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Tuesday, March 30, 2021

Frasers Centrepoint Trust - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

05/11/20

Amfrasers

Frasers Centrepoint Trust

2.08

2.39

outperform


05/11/20

OCBC

Frasers Centrepoint Trust

2.08

2.22

Hold


05/11/20

Citi Research

Frasers Centrepoint Trust

2.08

2.23

Hold


05/27/20

UOB Kay Hian

Frasers Centrepoint Trust

2.25

2.85

Buy


05/27/20

JP Morgan

Frasers Centrepoint Trust

2.25

2.5

Overweight


06/01/20

DBS Vickers

Frasers Centrepoint Trust

2.43

2.65

Buy

PB1.2x

06/08/20

UOB Kay Hian

Frasers Centrepoint Trust

2.58

2.85

Buy


06/23/20

DMG & Partners

Frasers Centrepoint Trust

2.39

2.07

Neutral


06/23/20

JP Morgan

Frasers Centrepoint Trust

2.39

2.7

Overweight


07/01/20

CIMB

Frasers Centrepoint Trust

2.31

2.49

Add

DDM

07/02/20

DBS Vickers

Frasers Centrepoint Trust

2.32

2.95

Buy

Sum of parts, PB1.45x

07/02/20

UOB Kay Hian

Frasers Centrepoint Trust

2.32

2.85

Buy


07/03/20

DBS Vickers

Frasers Centrepoint Trust

2.34

2.95

Buy

PB1.45x FY21

07/03/20

Citi Research

Frasers Centrepoint Trust

2.34

2.29

Hold


07/27/20

Phillip

Frasers Centrepoint Trust

2.39

2.69

Accumulate

DDM

07/27/20

UOB Kay Hian

Frasers Centrepoint Trust

2.39

2.9

Buy

DDM

07/27/20

DMG & Partners

Frasers Centrepoint Trust

2.39

2.16

Neutral

DDM

07/27/20

CIMB

Frasers Centrepoint Trust

2.39

2.78

Add


07/27/20

Kim Eng

Frasers Centrepoint Trust

2.39

2.45

Hold


08/04/20

OCBC

Frasers Centrepoint Trust

2.36

2.44

Hold


08/07/20

DBS Vickers

Frasers Centrepoint Trust

2.39

2.95

Buy

PB1.45x FY21

08/21/20

CIMB

Frasers Centrepoint Trust

2.37

2.78

Add

DDM

09/02/20

DBS Vickers

Frasers Centrepoint Trust

2.55

2.95

Buy

PB1.45x FY21

09/02/20

UOB Kay Hian

Frasers Centrepoint Trust

2.55

2.9

Buy


09/04/20

CIMB

Frasers Centrepoint Trust

2.54

2.83

Add

DDM

09/04/20

Lim & Tan

Frasers Centrepoint Trust

2.54

0

Hold


09/07/20

Phillip

Frasers Centrepoint Trust

2.64

2.79

Accumulate

DDM

09/07/20

UOB Kay Hian

Frasers Centrepoint Trust

2.64

3.1

Buy

DDM

09/07/20

Kim Eng

Frasers Centrepoint Trust

2.64

2.54

Hold


09/07/20

JP Morgan

Frasers Centrepoint Trust

2.64

2.9

Overweight


09/14/20

Phillip

Frasers Centrepoint Trust

2.67

2.61

Accumulate


09/14/20

Kim Eng

Frasers Centrepoint Trust

2.67

2.78

Buy


09/30/20

CIMB

Frasers Centrepoint Trust

2.37

2.83

Add

DDM

09/30/20

JP Morgan

Frasers Centrepoint Trust

2.37

2.85

Overweight


10/05/20

Phillip

Frasers Centrepoint Trust

2.41

2.79

Accumulate


11/03/20

DBS Vickers

Frasers Centrepoint Trust

2.08

2.94

Buy


11/03/20

Lim & Tan

Frasers Centrepoint Trust

2.08

0

Hold


11/04/20

UOB Kay Hian

Frasers Centrepoint Trust

2.11

3.15

Buy

DDM

11/04/20

DBS Vickers

Frasers Centrepoint Trust

2.11

3

Buy


11/04/20

CIMB

Frasers Centrepoint Trust

2.11

2.89

Add


11/04/20

Kim Eng

Frasers Centrepoint Trust

2.11

2.9

Buy


11/09/20

Phillip

Frasers Centrepoint Trust

2.26

2.79

Buy

DDM

11/12/20

OCBC

Frasers Centrepoint Trust

2.33

2.75

Buy


12/03/20

Lim & Tan

Frasers Centrepoint Trust

2.32

