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Monday, January 11, 2021

Stock calls for 11 January 2021

DateAnalystCompanyLastTargetCallValuation
01/11/21UOB Kay HianFar East Hospitality0.620.74Buy
01/11/21UOB Kay HianFirst Resources1.491.75BuyPER12x FY21
01/11/21UOB Kay HianFrasers Centrepoint Trust2.573.15BuyDDM
01/11/21UOB Kay HianLendlease Reit0.7750.97Buy
01/11/21UOB Kay HianOCBC10.7313.48BuyGGM, PB1.19x FY21
01/11/21DBS VickersRiverstone1.351.85BuyPER12.8x FY21/22
01/11/21UOB Kay HianRiverstone1.352.99BuyPER15.9x FY21
01/11/21UOB Kay HianSingapore Medical0.330.46BuyUp from $0.37
01/11/21UOB Kay HianSingtel2.462.8BuyDCF
01/11/21UOB Kay HianSuntec Reit1.511.75Buy
01/11/21CIMBTop Glove2.112.93AddPER16x CY22
01/11/21UOB Kay HianUnited Hamspire0.6450.92Buy

The US and UK hospitals are running out of beds!

https://sg.finance.yahoo.com/news/coronavirus-crisis-covid-19-austin-hospital-icu-vaccine-142903794.html

https://www.irishtimes.com/news/world/uk/coronavirus-london-hospitals-set-to-run-out-of-beds-in-a-fortnight-1.4452701

The US and UK hospitals are running out of beds because of the massive spikes in covid infections and many operations have to be delayed.  Furthermore, it is expected that the new 3 infectious variants will overtake their predecessors to become the dominant viruses across the globe.  These 3 variants will stress the global healthcare system because they target younger people.

God bless us all!

Pharmaceutical companies will make false claims just to sell their drugs.

Let's take a look at some examples.

https://www.cbsnews.com/news/covid-vaccine-last-years-moderna-ceo/

Moderna CEO proclaimed that his covid vaccine may last for years without any concrete proof.  However, scientific research showed otherwise and Moderna had only a small research size.

https://www.forbes.com/sites/williamhaseltine/2020/12/22/the-moderna-vaccines-antibodies-may-not-last-as-long-as-we-hoped/?sh=680bcbd45674

The Imperil college research also showed that covid antibodies only lasted a few months and we had stated this on numerous postings too.

https://www.healthline.com/health-news/new-evidence-that-coronavirus-antibodies-only-last-a-few-months

http://sg-stock.blogspot.com/2020/12/modernas-vaccination-can-last-at-least.html

Gilead also made some false claims about its drug that WHO disputed after its scientific review.

https://www.reuters.com/article/health-coronavirus-remdesivir/who-study-says-remdesivir-did-not-reduce-mortality-in-covid-19-patients-ft-idINL4N2H63XG.

Omg! Another covid variant is detected!

https://www.channelnewsasia.com/news/asia/new-coronavirus-variant-found-in-travellers-from-brazil--japan-government-13931378

This is the 3rd variant being detected in a very short span of time.  This brazil variant is different from the UK and South African variants.

It looks like the covid virus is mutating faster now.

Saturday, January 9, 2021

Wow! Taiwan was involved in the white house's invasion!

 A picture can tell a thousand words.



I knew that Taiwan was a staunch pro-Trump supporter but I’ve never expected Taiwan to back Trump up by involving in the white house’s invasion.  The white house rioter brandished a big Taiwan's flag during the invasion to show Taiwan’s support for Trump.

Baltic dry index - 1606


 Related stock: Sembcorp Marine, Cosco & Pan ocean.

US rig count (week) - 360


 Related stock: Keppel Corp, Sembcorp Marine & Cosco.

