Date | Analyst | Company | Last | Target | Call | Valuation |
01/02/19 | DMG & Partners | Wilmar | 3.16 | 3.58 | Buy | |
01/03/19 | UOB Kay Hian | Wilmar | 3.13 | 3.9 | Buy | |
02/20/19 | OCBC | Wilmar | 3.37 | 3.42 | Hold | |
02/20/19 | UBS | Wilmar | 3.37 | 3.8 | Buy | |
02/22/19 | DMG & Partners | Wilmar | 3.39 | 3.58 | Buy | |
02/22/19 | CIMB | Wilmar | 3.39 | 3.96 | Add | Sum of parts |
02/22/19 | UOB Kay Hian | Wilmar | 3.39 | 3.9 | Buy | |
02/25/19 | DMG & Partners | Wilmar | 3.26 | 3.63 | Buy | Sum of parts |
02/25/19 | DBS Vickers | Wilmar | 3.26 | 3.6 | Buy | DCF, PER15.4x FY19 |
03/12/19 | CIMB | Wilmar | 3.2 | 3.96 | Add | Sum of parts |
03/12/19 | DBS Vickers | Wilmar | 3.2 | 3.6 | Buy | |
03/13/19 | DMG & Partners | Wilmar | 3.24 | 3.63 | Buy | |
03/20/19 | UOB Kay Hian | Wilmar | 3.3 | 3.9 | Buy | |
04/08/19 | UOB Kay Hian | Wilmar | 3.48 | 3.9 | Buy | |
04/09/19 | OCBC | Wilmar | 3.49 | 3.44 | Hold | PB0.9x |
04/09/19 | CIMB | Wilmar | 3.49 | 3.96 | Add | |
05/02/19 | UOB Kay Hian | Wilmar | 3.64 | 3.9 | Buy | |
05/13/19 | DMG & Partners | Wilmar | 3.51 | 3.8 | Buy | Sum of parts |
05/13/19 | DBS Vickers | Wilmar | 3.51 | 3.86 | Buy | DCF, PER15.6x FY19 |
05/16/19 | DMG & Partners | Wilmar | 3.5 | 3.94 | Buy | Sum of parts |
05/16/19 | OCBC | Wilmar | 3.5 | 3.66 | Hold | PB0.95x |
05/16/19 | CIMB | Wilmar | 3.5 | 3.96 | Add | Sum of parts |
06/06/19 | DMG & Partners | Wilmar | 3.3 | 3.94 | Buy | |
06/13/19 | UOB Kay Hian | Wilmar | 3.41 | 3.9 | Buy | PER12.8x FY20 |
07/03/19 | Kim Eng | Wilmar | 3.73 | 4.21 | Buy | DCF & PER17.5x FY20 |
07/09/19 | UOB Kay Hian | Wilmar | 3.79 | 3.9 | Buy | |
07/09/19 | UBS | Wilmar | 3.79 | 4.5 | Buy | |
07/15/19 | DMG & Partners | Wilmar | 3.76 | 4.5 | Buy | Sum of parts |
07/16/19 | CIMB | Wilmar | 3.83 | 5.54 | Add | Normal target price is $3.96 |
07/16/19 | DBS Vickers | Wilmar | 3.83 | 4.3 | Buy | Sum of parts, PER16.2x FY20 |
07/17/19 | OCBC | Wilmar | 3.83 | 4.26 | Buy | Sum of parts |
07/26/19 | UOB Kay Hian | Wilmar | 4.06 | 4.5 | Buy | Sum of parts |
08/14/19 | DMG & Partners | Wilmar | 4.05 | 4.5 | Buy | Sum of parts |
08/14/19 | UOB Kay Hian | Wilmar | 4.05 | 4.5 | Buy | |
08/15/19 | UOB Kay Hian | Wilmar | 3.86 | 4.4 | Buy | |
08/16/19 | OCBC | Wilmar | 3.78 | 4.26 | Buy | |
08/16/19 | DBS Vickers | Wilmar | 3.78 | 4.25 | Buy | Sum of parts, PER16.3x FY20 |
08/22/19 | CIMB | Wilmar | 3.81 | 4.58 | Add | |
08/22/19 | Kim Eng | Wilmar | 3.81 | 3.89 | Hold | |
09/04/19 | Kim Eng | Wilmar | 3.8 | 3.89 | Hold | DCF |
09/11/19 | DMG & Partners | Wilmar | 3.8 | 4.5 | Buy | Sum of parts |
09/13/19 | DBS Vickers | Wilmar | 3.86 | 4.25 | Buy | Sum of parts, PER16.3x FY20 |
09/24/19 | UOB Kay Hian | Wilmar | 3.72 | 4.4 | Buy | |
