Date | Analyst | Company | Last | Target | Call | Valuation |
01/03/20 | UOB Kay Hian | DBS | 26.11 | 30 | Buy | |
01/08/20 | CIMB | DBS | 26.05 | 28.29 | Add | |
01/08/20 | Kim Eng | DBS | 26.05 | 29.92 | Buy | |
01/14/20 | DMG & Partners | DBS | 26.1 | 25.8 | Neutral | GGM, PB1.28x FY20 |
02/07/20 | UOB Kay Hian | DBS | 25.7 | 28.65 | Buy | |
02/13/20 | Lim & Tan | DBS | 25.42 | 0 | Buy | |
02/13/20 | JP Morgan | DBS | 25.42 | 23 | Underweight | |
02/14/20 | CIMB | DBS | 25.42 | 27.09 | Add | GGM |
02/14/20 | UOB Kay Hian | DBS | 25.42 | 28 | Buy | GGM, PB1.39x FY20 |
02/14/20 | DMG & Partners | DBS | 25.42 | 24.8 | Neutral | GGM, PB1.25x FY20 |
02/14/20 | Kim Eng | DBS | 25.42 | 28.6 | Buy | |
02/14/20 | Jefferies | DBS | 25.42 | 28.5 | Buy | |
02/18/20 | phillip | DBS | 25.48 | 27.3 | Accumulate | |
02/18/20 | Citibank | DBS | 25.48 | 26.8 | Hold | |
03/04/20 | Citibank | DBS | 23.66 | 24.4 | Hold | |
03/05/20 | CIMB | DBS | 23.91 | 24.33 | Hold | |
03/05/20 | OCBC | DBS | 23.91 | 25.5 | Hold | GGM, PB1.3x |
03/09/20 | Citibank | DBS | 23 | 17.5 | Sell | |
03/09/20 | JP Morgan | DBS | 23 | 20 | Underweight | |
03/10/20 | phillip | DBS | 21.15 | 27.3 | Accumulate | |
03/10/20 | Jefferies | DBS | 21.15 | 27 | Buy | |
03/13/20 | DMG & Partners | DBS | 20.2 | 21.5 | Neutral | GGM, PB1.09x FY20 |
03/19/20 | Macquarie | DBS | 17.9 | 20.25 | Neutral | |
03/19/20 | Jefferies | DBS | 17.9 | 20 | Buy | |
03/19/20 | JP Morgan | DBS | 17.9 | 16 | Underweight | |
04/01/20 | Jefferies | DBS | 18.57 | 20 | Buy | |
04/01/20 | Citibank | DBS | 18.57 | 17.5 | Sell | |
04/08/20 | Kim Eng | DBS | 19.11 | 21.99 | Buy | |
04/13/20 | phillip | DBS | 19.14 | 27.3 | Accumulate | |
04/17/20 | UOB Kay Hian | DBS | 19.38 | 22.1 | Buy | |
04/24/20 | Macquarie | DBS | 18.74 | 18.25 | Neutral | |
04/30/20 | Lim & Tan | DBS | 19.2 | 0 | Buy | |
05/01/20 | DMG & Partners | DBS | 19.2 | 18.7 | Neutral | GGM, PB0.96x FY20 |
05/04/20 | phillip | DBS | 19.96 | 20.59 | Accumulate | GGM, PB1.09x |
05/04/20 | UOB Kay Hian | DBS | 19.96 | 22.3 | Buy | |
05/04/20 | Jefferies | DBS | 19.96 | 22.5 | Buy | |
05/11/20 | Kim Eng | DBS | 19.7 | 22.1 | Buy | |
05/11/20 | Citibank | DBS | 19.7 | 19.65 | Hold | |
06/08/20 | phillip | DBS | 22.28 | 20.6 | Neutral | |
06/08/20 | Citibank | DBS | 22.28 | 25.5 | Buy | |
06/10/20 | Lim & Tan | DBS | 22.95 | 0 | Hold | |
06/11/20 | Macquarie | DBS | 23.01 | 26 | outperform | PB |
06/18/20 | DMG & Partners | DBS | 21.57 | 18.7 | Neutral | |
06/18/20 | JP Morgan | DBS | 21.57 | 19.5 | Underweight | |
