Lendlease Reit - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
01/04/21	DBS Vickers	Lendlease Reit	0.73	0.9	Buy
01/11/21	UOB Kay Hian	Lendlease Reit	0.775	0.97	Buy
01/18/21	Phillip	Lendlease Reit	0.82	0.78	Accumulate
02/11/21	CIMB	Lendlease Reit	0.79	0.858	Add	PB0.95x FY21
02/11/21	Citi Research	Lendlease Reit	0.79	0.78	Hold
02/15/21	Phillip	Lendlease Reit	0.79	0.82	Accumulate	DDM
02/15/21	UOB Kay Hian	Lendlease Reit	0.79	0.97	Buy	DDM
02/17/21	DBS Vickers	Lendlease Reit	0.805	0.9	Buy
02/17/21	Citi Research	Lendlease Reit	0.805	0.77	Hold
03/04/21	CIMB	Lendlease Reit	0.785	0.858	Add
03/04/21	UOB Kay Hian	Lendlease Reit	0.785	0.97	Buy
05/10/21	Phillip	Lendlease Reit	0.78	0.82	Accumulate	DDM
05/10/21	Citi Research	Lendlease Reit	0.78	0.8	Hold
05/12/21	CIMB	Lendlease Reit	0.765	0.858	Add
06/02/21	UOB Kay Hian	Lendlease Reit	0.765	0.97	Buy	DDM
06/02/21	CIMB	Lendlease Reit	0.765	0.869	Add	DDM, PB1.04x
06/02/21	Citi Research	Lendlease Reit	0.765	0.8	Hold
06/08/21	UOB Kay Hian	Lendlease Reit	0.785	1.01	Buy	DDM
06/09/21	CIMB	Lendlease Reit	0.79	0.891	Add	DDM
06/09/21	Citi Research	Lendlease Reit	0.79	0.81	Hold
07/05/21	Citi Research	Lendlease Reit	0.865	0.93	Buy	DDM
08/13/21	Phillip	Lendlease Reit	0.885	0.87	Neutral	DDM
08/18/21	UOB Kay Hian	Lendlease Reit	0.85	1.01	Buy	DDM
09/02/21	DBS Vickers	Lendlease Reit	0.89	1.05	Buy	DCF
09/20/21	UOB Kay Hian	Lendlease Reit	0.87	1.01	Buy
10/04/21	UOB Kay Hian	Lendlease Reit	0.85	1.01	Buy
11/08/21	CIMB	Lendlease Reit	0.88	0.956	Add	DDM
11/09/21	UOB Kay Hian	Lendlease Reit	0.89	1.03	Buy	DDM
11/09/21	DBS Vickers	Lendlease Reit	0.89	1.05	Buy
11/15/21	Phillip	Lendlease Reit	0.9	0.97	Accumulate	DDM
12/06/21	UOB Kay Hian	Lendlease Reit	0.86	1.03	Buy	DDM
12/17/21	Macquarie	Lendlease Reit	0.89	1	Outperform

KSH - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
04/06/21	Lim & Tan	KSH	0.36	0	Accumulate
05/31/21	Lim & Tan	KSH	0.355	0	Accumulate
07/16/21	Lim & Tan	KSH	0.375	0	Accumulate
12/16/21	Lim & Tan	KSH	0.35	0	Accumulate on weakness

Stock calls for 5 January 2022

Date	Analyst	Company	Last	Target	Call	Valuation
01/05/22	Lim & Tan	China Everbright	0.33	0.4	Accumulate
01/05/22	UOB Kay Hian	DBS	33.71	40.28	Buy	GGM, PB1.67x FY23
01/05/22	CIMB	Grand Venture	1.19	1.74	Add	PER15.8x FY23
01/05/22	SAC Capital	Marco Polo	0.028	0.032	Buy	PER8x FY22
01/05/22	UOB Kay Hian	OCBC	11.7	16.12	Buy	GGM, PB1.26x FY23
01/05/22	DBS Vickers	Tuan Sing	0.455	0.66	Buy	Sum of parts

Sinovac shot gives no shield for Omicron? - Part 5

https://sg.news.yahoo.com/omicron-good-signs-sinopharm-sinovac-072446980.html

WHO has just stated that T-cell response will protect against severe illness, hospitalization and death.

“What we have seen from right now is what is going to protect against severe [illness], hospitalisation and death is your T-cell response. The neutralisation antibodies go down and it’s the T-cells. And what we know from other vaccines is they do prevent it, whether it’s the Sinovac or Sinopharm [vaccine].”

We had stated previously in Part 3 that T-cell was more important than antibodies.  We've been proven right again!

http://sg-stock.blogspot.com/2022/01/sinovac-shot-gives-no-shield-for.html

Red alert: A more infectious and stronger new covid variant (IHU) has appeared in France. - Part 2

https://time.com/6133106/ihu-new-covid-variant/

WHO has just brushed aside IHU as a threat despite the variant having 46 mutations that are more than the existing omicron (32 mutations).  Let's take a look at the abstract description.

IHU contains the infectious elements of omicron but it is not deemed as a threat whereas omicron is classified as a variant of concern (VOC).  VOC is a level 2 virus alert under WHO but IHU is not even classified as a variant of interest (level 1 virus alert) despite having more mutations than omicron.

What is WHO doing? *Puzzled*

Red alert: A more infectious and stronger new covid variant (IHU) has appeared in France.

https://www.businessinsider.in/science/health/news/new-covid-19-variant-named-ihu-discovered-in-france-said-to-be-stronger-than-omicron/articleshow/88685048.cms

France has discovered a new variant (IHU) that is more infectious and stronger than omicron.  It has detected 12 such cases in France and this variant has more mutations than omicron.

When we have the "Live with covid" policy, we are giving the virus the time and right host to adapt and mutate.  God bless us all!