Date | Analyst | Company | Last | Target | Call | Valuation |
07/05/21 | CIMB | ST Engineering | 3.85 | 4.41 | Add | |
07/06/21 | UOB Kay Hian | ST Engineering | 3.9 | 4.26 | Buy | EV/Invested capital basis |
08/05/21 | Citi Research | ST Engineering | 4.01 | 3.56 | Sell | |
08/05/21 | DBS Vickers | ST Engineering | 4.01 | 4.2 | Buy | Sum of parts |
08/13/21 | Citi Research | ST Engineering | 4.08 | 3.68 | Sell | |
08/13/21 | OCBC | ST Engineering | 4.08 | 4.4 | Buy | |
08/16/21 | DBS Vickers | ST Engineering | 4.09 | 4.36 | Buy | Sum of parts |
08/17/21 | DMG & Partners | ST Engineering | 4.03 | 4.5 | Buy | |
08/17/21 | UOB Kay Hian | ST Engineering | 4.03 | 4.25 | Hold | |
09/10/21 | DMG & Partners | ST Engineering | 3.77 | 4.5 | Buy | |
09/14/21 | UOB Kay Hian | ST Engineering | 3.76 | 4.25 | Buy | EV/Invested capital basis |
10/04/21 | CIMB | ST Engineering | 3.78 | 4.54 | Add | |
10/04/21 | DBS Vickers | ST Engineering | 3.78 | 4.55 | Buy | Sum of parts |
10/04/21 | Lim & Tan | ST Engineering | 3.78 | 0 | Hold | |
10/04/21 | OCBC | ST Engineering | 3.78 | 4.3 | Buy | |
10/05/21 | Citi Research | ST Engineering | 3.88 | 3.65 | Sell | PER20x FY22 |
10/05/21 | DMG & Partners | ST Engineering | 3.88 | 4.85 | Buy | |
10/05/21 | UOB Kay Hian | ST Engineering | 3.88 | 4.05 | Buy | |
11/10/21 | DBS Vickers | ST Engineering | 3.81 | 4.55 | Buy | |
11/11/21 | CIMB | ST Engineering | 3.84 | 4.54 | Add | DCF |
11/19/21 | DBS Vickers | ST Engineering | 3.98 | 4.6 | Buy | Sum of parts |
11/29/21 | DMG & Partners | ST Engineering | 3.85 | 4.85 | Buy | |
12/13/21 | UOB Kay Hian | ST Engineering | 3.78 | 4.05 | Buy | |
02/28/22 | CIMB | ST Engineering | 3.77 | 4.7 | Add | |
02/28/22 | Lim & Tan | ST Engineering | 3.77 | 4.38 | Accumulate | |
03/02/22 | DBS Vickers | ST Engineering | 3.95 | 4.7 | Buy | |
03/02/22 | DMG & Partners | ST Engineering | 3.95 | 4.8 | Buy | |
03/16/22 | Lim & Tan | ST Engineering | 4.02 | 4.43 | Buy | |
03/24/22 | Lim & Tan | ST Engineering | 4.11 | 4.41 | Accumulate | |
05/23/22 | DMG & Partners | ST Engineering | 4.09 | 4.8 | Buy | |
05/31/22 | Kim Eng | ST Engineering | 4.06 | 4.75 | Buy | DCF |
06/01/22 | DMG & Partners | ST Engineering | 4.11 | 4.8 | Buy | Sum of parts |
06/06/22 | UOB Kay Hian | ST Engineering | 4.13 | 4.6 | Buy | DCF, PER23.5x FY23 |
07/26/22 | DMG & Partners | ST Engineering | 4.1 | 4.8 | Buy | |
08/03/22 | CIMB | ST Engineering | 4.08 | 4.58 | Add | |
08/15/22 | UOB Kay Hian | ST Engineering | 4.06 | 4.4 | Buy | DCF |
08/15/22 | DBS Vickers | ST Engineering | 4.06 | 4.7 | Buy | |
08/15/22 | DMG & Partners | ST Engineering | 4.06 | 4.6 | Buy | Sum of parts |
08/16/22 | Citi Research | ST Engineering | 4 | 3.49 | Sell | |
08/16/22 | CIMB | ST Engineering | 4 | 4.53 | Add | |
08/16/22 | Kim Eng | ST Engineering | 4 | 4.5 | Buy | |
09/01/22 | UOB Kay Hian | ST Engineering | 3.73 | 4.07 | Buy | DCF |
