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Thursday, August 19, 2021

UG Healthcare - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

06/23/20

CIMB

UG Healthcare

0.785

1.36

Buy

PER15x CY21

07/09/20

CIMB

UG Healthcare

1.8

2.1

Add


07/28/20

Phillip

UG Healthcare

1.75

2.7

Buy

PER15x FY21

08/13/20

Phillip

UG Healthcare

2.98

4.15

Buy

PER15x FY21

09/01/20

Lim & Tan

UG Healthcare

2.28

0

Accumulate


09/08/20

CIMB

UG Healthcare

2.45

4.8

Add


11/09/20

Phillip

UG Healthcare

0.965

1.35

Buy

PER14x FY22, Stock split 1-into-3

11/24/20

CIMB

UG Healthcare

0.68

1.7

Add


11/24/20

DMG & Partners

UG Healthcare

0.68

1.37

Buy


01/12/21

CIMB

UG Healthcare

0.665

1.7

Add


02/08/21

Phillip

UG Healthcare

0.79

1.03

Buy

PER7x FY22

02/08/21

CIMB

UG Healthcare

0.79

1.7

Add


02/08/21

DMG & Partners

UG Healthcare

0.79

0.95

Buy


03/23/21

DMG & Partners

UG Healthcare

0.59

0.75

Buy

DCF

05/12/21

CIMB

UG Healthcare

0.655

1.2

Add

DCF

05/14/21

Phillip

UG Healthcare

0.67

0.85

Buy

PER7x FY22

06/29/21

DMG & Partners

UG Healthcare

0.585

0.61

Neutral

DCF

07/13/21

CIMB

UG Healthcare

0.56

1.2

Add


Tuan Sing - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

06/16/20

DBS Vickers

Tuan Sing

0.235

0.38

Buy

Sum of parts

08/11/20

DBS Vickers

Tuan Sing

0.275

0.44

Buy

Sum of parts

09/15/20

DBS Vickers

Tuan Sing

0.295

0.44

Buy

Sum of parts

01/06/21

DBS Vickers

Tuan Sing

0.315

0.44

Buy


03/09/21

DBS Vickers

Tuan Sing

0.315

0.46

Buy

Sum of parts

05/05/21

DBS Vickers

Tuan Sing

0.405

0.54

Buy

Sum of parts

08/10/21

DBS Vickers

Tuan Sing

0.545

0.66

Buy

Sum of parts (10% discount)

Stock calls for 19 August 2021

Date

Analyst

Company

Last

Target

Call

Valuation

08/18/21

DMG & Partners

APAC Realty

0.93

0.88

Neutral

PER13x

08/18/21

UOB Kay Hian

Centurion

0.335

0.43

Buy

PB0.6x

08/18/21

CIMB

China Sunsine

0.52

0.68

Buy


08/18/21

DBS Vickers

Hong Leong Asia

0.85

1.02

Buy

Sum of parts

08/18/21

UOB Kay Hian

Lendlease Reit

0.85

1.01

Buy

DDM

08/18/21

UOB Kay Hian

Nanofilm

3.82

4

Hold


08/18/21

Jefferies

Nanofilm

3.82

4.25

Hold


08/18/21

Lim & Tan

Propnex

1.88

2.19

Accumulate

PER13.5x FY21

08/18/21

Kim Eng

Q&M

0.805

1.03

Buy


08/18/21

Amfrasers

Rex

0.191

0.33

Outperform

DCF

08/18/21

Kim Eng

Sasseur

0.925

1.05

Buy


08/18/21

phillip

Sembcorp Industries

1.97

2.01

Neutral

PB1x FY21

08/18/21

SAC Capital

United Global

0.4

0.445

Hold


08/18/21

OCBC

Venture

19.14

21.66

Buy


Wednesday, August 18, 2021

Let's look at how much NED spent on anti-China campaigns in 2020.

 A picture is worth a thousand words!  Let's take a look.

Singapore Nodx grew 12.7% yoy in July 2021.

https://www.channelnewsasia.com/business/singapore-exports-rise-127-july-2021-nodx-2117381

Year on year changes (YOY):

July 2021: 12.7%

June 2021: 15.9%

May 2021: 8.8%

April 2021: 6%

March 2021: 12.1%

February 2021: 4.2%

January 2021: 12.8%

December 2020: 6.8%

November 2020: -4.9%

October 2020: -3.1%

September 2020: 5.9%

August 2020: 7.7%

July 2020: 6%

June 2020: 16.1% (Revised to 13.9%)

May 2020: -4.6%

April 2020: 9.7%

March 2020: 17.6%

February 2020: 3% (Revised to 3.1%)

January 2020: - 3.3%

December 2019: 2.4%

November 2019: - 5.9%

October 2019: - 12.3%

September 2019: -8.1%

August 2019: - 8.9%

July 2019: -11.2%

June 2019: -17.3%

May 2019: -15.9%

April 2019: -10%

March 2019: -11.7%

February 2019: 4.9%

January 2019: -10.1%

December 2018: -8.5%

November 2018: -2.6%

October 2018: 8.3%

September 2018: 8.3%

August 2018: 5%

July 2018: 11.8% (Corrected)

June 2018: 1.1%

May 2018: 15.5%

April 2018: 11.8%

March 2018: -2.7%

February 2018: -5.9%

January 2018: 13%

December 2017: 3.1%

November 2017: 9.1%

October 2017: 20.9%

September 2017: -1.1%

August 2017: 16.7%

July 2017: 8.5%

June 2017: 8.2%

May 2017: -1.2%

Apr 2017: -0.7%

Mar 2017: 16.5%

Feb 2017: 21.1%