Stock calls for 12 May 2021

Date	Analyst	Company	Last	Target	Call	Valuation
05/12/21	Phillip	BRC Asia	1.54	1.87	Buy	PER11x FY21
05/12/21	DMG & Partners	Bumitama	0.47	0.5	Neutral
05/12/21	Macquarie	DBS	29.44	31	Neutral
05/12/21	OCBC	Genting	0.81	0.96	Buy	EV/Ebitda8.5x FY22
05/12/21	CIMB	Lendlease Reit	0.765	0.858	Add
05/12/21	CIMB	Manulife US Reit	0.74	0.962	Add	DDM
05/12/21	Kim Eng	Manulife US Reit	0.74	0.87	Buy
05/12/21	DMG & Partners	Manulife US Reit	0.74	1	Buy
05/12/21	OCBC	Manulife US Reit	0.74	0.82	Buy
05/12/21	UOB Kay Hian	Netlink	0.98	1.08	Buy	DCF
05/12/21	Lim & Tan	Netlink	0.98	0	Hold
05/12/21	Macquarie	OCBC	12.31	14.1	Outperform
05/12/21	UOB Kay Hian	Propnex	1.1	1.34	Buy
05/12/21	CIMB	Q&M	0.61	0.97	Add
05/12/21	Lim & Tan	Q&M	0.61	0	Buy
05/12/21	UOB Kay Hian	Riverstone	1.32	1.75	Buy
05/12/21	DBS Vickers	Riverstone	1.32	1.86	Buy	PER11x FY22
05/12/21	CIMB	Silverlake	0.24	0.31	Add
05/12/21	DBS Vickers	Silverlake	0.24	0.33	Buy	PER18x FY22
05/12/21	CIMB	UG Healthcare	0.655	1.2	Add	DCF
05/12/21	CIMB	UMS	1.28	1.58	Add	PB2.9x
05/12/21	Kim Eng	UMS	1.28	1.8	Buy	PER15x FY21
05/12/21	Amfrasers	UMS	1.28	1.51	Outperform	PER15x
05/12/21	Macquarie	UOB	26.18	30	Outperform

Indonesia backed Sinovac vaccine with its own statistics after Turkey.

https://sg.finance.yahoo.com/news/china-sinovac-shot-seen-highly-effective-in-real-world-study-064324525.html

No wonder we don't hear much about Indonesian covid infection and death rates nowadays.

http://sg-stock.blogspot.com/2021/04/turkey-backed-sinovacs-vaccine-with-its.html

Who classified Indian variant as a global health risk!

https://www.cnbc.com/2021/05/10/who-classifies-triple-mutant-covid-variant-from-india-as-global-health-risk-.html

Who classified the Indian variant as a global health risk because it could evade the protections provided by the vaccines.

Singapore is also being invaded by this Indian variant at TTSH whereby a fully vaccinated doctor and nurse are infected by this variant.

https://www.businesstimes.com.sg/government-economy/30-fully-vaccinated-people-test-positive-for-covid-19-majority-asymptomatic-gan

Singapore Post - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
05/11/20	DBS Vickers	Singapore Post	0.74	0.64	Fully Valued	PER17x FY21
06/19/20	UOB Kay Hian	Singapore Post	0.775	0.8	Hold	Sum of parts, Buy @ $0.7
06/19/20	OCBC	Singapore Post	0.775	0.75	Hold
07/29/20	DBS Vickers	Singapore Post	0.74	0.64	Fully Valued	DCF, PER17x FY21
08/12/20	DBS Vickers	Singapore Post	0.7	0.64	Fully Valued	DCF, PER17x FY21
08/13/20	UOB Kay Hian	Singapore Post	0.71	0.76	Hold	Buy @ $0.66
09/17/20	DBS Vickers	Singapore Post	0.675	0.64	Fully Valued	DCF
10/20/20	CIMB	Singapore Post	0.69	0.77	Add
10/20/20	DBS Vickers	Singapore Post	0.69	0.64	Fully Valued	DCF, PER14x FY22
11/06/20	Lim & Tan	Singapore Post	0.675	0	Hold
11/09/20	DBS Vickers	Singapore Post	0.67	0.6	Fully Valued	DCF, PER14x FY22
11/09/20	CIMB	Singapore Post	0.67	0.7	Hold
11/11/20	OCBC	Singapore Post	0.685	0.71	Hold
02/05/21	UOB Kay Hian	Singapore Post	0.69	0.75	Hold	Buy @ $0.66
02/05/21	DBS Vickers	Singapore Post	0.69	0.74	Hold	DCF
04/15/21	OCBC	Singapore Post	0.755	0.74	Hold
05/07/21	UOB Kay Hian	Singapore Post	0.745	0.73	Hold
05/07/21	DBS Vickers	Singapore Post	0.745	0.69	Hold	PER24x FY22
05/10/21	Lim & Tan	Singapore Post	0.735	0	Hold

Singapore o&g - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
07/03/20	Amfrasers	Singapore o&g	0.26	0.4	Neutral	PER16x
08/19/20	Amfrasers	Singapore o&g	0.245	0.25	Neutral	PER16x

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