Date | Analyst | Company | Last | Target | Call | Valuation |
05/28/20 | Macquarie | Keppel Corp | 6.03 | 7 | Outperform | |
05/29/20 | DBS Vickers | Keppel Corp | 5.97 | 6.8 | Buy | |
05/29/20 | CIMB | Keppel Corp | 5.97 | 7.48 | Add | Sum of parts |
05/29/20 | DMG & Partners | Keppel Corp | 5.97 | 7.3 | Buy | |
06/02/20 | UOB Kay Hian | Keppel Corp | 5.96 | 7.15 | Buy | |
06/09/20 | Lim & Tan | Keppel Corp | 6.23 | 0 | Buy | |
07/07/20 | DMG & Partners | Keppel Corp | 6.16 | 7.3 | Buy | |
07/14/20 | Macquarie | Keppel Corp | 6.01 | 7 | Outperform | Sum of parts |
07/27/20 | Lim & Tan | Keppel Corp | 5.71 | 0 | Buy on weakness | |
08/03/20 | UOB Kay Hian | Keppel Corp | 5.4 | 7.1 | Buy | Sum of parts |
08/03/20 | DMG & Partners | Keppel Corp | 5.4 | 7.3 | Buy | Sum of parts |
08/03/20 | DBS Vickers | Keppel Corp | 5.4 | 6.4 | Buy | sum of parts, PB1x |
08/03/20 | CIMB | Keppel Corp | 5.4 | 6.46 | Add | Sum of parts |
08/03/20 | OCBC | Keppel Corp | 5.4 | 6.4 | Buy | |
08/11/20 | Amfrasers | Keppel Corp | 5.4 | 6.34 | Outperform | Sum of parts |
08/11/20 | DBS Vickers | Keppel Corp | 5.4 | 5.5 | Hold | Sum of parts, PB1x |
08/11/20 | Lim & Tan | Keppel Corp | 5.4 | 0 | Hold | |
08/11/20 | UOB Kay Hian | Keppel Corp | 5.4 | 6.7 | Buy | Sum of parts |
09/02/20 | Lim & Tan | Keppel Corp | 4.55 | 0 | Accumulate | |
09/22/20 | Lim & Tan | Keppel Corp | 4.19 | 0 | Buy | |
09/22/20 | CIMB | Keppel Corp | 4.19 | 6.46 | Add | Sum of parts |
09/22/20 | UOB Kay Hian | Keppel Corp | 4.19 | 6.3 | Buy | Sum of parts |
09/30/20 | DBS Vickers | Keppel Corp | 4.3 | 5.5 | Buy | Sum of parts, PB0.9x FY20 |
10/02/20 | Lim & Tan | Keppel Corp | 4.51 | 0 | Buy | |
10/12/20 | CIMB | Keppel Corp | 4.49 | 6.46 | Add | Sum of parts |
10/12/20 | Lim & Tan | Keppel Corp | 4.49 | 5.63 | Buy | Sum of parts |
10/29/20 | UOB Kay Hian | Keppel Corp | 4.34 | 6.3 | Buy | |
10/30/20 | DBS Vickers | Keppel Corp | 4.27 | 5.5 | Buy | Sum of parts |
11/03/20 | OCBC | Keppel Corp | 4.34 | 6 | Buy | |
11/03/20 | CIMB | Keppel Corp | 4.34 | 6.46 | Add | Sum of parts |
11/23/20 | Lim & Tan | Keppel Corp | 5.15 | 0 | Buy | |
12/03/20 | Phillip | Keppel Corp | 5.15 | 6.12 | Buy | Sum of parts |
12/04/20 | Lim & Tan | Keppel Corp | 5.15 | 0 | Accumulate | |
01/05/21 | Phillip | Keppel Corp | 5.42 | 6.12 | Buy | |
01/25/21 | UOB Kay Hian | Keppel Corp | 5.64 | 6.3 | Buy | |
01/29/21 | UOB Kay Hian | Keppel Corp | 5.46 | 6.1 | Buy | |
01/29/21 | CIMB | Keppel Corp | 5.46 | 6.4 | Add | Sum of parts |
01/29/21 | DBS Vickers | Keppel Corp | 5.46 | 5.85 | Hold | Sum of parts, PB1.1x FY21 |