09/30/19 | DMG & Partners | Wilmar | 3.72 | 4.75 | Buy | Sum of parts |
10/09/19 | Kim Eng | Wilmar | 3.63 | 3.89 | Hold | DCF |
10/09/19 | UOB Kay Hian | Wilmar | 3.63 | 4.4 | Buy | |
11/12/19 | UOB Kay Hian | Wilmar | 3.83 | 4.4 | Buy | |
11/13/19 | DMG & Partners | Wilmar | 3.85 | 4.75 | Buy | Sum of parts |
11/14/19 | DBS Vickers | Wilmar | 3.96 | 4.35 | Buy | Sum of parts, PER16.3x FY20 |
11/25/19 | CIMB | Wilmar | 4.1 | 4.58 | Add | |
12/10/19 | UOB Kay Hian | Wilmar | 4.1 | 4.75 | Buy | Sum of parts |
12/10/19 | DBS Vickers | Wilmar | 4.1 | 4.6 | Buy | Sum of parts, PER17.6x FY20 |
12/19/19 | DMG & Partners | Wilmar | 4.08 | 4.75 | Buy |
Monday, December 30, 2019
Wilmar - Stock calls
Venture - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/02/19 | DMG & Partners | Venture | 13.85 | 19 | Buy | PER14x FY19 |
01/07/19 | UOB Kay Hian | Venture | 13.71 | 12.9 | Hold | |
01/07/19 | Lim & Tan | Venture | 13.71 | 0 | Buy | |
01/08/19 | Kim Eng | Venture | 14.44 | 17.48 | Buy | PB2x FY19, PER14.4x FY19 |
02/11/19 | UOB Kay Hian | Venture | 15.72 | 12.9 | Hold | PER11x FY19, Buy @ $12.40 |
02/12/19 | CIMB | Venture | 15.97 | 17.44 | Add | PER12.56x FY20 |
02/25/19 | CIMB | Venture | 16.12 | 17.88 | Add | PER12.56x FY20 |
02/25/19 | Kim Eng | Venture | 16.12 | 19.23 | Buy | Roe-g/Coe-g, PB2.2x FY19 |
02/25/19 | DMG & Partners | Venture | 16.12 | 19 | Buy | |
02/25/19 | DBS Vickers | Venture | 16.12 | 21.7 | Buy | PER15.8x FY19 |
02/25/19 | Lim & Tan | Venture | 16.12 | 0 | Buy | |
02/25/19 | OCBC | Venture | 16.12 | 20.89 | Buy | PER15x |
03/19/19 | DMG & Partners | Venture | 18 | 19 | Buy | |
03/29/19 | DBS Vickers | Venture | 17.8 | 21.7 | Buy | |
04/03/19 | Lim & Tan | Venture | 18.6 | 0 | Hold | |
04/26/19 | OCBC | Venture | 19.29 | 20.89 | Buy | PER15x FY19/20 |
04/26/19 | DMG & Partners | Venture | 19.29 | 19 | Neutral | |
04/26/19 | DBS Vickers | Venture | 19.29 | 21.7 | Buy | PER15.8x FY19 |
04/29/19 | CIMB | Venture | 17.52 | 17.88 | Hold | PER12.5x |
04/29/19 | Kim Eng | Venture | 17.52 | 19.74 | Hold | Roe-g/Coe-g, PB2.2x FY19 |
05/02/19 | Lim & Tan | Venture | 16.97 | 0 | Buy on weakness | |
05/03/19 | UOB Kay Hian | Venture | 17.4 | 19.01 | Hold | Buy @ $17 |
06/11/19 | Kim Eng | Venture | 15.7 | 19.74 | Buy | Roe-g/Coe-g, PB2.2x FY19 |
06/25/19 | Lim & Tan | Venture | 17.3 | 0 | Hold | |
06/26/19 | DMG & Partners | Venture | 16.46 | 16.3 | Neutral | PER13x FY19 |
06/26/19 | UOB Kay Hian | Venture | 16.46 | 17.91 | Hold | PER14x FY19, Buy at $15 |
06/26/19 | CLSA | Venture | 16.46 | 17.3 | Underperform | |
07/05/19 | Lim & Tan | Venture | 16.35 | 0 | Hold | |
07/15/19 | DBS Vickers | Venture | 14.9 | 18.6 | Buy | PER13.7x FY20 |
07/15/19 | UOB Kay Hian | Venture | 14.9 | 17.91 | Hold | |
