Date | Analyst | Company | Last | Target | Call | Valuation |
06/15/21 | DBS Vickers | UMS | 1.41 | 1.83 | Buy | |
06/30/21 | UOB Kay Hian | UMS | 1.47 | 1.92 | Buy | |
07/05/21 | Kim Eng | UMS | 1.53 | 1.8 | Buy | |
07/29/21 | UOB Kay Hian | UMS | 1.56 | 1.92 | Buy | |
08/02/21 | CIMB | UMS | 1.61 | 1.97 | Add | |
08/16/21 | DBS Vickers | UMS | 1.75 | 2.16 | Buy | PER17x FY22 |
08/17/21 | Kim Eng | UMS | 1.73 | 2.1 | Buy | PER15x FY22 |
09/06/21 | CIMB | UMS | 1.7 | 1.97 | Add | |
09/17/21 | Kim Eng | UMS | 1.72 | 2.1 | Buy | |
10/11/21 | Kim Eng | UMS | 1.58 | 2.1 | Buy | |
11/15/21 | DBS Vickers | UMS | 1.38 | 1.8 | Buy | PER17x FY22 |
11/15/21 | UOB Kay Hian | UMS | 1.38 | 2.08 | Buy | |
11/16/21 | Kim Eng | UMS | 1.41 | 1.71 | Buy | |
11/17/21 | CIMB | UMS | 1.48 | 1.63 | Add | |
11/17/21 | UOB Kay Hian | UMS | 1.48 | 1.66 | Buy | Ex-Bonus |
12/02/21 | Kim Eng | UMS | 1.49 | 1.71 | Buy | |
01/17/22 | DBS Vickers | UMS | 1.44 | 1.8 | Buy | |
02/03/22 | Kim Eng | UMS | 1.2 | 1.71 | Buy | |
02/09/22 | UOB Kay Hian | UMS | 1.21 | 1.8 | Buy | PER15.5x FY22 |
03/01/22 | DBS Vickers | UMS | 1.2 | 1.8 | Buy | |
03/02/22 | Lim & Tan | UMS | 1.23 | 1.77 | Buy | |
03/03/22 | DBS Vickers | UMS | 1.21 | 1.7 | Buy | PER17x FY22 |
03/04/22 | Kim Eng | UMS | 1.21 | 1.42 | Buy | |
04/04/22 | SAC Capital | UMS | 1.21 | 1.39 | Hold | Cut from $1.8 |
04/28/22 | UOB Kay Hian | UMS | 1.18 | 1.45 | Buy | PER15.4x FY22 |
05/11/22 | DBS Vickers | UMS | 1.14 | 1.7 | Buy | |
05/11/22 | Lim & Tan | UMS | 1.14 | 1.52 | Buy | |
05/12/22 | Kim Eng | UMS | 1.22 | 1.5 | Buy | PER14x FY22 |
05/13/22 | CIMB | UMS | 1.16 | 1.63 | Add | PER14.45x FY23 |
05/26/22 | UOB Kay Hian | UMS | 1.14 | 1.45 | Buy | PER15.4x FY22 |
06/03/22 | SAC Capital | UMS | 1.17 | 1.55 | Buy | |
06/30/22 | DBS Vickers | UMS | 1.12 | 1.7 | Buy | |
07/26/22 | DBS Vickers | UMS | 1.16 | 1.7 | Buy | |
08/15/22 | DBS Vickers | UMS | 1.21 | 1.7 | Buy | |
08/15/22 | CIMB | UMS | 1.21 | 1.63 | Add | |
08/16/22 | UOB Kay Hian | UMS | 1.24 | 1.4 | Buy | PER11x FY23 |
08/16/22 | DBS Vickers | UMS | 1.24 | 1.83 | Buy | PER15x FY22 |
08/23/22 | CIMB | UMS | 1.26 | 2.03 | Add | PER14.45x FY23 |
08/23/22 | SAC Capital | UMS | 1.26 | 1.75 | Buy | |
09/15/22 | DBS Vickers | UMS | 1.3 | 1.83 | Buy | |
09/15/22 | CIMB | UMS | 1.3 | 2.17 | Add | PER15x FY23 |
10/13/22 | Kim Eng | UMS | 1.17 | 1.2 | Hold | PER8.5x |
10/14/22 | DBS Vickers | UMS | 1.09 | 1.14 | Hold | PER9x FY23 |
10/14/22 | CIMB | UMS | 1.09 | 1.37 | Add | |
