Date | Analyst | Company | Last | Target | Call | Valuation |
05/20/21 | DBS Vickers | Jumbo | 0.34 | 0.21 | Fully Valued | PER18x FY22 |
09/28/21 | DBS Vickers | Jumbo | 0.295 | 0.21 | Fully Valued | |
11/25/21 | Lim & Tan | Jumbo | 0.3 | 0 | Hold | |
01/14/22 | Lim & Tan | Jumbo | 0.315 | 0 | Hold |
Monday, April 4, 2022
Jumbo - Stock calls
Jiutian - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/18/21 | CIMB | Jiutian | 0.1 | 0.145 | Add | PER5.7x FY22 |
02/03/21 | Amfrasers | Jiutian | 0.104 | 0.155 | Not Rated | |
02/24/21 | UOB Kay Hian | Jiutian | 0.107 | 0.128 | Buy | PER5x FY21 |
02/25/21 | CIMB | Jiutian | 0.096 | 0.135 | Add | PER5.7x FY22 |
04/13/21 | CIMB | Jiutian | 0.102 | 0.135 | Add | PER5.7x FY22 |
04/29/21 | CIMB | Jiutian | 0.1 | 0.15 | Add | |
05/06/21 | UOB Kay Hian | Jiutian | 0.096 | 0.138 | Buy | PER5x FY21 |
05/18/21 | Amfrasers | Jiutian | 0.096 | 0.145 | Outperform | PER7x FY22 |
07/12/21 | Amfrasers | Jiutian | 0.086 | 0.145 | Outperform | PER7x FY22 |
10/19/21 | CIMB | Jiutian | 0.091 | 0.14 | Add | |
11/12/21 | CIMB | Jiutian | 0.079 | 0.14 | Add | |
01/11/22 | UOB Kay Hian | Jiutian | 0.078 | 0.14 | Buy | PER5x FY21 |
01/20/22 | CIMB | Jiutian | 0.083 | 0.15 | Add | |
03/01/22 | CIMB | Jiutian | 0.082 | 0.15 | Add |
Jardine Matheson - Stock calls
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 |
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 |