Date | Analyst | Company | Last | Target | Call | Valuation |
04/05/19 | DMG & Partners | Sheng Siong | 1.04 | 1.25 | Buy | |
04/16/19 | Kim Eng | Sheng Siong | 1.06 | 0.95 | Sell | DCF |
04/29/19 | UOB Kay Hian | Sheng Siong | 1.04 | 1.11 | Hold | Buy @ $1 |
04/29/19 | DBS Vickers | Sheng Siong | 1.04 | 1.25 | Buy | PER5x FY19 |
04/30/19 | DMG & Partners | Sheng Siong | 1.04 | 1.23 | Buy | DCF & PER21x |
04/30/19 | CIMB | Sheng Siong | 1.04 | 1.1 | Hold | PER20.5x CY20 |
04/30/19 | Amfrasers | Sheng Siong | 1.04 | 1.24 | Buy | DCF |
04/30/19 | OCBC | Sheng Siong | 1.04 | 1.19 | Buy | |
05/02/19 | phillip | Sheng Siong | 1.03 | 1.3 | Buy | PER25x |
06/06/19 | DMG & Partners | Sheng Siong | 1.1 | 1.23 | Buy | |
06/06/19 | DBS Vickers | Sheng Siong | 1.1 | 1.25 | Buy | |
06/14/19 | Kim Eng | Sheng Siong | 1.09 | 0.95 | Sell | DCF |
07/02/19 | DMG & Partners | Sheng Siong | 1.1 | 1.23 | Buy | |
07/15/19 | phillip | Sheng Siong | 1.1 | 1.3 | Buy | PER25x |
07/16/19 | Kim Eng | Sheng Siong | 1.09 | 0.95 | Sell | DCF |
07/30/19 | DMG & Partners | Sheng Siong | 1.11 | 1.32 | Buy | DCF |
07/30/19 | DBS Vickers | Sheng Siong | 1.11 | 1.32 | Buy | PER25x FY20 |
07/31/19 | Kim Eng | Sheng Siong | 1.15 | 0.96 | Sell | DCF |
07/31/19 | OCBC | Sheng Siong | 1.15 | 1.19 | Buy | |
07/31/19 | CIMB | Sheng Siong | 1.15 | 1.25 | Add | |
08/01/19 | phillip | Sheng Siong | 1.16 | 1.3 | Accumulate | PER25x FY19 |
08/06/19 | Amfrasers | Sheng Siong | 1.16 | 1.27 | Outperform | |
08/13/19 | Kim Eng | Sheng Siong | 1.18 | 0.96 | Sell | DCF |
08/23/19 | DMG & Partners | Sheng Siong | 1.16 | 1.32 | Buy | |
09/11/19 | DMG & Partners | Sheng Siong | 1.2 | 1.32 | Buy | |
10/01/19 | DBS Vickers | Sheng Siong | 1.11 | 1.32 | Buy | PER25x FY20 |
10/02/19 | DMG & Partners | Sheng Siong | 1.13 | 1.32 | Buy | DCF |
10/11/19 | phillip | Sheng Siong | 1.16 | 1.3 | Accumulate | |
10/14/19 | Kim Eng | Sheng Siong | 1.15 | 0.96 | Sell | DCF |
11/01/19 | UOB Kay Hian | Sheng Siong | 1.17 | 1.27 | Hold | Buy @ $1.14 |
11/01/19 | DMG & Partners | Sheng Siong | 1.17 | 1.32 | Buy | |
11/01/19 | Kim Eng | Sheng Siong | 1.17 | 1 | Sell | DCF |
11/01/19 | DBS Vickers | Sheng Siong | 1.17 | 1.32 | Buy | |
11/04/19 | phillip | Sheng Siong | 1.18 | 1.32 | Accumulate | PER25x |
11/04/19 | Amfrasers | Sheng Siong | 1.18 | 1.35 | Outperform | |
11/04/19 | CIMB | Sheng Siong | 1.18 | 1.3 | Add | PER22.5x CY20 |
11/04/19 | OCBC | Sheng Siong | 1.18 | 1.21 | Hold | |
12/10/19 | DMG & Partners | Sheng Siong | 1.24 | 1.39 | Buy | DCF |
