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Sunday, July 31, 2022

The truth behind Sri Lanka's debts.

 

Here are the top 5 creditors of Sri Lanka:

1. International market borrowings (47%) - Issued in USD.

2. Asian Development Bank (13%) - Headed by Japan.

3. China (10%)

4. Japan (10%)

5. World Bank (9%) - Headed by the US.

It is very obvious that the US and Japan created the debt trap in Sri Lanka.  Therefore, the US and Japan must take a heavy hairline cut to help Sri Lanka.

Baltic dry index - 1895


Related stock: Sembcorp Marine, Cosco & Pan ocean.

Is the BDI showing demand destruction (Recession)???

US rig count (weekly) - 767

 
Related stock: Sembcorp Marine & Cosco.

Saturday, July 30, 2022

Raffles Medical - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

06/07/21

DBS Vickers

Raffles Medical

1.13

1.4

Buy

Sum of parts

06/11/21

UOB Kay Hian

Raffles Medical

1.14

1.27

Buy

DCF

07/09/21

DMG & Partners

Raffles Medical

1.17

1.35

Buy


07/13/21

CIMB

Raffles Medical

1.22

1.4

Add

Sum of parts

07/23/21

DBS Vickers

Raffles Medical

1.32

1.48

Buy

Sum of parts

07/27/21

CIMB

Raffles Medical

1.32

1.44

Hold


07/27/21

DMG & Partners

Raffles Medical

1.32

1.45

Buy

PER38x FY22

07/27/21

UOB Kay Hian

Raffles Medical

1.32

1.43

Buy

DCF

07/29/21

Kim Eng

Raffles Medical

1.34

1.58

Buy

DCF

07/29/21

phillip

Raffles Medical

1.34

1.35

Neutral

DCF

09/21/21

DMG & Partners

Raffles Medical

1.39

1.45

Buy


10/11/21

DMG & Partners

Raffles Medical

1.48

1.65

Buy

PER39x FY22

10/14/21

DBS Vickers

Raffles Medical

1.53

1.81

Buy

Sum of parts

10/14/21

Kim Eng

Raffles Medical

1.53

1.68

Buy

DCF

11/04/21

DMG & Partners

Raffles Medical

1.37

1.65

Buy

DCF

11/19/21

OCBC

Raffles Medical

1.39

1.65

Buy


12/13/21

UOB Kay Hian

Raffles Medical

1.33

1.66

Buy


02/22/22

DBS Vickers

Raffles Medical

1.3

1.63

Buy

PER40x FY22

02/22/22

Kim Eng

Raffles Medical

1.3

1.5

Buy

DCF

02/22/22

UOB Kay Hian

Raffles Medical

1.3

1.31

Hold

DCF

02/23/22

DMG & Partners

Raffles Medical

1.23

1.55

Buy

PER40x FY22

02/23/22

OCBC

Raffles Medical

1.23

1.65

Buy


02/23/22

phillip

Raffles Medical

1.23

1.27

Neutral

DCF

02/24/22

CIMB

Raffles Medical

1.21

1.33

Hold


03/03/22

Lim & Tan

Raffles Medical

1.16

1.42

Accumulate


03/30/22

UOB Kay Hian

Raffles Medical

1.17

1.34

Hold


06/20/22

DMG & Partners

Raffles Medical

1.12

1.5

Buy

DCF

07/12/22

CIMB

Raffles Medical

1.11

1.27

Add


07/25/22

DMG & Partners

Raffles Medical

1.12

1.5

Buy

DCF

Q&M - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

06/09/21

Lim & Tan

Q&M

0.67

0.88

Buy


06/11/21

Amfrasers

Q&M

0.675

0.91

Outperform


06/29/21

UOB Kay Hian

Q&M

0.76

0.94

Buy

PER20x FY22

07/06/21

phillip

Q&M

0.83

1

Buy


07/27/21

DBS Vickers

Q&M

0.805

1

Buy

Sum of parts

08/16/21

CIMB

Q&M

0.855

0.97

Add


08/17/21

DBS Vickers

Q&M

0.815

1

Buy

Sum of parts

08/18/21

Kim Eng

Q&M

0.805

1.03

Buy

PER22x FY22

08/19/21

Lim & Tan

Q&M

0.81

1

Buy


08/23/21

phillip

Q&M

0.775

0.98

Buy

PER25x FY22

09/15/21

Kim Eng

Q&M

0.57

0.85

Buy

PER22x FY22

09/16/21

CIMB

Q&M

0.58

0.89

Add

PER22x FY22

10/05/21

Lim & Tan

Q&M

0.565

0.85

Buy


10/11/21

CIMB

Q&M

0.61

0.89

Add


10/14/21

Kim Eng

Q&M

0.575

0.85

Buy


11/11/21

DBS Vickers

Q&M

0.56

1

Buy


11/12/21

CIMB

Q&M

0.575

0.835

Add


11/18/21

Kim Eng

Q&M

0.595

0.78

Buy

PER22x FY22

11/19/21

phillip

Q&M

0.595

0.82

Buy

PER25x FY22

11/26/21

DBS Vickers

Q&M

0.605

0.8

Buy

Sum of parts

12/01/21

UOB Kay Hian

Q&M

0.65

0.78

Buy


12/08/21

Lim & Tan

Q&M

0.62

0

Buy


01/07/22

phillip

Q&M

0.615

0.82

Buy


01/17/22

Lim & Tan

Q&M

0.61

0.8

Buy


01/24/22

UOB Kay Hian

Q&M

0.605

0.78

Buy


02/11/22

CIMB

Q&M

0.565

0.785

Add

PER22x FY23

02/23/22

DBS Vickers

Q&M

0.57

0.8

Buy


02/25/22

DBS Vickers

Q&M

0.53

0.72

Buy


04/14/22

Lim & Tan

Q&M

0.525

0.74

Accumulate


05/12/22

DBS Vickers

Q&M

0.495

0.72

Buy


05/12/22

CIMB

Q&M

0.495

0.73

Add


05/12/22

Lim & Tan

Q&M

0.495

0.72

Hold


05/23/22

phillip

Q&M

0.5

0.71

Buy

PER25x FY22