Date | Analyst | Company | Last | Target | Call | Valuation |
01/18/21 | Phillip | A-Reit | 3.04 | 3.61 | Buy | |
01/18/21 | Lim & Tan | ART | 1.13 | 0 | Neutral | |
01/18/21 | Phillip | Capitaland Integrated Commercial Trust | 2.28 | 2.33 | Buy | |
01/18/21 | Credit Suisse | Capitaland Integrated Commercial Trust | 2.28 | 2.6 | Outperform | |
01/18/21 | phillip | Dasin Retail | 0.775 | 0.91 | Accumulate | |
01/18/21 | UOB Kay Hian | Food Empire | 0.75 | 0.95 | Buy | |
01/18/21 | Phillip | Fortress Minerals | 0.31 | 0.47 | Buy | PER11x FY21 |
01/18/21 | Credit Suisse | Frasers Centrepoint Trust | 2.6 | 2.97 | outperform | |
01/18/21 | Phillip | Ireit | 0.66 | 0.68 | Accumulate | |
01/18/21 | CIMB | Jiutian | 0.1 | 0.145 | Add | PER5.7x FY22 |
01/18/21 | Phillip | Keppel DC Reit | 2.85 | 2.91 | Neutral | |
01/18/21 | Credit Suisse | Keppel DC Reit | 2.85 | 3.08 | Outperform | |
01/18/21 | Phillip | Lendlease Reit | 0.82 | 0.78 | Accumulate | |
01/18/21 | Credit Suisse | Mapletree Commercial | 2.19 | 2.26 | Neutral | Up from $2.20 |
01/18/21 | phillip | Prime US Reit | 0.83 | 0.94 | Buy | |
01/18/21 | CIMB | SPH Reit | 0.87 | 1.06 | Add | |
01/18/21 | OCBC | SPH Reit | 0.87 | 0.88 | Hold | |
01/18/21 | UOB Kay Hian | Thai Beverage | 0.775 | 0.85 | Buy | Sum of parts |
Monday, January 18, 2021
Stock calls for 18 January 2021
Singapore Nodx rose 6.8% in Dec 2020.
https://sg.finance.yahoo.com/news/singapores-december-exports-rise-6-003000864.html
Year on year changes (YOY):
December 2020: 6.8%
November 2020: -4.9%
October 2020: -3.1%
September 2020: 5.9%
August 2020: 7.7%
July 2020: 6%
June 2020: 16.1% (Revised to 13.9%)
May 2020: -4.6%
April 2020: 9.7%
March 2020: 17.6%
February 2020: 3% (Revised to 3.1%)
January 2020: - 3.3%
December 2019: 2.4%
November 2019: - 5.9%
October 2019: - 12.3%
September 2019: -8.1%
August 2019: - 8.9%
July 2019: -11.2%
June 2019: -17.3%
May 2019: -15.9%
April 2019: -10%
March 2019: -11.7%
February 2019: 4.9%
January 2019: -10.1%
December 2018: -8.5%
November 2018: -2.6%
October 2018: 8.3%
September 2018: 8.3%
August 2018: 5%
July 2018: 11.8% (Corrected)
June 2018: 1.1%
May 2018: 15.5%
April 2018: 11.8%
March 2018: -2.7%
February 2018: -5.9%
January 2018: 13%
December 2017: 3.1%
November 2017: 9.1%
October 2017: 20.9%
September 2017: -1.1%
August 2017: 16.7%
July 2017: 8.5%
June 2017: 8.2%
May 2017: -1.2%
Apr 2017: -0.7%
Mar 2017: 16.5%
Feb 2017: 21.1%
Jan 2017: 8.6%
Sunday, January 17, 2021
China has just called to suspend mRNA vaccines (Pfizer and moderna) for elderly!
https://www.globaltimes.cn/page/202101/1212915.shtml
This is bad news for Singapore because our government including PM Lee has encouraged Singaporeans to take Pfizer's vaccine.
This is just like a gamble for our elderly. If you are lucky, you will survive but if you're not, you will be dead and you cannot blame our government.
Hot news! 29 elderly Norwegians have died after taking Pfizer vaccination.
The death toll has increased to 29 now.
http://sg-stock.blogspot.com/2021/01/hot-news-23-elderly-died-in-norway.html
Saturday, January 16, 2021
Hot news! 23 elderly died in Norway after getting Pfizer's vaccination.
Omg! 23 elderly died in Norway after getting covid vaccination.
Our government is encouraging our elderly to take Pfizer's vaccination next month because it is safe.
How safe is it now?
Friday, January 15, 2021
Hyphens Pharma - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/04/20 | DMG & Partners | Hyphens Pharma | 0.23 | 0.27 | Buy | DCF |
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 |
Hutchison Port - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/11/20 | DBS Vickers | Hutchison Port | 0.161 | 0.17 | Hold | |
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 |
HRnetGroup - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/28/20 | DBS Vickers | HRnetGroup | 0.58 | 0.63 | Hold | PER10x FY20, Ex-cash |
03/02/20 | DMG & Partners | HRnetGroup | 0.56 | 0.61 | Neutral | PER12x FY20 |
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 |
Stock calls for 15 January 2021
Date | Analyst | Company | Last | Target | Call | Valuation |
01/15/21 | DMG & Partners | First Resources | 1.63 | 1.9 | Buy | |
01/15/21 | CIMB | GKE | 0.138 | 0.184 | Add | Sum of parts |
01/15/21 | Jefferies | Ifast Corp | 4.28 | 4.35 | Buy | |
01/15/21 | OCBC | SIA | 4.35 | 3.7 | Sell | |
01/15/21 | Kim Eng | SPH Reit | 0.86 | 0.8 | Hold | DDM |