Friday, January 8, 2021

Fu Yu - Stock calls

DateAnalystCompanyLastTargetCallValuation
01/08/20DMG & PartnersFu Yu0.2550.27Buy
01/15/20DBS VickersFu Yu0.250.35BuyPER16x FY20
01/15/20DMG & PartnersFu Yu0.250.29BuyDCF
02/26/20UOB Kay HianFu Yu0.260.3Buy
02/26/20DBS VickersFu Yu0.260.35BuyPER11.8x FY20
02/27/20Lim & TanFu Yu0.250Hold
02/28/20DMG & PartnersFu Yu0.250.32BuyDCF
03/16/20DMG & PartnersFu Yu0.20.32BuyDCF
04/01/20DBS VickersFu Yu0.1980.21Hold
04/06/20CIMBFu Yu0.1960.21Add
04/07/20DMG & PartnersFu Yu0.1990.32Buy
04/13/20DMG & PartnersFu Yu0.2150.28BuyDCF
05/13/20DBS VickersFu Yu0.220.21HoldPER13.6x FY20
05/13/20Lim & TanFu Yu0.220Buy on weakness
05/14/20CIMBFu Yu0.220.21Hold
05/15/20UOB Kay HianFu Yu0.220.25BuyPER12.4x FY20
06/16/20DMG & PartnersFu Yu0.230.28BuyDCF
06/24/20Lim & TanFu Yu0.240Buy
07/03/20DMG & PartnersFu Yu0.2350.28Buy
08/17/20DMG & PartnersFu Yu0.240.3BuyDCF
08/17/20DBS VickersFu Yu0.240.27HoldPER12.6x FY21
08/17/20Lim & TanFu Yu0.240Buy
08/18/20UOB Kay HianFu Yu0.2450.29Buy
09/14/20CIMBFu Yu0.240.24HoldGGM, PB1.1x
11/12/20DBS VickersFu Yu0.2350.31Buy
11/16/20DMG & PartnersFu Yu0.2450.3Buy
11/16/20CIMBFu Yu0.2450.288Add
12/28/20DMG & PartnersFu Yu0.2550.3Buy

Frencken - Stock calls

DateAnalystCompanyLastTargetCallValuation
01/24/20DBS VickersFrencken0.911.06BuyPER10x FY20
02/28/20DBS VickersFrencken0.8651.06BuyPER10x FY20
02/28/20AmfrasersFrencken0.8651.01outperform
03/02/20CIMBFrencken0.831.06Add
03/09/20DMG & PartnersFrencken0.831.05BuyDCF
03/10/20AmfrasersFrencken0.751.01outperformPER10x FY20
04/02/20DBS VickersFrencken0.5650.74Buy
04/15/20DMG & PartnersFrencken0.710.9BuyDCF
05/15/20DBS VickersFrencken0.820.92BuyPER10.4x FY20
06/02/20AmfrasersFrencken0.811.01outperformPER10x FY20
06/22/20UOB Kay HianFrencken0.861.15Buy
07/01/20DBS VickersFrencken0.881.02BuyPER10.4x FY21
07/03/20DMG & PartnersFrencken0.910.9Buy
07/13/20Kim EngFrencken0.9151.2BuyRoe-g/Coe-g, PB1.6x FY20
08/11/20Kim EngFrencken1.151.2Buy
08/14/20UOB Kay HianFrencken1.241.37Buy
08/14/20DBS VickersFrencken1.241.43BuyPER13.2x FY21
08/14/20CIMBFrencken1.241.06Reduce
08/17/20AmfrasersFrencken1.041.21outperformPER12x FY21
08/20/20Kim EngFrencken0.981.33BuyPB1.6x FY21
08/24/20Lim & TanFrencken0.961.26Accumulate
08/31/20CIMBFrencken0.941.06AddPER10x FY21
08/31/20DMG & PartnersFrencken0.941.16Buy
09/01/20UOB Kay HianFrencken0.941.37Buy
09/07/20DBS VickersFrencken11.43Buy
09/30/20Kim EngFrencken0.961.33Buy
10/15/20DMG & PartnersFrencken1.071.16BuyDCF
10/15/20CIMBFrencken1.071.25Add
11/13/20Lim & TanFrencken0.970Buy
11/13/20DMG & PartnersFrencken0.971.22Buy
11/13/20CIMBFrencken0.971.27Add
11/13/20Kim EngFrencken0.971.39BuyPB1.6x FY21
11/13/20DBS VickersFrencken0.971.51BuyPER13.2x FY21
11/17/20UOB Kay HianFrencken1.051.42Buy
12/23/20Kim EngFrencken1.21.39BuyPB1.6x FY21
12/23/20CIMBFrencken1.21.39Add
12/24/20DMG & PartnersFrencken1.241.37Buy
01/06/21DBS VickersFrencken1.321.51Buy