07/16/19 | CIMB | Venture | 15 | 15.73 | Hold | PER12.5x CY20 |
07/22/19 | Kim Eng | Venture | 15.54 | 19.74 | Buy | Roe-g/Coe-g |
08/13/19 | Kim Eng | Venture | 14.76 | 18.88 | Buy | Roe-g/Coe-g, PB2.2x FY19 |
08/13/19 | DMG & Partners | Venture | 14.76 | 16.3 | Buy | PER13x FY19 |
08/13/19 | CIMB | Venture | 14.76 | 16.28 | Add | PER12,5x |
08/13/19 | UOB Kay Hian | Venture | 14.76 | 17.7 | Buy | PER14x |
08/13/19 | DBS Vickers | Venture | 14.76 | 18.6 | Buy | PER13.7x FY20 |
08/13/19 | Lim & Tan | Venture | 14.76 | 0 | Hold | |
08/14/19 | DIR | Venture | 15.28 | 17.9 | Outperform | |
08/14/19 | OCBC | Venture | 15.28 | 18.42 | Buy | PER14x |
09/09/19 | Kim Eng | Venture | 15.48 | 18.88 | Buy | Roe-g/Coe-g, PB2.2x FY19 |
09/11/19 | Macquarie | Venture | 15.33 | 17.7 | Outperform | Roe-g/Coe-g,PER14x FY19 |
09/27/19 | CIMB | Venture | 15.26 | 16.28 | Add | |
09/30/19 | Phillip | Venture | 15.27 | 17.68 | Buy | PER14x |
10/01/19 | UOB Kay Hian | Venture | 15.31 | 17.7 | Buy | |
10/01/19 | DBS Vickers | Venture | 15.31 | 18.6 | Buy | |
10/08/19 | DMG & Partners | Venture | 15.42 | 16.3 | Buy | |
10/11/19 | Phillip | Venture | 15.17 | 17.68 | Buy | |
10/21/19 | CIMB | Venture | 15.35 | 16.28 | Add | PER12.5x |
10/23/19 | Macquarie | Venture | 15.38 | 17 | Outperform | |
10/29/19 | Kim Eng | Venture | 15.29 | 18.85 | Buy | PB2.1x FY20 |
11/11/19 | Phillip | Venture | 16.6 | 17.18 | Accumulate | PER14x FY19 |
11/11/19 | Kim Eng | Venture | 16.6 | 16.91 | Hold | PB1.8x FY20 |
11/11/19 | DMG & Partners | Venture | 16.6 | 16.3 | Neutral | PER13x FY19 |
11/11/19 | CIMB | Venture | 16.6 | 16.88 | Hold | PER12.5x |
11/11/19 | UOB Kay Hian | Venture | 16.6 | 16.67 | Hold | PER14x FY20 |
11/11/19 | DBS Vickers | Venture | 16.6 | 17.2 | Hold | PER13.7x FY20 |
11/11/19 | Lim & Tan | Venture | 16.6 | 0 | Sell | |
12/10/19 | DMG & Partners | Venture | 15.76 | 16.3 | Neutral |
Valuetronics - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/04/19 | UOB Kay Hian | Valuetronics | 0.66 | 0.87 | Buy | |
01/07/19 | DMG & Partners | Valuetronics | 0.675 | 0.82 | Buy | |
01/08/19 | Kim Eng | Valuetronics | 0.69 | 0.9 | Buy | PB1.9x FY19 |
02/14/19 | Kim Eng | Valuetronics | 0.74 | 1.05 | Buy | ROE-g/COE-g, PB2.1x FY20 |
02/14/19 | DMG & Partners | Valuetronics | 0.74 | 0.78 | Neutral | DCF |
02/14/19 | CIMB | Valuetronics | 0.74 | 0.73 | Hold | PER8.5x CY19 |
02/15/19 | UOB Kay Hian | Valuetronics | 0.71 | 0.87 | Buy | |
03/19/19 | DMG & Partners | Valuetronics | 0.69 | 0.78 | Neutral | |
03/21/19 | Kim Eng | Valuetronics | 0.685 | 1.05 | Buy | PB2.1x FY20 |
04/09/19 | Kim Eng | Valuetronics | 0.7 | 1.05 | Buy | |
05/27/19 | DMG & Partners | Valuetronics | 0.61 | 0.67 | Neutral | DCF |
