Date | Analyst | Company | Last | Target | Call | Valuation |
05/19/20 | DBS Vickers | Sembcorp Industries | 1.55 | 1.7 | Hold | Sum of parts, PB0.5x |
05/19/20 | Lim & Tan | Sembcorp Industries | 1.55 | 0 | Hold | |
05/19/20 | UOB Kay Hian | Sembcorp Industries | 1.55 | 1.7 | Hold | Buy @ $1.50 |
05/19/20 | CIMB | Sembcorp Industries | 1.55 | 1.76 | Hold | |
05/20/20 | DMG & Partners | Sembcorp Industries | 1.55 | 2 | Buy | Sum of parts |
06/01/20 | DBS Vickers | Sembcorp Industries | 1.36 | 1.7 | Buy | Sum of parts (10% discount) |
06/09/20 | DMG & Partners | Sembcorp Industries | 1.53 | 2.11 | Buy | Sum of parts |
06/09/20 | CIMB | Sembcorp Industries | 1.53 | 2.49 | Add | Sum of parts |
06/09/20 | Lim & Tan | Sembcorp Industries | 1.53 | 0 | Buy | |
07/07/20 | DMG & Partners | Sembcorp Industries | 1.87 | 2.11 | Buy | Sum of parts |
07/20/20 | UOB Kay Hian | Sembcorp Industries | 1.78 | 2.2 | Buy | Sum of parts |
07/20/20 | Lim & Tan | Sembcorp Industries | 1.78 | 0 | Accumulate | |
07/20/20 | CIMB | Sembcorp Industries | 1.78 | 2.27 | Add | |
09/02/20 | Lim & Tan | Sembcorp Industries | 1.86 | 0 | Accumulate | |
09/08/20 | UOB Kay Hian | Sembcorp Industries | 1.92 | 2.2 | Buy | Sum of parts |
09/09/20 | phillip | Sembcorp Industries | 1.91 | 2.72 | Buy | PB0.7x FY21 + 4.911 SCM shares |
09/14/20 | OCBC | Sembcorp Industries | 1.18 | 1.27 | Hold | Sum of parts, PB0.75x |
09/17/20 | phillip | Sembcorp Industries | 1.34 | 1.75 | Buy | PB0.7x FY21 |
09/18/20 | UOB Kay Hian | Sembcorp Industries | 1.31 | 1.66 | Buy | |
09/18/20 | CIMB | Sembcorp Industries | 1.31 | 1.95 | Add | PB1x CY21 |
10/29/20 | UOB Kay Hian | Sembcorp Industries | 1.61 | 1.66 | Buy | |
11/24/20 | UOB Kay Hian | Sembcorp Industries | 1.73 | 2.02 | Buy | |
12/08/20 | Lim & Tan | Sembcorp Industries | 1.79 | 0 | Buy on weakness | |
01/08/21 | Lim & Tan | Sembcorp Industries | 1.77 | 0 | Neutral | |
01/25/21 | UOB Kay Hian | Sembcorp Industries | 1.77 | 2.02 | Buy | |
02/23/21 | Lim & Tan | Sembcorp Industries | 1.62 | 0 | Accumulate | |
02/24/21 | CIMB | Sembcorp Industries | 1.66 | 1.97 | Add | PB1x CY21 |
02/24/21 | UOB Kay Hian | Sembcorp Industries | 1.66 | 2 | Buy | |
02/24/21 | DBS Vickers | Sembcorp Industries | 1.66 | 1.85 | Buy | |
02/25/21 | phillip | Sembcorp Industries | 1.62 | 1.77 | Accumulate | PB0.85x FY21 |
03/15/21 | CIMB | Sembcorp Industries | 1.82 | 1.97 | Add | PB1x CY21 |
03/17/21 | UOB Kay Hian | Sembcorp Industries | 1.82 | 2 | Buy | PB |
04/08/21 | UOB Kay Hian | Sembcorp Industries | 1.95 | 2.27 | Buy | PB |
04/19/21 | HSBC | Sembcorp Industries | 1.94 | 2.61 | Buy | Up from $1.68, PB1.3x FY21 |
