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Thursday, May 27, 2021

UOL - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

05/19/20

Lim & Tan

UOL

6.67

0

Buy


05/19/20

CIMB

UOL

6.67

7.25

Add


05/28/20

Macquarie

UOL

6.71

10.15

Outperform


07/30/20

DBS Vickers

UOL

6.7

9.5

Buy


08/06/20

DBS Vickers

UOL

6.59

8.4

Buy

RNAV (30% discount), PB0.7x

08/14/20

CIMB

UOL

6.64

7.29

Add


08/19/20

Macquarie

UOL

6.53

8.85

Outperform


09/15/20

Lim & Tan

UOL

6.65

0

Buy


09/16/20

CIMB

UOL

6.7

7.29

Add


10/16/20

CIMB

UOL

6.76

7.29

Add


10/16/20

Lim & Tan

UOL

6.76

0

Buy


11/12/20

CIMB

UOL

7.09

7.6

Add


11/13/20

Lim & Tan

UOL

7.01

0

Buy


11/13/20

OCBC

UOL

7.01

8.48

Buy

RNAV (30% discount)

11/30/20

Macquarie

UOL

7.55

8.85

Outperform


12/04/20

CIMB

UOL

7.45

7.6

Add


12/07/20

Macquarie

UOL

7.67

8.85

Outperform


12/16/20

Macquarie

UOL

7.68

9.1

Outperform

RNAV (35% discount)

01/19/21

CIMB

UOL

7.89

7.6

Add


01/20/21

Macquarie

UOL

7.83

8.85

Outperform


03/01/21

CIMB

UOL

7.39

7.91

Add


03/01/21

Lim & Tan

UOL

7.39

0

Accumulate


03/05/21

OCBC

UOL

7.46

8.91

Buy

RNAV (30% discount)

04/05/21

CIMB

UOL

7.89

7.91

Add


04/22/21

OCBC

UOL

7.87

8.91

Buy


Stock calls for 27 May 2021

Date

Analyst

Company

Last

Target

Call

Valuation

05/27/21

DMG & Partners

ARA Logistics

0.77

0.85

Buy


05/27/21

Phillip

ART

0.965

1.17

Buy


05/27/21

CIMB

Boustead Projects

1.11

1.4

Add


05/27/21

Lim & Tan

Bukit Sembawang

4.61

5.57

Buy

RNAV

05/27/21

DBS Vickers

Dairy Farm

4.45

4.78

Buy

Sum of parts

05/27/21

UOB Kay Hian

Far East Hospitality

0.575

0.71

Buy

DDM

05/27/21

Phillip

Frasers Centrepoint Trust

2.29

2.88

Buy


05/27/21

DMG & Partners

ST Engineering

3.81

4.5

Buy


Wednesday, May 26, 2021

The EU and US are showing to the world their hypocrisies.

https://www.reuters.com/world/europe/belarus-forces-vilnius-bound-ryanair-plane-land-detain-blogger-2021-05-23/

The US and EU might sanction Belarus for the airplane's forced landing but they did the exact same thing to a Bolivian President's plane in 2013 without feeling any remorse.  Yes, a President's plane!  Which is more serious? A forced landing of a president's plane or a commercial plane?


The world really needs a universal rules-based order and not a selective rules-based order based on prowess.

This kind of biased and absurd mentality "I can do it but you cannot!" must be admonished.