06/24/20 | Kim Eng | DBS | 21.13 | 22.1 | Buy | |
07/01/20 | CIMB | DBS | 20.85 | 18.8 | Hold | |
07/03/20 | phillip | DBS | 21.28 | 20.6 | Neutral | |
07/06/20 | UOB Kay Hian | DBS | 21.57 | 26.22 | Buy | |
07/14/20 | Macquarie | DBS | 21.54 | 26 | outperform | PB |
07/20/20 | UOB Kay Hian | DBS | 21.38 | 24.8 | Buy | |
07/21/20 | Jefferies | DBS | 21.29 | 24.5 | Buy | |
07/21/20 | Kim Eng | DBS | 21.29 | 22.1 | Buy | |
07/30/20 | Macquarie | DBS | 20.4 | 25.5 | outperform | PB |
07/30/20 | OCBC | DBS | 20.4 | 20 | Hold | |
07/30/20 | UOB Kay Hian | DBS | 20.4 | 23.12 | Buy | |
07/30/20 | JP Morgan | DBS | 20.4 | 19 | Underweight | |
07/30/20 | Jefferies | DBS | 20.4 | 20 | Hold | |
08/04/20 | Macquarie | DBS | 19.45 | 24.25 | outperform | PB |
08/06/20 | Lim & Tan | DBS | 19.83 | 0 | Accumulate | |
08/07/20 | Kim Eng | DBS | 20.4 | 22.9 | Buy | DDM |
08/07/20 | DMG & Partners | DBS | 20.4 | 18.5 | Neutral | GGM, PB0.94x FY20 |
08/07/20 | UOB Kay Hian | DBS | 20.4 | 22.9 | Buy | GGM, PB01.07x FY21 |
08/07/20 | CIMB | DBS | 20.4 | 18.8 | Hold | |
08/11/20 | phillip | DBS | 20.6 | 21 | Accumulate | GGM, PB1.18x |
08/11/20 | CIMB | DBS | 20.6 | 20.46 | Hold | |
08/12/20 | Macquarie | DBS | 20.85 | 24.1 | outperform | PB |
08/12/20 | JP Morgan | DBS | 20.85 | 20 | Neutral | |
09/02/20 | Macquarie | DBS | 20.87 | 24.1 | outperform | |
09/07/20 | phillip | DBS | 20.68 | 21 | Accumulate | |
09/14/20 | Kim Eng | DBS | 20.51 | 22.9 | Buy | |
09/25/20 | Lim & Tan | DBS | 19.8 | 0 | Accumulate | |
09/30/20 | UOB Kay Hian | DBS | 19.98 | 23.5 | Buy | |
09/30/20 | JP Morgan | DBS | 19.98 | 22 | Overweight | |
10/01/20 | CIMB | DBS | 19.91 | 20.46 | Hold | |
10/07/20 | UOB Kay Hian | DBS | 20.71 | 23.5 | Buy | |
10/07/20 | OCBC | DBS | 20.71 | 22.5 | Hold | |
10/12/20 | phillip | DBS | 21.05 | 21 | Neutral | |
10/21/20 | Kim Eng | DBS | 21.3 | 22.9 | Buy | |
11/04/20 | phillip | DBS | 21.43 | 21 | Neutral | |
11/05/20 | Lim & Tan | DBS | 21.55 | 0 | Accumulate | |
11/06/20 | Macquarie | DBS | 22.43 | 24.1 | outperform | |
11/06/20 | Kim Eng | DBS | 22.43 | 24.63 | Buy | DDM |
11/06/20 | UOB Kay Hian | DBS | 22.43 | 26.75 | Buy | GGM, PB1.27x FY21 |
11/06/20 | CIMB | DBS | 22.43 | 20.46 | Hold | |
11/06/20 | DMG & Partners | DBS | 22.43 | 25.2 | Buy | GGM |
11/06/20 | OCBC | DBS | 22.43 | 24.5 | Buy | |
11/09/20 | phillip | DBS | 22.49 | 22.6 | Neutral | GGM, PB1.26x FY21 |
11/09/20 | Jefferies | DBS | 22.49 | 26 | Buy | |
11/09/20 | CIMB | DBS | 22.49 | 25.51 | Add | GGM |
