Hongkong Land - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
10/16/20	Lim & Tan	Hongkong Land	3.79	0	Buy
12/02/20	CIMB	Hongkong Land	4.19	5.1	Add
03/16/21	CIMB	Hongkong Land	5.15	5.7	Add	RNAV (45% discount), Up from $5.30
07/30/21	Lim & Tan	Hongkong Land	4.57	6.03	Buy
08/02/21	DBS Vickers	Hongkong Land	4.54	5.23	Buy	RNAV (55% discount)
08/04/21	CIMB	Hongkong Land	4.57	5.7	Add
09/07/21	DBS Vickers	Hongkong Land	4.2	5.41	Buy	RNAV (55% discount)
09/07/21	CIMB	Hongkong Land	4.2	5.7	Add	RNAV (45% discount)
09/07/21	Lim & Tan	Hongkong Land	4.2	5.81	Accumulate
09/10/21	Morningstar	Hongkong Land	4.85	7.4	Buy	Up from $7.20
09/17/21	Lim & Tan	Hongkong Land	4.66	5.9	Accumulate

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