Astrazeneca vaccine doesn't live up to its reported efficacy rate in UK.

https://www.cnbc.com/2021/05/24/two-doses-of-covid-vaccines-provide-protection-against-india-variant.html

As stated by PHE, the Astrazeneca vaccine had a 60% efficacy rate against the Indian variant in UK but the Greater Manchester region was experiencing an upsurge in infections.  It was reported to have 4x more infections than the national average in the latest statistics.

https://www.manchestereveningnews.co.uk/news/greater-manchester-news/latest-coronavirus-infection-rates-greater-20669534


Seychelles is at least 60% vaccinated but its infections are still rising.  This could be due to the Astrazeneca vaccine too.

https://edition.cnn.com/2021/05/14/africa/seychelles-covid-vaccination-infection-intl-hnk-dst/index.html

Tuesday, May 25, 2021

UOB-Kay Hian - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

05/06/20

Lim & Tan

UOB-Kay Hian

1.16

0

Buy


04/09/21

Lim & Tan

UOB-Kay Hian

1.68

1.95

Accumulate


UOB - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

05/06/20

Macquarie

UOB

19.9

21.25

Outperform


05/06/20

Lim & Tan

UOB

19.9

0

Buy


05/06/20

DMG & Partners

UOB

19.9

19.4

Neutral

GGM, PB0.83x FY20

05/08/20

DBS Vickers

UOB

19.88

17.5

Hold

GGM, PB0.7x FY21

05/08/20

Citi Research

UOB

19.88

18

Sell


05/08/20

Jefferies

UOB

19.88

19

Hold


05/11/20

phillip

UOB

19.9

20.7

Accumulate

GGM, PB0.9x FY20

05/11/20

Kim Eng

UOB

19.9

22.42

Buy


05/11/20

CIMB

UOB

19.9

19.04

Hold


05/14/20

OCBC

UOB

19.69

21.5

Hold

PB1x

06/01/20

DBS Vickers

UOB

19.5

17.5

Hold

GGM, PB0.7x FY21

06/08/20

phillip

UOB

22

20.7

Neutral


06/08/20

Citi Research

UOB

22

25

Buy


06/08/20

Lim & Tan

UOB

22

0

Hold


06/11/20

Macquarie

UOB

23.1

23

Neutral

PB

06/18/20

DMG & Partners

UOB

21.03

19.4

Neutral


06/26/20

Morgan Stanley

UOB

20.27

22.9

Overweight


07/01/20

CIMB

UOB

20.23

19.04

Hold

GGM

07/03/20

phillip

UOB

20.61

20.7

Neutral


07/21/20

Jefferies

UOB

20.55

22

Hold


07/21/20

Kim Eng

UOB

20.55

22.42

Buy


07/22/20

DBS Vickers

UOB

20.7

20.9

Hold

GGM, PB0.8x FY21

07/30/20

Macquarie

UOB

20.02

21

Neutral

PB

07/30/20

OCBC

UOB

20.02

21.5

Hold


07/30/20

Jefferies

UOB

20.02

20

Hold


08/04/20

Macquarie

UOB

19.07

21

Neutral

PB

08/06/20

Lim & Tan

UOB

19.42

0

Accumulate


08/07/20

Kim Eng

UOB

19.76

20.79

Hold

DDM

08/07/20

DMG & Partners

UOB

19.76

18.8

Neutral

GGM, PB0.8x FY20

08/07/20

DBS Vickers

UOB

19.76

22.2

Buy

GGM, PB0.9x FY21

08/07/20

CIMB

UOB

19.76

19.04

Hold


08/11/20

CIMB

UOB

19.58

20.58

Hold


08/11/20

Jefferies

UOB

19.58

18

Hold


08/12/20

Macquarie

UOB

19.65

20.85

Neutral


08/12/20

phillip

UOB

19.65

20.4

Accumulate

GGM, PB0.87x