05/31/19 | DMG & Partners | Valuetronics | 0.625 | 0.61 | Neutral | DCF |
05/31/19 | UOB Kay Hian | Valuetronics | 0.625 | 0.8 | Buy | |
06/03/19 | CIMB | Valuetronics | 0.605 | 0.63 | Hold | PER8x CY20 |
06/11/19 | Kim Eng | Valuetronics | 0.64 | 0.99 | Buy | PB2x FY20 |
08/16/19 | Kim Eng | Valuetronics | 0.62 | 0.94 | Buy | ROE-g/COE-g, PB1.9x FY20 |
08/16/19 | DMG & Partners | Valuetronics | 0.62 | 0.61 | Neutral | DCF |
08/16/19 | UOB Kay Hian | Valuetronics | 0.62 | 0.8 | Buy | |
10/08/19 | DMG & Partners | Valuetronics | 0.615 | 0.61 | Neutral | |
10/11/19 | UOB Kay Hian | Valuetronics | 0.615 | 0.8 | Buy | PER11x FY20 |
11/14/19 | DMG & Partners | Valuetronics | 0.725 | 0.81 | Buy | DCF |
11/14/19 | Kim Eng | Valuetronics | 0.725 | 0.98 | Buy | PB2x FY20 |
11/14/19 | UOB Kay Hian | Valuetronics | 0.725 | 0.91 | Buy | PER12x |
12/10/19 | DMG & Partners | Valuetronics | 0.785 | 0.81 | Buy |
Saturday, December 28, 2019
The recession constellation is aligning in the US!
https://www.reuters.com/article/us-oil-opec-russia-novak-2020/russias-novak-says-opec-may-consider-ending-oil-output-cuts-in-2020-idUSKBN1YV0HY
I've stated this a few times on my blog below.
http://sg-stock.blogspot.com/2019/12/the-wall-street-analysts-are-starting.html?showComment=1576822097373#c7821513851698794977
Let me surmise again.
1. Tltro II will expire in March 2020.
2. ISM PMI reported its first contraction for August (Below 50) in September. The US recession may happen at the earliest 6 months later which is in March 2020.
3. The Republicans want to remove its President by March 2020. Nancy Pelosi just needs to get some Republicans to deflect to impeach Trump.
4. The opec+ will end the oil production cut in March 2020. This will affect the US shale oil industry because the US has been gaining the oil market share at the expense of opec+.
All these events are pointing out that March 2020 will be a turning point for the US.
I've stated this a few times on my blog below.
http://sg-stock.blogspot.com/2019/12/the-wall-street-analysts-are-starting.html?showComment=1576822097373#c7821513851698794977
Let me surmise again.
1. Tltro II will expire in March 2020.
2. ISM PMI reported its first contraction for August (Below 50) in September. The US recession may happen at the earliest 6 months later which is in March 2020.
3. The Republicans want to remove its President by March 2020. Nancy Pelosi just needs to get some Republicans to deflect to impeach Trump.
4. The opec+ will end the oil production cut in March 2020. This will affect the US shale oil industry because the US has been gaining the oil market share at the expense of opec+.
All these events are pointing out that March 2020 will be a turning point for the US.
