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Friday, February 28, 2020

Stock calls for 28 February 2020

DateAnalystCompanyLastTargetCallValuation
02/28/20DBS VickersAEM2.242.52BuyPER11.2x FY20
02/28/20UOB Kay HianCapitaland3.643.7HoldBuy @ $3.50
02/28/20DBS VickersCapitaland3.644.5BuyRNAV (20% discount)
02/28/20DBS VickersChina Aviation Oil1.161.65BuyPER10x FY20
02/28/20UOB Kay HianCity Developments10.1712.5Buy
02/28/20DMG & PartnersCSE Global0.5450.73BuyDCF
02/28/20UOB Kay HianCSE Global0.5450.72Buy
02/28/20CIMBCSE Global0.5450.77AddPER13.5x FY21
02/28/20DBS VickersDelfi0.961.55BuyPER23x FY20
02/28/20DBS VickersFirst Resources1.631.99BuyDCF
02/28/20Kim EngFirst Resources1.631.85BuyPER18x FY20
02/28/20DBS VickersFrencken0.8651.06BuyPER10x FY20
02/28/20AmfrasersFrencken0.8651.01outperform
02/28/20DMG & PartnersFu Yu0.250.32BuyDCF
02/28/20CIMBHRnetGroup0.580.58Hold
02/28/20DBS VickersHRnetGroup0.580.63Hold
02/28/20CIMBPropnex0.5550.7AddDCF
02/28/20UOB Kay HianPropnex0.5550.68Buy
02/28/20CIMBVenture16.5117.66Add
02/28/20DBS VickersVenture16.5118.5BuyPER13.9x FY20
02/28/20UOB Kay HianVenture16.5119.8Buy
02/28/20Lim & TanVenture16.510Buy on weakness
02/28/20Kim EngVenture16.5118.23BuyPB2x FY20
02/28/20Morgan StanleyWilmar4.155Overweight
02/28/20Credit SussieWilmar4.154.8Outperform
02/28/20JP MorganWilmar4.155Overweight

Thursday, February 27, 2020

MM2 Asia - Stock calls

DateAnalystCompanyLastTargetCallValuation
02/14/19DBS VickersMM2 Asia0.30.33HoldSum of parts
02/21/19CIMBMM2 Asia0.30.37AddSum of parts
02/21/19Kim EngMM2 Asia0.30.34BuyPEG0.93x
03/26/19Kim EngMM2 Asia0.3150.34BuyPEG0.93x
05/31/19DBS VickersMM2 Asia0.240.34BuySum of parts, PER16x FY20
06/04/19Kim EngMM2 Asia0.2450.26Hold
07/19/19DBS VickersMM2 Asia0.230.34BuyPER16x FY20
08/15/19DBS VickersMM2 Asia0.1970.29BuySum of parts
08/20/19Kim EngMM2 Asia0.1860.2HoldPEG1x
10/09/19CIMBMM2 Asia0.2150.32AddSum of parts
11/15/19DBS VickersMM2 Asia0.2850.3HoldSum of parts, PER12.8x FY20

MIT - Stock calls

DateAnalystCompanyLastTargetCallValuation
03/27/19Lim & TanMIT0.360.405BuyMid-point of $0.4-0.41

Mindchamps - Stock calls

DateAnalystCompanyLastTargetCallValuation
04/05/19DMG & PartnersMindchamps0.6550.87Buy
05/17/19DMG & PartnersMindchamps0.660.83BuyDCF
08/27/19DMG & PartnersMindchamps0.5250.83Buy
12/11/19DMG & PartnersMindchamps0.460.87Buy

Stock calls for 27 February 2020

DateAnalystCompanyLastTargetCallValuation
02/27/20DMG & PartnersCapitaland3.674.2BuyRNAV (20% discount)
02/27/20OCBCCapitaland3.674.24BuyRNAV (20% discount)
02/27/20CIMBCapitaland3.674.25Add
02/27/20CIMBChina Aviation Oil1.161.25HoldPER8.5x FY21
02/27/20CIMBCity Developments10.3712.09Add
02/27/20OCBCCity Developments10.3712.01BuyRNAV (35% discount)
02/27/20DBS VickersCity Developments10.3713Buy
02/27/20Lim & TanFu Yu0.250Hold
02/27/20phillipPenguin0.6750.88BuyPER5x FY20 (ex-cash)
02/27/20CIMBRiverstone1.051.3Add
02/27/20DBS VickersRiverstone1.051.34Buy

Omg! Japan is fudging its covid-19 statistics because of the upcoming Olympics.

https://www.cnbc.com/2020/02/25/coronavirus-tokyo-games-ioc-member-says-more-likely-to-cancel-than-move.html

There is reliable speculation that Japan is fudging its covid-19 statistics to avoid cancellation of the Olympics as the IOC will cancel the event if the virus outbreak is not contained by May in Japan.  Some Japanese are complaining that their government is refusing to check people with some symptoms thoroughly for covid-19 virus because the government doesn't want to increase the covid-19 cases in Japan.

Japan has already spent billions to prepare and build infrastructures for the upcoming Olympics in July.  If this event is cancelled, Japanese firms will lose billions and many will go bankrupt.  Some hotels have closed down because of the covid-19 outbreak as there are few tourists now.

If Japan was allowed to hold the Olympics with its pseudo covid-19 statistics, there would be a major pandemic thereafter.  Consequently, there will be a global recession and global stock market crashes.

Wednesday, February 26, 2020

Micro-Mechanics - Stock calls

DateAnalystCompanyLastTargetCallValuation
01/30/19PhillipMicro-Mechanics1.671.7AccumulatePER15x FY19
05/02/19PhillipMicro-Mechanics1.631.63NeutralPER15x FY20
09/03/19PhillipMicro-Mechanics1.591.6NeutralPER15x FY20
11/05/19PhillipMicro-Mechanics1.91.6Reduce
02/12/20PhillipMicro-Mechanics1.881.6ReducePER15x FY20

Mermaid Maritime - Stock calls

DateAnalystCompanyLastTargetCallValuation
03/19/19DBS VickersMermaid Maritime0.0840.06SellSum of parts
03/19/19CIMBMermaid Maritime0.0840.158HoldPB0.48x CY18

Memtech - Stock calls

DateAnalystCompanyLastTargetCallValuation
02/28/19Lim & TanMemtech1.030Buy on weakness
02/28/19CIMBMemtech1.031.08HoldPER8.5x FY20
03/01/19UOB Kay HianMemtech0.9851.33BuyPER11x FY19
04/26/19UOB Kay HianMemtech0.961.33Buy
05/15/19CIMBMemtech1.091.35Accept offeroffer $1.35
05/15/19Lim & TanMemtech1.091.35Accept offeroffer $1.35
06/17/19Lim & TanMemtech1.331.35Accept offeroffer $1.35