Stock calls for 21 April 2020

Date	Analyst	Company	Last	Target	Call	Valuation
04/21/20	DBS Vickers	ART	0.885	1.1	Buy
04/21/20	DBS Vickers	CDL Hospitality	0.95	1.3	Buy	DCF
04/21/20	DBS Vickers	Far East Hospitality	0.49	0.6	Buy
04/21/20	DBS Vickers	Frasers Hospitality Trust	0.5	0.65	Buy
04/21/20	Lim & Tan	Keppel Infrastructure	0.475	0	Buy
04/21/20	OCBC	Soilbuild Reit	0.4	0.38	Hold
04/21/20	UOB Kay Hian	Tianjin Zhongxin	0.715	1.35	Buy

What are the scientific analyses for the origin of covid-19?

This topic can be very confusing.  Therefore, I will just simplify it.

There are currently 2 scientific analyses to trace the origin of covid-19.

China used genome sequencing (Haplotype analysis) which categorizes covid-19 virus into 2 strains and 5 generations.  China scientists traced the ancestral H38 back to the US and the US had all the 5 generations in its early outbreak.

https://gnews.org/123001/

Please watch the video below for the Taiwanese virologist's explanation about the basic understanding of Haplotype analysis.

Cambridge University scientists used Phylogenetic network analysis which categorizes covid-19 virus into 3 strains (A-type, B-type & C-type).  Cambridge University scientists discovered that the ancestral A-type virus was predominantly found in the US.

http://sg-stock.blogspot.com/2020/04/cambrigde-university-got-caught-for.html

We should understand by now that when an ancestral virus type is predominantly located in a region, that region must be the origin of the virus.  The 2 different scientific analyses point to the US as the origin of the virus.

Malaysia also used Haplotype analysis for its covid-19 analysis and discovered the presence of all the 5 generations of covid-19.

https://www.thestar.com.my/news/nation/2020/03/27/health-ministry-detects-five-039generations039-of-covid-19-cases-linked-to-tabligh-cluster

The southern hemisphere must brace for a possible major covid outbreak from June to August 2020. Why?

According to China's Zhong Nanshan, the conducive temperatures for this virus to flourish are between 4-16 degrees celsius. Therefore, the Winter season is the best period for this virus to spread.

Unfortunately, the Summer season is unable to destroy this virus.  A temperature experiment had been conducted and it took at least 15 minutes with 92 degrees celsius to destroy this virus completely.  Therefore, there is no such climate in this world to destroy this virus.  What we can do now is to prevent the spread of this virus in the Winter season.

Let's hope for the best!

Cromwell Reit (EUR) - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
06/24/19	Lim & Tan	Cromwell Reit (EUR)	0.505	0	Hold
04/09/20	DBS Vickers	Cromwell Reit (EUR)	0.36	0.59	Buy

