Date | Analyst | Company | Last | Target | Call | Valuation |
08/29/22 | Phillip | Hyphens Pharma | 0.31 | 0.43 | Buy | DCF |
08/29/22 | DBS Vickers | IHH Healthcare | 1.97 | 2.55 | Buy | Ringgit $7.90 target price |
08/29/22 | DBS Vickers | Mandarin Oriental | 2.02 | 2.3 | Buy | Sum of parts |
08/29/22 | Phillip | Singtel | 2.65 | 3.05 | Accumulate | Sum of parts |
08/29/22 | Kim Eng | Singtel | 2.65 | 3.15 | Buy | |
08/29/22 | OCBC | Thai Beverage | 0.645 | 0.88 | Buy | |
08/29/22 | UOB Kay Hian | Tiong Woon | 0.54 | 0.85 | Buy | PB0.7x FY22 |
08/29/22 | DBS Vickers | Wing Tai | 1.68 | 2.05 | Buy |
Tuesday, August 30, 2022
Stock calls for 29 August 2022
Sunday, August 28, 2022
FED will continue to be hawkish until inflation is under controlled.
We are not surprised by the FED's hawkishness because we've stated that the fed rate hikes are not working. Therefore, the FED must do more to contain US inflation.
http://sg-stock.blogspot.com/2022/08/the-recent-fed-rate-hikes-are-not.html
What will happen when the FED continues its hawkishness?
Well, the FED's hawkishness will induce a recession as portrayed by an economic model.
http://sg-stock.blogspot.com/2022/08/the-us-is-careening-towards-recession.html
As stated by the economic model, there will only be a marginal decline in inflation. To a certain extent, US inflation is declining marginally now but it will remain above the neutral rate.
Wing Tai - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
08/27/21 | Lim & Tan | Wing Tai | 1.83 | 2 | Accumulate | |
06/27/22 | DBS Vickers | Wing Tai | 1.76 | 2.05 | Buy | RNAV (50% disc) |
Wilmar - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
06/02/21 | DBS Vickers | Wilmar | 4.84 | 6.67 | Buy | |
06/11/21 | DMG & Partners | Wilmar | 4.79 | 6.45 | Buy | |
06/11/21 | Kim Eng | Wilmar | 4.79 | 6.21 | Buy | |
07/22/21 | UOB Kay Hian | Wilmar | 4.46 | 6.4 | Buy | PER26x FY21 |
07/30/21 | DMG & Partners | Wilmar | 4.38 | 5.75 | Buy | |
08/03/21 | DBS Vickers | Wilmar | 4.3 | 6.67 | Buy | Sum of parts, PER21x FY21 |
08/05/21 | CIMB | Wilmar | 4.52 | 6.15 | Add | Sum of parts |
08/05/21 | DMG & Partners | Wilmar | 4.52 | 5.75 | Buy | |
08/12/21 | UOB Kay Hian | Wilmar | 4.49 | 6.4 | Buy | Sum of parts |
08/17/21 | DMG & Partners | Wilmar | 4.39 | 5.45 | Buy | |
08/17/21 | Kim Eng | Wilmar | 4.39 | 6.03 | Buy | |
09/07/21 | UOB Kay Hian | Wilmar | 4.2 | 6.4 | Buy | PER26x FY21 |
09/27/21 | Kim Eng | Wilmar | 4.08 | 6.03 | Buy | |
09/29/21 | CIMB | Wilmar | 4.18 | 6.15 | Add | Sum of parts |
09/29/21 | Citi Research | Wilmar | 4.18 | 5.71 | Buy | PER16.9x |
10/04/21 | CIMB | Wilmar | 4.12 | 6.15 | Add | |
10/21/21 | UOB Kay Hian | Wilmar | 4.36 | 6.4 | Buy | Sum of parts |
11/01/21 | CIMB | Wilmar | 4.32 | 6.15 | Add | Sum of parts |
11/01/21 | Citi Research | Wilmar | 4.32 | 5.82 | Buy | |
11/01/21 | UOB Kay Hian | Wilmar | 4.32 | 6.4 | Buy | Sum of parts |
11/08/21 | DMG & Partners | Wilmar | 4.45 | 5.6 | Buy | |
11/08/21 | UOB Kay Hian | Wilmar | 4.45 | 6 | Buy | |
12/06/21 | UOB Kay Hian | Wilmar | 4.09 | 6 | Buy | |
12/17/21 | DMG & Partners | Wilmar | 4.13 | 5.05 | Buy | |
01/11/22 | Citi Research | Wilmar | 4.3 | 5.95 | Buy | |
01/11/22 | DMG & Partners | Wilmar | 4.3 | 5.05 | Buy | |
01/12/22 | Kim Eng | Wilmar | 4.27 | 5.8 | Buy | |
01/19/22 | UOB Kay Hian | Wilmar | 4.24 | 6 | Buy | Sum of parts |
02/23/22 | CIMB | Wilmar | 4.62 | 5.69 | Add | Sum of parts, PER15x FY22 |
02/23/22 | Citi Research | Wilmar | 4.62 | 6.08 | Buy | |
02/23/22 | DBS Vickers | Wilmar | 4.62 | 6.67 | Buy | Sum of parts |
02/23/22 | UOB Kay Hian | Wilmar | 4.62 | 6 | Buy | Sum of parts |
02/24/22 | UOB Kay Hian | Wilmar | 4.56 | 5.5 | Buy | Sum of parts |
02/28/22 | DMG & Partners | Wilmar | 4.44 | 5.3 | Buy | |
03/08/22 | Kim Eng | Wilmar | 4.7 | 6.56 | Buy | DCF |
03/11/22 | UOB Kay Hian | Wilmar | 4.61 | 5.5 | Buy | Sum of parts |
04/01/22 | UOB Kay Hian | Wilmar | 4.71 | 5.5 | Buy | Sum of parts |
04/12/22 | DBS Vickers | Wilmar | 4.62 | 6.67 | Buy | |
04/12/22 | DMG & Partners | Wilmar | 4.62 | 5.3 | Buy | |
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 |
05/10/22 | CIMB | Wilmar | 4.29 | 5.69 | Add | PER15x FY22 |
05/10/22 | Citi Research | Wilmar | 4.29 | 6.08 | Buy | |
05/13/22 | UOB Kay Hian | Wilmar | 4.13 | 5.5 | Buy | |
06/23/22 | UOB Kay Hian | Wilmar | 4.02 | 5.5 | Buy | Sum of parts |
07/07/22 | UOB Kay Hian | Wilmar | 4.01 | 5.5 | Buy | Sum of parts |
07/12/22 | CIMB | Wilmar | 4.13 | 5.69 | Add | |
08/05/22 | UOB Kay Hian | Wilmar | 4.13 | 5.5 | Buy | Sum of parts |
08/05/22 | DBS Vickers | Wilmar | 4.13 | 6.67 | Buy | |
08/05/22 | Lim & Tan | Wilmar | 4.13 | 5.71 | Buy | |
08/08/22 | Kim Eng | Wilmar | 4.3 | 4.47 | Hold | |
08/08/22 | DMG & Partners | Wilmar | 4.3 | 5.05 | Buy | Sum of parts |
08/10/22 | CIMB | Wilmar | 4.09 | 5.69 | Add | |
08/10/22 | Citi Research | Wilmar | 4.09 | 6.08 | Buy | |
08/11/22 | DMG & Partners | Wilmar | 4.15 | 4.95 | Buy | Sum of parts |