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Tuesday, June 1, 2021

Ascendas Reit - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

05/04/20

Phillip

A-Reit

2.97

3.18

Accumulate

DDM

06/02/20

DBS Vickers

A-Reit

3.16

3.45

Buy


06/04/20

Jefferies

A-Reit

3.16

3.1

Buy


06/09/20

OCBC

A-Reit

3.26

3.52

Buy


06/23/20

DMG & Partners

A-Reit

3.13

3

Neutral


06/23/20

Jefferies

A-Reit

3.13

3.5

Add


06/26/20

Morgan Stanley

A-Reit

3.11

3.1

Overweight


07/01/20

DBS Vickers

A-Reit

3.17

3.45

Buy


07/09/20

DMG & Partners

A-Reit

3.3

3

Neutral

DDM

07/13/20

OCBC

A-Reit

3.26

3.52

Buy


07/16/20

Kim Eng

A-Reit

3.34

3.35

Buy


07/24/20

CIMB

A-Reit

3.43

3.12

Hold


07/24/20

Jefferies

A-Reit

3.43

3.8

Buy


07/24/20

DBS Vickers

A-Reit

3.43

4

Buy

DCF

07/24/20

Kim Eng

A-Reit

3.43

3.7

Buy

DDM

07/24/20

OCBC

A-Reit

3.43

3.92

Buy


07/24/20

UOB Kay Hian

A-Reit

3.43

3.65

Buy


07/24/20

Jefferies

A-Reit

3.43

3.8

Buy


07/27/20

Phillip

A-Reit

3.48

3.63

Accumulate

DDM

08/07/20

DBS Vickers

A-Reit

3.48

4

Buy


08/28/20

Macquarie

A-Reit

3.3

4

Outperform


08/31/20

Kim Eng

A-Reit

3.31

4

Buy


09/02/20

DBS Vickers

A-Reit

3.34

4

Buy

DCF

09/14/20

Phillip

A-Reit

3.27

3.63

Accumulate


10/07/20

DBS Vickers

A-Reit

3.24

4

Buy


10/16/20

OCBC

A-Reit

3.25

3.92

Buy


10/19/20

Phillip

A-Reit

3.23

3.63

Accumulate


10/27/20

CIMB

A-Reit

3.03

3.2

Add

DDM

10/27/20

Jefferies

A-Reit

3.03

3.8

Buy


10/27/20

Kim Eng

A-Reit

3.03

4

Buy


10/27/20

Lim & Tan

A-Reit

3.03

0

Accumulate


10/27/20

UOB Kay Hian

A-Reit

3.03

3.65

Buy


11/02/20

Phillip

A-Reit

2.88

3.61

Buy

DDM

11/03/20

DBS Vickers

A-Reit

2.94

4

Buy


11/11/20

Macquarie

A-Reit

3.19

4

Outperform


11/11/20

OCBC

A-Reit

3.19

3.92

Buy


11/11/20

Kim Eng

A-Reit

3.19

4

Buy

DDM

11/11/20

CIMB

A-Reit

3.19

3.2

Add

DDM

11/11/20

UOB Kay Hian

A-Reit

3.19

3.68

Buy


12/09/20

Kim Eng

A-Reit

2.93

4

Buy


12/14/20

Lim & Tan

A-Reit

2.93

0

Accumulate


01/05/21

Kim Eng

A-Reit

2.98

4

Buy


01/18/21

Phillip

A-Reit

3.04

3.61

Buy


01/19/21

UOB Kay Hian

A-Reit

3.04

3.68

Buy


02/03/21

UOB Kay Hian

A-Reit

3.1

3.68

Buy


02/03/21

DBS Vickers

A-Reit

3.1

4

Buy

DCF

02/03/21

Kim Eng

A-Reit

3.1

4

Buy

DDM

02/03/21

DMG & Partners

A-Reit

3.1

3.15

Neutral

Up from $3

02/03/21

CIMB

A-Reit

3.1

3.25

Add

DDM

02/03/21

Lim & Tan

A-Reit

3.1

0

Accumulate


02/08/21

Phillip

A-Reit

3.11

3.73

Buy

DDM

03/17/21

OCBC

A-Reit

2.97

3.89

Buy


03/18/21

Macquarie

A-Reit

3.05

3.25

Outperform


03/18/21

UOB Kay Hian

A-Reit

3.05

3.82

Buy

DDM

03/18/21

Kim Eng

A-Reit

3.05

3.6

Buy


03/18/21

CIMB

A-Reit

3.05

3.3

Add


03/18/21

DMG & Partners

A-Reit

3.07

3.2

Neutral

PB1.4x FY21

03/22/21

DBS Vickers

A-Reit

3.08

4

Buy


03/23/21

Phillip

A-Reit

3.08

3.64

Buy

DDM

04/09/21

