Date | Analyst | Company | Last | Target | Call | Valuation |
03/02/22 | DMG & Partners | Bumitama | 0.76 | 0.9 | Buy | PER8x FY22 |
03/02/22 | Kim Eng | Bumitama | 0.76 | 0.98 | Buy | |
03/02/22 | DBS Vickers | Comfortdelgro | 1.43 | 1.95 | Buy | Sum of parts |
03/02/22 | UOB Kay Hian | CSE Global | 0.485 | 0.44 | Hold | PER13x FY22 |
03/02/22 | DBS Vickers | CSE Global | 0.485 | 0.59 | Buy | PER13.8x FY22 |
03/02/22 | DBS Vickers | Dairy Farm | 2.65 | 3.96 | Hold | Sum of parts |
03/02/22 | Phillip | HRnetGroup | 0.775 | 1.18 | Buy | PER12x FY22 |
03/02/22 | Kim Eng | HRnetGroup | 0.775 | 1.07 | Buy | |
03/02/22 | DMG & Partners | HRnetGroup | 0.775 | 1.01 | Buy | |
03/02/22 | DBS Vickers | Japfa | 0.6 | 0.67 | Hold | |
03/02/22 | CIMB | SBS Transit | 2.92 | 3.4 | Add | |
03/02/22 | UOB Kay Hian | Singapore Post | 0.635 | 0.78 | Buy | Buy @ $0.62, Sum of parts |
03/02/22 | DBS Vickers | ST Engineering | 3.95 | 4.7 | Buy | |
03/02/22 | DMG & Partners | ST Engineering | 3.95 | 4.8 | Buy | |
03/02/22 | Lim & Tan | UMS | 1.23 | 1.77 | Buy |
Wednesday, March 2, 2022
Stock calls for 2 March 2022
Ukraine got busted for creating heroic falsehood!
Falsehood:
Truth: The Ukrainian soldiers didn't resist the Russians. They surrendered! Hahaha!
China PMI had expanded in February 2022 again!
China NBS Manufacturing PMI: 50.2
Tuesday, March 1, 2022
Pfizer vaccine has only 12% efficacy against omicron for children.
CapitaRetail China - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/04/21 | DBS Vickers | CapitaRetail China | 1.39 | 1.7 | Buy | |
02/01/21 | DBS Vickers | CapitaRetail China | 1.38 | 1.55 | Buy | |
02/03/21 | OCBC | CapitaRetail China | 1.37 | 1.58 | Buy | |
04/30/21 | OCBC | CapitaRetail China | 1.39 | 1.55 | Buy | |
07/30/21 | OCBC | CapitaRetail China | 1.38 | 1.56 | Buy | |
10/08/21 | DBS Vickers | CapitaRetail China | 1.24 | 1.6 | Buy | RNAV |
10/13/21 | Lim & Tan | CapitaRetail China | 1.25 | 0 | Accumulate | |
01/31/22 | Lim & Tan | CapitaRetail China | 1.14 | 0 | Accumulate | |
02/03/22 | DBS Vickers | CapitaRetail China | 1.18 | 1.6 | Buy | |
02/04/22 | OCBC | CapitaRetail China | 1.18 | 1.5 | Buy |
Capitaland Investment - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
09/21/21 | Citi Research | Capitaland Investment | 2.95 | 4.65 | Buy | |
09/21/21 | UOB Kay Hian | Capitaland Investment | 2.95 | 3.64 | Buy | Sum of parts |
09/22/21 | Amfrasers | Capitaland Investment | 3.16 | 3.45 | Buy | RNAV (17.5% disc) |
09/23/21 | Goldman Sachs | Capitaland Investment | 3.26 | 3.64 | Buy | |
09/23/21 | Morgan Stanley | Capitaland Investment | 3.26 | 3.75 | Overweight | |
09/23/21 | Macquarie | Capitaland Investment | 3.26 | 3.6 | Outperform | RNAV |
10/01/21 | Goldman Sachs | Capitaland Investment | 3.4 | 3.64 | Buy | |
10/01/21 | HSBC | Capitaland Investment | 3.4 | 3.9 | Buy | PER25x |
10/06/21 | Macquarie | Capitaland Investment | 3.4 | 3.6 | Outperform | RNAV |
10/08/21 | OCBC | Capitaland Investment | 3.4 | 3.83 | Buy | Sum of parts |
10/12/21 | Citi Research | Capitaland Investment | 3.35 | 4.65 | Buy | |
10/18/21 | Phillip | Capitaland Investment | 3.41 | 4 | Accumulate | Sum of parts |
11/08/21 | Phillip | Capitaland Investment | 3.43 | 4 | Accumulate | Sum of parts |
12/17/21 | Macquarie | Capitaland Investment | 3.43 | 4.2 | Outperform | |
12/17/21 | Lim & Tan | Capitaland Investment | 3.43 | 4 | Accumulate | |
12/17/21 | OCBC | Capitaland Investment | 3.43 | 3.83 | Buy | |
12/31/21 | Lim & Tan | Capitaland Investment | 3.4 | 3.95 | Accumulate | |
01/03/22 | DBS Vickers | Capitaland Investment | 3.41 | 4 | Buy | Sum of parts |
01/05/21 | Macquarie | Capitaland Investment | 3.66 | 4.2 | Outperform | RNAV |
02/03/22 | Lim & Tan | Capitaland Investment | 3.45 | 4 | Accumulate | |
02/09/22 | Jefferies | Capitaland Investment | 3.54 | 4 | Buy | |
02/09/22 | Uob Kay Hian | Capitaland Investment | 3.54 | 4.02 | Buy | Sum of parts |
02/11/22 | Kim Eng | Capitaland Investment | 3.74 | 4.3 | Buy | PB1.25x FY22 |
02/25/22 | Lim & Tan | Capitaland Investment | 3.63 | 4.12 | Accumulate | |
02/28/22 | Uob Kay Hian | Capitaland Investment | 3.72 | 4.13 | Buy | Sum of parts |
02/28/22 | DBS Vickers | Capitaland Investment | 3.72 | 4 | Buy | Sum of parts |