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Tuesday, March 22, 2022

Golden Agri - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

02/26/21

CIMB

Golden Agri

0.193

0.2

Hold


03/04/21

CIMB

Golden Agri

0.192

0.199

Hold


03/04/21

DMG & Partners

Golden Agri

0.192

0.25

Trading Buy


03/04/21

OCBC

Golden Agri

0.192

0.21

Hold


05/04/21

DMG & Partners

Golden Agri

0.25

0.3

Trading Buy


05/14/21

CIMB

Golden Agri

0.275

0.25

Reduce

Sum of parts

07/30/21

DMG & Partners

Golden Agri

0.235

0.22

Neutral


08/17/21

CIMB

Golden Agri

0.24

0.25

Hold


08/17/21

DMG & Partners

Golden Agri

0.24

0.24

Neutral


11/10/21

DMG & Partners

Golden Agri

0.27

0.24

Neutral


11/15/21

UOB Kay Hian

Golden Agri

0.27

0.18

Sell


11/15/21

CIMB

Golden Agri

0.27

0.281

Hold


11/15/21

DMG & Partners

Golden Agri

0.27

0.25

Neutral


01/11/22

DMG & Partners

Golden Agri

0.245

0.24

Neutral


02/28/22

DMG & Partners

Golden Agri

0.29

0.26

Neutral


03/03/22

DMG & Partners

Golden Agri

0.305

0.315

Neutral


03/03/22

Lim & Tan

Golden Agri

0.305

0

Accumulate


03/14/22

DMG & Partners

Golden Agri

0.3

0.31

Neutral


GL Ltd - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/14/21

Lim & Tan

GL Ltd

0.56

0

Hold


03/16/21

Lim & Tan

GL Ltd

0.8

1.16

Accept Offer

Offer $0.80

GKE - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/07/21

CIMB

GKE

0.138

0.18

Add

Sum of parts

01/15/21

CIMB

GKE

0.138

0.184

Add

Sum of parts

06/08/21

SAC Capital

GKE

0.134

0.163

Buy


07/08/21

CIMB

GKE

0.145

0.21

Add

PER10.3x CY22

08/05/21

SAC Capital

GKE

0.146

0.171

Buy


08/05/21

CIMB

GKE

0.146

0.21

Add


01/19/22

CIMB

GKE

0.116

0.16

Add

Sum of parts, PER11.7x CY22

01/26/22

SAC Capital

GKE

0.11

0.123

Hold

Sum of parts, PER13.5x FY22

Stock calls for 22 March 2022

Date

Analyst

Company

Last

Target

Call

Valuation

03/22/22

Lim & Tan

Broadway

0.2

0

Accumulate


03/22/22

DBS Vickers

Bumitama

0.74

1

Buy

DCF

03/22/22

Lim & Tan

Capitaland Integrated Commercial Trust

2.23

2.41

Accumulate


03/22/22

DMG & Partners

ESR-Reit

0.42

0.53

Buy

DDM

03/22/22

DBS Vickers

First Resources

2.01

2.5

Buy

DCF

03/22/22

CIMB

Mapletree Commercial

1.9

2.18

Add

DDM

03/22/22

CIMB

SGX

9.8

10.4

Add


Goldman Sachs (GS) concurs with our analysis and projects 2 aggressive 50bp hikes in May and June.

https://finance.yahoo.com/news/1-goldman-sees-fed-hiking-063104499.html

We had stated that the US FED would likely hike rates aggressively in the 1st half of 2022 so that it won't affect the mid-term election in November 2022.  GS has just projected that the US will do two 50bp hikes in May and June 2022.  The GS projections are in sync with our analysis below.

https://sg-stock.blogspot.com/2022/03/what-will-us-fed-do-for-its-march-2022_17.html

Boeing 737-800 crashed in china with 133 feared dead.

This is a video that shows how the Boeing 737 crashes into a mountain in China.  We can see from the video that the plane nosedives vertically into a mountain.

Monday, March 21, 2022

GHY - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/20/21

UOB Kay Hian

GHY

0.785

1.08

Buy

PB18.5x FY21

02/09/21

UOB Kay Hian

GHY

0.715

1.08

Buy


03/04/21

UOB Kay Hian

GHY

0.735

1.18

Buy


04/15/21

DBS Vickers

GHY

0.755

1

Buy

Sum of parts, PER19.4x FY21

06/07/21

UOB Kay Hian

GHY

0.71

1.18

Buy


06/17/21

DBS Vickers

GHY

0.705

1

Buy

Sum of parts

07/02/21

UOB Kay Hian

GHY

0.715

1.18

Buy


08/13/21

DBS Vickers

GHY

0.63

0.87

Buy

Sum of parts

08/17/21

UOB Kay Hian

GHY

0.63

1.05

Buy


03/04/22

DBS Vickers

GHY

0.425

0.45

Hold

Sum of parts

Geo Energy - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

08/30/21

Amfrasers

Geo Energy

0.23

0.42

outperform

DCF