Date | Analyst | Company | Last | Target | Call | Valuation |
07/07/21 | CIMB | ART | 1.04 | 1.2 | Add | |
07/27/21 | Lim & Tan | ART | 1.01 | 0 | Hold | |
07/28/21 | CIMB | ART | 1.03 | 1.22 | Add | DDM |
07/28/21 | Kim Eng | ART | 1.03 | 1.3 | Buy | DDM |
07/29/21 | OCBC | ART | 1.03 | 1.21 | Buy | |
07/30/21 | Phillip | ART | 1.03 | 1.19 | Buy | DDM |
08/25/21 | Phillip | ART | 1 | 1.19 | Accumulate | |
09/10/21 | Lim & Tan | ART | 1.04 | 0 | Hold | |
09/16/21 | UOB Kay Hian | ART | 0.98 | 1.16 | Buy | DDM |
09/30/21 | Phillip | ART | 0.935 | 1.19 | Accumulate | |
10/04/21 | UOB Kay Hian | ART | 0.92 | 1.16 | Buy | |
10/12/21 | DBS Vickers | ART | 0.995 | 1.2 | Buy | |
11/02/21 | UOB Kay Hian | ART | 1.06 | 1.2 | Buy | DDM |
11/05/21 | Phillip | ART | 1.05 | 1.19 | Accumulate | DDM |
11/17/21 | UOB Kay Hian | ART | 1.07 | 1.2 | Buy | |
12/06/21 | DBS Vickers | ART | 0.975 | 1.3 | Buy | |
12/27/21 | Lim & Tan | ART | 1 | 1.15 | Accumulate | |
01/06/22 | UOB Kay Hian | ART | 1.04 | 1.29 | Buy | DDM |
01/07/22 | CIMB | ART | 1.03 | 1.22 | Add | |
01/31/22 | Kim Eng | ART | 1.01 | 1.3 | Buy | DDM |
02/03/22 | UOB Kay Hian | ART | 1.02 | 1.29 | Buy | DDM |
02/11/22 | Phillip | ART | 1.06 | 1.22 | Accumulate | DDM |
03/03/22 | OCBC | ART | 1.04 | 1.22 | Buy | |
03/03/22 | CIMB | ART | 1.04 | 1.21 | Add | |
03/09/22 | DBS Vickers | ART | 1.03 | 1.3 | Buy | |
03/09/22 | Lim & Tan | ART | 1.03 | 1.17 | Buy | |
03/17/22 | UOB Kay Hian | ART | 1.03 | 1.29 | Buy | |
04/05/22 | Phillip | ART | 1.12 | 1.23 | Accumulate | |
04/05/22 | UOB Kay Hian | ART | 1.12 | 1.29 | Buy | DDM |
05/03/22 | DBS Vickers | ART | 1.16 | 1.3 | Buy | |
05/04/22 | Phillip | ART | 1.16 | 1.24 | Accumulate | DDM |
05/05/22 | UOB Kay Hian | ART | 1.16 | 1.32 | Buy | DDM |
05/05/22 | DBS Vickers | ART | 1.16 | 1.4 | Buy | DCF, PB1.18x |
05/06/22 | CIMB | ART | 1.16 | 1.24 | Add | |
05/06/22 | OCBC | ART | 1.16 | 1.3 | Buy |
Saturday, May 28, 2022
Ascott Residence Trust (ART) - Stock calls
ARA Logistics - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
06/10/21 | DBS Vickers | ARA Logistics | 0.815 | 0.85 | Buy | |
06/29/21 | UOB Kay Hian | ARA Logistics | 0.84 | 0.89 | Buy | |
07/23/21 | CIMB | ARA Logistics | 0.88 | 0.961 | Add | DDM |
07/23/21 | DBS Vickers | ARA Logistics | 0.88 | 1 | Buy | DCF |
07/23/21 | DMG & Partners | ARA Logistics | 0.88 | 0.95 | Buy | |
07/23/21 | UOB Kay Hian | ARA Logistics | 0.88 | 1.02 | Buy | DDM |
07/29/21 | Kim Eng | ARA Logistics | 0.9 | 0.95 | Buy | DDM |
09/20/21 | UOB Kay Hian | ARA Logistics | 0.935 | 1.02 | Buy | |
10/08/21 | UOB Kay Hian | ARA Logistics | 0.905 | 1.07 | Buy | DDM |
10/18/21 | DMG & Partners | ARA Logistics | 0.89 | 0.95 | Take Profit | |
10/18/21 | Lim & Tan | ARA Logistics | 0.89 | 0 | Accept Offer | |
10/18/21 | UOB Kay Hian | ARA Logistics | 0.89 | 1.07 | Accept Offer | DDM |
10/27/21 | CIMB | ARA Logistics | 0.885 | 0.978 | Add | DDM |
01/24/22 | Lim & Tan | ARA Logistics | 0.895 | 0.933 | Accept Offer | |
01/27/22 | CIMB | ARA Logistics | 0.87 | 0.987 | Add | DDM |
03/08/22 | CIMB | ARA Logistics | 0.815 | 0.92 | Add | DDM |
ARA Hospitality - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
07/09/21 | DBS Vickers | ARA Hospitality | 0.555 | 0.79 | Buy | DCF |
08/20/21 | DBS Vickers | ARA Hospitality | 0.495 | 0.75 | Buy | DCF |
02/28/22 | DBS Vickers | ARA Hospitality | 0.5 | 0.7 | Buy | DCF |
05/05/22 | DBS Vickers | ARA Hospitality | 0.505 | 0.7 | Buy |
Stock calls for 27 May 2022
Date | Analyst | Company | Last | Target | Call | Valuation |
05/27/22 | UOB Kay Hian | BRC Asia | 1.7 | 2.15 | Buy | PER7x FY22 |
05/27/22 | DBS Vickers | IHH Healthcare | 2.01 | 2.55 | Buy | Ringgit $7.90 target price |
05/27/22 | DMG & Partners | Japan Foods | 0.42 | 0.55 | Buy | Sum of parts |
05/27/22 | DMG & Partners | SGX | 9.8 | 10.4 | Neutral | |
05/27/22 | Lim & Tan | Singtel | 2.73 | 0 | Buy | |
05/27/22 | DBS Vickers | Valuetronics | 0.52 | 0.51 | Hold | PER11x FY22 |
05/27/22 | Lim & Tan | Valuetronics | 0.52 | 0.52 | Neutral |
Friday, May 27, 2022
Will the US be heading for a soft or hard landing? - Part 8
China had been reducing its US treasuries since November 2021.
What's happening here? Is China taking revenge by selling its US treasuries? No, China is not being vindictive by selling its US treasuries. Actually, we had explained this in our post in 2018.
http://sg-stock.blogspot.com/2018/11/the-more-us-tries-to-hurt-china-more-it.html
APTV - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
08/16/21 | Phillip | APTV | 0.131 | 0.15 | Buy | EV/Ebitda9x FY21 |
11/16/21 | Phillip | APTV | 0.138 | 0.15 | Accumulate | EV/Ebitda9x FY21 |
03/09/22 | Phillip | APTV | 0.134 | 0.15 | Accumulate | EV/Ebitda9x FY21 |