Date | Analyst | Company | Last | Target | Call | Valuation |
05/28/20 | Macquarie | Keppel Corp | 6.03 | 7 | Outperform | |
05/29/20 | DBS Vickers | Keppel Corp | 5.97 | 6.8 | Buy | |
05/29/20 | CIMB | Keppel Corp | 5.97 | 7.48 | Add | Sum of parts |
05/29/20 | DMG & Partners | Keppel Corp | 5.97 | 7.3 | Buy | |
06/02/20 | UOB Kay Hian | Keppel Corp | 5.96 | 7.15 | Buy | |
06/09/20 | Lim & Tan | Keppel Corp | 6.23 | 0 | Buy | |
07/07/20 | DMG & Partners | Keppel Corp | 6.16 | 7.3 | Buy | |
07/14/20 | Macquarie | Keppel Corp | 6.01 | 7 | Outperform | Sum of parts |
07/27/20 | Lim & Tan | Keppel Corp | 5.71 | 0 | Buy on weakness | |
08/03/20 | UOB Kay Hian | Keppel Corp | 5.4 | 7.1 | Buy | Sum of parts |
08/03/20 | DMG & Partners | Keppel Corp | 5.4 | 7.3 | Buy | Sum of parts |
08/03/20 | DBS Vickers | Keppel Corp | 5.4 | 6.4 | Buy | sum of parts, PB1x |
08/03/20 | CIMB | Keppel Corp | 5.4 | 6.46 | Add | Sum of parts |
08/03/20 | OCBC | Keppel Corp | 5.4 | 6.4 | Buy | |
08/11/20 | Amfrasers | Keppel Corp | 5.4 | 6.34 | Outperform | Sum of parts |
08/11/20 | DBS Vickers | Keppel Corp | 5.4 | 5.5 | Hold | Sum of parts, PB1x |
08/11/20 | Lim & Tan | Keppel Corp | 5.4 | 0 | Hold | |
08/11/20 | UOB Kay Hian | Keppel Corp | 5.4 | 6.7 | Buy | Sum of parts |
09/02/20 | Lim & Tan | Keppel Corp | 4.55 | 0 | Accumulate | |
09/22/20 | Lim & Tan | Keppel Corp | 4.19 | 0 | Buy | |
09/22/20 | CIMB | Keppel Corp | 4.19 | 6.46 | Add | Sum of parts |
09/22/20 | UOB Kay Hian | Keppel Corp | 4.19 | 6.3 | Buy | Sum of parts |
09/30/20 | DBS Vickers | Keppel Corp | 4.3 | 5.5 | Buy | Sum of parts, PB0.9x FY20 |
10/02/20 | Lim & Tan | Keppel Corp | 4.51 | 0 | Buy | |
10/12/20 | CIMB | Keppel Corp | 4.49 | 6.46 | Add | Sum of parts |
10/12/20 | Lim & Tan | Keppel Corp | 4.49 | 5.63 | Buy | Sum of parts |
10/29/20 | UOB Kay Hian | Keppel Corp | 4.34 | 6.3 | Buy | |
10/30/20 | DBS Vickers | Keppel Corp | 4.27 | 5.5 | Buy | Sum of parts |
11/03/20 | OCBC | Keppel Corp | 4.34 | 6 | Buy | |
11/03/20 | CIMB | Keppel Corp | 4.34 | 6.46 | Add | Sum of parts |
11/23/20 | Lim & Tan | Keppel Corp | 5.15 | 0 | Buy | |
12/03/20 | Phillip | Keppel Corp | 5.15 | 6.12 | Buy | Sum of parts |
12/04/20 | Lim & Tan | Keppel Corp | 5.15 | 0 | Accumulate | |
01/05/21 | Phillip | Keppel Corp | 5.42 | 6.12 | Buy | |
01/25/21 | UOB Kay Hian | Keppel Corp | 5.64 | 6.3 | Buy | |
01/29/21 | UOB Kay Hian | Keppel Corp | 5.46 | 6.1 | Buy | |
01/29/21 | CIMB | Keppel Corp | 5.46 | 6.4 | Add | Sum of parts |
01/29/21 | DBS Vickers | Keppel Corp | 5.46 | 5.85 | Hold | Sum of parts, PB1.1x FY21 |
01/29/21 | OCBC | Keppel Corp | 5.46 | 5.2 | Hold | |
01/29/21 | Lim & Tan | Keppel Corp | 5.46 | 0 | Accumulate | |
02/01/21 | Phillip | Keppel Corp | 5.01 | 6.12 | Buy | Sum of parts (10% discount), PB1x FY21 |
03/17/21 | UOB Kay Hian | Keppel Corp | 5.18 | 6.1 | Buy | PB |
