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Saturday, September 4, 2021

Stock calls for 3 September 2021

Date

Analyst

Company

Last

Target

Call

Valuation

09/03/21

Macquarie

Comfortdelgro

1.61

1.93

Outperform

Sum of parts

09/03/21

CIMB

CSE Global

0.475

0.61

Add


09/03/21

DMG & Partners

Genting

0.78

0.92

Buy


09/03/21

SAC Capital

OTS

0.3

0.4

Buy


09/03/21

Lim & Tan

SGX

10.08

0

Hold


09/03/21

DBS Vickers

Singapore Post

0.655

0.69

Hold


09/03/21

Amfrasers

Sunpower

0.605

1.22

outperform

DCF

09/03/21

DBS Vickers

Yangzijiang

1.66

1.95

Buy


Thursday, September 2, 2021

Bukit Sembawang - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

10/16/20

Lim & Tan

Bukit Sembawang

3.55

0

Buy


10/23/20

DBS Vickers

Bukit Sembawang

3.51

5.44

Buy

RNAV (55% discount)

11/11/20

Lim & Tan

Bukit Sembawang

3.66

0

Buy


02/02/21

Lim & Tan

Bukit Sembawang

4.12

5.57

Buy

RNAV

04/22/21

DBS Vickers

Bukit Sembawang

4.67

5.44

Buy


05/27/21

Lim & Tan

Bukit Sembawang

4.61

5.57

Buy

RNAV

06/08/21

DBS Vickers

Bukit Sembawang

4.95

5.44

Buy


06/10/21

DBS Vickers

Bukit Sembawang

5.16

5.92

Buy

RNAV (45% discount)

06/25/21

Lim & Tan

Bukit Sembawang

5.22

6

Buy

RNAV (58% disc)

07/06/21

Lim & Tan

Bukit Sembawang

5.26

6

Buy

RNAV (58% disc)

BRC Asia - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

11/30/20

Lim & Tan

BRC Asia

1.39

0

Accumulate


12/01/20

UOB Kay Hian

BRC Asia

1.37

1.88

Buy


12/03/20

CIMB

BRC Asia

1.4

1.9

Add


02/05/21

UOB Kay Hian

BRC Asia

1.6

2

Buy


02/08/21

Lim & Tan

BRC Asia

1.59

1.9

Accumulate


02/22/21

Phillip

BRC Asia

1.59

1.87

Buy

PER11x FY21

03/11/21

CIMB

BRC Asia

1.58

1.9

Add

PB1.57x FY21

05/11/21

UOB Kay Hian

BRC Asia

1.54

2

Buy


05/12/21

Phillip

BRC Asia

1.54

1.87

Buy

PER11x FY21

06/24/21

Lim & Tan

BRC Asia

1.48

1.9

Accumulate


08/06/21

CIMB

BRC Asia

1.46

1.9

Add


08/06/21

Lim & Tan

BRC Asia

1.46

1.9

Accumulate


08/11/21

UOB Kay Hian

BRC Asia

1.51

2

Buy


08/30/21

Phillip

BRC Asia

1.52

1.79

Buy

PER11x FY22

Boustead Projects - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

11/17/20

CIMB

Boustead Projects

0.8

0.95

Add

RNAV (50% discount)

01/04/21

CIMB

Boustead Projects

0.805

1.33

Add

RNAV (30% discount)

05/27/21

CIMB

Boustead Projects

1.11

1.4

Add


Stock calls for 2 September 2021

Date

Analyst

Company

Last

Target

Call

Valuation

09/02/21

SAC Capital

Advancer Global

0.13

0.128

Hold

Cut from $0.134

09/02/21

CIMB

Elite ComReit

0.675

0.826

Add

DDM

09/02/21

UOB Kay Hian

Food Empire

0.78

1.3

Buy


09/02/21

CIMB

Hong Leong Asia

0.87

1.05

Add

Sum of parts, PER10.5x CY22

09/02/21

DBS Vickers

Lendlease Reit

0.89

1.05

Buy

DCF

09/02/21

DBS Vickers

SBS Transit

3.03

3.44

Hold

PB1.74x

09/02/21

DBS Vickers

Tuan Sing

0.49

0.66

Buy

Sum of parts (10% discount)

09/02/21

Macquarie

UOB

25.65

31.8

Outperform

PB