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Friday, May 6, 2022

Stock calls for 5 May 2022

Date

Analyst

Company

Last

Target

Call

Valuation

05/05/22

DBS Vickers

A-Reit

2.82

3.65

Buy


05/05/22

CIMB

A-Reit

2.82

3.2

Add

DDM

05/05/22

DMG & Partners

A-Reit

2.82

3.6

Buy

DDM

05/05/22

Lim & Tan

A-Reit

2.82

3.29

Accumulate


05/05/22

DBS Vickers

ARA Hospitality

0.505

0.7

Buy


05/05/22

UOB Kay Hian

ART

1.16

1.32

Buy

DDM

05/05/22

DBS Vickers

ART

1.16

1.4

Buy

DCF, PB1.18x

05/05/22

CIMB

BRC Asia

1.65

2.1

Add


05/05/22

DBS Vickers

Capitaland Integrated Commercial Trust

2.29

2.7

Buy

PB1.3x

05/05/22

CIMB

Capitaland Integrated Commercial Trust

2.29

2.57

Add

DDM

05/05/22

DMG & Partners

Capitaland Integrated Commercial Trust

2.29

2.35

Neutral

DDM

05/05/22

Kim Eng

Capitaland Integrated Commercial Trust

2.29

2.6

Buy


05/05/22

DBS Vickers

CDL Hospitality

1.35

1.55

Buy

PB1.15x

05/05/22

DMG & Partners

CDL Hospitality

1.35

1.3

Neutral

DDM

05/05/22

CIMB

CDL Hospitality

1.35

1.38

Add


05/05/22

OCBC

CDL Hospitality

1.35

1.45

Buy


05/05/22

DMG & Partners

DBS

34.05

38.1

Buy

GGM, PB1.57x FY23

05/05/22

phillip

DBS

34.05

41.6

Accumulate

GGM, PB1.79x FY22

05/05/22

CIMB

Elite ComReit

0.66

0.76

Add

DDM

05/05/22

CIMB

Jiutian

0.094

0.17

Add


05/05/22

Lim & Tan

KSH

0.35

0

Accumulate


05/05/22

DMG & Partners

OCBC

12.32

13.9

Buy

GGM, PB1.06x FY23

05/05/22

CIMB

PanUnited

0.4

0.56

Add


05/05/22

DMG & Partners

Sheng Siong

1.54

1.51

Neutral

PER19x FY22

05/05/22

DMG & Partners

Starhub

1.26

1.29

Neutral

DCF

05/05/22

CIMB

Starhub

1.26

1.4

Hold

DCF (20% disc)

05/05/22

Kim Eng

Starhub

1.26

1.32

Hold


05/05/22

DBS Vickers

Thai Beverage

0.675

0.92

Buy


05/05/22

DMG & Partners

UOB

30.24

32.7

Neutral

GGM, PB1.18x FY23

05/05/22

phillip

UOB

30.24

35.7

Accumulate

GGM, PB1.46x FY22

05/05/22

DMG & Partners

Venture

18.25

22.8

Buy

PER19x FY22

05/05/22

CIMB

Vicplas

0.199

0.28

Add


05/05/22

UOB Kay Hian

Wilmar

4.41

5.5

Buy

Sum of parts

05/05/22

DMG & Partners

Wilmar

4.41

5.1

Buy

Sum of parts

Thursday, May 5, 2022

Is the US FED going to hike its Fed rate by 50bp in May 2022? - Part 2

https://finance.yahoo.com/news/fed-fomc-monetary-policy-decision-may-2022-142723148.html

The US Fed has hiked its rate by 50bp as analyzed in our previous post below.  Furthermore, the Fed has also announced its asset shrinkage starting from June to August at $47.5B per month and $95B per month starting in September.  We've hit the nail on the head again.  Cheers!

https://sg-stock.blogspot.com/2022/05/is-us-fed-going-to-hike-its-fed-rate-by.html

Singapore Post - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

08/11/21

CIMB

Singapore Post

0.65

0.77

Add

PER18.8x CY22

09/03/21

DBS Vickers

Singapore Post

0.655

0.69

Hold


09/08/21

OCBC

Singapore Post

0.66

0.78

Buy


11/05/21

CIMB

Singapore Post

0.665

0.9

Add


11/05/21

DBS Vickers

Singapore Post

0.665

0.69

Hold


11/08/21

UOB Kay Hian

Singapore Post

0.675

0.75

Hold

Sum of parts

02/28/22

CIMB

Singapore Post

0.635

0.9

Add


03/01/22

DBS Vickers

Singapore Post

0.63

0.7

Hold

DCF

03/02/22

UOB Kay Hian

Singapore Post

0.635

0.78

Buy

Buy @ $0.62, Sum of parts

04/26/22

UOB Kay Hian

Singapore Post

0.685

0.86

Buy

Sum of parts

04/27/22

CIMB

Singapore Post

0.715

0.9

Add