11/16/20 | OCBC | DBS | 23.98 | 27 | Buy | |
11/18/20 | Jefferies | DBS | 24.65 | 22 | Hold | |
11/18/20 | JP Morgan | DBS | 24.65 | 24.5 | Overweight | |
11/19/20 | Macquarie | DBS | 24.63 | 24.1 | Neutral | |
11/19/20 | Lim & Tan | DBS | 24.63 | 0 | Hold | |
11/20/20 | DMG & Partners | DBS | 24.42 | 25.2 | Buy | GGM |
11/25/20 | Kim Eng | DBS | 25.6 | 24.63 | Sell | |
11/30/20 | CIMB | DBS | 25.68 | 28.35 | Add | GGM, PB1.3x FY21 |
12/01/20 | UOB Kay Hian | DBS | 25.2 | 26.75 | Buy | |
12/07/20 | phillip | DBS | 25.66 | 22.6 | Neutral | |
12/07/20 | Kim Eng | DBS | 25.66 | 24.63 | Sell | |
12/08/20 | Macquarie | DBS | 25.26 | 24.1 | Neutral | |
12/10/20 | DMG & Partners | DBS | 25.45 | 30 | Buy | GGM |
12/11/20 | Lim & Tan | DBS | 25.05 | 0 | Hold | |
12/16/20 | DMG & Partners | DBS | 25.46 | 30 | Buy |
Wednesday, December 30, 2020
DBS Bank - Stock calls
Dasin Retail - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/10/20 | phillip | Dasin Retail | 0.805 | 0.88 | Accumulate | DDM |
05/27/20 | phillip | Dasin Retail | 0.83 | 0.91 | Accumulate | DDM |
08/11/20 | DBS Vickers | Dasin Retail | 0.785 | 0.86 | Buy | DCF |
08/24/20 | phillip | Dasin Retail | 0.815 | 0.91 | Accumulate | DDM |
09/14/20 | phillip | Dasin Retail | 0.815 | 0.91 | Accumulate | |
10/19/20 | phillip | Dasin Retail | 0.8 | 0.91 | Accumulate | |
11/23/20 | phillip | Dasin Retail | 0.775 | 0.91 | Accumulate | |
12/07/20 | phillip | Dasin Retail | 0.76 | 0.9 | Buy | DDM |
Dairy Farm - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/06/20 | DMG & Partners | Dairy Farm | 4.75 | 5.05 | Hold | DCF |
03/06/20 | DBS Vickers | Dairy Farm | 4.75 | 5.2 | Buy | Sum of parts |
03/06/20 | CIMB | Dairy Farm | 4.75 | 4.38 | Reduce | PER17x FY20 |
03/25/20 | DBS Vickers | Dairy Farm | 3.96 | 4.7 | Buy | Sum of parts |
03/27/20 | HSBC | Dairy Farm | 4.31 | 5.05 | Hold | |
04/06/20 | DBS Vickers | Dairy Farm | 4.31 | 4.7 | Buy | |
04/09/20 | DMG & Partners | Dairy Farm | 4.89 | 4.95 | Neutral | DCF |
04/15/20 | DBS Vickers | Dairy Farm | 4.83 | 5.59 | Buy | |
04/29/20 | DBS Vickers | Dairy Farm | 4.75 | 5.1 | Buy | Sum of parts |
05/28/20 | Macquarie | Dairy Farm | 4.26 | 5.8 | Outperform | |
06/08/20 | DMG & Partners | Dairy Farm | 4.75 | 4.95 | Neutral | |
06/10/20 | CIMB | Dairy Farm | 5 | 5.45 | Hold | PER20x CY21 |
07/03/20 | DBS Vickers | Dairy Farm | 4.66 | 5.1 | Buy | |
07/03/20 | CIMB | Dairy Farm | 4.15 | 4.63 | Hold | PER20x CY21, Buy @ $3.80 |
07/30/20 | DMG & Partners | Dairy Farm | 4.15 | 4.47 | Neutral | DCF |
