Koufu - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
01/06/21	DBS Vickers	Koufu	0.685	0.77	Buy
02/25/21	UOB Kay Hian	Koufu	0.665	0.77	Buy
02/25/21	DBS Vickers	Koufu	0.665	0.77	Buy	PER17x FY21
03/01/21	Phillip	Koufu	0.66	0.68	Accumulate	PER18.5x FY21, Cut from $0.77
03/01/21	CIMB	Koufu	0.66	0.94	Add
03/15/21	UOB Kay Hian	Koufu	0.665	0.77	Buy
05/18/21	DBS Vickers	Koufu	0.63	0.77	Buy	PER17x FY21
05/24/21	Phillip	Koufu	0.63	0.64	Neutral	PER18.5x FY21
06/07/21	CIMB	Koufu	0.655	0.71	Hold	PER17x FY22
08/11/21	Lim & Tan	Koufu	0.65	0	Hold
08/12/21	UOB Kay Hian	Koufu	0.67	0.77	Buy
08/13/21	CIMB	Koufu	0.675	0.8	Add
08/13/21	SAC Capital	Koufu	0.675	0.775	Buy	DCF, PER15.8x FY22
09/06/21	Phillip	Koufu	0.65	0.64	Neutral	PER18.5x FY21
09/06/21	SAC Capital	Koufu	0.65	0.775	Buy	DCF, PER15.8x FY22
09/28/21	CIMB	Koufu	0.635	0.8	Add
10/12/21	Kim Eng	Koufu	0.645	0.78	Buy	PER18x FY22
10/14/21	UOB Kay Hian	Koufu	0.66	0.77	Buy
11/26/21	Lim & Tan	Koufu	0.69	0.73	Hold
12/01/21	DBS Vickers	Koufu	0.665	0.78	Buy
12/14/21	UOB Kay Hian	Koufu	0.67	0.77	Buy	PER17x FY22
12/30/21	Lim & Tan	Koufu	0.665	0.77	Accept Offer	Offer $0.77

Koda - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
07/23/21	Phillip	Koda	0.8	1.32	Buy	PER7x FY21, Ex-cash
07/30/21	SAC Capital	Koda	0.86	1.02	Hold
08/30/21	Phillip	Koda	0.805	1.1	Buy	PER7x FY22, Ex-cash

Kimly - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
01/19/21	DMG & Partners	Kimly	0.335	0.39	Buy
05/14/21	DMG & Partners	Kimly	0.345	0.42	Buy
06/21/21	CIMB	Kimly	0.38	0.46	Add	PER16.8x FY22
06/30/21	DMG & Partners	Kimly	0.4	0.48	Buy
09/28/21	CIMB	Kimly	0.38	0.46	Add
11/18/21	DBS Vickers	Kimly	0.375	0.5	Buy	PER15x FY22
11/18/21	DMG & Partners	Kimly	0.375	0.42	Buy
12/01/21	DBS Vickers	Kimly	0.415	0.5	Buy
12/15/21	UOB Kay Hian	Kimly	0.41	0.41	Hold	PER16x FY22
01/04/22	CIMB	Kimly	0.405	0.56	Add	K

Stock calls for 4 January 2022

Date	Analyst	Company	Last	Target	Call	Valuation
01/04/22	UOB Kay Hian	CDL Hospitality	1.2	1.42	Buy	DDM
01/04/22	Lim & Tan	Golden Energy	0.295	0.42	Buy
01/04/22	CIMB	Kimly	0.405	0.56	Add
01/04/22	Lim & Tan	Stamford Land	0.365	0	Subscribe rights	Rights @ $0.34
01/04/22	DMG & Partners	Venture	18.45	20.9	Buy

Sinovac shot gives no shield for Omicron? - Part 4

https://www.theguardian.com/australia-news/2022/jan/04/t-cells-can-fight-omicron-when-antibodies-fail-to-australian-researchers-say 

Aussie researchers have just stated that T-cell can fight omicron!

This is a piece of good news for Sinovac because it triggers T-cell activation against omicron.

http://sg-stock.blogspot.com/2022/01/sinovac-shot-gives-no-shield-for.html

China PMI had improved again in December 2021.

https://sg.finance.yahoo.com/news/chinse-manufacturing-grows-unexpectedly-faster-234236539.html

China PMI increased to 50.3 in December 2021.  The Chinese manufacturing continued to grow as we had projected but many analysts had expected China PMI to decline because of the upcoming winter Olympics as manufacturing was restricted to reduce air pollution.  We had our own rationale for our optimism which we had stated below and we were proven right again.

http://sg-stock.blogspot.com/2021/11/the-world-economic-conditions-have_30.html

"We continue to have our optimism as the manufacturing sector has to meet consumer demands for the upcoming CNY festival."

Sinovac shot gives no shield for Omicron? - Part 3

https://www.theedgemarkets.com/article/sinovac-booster-dose-can-activate-cellular-immunity-against-omicron-variant

The latest research showed that the Sinovac booster could trigger T-cell activation which is able to recognize and destroy omicron.  T-Cell is a long-term memory immunity cell that is better than neutralizing antibodies.  Neutralizing antibodies' task is to bind themselves to the virus to block or prevent virus multiplication.  As for B cells, they're capable to destroy infected cells in our bodies.  In a nutshell, T-cell is more important than antibodies but many types of research just focus on the number of antibodies instead of T-cell.

The latest vaccine update is Astrazeneca has no effect on symptomatic omicron.

https://news.sky.com/story/covid-19-more-than-two-million-in-uk-had-coronavirus-in-week-before-christmas-ons-estimate-12506773