01/29/21 | OCBC | Keppel Corp | 5.46 | 5.2 | Hold | |
01/29/21 | Lim & Tan | Keppel Corp | 5.46 | 0 | Accumulate | |
02/01/21 | Phillip | Keppel Corp | 5.01 | 6.12 | Buy | Sum of parts (10% discount), PB1x FY21 |
03/17/21 | UOB Kay Hian | Keppel Corp | 5.18 | 6.1 | Buy | PB |
03/25/21 | Lim & Tan | Keppel Corp | 5.22 | 0 | Buy | |
03/31/21 | CIMB | Keppel Corp | 5.34 | 6.4 | Add | Sum of parts |
Thursday, April 15, 2021
Keppel Corp - Stock calls
Jumbo - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
05/18/20 | DMG & Partners | Jumbo | 0.25 | 0.19 | Sell | DCF |
05/18/20 | DBS Vickers | Jumbo | 0.25 | 0.21 | Fully Valued | PER18x FY21 |
05/18/20 | CIMB | Jumbo | 0.25 | 0.2 | Reduce | |
06/16/20 | DMG & Partners | Jumbo | 0.29 | 0.19 | Sell | |
08/28/20 | DMG & Partners | Jumbo | 0.345 | 0.19 | Sell | |
09/11/20 | DBS Vickers | Jumbo | 0.325 | 0.21 | Fully Valued | |
11/27/20 | DBS Vickers | Jumbo | 0.32 | 0.22 | Fully Valued | PER20x FY21 |
11/30/20 | UOB Kay Hian | Jumbo | 0.33 | 0.27 | Sell | |
11/30/20 | DMG & Partners | Jumbo | 0.33 | 0.19 | Sell | DCF |
Stock calls for 15 April 2021
Date | Analyst | Company | Last | Target | Call | Valuation |
04/15/21 | DMG & Partners | Fu Yu | 0.32 | 0.37 | Buy | |
04/15/21 | DBS Vickers | GHY | 0.755 | 1 | Buy | Sum of parts, PER19.4x FY21 |
04/15/21 | OCBC | Singapore Post | 0.755 | 0.74 | Hold | |
04/15/21 | DMG & Partners | Suntec Reit | 1.57 | 1.79 | Buy |
India protests U.S. Navy's transit through its exclusive economic zone.
The US FED is lying again! - Part 2
Let's get into the minds of fund managers! - Part 2.
Let's look at the Global FMS for April.
FMS shows that the treasury market selloff (yield spike) is the most important concern in April compared to March 2021 in which inflation was the most concerning factor.
http://sg-stock.blogspot.com/2021/03/lets-get-into-minds-of-fund-managers.html
Wednesday, April 14, 2021
Jiutian - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
08/24/20 | Amfrasers | Jiutian | 0.046 | 0.068 | Outperform | PER8x |
09/07/20 | Amfrasers | Jiutian | 0.05 | 0.068 | Outperform | |
11/04/20 | UOB Kay Hian | Jiutian | 0.098 | 0.16 | Buy | PER5x FY21 |
11/12/20 | UOB Kay Hian | Jiutian | 0.115 | 0.18 | Buy | PER5x FY21 |
11/26/20 | Amfrasers | Jiutian | 0.086 | 0.14 | Not Rated | |
01/18/21 | CIMB | Jiutian | 0.1 | 0.145 | Add | PER5.7x FY22 |
02/03/21 | Amfrasers | Jiutian | 0.104 | 0.155 | Not Rated | |
02/24/21 | UOB Kay Hian | Jiutian | 0.107 | 0.128 | Buy | PER5x FY21 |
02/25/21 | CIMB | Jiutian | 0.096 | 0.135 | Add | PER5.7x FY22 |
04/13/21 | CIMB | Jiutian | 0.102 | 0.135 | Add | PER5.7x FY22 |