Date | Analyst | Company | Last | Target | Call | Valuation |
03/04/24 | CIMB | APAC Realty | 0.44 | 0.54 | Add | DCF |
03/04/24 | Phillip | Capitaland Investment | 2.71 | 3.38 | Buy | Sum of parts |
03/04/24 | Phillip | China Aviation Oil | 0.905 | 1.05 | Buy | DCF |
03/04/24 | UOB Kay Hian | Civmec | 0.74 | 1.23 | Buy | PER11x FY24 |
03/04/24 | UOB Kay Hian | Comfortdelgro | 1.36 | 1.58 | Buy | PER15x FY24 |
03/04/24 | phillip | Comfortdelgro | 1.36 | 1.63 | Buy | DCF |
03/04/24 | UOB Kay Hian | Delfi | 0.965 | 1.07 | Hold | PER11x FY24 |
03/04/24 | DMG & Partners | Food Empire | 1.44 | 1.75 | Buy | PER11x FY24 |
03/04/24 | UOB Kay Hian | Mapletree Industrial | 2.26 | 2.98 | Buy | DDM |
03/04/24 | UOB Kay Hian | Marco Polo | 0.055 | 0.07 | Buy | PER9x FY24 |
03/04/24 | phillip | Propnex | 0.865 | 0.97 | Accumulate | DCF |
03/04/24 | UOB Kay Hian | SATS | 2.66 | 3.22 | Buy | PER16.8x FY26 |
03/04/24 | phillip | SATS | 2.66 | 2.31 | Reduce | DCF |
03/04/24 | UOB Kay Hian | Sembcorp Industries | 5.09 | 7.49 | Buy | PER13.6x |
03/04/24 | UOB Kay Hian | Singtel | 2.34 | 2.99 | Buy | DCF |
03/04/24 | Phillip | ST Engineering | 3.97 | 4.5 | Accumulate | |
03/04/24 | DMG & Partners | ST Engineering | 3.97 | 4.5 | Buy | Sum of parts |
03/04/24 | Lim & Tan | ST Engineering | 3.97 | 0 | Accumulate | |
03/04/24 | UOB Kay Hian | Venture | 14 | 16.37 | Buy | PER17x FY24 |
Monday, March 4, 2024
Stock calls for 4 March 2024
Saturday, March 2, 2024
US ISM PMI had continued to contract in February 2024.
PMI: 47.8
PMI process chart:From the PMI process chart, we could see that there was a significant drop in new local order (est'd -9.7) which caused the new order to drop to 49.2 (-3.3). This drop in local consumption corroborated with our earlier warning for the waning US consumption (see below).
Friday, March 1, 2024
Hour Glass - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
05/26/23 | DBS Vickers | Hour Glass | 2 | 2.12 | Hold |
Hotel Properties - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/20/23 | DBS Vickers | Hotel Properties | 3.54 | 4.35 | Buy | RNAV (25% disc) |
03/02/23 | DBS Vickers | Hotel Properties | 3.55 | 4.35 | Buy | RNAV (25% disc) |
06/13/23 | DBS Vickers | Hotel Properties | 3.91 | 4.35 | Buy | RNAV (25% disc) |
08/29/23 | DBS Vickers | Hotel Properties | 3.9 | 4.35 | Buy | RNAV (25% disc) |
Hongkong Land - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/17/23 | DBS Vickers | Hongkong Land | 4.9 | 5.93 | Buy | RNAV (50% disc) |
03/03/23 | Lim & Tan | Hongkong Land | 4.63 | 5.19 | Buy on weakness | |
03/06/23 | DBS Vickers | Hongkong Land | 4.53 | 5.33 | Buy | RNAV (55% discount) |
03/08/23 | CIMB | Hongkong Land | 4.5 | 4.4 | Hold | |
04/04/23 | Lim & Tan | Hongkong Land | 4.4 | 5.11 | Accumulate | |
05/19/23 | Lim & Tan | Hongkong Land | 4.38 | 5.11 | Accumulate | |
06/30/23 | DBS Vickers | Hongkong Land | 3.97 | 5.33 | Buy | RNAV (55% discount) |
07/26/23 | CIMB | Hongkong Land | 3.6 | 4 | Hold | RNAV (60% disc) |
08/01/23 | DBS Vickers | Hongkong Land | 3.67 | 4.56 | Buy | RNAV (60% disc) |
10/19/23 | DBS Vickers | Hongkong Land | 3.45 | 4.56 | Buy | |
01/08/24 | Morgan Stanley | Hongkong Land | 3.44 | 3.8 | Equal-weight | Cut from $5.90 |