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Friday, November 25, 2022

TTJ - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

05/23/22

Lim & Tan

TTJ

0.169

0.23

Reject offer

Offer $0.23

Stock calls for 25 November 2022

Date

Analyst

Company

Last

Target

Call

Valuation

11/25/22

CIMB

Hyphens Pharma

0.3

0.4

Add

DCF

11/25/22

Lim & Tan

Keppel Corp

7.49

0

Accumulate on weakness


11/25/22

CIMB

Kimly

0.35

0.39

Hold


11/25/22

CIMB

Sembcorp Marine

0.133

0.19

Add

PB1.6x FY23

11/25/22

UOB Kay Hian

Thai Beverage

0.615

0.87

Buy

Sum of parts

Thursday, November 24, 2022

Trans-China Auto - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

11/26/21

UOB Kay Hian

Trans-China Auto

0.29

0.39

Buy

PER6x FY22

03/16/22

UOB Kay Hian

Trans-China Auto

0.235

0.31

Buy

PER6x FY22

Top Glove - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

06/10/21

Kim Eng

Top Glove

1.6

1.45

Hold

Ringgit target $4.51

06/10/21

UOB Kay Hian

Top Glove

1.6

1.66

Hold

Ringgit target $5.15

07/05/21

Lim & Tan

Top Glove

1.31

0

Hold


09/21/21

UOB Kay Hian

Top Glove

0.91

1.19

Buy

Ringgit target $3.06, Cut from $3.70

03/10/22

Lim & Tan

Top Glove

0.555

0

Neutral


06/10/22

CIMB

Top Glove

0.385

0.315

Reduce

Ringgit target $1, Cut from $1.30

06/10/22

UOB Kay Hian

Top Glove

0.385

0.36

Hold

Ringgit target $1.15, PER23.5x FY23

09/21/22

CIMB

Top Glove

0.215

0.156

Reduce

Ringgit target $0.50

09/21/22

UOB Kay Hian

Top Glove

0.215

0.237

Hold

Ringgit target $0.76, PER31.4x FY23, Cut from $0.95

Tiong Woon - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

06/30/21

Lim & Tan

Tiong Woon

0.485

0.84

Buy

PB0.75x

08/27/21

Lim & Tan

Tiong Woon

0.525

0.84

Accumulate


10/04/21

Lim & Tan

Tiong Woon

0.475

0

Buy


01/14/22

Lim & Tan

Tiong Woon

0.46

0

Accumulate


02/15/22

Lim & Tan

Tiong Woon

0.48

0

Accumulate


03/14/22

Lim & Tan

Tiong Woon

0.5

0

Buy


08/23/22

UOB Kay Hian

Tiong Woon

0.555

0.88

Buy

PB0.7x FY22

08/29/22

UOB Kay Hian

Tiong Woon

0.54

0.85

Buy

PB0.7x FY22

Stock calls for 24 November 2022

Date

Analyst

Company

Last

Target

Call

Valuation

11/24/22

UOB Kay Hian

AEM

3.52

3

Hold


11/24/22

CIMB

Boustead Projects

0.795

1.35

Add

RNAV (25% disc)

11/24/22

JPM

DBS

35.36

37

Neutral


11/24/22

SAC Capital

First Reit

0.25

0.33

Buy

PB0.8x FY22

11/24/22

CIMB

Sembcorp Industries

3.2

4.78

Add

PER12x FY23

Wednesday, November 23, 2022

Tianjin Zhongxin - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

08/17/21

Lim & Tan

Tianjin Zhongxin

1.28

1.6

Buy

PER10x FY21

08/17/21

Lim & Tan

Tianjin Zhongxin

1.12

1.6

Accumulate


03/31/22

Lim & Tan

Tianjin Zhongxin

1.08

1.6

Buy


08/10/22

Lim & Tan

Tianjin Zhongxin

1.03

1.6

Buy


09/12/22

Lim & Tan

Tianjin Zhongxin

1.03

1.6

Buy


11/09/22

Lim & Tan

Tianjin Zhongxin

1

1.6

Buy