Innotek - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
06/11/20	CIMB	Innotek	0.39	0.579	Add
08/18/20	CIMB	Innotek	0.39	0.478	Add
08/21/20	Lim & Tan	Innotek	0.39	0.5	Accumulate
11/12/20	UOB Kay Hian	Innotek	0.53	0.82	Buy
11/25/20	Lim & Tan	Innotek	0.56	0.72	Buy	PB1x
01/13/21	Amfrasers	Innotek	0.65	0.73	Outperform	EV/Ebita0.5x

Stock calls for 19 January 2021

Date	Analyst	Company	Last	Target	Call	Valuation
01/19/21	UOB Kay Hian	A-Reit	3.04	3.68	Buy
01/19/21	CIMB	Capitaland	3.47	3.42	Add
01/19/21	CIMB	City Developments	7.66	10.1	Add
01/19/21	CIMB	HRnetGroup	0.555	0.635	Add	PER13.2x FY22
01/19/21	DMG & Partners	Kimly	0.335	0.39	Buy
01/19/21	Kim Eng	Singtel	2.45	2.88	Buy	Sum of parts
01/19/21	CIMB	UOL	7.89	7.6	Add

What did Yellen just say?

https://www.reuters.com/article/us-usa-biden-yellen/treasury-nominee-janet-yellen-to-say-us-does-not-seek-weaker-dollar-wsj-idUSKBN29M0O7

Yellen has set the USD direction by stating that she won't seek a weak dollar.  However, President Biden has to find the money for his USD$2.8T ($1.9T+0.9T) stimulus aids.  Therefore, he has no choice but to print more USD but doing that will devalue the USD which contradicts Yellen's intention. 

What can Yellen do? She has to work with the US FED to increase the US interest rates so that the USD won't depreciate.  In view of this, the USD index has started to creep higher.

http://sg-stock.blogspot.com/2021/01/the-us-inflation-is-coming-part-3.html

IHH Healthcare - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/02/20	Kim Eng	IHH Healthcare	1.87	2.09	Buy	Sum of parts, Ringgit $6.30 target price
03/02/20	UOB Kay Hian	IHH Healthcare	1.87	1.94	Buy	Ringgit $5.86 target price
03/02/20	CIMB	IHH Healthcare	1.87	2.07	Add	Ringgit $6.26 target price
06/30/20	DBS Vickers	IHH Healthcare	1.78	2.05	Buy	Sum of parts
06/30/20	CIMB	IHH Healthcare	1.78	2.03	Add	Sum of parts, Ringgit $6.25 target price
06/30/20	Aminvestment	IHH Healthcare	1.78	2.14	Buy	DCF, Ringgit $6.58 target price
06/30/20	Kim Eng	IHH Healthcare	1.78	1.97	Buy	Ringgit $6.05 target price
09/03/20	CIMB	IHH Healthcare	1.75	2	Add	Ringgit $6.10 target price
10/14/20	Kim Eng	IHH Healthcare	1.64	1.96	Buy	Sum of parts, Ringgit $5.95 target price
11/27/20	Kim Eng	IHH Healthcare	1.82	1.96	Buy	EV/Ebitda17x, Ringgit $5.95 target price

IFS Capital - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/11/20	Amfrasers	IFS Capital	0.2	0.3	Outperform

Ifast Corp - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
02/21/20	DBS Vickers	Ifast Corp	1.02	1.1	Hold	DDM
04/24/20	DBS Vickers	Ifast Corp	0.975	1.27	Buy	DDM
06/22/20	CIMB	Ifast Corp	1.31	1.65	Add	Sum of parts
07/03/20	CIMB	Ifast Corp	1.45	1.65	Add	Sum of parts
07/24/20	DBS Vickers	Ifast Corp	1.74	2.35	Buy	DDM
07/24/20	CIMB	Ifast Corp	1.74	1.85	Add	Sum of parts
08/31/20	CIMB	Ifast Corp	2.37	2.44	Hold	Sum of parts
09/08/20	DBS Vickers	Ifast Corp	2.26	2.6	Buy	DDM
10/14/20	UOB Kay Hian	Ifast Corp	2.88	3.34	Buy
10/23/20	Lim & Tan	Ifast Corp	3.26	0	Take Profit
10/26/20	DBS Vickers	Ifast Corp	3.23	3.96	Buy	DDM
10/26/20	CIMB	Ifast Corp	3.23	3.41	Hold	PER31.2x FY21
12/08/20	DBS Vickers	Ifast Corp	2.69	3.96	Buy	DDM
12/10/20	CIMB	Ifast Corp	3.02	3.41	Hold
01/06/21	DBS Vickers	Ifast Corp	3.29	3.96	Buy
01/07/21	Lim & Tan	Ifast Corp	3.31	0	Hold
01/14/21	CIMB	Ifast Corp	3.95	4.15	Hold	PER37x FY22
01/15/21	Jefferies	Ifast Corp	4.28	4.35	Buy