03/17/21 | OCBC | Keppel Corp | 5.18 | 5.5 | Buy | |
03/17/21 | Lim & Tan | Keppel Corp | 5.22 | 0 | Buy | |
03/31/21 | CIMB | Keppel Corp | 5.34 | 6.4 | Add | Sum of parts |
04/23/21 | CIMB | Keppel Corp | 5.33 | 6.4 | Add | Sum of parts |
04/23/21 | UOB Kay Hian | Keppel Corp | 5.33 | 6.37 | Buy | |
04/23/21 | DBS Vickers | Keppel Corp | 5.33 | 6.2 | Buy | PB1x |
04/23/21 | Lim & Tan | Keppel Corp | 5.33 | 0 | Accumulate | |
04/26/21 | Phillip | Keppel Corp | 5.45 | 6.12 | Buy | Sum of parts (10% discount), PB1x FY21 |
05/05/21 | CIMB | Keppel Corp | 5.33 | 6.4 | Add | Sum of parts |
05/11/21 | Lim & Tan | Keppel Corp | 5.31 | 0 | Accumulate | |
06/08/21 | CIMB | Keppel Corp | 5.35 | 6.4 | Add | |
06/09/21 | Phillip | Keppel Corp | 5.29 | 6.12 | Buy | Sum of parts (10% discount), PB1x FY21 |
06/09/21 | UOB Kay Hian | Keppel Corp | 5.29 | 6.37 | Buy | Sum of parts |
06/25/21 | OCBC | Keppel Corp | 5.11 | 6.33 | Buy | |
06/28/21 | Phillip | Keppel Corp | 5.4 | 6.2 | Buy | Sum of parts (10% discount), PB1x FY21 |
06/28/21 | DBS Vickers | Keppel Corp | 5.4 | 6.2 | Buy | PB1x |
06/29/21 | Macquarie | Keppel Corp | 5.6 | 5.44 | Neutral | |
07/06/21 | Phillip | Keppel Corp | 5.37 | 6.12 | Buy | |
07/07/21 | UOB Kay Hian | Keppel Corp | 5.42 | 6.37 | Buy |
Thursday, July 8, 2021
Keppel Corp - Stock calls
Jumbo - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
05/18/20 | DMG & Partners | Jumbo | 0.25 | 0.19 | Sell | DCF |
05/18/20 | DBS Vickers | Jumbo | 0.25 | 0.21 | Fully Valued | PER18x FY21 |
05/18/20 | CIMB | Jumbo | 0.25 | 0.2 | Reduce | |
06/16/20 | DMG & Partners | Jumbo | 0.29 | 0.19 | Sell | |
08/28/20 | DMG & Partners | Jumbo | 0.345 | 0.19 | Sell | |
09/11/20 | DBS Vickers | Jumbo | 0.325 | 0.21 | Fully Valued | |
11/27/20 | DBS Vickers | Jumbo | 0.32 | 0.22 | Fully Valued | PER20x FY21 |
11/30/20 | UOB Kay Hian | Jumbo | 0.33 | 0.27 | Sell | |
11/30/20 | DMG & Partners | Jumbo | 0.33 | 0.19 | Sell | DCF |
05/20/21 | DBS Vickers | Jumbo | 0.34 | 0.21 | Fully Valued | PER18x FY22 |
Stock calls for 8 July 2021
Date | Analyst | Company | Last | Target | Call | Valuation |
07/08/21 | CIMB | GKE | 0.145 | 0.21 | Add | |
07/08/21 | UOB Kay Hian | Golden Energy | 0.34 | 0.54 | Buy |
The US Fed minutes showed that the fed was behind the inflation curve.
https://www.cnbc.com/2021/07/07/federal-reserve-releases-minutes-of-its-june-15-16-meeting.html
The US FED is indulging in self-deception which will cause more volatilities for the stock market.
We had analyzed the US inflation issues in our first 3 videos below.
If the US FED doesn't want to conduct QE tapering and raise its benchmark rates, the only solution left will be to remove the US-China tariffs in Q3 2021 to contain the US inflation. We had already stated this solution in our video.
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