Related stock: Sembcorp Marine, Cosco & Pan ocean.
Sunday, March 27, 2022
Friday, March 25, 2022
Bank of America and Citibank also concur with our analysis about US rate hikes.
Hour Glass - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/17/22 | Amfrasers | Hour Glass | 2.01 | 2.32 | Buy | DCF |
03/15/22 | DBS Vickers | Hour Glass | 2 | 2.62 | Buy | DCF & PER14.5x |
Hongkong Land - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/16/21 | CIMB | Hongkong Land | 5.15 | 5.7 | Add | RNAV (45% discount), Up from $5.30 |
07/30/21 | Lim & Tan | Hongkong Land | 4.57 | 6.03 | Buy | |
08/02/21 | DBS Vickers | Hongkong Land | 4.54 | 5.23 | Buy | RNAV (55% discount) |
08/04/21 | CIMB | Hongkong Land | 4.57 | 5.7 | Add | |
09/07/21 | DBS Vickers | Hongkong Land | 4.2 | 5.41 | Buy | RNAV (55% discount) |
09/07/21 | CIMB | Hongkong Land | 4.2 | 5.7 | Add | RNAV (45% discount) |
09/07/21 | Lim & Tan | Hongkong Land | 4.2 | 5.81 | Accumulate | |
09/10/21 | Morningstar | Hongkong Land | 4.85 | 7.4 | Buy | Up from $7.20 |
09/17/21 | Lim & Tan | Hongkong Land | 4.66 | 5.9 | Accumulate | |
10/06/21 | DBS Vickers | Hongkong Land | 4.85 | 5.41 | Buy | |
10/06/21 | CIMB | Hongkong Land | 4.85 | 5.48 | Add | |
11/04/21 | CIMB | Hongkong Land | 5.52 | 6.3 | Add | RNAV (40% discount) |
11/16/21 | DBS Vickers | Hongkong Land | 5.73 | 6.55 | Buy | RNAV (45% discount) |
11/17/21 | Lim & Tan | Hongkong Land | 5.75 | 6.5 | Accumulate | |
12/16/21 | Lim & Tan | Hongkong Land | 5.41 | 0 | Accumulate on weakness | |
01/18/22 | DBS Vickers | Hongkong Land | 5.42 | 6.64 | Buy | |
03/04/22 | Lim & Tan | Hongkong Land | 5.4 | 0 | Accumulate | |
03/07/22 | DBS Vickers | Hongkong Land | 5.4 | 6.61 | Buy | RNAV (45% discount) |
03/07/22 | CIMB | Hongkong Land | 5.4 | 6.1 | Add | RNAV |
Hong Leong Asia - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
04/07/21 | CIMB | Hong Leong Asia | 0.825 | 1.18 | Add | Sum of parts |
04/28/21 | UOB Kay Hian | Hong Leong Asia | 1.04 | 1.38 | Buy | PER12x FY22 |
06/07/21 | DBS Vickers | Hong Leong Asia | 0.965 | 1.14 | Buy | Sum of parts |
06/07/21 | UOB Kay Hian | Hong Leong Asia | 0.965 | 1.38 | Buy | |
07/02/21 | UOB Kay Hian | Hong Leong Asia | 0.955 | 1.38 | Buy | |
08/18/21 | DBS Vickers | Hong Leong Asia | 0.85 | 1.02 | Buy | Sum of parts |
08/19/21 | UOB Kay Hian | Hong Leong Asia | 0.855 | 1.38 | Buy | |
08/20/21 | CIMB | Hong Leong Asia | 0.835 | 1.05 | Add | Sum of parts |
09/02/21 | CIMB | Hong Leong Asia | 0.87 | 1.05 | Add | Sum of parts, PER10.5x CY22 |
09/24/21 | DBS Vickers | Hong Leong Asia | 0.81 | 1.02 | Buy | |
10/22/21 | UOB Kay Hian | Hong Leong Asia | 0.87 | 1.38 | Buy | |
02/28/22 | DBS Vickers | Hong Leong Asia | 0.765 | 1.02 | Buy | |
03/09/22 | CIMB | Hong Leong Asia | 0.78 | 1 | Add | Sum of parts |
Stock calls for 25 March 2022
Date | Analyst | Company | Last | Target | Call | Valuation |
03/25/22 | DMG & Partners | Marco Polo | 0.029 | 0.04 | Buy | |
03/25/22 | UOB Kay Hian | United Hampshire | 0.62 | 0.97 | Buy | DDM |
03/25/22 | Lim & Tan | UOB | 32.03 | 0 | Accumulate |