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Friday, March 25, 2022

Bank of America and Citibank also concur with our analysis about US rate hikes.

https://sg.finance.yahoo.com/news/bofa-citi-expect-multiple-50-151317873.html

Bank of America and Citibank also indicated multiple 50bp interest rate hikes after Goldman Sachs.

We had indicated much earlier that the US would likely hike its rate aggressively in the 1st half of 2022.  Time is running out now!


Hour Glass - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

02/17/22

Amfrasers

Hour Glass

2.01

2.32

Buy

DCF

03/15/22

DBS Vickers

Hour Glass

2

2.62

Buy

DCF & PER14.5x

Hongkong Land - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

03/16/21

CIMB

Hongkong Land

5.15

5.7

Add

RNAV (45% discount), Up from $5.30

07/30/21

Lim & Tan

Hongkong Land

4.57

6.03

Buy


08/02/21

DBS Vickers

Hongkong Land

4.54

5.23

Buy

RNAV (55% discount)

08/04/21

CIMB

Hongkong Land

4.57

5.7

Add


09/07/21

DBS Vickers

Hongkong Land

4.2

5.41

Buy

RNAV (55% discount)

09/07/21

CIMB

Hongkong Land

4.2

5.7

Add

RNAV (45% discount)

09/07/21

Lim & Tan

Hongkong Land

4.2

5.81

Accumulate


09/10/21

Morningstar

Hongkong Land

4.85

7.4

Buy

Up from $7.20

09/17/21

Lim & Tan

Hongkong Land

4.66

5.9

Accumulate


10/06/21

DBS Vickers

Hongkong Land

4.85

5.41

Buy


10/06/21

CIMB

Hongkong Land

4.85

5.48

Add


11/04/21

CIMB

Hongkong Land

5.52

6.3

Add

RNAV (40% discount)

11/16/21

DBS Vickers

Hongkong Land

5.73

6.55

Buy

RNAV (45% discount)

11/17/21

Lim & Tan

Hongkong Land

5.75

6.5

Accumulate


12/16/21

Lim & Tan

Hongkong Land

5.41

0

Accumulate on weakness


01/18/22

DBS Vickers

Hongkong Land

5.42

6.64

Buy


03/04/22

Lim & Tan

Hongkong Land

5.4

0

Accumulate


03/07/22

DBS Vickers

Hongkong Land

5.4

6.61

Buy

RNAV (45% discount)

03/07/22

CIMB

Hongkong Land

5.4

6.1

Add

RNAV

Hong Leong Asia - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

04/07/21

CIMB

Hong Leong Asia

0.825

1.18

Add

Sum of parts

04/28/21

UOB Kay Hian

Hong Leong Asia

1.04

1.38

Buy

PER12x FY22

06/07/21

DBS Vickers

Hong Leong Asia

0.965

1.14

Buy

Sum of parts

06/07/21

UOB Kay Hian

Hong Leong Asia

0.965

1.38

Buy


07/02/21

UOB Kay Hian

Hong Leong Asia

0.955

1.38

Buy


08/18/21

DBS Vickers

Hong Leong Asia

0.85

1.02

Buy

Sum of parts

08/19/21

UOB Kay Hian

Hong Leong Asia

0.855

1.38

Buy


08/20/21

CIMB

Hong Leong Asia

0.835

1.05

Add

Sum of parts

09/02/21

CIMB

Hong Leong Asia

0.87

1.05

Add

Sum of parts, PER10.5x CY22

09/24/21

DBS Vickers

Hong Leong Asia

0.81

1.02

Buy


10/22/21

UOB Kay Hian

Hong Leong Asia

0.87

1.38

Buy


02/28/22

DBS Vickers

Hong Leong Asia

0.765

1.02

Buy


03/09/22

CIMB

Hong Leong Asia

0.78

1

Add

Sum of parts

Stock calls for 25 March 2022

Date

Analyst

Company

Last

Target

Call

Valuation

03/25/22

DMG & Partners

Marco Polo

0.029

0.04

Buy


03/25/22

UOB Kay Hian

United Hampshire

0.62

0.97

Buy

DDM

03/25/22

Lim & Tan

UOB

32.03

0

Accumulate


The hard truth: Russia is not wrong to invade Ukraine. - Part 6

This video is about a journalist presenting the heinous side of the US smearing and distorting the truth of the Ukraine-Russia war.

If you stand with Ukraine, you are standing on the wrong side of history.

Her profile: