Date | Analyst | Company | Last | Target | Call | Valuation |
02/14/22 | UOB Kay Hian | MM2 Asia | 0.05 | 0.115 | Buy | Sum of parts |
05/31/22 | Lim & Tan | MM2 Asia | 0.057 | 0.12 | Buy | |
06/01/22 | DBS Vickers | MM2 Asia | 0.056 | 0.06 | Hold | Sum of parts |
06/10/22 | UOB Kay Hian | MM2 Asia | 0.056 | 0.115 | Buy | Sum of parts |
07/14/22 | Lim & Tan | MM2 Asia | 0.053 | 0.0875 | Buy | |
09/26/22 | Lim & Tan | MM2 Asia | 0.048 | 0.09 | Buy | |
10/13/22 | UOB Kay Hian | MM2 Asia | 0.042 | 0.098 | Buy | Sum of parts |
Thursday, February 2, 2023
MM2 Asia - Stock calls
Micro-Mechanics - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
05/04/22 | DBS Vickers | Micro-Mechanics | 3.17 | 3.42 | Hold | PER27x FY22 |
09/01/22 | DBS Vickers | Micro-Mechanics | 3.14 | 3.42 | Hold | |
10/18/22 | DBS Vickers | Micro-Mechanics | 2.73 | 2.97 | Hold | |
10/31/22 | DBS Vickers | Micro-Mechanics | 2.76 | 2.32 | Fully Valued | |
01/31/23 | DBS Vickers | Micro-Mechanics | 2.57 | 2.12 | Fully Valued | PER23x FY23/24 |
01/31/23 | Lim & Tan | Micro-Mechanics | 2.57 | 2.32 | Avoid |
Mermaid - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/07/22 | Amfrasers | Mermaid | 0.091 | 0.084 | Buy |
Stock calls for 1 February 2023
Date | Analyst | Company | Last | Target | Call | Valuation |
02/01/23 | Lim & Tan | Capitaland Integrated Commercial Trust | 2.14 | 2.23 | Hold | |
02/01/23 | Lim & Tan | Civmec | 0.595 | 1.05 | Buy | |
02/01/23 | UOB Kay Hian | CSE Global | 0.375 | 0.45 | Buy | PER14x FY23 |
02/01/23 | CIMB | ESR-Reit | 0.38 | 0.42 | Add | DDM |
02/01/23 | DBS Vickers | Keppel DC Reit | 2.04 | 2.35 | Buy | |
02/01/23 | DBS Vickers | Keppel Infrastructure | 0.575 | 0.63 | Buy | |
02/01/23 | OCBC | Keppel Reit | 0.965 | 0.85 | Sell | Cut from $0.87 |
02/01/23 | Citi Research | Keppel Reit | 0.965 | 1.1 | Buy | |
02/01/23 | DBS Vickers | Keppel Reit | 0.965 | 1.15 | Buy | |
02/01/23 | DBS Vickers | OCBC | 12.93 | 15 | Buy | GGM, PB1.23x FY23 |
02/01/23 | CIMB | Sembcorp Marine | 0.142 | 0.19 | Add | PB1.6x FY23 |
02/01/23 | HSBC | Sembcorp Marine | 0.142 | 0.2 | Buy | |
02/01/23 | DBS Vickers | UOB | 29.83 | 34.2 | Buy | GGM, PB1.2x FY23 |
Wednesday, February 1, 2023
The US Fed is expected to raise the fed fund rate by 25bp in February 2023.
Megachem - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/14/22 | SAC Capital | Megachem | 0.48 | 0.58 | Buy | PER10.3x FY22, PB1.2x |
06/22/22 | SAC Capital | Megachem | 0.47 | 0.58 | Buy | |
08/23/22 | SAC Capital | Megachem | 0.5 | 0.58 | Buy |
Medtecs - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/23/22 | DBS Vickers | Medtecs | 0.24 | 0.225 | Hold | DCF |
Marco Polo - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/05/22 | SAC Capital | Marco Polo | 0.028 | 0.032 | Buy | PER8x FY22 |
03/25/22 | DMG & Partners | Marco Polo | 0.029 | 0.04 | Buy | |
06/03/22 | DMG & Partners | Marco Polo | 0.03 | 0.04 | Buy | DCF |
06/17/22 | UOB Kay Hian | Marco Polo | 0.028 | 0.043 | Buy | PB1.1x FY22 |
08/30/22 | DMG & Partners | Marco Polo | 0.037 | 0.05 | Buy | DCF |
12/07/22 | UOB Kay Hian | Marco Polo | 0.047 | 0.048 | Hold | PB1.1x FY23 |