0

Accumulate


12/09/20

UOB Kay Hian

Frasers Centrepoint Trust

2.42

3.15

Buy


12/18/20

DMG & Partners

Frasers Centrepoint Trust

2.5

2.4

Neutral


01/05/21

Phillip

Frasers Centrepoint Trust

2.48

2.79

Buy


01/11/21

UOB Kay Hian

Frasers Centrepoint Trust

2.57

3.15

Buy

DDM

01/18/21

Credit Suisse

Frasers Centrepoint Trust

2.6

2.97

outperform


01/25/21

Phillip

Frasers Centrepoint Trust

2.59

2.93

Buy

DDM

01/25/21

Kim Eng

Frasers Centrepoint Trust

2.59

2.9

Buy

DDM

01/25/21

UOB Kay Hian

Frasers Centrepoint Trust

2.59

3.18

Buy


01/25/21

OCBC

Frasers Centrepoint Trust

2.59

2.95

Buy


01/26/21

CIMB

Frasers Centrepoint Trust

2.61

3.01

Add


02/02/21

DBS Vickers

Frasers Centrepoint Trust

2.58

3

Buy


02/22/21

Phillip

Frasers Centrepoint Trust

2.52

2.93

Buy


03/04/21

CIMB

Frasers Centrepoint Trust

2.48

3.01

Add


03/08/21

JP Morgan

Frasers Centrepoint Trust

2.48

2.55

Neutral


03/22/21

Lim & Tan

Frasers Centrepoint Trust

2.56

0

Hold


03/22/21

CIMB

Frasers Centrepoint Trust

2.56

3.18

Add


Fortress Minerals - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

12/14/20

Phillip

Fortress Minerals

0.205

0.275

Buy

PER11x FY21

01/18/21

Phillip

Fortress Minerals

0.31

0.47

Buy

PER11x FY21

Stock calls for 30 March 2021

Date

Analyst

Company

Last

Target

Call

Valuation

03/30/21

Macquarie

Comfortdelgro

1.74

1.8

Outperform


03/30/21

DMG & Partners

Fu Yu

0.305

0.33

Buy


03/30/21

Kim Eng

Q&M

0.605

0.87

Buy


03/30/21

OCBC

Shangri-La HKD

8

9.74

Buy

Up from $7.02

03/30/21

UOB Kay Hian

SPH

1.5

1.74

Buy


Is Quad Alliance serious in helping South East Asia (SEA)? No! - Part 2

https://www.channelnewsasia.com/news/asia/covid-19-asian-countries-scramble-vaccine-india-export-curbs-14523688

See, we told you so, didn't we?


Don't be deceived by pseudo goodwill from the Quad Alliance!

The West is trying to use falsehoods to smear and bargain with China. - Part 2

https://tendenzblick.net/french-journalists-real-experience-truth-about-uyghur-lives-in-xinjiang/

If you want to know the true situation in Xinjiang, read a french journalist's book "The End of Uyghur Fake News".  He had visited Xinjiang twice before writing his book.


We had also used our analyses to debunk Xinjiang's falsehoods.

Russia has thrown its weight behind Myanmar Junta.

Russia had sent its deputy defence minister to Myanmar to seek closer military ties and Russia would sell more military weapons to Myanmar to maintain control and power.


The Myanmarese didn't protest against Thailand when Myanmar Junta sought military coup advice from the Thailand PM.  They also didn't protest against Russia when Russia threw its weight behind the Junta.  They only singled out China for supporting the Junta.  Why?


The only logical explanation was that they were being paid by the US to do the protest.  I couldn't think of any other reason to explain this bizarre behaviour of not protesting against other countries that supported the Junta.

Russia is sending a subtle message to the world not to get involved in Myanmar or else Myanmar will become like Syria whereby Russia is directly involved.