Baltic dry index - 1090
Today, Tuesday, December 24 2019, the Baltic Dry Index decreased by 13 points, reaching 1090 points.
Baltic Dry Index is compiled by the London-based Baltic Exchange and covers prices for transported cargo such as coal, grain and iron ore. The index is based on a daily survey of agents all over the world. Baltic Dry hit a temporary peak on May 20, 2008, when the index hit 11,793. The lowest level ever reached was on Wednesday the 10th of February 2016, when the index dropped to 290 points.
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Related stock: Sembcorp Marine, Cosco & Pan ocean.
Friday, December 27, 2019
UOL - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/03/19 | OCBC | UOL | 6.07 | 8.41 | Buy | |
01/04/19 | Lim & Tan | UOL | 6 | 0 | Buy | |
01/17/19 | DBS Vickers | UOL | 6.65 | 7.15 | Hold | |
02/12/19 | Lim & Tan | UOL | 6.57 | 0 | Buy | |
02/27/19 | CIMB | UOL | 6.77 | 8.45 | Add | RNAV |
02/27/19 | OCBC | UOL | 6.77 | 8.45 | Buy | RNAV |
02/27/19 | Lim & Tan | UOL | 6.77 | 0 | Buy | |
02/28/19 | DBS Vickers | UOL | 6.75 | 7.15 | Hold | RNAV (40% discount) |
03/18/19 | OCBC | UOL | 6.45 | 8.45 | Buy | RNAV |
03/28/19 | CIMB | UOL | 6.78 | 8.45 | Add | |
04/02/19 | OCBC | UOL | 7.11 | 8.45 | Buy | RNAV |
04/16/19 | DBS Vickers | UOL | 7.36 | 8.53 | Buy | RNAV (35% discount) |
05/13/19 | Lim & Tan | UOL | 7.26 | 0 | Buy | |
05/13/19 | CIMB | UOL | 7.26 | 8.45 | Add | RNAV (30% discount) |
05/13/19 | OCBC | UOL | 7.26 | 8.5 | Buy | |
05/14/19 | DBS Vickers | UOL | 7.08 | 8.53 | Buy | RNAV (35% discount) |
06/07/19 | CIMB | UOL | 6.8 | 8.45 | Add | |
07/15/19 | OCBC | UOL | 7.61 | 8.5 | Buy | |
08/13/19 | OCBC | UOL | 7.2 | 8.5 | Buy | |
08/13/19 | DBS Vickers | UOL | 7.2 | 8.53 | Buy | PB0.8x |
08/13/19 | Lim & Tan | UOL | 7.2 | 0 | Buy on weakness | |
09/10/19 | DBS Vickers | UOL | 7.47 | 8.53 | Buy | RNAV (35% discount) |
11/13/19 | OCBC | UOL | 7.91 | 9.25 | Buy | |
11/13/19 | Lim & Tan | UOL | 7.91 | 0 | Buy on weakness | |
12/03/19 | Lim & Tan | UOL | 7.79 | 0 | Buy |
UOB - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/02/19 | DMG & Partners | UOB | 24.57 | 30.8 | Buy | GGM, PB1.41x FY19 |
01/03/19 | CIMB | UOB | 24.31 | 31 | Add | PER11.4x FY20 |
01/03/19 | JP Morgan | UOB | 24.31 | 30 | Overweight | |
01/04/19 | phillip | UOB | 23.99 | 32.52 | Buy | |
01/04/19 | Jefferies | UOB | 23.99 | 31 | Buy | |
01/29/19 | DMG & Partners | UOB | 25.83 | 29.8 | Buy | GGM, PB1.37x FY19 |
01/29/19 | CIMB | UOB | 25.83 | 32 | Add | GGM, PB1.4x CY19 |
01/31/19 | Kim Eng | UOB | 25.3 | 30.5 | Buy | DDM |
02/01/19 | phillip | UOB | 25.19 | 32.52 | Buy | |
02/12/19 | Kim Eng | UOB | 25.34 | 30.5 | Buy | |
