Netlink - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
05/08/20	DBS Vickers	Netlink	1	1.02	Hold	DCF
05/11/20	phillip	Netlink	0.985	1.03	Accumulate	DCF
05/11/20	UOB Kay Hian	Netlink	0.985	1.08	Buy
06/26/20	Morgan Stanley	Netlink	0.975	1	Overweight
07/13/20	OCBC	Netlink	0.98	1.1	Buy
07/28/20	Kim Eng	Netlink	0.965	1.08	Buy	DDM
08/07/20	DBS Vickers	Netlink	0.97	1.02	Hold	DCF
08/07/20	Kim Eng	Netlink	0.97	1.07	Buy	DDM
08/07/20	OCBC	Netlink	0.97	1.1	Buy
08/11/20	phillip	Netlink	0.965	1.03	Accumulate	DCF
08/11/20	UOB Kay Hian	Netlink	0.965	1.08	Buy	DCF
08/13/20	CIMB	Netlink	0.965	1.1	Add
10/05/20	phillip	Netlink	0.97	1.03	Accumulate
10/13/20	UOB Kay Hian	Netlink	0.98	1.08	Buy
11/09/20	UOB Kay Hian	Netlink	0.975	1.08	Buy	DCF
11/09/20	Lim & Tan	Netlink	0.975	0	Hold
11/10/20	Kim Eng	Netlink	0.98	1.11	Buy	DDM
11/10/20	DBS Vickers	Netlink	0.98	1.02	Hold	DCF
11/10/20	OCBC	Netlink	0.98	1.1	Buy
11/11/20	phillip	Netlink	0.975	1.03	Accumulate	DCF
11/11/20	CIMB	Netlink	0.975	1.1	Add
12/01/20	Kim Eng	Netlink	0.965	1.11	Buy
12/11/20	CIMB	Netlink	0.96	1.1	Add	DDM
01/26/21	UOB Kay Hian	Netlink	0.96	1.08	Buy	DCF
02/26/21	CIMB	Netlink	0.94	1.1	Add	DDM
02/26/21	OCBC	Netlink	0.94	1.1	Buy
02/26/21	Kim Eng	Netlink	0.94	1.11	Buy
05/12/21	UOB Kay Hian	Netlink	0.98	1.08	Buy	DCF
05/12/21	Lim & Tan	Netlink	0.98	0	Hold
05/14/21	CIMB	Netlink	0.975	1.1	Buy
05/14/21	Kim Eng	Netlink	0.975	1.13	Buy
05/14/21	OCBC	Netlink	0.975	1.1	Buy
05/17/21	phillip	Netlink	0.98	1.03	Accumulate	DCF
06/18/21	UOB Kay Hian	Netlink	0.955	1.08	Buy	DCF
07/05/21	UOB Kay Hian	Netlink	0.955	1.08	Buy

Stock calls for 21 July 2021

Date	Analyst	Company	Last	Target	Call	Valuation
07/21/21	DMG & Partners	Capitaland	3.88	4.4	Buy
07/21/21	UOB Kay Hian	Comfortdelgro	1.57	1.9	Buy	Sum of parts
07/21/21	Macquarie	DBS	29.58	31.5	Neutral
07/21/21	Kim Eng	Mapletree Logistics	2.1	2.35	Buy	DDM
07/21/21	OCBC	Mapletree Logistics	2.1	2.1	Hold
07/21/21	Jefferies	Mapletree Logistics	2.1	2.4	Buy
07/21/21	UOB Kay Hian	Mapletree Logistics	2.1	2.08	Hold
07/21/21	Lim & Tan	Mapletree Logistics	2.1	0	Hold
07/21/21	UOB Kay Hian	SPH	1.8	2	Buy	Sum of parts
07/21/21	Lim & Tan	SPH	1.8	0	Accumulate

Janet Yellen will be removing the US-China tariffs soon.

https://www.bloombergquint.com/global-economics/yellen-expresses-doubts-on-results-of-trump-s-china-trade-deal

As stated previously in our post and youtube videos, the US had to remove the US-China tariffs to contain the US inflation since the US inflation was not transitory.

Janet Yellen is testing the water now by discrediting the US-China trade deal.

http://sg-stock.blogspot.com/2021/06/why-did-us-treasury-secretary-contacted.html

Nanofilm - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
11/26/20	UOB Kay Hian	Nanofilm	3.1	4.07	Buy	PEG
12/10/20	UOB Kay Hian	Nanofilm	3.53	4.52	Buy	PER38.7x FY21
12/14/20	CIMB	Nanofilm	3.9	5.52	Add	PER35.3x FY22
03/02/21	UOB Kay Hian	Nanofilm	4.86	5.51	Buy	PER35x FY22
03/03/21	CIMB	Nanofilm	5.04	5.52	Add
03/18/21	DBS Vickers	Nanofilm	4.65	6.22	Buy	PEG1.13x
04/19/21	CIMB	Nanofilm	5.17	5.52	Add
06/25/21	DBS Vickers	Nanofilm	5.28	6.22	Buy

MM2 Asia - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
06/02/20	DBS Vickers	MM2 Asia	0.175	0.14	Fully Valued	Sum of parts, PER6x FY21
11/16/20	DBS Vickers	MM2 Asia	0.17	0.13	Fully Valued	Sum of parts, PER10x FY22
02/22/21	DBS Vickers	MM2 Asia	0.083	0.089	Hold	Sum of parts
04/28/21	UOB Kay Hian	MM2 Asia	0.073	0.098	Buy	Sum of parts
05/31/21	DBS Vickers	MM2 Asia	0.062	0.067	Hold
06/07/21	UOB Kay Hian	MM2 Asia	0.068	0.095	Buy	Sum of parts