Date | Analyst | Company | Last | Target | Call | Valuation |
03/11/22 | Amfrasers | Rex | 0.39 | 0.54 | Outperform | DCF |
03/11/22 | DBS Vickers | Sarine | 0.515 | 0.45 | Fully Valued | PER15.5x FY22 |
03/11/22 | CIMB | SATS | 3.9 | 4.77 | Add | DCF |
03/11/22 | UOB Kay Hian | Wilmar | 4.61 | 5.5 | Buy | Sum of parts, PER17x FY22 |
Friday, March 11, 2022
Stock calls for 11 March 2022
Thursday, March 10, 2022
US CPI hit 7.9% in February 2022.
CPI: 7.9%
CPI breakdown:
US job mismatch will push up wages.
We can see from the chart that the gap between job openings and hires is still very huge and this will continue to push up wages because of the significant job mismatch. Wage is a sticky inflation factor because it will fall easily after rising. It is akin to getting a pay rise and your pay won't fall unless you get demoted.
EC World Reit - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/25/21 | DBS Vickers | EC World Reit | 0.72 | 0.8 | Buy | DCF |
03/05/21 | DMG & Partners | EC World Reit | 0.73 | 0.76 | Neutral | |
05/18/21 | DMG & Partners | EC World Reit | 0.75 | 0.83 | Trading Buy | |
08/10/21 | DBS Vickers | EC World Reit | 0.815 | 0.9 | Buy | DCF |
11/10/21 | DBS Vickers | EC World Reit | 0.815 | 0.9 | Buy | DCF |
Don Agro - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
07/23/21 | Amfrasers | Don Agro | 0.39 | 0.64 | Buy | DCF |
Digicore Reit - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
12/07/21 | UOB Kay Hian | Digicore Reit | 1.01 | 1.18 | Buy | DDM |
01/14/22 | DBS Vickers | Digicore Reit | 1.18 | 1.4 | Buy | DCF |
02/14/22 | UOB Kay Hian | Digicore Reit | 1.16 | 1.32 | Buy | DDM |
Stock calls for 10 March 2022
Date | Analyst | Company | Last | Target | Call | Valuation |
03/10/22 | UOB Kay Hian | Centurion | 0.415 | 0.45 | Buy | PER8.4x FY22 & PB0.6x FY22 |
03/10/22 | Lim & Tan | Civmec | 0.64 | 1.05 | Buy | |
03/10/22 | Kim Eng | Comfortdelgro | 1.36 | 1.76 | Buy | DCF |
03/10/22 | UOB Kay Hian | DBS | 32.36 | 35.8 | Buy | GGM, PB1.5x FY23 |
03/10/22 | DBS Vickers | Netlink | 0.965 | 1.05 | Buy | DCF |
03/10/22 | DBS Vickers | OCBC | 11.48 | 15.1 | Buy | GGM, PB1.2x FY23 |
03/10/22 | UOB Kay Hian | Singapore Medical | 0.305 | 0.53 | Buy | PER14x FY22 |
03/10/22 | Lim & Tan | Top Glove | 0.555 | 0 | Neutral |
China inflation was starting to ease before the Ukraine war.
China inflating was easing before the Ukraine war which gave the central banker some leeway to increase its quantitative easing to boost its GDP growth.
However, the recent Ukraine war may disrupt the easing in inflation temporarily because of some price spikes in energy, food, and commodities. No matter what, China is still in a better position than the US to handle high inflation.
Wednesday, March 9, 2022
Delfi - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/06/21 | DBS Vickers | Delfi | 0.71 | 0.98 | Buy | |
02/26/21 | DBS Vickers | Delfi | 0.76 | 0.96 | Buy | PER18x FY21 |
03/11/21 | Lim & Tan | Delfi | 0.755 | 0 | Accumulate | |
08/11/21 | DBS Vickers | Delfi | 0.845 | 0.96 | Buy | PER18x FY21 |
08/17/21 | DBS Vickers | Delfi | 0.845 | 1.06 | Buy | PER18x FY21/22 |
09/13/21 | CIMB | Delfi | 0.775 | 1.02 | Add | PER20x FY22 |
10/27/21 | CIMB | Delfi | 0.745 | 1.02 | Add | |
11/17/21 | DBS Vickers | Delfi | 0.745 | 1.07 | Buy | PER18x FY22 |
11/17/21 | CIMB | Delfi | 0.745 | 1.02 | Add | |
11/18/21 | Lim & Tan | Delfi | 0.755 | 0 | Accumulate | |
02/23/22 | DBS Vickers | Delfi | 0.75 | 1.07 | Buy | |
02/24/22 | DBS Vickers | Delfi | 0.785 | 1.1 | Buy | PER18x FY22 |
02/24/22 | CIMB | Delfi | 0.785 | 1.09 | Add |
Del Monte - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
10/25/21 | phillip | Del Monte | 0.38 | 0.6 | Buy | PER13x FY22 |