Date | Analyst | Company | Last | Target | Call | Valuation |
01/15/21 | DMG & Partners | First Resources | 1.63 | 1.9 | Buy | |
01/15/21 | CIMB | GKE | 0.138 | 0.184 | Add | Sum of parts |
01/15/21 | Jefferies | Ifast Corp | 4.28 | 4.35 | Buy | |
01/15/21 | OCBC | SIA | 4.35 | 3.7 | Sell | |
01/15/21 | Kim Eng | SPH Reit | 0.86 | 0.8 | Hold | DDM |
Friday, January 15, 2021
Stock calls for 15 January 2021
Is Sinovac's vaccine so lousy? - Part 2
https://www.globaltimes.cn/page/202101/1212746.shtml
Omg! Pfizer's vaccine has as low as 19% efficacy if it follows Sinovac's standard.
It turns out that Pfizer has not released its raw data for peer reviews to verify its efficacy and it can include or exclude any test subject for its assessment.
Like I said before, pharmaceutical companies will make false claims just to sell their drugs.
http://sg-stock.blogspot.com/2021/01/pharmaceutical-companies-will-make.html
Thursday, January 14, 2021
Is Sinovac's vaccine so lousy?
Well, I am a staunch believer in the saying, the devil lies in the details, and have conducted my own research on Sinovac's vaccine efficacy.
I will reveal what I've found out for the newly published low efficacy rate (50.4%).
https://fortune.com/2021/01/13/sinovac-vaccine-efficacy-rate-drop/
It turns out that Sinovac has more stringent and comprehensive trials conducted in Brazil compared to other vaccine manufacturers.
Sinovac's efficacy included many mild and asymptomatic subjects but other vaccine manufacturers didn't count these subjects as infected cases in their trials which explained the much higher efficacy rates. Furthermore, Sinovac's trials included a lot of high-risk subjects (healthcare workers) compared to the US & UK trials.
However, Sinovac and Astrazeneca have a 100% efficacy rate against severe covid which is the most important because this will mean we won't end up in the hospitals.
Astrazeneca's vaccine has only 62% efficacy when injected with 2 full doses but has 100% efficacy against severe covid.
No matter what, it is still best to be vaccinated because this will protect us from getting a severe covid. However, the immunity might only be temporary (5 months) as stipulated in the latest UK research.
What will I choose then?
Well, I will choose the upcoming J&J's vaccine because it only requires 1 injection and this means that I will only need to suffer the side effects once instead of twice for other vaccines.
HRnetGroup - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 02/28/20 | CIMB | HRnetGroup | 0.58 | 0.58 | Hold | |
| 02/28/20 | DBS Vickers | HRnetGroup | 0.58 | 0.63 | Hold | PER10x FY20, Ex-cash |
| 03/02/20 | DMG & Partners | HRnetGroup | 0.56 | 0.61 | Neutral | PER12x FY20 |
| 06/25/20 | CIMB | HRnetGroup | 0.5 | 0.58 | Hold | |
| 08/13/20 | DBS Vickers | HRnetGroup | 0.48 | 0.5 | Hold | PER7.5x FY20, Ex-cash |
| 08/13/20 | DMG & Partners | HRnetGroup | 0.48 | 0.52 | Neutral | DCF |
| 09/17/20 | CIMB | HRnetGroup | 0.445 | 0.523 | Add | |
| 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 |
Hongkong Land - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 03/06/20 | DBS Vickers | Hongkong Land | 5.05 | 5.81 | Buy | RNAV (50% discount) |
| 03/10/20 | CIMB | Hongkong Land | 4.55 | 6.05 | Add | |
| 05/05/20 | DBS Vickers | Hongkong Land | 4.13 | 5.22 | Buy | RNAV (55% discount) |
| 07/30/20 | Lim & Tan | Hongkong Land | 3.72 | 0 | Buy | |
| 07/30/20 | DBS Vickers | Hongkong Land | 3.72 | 4.94 | Buy | RNAV (55% discount) |
| 08/03/20 | DBS Vickers | Hongkong Land | 3.79 | 4.8 | Buy | RNAV (55% discount) |
