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Thursday, May 6, 2021

Sembcorp Marine - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

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


07/07/20

DMG & Partners

Sembcorp Marine

0.47

1.13

Buy


07/16/20

DMG & Partners

Sembcorp Marine

0.455

0.55

Buy

PB0.82x

07/16/20

UOB Kay Hian

Sembcorp Marine

0.455

0.49

Hold

Buy @ $0.40

07/16/20

Lim & Tan

Sembcorp Marine

0.455

0

Avoid


08/20/20

Amfrasers

Sembcorp Marine

0.21

0.23

Neutral

PB0.8x

10/29/20

UOB Kay Hian

Sembcorp Marine

0.128

0.154

Sell


10/29/20

CIMB

Sembcorp Marine

0.128

0.129

Hold


10/29/20

OCBC

Sembcorp Marine

0.128

0.14

Hold


11/12/20

UOB Kay Hian

Sembcorp Marine

0.129

0.125

Hold

PB0.7x FY21, Buy @ $0.105

11/17/20

CIMB

Sembcorp Marine

0.131

0.139

Hold


12/14/20

UOB Kay Hian

Sembcorp Marine

0.162

0.125

Sell


02/23/21

Lim & Tan

Sembcorp Marine

0.152

0

Hold


02/24/21

OCBC

Sembcorp Marine

0.155

0.145

Hold

PB0.5x

02/24/21

CIMB

Sembcorp Marine

0.155

0.141

Hold


02/24/21

UOB Kay Hian

Sembcorp Marine

0.155

0.16

Hold

PB0.6x

02/26/21

DBS Vickers

Sembcorp Marine

0.155

0.14

Hold

PB0.5x FY21

03/31/21

CIMB

Sembcorp Marine

0.18

0.141

Hold

PB0.5x CY21

05/03/21

Lim & Tan

Sembcorp Marine

0.21

0

Hold


05/04/21

UOB Kay Hian

Sembcorp Marine

0.205

0.18

Hold

PB0.7x

05/04/21

CIMB

Sembcorp Marine

0.205

0.226

Hold

PB0.8x

05/05/21

DBS Vickers

Sembcorp Marine

0.2

0.2

Hold

PB0.7x

Stock calls for 6 May 2021

Date

Analyst

Company

Last

Target

Call

Valuation

05/06/21

Amfrasers

AEM

3.63

4.36

Outperform

PER14x FY21

05/06/21

Kim Eng

AEM

3.63

5.56

Buy


05/06/21

DBS Vickers

AIMS AMP Cap Ind Reit

1.39

1.6

Buy

DCF, PB1.18x

05/06/21

DMG & Partners

AIMS AMP Cap Ind Reit

1.39

1.58

Buy


05/06/21

Soochow

AIMS AMP Cap Ind Reit

1.39

1.6

Buy


05/06/21

DBS Vickers

Ireit

0.64

0.76

Buy

DCF

05/06/21

UOB Kay Hian

Jiutian

0.096

0.138

Buy

PER5x FY21

05/06/21

DMG & Partners

Sarine

0.565

0.49

Underperform

PER25x FY22

05/06/21

UOB Kay Hian

SIA Engineering

2.2

2

Sell

DCF

05/06/21

UOB Kay Hian

Starhub

1.26

1.3

Hold

DCF, Buy @ $1.15

05/06/21

OCBC

UOB

26.3

29

Buy

PB

05/06/21

Lim & Tan

UOB

26.3

0

Accumulate


Wednesday, May 5, 2021

Professional fund managers are bailing out of the stock markets.

Hedge fund managers are bailing out!

https://finance.yahoo.com/finance/news/hedge-funds-professional-money-managers-112958995.html

As the saying goes, it is smarter to follow smart money.

Why are they bailing out?  Maybe they are sensing something is wrong with the stock markets now and a financial crisis is coming.

Coincidentally, we've just projecting an impending financial crisis in 2022.

http://sg-stock.blogspot.com/2021/04/another-constellation-is-aligning-and.html

Global poll: US is the biggest threat to democracy!

https://sg.news.yahoo.com/us-seen-bigger-threat-democracy-070008216.html

This is not unexpected because the US has been employing falsehoods to smear other countries and dethrone anti-USA governments around the world using unilateral military and trade actions.

The US democracy is not a universal democractic ideology but a US demagogic propaganda.  When more and more people see through the US hypocrisies, they will not embrace US democracy anymore and US influences will dwindle in the future.  Trust is easier to lose but harder to earn.  The US is losing that trust right now!