02/22/19 | DMG & Partners | UOB | 25.98 | 29.8 | Buy | PB1.35x FY19 |
02/25/19 | Jefferies | UOB | 25.58 | 30 | Buy | PER12.3x FY19 |
02/25/19 | OCBC | UOB | 25.58 | 28.3 | Buy | PB1.2x FY19 |
02/25/19 | DBS Vickers | UOB | 25.58 | 29.2 | Buy | GGM, PB1.2x |
02/25/19 | phillip | UOB | 25.58 | 32.51 | Buy | GGM, PB1.4x FY19 |
02/25/19 | Kim Eng | UOB | 25.58 | 29.71 | Buy | DDM |
02/25/19 | CIMB | UOB | 25.58 | 29 | Add | GGM, PB1.3x FY19 |
02/26/19 | Macquarie | UOB | 25.39 | 30.5 | Outperform | PB |
03/04/19 | phillip | UOB | 25 | 32.5 | Buy | |
03/07/19 | Kim Eng | UOB | 25.1 | 29.71 | Buy | |
03/11/19 | CIMB | UOB | 24.91 | 29 | Add | |
03/13/19 | DMG & Partners | UOB | 25.04 | 29.8 | Buy | PB1.35x FY19 |
03/26/19 | OCBC | UOB | 24.95 | 28.3 | Buy | |
04/02/19 | phillip | UOB | 25.42 | 32.5 | Buy | |
04/02/19 | DBS Vickers | UOB | 25.42 | 29.2 | Buy | |
04/11/19 | CIMB | UOB | 26.56 | 29 | Add | |
04/12/19 | Kim Eng | UOB | 26.53 | 29.71 | Buy | |
04/18/19 | phillip | UOB | 26.87 | 32.02 | Buy | GGM, PB1.4x FY19 |
04/22/19 | DMG & Partners | UOB | 26.8 | 29.8 | Buy | |
04/24/19 | DMG & Partners | UOB | 26.99 | 30.8 | Buy | PB1.29x FY20 |
05/03/19 | phillip | UOB | 27.75 | 32.5 | Buy | |
05/03/19 | DMG & Partners | UOB | 27.75 | 30.8 | Buy | GGM, PB1.29x FY20 |
05/03/19 | DBS Vickers | UOB | 27.75 | 29.2 | Buy | GGM, PB1.2x FY19 |
05/03/19 | CIMB | UOB | 27.75 | 29 | Add | GGM |
05/06/19 | Jefferies | UOB | 27.77 | 31 | Buy | PER12.4x FY19 |
05/06/19 | OCBC | UOB | 27.77 | 28.9 | Hold | GGM, PB1.2x |
05/06/19 | phillip | UOB | 27.77 | 30.87 | Accumulate | GGM, PB1.4x FY19 |
05/06/19 | CIMB | UOB | 27.77 | 29.58 | Add | GGM, PB1.3x |
05/06/19 | Lim & Tan | UOB | 27.77 | 0 | Buy on weakness | |
05/07/19 | OCBC | UOB | 25.85 | 27.3 | Hold | |
05/16/19 | CIMB | UOB | 25.1 | 29.58 | Add | GGM |
05/22/19 | Kim Eng | UOB | 24.83 | 28.97 | Buy | |
06/03/19 | CIMB | UOB | 23.5 | 29.58 | Add | |
06/06/19 | phillip | UOB | 24 | 30.9 | Accumulate | |
06/06/19 | DMG & Partners | UOB | 24 | 30.8 | Buy | |
06/17/19 | Kim Eng | UOB | 24.99 | 28.97 | Buy | |
06/20/19 | OCBC | UOB | 26.14 | 28.9 | Buy | |
06/25/19 | DBS Vickers | UOB | 25.86 | 29.2 | Buy | |
07/01/19 | Kim Eng | UOB | 26.13 | 28.97 | Buy | |
07/02/19 | OCBC | UOB | 26.61 | 29.4 | Buy | GGM, PB1.3x, PER11.3x |
07/03/19 | phillip | UOB | 26.55 | 30.9 | Accumulate | |
07/08/19 | DMG & Partners | UOB | 26.26 | 30.8 | Buy | PB1.29x FY20 |
07/22/19 | CIMB | UOB | 26.94 | 29.58 | Add | |
07/23/19 | DBS Vickers | UOB | 26.8 | 29.2 | Buy | |
08/02/19 | DMG & Partners | UOB | 26.28 | 29.5 | Buy | GGM, PB1.24x FY20 |
08/02/19 | Lim & Tan | UOB | 26.28 | 0 | Buy on weakness | |
