Date | Analyst | Company | Last | Target | Call | Valuation |
04/03/23 | Lim & Tan | Civmec | 0.685 | 0 | Buy | |
04/03/23 | DMG & Partners | DBS | 33 | 39.8 | Buy | |
04/03/23 | CIMB | Thai Beverage | 0.63 | 0.88 | Add | |
04/03/23 | Lim & Tan | Tianjin Zhongxin | 1.53 | 1.88 | Buy | |
04/03/23 | CIMB | Venture | 17.67 | 20.1 | Add |
Tuesday, April 4, 2023
Stock calls for 3 April 2023
Sunday, April 2, 2023
Does Belarus have sovereignty rights, territorial integrity, and political independence?
Belarus is an independent state and it has the prerogative to form any strategic military alliance with another country for its own security. By depriving Belarus of such rights, the western world has violated the sovereignty rights of a nation.
If the western world can deprive Belarus, Cuba and Solomon of such rights, Russia also has the same prerogative to deprive Ukraine of joining NATO based on the universal rules based order unless the rules based order is discriminatory.
https://sg-stock.blogspot.com/2022/03/the-hard-truth-russia-is-not-wrong-to.html
China is investigating Micron chips for cybersecurity breaches.
Micron has 11% exposure to the China market and China's investigation into Micron will definitely make the other semiconductor manufacturers uptight because of the tit-for-tat action against the US. Although the 11% is insignificant to Micron, the other Chinese electronic component supplies are the ones that worry the semiconductor manufacturers as China is a manufacturing hub. These semiconductor manufacturers' sales will decline severely if China restricts the sales of other electronic components to them.
The US stock markets rose significantly because of receding inflation data.
The US Fed's favourite inflation indicator, Core PCE price index, had been receding which caused the US stock markets to rise significantly. However, we do not see the Fed to reduce its rates for 2023 because of persistent sticky inflation.
Saturday, April 1, 2023
First Ship Lease Trust - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/08/22 | Phillip | First Ship Lease Trust | 0.075 | 0.04 | Sell |
First Resources - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/11/22 | DMG & Partners | First Resources | 1.6 | 1.6 | Neutral | |
02/28/22 | CIMB | First Resources | 1.84 | 2.12 | Add | |
02/28/22 | DMG & Partners | First Resources | 1.84 | 1.6 | Neutral | |
03/01/22 | DMG & Partners | First Resources | 1.84 | 2 | Neutral | PER10x FY22 |
03/01/22 | Kim Eng | First Resources | 1.84 | 1.88 | Hold | |
03/16/22 | UOB Kay Hian | First Resources | 2.1 | 2.1 | Buy | |
03/22/22 | DBS Vickers | First Resources | 2.01 | 2.5 | Buy | DCF |
04/12/22 | DBS Vickers | First Resources | 2.02 | 2.5 | Buy | |
04/12/22 | DMG & Partners | First Resources | 2.02 | 2 | Neutral | |
05/17/22 | DMG & Partners | First Resources | 2.11 | 2.2 | Neutral | PER10x FY23 |
05/17/22 | Kim Eng | First Resources | 2.11 | 1.94 | Sell | |
05/18/22 | CIMB | First Resources | 2.1 | 2.1 | Hold | |
05/18/22 | UOB Kay Hian | First Resources | 2.1 | 2.3 | Hold | |
06/23/22 | UOB Kay Hian | First Resources | 1.84 | 1.7 | Hold | |
07/05/22 | Kim Eng | First Resources | 1.62 | 1.62 | Hold | |
07/12/22 | CIMB | First Resources | 1.51 | 2.1 | Hold | PER16x FY22 |
08/11/22 | DMG & Partners | First Resources | 1.45 | 1.5 | Neutral | Sum of parts, PER8x FY23 |
08/15/22 | DBS Vickers | First Resources | 1.53 | 2.5 | Buy | |
08/15/22 | Kim Eng | First Resources | 1.53 | 1.62 | Buy | |
08/17/22 | CIMB | First Resources | 1.5 | 1.76 | Add | PER11.6x FY23 |
09/13/22 | UOB Kay Hian | First Resources | 1.55 | 2.9 | Buy | |
09/13/22 | Kim Eng | First Resources | 1.55 | 1.62 | Buy | |
10/28/22 | UOB Kay Hian | First Resources | 1.49 | 1.7 | Buy | |
11/07/22 | UOB Kay Hian | First Resources | 1.57 | 1.7 | Buy | |
11/15/22 | UOB Kay Hian | First Resources | 1.71 | 1.85 | Hold | PER9x FY23 |
11/15/22 | DBS Vickers | First Resources | 1.71 | 2.5 | Buy | |
11/15/22 | Kim Eng | First Resources | 1.71 | 1.79 | Buy | |
11/15/22 | DMG & Partners | First Resources | 1.71 | 1.75 | Neutral | PER8x FY23 |
12/09/22 | Kim Eng | First Resources | 1.48 | 1.79 | Buy | |
02/07/23 | UOB Kay Hian | First Resources | 1.52 | 1.85 | Buy | PER9x FY23 |
03/02/23 | UOB Kay Hian | First Resources | 1.63 | 1.55 | Hold | PER9x FY23 |
03/02/23 | CIMB | First Resources | 1.63 | 1.88 | Add | |
03/02/23 | DMG & Partners | First Resources | 1.63 | 1.6 | Neutral | PER8x FY23 |