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Tuesday, March 16, 2021

Bumitama - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

05/13/20

DMG & Partners

Bumitama

0.435

0.43

Neutral

PER12x FY20

05/13/20

DBS Vickers

Bumitama

0.435

0.66

Buy

DCF

05/13/20

Kim Eng

Bumitama

0.435

0.78

Buy

PER14.5x FY20

06/26/20

DMG & Partners

Bumitama

0.44

0.48

Neutral

PER12x FY21

07/27/20

DMG & Partners

Bumitama

0.495

0.6

Buy

PER13x FY21

08/17/20

DMG & Partners

Bumitama

0.51

0.65

Buy

PER11x FY21

08/17/20

Kim Eng

Bumitama

0.51

0.74

Buy


08/18/20

DBS Vickers

Bumitama

0.515

0.66

Buy

DCF

08/25/20

UOB Kay Hian

Bumitama

0.515

0.52

Hold


11/03/20

DMG & Partners

Bumitama

0.455

0.65

Buy

PER10x FY21

11/11/20

Kim Eng

Bumitama

0.5

0.78

Buy

PER13x FY21

11/11/20

UOB Kay Hian

Bumitama

0.5

0.55

Hold

PER10x FY21, Buy @ $0.5

11/11/20

DBS Vickers

Bumitama

0.5

0.66

Buy

DCF

01/06/21

DBS Vickers

Bumitama

0.52

0.66

Buy


01/06/21

DMG & Partners

Bumitama

0.52

0.6

Buy


02/22/21

Lim & Tan

Bumitama

0.54

0

Accumulate


02/23/21

Kim Eng

Bumitama

0.535

0.65

Buy


02/23/21

UOB Kay Hian

Bumitama

0.535

0.65

Buy


02/23/21

DMG & Partners

Bumitama

0.535

0.45

Sell


03/15/21

DBS Vickers

Bumitama

0.475

0.66

Buy


Stock calls for 16 March 2021

Date

Analyst

Company

Last

Target

Call

Valuation

03/16/21

Lim & Tan

GL Ltd

0.8

1.16

Accept Offer

Offer $0.80

03/16/21

CIMB

Hongkong Land

5.15

5.7

Add

RNAV (45% discount), Up from $5.30

03/16/21

DBS Vickers

SIA

5.63

3.6

Fully Valued


03/16/21

UOB Kay Hian

UMS

1.2

1.65

Buy


Global rate hikes are coming!




Some emerging markets, European countries, and Russia will be raising their interest rates in 2021.  The biggest market mover will be China's rate hike but China has shown no such indication yet except that it is conducting monetary tightening now.  All these rate hikes run counter to the US monetary policy of maintaining US rates till 2023.

After getting the US$1.9T stimulus bill passed, Biden will continue to pile up the US debts by proposing an infrastructure bill and a green energy bill that will cost trillions.  Therefore, the US has to offer much higher interest rates for these trillion dollars propaganda since foreigners are losing their interests in US debts.


Monday, March 15, 2021

Is China really implementing monetary tightening?

China's M1 supply had shrunk by 5.4% in February 2021 from January 2021.

Therefore, we can confirm that China has already started its monetary tightening as announced.

Bukit Sembawang - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

09/03/20

Lim & Tan

Bukit Sembawang

3.69

0

Buy


10/16/20

Lim & Tan

Bukit Sembawang

3.55

0

Buy


10/23/20

DBS Vickers

Bukit Sembawang

3.51

5.44

Buy

RNAV (55% discount)

11/11/20

Lim & Tan

Bukit Sembawang

3.66

0

Buy


02/02/21

Lim & Tan

Bukit Sembawang

4.12

5.57

Buy

RNAV

BRC Asia - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

05/22/20

UOB Kay Hian

BRC Asia

1.15

1.52

Buy


08/07/20

CIMB

BRC Asia

1.13

1.35

Add


08/28/20

Lim & Tan

BRC Asia

1.12

1.25

Hold

DCF

11/30/20

Lim & Tan

BRC Asia

1.39

0

Accumulate


12/01/20

UOB Kay Hian

BRC Asia

1.37

1.88

Buy


12/03/20

CIMB

BRC Asia

1.4

1.9

Add


02/05/21

UOB Kay Hian

BRC Asia

1.6

2

Buy


02/08/21

Lim & Tan

BRC Asia

1.59

1.9

Accumulate


02/22/21

Phillip

BRC Asia

1.59

1.87

Buy

PER11x FY21

03/11/21

CIMB

BRC Asia

1.58

1.9

Add

PB1.57x FY21