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Wednesday, January 27, 2021

Stock calls for 27 January 2021

Date

Analyst

Company

Last

Target

Call

Valuation

01/27/21

Kim Eng

ARA Logistics

0.675

0.8

Buy

DDM

01/27/21

Kim Eng

DBS

25.7

29.78

Buy


01/27/21

DBS Vickers

Keppel DC Reit

2.89

2.8

Hold

DCF

01/27/21

UOB Kay Hian

Mapletree Logistics

2.01

2.08

Hold

Buy @ $1.88

01/27/21

OCBC

Mapletree Logistics

2.01

2.17

Hold


01/27/21

CIMB

Mapletree Logistics

2.01

2.1

Hold


01/27/21

DBS Vickers

OCBC

10.39

11.9

Buy

GGM, PB1.03x FY21

01/27/21

Kim Eng

OCBC

10.39

12.24

Buy


01/27/21

CIMB

Parkway Life

4.06

4.11

Hold


01/27/21

Kim Eng

Suntec Reit

1.55

1.19

Sell

DDM

01/27/21

OCBC

Suntec Reit

1.55

1.59

Hold


01/27/21

UOB Kay Hian

Suntec Reit

1.55

1.72

Buy


01/27/21

CIMB

Suntec Reit

1.55

1.76

Add


01/27/21

DMG & Partners

Suntec Reit

1.55

1.79

Buy


01/27/21

DBS Vickers

UOB

23.33

26.8

Buy

GGM, PB1.04x FY21

01/27/21

Kim Eng

UOB

23.33

25.57

Hold


China's FDIs showed that companies didn't leave China and proved many analysts wrong.

https://www.cnbc.com/2021/01/24/china-received-more-foreign-investment-last-year-than-us-un-says.html

Many analysts badmouthed China (I shrugged at this) and proclaimed that thousands of companies would leave China because of the US-China trade war.  However, the UN statistics showed otherwise.  Not only there was an increase in China's FDI but it leaped past the US's FDI.  Therefore, this meant that many companies left the US instead because of the US-China trade war.

Furthermore, there are more companies willing to do business with China rather than the US.  Money talks!

10 elderly Germans died after taking covid vaccination.

https://www.republicworld.com/world-news/europe/10-dead-in-germany-within-4-days-of-covid-19-vaccine-inoculation-probe-ordered.html

Germany also has elderly dying after taking vaccinations.

Let's do a fact check: There are vaccination-related deaths in Norway, Germany and the US but these deaths are not documented in the clinical trials before.


Minister Wong: The pandemic could last 4-5 years.

https://www.channelnewsasia.com/news/singapore/covid-19-pandemic-could-last-4-to-5-years-lawrence-wong-14038700

Our minister Wong has given us a heads-up about our future.  The world will never be the same anymore.  His projection also debunks the SUTD's data analysis.

http://sg-stock.blogspot.com/2020/06/sutd-made-bizarre-epidemic-prediction.html

Tuesday, January 26, 2021

An American has died hours after taking covid vaccination.

https://www.businessinsider.in/international/news/covid-19-vaccine-recipient-dies-after-getting-jab-in-california/articleshow/80447547.cms

It seems that the mRNA vaccine's effects have not been fully understood by the clinical trial scientists.  First, we have the body convulsions in hundreds of people.  Then, we have an almost immediate death after vaccination.  No convulsion and/or death had been documented in all the trials.  I wonder why???

Koufu - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/06/20

DBS Vickers

Koufu

0.775

0.88

Buy


02/12/20

UOB Kay Hian

Koufu

0.725

0.83

Buy


02/13/20

DBS Vickers

Koufu

0.735

0.84

Buy

PER17x FY20

03/02/20

DBS Vickers

Koufu

0.705

0.84

Buy

PER17x FY20

03/03/20

UOB Kay Hian

Koufu

0.71

0.81

Buy


03/03/20

Lim & Tan

Koufu

0.71

0

Hold


04/22/20

DBS Vickers

Koufu

0.615

0.68

Hold


04/24/20

UOB Kay Hian

Koufu

0.6

0.69

Buy


06/01/20

DBS Vickers

Koufu

0.65

0.68

Hold


06/15/20

DBS Vickers

Koufu

0.655

0.75

Buy

PER17x FY20/21

06/15/20

CIMB

Koufu

0.655

0.86

Add

PER19x FY21

07/02/20

CIMB

Koufu

0.695

0.86

Add

PER19x FY21

07/03/20

DBS Vickers

Koufu

0.715

0.75

Buy


07/03/20

UOB Kay Hian

Koufu

0.715

0.78

Buy


07/03/20

Lim & Tan

Koufu

0.715

0

Hold


08/12/20

DBS Vickers

Koufu

0.68

0.77

Buy

PER17x FY21

08/13/20

UOB Kay Hian

Koufu

0.675

0.78

Buy


08/13/20

Lim & Tan

Koufu

0.675

0

Buy on weakness


08/17/20

CIMB

Koufu

0.685

0.86

Add


08/25/20

Lim & Tan

Koufu

0.675

0

Accumulate


09/11/20

DBS Vickers

Koufu

0.67

0.77

Buy


10/16/20

UOB Kay Hian

Koufu

0.655

0.73

Buy

PER17.2x FY21

11/23/20

UOB Kay Hian

Koufu

0.66

0.73

Buy


12/16/20

CIMB

Koufu

0.66

0.94

Add


01/06/21

DBS Vickers

Koufu

0.685

0.77

Buy


Kimly - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

06/16/20

DMG & Partners

Kimly

0.22

0.24

Neutral


06/26/20

DMG & Partners

Kimly

0.225

0.26

Buy

DCF

08/28/20

DMG & Partners

Kimly

0.255

0.26

Buy


10/12/20

UOB Kay Hian

Kimly

0.265

0.36

Buy


10/12/20

DMG & Partners

Kimly

0.265

0.32

Buy

Up from $0.29

11/30/20

UOB Kay Hian

Kimly

0.29

0.36

Buy


12/08/20

DMG & Partners

Kimly

0.305

0.34

Buy

DCF

01/19/21

DMG & Partners

Kimly

0.335

0.39

Buy