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Monday, April 15, 2024

Ascendas Reits (A-Reit) - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/05/23

UOB Kay Hian

A-Reit

2.75

3.21

Buy


01/05/23

DMG & Partners

A-Reit

2.75

3.15

Buy


01/09/23

UOB Kay Hian

A-Reit

2.73

3.27

Buy


01/18/23

DBS Vickers

A-Reit

2.74

3.4

Buy


02/03/23

CIMB

A-Reit

2.94

3.06

Add

DDM

02/06/23

UOB Kay Hian

A-Reit

3

3.3

Buy

DDM

02/06/23

Lim & Tan

A-Reit

3

3.08

Hold


02/07/23

DMG & Partners

A-Reit

2.96

3.25

Buy

DDM

03/14/23

Kim Eng

A-Reit

2.68

2.75

Hold


03/29/23

DMG & Partners

A-Reit

2.82

3.25

Buy


04/04/23

UOB Kay Hian

A-Reit

2.88

3.3

Buy


05/03/23

DBS Vickers

A-Reit

2.83

3.4

Buy


05/03/23

CIMB

A-Reit

2.83

3.06

Add

DDM

05/04/23

DMG & Partners

A-Reit

2.81

3.25

Buy

DDM

05/04/23

Citi Research

A-Reit

2.81

3.06

Buy


05/16/23

Lim & Tan

A-Reit

2.88

3.11

Hold


05/17/23

UOB Kay Hian

A-Reit

2.88

3.3

Buy

DDM

06/01/23

UOB Kay Hian

A-Reit

2.7

3.3

Buy


07/03/23

UOB Kay Hian

A-Reit

2.72

3.3

Buy

DDM

07/20/23

DMG & Partners

A-Reit

2.8

3.25

Buy


08/01/23

DBS Vickers

A-Reit

2.81

3.4

Buy


08/01/23

CIMB

A-Reit

2.81

3.06

Add

DDM

08/01/23

DMG & Partners

A-Reit

2.81

3.2

Buy

DDM

08/01/23

Lim & Tan

A-Reit

2.81

0

Accumulate


08/01/23

Citi Research

A-Reit

2.81

3.02

Buy

Sum of parts

09/05/23

UOB Kay Hian

A-Reit

2.8

3.3

Buy


10/05/23

UOB Kay Hian

A-Reit

2.66

3.13

Buy


10/30/23

DBS Vickers

A-Reit

2.51

3.4

Buy


10/30/23

CIMB

A-Reit

2.51

3.06

Add

DDM

11/01/23

Kim Eng

A-Reit

2.6

2.65

Buy


11/01/23

Citi Research

A-Reit

2.6

3.02

Buy

Sum of parts

11/02/23

UOB Kay Hian

A-Reit

2.6

3.13

Buy

DDM

11/20/23

DMG & Partners

A-Reit

2.8

3.2

Buy

DDM

12/01/23

UOB Kay Hian

A-Reit

2.84

3.13

Buy


12/12/23

CIMB

A-Reit

2.83

3.06

Add


01/02/24

UOB Kay Hian

A-Reit

3.03

3.13

Buy


01/03/24

UOB Kay Hian

A-Reit

2.98

3.5

Buy


02/02/24

Lim & Tan

A-Reit

2.84

3.15

Accumulate


02/02/24

CIMB

A-Reit

2.84

3.06

Add

DDM

02/05/24

UOB Kay Hian

A-Reit

2.87

3.62

Buy

DDM

02/19/24

DMG & Partners

A-Reit

2.78

3.2

Buy


03/13/24

UOB Kay Hian

A-Reit

2.72

3.62

Buy

DDM

04/02/24

Lim & Tan

A-Reit

2.78

3.13

Accumulate


04/15/24

DMG & Partners

A-Reit

2.7

3.2

Buy


17Live Group - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

04/08/24

Phillip

17Live Group

1.03

2.3

Buy

DCF

Stock calls for 15 April 2024

Date

Analyst

Company

Last

Target

Call

Valuation

04/15/24

DMG & Partners

A-Reit

2.7

3.2

Buy


04/15/24

Phillip

ART

0.93

1.04

Accumulate


04/15/24

UOB Kay Hian

BRC Asia

1.94

2.42

Buy

PER7.5x

04/15/24

DMG & Partners

Centurion

0.435

0.64

Buy


04/15/24

DMG & Partners

DBS

36.12

38.3

Buy


04/15/24

phillip

Far East Hospitality

0.63

0.79

Buy


04/15/24

DMG & Partners

Frencken

1.6

1.8

Buy


04/15/24

Phillip

Lendlease Reit

0.58

0.83

Buy


04/15/24

DMG & Partners

OCBC

13.77

13.1

Neutral


04/15/24

DMG & Partners

Riverstone

0.76

0.93

Buy


04/15/24

DMG & Partners

Singtel

2.37

3.15

Buy


04/15/24

Phillip

Suntec Reit

1.15

1.47

Buy


04/15/24

DMG & Partners

UOB

29.57

29

Neutral


Baltic dry index - 1729

Related stock: Seatrium, Cosco & Pan Ocean.

US rig count (weekly) - 617


Related stock: Seatrium & Cosco.

Saturday, April 13, 2024

Ukraine will lose the war in 2024! - Part 2

BBC had just acknowledged that Ukraine could lose the war in 2024 after our blog post below.


After Ukraine loses this war and Zelensky loses his presidential position, those countries that sanction Russia will look inane and foolish.  Hahaha!

Friday, April 12, 2024

Yanlord - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

03/10/23

OCBC

Yanlord

0.935

0.97

Hold


03/20/23

DBS Vickers

Yanlord

0.885

1.06

Buy

PER4.1x FY23

08/15/23

DBS Vickers

Yanlord

0.735

1.06

Buy


08/17/23

DBS Vickers

Yanlord

0.715

0.89

Buy

RNAV (62% disc)

03/01/24

DBS Vickers

Yanlord

0.47

0.67

Buy

RNAV (74% disc)