Date | Analyst | Company | Last | Target | Call | Valuation |
03/09/21 | CIMB | Jardine Matheson | 62 | 54.68 | Hold | PB0.85x |
03/04/22 | Lim & Tan | Jardine Matheson | 59.12 | 65.5 | Accumulate | Average target |
Monday, April 4, 2022
Jardine Matheson - Stock calls
Stock calls for 4 April 2022
Date | Analyst | Company | Last | Target | Call | Valuation |
04/04/22 | DMG & Partners | APAC Realty | 0.78 | 0.75 | Neutral | |
04/04/22 | CIMB | City Developments | 7.92 | 8.97 | Add | RNAV |
04/04/22 | DMG & Partners | City Developments | 7.92 | 9.25 | Buy | |
04/04/22 | Jefferies | DBS | 35.55 | 32 | Hold | |
04/04/22 | Kim Eng | Frasers Centrepoint Trust | 2.44 | 2.9 | Buy | |
04/04/22 | Amfrasers | Hyphens Pharma | 0.29 | 0.38 | Outperform | PER15x FY22 |
04/04/22 | Phillip | Keppel Corp | 6.46 | 7.07 | Buy | Sum of parts |
04/04/22 | Jefferies | OCBC | 12.4 | 12.5 | Hold | |
04/04/22 | DBS Vickers | SPH Reit | 0.97 | 0.964 | Hold | |
04/04/22 | CIMB | SPH Reit | 0.97 | 0.95 | Hold | |
04/04/22 | Kim Eng | SPH Reit | 0.97 | 0.95 | Hold | |
04/04/22 | Lim & Tan | SPH Reit | 0.97 | 0.96 | Hold | |
04/04/22 | SAC Capital | UMS | 1.21 | 1.39 | Hold | Cut from $1.8 |
04/04/22 | Jefferies | UOB | 31.96 | 32 | Hold | |
04/04/22 | CIMB | UOL | 7.06 | 8 | Add | RNAV |
04/04/22 | Lim & Tan | Yangzijiang | 1.54 | 1.75 | Buy |
Sunday, April 3, 2022
Another constellation is aligning and a big financial crisis is brewing this time. - Part 14
It had been a while since our last update in December 2021 and we would like to get in touch with the reality in 2022.
What has been going on in 2022?
The global fund manager survey had shown that their existential worries had changed to the consequences of the Russia-Ukraine war and global recession.Saturday, April 2, 2022
Jardine C&C - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
12/17/21 | Macquarie | Jardine C&C | 21.2 | 26.5 | Outperform | Sum of parts |
Japfa - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/02/21 | CIMB | Japfa | 0.935 | 1.18 | Add | |
03/03/21 | UOB Kay Hian | Japfa | 0.94 | 1.17 | Buy | Sum of parts, PER8.2x FY20 |
04/08/21 | CIMB | Japfa | 0.9 | 1.18 | Add | |
05/03/21 | CIMB | Japfa | 0.915 | 1.22 | Add | |
05/03/21 | UOB Kay Hian | Japfa | 0.915 | 1.17 | Buy | |
07/02/21 | CIMB | Japfa | 0.82 | 1.22 | Add | PER11.5x FY22 |
08/02/21 | CIMB | Japfa | 0.765 | 1.06 | Add | |
08/03/21 | UOB Kay Hian | Japfa | 0.735 | 0.77 | Hold | Sum of parts |
08/25/21 | DBS Vickers | Japfa | 0.675 | 1.05 | Buy | Sum of parts, PER8x FY21/22 |
09/09/21 | CIMB | Japfa | 0.71 | 1.06 | Add | PER10x FY22 |
10/28/21 | DBS Vickers | Japfa | 0.695 | 0.89 | Buy | Sum of parts, PER7.5x FY22 |
11/01/21 | UOB Kay Hian | Japfa | 0.685 | 0.6 | Hold | Sum of parts, PER7.3x FY22, Buy @ $0.54 |
11/01/21 | CIMB | Japfa | 0.685 | 0.77 | Hold | |
02/22/22 | DBS Vickers | Japfa | 0.625 | 0.67 | Hold | |
02/22/22 | CIMB | Japfa | 0.625 | 0.65 | Hold | |
03/02/22 | DBS Vickers | Japfa | 0.6 | 0.67 | Hold | PER7.9x FY22 |
03/03/22 | UOB Kay Hian | Japfa | 0.605 | 0.63 | Hold | Sum of parts |
03/31/22 | CIMB | Japfa | 0.72 | 0.81 | Add | PER13.1x FY22 |