07/30/20 | DBS Vickers | Dairy Farm | 4.15 | 4.86 | Buy | Sum of parts |
08/19/20 | Macquarie | Dairy Farm | 4.21 | 5.7 | Outperform | DCF |
08/28/20 | DMG & Partners | Dairy Farm | 4.27 | 4.47 | Neutral | |
09/10/20 | CIMB | Dairy Farm | 3.85 | 4.5 | Add | PER20x FY21 |
10/22/20 | DMG & Partners | Dairy Farm | 3.78 | 4.47 | Buy | |
10/26/20 | DBS Vickers | Dairy Farm | 3.76 | 4.44 | Buy | |
12/02/20 | CIMB | Dairy Farm | 4.1 | 4.5 | Add |
Tuesday, December 29, 2020
CSE Global - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/08/20 | UOB Kay Hian | CSE Global | 0.56 | 0.7 | Buy | |
01/08/20 | DMG & Partners | CSE Global | 0.56 | 0.69 | Buy | |
02/05/20 | Lim & Tan | CSE Global | 0.51 | 0.68 | Buy | |
02/11/20 | DMG & Partners | CSE Global | 0.53 | 0.69 | Buy | DCF |
02/28/20 | DMG & Partners | CSE Global | 0.545 | 0.73 | Buy | DCF |
02/28/20 | UOB Kay Hian | CSE Global | 0.545 | 0.72 | Buy | |
02/28/20 | CIMB | CSE Global | 0.545 | 0.77 | Add | PER13.5x FY21 |
03/02/20 | DBS Vickers | CSE Global | 0.52 | 0.7 | Buy | PER12x FY20 |
03/12/20 | DBS Vickers | CSE Global | 0.465 | 0.65 | Buy | PER12x FY20 |
03/26/20 | CIMB | CSE Global | 0.35 | 0.45 | Add | |
03/30/20 | DMG & Partners | CSE Global | 0.36 | 0.73 | Buy | |
04/07/20 | DMG & Partners | CSE Global | 0.35 | 0.73 | Buy | |
04/08/20 | DMG & Partners | CSE Global | 0.38 | 0.54 | Buy | PER12x FY20 |
05/06/20 | DBS Vickers | CSE Global | 0.395 | 0.54 | Buy | PER10.6x |
06/03/20 | UOB Kay Hian | CSE Global | 0.475 | 0.65 | Buy | PER12.1x FY21 |
06/04/20 | DMG & Partners | CSE Global | 0.49 | 0.54 | Buy | PER12x FY20 |
06/04/20 | Lim & Tan | CSE Global | 0.49 | 0 | Buy | |
06/04/20 | CIMB | CSE Global | 0.49 | 0.55 | Add | |
07/17/20 | DMG & Partners | CSE Global | 0.46 | 0.54 | Buy | PER12x FY20 |
08/06/20 | DBS Vickers | CSE Global | 0.53 | 0.61 | Buy | PER10x FY21 |
08/07/20 | DMG & Partners | CSE Global | 0.535 | 0.6 | Buy | PER10.8x FY21 |
08/07/20 | UOB Kay Hian | CSE Global | 0.535 | 0.59 | Buy | PER12x FY21 |
08/11/20 | CIMB | CSE Global | 0.525 | 0.6 | Add | |
08/11/20 | Amfrasers | CSE Global | 0.525 | 0.52 | Neutral | PER12x FY21 & PB2x FY21, Cut from $0.61 |
09/07/20 | Lim & Tan | CSE Global | 0.495 | 0 | Buy | |
10/23/20 | DBS Vickers | CSE Global | 0.46 | 0.57 | Buy | PER10.2x FY21 |
11/13/20 | DBS Vickers | CSE Global | 0.45 | 0.55 | Buy | PER10.1x FY21 |
Cromwell Reit (EUR) - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
04/09/20 | DBS Vickers | Cromwell Reit (EUR) | 0.36 | 0.59 | Buy |
