Sembcorp Marine - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
05/13/20	DMG & Partners	Sembcorp Marine	0.735	1.28	Buy	PB1.26x FY20
05/14/20	UOB Kay Hian	Sembcorp Marine	0.71	0.81	Hold	Buy @ $0.65
05/14/20	DBS Vickers	Sembcorp Marine	0.71	0.72	Hold	PB0.7x
05/14/20	CIMB	Sembcorp Marine	0.71	0.8	Hold	PB0.8x CY20
06/05/20	Lim & Tan	Sembcorp Marine	0.85	0	Hold
06/09/20	DMG & Partners	Sembcorp Marine	0.85	1.13	Buy	PB1.1x
06/09/20	Lim & Tan	Sembcorp Marine	0.85	0	Sell
07/07/20	DMG & Partners	Sembcorp Marine	0.47	1.13	Buy
07/16/20	DMG & Partners	Sembcorp Marine	0.455	0.55	Buy	PB0.82x
07/16/20	UOB Kay Hian	Sembcorp Marine	0.455	0.49	Hold	Buy @ $0.40
07/16/20	Lim & Tan	Sembcorp Marine	0.455	0	Avoid
08/20/20	Amfrasers	Sembcorp Marine	0.21	0.23	Neutral	PB0.8x
10/29/20	UOB Kay Hian	Sembcorp Marine	0.128	0.154	Sell
10/29/20	CIMB	Sembcorp Marine	0.128	0.129	Hold
10/29/20	OCBC	Sembcorp Marine	0.128	0.14	Hold
11/12/20	UOB Kay Hian	Sembcorp Marine	0.129	0.125	Hold	PB0.7x FY21, Buy @ $0.105
11/17/20	CIMB	Sembcorp Marine	0.131	0.139	Hold
12/14/20	UOB Kay Hian	Sembcorp Marine	0.162	0.125	Sell
02/23/21	Lim & Tan	Sembcorp Marine	0.152	0	Hold
02/24/21	OCBC	Sembcorp Marine	0.155	0.145	Hold	PB0.5x
02/24/21	CIMB	Sembcorp Marine	0.155	0.141	Hold
02/24/21	UOB Kay Hian	Sembcorp Marine	0.155	0.16	Hold	PB0.6x
02/26/21	DBS Vickers	Sembcorp Marine	0.155	0.14	Hold	PB0.5x FY21
03/31/21	CIMB	Sembcorp Marine	0.18	0.141	Hold	PB0.5x CY21
05/03/21	Lim & Tan	Sembcorp Marine	0.21	0	Hold
05/04/21	UOB Kay Hian	Sembcorp Marine	0.205	0.18	Hold	PB0.7x
05/04/21	CIMB	Sembcorp Marine	0.205	0.226	Hold	PB0.8x
05/05/21	DBS Vickers	Sembcorp Marine	0.2	0.2	Hold	PB0.7x
06/08/21	Lim & Tan	Sembcorp Marine	0.2	0	Hold
06/25/21	OCBC	Sembcorp Marine	0.191	0.09	Sell	PB0.8x
06/25/21	UOB Kay Hian	Sembcorp Marine	0.191	0.18	Hold
06/29/21	UOB Kay Hian	Sembcorp Marine	0.133	0.124	Hold	Ex-Rights
06/29/21	CIMB	Sembcorp Marine	0.133	0.226	Hold
07/30/21	CIMB	Sembcorp Marine	0.108	0.093	Hold
07/30/21	UOB Kay Hian	Sembcorp Marine	0.108	0.124	Hold	PB0.51x

Stock calls for 3 August 2021

Date	Analyst	Company	Last	Target	Call	Valuation
08/03/21	DMG & Partners	A-Reit	3.12	3.5	Buy
08/03/21	CIMB	A-Reit	3.12	3.31	Add
08/03/21	Kim Eng	A-Reit	3.12	3.65	Buy	DDM
08/03/21	DBS Vickers	CDL Hospitality	1.2	1.35	Buy
08/03/21	CIMB	Credit Bureau	1.3	1.53	Add	DCF
08/03/21	OCBC	Far East Hospitality	0.595	0.64	Buy
08/03/21	UOB Kay Hian	Japfa	0.735	0.77	Hold	Sum of parts
08/03/21	Lim & Tan	Keppel Corp	5.49	0	Accumulate
08/03/21	CIMB	OUE Commercial	0.435	0.45	Hold
08/03/21	CIMB	Sheng Siong	1.54	1.6	Hold
08/03/21	DBS Vickers	Sheng Siong	1.54	1.77	Buy
08/03/21	DBS Vickers	SPH	1.88	2.1	Accept offer	offer price $2.10
08/03/21	CIMB	SPH	1.88	2.19	Buy	Sum of parts
08/03/21	Lim & Tan	SPH	1.88	0	Accept offer
08/03/21	DBS Vickers	SPH Reit	0.905	0.92	Hold	DCF
08/03/21	Lim & Tan	SPH Reit	0.905	0	Hold
08/03/21	DBS Vickers	Wilmar	4.3	6.67	Buy	Sum of parts, PER21x FY21