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Wednesday, November 1, 2023

SGX - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

07/13/22

Lim & Tan

SGX

9.64

10.25

Buy


07/14/22

DMG & Partners

SGX

9.66

10.7

Neutral

PER22x FY23

07/14/22

Citi Research

SGX

9.66

11

Buy


07/20/22

UOB Kay Hian

SGX

9.8

11.09

Buy

PER23.5x FY23

08/18/22

DMG & Partners

SGX

9.94

10.7

Neutral

PER22x FY23

08/19/22

UOB Kay Hian

SGX

10

10.85

Buy

PER23.5x FY23

08/19/22

DBS Vickers

SGX

10

10.2

Hold


08/19/22

phillip

SGX

10

11.71

Buy

PER26x FY23

08/19/22

DMG & Partners

SGX

10

10.3

Neutral

PER22x FY23

08/19/22

Lim & Tan

SGX

10

10.4

Accumulate on weakness


08/22/22

Citi Research

SGX

10.01

11.24

Buy


08/22/22

CIMB

SGX

10.01

10.4

Hold


09/13/22

Lim & Tan

SGX

9.65

10.5

Accumulate


09/15/22

UOB Kay Hian

SGX

9.65

10.04

Hold

PER22.2x FY23

09/16/22

DMG & Partners

SGX

9.55

10.3

Neutral

PER22x FY23

10/07/22

Kim Eng

SGX

9.46

10.65

Buy

DCF

10/12/22

Lim & Tan

SGX

9.27

10.4

Accumulate on weakness


10/14/22

DBS Vickers

SGX

8.73

10.2

Hold


10/20/22

DMG & Partners

SGX

8.47

9

Neutral

PER21x FY23

11/17/22

UOB Kay Hian

SGX

9.08

10.04

Hold

PER22.2x FY23

11/23/22

DMG & Partners

SGX

9.11

9

Neutral

PER21x FY23

12/01/22

Lim & Tan

SGX

9.05

9.97

Buy


12/05/22

phillip

SGX

9.13

11.71

Buy

PER26x FY23

12/08/22

DMG & Partners

SGX

9.08

9.3

Neutral

PER21x FY23

01/05/23

phillip

SGX

8.8

11.71

Buy


01/12/23

DMG & Partners

SGX

9.08

9.3

Neutral

PER21x FY23

01/26/23

OCBC

SGX

9.26

10.4

Buy


02/09/23

DBS Vickers

SGX

9.15

10.2

Hold


02/09/23

OCBC

SGX

9.15

10.2

Buy


02/09/23

Lim & Tan

SGX

9.15

9.54

Hold


02/09/23

Citi Research

SGX

9.15

10.21

Buy


02/10/23

UOB Kay Hian

SGX

9.16

9.57

Hold

PER22.2x FY23

02/10/23

DMG & Partners

SGX

9.16

9.4

Neutral

PER21x FY23

02/13/23

phillip

SGX

9.19

11.71

Buy

PER26x

02/14/23

Kim Eng

SGX

9.14

10.73

Buy

DCF & PER24x

02/14/23

CIMB

SGX

9.14

10

Hold


02/14/23

Citi Research

SGX

9.14

10.1

Buy

PER21.4x FY23

03/14/23

DMG & Partners

SGX

8.63

8.6

Neutral

PER20x

03/14/23

Lim & Tan

SGX

8.63

9.59

Hold


03/24/23

UOB Kay Hian

SGX

8.93

9.57

Hold

PER22.2x FY23

04/14/23

DMG & Partners

SGX

9.54

9

Neutral

PER20x

05/05/23

DMG & Partners

SGX

9.59

9.8

Neutral

PER21x FY24

06/15/23

DMG & Partners

SGX

9.7

9.8

Neutral

PER21x FY24

07/04/23

Lim & Tan

SGX

9.4

9.85

Hold


07/14/23

DMG & Partners

SGX

9.57

9.9

Neutral

PER22x FY24

08/15/23

UOB Kay Hian

SGX

9.58

10.28

Hold

PER22x FY24

08/17/23

DBS Vickers

SGX

9.67

10.2

Hold


08/18/23

UOB Kay Hian

SGX

9.57

10.46

Hold

PER21x

08/21/23

phillip

SGX

9.55

11.71

Buy

PER20x

09/15/23

DMG & Partners

SGX

9.84

10.3

Neutral


09/20/23

Citi Research

SGX

9.94

9

Sell

PER19x FY24

10/23/23

DMG & Partners

SGX

9.59

10.3

Neutral


Stock calls for 31 October 2023

Date

Analyst

Company

Last

Target

Call

Valuation

10/31/23

UOB Kay Hian

ART

0.915

1.25

Buy

DDM

10/31/23

DBS Vickers

ART

0.915

1.2

Buy

DCF

10/31/23

Kim Eng

CSE Global

0.395

0.65

Buy

PER15.5x FY24

10/31/23

Kim Eng

ESR-Reit

0.265

0.31

Buy

DDM

10/31/23

Kim Eng

Mapletree Commercial

1.3

1.25

Hold


10/31/23

DBS Vickers

OUE Commercial

0.225

0.35

Buy

DCF

10/31/23

Lim & Tan

OUE Commercial

0.225

0.35

Accumulate


10/31/23

OCBC

UOB

26.96

32.5

Buy


10/31/23

DBS Vickers

UOB

26.96

30.3

Hold


10/31/23

Kim Eng

UOB

26.96

30.86

Hold


10/31/23

DBS Vickers

Wilmar

3.54

4.3

Buy

PER13x FY24

10/31/23

DMG & Partners

Wilmar

3.54

4.25

Buy


Tuesday, October 31, 2023

Gaza genocide: Israel is finding it hard to justify its crusade against Hamas terrorists.

https://www.cnbc.com/2023/10/30/israel-hamas-war-live-updates-latest-news-on-gaza-conflict.html

The women and children constituted 70% of the death toll for the Gaza genocide.  I've never seen this type of death toll in a normal war except for a genocide.

The US Fed is expected to remain status quo again in November 2023.

The Fedwatch tool is projecting the US Fed to put on hold again in November 2023.  However, the dot plot chart is projecting 1 more rate hike by the end of 2023.