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Friday, December 10, 2021

Econ Healthcare - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

09/13/21

DBS Vickers

Econ Healthcare

0.3

0.4

Buy

DCF

11/18/21

DBS Vickers

Econ Healthcare

0.31

0.4

Buy

DCF

EC World Reit - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

02/25/21

DBS Vickers

EC World Reit

0.72

0.8

Buy

DCF

03/05/21

DMG & Partners

EC World Reit

0.73

0.76

Neutral


05/18/21

DMG & Partners

EC World Reit

0.75

0.83

Trading Buy


08/10/21

DBS Vickers

EC World Reit

0.815

0.9

Buy

DCF

11/10/21

DBS Vickers

EC World Reit

0.815

0.9

Buy

DCF

Don Agro - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

07/23/21

Amfrasers

Don Agro

0.39

0.64

Buy

DCF

Stock calls for 10 December 2021

Date

Analyst

Company

Last

Target

Call

Valuation

12/10/21

UOB Kay Hian

BRC Asia

1.56

1.91

Buy

PER8.8x FY22

12/10/21

DBS Vickers

Capitaland Integrated Commercial Trust

2.04

2.5

Buy

PB1.25x

12/10/21

Lim & Tan

Sembcorp Industries

2

2.55

Buy


12/10/21

CIMB

SGX

9.45

10.4

Add


12/10/21

DMG & Partners

SGX

9.45

10.3

Neutral

PER23x FY22

12/10/21

CIMB

Yangzijiang

1.31

1.91

Add


Thursday, December 9, 2021

Digicore Reit - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

12/07/21

UOB Kay Hian

Digicore Reit

1.01

1.18

Buy

DDM

Delfi - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/06/21

DBS Vickers

Delfi

0.71

0.98

Buy


02/26/21

DBS Vickers

Delfi

0.76

0.96

Buy

PER18x FY21

03/11/21

Lim & Tan

Delfi

0.755

0

Accumulate


08/11/21

DBS Vickers

Delfi

0.845

0.96

Buy

PER18x FY21

08/17/21

DBS Vickers

Delfi

0.845

1.06

Buy

PER18x FY21/22

09/13/21

CIMB

Delfi

0.775

1.02

Add

PER20x FY22

10/27/21

CIMB

Delfi

0.745

1.02

Add


11/17/21

DBS Vickers

Delfi

0.745

1.07

Buy

PER18x FY22

11/17/21

CIMB

Delfi

0.745

1.02

Add


11/18/21

Lim & Tan

Delfi

0.755

0

Accumulate


Del Monte - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

10/25/21

phillip

Del Monte

0.38

0.6

Buy

PER13x FY22

Stock calls for 9 December 2021

Date

Analyst

Company

Last

Target

Call

Valuation

12/09/21

DBS Vickers

Aztech

0.925

1.67

Buy


12/09/21

Phillip

BRC Asia

1.54

1.84

Buy

PER11x FY22

12/09/21

UOB Kay Hian

Marco Polo

0.028

0.038

Buy

PB1.1x FY22

12/09/21

DBS Vickers

Nanofilm

3.99

4.96

Buy

PEG0.92x

12/09/21

DBS Vickers

Singtel

2.45

3.13

Buy


12/09/21

DBS Vickers

Venture

18.79

22.6

Buy


The US democracy is about creating falsehoods.

https://finance.yahoo.com/news/1-u-house-passes-measure-001908806.html

The US is continuing its Xinjiang falsehoods again.  Let me debunk it once again.

For any cataclysmic event, there will be salient symptoms that are perceivable, particularly mass exodus.  We had seen a mass exodus in Iraq, Syria, Afghanistan and Myanmar but not in Xinjiang.

Let's use the 4 salient symptoms to debunk the "genocide" in Xinjiang.

1. Uyghur's population increased by 25% to over 12m from 10m in less than a decade.
2. No mass exodus of Uygurs in Xinjiang compared to other cataclysmic events.
3. Xinjiang's GDP grew 7.2% annually prior to the pandemic despite the ongoing genocide.
4. Uygur's lifespan increased from 30 years to 74 years during the ongoing genocide.


Although the US had paid some Uyghur actors to describe the atrocities and tortures they had suffered, these paid actors couldn't pinpoint an exact internment location at all.  The US also couldn't locate an internment location with its satellites but it could locate mockups of F35 and aircraft carrier in the middle of nowhere in China.


Last but not least, the incarcerated number quoted by the US didn't really add up.  The US proclaimed that up to 2m Uyghurs were being detained in detention camps in Xinjiang.  However, when we did a simple logical calculation, the 2m number was quickly debunked.

Let me show you the simple logical calculation by using 1.5m.

Uyghur population: 12m
Incarcerated: 1.5m
Disgruntled (estimated): 9m

If these 1.5m Uyghurs were incarcerated and each of them had at least 3 family members (2 parents and 1 spouse or sibling), that would make 4.5m Uyghurs affected directly by the incarcerations.  If these 4.5m affected Uyghurs were to tell at least 2 people (1 relative & 1 friend), that would mean 9m Uyghurs would know about the incarcerations.  In other words, at least 75% (9/12m) of Uyghurs would know about the incarcerations.  However, we didn't see so many disgruntled Uyghurs in Xinjiang on the streets and these 9m Uyghurs also didn't revolt against the government.  It is simply impossible to hide 9m disgruntled Uyghurs from the media because 9m people will become a formidable force.

Either the US is treating the world as stupid or the US is stupid to create a falsehood that can be debunked so easily.

Goldman Sachs (GS) had cut US economic growth again recently!

https://www.reuters.com/markets/us/goldman-sachs-cuts-us-gdp-growth-forecast-2022-over-omicron-fears-2021-12-04/

GS had cut 2022 US GDP to 3.8% from 4.2% and Q4-2021 to 2.9% from 3.3%.  Let's take a look at the previous GS GDP forecasts.  We can see that GS has been cutting US GDP growth.


We had already stated in July 2021 that the US was having diminishing economic growth.


The US conference board also projected the same declining trajectory.