Date | Analyst | Company | Last | Target | Call | Valuation |
01/17/22 | DBS Vickers | UMS | 1.44 | 1.8 | Buy | |
02/03/22 | Kim Eng | UMS | 1.2 | 1.71 | Buy | |
02/09/22 | UOB Kay Hian | UMS | 1.21 | 1.8 | Buy | PER15.5x FY22 |
03/01/22 | DBS Vickers | UMS | 1.2 | 1.8 | Buy | |
03/02/22 | Lim & Tan | UMS | 1.23 | 1.77 | Buy | |
03/03/22 | DBS Vickers | UMS | 1.21 | 1.7 | Buy | PER17x FY22 |
03/04/22 | Kim Eng | UMS | 1.21 | 1.42 | Buy | |
04/04/22 | SAC Capital | UMS | 1.21 | 1.39 | Hold | Cut from $1.8 |
04/28/22 | UOB Kay Hian | UMS | 1.18 | 1.45 | Buy | PER15.4x FY22 |
05/11/22 | DBS Vickers | UMS | 1.14 | 1.7 | Buy | |
05/11/22 | Lim & Tan | UMS | 1.14 | 1.52 | Buy | |
05/12/22 | Kim Eng | UMS | 1.22 | 1.5 | Buy | PER14x FY22 |
05/13/22 | CIMB | UMS | 1.16 | 1.63 | Add | PER14.45x FY23 |
05/26/22 | UOB Kay Hian | UMS | 1.14 | 1.45 | Buy | PER15.4x FY22 |
06/03/22 | SAC Capital | UMS | 1.17 | 1.55 | Buy | |
06/30/22 | DBS Vickers | UMS | 1.12 | 1.7 | Buy | |
07/26/22 | DBS Vickers | UMS | 1.16 | 1.7 | Buy | |
08/15/22 | DBS Vickers | UMS | 1.21 | 1.7 | Buy | |
08/15/22 | CIMB | UMS | 1.21 | 1.63 | Add | |
08/16/22 | UOB Kay Hian | UMS | 1.24 | 1.4 | Buy | PER11x FY23 |
08/16/22 | DBS Vickers | UMS | 1.24 | 1.83 | Buy | PER15x FY22 |
08/23/22 | CIMB | UMS | 1.26 | 2.03 | Add | PER14.45x FY23 |
08/23/22 | SAC Capital | UMS | 1.26 | 1.75 | Buy | |
09/15/22 | DBS Vickers | UMS | 1.3 | 1.83 | Buy | |
09/15/22 | CIMB | UMS | 1.3 | 2.17 | Add | PER15x FY23 |
10/13/22 | Kim Eng | UMS | 1.17 | 1.2 | Hold | PER8.5x |
10/14/22 | DBS Vickers | UMS | 1.09 | 1.14 | Hold | PER9x FY23 |
10/14/22 | CIMB | UMS | 1.09 | 1.37 | Add | |
10/17/22 | UOB Kay Hian | UMS | 1.01 | 1.07 | Hold | PER8.5x FY23 |
11/14/22 | UOB Kay Hian | UMS | 1.07 | 1.38 | Buy | PER8.5x FY23 |
11/14/22 | DBS Vickers | UMS | 1.07 | 1.14 | Hold | PER9x FY23 |
11/14/22 | Kim Eng | UMS | 1.07 | 1.34 | Buy | PER8x FY23 |
11/14/22 | Lim & Tan | UMS | 1.07 | 1.2 | Buy | |
11/15/22 | DBS Vickers | UMS | 1.16 | 1.42 | Buy | PER9x FY23 |
01/04/23 | UOB Kay Hian | UMS | 1.21 | 1.38 | Buy | PER8.5x FY23 |
01/09/23 | Kim Eng | UMS | 1.23 | 1.34 | Buy | |
02/07/23 | UOB Kay Hian | UMS | 1.3 | 1.32 | Hold | PER9.6x FY23 |
02/07/23 | Kim Eng | UMS | 1.3 | 1.33 | Hold | |
02/17/23 | DBS Vickers | UMS | 1.16 | 1.74 | Buy | PER11x FY23 |
Monday, February 27, 2023
UMS - Stock calls
UG Healthcare - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/15/22 | DMG & Partners | UG Healthcare | 0.27 | 0.29 | Neutral | |
02/15/22 | Phillip | UG Healthcare | 0.27 | 0.32 | Buy | PER5x FY22 |
02/17/22 | CIMB | UG Healthcare | 0.27 | 0.42 | Add | |
05/19/22 | Phillip | UG Healthcare | 0.22 | 0.32 | Buy | |
