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Friday, April 16, 2021

Keppel Pacific - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

06/08/20

DMG & Partners

Keppel Pacific

0.725

0.8

Buy

DDM

06/26/20

DBS Vickers

Keppel Pacific

0.68

0.85

Buy


07/24/20

DMG & Partners

Keppel Pacific

0.715

0.8

Buy

DDM

08/19/20

DMG & Partners

Keppel Pacific

0.72

0.8

Buy


10/23/20

DMG & Partners

Keppel Pacific

0.71

0.8

Buy


02/03/21

DMG & Partners

Keppel Pacific

0.735

0.84

Buy


03/12/21

DBS Vickers

Keppel Pacific

0.69

0.85

Buy


Keppel Infrastructure - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

07/23/20

DBS Vickers

Keppel Infrastructure

0.535

0.57

Buy

DDM

07/23/20

Lim & Tan

Keppel Infrastructure

0.535

0

Hold


10/26/20

DBS Vickers

Keppel Infrastructure

0.555

0.58

Buy

DDM

12/09/20

Lim & Tan

Keppel Infrastructure

0.55

0

Hold


01/28/21

DBS Vickers

Keppel Infrastructure

0.545

0.61

Buy

DDM

Stock calls for 16 April 2021

Date

Analyst

Company

Last

Target

Call

Valuation

04/16/21

DBS Vickers

SIA

5.34

3.6

Fully Valued

PB0.9x FY22

04/16/21

UOB Kay Hian

Singapore Medical

0.325

0.46

Buy


Poland is crying for help now!

https://sg.finance.yahoo.com/news/cant-clone-us-polish-doctors-085059223.html

Poland is being devastated by Covid now and is helpless in dealing with the pandemic as it cannot get enough vaccines.

Poland, being a staunch US supporter, is not getting any vaccine from the US to deal with the pandemic.


Hahaha!

Look like Poland has not learnt any lesson from the past (Kurdish lesson).

Singapore Nodx rose 12.1% in March 2021

https://sg.finance.yahoo.com/news/singapores-march-exports-rise-12-003000683.html

Year on year changes (YOY):

March 2021: 12.1%

February 2021: 4.2%

January 2021: 12.8%

December 2020: 6.8%

November 2020: -4.9%

October 2020: -3.1%

September 2020: 5.9%

August 2020: 7.7%

July 2020: 6%

June 2020: 16.1% (Revised to 13.9%)

May 2020: -4.6%

April 2020: 9.7%

March 2020: 17.6%

February 2020: 3% (Revised to 3.1%)

January 2020: - 3.3%

December 2019: 2.4%

November 2019: - 5.9%

October 2019: - 12.3%

September 2019: -8.1%

August 2019: - 8.9%

July 2019: -11.2%

June 2019: -17.3%

May 2019: -15.9%

April 2019: -10%

March 2019: -11.7%

February 2019: 4.9%

January 2019: -10.1%

December 2018: -8.5%

November 2018: -2.6%

October 2018: 8.3%

September 2018: 8.3%

August 2018: 5%

July 2018: 11.8% (Corrected)

June 2018: 1.1%

May 2018: 15.5%

April 2018: 11.8%

March 2018: -2.7%

February 2018: -5.9%

January 2018: 13%

December 2017: 3.1%

November 2017: 9.1%

October 2017: 20.9%

September 2017: -1.1%

August 2017: 16.7%

July 2017: 8.5%

June 2017: 8.2%

May 2017: -1.2%

Apr 2017: -0.7%

Mar 2017: 16.5%

Feb 2017: 21.1%

Jan 2017: 8.6%

Omg! We need Pfizer vaccination frequently to keep ourselves safe.

https://sg.news.yahoo.com/pfizer-ceo-vaccine-third-dose-212713992.html

We will need Pfizer vaccination frequently to keep ourselves safe.

How many people are willing to pay for this vaccination when it is no longer free?

Why do we need it frequently? Is it losing its efficacy? If this is so, then it is better to develop a new vaccine rather than to depend on using the old vaccine as a booster shot.


Turkey backed Sinovac's vaccine with its own statistics.

https://news.cgtn.com/news/2021-04-16/Turkish-study-shows-China-s-Sinovac-vaccine-significantly-effective--Zvkj1nMGZ2/index.html

Turkey had just announced that Sinovac's vaccine was significantly effective by substantiating the efficacy with its own statistics.

Great job!

Ex-FBI translator (Sibel Edmonds) had already revealed the treacherous US operation plan for Xinjiang in 2015.

In the 2015 video, she revealed that some Ughyurs were smuggled out from Xinjiang into Afghanistan by the US to be trained as terrorists and sent back to Xinjiang to create terrorisms.

She also revealed that the American's objectives were to make Xinjiang an independent region like Taiwan and also thwart the Xinjiang oil/gas pipeline.  She was so overconfident that the US would succeed in the future.

However, Xinjiang's oil/gas pipeline had materialized and China also managed to contain Xinjiang's terrorisms.  Furthermore, Xinjiang didn't become an independent region like Taiwan and Xinjiang had progressed tremendously over the years.

The US fabrication about Xinjiang's genocide is also falling apart as more foreigners go into Xinjiang to film the true situation and release the footage online.  Moreover, Xinjiang's economic and population statistics also debunk the US fabrication.

Thursday, April 15, 2021

Keppel DC Reit - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

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


01/27/21

DBS Vickers

Keppel DC Reit

2.89

2.8

Hold

DCF

01/28/21

CIMB

Keppel DC Reit

2.91

2.86

Hold

DDM

01/28/21

OCBC

Keppel DC Reit

2.91

3.51

Buy


02/01/21

Phillip

Keppel DC Reit

2.98

3.2

Accumulate

DDM

02/23/21

DBS Vickers

Keppel DC Reit

2.83

2.8

Hold