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Tuesday, November 1, 2022

Nanofilm - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

06/25/21

DBS Vickers

Nanofilm

5.28

6.22

Buy


07/22/21

Jefferies

Nanofilm

6.26

6.5

Buy


08/05/21

CIMB

Nanofilm

6.15

5.52

Add


08/16/21

Citi Research

Nanofilm

5.92

7.85

High-Risk


08/16/21

DBS Vickers

Nanofilm

5.92

6.22

Buy


08/16/21

DBS Vickers

Nanofilm

4.25

4.18

Hold

PEG0.83x

08/17/21

CIMB

Nanofilm

4.25

5.05

Add

PER34x FY22

08/18/21

Jefferies

Nanofilm

3.82

4.5

Hold


08/18/21

UOB Kay Hian

Nanofilm

3.82

4

Hold


10/15/21

CIMB

Nanofilm

3.68

4.02

Add


10/15/21

Citi Research

Nanofilm

3.68

4.08

Hold


10/15/21

DBS Vickers

Nanofilm

3.68

4.05

Hold

PEG0.75x

10/15/21

Jefferies

Nanofilm

3.68

3.9

Hold


10/15/21

UOB Kay Hian

Nanofilm

3.68

3.9

Hold

PER28x FY22

12/09/21

DBS Vickers

Nanofilm

3.99

4.96

Buy

PEG0.92x

12/21/21

Lim & Tan

Nanofilm

3.72

4.28

Hold


01/19/22

CIMB

Nanofilm

3.3

3.92

Add

PER22.25x, PEG1x

01/21/22

DBS Vickers

Nanofilm

2.99

4.12

Buy


01/24/22

Citi Research

Nanofilm

2.95

3.92

Buy


01/24/22

UOB Kay Hian

Nanofilm

2.95

2.67

Hold

PEG1x FY22, PER22x FY22

02/24/22

DBS Vickers

Nanofilm

2.87

4.12

Buy


02/24/22

Jefferies

Nanofilm

2.87

3

Hold


02/25/22

CIMB

Nanofilm

2.8

3.5

Add


02/25/22

UOB Kay Hian

Nanofilm

2.8

2.72

Hold

PEG1x FY22, PER23x FY22

03/15/22

CIMB

Nanofilm

2.51

3.5

Add


04/20/22

CIMB

Nanofilm

2.76

3.5

Add


04/20/22

Citi Research

Nanofilm

2.76

3.92

Buy


04/20/22

DBS Vickers

Nanofilm

2.76

4.12

Buy


04/20/22

Jefferies

Nanofilm

2.76

2.9

Hold


04/21/22

UOB Kay Hian

Nanofilm

2.8

2.72

Hold

PER23x FY22

06/29/22

DBS Vickers

Nanofilm

2.39

3.7

Buy

PER32x FY22

07/01/22

CIMB

Nanofilm

2.33

3.07

Add


07/25/22

DBS Vickers

Nanofilm

2.15

3.21

Buy

PER30x FY22

08/15/22

UOB Kay Hian

Nanofilm

2.23

2.72

Buy

PER20x FY23

08/15/22

Citi Research

Nanofilm

2.23

3.18

Buy


08/18/22

DBS Vickers

Nanofilm

2.32

3.21

Buy


08/19/22

CIMB

Nanofilm

2.33

3.05

Add


09/05/22

UOB Kay Hian

Nanofilm

2.35

2.72

Buy

PEG1x FY23, PER20x FY23

09/29/22

Lim & Tan

Nanofilm

2.08

2.85

Buy


09/29/22

Citi Research

Nanofilm

2.08

3.18

Buy


10/17/22

UOB Kay Hian

Nanofilm

1.89

2.72

Buy

PEG1x FY23, PER20x FY23

Stock calls for 31 october 2022

Date

Analyst

Company

Last

Target

Call

Valuation

10/31/22

DBS Vickers

CDL Hospitality

1.12

1.35

Buy


10/31/22

CIMB

CDL Hospitality

1.12

1.3

Add

DDM

10/31/22

DMG & Partners

CDL Hospitality

1.12

1.15

Neutral

DDM

10/31/22

Citi Research

CDL Hospitality

1.12

1.15

Sell


10/31/22

UOB Kay Hian

Frasers Centrepoint Trust

2.08

2.46

Buy

DDM

10/31/22

CIMB

Keppel DC Reit

1.81

2.12

Add

DDM

10/31/22

DBS Vickers

Mapletree Commercial

1.67

2

Buy


10/31/22

UOB Kay Hian

Mapletree Logistics

1.52

1.87

Buy

DDM

10/31/22

DBS Vickers

Micro-Mechanics

2.76

2.32

Fully Valued


10/31/22

UOB Kay Hian

Sheng Siong

1.56

1.91

Buy

PER21x FY23

10/31/22

phillip

Sheng Siong

1.56

1.86

Buy

PER22x

10/31/22

Citi Research

Sheng Siong

1.56

1.79

Buy


10/31/22

DMG & Partners

UOB

27.06

31.4

Buy


10/31/22

Kim Eng

UOB

27.06

33.77

Buy


10/31/22

Lim & Tan

Wilmar

3.6

5.39

Accumulate


Monday, October 31, 2022

Recent economic updates: EU and US

Let's take a look at the recent economic statistics.

The EU PMI is still in a contractionary zone (below 50).

Due to the contractionary PMI, EU stocks are expected to decline in 2022.

The US Q3 GDP growth was 2.6% but the true economic conditions underlying the headline growth were bleak.  Why?

The Q3 GDP growth was propped up by net exports which contributed 2.77% to the overall growth.  This meant that the other 3 GDP factors (Government spending, Investment and consumption) contributed to a net growth of -0.17%.

GDP Growth = (G+I+C)+Net exports

2.6% = (-0.17) + 2.77


Thus, 3/4 of the economists projected an impending US recession in the foreseeable future.

As the US is still unable to contain its sky-high inflation, it will continue to raise its Fed rates.  The Fed terminal rate is projected to be at 5% in 2023 compared to the current rate of 3-3.25%.

Since the Fed rates will continue to climb, the US mortgage rates will also rise accordingly.  The recent 30-year mortgage rate had already breached the 7% mark.


Furthermore, the Fed will reduce its balance sheet by a few trillion which is considered an insidious rate hike.

Thus, the US outlook is indeed very bleak.

Saturday, October 29, 2022

MS Holdings - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

10/03/22

Lim & Tan

MS Holdings

0.06

0

Reject offer

Takeover price $0.07