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Saturday, May 21, 2022

Vicplas - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/26/22

CIMB

Vicplas

0.22

0.275

Add


03/15/22

CIMB

Vicplas

0.205

0.28

Add


05/05/22

CIMB

Vicplas

0.199

0.28

Add


Vicom - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

06/23/21

DBS Vickers

Vicom

2.06

2.13

Hold

DCF & PER34x FY21

11/10/21

DBS Vickers

Vicom

2.07

2.13

High-Risk

DCF & PER34x FY21

Stock calls for 20 May 2022

Date

Analyst

Company

Last

Target

Call

Valuation

05/20/22

Phillip

BRC Asia

1.69

2.26

Buy

PER8x FY22

05/20/22

CIMB

Delfi

0.745

1.09

Add


05/20/22

Lim & Tan

Duty Free

2.78

3

Neutral


05/20/22

DMG & Partners

Genting

0.77

0.95

Buy

EV/Ebita8.5x FY23

05/20/22

Lim & Tan

Hongkong Land

4.71

6.24

Accumulate


05/20/22

CIMB

Hyphens Pharma

0.28

0.36

Add


05/20/22

SAC Capital

Hyphens Pharma

0.28

0.4

Buy


05/20/22

UOB Kay Hian

SIA

5.38

4.88

Hold

PB1.13x FY23

05/20/22

OCBC

Thai Beverage

0.705

0.88

Buy


05/20/22

UOB Kay Hian

United Hampshire

0.605

0.92

Buy


05/20/22

CIMB

Yangzijiang

0.89

1.63

Add


Friday, May 20, 2022

Is the US treasury secretary (Janet Yellen) lying again?

What did Janet Yellen say again?

We don't agree that the US won't encounter a recession.

Let's take a look at her notorious records.

In 2019, Yellen said that there won't be a recession but a US recession happened in 2020.


In 2021, Yellen said that the inflation was transitory but the US inflation was getting higher in 2022.

Can we trust her this time? Hell No!

Thursday, May 19, 2022

Venture - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

06/11/21

DMG & Partners

Venture

18.8

19.6

Neutral


06/24/21

Lim & Tan

Venture

18.08

0

Accumulate


06/29/21

DMG & Partners

Venture

18.71

20.7

Buy

PER18x FY21

07/05/21

Kim Eng

Venture

19.03

22

Buy


07/12/21

UOB Kay Hian

Venture

18.92

23.47

Buy


07/30/21

DMG & Partners

Venture

19.11

20.7

Buy


08/04/21

UOB Kay Hian

Venture

18.89

23.47

Buy


08/10/21

CIMB

Venture

19.4

21.32

Add


08/10/21

DBS Vickers

Venture

19.4

22.7

Buy

PER20.5x FY21

08/10/21

DMG & Partners

Venture

19.4

23

Buy


08/10/21

Kim Eng

Venture

19.4

25.13

Buy

PER18.5x FY22

08/10/21

Phillip

Venture

19.4

19.2

Neutral

PER16x FY21

08/13/21

UOB Kay Hian

Venture

19.53

23.57

Buy

PER19.5x FY22

08/18/21

OCBC

Venture

19.14

21.66

Buy


09/29/21

CIMB

Venture

18.03

23.32

Add


09/29/21

DMG & Partners

Venture

18.03

23

Buy


11/05/21

DBS Vickers

Venture

18.95

22.7

Buy


11/05/21

Kim Eng

Venture

18.95

19.18

Hold

PER17.3x FY22

11/05/21

Lim & Tan

Venture

18.95

0

Buy on weakness


11/05/21

Phillip

Venture

18.95

19.2

Neutral

PER16x FY22

11/05/21

UOB Kay Hian

Venture

18.95

22.04

Buy


11/09/21

CIMB

Venture

18.75

23.32

Add


11/09/21

DBS Vickers

Venture

18.75

22.6

Buy


11/09/21

DMG & Partners

Venture

18.75

20.9

Buy


12/02/21

Kim Eng

Venture

18.63

19.18

Hold


12/09/21

DBS Vickers

Venture

18.79

22.6

Buy


01/04/22

DMG & Partners

Venture

18.45

20.9

Buy


01/17/22

DBS Vickers

Venture

18.14

22.6

Buy


01/19/22

CIMB

Venture

18.14

23.32

Add


02/04/22

Kim Eng

Venture

17.73

19.18

Hold


02/11/22

UOB Kay Hian

Venture

18.54

22.04

Buy

PER19.5x FY22

02/28/22

CIMB

Venture

17.68

23.32

Add

PER17.3x FY22

02/28/22

DBS Vickers

Venture

17.68

22.6

Buy

PER19x

02/28/22

DMG & Partners

Venture

17.68

22.8

Buy

PER19x FY22

02/28/22

Kim Eng

Venture

17.68

21

Buy


02/28/22

Lim & Tan

Venture

17.68

0

Accumulate on weakness


02/28/22

Phillip

Venture

17.68

20

Accumulate

PER16x FY22

02/28/22

UOB Kay Hian

Venture

17.68

22.8

Buy

PER19.5x FY22

03/08/22

OCBC

Venture

16.58

19.66

Buy


03/14/22

DBS Vickers

Venture

16.63

22.6

Buy


03/17/22

DMG & Partners

Venture

16.79

22.75

Buy


03/28/22

UOB Kay Hian

Venture

17.64

22.8

Buy

PER19.5x FY22

03/31/22

DMG & Partners

Venture

17.81

22.8

Buy

PER19x FY22

04/07/22

Lim & Tan

Venture

17.56

21.5

Accumulate


04/07/22

UOB Kay Hian

Venture

17.56

22.8

Buy

PER19.5x FY22

05/03/22

CIMB

Venture

17.15

23.32

Add


05/03/22

Kim Eng

Venture

17.15

21

Buy


05/04/22

Phillip

Venture

18.15

20

Buy

PER16x FY22

05/04/22

DBS Vickers

Venture

18.15

22.7

Buy

PER19x FY22

05/05/22

DMG & Partners

Venture

18.25

22.8

Buy

PER19x FY22

05/11/22

Phillip

Venture

17.2

22

Buy