Comfortdelgro - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
07/08/24	CIMB	Comfortdelgro	1.34	1.7	Add	PER16.2x FY25
07/22/24	DBS Vickers	Comfortdelgro	1.39	1.8	Buy	Sum of parts
07/25/24	DMG & Partners	Comfortdelgro	1.4	1.65	Buy
08/15/24	DBS Vickers	Comfortdelgro	1.4	1.8	Buy	Sum of parts
08/15/24	Kim Eng	Comfortdelgro	1.4	1.6	Buy	DCF
08/19/24	phillip	Comfortdelgro	1.43	1.63	Buy	DCF
08/21/24	DMG & Partners	Comfortdelgro	1.42	1.65	Buy	DCF
09/05/24	Kim Eng	Comfortdelgro	1.43	1.65	Buy	DCF
09/05/24	Lim & Tan	Comfortdelgro	1.43	1.66	Accumulate
09/06/24	DMG & Partners	Comfortdelgro	1.45	1.65	Buy	DCF
09/10/24	DBS Vickers	Comfortdelgro	1.45	1.8	Buy
10/02/24	DMG & Partners	Comfortdelgro	1.49	1.65	Buy	DCF
10/21/24	DBS Vickers	Comfortdelgro	1.45	1.8	Buy
10/25/24	Kim Eng	Comfortdelgro	1.45	1.65	Buy
10/29/24	UOB Kay Hian	Comfortdelgro	1.46	1.56	Hold	PER16x FY24
10/29/24	DMG & Partners	Comfortdelgro	1.46	1.7	Buy	DCF
11/15/24	UOB Kay Hian	Comfortdelgro	1.49	1.83	Buy	PER16x FY25
11/15/24	DBS Vickers	Comfortdelgro	1.49	1.8	Buy
11/15/24	DMG & Partners	Comfortdelgro	1.49	1.7	Buy
11/15/24	Kim Eng	Comfortdelgro	1.49	1.6	Buy	DCF
11/18/24	phillip	Comfortdelgro	1.47	1.63	Accumulate	DCF
11/29/24	Lim & Tan	Comfortdelgro	1.46	1.71	Accumulate
12/02/24	DMG & Partners	Comfortdelgro	1.46	1.7	Buy	DCF
12/26/24	DBS Vickers	Comfortdelgro	1.44	1.8	Buy
01/06/25	DMG & Partners	Comfortdelgro	1.44	1.7	Buy	DCF
01/10/25	UOB Kay Hian	Comfortdelgro	1.44	1.77	Buy	PER16x FY25
02/17/25	DBS Vickers	Comfortdelgro	1.38	1.8	Buy
02/19/25	DMG & Partners	Comfortdelgro	1.36	1.7	Buy	DCF
02/28/25	Kim Eng	Comfortdelgro	1.41	1.64	Buy	DCF
03/03/25	UOB Kay Hian	Comfortdelgro	1.39	1.76	Buy	PER16x FY25
03/03/25	phillip	Comfortdelgro	1.39	1.68	Buy	DCF
03/03/25	DBS Vickers	Comfortdelgro	1.39	1.8	Buy
03/26/25	Lim & Tan	Comfortdelgro	1.47	1.73	Accumulate
04/03/25	DBS Vickers	Comfortdelgro	1.48	1.8	Buy
04/04/25	UOB Kay Hian	Comfortdelgro	1.48	1.76	Buy	PER16x FY25
04/24/25	DMG & Partners	Comfortdelgro	1.52	1.75	Buy	DCF
05/15/25	UOB Kay Hian	Comfortdelgro	1.52	1.71	Buy	PER16x FY25
05/15/25	DBS Vickers	Comfortdelgro	1.52	1.8	Buy
05/16/25	phillip	Comfortdelgro	1.49	1.68	Buy	DCF
05/30/25	DMG & Partners	Comfortdelgro	1.41	1.75	Buy	DCF
06/03/25	UOB Kay Hian	Comfortdelgro	1.41	1.71	Buy	PER16x FY25
06/25/25	DMG & Partners	Comfortdelgro	1.43	1.75	Buy	DCF
07/25/25	Kim Eng	Comfortdelgro	1.54	1.7	Buy	DCF
08/06/25	DMG & Partners	Comfortdelgro	1.55	1.75	Buy	DCF
08/14/25	Kim Eng	Comfortdelgro	1.58	1.7	Buy	DCF
08/15/25	UOB Kay Hian	Comfortdelgro	1.53	1.7	Buy	PER16x FY25
08/15/25	phillip	Comfortdelgro	1.53	1.68	Accumulate	DCF
09/02/25	DBS Vickers	Comfortdelgro	1.47	1.8	Buy	PB1.3x & EV/Ebitda5.4x
09/02/25	CIMB	Comfortdelgro	1.47	1.7	Add	PER
09/02/25	Lim & Tan	Comfortdelgro	1.47	1.73	Accumulate
09/17/25	Lim & Tan	Comfortdelgro	1.51	1.8	Accumulate
09/22/25	Kim Eng	Comfortdelgro	1.49	1.7	Buy	DCF
09/22/25	Lim & Tan	Comfortdelgro	1.49	1.73	Accumulate
10/10/25	DBS Vickers	Comfortdelgro	1.49	1.8	Buy	PB1.3x & EV/Ebitda5.4x

