Singtel - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
01/03/20	DBS Vickers	Singtel	3.4	3.6	Buy
01/14/20	DMG & Partners	Singtel	3.27	3.5	Neutral
01/15/20	UOB Kay Hian	Singtel	3.25	3.32	Hold	DCF, Buy @ $3
01/15/20	DBS Vickers	Singtel	3.25	3.8	Buy	Sum of parts
02/10/20	DBS Vickers	Singtel	3.32	3.8	Buy
02/10/20	UOB Kay Hian	Singtel	3.32	3.32	Hold	DCF
02/14/20	DMG & Partners	Singtel	3.28	3.45	Neutral	Sum of parts
02/14/20	UOB Kay Hian	Singtel	3.28	3.2	Hold	Buy @ $3
02/14/20	DBS Vickers	Singtel	3.28	3.63	Buy
02/14/20	Lim & Tan	Singtel	3.28	0	Hold
02/17/20	Phillip	Singtel	3.22	3.18	Neutral	Sum of parts
02/19/20	Macquarie	Singtel	3.17	3.77	outperform
02/19/20	Citi Research	Singtel	3.17	3.77	Buy
02/19/20	OCBC	Singtel	3.17	3.61	Buy
03/05/20	Macquarie	Singtel	2.97	3.77	outperform
03/05/20	DBS Vickers	Singtel	2.97	3.52	Buy	Sum of parts
03/26/20	DBS Vickers	Singtel	2.6	2.8	Buy	Sum of parts
03/30/20	DBS Vickers	Singtel	2.57	2.85	Buy
03/30/20	Citi Research	Singtel	2.57	3.62	Buy
04/01/20	CIMB	Singtel	2.54	3.4	Add	Sum of parts
04/03/20	UOB Kay Hian	Singtel	2.62	3	Buy	DCF
04/20/20	DBS Vickers	Singtel	2.76	3.02	Buy	Sum of parts
04/24/20	DMG & Partners	Singtel	2.75	3.3	Buy	Sum of parts
05/18/20	CIMB	Singtel	2.66	3.4	Add	Sum of parts
05/22/20	DBS Vickers	Singtel	2.68	3.22	Buy	Sum of parts
05/22/20	Citi Research	Singtel	2.68	3.72	Buy
05/29/20	DBS Vickers	Singtel	2.51	3.09	Buy
05/29/20	UOB Kay Hian	Singtel	2.51	2.8	Buy	DCF
05/29/20	DMG & Partners	Singtel	2.51	3.4	Buy	Sum of parts
05/29/20	Lim & Tan	Singtel	2.51	2.45	Hold
05/29/20	OCBC	Singtel	2.51	3.24	Buy
05/29/20	Citi Research	Singtel	2.51	3.65	Buy
06/01/20	Phillip	Singtel	2.49	2.44	Neutral	Sum of parts
06/25/20	DBS Vickers	Singtel	2.53	3.09	Buy
07/02/20	Lim & Tan	Singtel	2.47	0	Buy
07/03/20	DBS Vickers	Singtel	2.51	3.09	Buy
07/13/20	OCBC	Singtel	2.51	3.24	Buy
07/28/20	UOB Kay Hian	Singtel	2.5	2.8	Buy	DCF
08/04/20	DBS Vickers	Singtel	2.45	3.04	Buy	Sum of parts
08/12/20	CIMB	Singtel	2.36	3.4	Add
08/18/20	DMG & Partners	Singtel	2.4	3.2	Buy	Sum of parts
08/18/20	DBS Vickers	Singtel	2.4	2.85	Buy	Sum of parts
08/18/20	Citi Research	Singtel	2.4	3.45	Buy
08/19/20	Phillip	Singtel	2.35	2.44	Neutral	Sum of parts
08/19/20	CIMB	Singtel	2.35	3.1	Add	Sum of parts
08/19/20	OCBC	Singtel	2.35	3.08	Buy
09/07/20	DBS Vickers	Singtel	2.27	2.69	Buy
09/08/20	Lim & Tan	Singtel	2.24	0	Buy
09/14/20	CIMB	Singtel	2.25	3.1	Add	Sum of parts
10/02/20	DMG & Partners	Singtel	2.15	3.1	Buy	Sum of parts
10/02/20	DBS Vickers	Singtel	2.15	2.69	Buy	Sum of parts (10% discount)
10/27/20	Citi Research	Singtel	2.12	3.5	Buy
11/03/20	CIMB	Singtel	2	3.1	Add	Sum of parts
11/13/20	Lim & Tan	Singtel	2.23	0	Buy
11/13/20	UOB Kay Hian	Singtel	2.23	2.8	Buy	DCF
11/13/20	DBS Vickers	Singtel	2.23	2.69	Buy	Sum of parts (10% discount)
11/16/20	Phillip	Singtel	2.3	2.44	Neutral	Sum of parts
11/16/20	OCBC	Singtel	2.3	2.85	Buy
11/16/20	CIMB	Singtel	2.3	3.1	Add	Sum of parts
11/17/20	DMG & Partners	Singtel	2.31	3.1	Buy
12/02/20	Kim Eng	Singtel	2.36	2.88	Buy
12/07/20	CIMB	Singtel	2.34	3.1	Add	Sum of parts
12/07/20	UOB Kay Hian	Singtel	2.34	2.84	Buy	DCF
12/07/20	Lim & Tan	Singtel	2.34	0	Buy
12/08/20	DBS Vickers	Singtel	2.41	2.75	Buy	Sum of parts (10% discount)
01/11/21	UOB Kay Hian	Singtel	2.46	2.8	Buy	DCF
01/19/21	Kim Eng	Singtel	2.45	2.88	Buy	Sum of parts
01/26/21	UOB Kay Hian	Singtel	2.45	2.84	Buy	DCF
02/10/21	CIMB	Singtel	2.41	3.1	Add	Sum of parts
02/11/21	UOB Kay Hian	Singtel	2.4	2.84	Buy
02/11/21	Lim & Tan	Singtel	2.4	0	Buy
02/15/21	Phillip	Singtel	2.38	2.44	Neutral	Sum of parts
02/15/21	Kim Eng	Singtel	2.38	2.88	Buy	Sum of parts
02/15/21	DMG & Partners	Singtel	2.38	3.1	Buy