05/23/22 | CIMB | UG Healthcare | 0.22 | 0.42 | Add | PER11.2x CY23 |
08/31/22 | Phillip | UG Healthcare | 0.215 | 0.2 | Neutral | |
08/31/22 | CIMB | UG Healthcare | 0.215 | 0.35 | Add | PER9.6x CY23 |
Stock calls for 27 February 2023
Date | Analyst | Company | Last | Target | Call | Valuation |
02/27/23 | DBS Vickers | AEM | 3.38 | 2 | Sell | PER9x FY23 |
02/27/23 | Phillip | Capitaland Investment | 3.88 | 4.12 | Accumulate | Sum of parts |
02/27/23 | CIMB | City Developments | 7.83 | 8.97 | Add | |
02/27/23 | Citi Research | City Developments | 7.83 | 10.29 | Buy | |
02/27/23 | phillip | Comfortdelgro | 1.2 | 1.63 | Buy | DCF |
02/27/23 | DBS Vickers | Comfortdelgro | 1.2 | 1.66 | Buy | PB1.25x & EV/Ebitda5x |
02/27/23 | DMG & Partners | Comfortdelgro | 1.2 | 1.4 | Buy | DCF |
02/27/23 | Kim Eng | Comfortdelgro | 1.2 | 1.45 | Buy | |
02/27/23 | OCBC | Comfortdelgro | 1.2 | 1.43 | Buy | |
02/27/23 | Lim & Tan | Comfortdelgro | 1.2 | 1.54 | Accumulate | |
02/27/23 | DBS Vickers | Cromwell EUR | 1.7 | 2.1 | Buy | DCF |
02/27/23 | DMG & Partners | Cromwell EUR | 1.7 | 2.15 | Buy | DDM |
02/27/23 | Phillip | HRnetGroup | 0.81 | 0.98 | Buy | PER12x FY23 Ex-cash |
02/27/23 | UOB Kay Hian | OCBC | 12.67 | 18.25 | Buy | GGM, PB1.5x FY23 |
02/27/23 | phillip | OCBC | 12.67 | 14.96 | Buy | GGM, PB1.29x FY22 |
02/27/23 | DBS Vickers | OCBC | 12.67 | 14 | Buy | GGM, PB1.1x FY23 |
02/27/23 | DBS Vickers | Raffles Medical | 1.47 | 1.64 | Buy | |
02/27/23 | UOB Kay Hian | ST Engineering | 3.56 | 4 | Buy | DCF |
02/27/23 | DMG & Partners | ST Engineering | 3.56 | 4.1 | Buy | Sum of parts |
02/27/23 | UOB Kay Hian | Venture | 18.17 | 20.2 | Buy | PER15.5x FY23 |
02/27/23 | Phillip | Venture | 18.17 | 19.7 | Accumulate | PER16x FY23 |
02/27/23 | DBS Vickers | Venture | 18.17 | 20.1 | Buy | PER15x FY23/24 |
02/27/23 | DMG & Partners | Venture | 18.17 | 22 | Buy | PER16x FY22 |
02/27/23 | Lim & Tan | Venture | 18.17 | 0 | Accumulate | |
02/27/23 | CIMB | Yangzijiang | 1.32 | 1.66 | Add |
Sunday, February 26, 2023
What will the US do to halt its persistent high inflation?
The latest PCE inflation (below) revered its decline path and caused the stock market to fall heavily.
What will the US do to bring down the sky-high inflation? Well, the Fed may need to hike its rate much higher than expected to cool the prices.
Saturday, February 25, 2023
EU and US GDP growth had slowed down in Q4 2022.
Germany GDP (Q4 2022) growth: -0.4%
Tuan Sing - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/05/22 | DBS Vickers | Tuan Sing | 0.455 | 0.66 | Buy | Sum of parts |
02/28/22 | DBS Vickers | Tuan Sing | 0.45 | 0.63 | Buy | Sum of parts |
08/22/22 | Lim & Tan | Tuan Sing | 0.36 | 0 | Accept offer |