| 08/03/20 | CIMB | Hongkong Land | 3.79 | 5.1 | Add | |
| 09/15/20 | Lim & Tan | Hongkong Land | 3.8 | 0 | Buy | |
| 10/16/20 | Lim & Tan | Hongkong Land | 3.79 | 0 | Buy | |
| 12/02/20 | CIMB | Hongkong Land | 4.19 | 5.1 | Add |
Hong Leong Asia - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/28/20 | Lim & Tan | Hong Leong Asia | 0.625 | 0 | Buy on weakness |
Stock calls for 14 January 2021
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/14/21 | DMG & Partners | ARA Logistics | 0.67 | 0.74 | Buy | |
| 01/14/21 | UOB Kay Hian | First Resources | 1.69 | 1.85 | Buy | |
| 01/14/21 | UOB Kay Hian | Food Empire | 0.75 | 0.88 | Buy | |
| 01/14/21 | Lim & Tan | GL Ltd | 0.56 | 0 | Hold | |
| 01/14/21 | CIMB | Ifast Corp | 3.95 | 4.15 | Hold | PER37x FY22 |
| 01/14/21 | UOB Kay Hian | SIA | 4.35 | 3.8 | Sell | PB0.9x FY22 |
| 01/14/21 | DMG & Partners | ST Engineering | 3.88 | 4.4 | Buy | |
| 01/14/21 | Kim Eng | Wilmar | 5.05 | 6.8 | Buy | DCF & PER44x |
The US inflation is coming - Part 7
https://sg.finance.yahoo.com/news/feds-bullard-sees-inflation-rising-160403236.html
St. Louis Fed sees inflation rising!
We had also reported this a week ago.
http://sg-stock.blogspot.com/2021/01/the-us-inflation-is-coming-part-3.html
Let's recap:
1. Oil price is rising.
2. USD index is declining.
3. PMI prices are rising.
4. Freight costs are rising
5. Food prices are rising.
All of these factors are causing inflation.
Wednesday, January 13, 2021
Ho Bee - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 09/14/20 | CIMB | Ho Bee | 2.19 | 2.7 | Add | Up from $2.56 |
| 10/20/20 | UOB Kay Hian | Ho Bee | 2.28 | 3.32 | Buy | RNAV (40% discount) |
Hi-P - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 02/14/20 | DBS Vickers | Hi-P | 1.3 | 1.37 | Hold | PER14x FY20 |
| 02/18/20 | Kim Eng | Hi-P | 1.31 | 1 | Sell | PB1.2x FY20 |
| 03/30/20 | Kim Eng | Hi-P | 0.83 | 0.78 | Hold | Roe-g/Coe-g, PB1x FY20 |
| 04/02/20 | DBS Vickers | Hi-P | 0.835 | 0.85 | Hold | |
| 04/20/20 | Kim Eng | Hi-P | 0.97 | 0.78 | Neutral | PB1x FY20 |
| 08/03/20 | Kim Eng | Hi-P | 1.28 | 1.23 | Hold | PB1.4x FY21 |
| 08/03/20 | DBS Vickers | Hi-P | 1.28 | 1.34 | Hold | PER13x FY21 |
| 08/03/20 | UOB Kay Hian | Hi-P | 1.28 | 1.11 | Sell | |
| 09/09/20 | CIMB | Hi-P | 1.18 | 1.23 | Hold | PB1.52x FY20 |
| 09/30/20 | Kim Eng | Hi-P | 1.13 | 1.23 | Buy | PB1.4x FY21 |
| 10/05/20 | CIMB | Hi-P | 1.14 | 1.23 | Hold | |
| 12/21/20 | Kim Eng | Hi-P | 2 | 1.23 | Sell | Accept offer price of $2 |
| 12/21/20 | Lim & Tan | Hi-P | 2 | 2 | Accept Offer | offer price @ $2 |
Guocoland - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 08/25/20 | Lim & Tan | Guocoland | 1.4 | 0 | Accumulate |
Stock calls for 13 January 2021
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/13/21 | Kim Eng | AEM | 3.84 | 5.05 | Buy | |
| 01/13/21 | CIMB | AEM | 3.84 | 4.63 | Add | |
| 01/13/21 | Kim Eng | Frencken | 1.34 | 1.39 | Buy | |
| 01/13/21 | Macquarie | Genting | 0.87 | 0.95 | outperform | EV/Ebitda |
| 01/13/21 | Amfrasers | Innotek | 0.65 | 0.73 | Outperform | EV/Ebita0.5x |
| 01/13/21 | DMG & Partners | Oxley | 0.235 | 0.27 | Buy | |
| 01/13/21 | CIMB | Riverstone | 1.41 | 2.5 | Add | |
| 01/13/21 | Aminvestment | Top Glove | 2.18 | 2.13 | Hold | Ringgit target $6.50 |
| 01/13/21 | Kim Eng | UMS | 1.2 | 1.41 | Buy | |
| 01/13/21 | Kim Eng | Venture | 19.96 | 23.27 | Buy | |
| 01/13/21 | UOB Kay Hian | Wilmar | 5.08 | 6.4 | Buy |
Hot news: The Brazil covid variant could reinfect ex-covid patient.
A Brazilian was reinfected with covid containing the E484K spike protein mutation in less than 6 months.
This is bad news for mankind because the patient's immunity cannot recognize the mutated E484K spike protein.
It seems that our existing vaccines are produced to recognize the N502Y spike protein but not the E484K spike protein.
Let's wait for scientists to confirm this.
Tuesday, January 12, 2021
Great Eastern - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 02/21/20 | Citibank | Great Eastern | 22.15 | 27 | Buy | |
| 03/18/20 | Citibank | Great Eastern | 18.2 | 19.5 | Hold |
Grand Venture - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 07/06/20 | CIMB | Grand Venture | 0.22 | 0.262 | Add | |
| 08/12/20 | CIMB | Grand Venture | 0.26 | 0.36 | Add |
Golden Agri - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/20/20 | DMG & Partners | Golden Agri | 0.235 | 0.27 | Buy | Sum of parts |
| 03/02/20 | DMG & Partners | Golden Agri | 0.2 | 0.25 | Buy | Sum of parts |
| 03/02/20 | OCBC | Golden Agri | 0.2 | 0.22 | Hold | |
| 03/02/20 | UOB Kay Hian | Golden Agri | 0.2 | 0.22 | Hold | Buy @ $0.20 |
| 03/02/20 | CIMB | Golden Agri | 0.2 | 0.21 | Hold | Sum of parts (20% discount) |
| 03/24/20 | DMG & Partners | Golden Agri | 0.129 | 0.125 | Sell | Sum of parts, PER15x FY20 |
| 05/15/20 | DMG & Partners | Golden Agri | 0.146 | 0.12 | Sell | Sum of parts |
| 06/26/20 | DMG & Partners | Golden Agri | 0.15 | 0.13 | Sell | Sum of parts |
| 08/17/20 | DMG & Partners | Golden Agri | 0.154 | 0.13 | Sell | Sum of parts |
| 08/17/20 | CIMB | Golden Agri | 0.154 | 0.12 | Reduce | |
| 08/25/20 | UOB Kay Hian | Golden Agri | 0.145 | 0.14 | Hold | |
| 11/03/20 | DMG & Partners | Golden Agri | 0.14 | 0.13 | Sell | Sum of parts |
| 11/19/20 | OCBC | Golden Agri | 0.152 | 0.13 | Sell |
Stock calls for 12 January 2021
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/12/21 | Kim Eng | Comfortdelgro | 1.69 | 1.88 | Buy | DCF |
| 01/12/21 | UOB Kay Hian | DBS | 26.92 | 31.48 | Buy | |
| 01/12/21 | UOB Kay Hian | Genting | 0.86 | 1.08 | Buy | |
| 01/12/21 | UOB Kay Hian | OCBC | 10.6 | 14.62 | Buy | |
| 01/12/21 | Amfrasers | Sunpower | 0.855 | 1.45 | outperform | |
| 01/12/21 | DBS Vickers | Sunpower | 0.855 | 0.94 | Buy | DCF |
| 01/12/21 | CIMB | UG Healthcare | 0.665 | 1.7 | Add | |
| 01/12/21 | OCBC | UOB | 23.79 | 26.3 | Buy |
First case of US death after covid vaccination.
https://miami.cbslocal.com/2021/01/11/death-south-florida-doctor-coronavirus-vaccine-investigated/
The American doctor had died 2 weeks later after taking his covid vaccination.
