Date | Analyst | Company | Last | Target | Call | Valuation |
06/24/20 | Lim & Tan | Micro-Mechanics | 1.78 | 0 | Buy on weakness | |
08/31/20 | Lim & Tan | Micro-Mechanics | 2.07 | 0 | Buy on weakness | |
09/07/20 | Phillip | Micro-Mechanics | 2.2 | 2.5 | Buy | PER18x FY21 |
09/18/20 | UOB Kay Hian | Micro-Mechanics | 2.28 | 2.01 | Hold | EV/Ebitda9.1x, Buy @ $1.70 |
10/02/20 | Lim & Tan | Micro-Mechanics | 2.3 | 0 | Hold | |
11/02/20 | Phillip | Micro-Mechanics | 2.66 | 2.93 | Accumulate | PER18x FY21, Ex-cash |
02/01/21 | Lim & Tan | Micro-Mechanics | 3.64 | 0 | Hold | |
02/02/21 | UOB Kay Hian | Micro-Mechanics | 3.75 | 2.87 | Sell | |
02/08/21 | Phillip | Micro-Mechanics | 3.58 | 3.35 | Neutral | PER21x FY21, Ex-cash |
05/03/21 | Phillip | Micro-Mechanics | 3.33 | 3.02 | Neutral | PER21x FY21, Ex-cash |
Monday, July 19, 2021
Micro-Mechanics - Stock calls
Stock calls for 19 July 2021
Date | Analyst | Company | Last | Target | Call | Valuation |
07/19/21 | DMG & Partners | Dairy Farm | 4.09 | 4.78 | Buy | |
07/19/21 | UOB Kay Hian | DBS | 30.12 | 35.6 | Buy | |
07/19/21 | UOB Kay Hian | First Resources | 1.33 | 1.65 | Buy | |
07/19/21 | DBS Vickers | Fu Yu | 0.305 | 0.4 | Buy | |
07/19/21 | UOB Kay Hian | OCBC | 12.07 | 15.52 | Buy |
Sunday, July 18, 2021
Why is Singapore including Sinovac in its official national vaccination program soon?
Saturday, July 17, 2021
Who are the culprits behind the China vaccine smearing campaign?
It looks like Pfizer and Reuters are behind the smearing campaign against China vaccines because the Chairman of Reuters is also a board member of Pfizer.
SG Ministry of Health and the Health Minister Ong are facing some heat now for favouring US vaccines and badmouthing Sinovac.
The world health organization also reprimanded countries that didn't recognize and/or discriminate against its approved vaccines.
Even our ex-minister George Yeo couldn't tolerate Reuter's reporting and he made a remark about it on his FB.
The recent Lancet publication showed that Sinovac had 83.5% efficacy.
https://healthpolicy-watch.news/sinovac-vaccine/
Ho Ching, PM Lee's wife, also republicized the Lancet publication on her FB.
https://www.facebook.com/100005335308340/posts/1807336619454164/
It seemed that there might be some internal conflict within the PAP party because Ho Ching could have a closed-door meeting with the health minister to discuss the SG vaccination program instead of defending Sinovac on her FB.
Ho Ching is doing what's right for SG but some people are not.
Friday, July 16, 2021
Mermaid - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
07/29/20 | Amfrasers | Mermaid | 0.07 | 0.085 | Neutral | Sum of parts |
Medtecs - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
12/08/20 | DBS Vickers | Medtecs | 0.905 | 1.3 | Buy | PER9.5x FY21/22 |
03/03/21 | DBS Vickers | Medtecs | 0.955 | 1.25 | Buy | PER9.5x FY21/22 |
05/07/21 | DBS Vickers | Medtecs | 1.03 | 0.92 | Hold | PER10x FY22, Cut from $1.05 |
Stock calls for 16 July 2021
Date | Analyst | Company | Last | Target | Call | Valuation |
07/16/21 | Phillip | Fortress Minerals | 0.68 | 0.81 | Buy | PER10x FY22 |
07/16/21 | UOB Kay Hian | Frasers Centrepoint Trust | 2.46 | 3.06 | Buy | DDM |
07/16/21 | Phillip | HRnetGroup | 0.77 | 1 | Buy | PER14x FY21 |
07/16/21 | Lim & Tan | KSH | 0.375 | 0 | Accumulate | |
07/16/21 | UOB Kay Hian | Mapletree Industrial | 2.87 | 3.62 | Buy | DDM |
07/16/21 | CIMB | SPH Reit | 0.945 | 1.06 | Add | |
07/16/21 | Kim Eng | SPH Reit | 0.945 | 0.8 | Hold |
Blackrock versus Janet Yellen
Thursday, July 15, 2021
Marco Polo - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
08/27/20 | UOB Kay Hian | Marco Polo | 0.016 | 0.02 | Buy | |
06/16/21 | DMG & Partners | Marco Polo | 0.02 | 0.041 | Buy | |
07/14/21 | UOB Kay Hian | Marco Polo | 0.029 | 0.036 | Buy | PB |