Stock calls for 28 February 2022

Date	Analyst	Company	Last	Target	Call	Valuation
02/28/22	Kim Eng	AEM	4.21	6.34	Buy
02/28/22	DBS Vickers	ARA Hospitality	0.5	0.7	Buy	DCF
02/28/22	DBS Vickers	BHG Retail	0.545	0.57	Hold
02/28/22	DBS Vickers	Bumitama	0.735	0.75	Buy
02/28/22	Uob Kay Hian	Capitaland Investment	3.72	4.13	Buy	Sum of parts
02/28/22	DBS Vickers	Capitaland Investment	3.72	4	Buy	Sum of parts
02/28/22	DBS Vickers	China Aviation Oil	0.94	1.2	Buy
02/28/22	CIMB	First Resources	1.84	2.12	Buy
02/28/22	DMG & Partners	First Resources	1.84	1.6	Neutral
02/28/22	DMG & Partners	Food Empire	0.58	0.93	Buy
02/28/22	CIMB	Frencken	1.63	2.06	Add
02/28/22	DBS Vickers	Fu Yu	0.265	0.29	Hold	PER12x
02/28/22	DMG & Partners	Golden Agri	0.29	0.26	Neutral
02/28/22	DBS Vickers	Hong Leong Asia	0.765	1.02	Buy
02/28/22	DBS Vickers	Ireit	0.64	0.76	Buy
02/28/22	CIMB	ISDN	0.65	0.96	Add
02/28/22	phillip	Propnex	1.76	1.74	Neutral
02/28/22	OCBC	Sembcorp Industries	2.56	2.9	Buy
02/28/22	UOB Kay Hian	Sembcorp Marine	0.085	0.11	Buy	PB0.88x FY22
02/28/22	DBS Vickers	Sembcorp Marine	0.085	0.09	Hold
02/28/22	DMG & Partners	Sheng Siong	1.52	1.51	Neutral	PER19x FY22
02/28/22	Citi Research	Sheng Siong	1.52	1.34	Sell
02/28/22	CIMB	Singapore Post	0.635	0.9	Add
02/28/22	CIMB	ST Engineering	3.77	4.7	Add
02/28/22	Lim & Tan	ST Engineering	3.77	4.38	Accumulate
02/28/22	DBS Vickers	Tuan Sing	0.45	0.63	Buy	Sum of parts
02/28/22	Kim Eng	Venture	17.68	21	Buy
02/28/22	DMG & Partners	Venture	17.68	22.8	Buy
02/28/22	UOB Kay Hian	Venture	17.68	22.8	Buy	PER19.5x FY22
02/28/22	Phillip	Venture	17.68	20	Accumulate	PER16x FY22
02/28/22	DBS Vickers	Venture	17.68	22.6	Buy	PER19x
02/28/22	CIMB	Venture	17.68	23.32	Add
02/28/22	Lim & Tan	Venture	17.68	0	Accumulate on weakness
02/28/22	DMG & Partners	Wilmar	4.44	5.3	Buy
02/28/22	DBS Vickers	Yangzijiang	1.4	1.95	Buy

Baltic dry index - 2076

 

Related stock: Sembcorp Marine, Cosco & Pan ocean.

US rig count (weekly) - 650

 

Related stock: Sembcorp Marine & Cosco.

China is evacuating its Chinese in Ukraine!

https://www.globaltimes.cn/page/202202/1253229.shtml

China is preparing to evacuate its Chinese in Ukraine now.  This means that Russia will launch an all-out attack soon.

We had stated earlier that Ukraine was still safe as long as the Chinese were in Ukraine.  Ukraine is no longer safe now!

http://sg-stock.blogspot.com/2022/02/us-president-biden-is-lying-about.html

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)