Stock calls for 25 october 2022

Date	Analyst	Company	Last	Target	Call	Valuation
10/25/22	Credit Suisse	ART	0.875	0.97	Buy
10/25/22	DBS Vickers	Capitaland Integrated Commercial Trust	1.74	2.2	Buy
10/25/22	OCBC	Capitaland Integrated Commercial Trust	1.74	2.15	Buy
10/25/22	DMG & Partners	Capitaland Integrated Commercial Trust	1.74	2	Buy	DDM
10/25/22	Credit Suisse	Capitaland Integrated Commercial Trust	1.74	2.31	Buy
10/25/22	Citi Research	Capitaland Integrated Commercial Trust	1.74	2.35	Buy
10/25/22	UOB Kay Hian	DBS	32.39	45.75	Buy	GGM, PB1.94x FY23
10/25/22	Lim & Tan	DBS	32.39	39.5	Accumulate
10/25/22	DBS Vickers	IHH Healthcare	1.79	2.37	Buy	Ringgit $7.90 target price
10/25/22	Credit Suisse	Mapletree Commercial	1.55	2.05	Buy
10/25/22	DBS Vickers	OCBC	11.53	16.82	Buy	GGM, PB1.34x FY23
10/25/22	CIMB	Raffles Medical	1.21	1.6	Add

Is co-exist policy or zero covid policy better? The truth is out!

We tabulated a metric table based on available statistics and the results confirmed that China was right to implement a zero covid policy.

	Co-Exist Policy (US)	Zero Covid Policy (China)	Winner
Infection (Million):	96.9	1.02	Zero Covid Policy (China)
Total death (‘000):	1006	5.2	Zero Covid Policy (China)
7-day ave case:	35287	982	Zero Covid Policy (China)
7-day ave death:	377	No death after May 2022	Zero Covid Policy (China)
Long covid case (Million):	24	Negligible	Zero Covid Policy (China)
Incapacitated 80% (Million):	19.2	Negligible	Zero Covid Policy (China)
Long covid unemployment: (Million), Brookings Institution	4	Negligible	Zero Covid Policy (China)
Long covid wage loss (Billion): Brookings Institution	170	Negligible	Zero Covid Policy (China)
GDP Q1:	-1.60%	4.80%	Zero Covid Policy (China)
GDP Q2:	-0.60%	0.40%	Zero Covid Policy (China)

http://sg-stock.blogspot.com/2022/04/bloomberg-had-acknowledged-success-of.html

Bloomberg had also extolled the success of the zero covid policy previously.

Baltic dry index - 1819

Related stock: Sembcorp Marine, Cosco & Pan ocean.

US rig count (weekly) - 771

Related stock: Sembcorp Marine & Cosco.

Mandarin Oriental - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/29/22	DBS Vickers	Mandarin Oriental	2.02	2.3	Buy	Sum of parts

Livingstone - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
02/04/22	SAC Capital	Livingstone	0.147	0.168	Hold	DCF

Lian Beng - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
06/15/21	Lim & Tan	Lian Beng	0.485	0	Reject offer	offer price $0.50

Stock calls for 21 october 2022

Date	Analyst	Company	Last	Target	Call	Valuation
10/21/22	CIMB	Aztech	0.74	0.96	Add	PER7.7x FY23
10/21/22	Lim & Tan	Ireit	0.485	0.69	Accumulate
10/21/22	DBS Vickers	Keppel Infrastructure	0.525	0.63	Buy
10/21/22	UOB Kay Hian	Parkway Life	3.81	4.13	Hold	DDM
10/21/22	DBS Vickers	Raffles Medical	1.23	1.63	Buy
10/21/22	CIMB	Thai Beverage	0.57	0.88	Add

LHN - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
06/07/21	Phillip	LHN	0.295	0.54	Buy	PER9.5x FY21
09/28/21	Amfrasers	LHN	0.315	0.49	Outperform	PER6x FY22
11/29/21	Lim & Tan	LHN	0.365	0	Take Profit
12/01/21	Phillip	LHN	0.335	0.49	Buy	PER7x FY22
12/23/21	Amfrasers	LHN	0.3	0.44	Outperform
04/25/22	Phillip	LHN	0.34	0.49	Buy
05/03/22	Phillip	LHN	0.31	0.51	Buy
06/03/22	CIMB	LHN	0.143	0.22	Add