Date | Analyst | Company | Last | Target | Call | Valuation |
02/23/23 | CIMB | Aztech | 0.845 | 0.91 | Add | PER7.5x FY23 |
02/23/23 | DBS Vickers | Capitaland Investment | 3.85 | 4.3 | Buy | |
02/23/23 | DBS Vickers | City Developments | 7.95 | 10.5 | Buy | |
02/23/23 | DMG & Partners | Comfortdelgro | 1.16 | 1.6 | Buy | DCF |
02/23/23 | DBS Vickers | Frasers Logistics | 1.24 | 1.55 | Buy | |
02/23/23 | DBS Vickers | IHH Healthcare | 1.83 | 2.55 | Buy | Ringgit $7.90 target price |
02/23/23 | UOB Kay Hian | Nanofilm | 1.41 | 1.28 | Hold | PER18x FY23 |
02/23/23 | Lim & Tan | Overseas Edu | 0.26 | 0 | Hold | |
02/23/23 | UOB Kay Hian | Parkway Life | 4 | 4.49 | Buy | DDM |
02/23/23 | CIMB | SATS | 2.72 | 3.1 | Add | DCF |
02/23/23 | UOB Kay Hian | SIA | 5.77 | 5.35 | Sell | PB1.06x FY24 |
02/23/23 | Citi Research | SIA | 5.77 | 5.16 | Sell | |
02/23/23 | CIMB | SIA | 5.77 | 6.14 | Hold | |
02/23/23 | OCBC | SIA | 5.77 | 6.47 | Buy | |
02/23/23 | CIMB | UOB | 30.99 | 34.8 | Add | GGM |
02/23/23 | Lim & Tan | UOB | 30.99 | 34 | Accumulate on weakness | |
02/23/23 | DBS Vickers | Yangzijiang | 1.35 | 1.7 | Buy |
Friday, February 24, 2023
Stock calls for 23 February 2023
Thursday, February 23, 2023
What's the impacts of the projected increase of china credit impulse in 2023?
China credit impulse vs PMI:
China credit impulse is projected to increase in 2023 and it has a tremendous impact on its PMI. Furthermore, the increase in china credit impulse will also weaken the USD in 2023.We've explained the relationship between China credit impulse and USD before and we won't reiterate it anymore. Please click on the link below.
https://sg-stock.blogspot.com/2021/06/why-is-there-discrepancy-in.html
Is complacency rearing its head in the stock market?
The chart below shows that recession fear is receding fast. How valid it is?
Let's take a look at the yardstick first (10y-2y).The chart above is showing that a recession (shaded) always happens after a yield curve inversion except for 2020 (caused by covid pandemic). Thus, it is highly likely that we will be facing an impending recession as shown by the chart.It looks like complacency has set in because recession fear is receding fast.
Thai Beverage - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/12/22 | Kim Eng | Thai Beverage | 0.66 | 0.99 | Buy | |
02/04/22 | UOB Kay Hian | Thai Beverage | 0.655 | 0.85 | Buy | Sum of parts |
02/15/22 | CIMB | Thai Beverage | 0.66 | 0.91 | Add | Sum of parts |
02/15/22 | DBS Vickers | Thai Beverage | 0.66 | 0.92 | Buy | |
02/15/22 | UOB Kay Hian | Thai Beverage | 0.66 | 0.9 | Buy | Sum of parts |
02/21/22 | Phillip | Thai Beverage | 0.71 | 0.765 | Buy | PER18x FY22 |
04/01/22 | UOB Kay Hian | Thai Beverage | 0.715 | 0.9 | Buy | Sum of parts |
05/05/22 | DBS Vickers | Thai Beverage | 0.675 | 0.92 | Buy | |
05/17/22 | Phillip | Thai Beverage | 0.68 | 0.8 | Accumulate | PER18x FY22 |
05/17/22 | Lim & Tan | Thai Beverage | 0.68 | 0.9 | Buy | |
05/17/22 | CIMB | Thai Beverage | 0.68 | 0.91 | Add | |
05/17/22 | DMG & Partners | Thai Beverage | 0.68 | 0.97 | Buy | Sum of parts |
05/20/22 | OCBC | Thai Beverage | 0.705 | 0.88 | Buy | |
06/01/22 | DMG & Partners | Thai Beverage | 0.695 | 0.97 | Buy | |
06/02/22 | UOB Kay Hian | Thai Beverage | 0.695 | 1.05 | Buy | Sum of parts |
06/16/22 | UOB Kay Hian | Thai Beverage | 0.64 | 0.94 | Buy | Sum of parts |
07/28/22 | OCBC | Thai Beverage | 1.59 | 1.5 | Hold | |
08/12/22 | CIMB | Thai Beverage | 0.68 | 0.88 | Add | Sum of parts |
08/15/22 | Phillip | Thai Beverage | 0.655 | 0.8 | Buy | PER18x FY22 |
08/26/22 | UOB Kay Hian | Thai Beverage | 0.65 | 0.89 | Buy | Sum of parts |
08/29/22 | OCBC | Thai Beverage | 0.645 | 0.88 | Buy | |
09/27/22 | UOB Kay Hian | Thai Beverage | 0.62 | 0.87 | Buy | Sum of parts |
10/21/22 | CIMB | Thai Beverage | 0.57 | 0.88 | Add | |
11/18/22 | DBS Vickers | Thai Beverage | 0.615 | 0.84 | Buy | Sum of parts |
11/25/22 | UOB Kay Hian | Thai Beverage | 0.615 | 0.87 | Buy | Sum of parts |
11/28/22 | UOB Kay Hian | Thai Beverage | 0.61 | 0.73 | Buy | Sum of parts |
11/28/22 | DBS Vickers | Thai Beverage | 0.61 | 0.87 | Buy | Sum of parts |
11/28/22 | DMG & Partners | Thai Beverage | 0.61 | 0.91 | Buy | Sum of parts |
11/28/22 | CIMB | Thai Beverage | 0.61 | 0.88 | Add | |
11/28/22 | Lim & Tan | Thai Beverage | 0.61 | 0.84 | Accumulate | |
12/05/22 | Phillip | Thai Beverage | 0.64 | 0.8 | Buy | PER18x F23 |
12/20/22 | DMG & Partners | Thai Beverage | 0.675 | 0.91 | Buy | |
01/05/23 | DMG & Partners | Thai Beverage | 0.675 | 0.91 | Buy | |
01/18/23 | UOB Kay Hian | Thai Beverage | 0.705 | 0.85 | Buy | Sum of parts |
02/10/23 | CIMB | Thai Beverage | 0.7 | 0.88 | Add | Sum of parts |
02/13/23 | UOB Kay Hian | Thai Beverage | 0.7 | 0.8 | Buy | Sum of parts |
02/13/23 | Phillip | Thai Beverage | 0.7 | 0.8 | Accumulate | PER18x F23 |
02/13/23 | DBS Vickers | Thai Beverage | 0.7 | 0.87 | Buy | PER14.5x FY23 |
02/14/23 | DMG & Partners | Thai Beverage | 0.675 | 0.91 | Buy | Sum of parts |