Frasers Property - Stock calls

DateAnalystCompanyLastTargetCallValuation
05/14/20DBS VickersFrasers Property1.191.7BuyRNAV (50% discount)
05/14/20CIMBFrasers Property1.191.7AddRNAV (45% discount)
07/30/20DBS VickersFrasers Property1.181.7Buy
08/06/20DBS VickersFrasers Property1.171.7BuyRNAV (50% discount)
08/12/20CIMBFrasers Property1.191.7Add
09/07/20CIMBFrasers Property1.171.7Add
11/11/20Lim & TanFrasers Property1.140Accumulate
11/12/20CIMBFrasers Property1.151.7Add

Stock calls for 8 January 2021

DateAnalystCompanyLastTargetCallValuation
01/08/21CIMBDairy Farm4.275.5AddPER22x FY21
01/08/21Lim & TanSembcorp Industries1.770Neutral

It is a beautiful sight to behold the true democracy at work in the white house's invasion.

The US government had shown the world that a government must act tough against rioters because it used real bullets and not rubber bullets for its first response.

No wonder the western world criticized HK police for using rubber bullets to wound the rioters because HK should use real bullets instead.

The US has taught the world the true meaning of democracy because a government can kill at will to defend its democratic value.

No wonder HK is not a democratic entity in the eyes of the western world because it doesn't defend its democratic value by allowing the rioters to invade its parliamentary house.

We must give thanks to the US for teaching us true democracy.  It is indeed a beautiful sight to behold the process of true democracy.


Thursday, January 7, 2021

The US risk-free rate has breached 1%.

The US 10-year yield (risk-free) has breached 1% and is expected to reach 2% in 2021.  The US FED had stated clearly that it won't raise its rates until 2023.

http://sg-stock.blogspot.com/2020/09/the-us-fed-is-expected-to-remain-on_17.html

If the US continues to print USD and doesn't raise interest rates, there will be runaway inflation in the US by 2023.

Let's see how this will pan out.

The US inflation is coming - Part 6

The US will face rising inflation in 2021 because of a confluence of factors.

Let's take a look at these factors.

The oil price has been rising and is above US$50 now.


The USD index has been declining which is making imports more expensive.

The PMI prices and freight costs have been rising and this will impact PPI and CPI in the foreseeable future.

http://sg-stock.blogspot.com/2021/01/the-us-ism-pmi-improved-to-607-in.html

Frasers Logistics - Stock calls

DateAnalystCompanyLastTargetCallValuation
02/10/20OCBCFrasers Logistics1.271.37Hold
02/10/20CIMBFrasers Logistics1.271.32Add
05/04/20CIMBFrasers Logistics1.061.3Add
06/02/20DBS VickersFrasers Logistics1.151.4Buy
07/03/20DBS VickersFrasers Logistics1.211.4Buy
07/14/20CIMBFrasers Logistics1.231.43AddDDM
08/05/20DBS VickersFrasers Logistics1.371.6BuyDCF
08/05/20CIMBFrasers Logistics1.371.43Add
08/05/20Lim & TanFrasers Logistics1.370Hold
08/19/20MacquarieFrasers Logistics1.391.6outperform
08/24/20OCBCFrasers Logistics1.381.59Buy
09/02/20DBS VickersFrasers Logistics1.361.6BuyDCF
09/28/20DBS VickersFrasers Logistics1.421.85BuyDCF
10/16/20OCBCFrasers Logistics1.41.59Buy
11/09/20CIMBFrasers Logistics1.331.5AddDDM
11/09/20DBS VickersFrasers Logistics1.331.85BuyDCF
11/17/20OCBCFrasers Logistics1.281.59Buy

