Date | Analyst | Company | Last | Target | Call | Valuation |
05/08/20 | DBS Vickers | Netlink | 1 | 1.02 | Hold | DCF |
05/11/20 | phillip | Netlink | 0.985 | 1.03 | Accumulate | DCF |
05/11/20 | UOB Kay Hian | Netlink | 0.985 | 1.08 | Buy | |
06/26/20 | Morgan Stanley | Netlink | 0.975 | 1 | Overweight | |
07/13/20 | OCBC | Netlink | 0.98 | 1.1 | Buy | |
07/28/20 | Kim Eng | Netlink | 0.965 | 1.08 | Buy | DDM |
08/07/20 | DBS Vickers | Netlink | 0.97 | 1.02 | Hold | DCF |
08/07/20 | Kim Eng | Netlink | 0.97 | 1.07 | Buy | DDM |
08/07/20 | OCBC | Netlink | 0.97 | 1.1 | Buy | |
08/11/20 | phillip | Netlink | 0.965 | 1.03 | Accumulate | DCF |
08/11/20 | UOB Kay Hian | Netlink | 0.965 | 1.08 | Buy | DCF |
08/13/20 | CIMB | Netlink | 0.965 | 1.1 | Add | |
10/05/20 | phillip | Netlink | 0.97 | 1.03 | Accumulate | |
10/13/20 | UOB Kay Hian | Netlink | 0.98 | 1.08 | Buy | |
11/09/20 | UOB Kay Hian | Netlink | 0.975 | 1.08 | Buy | DCF |
11/09/20 | Lim & Tan | Netlink | 0.975 | 0 | Hold | |
11/10/20 | Kim Eng | Netlink | 0.98 | 1.11 | Buy | DDM |
11/10/20 | DBS Vickers | Netlink | 0.98 | 1.02 | Hold | DCF |
11/10/20 | OCBC | Netlink | 0.98 | 1.1 | Buy | |
11/11/20 | phillip | Netlink | 0.975 | 1.03 | Accumulate | DCF |
11/11/20 | CIMB | Netlink | 0.975 | 1.1 | Add | |
12/01/20 | Kim Eng | Netlink | 0.965 | 1.11 | Buy | |
12/11/20 | CIMB | Netlink | 0.96 | 1.1 | Add | DDM |
01/26/21 | UOB Kay Hian | Netlink | 0.96 | 1.08 | Buy | DCF |
02/26/21 | CIMB | Netlink | 0.94 | 1.1 | Add | DDM |
02/26/21 | OCBC | Netlink | 0.94 | 1.1 | Buy | |
02/26/21 | Kim Eng | Netlink | 0.94 | 1.11 | Buy |
Monday, April 26, 2021
Netlink - Stock calls
Stock calls for 26 April 2021
Date | Analyst | Company | Last | Target | Call | Valuation |
04/26/21 | Kim Eng | A-Reit | 3.11 | 3.65 | Buy | DDM |
04/26/21 | CIMB | ARA Logistics | 0.75 | 0.814 | Add | DDM |
04/26/21 | Kim Eng | Aztech | 1.41 | 1.86 | Buy | PER18x FY21 |
04/26/21 | CIMB | Elite ComReit | 0.665 | 0.79 | Add | DDM |
04/26/21 | Phillip | Fortress Minerals | 0.445 | 0.64 | Buy | PER11x FY22 |
04/26/21 | Kim Eng | Frasers Centrepoint Trust | 2.45 | 2.9 | Buy | DDM |
04/26/21 | UOB Kay Hian | Frasers Centrepoint Trust | 2.45 | 3.06 | Buy | |
04/26/21 | Lim & Tan | Frasers Centrepoint Trust | 2.45 | 0 | Accumulate | |
04/26/21 | UOB Kay Hian | Ifast Corp | 6.52 | 7.96 | Buy | |
04/26/21 | CIMB | Ifast Corp | 6.52 | 8 | Add | |
04/26/21 | Jefferies | Ifast Corp | 6.52 | 7.8 | Buy | |
04/26/21 | Phillip | Keppel Corp | 5.45 | 6.12 | Buy | Sum of parts (10% discount), PB1x FY21 |
04/26/21 | UOB Kay Hian | Parkway Life | 4.16 | 4.38 | Buy | DDM |
04/26/21 | Kim Eng | Suntec Reit | 1.55 | 1.25 | Sell | DDM |
Sunday, April 25, 2021
China offers to help India after the US snubs India.
