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Tuesday, January 23, 2018

Stock calls for 23 January 2018


Date Analyst Company Last Target Call Valuation
01/23/18 phillip First Reit 1.42 1.32 Neutral DDM
01/23/18 OCBC Frasers Commercial Trust 1.55 1.51 Hold
01/23/18 DMG & Partners Frasers Commercial Trust 1.55 1.55 Neutral
01/23/18 DBS Vickers Keppel Corp 8.29 10.3 Buy Sum of parts, PB1.3x FY18
01/23/18 OCBC Keppel DC Reit 1.47 1.51 Hold
01/23/18 Lim & Tan Keppel DC Reit 1.47 0 Hold
01/23/18 CIMB Keppel DC Reit 1.47 1.44 Hold
01/23/18 DBS Vickers Keppel DC Reit 1.47 1.6 Buy DCF
01/23/18 UOB Kay Hian Keppel Infrastructure 0.585 0.61 Buy
01/23/18 UOB Kay Hian Mapletree Logistics 1.35 1.41 Hold DDM
01/23/18 OCBC Mapletree Logistics 1.35 1.35 Buy
01/23/18 DBS Vickers Mermaid Maritime 0.155 0.14 Hold
01/23/18 DBS Vickers PACC Offshore 0.43 0.51 Buy PB1x
01/23/18 DBS Vickers Sembcorp Industries 3.38 4.5 Buy Sum of parts (10% discount), PB1.1x
01/23/18 UBS Sembcorp Marine 2.39 3.06 Buy
01/23/18 DBS Vickers Sembcorp Marine 2.39 3.1 Buy PB2.4x FY18
01/23/18 Nomura Thai Beverage 0.92 1.13 Buy
01/23/18 DBS Vickers Thai Beverage 0.92 1.07 Buy
01/23/18 CIMB Thai Beverage 0.92 1 Hold

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