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Thursday, April 7, 2022

Keppel Pacific - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

02/03/21

DMG & Partners

Keppel Pacific

0.735

0.84

Buy


03/12/21

DBS Vickers

Keppel Pacific

0.69

0.85

Buy


04/22/21

DMG & Partners

Keppel Pacific

0.74

0.84

Buy


07/30/21

DMG & Partners

Keppel Pacific

0.785

0.9

Buy


08/24/21

UOB Kay Hian

Keppel Pacific

0.745

1.1

Buy

DDM

09/23/21

DMG & Partners

Keppel Pacific

0.775

0.9

Buy


10/28/21

DBS Vickers

Keppel Pacific

0.795

0.85

Buy

DCF

10/29/21

UOB Kay Hian

Keppel Pacific

0.795

1.1

Buy


11/01/21

DMG & Partners

Keppel Pacific

0.795

0.9

Buy


02/07/22

DBS Vickers

Keppel Pacific

0.735

0.85

Buy


02/07/22

DMG & Partners

Keppel Pacific

0.735

0.92

Buy


Stock calls for 6 April 2022

Date

Analyst

Company

Last

Target

Call

Valuation

04/06/22

CIMB

AEM

4.84

6.85

Add


04/06/22

Lim & Tan

Innotek

0.64

0

Accumulate


04/06/22

CIMB

ISDN

0.645

0.96

Add


04/06/22

DMG & Partners

Singtel

2.66

3.37

Buy

Sum of parts

04/06/22

UOB Kay Hian

Yangzijiang

1.58

1.95

Buy

PER9.3x FY22

Wednesday, April 6, 2022

Did we spook the US? Here's our explanation!

What did we do to spook the US?  It is our bad that we let the cat out of the bag.

Well, the US FED governor and former Treasury Secretary (Summer) start to sing the same tune as us after our posting.


We had stated that there would be a financial crisis in the 2nd half of 2022 and the US FED would start to reduce its assets in the 2nd of 2022.


The former US treasury secretary had stated that the US would slide into a recession in Q3 2022 because of skyrocketing inflation.  Well, he's right about one thing: The US needs the FED rates to be higher than the inflation rate to contain the sky-high inflation.


Furthermore, Fed's Brainard is expecting a RAPID reduction in FED assets in the 2nd half of 2022.  The pace of asset reduction will determine the severity of the financial crisis.  In our worst-case scenario, a 50% reduction in FED assets will trigger a very severe financial crisis in 2022.  Therefore, the keyword here is RAPID which is fast and furious.

Keppel Infrastructure - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/28/21

DBS Vickers

Keppel Infrastructure

0.545

0.61

Buy

DDM

01/27/22

DBS Vickers

Keppel Infrastructure

0.55

0.61

Buy

DDM

03/24/22

Lim & Tan

Keppel Infrastructure

0.555

0.61

Buy


03/30/22

DBS Vickers

Keppel Infrastructure

0.56

0.6

Buy


Keppel DC Reit - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/18/21

Phillip

Keppel DC Reit

2.85

2.91

Neutral


01/18/21

Credit Suisse

Keppel DC Reit

2.85

3.08

Outperform


01/27/21

DBS Vickers

Keppel DC Reit

2.89

2.8

Hold

DCF

01/28/21

CIMB

Keppel DC Reit

2.91

2.86

Hold

DDM

01/28/21

OCBC

Keppel DC Reit

2.91

3.51

Buy


02/01/21

Phillip

Keppel DC Reit

2.98

3.2

Accumulate

DDM

02/23/21

DBS Vickers

Keppel DC Reit

2.83

2.8

Hold


04/21/21

CIMB

Keppel DC Reit

2.69

2.86

Hold

DDM

04/21/21

Citi Research

Keppel DC Reit

2.69

3

Hold


04/22/21

Phillip

Keppel DC Reit

2.69

3.2

Accumulate

DDM

04/22/21

OCBC

Keppel DC Reit

2.69

3.32

Buy


05/20/21

CIMB

Keppel DC Reit

2.68

2.86

Hold


07/27/21

DBS Vickers

Keppel DC Reit

2.56

3

Buy

DCF

07/27/21

CIMB

Keppel DC Reit

2.56

2.84

Add

DDM

07/28/21

Phillip

Keppel DC Reit

2.59

3.2

Buy

DDM

08/25/21

Phillip

Keppel DC Reit

2.54

3.2

Buy


08/30/21

DBS Vickers

Keppel DC Reit

2.51

3

Buy


08/30/21

Citi Research

Keppel DC Reit

2.51

2.75

Neutral


10/26/21

Lim & Tan

Keppel DC Reit

2.4

2.88

Accumulate


10/26/21

DBS Vickers

Keppel DC Reit

2.4

3

Buy


10/26/21

CIMB

Keppel DC Reit

2.4

2.78

Add


10/26/21

Citi Research

Keppel DC Reit

2.4

2.75

Neutral


10/27/21

Phillip

Keppel DC Reit

2.38

3.03

Buy

DDM

01/25/22

DBS Vickers

Keppel DC Reit

2.25

2.8

Buy

DCF

01/25/22

CIMB

Keppel DC Reit

2.25

2.7

Add


01/25/22

Lim & Tan

Keppel DC Reit

2.25

2.66

Hold


01/28/22

Phillip

Keppel DC Reit

2.17

2.81

Buy

DDM