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Thursday, July 20, 2023

Japfa - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

08/01/22

UOB Kay Hian

Japfa

0.585

0.63

Hold

Sum of parts, PER9.1x FY22, Buy @ $0.56

09/01/22

CIMB

Japfa

0.6

0.81

Add

Sum of parts

11/02/22

UOB Kay Hian

Japfa

0.53

0.57

Hold

Sum of parts, PER10.3x FY23

11/02/22

CIMB

Japfa

0.53

0.72

Add

Sum of parts

01/04/23

CIMB

Japfa

0.315

0.42

Add

PER8x FY24, Cut from $0.65

03/07/23

UOB Kay Hian

Japfa

0.245

0.23

Hold

Sum of parts, PER10x FY23

03/07/23

CIMB

Japfa

0.245

0.24

Reduce


Stock calls for 19 July 2023

Date

Analyst

Company

Last

Target

Call

Valuation

07/19/23

Amfrasers

China Aviation Oil

0.92

1

Buy


07/19/23

Lim & Tan

Comfortdelgro

1.23

1.39

Accumulate


07/19/23

Kim Eng

DBS

32.53

38.51

Buy


07/19/23

UOB Kay Hian

Manulife US Reit

0.169

0.165

Sell

PB0.5x

07/19/23

DBS Vickers

Manulife US Reit

0.169

0.1

Fully Valued

DCF, PB0.2x

07/19/23

Lim & Tan

Manulife US Reit

0.169

0

Avoid


07/19/23

DMG & Partners

Manulife US Reit

0.169

0.25

Buy


07/19/23

CIMB

Manulife US Reit

0.169

0.41

Add


07/19/23

Kim Eng

OCBC

12.47

13.19

Hold


07/19/23

Citi Research

SIA

7.46

6.54

Sell


07/19/23

Kim Eng

UOB

27.69

30.53

Hold


Wednesday, July 19, 2023

Japan Foods - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

07/04/22

DMG & Partners

Japan Foods

0.425

0.55

Buy

Sum of parts

11/21/22

DMG & Partners

Japan Foods

0.425

0.6

Buy


12/07/22

DMG & Partners

Japan Foods

0.425

0.6

Buy

Sum of parts

03/10/23

DMG & Partners

Japan Foods

0.425

0.6

Buy

Sum of parts

05/29/23

DMG & Partners

Japan Foods

0.435

0.65

Buy


06/27/23

DMG & Partners

Japan Foods

0.43

0.65

Buy

Sum of parts

Ix Biopharma - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

10/03/22

Phillip

Ix Biopharma

0.131

0.25

Buy

DCF

Isoteam - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

09/15/22

DMG & Partners

Isoteam

0.097

0.12

Buy

PER9x FY23

02/21/23

DMG & Partners

Isoteam

0.097

0.12

Buy

PER9x FY24

06/28/23

DMG & Partners

Isoteam

0.056

0.12

Buy

PER9x FY24