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Tuesday, March 8, 2022

Dasin Retail - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/18/21

phillip

Dasin Retail

0.775

0.91

Accumulate


02/22/21

phillip

Dasin Retail

0.73

0.91

Accumulate


03/03/21

DBS Vickers

Dasin Retail

0.725

0.74

Hold


07/26/21

phillip

Dasin Retail

0.52

0.78

Accumulate

DDM

08/25/21

phillip

Dasin Retail

0.46

0.82

Accumulate


Dairy Farm - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/08/21

CIMB

Dairy Farm

4.27

5.5

Add

PER22x FY21

02/17/21

DBS Vickers

Dairy Farm

4.4

4.44

Buy


03/15/21

CIMB

Dairy Farm

4.51

5.4

Add

PER22x FY22

03/15/21

DBS Vickers

Dairy Farm

4.51

5.02

Buy

Sum of parts

03/15/21

DMG & Partners

Dairy Farm

4.51

4.78

Neutral

PER21x FY21

04/05/21

DBS Vickers

Dairy Farm

4.33

5.02

Buy


04/19/21

UOB Kay Hian

Dairy Farm

4.22

5.19

Buy

PER22x FY22

05/18/21

DBS Vickers

Dairy Farm

4.32

5.02

Buy


05/27/21

DBS Vickers

Dairy Farm

4.45

4.78

Buy

Sum of parts

07/19/21

DMG & Partners

Dairy Farm

4.09

4.78

Buy


07/30/21

DMG & Partners

Dairy Farm

3.98

4.42

Buy


08/02/21

DBS Vickers

Dairy Farm

3.76

3.96

Hold

Sum of parts

08/02/21

UOB Kay Hian

Dairy Farm

3.76

4.53

Buy


08/02/21

CIMB

Dairy Farm

3.76

4

Hold


09/10/21

UOB Kay Hian

Dairy Farm

3.6

4.53

Buy

PER24.7x

09/10/21

CIMB

Dairy Farm

3.6

3.8

Hold


11/18/21

CIMB

Dairy Farm

3.32

3.5

Hold

PER18.5x FY22

12/08/21

UOB Kay Hian

Dairy Farm

3.04

3.6

Buy

PER22.2x

03/02/22

DBS Vickers

Dairy Farm

2.65

3.96

Hold

Sum of parts

03/07/22

UOB Kay Hian

Dairy Farm

2.64

3.65

Buy

PER21.1x FY22

03/07/22

DBS Vickers

Dairy Farm

2.64

3.01

Hold

Sum of parts

03/07/22

DMG & Partners

Dairy Farm

2.64

2.88

Neutral

PER18x FY22

03/07/22

CIMB

Dairy Farm

2.64

2.9

Hold

PER16x FY23

Stock calls for 8 March 2022

Date

Analyst

Company

Last

Target

Call

Valuation

03/08/22

CIMB

ARA Logistics

0.815

0.92

Add

DDM

03/08/22

Phillip

Capitaland Investment

3.66

4.05

Accumulate

Sum of parts

03/08/22

DBS Vickers

City Developments

7.01

10.5

Buy

PB1.1x FY22

03/08/22

DMG & Partners

City Developments

7.01

9.25

Buy


03/08/22

UOB Kay Hian

City Developments

7.01

9.2

Buy


03/08/22

CIMB

ESR-Reit

0.42

0.5

Add

DDM

03/08/22

DBS Vickers

Far East Hospitality

0.58

0.78

Buy


03/08/22

SAC Capital

Propnex

1.69

1.78

Hold


03/08/22

UOB Kay Hian

Rex

0.48

0.58

Buy

Sum of parts, PB1x FY22

03/08/22

CIMB

Sembcorp Marine

0.096

0.09

Hold

PB0.8x FY22

03/08/22

Lim & Tan

Singapore o&g

2.5

0

Accept offer


03/08/22

Lim & Tan

Singtel

2.51

3.16

Accumulate


03/08/22

Citi Research

Singtel

2.51

3.44

Buy


03/08/22

DMG & Partners

Singtel

2.51

3.37

Buy


03/08/22

OCBC

Venture

16.58

19.66

Buy


03/08/22

Kim Eng

Wilmar

4.7

6.56

Buy

DCF

The hard truth: Russia is not wrong to invade Ukraine. - Part 3

https://www.voanews.com/a/pakistan-vows-neutrality-in-ukraine-crisis-insists-ties-with-us-on-track/6472206.html

Pakistan had revealed that the US used coercion to pressure it to support Ukraine.  However, Pakistan had vowed to maintain neutrality in Ukraine which was in line with India and China.  The shameless US is using coercion around the world and yet it is accusing China of doing it.

We need a universal rule-based order to govern thuggishly behaviour whereby might is right.  Conversely, we must condemn discriminatory rule-based order to prevent this kind of unruly behaviour from happening time and time again.

http://sg-stock.blogspot.com/2022/03/the-hard-truth-russia-is-not-wrong-to_6.html

Monday, March 7, 2022

Ukraine President, Zelenskyy, is going to fall soon.

Ukraine President, Zelenskyy, is going to fall soon.  Why?

Let's recap the past events leading to the impending President's downfall.

1. Nato application - Rejected

2. EU application - Rejected

3. Airspace closure - Rejected

4. Delivery of fighter jets - Rejected.

All the Ukraine's requests had been rejected by the US and EU which showed that they had no real intention to help Ukraine.  It is time for Ukrainians to wake up from their daydreams.