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Thursday, May 23, 2024

Jardine Matheson - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

03/11/24

Lim & Tan

Jardine Matheson

39.11

0

Accumulate


Japfa - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

08/03/23

CIMB

Japfa

0.22

0.2

Reduce


11/02/23

CIMB

Japfa

0.21

0.28

Add

PB0.5x FY24

03/05/24

CIMB

Japfa

0.21

0.26

Add


05/06/24

CIMB

Japfa

0.32

0.37

Add

PB

Japan Foods - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

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

09/05/23

DMG & Partners

Japan Foods

0.395

0.45

Buy


12/08/23

DMG & Partners

Japan Foods

0.31

0.3

Neutral


01/22/24

DMG & Partners

Japan Foods

0.325

0.3

Neutral


02/22/24

DMG & Partners

Japan Foods

0.295

0.29

Neutral

Sum of parts

04/25/24

DMG & Partners

Japan Foods

0.265

0.29

Neutral


Stock calls for 23 May 2024

Date

Analyst

Company

Last

Target

Call

Valuation

05/23/24

phillip

City Developments

5.85

6.87

Buy

RNAV (45% disc)

05/23/24

Lim & Tan

City Developments

5.85

7.39

Accumulate


05/23/24

Phillip

LHN

0.33

0.42

Buy

PER6.5x FY24

05/23/24

phillip

Netlink

0.865

0.87

Neutral

DCF

05/23/24

DMG & Partners

Prime US Reit

0.126

0.23

Buy

DDM

05/23/24

UOB Kay Hian

Sheng Siong

1.5

1.88

Buy

PER21x

Tuesday, May 21, 2024

Isoteam - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

06/28/23

DMG & Partners

Isoteam

0.056

0.12

Buy

PER9x FY24

08/22/23

Lim & Tan

Isoteam

0.044

0.09

Buy


08/28/23

Lim & Tan

Isoteam

0.045

0.087

Buy


09/06/23

Lim & Tan

Isoteam

0.043

0.087

Buy


09/29/23

DMG & Partners

Isoteam

0.042

0.05

Buy


02/09/24

DMG & Partners

Isoteam

0.038

0.048

Buy

Cut from $0.054