Date | Analyst | Company | Last | Target | Call | Valuation |
05/05/20 | Lim & Tan | Starhill | 0.48 | 0 | Hold | |
05/29/20 | DBS Vickers | Starhill | 0.46 | 0.5 | Hold | |
06/03/20 | DMG & Partners | Starhill | 0.535 | 0.63 | Buy | DDM |
07/29/20 | CIMB | Starhill | 0.475 | 0.706 | Add | DDM |
07/30/20 | OCBC | Starhill | 0.47 | 0.53 | Buy | |
08/03/20 | DMG & Partners | Starhill | 0.465 | 0.6 | Buy | DDM |
09/11/20 | DBS Vickers | Starhill | 0.455 | 0.5 | Hold | |
10/29/20 | CIMB | Starhill | 0.42 | 0.706 | Add | |
10/29/20 | Lim & Tan | Starhill | 0.42 | 0 | Buy on weakness | |
11/04/20 | OCBC | Starhill | 0.41 | 0.52 | Buy | |
12/09/20 | DBS Vickers | Starhill | 0.48 | 0.55 | Hold | |
02/01/21 | CIMB | Starhill | 0.525 | 0.66 | Add | DDM |
02/02/21 | OCBC | Starhill | 0.535 | 0.53 | Hold | |
02/18/21 | DMG & Partners | Starhill | 0.51 | 0.6 | Buy | |
02/18/21 | DBS Vickers | Starhill | 0.51 | 0.55 | Hold | |
04/27/21 | CIMB | Starhill | 0.56 | 0.683 | Add | DDM |
Monday, May 17, 2021
Starhill - Stock calls
Starburst - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
11/05/20 | UOB Kay Hian | Starburst | 0.42 | 0.61 | Buy |
ST Group Food - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
10/08/20 | UOB Kay Hian | ST Group Food | 0.109 | 0.14 | Buy |
Stock calls for 17 May 2021
Date | Analyst | Company | Last | Target | Call | Valuation |
05/17/21 | Phillip | Capitaland | 3.51 | 4.38 | Buy | Sum of parts |
05/17/21 | DMG & Partners | Capitaland | 3.51 | 4.25 | Buy | |
05/17/21 | phillip | Comfortdelgro | 1.58 | 1.83 | Buy | DCF |
05/17/21 | DMG & Partners | Food Empire | 0.84 | 1.27 | Buy | |
05/17/21 | Phillip | Ireit | 0.635 | 0.68 | Accumulate | DDM |
05/17/21 | UOB Kay Hian | Manulife US Reit | 0.73 | 0.87 | Buy | |
05/17/21 | phillip | Netlink | 0.98 | 1.03 | Accumulate | DCF |
05/17/21 | phillip | Propnex | 1.14 | 1.36 | Buy | DCF |
05/17/21 | CIMB | Propnex | 1.14 | 1.19 | Add | |
05/17/21 | DMG & Partners | Sheng Siong | 1.66 | 1.95 | Trading Buy | PER23x FY21 |
05/17/21 | UOB Kay Hian | Thai Beverage | 0.67 | 0.92 | Buy | |
05/17/21 | Kim Eng | Thai Beverage | 0.67 | 0.99 | Buy | PER20x FY21 |
05/17/21 | CIMB | Thai Beverage | 0.67 | 0.84 | Add | |
05/17/21 | DMG & Partners | Thai Beverage | 0.67 | 0.94 | Buy | |
05/17/21 | UOB Kay Hian | United Hamspire | 0.69 | 0.95 | Buy |
Singapore Nodx grew 6% y-o-y in April 2021.
Year on year changes (YOY):
April 2021: 6%
March 2021: 12.1%
February 2021: 4.2%
January 2021: 12.8%
December 2020: 6.8%
November 2020: -4.9%
October 2020: -3.1%
September 2020: 5.9%
August 2020: 7.7%
July 2020: 6%
June 2020: 16.1% (Revised to 13.9%)
May 2020: -4.6%
April 2020: 9.7%
March 2020: 17.6%
February 2020: 3% (Revised to 3.1%)
January 2020: - 3.3%
December 2019: 2.4%
November 2019: - 5.9%
October 2019: - 12.3%
September 2019: -8.1%
August 2019: - 8.9%
July 2019: -11.2%
June 2019: -17.3%
May 2019: -15.9%
April 2019: -10%
March 2019: -11.7%
February 2019: 4.9%
January 2019: -10.1%
December 2018: -8.5%
November 2018: -2.6%
October 2018: 8.3%
September 2018: 8.3%
August 2018: 5%
July 2018: 11.8% (Corrected)
June 2018: 1.1%
May 2018: 15.5%
April 2018: 11.8%
March 2018: -2.7%
February 2018: -5.9%
January 2018: 13%
December 2017: 3.1%
November 2017: 9.1%
October 2017: 20.9%
September 2017: -1.1%
August 2017: 16.7%
July 2017: 8.5%
June 2017: 8.2%
May 2017: -1.2%
Apr 2017: -0.7%
Mar 2017: 16.5%
Feb 2017: 21.1%
Saturday, May 15, 2021
Another constellation is aligning and a big financial crisis is brewing this time. - Part 12
Let's recap on Part 11 first.
http://sg-stock.blogspot.com/2021/04/another-constellation-is-aligning-and.html
1. Bloomberg predicted that QE tapering would begin in Q1 2022
2. Current vaccines would become ineffective in 2022 as predicted by scientists
3. US 10-year treasury yield would exceed 2% in 2022.
We will be adding another 2 factors to substantiate our projection that a financial crisis will happen in 2022.
4. ECB’s emergency program ends in March 2022
5. US Fed is expected to hike its interest rate in 2022 as indicated in the money market.
https://www.reuters.com/business/futures-slip-with-focus-inflation-report-2021-05-12/