Date | Analyst | Company | Last | Target | Call | Valuation |
05/26/20 | UOB Kay Hian | Elite ComReit | 0.66 | 0.88 | Buy | DDM |
06/30/20 | CIMB | Elite ComReit | 0.7 | 1.3 | Add | |
07/24/20 | CIMB | Elite ComReit | 0.695 | 0.761 | Add | DDM |
07/27/20 | UOB Kay Hian | Elite ComReit | 0.695 | 0.88 | Buy | DDM |
10/20/20 | CIMB | Elite ComReit | 0.65 | 0.781 | Add | |
11/12/20 | UOB Kay Hian | Elite ComReit | 0.635 | 0.88 | Buy | DDM |
Monday, January 4, 2021
Elite ComReit - Stock calls
Stock calls for 4 January 2021
Date | Analyst | Company | Last | Target | Call | Valuation |
01/04/21 | DBS Vickers | AEM | 3.45 | 5.16 | Buy | |
01/04/21 | DBS Vickers | AIMS AMP Cap Ind Reit | 1.25 | 1.4 | Buy | |
01/04/21 | CIMB | Boustead Projects | 0.805 | 1.33 | Add | RNAV (30% discount) |
01/04/21 | DBS Vickers | Capitaland | 3.28 | 3.7 | Buy | |
01/04/21 | DBS Vickers | Capitaland Integrated Commercial Trust | 2.16 | 2.5 | Buy | |
01/04/21 | DBS Vickers | CapitaRetail China | 1.39 | 1.7 | Buy | |
01/04/21 | DBS Vickers | Comfortdelgro | 1.67 | 1.96 | Buy | |
01/04/21 | CIMB | DBS | 25.04 | 28.35 | Add | |
01/04/21 | DBS Vickers | Lendlease Reit | 0.73 | 0.9 | Buy | |
01/04/21 | DBS Vickers | Mapletree Logistics | 2.01 | 2.35 | Buy | |
01/04/21 | CIMB | OCBC | 10.06 | 12.52 | Add | |
01/04/21 | DBS Vickers | SATS | 3.98 | 4.5 | Buy | |
01/04/21 | DBS Vickers | Thai Beverage | 0.74 | 0.93 | Buy | |
01/04/21 | DBS Vickers | UOB | 22.59 | 24.8 | Buy | |
01/04/21 | CIMB | UOB | 22.59 | 27.72 | Add | |
01/04/21 | DBS Vickers | Yangzijiang | 0.955 | 1.4 | Buy | |
01/04/21 | UOB Kay Hian | Yangzijiang | 0.955 | 1.17 | Buy |
Saturday, January 2, 2021
Thursday, December 31, 2020
EC World Reit - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/02/20 | DMG & Partners | EC World Reit | 0.705 | 0.78 | Buy | DDM |
03/02/20 | DBS Vickers | EC World Reit | 0.705 | 0.8 | Buy | DCF |
03/02/20 | Amfrasers | EC World Reit | 0.705 | 0.82 | outperform | |
03/05/20 | phillip | EC World Reit | 0.72 | 0.827 | Buy | DDM |
04/23/20 | DMG & Partners | EC World Reit | 0.63 | 0.78 | Buy | |
05/14/20 | DMG & Partners | EC World Reit | 0.675 | 0.76 | Buy | DDM |
05/14/20 | DBS Vickers | EC World Reit | 0.675 | 0.8 | Buy | DCF |
05/15/20 | phillip | EC World Reit | 0.66 | 0.77 | Buy | DDM |
05/18/20 | Amfrasers | EC World Reit | 0.675 | 0.73 | outperform | DDM |
06/23/20 | DMG & Partners | EC World Reit | 0.7 | 0.76 | Buy | |
07/13/20 | Amfrasers | EC World Reit | 0.655 | 0.73 | outperform | DDM |
08/12/20 | Amfrasers | EC World Reit | 0.655 | 0.73 | outperform | DDM |
08/12/20 | DMG & Partners | EC World Reit | 0.655 | 0.76 | Buy | DDM |
10/12/20 | Amfrasers | EC World Reit | 0.675 | 0.73 | outperform | |
11/12/20 | Amfrasers | EC World Reit | 0.695 | 0.74 | outperform |
Eagle Hospitality Trust - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/20/20 | Amfrasers | Eagle Hospitality Trust | 0.53 | 0.51 | Neutral | |
