Date | Analyst | Company | Last | Target | Call | Valuation |
03/23/22 | CIMB | AEM | 4.51 | 6.85 | Add | |
03/23/22 | Lim & Tan | Capitaland Investment | 3.89 | 4.19 | Accumulate | |
03/23/22 | CIMB | Grand Venture | 0.98 | 1.6 | Add | |
03/23/22 | CIMB | Lendlease Reit | 0.795 | 0.95 | Add | DDM |
03/23/22 | OCBC | Mapletree Commercial | 1.87 | 2.04 | Buy | |
03/23/22 | DBS Vickers | Medtecs | 0.24 | 0.225 | Hold | DCF |
03/23/22 | DBS Vickers | Sembcorp Marine | 0.093 | 0.09 | Hold |
Wednesday, March 23, 2022
Stock calls for 23 March 2022
The hard truth: Russia is not wrong to invade Ukraine. - Part 5
Ukraine is losing support as more people understand the truth. This British guy had shown his in-depth knowledge on TV.
The truth:
http://sg-stock.blogspot.com/2022/03/the-hard-truth-russia-is-not-wrong-to.html
Tuesday, March 22, 2022
Golden Agri - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/26/21 | CIMB | Golden Agri | 0.193 | 0.2 | Hold | |
03/04/21 | CIMB | Golden Agri | 0.192 | 0.199 | Hold | |
03/04/21 | DMG & Partners | Golden Agri | 0.192 | 0.25 | Trading Buy | |
03/04/21 | OCBC | Golden Agri | 0.192 | 0.21 | Hold | |
05/04/21 | DMG & Partners | Golden Agri | 0.25 | 0.3 | Trading Buy | |
05/14/21 | CIMB | Golden Agri | 0.275 | 0.25 | Reduce | Sum of parts |
07/30/21 | DMG & Partners | Golden Agri | 0.235 | 0.22 | Neutral | |
08/17/21 | CIMB | Golden Agri | 0.24 | 0.25 | Hold | |
08/17/21 | DMG & Partners | Golden Agri | 0.24 | 0.24 | Neutral | |
11/10/21 | DMG & Partners | Golden Agri | 0.27 | 0.24 | Neutral | |
11/15/21 | UOB Kay Hian | Golden Agri | 0.27 | 0.18 | Sell | |
11/15/21 | CIMB | Golden Agri | 0.27 | 0.281 | Hold | |
11/15/21 | DMG & Partners | Golden Agri | 0.27 | 0.25 | Neutral | |
01/11/22 | DMG & Partners | Golden Agri | 0.245 | 0.24 | Neutral | |
02/28/22 | DMG & Partners | Golden Agri | 0.29 | 0.26 | Neutral | |
03/03/22 | DMG & Partners | Golden Agri | 0.305 | 0.315 | Neutral | |
03/03/22 | Lim & Tan | Golden Agri | 0.305 | 0 | Accumulate | |
03/14/22 | DMG & Partners | Golden Agri | 0.3 | 0.31 | Neutral |
GL Ltd - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/14/21 | Lim & Tan | GL Ltd | 0.56 | 0 | Hold | |
03/16/21 | Lim & Tan | GL Ltd | 0.8 | 1.16 | Accept Offer | Offer $0.80 |
GKE - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/07/21 | CIMB | GKE | 0.138 | 0.18 | Add | Sum of parts |
01/15/21 | CIMB | GKE | 0.138 | 0.184 | Add | Sum of parts |
06/08/21 | SAC Capital | GKE | 0.134 | 0.163 | Buy | |
07/08/21 | CIMB | GKE | 0.145 | 0.21 | Add | PER10.3x CY22 |
08/05/21 | SAC Capital | GKE | 0.146 | 0.171 | Buy | |
08/05/21 | CIMB | GKE | 0.146 | 0.21 | Add | |
01/19/22 | CIMB | GKE | 0.116 | 0.16 | Add | Sum of parts, PER11.7x CY22 |
01/26/22 | SAC Capital | GKE | 0.11 | 0.123 | Hold | Sum of parts, PER13.5x FY22 |
Stock calls for 22 March 2022
Date | Analyst | Company | Last | Target | Call | Valuation |
03/22/22 | Lim & Tan | Broadway | 0.2 | 0 | Accumulate | |
03/22/22 | DBS Vickers | Bumitama | 0.74 | 1 | Buy | DCF |
03/22/22 | Lim & Tan | Capitaland Integrated Commercial Trust | 2.23 | 2.41 | Accumulate | |
03/22/22 | DMG & Partners | ESR-Reit | 0.42 | 0.53 | Buy | DDM |
03/22/22 | DBS Vickers | First Resources | 2.01 | 2.5 | Buy | DCF |
03/22/22 | CIMB | Mapletree Commercial | 1.9 | 2.18 | Add | DDM |
03/22/22 | CIMB | SGX | 9.8 | 10.4 | Add |
Goldman Sachs (GS) concurs with our analysis and projects 2 aggressive 50bp hikes in May and June.
https://finance.yahoo.com/news/1-goldman-sees-fed-hiking-063104499.html
We had stated that the US FED would likely hike rates aggressively in the 1st half of 2022 so that it won't affect the mid-term election in November 2022. GS has just projected that the US will do two 50bp hikes in May and June 2022. The GS projections are in sync with our analysis below.
https://sg-stock.blogspot.com/2022/03/what-will-us-fed-do-for-its-march-2022_17.html