Ireit - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
05/15/20	Phillip	Ireit	0.66	0.77	Buy	DDM
05/21/20	DMG & Partners	Ireit	0.68	0.83	Buy	DDM
06/23/20	DMG & Partners	Ireit	0.735	0.83	Buy
08/13/20	Phillip	Ireit	0.72	0.68	Neutral
09/14/20	Phillip	Ireit	0.69	0.68	Neutral
10/19/20	Phillip	Ireit	0.61	0.68	Neutral
11/13/20	Phillip	Ireit	0.615	0.68	Accumulate	DDM
11/17/20	DMG & Partners	Ireit	0.625	0.7	Buy	DDM
01/18/21	Phillip	Ireit	0.66	0.68	Accumulate
02/22/21	Phillip	Ireit	0.645	0.68	Accumulate
03/01/21	Phillip	Ireit	0.655	0.7	Accumulate	DDM
05/06/21	DBS Vickers	Ireit	0.64	0.76	Buy	DCF
05/17/21	Phillip	Ireit	0.635	0.68	Accumulate	DDM
06/18/21	Amfrasers	Ireit	0.65	0.69	Outperform

Stock calls for 5 July 2021

Date	Analyst	Company	Last	Target	Call	Valuation
07/05/21	Citi Research	Ascendas India Trust	1.44	1.82	Buy
07/05/21	Macquarie	DBS	30.08	30.5	Neutral
07/05/21	Kim Eng	Frencken	1.84	2	Buy
07/05/21	Amfrasers	ISDN	0.73	0.85	Outperform	PER14x
07/05/21	Citi Research	Lendlease Reit	0.865	0.93	Buy	DDM
07/05/21	UOB Kay Hian	Netlink	0.955	1.08	Buy
07/05/21	Macquarie	OCBC	11.88	14.1	Outperform
07/05/21	UOB Kay Hian	Singtel	2.27	2.84	Buy	DCF
07/05/21	CIMB	ST Engineering	3.85	4.41	Add
07/05/21	Lim & Tan	Top Glove	1.31	0	Hold
07/05/21	Kim Eng	UMS	1.53	1.8	Buy
07/05/21	Macquarie	UOB	25.85	30	Outperform
07/05/21	Kim Eng	Venture	19.03	22	Buy

Baltic dry index - 3285

Related stock: Sembcorp Marine, Cosco & Pan ocean.

 

US rig count (weekly) - 475

 Related stock: Semborp Marine & Cosco.

Innotek - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
06/11/20	CIMB	Innotek	0.39	0.579	Add
08/18/20	CIMB	Innotek	0.39	0.478	Add
08/21/20	Lim & Tan	Innotek	0.39	0.5	Accumulate
11/12/20	UOB Kay Hian	Innotek	0.53	0.82	Buy
11/25/20	Lim & Tan	Innotek	0.56	0.72	Buy	PB1x
01/13/21	Amfrasers	Innotek	0.65	0.73	Outperform	EV/Ebita5x, PE13.5x FY21
02/09/21	UOB Kay Hian	Innotek	0.74	0.82	Buy	PER10x FY21
03/04/21	Lim & Tan	Innotek	0.695	0	Accumulate on weakness
04/19/21	UOB Kay Hian	Innotek	0.9	1.2	Buy	PER12x FY22
05/21/21	Amfrasers	Innotek	0.905	1.12	Outperform	EV/Ebitda5.5x, PER14.3x FY22
06/07/21	UOB Kay Hian	Innotek	0.955	1.2	Buy
07/02/21	UOB Kay Hian	Innotek	0.96	1.2	Buy

IHH Healthcare - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
06/30/20	DBS Vickers	IHH Healthcare	1.78	2.05	Buy	Sum of parts
06/30/20	CIMB	IHH Healthcare	1.78	2.03	Add	Sum of parts, Ringgit $6.25 target price
06/30/20	Aminvestment	IHH Healthcare	1.78	2.14	Buy	DCF, Ringgit $6.58 target price
06/30/20	Kim Eng	IHH Healthcare	1.78	1.97	Buy	Ringgit $6.05 target price
09/03/20	CIMB	IHH Healthcare	1.75	2	Add	Ringgit $6.10 target price
10/14/20	Kim Eng	IHH Healthcare	1.64	1.96	Buy	Sum of parts, Ringgit $5.95 target price
11/27/20	Kim Eng	IHH Healthcare	1.82	1.96	Buy	EV/Ebitda17x, Ringgit $5.95 target price
03/01/21	Kim Eng	IHH Healthcare	1.69	2.07	Buy	Sum of parts, Ringgit $6.30 target price
06/02/21	UOB Kay Hian	IHH Healthcare	1.75	1.82	Buy	Ringgit $5.70 target price