08/05/19 | phillip | UOB | 26 | 28.6 | Accumulate | GGM, PB1.3x |
08/05/19 | DBS Vickers | UOB | 26 | 29.2 | Buy | GGM, PB1.2x FY19 |
08/05/19 | Kim Eng | UOB | 26 | 29.13 | Buy | DDM |
08/06/19 | CIMB | UOB | 25.91 | 29.58 | Add | GGM, PB1.3x |
08/20/19 | CIMB | UOB | 25.15 | 29.54 | Add | |
08/29/19 | Macquarie | UOB | 24.41 | 27.2 | Neutral | PB |
09/02/19 | CIMB | UOB | 24.96 | 29.54 | Add | |
09/05/19 | phillip | UOB | 25.1 | 28.6 | Accumulate | |
09/11/19 | DMG & Partners | UOB | 25.77 | 29.5 | Buy | |
09/26/19 | Kim Eng | UOB | 25.38 | 29.13 | Buy | |
10/01/19 | DBS Vickers | UOB | 25.66 | 29.2 | Buy | |
10/02/19 | DMG & Partners | UOB | 25.9 | 29.5 | Buy | |
10/04/19 | phillip | UOB | 25.33 | 28.6 | Accumulate | |
11/01/19 | CIMB | UOB | 26.83 | 29.54 | Add | GGM, PB1.3x |
11/01/19 | DMG & Partners | UOB | 26.83 | 29.5 | Buy | GGM, PB1.24x FY20 |
11/01/19 | Lim & Tan | UOB | 26.83 | 0 | Buy on weakness | |
11/04/19 | phillip | UOB | 26.57 | 27.8 | Accumulate | GGM, PB1.3x |
11/04/19 | Kim Eng | UOB | 26.57 | 30.5 | Buy | DDM |
11/04/19 | OCBC | UOB | 26.57 | 29.4 | Buy | |
11/04/19 | DBS Vickers | UOB | 26.57 | 29.2 | Buy | GGM, PB1.1x FY20 |
12/02/19 | CIMB | UOB | 25.82 | 29.1 | Add | |
12/02/19 | Kim Eng | UOB | 25.82 | 30.5 | Buy | |
12/03/19 | DBS Vickers | UOB | 25.77 | 29.2 | Buy | |
12/03/19 | DMG & Partners | UOB | 25.77 | 29.5 | Buy | |
12/04/19 | phillip | UOB | 25.54 | 27.8 | Accumulate |
Unusual - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
09/17/19 | DMG & Partners | Unusual | 0.28 | 0.42 | Buy | DCF |
10/15/19 | DMG & Partners | Unusual | 0.27 | 0.42 | Buy | DCF |
11/19/19 | DMG & Partners | Unusual | 0.295 | 0.42 | Buy | DCF |
11/20/19 | UOB Kay Hian | Unusual | 0.305 | 0.44 | Buy | |
12/05/19 | DMG & Partners | Unusual | 0.27 | 0.42 | Buy | DCF |
12/13/19 | UOB Kay Hian | Unusual | 0.28 | 0.44 | Buy |
Stock calls for 27 December 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
12/27/19 | CIMB | CSE Global | 0.545 | 0.73 | Add | |
12/27/19 | CIMB | Sembcorp Industries | 2.28 | 2.78 | Add | |
12/27/19 | CIMB | SIA Engineering | 2.82 | 3.3 | Add | |
12/27/19 | Lim & Tan | United Engineers | 2.69 | 0 | Accept offer | Cash offer @ $2.70 |
12/27/19 | CIMB | Yangzijiang | 1.13 | 1.45 | Add |
Thursday, December 26, 2019
United Engineers - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
10/25/19 | Lim & Tan | United Engineers | 2.66 | 0 | Sell |
Uni-Asia - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/14/19 | Amfrasers | Uni-Asia | 1.2 | 2.07 | Buy | Sum of parts, PB0.6x FY19, PER9.5x FY19 |
04/09/19 | Amfrasers | Uni-Asia | 1.16 | 1.86 | Buy | Sum of parts, PB0.6x FY19, PER9.5x FY19 |