01/06/20 | DBS Vickers | Sheng Siong | 1.3 | 1.32 | Buy | |
01/08/20 | DMG & Partners | Sheng Siong | 1.26 | 1.39 | Buy | |
01/13/20 | UOB Kay Hian | Sheng Siong | 1.27 | 1.29 | Hold | Buy @ $1.19 |
01/23/20 | DBS Vickers | Sheng Siong | 1.26 | 1.41 | Buy | PER25x FY20 |
02/19/20 | CIMB | Sheng Siong | 1.29 | 1.46 | Add | PER24x |
02/24/20 | phillip | Sheng Siong | 1.29 | 1.41 | Accumulate | PER25x FY20 |
02/24/20 | DMG & Partners | Sheng Siong | 1.29 | 1.42 | Buy | DCF & PER22x |
02/24/20 | DBS Vickers | Sheng Siong | 1.29 | 1.45 | Buy | PER25x FY20 |
02/25/20 | OCBC | Sheng Siong | 1.29 | 1.45 | Buy | |
03/10/20 | Amfrasers | Sheng Siong | 1.21 | 1.4 | Outperform | |
03/18/20 | DMG & Partners | Sheng Siong | 1.05 | 1.42 | Buy | DCF |
04/06/20 | DBS Vickers | Sheng Siong | 1.22 | 1.45 | Buy | |
04/06/20 | CIMB | Sheng Siong | 1.22 | 1.42 | Add | |
04/09/20 | DMG & Partners | Sheng Siong | 1.31 | 1.42 | Buy | DCF |
04/15/20 | DBS Vickers | Sheng Siong | 1.35 | 1.5 | Buy | |
04/22/20 | DBS Vickers | Sheng Siong | 1.45 | 1.56 | Buy | |
04/29/20 | DMG & Partners | Sheng Siong | 1.46 | 1.63 | Buy | DCF |
04/29/20 | DBS Vickers | Sheng Siong | 1.46 | 1.58 | Buy | PER25x FY20 |
04/29/20 | Lim & Tan | Sheng Siong | 1.46 | 0 | Hold | |
04/30/20 | phillip | Sheng Siong | 1.49 | 1.58 | Accumlate | PER25x |
04/30/20 | UOB Kay Hian | Sheng Siong | 1.49 | 1.5 | Hold | Buy @ $1.35 |
04/30/20 | OCBC | Sheng Siong | 1.49 | 1.64 | Buy | |
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 |
Wednesday, June 10, 2020
Sheng Siong - Stock calls
Shangri-La Asia - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
08/26/19 | OCBC | Shangri-La Asia | 8.3 | 13.9 | Buy |
Stock calls for 10 June 2020
Date | Analyst | Company | Last | Target | Call | Valuation |
06/10/20 | CIMB | Dairy Farm | 5 | 5.45 | Hold | PER20x CY21 |
06/10/20 | Lim & Tan | DBS | 22.95 | 0 | Hold | |
06/10/20 | UOB Kay Hian | Penguin | 0.52 | 0.6 | Buy | |
06/10/20 | Kim Eng | Top Glove | 5.7 | 6.52 | Buy | Ringgit target $20, PER23x CY21 |
06/10/20 | CIMB | Top Glove | 5.7 | 8.14 | Add | Ringgit target $25, PER22x CY21 |
Tuesday, June 9, 2020
SGX - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
04/05/19 | DMG & Partners | SGX | 7.42 | 8.1 | Buy | PER23x FY20 |
04/05/19 | Credit Suisse | SGX | 7.42 | 6.8 | Underperform | |
04/26/19 | OCBC | SGX | 7.26 | 7.6 | Hold | PER21x FY20 |
04/26/19 | DBS Vickers | SGX | 7.26 | 7.05 | Hold | DDM, PER20x FY20 |
04/26/19 | Kim Eng | SGX | 7.26 | 8.79 | Buy | PER23x FY19 |
04/29/19 | phillip | SGX | 7.4 | 8.09 | Accumulate | PER21.4x |