CNMC - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
10/16/24	Lim & Tan	CNMC	0.245	0	Buy
12/09/24	Lim & Tan	CNMC	0.255	0	Buy
01/02/25	Lim & Tan	CNMC	0.245	0	Buy
01/02/25	SAC Capital	CNMC	0.245	0.33	Buy
02/05/25	Lim & Tan	CNMC	0.305	0	Buy
03/11/25	Lim & Tan	CNMC	0.31	0.43	Accumulate
03/17/25	SAC Capital	CNMC	0.325	0.45	Buy
03/20/25	Lim & Tan	CNMC	0.335	0.48	Buy	PER12.1x FY25 & DCF
04/01/25	phillip	CNMC	0.345	0.49	Buy	DCF, PER10.3x FY25
06/02/25	Lim & Tan	CNMC	0.425	0	Buy
06/20/25	phillip	CNMC	0.435	0.544	Buy	DCF
08/15/25	phillip	CNMC	0.64	0.7	Buy	DCF, PER9.1x FY25
09/04/25	SAC Capital	CNMC	0.775	1.13	Buy	PER
10/03/25	phillip	CNMC	1.15	1.34	Buy	DCF, PER12.2x FY25

Stock calls for 17 October 2025

Date	Analyst	Company	Last	Target	Call	Valuation
10/17/25	UOB Kay Hian	Bumitama	1.28	1.2	Hold	PER9.5x FY26
10/17/25	Lim & Tan	Capitaland Investment	2.65	3.39	Buy
10/17/25	Phillip	China Aviation Oil	1.28	1.5	Buy
10/17/25	CIMB	DBS	52.51	54.9	Add	GGM
10/17/25	DBS Vickers	Frencken	1.42	2.03	Buy	PER20x FY25/26
10/17/25	Amfrasers	Isoteam	0.081	0.099	outperform	DCF
10/17/25	DBS Vickers	OCBC	16.81	15.8	Hold	GGM, PB1.1x FY26
10/17/25	Lim & Tan	Q&M	0.47	0.49	Buy
10/17/25	UOB Kay Hian	SIA	6.53	6.03	Sell	PB1.17x FY26
10/17/25	Phillip	SIA	6.53	5.94	Reduce	PB1.1x FY25
10/17/25	phillip	SIA Engineering	3.43	3.83	Buy
10/17/25	Kim Eng	Starhub	1.13	1.35	Buy	DCF
10/17/25	DBS Vickers	UMS	1.36	1.84	Buy	PER25x FY25/26
10/17/25	DBS Vickers	UOB	34.58	33.9	Hold	GGM, PB1x FY26

Civmec - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
06/20/24	Lim & Tan	Civmec	0.82	1.14	Accumulate
06/21/24	UOB Kay Hian	Civmec	0.815	1.23	Buy	PER11x FY24
07/02/24	Kim Eng	Civmec	0.83	1.05	Buy
07/02/24	Lim & Tan	Civmec	0.83	1.14	Accumulate
07/16/24	Lim & Tan	Civmec	0.87	1.2	Accumulate	PER11x FY24
08/30/24	Kim Eng	Civmec	0.94	1.05	Buy
08/30/24	Lim & Tan	Civmec	0.94	1.2	Accumulate
09/16/24	Lim & Tan	Civmec	0.94	1.2	Accumulate	PER10.1x
09/16/24	UOB Kay Hian	Civmec	0.94	1.32	Buy
10/01/24	Lim & Tan	Civmec	1	1.2	Accumulate	PER10.1x
10/22/24	UOB Kay Hian	Civmec	1.04	1.4	Buy	PER12x FY25
10/30/24	Lim & Tan	Civmec	1.12	1.29	Accumulate
11/01/24	UOB Kay Hian	Civmec	1.13	1.4	Buy	PER12x FY25
12/10/24	Lim & Tan	Civmec	1.12	0	Accumulate on weakness
01/02/25	UOB Kay Hian	Civmec	1.08	1.4	Buy	PER12x FY25
01/02/25	Kim Eng	Civmec	1.08	1.2	Buy
01/14/25	Lim & Tan	Civmec	1.04	0	Accumulate on weakness
02/14/25	Lim & Tan	Civmec	1.05	0.83	Sell
02/17/25	UOB Kay Hian	Civmec	0.895	0.98	Hold	PER12x FY26
02/18/25	Kim Eng	Civmec	0.875	0.89	Hold
03/12/25	Lim & Tan	Civmec	0.785	0.83	Sell
06/26/25	Lim & Tan	Civmec	0.86	0	Accumulate on weakness
07/02/25	Lim & Tan	Civmec	0.905	0.96	Accumulate on weakness
07/24/25	UOB Kay Hian	Civmec	0.935	0.8	Hold
07/24/25	Kim Eng	Civmec	0.935	1.05	Buy	PER14x FY26
08/29/25	Lim & Tan	Civmec	0.945	0	Accumulate on weakness
10/07/25	Lim & Tan	Civmec	1.14	0	Accumulate