Comfortdelgro - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/04/20 | DMG & Partners | Comfortdelgro | 2.13 | 2.38 | Neutral | DCF |
02/06/20 | DBS Vickers | Comfortdelgro | 2.14 | 2.45 | Buy | DCF, PER18.1x FY20 |
02/06/20 | CIMB | Comfortdelgro | 2.14 | 2.09 | Hold | |
02/17/20 | DMG & Partners | Comfortdelgro | 2.18 | 2.25 | Neutral | DCF, PER18x FY20 |
02/17/20 | UOB Kay Hian | Comfortdelgro | 2.18 | 2.15 | Hold | Buy @ $1.95 |
02/17/20 | DBS Vickers | Comfortdelgro | 2.18 | 2.26 | Hold | DCF & PER17.7x FY20 |
02/17/20 | CIMB | Comfortdelgro | 2.18 | 2.08 | Hold | Buy @ $1.88 |
02/19/20 | phillip | Comfortdelgro | 2.09 | 2.2 | Accumulate | DCF |
02/24/20 | Amfrasers | Comfortdelgro | 2.02 | 2.28 | Outperform | PER17.5x FY20 |
03/10/20 | Amfrasers | Comfortdelgro | 1.81 | 2.28 | Outperform | PER17.5x FY20 |
03/31/20 | DBS Vickers | Comfortdelgro | 1.48 | 1.55 | Hold | PER15x FY20 |
03/31/20 | CIMB | Comfortdelgro | 1.48 | 1.55 | Hold | |
04/02/20 | DMG & Partners | Comfortdelgro | 1.47 | 1.54 | Neutral | DCF |
04/27/20 | OCBC | Comfortdelgro | 1.43 | 1.75 | Buy | |
05/18/20 | Kim Eng | Comfortdelgro | 1.46 | 1.99 | Buy | DCF |
05/20/20 | UOB Kay Hian | Comfortdelgro | 1.56 | 1.82 | Buy | PER16.7x FY21 |
05/26/20 | phillip | Comfortdelgro | 1.54 | 1.5 | Neutral | DCF |
05/26/20 | DMG & Partners | Comfortdelgro | 1.54 | 1.45 | Neutral | DCF |
05/26/20 | DBS Vickers | Comfortdelgro | 1.54 | 1.5 | Hold | PER15x FY20/21 |
05/26/20 | Lim & Tan | Comfortdelgro | 1.54 | 0 | Hold | |
05/26/20 | Kim Eng | Comfortdelgro | 1.54 | 1.98 | Buy | DCF |
05/26/20 | CIMB | Comfortdelgro | 1.54 | 1.5 | Hold | |
06/01/20 | DBS Vickers | Comfortdelgro | 1.44 | 1.68 | Buy | PER16.8x FY20/21 |
06/02/20 | DMG & Partners | Comfortdelgro | 1.43 | 1.65 | Buy | DCF, PER15.5x FY21 |
06/29/20 | Kim Eng | Comfortdelgro | 1.52 | 1.98 | Buy | DCF |
06/29/20 | Lim & Tan | Comfortdelgro | 1.52 | 0 | Hold | |
07/01/20 | CIMB | Comfortdelgro | 1.45 | 1.46 | Hold | PER13.1x FY21 |
07/02/20 | DMG & Partners | Comfortdelgro | 1.48 | 1.65 | Buy | DCF, PER16x FY21 |
07/03/20 | DBS Vickers | Comfortdelgro | 1.47 | 1.68 | Buy | |
08/06/20 | DMG & Partners | Comfortdelgro | 1.39 | 1.65 | Buy | DCF |
08/07/20 | DBS Vickers | Comfortdelgro | 1.39 | 1.68 | Buy | |
08/17/20 | phillip | Comfortdelgro | 1.39 | 1.65 | Accumulate | DCF |
08/17/20 | UOB Kay Hian | Comfortdelgro | 1.39 | 1.78 | Buy | PER17.2x FY21 |
08/17/20 | DBS Vickers | Comfortdelgro | 1.39 | 1.63 | Buy | PER15x FY21 |
08/17/20 | DMG & Partners | Comfortdelgro | 1.39 | 1.55 | Buy | DCF, PER17.6x FY21 |