02/20/20 | Jefferies | Eagle Hospitality Trust | 0.53 | 0.7 | Buy | |
02/20/20 | UBS | Eagle Hospitality Trust | 0.53 | 0.75 | Buy | |
03/10/20 | Amfrasers | Eagle Hospitality Trust | 0.28 | 0.51 | Neutral | |
03/25/20 | UBS | Eagle Hospitality Trust | 0.137 | 0.75 | Buy |
Delfi - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/06/20 | DBS Vickers | Delfi | 1 | 1.51 | Buy | |
02/07/20 | DMG & Partners | Delfi | 0.96 | 1.68 | Buy | DCF |
02/28/20 | DBS Vickers | Delfi | 0.96 | 1.55 | Buy | PER23x FY20 |
04/27/20 | DMG & Partners | Delfi | 0.62 | 0.74 | Buy | DCF |
05/22/20 | DBS Vickers | Delfi | 0.83 | 1.08 | Buy | PER18x FY20/21 |
06/05/20 | Amfrasers | Delfi | 0.77 | 0.93 | outperform | |
07/15/20 | DMG & Partners | Delfi | 0.74 | 0.74 | Neutral | DCF |
08/13/20 | DMG & Partners | Delfi | 0.74 | 0.8 | Neutral | DCF |
08/14/20 | DBS Vickers | Delfi | 0.725 | 0.98 | Buy | PER18x FY21 |
08/20/20 | Amfrasers | Delfi | 0.74 | 0.93 | outperform | PER15x |
11/20/20 | Lim & Tan | Delfi | 0.66 | 0 | Accumulate |
Wednesday, December 30, 2020
Latest updates on Covid mutations.
The new covid variant in the UK is called B117 and the mutated covid in Africa is called 501v2. These 2 variants only share the same N501Y mutation in the spike protein but are classified as 2 different viruses. The 501v2 is more infectious than B117 and both variants infect teens and young children more than the earlier variant which infects adults and elders.
The 501v2 variant is vastly different from the earlier covid and may render the existing vaccines ineffective. Let's wait for the scientists to confirm this.
DBS Bank - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/03/20 | UOB Kay Hian | DBS | 26.11 | 30 | Buy | |
01/08/20 | CIMB | DBS | 26.05 | 28.29 | Add | |
01/08/20 | Kim Eng | DBS | 26.05 | 29.92 | Buy | |
01/14/20 | DMG & Partners | DBS | 26.1 | 25.8 | Neutral | GGM, PB1.28x FY20 |
02/07/20 | UOB Kay Hian | DBS | 25.7 | 28.65 | Buy | |
02/13/20 | Lim & Tan | DBS | 25.42 | 0 | Buy | |
02/13/20 | JP Morgan | DBS | 25.42 | 23 | Underweight | |
02/14/20 | CIMB | DBS | 25.42 | 27.09 | Add | GGM |
02/14/20 | UOB Kay Hian | DBS | 25.42 | 28 | Buy | GGM, PB1.39x FY20 |
02/14/20 | DMG & Partners | DBS | 25.42 | 24.8 | Neutral | GGM, PB1.25x FY20 |
02/14/20 | Kim Eng | DBS | 25.42 | 28.6 | Buy | |
02/14/20 | Jefferies | DBS | 25.42 | 28.5 | Buy | |
02/18/20 | phillip | DBS | 25.48 | 27.3 | Accumulate | |
02/18/20 | Citibank | DBS | 25.48 | 26.8 | Hold | |
03/04/20 | Citibank | DBS | 23.66 | 24.4 | Hold | |
03/05/20 | CIMB | DBS | 23.91 | 24.33 | Hold | |
03/05/20 | OCBC | DBS | 23.91 | 25.5 | Hold | GGM, PB1.3x |
03/09/20 | Citibank | DBS | 23 | 17.5 | Sell | |
03/09/20 | JP Morgan | DBS | 23 | 20 | Underweight | |
03/10/20 | phillip | DBS | 21.15 | 27.3 | Accumulate | |
03/10/20 | Jefferies | DBS | 21.15 | 27 | Buy | |
