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Friday, April 9, 2021

Stock calls for 9 April 2021

Date

Analyst

Company

Last

Target

Call

Valuation

04/09/21

OCBC

A-Reit

3.08

3.84

Buy


04/09/21

OCBC

Manulife US Reit

0.735

0.82

Buy


04/09/21

DMG & Partners

OCBC

11.81

13.3

Buy


04/09/21

CIMB

SIA Engineering

2.2

2.85

Add

PB2x

04/09/21

JP Morgan

ST Engineering

3.9

4.8

Overweight


04/09/21

UOB Kay Hian

Sunpower

0.87

1.11

Buy

Sum of parts

04/09/21

Lim & Tan

UOB-Kay Hian

1.68

1.95

Accumulate


Thursday, April 8, 2021

Hyphens Pharma - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

05/15/20

DMG & Partners

Hyphens Pharma

0.24

0.27

Buy

DCF

07/20/20

Phillip

Hyphens Pharma

0.42

0.435

Accumulate

DCF

08/20/20

Phillip

Hyphens Pharma

0.45

0.495

Accumulate

DCF

11/09/20

Amfrasers

Hyphens Pharma

0.405

0.48

Buy

PER17x FY21

11/16/20

Phillip

Hyphens Pharma

0.345

0.365

Accumulate

DCF

03/08/21

Phillip

Hyphens Pharma

0.31

0.34

Accumulate

DCF

Hutchison Port - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

06/02/20

DBS Vickers

Hutchison Port

0.112

0.12

Hold

DCF

08/06/20

DBS Vickers

Hutchison Port

0.102

0.14

Buy

DCF

09/07/20

DBS Vickers

Hutchison Port

0.106

0.14

Buy


11/03/20

DBS Vickers

Hutchison Port

0.142

0.14

Buy


11/18/20

DBS Vickers

Hutchison Port

0.152

0.22

Buy

DCF

01/06/21

DBS Vickers

Hutchison Port

0.198

0.22

Buy


02/01/21

DBS Vickers

Hutchison Port

0.205

0.27

Buy

DCF

02/09/21

DBS Vickers

Hutchison Port

0.225

0.32

Buy

DCF

HRnetGroup - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

06/25/20

CIMB

HRnetGroup

0.5

0.58

Hold


08/13/20

DBS Vickers

HRnetGroup

0.48

0.5

Hold

PER7.5x FY20, Ex-cash

08/13/20

DMG & Partners

HRnetGroup

0.48

0.52

Neutral

DCF

09/17/20

CIMB

HRnetGroup

0.445

0.523

Add


10/29/20

DMG & Partners

HRnetGroup

0.48

0.52

Buy

DCF

12/09/20

CIMB

HRnetGroup

0.51

0.635

Add

PER13.2x FY22

01/19/21

CIMB

HRnetGroup

0.555

0.635

Add

PER13.2x FY22

03/02/21

CIMB

HRnetGroup

0.58

0.7

Add


03/03/21

DBS Vickers

HRnetGroup

0.585

0.5

Hold


03/05/21

DMG & Partners

HRnetGroup

0.58

0.72

Buy

PER15x FY21

Stock calls for 8 April 2021

Date

Analyst

Company

Last

Target

Call

Valuation

04/08/21

DMG & Partners

AIMS AMP Cap Ind Reit

1.32

1.55

Buy


04/08/21

Phillip

Ix Biopharma

0.255

0.445

Buy

DCF

04/08/21

CIMB

Japfa

0.9

1.18

Add


04/08/21

UOB Kay Hian

Sembcorp Industries

1.95

2.27

Buy

PB

DPM Heng Swee Keat is no longer the next SG PM.

https://www.businesstimes.com.sg/government-economy/heng-swee-keat-no-longer-singapores-next-pm-to-relinquish-finance-portfolio-at

We had already expected this because he didn't have a strong mandate from Singaporeans.

Just take a look at our previous post.

The peculiarity in South Africa daily infection rates.


WHO had been worrying about South African daily infection rate previously because South Africa (SA) had not started vaccinating its population since last year.  SA only started its vaccination program in mid-February 2021.

https://www.bbc.com/news/56100076

However, the daily infection rates in SA had started to drop since January 2021 and this puzzled many scientists since the way to curb infections was through mass vaccinations.  Anyway, the statistics in SA defied the common scientific logic.

Why? What happened?

https://www.reuters.com/article/uk-health-coronavirus-safrica-idUSKCN2AV1SK

The secret might lie in the SA variant which could provide cross-protection and reduce reinfections.  I think SA has reached the herd immunity level already and the immunity also provides cross-protection.  Thus, the daily infection rate started dropping in January 2021.

Is the US stock market overvalued? - Part 3

 Let's look at 3 indicators to determine the US stock market valuation.

Warren Buffett Indicator


Shiller PE ratio chart

Bank of America Equity Sentiment
The sell indicator (blue line) is approaching the red line which indicates an impending sell signal.

All the aforesaid indicators are showing extreme bullishness in the US stock market!  The indicators are showing that the US stock market is approaching its peak soon.

Wednesday, April 7, 2021

Hong Leong Asia - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

04/07/21

CIMB

Hong Leong Asia

0.825

1.18

Add

Sum of parts