Singapore Post - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
02/10/20	UOB Kay Hian	Singapore Post	0.89	0.99	Hold	Sum of parts
02/10/20	DBS Vickers	Singapore Post	0.89	0.85	Hold	PER17x FY21
02/10/20	OCBC	Singapore Post	0.89	0.96	Hold
05/11/20	DBS Vickers	Singapore Post	0.74	0.64	Fully Valued	PER17x FY21
06/19/20	UOB Kay Hian	Singapore Post	0.775	0.8	Hold	Sum of parts, Buy @ $0.7
06/19/20	OCBC	Singapore Post	0.775	0.75	Hold
07/29/20	DBS Vickers	Singapore Post	0.74	0.64	Fully Valued	DCF, PER17x FY21
08/12/20	DBS Vickers	Singapore Post	0.7	0.64	Fully Valued	DCF, PER17x FY21
08/13/20	UOB Kay Hian	Singapore Post	0.71	0.76	Hold	Buy @ $0.66
09/17/20	DBS Vickers	Singapore Post	0.675	0.64	Fully Valued	DCF
10/20/20	CIMB	Singapore Post	0.69	0.77	Add
10/20/20	DBS Vickers	Singapore Post	0.69	0.64	Fully Valued	DCF, PER14x FY22
11/06/20	Lim & Tan	Singapore Post	0.675	0	Hold
11/09/20	DBS Vickers	Singapore Post	0.67	0.6	Fully Valued	DCF, PER14x FY22
11/09/20	CIMB	Singapore Post	0.67	0.7	Hold
11/11/20	OCBC	Singapore Post	0.685	0.71	Hold
02/05/21	UOB Kay Hian	Singapore Post	0.69	0.75	Hold	Buy @ $0.66
02/05/21	DBS Vickers	Singapore Post	0.69	0.74	Hold	DCF

