold | |
01/14/22 | CIMB | Jumbo | 0.315 | 0.31 | Hold | |
05/19/22 | CIMB | Jumbo | 0.29 | 0.3 | Hold | |
08/01/22 | SAC Capital | Jumbo | 0.255 | 0.38 | Buy | |
12/08/22 | SAC Capital | Jumbo | 0.27 | 0.38 | Buy | |
12/15/22 | CIMB | Jumbo | 0.295 | 0.35 | Add |
Jiutian - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/11/22 | UOB Kay Hian | Jiutian | 0.078 | 0.14 | Buy | PER5x FY21 |
01/20/22 | CIMB | Jiutian | 0.083 | 0.15 | Add | |
03/01/22 | CIMB | Jiutian | 0.082 | 0.15 | Add | |
04/05/22 | UOB Kay Hian | Jiutian | 0.09 | 0.168 | Buy | PER4.3x FY22 |
05/05/22 | CIMB | Jiutian | 0.094 | 0.17 | Add | |
05/11/22 | UOB Kay Hian | Jiutian | 0.099 | 0.18 | Buy | PER3.5x FY22 |
05/17/22 | Amfrasers | Jiutian | 0.098 | 0.245 | Outperform | PER4.5x |
08/12/22 | CIMB | Jiutian | 0.096 | 0.18 | Add |
