Date | Analyst | Company | Last | Target | Call | Valuation |
07/01/21 | CIMB | Ifast Corp | 8.15 | 8 | Add | |
07/26/21 | Lim & Tan | Ifast Corp | 9.18 | 0 | Take Profit | |
07/26/21 | UOB Kay Hian | Ifast Corp | 9.18 | 11.5 | Buy | DCF, PER73.1x FY22 |
07/27/21 | CIMB | Ifast Corp | 8.84 | 8.31 | Hold | |
07/27/21 | DBS Vickers | Ifast Corp | 8.84 | 12.1 | Buy | DCF |
08/02/21 | CIMB | Ifast Corp | 8.02 | 12.5 | Add | DCF |
10/21/21 | Citi Research | Ifast Corp | 9.88 | 7 | Sell | |
10/21/21 | UOB Kay Hian | Ifast Corp | 9.88 | 11.5 | Buy | DCF |
10/26/21 | Citi Research | Ifast Corp | 9.21 | 7.5 | Sell | |
10/26/21 | DBS Vickers | Ifast Corp | 9.21 | 12.93 | Buy | DCF |
01/10/22 | Citi Research | Ifast Corp | 7.85 | 7.5 | Sell | |
01/10/22 | DBS Vickers | Ifast Corp | 7.85 | 11.37 | Buy | DCF |
01/10/22 | UBS | Ifast Corp | 7.85 | 11 | Buy | |
01/13/22 | UOB Kay Hian | Ifast Corp | 7.86 | 9.75 | Buy | DCF |
01/27/22 | Citi Research | Ifast Corp | 6.84 | 6.2 | Sell | |
02/15/22 | Citi Research | Ifast Corp | 6.18 | 5.2 | Sell | |
02/15/22 | DBS Vickers | Ifast Corp | 6.18 | 10.85 | Buy | DCF |
02/15/22 | CIMB | Ifast Corp | 6.18 | 7.6 | Add | |
02/17/22 | UOB Kay Hian | Ifast Corp | 6.36 | 9.84 | Buy | DCF |
04/25/22 | Citi Research | Ifast Corp | 5.66 | 5.2 | Sell | |
04/25/22 | DBS Vickers | Ifast Corp | 5.66 | 8.75 | Buy | DCF |
04/25/22 | UOB Kay Hian | Ifast Corp | 5.66 | 5.17 | Hold | PER40.3x FY22, Buy @ $4.40 |
04/26/22 | Citi Research | Ifast Corp | 5.31 | 4.2 | Sell | |
04/26/22 | DBS Vickers | Ifast Corp | 5.31 | 5.42 | Hold | DCF |
07/20/22 | Citi Research | Ifast Corp | 4.12 | 3.8 | Sell | |
07/25/22 | Lim & Tan | Ifast Corp | 3.99 | 5.93 | Neutral | |
07/26/22 | DBS Vickers | Ifast Corp | 3.87 | 4.08 | Hold | DCF |
07/26/22 | CIMB | Ifast Corp | 3.87 | 4 | Hold |
Tuesday, October 11, 2022
Ifast Corp - Stock calls
Stock calls for 10 october 2022
Date | Analyst | Company | Last | Target | Call | Valuation |
10/10/22 | UOB Kay Hian | CDL Hospitality | 1.15 | 1.41 | Buy | |
10/10/22 | DMG & Partners | EC World Reit | 0.52 | 0.55 | Neutral | |
10/10/22 | CIMB | Far East Hospitality | 0.595 | 0.8 | Add | |
10/10/22 | UOB Kay Hian | Frasers Logistics | 1.21 | 1.51 | Buy | |
10/10/22 | Kim Eng | HRnetGroup | 0.75 | 1.07 | Buy | |
10/10/22 | DBS Vickers | SPH Reit | 0.89 | 0.964 | Hold | |
10/10/22 | Kim Eng | Venture | 17 | 19.55 | Buy |
Monday, October 10, 2022
The US ISM PMI had declined to a 1-year low!
