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Tuesday, March 14, 2023

Stock calls for 13 March 2023

Date

Analyst

Company

Last

Target

Call

Valuation

03/13/23

Kim Eng

DBS

33.18

39.12

Buy


03/13/23

Lim & Tan

DBS

33.18

0

Accumulate


03/13/23

Lim & Tan

Grand Bank

0.305

0

Buy


03/13/23

Kim Eng

OCBC

12.37

13.58

Hold


03/13/23

Lim & Tan

OCBC

12.37

0

Accumulate


03/13/23

Kim Eng

Propnex

1.87

2.2

Buy

PER14x FY23

03/13/23

phillip

Q&M

0.35

0.47

Buy

PER25x FY22

03/13/23

UOB Kay Hian

SATS

2.42

3.02

Buy

EV/Ebitda9.7x FY25

03/13/23

DBS Vickers

Thai Beverage

0.64

0.87

Buy

DCF

03/13/23

Kim Eng

UOB

28.68

31.73

Buy


03/13/23

Lim & Tan

UOB

28.68

0

Accumulate


03/13/23

DMG & Partners

Wilmar

3.94

4.65

Buy


Sunday, March 12, 2023

The recent US job gains were mostly in the service sector.

Here's the breakdown for the recent 311,000 job gains:

We can see that the job gains are mostly in the service sector.

Many analysts had underestimated the US inflation.

The Citi US inflation surprise index showed that the real US inflation exceeded many analysts' projections in February 2023.  We could also infer from this chart that the FED governors had underestimated the US inflation too.  Thus, it is safer for the US FED to hike by 50bp for the March FOMC.  The next week economic statistics will be critical for the upcoming FOMC decision.

Baltic dry index - 1424


Related stock: Sembcorp Marine, Cosco & Pan Ocean.

US rig count (weekly) - 746


 Related stock: Sembcorp Marine & Cosco.

Saturday, March 11, 2023

Avi-Tech - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

02/11/22

Lim & Tan

Avi-Tech

0.36

0

Accumulate


02/15/22

DMG & Partners

Avi-Tech

0.36

0.42

Buy


03/17/22

DMG & Partners

Avi-Tech

0.33

0.42

Buy


07/22/22

DMG & Partners

Avi-Tech

0.29

0.42

Buy


08/24/22

Lim & Tan

Avi-Tech

0.295

0

Hold


Audience Analytics - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

03/09/23

Lim & Tan

Audience Analytics

0.31

0.425

Buy

Sum of parts, PER10.6x FY23

Asia Enterprise - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

02/10/23

Lim & Tan

Asia Enterprise

0.159

0

Accumulate


Stock calls for 10 March 2023

Date

Analyst

Company

Last

Target

Call

Valuation

03/10/23

UOB Kay Hian

BRC Asia

1.77

1.66

Hold

PER7x FY23

03/10/23

DBS Vickers

City Developments

7.38

10.5

Buy


03/10/23

Lim & Tan

DBS

33.49

39.6

Overweight


03/10/23

Lim & Tan

Del Monte

0.32

0.67

Buy


03/10/23

DMG & Partners

Japan Foods

0.425

0.6

Buy

Sum of parts

03/10/23

CIMB

Q&M

0.355

0.42

Add


03/10/23

Kim Eng

Q&M

0.355

0.37

Hold

Cut from $0.40, PER22x FY23

03/10/23

OCBC

Yanlord

0.935

0.97

Hold


Friday, March 10, 2023

Ascendas India Trust - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/27/22

DBS Vickers

Ascendas India Trust

1.38

1.7

Buy

DDM

01/28/22

Jefferies

Ascendas India Trust

1.28

1.65

Buy


03/24/22

Lim & Tan

Ascendas India Trust

1.21

1.6

Buy


04/26/22

DBS Vickers

Ascendas India Trust

1.28

1.7

Buy


07/15/22

DBS Vickers

Ascendas India Trust

1.13

1.7

Buy


07/15/22

Lim & Tan

Ascendas India Trust

1.13

1.51

Buy


08/02/22

DBS Vickers

Ascendas India Trust

1.2

1.7

Buy

DDM

11/01/22

DBS Vickers

Ascendas India Trust

1.12

1.5

Buy


12/07/22

Lim & Tan

Ascendas India Trust

1.15

1.4

Buy


12/13/22

DBS Vickers

Ascendas India Trust

1.12

1.5

Buy


12/30/22

Citi Research

Ascendas India Trust

1.12

1.5

Buy

Sum of parts

01/18/23

DBS Vickers

Ascendas India Trust

1.17

1.5

Buy


02/07/23

Lim & Tan

Ascendas India Trust

1.19

0

Hold


02/08/23

DBS Vickers

Ascendas India Trust

1.18

1.5

Buy