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Friday, February 2, 2024

Audience Analytics - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

03/09/23

Lim & Tan

Audience Analytics

0.31

0.425

Buy

Sum of parts, PER10.6x FY23

Stock calls for 2 February 2024

Date

Analyst

Company

Last

Target

Call

Valuation

02/02/24

Lim & Tan

A-Reit

2.84

3.15

Accumulate


02/02/24

CIMB

A-Reit

2.84

3.06

Add

DDM

02/02/24

DMG & Partners

ESR-Reit

0.33

0.38

Buy


02/02/24

DBS Vickers

Keppel Corp

7.15

9

Buy

Sum of parts

02/02/24

UOB Kay Hian

Keppel Corp

7.15

8.89

Buy

Sum of parts

02/02/24

CIMB

Keppel Corp

7.15

8.98

Add

Sum of parts

02/02/24

DBS Vickers

Lendlease Reit

0.62

0.9

Buy


02/02/24

Lim & Tan

Parkway Life

3.5

4.35

Accumulate


02/02/24

UOB Kay Hian

SGX

9.39

10.13

Hold

PER21x

02/02/24

Kim Eng

SGX

9.39

10.09

Hold

DCF

02/02/24

Citi Research

SGX

9.39

9

Sell


ICJ ruled against Ukraine over Russian invasion.

https://news.un.org/en/story/2024/01/1146107

ICJ also rejected Ukraine's requests for compensations because ICJ didn't recognize Russian special military operation in Ukraine as an invasion.  Therefore, it is illegal for the west (EU and US) to seize Russian overseas assets to compensate Ukraine.

Thursday, February 1, 2024

Asia Enterprise - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

02/10/23

Lim & Tan

Asia Enterprise

0.159

0

Accumulate


Ascendas India Trust - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/18/23

DBS Vickers

Ascendas India Trust

1.17

1.5

Buy


02/07/23

Lim & Tan

Ascendas India Trust

1.19

0

Hold


02/08/23

DBS Vickers

Ascendas India Trust

1.18

1.5

Buy


04/20/23

Citi Research

Ascendas India Trust

1.09

1.25

Buy


05/17/23

DBS Vickers

Ascendas India Trust

1.03

1.45

Buy

DDM

07/31/23

DBS Vickers

Ascendas India Trust

1.16

1.45

Buy

DDM

09/12/23

DBS Vickers

Ascendas India Trust

1.17

1.45

Buy


10/27/23

DBS Vickers

Ascendas India Trust

0.96

1.35

Buy

DDM

11/16/23

DBS Vickers

Ascendas India Trust

1.1

1.35

Buy

DDM

01/25/24

DBS Vickers

Ascendas India Trust

1.09

1.35

Buy

DDM

01/30/24

DBS Vickers

Ascendas India Trust

1.06

1.15

Buy

DDM