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Tuesday, August 1, 2023

MS Holdings - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

10/03/22

Lim & Tan

MS Holdings

0.06

0

Reject offer

Takeover price $0.07

MM2 Asia - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

07/14/22

Lim & Tan

MM2 Asia

0.053

0.0875

Buy


09/26/22

Lim & Tan

MM2 Asia

0.048

0.09

Buy


10/13/22

UOB Kay Hian

MM2 Asia

0.042

0.098

Buy

Sum of parts

Stock calls for 31 July 2023

Date

Analyst

Company

Last

Target

Call

Valuation

07/31/23

Kim Eng

AEM

3.86

3.9

Hold

PER12x FY24

07/31/23

DBS Vickers

AEM

3.86

3.35

Hold


07/31/23

Phillip

ART

1.1

1.2

Accumulate

DDM

07/31/23

DBS Vickers

Ascendas India Trust

1.16

1.45

Buy

DDM

07/31/23

Kim Eng

CDL Hospitality

1.18

1.25

Buy


07/31/23

UOB Kay Hian

CSE Global

0.48

0.6

Buy

PER15x FY24

07/31/23

Lim & Tan

CSE Global

0.48

0.6

Buy


07/31/23

DBS Vickers

Dairy Farm

2.75

3.8

Buy


07/31/23

Lim & Tan

Far East Hospitality

0.635

0.75

Buy


07/31/23

CIMB

GKE

0.072

0.076

Hold

Sum of parts

07/31/23

UOB Kay Hian

ISDN

0.445

0.365

Buy


07/31/23

Phillip

Keppel Corp

7.2

7.7

Accumulate


07/31/23

UOB Kay Hian

Mapletree Industrial

2.27

2.89

Buy

DDM

07/31/23

OCBC

Mapletree Industrial

2.27

2.78

Buy


07/31/23

Kim Eng

Mapletree Industrial

2.27

2.3

Hold


07/31/23

DBS Vickers

Raffles Medical

1.34

1.48

Hold


07/31/23

UOB Kay Hian

Seatrium

0.143

0.19

Buy

PB1.5x

07/31/23

phillip

Sheng Siong

1.64

1.98

Buy

PER22x

07/31/23

DBS Vickers

Sheng Siong

1.64

1.76

Hold

PER18.9x

07/31/23

Citi Research

Sheng Siong

1.64

1.92

Buy


07/31/23

CIMB

Sheng Siong

1.64

1.88

Add


07/31/23

UOB Kay Hian

SIA

7.58

6.82

Sell

PB1.35x FY24

07/31/23

Phillip

SIA

7.58

6.8

Reduce

PB1.1x FY24

07/31/23

phillip

UOB

29.89

35.9

Buy

GGM, PB1.48x FY23