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Friday, March 27, 2020

UOB - Stock calls

DateAnalystCompanyLastTargetCallValuation
01/02/19DMG & PartnersUOB24.5730.8BuyGGM, PB1.41x FY19
01/03/19CIMBUOB24.3131AddPER11.4x FY20
01/03/19JP MorganUOB24.3130Overweight
01/04/19phillipUOB23.9932.52Buy
01/04/19JefferiesUOB23.9931Buy
01/29/19DMG & PartnersUOB25.8329.8BuyGGM, PB1.37x FY19
01/29/19CIMBUOB25.8332AddGGM, PB1.4x CY19
01/31/19Kim EngUOB25.330.5BuyDDM
02/01/19phillipUOB25.1932.52Buy
02/12/19Kim EngUOB25.3430.5Buy
02/22/19DMG & PartnersUOB25.9829.8BuyPB1.35x FY19
02/22/19CitibankUOB25.9828.6Buy
02/25/19JefferiesUOB25.5830BuyPER12.3x FY19
02/25/19OCBCUOB25.5828.3BuyPB1.2x FY19
02/25/19DBS VickersUOB25.5829.2BuyGGM, PB1.2x
02/25/19phillipUOB25.5832.51BuyGGM, PB1.4x FY19
02/25/19Kim EngUOB25.5829.71BuyDDM
02/25/19CIMBUOB25.5829AddGGM, PB1.3x FY19
02/26/19MacquarieUOB25.3930.5OutperformPB
03/04/19phillipUOB2532.5Buy
03/07/19Kim EngUOB25.129.71Buy
03/11/19CIMBUOB24.9129Add
03/13/19DMG & PartnersUOB25.0429.8BuyPB1.35x FY19
03/26/19OCBCUOB24.9528.3Buy
04/02/19phillipUOB25.4232.5Buy
04/02/19DBS VickersUOB25.4229.2Buy
04/11/19CIMBUOB26.5629Add
04/12/19Kim EngUOB26.5329.71Buy
04/18/19phillipUOB26.8732.02BuyGGM, PB1.4x FY19
04/22/19DMG & PartnersUOB26.829.8Buy
04/24/19DMG & PartnersUOB26.9930.8BuyPB1.29x FY20
05/03/19phillipUOB27.7532.5Buy
05/03/19DMG & PartnersUOB27.7530.8BuyGGM, PB1.29x FY20
05/03/19DBS VickersUOB27.7529.2BuyGGM, PB1.2x FY19
05/03/19CIMBUOB27.7529AddGGM
05/03/19CitibankUOB27.7528.6Hold
05/06/19JefferiesUOB27.7731BuyPER12.4x FY19
05/06/19OCBCUOB27.7728.9HoldGGM, PB1.2x
05/06/19phillipUOB27.7730.87AccumulateGGM, PB1.4x FY19
05/06/19CIMBUOB27.7729.58AddGGM, PB1.3x
05/06/19Lim & TanUOB27.770Buy on weakness
05/07/19OCBCUOB25.8527.3Hold
05/16/19CIMBUOB25.129.58AddGGM
05/22/19Kim EngUOB24.8328.97Buy
06/03/19CIMBUOB23.529.58Add
06/06/19phillipUOB2430.9Accumulate
06/06/19DMG & PartnersUOB2430.8Buy
06/17/19Kim EngUOB24.9928.97Buy
06/20/19OCBCUOB26.1428.9Buy
06/25/19DBS VickersUOB25.8629.2Buy
07/01/19Kim EngUOB26.1328.97Buy
07/02/19OCBCUOB26.6129.4BuyGGM, PB1.3x, PER11.3x
