Starhill - Stock calls

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

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.

https://www.theedgesingapore.com/capital/singapore-economy/singapores-nodx-falls-short-expectations-60-growth-april

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%

Baltic dry index - 2939

 Related stock: Sembcorp Marine, Cosco & Pan ocean.

US rig count (weekly) - 453

 Related stock: Sembcorp Marine & Cosco.

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/

https://www.kitco.com/news/2021-05-12/Eurodollar-futures-price-in-Fed-hike-by-December-2022-after-inflation-spike.html