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Monday, March 21, 2022

Genting - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/12/21

UOB Kay Hian

Genting

0.86

1.08

Buy

EV/Ebitda11x FY21

01/13/21

Macquarie

Genting

0.87

0.95

outperform

EV/Ebitda

01/29/21

Kim Eng

Genting

0.865

0.95

Buy

DCF

02/10/21

Kim Eng

Genting

0.89

0.92

Hold

DCF

02/10/21

UOB Kay Hian

Genting

0.89

1.08

Buy

EV/Ebita

02/10/21

CIMB

Genting

0.89

1.05

Add

EV/Ebita9.5x CY22

02/10/21

DMG & Partners

Genting

0.89

0.94

Neutral


02/10/21

Citi Research

Genting

0.89

1.04

Buy


02/11/21

OCBC

Genting

0.865

1.02

Buy

EV/Ebitda8.5x FY21

05/10/21

UOB Kay Hian

Genting

0.85

1.08

Buy

EV/Ebitda

05/10/21

CIMB

Genting

0.85

1

Add

EV/Ebitda9.5x FY22

05/10/21

DBS Vickers

Genting

0.85

0.95

Buy

Sum of parts

05/10/21

Kim Eng

Genting

0.85

0.86

Hold

DCF

05/10/21

DMG & Partners

Genting

0.85

0.92

Neutral


05/10/21

Citi Research

Genting

0.85

1.01

Buy


05/12/21

OCBC

Genting

0.81

0.96

Buy

EV/Ebitda8.5x FY22

06/02/21

DBS Vickers

Genting

0.855

0.95

Buy


06/02/21

Kim Eng

Genting

0.855

1.16

Buy

DCF

06/02/21

Amfrasers

Genting

0.855

0.95

Buy

Buy @ $0.84

08/04/21

UOB Kay Hian

Genting

0.8

1.08

Buy


08/10/21

Kim Eng

Genting

0.79

1.16

Buy

DCF

08/13/21

DBS Vickers

Genting

0.8

1

Buy

Sum of parts

08/13/21

CIMB

Genting

0.8

0.95

Add

EV/Ebita9.5x FY22

08/16/21

DMG & Partners

Genting

0.8

0.92

Buy


09/03/21

DMG & Partners

Genting

0.78

0.92

Buy


10/29/21

UOB Kay Hian

Genting

0.78

1.08

Buy


11/10/21

UOB Kay Hian

Genting

0.815

1.08

Buy

EV/Ebitda10x FY22

11/10/21

DBS Vickers

Genting

0.815

1

Buy

Sum of parts

11/10/21

DMG & Partners

Genting

0.815

0.9

Buy


11/10/21

Citi Research

Genting

0.815

1.01

Buy


11/10/21

Kim Eng

Genting

0.815

0.86

Hold


12/13/21

UOB Kay Hian

Genting

0.79

1.08

Buy


12/23/21

DMG & Partners

Genting

0.755

0.9

Buy


01/18/22

Kim Eng

Genting

0.78

0.83

Hold


01/21/22

UOB Kay Hian

Genting

0.78

1.08

Buy


02/18/22

UOB Kay Hian

Genting

0.785

1.08

Buy

EV/Ebitda8.8x FY23

02/18/22

DBS Vickers

Genting

0.785

1

Buy

Sum of parts

02/18/22

Lim & Tan

Genting

0.785

0

Hold


02/24/22

Kim Eng

Genting

0.78

0.84

Hold


Stock calls for 21 March 2022

Date

Analyst

Company

Last

Target

Call

Valuation

03/21/22

UOB Kay Hian

DBS

34.76

38.15

Buy

GGM, PB1.58x FY23

03/21/22

Lim & Tan

Mapletree North Asia

1.12

0

Accept Offer


03/21/22

UOB Kay Hian

OCBC

12.03

15

Buy

GGM, PB1.19x FY23

03/21/22

Lim & Tan

PanUnited

0.35

0.54

Buy

EV/Ebitda5.6x

03/21/22

UOB Kay Hian

Uni-Asia

1.13

2.48

Buy

PER6x FY22

Sunday, March 20, 2022

The hard truth: Russia is not wrong to invade Ukraine. - Part 4

More people and countries are coming out to support Russia in its war against Ukraine because they are not being misled by the distorted truth.

The Russia-Ukraine war is not about a bigger country bullying a smaller nation but terminating the security threat the smaller nation wants to pose to the bigger country.

https://www.newyorker.com/news/q-and-a/why-john-mearsheimer-blames-the-us-for-the-crisis-in-ukraine

Even the South African President had voiced his support for Russia because he knew the historical facts.

https://www.usnews.com/news/world/articles/2022-03-17/s-africas-ramaphosa-blames-nato-for-russias-war-in-ukraine

Many politicians had tried to change the context of the war by framing it as a big nation bullying a small nation but this rhetoric is not going to fool everyone.  Every country wants to feel safe and this right is not only exclusive to the US because a universal rule-based order applies across the board and not selectively.

We are not trying to exonerate or exculpate Russia but we're just trying to present the truth.

http://sg-stock.blogspot.com/2022/03/the-hard-truth-russia-is-not-wrong-to.html