Frasers Hospitality Trust - Stock calls

DateAnalystCompanyLastTargetCallValuation
01/28/20DBS VickersFrasers Hospitality Trust0.7150.78HoldDCF
02/17/20Kim EngFrasers Hospitality Trust0.690.8Buy
04/21/20DBS VickersFrasers Hospitality Trust0.50.65Buy
05/12/20DBS VickersFrasers Hospitality Trust0.4750.65BuyPB0.9x
07/17/20UOB Kay HianFrasers Hospitality Trust0.470.58BuyDDM
08/11/20Kim EngFrasers Hospitality Trust0.430.45Hold
08/26/20UOB Kay HianFrasers Hospitality Trust0.440.54Buy
11/03/20UOB Kay HianFrasers Hospitality Trust0.40.55BuyDDM
11/26/20DBS VickersFrasers Hospitality Trust0.4750.7BuyDCF

Frasers Centrepoint Trust - Stock calls

DateAnalystCompanyLastTargetCallValuation
01/23/20Kim EngFrasers Centrepoint Trust2.82.85HoldDDM
01/23/20Lim & TanFrasers Centrepoint Trust2.80Hold
01/23/20UOB Kay HianFrasers Centrepoint Trust2.83.05Buy
01/24/20DBS VickersFrasers Centrepoint Trust2.862.95Buy
01/29/20PhillipFrasers Centrepoint Trust2.863.11AccumulateDDM
02/03/20OCBCFrasers Centrepoint Trust2.882.93Hold
02/04/20DBS VickersFrasers Centrepoint Trust2.842.95Buy
03/09/20DBS VickersFrasers Centrepoint Trust2.973.35Buy
03/13/20PhillipFrasers Centrepoint Trust2.733.11Accumulate
03/16/20OCBCFrasers Centrepoint Trust2.563.07Buy
03/31/20CIMBFrasers Centrepoint Trust2.183.1Add
04/02/20DBS VickersFrasers Centrepoint Trust2.12.05Hold
04/14/20OCBCFrasers Centrepoint Trust1.932.23Buy
04/23/20DMG & PartnersFrasers Centrepoint Trust2.12.55Neutral
04/24/20UOB Kay HianFrasers Centrepoint Trust2.062HoldBuy @ $1.82
04/27/20PhillipFrasers Centrepoint Trust1.982.24Accumulate
04/27/20DMG & PartnersFrasers Centrepoint Trust1.982.07NeutralDDM
04/27/20Kim EngFrasers Centrepoint Trust1.982.3BuyDDM
05/11/20AmfrasersFrasers Centrepoint Trust2.082.39outperform
05/11/20OCBCFrasers Centrepoint Trust2.082.22Hold
05/11/20Citi ResearchFrasers Centrepoint Trust2.082.23Hold
05/27/20UOB Kay HianFrasers Centrepoint Trust2.252.85Buy
06/01/20DBS VickersFrasers Centrepoint Trust2.432.65BuyPB1.2x
06/08/20UOB Kay HianFrasers Centrepoint Trust2.582.85Buy
06/23/20DMG & PartnersFrasers Centrepoint Trust2.392.07Neutral
07/01/20CIMBFrasers Centrepoint Trust2.312.49AddDDM
07/02/20DBS VickersFrasers Centrepoint Trust2.322.95BuySum of parts, PB1.45x
07/02/20UOB Kay HianFrasers Centrepoint Trust2.322.85Buy
07/03/20DBS VickersFrasers Centrepoint Trust2.342.95BuyPB1.45x FY21
07/03/20Citi ResearchFrasers Centrepoint Trust2.342.29Hold
07/27/20PhillipFrasers Centrepoint Trust2.392.69AccumulateDDM
07/27/20UOB Kay HianFrasers Centrepoint Trust2.392.9BuyDDM
