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Tuesday, September 21, 2021

Frasers Logistics - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

10/16/20

OCBC

Frasers Logistics

1.4

1.59

Buy


11/09/20

CIMB

Frasers Logistics

1.33

1.5

Add

DDM

11/09/20

DBS Vickers

Frasers Logistics

1.33

1.85

Buy

DCF

11/17/20

OCBC

Frasers Logistics

1.28

1.59

Buy


02/05/21

CIMB

Frasers Logistics

1.22

1.57

Add

DDM

02/11/21

OCBC

Frasers Logistics

1.41

1.62

Buy


02/23/21

DBS Vickers

Frasers Logistics

1.41

1.85

Buy


03/09/21

CIMB

Frasers Logistics

1.37

1.57

Add


03/17/21

OCBC

Frasers Logistics

1.4

1.62

Buy


04/12/21

CIMB

Frasers Logistics

1.47

1.57

Add

DDM

04/21/21

DBS Vickers

Frasers Logistics

1.47

1.85

Buy

DCF

05/07/21

DBS Vickers

Frasers Logistics

1.47

1.85

Buy

DCF

05/11/21

CIMB

Frasers Logistics

1.48

1.57

Add


05/24/21

Lim & Tan

Frasers Logistics

1.44

1.65

Accumulate


06/23/21

UOB Kay Hian

Frasers Logistics

1.38

1.79

Buy

DDM

06/23/21

DBS Vickers

Frasers Logistics

1.38

1.85

Buy


07/02/21

UOB Kay Hian

Frasers Logistics

1.43

1.79

Buy


08/05/21

DBS Vickers

Frasers Logistics

1.52

1.85

Buy

DCF

08/10/21

UOB Kay Hian

Frasers Logistics

1.52

1.79

Buy

DDM

08/11/21

CIMB

Frasers Logistics

1.53

1.62

Add


08/11/21

OCBC

Frasers Logistics

1.53

1.6

Buy


09/20/21

UOB Kay Hian

Frasers Logistics

1.49

1.79

Buy


Frasers Hospitality Trust - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

11/03/20

UOB Kay Hian

Frasers Hospitality Trust

0.4

0.55

Buy

DDM

11/26/20

DBS Vickers

Frasers Hospitality Trust

0.475

0.7

Buy

DCF

04/13/21

DBS Vickers

Frasers Hospitality Trust

0.555

0.85

Buy


05/04/21

DBS Vickers

Frasers Hospitality Trust

0.54

0.65

Buy

DCF

Stock calls for 20 September 2021

Date

Analyst

Company

Last

Target

Call

Valuation

09/20/21

UOB Kay Hian

A-Reit

3.12

3.83

Buy


09/20/21

UOB Kay Hian

ARA Logistics

0.935

1.02

Buy


09/20/21

DMG & Partners

Centurion

0.335

0.36

Neutral

Cut from $0.41

09/20/21

phillip

City Developments

7.25

9.19

Buy

RNAV (35% discount)

09/20/21

UOB Kay Hian

Frasers Centrepoint Trust

2.28

3.06

Buy


09/20/21

UOB Kay Hian

Frasers Logistics

1.49

1.79

Buy


09/20/21

UOB Kay Hian

Lendlease Reit

0.87

1.01

Buy


09/20/21

UOB Kay Hian

Mapletree Industrial

2.92

3.63

Buy


09/20/21

Lim & Tan

Roxy Pacific

0.405

0.485

Accept offer

offer price $0.485

09/20/21

UOB Kay Hian

Yangzijiang

1.48

2

Buy

PER

Saturday, September 18, 2021

Baltic dry index - 4275


 Related stock: Sembcorp Marine, Cosco & Pan ocean.

US rig count (weekly) - 512


 Related stock: Sembcorp Marine & Cosco.

Singapore Nodx expanded 2.7% y-o-y in August 2021.

https://www.theedgesingapore.com/news/singapore-economy/nodx-expands-27-august-low-base-effect-tapers

Year on year changes (YOY):

August 2021: 2.7%

July 2021: 12.7%

June 2021: 15.9%

May 2021: 8.8%

April 2021: 6%

March 2021: 12.1%

February 2021: 4.2%

January 2021: 12.8%

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%