I hope this death has nothing to do with the vaccination because we order the US vaccines too.
Monday, January 11, 2021
GL Ltd - Stock calls
| Date | Analyst | Company | Last | Target | Call |
| 03/19/20 | Lim & Tan | GL Ltd | 0.495 | 0.8 | Hold |
| 07/28/20 | Lim & Tan | GL Ltd | 0.59 | 0.7 | Hold |
| 08/27/20 | Lim & Tan | GL Ltd | 0.555 | 0 | Hold |
| 10/05/20 | Lim & Tan | GL Ltd | 0.525 | 0 | Hold |
Genting - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/14/20 | DBS Vickers | Genting | 0.92 | 1.2 | Buy | |
| 02/10/20 | DBS Vickers | Genting | 0.86 | 1.2 | Buy | |
| 02/11/20 | UOB Kay Hian | Genting | 0.85 | 0.95 | Buy | |
| 02/13/20 | Kim Eng | Genting | 0.875 | 0.99 | Buy | EV/Ebitda7x FY20 |
| 02/13/20 | DMG & Partners | Genting | 0.875 | 0.85 | Neutral | EV/Ebitda7x FY20 |
| 02/13/20 | CIMB | Genting | 0.875 | 1 | Add | EV/Ebitda8x CY21 |
| 02/13/20 | DBS Vickers | Genting | 0.875 | 1.1 | Buy | DCF |
| 03/18/20 | CIMB | Genting | 0.62 | 0.76 | Add | EV/Ebitda7x FY21 |
| 03/18/20 | Kim Eng | Genting | 0.62 | 0.84 | Buy | |
| 03/20/20 | DMG & Partners | Genting | 0.51 | 0.64 | Buy | EV/Ebitda6x FY20/21 |
| 03/20/20 | DBS Vickers | Genting | 0.51 | 0.8 | Buy | DCF & EV/Ebita6x FY20 |
| 04/06/20 | DBS Vickers | Genting | 0.65 | 0.81 | Buy | |
| 04/06/20 | UOB Kay Hian | Genting | 0.65 | 0.8 | Buy | EV/Ebitda8.9x FY20 |
| 05/04/20 | DBS Vickers | Genting | 0.785 | 0.75 | Hold | Sum of parts |
| 05/14/20 | Lim & Tan | Genting | 0.765 | 0 | Sell | |
| 05/14/20 | Kim Eng | Genting | 0.765 | 0.81 | Buy | DCF |
| 05/14/20 | CIMB | Genting | 0.765 | 0.76 | Add | EV/Ebitda7x FY21 |
| 05/15/20 | DMG & Partners | Genting | 0.73 | 0.64 | Take Profit | EV/Ebitda6x FY21 |
| 06/29/20 | Lim & Tan | Genting | 0.76 | 0 | Hold | |
| 07/01/20 | DMG & Partners | Genting | 0.76 | 0.73 | Neutral | EV/Ebitda6x FY21 |
| 07/02/20 | UOB Kay Hian | Genting | 0.765 | 0.8 | Hold | Buy @ $0.68 |
| 07/07/20 | CIMB | Genting | 0.78 | 0.84 | Add | |
| 07/23/20 | Kim Eng | Genting | 0.77 | 0.8 | Hold | DCF |
| 08/07/20 | CIMB | Genting | 0.71 | 0.73 | Add | Ev/Ebitda8.5x CY21 |
| 08/07/20 | OCBC | Genting | 0.71 | 0.68 | Hold | |
| 08/07/20 | HL Investment | Genting | 0.71 | 0.75 | Hold | EV/Ebitda7x FY21, Cut from $0.79 |
| 08/07/20 | DMG & Partners | Genting | 0.71 | 0.62 | Sell | PB1x FY21 |
| 08/07/20 | DBS Vickers | Genting | 0.71 | 0.7 | Hold | Ev/Ebitda7x FY21 & DCF |
| 08/07/20 | Kim Eng | Genting | 0.71 | 0.76 | Hold | DCF |
| 08/24/20 | Lim & Tan | Genting | 0.695 | 0 | Sell | |
| 10/22/20 | UOB Kay Hian | Genting | 0.665 | 0.69 | Hold | EV/Ebitda6x FY21 |
| 11/16/20 | UOB Kay Hian | Genting | 0.745 | 0.98 | Buy | EV/Ebitda10x FY21 |
| 11/16/20 | Kim Eng | Genting | 0.745 | 0.78 | Hold | DCF |
| 11/16/20 | CIMB | Genting | 0.745 | 0.86 | Add | EV/Ebitda8.6x CY22 |
| 11/17/20 | DBS Vickers | Genting | 0.805 | 1 | Buy | Sum of parts |
| 11/17/20 | DMG & Partners | Genting | 0.805 | 0.72 | Neutral | |
