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Monday, December 5, 2022

A-Reit - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/21/22

DMG & Partners

A-Reit

2.87

3.6

Buy


02/09/22

CIMB

A-Reit

2.8

3.2

Add

DDM

02/09/22

DBS Vickers

A-Reit

2.8

3.65

Buy


02/09/22

Jefferies

A-Reit

2.8

3.25

Buy


02/09/22

Kim Eng

A-Reit

2.8

3.65

Buy

DDM

02/09/22

Lim & Tan

A-Reit

2.8

3.41

Accumulate on weakness


02/09/22

UOB Kay Hian

A-Reit

2.8

3.92

Buy

DDM

02/11/22

OCBC

A-Reit

2.89

3.63

Buy


02/21/22

Phillip

A-Reit

2.83

3.52

Buy

DDM

02/21/22

Citi Research

A-Reit

2.83

3.16

Buy


03/03/22

OCBC

A-Reit

2.83

3.63

Buy


04/07/22

Lim & Tan

A-Reit

2.95

3.29

Hold


05/05/22

DBS Vickers

A-Reit

2.82

3.65

Buy


05/05/22

CIMB

A-Reit

2.82

3.2

Add

DDM

05/05/22

DMG & Partners

A-Reit

2.82

3.6

Buy

DDM

05/05/22

Lim & Tan

A-Reit

2.82

3.29

Accumulate


06/01/22

DMG & Partners

A-Reit

2.79

3.6

Buy


06/01/22

OCBC

A-Reit

2.79

3.43

Buy


06/03/22

DBS Vickers

A-Reit

2.79

3.65

Buy


07/08/22

DMG & Partners

A-Reit

2.89

3.6

Buy

DDM

08/03/22

UOB Kay Hian

A-Reit

2.96

3.45

Buy

DDM

08/03/22

DBS Vickers

A-Reit

2.96

3.65

Buy


08/03/22

DMG & Partners

A-Reit

2.96

3.6

Buy

DDM

08/05/22

Kim Eng

A-Reit

3.02

3.5

Buy


08/05/22

OCBC

A-Reit

3.02

3.34

Buy


09/15/22

DBS Vickers

A-Reit

2.86

3.65

Buy


09/15/22

CIMB

A-Reit

2.86

3.21

Add


09/15/22

Citi Research

A-Reit

2.86

3.16

Buy


09/21/22

DMG & Partners

A-Reit

2.82

3.6

Buy

DDM

09/28/22

Lim & Tan

A-Reit

2.7

3.2

Buy


09/28/22

UOB Kay Hian

A-Reit

2.7

3.21

Buy


10/03/22

UOB Kay Hian

A-Reit

2.69

3.7

Buy

DDM

10/07/22

Kim Eng

A-Reit

2.69

3.5

Buy

DDM

10/26/22

DMG & Partners

A-Reit

2.51

3.6

Buy


11/01/22

DBS Vickers

A-Reit

2.62

3.4

Buy


11/01/22

CIMB

A-Reit

2.62

2.98

Add

DDM

11/01/22

DMG & Partners

A-Reit

2.62

3.15

Buy

DDM

11/01/22

Lim & Tan

A-Reit

2.62

3.12

Buy


11/28/22

CLSA

A-Reit

2.71

3.2

Buy

Up from $2.90

Yoma - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

08/25/21

Phillip

Yoma

0.129

0.12

Neutral

PB0.45x

Yanlord - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

08/20/21

OCBC

Yanlord

1.19

1.2

Hold


01/07/22

DBS Vickers

Yanlord

1.14

1.25

Hold

PER4.4x

01/24/22

OCBC

Yanlord

1.14

1.16

Hold


03/03/22

DBS Vickers

Yanlord

1.2

1.43

Buy

PER4.9x FY22

03/07/22

OCBC

Yanlord

1.2

1.44

Buy


06/09/22

OCBC

Yanlord

1.08

1.37

Buy


09/20/22

DBS Vickers

Yanlord

1.04

1.43

Buy


Stock calls for 5 December 2022

Date

Analyst

Company

Last

Target

Call

Valuation

12/05/22

Phillip

BRC Asia

1.83

2.3

Buy

PER7x FY22

12/05/22

DMG & Partners

Frasers Centrepoint Trust

2.01

2.09

Neutral

DDM

12/05/22

DBS Vickers

Union Gas

0.46

0.48

Hold

PER24x FY23

12/05/22

CIMB

SATS

2.67

3.17

Add


12/05/22

phillip

SGX

9.13

11.71

Buy


12/05/22

Phillip

Thai Beverage

0.64

0.8

Buy

PER18x F23

Sunday, December 4, 2022

US ISM PMI is having a downtrend for 2022.

From this table, we could tell that the November PMI was being supported by new export orders but the overall new orders still declined.  This meant that the local consumer demand had deteriorated significantly due to the high inflation.  Many of the subcomponents of the PMI index had continued to worsen.  Thus, the ISM PMI will continue to fall unless there is a reversal in consumer spending which won't happen soon.

ISM PMI line chart 2022

Baltic dry index - 1324

Related stock: Sembcorp Marine, Cosco & Pan ocean.

US rig count (weekly) - 784


Related stock: Sembcorp Marine & Cosco.

Saturday, December 3, 2022

This chart tells you why the world needs china more than the US.

The world bank had stated recently that China contributed 38.6% per se to world economic growth compared to 25.7% by G7.

The US only contributed 18.6% despite being the largest economy in the world? Why?

This is because the US has been adopting coercive economic policies which are detrimental to world growth.  The recent example was the US chips act which prevented western chips companies from dealing with China.

As the US continues to isolate itself, China will continue to boost worldwide economic growth and make more countries dependent on China.

Friday, December 2, 2022

Is co-exist policy or zero covid policy better? The truth is out! - Part 2.

Harvard economist had tabulated the total economic cost of long covid.  This is an underestimated calculation because there are about 100m cases now in the US.

https://sg-stock.blogspot.com/2022/10/is-co-exist-policy-or-zero-covid-policy.html

Recent economic updates.

 The September dot plot showed that the Fed would hike its rate by 50bp.


The MLIV survey showed that stagflation was the major concern in 2023 for investors.

Yangzijiang Financial - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

06/07/22

CIMB

Yangzijiang Financial

0.54

0.74

Add

PER9x & PB0.6x FY23

06/09/22

UOB Kay Hian

Yangzijiang Financial

0.525

0.91

Not Rated

PB0.84x

06/09/22

Lim & Tan

Yangzijiang Financial

0.525

0.74

Buy


07/13/22

Lim & Tan

Yangzijiang Financial

0.42

0.74

Buy


08/15/22

CIMB

Yangzijiang Financial

0.39

0.74

Add


11/23/22

Lim & Tan

Yangzijiang Financial

0.34

0.74

Buy