Thai Beverage - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
10/05/20	Phillip	Thai Beverage	0.595	0.82	Buy
10/13/20	DBS Vickers	Thai Beverage	0.585	0.9	Buy	DCF
11/26/20	DBS Vickers	Thai Beverage	0.72	0.93	Buy	Sum of parts
11/27/20	UOB Kay Hian	Thai Beverage	0.745	0.85	Buy	Sum of parts
11/27/20	CIMB	Thai Beverage	0.745	0.87	Add
11/27/20	DMG & Partners	Thai Beverage	0.745	0.82	Buy
11/30/20	Phillip	Thai Beverage	0.75	0.86	Buy	PER18x FY21
12/08/20	OCBC	Thai Beverage	0.73	0.89	Buy
01/04/21	DBS Vickers	Thai Beverage	0.74	0.93	Buy
01/05/21	Phillip	Thai Beverage	0.73	0.86	Buy
01/18/21	UOB Kay Hian	Thai Beverage	0.775	0.85	Buy	Sum of parts
02/08/21	CIMB	Thai Beverage	0.82	0.872	Add	Sum of parts
02/15/21	Phillip	Thai Beverage	0.785	0.86	Accumulate	PER18x FY21
02/15/21	UOB Kay Hian	Thai Beverage	0.785	0.95	Buy	Sum of parts
02/15/21	DMG & Partners	Thai Beverage	0.785	0.94	Buy
03/29/21	Kim Eng	Thai Beverage	0.72	0.95	Buy
04/20/21	UOB Kay Hian	Thai Beverage	0.72	0.92	Buy	Sum of parts
04/20/21	CIMB	Thai Beverage	0.72	0.95	Add	PER20x FY21
04/21/21	Kim Eng	Thai Beverage	0.715	0.95	Buy
05/17/21	UOB Kay Hian	Thai Beverage	0.67	0.92	Buy
05/17/21	Kim Eng	Thai Beverage	0.67	0.99	Buy	PER20x FY21
05/17/21	CIMB	Thai Beverage	0.67	0.84	Add
05/17/21	DMG & Partners	Thai Beverage	0.67	0.94	Buy
05/18/21	Phillip	Thai Beverage	0.695	0.86	Buy	PER18x FY21
06/28/21	UOB Kay Hian	Thai Beverage	0.685	0.92	Buy	Sum of parts
07/06/21	Kim Eng	Thai Beverage	0.68	0.99	Buy
07/12/21	UOB Kay Hian	Thai Beverage	0.665	0.92	Buy	Sum of parts
08/16/21	UOB Kay Hian	Thai Beverage	0.665	0.92	Buy	Sum of parts
08/17/21	Kim Eng	Thai Beverage	0.685	0.99	Buy
08/17/21	CIMB	Thai Beverage	0.685	0.84	Add
08/17/21	DBS Vickers	Thai Beverage	0.685	0.92	Buy
08/19/21	OCBC	Thai Beverage	0.68	0.91	Buy
08/23/21	Phillip	Thai Beverage	0.67	0.86	Buy	PER18x FY21
08/27/21	DMG & Partners	Thai Beverage	0.69	0.94	Buy
08/22/21	CIMB	Thai Beverage	0.65	0.84	Add
09/23/21	CIMB	Thai Beverage	0.645	0.84	Add	PER19x CY22
10/22/21	UOB Kay Hian	Thai Beverage	0.705	0.92	Buy	Sum of parts
10/27/21	CIMB	Thai Beverage	0.715	0.84	Add

Talkmed - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
11/18/20	DMG & Partners	Talkmed	0.45	0.49	Hold

Stock calls for 11 November 2021

Date	Analyst	Company	Last	Target	Call	Valuation
11/11/21	DBS Vickers	AEM	4.19	4.98	Buy
11/11/21	CIMB	AEM	4.19	5.84	Add	PER14.92x
11/11/21	Macquarie	Comfortdelgro	1.61	1.93	Outperform	sum of parts, fair value $1.75
11/11/21	DBS Vickers	Frasers Logistics	1.48	1.85	Buy
11/11/21	OCBC	Mapletree Logistics	1.96	2.1	Buy
11/11/21	UOB Kay Hian	Propnex	1.9	2.17	Buy	PER12.6x
11/11/21	DBS Vickers	Propnex	1.9	1.84	Hold	PER12x FY22
11/11/21	CIMB	Propnex	1.9	2.07	Hold
11/11/21	DBS Vickers	Q&M	0.56	1	Buy
11/11/21	DBS Vickers	Riverstone	0.79	1.2	Buy	PER10x FY22/23
11/11/21	DMG & Partners	Riverstone	0.79	0.65	Sell
11/11/21	UOB Kay Hian	SPH	2.16	2.35	Accept offer	offer price $2.35
11/11/21	CIMB	ST Engineering	3.84	4.54	Add	DCF
11/11/21	DBS Vickers	Starhub	1.26	1.6	Buy
11/11/21	CIMB	Starhub	1.26	1.7	Add	DCF
11/11/21	DBS Vickers	Valuetronics	0.57	0.55	Hold	PER11x FY22
11/11/21	Kim Eng	Valuetronics	0.57	0.5	Sell
11/11/21	CIMB	Valuetronics	0.57	0.533	Reduce
11/11/21	UOB Kay Hian	Valuetronics	0.57	0.52	Hold