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Friday, May 27, 2022

APAC Realty - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

08/13/21

CIMB

APAC Realty

0.815

0.94

Add


08/13/21

DBS Vickers

APAC Realty

0.815

1.05

Buy

PER14x FY21

08/16/21

CIMB

APAC Realty

0.89

0.96

Add


08/18/21

DMG & Partners

APAC Realty

0.93

0.88

Neutral

PER13x

10/07/21

DBS Vickers

APAC Realty

0.76

1.05

Buy


11/15/21

DBS Vickers

APAC Realty

0.835

0.88

Hold

PER10x

11/16/21

CIMB

APAC Realty

0.835

0.996

Add


11/17/21

DMG & Partners

APAC Realty

0.81

0.9

Neutral


12/17/21

DMG & Partners

APAC Realty

0.685

0.9

Neutral


02/24/22

CIMB

APAC Realty

0.7

0.93

Add


02/25/22

DBS Vickers

APAC Realty

0.675

0.67

Hold


02/25/22

DMG & Partners

APAC Realty

0.675

0.75

Neutral


04/04/22

DMG & Partners

APAC Realty

0.78

0.75

Neutral

DCF

04/26/22

DBS Vickers

APAC Realty

0.805

0.67

Hold


04/26/22

CIMB

APAC Realty

0.805

0.93

Add


Aoxin Q&M - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

11/19/21

UOB Kay Hian

Aoxin Q&M

0.27

0.37

Buy

PER16x FY22

01/21/22

UOB Kay Hian

Aoxin Q&M

0.245

0.37

Buy

PER16x FY22

Stock calls for 26 May 2022

Date

Analyst

Company

Last

Target

Call

Valuation

05/26/22

UOB Kay Hian

CDL Hospitality

1.27

1.57

Buy

DDM

05/26/22

Lim & Tan

Civmec

0.645

1

Buy


05/26/22

DBS Vickers

Keppel Pacific

0.685

0.86

Buy

DCF

05/26/22

DBS Vickers

Manulife US Reit

0.59

0.7

Buy

DCF

05/26/22

OCBC

Netlink

0.99

1.07

Buy


05/26/22

DBS Vickers

Prime US Reit

0.715

0.88

Buy

DCF

05/26/22

UOB Kay Hian

UMS

1.14

1.45

Buy

PER15.4x FY22

Thursday, May 26, 2022

Analyses of US main street economic indicators. - Part 8

The US economic prognosis is getting worse.  Why?  Let's take a look at the recent economic indicators.

The Richmond Fed manufacturing index (-9) is showing a reduction in US manufacturing activities after the declines in New York and Philadelphia manufacturing indexes.
The US retail sales are having diminishing growth because of the decline in sales volumes and high inflation.  We had already explained this in our previous post below.

http://sg-stock.blogspot.com/2022/04/us-retail-sales-plunged-again.html

The rise in the inventory to sales spread is depicting the decline in sales volume because the consumers reduce their purchases (quantities) due to the high inflation.


Next, we would like to highlight that excessive liquidity is still highly prevalent in the US financial system because the overnight repo market has breached the US$2T mark for the first time.  What does this mean?

This means that the investors can't find any good investment opportunities in a dour economy but to park their monies with the FED to earn the measly 0.8% risk-free interest rate.

Furthermore, many prominent experts are starting to give very negative economic and financial prognoses.

Last but not least, all these factors cause the put/call ratio to surge because the investors turn bearish and increase their hedging.

Amara - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

08/11/21

Lim & Tan

Amara

0.37

0

Accumulate


AIMS AMP Cap Ind Reit - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

06/09/21

DBS Vickers

AIMS AMP Cap Ind Reit

1.43

1.6

Buy

DCF

07/09/21

DMG & Partners

AIMS AMP Cap Ind Reit

1.53

1.7

Buy


08/02/21

DBS Vickers

AIMS AMP Cap Ind Reit

1.58

1.6

Hold

DCF

10/01/21

DBS Vickers

AIMS AMP Cap Ind Reit

1.44

1.6

Buy

DCF, PB1.19x

10/04/21

Kim Eng

AIMS AMP Cap Ind Reit

1.42

1.6

Buy

DDM

10/06/21

DMG & Partners

AIMS AMP Cap Ind Reit

1.41

1.72

Buy


10/14/21

Kim Eng

AIMS AMP Cap Ind Reit

1.49

1.65

Buy

DDM

10/14/21

Lim & Tan

AIMS AMP Cap Ind Reit

1.49

0

Accumulate


01/27/22

Lim & Tan

AIMS AMP Cap Ind Reit

1.43

0

Accumulate on weakness


01/28/22

Kim Eng

AIMS AMP Cap Ind Reit

1.4

1.65

Buy

DDM

04/28/22

DBS Vickers

AIMS AMP Cap Ind Reit

1.42

1.55

Buy

DCF

04/28/22

DMG & Partners

AIMS AMP Cap Ind Reit

1.42

1.66

Buy

DDM

04/29/22

Kim Eng

AIMS AMP Cap Ind Reit

1.43

1.7

Buy

DDM