Stock calls for 11 May 2021

Date	Analyst	Company	Last	Target	Call	Valuation
05/11/21	UOB Kay Hian	BRC Asia	1.54	2	Buy
05/11/21	CIMB	Frasers Logistics	1.48	1.57	Add
05/11/21	Lim & Tan	Keppel Corp	5.31	0	Accumulate
05/11/21	CIMB	Parkway Life	4.27	4.8	Add	DDM
05/11/21	Lim & Tan	Propnex	1.09	0	Buy
05/11/21	CIMB	SBS Transit	3.06	3.5	Add
05/11/21	CIMB	SGX	10.26	11.61	Add
05/11/21	DBS Vickers	UMS	1.36	1.83	Buy	PER17x FY21

Singapore Medical - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
05/26/20	DMG & Partners	Singapore Medical	0.23	0.25	Neutral	PER9.8x FY21
07/08/20	Amfrasers	Singapore Medical	0.24	0.34	outperform	PER11x FY21
08/11/20	Amfrasers	Singapore Medical	0.26	0.25	Neutral	PER16x
08/21/20	Lim & Tan	Singapore Medical	0.245	0	Accumulate
01/11/21	UOB Kay Hian	Singapore Medical	0.33	0.46	Buy	Up from $0.37
04/16/21	UOB Kay Hian	Singapore Medical	0.325	0.46	Buy

Silverlake - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
05/18/20	DBS Vickers	Silverlake	0.245	0.38	Buy	PER20x
05/20/20	DMG & Partners	Silverlake	0.245	0.24	Neutral	DCF
07/03/20	DMG & Partners	Silverlake	0.24	0.24	Neutral
07/09/20	Amfrasers	Silverlake	0.25	0.3	outperform	PER13x FY21
08/27/20	CIMB	Silverlake	0.305	0.39	Add	PER16.3x CY21
08/28/20	DBS Vickers	Silverlake	0.3	0.4	Buy	PER17.6x FY21
09/07/20	Amfrasers	Silverlake	0.31	0.31	Neutral	PER13x FY21
11/16/20	DBS Vickers	Silverlake	0.255	0.38	Buy	PER18x FY21
11/17/20	CIMB	Silverlake	0.265	0.39	Add
12/02/20	Amfrasers	Silverlake	0.27	0.29	Neutral	PER13x FY21
02/11/21	CIMB	Silverlake	0.26	0.33	Add	PER14.2x CY22
02/15/21	Amfrasers	Silverlake	0.26	0.26	Neutral	PER13x FY21

SIIC - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
04/19/21	Lim & Tan	SIIC	0.21	0	Accumulate on weakness

Stock calls for 10 May 2021

Date	Analyst	Company	Last	Target	Call	Valuation
05/10/21	OCBC	ESR-Reit	0.39	0.45	Buy
05/10/21	DBS Vickers	Fu Yu	0.32	0.4	Buy	PER15.2x
05/10/21	UOB Kay Hian	Genting	0.85	1.08	Buy	EV/Ebita
05/10/21	CIMB	Genting	0.85	1	Add	EV/Ebita9.5x FY22
05/10/21	DBS Vickers	Genting	0.85	0.95	Buy	Sum of parts
05/10/21	Kim Eng	Genting	0.85	0.86	Hold
05/10/21	DMG & Partners	Genting	0.85	0.92	Neutral
05/10/21	Phillip	Lendlease Reit	0.78	0.82	Accumulate	DDM
05/10/21	phillip	OCBC	12.56	14.63	Buy	GGM, PB1.27x
05/10/21	Kim Eng	OCBC	12.56	14.17	Buy	PB
05/10/21	DBS Vickers	OCBC	12.56	14	Buy	GGM, PB1.1x FY22
05/10/21	DMG & Partners	Raffles Medical	1.13	1.29	Buy	PER43.5x
05/10/21	OCBC	SIA Engineering	2.26	2.37	Hold
05/10/21	Lim & Tan	Singapore Post	0.735	0	Hold
05/10/21	UOB Kay Hian	SPH	1.52	1.85	Buy	Sum of parts
05/10/21	DMG & Partners	Starhub	1.26	1.38	Neutral

Inflation updates!

 

Prices are rising everywhere!

Baltic dry index - 3183

 Related stock: Sembcorp Marine, Cosco & Pan ocean.

US rig count (weekly) - 448

 Related stock: Sembcorp Marine & Cosco.