Stock calls for 11 February 2021

Date	Analyst	Company	Last	Target	Call	Valuation
02/11/21	CIMB	Comfortdelgro	1.58	1.7	Add
02/11/21	UOB Kay Hian	DBS	26	29.3	Hold
02/11/21	DMG & Partners	DBS	26	30	Buy
02/11/21	Kim Eng	DBS	26	29.14	Buy
02/11/21	OCBC	Frasers Logistics	1.41	1.62	Buy
02/11/21	OCBC	Genting	0.865	1.02	Buy	EV/Ebitda8.5x FY21
02/11/21	CIMB	Lendlease Reit	0.79	0.858	Add
02/11/21	UOB Kay Hian	SATS	4.09	3.96	Hold
02/11/21	CIMB	SBS Transit	2.97	3.6	Add
02/11/21	CIMB	Silverlake	0.26	0.33	Add
02/11/21	UOB Kay Hian	Singtel	2.4	2.84	Buy
02/11/21	Lim & Tan	Singtel	2.4	0	Buy

Australia is paying a heavy price to be anti-China and for no good reason.

https://sg.finance.yahoo.com/news/africas-miners-winemakers-toast-chinas-133745040.html

WHO had vindicated China by debunking all the China virus lies and the Aussie was part of those countries who embarked on the smearing campaign against China.

Thereafter, China retaliated against Australia by imposing bans on Aussie goods but Australia remained foolishly defiant.

Then, China started to imports coals from Indonesia and South Africa, wines from South Africa, and dairy products from NZ.

The Australian government doesn't know that it is very difficult to win back the market share that it has lost to other competitors and other western countries also won't be able to make up for the losses in China orders because these western countries also produce the same products as Australia.  For example, the EU and US also produce wines and dairy products.  The Aussie good days are over until they change their inane mindset (anti-China).

Riverstone - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
02/27/20	CIMB	Riverstone	1.05	1.3	Add
02/27/20	DBS Vickers	Riverstone	1.05	1.34	Buy	PER20x FY20
05/08/20	UOB Kay Hian	Riverstone	1.21	1.46	Buy	PER22x FY20
05/13/20	UOB Kay Hian	Riverstone	1.62	2.15	Buy	PER23.7x FY20
05/13/20	DBS Vickers	Riverstone	1.62	2.2	Buy	PER26x FY20
05/14/20	CIMB	Riverstone	1.84	1.86	Add	PER19.3x CY21
05/22/20	CIMB	Riverstone	1.94	2.5	Add	PER22.7x CY21
05/26/20	UOB Kay Hian	Riverstone	1.87	2.53	Buy	PER23.1x FY20
06/03/20	DBS Vickers	Riverstone	2.24	3.09	Buy	PER28x FY20
06/12/20	CIMB	Riverstone	2.25	3.12	Add	PER22.7x CY21
06/17/20	UOB Kay Hian	Riverstone	2.37	3.15	Buy	PER23.1x FY20
07/07/20	UOB Kay Hian	Riverstone	2.93	3.6	Buy	PER23.1x FY20
07/09/20	CIMB	Riverstone	3.3	3.9	Add
07/15/20	DBS Vickers	Riverstone	3.1	3.9	Buy	PER24x FY20
08/06/20	DBS Vickers	Riverstone	4.21	5.51	Buy	PER28.4x FY21
08/07/20	UOB Kay Hian	Riverstone	4.53	6	Buy	PER23.2x FY21
08/07/20	CIMB	Riverstone	4.53	5.55	Add
09/01/20	UOB Kay Hian	Riverstone	4.02	6	Buy	PER23.2x FY21
10/26/20	UOB Kay Hian	Riverstone	3.7	5.97	Buy	PER15.9x FY21
10/29/20	DMG & Partners	Riverstone	3.64	5.45	Buy	DCF, PER12.7x FY21
11/11/20	CIMB	Riverstone	1.63	2.5	Add	PER17x CY22, Ex-Bonus 1-for-1
11/11/20	UOB Kay Hian	Riverstone	1.63	2.99	Buy	PER15.9x FY21
11/11/20	DBS Vickers	Riverstone	1.63	2.03	Hold	PER13x
11/11/20	DMG & Partners	Riverstone	1.63	2.73	Buy
12/09/20	UOB Kay Hian	Riverstone	1.26	2.99	Buy
01/11/21	DBS Vickers	Riverstone	1.35	1.85	Buy	PER12.8x FY21/22
01/11/21	UOB Kay Hian	Riverstone	1.35	2.99	Buy	PER15.9x FY21
01/13/21	CIMB	Riverstone	1.41	2.5	Add
02/03/21	DBS Vickers	Riverstone	1.52	1.85	Buy

Rex - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/05/20	UOB Kay Hian	Rex	0.184	0.27	Buy	Sum of parts
07/22/20	UOB Kay Hian	Rex	0.188	0.3	Buy	Sum of parts