08/17/20 | CIMB | Comfortdelgro | 1.39 | 1.4 | Hold | |
08/17/20 | Kim Eng | Comfortdelgro | 1.39 | 1.76 | Buy | DCF |
08/19/20 | Lim & Tan | Comfortdelgro | 1.41 | 0 | Accumulate | |
08/27/20 | Amfrasers | Comfortdelgro | 1.46 | 1.63 | Outperform | |
09/01/20 | Kim Eng | Comfortdelgro | 1.48 | 1.76 | Buy | DCF |
09/04/20 | DBS Vickers | Comfortdelgro | 1.51 | 1.96 | Buy | PB1.6x FY21 |
09/21/20 | CIMB | Comfortdelgro | 1.48 | 1.7 | Add | PER15.6x FY21 |
09/22/20 | Macquarie | Comfortdelgro | 1.46 | 1.51 | Neutral | PER15x FY21 |
09/22/20 | UOB Kay Hian | Comfortdelgro | 1.46 | 1.78 | Buy | |
10/05/20 | phillip | Comfortdelgro | 1.42 | 1.65 | Accumulate | |
10/07/20 | DMG & Partners | Comfortdelgro | 1.44 | 1.7 | Buy | DCF |
11/05/20 | DMG & Partners | Comfortdelgro | 1.39 | 1.7 | Buy | PER17.7x FY21 |
11/12/20 | DBS Vickers | Comfortdelgro | 1.49 | 1.96 | Buy | PB1.6x FY21 |
11/13/20 | CIMB | Comfortdelgro | 1.5 | 1.7 | Add | |
11/13/20 | Kim Eng | Comfortdelgro | 1.5 | 1.76 | Buy | DCF |
11/13/20 | UOB Kay Hian | Comfortdelgro | 1.5 | 1.78 | Buy | |
11/16/20 | phillip | Comfortdelgro | 1.54 | 1.83 | Buy | DCF |
11/24/20 | OCBC | Comfortdelgro | 1.65 | 2 | Buy | |
12/07/20 | DMG & Partners | Comfortdelgro | 1.64 | 1.9 | Buy | PER19x FY21 |
Monday, December 28, 2020
Clearbridge - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/06/20 | Tayrona | Clearbridge | 0.139 | 0.41 | Overweight | |
03/10/20 | phillip | Clearbridge | 0.116 | 0.26 | Buy | DCF |
08/31/20 | phillip | Clearbridge | 0.171 | 0.26 | Buy | DCF |
City Developments - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/02/20 | DBS Vickers | City Developments | 10.95 | 13 | Buy | RNAV (18% discount), PB1.08x FY2020 |
02/26/20 | OCBC | City Developments | 10.66 | 12.02 | Buy | |
02/27/20 | CIMB | City Developments | 10.37 | 12.09 | Add | |
02/27/20 | OCBC | City Developments | 10.37 | 12.01 | Buy | RNAV (35% discount) |
02/27/20 | DBS Vickers | City Developments | 10.37 | 13 | Buy | RNAV (18% discount), PB1.08x FY2020 |
02/28/20 | UOB Kay Hian | City Developments | 10.17 | 12.5 | Buy | |
03/03/20 | phillip | City Developments | 9.74 | 11.89 | Buy | RNAV (30% discount), PB0.98x FY20 |
05/13/20 | UOB Kay Hian | City Developments | 7.96 | 9.5 | Buy | |
05/14/20 | CIMB | City Developments | 7.65 | 10.13 | Add | |
05/28/20 | Lim & Tan | City Developments | 7.68 | 11.2 | Buy | |
05/29/20 | DMG & Partners | City Developments | 7.67 | 9.5 | Buy | RNAV (45% discount) |
06/26/20 | Morgan Stanley | City Developments | 8.32 | 10.5 | Overweight | |