The real motive behind the US green technology movement.
Was the US really concerned about the environment or carbon emission?
Well, if the Americans were concerned about the environment or carbon emission, they won’t vote for Trump who refused to believe in climate change and the US also won’t pull out of the Paris climate agreement. The US also won’t develop its fracking technology and export its shale oil to China and Asia. Therefore, the US actions had shown that it wasn’t concerned about carbon emission at all.
What is the real purpose or motive behind the US green technology movement then?
https://www.ucsusa.org/resources/each-countrys-share-co2-emissions
China is the largest co2 emissions country now because it is the world manufacturing hub that produces for world consumptions. Therefore, the US has political propaganda to use the green technology movement to slow down China's growth and development. Simultaneously, this movement will also contain Asian growth so that the US will still retain its hegemony. The west, particularly the US, had benefitted from using the cheapest source of energy (fossil fuel) for its economic developments and the US didn’t want China to prosper and enjoy the same path of success.
The green technology movement is very expensive to carry out because Asia has to revamp its fossil fuel infrastructures and facilities. Since many Asian countries are developing nations, they do not have the budgets to do the necessary upgrades. Those countries that can afford to implement the green technologies will experience higher costs of production whilst those countries that cannot afford to do so will be taxed for carbon emissions for their exports and this new emission tax will make their products less competitive. In a nutshell, the US green technology movement will make Asian goods less competitive so that the US can gain a competitive advantage over Asia.
China has decided to accept the green technology movement because it is trying to be a responsible country. Thus, I foresee that China will be conducting a major economic restructuring in the future by phasing out many non-essential or non-strategic manufacturing industries and these manufacturers will need to relocate to other developing Asian countries. Consequently, China will also be moving into advanced technology developments, higher-value services, and developing its financial market to replace the phase-out industries.
In conclusion, the US green technology movement is not as noble and innocent as it looks because it is used to masquerade the true intention of containing China.
Vaccinated man got infected after caring for his mother in SG.
Saturday, April 24, 2021
Conflicting results presented by the UK on Pfizer vaccine.
Global rate hikes are coming! - Part 5
Friday, April 23, 2021
Margin debt has a great impact on the stock market.
Let's take a look at margin debt and we can see its impact on the stock market.
The margin debt has a high correlation with the stock market and it is at a historic high. When the margin debt starts falling, it will trigger a recession and also a market crash of more than 20%.
Nanofilm - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
11/26/20 | UOB Kay Hian | Nanofilm | 3.1 | 4.07 | Buy | PEG |
12/10/20 | UOB Kay Hian | Nanofilm | 3.53 | 4.52 | Buy | PER38.7x FY21 |
12/14/20 | CIMB | Nanofilm | 3.9 | 5.52 | Add | PER35.3x FY22 |
03/02/21 | UOB Kay Hian | Nanofilm | 4.86 | 5.51 | Buy | PER35x FY22 |
03/03/21 | CIMB | Nanofilm | 5.04 | 5.52 | Add | |
03/18/21 | DBS Vickers | Nanofilm | 4.65 | 6.22 | Buy | PEG1.13x |
04/19/21 | CIMB | Nanofilm | 5.17 | 5.52 | Add |
MM2 Asia - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
06/02/20 | DBS Vickers | MM2 Asia | 0.175 | 0.14 | Fully Valued | Sum of parts, PER6x FY21 |
11/16/20 | DBS Vickers | MM2 Asia | 0.17 | 0.13 | Fully Valued | Sum of parts, PER10x FY22 |
02/22/21 | DBS Vickers | MM2 Asia | 0.083 | 0.089 | Hold | Sum of parts |