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Tuesday, April 4, 2023

Frasers Centrepoint Trust - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/18/22

DBS Vickers

Frasers Centrepoint Trust

2.25

2.9

Buy


01/18/22

OCBC

Frasers Centrepoint Trust

2.25

2.81

Buy


01/26/22

CIMB

Frasers Centrepoint Trust

2.28

2.92

Add


01/27/22

Kim Eng

Frasers Centrepoint Trust

2.27

2.9

Buy

DDM

01/28/22

CIMB

Frasers Centrepoint Trust

2.28

2.73

Add


01/31/22

Phillip

Frasers Centrepoint Trust

2.26

2.64

Buy

DDM

03/17/22

UOB Kay Hian

Frasers Centrepoint Trust

2.27

2.98

Buy


04/04/22

Kim Eng

Frasers Centrepoint Trust

2.44

2.9

Buy


04/05/22

Phillip

Frasers Centrepoint Trust

2.43

2.64

Buy


04/05/22

UOB Kay Hian

Frasers Centrepoint Trust

2.43

2.98

Buy


04/14/22

OCBC

Frasers Centrepoint Trust

2.39

2.67

Buy


04/27/22

DBS Vickers

Frasers Centrepoint Trust

2.44

2.9

Buy


04/27/22

Lim & Tan

Frasers Centrepoint Trust

2.44

2.69

Hold


04/28/22

CIMB

Frasers Centrepoint Trust

2.43

2.75

Add

DDM

04/28/22

OCBC

Frasers Centrepoint Trust

2.43

2.73

Buy


04/28/22

UOB Kay Hian

Frasers Centrepoint Trust

2.43

2.96

Buy


04/29/22

Phillip

Frasers Centrepoint Trust

2.47

2.71

Accumulate

DDM

06/01/22

UOB Kay Hian

Frasers Centrepoint Trust

2.34

2.96

Buy


06/03/22

UOB Kay Hian

Frasers Centrepoint Trust

2.28

2.79

Buy


06/23/22

DBS Vickers

Frasers Centrepoint Trust

2.23

2.9

Buy


07/01/22

UOB Kay Hian

Frasers Centrepoint Trust

2.29

2.74

Buy


07/01/22

DMG & Partners

Frasers Centrepoint Trust

2.29

2.45

Neutral

DDM

07/28/22

DBS Vickers

Frasers Centrepoint Trust

2.32

2.8

Buy


07/28/22

CIMB

Frasers Centrepoint Trust

2.32

2.75

Add

DDM

07/29/22

OCBC

Frasers Centrepoint Trust

2.35

2.55

Buy


07/29/22

Kim Eng

Frasers Centrepoint Trust

2.35

2.8

Buy


08/31/22

UOB Kay Hian

Frasers Centrepoint Trust

2.26

2.74

Buy

DDM

09/13/22

UOB Kay Hian

Frasers Centrepoint Trust

2.29

2.74

Buy

DDM

09/13/22

DBS Vickers

Frasers Centrepoint Trust

2.29

2.8

Buy


09/14/22

CIMB

Frasers Centrepoint Trust

2.28

2.75

Add

DDM

09/19/22

Phillip

Frasers Centrepoint Trust

2.26

2.38

Accumulate

DDM

09/27/22

UOB Kay Hian

Frasers Centrepoint Trust

2.23

2.56

Buy


10/03/22

UOB Kay Hian

Frasers Centrepoint Trust

2.17

2.56

Buy


10/26/22

Lim & Tan

Frasers Centrepoint Trust

2.01

2.48

Accumulate


10/27/22

DBS Vickers

Frasers Centrepoint Trust

2.07

2.6

Buy


10/27/22

CIMB

Frasers Centrepoint Trust

2.07

2.48

Add

DDM

10/31/22

UOB Kay Hian

Frasers Centrepoint Trust

2.08

2.46

Buy

DDM

11/04/22

GS

Frasers Centrepoint Trust

1.96

0

Sell


11/28/22

CLSA

Frasers Centrepoint Trust

2.06

2.1

Underperform

cut from $2.30

11/28/22

OCBC

Frasers Centrepoint Trust

2.06

2.36

Buy


12/05/22

DMG & Partners

Frasers Centrepoint Trust

2.01

2.09

Neutral

DDM

12/06/22

Kim Eng

Frasers Centrepoint Trust

2.05

2.8

Buy


12/06/22

Citi Research

Frasers Centrepoint Trust

2.05

2.13

Hold


01/18/23

DBS Vickers

Frasers Centrepoint Trust

2.12

2.6

Buy


01/30/23

UOB Kay Hian

Frasers Centrepoint Trust

2.24

2.52

Buy

DDM

01/30/23

CIMB

Frasers Centrepoint Trust

2.24

2.59

Add

DDM

01/30/23

DMG & Partners

Frasers Centrepoint Trust

2.24

2.1

Neutral

DDM

01/30/23

Citi Research

Frasers Centrepoint Trust

2.24

2.13

Hold


01/30/23

OCBC

Frasers Centrepoint Trust

2.24

2.28

Hold


02/03/23

Phillip

Frasers Centrepoint Trust

2.25

2.31

Accumulate

DDM

02/10/23

Kim Eng

Frasers Centrepoint Trust

2.19

2.4

Buy

DDM

Stock calls for 4 April 2023

Date

Analyst

Company

Last

Target

Call

Valuation

04/04/23

UOB Kay Hian

A-Reit

2.88

3.3

Buy


04/04/23

UOB Kay Hian

ART

1.01

1.39

Buy


04/04/23

UOB Kay Hian

Aztech

