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Monday, January 25, 2021

Keppel DC Reit - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/22/20

CIMB

Keppel DC Reit

2.25

2.03

Hold

DDM

01/23/20

DBS Vickers

Keppel DC Reit

2.22

2.4

Buy

DCF

02/04/20

DBS Vickers

Keppel DC Reit

2.27

2.4

Buy


02/25/20

DBS Vickers

Keppel DC Reit

2.5

2.55

Hold

DCF

03/02/20

DBS Vickers

Keppel DC Reit

2.32

2.55

Hold

DCF

03/11/20

Amfrasers

Keppel DC Reit

2.38

2.19

Neutral


03/13/20

Phillip

Keppel DC Reit

2.14

2.06

Accumulate


03/19/20

CIMB

Keppel DC Reit

1.86

2.17

Add


04/22/20

CIMB

Keppel DC Reit

2.44

2.17

Hold


04/22/20

OCBC

Keppel DC Reit

2.44

2.54

Hold


04/24/20

Phillip

Keppel DC Reit

2.45

2.2

Hold

DDM

07/22/20

Phillip

Keppel DC Reit

2.75

2.57

Neutral

DDM, Up from $2.31

07/22/20

DBS Vickers

Keppel DC Reit

2.75

2.8

Hold

DCF

07/22/20

CIMB

Keppel DC Reit

2.75

2.88

Hold

DDM

07/22/20

Lim & Tan

Keppel DC Reit

2.75

0

Hold


07/22/20

OCBC

Keppel DC Reit

2.75

2.86

Hold


09/14/20

Phillip

Keppel DC Reit

2.88

2.57

Neutral


10/06/20

OCBC

Keppel DC Reit

2.9

3.32

Buy


10/19/20

Phillip

Keppel DC Reit

3.04

2.57

Neutral


10/21/20

Lim & Tan

Keppel DC Reit

2.97

0

Hold


10/22/20

CIMB

Keppel DC Reit

2.99

2.88

Hold

DDM

10/23/20

OCBC

Keppel DC Reit

3

3.41

Buy


10/26/20

Phillip

Keppel DC Reit

3

2.91

Neutral

DDM

11/30/20

OCBC

Keppel DC Reit

2.85

3.41

Buy


01/18/21

Phillip

Keppel DC Reit

2.85

2.91

Neutral


01/18/21

Credit Suisse

Keppel DC Reit

2.85

3.08

Outperform


Stock calls for 25 January 2021

Date

Analyst

Company

Last

Target

Call

Valuation

01/25/21

Lim & Tan

Capitaland

3.4

0

Hold


01/25/21

OCBC

Capitaland Integrated Commercial Trust

2.28

2.6

Buy


01/25/21

OCBC

DBS

26.17

29.45

Hold

GGM, PB1.35x FY22

01/25/21

UOB Kay Hian

DBS

26.17

29.45

Hold


01/25/21

CIMB

ESR-Reit

0.405

0.49

Add


01/25/21

Phillip

Frasers Centrepoint Trust

2.59

2.93

Buy

DDM

01/25/21

Kim Eng

Frasers Centrepoint Trust

2.59

2.9

Buy

DDM

01/25/21

UOB Kay Hian

Frasers Centrepoint Trust

2.59

3.18

Buy


01/25/21

OCBC

Frasers Centrepoint Trust

2.59

2.95

Buy


01/25/21

UOB Kay Hian

Keppel Corp

5.64

6.3

Buy


01/25/21

UOB Kay Hian

OCBC

10.62

14.65

Buy


01/25/21

DBS Vickers

Sabana

0.395

0.45

Buy

DCF

01/25/21

UOB Kay Hian

Sembcorp Industries

1.77

2.02

Buy


01/25/21

phillip

SGX

10.09

11.01

Accumulate

PER23x

01/25/21

Kim Eng

SGX

10.09

11.48

Buy

DCF & PER29x

01/25/21

DBS Vickers

SGX

10.09

10.2

Hold


01/25/21

CIMB

SGX

10.09

11.61

Add


01/25/21

DMG & Partners

SGX

10.09

11.6

Buy


01/25/21

Macquarie

UOB

23.7

26.25

Outperform


The US inflation is coming - Part 8


We had already reported on the rising freight costs previously.



It looks like the freight situation is getting direr now!

Can the US do 100m inoculations in 100 days?

https://www.cnbc.com/2021/01/24/cdc-director-government-does-not-know-how-much-covid-vaccine-the-us-has.html

Biden has a very ambitious plan to do 100m inoculations in 100 days but it looks increasingly difficult to achieve.  Why?

This is because the US doesn't know how many covid vaccines it has and it also doesn't have a distribution plan in place.

https://www.usnews.com/news/top-news/articles/2021-01-24/trump-administration-had-no-coronavirus-vaccine-distribution-plan-white-house

Therefore, Biden has to start a distribution plan with a clean slate and this will be time-consuming.  I foresee great difficulty in achieving the goal of 100m doses and Biden will under-deliver his presidential promise.

Saturday, January 23, 2021

Baltic dry index - 1810


 Related stock: Sembcorp Marine, Cosco & Pan ocean.

US rig count (weekly) - 378


 Related stock: Keppel Corp, Sembcorp Marine & Cosco.

Latest updates on Covid variants.

https://www.cnbc.com/2021/01/22/boris-johnson-evidence-new-covid-variant-associated-with-higher-mortality-.html

UK PM Boris had indicated that the B117 variant might be more deadly than the original virus and would lead to higher mortality.

The US President Biden had also indicated that the US couldn't control its pandemic in the next few months and the death toll would reach 600k.

https://www.cnbc.com/2021/01/22/biden-says-nothing-can-change-the-trajectory-of-covid-pandemic-over-the-next-several-months.html

The B117 variant has already entered the US and another variant has been found.  The new L452R variant may be vaccine-resistant and this will cause an exponential rise in infections in the US and result in a higher death toll that Biden had predicted.  The new L452R is very infectious as it has grown its presence from 3.8% to 25.2% in the US in less than 1 month.

https://www.yahoo.com/entertainment/another-covid-19-variant-discovered-224910744.html