Yoma - Stock calls

08/25/21

Phillip

Yoma

0.129

0.12

Neutral

PB0.45x

Stock calls for 30 August 2022

Date	Analyst	Company	Last	Target	Call	Valuation
08/30/22	Lim & Tan	GuocoLand	1.67	2.3	Buy
08/30/22	CIMB	IHH Healthcare	1.97	2.74	Add	Ringgit $8.07 target price, Sum of parts
08/30/22	DMG & Partners	Marco Polo	0.037	0.05	Buy	DCF
08/30/22	Kim Eng	Propnex	1.61	1.95	Buy	PER14x FY23
08/30/22	SAC Capital	Propnex	1.61	1.78	Hold
08/30/22	DBS Vickers	Silverlake	0.36	0.48	Buy	PER18x

Yanlord - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/20/21	OCBC	Yanlord	1.19	1.2	Hold
01/07/22	DBS Vickers	Yanlord	1.14	1.25	Hold	PER4.4x
01/24/22	OCBC	Yanlord	1.14	1.16	Hold
03/03/22	DBS Vickers	Yanlord	1.2	1.43	Buy	PER4.9x FY22
03/07/22	OCBC	Yanlord	1.2	1.44	Buy
06/09/22	OCBC	Yanlord	1.08	1.37	Buy

Yangzijiang Financial - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
06/07/22	CIMB	Yangzijiang Financial	0.54	0.74	Add	PER9x & PB0.6x FY23
06/09/22	UOB Kay Hian	Yangzijiang Financial	0.525	0.91	Not Rated	PB0.84x
06/09/22	Lim & Tan	Yangzijiang Financial	0.525	0.74	Buy
07/13/22	Lim & Tan	Yangzijiang Financial	0.42	0.74	Buy
08/15/22	CIMB	Yangzijiang Financial	0.39	0.74	Add

Yangzijiang Shipping - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
06/07/21	UOB Kay Hian	Yangzijiang	1.47	1.76	Buy
06/15/21	DBS Vickers	Yangzijiang	1.4	1.8	Buy
06/25/21	CIMB	Yangzijiang	1.39	1.63	Add	PB1x
07/01/21	UOB Kay Hian	Yangzijiang	1.41	1.9	Buy	PER9.3x, PB1x FY22
07/22/21	Citi Research	Yangzijiang	1.36	1.8	Buy
07/22/21	Lim & Tan	Yangzijiang	1.36	1.64	Accumulate
08/02/21	CIMB	Yangzijiang	1.37	1.91	Add	Sum of parts
08/02/21	DBS Vickers	Yangzijiang	1.37	1.8	Buy	Sum of parts, PER10x FY21
08/10/21	UOB Kay Hian	Yangzijiang	1.5	2	Buy
08/12/21	DBS Vickers	Yangzijiang	1.49	1.95	Buy	Sum of parts
08/12/21	OCBC	Yangzijiang	1.49	1.63	Hold
09/03/21	DBS Vickers	Yangzijiang	1.66	1.95	Buy
09/06/21	CIMB	Yangzijiang	1.62	1.91	Add	Sum of parts
09/20/21	UOB Kay Hian	Yangzijiang	1.48	2	Buy	PER
10/01/21	DBS Vickers	Yangzijiang	1.38	1.95	Buy
11/02/21	CIMB	Yangzijiang	1.4	1.91	Add	Sum of parts
11/02/21	DBS Vickers	Yangzijiang	1.4	1.95	Buy
11/30/21	UOB Kay Hian	Yangzijiang	1.3	2	Buy
12/02/21	Citi Research	Yangzijiang	1.29	1.8	Buy	Sum of parts
12/08/21	DBS Vickers	Yangzijiang	1.32	1.95	Buy
12/10/21	CIMB	Yangzijiang	1.31	1.91	Add
01/26/22	Citi Research	Yangzijiang	1.26	1.98	Buy
01/26/22	DBS Vickers	Yangzijiang	1.26	1.95	Buy
01/26/22	UOB Kay Hian	Yangzijiang	1.26	2	Buy
02/28/22	DBS Vickers	Yangzijiang	1.4	1.95	Buy
03/01/22	DBS Vickers	Yangzijiang	1.38	2.15	Buy	Sum of parts
03/01/22	UOB Kay Hian	Yangzijiang	1.38	1.95	Buy	PER9.3x FY22
03/28/22	Citi Research	Yangzijiang	1.46	1.98	Buy
03/28/22	Lim & Tan	Yangzijiang	1.46	1.73	Buy
04/01/22	DBS Vickers	Yangzijiang	1.53	2.15	Buy	Sum of parts
04/04/22	Lim & Tan	Yangzijiang	1.54	1.75	Buy
04/05/22	CIMB	Yangzijiang	1.56	2.41	Add	Sum of parts
04/06/22	UOB Kay Hian	Yangzijiang	1.58	1.95	Buy	PER9.3x FY22
04/22/22	OCBC	Yangzijiang	1.54	0.95	Buy	Ex-Entitlement
05/20/22	CIMB	Yangzijiang	0.89	1.63	Add
06/29/22	UOB Kay Hian	Yangzijiang	0.945	1.16	Buy	Sum of parts
07/07/22	CIMB	Yangzijiang	0.93	1.63	Add
08/05/22	DBS Vickers	Yangzijiang	0.92	1.38	Buy	PB1.5x, PER12x FY22
08/08/22	Lim & Tan	Yangzijiang	0.925	1.3	Accumulate
08/10/22	UOB Kay Hian	Yangzijiang	0.935	1.16	Buy	Sum of parts
08/10/22	DBS Vickers	Yangzijiang	0.935	1.4	Buy