Search This Blog

Saturday, April 2, 2022

Japfa - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

03/02/21

CIMB

Japfa

0.935

1.18

Add


03/03/21

UOB Kay Hian

Japfa

0.94

1.17

Buy

Sum of parts, PER8.2x FY20

04/08/21

CIMB

Japfa

0.9

1.18

Add


05/03/21

CIMB

Japfa

0.915

1.22

Add


05/03/21

UOB Kay Hian

Japfa

0.915

1.17

Buy


07/02/21

CIMB

Japfa

0.82

1.22

Add

PER11.5x FY22

08/02/21

CIMB

Japfa

0.765

1.06

Add


08/03/21

UOB Kay Hian

Japfa

0.735

0.77

Hold

Sum of parts

08/25/21

DBS Vickers

Japfa

0.675

1.05

Buy

Sum of parts, PER8x FY21/22

09/09/21

CIMB

Japfa

0.71

1.06

Add

PER10x FY22

10/28/21

DBS Vickers

Japfa

0.695

0.89

Buy

Sum of parts, PER7.5x FY22

11/01/21

UOB Kay Hian

Japfa

0.685

0.6

Hold

Sum of parts, PER7.3x FY22, Buy @ $0.54

11/01/21

CIMB

Japfa

0.685

0.77

Hold


02/22/22

DBS Vickers

Japfa

0.625

0.67

Hold


02/22/22

CIMB

Japfa

0.625

0.65

Hold


03/02/22

DBS Vickers

Japfa

0.6

0.67

Hold

PER7.9x FY22

03/03/22

UOB Kay Hian

Japfa

0.605

0.63

Hold

Sum of parts

03/31/22

CIMB

Japfa

0.72

0.81

Add

PER13.1x FY22

Japan Foods - Stock calls

Date

Analyst

Company

Last

Target

Call

05/31/21

Amfrasers

Japan Foods

0.33

0.46

Neutral

05/31/21

DMG & Partners

Japan Foods

0.395

0.37

Neutral

06/30/21

Amfrasers

Japan Foods

0.405

0.65

Outperform

07/12/21

DMG & Partners

Japan Foods

0.42

0.5

Buy

11/10/21

Amfrasers

Japan Foods

0.41

0.56

Outperform

Stock calls for 1 April 2022

Date

Analyst

Company

Last

Target

Call

Valuation

04/01/22

DMG & Partners

China Aviation Oil

0.915

1

Neutral

Sum of parts

04/01/22

CIMB

DBS

35.83

39.9

Add


04/01/22

CIMB

Keppel Corp

6.42

7.2

Add

Sum of parts

04/01/22

Lim & Tan

Keppel Corp

6.42

6.85

Buy


04/01/22

CIMB

OCBC

12.38

14.21

Add


04/01/22

Lim & Tan

Singtel

2.64

3.16

Accumulate


04/01/22

UOB Kay Hian

Thai Beverage

0.715

0.9

Buy

Sum of parts

04/01/22

CIMB

UOB

32.02

35.4

Add


04/01/22

UOB Kay Hian

Wilmar

4.71

5.5

Buy

Sum of parts

04/01/22

DBS Vickers

Yangzijiang

1.53

2.15

Buy

Sum of parts

Friday, April 1, 2022

Which countries are on the wrong side of history?

Before we embark on this topic, let's find out the total number of UN members first (193 Member States).

Next, let's find out the total number of countries (48 Member States) that sanctioned Russia over the Ukraine invasion.

Therefore, we can conclude that only 25% of UN member states have sanctioned Russia which means that only a minority of UN members support Ukraine.

However, 3 populous countries such as China (1.44B), India (1.38B) and Indonesia (0.27B) are supporting Russia.  In other words, these 3 populous countries represent close to 40% (3.09B/7.9B) of the world population.

China, India, and Indonesia are supporting Russia by buying Russian oil and the oil transactions are boosting the Russian coffer.

India had imported at least 13m barrels of oil in late February from Russia.

https://sg.news.yahoo.com/us-says-no-red-line-125814636.html

Indonesia is also mulling purchases of Russian oil too.

We can tell from these countries' actions that more countries and politicians are able to discern the truth behind the Ukraine invasion.

If you still don't know the truth, please read our previous post below.

http://sg-stock.blogspot.com/2022/03/the-hard-truth-russia-is-not-wrong-to.html

Thursday, March 31, 2022

Ix Biopharma - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

02/19/21

Phillip

Ix Biopharma

0.255

0.445

Buy

DCF

04/08/21

Phillip

Ix Biopharma

0.255

0.445

Buy

DCF

06/14/21

Phillip

Ix Biopharma

0.24

0.445

Buy

DCF

10/20/21

Phillip

Ix Biopharma

0.235

0.335

Buy

DCF

11/29/21

Phillip

Ix Biopharma

0.23

0.355

Buy

DCF

Isoteam - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/24/22

DMG & Partners

Isoteam

0.112

0.12

Neutral

DCF