Sembcorp Marine - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
06/08/21	Lim & Tan	Sembcorp Marine	0.2	0	Hold
06/25/21	OCBC	Sembcorp Marine	0.191	0.09	Sell	PB0.8x
06/25/21	UOB Kay Hian	Sembcorp Marine	0.191	0.18	Hold
06/29/21	CIMB	Sembcorp Marine	0.133	0.226	Hold
06/29/21	UOB Kay Hian	Sembcorp Marine	0.133	0.124	Hold	Ex-Rights
07/30/21	CIMB	Sembcorp Marine	0.108	0.093	Hold
07/30/21	UOB Kay Hian	Sembcorp Marine	0.108	0.124	Hold	PB0.51x
09/06/21	UOB Kay Hian	Sembcorp Marine	0.086	0.11	Buy	PB0.75x
09/23/21	CIMB	Sembcorp Marine	0.083	0.093	Hold	PB0.7x CY21
09/23/21	DBS Vickers	Sembcorp Marine	0.083	0.095	Hold
10/20/21	DBS Vickers	Sembcorp Marine	0.081	0.1	Hold	PB0.7x
10/20/21	Lim & Tan	Sembcorp Marine	0.081	0	Do not accept
11/12/21	DBS Vickers	Sembcorp Marine	0.082	0.08	Hold
11/12/21	UOB Kay Hian	Sembcorp Marine	0.082	0.11	Buy
12/06/21	UOB Kay Hian	Sembcorp Marine	0.083	0.11	Buy	PB0.74x FY22
01/26/22	UOB Kay Hian	Sembcorp Marine	0.083	0.11	Buy
02/28/22	DBS Vickers	Sembcorp Marine	0.085	0.09	Hold	PB0.7x FY22
02/28/22	UOB Kay Hian	Sembcorp Marine	0.085	0.11	Buy	PB0.88x FY22
03/08/22	CIMB	Sembcorp Marine	0.096	0.09	Hold	PB0.8x FY22
03/14/22	UOB Kay Hian	Sembcorp Marine	0.091	0.11	Buy	PB0.88x FY22
03/16/22	Lim & Tan	Sembcorp Marine	0.086	0.091	Buy
03/23/22	DBS Vickers	Sembcorp Marine	0.093	0.09	Hold
04/14/22	UOB Kay Hian	Sembcorp Marine	0.116	0.13	Buy	PB1x FY22/23
04/28/22	CIMB	Sembcorp Marine	0.131	0.09	Hold
04/28/22	Lim & Tan	Sembcorp Marine	0.131	0	Neutral
04/28/22	UOB Kay Hian	Sembcorp Marine	0.131	0.156	Buy	PB1x FY22/23
04/29/22	OCBC	Sembcorp Marine	0.108	0.11	Sell
05/19/22	UOB Kay Hian	Sembcorp Marine	0.098	0.156	Buy
06/14/22	CIMB	Sembcorp Marine	0.114	0.09	Hold
06/22/22	UOB Kay Hian	Sembcorp Marine	0.111	0.156	Buy
07/04/22	Lim & Tan	Sembcorp Marine	0.107	0.098	Hold

Stock calls for 5 August 2022

Date	Analyst	Company	Last	Target	Call	Valuation
08/05/22	Kim Eng	A-Reit	3.02	3.5	Buy
08/05/22	OCBC	A-Reit	3.02	3.34	Buy
08/05/22	DBS Vickers	ARA Hospitality	0.47	0.7	Buy
08/05/22	DBS Vickers	ART	1.17	1.4	Buy
08/05/22	Phillip	BRC Asia	1.7	2.26	Buy	PER8x FY22
08/05/22	DBS Vickers	CSE Global	0.47	0.59	Buy
08/05/22	UOB Kay Hian	DBS	32.41	43.6	Buy	GGM, PB1.86x FY23
08/05/22	phillip	DBS	32.41	41.6	Buy	GGM
08/05/22	DMG & Partners	DBS	32.41	37.6	Buy	GGM, PB1.57x FY23
08/05/22	DBS Vickers	Far East Hospitality	0.64	0.78	Buy
08/05/22	Phillip	First Sponsor	1.27	1.39	Accumulate	Sum of parts
08/05/22	DBS Vickers	Manulife US Reit	0.595	0.7	Buy
08/05/22	CIMB	Manulife US Reit	0.595	0.78	Buy	DDM
08/05/22	DMG & Partners	Manulife US Reit	0.595	0.78	Buy	DDM
08/05/22	Kim Eng	Manulife US Reit	0.595	0.85	Buy
08/05/22	phillip	OCBC	12.21	14.22	Buy
08/05/22	CIMB	PanUnited	0.45	0.57	Add
08/05/22	Kim Eng	Prime US Reit	0.735	1.05	Buy	DDM
08/05/22	Lim & Tan	Sembcorp Industries	3.01	3.3	Neutral
08/05/22	UOB Kay Hian	Starhub	1.26	1.3	Hold	DCF
08/05/22	DBS Vickers	Starhub	1.26	1.31	Hold
08/05/22	DMG & Partners	Starhub	1.26	1.2	Neutral	DCF
08/05/22	UOB Kay Hian	Wilmar	4.13	5.5	Buy	Sum of parts
08/05/22	DBS Vickers	Wilmar	4.13	6.67	Buy
08/05/22	Lim & Tan	Wilmar	4.13	5.71	Buy
08/05/22	DBS Vickers	Yangzijiang	0.92	1.38	Buy	PB1.5x, PER12x FY22

Analysis of Nancy Pelosi visitation to Taiwan. - Part 2

The US has kept silent virtually on China drills which is very rare as it has always been very outspoken and anti-china.

Taiwan is besieged by China and it has to cancel flights.

However, Pelosi is not standing up for besieged Taiwan.

After observing the silent US response, the EU also didn't criticize china's drills except to urge dialogue to resolve the Taiwan tension.

The only idiotic country that criticized strongly on China's drills was Japan and it was punished by China for being overzealous.  Japan should study US and EU responses first before standing in the line of fire.