| 11/17/20 | OCBC | Genting | 0.805 | 0.96 | Buy | EV/Ebitda8.5x FY21 |
| 12/09/20 | UOB Kay Hian | Genting | 0.85 | 0.98 | Buy | |
| 12/15/20 | Kim Eng | Genting | 0.85 | 0.95 | Buy | DCF |
Stock calls for 11 January 2021
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/11/21 | UOB Kay Hian | Far East Hospitality | 0.62 | 0.74 | Buy | |
| 01/11/21 | UOB Kay Hian | First Resources | 1.49 | 1.75 | Buy | PER12x FY21 |
| 01/11/21 | UOB Kay Hian | Frasers Centrepoint Trust | 2.57 | 3.15 | Buy | DDM |
| 01/11/21 | UOB Kay Hian | Lendlease Reit | 0.775 | 0.97 | Buy | |
| 01/11/21 | UOB Kay Hian | OCBC | 10.73 | 13.48 | Buy | GGM, PB1.19x FY21 |
| 01/11/21 | DBS Vickers | Riverstone | 1.35 | 1.85 | Buy | PER12.8x FY21/22 |
| 01/11/21 | UOB Kay Hian | Riverstone | 1.35 | 2.99 | Buy | PER15.9x FY21 |
| 01/11/21 | UOB Kay Hian | Singapore Medical | 0.33 | 0.46 | Buy | Up from $0.37 |
| 01/11/21 | UOB Kay Hian | Singtel | 2.46 | 2.8 | Buy | DCF |
| 01/11/21 | UOB Kay Hian | Suntec Reit | 1.51 | 1.75 | Buy | |
| 01/11/21 | CIMB | Top Glove | 2.11 | 2.93 | Add | PER16x CY22 |
| 01/11/21 | UOB Kay Hian | United Hamspire | 0.645 | 0.92 | Buy |
The US and UK hospitals are running out of beds!
The US and UK hospitals are running out of beds because of the massive spikes in covid infections and many operations have to be delayed. Furthermore, it is expected that the new 3 infectious variants will overtake their predecessors to become the dominant viruses across the globe. These 3 variants will stress the global healthcare system because they target younger people.
God bless us all!
Pharmaceutical companies will make false claims just to sell their drugs.
Let's take a look at some examples.
https://www.cbsnews.com/news/covid-vaccine-last-years-moderna-ceo/
Moderna CEO proclaimed that his covid vaccine may last for years without any concrete proof. However, scientific research showed otherwise and Moderna had only a small research size.
The Imperil college research also showed that covid antibodies only lasted a few months and we had stated this on numerous postings too.
http://sg-stock.blogspot.com/2020/12/modernas-vaccination-can-last-at-least.html
Gilead also made some false claims about its drug that WHO disputed after its scientific review.
Omg! Another covid variant is detected!
This is the 3rd variant being detected in a very short span of time. This brazil variant is different from the UK and South African variants.
It looks like the covid virus is mutating faster now.
Saturday, January 9, 2021
Wow! Taiwan was involved in the white house's invasion!
A picture can tell a thousand words.
I knew that Taiwan was a staunch pro-Trump supporter but I’ve never expected Taiwan to back Trump up by involving in the white house’s invasion. The white house rioter brandished a big Taiwan's flag during the invasion to show Taiwan’s support for Trump.
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