Date | Analyst | Company | Last | Target | Call | Valuation |
01/05/21 | Phillip | Frasers Centrepoint Trust | 2.48 | 2.79 | Buy | |
01/11/21 | UOB Kay Hian | Frasers Centrepoint Trust | 2.57 | 3.15 | Buy | DDM |
01/18/21 | Credit Suisse | Frasers Centrepoint Trust | 2.6 | 2.97 | outperform | |
01/25/21 | Phillip | Frasers Centrepoint Trust | 2.59 | 2.93 | Buy | DDM |
01/25/21 | Kim Eng | Frasers Centrepoint Trust | 2.59 | 2.9 | Buy | DDM |
01/25/21 | UOB Kay Hian | Frasers Centrepoint Trust | 2.59 | 3.18 | Buy | |
01/25/21 | OCBC | Frasers Centrepoint Trust | 2.59 | 2.95 | Buy | |
01/26/21 | CIMB | Frasers Centrepoint Trust | 2.61 | 3.01 | Add | |
02/02/21 | DBS Vickers | Frasers Centrepoint Trust | 2.58 | 3 | Buy | |
02/22/21 | Phillip | Frasers Centrepoint Trust | 2.52 | 2.93 | Buy | |
03/04/21 | CIMB | Frasers Centrepoint Trust | 2.48 | 3.01 | Add | |
03/08/21 | JP Morgan | Frasers Centrepoint Trust | 2.48 | 2.55 | Neutral | |
03/22/21 | Lim & Tan | Frasers Centrepoint Trust | 2.56 | 0 | Hold | |
03/22/21 | CIMB | Frasers Centrepoint Trust | 2.56 | 3.18 | Add | |
04/06/21 | DBS Vickers | Frasers Centrepoint Trust | 2.53 | 3 | Buy | DCF |
04/26/21 | Kim Eng | Frasers Centrepoint Trust | 2.45 | 2.9 | Buy | DDM |
04/26/21 | UOB Kay Hian | Frasers Centrepoint Trust | 2.45 | 3.06 | Buy | |
04/26/21 | Lim & Tan | Frasers Centrepoint Trust | 2.45 | 0 | Accumulate | |
04/27/21 | CIMB | Frasers Centrepoint Trust | 2.48 | 2.87 | Add | |
04/27/21 | OCBC | Frasers Centrepoint Trust | 2.48 | 2.78 | Buy | |
04/27/21 | Phillip | Frasers Centrepoint Trust | 2.48 | 2.88 | Buy | |
05/18/21 | OCBC | Frasers Centrepoint Trust | 2.34 | 2.78 | Buy | |
05/21/21 | DBS Vickers | Frasers Centrepoint Trust | 2.32 | 3 | Buy | |
05/21/21 | UOB Kay Hian | Frasers Centrepoint Trust | 2.32 | 3.06 | Buy | |
05/27/21 | Phillip | Frasers Centrepoint Trust | 2.29 | 2.88 | Buy | |
06/02/21 | DBS Vickers | Frasers Centrepoint Trust | 2.42 | 3 | Buy | |
06/02/21 | UOB Kay Hian | Frasers Centrepoint Trust | 2.42 | 3.06 | Buy | DDM |
07/16/21 | UOB Kay Hian | Frasers Centrepoint Trust | 2.46 | 3.06 | Buy | DDM |
07/22/21 | DBS Vickers | Frasers Centrepoint Trust | 2.4 | 3 | Buy | DCF |
07/26/21 | Phillip | Frasers Centrepoint Trust | 2.38 | 2.87 | Buy | DDM |
07/26/21 | CIMB | Frasers Centrepoint Trust | 2.38 | 2.91 | Add | |
07/27/21 | OCBC | Frasers Centrepoint Trust | 2.36 | 2.78 | Buy | |
08/25/21 | Phillip | Frasers Centrepoint Trust | 2.3 | 2.87 | Buy | |
09/20/21 | UOB Kay Hian | Frasers Centrepoint Trust | 2.28 | 3.06 | Buy | |
09/30/21 | Phillip | Frasers Centrepoint Trust | 2.26 | 2.87 | Buy | |
10/01/21 | DBS Vickers | Frasers Centrepoint Trust | 2.27 | 3 | Buy | |
10/04/21 | UOB Kay Hian | Frasers Centrepoint Trust | 2.25 | 3.06 | Buy | |
10/28/21 | UOB Kay Hian | Frasers Centrepoint Trust | 2.36 | 2.98 | Buy | DDM |
10/28/21 | DBS Vickers | Frasers Centrepoint Trust | 2.36 | 2.9 | Buy | |
10/28/21 | Lim & Tan | Frasers Centrepoint Trust | 2.36 | 2.8 | Accumulate | |
