Hong Leong Asia - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
04/07/21	CIMB	Hong Leong Asia	0.825	1.18	Add	Sum of parts
04/28/21	UOB Kay Hian	Hong Leong Asia	1.04	1.38	Buy	PER12x FY22
06/07/21	DBS Vickers	Hong Leong Asia	0.965	1.14	Buy	Sum of parts
06/07/21	UOB Kay Hian	Hong Leong Asia	0.965	1.38	Buy
07/02/21	UOB Kay Hian	Hong Leong Asia	0.955	1.38	Buy
08/18/21	DBS Vickers	Hong Leong Asia	0.85	1.02	Buy	Sum of parts
08/19/21	UOB Kay Hian	Hong Leong Asia	0.855	1.38	Buy
08/20/21	CIMB	Hong Leong Asia	0.835	1.05	Add	Sum of parts
09/02/21	CIMB	Hong Leong Asia	0.87	1.05	Add	Sum of parts, PER10.5x CY22
09/24/21	DBS Vickers	Hong Leong Asia	0.81	1.02	Buy

Ho Bee - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
10/20/20	UOB Kay Hian	Ho Bee	2.28	3.32	Buy	RNAV (40% discount)
04/27/21	UOB Kay Hian	Ho Bee	2.75	3.32	Buy	RNAV (40% discount)
06/11/21	DBS Vickers	Ho Bee	2.95	3.8	Buy	RNAV (40% discount)
06/29/21	Lim & Tan	Ho Bee	2.86	3.6	Accumulate
08/16/21	Lim & Tan	Ho Bee	2.84	3.8	Accumulate

Stock calls for 27 September 2021

Date	Analyst	Company	Last	Target	Call	Valuation
09/27/21	Kim Eng	A-Reit	3.1	3.65	Buy
09/27/21	Lim & Tan	Centurion	0.34	0.4	Buy
09/27/21	Kim Eng	DBS	29.35	35.11	Buy
09/27/21	Lim & Tan	Food Empire	0.76	1.26	Accumulate
09/27/21	UOB Kay Hian	Keppel Corp	5.22	6.48	Buy
09/27/21	UOB Kay Hian	Sembcorp Industries	1.85	2.59	Buy
09/27/21	Phillip	Starhub	1.24	1.24	Neutral	EV/Ebitda6x FY21
09/27/21	Kim Eng	Wilmar	4.08	6.03	Buy

Baltic dry index - 4644

 Related stock: Sembcorp Marine, Cosco & Pan ocean.

US rig count (weekly) - 521

 

Related stock: Sembcorp Marine & Cosco.

Hi-P - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
10/05/20	CIMB	Hi-P	1.14	1.23	Hold
12/21/20	Kim Eng	Hi-P	2	1.23	Sell	Accept offer price of $2
12/21/20	Lim & Tan	Hi-P	2	2	Accept Offer	offer price @ $2

Great Eastern - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/02/21	Lim & Tan	Great Eastern	21.61	26	Accumulate

Grand Venture - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
02/23/21	CIMB	Grand Venture	0.54	0.605	Add	GGM, PB3.31x FY21
05/24/21	CIMB	Grand Venture	0.735	1.12	Add
06/11/21	CIMB	Grand Venture	0.85	1.12	Add	GGM, PB5.37x FY21
07/23/21	SAC Capital	Grand Venture	1.02	1.18	Buy	DCF, PER21.2x FY22
08/12/21	CIMB	Grand Venture	1.23	1.41	Add
08/13/21	SAC Capital	Grand Venture	1.23	1.3	Hold	DCF, PER22.2x FY22

Stock calls for 24 September 2021

Date	Analyst	Company	Last	Target	Call	Valuation
09/24/21	DBS Vickers	Hong Leong Asia	0.81	1.02	Buy

Golden Energy - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
07/08/21	UOB Kay Hian	Golden Energy	0.34	0.54	Buy
08/25/21	Amfrasers	Golden Energy	0.27	0.64	outperform	DCF