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Thursday, September 30, 2021

Stock calls for 29 September 2021

Date

Analyst

Company

Last

Target

Call

Valuation

09/29/21

DMG & Partners

Frencken

2.37

2.55

Buy


09/29/21

DMG & Partners

Fu Yu

0.29

0.37

Buy


09/29/21

DBS Vickers

Hutchison Port

0.235

0.33

Buy


09/29/21

DBS Vickers

Riverstone

0.9

1.77

Buy


09/29/21

CIMB

Sembcorp Industries

1.84

2.51

Add

PER15x CY22

09/29/21

DMG & Partners

Venture

18.03

23

Buy


09/29/21

CIMB

Wilmar

4.18

6.15

Add

Sum of parts

09/29/21

Citi Research

Wilmar

4.18

5.71

Buy

PER16.9x

Tuesday, September 28, 2021

Hyphens Pharma - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

11/09/20

Amfrasers

Hyphens Pharma

0.405

0.48

Buy

PER17x FY21

11/16/20

Phillip

Hyphens Pharma

0.345

0.365

Accumulate

DCF

03/08/21

Amfrasers

Hyphens Pharma

0.31

0.36

Neutral


03/08/21

Phillip

Hyphens Pharma

0.31

0.34

Accumulate

DCF

06/28/21

Amfrasers

Hyphens Pharma

0.315

0.43

Buy

PER17x FY22

08/27/21

SAC Capital

Hyphens Pharma

0.31

0.37

Buy

PER17.5x FY21

Hutchison Port (HPH) - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

11/03/20

DBS Vickers

Hutchison Port

0.142

0.14

Buy


11/18/20

DBS Vickers

Hutchison Port

0.152

0.22

Buy

DCF

01/06/21

DBS Vickers

Hutchison Port

0.198

0.22

Buy


02/01/21

DBS Vickers

Hutchison Port

0.205

0.27

Buy

DCF

02/09/21

DBS Vickers

Hutchison Port

0.225

0.32

Buy

DCF

06/23/21

DBS Vickers

Hutchison Port

0.23

0.32

Buy

DCF

07/28/21

OCBC

Hutchison Port

0.225

0.25

Buy


HRnetGroup - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

10/29/20

DMG & Partners

HRnetGroup

0.48

0.52

Buy

DCF

12/09/20

CIMB

HRnetGroup

0.51

0.635

Add

PER13.2x FY22

01/19/21

CIMB

HRnetGroup

0.555

0.635

Add

PER13.2x FY22

03/02/21

CIMB

HRnetGroup

0.58

0.7

Add


03/03/21

DBS Vickers

HRnetGroup

0.585

0.5

Hold


03/05/21

DMG & Partners

HRnetGroup

0.58

0.72

Buy

PER15x FY21

06/09/21

CIMB

HRnetGroup

0.695

0.821

Add

PER14x FY22

07/16/21

Phillip

HRnetGroup

0.77

1

Buy

PER14x FY21, ex-cash

07/26/21

Kim Eng

HRnetGroup

0.8

0.99

Buy

PER18x FY22

08/17/21

CIMB

HRnetGroup

0.8

1.15

Add


08/25/21

Phillip

HRnetGroup

0.81

1.05

Buy

PER14x FY21, ex-cash

09/07/21

CIMB

HRnetGroup

0.785

1.15

Add

PER17x FY22

Stock calls for 28 September 2021

Date

Analyst

Company

Last

Target

Call

Valuation

09/28/21

DBS Vickers

Jumbo

0.295

0.21

Fully Valued


09/28/21

CIMB

Kimly

0.38

0.46

Add


09/28/21

CIMB

Koufu

0.635

0.8

Add


09/28/21

Amfrasers

LHN

0.315

0.49

Buy


09/28/21

DMG & Partners

Riverstone

0.905

0.95

Neutral


09/28/21

DBS Vickers

SATS

4.16

4.5

Buy


09/28/21

OCBC

SATS

4.16

4.8

Buy


09/28/21

Lim & Tan

SGX

10.1

10.8

Accumulate


09/28/21

OCBC

SIA Engineering

2.11

2.37

Buy


09/28/21

DMG & Partners

UG Healthcare

0.345

0.37

Neutral

DCF

The US has issued a travel alert to Singapore.

https://sg.finance.yahoo.com/news/us-raises-covid-danger-level-in-hong-kong-and-singapore-024427524.html

Our coexist policy has caused a huge spike in covid cases which is causing the US to issue a travel alert.  Sigh!