Stock calls for 10 February 2022

Date	Analyst	Company	Last	Target	Call	Valuation
02/10/22	CIMB	BRC Asia	1.64	2.1	Add
02/10/22	Lim & Tan	Frasers Property	1.12	1.4	Accumulate
02/10/22	DBS Vickers	Hutchison Port	0.26	0.37	Buy
02/10/22	CIMB	Keppel Corp	6.04	7.2	Add
02/10/22	DBS Vickers	Keppel Corp	6.04	6.9	Buy
02/10/22	Lim & Tan	Keppel Corp	6.04	6.8	Accumulate
02/10/22	CIMB	Lendlease Reit	0.845	0.956	Add
02/10/22	Citi Research	Lendlease Reit	0.845	1	Buy
02/10/22	Kim Eng	Manulife US Reit	0.63	0.95	Buy
02/10/22	CIMB	Manulife US Reit	0.63	0.89	Add
02/10/22	DMG & Partners	Manulife US Reit	0.63	0.86	Buy
02/10/22	DBS Vickers	Manulife US Reit	0.63	0.88	Buy
02/10/22	CIMB	Singtel	2.55	2.9	Buy	Sum of parts
02/10/22	DMG & Partners	Singtel	2.55	3.37	Buy
02/10/22	CIMB	SPH	2.33	2.11	Hold

Singapore did very badly on the covid-19 recovery index. - Part 4

Singapore had leaped from 23 to 19 in January 2022. Cheers!

Trans-China Auto - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
11/26/21	UOB Kay Hian	Trans-China Auto	0.29	0.39	Buy	PER6x FY22

Top Glove - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
01/11/21	CIMB	Top Glove	2.11	2.93	Add	PER16x CY22
01/13/21	Aminvestment	Top Glove	2.18	2.13	Hold	Ringgit target $6.50
03/10/21	CIMB	Top Glove	1.69	2.55	Add	Ringgit target $7.8
03/10/21	Kim Eng	Top Glove	1.69	1.58	Hold	Ringgit target $4.85, DCF
03/10/21	UOB Kay Hian	Top Glove	1.69	2.48	Buy	Ringgit target $7.60
03/17/21	UOB Kay Hian	Top Glove	1.71	2.06	Buy	Ringgit target $6.30
06/10/21	UOB Kay Hian	Top Glove	1.6	1.66	Hold	Ringgit target $5.15
06/10/21	Kim Eng	Top Glove	1.6	1.45	Hold	Ringgit target $4.51
07/05/21	Lim & Tan	Top Glove	1.31	0	Hold
09/21/21	UOB Kay Hian	Top Glove	0.91	1.19	Buy	Ringgit target $3.06, Cut from $3.70

Tiong Woon - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
06/30/21	Lim & Tan	Tiong Woon	0.485	0.84	Buy	PB0.75x
08/27/21	Lim & Tan	Tiong Woon	0.525	0.84	Accumulate
10/04/21	Lim & Tan	Tiong Woon	0.475	0	Buy
01/14/22	Lim & Tan	Tiong Woon	0.46	0	Accumulate

Stock calls for 9 February 2022

Date	Analyst	Company	Last	Target	Call	Valuation
02/09/22	UOB Kay Hian	A-Reit	2.8	3.92	Buy	DDM
02/09/22	DBS Vickers	A-Reit	2.8	3.65	Buy
02/09/22	Kim Eng	A-Reit	2.8	3.65	Buy	DDM
02/09/22	CIMB	A-Reit	2.8	3.2	Add	DDM
02/09/22	Jefferies	A-Reit	2.8	3.25	Buy
02/09/22	Lim & Tan	A-Reit	2.8	3.41	Accumulate on weakness
02/09/22	Jefferies	Capitaland Investment	3.54	4	Buy
02/09/22	Uob Kay Hian	Capitaland Investment	3.54	4.02	Buy
02/09/22	phillip	DBS	36.58	35.9	Accumulate
02/09/22	CIMB	Frasers Logistics	1.4	1.56	Add
02/09/22	UOB Kay Hian	Frasers Logistics	1.4	1.79	Buy
02/09/22	Lim & Tan	Manulife US Reit	0.645	0.87	Accumulate on weakness
02/09/22	phillip	OCBC	13.13	14.22	Buy
02/09/22	UOB Kay Hian	UMS	1.21	1.8	Buy	PER15.5x FY22
02/09/22	phillip	UOB	32.65	31.3	Accumulate

China new loans will increase significantly as projected.

https://www.channelnewsasia.com/business/chinas-jan-new-yuan-loans-seen-hitting-record-high-2485876

We had already stipulated on 9 January 2022 that China would be embarking on its QE for 2022 with our own chart below.  Look like we'll be correct again!

http://sg-stock.blogspot.com/2022/01/analyses-of-us-main-street-economic_9.html

Our creation will become a legendary chart for 2022.  Yeah!

Tianjin Zhongxin - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/17/21	Lim & Tan	Tianjin Zhongxin	1.28	1.6	Buy	PER10x FY21
08/17/21	Lim & Tan	Tianjin Zhongxin	1.12	1.6	Accumulate