New Launch - One Sophia For Sale!

New Launch - One Sophia For Sale!
Please click the advertisement for more information.

Search This Blog

Friday, January 15, 2021

Is Sinovac's vaccine so lousy? - Part 2

https://www.globaltimes.cn/page/202101/1212746.shtml

Omg! Pfizer's vaccine has as low as 19% efficacy if it follows Sinovac's standard.

It turns out that Pfizer has not released its raw data for peer reviews to verify its efficacy and it can include or exclude any test subject for its assessment.

Like I said before, pharmaceutical companies will make false claims just to sell their drugs.

http://sg-stock.blogspot.com/2021/01/pharmaceutical-companies-will-make.html

Thursday, January 14, 2021

Is Sinovac's vaccine so lousy?

Well, I am a staunch believer in the saying, the devil lies in the details, and have conducted my own research on Sinovac's vaccine efficacy.

I will reveal what I've found out for the newly published low efficacy rate (50.4%).

https://fortune.com/2021/01/13/sinovac-vaccine-efficacy-rate-drop/

It turns out that Sinovac has more stringent and comprehensive trials conducted in Brazil compared tother vaccine manufacturers.

Sinovac's efficacy included many mild and asymptomatic subjects but other vaccine manufacturers didn't count these subjects as infected cases in their trials which explained the much higher efficacy rates.  Furthermore, Sinovac's trials included a lot of high-risk subjects (healthcare workers) compared to the US & UK trials.

However, Sinovac and Astrazeneca have a 100% efficacy rate against severe covid which is the most important because this will mean we won't end up in the hospitals.

Astrazeneca's vaccine has only 62% efficacy when injected with 2 full doses but has 100% efficacy against severe covid.

https://www.abc.net.au/news/2021-01-13/government-coronavirus-vaccine-rollout-astrazeneca-efficacy/13053302

No matter what, it is still best to be vaccinated because this will protect us from getting a severe covid.  However, the immunity might only be temporary (5 months) as stipulated in the latest UK research.

https://www.reuters.com/article/health-coronavirus-immunity/covid-19-infection-gives-some-immunity-for-at-least-5-months-uk-study-finds-idUSL8N2JO4MM

What will I choose then?

Well, I will choose the upcoming J&J's vaccine because it only requires 1 injection and this means that I will only need to suffer the side effects once instead of twice for other vaccines.

https://www.cnbc.com/2021/01/13/covid-vaccine-johnson-johnson-one-shot-safe-generates-immune-response.html

HRnetGroup - Stock calls

DateAnalystCompanyLastTargetCallValuation
02/28/20CIMBHRnetGroup0.580.58Hold
02/28/20DBS VickersHRnetGroup0.580.63HoldPER10x FY20, Ex-cash
03/02/20DMG & PartnersHRnetGroup0.560.61NeutralPER12x FY20
06/25/20CIMBHRnetGroup0.50.58Hold
08/13/20DBS VickersHRnetGroup0.480.5HoldPER7.5x FY20, Ex-cash
08/13/20DMG & PartnersHRnetGroup0.480.52NeutralDCF
09/17/20CIMBHRnetGroup0.4450.523Add
10/29/20DMG & PartnersHRnetGroup0.480.52BuyDCF
12/09/20CIMBHRnetGroup0.510.635AddPER13.2x FY22

Hongkong Land - Stock calls

DateAnalystCompanyLastTargetCallValuation
03/06/20DBS VickersHongkong Land5.055.81BuyRNAV (50% discount)
03/10/20CIMBHongkong Land4.556.05Add
05/05/20DBS VickersHongkong Land4.135.22BuyRNAV (55% discount)
07/30/20Lim & TanHongkong Land3.720Buy
07/30/20DBS VickersHongkong Land3.724.94BuyRNAV (55% discount)
08/03/20DBS VickersHongkong Land3.794.8BuyRNAV (55% discount)
08/03/20CIMBHongkong Land3.795.1Add
09/15/20Lim & TanHongkong Land3.80Buy
10/16/20Lim & TanHongkong Land3.790Buy
12/02/20CIMBHongkong Land4.195.1Add

Hong Leong Asia - Stock calls

DateAnalystCompanyLastTargetCallValuation
01/28/20Lim & TanHong Leong Asia0.6250Buy on weakness

Stock calls for 14 January 2021

DateAnalystCompanyLastTargetCallValuation
01/14/21DMG & PartnersARA Logistics0.670.74Buy
01/14/21UOB Kay HianFirst Resources1.691.85Buy
01/14/21UOB Kay HianFood Empire0.750.88Buy
01/14/21Lim & TanGL Ltd0.560Hold
01/14/21CIMBIfast Corp3.954.15HoldPER37x FY22
01/14/21UOB Kay HianSIA4.353.8SellPB0.9x FY22
01/14/21DMG & PartnersST Engineering3.884.4Buy
01/14/21Kim EngWilmar5.056.8BuyDCF & PER44x

The US inflation is coming - Part 7

https://sg.finance.yahoo.com/news/feds-bullard-sees-inflation-rising-160403236.html

St. Louis Fed sees inflation rising!