Comfortdelgro - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
04/03/19	DMG & Partners	Comfortdelgro	2.59	2.65	Take Profit	Buy below $2.50
04/16/19	OCBC	Comfortdelgro	2.63	2.63	Hold	DCF
04/30/19	CIMB	Comfortdelgro	2.69	2.88	Add	DCF, PER18.1x FY20
05/08/19	CIMB	Comfortdelgro	2.61	2.88	Add	DCF
05/15/19	DMG & Partners	Comfortdelgro	2.57	2.65	Take Profit
05/15/19	OCBC	Comfortdelgro	2.57	2.69	Hold
05/15/19	UOB Kay Hian	Comfortdelgro	2.57	2.77	Buy
05/16/19	DBS Vickers	Comfortdelgro	2.52	2.59	Hold	DCF, PER17.7x, Buy @ $2.40
05/16/19	Kim Eng	Comfortdelgro	2.52	2.4	Hold
05/16/19	Amfrasers	Comfortdelgro	2.52	2.77	Buy	PER19x FY19
05/17/19	phillip	Comfortdelgro	2.54	2.72	Accumulate	DCF, PER16.8x FY19
05/28/19	CIMB	Comfortdelgro	2.45	2.82	Add
06/12/19	UOB Kay Hian	Comfortdelgro	2.55	2.77	Buy
06/18/19	DMG & Partners	Comfortdelgro	2.58	2.65	Neutral	DCF & FCF
07/10/19	Kim Eng	Comfortdelgro	2.84	2.76	Hold	DCF
07/10/19	UOB Kay Hian	Comfortdelgro	2.84	3.08	Buy	PER19.5x FY20
07/11/19	Amfrasers	Comfortdelgro	2.82	2.77	Neutral	PER19x FY19
07/15/19	phillip	Comfortdelgro	2.81	2.99	Accumulate	DCF
07/22/19	DMG & Partners	Comfortdelgro	2.8	2.65	Neutral	DCF
08/14/19	CIMB	Comfortdelgro	2.62	2.78	Add	DCF
08/14/19	DMG & Partners	Comfortdelgro	2.62	2.55	Neutral	DCF
08/14/19	OCBC	Comfortdelgro	2.62	2.91	Hold
08/14/19	phillip	Comfortdelgro	2.62	2.99	Accumulate	DCF, PER18.6x FY19
08/14/19	UOB Kay Hian	Comfortdelgro	2.62	2.95	Buy
08/14/19	DBS Vickers	Comfortdelgro	2.62	2.59	Hold
08/15/19	Amfrasers	Comfortdelgro	2.51	2.77	Neutral	PER19x FY19
08/15/19	CIMB	Comfortdelgro	2.51	2.78	Add
09/04/19	DBS Vickers	Comfortdelgro	2.46	2.59	Hold
09/19/19	DMG & Partners	Comfortdelgro	2.45	2.55	Neutral	DCF
10/02/19	Kim Eng	Comfortdelgro	2.41	2.76	Buy	DCF
10/09/19	UOB Kay Hian	Comfortdelgro	2.42	2.95	Buy
10/09/19	DBS Vickers	Comfortdelgro	2.42	2.59	Hold
11/14/19	Kim Eng	Comfortdelgro	2.38	2.7	Buy	DCF
11/14/19	DMG & Partners	Comfortdelgro	2.38	2.38	Neutral	DCF
11/14/19	UOB Kay Hian	Comfortdelgro	2.38	2.27	Hold	Buy @ $2
11/14/19	DBS Vickers	Comfortdelgro	2.38	2.48	Hold	Sum of parts, PER17.8x FY20
11/14/19	CIMB	Comfortdelgro	2.38	2.28	Hold	DCF
11/20/19	Amfrasers	Comfortdelgro	2.36	2.61	Outperform	PER19x FY20
11/21/19	phillip	Comfortdelgro	2.35	2.56	Accumulate	DCF, PER18.6x FY19
12/02/19	Amfrasers	Comfortdelgro	2.35	2.61	Outperform	PER19x FY20
12/06/19	DMG & Partners	Comfortdelgro	2.4	2.38	Neutral	DCF
02/04/20	DMG & Partners	Comfortdelgro	2.13	2.38	Neutral	DCF
02/06/20	DBS Vickers	Comfortdelgro	2.14	2.45	Buy	DCF, PER18.1x FY20
02/06/20	CIMB	Comfortdelgro	2.14	2.09	Hold
02/17/20	DMG & Partners	Comfortdelgro	2.18	2.25	Neutral	DCF, PER18x FY20
02/17/20	UOB Kay Hian	Comfortdelgro	2.18	2.15	Hold	Buy @ $1.95
02/17/20	DBS Vickers	Comfortdelgro	2.18	2.26	Hold	DCF & PER17.7x FY20
02/17/20	CIMB	Comfortdelgro	2.18	2.08	Hold	Buy @ $1.88
02/19/20	phillip	Comfortdelgro	2.09	2.2	Accumulate	DCF
02/24/20	Amfrasers	Comfortdelgro	2.02	2.28	Outperform	PER17.5x FY20
03/10/20	Amfrasers	Comfortdelgro	1.81	2.28	Outperform	PER17.5x FY20
03/31/20	DBS Vickers	Comfortdelgro	1.48	1.55	Hold	PER15x FY20
03/31/20	CIMB	Comfortdelgro	1.48	1.55	Hold
04/02/20	DMG & Partners	Comfortdelgro	1.47	1.54	Neutral	DCF

CNMC - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
05/22/19	phillip	CNMC	0.2	0.31	Buy	DCF
08/19/19	phillip	CNMC	0.3	0.33	Accumulate	DCF