04/29/19 | CIMB | SGX | 7.4 | 7.9 | Add | PER22.1x FY20 |
06/28/19 | DBS Vickers | SGX | 7.95 | 7.05 | Hold | DDM, PER20x FY20 |
07/15/19 | phillip | SGX | 7.99 | 8.09 | Accumulate | PER21.4x |
07/15/19 | Credit Suisse | SGX | 7.99 | 7.1 | Underperform | |
07/15/19 | Citi Research | SGX | 7.99 | 7.23 | Sell | |
08/01/19 | DMG & Partners | SGX | 7.92 | 8.1 | Neutral | PER23x FY20 |
08/01/19 | DBS Vickers | SGX | 7.92 | 8.3 | Buy | DDM |
08/02/19 | phillip | SGX | 7.78 | 8.09 | Accumulate | PER21x |
08/05/19 | CIMB | SGX | 7.98 | 8.1 | Hold | PER21.5x |
08/05/19 | Jefferies | SGX | 7.98 | 9 | Buy | |
10/02/19 | phillip | SGX | 8.5 | 8.6 | Accumulate | PER22x |
10/02/19 | Jefferies | SGX | 8.5 | 9 | Hold | |
10/02/19 | Citi Research | SGX | 8.5 | 8 | Sell | |
10/02/19 | OCBC | SGX | 8.5 | 7.6 | Hold | |
10/09/19 | DMG & Partners | SGX | 8.4 | 8.1 | Neutral | PER23x FY20 |
10/09/19 | Credit Suisse | SGX | 8.4 | 7.2 | Underperform | |
10/25/19 | DMG & Partners | SGX | 8.28 | 8.3 | Neutral | PER23x FY20 |
10/25/19 | CIMB | SGX | 8.28 | 9 | Add | PER22.4x FY20 |
10/25/19 | OCBC | SGX | 8.28 | 8.6 | Hold | PER22x FY20 |
10/25/19 | DBS Vickers | SGX | 8.28 | 8.9 | Buy | DDM, PER21x FY20 |
11/25/19 | phillip | SGX | 8.97 | 8.6 | Neutral | PER22x |
11/25/19 | Credit Suisse | SGX | 8.97 | 7.7 | Underperform | |
11/25/19 | Citi Research | SGX | 8.97 | 8.75 | Hold | |
01/02/20 | DMG & Partners | SGX | 8.86 | 8.8 | Neutral | PER23x FY21 |
01/24/20 | DBS Vickers | SGX | 8.82 | 9.6 | Buy | DDM, PER21x FY21 |
01/31/20 | phillip | SGX | 8.7 | 8.52 | Neutral | PER21.5x |
02/19/20 | Macquarie | SGX | 9.15 | 10 | Outperform | |
02/19/20 | Jefferies | SGX | 9.15 | 9.2 | Hold | |
03/05/20 | Macquarie | SGX | 9.05 | 10 | Outperform | |
03/05/20 | CIMB | SGX | 9.05 | 9.4 | Add | |
03/05/20 | Citi Research | SGX | 9.05 | 9.6 | Buy | |
03/13/20 | Credit Suisse | SGX | 8.69 | 8.7 | Neutral | |
04/07/20 | DMG & Partners | SGX | 9.33 | 9.1 | Neutral | PER23x FY21 |
04/07/20 | Citi Research | SGX | 9.33 | 10.8 | Buy | |
04/07/20 | CIMB | SGX | 9.33 | 10.5 | Add | |
04/07/20 | Jefferies | SGX | 9.33 | 9.3 | Hold | |
04/24/20 | Citi Research | SGX | 10.16 | 10 | Hold | |
04/24/20 | DMG & Partners | SGX | 10.16 | 9.7 | Neutral | PER24x FY21 |
04/24/20 | Lim & Tan | SGX | 10.16 | 0 | Sell | |
04/27/20 | phillip | SGX | 9.64 | 9.28 | Neutral | PER21.4x |
04/27/20 | DBS Vickers | SGX | 9.64 | 10 | Hold | DDM |
04/27/20 | OCBC | SGX | 9.64 | 9.3 | Hold | PER23.3x FY21 |
04/27/20 | Jefferies | SGX | 9.64 | 9.1 | Hold | |
