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Thursday, December 2, 2021

CDL Hospitality - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/06/21

DBS Vickers

CDL Hospitality

1.24

1.4

Buy


02/01/21

DBS Vickers

CDL Hospitality

1.23

1.35

Buy


02/01/21

CIMB

CDL Hospitality

1.23

1.24

Hold


02/01/21

DMG & Partners

CDL Hospitality

1.23

1.25

Neutral


02/03/21

OCBC

CDL Hospitality

1.24

1.4

Buy


03/09/21

OCBC

CDL Hospitality

1.2

1.4

Buy


03/26/21

CIMB

CDL Hospitality

1.24

1.43

Add

PB1.1x

05/03/21

OCBC

CDL Hospitality

1.25

1.38

Buy


05/03/21

CIMB

CDL Hospitality

1.25

1.43

Add


05/03/21

DMG & Partners

CDL Hospitality

1.25

1.25

Neutral


05/03/21

Kim Eng

CDL Hospitality

1.25

1.3

Hold


06/02/21

DBS Vickers

CDL Hospitality

1.2

1.35

Buy


07/07/21

CIMB

CDL Hospitality

1.26

1.43

Add


07/07/21

OCBC

CDL Hospitality

1.26

1.34

Buy


08/02/21

CIMB

CDL Hospitality

1.21

1.32

Add

DDM

08/02/21

Kim Eng

CDL Hospitality

1.21

1.2

Hold

DDM

08/03/21

DBS Vickers

CDL Hospitality

1.2

1.35

Buy


09/01/21

DBS Vickers

CDL Hospitality

1.17

1.35

Buy

DCF

09/01/21

CIMB

CDL Hospitality

1.17

1.32

Add


09/01/21

Kim Eng

CDL Hospitality

1.17

1.2

Hold


09/01/21

DMG & Partners

CDL Hospitality

1.17

1.25

Neutral


09/01/21

OCBC

CDL Hospitality

1.17

1.36

Buy


11/02/21

OCBC

CDL Hospitality

1.2

1.34

Buy


11/05/21

DMG & Partners

CDL Hospitality

1.19

1.25

Neutral


11/17/21

UOB Kay Hian

CDL Hospitality

1.26

1.24

Hold


Stock calls for 2 December 2021

Date

Analyst

Company

Last

Target

Call

Valuation

12/02/21

Kim Eng

AEM

5.15

6.23

Buy


12/02/21

Kim Eng

Aztech

0.965

1.26

Buy


12/02/21

Kim Eng

Frencken

2.12

2.5

Buy


12/02/21

Lim & Tan

Sembcorp Industries

1.93

2.57

Buy


12/02/21

CIMB

SIA

4.82

5.86

Add


12/02/21

Lim & Tan

Spindex

1.18

1.45

Buy


12/02/21

Kim Eng

UMS

1.49

1.71

Buy


12/02/21

Kim Eng

Venture

18.63

19.18

Hold


12/02/21

Citi Research

Yangzijiang

1.29

1.8

Buy

Sum of parts

Omicron has been detected in California!

https://www.cnbc.com/2021/12/01/us-confirms-nations-first-case-of-omicron-covid-variant-in-california.html

The US has detected its first omicron and the infected person is fully vaccinated.   This is unsurprising because Israel has a few infected people who received 3 vaccine shots.

CapitaRetail China - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/04/21

DBS Vickers

CapitaRetail China

1.39

1.7

Buy


02/01/21

DBS Vickers

CapitaRetail China

1.38

1.55

Buy


02/03/21

OCBC

CapitaRetail China

1.37

1.58

Buy


04/30/21

OCBC

CapitaRetail China

1.39

1.55

Buy


07/30/21

OCBC

CapitaRetail China

1.38

1.56

Buy


10/08/21

DBS Vickers

CapitaRetail China

1.24

1.6

Buy

RNAV

10/13/21

Lim & Tan

CapitaRetail China

1.25

0

Accumulate


Capitaland Investment - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

09/21/21

Citi Research

Capitaland Investment

2.95

4.65

Buy


09/21/21

UOB Kay Hian

Capitaland Investment

2.95

3.64

Buy

Sum of parts

09/22/21

Amfrasers

Capitaland Investment

3.16

3.45

Buy

RNAV (17.5% disc)

09/23/21

Goldman Sachs

Capitaland Investment

3.26

3.64

Buy


09/23/21

Morgan Stanley

Capitaland Investment

3.26

3.75

Overweight


09/23/21

Macquarie

Capitaland Investment

3.26

3.6

Outperform

RNAV

10/01/21

Goldman Sachs

Capitaland Investment

3.4

3.64

Buy


10/01/21

HSBC

Capitaland Investment

3.4

3.9

Buy

PER25x

10/06/21

Macquarie

Capitaland Investment

3.4

3.6

Outperform

RNAV

10/08/21

OCBC

Capitaland Investment

3.4

3.83

Buy

Sum of parts

10/12/21

Citi Research

Capitaland Investment

3.35

4.65

Buy


10/18/21

Phillip

Capitaland Investment

3.41

4

Accumulate

Sum of parts

11/08/21

Phillip

Capitaland Investment

3.43

4

Accumulate

Sum of parts