OCBC

A-Reit

3.08

3.84

Buy


04/13/21

Phillip

A-Reit

3.06

3.64

Buy


04/26/21

Kim Eng

A-Reit

3.11

3.65

Buy

DDM

04/28/21

UOB Kay Hian

A-Reit

3.11

3.82

Buy

DDM

05/18/21

Kim Eng

A-Reit

2.9

3.65

Buy


05/25/21

Phillip

A-Reit

2.92

3.64

Buy


Yoma - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

05/15/20

DBS Vickers

Yoma

0.197

0.5

Buy


06/22/20

Phillip

Yoma

0.245

0.46

Buy

Sum of parts (20% discount)

06/25/20

DBS Vickers

Yoma

0.3

0.5

Buy

PER12x FY20

08/21/20

Phillip

Yoma

0.29

0.46

Buy

Sum of parts (20% discount)

10/05/20

Phillip

Yoma

0.275

0.46

Buy


12/02/20

Phillip

Yoma

0.275

0.46

Buy

Sum of parts (20% discount)

01/05/21

Phillip

Yoma

0.285

0.46

Buy


02/05/21

Phillip

Yoma

0.2

0.34

Buy

Sum of parts (20% discount)

03/10/21

Phillip

Yoma

0.157

0.156

Neutral

PB0.45x

05/19/21

Phillip

Yoma

0.146

0.147

Neutral

PB0.45x

Stock calls for 1 June 2021

Date

Analyst

Company

Last

Target

Call

Valuation

06/01/21

CIMB

Boustead

1.22

1.4

Add

Sum of parts (20% discount)

06/01/21

CIMB

Capitaland

3.66

4.04

Add

RNAV (35% discount)

06/01/21

CIMB

Comfortdelgro

1.7

1.82

Add


06/01/21

CIMB

UOL

7.39

7.91

Add

RNAV

06/01/21

DBS Vickers

Valuetronics

0.625

0.6

Hold

PER9.7x FY22

06/01/21

UOB Kay Hian

Valuetronics

0.625

0.66

Hold


06/01/21

Kim Eng

Valuetronics

0.625

0.6

Hold


06/01/21

CIMB

Valuetronics

0.625

0.504

Reduce


Denmark was caught spying on EU for the US.

https://www.theguardian.com/world/2021/may/31/denmark-helped-us-spy-on-angela-merkel-and-european-allies-report

Hahaha!  Snowden had revealed this before but the US still continued to spy on the EU.

This is how the US treats its allies.

Monday, May 31, 2021

The US FED is under tremendous pressure to conduct QE tapering sooner than expected. Here's why!

Daily Reverse Repo: 


From the above chart, the US FED is getting a daily inflow of funds (a few hundred billion) instead of the FED's pronouncement to inject US$120B (Treasuries & MBS purchases) every month into the financial system.  This shows that bank lendings have slowed to a crawl and investors cannot find attractive returns elsewhere but to return the excess fund to the US FED.  This denotes excessive liquidity in the US financial system which the US FED has to address.  In a nutshell, there is no purpose to inject US$120B every month now as the US FED is getting a few hundred billion back daily.

We had already highlighted this in April 2021.

http://sg-stock.blogspot.com/2021/04/the-us-fed-is-draining-short-term-cash.html

Yanlord - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

06/29/20

Amfrasers

Yanlord

1.16

1.3

Outperform

Sum of parts

07/07/20

DBS Vickers

Yanlord

1.31

1.11

Hold


07/17/20

Amfrasers

Yanlord

1.34

1.45

Outperform

RNAV

08/18/20

OCBC

Yanlord

1.3

1.41

Buy


08/24/20

Amfrasers

Yanlord

1.25

1.52

Outperform


03/04/21

OCBC

Yanlord

1.16

1.24

Hold