05/28/20 | Macquarie | SGX | 8.75 | 11 | Outperform | |
05/28/20 | DMG & Partners | SGX | 8.75 | 8.6 | Hold | PER24x FY21 |
05/28/20 | DBS Vickers | SGX | 8.75 | 7.4 | Fully Valued | DDM |
05/28/20 | CIMB | SGX | 8.75 | 8 | Reduce | |
05/28/20 | OCBC | SGX | 8.75 | 8 | Sell | PER21.6x FY21 |
05/28/20 | Jefferies | SGX | 8.75 | 8.5 | Hold | PER23.5x |
05/28/20 | Lim & Tan | SGX | 8.75 | 0 | Buy on weakness |
Sembcorp Marine - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
04/09/19 | Amfrasers | Sembcorp Marine | 1.7 | 2.48 | Buy | |
04/09/19 | DBS Vickers | Sembcorp Marine | 1.7 | 2.4 | Buy | |
05/03/19 | CIMB | Sembcorp Marine | 1.69 | 2.21 | Add | PB2x |
05/06/19 | phillip | Sembcorp Marine | 1.67 | 1.76 | Neutral | PB1.6x |
05/06/19 | OCBC | Sembcorp Marine | 1.67 | 1.77 | Hold | |
05/06/19 | Amfrasers | Sembcorp Marine | 1.67 | 2.48 | Buy | |
05/06/19 | DBS Vickers | Sembcorp Marine | 1.67 | 2.4 | Buy | PB2.1x FY19 |
05/30/19 | OCBC | Sembcorp Marine | 1.45 | 1.6 | Hold | PB1.45x |
06/04/19 | DMG & Partners | Sembcorp Marine | 1.39 | 1.99 | Buy | PB1.8x FY20 |
07/03/19 | CIMB | Sembcorp Marine | 1.54 | 1.75 | Add | PB1.6x CY19 |
07/03/19 | OCBC | Sembcorp Marine | 1.54 | 1.6 | Hold | |
07/04/19 | Macquarie | Sembcorp Marine | 1.41 | 1.57 | Neutral | |
07/04/19 | DBS Vickers | Sembcorp Marine | 1.41 | 2.4 | Buy | |
07/31/19 | DBS Vickers | Sembcorp Marine | 1.36 | 1.9 | Buy | PB1.8x FY19 |
07/31/19 | Amfrasers | Sembcorp Marine | 1.36 | 1.59 | Neutral | PB1.6x FY19 |
07/31/19 | DMG & Partners | Sembcorp Marine | 1.36 | 1.8 | Buy | PB1.64x FY20 |
07/31/19 | CIMB | Sembcorp Marine | 1.36 | 1.16 | Reduce | PB1.1x |
07/31/19 | UOB Kay Hian | Sembcorp Marine | 1.36 | 1.32 | Hold | DCF, Buy @ $1.25 |
08/06/19 | Macquarie | Sembcorp Marine | 1.28 | 1.4 | Neutral | PB |
09/03/19 | UOB Kay Hian | Sembcorp Marine | 1.16 | 1.22 | Hold | Buy @ $1.10 |
09/03/19 | DMG & Partners | Sembcorp Marine | 1.16 | 1.63 | Buy | PB1.48x FY20 |
09/09/19 | CIMB | Sembcorp Marine | 1.19 | 1.26 | Hold | PB1.2x CY19 |
10/09/19 | CIMB | Sembcorp Marine | 1.2 | 1.26 | Hold | PB1.2x CY19 |
10/09/19 | OCBC | Sembcorp Marine | 1.2 | 1.29 | Hold | |
10/09/19 | DBS Vickers | Sembcorp Marine | 1.2 | 1.9 | Buy | |
10/25/19 | DBS Vickers | Sembcorp Marine | 1.4 | 1.45 | Hold | |
11/12/19 | UOB Kay Hian | Sembcorp Marine | 1.33 | 1.22 | Sell | |
11/13/19 | OCBC | Sembcorp Marine | 1.34 | 1.24 | Sell | |
11/14/19 | DMG & Partners | Sembcorp Marine | 1.29 | 1.6 | Buy | PB1.47x FY20 |
