Date | Analyst | Company | Last | Target | Call | Valuation |
01/05/21 | CIMB | ISDN | 0.425 | 0.65 | Add | |
01/07/21 | CIMB | ISDN | 0.43 | 0.72 | Add | PER12x FY22 |
02/08/21 | CIMB | ISDN | 0.715 | 0.72 | Hold | |
03/03/21 | CIMB | ISDN | 0.61 | 0.72 | Add | PER12x FY22 |
04/29/21 | CIMB | ISDN | 0.705 | 0.844 | Add | PER12.5x FY22 |
06/28/21 | CIMB | ISDN | 0.685 | 0.844 | Add | PER12.5x FY22 |
07/05/21 | Amfrasers | ISDN | 0.73 | 0.85 | Outperform | PER14x |
07/29/21 | CIMB | ISDN | 0.71 | 0.844 | Add | PER12.5x CY22 |
08/17/21 | CIMB | ISDN | 0.7 | 0.85 | Add | |
09/14/21 | CIMB | ISDN | 0.675 | 0.85 | Add | |
11/15/21 | CIMB | ISDN | 0.65 | 1 | Add | |
01/06/22 | CIMB | ISDN | 0.715 | 1 | Add | |
02/28/22 | CIMB | ISDN | 0.65 | 0.96 | Add | |
03/15/22 | CIMB | ISDN | 0.57 | 0.96 | Add |
Thursday, March 31, 2022
ISDN - Stock calls
Stock calls for 31 March 2022
Date | Analyst | Company | Last | Target | Call | Valuation |
03/31/22 | Lim & Tan | Comfortdelgro | 1.49 | 1.77 | Accumulate | |
03/31/22 | CIMB | Japfa | 0.72 | 0.81 | Add | PER13.1x FY22 |
03/31/22 | Lim & Tan | Tianjin Zhongxin | 1.08 | 1.6 | Buy | |
03/31/22 | DMG & Partners | Venture | 17.81 | 22.8 | Buy | PER19x FY22 |
Wednesday, March 30, 2022
The US 2 and 10 years treasury yield spread is narrowing and is on the verge to invert.
The US treasury yield spread (2 & 10 years) is approaching zero and negative territory.
What does this mean?
Historically, whenever there is a yield inversion between 2 and 10 years treasury yield, a recession will happen within 2 years after the yield inversion.
Therefore, the earliest recession year will be in 2023 if this yield inversion happens now.
Ireit - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/18/21 | Phillip | Ireit | 0.66 | 0.68 | Accumulate | |
02/22/21 | Phillip | Ireit | 0.645 | 0.68 | Accumulate | |
03/01/21 | Phillip | Ireit | 0.655 | 0.7 | Accumulate | DDM |
05/06/21 | DBS Vickers | Ireit | 0.64 | 0.76 | Buy | DCF |
05/17/21 | Phillip | Ireit | 0.635 | 0.68 | Accumulate | DDM |
06/18/21 | Amfrasers | Ireit | 0.65 | 0.69 | Outperform | |
08/13/21 | Phillip | Ireit | 0.645 | 0.75 | Buy | DDM |
08/27/21 | DMG & Partners | Ireit | 0.64 | 0.74 | Buy | |
11/29/21 | DBS Vickers | Ireit | 0.635 | 0.76 | Buy | |
02/28/22 | DBS Vickers | Ireit | 0.64 | 0.76 | Buy | |
03/01/22 | DBS Vickers | Ireit | 0.645 | 0.7 | Buy | DCF |
Int’l Cement - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/24/22 | SAC Capital | Int’l Cement | 0.027 | 0.062 | Buy | Cut from $0.089 |
Innotek - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/13/21 | Amfrasers | Innotek | 0.65 | 0.73 | Outperform | EV/Ebita5x, PE13.5x FY21 |
02/09/21 | UOB Kay Hian | Innotek | 0.74 | 0.82 | Buy | PER10x FY21 |
03/04/21 | Lim & Tan | Innotek | 0.695 | 0 | Accumulate on weakness | |
04/19/21 | UOB Kay Hian | Innotek | 0.9 | 1.2 | Buy | PER12x FY22 |
05/21/21 | Amfrasers | Innotek | 0.905 | 1.12 | Outperform | EV/Ebitda5.5x, PER14.3x FY22 |
06/07/21 | UOB Kay Hian | Innotek | 0.955 | 1.2 | Buy | |
07/02/21 | UOB Kay Hian | Innotek | 0.96 | 1.2 | Buy | |
08/04/21 | UOB Kay Hian | Innotek | 0.89 | 1.2 | Buy | |
08/13/21 | Lim & Tan | Innotek | 0.915 | 0 | Accumulate | |
09/08/21 | UOB Kay Hian | Innotek | 0.845 | 1.2 | Buy | PER12x FY22 |
03/18/22 | Lim & Tan | Innotek | 0.63 | 0 | Accumulate |
Stock calls for 30 March 2022
Date | Analyst | Company | Last | Target | Call | Valuation |
03/30/22 | DBS Vickers | Centurion | 0.36 | 0.42 | Buy | DCF |
03/30/22 | Lim & Tan | City Developments | 7.88 | 9.23 | Buy | |
03/30/22 | DBS Vickers | Keppel Infrastructure | 0.56 | 0.6 | Buy | |
03/30/22 | SAC Capital | PanUnited | 0.385 | 0.56 | Buy | EV/Ebitda6.6x FY23 |
03/30/22 | CIMB | PanUnited | 0.385 | 0.53 | Add | PER12.3x |
03/30/22 | DMG & Partners | Prime US Reit | 0.76 | 1.02 | Buy | DDM |
03/30/22 | UOB Kay Hian | Raffles Medical | 1.17 | 1.34 | Hold | |
03/30/22 | UOB Kay Hian | SGX | 9.82 | 9.33 | Hold | PER23.7x FY22 |