09/01/22 | Lim & Tan | ST Engineering | 3.73 | 4.47 | Accumulate | |
09/02/22 | DMG & Partners | ST Engineering | 3.78 | 4.6 | Buy | Sum of parts |
09/15/22 | Lim & Tan | ST Engineering | 3.72 | 4.61 | Accumulate | |
10/06/22 | CIMB | ST Engineering | 3.52 | 3.95 | Add | |
10/11/22 | DMG & Partners | ST Engineering | 3.35 | 4.1 | Buy | Sum of parts |
10/13/22 | Kim Eng | ST Engineering | 3.28 | 4.2 | Buy | DCF |
11/07/22 | CIMB | ST Engineering | 3.33 | 3.99 | Add | |
11/08/22 | DBS Vickers | ST Engineering | 3.37 | 4.7 | Buy | |
11/08/22 | Lim & Tan | ST Engineering | 3.37 | 4.2 | Accumulate | |
11/09/22 | DMG & Partners | ST Engineering | 3.33 | 4.15 | Buy | Sum of parts |
Saturday, November 19, 2022
ST Engineering - Stock calls
Spindex - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
08/25/21 | Lim & Tan | Spindex | 1.2 | 0 | Accumulate | |
10/15/21 | Lim & Tan | Spindex | 1.3 | 0 | Buy | |
12/02/21 | Lim & Tan | Spindex | 1.18 | 1.45 | Buy | |
02/14/22 | Lim & Tan | Spindex | 1.31 | 0 | Accumulate |
Stock calls for 18 November 2022
Date | Analyst | Company | Last | Target | Call | Valuation |
11/18/22 | DMG & Partners | Comfortdelgro | 1.26 | 1.8 | Buy | DCF |
11/18/22 | CIMB | Delfi | 0.77 | 1.26 | Add | PER15x FY24 |
11/18/22 | DBS Vickers | Nanofilm | 1.38 | 1.39 | Hold | PER15x FY23 |
11/18/22 | CIMB | Nanofilm | 1.38 | 1.37 | Hold | PEG1x FY23 |
11/18/22 | DBS Vickers | Thai Beverage | 0.615 | 0.84 | Buy | Sum of parts |
11/18/22 | UOB Kay Hian | Valuetronics | 0.52 | 0.52 | Hold | PER11x FY23 |
Friday, November 18, 2022
China has continued to sell its US treasuries!
Singapore Nodx declined 5.6% in October 2022.
May 2022: 12.4%
April 2022: 6.4%
March 2022: 7.7%
February 2022: 9.5%
January 2022: 17.6%
December 2021: 18.4%
November 2021: 24.2%
October 2021: 17.9%
September 2021: 12.3%
August 2021: 2.7%
July 2021: 12.7%
June 2021: 15.9%
May 2021: 8.8%
April 2021: 6%
March 2021: 12.1%
February 2021: 4.2%
January 2021: 12.8%
December 2020: 6.8%
November 2020: -4.9%
October 2020: -3.1%
September 2020: 5.9%
August 2020: 7.7%
July 2020: 6%
June 2020: 16.1% (Revised to 13.9%)
May 2020: -4.6%
April 2020: 9.7%
March 2020: 17.6%
February 2020: 3% (Revised to 3.1%)
January 2020: - 3.3%
December 2019: 2.4%
November 2019: - 5.9%
October 2019: - 12.3%
September 2019: -8.1%
August 2019: - 8.9%
July 2019: -11.2%
June 2019: -17.3%
May 2019: -15.9%
April 2019: -10%
March 2019: -11.7%
February 2019: 4.9%
January 2019: -10.1%
December 2018: -8.5%
November 2018: -2.6%
October 2018: 8.3%
September 2018: 8.3%
August 2018: 5%
July 2018: 11.8% (Corrected)
June 2018: 1.1%
May 2018: 15.5%
April 2018: 11.8%
March 2018: -2.7%
February 2018: -5.9%
January 2018: 13%
December 2017: 3.1%
November 2017: 9.1%
October 2017: 20.9%
September 2017: -1.1%
August 2017: 16.7%
July 2017: 8.5%
June 2017: 8.2%
May 2017: -1.2%
Apr 2017: -0.7%
Mar 2017: 16.5%
Feb 2017: 21.1%