07/13/20 | OCBC | City Developments | 8.73 | 12.01 | Buy | |
07/14/20 | DMG & Partners | City Developments | 8.37 | 9.5 | Buy | |
07/15/20 | OCBC | City Developments | 8.27 | 10.74 | Buy | |
07/30/20 | DBS Vickers | City Developments | 8.28 | 13 | Buy | |
08/06/20 | DBS Vickers | City Developments | 8.3 | 10.5 | Buy | RNAV (25% discount), PB0.9x |
08/13/20 | Lim & Tan | City Developments | 8.34 | 0 | Buy on weakness | |
08/14/20 | OCBC | City Developments | 8.46 | 10.64 | Buy | |
08/14/20 | CIMB | City Developments | 8.46 | 10.1 | Add | |
08/14/20 | DMG & Partners | City Developments | 8.46 | 9.5 | Buy | RNAV (45% discount) |
08/14/20 | UOB Kay Hian | City Developments | 8.46 | 9.2 | Buy | |
08/25/20 | phillip | City Developments | 8 | 10.68 | Buy | RNAV (30% discount) |
09/15/20 | Lim & Tan | City Developments | 7.98 | 0 | Buy | |
09/16/20 | CIMB | City Developments | 7.96 | 10.1 | Add | |
10/16/20 | CIMB | City Developments | 7.67 | 10.1 | Add | |
10/23/20 | OCBC | City Developments | 7 | 9.65 | Buy | |
11/30/20 | Macquarie | City Developments | 7.87 | 8.2 | Neutral | |
12/01/20 | UOB Kay Hian | City Developments | 7.8 | 9.2 | Buy | |
12/01/20 | Lim & Tan | City Developments | 7.8 | 0 | Accumulate | |
12/04/20 | CIMB | City Developments | 7.72 | 10.1 | Add |
China Sunsine - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
04/06/20 | CIMB | China Sunsine | 0.28 | 0.38 | Add | After stock split (1 into 2) |
04/06/20 | Amfrasers | China Sunsine | 0.28 | 0.6 | Outperform | |
08/14/20 | CIMB | China Sunsine | 0.32 | 0.38 | Add | |
08/19/20 | Amfrasers | China Sunsine | 0.345 | 0.47 | Outperform | DCF |
09/16/20 | UOB Kay Hian | China Sunsine | 0.355 | 0.31 | Sell | EV/Ebitda |
10/09/20 | CIMB | China Sunsine | 0.34 | 0.42 | Add | |
10/19/20 | UOB Kay Hian | China Sunsine | 0.395 | 0.48 | Buy | PER8x FY21 |
11/18/20 | CIMB | China Sunsine | 0.47 | 0.55 | Add | |
11/18/20 | UOB Kay Hian | China Sunsine | 0.47 | 0.58 | Buy |
Saturday, December 26, 2020
China will surpass the US GDP in 2028 and exceed the combined GDP of the US & Japan by 2035. - Part 2
https://www.asiaone.com/money/china-leapfrog-us-worlds-biggest-economy-2028-think-tank
CEBR has just released its economic assessment after JCER.
Both non-profit entities stated that China would overtake the US in 2028.
http://sg-stock.blogspot.com/2020/12/china-will-surpass-us-gdp-in-2028-and.html
Friday, December 25, 2020
Malaysia has given SG a "great" Christmas gift by terminating the SG-KL HSR.
