Date | Analyst | Company | Last | Target | Call | Valuation |
12/14/20 | Phillip | Fortress Minerals | 0.205 | 0.275 | Buy | PER11x FY21 |
01/18/21 | Phillip | Fortress Minerals | 0.31 | 0.47 | Buy | PER11x FY21 |
Tuesday, March 30, 2021
Fortress Minerals - Stock calls
Stock calls for 30 March 2021
Date | Analyst | Company | Last | Target | Call | Valuation |
03/30/21 | Macquarie | Comfortdelgro | 1.74 | 1.8 | Outperform | |
03/30/21 | DMG & Partners | Fu Yu | 0.305 | 0.33 | Buy | |
03/30/21 | Kim Eng | Q&M | 0.605 | 0.87 | Buy | |
03/30/21 | OCBC | Shangri-La HKD | 8 | 9.74 | Buy | Up from $7.02 |
03/30/21 | UOB Kay Hian | SPH | 1.5 | 1.74 | Buy |
Is Quad Alliance serious in helping South East Asia (SEA)? No! - Part 2
The West is trying to use falsehoods to smear and bargain with China. - Part 2
Russia has thrown its weight behind Myanmar Junta.
Monday, March 29, 2021
Food Empire - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
05/14/20 | DMG & Partners | Food Empire | 0.505 | 0.75 | Buy | PER12x FY20 |
05/15/20 | UOB Kay Hian | Food Empire | 0.49 | 0.63 | Buy | PER12.6x FY20 |
05/27/20 | Lim & Tan | Food Empire | 0.515 | 0.63 | Accumulate | PER12.3x FY20 |
06/09/20 | DMG & Partners | Food Empire | 0.55 | 0.75 | Buy | PER12x FY20 |
08/13/20 | UOB Kay Hian | Food Empire | 0.56 | 0.85 | Buy | PER12.3x FY21 |
08/14/20 | DMG & Partners | Food Empire | 0.62 | 0.75 | Buy | PER12x FY20 |
09/01/20 | UOB Kay Hian | Food Empire | 0.625 | 0.85 | Buy | |
09/02/20 | Lim & Tan | Food Empire | 0.62 | 0.72 | Accumulate | PER11x |
10/16/20 | DMG & Partners | Food Empire | 0.585 | 0.75 | Buy | |
11/13/20 | DMG & Partners | Food Empire | 0.575 | 0.8 | Buy | |
11/13/20 | UOB Kay Hian | Food Empire | 0.575 | 0.88 | Buy | |
12/09/20 | UOB Kay Hian | Food Empire | 0.595 | 0.88 | Buy | |
12/10/20 | Lim & Tan | Food Empire | 0.595 | 0.72 | Accumulate | PER11x |
01/14/21 | UOB Kay Hian | Food Empire | 0.75 | 0.88 | Buy | PER12.3x FY21 |
01/18/21 | UOB Kay Hian | Food Empire | 0.75 | 0.95 | Buy | |
02/08/21 | DMG & Partners | Food Empire | 0.875 | 1.27 | Buy | |
02/09/21 | UOB Kay Hian | Food Empire | 0.955 | 1.3 | Buy | |
03/02/21 | DMG & Partners | Food Empire | 0.915 | 1.27 | Buy | |
03/04/21 | Lim & Tan | Food Empire | 0.905 | 0 | Accumulate on weakness |
First Sponsor - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
09/21/20 | Phillip | First Sponsor | 1.25 | 1.65 | Buy | RNAV (30% discount) |
10/28/20 | Phillip | First Sponsor | 1.28 | 1.56 | Buy | RNAV (30% discount) |
02/18/21 | Phillip | First Sponsor | 1.33 | 1.56 | Buy | Sum of parts (20% discount) |
First Ship Lease Trust - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/22/21 | Phillip | First Ship Lease Trust | 0.085 | 0.105 | Buy | PB1x FY22 |
02/24/21 | Phillip | First Ship Lease Trust | 0.085 | 0.105 | Accumulate | PB0.9x FY22 |
Stock calls for 29 March 2021
Date | Analyst | Company | Last | Target | Call | Valuation |
03/29/21 | phillip | PanUnited | 0.295 | 0.4 | Buy | EV/Ebitda7.8x FY21 |
03/29/21 | Kim Eng | Thai Beverage | 0.72 | 0.95 | Buy |
Malaysia has given SG a "great" Christmas gift by terminating the SG-KL HSR. - Part 2
Sunday, March 28, 2021
US cotton prices have been falling after US banned Xinjiang's cotton. Why?
The common logic is that the cotton price will rise after a ban because of supply shortage but the US cotton price has been falling instead.
The US cotton price has been falling since Feb 2021 because the US has been cutting back on Xinjiang's cotton. Why is this so?