Date | Analyst | Company | Last | Target | Call | Valuation |
07/30/21 | DMG & Partners | Golden Agri | 0.235 | 0.22 | Neutral | |
08/17/21 | CIMB | Golden Agri | 0.24 | 0.25 | Hold | |
08/17/21 | DMG & Partners | Golden Agri | 0.24 | 0.24 | Neutral | |
11/10/21 | DMG & Partners | Golden Agri | 0.27 | 0.24 | Neutral | |
11/15/21 | CIMB | Golden Agri | 0.27 | 0.281 | Hold | |
11/15/21 | DMG & Partners | Golden Agri | 0.27 | 0.25 | Neutral | |
11/15/21 | UOB Kay Hian | Golden Agri | 0.27 | 0.18 | Sell | |
01/11/22 | DMG & Partners | Golden Agri | 0.245 | 0.24 | Neutral | |
01/11/22 | CIMB | Golden Agri | 0.245 | 0.335 | Add | |
02/28/22 | DMG & Partners | Golden Agri | 0.29 | 0.26 | Neutral | |
02/28/22 | OCBC | Golden Agri | 0.29 | 0.32 | Hold | |
03/03/22 | DMG & Partners | Golden Agri | 0.305 | 0.315 | Neutral | |
03/03/22 | Lim & Tan | Golden Agri | 0.305 | 0 | Accumulate | |
03/14/22 | DMG & Partners | Golden Agri | 0.3 | 0.31 | Neutral | |
04/12/22 | DMG & Partners | Golden Agri | 0.305 | 0.31 | Neutral | |
05/13/22 | DMG & Partners | Golden Agri | 0.28 | 0.3 | Neutral | Sum of parts |
05/16/22 | CIMB | Golden Agri | 0.28 | 0.3 | Hold | |
05/18/22 | OCBC | Golden Agri | 0.28 | 0.3 | Hold |
Monday, June 27, 2022
Golden Agri - Stock calls
GKE - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
06/08/21 | SAC Capital | GKE | 0.134 | 0.163 | Buy | |
07/08/21 | CIMB | GKE | 0.145 | 0.21 | Add | PER10.3x CY22 |
08/05/21 | CIMB | GKE | 0.146 | 0.21 | Add | |
08/05/21 | SAC Capital | GKE | 0.146 | 0.171 | Buy | |
01/19/22 | CIMB | GKE | 0.116 | 0.16 | Add | Sum of parts, PER11.7x CY22 |
01/26/22 | SAC Capital | GKE | 0.11 | 0.123 | Hold | Sum of parts, PER13.5x FY22 |
Stock calls for 27 June 2022
Date | Analyst | Company | Last | Target | Call | Valuation |
06/27/22 | UOB Kay Hian | Comfortdelgro | 1.38 | 1.73 | Buy | PER16.4x FY22 |
06/27/22 | phillip | Del Monte | 0.37 | 0.69 | Buy | PER10x FY22 |
06/27/22 | CIMB | Duty Free | 2.97 | 2.7 | Hold | Cut from $2.90 |
06/27/22 | Citi Research | Keppel DC Reit | 2.03 | 2.4 | Hold | |
06/27/22 | DBS Vickers | Wing Tai | 1.76 | 2.05 | Buy | RNAV (50% disc) |
Saturday, June 25, 2022
The Fed has started to embrace a US recession!
The US Fed has accepted the possibility of a recession. We had stated much earlier that the US had a high possibility of having a recession.
http://sg-stock.blogspot.com/2022/05/will-us-be-heading-for-soft-or-hard.html
The recent business activity data (composite PMI) had also indicated an economic deterioration. We had stated that the May PMI was an aberration and we told our viewers to ignore it.
http://sg-stock.blogspot.com/2022/06/ism-pmi-increased-slightly-in-may-2022.html
GHY - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
06/07/21 | UOB Kay Hian | GHY | 0.71 | 1.18 | Buy | |
06/17/21 | DBS Vickers | GHY | 0.705 | 1 | Buy | Sum of parts |
07/02/21 | UOB Kay Hian | GHY | 0.715 | 1.18 | Buy | |
08/13/21 | DBS Vickers | GHY | 0.63 | 0.87 | Buy | Sum of parts |
08/17/21 | UOB Kay Hian | GHY | 0.63 | 1.05 | Buy | |
03/04/22 | DBS Vickers | GHY | 0.425 | 0.45 | Hold | Sum of parts |
Geo Energy - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
08/30/21 | Amfrasers | Geo Energy | 0.23 | 0.42 | outperform | DCF |