Date | Analyst | Company | Last | Target | Call | Valuation |
03/02/22 | DMG & Partners | Bumitama | 0.76 | 0.9 | Buy | PER8x FY22 |
03/02/22 | Kim Eng | Bumitama | 0.76 | 0.98 | Buy | |
03/02/22 | DBS Vickers | Comfortdelgro | 1.43 | 1.95 | Buy | Sum of parts |
03/02/22 | UOB Kay Hian | CSE Global | 0.485 | 0.44 | Hold | PER13x FY22 |
03/02/22 | DBS Vickers | CSE Global | 0.485 | 0.59 | Buy | PER13.8x FY22 |
03/02/22 | DBS Vickers | Dairy Farm | 2.65 | 3.96 | Hold | Sum of parts |
03/02/22 | Phillip | HRnetGroup | 0.775 | 1.18 | Buy | PER12x FY22 |
03/02/22 | Kim Eng | HRnetGroup | 0.775 | 1.07 | Buy | |
03/02/22 | DMG & Partners | HRnetGroup | 0.775 | 1.01 | Buy | |
03/02/22 | DBS Vickers | Japfa | 0.6 | 0.67 | Hold | |
03/02/22 | CIMB | SBS Transit | 2.92 | 3.4 | Add | |
03/02/22 | UOB Kay Hian | Singapore Post | 0.635 | 0.78 | Buy | Buy @ $0.62, Sum of parts |
03/02/22 | DBS Vickers | ST Engineering | 3.95 | 4.7 | Buy | |
03/02/22 | DMG & Partners | ST Engineering | 3.95 | 4.8 | Buy | |
03/02/22 | Lim & Tan | UMS | 1.23 | 1.77 | Buy |
Wednesday, March 2, 2022
Stock calls for 2 March 2022
Ukraine got busted for creating heroic falsehood!
Falsehood:
Truth: The Ukrainian soldiers didn't resist the Russians. They surrendered! Hahaha!
China PMI had expanded in February 2022 again!
China NBS Manufacturing PMI: 50.2
China Caixin Manufacturing PMI: 50.4
Both the NBS and Caixin manufacturing PMIs expanded in February 2022 and outperformed the western projections (shrinking, see below) despite having fewer working days. This just showed that China was still rebounding from its trough and growing consistently as we had projected (see below).
Tuesday, March 1, 2022
Pfizer vaccine has only 12% efficacy against omicron for children.
https://www.cnbc.com/2022/02/28/pfizer-covid-vaccine-was-just-12percent-effective-against-omicron-in-kids-5-to-11-study-finds.html
Look like omicron will spread among children as the Pfizer vaccine has only 12% efficacy. Sigh!
CapitaRetail China - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/04/21 | DBS Vickers | CapitaRetail China | 1.39 | 1.7 | Buy | |
02/01/21 | DBS Vickers | CapitaRetail China | 1.38 | 1.55 | Buy | |
02/03/21 | OCBC | CapitaRetail China | 1.37 | 1.58 | Buy | |
04/30/21 | OCBC | CapitaRetail China | 1.39 | 1.55 | Buy | |
07/30/21 | OCBC | CapitaRetail China | 1.38 | 1.56 | Buy | |
10/08/21 | DBS Vickers | CapitaRetail China | 1.24 | 1.6 | Buy | RNAV |
10/13/21 | Lim & Tan | CapitaRetail China | 1.25 | 0 | Accumulate | |
01/31/22 | Lim & Tan | CapitaRetail China | 1.14 | 0 | Accumulate | |
02/03/22 | DBS Vickers | CapitaRetail China | 1.18 | 1.6 | Buy | |
02/04/22 | OCBC | CapitaRetail China | 1.18 | 1.5 | Buy |
Capitaland Investment - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
09/21/21 | Citi Research | Capitaland Investment | 2.95 | 4.65 | Buy | |
09/21/21 | UOB Kay Hian | Capitaland Investment | 2.95 | 3.64 | Buy | Sum of parts |
09/22/21 | Amfrasers | Capitaland Investment | 3.16 | 3.45 | Buy | RNAV (17.5% disc) |
09/23/21 | Goldman Sachs | Capitaland Investment | 3.26 | 3.64 | Buy | |
09/23/21 | Morgan Stanley | Capitaland Investment | 3.26 | 3.75 | Overweight | |
09/23/21 | Macquarie | Capitaland Investment | 3.26 | 3.6 | Outperform | RNAV |
10/01/21 | Goldman Sachs | Capitaland Investment | 3.4 | 3.64 | Buy | |
10/01/21 | HSBC | Capitaland Investment | 3.4 | 3.9 | Buy | PER25x |
10/06/21 | Macquarie | Capitaland Investment | 3.4 | 3.6 | Outperform | RNAV |
10/08/21 | OCBC | Capitaland Investment | 3.4 | 3.83 | Buy | Sum of parts |
10/12/21 | Citi Research | Capitaland Investment | 3.35 | 4.65 | Buy | |
10/18/21 | Phillip | Capitaland Investment | 3.41 | 4 | Accumulate | Sum of parts |
11/08/21 | Phillip | Capitaland Investment | 3.43 | 4 | Accumulate | Sum of parts |
12/17/21 | Macquarie | Capitaland Investment | 3.43 | 4.2 | Outperform | |
12/17/21 | Lim & Tan | Capitaland Investment | 3.43 | 4 | Accumulate | |
12/17/21 | OCBC | Capitaland Investment | 3.43 | 3.83 | Buy | |
12/31/21 | Lim & Tan | Capitaland Investment | 3.4 | 3.95 | Accumulate | |
01/03/22 | DBS Vickers | Capitaland Investment | 3.41 | 4 | Buy | Sum of parts |
01/05/21 | Macquarie | Capitaland Investment | 3.66 | 4.2 | Outperform | RNAV |
02/03/22 | Lim & Tan | Capitaland Investment | 3.45 | 4 | Accumulate | |
02/09/22 | Jefferies | Capitaland Investment | 3.54 | 4 | Buy | |
02/09/22 | Uob Kay Hian | Capitaland Investment | 3.54 | 4.02 | Buy | Sum of parts |
02/11/22 | Kim Eng | Capitaland Investment | 3.74 | 4.3 | Buy | PB1.25x FY22 |
02/25/22 | Lim & Tan | Capitaland Investment | 3.63 | 4.12 | Accumulate | |
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 |
Subscribe to:
Posts (Atom)
.jpg)