0.815

1.05

Buy

PER8.5x FY23

04/04/23

Lim & Tan

Capitaland Investment

3.75

4.23

Buy


04/04/23

DMG & Partners

Comfortdelgro

1.2

1.4

Buy

DCF

04/04/23

UOB Kay Hian

Frasers Logistics

1.31

1.56

Buy


04/04/23

Lim & Tan

Hongkong Land

4.4

5.11

Accumulate


04/04/23

UOB Kay Hian

Lendlease Reit

0.705

0.87

Buy


04/04/23

UOB Kay Hian

Mapletree Logistics

1.75

1.99

Buy


04/04/23

UOB Kay Hian

OCBC

12.46

16.92

Buy


04/04/23

UOB Kay Hian

Sembcorp Marine

0.123

0.156

Buy


04/04/23

CIMB

UOB

29.64

33.3

Add


Fortress Minerals - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/19/22

Phillip

Fortress Minerals

0.44

0.5

Accumulate

PER10x FY22

03/07/22

Amfrasers

Fortress Minerals

0.505

0.6

Buy


05/04/22

Phillip

Fortress Minerals

0.455

0.66

Buy

PER11x FY23

Food Empire - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/10/22

DMG & Partners

Food Empire

0.765

1.01

Buy


02/28/22

DMG & Partners

Food Empire

0.58

0.93

Buy


05/19/22

DMG & Partners

Food Empire

0.53

0.95

Buy

PER13x FY22

06/01/22

DMG & Partners

Food Empire

0.54

0.95

Buy


07/05/22

DMG & Partners

Food Empire

0.515

0.95

Buy

PER13x FY22

08/15/22

DMG & Partners

Food Empire

0.555

0.95

Buy

PER10x FY22

11/14/22

UOB Kay Hian

Food Empire

0.54

0.78

Buy

PER8.4x FY23

01/04/23

UOB Kay Hian

Food Empire

0.65

0.78

Buy

PER8.4x FY23

02/13/23

Kim Eng

Food Empire

0.765

1.2

Buy

PE11x FY23

03/01/23

UOB Kay Hian

Food Empire

0.83

1.28

Buy

PER10.5x FY23

03/02/23

Kim Eng

Food Empire

0.835

1.29

Buy

PER11x FY23

03/16/23

DMG & Partners

Food Empire

0.87

1.39

Buy

PER10x FY23

First Sponsor - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

02/25/22

Phillip

First Sponsor

1.35

1.39

Hold

Sum of parts

08/05/22

Phillip

First Sponsor

1.27

1.39

Accumulate

Sum of parts

11/02/22

Phillip

First Sponsor

1.24

1.39

Accumulate

Sum of parts

Stock calls for 3 April 2023

Date

Analyst

Company

Last

Target

Call

Valuation

04/03/23

Lim & Tan

Civmec

0.685

0

Buy


04/03/23

DMG & Partners

DBS

33

39.8

Buy


04/03/23

CIMB

Thai Beverage

0.63

0.88

Add


04/03/23

Lim & Tan

Tianjin Zhongxin

1.53

1.88

Buy


04/03/23

CIMB

Venture

17.67

20.1

Add


Sunday, April 2, 2023

Does Belarus have sovereignty rights, territorial integrity, and political independence?

The western world always advocates and supports sovereignty rights, territorial integrity and political independence for an independent state.  However, when a country exercises such rights against the interest of the western world, that "independent" country will become a target of the western world.

Belarus is an independent state and it has the prerogative to form any strategic military alliance with another country for its own security.  By depriving Belarus of such rights, the western world has violated the sovereignty rights of a nation.

If the western world can deprive Belarus, Cuba and Solomon of such rights, Russia also has the same prerogative to deprive Ukraine of joining NATO based on the universal rules based order unless the rules based order is discriminatory.

https://sg-stock.blogspot.com/2022/03/the-hard-truth-russia-is-not-wrong-to.html

China is investigating Micron chips for cybersecurity breaches.


Micron has 11% exposure to the China market and China's investigation into Micron will definitely make the other semiconductor manufacturers uptight because of the tit-for-tat action against the US.  Although the 11% is insignificant to Micron, the other Chinese electronic component supplies are the ones that worry the semiconductor manufacturers as China is a manufacturing hub.  These semiconductor manufacturers' sales will decline severely if China restricts the sales of other electronic components to them.