Date | Analyst | Company | Last | Target | Call | Valuation |
06/08/21 | CIMB | Keppel Corp | 5.35 | 6.4 | Add | |
06/09/21 | Phillip | Keppel Corp | 5.29 | 6.12 | Buy | Sum of parts (10% discount), PB1x FY21 |
06/09/21 | UOB Kay Hian | Keppel Corp | 5.29 | 6.37 | Buy | Sum of parts |
06/25/21 | OCBC | Keppel Corp | 5.11 | 6.33 | Buy | |
06/28/21 | DBS Vickers | Keppel Corp | 5.4 | 6.2 | Buy | PB1x |
06/28/21 | Phillip | Keppel Corp | 5.4 | 6.2 | Buy | Sum of parts (10% discount), PB1x FY21 |
06/29/21 | Macquarie | Keppel Corp | 5.6 | 5.44 | Neutral | |
07/06/21 | Phillip | Keppel Corp | 5.37 | 6.12 | Buy | |
07/07/21 | UOB Kay Hian | Keppel Corp | 5.42 | 6.37 | Buy | |
07/30/21 | CIMB | Keppel Corp | 5.39 | 6.9 | Add | |
07/30/21 | Lim & Tan | Keppel Corp | 5.39 | 0 | Buy | |
07/30/21 | UOB Kay Hian | Keppel Corp | 5.39 | 6.48 | Buy | Sum of parts |
08/02/21 | Phillip | Keppel Corp | 5.49 | 6.28 | Buy | Sum of parts |
08/03/21 | Lim & Tan | Keppel Corp | 5.49 | 0 | Accumulate | |
08/06/21 | CIMB | Keppel Corp | 5.55 | 6.9 | Add | |
08/06/21 | OCBC | Keppel Corp | 5.55 | 6.33 | Buy | |
08/06/21 | UOB Kay Hian | Keppel Corp | 5.55 | 6.48 | Buy | |
08/12/21 | Macquarie | Keppel Corp | 5.42 | 6.15 | Outperform | Sum of parts |
08/26/21 | DBS Vickers | Keppel Corp | 5.35 | 6.2 | Buy | PB1x |
09/17/21 | CIMB | Keppel Corp | 5.27 | 6.9 | Add | Sum of parts |
09/27/21 | UOB Kay Hian | Keppel Corp | 5.22 | 6.48 | Buy | |
10/08/21 | DBS Vickers | Keppel Corp | 5.22 | 6.2 | Buy | |
10/08/21 | Lim & Tan | Keppel Corp | 5.22 | 6.37 | Accumulate | |
10/19/21 | Phillip | Keppel Corp | 5.53 | 7.07 | Buy | Sum of parts |
10/25/21 | UOB Kay Hian | Keppel Corp | 5.51 | 6.48 | Buy | |
10/26/21 | Lim & Tan | Keppel Corp | 5.48 | 6.44 | Accumulate | |
10/29/21 | UOB Kay Hian | Keppel Corp | 5.37 | 6.74 | Buy | Sum of parts |
11/01/21 | CIMB | Keppel Corp | 5.38 | 6.9 | Add | |
11/01/21 | DBS Vickers | Keppel Corp | 5.38 | 6.2 | Buy | |
11/03/21 | Phillip | Keppel Corp | 5.32 | 7.07 | Buy | Sum of parts |
11/22/21 | UOB Kay Hian | Keppel Corp | 5.34 | 6.74 | Buy | |
12/07/21 | Lim & Tan | Keppel Corp | 5.13 | 6.68 | Accumulate | |
12/13/21 | UOB Kay Hian | Keppel Corp | 5.24 | 6.74 | Buy | |
01/07/22 | Phillip | Keppel Corp | 5.11 | 7.07 | Buy | Sum of parts |
01/21/22 | Lim & Tan | Keppel Corp | 5.31 | 6.7 | Accumulate | |
01/24/22 | DBS Vickers | Keppel Corp | 5.38 | 6.2 | Buy | |
01/26/22 | UOB Kay Hian | Keppel Corp | 5.31 | 6.74 | Buy | |
01/28/22 | Citi Research | Keppel Corp | 5.29 | 6.35 | Buy | Sum of parts (10% discount) |
01/28/22 | DBS Vickers | Keppel Corp | 5.29 | 6.9 | Buy | Sum of parts |
01/28/22 | Lim & Tan | Keppel Corp | 5.29 | 6.67 | Accumulate | |
01/28/22 | UOB Kay Hian | Keppel Corp | 5.29 | 6.94 | Buy | Sum of parts |
02/08/22 | Amfrasers | Keppel Corp | 5.89 | 6.22 | Buy | Sum of parts |
02/10/22 | CIMB | Keppel Corp | 6.04 | 7.2 | Add | |
02/10/22 | DBS Vickers | Keppel Corp | 6.04 | 6.9 | Buy | |
02/10/22 | Lim & Tan | Keppel Corp | 6.04 | 6.8 | Accumulate | |
02/11/22 | Phillip | Keppel Corp | 6.03 | 7.07 | Buy | Sum of parts |
02/18/22 | OCBC | Keppel Corp | 6.08 | 7 | Buy | |
03/14/22 | UOB Kay Hian | Keppel Corp | 6.13 | 6.94 | Buy | |
04/01/22 | CIMB | Keppel Corp | 6.42 | 7.2 | Add | Sum of parts |