07/03/19phillipUOB26.5530.9Accumulate
07/08/19DMG & PartnersUOB26.2630.8BuyPB1.29x FY20
07/22/19CIMBUOB26.9429.58Add
07/23/19DBS VickersUOB26.829.2Buy
08/02/19DMG & PartnersUOB26.2829.5BuyGGM, PB1.24x FY20
08/02/19Lim & TanUOB26.280Buy on weakness
08/02/19JefferiesUOB26.2830Buy
08/05/19phillipUOB2628.6AccumulateGGM, PB1.3x
08/05/19DBS VickersUOB2629.2BuyGGM, PB1.2x FY19
08/05/19Kim EngUOB2629.13BuyDDM
08/06/19CIMBUOB25.9129.58AddGGM, PB1.3x
08/20/19CIMBUOB25.1529.54Add
08/29/19MacquarieUOB24.4127.2NeutralPB
09/02/19CIMBUOB24.9629.54Add
09/05/19phillipUOB25.128.6Accumulate
09/11/19DMG & PartnersUOB25.7729.5Buy
09/11/19CitibankUOB25.7728.6Buy
09/26/19Kim EngUOB25.3829.13Buy
09/26/19JefferiesUOB25.3829.5Buy
10/01/19DBS VickersUOB25.6629.2Buy
10/02/19DMG & PartnersUOB25.929.5Buy
10/04/19phillipUOB25.3328.6Accumulate
11/01/19CIMBUOB26.8329.54AddGGM, PB1.3x
11/01/19DMG & PartnersUOB26.8329.5BuyGGM, PB1.24x FY20
11/01/19Lim & TanUOB26.830Buy on weakness
11/01/19CitibankUOB26.8327.5Hold
11/04/19phillipUOB26.5727.8AccumulateGGM, PB1.3x
11/04/19Kim EngUOB26.5730.5BuyDDM
11/04/19OCBCUOB26.5729.4Buy
11/04/19DBS VickersUOB26.5729.2BuyGGM, PB1.1x FY20
12/02/19CIMBUOB25.8229.1Add
12/02/19Kim EngUOB25.8230.5Buy
12/03/19DBS VickersUOB25.7729.2Buy
12/03/19DMG & PartnersUOB25.7729.5Buy
12/04/19phillipUOB25.5427.8Accumulate
01/08/20CIMBUOB26.729.1Add
01/08/20DMG & PartnersUOB26.729.5Buy
02/03/20DBS VickersUOB25.6629.2Buy
02/04/20DMG & PartnersUOB25.325.8NeutralGGM, PB1.11x FY20
02/24/20phillipUOB25.6827.8AccumulateGGM, PB1.2x FY20
02/24/20DMG & PartnersUOB25.6825.2NeutralGGM, PB1.07x FY20
02/24/20DBS VickersUOB25.6827.2BuyGGM, PB1.1x FY20
02/24/20CitibankUOB25.6826Hold
02/24/20JefferiesUOB25.6827Hold
03/02/20DBS VickersUOB24.4827.2Buy
03/04/20CitibankUOB24.2724.4Hold
03/05/20DBS VickersUOB2425.5HoldGGM, PB1x FY20
03/05/20CIMBUOB2424.91Hold
03/05/20OCBCUOB2426.3HoldGGM, PB1.2x
03/09/20CitibankUOB23.219.3Sell
03/10/20phillipUOB21.527.8Accumulate
03/10/20JefferiesUOB21.527Hold
03/17/20DBS VickersUOB19.4519HoldGGM, PB0.8x FY20
03/19/20MacquarieUOB19.222.5Outperform
03/23/20DMG & PartnersUOB18.9620NeutralGGM, PB0.85x FY20

