Time will tell the truth and the truth is coming to the fore as time passes. More people are uncovering the truth and voicing the truth now. When someone pokes your eye, will you just smile or fight back? The US used Ukraine to poke Russia's eye and Russia fought back just as expected.
Sunday, March 27, 2022
Analyses of US main street economic indicators. - Part 6
Let's take the economic pulse of the US again.
The US is having full employment now and the unemployment rate is unlikely to trend lower.
Friday, March 25, 2022
Bank of America and Citibank also concur with our analysis about US rate hikes.
Hour Glass - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/17/22 | Amfrasers | Hour Glass | 2.01 | 2.32 | Buy | DCF |
03/15/22 | DBS Vickers | Hour Glass | 2 | 2.62 | Buy | DCF & PER14.5x |
Hongkong Land - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
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 | |
10/06/21 | DBS Vickers | Hongkong Land | 4.85 | 5.41 | Buy | |
10/06/21 | CIMB | Hongkong Land | 4.85 | 5.48 | Add | |
11/04/21 | CIMB | Hongkong Land | 5.52 | 6.3 | Add | RNAV (40% discount) |
11/16/21 | DBS Vickers | Hongkong Land | 5.73 | 6.55 | Buy | RNAV (45% discount) |
11/17/21 | Lim & Tan | Hongkong Land | 5.75 | 6.5 | Accumulate | |
12/16/21 | Lim & Tan | Hongkong Land | 5.41 | 0 | Accumulate on weakness | |
01/18/22 | DBS Vickers | Hongkong Land | 5.42 | 6.64 | Buy | |
03/04/22 | Lim & Tan | Hongkong Land | 5.4 | 0 | Accumulate | |
03/07/22 | DBS Vickers | Hongkong Land | 5.4 | 6.61 | Buy | RNAV (45% discount) |
03/07/22 | CIMB | Hongkong Land | 5.4 | 6.1 | Add | RNAV |
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 | |
10/22/21 | UOB Kay Hian | Hong Leong Asia | 0.87 | 1.38 | Buy | |
02/28/22 | DBS Vickers | Hong Leong Asia | 0.765 | 1.02 | Buy | |
03/09/22 | CIMB | Hong Leong Asia | 0.78 | 1 | Add | Sum of parts |
Stock calls for 25 March 2022
Date | Analyst | Company | Last | Target | Call | Valuation |
03/25/22 | DMG & Partners | Marco Polo | 0.029 | 0.04 | Buy | |
03/25/22 | UOB Kay Hian | United Hampshire | 0.62 | 0.97 | Buy | DDM |
03/25/22 | Lim & Tan | UOB | 32.03 | 0 | Accumulate |