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Monday, January 18, 2021

Stock calls for 18 January 2021

Date

Analyst

Company

Last

Target

Call

Valuation

01/18/21

Phillip

A-Reit

3.04

3.61

Buy


01/18/21

Lim & Tan

ART

1.13

0

Neutral


01/18/21

Phillip

Capitaland Integrated Commercial Trust

2.28

2.33

Buy


01/18/21

Credit Suisse

Capitaland Integrated Commercial Trust

2.28

2.6

Outperform


01/18/21

phillip

Dasin Retail

0.775

0.91

Accumulate


01/18/21

UOB Kay Hian

Food Empire

0.75

0.95

Buy


01/18/21

Phillip

Fortress Minerals

0.31

0.47

Buy

PER11x FY21

01/18/21

Credit Suisse

Frasers Centrepoint Trust

2.6

2.97

outperform


01/18/21

Phillip

Ireit

0.66

0.68

Accumulate


01/18/21

CIMB

Jiutian

0.1

0.145

Add

PER5.7x FY22

01/18/21

Phillip

Keppel DC Reit

2.85

2.91

Neutral


01/18/21

Credit Suisse

Keppel DC Reit

2.85

3.08

Outperform


01/18/21

Phillip

Lendlease Reit

0.82

0.78

Accumulate


01/18/21

Credit Suisse

Mapletree Commercial

2.19

2.26

Neutral

Up from $2.20

01/18/21

phillip

Prime US Reit

0.83

0.94

Buy


01/18/21

CIMB

SPH Reit

0.87

1.06

Add


01/18/21

OCBC

SPH Reit

0.87

0.88

Hold


01/18/21

UOB Kay Hian

Thai Beverage

0.775

0.85

Buy

Sum of parts

Singapore Nodx rose 6.8% in Dec 2020.

https://sg.finance.yahoo.com/news/singapores-december-exports-rise-6-003000864.html

Year on year changes (YOY):

December 2020: 6.8%

November 2020: -4.9%

October 2020: -3.1%

September 2020: 5.9%

August 2020: 7.7%

July 2020: 6%

June 2020: 16.1% (Revised to 13.9%)

May 2020: -4.6%

April 2020: 9.7%

March 2020: 17.6%

February 2020: 3% (Revised to 3.1%)

January 2020: - 3.3%

December 2019: 2.4%

November 2019: - 5.9%

October 2019: - 12.3%

September 2019: -8.1%

August 2019: - 8.9%

July 2019: -11.2%

June 2019: -17.3%

May 2019: -15.9%

April 2019: -10%

March 2019: -11.7%

February 2019: 4.9%

January 2019: -10.1%

December 2018: -8.5%

November 2018: -2.6%

October 2018: 8.3%

September 2018: 8.3%

August 2018: 5%

July 2018: 11.8% (Corrected)

June 2018: 1.1%

May 2018: 15.5%

April 2018: 11.8%

March 2018: -2.7%

February 2018: -5.9%

January 2018: 13%

December 2017: 3.1%

November 2017: 9.1%

October 2017: 20.9%

September 2017: -1.1%

August 2017: 16.7%

July 2017: 8.5%

June 2017: 8.2%

May 2017: -1.2%

Apr 2017: -0.7%

Mar 2017: 16.5%

Feb 2017: 21.1%

Jan 2017: 8.6%

Friday, January 15, 2021

Hyphens Pharma - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

03/04/20

DMG & Partners

Hyphens Pharma

0.23

0.27

Buy

DCF

05/15/20

DMG & Partners

Hyphens Pharma

0.24

0.27

Buy

DCF

07/20/20

Phillip

Hyphens Pharma

0.42

0.435

Accumulate

DCF

08/20/20

Phillip

Hyphens Pharma

0.45

0.495

Accumulate

DCF

11/09/20

Amfrasers

Hyphens Pharma

0.405

0.48

Buy

PER17x FY21

11/16/20

Phillip

Hyphens Pharma

0.345

0.365

Accumulate

DCF

Hutchison Port - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

02/11/20

DBS Vickers

Hutchison Port

0.161

0.17

Hold


06/02/20

DBS Vickers

Hutchison Port

0.112

0.12

Hold

DCF

08/06/20

DBS Vickers

Hutchison Port

0.102

0.14

Buy

DCF

09/07/20

DBS Vickers

Hutchison Port

0.106

0.14

Buy


11/03/20

DBS Vickers

Hutchison Port

0.142

0.14

Buy


11/18/20

DBS Vickers

Hutchison Port

0.152

0.22

Buy

DCF

01/06/21

DBS Vickers

Hutchison Port

0.198

0.22

Buy


HRnetGroup - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

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