Date | Analyst | Company | Last | Target | Call | Valuation |
11/26/20 | UOB Kay Hian | Nanofilm | 3.1 | 4.07 | Buy | PEG |
12/10/20 | UOB Kay Hian | Nanofilm | 3.53 | 4.52 | Buy | PER38.7x FY21 |
12/14/20 | CIMB | Nanofilm | 3.9 | 5.52 | Add | PER35.3x FY22 |
Wednesday, February 3, 2021
Nanofilm - Stock calls
Stock calls for 3 February 2021
Date | Analyst | Company | Last | Target | Call | Valuation |
02/03/21 | UOB Kay Hian | A-Reit | 3.1 | 3.68 | Buy | |
02/03/21 | DBS Vickers | A-Reit | 3.1 | 4 | Buy | |
02/03/21 | Kim Eng | A-Reit | 3.1 | 4 | Buy | DCF |
02/03/21 | DMG & Partners | A-Reit | 3.1 | 3.15 | Neutral | Up from $3 |
02/03/21 | CIMB | A-Reit | 3.1 | 3.25 | Add | DDM |
02/03/21 | Lim & Tan | A-Reit | 3.1 | 0 | Accumulate | |
02/03/21 | DBS Vickers | AEM | 4.35 | 5.16 | Buy | |
02/03/21 | OCBC | CapitaRetail China | 1.37 | 1.58 | Buy | |
02/03/21 | OCBC | CDL Hospitality | 1.24 | 1.4 | Buy | |
02/03/21 | Amfrasers | China Sunsine | 0.48 | 0.53 | Outperform | |
02/03/21 | CIMB | Elite ComReit | 0.67 | 0.79 | Add | DDM |
02/03/21 | DBS Vickers | First Resources | 1.59 | 1.83 | Buy | DCF |
02/03/21 | Jefferies | Ifast Corp | 6.78 | 7.8 | Buy | |
02/03/21 | Amfrasers | Jiutian | 0.104 | 0.155 | Not Rated | |
02/03/21 | DMG & Partners | Keppel Pacific | 0.735 | 0.84 | Buy | |
02/03/21 | OCBC | Mapletree North Asia | 0.99 | 1.06 | Buy | |
02/03/21 | CIMB | OUE Commercial | 0.4 | 0.415 | Hold | DDM |
02/03/21 | DBS Vickers | Riverstone | 1.52 | 1.85 | Buy | |
02/03/21 | DBS Vickers | Sheng Siong | 1.61 | 1.9 | Buy |
Vaccines prevent illness but maybe not infection.
https://sg.news.yahoo.com/test-positive-being-vaccinated-why-200643383.html
Medical experts are starting to change their tunes now after some people get infected after vaccinations.
Like I said previously below, the main purpose of vaccination is not to overwhelm the healthcare system.
http://sg-stock.blogspot.com/2021/01/pfizers-vaccine-wont-protect-you-from.html
Tuesday, February 2, 2021
ISM PMI declined to 58.7 in January 2021.
The prices increased further by 4.5 to 82.1 because of the rising higher freight costs (about $6000 per container). This also impacted the supplier’s deliveries by +0.5 to 68.2 as a higher number indicated slower deliveries.
http://sg-stock.blogspot.com/2021/01/the-us-inflation-is-coming-part-5.html
The producers failed to ramp up their production (60.7, -4) further because of the longer deliveries time but employment increased (52.6, +0.9) to prepare for a rebound in the customers’ inventories (33.1, -4.8) which was too low because the inventories continued to be depleted. However, the new order (61.1, -6.4) declined due to lower export and local orders. This could be seen in the monthly US retail sales figure below.
All these resulted in the PMI decreasing to 58.7 (-1.8). This means that the US economy will still continue to improve unless there is another major lockdown due to the new covid variant.
Moya Asia - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/09/20 | DMG & Partners | Moya Asia | 0.08 | 0.093 | Buy | DCF |
03/02/20 | DMG & Partners | Moya Asia | 0.073 | 0.082 | Buy | DCF |
MM2 Asia - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/25/20 | DBS Vickers | MM2 Asia | 0.124 | 0.107 | Fully Valued | |
06/02/20 | DBS Vickers | MM2 Asia | 0.175 | 0.14 | Fully Valued | Sum of parts, PER6x FY21 |
11/16/20 | DBS Vickers | MM2 Asia | 0.17 | 0.13 | Fully Valued | Sum of parts, PER10x FY22 |
Mindchamps - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/02/20 | DMG & Partners | Mindchamps | 0.395 | 0.37 | Neutral | DCF |
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