We had also reported this a week ago.

http://sg-stock.blogspot.com/2021/01/the-us-inflation-is-coming-part-3.html

Let's recap:

1. Oil price is rising.

2. USD index is declining.

3. PMI prices are rising.

4. Freight costs are rising

5. Food prices are rising.

All of these factors are causing inflation.

http://www.fao.org/worldfoodsituation/foodpricesindex/en/

Wednesday, January 13, 2021

Ho Bee - Stock calls

DateAnalystCompanyLastTargetCallValuation
09/14/20CIMBHo Bee2.192.7AddUp from $2.56
10/20/20UOB Kay HianHo Bee2.283.32BuyRNAV (40% discount)

Hi-P - Stock calls

DateAnalystCompanyLastTargetCallValuation
02/14/20DBS VickersHi-P1.31.37HoldPER14x FY20
02/18/20Kim EngHi-P1.311SellPB1.2x FY20
03/30/20Kim EngHi-P0.830.78HoldRoe-g/Coe-g, PB1x FY20
04/02/20DBS VickersHi-P0.8350.85Hold
04/20/20Kim EngHi-P0.970.78NeutralPB1x FY20
08/03/20Kim EngHi-P1.281.23HoldPB1.4x FY21
08/03/20DBS VickersHi-P1.281.34HoldPER13x FY21
08/03/20UOB Kay HianHi-P1.281.11Sell
09/09/20CIMBHi-P1.181.23HoldPB1.52x FY20
09/30/20Kim EngHi-P1.131.23BuyPB1.4x FY21
10/05/20CIMBHi-P1.141.23Hold
12/21/20Kim EngHi-P21.23SellAccept offer price of $2
12/21/20Lim & TanHi-P22Accept Offeroffer price @ $2

Guocoland - Stock calls

DateAnalystCompanyLastTargetCallValuation
08/25/20Lim & TanGuocoland1.40Accumulate

Stock calls for 13 January 2021

DateAnalystCompanyLastTargetCallValuation
01/13/21Kim EngAEM3.845.05Buy
01/13/21CIMBAEM3.844.63Add
01/13/21Kim EngFrencken1.341.39Buy
01/13/21MacquarieGenting0.870.95outperformEV/Ebitda
01/13/21AmfrasersInnotek0.650.73OutperformEV/Ebita0.5x
01/13/21DMG & PartnersOxley0.2350.27Buy
01/13/21CIMBRiverstone1.412.5Add
01/13/21AminvestmentTop Glove2.182.13HoldRinggit target $6.50
01/13/21Kim EngUMS1.21.41Buy
01/13/21Kim EngVenture19.9623.27Buy
01/13/21UOB Kay HianWilmar5.086.4Buy

Hot news: The Brazil covid variant could reinfect ex-covid patient.

https://virological.org/t/spike-e484k-mutation-in-the-first-sars-cov-2-reinfection-case-confirmed-in-brazil-2020/584

A Brazilian was reinfected with covid containing the E484K spike protein mutation in less than 6 months.

This is bad news for mankind because the patient's immunity cannot recognize the mutated E484K spike protein.

It seems that our existing vaccines are produced to recognize the N502Y spike protein but not the E484K spike protein.

Let's wait for scientists to confirm this.

Tuesday, January 12, 2021

Great Eastern - Stock calls

DateAnalystCompanyLastTargetCallValuation
02/21/20CitibankGreat Eastern22.1527Buy
03/18/20CitibankGreat Eastern18.219.5Hold

Grand Venture - Stock calls

DateAnalystCompanyLastTargetCallValuation
07/06/20CIMBGrand Venture0.220.262Add
08/12/20CIMBGrand Venture0.260.36Add

Golden Agri - Stock calls

DateAnalystCompanyLastTargetCallValuation
01/20/20DMG & PartnersGolden Agri0.2350.27BuySum of parts
03/02/20DMG & PartnersGolden Agri0.20.25BuySum of parts
03/02/20OCBCGolden Agri0.20.22Hold
03/02/20UOB Kay HianGolden Agri0.20.22HoldBuy @ $0.20
03/02/20CIMBGolden Agri0.20.21HoldSum of parts (20% discount)
03/24/20DMG & PartnersGolden Agri0.1290.125SellSum of parts, PER15x FY20
05/15/20DMG & PartnersGolden Agri0.1460.12SellSum of parts
06/26/20DMG & PartnersGolden Agri0.150.13SellSum of parts
08/17/20DMG & PartnersGolden Agri0.1540.13SellSum of parts
08/17/20CIMBGolden Agri0.1540.12Reduce
08/25/20UOB Kay HianGolden Agri0.1450.14Hold
11/03/20DMG & PartnersGolden Agri0.140.13SellSum of parts
11/19/20OCBCGolden Agri0.1520.13Sell