09/02/20

Macquarie

UOB

19.62

20.85

Neutral


09/07/20

phillip

UOB

19.45

20.4

Accumulate


09/11/20

DBS Vickers

UOB

19.39

22.2

Buy

GGM, PB0.9x FY21

09/21/20

Kim Eng

UOB

19.21

20.79

Hold


10/01/20

CIMB

UOB

19.03

20.58

Hold


10/07/20

OCBC

UOB

19.53

21.5

Buy


10/12/20

phillip

UOB

19.45

20.4

Accumulate


10/21/20

Kim Eng

UOB

19.63

20.79

Hold


10/22/20

DBS Vickers

UOB

19.92

22.2

Buy


11/03/20

DBS Vickers

UOB

19.03

22.2

Buy

GGM, PB0.85x FY21

11/04/20

phillip

UOB

19.45

20.4

Accumulate


11/04/20

Lim & Tan

UOB

19.45

0

Accumulate


11/05/20

CIMB

UOB

19.8

22.52

Add

GGM

11/05/20

Kim Eng

UOB

19.8

21.24

Hold

DDM

11/06/20

OCBC

UOB

20.44

21.5

Buy


11/09/20

phillip

UOB

20.45

21.1

Accumulate

GGM, PB0.83x FY21

11/09/20

Jefferies

UOB

20.45

22

Hold


11/13/20

OCBC

UOB

21.6

24.3

Buy


11/18/20

Jefferies

UOB

22.04

25

Buy


11/24/20

DBS Vickers

UOB

23.13

24.8

Buy

GGM, PB1x FY21

11/25/20

Kim Eng

UOB

23.6

21.24

Sell


11/30/20

CIMB

UOB

23.06

27.72

Add

GGM, PB1.1x FY21

12/01/20

Macquarie

UOB

22.51

23.5

Outperform


12/07/20

phillip

UOB

23.05

21.1

Neutral


12/07/20

Kim Eng

UOB

23.05

21.24

Sell


12/16/20

Macquarie

UOB

22.89

26.25

Outperform


01/04/21

DBS Vickers

UOB

22.59

24.8

Buy


01/04/21

CIMB

UOB

22.59

27.72

Add


01/06/21

phillip

UOB

22.57

21.1

Neutral


01/12/21

OCBC

UOB

23.79

26.3

Buy

GGM, PB1.2x

01/25/21

Macquarie

UOB

23.7

26.25

Outperform


01/27/21

DBS Vickers

UOB

23.33

26.8

Buy

GGM, PB1.04x FY21

01/27/21

Kim Eng

UOB

23.33

25.57

Hold


02/02/21

Macquarie

UOB

23.55

26.6

Outperform


02/04/21

phillip

UOB

23.52

21.1

Neutral


02/17/21

DMG & Partners

UOB

24.02

21

Neutral


02/25/21

DBS Vickers

UOB

23.88

26.8

Buy

GGM, PB1.04x FY21

02/25/21

Lim & Tan

UOB

23.88

0

Accumulate


02/26/21

Macquarie

UOB

24.64

26.6

Outperform


02/26/21

DBS Vickers

UOB

24.64

27.6

Buy


02/26/21

Kim Eng

UOB

24.64

26.24

Hold


02/26/21

CIMB

UOB

24.64

27.72

Add

GGM

03/01/21

OCBC

UOB

24.62

27.3

Buy


03/01/21

DMG & Partners

UOB

24.62

26.4

Neutral

GGM, PB1.05x

03/03/21

phillip

UOB

24.99

28.7

Accumulate

PB1.17x

04/01/21

CIMB

UOB

25.83

27.72

Add


04/01/21

DBS Vickers

UOB

25.83

27.6

Buy


04/05/21

phillip

UOB

25.8

28.7

Accumulate


04/20/21

DBS Vickers

UOB

26.23

29.2

Buy

GGM, PB1.1x FY22

04/22/21

Macquarie

UOB

25.79

29

Outperform


05/06/21

OCBC

UOB

26.3

29

Buy

PB

05/06/21

Lim & Tan

UOB

26.3

0

Accumulate


05/07/21

phillip

UOB

26.03

28.7

Accumulate

GGM, PB1.17x FY21

05/07/21

Kim Eng

UOB

26.03

29.34

Buy


05/07/21

DMG & Partners

UOB

26.03

30.2

Buy


05/07/21

CIMB

UOB

26.03

28.84

Add


05/12/21

Macquarie

UOB

26.18

30

Outperform