11/14/19 | UOB Kay Hian | Sembcorp Marine | 1.29 | 1.17 | Sell | |
11/14/19 | CIMB | Sembcorp Marine | 1.29 | 1.26 | Hold | PB1.2x CY21 |
11/15/19 | Macquarie | Sembcorp Marine | 1.28 | 1.4 | Neutral | DCF |
11/15/19 | DBS Vickers | Sembcorp Marine | 1.28 | 1.4 | Hold | PB1.3x FY20 |
12/26/19 | Lim & Tan | Sembcorp Marine | 1.28 | 0 | Hold | |
01/21/20 | UOB Kay Hian | Sembcorp Marine | 1.28 | 1.4 | Hold | |
02/20/20 | OCBC | Sembcorp Marine | 1.24 | 1.23 | Hold | |
02/21/20 | UOB Kay Hian | Sembcorp Marine | 1.2 | 1.21 | Hold | Buy @ $1.05 |
02/21/20 | DMG & Partners | Sembcorp Marine | 1.2 | 1.45 | Buy | |
02/21/20 | DBS Vickers | Sembcorp Marine | 1.2 | 1.35 | Hold | PB1.3x FY20 |
02/21/20 | CIMB | Sembcorp Marine | 1.2 | 1.2 | Hold | |
03/10/20 | Amfrasers | Sembcorp Marine | 0.895 | 1.19 | Neutral | |
04/29/20 | HSBC | Sembcorp Marine | 0.74 | 0.79 | Hold | Cut from $1.31 |
05/13/20 | DMG & Partners | Sembcorp Marine | 0.735 | 1.28 | Buy | PB1.26x FY20 |
05/14/20 | UOB Kay Hian | Sembcorp Marine | 0.71 | 0.81 | Hold | Buy @ $0.65 |
05/14/20 | DBS Vickers | Sembcorp Marine | 0.71 | 0.72 | Hold | PB0.7x |
05/14/20 | CIMB | Sembcorp Marine | 0.71 | 0.8 | Hold | PB0.8x CY20 |
06/05/20 | Lim & Tan | Sembcorp Marine | 0.85 | 0 | Hold | |
06/09/20 | DMG & Partners | Sembcorp Marine | 0.85 | 1.13 | Buy | PB1.1x |
06/09/20 | Lim & Tan | Sembcorp Marine | 0.85 | 0 | Sell |
Sembcorp Industries - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
04/09/19 | DBS Vickers | Sembcorp Industries | 2.75 | 3.9 | Buy | |
05/16/19 | OCBC | Sembcorp Industries | 2.54 | 3.13 | Buy | Sum of parts |
05/16/19 | DBS Vickers | Sembcorp Industries | 2.54 | 3.9 | Buy | Sum of parts, PB1x |
05/16/19 | CIMB | Sembcorp Industries | 2.54 | 3.41 | Add | Sum of parts |
05/17/19 | phillip | Sembcorp Industries | 2.55 | 3.75 | Buy | Sum of parts |
06/04/19 | OCBC | Sembcorp Industries | 2.38 | 3.03 | Buy | Sum of parts |
06/04/19 | Citi Research | Sembcorp Industries | 2.38 | 3.15 | Buy | |
07/03/19 | OCBC | Sembcorp Industries | 2.47 | 3.03 | Buy | |
07/04/19 | Macquarie | Sembcorp Industries | 2.41 | 2.84 | Outperform | |
08/15/19 | CIMB | Sembcorp Industries | 2.26 | 2.83 | Add | Sum of parts |
08/15/19 | UOB Kay Hian | Sembcorp Industries | 2.26 | 2.34 | Hold | |
08/15/19 | Citi Research | Sembcorp Industries | 2.26 | 3.05 | Buy | |
08/16/19 | DBS Vickers | Sembcorp Industries | 2.26 | 3.2 | Buy | Sum of parts (10% discount), PER16x FY19, PB0.8x FY19 |
09/12/19 | DBS Vickers | Sembcorp Industries | 2.21 | 3.2 | Buy | Sum of parts (10% discount), PER16x FY19, PB0.8x FY19 |
