Stock calls for 30 August 2021

Date	Analyst	Code	Company	Last	Target	Call	Percent	Valuation
08/30/21	DBS Vickers	BMGU	BHG Retail	0.58	0.57	Hold	-1.72
08/30/21	Phillip	BEC	BRC Asia	1.52	1.79	Buy	17.76	PER11x FY22
08/30/21	DMG & Partners	G92	China Aviation Oil	0.965	1.15	Buy	19.17
08/30/21	CIMB	C52	Comfortdelgro	1.63	1.8	Add	10.43	PER16.8x FY22
08/30/21	DMG & Partners	C52	Comfortdelgro	1.63	2.03	Buy	24.54	PER18x FY22
08/30/21	Amfrasers	RE4	Geo Energy	0.23	0.42	outperform	82.61	DCF
08/30/21	DBS Vickers	AJBU	Keppel DC Reit	2.51	3	Buy	19.52
08/30/21	DBS Vickers	K71U	Keppel Reit	1.08	1.4	Buy	29.63
08/30/21	Phillip	BJZ	Koda	0.805	1.1	Buy	36.65	PER7x FY22, Ex-cash
08/30/21	phillip	CJLU	Netlink	0.97	1.03	Accumulate	6.19	DCF
08/30/21	CIMB	5CP	Silverlake	0.26	0.37	Add	42.31

Baltic dry index - 4235

 

Related stock: Sembcorp Marine, Cosco & Pan ocean.

US rig count (weekly) - 508

Related stock: Sembcorp Marine & Cosco

APAC Realty - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
11/16/20	DBS Vickers	APAC Realty	0.38	0.53	Buy	PER12.4x FY21
11/23/20	DMG & Partners	APAC Realty	0.425	0.55	Buy	DCF
12/18/20	UOB Kay Hian	APAC Realty	0.435	0.41	Hold	Buy @ $0.37
02/24/21	DMG & Partners	APAC Realty	0.425	0.55	Buy	DCF
02/25/21	DBS Vickers	APAC Realty	0.44	0.61	Buy	PER11.4x FY21
02/25/21	CIMB	APAC Realty	0.44	0.675	Add	DCF
04/22/21	DBS Vickers	APAC Realty	0.51	0.61	Buy
05/14/21	CIMB	APAC Realty	0.49	0.865	Add
05/14/21	DBS Vickers	APAC Realty	0.49	0.74	Buy	PER10x FY21
05/14/21	DMG & Partners	APAC Realty	0.49	0.7	Buy
08/13/21	DBS Vickers	APAC Realty	0.815	1.05	Buy	PER14x FY21
08/13/21	CIMB	APAC Realty	0.815	0.94	Add
08/16/21	CIMB	APAC Realty	0.89	0.96	Add
08/18/21	DMG & Partners	APAC Realty	0.93	0.88	Neutral	PER13x

Amara - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/11/21	Lim & Tan	Amara	0.37	0	Accumulate

AIMS AMP Cap Ind Reit - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
10/27/20	Lim & Tan	AIMS AMP Cap Ind Reit	1.21	0	Accumulate
10/28/20	Kim Eng	AIMS AMP Cap Ind Reit	1.21	1.5	Buy	DDM
12/08/20	Amfrasers	AIMS AMP Cap Ind Reit	1.19	1.35	Outperform	DDM
01/04/21	DBS Vickers	AIMS AMP Cap Ind Reit	1.25	1.4	Buy
01/28/21	Lim & Tan	AIMS AMP Cap Ind Reit	1.29	0	Accumulate
02/05/21	DBS Vickers	AIMS AMP Cap Ind Reit	1.28	1.5	Buy	DCF, PB1.11x
04/08/21	DMG & Partners	AIMS AMP Cap Ind Reit	1.32	1.55	Buy
05/06/21	DBS Vickers	AIMS AMP Cap Ind Reit	1.39	1.6	Buy	DCF, PB1.18x
05/06/21	DMG & Partners	AIMS AMP Cap Ind Reit	1.39	1.58	Buy
05/06/21	Soochow	AIMS AMP Cap Ind Reit	1.39	1.6	Buy
05/07/21	Kim Eng	AIMS AMP Cap Ind Reit	1.41	1.6	Buy	DDM
06/09/21	DBS Vickers	AIMS AMP Cap Ind Reit	1.43	1.6	Buy	DCF
07/09/21	DMG & Partners	AIMS AMP Cap Ind Reit	1.53	1.7	Buy
08/02/21	DBS Vickers	AIMS AMP Cap Ind Reit	1.58	1.6	Hold	DCF