07/27/20DMG & PartnersFrasers Centrepoint Trust2.392.16NeutralDDM
07/27/20CIMBFrasers Centrepoint Trust2.392.78Add
07/27/20Kim EngFrasers Centrepoint Trust2.392.45Hold
08/04/20OCBCFrasers Centrepoint Trust2.362.44Hold
08/07/20DBS VickersFrasers Centrepoint Trust2.392.95BuyPB1.45x FY21
08/21/20CIMBFrasers Centrepoint Trust2.372.78AddDDM
09/02/20DBS VickersFrasers Centrepoint Trust2.552.95BuyPB1.45x FY21
09/02/20UOB Kay HianFrasers Centrepoint Trust2.552.9Buy
09/04/20CIMBFrasers Centrepoint Trust2.542.83AddDDM
09/04/20Lim & TanFrasers Centrepoint Trust2.540Hold
09/07/20PhillipFrasers Centrepoint Trust2.642.79AccumulateDDM
09/07/20UOB Kay HianFrasers Centrepoint Trust2.643.1BuyDDM
09/07/20Kim EngFrasers Centrepoint Trust2.642.54Hold
09/14/20PhillipFrasers Centrepoint Trust2.672.61Accumulate
09/14/20Kim EngFrasers Centrepoint Trust2.672.78Buy
09/30/20CIMBFrasers Centrepoint Trust2.372.83AddDDM
10/05/20PhillipFrasers Centrepoint Trust2.412.79Accumulate
11/03/20DBS VickersFrasers Centrepoint Trust2.082.94Buy
11/03/20Lim & TanFrasers Centrepoint Trust2.080Hold
11/04/20UOB Kay HianFrasers Centrepoint Trust2.113.15BuyDDM
11/04/20DBS VickersFrasers Centrepoint Trust2.113Buy
11/04/20CIMBFrasers Centrepoint Trust2.112.89Add
11/04/20Kim EngFrasers Centrepoint Trust2.112.9Buy
11/09/20PhillipFrasers Centrepoint Trust2.262.79BuyDDM
11/12/20OCBCFrasers Centrepoint Trust2.332.75Buy
12/03/20Lim & TanFrasers Centrepoint Trust2.320Accumulate
12/09/20UOB Kay HianFrasers Centrepoint Trust2.423.15Buy
12/18/20DMG & PartnersFrasers Centrepoint Trust2.52.4Neutral
01/05/21PhillipFrasers Centrepoint Trust2.482.79Buy

Stock calls for 7 January 2021

DateAnalystCompanyLastTargetCallValuation
01/07/21DBS VickersARA Hospitality0.4850.69BuyDCF
01/07/21CIMBGKE0.1380.18AddSum of parts
01/07/21Lim & TanIfast Corp3.310Hold
01/07/21CIMBISDN0.430.72Add
01/07/21CIMBSPH1.131.1Hold
01/07/21UOB Kay HianSunpower0.7751.1Buy
01/07/21DMG & PartnersWilmar4.956Buy

The Washington riot is not a precursor to a civil war in the US. - Part 2

https://sg.news.yahoo.com/congress-certify-biden-win-democrats-152255261.html

This is not a surprise to us because we've been expecting Trump to up his ante as stated below.

http://sg-stock.blogspot.com/2020/12/the-washington-riot-is-not-precursor-to.html

We just need to sit back and watch how Biden will handle this.  Will Biden reach an agreement with Trump or let Trump continue his petulant actions until the handover so that Biden can teach him a lesson later.  Let's see.