04/19/21 | Credit Suisse | Sembcorp Industries | 1.94 | 2.4 | Outperform | sum of parts, PB1.2x FY21 |
04/22/21 | OCBC | Sembcorp Industries | 2.18 | 2.5 | Buy |
Wednesday, May 5, 2021
Sembcorp Industries - Stock calls
SBS Transit - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
08/20/20 | Lim & Tan | SBS Transit | 2.84 | 0 | Hold | |
09/21/20 | CIMB | SBS Transit | 2.79 | 3.4 | Add | |
11/17/20 | CIMB | SBS Transit | 3.1 | 3.6 | Add | |
02/11/21 | CIMB | SBS Transit | 2.97 | 3.6 | Add | |
03/08/21 | CIMB | SBS Transit | 3.02 | 3.6 | Add |
SATS - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
05/04/20 | UOB Kay Hian | SATS | 3.28 | 3.3 | Hold | Buy @ $2.80-2.90 |
05/06/20 | DBS Vickers | SATS | 2.98 | 2.64 | Fully Valued | DCF & PER25x FY22 |
06/01/20 | DBS Vickers | SATS | 2.66 | 2.64 | Hold | DCF & PER25x |
07/13/20 | phillip | SATS | 2.88 | 1.95 | Sell | PB1.35x |
07/13/20 | UOB Kay Hian | SATS | 2.88 | 2.93 | Hold | EV/Invested capital basis |
07/13/20 | Lim & Tan | SATS | 2.88 | 0 | Avoid | |
07/14/20 | DBS Vickers | SATS | 2.78 | 2.83 | Hold | DCF & PER25x FY22 |
07/14/20 | OCBC | SATS | 2.78 | 2.76 | Hold | |
07/14/20 | CIMB | SATS | 2.78 | 2.8 | Reduce | |
08/25/20 | CIMB | SATS | 3.08 | 3 | Hold | PB2.1x FY21 |
08/25/20 | phillip | SATS | 3.08 | 1.95 | Sell | PB1.35x |
08/25/20 | UOB Kay Hian | SATS | 3.08 | 2.67 | Sell | |
08/25/20 | Lim & Tan | SATS | 3.08 | 0 | Avoid | |
09/04/20 | CIMB | SATS | 3.01 | 3 | Hold | DCF & PB2.1x FY21 |
09/04/20 | OCBC | SATS | 3.01 | 2.93 | Hold | |
09/08/20 | DBS Vickers | SATS | 2.98 | 3.15 | Hold | DCF, PER25x FY22 |
09/11/20 | UOB Kay Hian | SATS | 2.91 | 3.1 | Hold | Buy @ $2.75 |
10/01/20 | DBS Vickers | SATS | 2.83 | 3.66 | Buy | DCF & PER25x FY22 |
10/08/20 | UOB Kay Hian | SATS | 3.11 | 3.4 | Buy | |
10/28/20 | CIMB | SATS | 3.14 | 3 | Hold | |
11/03/20 | DBS Vickers | SATS | 3.07 | 3.66 | Buy | |
11/13/20 | UOB Kay Hian | SATS | 3.6 | 3.62 | Hold | Buy @ $3.30 |
11/16/20 | OCBC | SATS | 3.8 | 4.31 | Buy | |
11/16/20 | CIMB | SATS | 3.8 | 3.27 | Hold | |
11/16/20 | DBS Vickers | SATS | 3.8 | 4.02 | Buy | DCF & PER25x FY22 |
11/17/20 | DBS Vickers | SATS | 3.99 | 4.5 | Buy | DCF & PER25x FY22 |
11/19/20 | phillip | SATS | 4.1 | 4.4 | Neutral | PB3.3x |
01/04/21 | DBS Vickers | SATS | 3.98 | 4.5 | Buy | |
02/02/21 | CIMB | SATS | 3.85 | 4.3 | Add | DCF |
02/02/21 | DBS Vickers | SATS | 3.85 | 4.5 | Buy | |
02/11/21 | UOB Kay Hian | SATS | 4.09 | 3.96 | Hold | DCF |
02/15/21 | OCBC | SATS | 4.12 | 4.95 | Buy | |
03/19/21 | UOB Kay Hian | SATS | 4.56 | 4.27 | Hold | EV/Invested capital basis |
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