10/28/21 | Phillip | Frasers Centrepoint Trust | 2.36 | 2.83 | Buy | DDM |
10/29/21 | Kim Eng | Frasers Centrepoint Trust | 2.39 | 2.9 | Buy | DDM |
11/05/21 | DMG & Partners | Frasers Centrepoint Trust | 2.36 | 2.45 | Neutral | |
11/17/21 | UOB Kay Hian | Frasers Centrepoint Trust | 2.38 | 2.98 | Buy | |
01/18/22 | DBS Vickers | Frasers Centrepoint Trust | 2.25 | 2.9 | Buy | |
01/26/22 | CIMB | Frasers Centrepoint Trust | 2.28 | 2.92 | Add | |
01/27/22 | Kim Eng | Frasers Centrepoint Trust | 2.27 | 2.9 | Buy | DDM |
01/28/22 | CIMB | Frasers Centrepoint Trust | 2.28 | 2.73 | Add | |
01/31/22 | Phillip | Frasers Centrepoint Trust | 2.26 | 2.64 | Buy | DDM |
03/17/22 | UOB Kay Hian | Frasers Centrepoint Trust | 2.27 | 2.98 | Buy |
Friday, March 18, 2022
Frasers Centrepoint Trust - Stock calls
Stock calls for 17 March 2022
Date | Analyst | Company | Last | Target | Call | Valuation |
03/17/22 | UOB Kay Hian | ART | 1.03 | 1.29 | Buy | |
03/17/22 | DMG & Partners | Avi-Tech | 0.33 | 0.42 | Buy | |
03/17/22 | UOB Kay Hian | Capitaland Integrated Commercial Trust | 2.15 | 2.45 | Buy | |
03/17/22 | UOB Kay Hian | Frasers Centrepoint Trust | 2.27 | 2.98 | Buy | |
03/17/22 | DMG & Partners | Fu Yu | 0.26 | 0.28 | Neutral | |
03/17/22 | Amfrasers | Golden Energy | 0.39 | 1.29 | outperform | Sum of parts |
03/17/22 | UOB Kay Hian | Mapletree Commercial | 1.84 | 2.48 | Buy | |
03/17/22 | UOB Kay Hian | Mapletree Industrial | 2.58 | 3.72 | Buy | |
03/17/22 | UOB Kay Hian | Suntec Reit | 1.67 | 1.74 | Buy | |
03/17/22 | DMG & Partners | Valuetronics | 0.51 | 0.51 | Sell | |
03/17/22 | DMG & Partners | Venture | 16.79 | 22.75 | Buy |
Singapore Nodx increased 9.5% in February 2022.
Year on year changes (YOY):
February 2022: 9.5%
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%
Thursday, March 17, 2022
What will the US FED do for its March 2022 meeting? - Part 2
Bingo! We've got it right again! The US FED has hiked its interest rate by 25bp in March 2022. This was exactly what we had projected and there was no black swan event.
https://sg-stock.blogspot.com/2022/03/what-will-us-fed-do-for-its-march-2022.html
Let me give you some highlights of the meeting.
Wednesday, March 16, 2022
How was China doing in the first 2 months of 2022?
China retail sales rose 6.7% yoy for Jan-Feb 2022 and its industrial production rose 7.5% yoy. This bodes well for China but the pace may be disrupted because of the Ukraine war.
How's the US market sentiment?
Let's take a look at the global fund manager survey and look at the market sentiment.
60% of the fund managers expected a bear market in 2022.
New York manufacturing index had plunged significantly in February 2022.
The NY manufacturing index had suffered a significant plunge (-11.8) in Feb 2022 which meant that consumer demand had declined because of the elevated inflation. This also meant that frontloading by consumers had stalled. This will definitely affect the next PMI reading.