04/01/22 | Lim & Tan | Keppel Corp | 6.42 | 6.85 | Buy | |
04/04/22 | Phillip | Keppel Corp | 6.46 | 7.07 | Buy | Sum of parts, PB1x |
04/22/22 | UOB Kay Hian | Keppel Corp | 6.65 | 7.25 | Buy | Sum of parts |
04/28/22 | CIMB | Keppel Corp | 6.66 | 7.2 | Add | Sum of parts |
04/28/22 | UOB Kay Hian | Keppel Corp | 6.66 | 10.11 | Buy | Sum of parts |
04/29/22 | OCBC | Keppel Corp | 6.86 | 8.78 | Buy | |
05/09/22 | Lim & Tan | Keppel Corp | 6.79 | 0 | Accumulate | |
05/24/22 | Lim & Tan | Keppel Corp | 6.77 | 7.6 | Accumulate | |
06/01/22 | Lim & Tan | Keppel Corp | 6.89 | 7.6 | Accumulate | |
06/15/22 | CIMB | Keppel Corp | 6.69 | 7.2 | Add | |
07/07/22 | UOB Kay Hian | Keppel Corp | 6.45 | 10.11 | Buy |
Tuesday, July 12, 2022
Keppel Corp - Stock calls
Jumbo - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
09/28/21 | DBS Vickers | Jumbo | 0.295 | 0.21 | Fully Valued | |
11/25/21 | Lim & Tan | Jumbo | 0.3 | 0 | Hold | |
01/14/22 | Lim & Tan | Jumbo | 0.315 | 0 | Hold | |
01/14/22 | CIMB | Jumbo | 0.315 | 0.31 | Hold | |
05/19/22 | CIMB | Jumbo | 0.29 | 0.3 | Hold |
Stock calls for 12 July 2022
Date | Analyst | Company | Last | Target | Call | Valuation |
07/12/22 | DBS Vickers | EC World Reit | 0.48 | 0.7 | Buy | |
07/12/22 | CIMB | First Resources | 1.51 | 2.1 | Hold | |
07/12/22 | CIMB | Golden Agri | 0.265 | 0.3 | Hold | |
07/12/22 | DMG & Partners | OCBC | 11.45 | 13.9 | Buy | GGM, PB1.06x FY23 |
07/12/22 | CIMB | Raffles Medical | 1.11 | 1.27 | Add | |
07/12/22 | Lim & Tan | Stamford Land | 0.395 | 0 | Hold | |
07/12/22 | CIMB | Wilmar | 4.13 | 5.69 | Add |
Monday, July 11, 2022
Financial risks are rising in the US! - Part 5
Financial risk updates:
The Bloomberg US financial condition index has a positive correlation to the S&P500 as indicated by the chart below. The US financial condition index has a downward trajectory now for the year 2022.
Last but not least, the latest Atlantic Fed GDP estimate is still in negative territory (-1.2%).
Saturday, July 9, 2022
Financial risks are rising in the US! - Part 4
Jiutian - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
07/12/21 | Amfrasers | Jiutian | 0.086 | 0.145 | Outperform | PER7x FY22 |
10/19/21 | CIMB | Jiutian | 0.091 | 0.14 | Add | |
11/12/21 | CIMB | Jiutian | 0.079 | 0.14 | Add | |
01/11/22 | UOB Kay Hian | Jiutian | 0.078 | 0.14 | Buy | PER5x FY21 |
01/20/22 | CIMB | Jiutian | 0.083 | 0.15 | Add | |
03/01/22 | CIMB | Jiutian | 0.082 | 0.15 | Add | |
04/05/22 | UOB Kay Hian | Jiutian | 0.09 | 0.168 | Buy | PER4.3x FY22 |
05/05/22 | CIMB | Jiutian | 0.094 | 0.17 | Add | |
05/11/22 | UOB Kay Hian | Jiutian | 0.099 | 0.18 | Buy | PER3.5x FY22 |
05/17/22 | Amfrasers | Jiutian | 0.098 | 0.245 | Outperform | PER4.5x |
Jardine Matheson - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/04/22 | Lim & Tan | Jardine Matheson | 59.12 | 65.5 | Accumulate | Average target |
Jardine C&C - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
12/17/21 | Macquarie | Jardine C&C | 21.2 | 26.5 | Outperform | Sum of parts |
Stock calls for 9 July 2022
Date | Analyst | Company | Last | Target | Call | Valuation |
07/08/22 | DMG & Partners | A-Reit | 2.89 | 3.6 | Buy | DDM |
07/08/22 | UOB Kay Hian | Mapletree Industrial | 2.64 | 3.36 | Buy |