10/17/22 | UOB Kay Hian | UMS | 1.01 | 1.07 | Hold | PER8.5x FY23 |
11/14/22 | UOB Kay Hian | UMS | 1.07 | 1.38 | Buy | PER8.5x FY23 |
11/14/22 | DBS Vickers | UMS | 1.07 | 1.14 | Hold | PER9x FY23 |
11/14/22 | Kim Eng | UMS | 1.07 | 1.34 | Buy | PER8x FY23 |
11/14/22 | Lim & Tan | UMS | 1.07 | 1.2 | Buy | |
11/15/22 | DBS Vickers | UMS | 1.16 | 1.42 | Buy | PER9x FY23 |
Tuesday, November 29, 2022
UMS - Stock calls
Stock calls for 28 November 2022
Date | Analyst | Company | Last | Target | Call | Valuation |
11/28/22 | CLSA | A-Reit | 2.71 | 3.2 | Buy | Up from $2.90 |
11/28/22 | CIMB | Boustead | 0.785 | 1.35 | Add | |
11/28/22 | CLSA | Capitaland Integrated Commercial Trust | 2.03 | 2.35 | Buy | Cut from $2.57 |
11/28/22 | CLSA | ESR-Reit | 0.35 | 0.38 | outperform | Cut from $0.50 |
11/28/22 | UOB Kay Hian | Far East Hospitality | 0.62 | 0.71 | Buy | DDM |
11/28/22 | CLSA | Frasers Centrepoint Trust | 2.06 | 2.1 | Underperform | cut from $2.30 |
11/28/22 | Lim & Tan | Innotek | 0.42 | 0.6 | Buy | EV/Ebitda1.5x FY22 |
11/28/22 | CLSA | Keppel DC Reit | 1.83 | 1.95 | Outperform | Cut from $2 |
11/28/22 | CLSA | Keppel Reit | 0.875 | 0.95 | Outperform | cut from $1.32 |
11/28/22 | CLSA | Manulife US Reit | 0.385 | 0.4 | Outperform | cut from $0.65 |
11/28/22 | CLSA | Mapletree Commercial | 1.7 | 1.7 | Underperform | Cut from $1.80 |
11/28/22 | CLSA | Mapletree Industrial | 2.23 | 2.2 | Underperform | Cut from $3.10 |
11/28/22 | CLSA | Mapletree Logistics | 1.58 | 1.85 | Buy | Cut from $2.06 |
11/28/22 | Kim Eng | Sembcorp Industries | 3.2 | 4 | Buy | |
11/28/22 | CLSA | Suntec Reit | 1.38 | 1.2 | Sell | cut from $1.45 |
11/28/22 | UOB Kay Hian | Thai Beverage | 0.61 | 0.73 | Buy | Sum of parts |
11/28/22 | DBS Vickers | Thai Beverage | 0.61 | 0.87 | Buy | Sum of parts |
11/28/22 | DMG & Partners | Thai Beverage | 0.61 | 0.91 | Buy | |
11/28/22 | CIMB | Thai Beverage | 0.61 | 0.88 | Add | |
11/28/22 | Lim & Tan | Thai Beverage | 0.61 | 0.84 | Accumulate |
Saturday, November 26, 2022
China has more than 50% 6G patents now!
China is clearly the technology leader in 6G because it has more than 50% patents in the world. Therefore, China will be setting the industrial standards for the next decade as it will also be the first to deploy 6G network.
Recent economic statistics for this week.
The global fund manager survey showed that stagflation risk was at its peak.
The US business activity has weakened further in November 2022. It has been in a contraction zone for a few months already.