Date | Analyst | Company | Last | Target | Call | Valuation |
06/15/22 | CIMB | Comfortdelgro | 1.39 | 1.8 | Add | PER16.8x CY23 |
06/15/22 | UOB Kay Hian | CSE Global | 0.455 | 0.44 | Hold | PER13x FY22 |
06/15/22 | DBS Vickers | Far East Orchard | 1.09 | 1.7 | Buy | |
06/15/22 | CIMB | ISDN | 0.525 | 0.7 | Add | PER10.1x FY23 |
06/15/22 | CIMB | Keppel Corp | 6.69 | 7.2 | Add | |
06/15/22 | CIMB | Netlink | 0.995 | 1.1 | Add | |
06/15/22 | DBS Vickers | UOL | 7.2 | 8.4 | Buy |
Wednesday, June 15, 2022
Stock calls for 15 June 2022
Is the US FED going to hike its Fed rate by 50bp or 75bp in June 2022? - Part 3
The Fedwatch tool is indicating that the US FED will hike its rate by at least 75bp and a small probability of a 100bp hike. What a change of event!
Don Agro - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
07/23/21 | Amfrasers | Don Agro | 0.39 | 0.64 | Buy | DCF |
Digicore Reit - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
12/07/21 | UOB Kay Hian | Digicore Reit | 1.01 | 1.18 | Buy | DDM |
01/14/22 | DBS Vickers | Digicore Reit | 1.18 | 1.4 | Buy | DCF |
02/14/22 | UOB Kay Hian | Digicore Reit | 1.16 | 1.32 | Buy | DDM |
04/22/22 | DBS Vickers | Digicore Reit | 0.985 | 1.3 | Buy | DCF |
04/22/22 | UOB Kay Hian | Digicore Reit | 0.985 | 1.1 | Hold | DDM |
06/03/22 | DBS Vickers | Digicore Reit | 0.97 | 1.3 | Buy |
Delfi - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
08/11/21 | DBS Vickers | Delfi | 0.845 | 0.96 | Buy | PER18x FY21 |
08/17/21 | DBS Vickers | Delfi | 0.845 | 1.06 | Buy | PER18x FY21/22 |
09/13/21 | CIMB | Delfi | 0.775 | 1.02 | Add | PER20x FY22 |
10/27/21 | CIMB | Delfi | 0.745 | 1.02 | Add | |
11/17/21 | CIMB | Delfi | 0.745 | 1.02 | Add | |
11/17/21 | DBS Vickers | Delfi | 0.745 | 1.07 | Buy | PER18x FY22 |
11/18/21 | Lim & Tan | Delfi | 0.755 | 0 | Accumulate | |
02/23/22 | DBS Vickers | Delfi | 0.75 | 1.07 | Buy | |
02/24/22 | CIMB | Delfi | 0.785 | 1.09 | Add | |
02/24/22 | DBS Vickers | Delfi | 0.785 | 1.1 | Buy | PER18x FY22 |
04/12/22 | CIMB | Delfi | 0.79 | 1.09 | Add | |
05/20/22 | CIMB | Delfi | 0.745 | 1.09 | Add |
Stock calls for 14 June 2022
Date | Analyst | Company | Last | Target | Call | Valuation |
06/14/22 | DBS Vickers | ARA Hospitality | 0.485 | 0.7 | Buy | |
06/14/22 | DBS Vickers | ART | 1.16 | 1.4 | Buy | |
06/14/22 | DBS Vickers | Cromwell EUR | 1.97 | 2.6 | Buy | DCF |
06/14/22 | Lim & Tan | Frasers Hospitality Trust | 0.69 | 0.7 | Accept Offer | Offer @ $0.70 |
06/14/22 | Lim & Tan | Frasers Logistics | 1.33 | 1.58 | Accumulate | |
06/14/22 | CIMB | Frasers Property | 1.08 | 1.41 | Add | |
06/14/22 | CIMB | Sembcorp Marine | 0.114 | 0.09 | Hold | |
06/14/22 | UOB Kay Hian | SGX | 9.58 | 9.55 | Hold | PER23.7x FY22 |
06/14/22 | DMG & Partners | SGX | 9.58 | 10.4 | Neutral | |
06/14/22 | CIMB | SIA | 5.18 | 5.75 | Hold | PB0.95x FY23 |
Tuesday, June 14, 2022
Is the US FED going to hike its Fed rate by 50bp or 75bp in June 2022? - Part 2
Is the US FED going to hike its Fed rate by 50bp or 75bp in June 2022?
IORB: 0.9% vs 0.4% in May
Although the IORB (0.9%) is still within the current fed rate range of 0.75-1%, it has jumped by more than 2x in May compared to the last fed meeting.
EFFR: 0.83% vs 0.33% in May
Although the EFFR (0.83%) is still within the current fed rate range of 0.75-1%, it has jumped by more than 2x in May compared to the last fed meeting.
Monday, June 13, 2022
Del Monte - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
10/25/21 | phillip | Del Monte | 0.38 | 0.6 | Buy | PER13x FY22 |
03/15/22 | phillip | Del Monte | 0.355 | 0.63 | Buy | PER12x FY22, up from $0.62 |