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Tuesday, November 30, 2021

Stock calls for 30 November 2021

Date

Analyst

Company

Last

Target

Call

Valuation

11/30/21

DBS Vickers

Keppel Reit

1.11

1.4

Buy


11/30/21

Lim & Tan

Keppel Reit

1.11

0

Hold


11/30/21

DMG & Partners

Singtel

2.41

3.37

Buy


11/30/21

SAC Capital

ST Group Food

0.15

0.26

Buy

DCF

11/30/21

UOB Kay Hian

Yangzijiang

1.3

2

Buy


The world economic conditions have deteriorated further. - Part 3

https://sg.finance.yahoo.com/news/china-factory-activity-edges-november-015502713.html

China manufacturing PMI has rebounded to 50.1 in November which is in the expansion territory.  This was just what we had expected in our previous projection.


"Furthermore, China's GDP has also declined to 4.9% but we believe that this figure will be the trough for China since its GDP growth will rebound in Q4 due to the upcoming festive season (CNY)."

We continue to have our optimism as the manufacturing sector has to meet consumer demands for the upcoming CNY festival.

If you would like to know the relationship between PMI and GDP, please read our previous post below.


Monday, November 29, 2021

Boustead Projects - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/04/21

CIMB

Boustead Projects

0.805

1.33

Add

RNAV (30% discount)

05/27/21

CIMB

Boustead Projects

1.11

1.4

Add


11/16/21

CIMB

Boustead Projects

0.99

1.4

Add


Boustead - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

03/18/21

CIMB

Boustead

0.905

1.4

Add

Sum of parts

06/01/21

CIMB

Boustead

1.22

1.4

Add

Sum of parts (20% discount)

11/16/21

CIMB

Boustead

1.02

1.4

Add

Sum of parts (20% discount)

BHG Retail - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

06/30/21

DBS Vickers

BHG Retail

0.55

0.6

Buy

DCF

08/30/21

DBS Vickers

BHG Retail

0.58

0.57

Hold


Stock calls for 29 November 2021

Date

Analyst

Company

Last

Target

Call

Valuation

11/29/21

DBS Vickers

Ireit

0.635

0.76

Buy


11/29/21

Phillip

Ix Biopharma

0.23

0.355

Buy

DCF

11/29/21

Lim & Tan

LHN

0.365

0

Take Profit


11/29/21

DMG & Partners

Marco Polo

0.029

0.04

Buy


11/29/21

DMG & Partners

ST Engineering

3.85

4.85

Buy


11/29/21

Phillip

Thai Beverage

0.695

0.765

Accumulate

PER18x FY22

11/29/21

DBS Vickers

Thai Beverage

0.695

0.92

Buy


11/29/21

UOB Kay Hian

Thai Beverage

0.695

0.92

Buy

Sum of parts

11/29/21

Lim & Tan

Thai Beverage

0.695

0

Accumulate on weakness


Saturday, November 27, 2021

Aztech - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

04/22/21

DBS Vickers

Aztech

1.38

1.85

Buy

PER17.9x FY21

04/23/21

UOB Kay Hian

Aztech

1.34

1.86

Buy

PER12.9x

04/23/21

CIMB

Aztech

1.34

1.91

Add

PER16x FY22

04/26/21

Kim Eng

Aztech

1.41

1.86

Buy

PER18x FY21

05/25/21

CIMB

Aztech

1.33

1.91

Add


06/25/21

UOB Kay Hian

Aztech

1.23

1.86

Buy


07/29/21

UOB Kay Hian

Aztech

1.23

1.86

Buy

PER18.4x FY21

08/02/21

DBS Vickers

Aztech

1.27

1.74

Buy

PER17.9x FY21

08/02/21

CIMB

Aztech

1.27

1.82

Add


08/02/21

Kim Eng

Aztech

1.27

1.86

Buy


09/06/21

CIMB

Aztech

1.07

1.82

Add


10/15/21

DBS Vickers

Aztech

1.09

1.67

Buy

PER17.9x FY21

10/15/21

UOB Kay Hian

Aztech

1.09

1.7

Buy

PER13.3x FY22

10/18/21

Kim Eng

Aztech

1.07

1.26

Buy

PER10x FY22