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Tuesday, January 19, 2021

ISDN - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

06/01/20

CIMB

ISDN

0.235

0.279

Add

Up from $0.22

08/07/20

Amfrasers

ISDN

0.365

0.42

Outperform

PER14x FY21

08/11/20

CIMB

ISDN

0.395

0.501

Add


08/20/20

Amfrasers

ISDN

0.365

0.47

Buy

PER14x FY21

09/22/20

CIMB

ISDN

0.36

0.501

Add


10/07/20

CIMB

ISDN

0.37

0.501

Add


10/12/20

Amfrasers

ISDN

0.38

0.47

Outperform


11/06/20

CIMB

ISDN

0.395

0.648

Add


11/20/20

Amfrasers

ISDN

0.405

0.6

Outperform

PER14x FY21

01/05/21

CIMB

ISDN

0.425

0.65

Add


01/07/21

CIMB

ISDN

0.43

0.72

Add

PER12x FY22

Ireit - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/22/20

Phillip

Ireit

0.815

0.885

Accumulate

DDM

02/14/20

Phillip

Ireit

0.865

0.885

Accumulate

DDM

03/03/20

DMG & Partners

Ireit

0.785

0.92

Buy

DDM

03/13/20

Phillip

Ireit

0.715

0.89

Accumulate


04/13/20

DMG & Partners

Ireit

0.64

0.83

Buy

DDM

05/15/20

Phillip

Ireit

0.66

0.77

Buy

DDM

05/21/20

DMG & Partners

Ireit

0.68

0.83

Buy

DDM

06/23/20

DMG & Partners

Ireit

0.735

0.83

Buy


08/13/20

Phillip

Ireit

0.72

0.68

Neutral


09/14/20

Phillip

Ireit

0.69

0.68

Neutral


10/19/20

Phillip

Ireit

0.61

0.68

Neutral


11/13/20

Phillip

Ireit

0.615

0.68

Accumulate

DDM

11/17/20

DMG & Partners

Ireit

0.625

0.7

Buy

DDM

01/18/21

Phillip

Ireit

0.66

0.68

Accumulate


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


Monday, January 18, 2021

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