Stock calls for 12 January 2021

DateAnalystCompanyLastTargetCallValuation
01/12/21Kim EngComfortdelgro1.691.88BuyDCF
01/12/21UOB Kay HianDBS26.9231.48Buy
01/12/21UOB Kay HianGenting0.861.08Buy
01/12/21UOB Kay HianOCBC10.614.62Buy
01/12/21AmfrasersSunpower0.8551.45outperform
01/12/21DBS VickersSunpower0.8550.94BuyDCF
01/12/21CIMBUG Healthcare0.6651.7Add
01/12/21OCBCUOB23.7926.3Buy

First case of US death after covid vaccination.

https://miami.cbslocal.com/2021/01/11/death-south-florida-doctor-coronavirus-vaccine-investigated/

The American doctor had died 2 weeks later after taking his covid vaccination.

I hope this death has nothing to do with the vaccination because we order the US vaccines too.

Monday, January 11, 2021

GL Ltd - Stock calls

DateAnalystCompanyLastTargetCall
03/19/20Lim & TanGL Ltd0.4950.8Hold
07/28/20Lim & TanGL Ltd0.590.7Hold
08/27/20Lim & TanGL Ltd0.5550Hold
10/05/20Lim & TanGL Ltd0.5250Hold

GKE - Stock calls

DateAnalystCompanyLastTargetCallValuation
01/07/21CIMBGKE0.1380.18AddSum of parts

Genting - Stock calls

DateAnalystCompanyLastTargetCallValuation
01/14/20DBS VickersGenting0.921.2Buy
02/10/20DBS VickersGenting0.861.2Buy
02/11/20UOB Kay HianGenting0.850.95Buy
02/13/20Kim EngGenting0.8750.99BuyEV/Ebitda7x FY20
02/13/20DMG & PartnersGenting0.8750.85NeutralEV/Ebitda7x FY20
02/13/20CIMBGenting0.8751AddEV/Ebitda8x CY21
02/13/20DBS VickersGenting0.8751.1BuyDCF
03/18/20CIMBGenting0.620.76AddEV/Ebitda7x FY21
03/18/20Kim EngGenting0.620.84Buy
03/20/20DMG & PartnersGenting0.510.64BuyEV/Ebitda6x FY20/21
03/20/20DBS VickersGenting0.510.8BuyDCF & EV/Ebita6x FY20
04/06/20DBS VickersGenting0.650.81Buy
04/06/20UOB Kay HianGenting0.650.8BuyEV/Ebitda8.9x FY20
05/04/20DBS VickersGenting0.7850.75HoldSum of parts
05/14/20Lim & TanGenting0.7650Sell
05/14/20Kim EngGenting0.7650.81BuyDCF
05/14/20CIMBGenting0.7650.76AddEV/Ebitda7x FY21
05/15/20DMG & PartnersGenting0.730.64Take ProfitEV/Ebitda6x FY21
06/29/20Lim & TanGenting0.760Hold
07/01/20DMG & PartnersGenting0.760.73NeutralEV/Ebitda6x FY21
07/02/20UOB Kay HianGenting0.7650.8HoldBuy @ $0.68
07/07/20CIMBGenting0.780.84Add
07/23/20Kim EngGenting0.770.8HoldDCF
08/07/20CIMBGenting0.710.73AddEv/Ebitda8.5x CY21
08/07/20OCBCGenting0.710.68Hold
08/07/20HL InvestmentGenting0.710.75HoldEV/Ebitda7x FY21, Cut from $0.79
08/07/20DMG & PartnersGenting0.710.62SellPB1x FY21
08/07/20DBS VickersGenting0.710.7HoldEv/Ebitda7x FY21 & DCF
08/07/20Kim EngGenting0.710.76HoldDCF
08/24/20Lim & TanGenting0.6950Sell
10/22/20UOB Kay HianGenting0.6650.69HoldEV/Ebitda6x FY21
11/16/20UOB Kay HianGenting0.7450.98BuyEV/Ebitda10x FY21
11/16/20Kim EngGenting0.7450.78HoldDCF
11/16/20CIMBGenting0.7450.86AddEV/Ebitda8.6x CY22
11/17/20DBS VickersGenting0.8051BuySum of parts
11/17/20DMG & PartnersGenting0.8050.72Neutral
11/17/20OCBCGenting0.8050.96BuyEV/Ebitda8.5x FY21
12/09/20UOB Kay HianGenting0.850.98Buy
12/15/20Kim EngGenting0.850.95BuyDCF