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Friday, February 19, 2021

SPH - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/06/20

UOB Kay Hian

SPH

2.15

2.3

Hold

Sum of parts, Buy @ $2

01/14/20

UOB Kay Hian

SPH

2.18

2.22

Hold

Sum of parts, Buy @ $2

01/14/20

CIMB

SPH

2.18

2.11

Hold

Sum of parts

01/14/20

DBS Vickers

SPH

2.18

2.12

Hold


01/15/20

Lim & Tan

SPH

2.14

0

Hold


01/15/20

OCBC

SPH

2.14

2.28

Hold


03/06/20

UOB Kay Hian

SPH

1.88

2.22

Hold


03/09/20

UOB Kay Hian

SPH

1.89

2.25

Buy

Sum of parts

03/19/20

Lim & Tan

SPH

1.83

0

Hold


03/26/20

UOB Kay Hian

SPH

1.74

2.04

Buy


04/02/20

UOB Kay Hian

SPH

1.78

1.61

Hold

Sum of parts, Buy @ $1.40

04/08/20

CIMB

SPH

1.6

1.57

Hold

Sum of parts

04/08/20

Lim & Tan

SPH

1.6

0

Sell


04/08/20

DBS Vickers

SPH

1.6

1.56

Hold

Sum of parts

04/09/20

UOB Kay Hian

SPH

1.53

1.39

Hold

Sum of parts, Buy @ $1.20

04/28/20

UOB Kay Hian

SPH

1.49

1.5

Hold

Buy @ $1.3

05/21/20

UOB Kay Hian

SPH

1.5

1.52

Hold

Sum of parts, Buy @ $1.30

05/21/20

Lim & Tan

SPH

1.5

0

Hold


05/22/20

DBS Vickers

SPH

1.56

1.57

Hold


06/24/20

UOB Kay Hian

SPH

1.36

1.52

Hold

Buy @ $1.30

06/25/20

CIMB

SPH

1.33

1.57

Hold


07/15/20

UOB Kay Hian

SPH

1.25

1.41

Hold

Sum of parts, Buy @ $1.20

07/15/20

CIMB

SPH

1.25

1.35

Hold

Sum of parts (25% disc)

07/15/20

OCBC

SPH

1.25

1.35

Hold

PER15x

07/16/20

DBS Vickers

SPH

1.25

1.26

Hold

Sum of parts

08/19/20

Lim & Tan

SPH

1.11

0

Hold


08/24/20

UOB Kay Hian

SPH

1.08

1.22

Hold

Sum of parts, Buy @ $1

08/31/20

DBS Vickers

SPH

1.09

1.26

Hold


10/14/20

DBS Vickers

SPH

1.05

1.09

Hold

Sum of parts

10/14/20

CIMB

SPH

1.05

1.1

Hold

Sum of parts (30% disc)

10/14/20

Lim & Tan

SPH

1.05

0

Hold


10/15/20

UOB Kay Hian

SPH

1

1.12

Hold

Sum of parts, Buy @ $1

11/23/20

Lim & Tan

SPH

1.25

0

Hold


01/07/21

CIMB

SPH

1.13

1.1

Hold

Sum of parts

01/20/21

CIMB

SPH

1.21

1.31

Hold

Sum of parts

01/21/21

UOB Kay Hian

SPH

1.22

1.22

Hold

Buy @ $1.05

Soilbuild Reit - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/24/20

DBS Vickers

Soilbuild Reit

0.52

0.55

Hold

DCF

01/28/20

OCBC

Soilbuild Reit

0.515

0.52

Hold


02/04/20

Amfrasers

Soilbuild Reit

0.5

0.55

Neutral


03/02/20

DBS Vickers

Soilbuild Reit

0.495

0.55

Hold


04/20/20

DBS Vickers

Soilbuild Reit

0.39

0.5

Buy

DCF

04/21/20

OCBC

Soilbuild Reit

0.4

0.38

Hold


05/27/20

Amfrasers

Soilbuild Reit

0.38

0.48

Neutral


07/09/20

DBS Vickers

Soilbuild Reit

0.41

0.5

Buy


09/02/20

DBS Vickers

Soilbuild Reit

0.455

0.5

Buy

DCF

10/16/20

Lim & Tan

Soilbuild Reit

0.485

0

Hold


10/20/20

Amfrasers

Soilbuild Reit

0.49

0.48

Neutral


12/15/20

Lim & Tan

Soilbuild Reit

0.535

0

Accept offer


Stock calls for 19 February 2021

Date

Analyst

Company

Last

Target

Call

Valuation

02/19/21

UOB Kay Hian

DBS

25.76

29.2

Hold

Buy @ $25.2

02/19/21

Phillip

Ix Biopharma

0.255

0.445

Buy

DCF

02/19/21

Kim Eng

Prime US Reit

0.83

1.1

Buy

DDM

The US is facing rising rates pressure in 2021.

The US risk-free rate (10y) has been trending up since the beginning of 2021.  This is within our expectation because of the recent declines in China's credit impulse as posted below.


We had also predicted that the US would face inflation pressure in 2021.


Furthermore, the US 1-year inflation expectation has been trending up (3.3% now) recently too.  The US FED has stated that its average inflation target is about 2%.


The rising rates pressure will definitely keep the US FED on edge because the US FED has to rein in its QE when the US inflation is beyond the FED's target.

Thursday, February 18, 2021

Hot news! Sinovac vaccine works on UK and South African variants.

https://www.reuters.com/article/us-health-coronavirus-brazil/sinovac-vaccine-works-on-uk-south-african-variants-brazil-institute-idUSKBN2AH2H0

Brazil institute has just announced that the Sinovac vaccine is effective against the UK and South African variants.

This is a major blow to the US and UK vaccines because Brazil is well-known to be pro-US.

Vaccination conundrum?

https://www.channelnewsasia.com/news/singapore/covid-19-vaccine-72-year-old-man-cardiac-arrest-ttsh-moh-14228104

I don't know whether the covid vaccine will induce a heart attack or not but I do question the medical logic.

Here's my conundrum:

When you have a pre-existing illness and you get infected by covid and fall sick, the medical expert will say that your sickness is due to the covid virus and not your pre-existing illness.

When you have a pre-existing illness and you fall sick on the same day after getting a covid vaccination, the medical expert will say that your sickness is not due to your vaccination but due to your pre-existing illness.

I'm so confused! Sigh!