03/13/20 | DMG & Partners | DBS | 20.2 | 21.5 | Neutral | GGM, PB1.09x FY20 |
03/19/20 | Macquarie | DBS | 17.9 | 20.25 | Neutral | |
03/19/20 | Jefferies | DBS | 17.9 | 20 | Buy | |
03/19/20 | JP Morgan | DBS | 17.9 | 16 | Underweight | |
04/01/20 | Jefferies | DBS | 18.57 | 20 | Buy | |
04/01/20 | Citibank | DBS | 18.57 | 17.5 | Sell | |
04/08/20 | Kim Eng | DBS | 19.11 | 21.99 | Buy | |
04/13/20 | phillip | DBS | 19.14 | 27.3 | Accumulate | |
04/17/20 | UOB Kay Hian | DBS | 19.38 | 22.1 | Buy | |
04/24/20 | Macquarie | DBS | 18.74 | 18.25 | Neutral | |
04/30/20 | Lim & Tan | DBS | 19.2 | 0 | Buy | |
05/01/20 | DMG & Partners | DBS | 19.2 | 18.7 | Neutral | GGM, PB0.96x FY20 |
05/04/20 | phillip | DBS | 19.96 | 20.59 | Accumulate | GGM, PB1.09x |
05/04/20 | UOB Kay Hian | DBS | 19.96 | 22.3 | Buy | |
05/04/20 | Jefferies | DBS | 19.96 | 22.5 | Buy | |
05/11/20 | Kim Eng | DBS | 19.7 | 22.1 | Buy | |
05/11/20 | Citibank | DBS | 19.7 | 19.65 | Hold | |
06/08/20 | phillip | DBS | 22.28 | 20.6 | Neutral | |
06/08/20 | Citibank | DBS | 22.28 | 25.5 | Buy | |
06/10/20 | Lim & Tan | DBS | 22.95 | 0 | Hold | |
06/11/20 | Macquarie | DBS | 23.01 | 26 | outperform | PB |
06/18/20 | DMG & Partners | DBS | 21.57 | 18.7 | Neutral | |
06/18/20 | JP Morgan | DBS | 21.57 | 19.5 | Underweight | |
06/24/20 | Kim Eng | DBS | 21.13 | 22.1 | Buy | |
07/01/20 | CIMB | DBS | 20.85 | 18.8 | Hold | |
07/03/20 | phillip | DBS | 21.28 | 20.6 | Neutral | |
07/06/20 | UOB Kay Hian | DBS | 21.57 | 26.22 | Buy | |
07/14/20 | Macquarie | DBS | 21.54 | 26 | outperform | PB |
07/20/20 | UOB Kay Hian | DBS | 21.38 | 24.8 | Buy | |
07/21/20 | Jefferies | DBS | 21.29 | 24.5 | Buy | |
07/21/20 | Kim Eng | DBS | 21.29 | 22.1 | Buy | |
07/30/20 | Macquarie | DBS | 20.4 | 25.5 | outperform | PB |
07/30/20 | OCBC | DBS | 20.4 | 20 | Hold | |
07/30/20 | UOB Kay Hian | DBS | 20.4 | 23.12 | Buy | |
07/30/20 | JP Morgan | DBS | 20.4 | 19 | Underweight | |
07/30/20 | Jefferies | DBS | 20.4 | 20 | Hold | |
08/04/20 | Macquarie | DBS | 19.45 | 24.25 | outperform | PB |
08/06/20 | Lim & Tan | DBS | 19.83 | 0 | Accumulate | |
08/07/20 | Kim Eng | DBS | 20.4 | 22.9 | Buy | DDM |
08/07/20 | DMG & Partners | DBS | 20.4 | 18.5 | Neutral | GGM, PB0.94x FY20 |
08/07/20 | UOB Kay Hian | DBS | 20.4 | 22.9 | Buy | GGM, PB01.07x FY21 |
08/07/20 | CIMB | DBS | 20.4 | 18.8 | Hold | |
08/11/20 | phillip | DBS | 20.6 | 21 | Accumulate | GGM, PB1.18x |
08/11/20 | CIMB | DBS | 20.6 | 20.46 | Hold | |
08/12/20 | Macquarie | DBS | 20.85 | 24.1 | outperform | PB |
08/12/20 | JP Morgan | DBS | 20.85 | 20 | Neutral | |
09/02/20 | Macquarie | DBS | 20.87 | 24.1 | outperform | |
09/07/20 | phillip | DBS | 20.68 | 21 | Accumulate | |
09/14/20 | Kim Eng | DBS | 20.51 | 22.9 | Buy | |
09/25/20 | Lim & Tan | DBS | 19.8 | 0 | Accumulate | |
09/30/20 | UOB Kay Hian | DBS | 19.98 | 23.5 | Buy | |
09/30/20 | JP Morgan | DBS | 19.98 | 22 | Overweight | |