Singapore o&g - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
07/03/20	Amfrasers	Singapore o&g	0.26	0.4	Neutral	PER16x
08/19/20	Amfrasers	Singapore o&g	0.245	0.25	Neutral	PER16x

Stock calls for 18 February 2021

Date	Analyst	Company	Last	Target	Call	Valuation
02/18/21	DBS Vickers	CSE Global	0.5	0.55	Buy
02/18/21	Phillip	First Sponsor	1.33	1.56	Buy	Sum of parts (20% discount)
02/18/21	UOB Kay Hian	Oxley	0.235	0.37	Buy
02/18/21	Lim & Tan	Prime US Reit	0.81	0	Accumulate
02/18/21	DMG & Partners	Starhill	0.51	0.6	Buy
02/18/21	DBS Vickers	Starhill	0.51	0.55	Hold

Pfizer has finally come clean about its vaccine efficacy.

https://www.channelnewsasia.com/news/world/pfizer-says-south-african-covid-19-variant-could-significantly-14223676

The B1351 variant will reduce Pfizer's vaccine efficacy by 2/3.  What a significant reduction!

AstraZeneca's vaccine has proven to be ineffective against B1351.

https://www.swissinfo.ch/eng/reuters/south-africa-puts-astrazeneca-vaccinations-on-hold-over-variant-data/46352372

https://www.channelnewsasia.com/news/world/swiss-delay-astrazeneca-covid-19-vaccine-approval-order-more-14106346

Why did China clamp down on Ant's IPO? - Part 3

https://timesofindia.indiatimes.com/business/international-business/china-blocked-jack-mas-ant-ipo-after-investigation-revealed-likely-beneficiaries-report/articleshow/81035644.cms#:~:text=China%20blocked%20Jack%20Ma's%20Ant%20IPO%20after%20investigation%20revealed%20likely%20beneficiaries%3A%20Report,-TIMESOFINDIA.COM%20%7C%20Updated&text=Jiang%20Zhicheng%20is%20the%20grandson,WSJ%20said%20in%20its%20report.

WSJ had publicized a report on Ant's ownership structure and it corroborated our previous posting.

http://sg-stock.blogspot.com/2020/11/why-did-china-clamp-down-on-ants-ipo.html

BBC fabricated fake report to smear China.

https://news.cgtn.com/news/2021-02-04/China-lodges-stern-representations-to-BBC-over-COVID-19-fake-news--XBUVoHw6ZO/index.html

BBC used China's anti-terrorism exercise footage to smear China by stating that China violated human rights.

I didn't expect BBC to degenerate to such a low level and it's no longer a trustworthy news broadcasting channel anymore.

Therefore, I support China's move to ban BBC in China.

https://news.yahoo.com/china-bans-bbc-news-broadcasts-181338657.html

Speeding kills! If you truly love your beloved ones, do not speed!

The recent fatal Tanjong Pagar car accident. 

This fatal car accident sends a very loud and clear message: Speeding kills!

Singapore Medical - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
02/25/20	DMG & Partners	Singapore Medical	0.32	0.35	Neutral	PER11.3x FY20
05/26/20	DMG & Partners	Singapore Medical	0.23	0.25	Neutral	PER9.8x FY21
07/08/20	Amfrasers	Singapore Medical	0.24	0.34	outperform	PER11x FY21
08/11/20	Amfrasers	Singapore Medical	0.26	0.25	Neutral	PER16x
08/21/20	Lim & Tan	Singapore Medical	0.245	0	Accumulate
01/11/21	UOB Kay Hian	Singapore Medical	0.33	0.46	Buy	Up from $0.37