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Thursday, May 4, 2023

Mermaid - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

03/07/22

Amfrasers

Mermaid

0.091

0.084

Buy


Megachem - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

03/14/22

SAC Capital

Megachem

0.48

0.58

Buy

PER10.3x FY22, PB1.2x

06/22/22

SAC Capital

Megachem

0.47

0.58

Buy


08/23/22

SAC Capital

Megachem

0.5

0.58

Buy


Stock calls for 3 May 2023

Date

Analyst

Company

Last

Target

Call

Valuation

05/03/23

DBS Vickers

A-Reit

2.83

3.4

Buy


05/03/23

CIMB

A-Reit

2.83

3.06

Add

DDM

05/03/23

UOB Kay Hian

DBS

32.95

41

Buy

GGM, PB1.88x FY23

05/03/23

DMG & Partners

DBS

32.95

35.7

Neutral

GGM, PB1.52x

05/03/23

CIMB

LHN Logistics

0.161

0.18

Add


05/03/23

OCBC

Mapletree Commercial

1.74

1.91

Buy


05/03/23

DBS Vickers

Mapletree Logistics

1.75

1.88

Buy

DCF

05/03/23

CIMB

Mapletree Logistics

1.75

1.88

Add

DDM

05/03/23

UOB Kay Hian

SATS

2.62

3.01

Buy


05/03/23

DBS Vickers

Sheng Siong

1.82

1.89

Hold

PER21x FY23

05/03/23

CIMB

Sheng Siong

1.82

1.88

Add

PER20x FY24

05/03/23

Lim & Tan

Sheng Siong

1.82

1.91

Hold


05/03/23

CIMB

Wilmar

3.93

4.63

Add

Sum of parts

05/03/23

DMG & Partners

Wilmar

3.93

4.4

Buy


Wednesday, May 3, 2023

A US financial crisis is looming?

We've been warning about a US financial crisis but the US has been kicking the can down the road.  How long can the US keep doing this?

Medtecs - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

03/23/22

DBS Vickers

Medtecs

0.24

0.225

Hold

DCF

Marco Polo - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/05/22

SAC Capital

Marco Polo

0.028

0.032

Buy

PER8x FY22

03/25/22

DMG & Partners

Marco Polo

0.029

0.04

Buy


06/03/22

DMG & Partners

Marco Polo

0.03

0.04

Buy

DCF

06/17/22

UOB Kay Hian

Marco Polo

0.028

0.043

Buy

PB1.1x FY22

08/30/22

DMG & Partners

Marco Polo

0.037

0.05

Buy

DCF

12/07/22

UOB Kay Hian

Marco Polo

0.047

0.048

Hold

PB1.1x FY23

03/30/23

DMG & Partners

Marco Polo

0.043

0.06

Buy

DCF