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Tuesday, February 8, 2022

Stock calls for 8 February 2022

Date

Analyst

Company

Last

Target

Call

Valuation

02/08/22

Lim & Tan

CSE Global

0.485

0

Buy


02/08/22

DMG & Partners

DBS

36.48

40.4

Buy


02/08/22

Lim & Tan

DBS

36.48

38.41

Accumulate


02/08/22

Phillip

First Ship Lease Trust

0.075

0.04

Sell


02/08/22

Lim & Tan

Frasers Logistics

1.39

0

Hold


02/08/22

OCBC

Frasers Logistics

1.39

1.66

Buy


02/08/22

CIMB

HRnetGroup

0.775

1.15

Add


02/08/22

Amfrasers

Keppel Corp

5.89

6.22

Buy

Sum of parts

02/08/22

OCBC

Mapletree Logistics

1.7

2.05

Buy


02/08/22

UOB Kay Hian

SGX

9.86

9.09

Hold


02/08/22

OCBC

SGX

9.86

10.4

Buy


Monday, February 7, 2022

Sunpower - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/07/21

UOB Kay Hian

Sunpower

0.775

1.1

Buy


01/12/21

Amfrasers

Sunpower

0.855

1.45

outperform

DCF

01/12/21

DBS Vickers

Sunpower

0.855

0.94

Buy

DCF

03/01/21

DBS Vickers

Sunpower

0.8

0.92

Buy

DCF, PER11.9x

04/09/21

UOB Kay Hian

Sunpower

0.87

1.11

Buy

Sum of parts

05/18/21

DBS Vickers

Sunpower

0.83

0.92

Hold

DCF, PER11.9x

05/20/21

UOB Kay Hian

Sunpower

0.835

1.22

Buy

Sum of parts

05/31/21

Amfrasers

Sunpower

0.945

1.53

outperform

DCF

08/25/21

DBS Vickers

Sunpower

0.59

0.7

Hold

Up from $0.68, Ex-rights

09/03/21

Amfrasers

Sunpower

0.605

1.22

outperform

DCF

09/09/21

UOB Kay Hian

Sunpower

0.655

1.03

Buy

Sum of parts

Sunningdale - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

03/03/21

Lim & Tan

Sunningdale

1.64

1.65

Accept offer

$1.65 cash offer

Straits Trading - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

02/04/21

DBS Vickers

Straits Trading

2.33

3.5

Buy

Sum of parts (40% discount)

02/22/21

DBS Vickers

Straits Trading

2.77

3.9

Buy

Sum of parts (40% discount)

04/07/21

DBS Vickers

Straits Trading

2.89

3.9

Buy

Sum of parts (40% discount)

01/18/22

Lim & Tan

Straits Trading

3.4

3.9

Buy


Stock calls for 7 February 2022

Date

Analyst

Company

Last

Target

Call

Valuation

02/07/22

UOB Kay Hian

DBS

35.95

40.28

Buy


02/07/22

DBS Vickers

Keppel Pacific

0.735

0.85

Buy


02/07/22

DMG & Partners

Keppel Pacific

0.735

0.92

Buy


02/07/22

DBS Vickers

Lendlease Reit

0.85

1.02

Buy


02/07/22

Phillip

Lendlease Reit

0.85

0.94

Accumulate

DDM

02/07/22

UOB Kay Hian

OCBC

12.8

16.12

Buy


02/07/22

CIMB

SGX

9.4

10.4

Add


02/07/22

Kim Eng

SGX

9.4

11.2

Buy


02/07/22

Citi Research

SGX

9.4

10.5

Buy


02/07/22

Jefferies

SGX

9.4

10.8

Buy


02/07/22

Lim & Tan

SGX

9.4

10

Accumulate


Saturday, February 5, 2022

The US 10-year treasury yield is approaching 2% soon!

 
The US 10-year treasury yield had reached 1.93% and we had posted in April 2021 that it would exceed 2% in 2022.

http://sg-stock.blogspot.com/2021/04/another-constellation-is-aligning-and.html

In April 2021, we projected that there would another major outbreak in 2022 and it materialized with an omicron outbreak.  The other projection was that the 10-year treasury yield would exceed 2% in 2022 and it looked to be materializing too.

Let's just sit back and watch how things will unfold.

Baltic dry index - 1423


 Related stock: Sembcorp Marine, Cosco & Pan ocean.

US rig count (weekly) - 613

 
Related stock: Sembcorp Marine & Cosco.

Goldman Sachs (GS) had cut US economic growth again recently! - Part 2

https://markets.businessinsider.com/news/stocks/goldman-sachs-cuts-2022-us-gdp-forecast-growth-slowdown-2022-2

GS had cut US GDP growth in 2022 to 3.2% from 3.8% in December 2021.


However, GS's forecast was much still much higher than the average Conference Board's forecast of 2.7%.  It looks like GS will continue to reduce its US forecast if the Q1 GDP turns out to be very gloomy.

Friday, February 4, 2022

Straco - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

11/22/21

Lim & Tan

Straco

0.47

0

Hold