Date | Analyst | Company | Last | Target | Call | Valuation |
01/15/21 | Kim Eng | SPH Reit | 0.86 | 0.8 | Hold | DDM |
01/18/21 | CIMB | SPH Reit | 0.87 | 1.06 | Add | |
01/18/21 | OCBC | SPH Reit | 0.87 | 0.88 | Hold | |
02/02/21 | DBS Vickers | SPH Reit | 0.83 | 0.8 | Hold | |
03/04/21 | CIMB | SPH Reit | 0.83 | 1.06 | Add | |
03/31/21 | Lim & Tan | SPH Reit | 0.88 | 0 | Accumulate | |
03/31/21 | Kim Eng | SPH Reit | 0.88 | 0.8 | Hold | DDM |
05/21/21 | DBS Vickers | SPH Reit | 0.84 | 0.8 | Hold | |
07/13/21 | Lim & Tan | SPH Reit | 0.925 | 1.03 | Accumulate | |
07/16/21 | CIMB | SPH Reit | 0.945 | 1.06 | Add | |
07/16/21 | Kim Eng | SPH Reit | 0.945 | 0.8 | Hold | DDM |
08/03/21 | DBS Vickers | SPH Reit | 0.905 | 0.92 | Hold | DCF |
08/03/21 | Lim & Tan | SPH Reit | 0.905 | 0 | Hold | |
08/27/21 | CIMB | SPH Reit | 0.89 | 1.04 | Add | DDM |
08/27/21 | OCBC | SPH Reit | 0.89 | 0.92 | Hold | |
10/05/21 | DBS Vickers | SPH Reit | 0.93 | 0.92 | Hold | |
10/05/21 | Lim & Tan | SPH Reit | 0.93 | 0.95 | Hold | |
10/06/21 | CIMB | SPH Reit | 0.94 | 1.03 | Add | DDM |
01/10/22 | DBS Vickers | SPH Reit | 0.98 | 0.92 | Hold | |
01/10/22 | CIMB | SPH Reit | 0.98 | 1.03 | Add | DDM |
01/11/22 | Lim & Tan | SPH Reit | 0.965 | 0 | Neutral | |
01/12/22 | Kim Eng | SPH Reit | 0.975 | 0.95 | Hold | |
01/12/22 | OCBC | SPH Reit | 0.975 | 0.95 | Hold |
Monday, January 31, 2022
SPH Reit - Stock calls
SPH - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/07/21 | CIMB | SPH | 1.13 | 1.1 | Hold | Sum of parts |
01/20/21 | CIMB | SPH | 1.21 | 1.31 | Hold | Sum of parts |
01/21/21 | UOB Kay Hian | SPH | 1.22 | 1.22 | Hold | Buy @ $1.05 |
03/30/21 | UOB Kay Hian | SPH | 1.5 | 1.74 | Buy | |
03/31/21 | CIMB | SPH | 1.5 | 2.09 | Add | Sum of parts |
03/31/21 | UOB Kay Hian | SPH | 1.5 | 1.85 | Buy | Sum of parts |
03/31/21 | Lim & Tan | SPH | 1.5 | 0 | Accumulate | |
04/06/21 | OCBC | SPH | 1.77 | 1.92 | Buy | Sum of parts |
05/07/21 | CIMB | SPH | 1.79 | 2.09 | Add | $1.94 target, Sum of parts (20% disc) |
05/07/21 | OCBC | SPH | 1.79 | 1.92 | Hold | |
05/10/21 | UOB Kay Hian | SPH | 1.52 | 1.85 | Buy | Sum of parts |
06/18/21 | CIMB | SPH | 1.83 | 2.19 | Add | PB |
07/21/21 | UOB Kay Hian | SPH | 1.8 | 2 | Buy | Sum of parts |
07/21/21 | Lim & Tan | SPH | 1.8 | 0 | Accumulate | |
08/03/21 | DBS Vickers | SPH | 1.88 | 2.1 | Accept offer | offer price $2.099 |
08/03/21 | CIMB | SPH | 1.88 | 2.19 | Buy | Sum of parts |
08/03/21 | Lim & Tan | SPH | 1.88 | 0 | Accept offer | offer price $2.099 |
08/05/21 | OCBC | SPH | 1.92 | 1.92 | Hold | |
08/05/21 | UOB Kay Hian | SPH | 1.92 | 2.1 | Buy | Sum of parts (5% disc) |
10/06/21 | Lim & Tan | SPH | 1.98 | 0 | Hold | |
10/07/21 | UOB Kay Hian | SPH | 1.98 | 2.1 | Accept offer | Sum of parts |