05/17/19 | Amfrasers | Uni-Asia | 1.13 | 1.86 | Buy | Sum of parts, PB0.6x FY19, PER9.5x FY19 |
08/28/19 | Amfrasers | Uni-Asia | 0.73 | 1.24 | Buy | Sum of parts, PB0.6x FY20, PER8.5x FY20 |
09/26/19 | Amfrasers | Uni-Asia | 0.71 | 1.24 | Buy | Sum of parts, PB0.6x FY20, PER8.5x FY20 |
12/03/19 | Amfrasers | Uni-Asia | 0.73 | 1.24 | Outperform | Sum of parts, PB0.6x FY20, PER8.5x FY20 |
UMS - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/26/19 | DBS Vickers | UMS | 0.71 | 0.55 | Fully Valued | PER8x FY19 |
02/28/19 | CIMB | UMS | 0.74 | 0.62 | Reduce | PB1.37x CY19 |
05/14/19 | DBS Vickers | UMS | 0.615 | 0.55 | Fully Valued | PER8x FY19 |
05/16/19 | DBS Vickers | UMS | 0.64 | 0.45 | Fully Valued | PER8x FY19/20 |
05/21/19 | CIMB | UMS | 0.62 | 0.55 | Reduce | |
08/16/19 | DBS Vickers | UMS | 0.585 | 0.49 | Fully Valued | PER9x FY20 |
08/16/19 | CIMB | UMS | 0.585 | 0.55 | Hold | PB1.24x FY19 |
10/24/19 | DBS Vickers | UMS | 0.705 | 0.87 | Buy | PER12x FY20 |
10/25/19 | CIMB | UMS | 0.74 | 0.67 | Hold | PB1.4x FY20 |
11/13/19 | DBS Vickers | UMS | 0.81 | 1 | Buy | PER13x FY20 |
11/29/19 | DBS Vickers | UMS | 0.89 | 1.08 | Buy | PER14x FY20 |
12/05/19 | Kim Eng | UMS | 0.95 | 1.13 | Buy | PB2.2x FY20 |
Stock calls for 26 December 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
12/26/19 | Lim & Tan | Sembcorp Marine | 1.28 | 0 | Hold | |
12/26/19 | DMG & Partners | Yoma | 0.335 | 0.57 | Buy |
Monday, December 23, 2019
UG Healthcare - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/11/19 | DMG & Partners | UG Healthcare | 0.205 | 0.32 | Buy | PER10x FY20 |
05/07/19 | DMG & Partners | UG Healthcare | 0.18 | 0.32 | Buy | PER10x FY20 |
08/28/19 | DMG & Partners | UG Healthcare | 0.18 | 0.3 | Buy | PER11x FY20 |
Top Glove - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/11/19 | Kim Eng | Top Glove | 1.5 | 1.53 | Hold | Ringgit target $4.60, PER24x CY20 |
04/17/19 | UOB Kay Hian | Top Glove | 1.48 | 1.34 | Hold | Ringgit target $4.10, Buy @ $3.70 |
06/27/19 | Kim Eng | Top Glove | 1.62 | 1.59 | Hold | Ringgit target $4.85 |
Tianjin Zhongxin - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
04/01/19 | UOB Kay Hian | Tianjin Zhongxin | 0.915 | 1.7 | Buy | PER13.6x FY19 |
05/02/19 | UOB Kay Hian | Tianjin Zhongxin | 0.985 | 1.7 | Buy | |
06/14/19 | UOB Kay Hian | Tianjin Zhongxin | 0.885 | 1.7 | Buy | |
08/15/19 | UOB Kay Hian | Tianjin Zhongxin | 0.795 | 1.4 | Buy |
Stock calls for 23 December 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
12/23/19 | Lim & Tan | SPH | 2.16 | 0 | Hold | |
12/23/19 | DBS Vickers | Yangzijiang | 1.07 | 1.68 | Buy |
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