Date | Analyst | Company | Last | Target | Call | Valuation |
01/22/20 | Lim & Tan | Parkway Life | 3.4 | 0 | Hold | |
01/29/20 | UOB Kay Hian | Parkway Life | 3.6 | 3.78 | Buy | DDM |
02/13/20 | DBS Vickers | Parkway Life | 3.56 | 4 | Buy | DCF |
04/23/20 | UOB Kay Hian | Parkway Life | 3.34 | 3.78 | Buy | DDM |
04/23/20 | CIMB | Parkway Life | 3.34 | 3.38 | Hold | DDM |
04/27/20 | Lim & Tan | Parkway Life | 3.31 | 0 | Hold | |
07/29/20 | UOB Kay Hian | Parkway Life | 3.44 | 3.8 | Buy | DDM |
07/29/20 | Lim & Tan | Parkway Life | 3.44 | 0 | Hold | |
07/30/20 | CIMB | Parkway Life | 3.44 | 3.43 | Hold | |
09/04/20 | DBS Vickers | Parkway Life | 3.89 | 4 | Buy | |
11/05/20 | CIMB | Parkway Life | 4.1 | 4.03 | Hold | DDM |
12/11/20 | Lim & Tan | Parkway Life | 3.82 | 0 | Hold | |
01/27/21 | CIMB | Parkway Life | 4.06 | 4.11 | Hold |
Monday, February 8, 2021
Parkway Life - Stock calls
Stock calls for 8 February 2021
Date | Analyst | Company | Last | Target | Call | Valuation |
02/08/21 | Phillip | A-Reit | 3.11 | 3.73 | Buy | DDM |
02/08/21 | Lim & Tan | BRC Asia | 1.59 | 1.9 | Accumulate | |
02/08/21 | DMG & Partners | Food Empire | 0.875 | 1.27 | Buy | |
02/08/21 | CIMB | ISDN | 0.715 | 0.72 | Hold | |
02/08/21 | Phillip | Micro-Mechanics | 3.58 | 3.35 | Neutral | PER21x FY21, Ex-cash |
02/08/21 | phillip | Q&M | 0.485 | 0.7 | Buy | PER20x FY21 + assoc cap |
02/08/21 | UOB Kay Hian | SIA | 4.17 | 4 | Hold | Buy @ $3.80 |
02/08/21 | OCBC | SIA | 4.17 | 4.8 | Buy | |
02/08/21 | CIMB | Thai Beverage | 0.82 | 0.872 | Add | |
02/08/21 | Phillip | UG Healthcare | 0.79 | 1.03 | Buy | PER7x FY22 |
02/08/21 | CIMB | UG Healthcare | 0.79 | 1.7 | Add | |
02/08/21 | DMG & Partners | UG Healthcare | 0.79 | 0.95 | Buy |
South Africa suspends Astrazeneca covid vaccine.
https://www.dw.com/en/south-africa-suspends-rollout-of-oxford-astrazeneca-coronavirus-vaccine/a-56491411
Astrazeneca's vaccine is found to be ineffective against B1351 variant in South Africa (SA). Therefore, SA suspends Astrazeneca's vaccine.
This variant will become the dominant virus in the US by March 2021.
Saturday, February 6, 2021
US rig count (Weekly) - 392
Related stock: Sembcorp Marine & Cosco. Keppel Corp has terminated its rig building business.
The world is not the same anymore, so is travelling!
https://sg.news.yahoo.com/coming-soon-vaccine-passport-195441490.html
Vaccination requirements will become mandatory soon for travelling overseas!
Anti-vaxxers cannot travel overseas anymore!
The world is really not the same anymore and annual vaccination will be needed because the vaccination is not long-lasting.
Market distortions are precursors of an impending financial crisis. - Part 2
http://sg-stock.blogspot.com/2020/08/market-distortions-are-precursors-of.html
We had stated above that excessive monetary policies beyond a certain threshold will create market distortions and an ensuing financial crisis.
There are excessive money supplies that the money managers have nowhere to invest anymore and they are trying to lend relentlessly by calling up companies. This will definitely encourage high-risk lendings, create market distortions and increase defaults in the future.
Consequently, the collateralized loan obligations are also booming now as shown below. Does anyone still remember the collateralized debt obligations fiasco (Lehman Bros' mini-bonds collapse!). We all knew what happened in the end.
The US inflation is coming - Part 10
We had stated previously that the US would be facing inflation in 2021.
It looks like inflation will be rearing its head in 2021 because many experts are talking about inflation nowadays.
Friday, February 5, 2021
Hot news: New Covid strains may even escape the immune response.
https://www.cnbc.com/2021/02/04/biden-covid-advisor-new-covid-strains-may-escape-immune-response-.html
Omg!
Quote:
“They’re more virulent, can cause more death, and some of them may even escape the immune response, whether it’s natural or from the vaccine,” said Dr. Celine Gounder.
The world will never be the same if the new variants keep appearing!
Pan-United - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/28/20 | Lim & Tan | PanUnited | 0.375 | 0 | Buy on weakness | |
02/11/20 | Lim & Tan | PanUnited | 0.365 | 0.56 | Buy | PB2x FY21 |
04/06/20 | Lim & Tan | PanUnited | 0.27 | 0 | Hold | |
06/18/20 | Lim & Tan | PanUnited | 0.31 | 0 | Buy | |
06/23/20 | Lim & Tan | PanUnited | 0.315 | 0 | Hold | |
08/04/20 | Lim & Tan | PanUnited | 0.29 | 0.31 | Hold | PB1x FY20 |
09/11/20 | Lim & Tan | PanUnited | 0.29 | 0.31 | Hold | PB1x FY20 |
Oxley - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/08/20 | DMG & Partners | Oxley | 0.375 | 0.43 | Buy | |
02/11/20 | UOB Kay Hian | Oxley | 0.34 | 0.49 | Buy | |
02/12/20 | DMG & Partners | Oxley | 0.34 | 0.42 | Buy | RNAV (45% discount) |
03/27/20 | DMG & Partners | Oxley | 0.22 | 0.36 | Buy | RNAV (55% discount) |
04/07/20 | DMG & Partners | Oxley | 0.199 | 0.36 | Buy | |
04/13/20 | UOB Kay Hian | Oxley | 0.225 | 0.48 | Buy | RNAV (30% discount) |
04/13/20 | DMG & Partners | Oxley | 0.225 | 0.31 | Buy | RNAV (55% discount) |
05/27/20 | DMG & Partners | Oxley | 0.23 | 0.29 | Buy | RNAV (55% discount) |
07/14/20 | DMG & Partners | Oxley | 0.235 | 0.29 | Buy | |
09/01/20 | UOB Kay Hian | Oxley | 0.225 | 0.37 | Buy | RNAV (30% discount) |
09/28/20 | DMG & Partners | Oxley | 0.215 | 0.27 | Buy | |
01/13/21 | DMG & Partners | Oxley | 0.235 | 0.27 | Buy |
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