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Monday, April 8, 2024

United Hampshire - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

02/28/23

UOB Kay Hian

United Hampshire

0.515

0.71

Buy

DDM

05/16/23

UOB Kay Hian

United Hampshire

0.445

0.71

Buy

DDM

11/10/23

UOB Kay Hian

United Hampshire

0.38

0.6

Buy

DDM

01/03/24

UOB Kay Hian

United Hampshire

0.5

0.64

Buy

DDM

02/26/24

UOB Kay Hian

United Hampshire

0.445

0.68

Buy

DDM

03/08/24

UOB Kay Hian

United Hampshire

0.465

0.68

Buy

DDM

Union Gas - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

02/28/23

DBS Vickers

Union Gas

0.485

0.48

Hold


Stock calls for 8 April 2024

Date

Analyst

Company

Last

Target

Call

Valuation

04/08/24

Phillip

17Live Group

1.03

2.3

Buy

DCF

04/08/24

Uob Kay Hian

Capitaland Investment

2.72

4.04

Buy


04/08/24

UOB Kay Hian

CDL Hospitality

0.99

1.48

Buy


04/08/24

UOB Kay Hian

Food Empire

1.4

1.69

Buy


04/08/24

UOB Kay Hian

Genting

0.895

1.25

Buy


04/08/24

Lim & Tan

Indofood Agri

0.295

0

Accumulate


04/08/24

UOB Kay Hian

Mapletree Industrial

2.32

2.98

Buy


04/08/24

Lim & Tan

Marco Polo

0.067

0.082

Buy

PER11x FY24

04/08/24

UOB Kay Hian

SATS

2.56

3.22

Buy


04/08/24

UOB Kay Hian

Seatrium

0.084

0.151

Buy


04/08/24

DMG & Partners

ST Engineering

3.99

4.5

Buy

Sum of parts

04/08/24

UOB Kay Hian

Valuetronics

0.59

0.72

Buy


Baltic dry index - 1628

Related stock: Seatrium, Cosco & Pan Ocean.

Oil rig count (weekly) - 620

Related stock: Seatrium & Cosco.

Sunday, April 7, 2024

Philippines President Marcos created troubles in South China Sea (SCS) for his own personal gains. - Part 3

President Marcos had been emboldened by the US to create troubles in South China Sea (SCS) and making false ownership claims in SCS again.  This was a dangerous antic because it could bring a war to Philippines and Philippines would become the next Ukraine.

What's the truth?  We've been stating that Philippines has no legal claims in SCS from our previous posts and we'll continue to present more evidence of that.

Let's take a look at how an international law expert commented on SCS.

In 2011, the Philippines government presented its own map that showed Scarborough Shoal (Huangyan Island) was out of its own boundary and territory (boxed in red).

Friday, April 5, 2024

Uni-Asia - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

03/02/23

Lim & Tan

Uni-Asia

0.99

1.26

Buy


03/30/23

phillip

Uni-Asia

1

1.19

Buy


04/21/23

SAC Capital

Uni-Asia

1.01

1.2

Buy

PER3.3x FY23

06/16/23

phillip

Uni-Asia

0.89

0.94

Accumulate

PER4x FY23

09/04/23

SAC Capital

Uni-Asia

0.91

1.14

Buy

PB0.45x

12/28/23

SAC Capital

Uni-Asia

0.93

1.14

Buy


03/27/24

SAC Capital

Uni-Asia

0.745

1.02

Buy