Wilmar - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
06/02/21	DBS Vickers	Wilmar	4.84	6.67	Buy
06/11/21	DMG & Partners	Wilmar	4.79	6.45	Buy
06/11/21	Kim Eng	Wilmar	4.79	6.21	Buy
07/22/21	UOB Kay Hian	Wilmar	4.46	6.4	Buy	PER26x FY21
07/30/21	DMG & Partners	Wilmar	4.38	5.75	Buy
08/03/21	DBS Vickers	Wilmar	4.3	6.67	Buy	Sum of parts, PER21x FY21
08/05/21	CIMB	Wilmar	4.52	6.15	Add	Sum of parts
08/05/21	DMG & Partners	Wilmar	4.52	5.75	Buy
08/12/21	UOB Kay Hian	Wilmar	4.49	6.4	Buy	Sum of parts
08/17/21	DMG & Partners	Wilmar	4.39	5.45	Buy
08/17/21	Kim Eng	Wilmar	4.39	6.03	Buy
09/07/21	UOB Kay Hian	Wilmar	4.2	6.4	Buy	PER26x FY21
09/27/21	Kim Eng	Wilmar	4.08	6.03	Buy
09/29/21	CIMB	Wilmar	4.18	6.15	Add	Sum of parts
09/29/21	Citi Research	Wilmar	4.18	5.71	Buy	PER16.9x
10/04/21	CIMB	Wilmar	4.12	6.15	Add
10/21/21	UOB Kay Hian	Wilmar	4.36	6.4	Buy	Sum of parts
11/01/21	CIMB	Wilmar	4.32	6.15	Add	Sum of parts
11/01/21	Citi Research	Wilmar	4.32	5.82	Buy
11/01/21	UOB Kay Hian	Wilmar	4.32	6.4	Buy	Sum of parts
11/08/21	DMG & Partners	Wilmar	4.45	5.6	Buy
11/08/21	UOB Kay Hian	Wilmar	4.45	6	Buy
12/06/21	UOB Kay Hian	Wilmar	4.09	6	Buy
12/17/21	DMG & Partners	Wilmar	4.13	5.05	Buy
01/11/22	Citi Research	Wilmar	4.3	5.95	Buy
01/11/22	DMG & Partners	Wilmar	4.3	5.05	Buy
01/12/22	Kim Eng	Wilmar	4.27	5.8	Buy
01/19/22	UOB Kay Hian	Wilmar	4.24	6	Buy	Sum of parts
02/23/22	CIMB	Wilmar	4.62	5.69	Add	Sum of parts, PER15x FY22
02/23/22	Citi Research	Wilmar	4.62	6.08	Buy
02/23/22	DBS Vickers	Wilmar	4.62	6.67	Buy	Sum of parts
02/23/22	UOB Kay Hian	Wilmar	4.62	6	Buy	Sum of parts
02/24/22	UOB Kay Hian	Wilmar	4.56	5.5	Buy	Sum of parts
02/28/22	DMG & Partners	Wilmar	4.44	5.3	Buy
03/08/22	Kim Eng	Wilmar	4.7	6.56	Buy	DCF
03/11/22	UOB Kay Hian	Wilmar	4.61	5.5	Buy	Sum of parts
04/01/22	UOB Kay Hian	Wilmar	4.71	5.5	Buy	Sum of parts
04/12/22	DBS Vickers	Wilmar	4.62	6.67	Buy
04/12/22	DMG & Partners	Wilmar	4.62	5.3	Buy
05/05/22	UOB Kay Hian	Wilmar	4.41	5.5	Buy	Sum of parts
05/05/22	DMG & Partners	Wilmar	4.41	5.1	Buy	Sum of parts
05/10/22	CIMB	Wilmar	4.29	5.69	Add	PER15x FY22
05/10/22	Citi Research	Wilmar	4.29	6.08	Buy
05/13/22	UOB Kay Hian	Wilmar	4.13	5.5	Buy

Vicplas - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
01/26/22	CIMB	Vicplas	0.22	0.275	Add
03/15/22	CIMB	Vicplas	0.205	0.28	Add
05/05/22	CIMB	Vicplas	0.199	0.28	Add

Vicom - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
06/23/21	DBS Vickers	Vicom	2.06	2.13	Hold	DCF & PER34x FY21
11/10/21	DBS Vickers	Vicom	2.07	2.13	High-Risk	DCF & PER34x FY21

Stock calls for 20 May 2022

Date	Analyst	Company	Last	Target	Call	Valuation
05/20/22	Phillip	BRC Asia	1.69	2.26	Buy	PER8x FY22
05/20/22	CIMB	Delfi	0.745	1.09	Add
05/20/22	Lim & Tan	Duty Free	2.78	3	Neutral
05/20/22	DMG & Partners	Genting	0.77	0.95	Buy	EV/Ebita8.5x FY23
05/20/22	Lim & Tan	Hongkong Land	4.71	6.24	Accumulate
05/20/22	CIMB	Hyphens Pharma	0.28	0.36	Add
05/20/22	SAC Capital	Hyphens Pharma	0.28	0.4	Buy
05/20/22	UOB Kay Hian	SIA	5.38	4.88	Hold	PB1.13x FY23
05/20/22	OCBC	Thai Beverage	0.705	0.88	Buy
05/20/22	UOB Kay Hian	United Hampshire	0.605	0.92	Buy
05/20/22	CIMB	Yangzijiang	0.89	1.63	Add

Is the US treasury secretary (Janet Yellen) lying again?

What did Janet Yellen say again?

We don't agree that the US won't encounter a recession.

Let's take a look at her notorious records.

In 2019, Yellen said that there won't be a recession but a US recession happened in 2020.

http://sg-stock.blogspot.com/2019/08/a-billion-dollar-question-will-us-enter.html

In 2021, Yellen said that the inflation was transitory but the US inflation was getting higher in 2022.

Can we trust her this time? Hell No!