Date | Analyst | Company | Last | Target | Call | Valuation |
01/12/21 | UOB Kay Hian | Genting | 0.86 | 1.08 | Buy | EV/Ebitda11x FY21 |
01/13/21 | Macquarie | Genting | 0.87 | 0.95 | outperform | EV/Ebitda |
01/29/21 | Kim Eng | Genting | 0.865 | 0.95 | Buy | DCF |
02/10/21 | Kim Eng | Genting | 0.89 | 0.92 | Hold | DCF |
02/10/21 | UOB Kay Hian | Genting | 0.89 | 1.08 | Buy | EV/Ebita |
02/10/21 | CIMB | Genting | 0.89 | 1.05 | Add | EV/Ebita9.5x CY22 |
02/10/21 | DMG & Partners | Genting | 0.89 | 0.94 | Neutral | |
02/10/21 | Citi Research | Genting | 0.89 | 1.04 | Buy | |
02/11/21 | OCBC | Genting | 0.865 | 1.02 | Buy | EV/Ebitda8.5x FY21 |
05/10/21 | UOB Kay Hian | Genting | 0.85 | 1.08 | Buy | EV/Ebitda |
05/10/21 | CIMB | Genting | 0.85 | 1 | Add | EV/Ebitda9.5x FY22 |
05/10/21 | DBS Vickers | Genting | 0.85 | 0.95 | Buy | Sum of parts |
05/10/21 | Kim Eng | Genting | 0.85 | 0.86 | Hold | DCF |
05/10/21 | DMG & Partners | Genting | 0.85 | 0.92 | Neutral | |
05/10/21 | Citi Research | Genting | 0.85 | 1.01 | Buy | |
05/12/21 | OCBC | Genting | 0.81 | 0.96 | Buy | EV/Ebitda8.5x FY22 |
06/02/21 | DBS Vickers | Genting | 0.855 | 0.95 | Buy | |
06/02/21 | Kim Eng | Genting | 0.855 | 1.16 | Buy | DCF |
06/02/21 | Amfrasers | Genting | 0.855 | 0.95 | Buy | Buy @ $0.84 |
08/04/21 | UOB Kay Hian | Genting | 0.8 | 1.08 | Buy | |
08/10/21 | Kim Eng | Genting | 0.79 | 1.16 | Buy | DCF |
08/13/21 | DBS Vickers | Genting | 0.8 | 1 | Buy | Sum of parts |
08/13/21 | CIMB | Genting | 0.8 | 0.95 | Add | EV/Ebita9.5x FY22 |
08/16/21 | DMG & Partners | Genting | 0.8 | 0.92 | Buy | |
09/03/21 | DMG & Partners | Genting | 0.78 | 0.92 | Buy | |
10/29/21 | UOB Kay Hian | Genting | 0.78 | 1.08 | Buy | |
11/10/21 | UOB Kay Hian | Genting | 0.815 | 1.08 | Buy | EV/Ebitda10x FY22 |
11/10/21 | DBS Vickers | Genting | 0.815 | 1 | Buy | Sum of parts |
11/10/21 | DMG & Partners | Genting | 0.815 | 0.9 | Buy | |
11/10/21 | Citi Research | Genting | 0.815 | 1.01 | Buy | |
12/13/21 | UOB Kay Hian | Genting | 0.79 | 1.08 | Buy |
Monday, December 20, 2021
Genting - Stock calls
Fu Yu - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/20/21 | Lim & Tan | Fu Yu | 0.285 | 0 | Take Profit | |
01/26/21 | DMG & Partners | Fu Yu | 0.285 | 0.33 | Buy | |
02/24/21 | CIMB | Fu Yu | 0.28 | 0.355 | Add | GGM, PB1.49x FY21 |
02/25/21 | Lim & Tan | Fu Yu | 0.28 | 0 | Hold | |
03/08/21 | DBS Vickers | Fu Yu | 0.29 | 0.35 | Buy | PER13x FY21 |
03/08/21 | CIMB | Fu Yu | 0.29 | 0.355 | Add | |
03/30/21 | DMG & Partners | Fu Yu | 0.305 | 0.33 | Buy | |
04/15/21 | DMG & Partners | Fu Yu | 0.32 | 0.37 | Buy | |
05/10/21 | DBS Vickers | Fu Yu | 0.32 | 0.4 | Buy | PER15.2x |
07/19/21 | DBS Vickers | Fu Yu | 0.305 | 0.4 | Buy | |
07/30/21 | DMG & Partners | Fu Yu | 0.29 | 0.37 | Buy | |
08/25/21 | CIMB | Fu Yu | 0.325 | 0.33 | Add | GGM, PB1.59x FY21 |
09/29/21 | DMG & Partners | Fu Yu | 0.29 | 0.37 | Buy | |
11/12/21 | DBS Vickers | Fu Yu | 0.29 | 0.36 | Buy | PER15.2x FY22 |
11/12/21 | Lim & Tan | Fu Yu | 0.29 | 0.37 | Buy | |
11/18/21 | DMG & Partners | Fu Yu | 0.28 | 0.3 | Neutral |
Stock calls for 20 December 2021
Date | Analyst | Company | Last | Target | Call | Valuation |
12/20/21 | Lim & Tan | City Developments | 6.78 | 9.2 | Accumulate |
We had warned about the higher volatilities after the FED meeting.
We had warned about the higher volatilities after the FED meeting. Please see below.
http://sg-stock.blogspot.com/2021/12/the-us-is-at-crossroad-now-and-it-may.html
The US markets closed deep in the red last Friday. Things don't look well for today too because the US index futures are deeply in the red too.
Senators Cory Booker and Elizabeth Warren are infected with covid.
China has cut its benchmark rate for the first time since the pandemic.
Sunday, December 19, 2021
Another constellation is aligning and a big financial crisis is brewing this time. - Part 13
I've received an email from a viewer asking me to update my opinion about the impending financial crisis that I had projected in 2022. Since it's been a long time since I posted my opinion on this, I would gladly oblige the request.
The first time that I brought up this issue was in July 2020.
http://sg-stock.blogspot.com/2020/07/another-constellation-is-aligning-and.html
Previously, my earlier projection was based on the following:
- Rising US-China tension (trade, economic, financial, sanction, etc)
- QE tapering will end in March 2022
- Major covid virus outbreak in 2022 (omicron)
- Natural disasters
- ECB emergency program (PEPP) will end in March 2022.
- US Fed interest rate hikes in 2022 (3x)
- US GDP growth will decline in 2022
- US 10-year treasury yield will exceed 2% in 2022.