Date | Analyst | Company | Last | Target | Call | Valuation |
12/05/22 | Phillip | BRC Asia | 1.83 | 2.3 | Buy | PER7x FY22 |
12/05/22 | DMG & Partners | Frasers Centrepoint Trust | 2.01 | 2.09 | Neutral | DDM |
12/05/22 | DBS Vickers | Union Gas | 0.46 | 0.48 | Hold | PER24x FY23 |
12/05/22 | CIMB | SATS | 2.67 | 3.17 | Add | |
12/05/22 | phillip | SGX | 9.13 | 11.71 | Buy | |
12/05/22 | Phillip | Thai Beverage | 0.64 | 0.8 | Buy | PER18x F23 |
Monday, December 5, 2022
Stock calls for 5 December 2022
Sunday, December 4, 2022
US ISM PMI is having a downtrend for 2022.
From this table, we could tell that the November PMI was being supported by new export orders but the overall new orders still declined. This meant that the local consumer demand had deteriorated significantly due to the high inflation. Many of the subcomponents of the PMI index had continued to worsen. Thus, the ISM PMI will continue to fall unless there is a reversal in consumer spending which won't happen soon.
Saturday, December 3, 2022
This chart tells you why the world needs china more than the US.
The world bank had stated recently that China contributed 38.6% per se to world economic growth compared to 25.7% by G7.
The US only contributed 18.6% despite being the largest economy in the world? Why?This is because the US has been adopting coercive economic policies which are detrimental to world growth. The recent example was the US chips act which prevented western chips companies from dealing with China.
As the US continues to isolate itself, China will continue to boost worldwide economic growth and make more countries dependent on China.
Friday, December 2, 2022
Is co-exist policy or zero covid policy better? The truth is out! - Part 2.
Harvard economist had tabulated the total economic cost of long covid. This is an underestimated calculation because there are about 100m cases now in the US.
https://sg-stock.blogspot.com/2022/10/is-co-exist-policy-or-zero-covid-policy.htmlYangzijiang 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 | |
11/23/22 | Lim & Tan | Yangzijiang Financial | 0.34 | 0.74 | Buy |
Yangzijiang - 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 | |
09/09/22 | DBS Vickers | Yangzijiang | 0.9 | 1.4 | Buy | |
09/09/22 | CIMB | Yangzijiang | 0.9 | 1.63 | Add | |
10/06/22 | UOB Kay Hian | Yangzijiang | 1.04 | 1.44 | Buy | PER9x FY22/23 |
10/07/22 | Lim & Tan | Yangzijiang | 1.1 | 0 | Buy | |
10/27/22 | CIMB | Yangzijiang | 1.22 | 1.63 | Add | |
11/14/22 | UOB Kay Hian | Yangzijiang | 1.38 | 1.44 | Buy | |
11/14/22 | DBS Vickers | Yangzijiang | 1.38 | 1.4 | Buy | |
11/15/22 | UOB Kay Hian | Yangzijiang | 1.39 | 1.55 | Hold | PER9x FY23 |
11/15/22 | DBS Vickers | Yangzijiang | 1.39 | 1.7 | Buy | PB1.7x FY23, PER11x FY23 |
12/02/22 | CIMB | Yangzijiang | 1.4 | 1.63 | Add |