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Friday, May 7, 2021

Sheng Siong - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

05/01/20

Amfrasers

Sheng Siong

1.49

1.46

Neutral


05/19/20

DBS Vickers

Sheng Siong

1.56

1.66

Buy

PER25x FY21

05/29/20

DMG & Partners

Sheng Siong

1.52

1.72

Buy

DCF

06/08/20

DMG & Partners

Sheng Siong

1.56

1.72

Buy

DCF

06/22/20

phillip

Sheng Siong

1.54

0

Hold


07/30/20

DBS Vickers

Sheng Siong

1.73

1.91

Buy

PER25x FY21

08/03/20

phillip

Sheng Siong

1.7

1.65

Neutral

PER25x FY21

08/03/20

DMG & Partners

Sheng Siong

1.7

1.87

Buy

DCF

08/04/20

OCBC

Sheng Siong

1.69

1.85

Hold


08/06/20

Amfrasers

Sheng Siong

1.84

1.58

Neutral


09/09/20

Lim & Tan

Sheng Siong

1.65

0

Buy


09/24/20

Lim & Tan

Sheng Siong

1.7

0

Take Profit


10/30/20

DMG & Partners

Sheng Siong

1.65

1.87

Buy

DCF

10/30/20

DBS Vickers

Sheng Siong

1.65

1.9

Buy

PER25x FY21

11/02/20

phillip

Sheng Siong

1.67

1.71

Neutral

PER25x FY21

11/02/20

UOB Kay Hian

Sheng Siong

1.67

1.74

Hold

PER24.6x FY21, Buy @ $1.58

11/11/20

Amfrasers

Sheng Siong

1.62

1.58

Neutral

DCF

01/20/21

DMG & Partners

Sheng Siong

1.56

1.87

Buy


02/03/21

DBS Vickers

Sheng Siong

1.61

1.9

Buy


02/25/21

DBS Vickers

Sheng Siong

1.57

1.77

Buy

PER25x FY21

02/26/21

phillip

Sheng Siong

1.57

1.71

Accumulate

PER25x FY21

02/26/21

OCBC

Sheng Siong

1.57

1.79

Buy


02/26/21

CIMB

Sheng Siong

1.57

1.88

Add


04/14/21

CIMB

Sheng Siong

1.53

1.88

Add


04/27/21

Lim & Tan

Sheng Siong

1.56

0

Hold


04/28/21

UOB Kay Hian

Sheng Siong

1.54

1.74

Hold


04/28/21

CIMB

Sheng Siong

1.54

1.6

Hold


04/28/21

DBS Vickers

Sheng Siong

1.54

1.77

Buy


04/28/21

DMG & Partners

Sheng Siong

1.54

1.7

Neutral


04/28/21

OCBC

Sheng Siong

1.54

1.72

Buy


04/29/21

phillip

Sheng Siong

1.55

1.71

Accumulate

PER25x FY21

Stock calls for 7 May 2021

Date

Analyst

Company

Last

Target

Call

Valuation

05/07/21

Kim Eng

AIMS AMP Cap Ind Reit

1.41

1.6

Buy

DDM

05/07/21

Soochow

ESR-Reit

0.41

0.47

Buy


05/07/21

CIMB

ESR-Reit

0.41

0.494

Add


05/07/21

DIR

ESR-Reit

0.41

0.39

Hold


05/07/21

Citi Research

ESR-Reit

0.41

0.45

Buy


05/07/21

DBS Vickers

Frasers Logistics

1.47

1.85

Buy

DCF

05/07/21

DBS Vickers

Medtecs

1.03

0.92

Hold

PER10x FY22

05/07/21

Lim & Tan

OCBC

12.4

0

Accumulate


05/07/21

Amfrasers

Sarine

0.575

0.65

Buy

PER25x FY22

05/07/21

UOB Kay Hian

Singapore Post

0.745

0.73

Hold


05/07/21

DBS Vickers

Singapore Post

0.745

0.69

Hold

PER24x FY22

05/07/21

CIMB

SPH

1.79

2.09

Add

$1.94 target

05/07/21

OCBC

SPH

1.79

1.92

Hold


05/07/21

Phillip

Starhub

1.26

1.24

Neutral

Ev/Ebitda 6x

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


A fully vaccinated infectious disease doctor died after being exposed to covid in India.

https://sg.news.yahoo.com/vaccinated-american-doctor-dies-travelling-231602154.html

This has shown that the US vaccine has low efficacy for a fully vaccinated person who is exposed to the covid virus on a daily basis.

We had already questioned the US efficacy previously.

Hahaha! We had just spooked the US Fed.

https://www.cnbc.com/2021/05/06/fed-warns-of-possible-significant-declines-in-stocks-as-valuations-climb.html

The US FED warned about a potential financial meltdown after our posting of an impending financial crisis in 2022.


The financial market is getting dicey because US Treasury Secretary Janet Yellen has spooked the financial market first with her rate hike speech but she has retracted it later.  Then, the US FED has warned about a financial meltdown now.

We can see that they're starting to get edgy about the financial markets.