Malaysia has terminated SG-KL HSR by paying a discounted penalty of RM$300m. It was supposed to be RM$500m penalty as stated in the termination clause.
http://sg-stock.blogspot.com/2018/06/the-kl-sg-hsr-is-terminated-officially.html
Either SG is incompetent to collect the RM$500m penalty or Malaysia is too brilliant to get a discount from SG. In other words, SG has given RM$200m to Malaysia as a Christmas gift.
China Everbright - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
05/29/20 | DBS Vickers | China Everbright | 0.199 | 0.49 | Buy | PER7x |
08/14/20 | DBS Vickers | China Everbright | 0.235 | 0.33 | Buy |
China Aviation Oil - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/21/20 | DMG & Partners | China Aviation Oil | 1.28 | 1.55 | Buy | |
02/27/20 | CIMB | China Aviation Oil | 1.16 | 1.25 | Hold | PER8.5x FY21 |
02/28/20 | DBS Vickers | China Aviation Oil | 1.16 | 1.65 | Buy | PER10x FY20 |
03/12/20 | DMG & Partners | China Aviation Oil | 0.965 | 1.3 | Buy | Sum of parts |
04/22/20 | DMG & Partners | China Aviation Oil | 1.02 | 1.3 | Buy | Sum of parts |
04/23/20 | DMG & Partners | China Aviation Oil | 1.02 | 1.25 | Buy | Sum of parts, PB0.9x |
05/12/20 | DMG & Partners | China Aviation Oil | 1.02 | 1.25 | Buy | Sum of parts, PER2.6x FY21 (ex-cash) |
06/12/20 | DMG & Partners | China Aviation Oil | 1.14 | 1.25 | Buy | PB0.9x, PER3.5x FY21 (ex-cash) |
07/06/20 | DMG & Partners | China Aviation Oil | 1.02 | 1.25 | Buy | Sum of parts |
08/13/20 | DMG & Partners | China Aviation Oil | 0.93 | 0.95 | Neutral | Sum of parts |
08/25/20 | DBS Vickers | China Aviation Oil | 0.865 | 1.2 | Buy | PER11x FY20/21 |
09/07/20 | DBS Vickers | China Aviation Oil | 0.94 | 1.2 | Buy | |
09/30/20 | DMG & Partners | China Aviation Oil | 0.895 | 1.05 | Buy | |
10/13/20 | DBS Vickers | China Aviation Oil | 1 | 1.2 | Buy | |
10/14/20 | DMG & Partners | China Aviation Oil | 1 | 1.15 | Buy | |
11/03/20 | DBS Vickers | China Aviation Oil | 0.92 | 1.2 | Buy | |
12/02/20 | DMG & Partners | China Aviation Oil | 1.08 | 1.25 | Buy |
Centurion - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/08/20 | CIMB | Centurion | 0.44 | 0.61 | Add | DCF |
03/02/20 | DMG & Partners | Centurion | 0.445 | 0.49 | Neutral | DCF |
03/02/20 | DBS Vickers | Centurion | 0.445 | 0.53 | Buy | DCF |
03/18/20 | CIMB | Centurion | 0.39 | 0.58 | Add | DCF |
03/30/20 | DBS Vickers | Centurion | 0.395 | 0.41 | Hold | DCF |
04/13/20 | CIMB | Centurion | 0.385 | 0.58 | Add | |
04/22/20 | DBS Vickers | Centurion | 0.38 | 0.41 | Hold | DCF |
04/29/20 | DMG & Partners | Centurion | 0.385 | 0.41 | Neutral | DCF |
05/18/20 | DBS Vickers | Centurion | 0.375 | 0.42 | Hold | DCF |
08/13/20 | DBS Vickers | Centurion | 0.355 | 0.39 | Hold | DCF |
08/20/20 | CIMB | Centurion | 0.37 | 0.4 | Add | |
09/03/20 | CIMB | Centurion | 0.35 | 0.4 | Add | DCF |
10/19/20 | UOB Kay Hian | Centurion | 0.34 | 0.44 | Buy | DCF |
Wednesday, December 23, 2020
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