10/01/20 | CIMB | DBS | 19.91 | 20.46 | Hold | |
10/07/20 | UOB Kay Hian | DBS | 20.71 | 23.5 | Buy | |
10/07/20 | OCBC | DBS | 20.71 | 22.5 | Hold | |
10/12/20 | phillip | DBS | 21.05 | 21 | Neutral | |
10/21/20 | Kim Eng | DBS | 21.3 | 22.9 | Buy | |
11/04/20 | phillip | DBS | 21.43 | 21 | Neutral | |
11/05/20 | Lim & Tan | DBS | 21.55 | 0 | Accumulate | |
11/06/20 | Macquarie | DBS | 22.43 | 24.1 | outperform | |
11/06/20 | Kim Eng | DBS | 22.43 | 24.63 | Buy | DDM |
11/06/20 | UOB Kay Hian | DBS | 22.43 | 26.75 | Buy | GGM, PB1.27x FY21 |
11/06/20 | CIMB | DBS | 22.43 | 20.46 | Hold | |
11/06/20 | DMG & Partners | DBS | 22.43 | 25.2 | Buy | GGM |
11/06/20 | OCBC | DBS | 22.43 | 24.5 | Buy | |
11/09/20 | phillip | DBS | 22.49 | 22.6 | Neutral | GGM, PB1.26x FY21 |
11/09/20 | Jefferies | DBS | 22.49 | 26 | Buy | |
11/09/20 | CIMB | DBS | 22.49 | 25.51 | Add | GGM |
11/16/20 | OCBC | DBS | 23.98 | 27 | Buy | |
11/18/20 | Jefferies | DBS | 24.65 | 22 | Hold | |
11/18/20 | JP Morgan | DBS | 24.65 | 24.5 | Overweight | |
11/19/20 | Macquarie | DBS | 24.63 | 24.1 | Neutral | |
11/19/20 | Lim & Tan | DBS | 24.63 | 0 | Hold | |
11/20/20 | DMG & Partners | DBS | 24.42 | 25.2 | Buy | GGM |
11/25/20 | Kim Eng | DBS | 25.6 | 24.63 | Sell | |
11/30/20 | CIMB | DBS | 25.68 | 28.35 | Add | GGM, PB1.3x FY21 |
12/01/20 | UOB Kay Hian | DBS | 25.2 | 26.75 | Buy | |
12/07/20 | phillip | DBS | 25.66 | 22.6 | Neutral | |
12/07/20 | Kim Eng | DBS | 25.66 | 24.63 | Sell | |
12/08/20 | Macquarie | DBS | 25.26 | 24.1 | Neutral | |
12/10/20 | DMG & Partners | DBS | 25.45 | 30 | Buy | GGM |
12/11/20 | Lim & Tan | DBS | 25.05 | 0 | Hold | |
12/16/20 | DMG & Partners | DBS | 25.46 | 30 | Buy |
Dasin Retail - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/10/20 | phillip | Dasin Retail | 0.805 | 0.88 | Accumulate | DDM |
05/27/20 | phillip | Dasin Retail | 0.83 | 0.91 | Accumulate | DDM |
08/11/20 | DBS Vickers | Dasin Retail | 0.785 | 0.86 | Buy | DCF |
08/24/20 | phillip | Dasin Retail | 0.815 | 0.91 | Accumulate | DDM |
09/14/20 | phillip | Dasin Retail | 0.815 | 0.91 | Accumulate | |
10/19/20 | phillip | Dasin Retail | 0.8 | 0.91 | Accumulate | |
11/23/20 | phillip | Dasin Retail | 0.775 | 0.91 | Accumulate | |
12/07/20 | phillip | Dasin Retail | 0.76 | 0.9 | Buy | DDM |
Dairy Farm - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/06/20 | DMG & Partners | Dairy Farm | 4.75 | 5.05 | Hold | DCF |
03/06/20 | DBS Vickers | Dairy Farm | 4.75 | 5.2 | Buy | Sum of parts |
03/06/20 | CIMB | Dairy Farm | 4.75 | 4.38 | Reduce | PER17x FY20 |
03/25/20 | DBS Vickers | Dairy Farm | 3.96 | 4.7 | Buy | Sum of parts |
03/27/20 | HSBC | Dairy Farm | 4.31 | 5.05 | Hold | |
04/06/20 | DBS Vickers | Dairy Farm | 4.31 | 4.7 | Buy | |
04/09/20 | DMG & Partners | Dairy Farm | 4.89 | 4.95 | Neutral | DCF |
04/15/20 | DBS Vickers | Dairy Farm | 4.83 | 5.59 | Buy | |