Stock calls for 27 March 2020

DateAnalystCompanyLastTargetCallValuation
03/27/20UOB Kay HianCapitamall Trust1.782.72BuyDDM
03/27/20HSBCDairy Farm4.315.05Hold
03/27/20DMG & PartnersOxley0.220.36BuyRNAV (55% discount)
03/27/20UOB Kay HianSATS3.323.96Buy
03/27/20DBS VickersTop Glove2.021.99HoldRinggit target $6.05
03/27/20DBS VickersWilmar3.184BuySum of parts, PER16.3x FY20

omg! The US has set up mobile morgues near the hospitals.

The worst is yet to come to the US and the US is preparing for massive deaths now by setting up mobile morgues near the hospitals.

https://edition.cnn.com/2020/03/26/us/makeshift-morgues-coronavirus-new-york/index.html

The US ER doctor also said the same thing......"We're not at our peak yet!"

https://sg.finance.yahoo.com/news/er-doc-on-coronavirus-im-on-the-front-lines-and-i-can-tell-you-that-were-not-at-our-peak-yet-174323141.html

S&P has started to downgrade its credit rating for a country as we've predicted.

https://sg.finance.yahoo.com/news/p-cuts-mexico-pemex-ratings-041644462.html

S&P has downgraded its credit rating for Mexico.

We had stated this before in early March 2020 and we've been proven right.

http://sg-stock.blogspot.com/2020/03/weve-correctly-predicted-end-of-good-us.html

The US infectious cases have overtaken China!


We told you previously in February 2020 that the US couldn't contain covid-19 outbreak because it also couldn't contain the US flu outbreak.

http://sg-stock.blogspot.com/2020/02/who-has-raised-covid-19-outbreak-to.html

We reiterated this view again in early March 2020.

http://sg-stock.blogspot.com/2020/03/signs-that-us-cannot-contain-covid-19.html

Then, we told you that the US would surpass China in infection cases.

http://sg-stock.blogspot.com/2020/03/why-you-should-sell-into-market.html

It will be a matter of time that the US death toll will surpass China too.  This is the reason why we urge you to sell into the market strength.


Thursday, March 26, 2020

Unusual - Stock calls

DateAnalystCompanyLastTargetCallValuation
09/17/19DMG & PartnersUnusual0.280.42BuyDCF
10/15/19DMG & PartnersUnusual0.270.42BuyDCF
11/19/19DMG & PartnersUnusual0.2950.42BuyDCF
11/20/19UOB Kay HianUnusual0.3050.44Buy
12/05/19DMG & PartnersUnusual0.270.42BuyDCF
12/13/19UOB Kay HianUnusual0.280.44Buy
01/08/20DMG & PartnersUnusual0.2850.42Buy
01/09/20UOB Kay HianUnusual0.2750.44Buy
02/12/20DMG & PartnersUnusual0.20.38BuyDCF
02/14/20DMG & PartnersUnusual0.210.35BuyDCF
02/14/20UOB Kay HianUnusual0.210.32Buy

United Engineers - Stock calls

DateAnalystCompanyLastTargetCallValuation
10/25/19Lim & TanUnited Engineers2.660Sell
12/27/19Lim & TanUnited Engineers2.690Accept offerCash offer @ $2.70

Uni-Asia - Stock calls

DateAnalystCompanyLastTargetCallValuation
03/14/19AmfrasersUni-Asia1.22.07BuySum of parts, PB0.6x FY19, PER9.5x FY19
04/09/19AmfrasersUni-Asia1.161.86BuySum of parts, PB0.6x FY19, PER9.5x FY19
05/17/19AmfrasersUni-Asia1.131.86BuySum of parts, PB0.6x FY19, PER9.5x FY19
08/28/19AmfrasersUni-Asia0.731.24BuySum of parts, PB0.6x FY20, PER8.5x FY20
09/26/19AmfrasersUni-Asia0.711.24BuySum of parts, PB0.6x FY20, PER8.5x FY20
12/03/19AmfrasersUni-Asia0.731.24OutperformSum of parts, PB0.6x FY20, PER8.5x FY20
03/12/20AmfrasersUni-Asia0.560.62Neutral

Stock calls for 26 March 2020

DateAnalystCompanyLastTargetCallValuation
03/26/20CIMBCSE Global0.350.45Add
03/26/20DMG & PartnersJumbo0.210.2NeutralDCF
03/26/20MacquarieKeppel Corp5.47OutperformSum of parts
03/26/20DBS VickersSingtel2.62.8BuySum of parts
03/26/20UOB Kay HianSPH1.742.04Buy
03/26/20DBS VickersStarhub1.271.4BuyDCF