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Friday, March 1, 2024

Hongkong Land - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/17/23

DBS Vickers

Hongkong Land

4.9

5.93

Buy

RNAV (50% disc)

03/03/23

Lim & Tan

Hongkong Land

4.63

5.19

Buy on weakness


03/06/23

DBS Vickers

Hongkong Land

4.53

5.33

Buy

RNAV (55% discount)

03/08/23

CIMB

Hongkong Land

4.5

4.4

Hold


04/04/23

Lim & Tan

Hongkong Land

4.4

5.11

Accumulate


05/19/23

Lim & Tan

Hongkong Land

4.38

5.11

Accumulate


06/30/23

DBS Vickers

Hongkong Land

3.97

5.33

Buy

RNAV (55% discount)

07/26/23

CIMB

Hongkong Land

3.6

4

Hold

RNAV (60% disc)

08/01/23

DBS Vickers

Hongkong Land

3.67

4.56

Buy

RNAV (60% disc)

10/19/23

DBS Vickers

Hongkong Land

3.45

4.56

Buy


01/08/24

Morgan Stanley

Hongkong Land

3.44

3.8

Equal-weight

Cut from $5.90

Stock calls for 1 March 2024

Date

Analyst

Company

Last

Target

Call

Valuation

03/01/24

CIMB

Centurion

0.425

0.63

Add

RNAV

03/01/24

Lim & Tan

Centurion

0.425

0

Accumulate


03/01/24

DMG & Partners

City Developments

5.67

8

Buy

RNAV (45% disc)

03/01/24

DBS Vickers

Comfortdelgro

1.35

1.67

Buy


03/01/24

Lim & Tan

Comfortdelgro

1.35

1.57

Accumulate


03/01/24

CIMB

CSE Global

0.425

0.62

Add


03/01/24

Kim Eng

CSE Global

0.425

0.71

Buy


03/01/24

UOB Kay Hian

CSE Global

0.425

0.57

Buy


03/01/24

DBS Vickers

Daiwa House

0.64

0.75

Buy

DCF

03/01/24

UOB Kay Hian

First Resources

1.42

1.65

Buy

PER8x FY24

03/01/24

DMG & Partners

First Resources

1.42

1.4

Neutral

PER10x FY24

03/01/24

Kim Eng

First Resources

1.42

1.45

Hold


03/01/24

DMG & Partners

Frencken

1.6

1.8

Buy

PER16x FY25

03/01/24

DBS Vickers

IHH Healthcare

1.77

2.18

Buy

Ringgit $7.60 target price, Sum of parts

03/01/24

DBS Vickers

Mapletree Logistics

1.48

1.88

Buy


03/01/24

phillip

OCBC

12.98

14.96

Buy

GGM, PB1.29x FY22

03/01/24

Kim Eng

Propnex

0.875

0.94

Hold


03/01/24

UOB Kay Hian

Riverstone

0.675

0.88

Buy

PER17.6x FY24

03/01/24

OCBC

SATS

2.62

3.09

Buy

EV/Ebitda

03/01/24

phillip

Sheng Siong

1.55

1.66

Accumulate

PER18x

03/01/24

UOB Kay Hian

ST Engineering

3.98

4.5

Buy

DCF

03/01/24

Kim Eng

UMS

1.44

1.49

Hold


03/01/24

CIMB

Yangzijiang Financial

0.345

0.45

Add

Sum of parts

03/01/24

UOB Kay Hian

Yangzijiang Shipping

1.75

2.19

Buy

PER9.4x

03/01/24

DBS Vickers

Yanlord

0.47

0.67

Buy

RNAV (74% disc)

US core PCE index.

Let's take a look at US core PCE which is the US Fed's favourite inflation indicator.

US core PCE (y-o-y): 2.8%

US core PCE (m-o-m): 0.4%

It looks like US core PCE is not going to decline much further anymore because its low monthly core PCE is unsustainable.