Golden Agri - Stock calls

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

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)

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

Baltic dry index - 2331

 
Related stock: Sembcorp Marine, Cosco & Pan ocean.

US rig count (weekly) - 753

Related stock: Sembcorp Marine & Cosco.

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