09/12/19 | Lim & Tan | Sembcorp Industries | 2.21 | 0 | Buy | |
09/18/19 | DMG & Partners | Sembcorp Industries | 2.22 | 2.68 | Buy | Sum of parts, PER9.9x FY20 |
09/18/19 | OCBC | Sembcorp Industries | 2.22 | 2.79 | Buy | |
10/07/19 | UOB Kay Hian | Sembcorp Industries | 2.06 | 2.22 | Hold | Buy @ $2 |
10/08/19 | CIMB | Sembcorp Industries | 2.08 | 2.83 | Add | Sum of parts |
10/09/19 | DBS Vickers | Sembcorp Industries | 2.11 | 3.2 | Buy | |
10/25/19 | DBS Vickers | Sembcorp Industries | 2.28 | 2.9 | Buy | |
11/15/19 | OCBC | Sembcorp Industries | 2.29 | 2.51 | Hold | Sum of parts |
11/15/19 | DMG & Partners | Sembcorp Industries | 2.29 | 2.68 | Buy | Sum of parts (20% discount), PER10x FY20 |
11/18/19 | UOB Kay Hian | Sembcorp Industries | 2.26 | 2.19 | Hold | Buy @ $2 |
11/18/19 | DBS Vickers | Sembcorp Industries | 2.26 | 2.9 | Buy | RNAV (10% discount), PB0.7x |
11/18/19 | Citi Research | Sembcorp Industries | 2.26 | 2.8 | Buy | |
12/27/19 | CIMB | Sembcorp Industries | 2.28 | 2.78 | Add | |
01/21/20 | CIMB | Sembcorp Industries | 2.28 | 2.78 | Add | |
02/07/20 | DBS Vickers | Sembcorp Industries | 2.16 | 2.21 | Hold | Sum of parts (10% discount), PER10.1x FY20, PB0.5x FY20 |
02/07/20 | Citi Research | Sembcorp Industries | 2.16 | 2.8 | Buy | |
02/07/20 | OCBC | Sembcorp Industries | 2.16 | 2.13 | Hold | |
02/07/20 | UOB Kay Hian | Sembcorp Industries | 2.16 | 2.17 | Hold | Buy @ $2.05 |
02/07/20 | Lim & Tan | Sembcorp Industries | 2.16 | 0 | Hold | |
02/07/20 | DMG & Partners | Sembcorp Industries | 2.16 | 2.68 | Buy | Sum of parts, PER10x FY20 |
02/24/20 | DMG & Partners | Sembcorp Industries | 2.01 | 2.33 | Buy | Sum of parts, PER10x FY20 |
04/29/20 | HSBC | Sembcorp Industries | 1.57 | 2.21 | Buy | Cut from $2.68 |
05/19/20 | DBS Vickers | Sembcorp Industries | 1.55 | 1.7 | Hold | Sum of parts, PB0.5x |
05/19/20 | Lim & Tan | Sembcorp Industries | 1.55 | 0 | Hold | |
05/19/20 | UOB Kay Hian | Sembcorp Industries | 1.55 | 1.7 | Hold | Buy @ $1.50 |
05/19/20 | CIMB | Sembcorp Industries | 1.55 | 1.76 | Hold | |
05/20/20 | DMG & Partners | Sembcorp Industries | 1.55 | 2 | Buy | Sum of parts |
06/01/20 | DBS Vickers | Sembcorp Industries | 1.36 | 1.7 | Buy | Sum of parts (10% discount) |
06/09/20 | DMG & Partners | Sembcorp Industries | 1.53 | 2.11 | Buy | Sum of parts |
06/09/20 | CIMB | Sembcorp Industries | 1.53 | 2.49 | Add | Sum of parts |
06/09/20 | Lim & Tan | Sembcorp Industries | 1.53 | 0 | Buy |
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