Date | Analyst | Company | Last | Target | Call | Valuation |
07/25/22 | DBS Vickers | Aztech | 0.795 | 1.18 | Buy | PER11x FY22 |
07/25/22 | OCBC | Genting | 0.81 | 0.92 | Buy | |
07/25/22 | Lim & Tan | Ifast Corp | 3.99 | 5.93 | Neutral | |
07/25/22 | Kim Eng | Mapletree Logistics | 1.74 | 2.15 | Buy | |
07/25/22 | OCBC | Mapletree Logistics | 1.74 | 1.92 | No rating | |
07/25/22 | DBS Vickers | Nanofilm | 2.15 | 3.21 | Buy | |
07/25/22 | DMG & Partners | Raffles Medical | 1.12 | 1.5 | Buy | DCF |
07/25/22 | UOB Kay Hian | SATS | 3.99 | 4.2 | Buy | DCF |
07/25/22 | DBS Vickers | SATS | 3.99 | 4.3 | Hold | DCF |
07/25/22 | CIMB | SATS | 3.99 | 4.47 | Add | DCF |
07/25/22 | Lim & Tan | SATS | 3.99 | 4.64 | Accumulate | |
07/25/22 | DBS Vickers | UOL | 7.34 | 8.4 | Buy | RNAV |
Monday, July 25, 2022
Stock calls for 25 July 2022
Saturday, July 23, 2022
Perfect recipe for a global recession?
The ECB had just hiked its rate by 50bp recently to contain its sky-high inflation.
Conversely, the EU PMI had just breached the 50 level which was in the contraction zone. PMI is usually a precursor of future GDP growth. Please look at our previous explanation below.
http://sg-stock.blogspot.com/2019/04/the-us-economy-has-flipped-and-fissures.html
CPI/PPI --> M1-M2 spread/3m-10y yield spread --> PMI --> GDP
Let's take a look at the US now.
The US will be hiking its rate by 75bp again in July.
The S&P US composite PMI had also entered a contractionary phase recently.
It is NEVER a good idea to raise interest rates when the economy is slowing down. Therefore, the EU and US have created a perfect recipe for a global recession.
Netlink - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
06/18/21 | UOB Kay Hian | Netlink | 0.955 | 1.08 | Buy | DCF |
07/05/21 | UOB Kay Hian | Netlink | 0.955 | 1.08 | Buy | EV/Ebitda |
08/10/21 | Kim Eng | Netlink | 0.975 | 1.11 | Buy | |
08/24/21 | DBS Vickers | Netlink | 0.97 | 1.02 | Hold | DCF |
08/25/21 | CIMB | Netlink | 0.97 | 1.1 | Add | DDM |
08/25/21 | UOB Kay Hian | Netlink | 0.97 | 1.08 | Buy | DCF |
08/30/21 | phillip | Netlink | 0.97 | 1.03 | Accumulate | DCF |
08/31/21 | Kim Eng | Netlink | 0.975 | 1.13 | Buy | DDM |
10/11/21 | CIMB | Netlink | 0.99 | 1.1 | Add | |
11/08/21 | CIMB | Netlink | 1.01 | 1.1 | Add | |
11/08/21 | phillip | Netlink | 1.01 | 1.03 | Accumulate | DCF |
11/08/21 | UOB Kay Hian | Netlink | 1.01 | 1.08 | Hold | |
01/07/22 | Citi Research | Netlink | 0.995 | 0.9 | Sell | |
02/16/22 | DBS Vickers | Netlink | 0.975 | 1.02 | Hold | |
02/16/22 | Kim Eng | Netlink | 0.975 | 1.13 | Buy | DDM |
02/16/22 | UOB Kay Hian | Netlink | 0.975 | 1.05 | Hold | DCF |
02/17/22 | CIMB | Netlink | 0.975 | 1.1 | Add | |
02/18/22 | CIMB | Netlink | 0.97 | 1.06 | Add | |
02/21/22 | phillip | Netlink | 0.975 | 0.96 | Hold | DCF |
03/09/22 | UOB Kay Hian | Netlink | 0.97 | 1.05 | Hold | |
03/10/22 | DBS Vickers | Netlink | 0.965 | 1.05 | Buy | DCF |
05/18/22 | UOB Kay Hian | Netlink | 0.98 | 1.05 | Hold | DCF, EV/Ebitda16x FY23 |
05/18/22 | Lim & Tan | Netlink | 0.98 | 1.02 | Hold | |
05/19/22 | DBS Vickers | Netlink | 0.99 | 1.05 | Buy | |
05/19/22 | Kim Eng | Netlink | 0.99 | 1.05 | Buy | |
05/23/22 | CIMB | Netlink | 0.995 | 1.1 | Add | |
05/26/22 | OCBC | Netlink | 0.99 | 1.07 | Buy | |
06/15/22 | CIMB | Netlink | 0.995 | 1.1 | Add |
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