Date | Analyst | Company | Last | Target | Call | Valuation |
01/04/21 | DBS Vickers | Yangzijiang | 0.955 | 1.4 | Buy | |
01/04/21 | UOB Kay Hian | Yangzijiang | 0.955 | 1.17 | Buy | |
02/09/21 | DBS Vickers | Yangzijiang | 0.975 | 1.4 | Buy | |
02/09/21 | Citi Research | Yangzijiang | 0.975 | 1.4 | Buy | |
02/09/21 | UOB Kay Hian | Yangzijiang | 0.975 | 1.17 | Buy | |
02/09/21 | CIMB | Yangzijiang | 0.975 | 1.37 | Add | Sum of parts |
02/09/21 | Lim & Tan | Yangzijiang | 0.975 | 0 | Accumulate | |
03/01/21 | UOB Kay Hian | Yangzijiang | 1.07 | 1.25 | Buy | |
03/01/21 | DBS Vickers | Yangzijiang | 1.07 | 1.5 | Buy | Sum of parts |
03/02/21 | CIMB | Yangzijiang | 1.08 | 1.54 | Add | PB0.8x FY21 |
03/08/21 | UOB Kay Hian | Yangzijiang | 1.08 | 1.36 | Buy | PER10x |
03/08/21 | Citi Research | Yangzijiang | 1.08 | 1.45 | Buy | |
04/21/21 | UOB Kay Hian | Yangzijiang | 1.36 | 1.76 | Buy | PB |
04/30/21 | OCBC | Yangzijiang | 1.46 | 1.45 | Hold | Up from $1.18 |
05/03/21 | UOB Kay Hian | Yangzijiang | 1.43 | 1.76 | Buy | |
05/03/21 | Citi Research | Yangzijiang | 1.43 | 1.73 | Buy | |
05/04/21 | DBS Vickers | Yangzijiang | 1.47 | 1.8 | Buy | Sum of parts |
05/04/21 | CIMB | Yangzijiang | 1.47 | 1.63 | Add | |
05/20/21 | UOB Kay Hian | Yangzijiang | 1.43 | 1.76 | Buy | PB0.9x |
06/07/21 | UOB Kay Hian | Yangzijiang | 1.47 | 1.76 | Buy | |
06/15/21 | DBS Vickers | Yangzijiang | 1.4 | 1.8 | Buy | |
06/25/21 | CIMB | Yangzijiang | 1.39 | 1.63 | Add | PB1x |
07/01/21 | UOB Kay Hian | Yangzijiang | 1.41 | 1.9 | Buy | PER9.3x, PB1x FY22 |
07/22/21 | Lim & Tan | Yangzijiang | 1.36 | 1.64 | Accumulate | |
07/22/21 | Citi Research | Yangzijiang | 1.36 | 1.8 | Buy | |
08/02/21 | DBS Vickers | Yangzijiang | 1.37 | 1.8 | Buy | Sum of parts, PER10x FY21 |
08/02/21 | CIMB | Yangzijiang | 1.37 | 1.91 | Add | Sum of parts |
08/10/21 | UOB Kay Hian | Yangzijiang | 1.5 | 2 | Buy | |
08/12/21 | DBS Vickers | Yangzijiang | 1.49 | 1.95 | Buy | Sum of parts |
08/12/21 | OCBC | Yangzijiang | 1.49 | 1.63 | Hold | |
09/03/21 | DBS Vickers | Yangzijiang | 1.66 | 1.95 | Buy | |
09/06/21 | CIMB | Yangzijiang | 1.62 | 1.91 | Add | Sum of parts |
09/20/21 | UOB Kay Hian | Yangzijiang | 1.48 | 2 | Buy | PER |
10/01/21 | DBS Vickers | Yangzijiang | 1.38 | 1.95 | Buy | |
11/02/21 | DBS Vickers | Yangzijiang | 1.4 | 1.95 | Buy | |
11/02/21 | CIMB | Yangzijiang | 1.4 | 1.91 | Add | Sum of parts |
11/30/21 | UOB Kay Hian | Yangzijiang | 1.3 | 2 | Buy | |
12/02/21 | Citi Research | Yangzijiang | 1.29 | 1.8 | Buy | Sum of parts |
12/08/21 | DBS Vickers | Yangzijiang | 1.32 | 1.95 | Buy | |
12/10/21 | CIMB | Yangzijiang | 1.31 | 1.91 | Add | |
01/26/22 | DBS Vickers | Yangzijiang | 1.26 | 1.95 | Buy | |
01/26/22 | UOB Kay Hian | Yangzijiang | 1.26 | 2 | Buy |
Thursday, February 17, 2022
Yangzijiang - Stock calls
Wing Tai - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/21/21 | Jefferies | Wing Tai | 1.98 | 2.4 | Buy | |
04/27/21 | UOB Kay Hian | Wing Tai | 1.93 | 2.04 | Buy | RNAV (30% discount) |
08/27/21 | Lim & Tan | Wing Tai | 1.83 | 2 | Accumulate |
Stock calls for 17 February 2022
Date | Analyst | Company | Last | Target | Call | Valuation |
02/17/22 | Amfrasers | Hour Glass | 2.01 | 2.32 | Buy | DCF |
02/17/22 | UOB Kay Hian | Ifast Corp | 6.36 | 9.84 | Buy | DCF |
02/17/22 | CIMB | Lendlease Reit | 0.84 | 0.954 | Add | |
02/17/22 | Phillip | Manulife US Reit | 0.665 | 0.86 | Buy | DDM |
02/17/22 | CIMB | Netlink | 0.975 | 1.1 | Add | |
02/17/22 | DBS Vickers | OUE Commercial | 0.43 | 0.5 | Buy | DCF |
02/17/22 | DBS Vickers | Prime US Reit | 0.83 | 1 | Buy | |
02/17/22 | CIMB | Singtel | 2.55 | 3.3 | Add | |
02/17/22 | Kim Eng | Singtel | 2.55 | 2.98 | Buy | |
02/17/22 | Phillip | Singtel | 2.55 | 2.86 | Accumulate | Sum of parts |
02/17/22 | Citi Research | Singtel | 2.55 | 3.56 | Buy | Sum of parts (10% discount) |
02/17/22 | OCBC | Singtel | 2.55 | 2.98 | Buy | |
02/17/22 | CIMB | UG Healthcare | 0.27 | 0.42 | Add | |
02/17/22 | DBS Vickers | UOB | 32.75 | 37 | Buy | GGM, PB1.4x FY22 |
02/17/22 | OCBC | UOB | 32.75 | 36.5 | Buy | |
02/17/22 | Kim Eng | UOB | 32.75 | 36.69 | Buy |
Singapore Nodx increased 17.6% yoy in January 2022.
https://www.theedgesingapore.com/news/singapore-economy/singapores-nodx-176-january-expands-121-2021
Year on year changes (YOY):
January 2022: 17.6%
December 2021: 18.4%
November 2021: 24.2%
October 2021: 17.9%
September 2021: 12.3%
August 2021: 2.7%
July 2021: 12.7%
June 2021: 15.9%
May 2021: 8.8%
April 2021: 6%
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%
Wednesday, February 16, 2022
The rosy US retail sales didn't bode well for its economy.
The US retail sales rose 3.8% month on month.
However, the US retail sales declined year on year.What is happening to US retail sales?China has more firepower to boost its economy than the US.
PPI: 9.1%
IMF predicts slower global growth in 2022 and 2023
The IMF has forecast deteriorating global growth in 2022 and 2023. This doesn't bode well for the world as many central bankers are hiking their interest rates to contain inflation. This will be a perfect recipe for a financial crisis!