Date | Analyst | Company | Last | Target | Call | Valuation |
02/05/21 | CIMB | Frasers Logistics | 1.22 | 1.57 | Add | DDM |
02/11/21 | OCBC | Frasers Logistics | 1.41 | 1.62 | Buy | |
02/23/21 | DBS Vickers | Frasers Logistics | 1.41 | 1.85 | Buy | |
03/09/21 | CIMB | Frasers Logistics | 1.37 | 1.57 | Add | |
03/17/21 | OCBC | Frasers Logistics | 1.4 | 1.62 | Buy | |
04/12/21 | CIMB | Frasers Logistics | 1.47 | 1.57 | Add | DDM |
04/21/21 | DBS Vickers | Frasers Logistics | 1.47 | 1.85 | Buy | DCF |
05/07/21 | DBS Vickers | Frasers Logistics | 1.47 | 1.85 | Buy | DCF |
05/11/21 | CIMB | Frasers Logistics | 1.48 | 1.57 | Add | |
05/24/21 | Lim & Tan | Frasers Logistics | 1.44 | 1.65 | Accumulate | |
06/23/21 | UOB Kay Hian | Frasers Logistics | 1.38 | 1.79 | Buy | DDM |
06/23/21 | DBS Vickers | Frasers Logistics | 1.38 | 1.85 | Buy | |
07/02/21 | UOB Kay Hian | Frasers Logistics | 1.43 | 1.79 | Buy | |
08/05/21 | DBS Vickers | Frasers Logistics | 1.52 | 1.85 | Buy | DCF |
08/10/21 | UOB Kay Hian | Frasers Logistics | 1.52 | 1.79 | Buy | DDM |
08/11/21 | CIMB | Frasers Logistics | 1.53 | 1.62 | Add | |
08/11/21 | OCBC | Frasers Logistics | 1.53 | 1.6 | Buy | |
09/20/21 | UOB Kay Hian | Frasers Logistics | 1.49 | 1.79 | Buy | |
10/19/21 | UOB Kay Hian | Frasers Logistics | 1.48 | 1.79 | Buy | DDM |
11/11/21 | DBS Vickers | Frasers Logistics | 1.48 | 1.85 | Buy | |
11/12/21 | UOB Kay Hian | Frasers Logistics | 1.52 | 1.79 | Buy | DDM |
Friday, December 17, 2021
Frasers Logistics - Stock calls
Stock calls for 17 December 2021
Date | Analyst | Company | Last | Target | Call | Valuation |
12/17/21 | Macquarie | Capitaland Integrated Commercial Trust | 1.99 | 2.65 | Outperform | |
12/17/21 | Macquarie | Capitaland Investment | 3.43 | 4.2 | Outperform | |
12/17/21 | Lim & Tan | Capitaland Investment | 3.43 | 4 | Accumulate | |
12/17/21 | DMG & Partners | Comfortdelgro | 1.38 | 1.9 | Buy | |
12/17/21 | Macquarie | DBS | 32.33 | 36 | outperform | |
12/17/21 | Macquarie | Jardine C&C | 21.2 | 26.5 | Outperform | Sum of parts |
12/17/21 | Macquarie | Lendlease Reit | 0.89 | 1 | Outperform | |
12/17/21 | Lim & Tan | Oxley | 0.183 | 0.28 | Buy | |
12/17/21 | Macquarie | SGX | 9.35 | 12.8 | Outperform | DDM |
12/17/21 | Macquarie | Singtel | 2.43 | 2.83 | outperform | Sum of parts |
12/17/21 | Macquarie | Thai Beverage | 0.665 | 0.86 | Outperform | Sum of parts |
12/17/21 | DMG & Partners | Wilmar | 4.13 | 5.05 | Buy |
Singapore's Nodx surged 24.2% y-o-y in November 2021.
https://sg.finance.yahoo.com/news/1-singapores-nov-exports-surge-004726871.html
Year on year changes (YOY):
November 2021: 24.2%
October 2021: 17.9%
September 2021: 12.3%
August 2021: 2.7%
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%
Thursday, December 16, 2021
Synopsis of US FED meeting.
Let's take a look at the latest FED dot plot chart first. Basically, the chart is showing that there will be 3 rate hikes in 2022 and up to 4 rate hikes in 2023.
Let's compare the latest chart with the previous chart. We could see that nobody was projecting the interest rate to hit beyond 0.75% in 2022 in the previous chart.
GDP and PCE data:
Frasers Hospitality Trust - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
04/13/21 | DBS Vickers | Frasers Hospitality Trust | 0.555 | 0.85 | Buy | |
05/04/21 | DBS Vickers | Frasers Hospitality Trust | 0.54 | 0.65 | Buy | DCF |
12/06/21 | DBS Vickers | Frasers Hospitality Trust | 0.47 | 0.65 | Buy | DCF |