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Friday, December 2, 2022

Yangzijiang - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

06/07/21

UOB Kay Hian

Yangzijiang

1.47

1.76

Buy


06/15/21

DBS Vickers

Yangzijiang

1.4

1.8

Buy


06/25/21

CIMB

Yangzijiang

1.39

1.63

Add

PB1x

07/01/21

UOB Kay Hian

Yangzijiang

1.41

1.9

Buy

PER9.3x, PB1x FY22

07/22/21

Citi Research

Yangzijiang

1.36

1.8

Buy


07/22/21

Lim & Tan

Yangzijiang

1.36

1.64

Accumulate


08/02/21

CIMB

Yangzijiang

1.37

1.91

Add

Sum of parts

08/02/21

DBS Vickers

Yangzijiang

1.37

1.8

Buy

Sum of parts, PER10x FY21

08/10/21

UOB Kay Hian

Yangzijiang

1.5

2

Buy


08/12/21

DBS Vickers

Yangzijiang

1.49

1.95

Buy

Sum of parts

08/12/21

OCBC

Yangzijiang

1.49

1.63

Hold


09/03/21

DBS Vickers

Yangzijiang

1.66

1.95

Buy


09/06/21

CIMB

Yangzijiang

1.62

1.91

Add

Sum of parts

09/20/21

UOB Kay Hian

Yangzijiang

1.48

2

Buy

PER

10/01/21

DBS Vickers

Yangzijiang

1.38

1.95

Buy


11/02/21

CIMB

Yangzijiang

1.4

1.91

Add

Sum of parts

11/02/21

DBS Vickers

Yangzijiang

1.4

1.95

Buy


11/30/21

UOB Kay Hian

Yangzijiang

1.3

2

Buy


12/02/21

Citi Research

Yangzijiang

1.29

1.8

Buy

Sum of parts

12/08/21

DBS Vickers

Yangzijiang

1.32

1.95

Buy


12/10/21

CIMB

Yangzijiang

1.31

1.91

Add


01/26/22

Citi Research

Yangzijiang

1.26

1.98

Buy


01/26/22

DBS Vickers

Yangzijiang

1.26

1.95

Buy


01/26/22

UOB Kay Hian

Yangzijiang

1.26

2

Buy


02/28/22

DBS Vickers

Yangzijiang

1.4

1.95

Buy


03/01/22

DBS Vickers

Yangzijiang

1.38

2.15

Buy

Sum of parts

03/01/22

UOB Kay Hian

Yangzijiang

1.38

1.95

Buy

PER9.3x FY22

03/28/22

Citi Research

Yangzijiang

1.46

1.98

Buy


03/28/22

Lim & Tan

Yangzijiang

1.46

1.73

Buy


04/01/22

DBS Vickers

Yangzijiang

1.53

2.15

Buy

Sum of parts

04/04/22

Lim & Tan

Yangzijiang

1.54

1.75

Buy


04/05/22

CIMB

Yangzijiang

1.56

2.41

Add

Sum of parts

04/06/22

UOB Kay Hian

Yangzijiang

1.58

1.95

Buy

PER9.3x FY22

04/22/22

OCBC

Yangzijiang

1.54

0.95

Buy

Ex-Entitlement

05/20/22

CIMB

Yangzijiang

0.89

1.63

Add


06/29/22

UOB Kay Hian

Yangzijiang

0.945

1.16

Buy

Sum of parts

07/07/22

CIMB

Yangzijiang

0.93

1.63

Add


08/05/22

DBS Vickers

Yangzijiang

0.92

1.38

Buy

PB1.5x, PER12x FY22

08/08/22

Lim & Tan

Yangzijiang

0.925

1.3

Accumulate


08/10/22

UOB Kay Hian

Yangzijiang

0.935

1.16

Buy

Sum of parts

08/10/22

DBS Vickers

Yangzijiang

0.935

1.4

Buy


09/09/22

DBS Vickers

Yangzijiang

0.9

1.4

Buy


09/09/22

CIMB

Yangzijiang

0.9

1.63

Add


10/06/22

UOB Kay Hian

Yangzijiang

1.04

1.44

Buy

PER9x FY22/23

10/07/22

Lim & Tan

Yangzijiang

1.1

0

Buy


10/27/22

CIMB

Yangzijiang

1.22

1.63

Add


11/14/22

UOB Kay Hian

Yangzijiang

1.38

1.44

Buy


11/14/22

DBS Vickers

Yangzijiang

1.38

1.4

Buy


11/15/22

UOB Kay Hian

Yangzijiang

1.39

1.55

Hold

PER9x FY23

11/15/22

DBS Vickers

Yangzijiang

1.39

1.7

Buy

PB1.7x FY23, PER11x FY23

12/02/22

CIMB

Yangzijiang

1.4

1.63

Add


Wing Tai - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

08/27/21

Lim & Tan

Wing Tai

1.83

2

Accumulate


06/27/22

DBS Vickers

Wing Tai

1.76

2.05

Buy

RNAV (50% disc)

08/26/22

Lim & Tan

Wing Tai

1.61

2.05

Accumulate


08/29/22

DBS Vickers

Wing Tai

1.68

2.05

Buy


09/12/22

DBS Vickers

Wing Tai

1.66

2.05

Buy


11/01/22

DBS Vickers

Wing Tai

1.52

2.05

Buy


11/11/22

Lim & Tan

Wing Tai

1.47

1.95

Accumulate


Stock calls for 2 December 2022

Date

Analyst

Company

Last

Target

Call

Valuation

12/02/22

UOB Kay Hian

BRC Asia

1.82

2.42

Buy

PER7x FY23

12/02/22

DBS Vickers

BRC Asia

1.82

2.22

Buy

PER8.2x FY23

12/02/22

CIMB

BRC Asia

1.82

2.5

Add


12/02/22

DMG & Partners

City Developments

8.31

9.75

Buy

RNAV (45% disc)

12/02/22

Lim & Tan

Civmec

0.585

0

Buy


12/02/22

Lim & Tan

Ireit

0.53

0.69

Accumulate

DDM

12/02/22

CIMB

Yangzijiang

1.4

1.63

Add


The latest study showed that omicron's pathogenicity was more lethal for elderly and infants.


The so-called "mildness" of omicron had been debunked by the latest study.  The vulnerable groups (infants and elderly) had depicted the true severity of omicron because they're the least to be affected by exogenous factors (vaccines & covid drugs) that would skew the data.   Although the elderly group is usually the first group to be vaccinated, most of them have pre-existing medical conditions that make them vulnerable.  The infant group is the most suitable segment to determine the pathogenicity of covid because they're unvaccinated.

The chart above showed that BA1 was the most lethal variant for infants and elderly and BA2 and BA5 were more lethal than delta for the same groups.