04/29/20 | DBS Vickers | Dairy Farm | 4.75 | 5.1 | Buy | Sum of parts |
05/28/20 | Macquarie | Dairy Farm | 4.26 | 5.8 | Outperform | |
06/08/20 | DMG & Partners | Dairy Farm | 4.75 | 4.95 | Neutral | |
06/10/20 | CIMB | Dairy Farm | 5 | 5.45 | Hold | PER20x CY21 |
07/03/20 | DBS Vickers | Dairy Farm | 4.66 | 5.1 | Buy | |
07/03/20 | CIMB | Dairy Farm | 4.15 | 4.63 | Hold | PER20x CY21, Buy @ $3.80 |
07/30/20 | DMG & Partners | Dairy Farm | 4.15 | 4.47 | Neutral | DCF |
07/30/20 | DBS Vickers | Dairy Farm | 4.15 | 4.86 | Buy | Sum of parts |
08/19/20 | Macquarie | Dairy Farm | 4.21 | 5.7 | Outperform | DCF |
08/28/20 | DMG & Partners | Dairy Farm | 4.27 | 4.47 | Neutral | |
09/10/20 | CIMB | Dairy Farm | 3.85 | 4.5 | Add | PER20x FY21 |
10/22/20 | DMG & Partners | Dairy Farm | 3.78 | 4.47 | Buy | |
10/26/20 | DBS Vickers | Dairy Farm | 3.76 | 4.44 | Buy | |
12/02/20 | CIMB | Dairy Farm | 4.1 | 4.5 | Add |
Tuesday, December 29, 2020
CSE Global - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/08/20 | UOB Kay Hian | CSE Global | 0.56 | 0.7 | Buy | |
01/08/20 | DMG & Partners | CSE Global | 0.56 | 0.69 | Buy | |
02/05/20 | Lim & Tan | CSE Global | 0.51 | 0.68 | Buy | |
02/11/20 | DMG & Partners | CSE Global | 0.53 | 0.69 | Buy | DCF |
02/28/20 | DMG & Partners | CSE Global | 0.545 | 0.73 | Buy | DCF |
02/28/20 | UOB Kay Hian | CSE Global | 0.545 | 0.72 | Buy | |
02/28/20 | CIMB | CSE Global | 0.545 | 0.77 | Add | PER13.5x FY21 |
03/02/20 | DBS Vickers | CSE Global | 0.52 | 0.7 | Buy | PER12x FY20 |
03/12/20 | DBS Vickers | CSE Global | 0.465 | 0.65 | Buy | PER12x FY20 |
03/26/20 | CIMB | CSE Global | 0.35 | 0.45 | Add | |
03/30/20 | DMG & Partners | CSE Global | 0.36 | 0.73 | Buy | |
04/07/20 | DMG & Partners | CSE Global | 0.35 | 0.73 | Buy | |
04/08/20 | DMG & Partners | CSE Global | 0.38 | 0.54 | Buy | PER12x FY20 |
05/06/20 | DBS Vickers | CSE Global | 0.395 | 0.54 | Buy | PER10.6x |
06/03/20 | UOB Kay Hian | CSE Global | 0.475 | 0.65 | Buy | PER12.1x FY21 |
06/04/20 | DMG & Partners | CSE Global | 0.49 | 0.54 | Buy | PER12x FY20 |
06/04/20 | Lim & Tan | CSE Global | 0.49 | 0 | Buy | |
06/04/20 | CIMB | CSE Global | 0.49 | 0.55 | Add | |
07/17/20 | DMG & Partners | CSE Global | 0.46 | 0.54 | Buy | PER12x FY20 |
08/06/20 | DBS Vickers | CSE Global | 0.53 | 0.61 | Buy | PER10x FY21 |
08/07/20 | DMG & Partners | CSE Global | 0.535 | 0.6 | Buy | PER10.8x FY21 |
08/07/20 | UOB Kay Hian | CSE Global | 0.535 | 0.59 | Buy | PER12x FY21 |
08/11/20 | CIMB | CSE Global | 0.525 | 0.6 | Add | |
08/11/20 | Amfrasers | CSE Global | 0.525 | 0.52 | Neutral | PER12x FY21 & PB2x FY21, Cut from $0.61 |
09/07/20 | Lim & Tan | CSE Global | 0.495 | 0 | Buy | |
10/23/20 | DBS Vickers | CSE Global | 0.46 | 0.57 | Buy | PER10.2x FY21 |
11/13/20 | DBS Vickers | CSE Global | 0.45 | 0.55 | Buy | PER10.1x FY21 |
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