11/02/21 | UOB Kay Hian | SPH | 2.12 | 2.15 | Accept offer | |
11/11/21 | UOB Kay Hian | SPH | 2.16 | 2.35 | Accept offer | offer price $2.35 |
11/16/21 | UOB Kay Hian | SPH | 2.33 | 2.4 | Accept offer | |
12/23/21 | Lim & Tan | SPH | 2.34 | 0 | Accept offer | Accept Cuscaden & Reject Keppel |
Stock calls for 31 January 2022
Date | Analyst | Company | Last | Target | Call | Valuation |
01/31/22 | Kim Eng | ART | 1.01 | 1.3 | Buy | DDM |
01/31/22 | Kim Eng | Capitaland Integrated Commercial Trust | 1.94 | 2.55 | Buy | DDM |
01/31/22 | DMG & Partners | Capitaland Integrated Commercial Trust | 1.94 | 2.2 | Buy | |
01/31/22 | Lim & Tan | CapitaRetail China | 1.14 | 0 | Accumulate | |
01/31/22 | Lim & Tan | DBS | 34.82 | 38.41 | Accumulate | |
01/31/22 | Phillip | Frasers Centrepoint Trust | 2.26 | 2.64 | Buy | DDM |
01/31/22 | CIMB | Frencken | 1.6 | 2.07 | Add | |
01/31/22 | Kim Eng | Mapletree Logistics | 1.69 | 2.35 | Buy | DDM |
Sunday, January 30, 2022
What the factors contributing to US inflation in 2022?
The employment cost index had surged to 4.4% in Q4 2021 and would continue its upward trajectory in 2022.
What are other factors that will contribute to US inflation in 2022?
Besides the employment cost, the other primary inflation factors will be energy price, housing cost including rental, food cost, and imported supplies (imported inflation).
US Personal spending fell 0.6% in December 2021.
The decline (-0.6%) in US personal spending is expected because of the persistently high inflation. The US retail sales also declined in December 2021.
http://sg-stock.blogspot.com/2022/01/us-retail-sales-declined-19-in-december.html
The declines in US personal spending and retail sales don't bode well for the US GDP in 2022 because consumer spending constitutes 70% of the US GDP.
Saturday, January 29, 2022
What are the risks in 2022? - Part 2
The Bank of America (Boa) has the most hawkish rate hikes of 7 times (0.25% per time) and this projection means that the US FED will hike a total of 1.75% in 2022.
https://finance.yahoo.com/news/bank-america-says-expects-seven-144612171.html
Furthermore, Boa has cut the US GDP growth to 3.6% in 2022. Conversely, China has maintained a 5.5% GDP growth in 2022.
What are the risks in 2022?
The economists' survey showed that inflation was the biggest risk and concern while the covid pandemic was the lowest risk.
Friday, January 28, 2022
US core PCE inflation had hit 4.9% in December 2021.
The US core PCE inflation reached 4.9% in December 2021 and this had approximately hit our year-end projection of 5% in 2021.
http://sg-stock.blogspot.com/2021/12/us-core-pce-inflation-has-hit-47-in.html
We're happy to have predicted the US core PCE inflation more accurately than the US FED and US treasury. Cheers!