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Tuesday, September 28, 2021

HRnetGroup - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

10/29/20

DMG & Partners

HRnetGroup

0.48

0.52

Buy

DCF

12/09/20

CIMB

HRnetGroup

0.51

0.635

Add

PER13.2x FY22

01/19/21

CIMB

HRnetGroup

0.555

0.635

Add

PER13.2x FY22

03/02/21

CIMB

HRnetGroup

0.58

0.7

Add


03/03/21

DBS Vickers

HRnetGroup

0.585

0.5

Hold


03/05/21

DMG & Partners

HRnetGroup

0.58

0.72

Buy

PER15x FY21

06/09/21

CIMB

HRnetGroup

0.695

0.821

Add

PER14x FY22

07/16/21

Phillip

HRnetGroup

0.77

1

Buy

PER14x FY21, ex-cash

07/26/21

Kim Eng

HRnetGroup

0.8

0.99

Buy

PER18x FY22

08/17/21

CIMB

HRnetGroup

0.8

1.15

Add


08/25/21

Phillip

HRnetGroup

0.81

1.05

Buy

PER14x FY21, ex-cash

09/07/21

CIMB

HRnetGroup

0.785

1.15

Add

PER17x FY22

Stock calls for 28 September 2021

Date

Analyst

Company

Last

Target

Call

Valuation

09/28/21

DBS Vickers

Jumbo

0.295

0.21

Fully Valued


09/28/21

CIMB

Kimly

0.38

0.46

Add


09/28/21

CIMB

Koufu

0.635

0.8

Add


09/28/21

Amfrasers

LHN

0.315

0.49

Buy


09/28/21

DMG & Partners

Riverstone

0.905

0.95

Neutral


09/28/21

DBS Vickers

SATS

4.16

4.5

Buy


09/28/21

OCBC

SATS

4.16

4.8

Buy


09/28/21

Lim & Tan

SGX

10.1

10.8

Accumulate


09/28/21

OCBC

SIA Engineering

2.11

2.37

Buy


09/28/21

DMG & Partners

UG Healthcare

0.345

0.37

Neutral

DCF

The US has issued a travel alert to Singapore.

https://sg.finance.yahoo.com/news/us-raises-covid-danger-level-in-hong-kong-and-singapore-024427524.html

Our coexist policy has caused a huge spike in covid cases which is causing the US to issue a travel alert.  Sigh!

Monday, September 27, 2021

Hongkong Land - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

10/16/20

Lim & Tan

Hongkong Land

3.79

0

Buy


12/02/20

CIMB

Hongkong Land

4.19

5.1

Add


03/16/21

CIMB

Hongkong Land

5.15

5.7

Add

RNAV (45% discount), Up from $5.30

07/30/21

Lim & Tan

Hongkong Land

4.57

6.03

Buy


08/02/21

DBS Vickers

Hongkong Land

4.54

5.23

Buy

RNAV (55% discount)

08/04/21

CIMB

Hongkong Land

4.57

5.7

Add


09/07/21

DBS Vickers

Hongkong Land

4.2

5.41

Buy

RNAV (55% discount)

09/07/21

CIMB

Hongkong Land

4.2

5.7

Add

RNAV (45% discount)

09/07/21

Lim & Tan

Hongkong Land

4.2

5.81

Accumulate


09/10/21

Morningstar

Hongkong Land

4.85

7.4

Buy

Up from $7.20

09/17/21

Lim & Tan

Hongkong Land

4.66

5.9

Accumulate


Hong Leong Asia - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

04/07/21

CIMB

Hong Leong Asia

0.825

1.18

Add

Sum of parts

04/28/21

UOB Kay Hian

Hong Leong Asia

1.04

1.38

Buy

PER12x FY22

06/07/21

DBS Vickers

Hong Leong Asia

0.965

1.14

Buy

Sum of parts

06/07/21

UOB Kay Hian

Hong Leong Asia

0.965

1.38

Buy


07/02/21

UOB Kay Hian

Hong Leong Asia

0.955

1.38

Buy


08/18/21

DBS Vickers

Hong Leong Asia

0.85

1.02

Buy

Sum of parts

08/19/21

UOB Kay Hian

Hong Leong Asia

0.855

1.38

Buy


08/20/21

CIMB

Hong Leong Asia

0.835

1.05

Add

Sum of parts

09/02/21

CIMB

Hong Leong Asia

0.87

1.05

Add

Sum of parts, PER10.5x CY22

09/24/21

DBS Vickers

Hong Leong Asia

0.81

1.02

Buy