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Friday, July 21, 2023

Jumbo - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

08/01/22

SAC Capital

Jumbo

0.255

0.38

Buy


12/08/22

SAC Capital

Jumbo

0.27

0.38

Buy


12/15/22

CIMB

Jumbo

0.295

0.35

Add


05/17/23

CIMB

Jumbo

0.29

0.4

Add

PER20x FY24

06/05/23

SAC Capital

Jumbo

0.285

0.42

Buy

PER15.4x & EV/Ebitda3.6x FY23

Stock calls for 20 July 2023

Date

Analyst

Company

Last

Target

Call

Valuation

07/20/23

DMG & Partners

A-Reit

2.8

3.25

Buy


07/20/23

UOB Kay Hian

AEM

3.86

2.87

Sell


07/20/23

UOB Kay Hian

Aztech

0.695

1

Buy


07/20/23

Citi Research

DBS

32.55

27.1

Sell


07/20/23

DMG & Partners

ESR-Reit

0.34

0.4

Buy


07/20/23

Amfrasers

Fortress Minerals

0.285

0.35

outperform

DCF

07/20/23

Citi Research

OCBC

12.64

12.7

Neutral


07/20/23

DMG & Partners

Raffles Medical

1.32

1.75

Buy


07/20/23

DMG & Partners

Sheng Siong

1.61

2.04

Buy


07/20/23

Lim & Tan

SIA

7.38

6.65

Hold


07/20/23

UOB Kay Hian

Singtel

2.56

3.15

Buy


07/20/23

DMG & Partners

Singtel

2.56

3.4

Buy


07/20/23

DMG & Partners

ST Engineering

3.66

4.05

Buy


07/20/23

DMG & Partners

Thai Beverage

0.585

0.87

Buy


07/20/23

UOB Kay Hian

Yangzijiang Shipping

1.49

1.65

Buy


Thursday, July 20, 2023

Jiutian - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

08/12/22

CIMB

Jiutian

0.096

0.18

Add


Jardine Matheson - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

03/07/23

Lim & Tan

Jardine Matheson

50.82

65.26

Accumulate


04/05/23

Lim & Tan

Jardine Matheson

48.89

65.46

Accumulate


Japfa - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

08/01/22

UOB Kay Hian

Japfa

0.585

0.63

Hold

Sum of parts, PER9.1x FY22, Buy @ $0.56

09/01/22

CIMB

Japfa

0.6

0.81

Add

Sum of parts

11/02/22

UOB Kay Hian

Japfa

0.53

0.57

Hold

Sum of parts, PER10.3x FY23

11/02/22

CIMB

Japfa

0.53

0.72

Add

Sum of parts

01/04/23

CIMB

Japfa

0.315

0.42

Add

PER8x FY24, Cut from $0.65

03/07/23

UOB Kay Hian

Japfa

0.245

0.23

Hold

Sum of parts, PER10x FY23

03/07/23

CIMB

Japfa

0.245

0.24

Reduce