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Tuesday, March 26, 2024

Sasseur - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/03/23

UOB Kay Hian

Sasseur

0.755

1.12

Buy


02/20/23

UOB Kay Hian

Sasseur

0.79

0.96

Buy

DDM

02/20/23

DBS Vickers

Sasseur

0.79

1.05

Buy


05/10/23

DBS Vickers

Sasseur

0.72

1.1

Buy

DCF

05/11/23

CIMB

Sasseur

0.76

1

Add

DDM

05/12/23

UOB Kay Hian

Sasseur

0.745

0.96

Buy

DDM

06/05/23

phillip

Sasseur

0.74

0.9

Buy

DDM

07/10/23

Amfrasers

Sasseur

0.705

0.95

Outperform

DDM

08/17/23

CIMB

Sasseur

0.685

0.95

Add


08/17/23

DBS Vickers

Sasseur

0.685

1.05

Buy


08/18/23

phillip

Sasseur

0.695

0.9

Buy

DDM

08/21/23

Amfrasers

Sasseur

0.69

0.95

Outperform

DDM

09/26/23

DBS Vickers

Sasseur

0.665

1.05

Buy


10/02/23

phillip

Sasseur

0.67

0.9

Buy

DDM

10/05/23

UOB Kay Hian

Sasseur

0.645

0.93

Buy


10/20/23

Amfrasers

Sasseur

0.64

0.95

Outperform

DDM

11/14/23

phillip

Sasseur

0.66

0.9

Buy

DDM

11/29/23

CIMB

Sasseur

0.69

0.95

Add

DDM

01/03/24

Amfrasers

Sasseur

0.685

1.05

Outperform

DDM

01/03/24

UOB Kay Hian

Sasseur

0.685

0.99

Buy


02/21/24

DBS Vickers

Sasseur

0.68

1.05

Buy


02/22/24

phillip

Sasseur

0.685

0.87

Buy

DDM

02/22/24

DBS Vickers

Sasseur

0.685

1

Buy

DCF

02/22/24

CIMB

Sasseur

0.685

0.95

Add

DDM

02/26/24

UOB Kay Hian

Sasseur

0.69

1.01

Buy

DDM

02/29/24

Amfrasers

Sasseur

0.685

1.01

Outperform

DDM

Stock calls for 26 March 2024

Date

Analyst

Company

Last

Target

Call

Valuation

03/26/24

Lim & Tan

City Developments

5.82

7.39

Accumulate


03/26/24

DMG & Partners

DBS

35.5

38.3

Buy

GGM, PB1.52x

03/26/24

Lim & Tan

First Reit

0.25

0.3

Accumulate


03/26/24

UOB Kay Hian

Sheng Siong

1.52

1.88

Buy

PER21x FY24

03/26/24

DMG & Partners

Sheng Siong

1.52

1.96

Buy


03/26/24

Citi Research

Sheng Siong

1.52

1.43

Sell


03/26/24

DBS Vickers

Sheng Siong

1.52

1.62

Hold


03/26/24

CIMB

ST Engineering

3.99

4.36

Add


03/26/24

DMG & Partners

Starhill

0.475

0.58

Buy


Monday, March 25, 2024

Where is Jake Sullivan?

The US national security adviser Jake Sullivan had been missing since Russia bombarded Kyiv.  There's a speculation that he had perished in Kyiv with other NATO members because Russia had destroyed the only underground NATO intelligence unit in Ukraine.  If Jake Sullivan does not appear in the media in the next few weeks, it is likely that he has perished in Kyiv.

Sarine - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

02/28/23

DBS Vickers

Sarine

0.39

0.33

Fully Valued

PER12x FY23

05/19/23

DBS Vickers

Sarine

0.45

0.33

Fully Valued


08/16/23

DBS Vickers

Sarine

0.355

0.3

Fully Valued

PER21x FY24

11/21/23

DBS Vickers

Sarine

0.285

0.25

Fully Valued

PER21x FY24