Date | Analyst | Company | Last | Target | Call | Valuation |
12/24/21 | Citi Research | City Developments | 6.63 | 11.02 | Buy | RNAV (25% disc) |
12/24/21 | Citi Research | UOL | 6.99 | 8.87 | Buy | RNAV (25% disc) |
Friday, December 24, 2021
Stock calls for 24 December 2021
US core PCE inflation had hit 4.7% in November 2021.
The US FED preferred inflation indicator, core PCE price index, had hit 4.7% in November and it had been rising in 2021.
We will be upgrading our core PCE forecast again from 4% to 5% by the end of 2021.
Thursday, December 23, 2021
Hong Leong Asia - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
04/07/21 | CIMB | Hong Leong Asia | 0.825 | 1.18 | Add | Sum of parts |
04/28/21 | UOB Kay Hian | Hong Leong Asia | 1.04 | 1.38 | Buy | PER12x FY22 |
06/07/21 | DBS Vickers | Hong Leong Asia | 0.965 | 1.14 | Buy | Sum of parts |
06/07/21 | UOB Kay Hian | Hong Leong Asia | 0.965 | 1.38 | Buy | |
07/02/21 | UOB Kay Hian | Hong Leong Asia | 0.955 | 1.38 | Buy | |
08/18/21 | DBS Vickers | Hong Leong Asia | 0.85 | 1.02 | Buy | Sum of parts |
08/19/21 | UOB Kay Hian | Hong Leong Asia | 0.855 | 1.38 | Buy | |
08/20/21 | CIMB | Hong Leong Asia | 0.835 | 1.05 | Add | Sum of parts |
09/02/21 | CIMB | Hong Leong Asia | 0.87 | 1.05 | Add | Sum of parts, PER10.5x CY22 |
09/24/21 | DBS Vickers | Hong Leong Asia | 0.81 | 1.02 | Buy | |
10/22/21 | UOB Kay Hian | Hong Leong Asia | 0.87 | 1.38 | Buy |
Ho Bee - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
04/27/21 | UOB Kay Hian | Ho Bee | 2.75 | 3.32 | Buy | RNAV (40% discount) |
06/11/21 | DBS Vickers | Ho Bee | 2.95 | 3.8 | Buy | RNAV (40% discount) |
06/29/21 | Lim & Tan | Ho Bee | 2.86 | 3.6 | Accumulate | |
08/16/21 | Lim & Tan | Ho Bee | 2.84 | 3.8 | Accumulate | |
10/06/21 | DBS Vickers | Ho Bee | 2.82 | 3.8 | Buy | |
11/10/21 | DBS Vickers | Ho Bee | 2.83 | 3.8 | Buy | |
12/16/21 | Lim & Tan | Ho Bee | 2.8 | 0 | Accumulate on weakness |
Hanwell - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
10/06/21 | Amfrasers | Hanwell | 0.4 | 0.42 | Neutral | PER11x FY22 |
Stock calls for 23 December 2021
Date | Analyst | Company | Last | Target | Call | Valuation |
12/23/21 | Lim & Tan | Frasers Property | 1.14 | 1.26 | Accumulate | |
12/23/21 | DMG & Partners | Genting | 0.755 | 0.9 | Buy | |
12/23/21 | Amfrasers | LHN | 0.3 | 0.44 | Outperform | |
12/23/21 | Lim & Tan | SPH | 2.34 | 0 | Accept offer | Accept Cuscaden & Reject Keppel |
Wednesday, December 22, 2021
Great Eastern - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
08/02/21 | Lim & Tan | Great Eastern | 21.61 | 26 | Accumulate |
Grand Venture - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/23/21 | CIMB | Grand Venture | 0.54 | 0.605 | Add | GGM, PB3.31x FY21 |
05/24/21 | CIMB | Grand Venture | 0.735 | 1.12 | Add | |
06/11/21 | CIMB | Grand Venture | 0.85 | 1.12 | Add | GGM, PB5.37x FY21 |
07/23/21 | SAC Capital | Grand Venture | 1.02 | 1.18 | Buy | DCF, PER21.2x FY22 |
08/12/21 | CIMB | Grand Venture | 1.23 | 1.41 | Add | |
08/13/21 | SAC Capital | Grand Venture | 1.23 | 1.3 | Hold | DCF, PER22.2x FY22 |
10/08/21 | CIMB | Grand Venture | 1.27 | 1.41 | Add | |
11/05/21 | CIMB | Grand Venture | 1.34 | 1.69 | Add |