The prices subindex had declined to 51.7 (-0.8) because of an easing in supply and logistic disruption. However, this might change as the recent freight cost had risen again. The new order had entered a contractionary phase (47.1, -4.2) because the new export (47.8, -1.6) and local orders (Est’d -2.5) had declined respectively. This phenomenon caused the customers’ inventories to rise to 41.6 (+2.7) because of slower depletion and also decreased the backlog orders to 50.9 (-2.1).
The production remained relatively stable at 50.6 (+0.2) because of declines in orders but employment had fallen to 48.7 (-5.5). This employment reduction showed that the producers were getting pessimistic. The supplier’s delivery had improved to 52.4 (-2.7) because of easing in supply and logistic disruption. A lower delivery index means a faster delivery period.
Nevertheless, the producers took advantage of the lower prices to stock up on their inventories (55.5, +2.4) and increased their imports (52.6, +0.1) and raw materials (Est’d +2.3)
In conclusion, the above factors caused the PMI to decline to a 1 year low of 50.9 (-1.9) and look set to enter a contractionary phase.
Sunday, October 9, 2022
Saturday, October 8, 2022
Hyphens Pharma - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
06/28/21 | Amfrasers | Hyphens Pharma | 0.315 | 0.43 | Buy | PER17x FY22 |
08/27/21 | SAC Capital | Hyphens Pharma | 0.31 | 0.37 | Buy | PER17.5x FY21 |
11/22/21 | Phillip | Hyphens Pharma | 0.3 | 0.345 | Accumulate | DCF |
01/07/22 | CIMB | Hyphens Pharma | 0.295 | 0.36 | Add | DCF, PER13.5x FY22 |
04/04/22 | Amfrasers | Hyphens Pharma | 0.29 | 0.38 | Outperform | PER15x FY22 |
04/07/22 | SAC Capital | Hyphens Pharma | 0.3 | 0.4 | Buy | |
05/13/22 | Lim & Tan | Hyphens Pharma | 0.28 | 0.37 | Buy | |
05/20/22 | CIMB | Hyphens Pharma | 0.28 | 0.36 | Add | |
05/20/22 | SAC Capital | Hyphens Pharma | 0.28 | 0.4 | Buy | |
06/06/22 | Phillip | Hyphens Pharma | 0.295 | 0.43 | Buy | DCF |
08/18/22 | CIMB | Hyphens Pharma | 0.315 | 0.39 | Add | DCF |
08/29/22 | Phillip | Hyphens Pharma | 0.31 | 0.43 | Buy | DCF |
Hwa Hong - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
05/17/22 | Lim & Tan | Hwa Hong | 0.29 | 0.37 | Accept Offer | Offer price $0.37 |
06/08/22 | Lim & Tan | Hwa Hong | 0.4 | 0.4 | Accept Offer | Offer price $0.4 |
06/20/22 | UOB Kay Hian | Hwa Hong | 0.395 | 0.4 | Accept Offer | Offer price $0.4 |
Hutchison Port - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
06/23/21 | DBS Vickers | Hutchison Port | 0.23 | 0.32 | Buy | DCF |
07/28/21 | OCBC | Hutchison Port | 0.225 | 0.25 | Buy | |
09/29/21 | DBS Vickers | Hutchison Port | 0.235 | 0.33 | Buy | |
11/17/21 | DBS Vickers | Hutchison Port | 0.225 | 0.33 | Buy | |
02/10/22 | DBS Vickers | Hutchison Port | 0.26 | 0.37 | Buy | |
02/15/22 | OCBC | Hutchison Port | 0.255 | 0.28 | Buy | |
07/15/22 | OCBC | Hutchison Port | 0.24 | 0.26 | Buy | |
07/27/22 | DBS Vickers | Hutchison Port | 0.24 | 0.37 | Buy |