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Wednesday, May 3, 2023

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

03/30/23

DMG & Partners

Marco Polo

0.043

0.06

Buy

DCF

Mapletree North Asia - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/03/22

Lim & Tan

Mapletree North Asia

1.11

0

Accept Offer


01/06/22

CIMB

Mapletree North Asia

1.09

1.13

Add

DDM

01/06/22

OCBC

Mapletree North Asia

1.09

1.15

Hold


03/21/22

Lim & Tan

Mapletree North Asia

1.12

0

Accept Offer


04/20/22

Lim & Tan

Mapletree North Asia

1.23

0

Accept Offer


04/21/22

CIMB

Mapletree North Asia

1.23

1.13

Hold


04/21/22

Citi Research

Mapletree North Asia

1.23

1.2

Hold


Stock calls for 2 May 2023

Date

Analyst

Company

Last

Target

Call

Valuation

05/02/23

DBS Vickers

AEM

3.38

3.35

Hold

PER10x FY24

05/02/23

Uob Kay Hian

Capitaland Integrated Commercial Trust

2.03

2.29

Buy

DDM

05/02/23

OCBC

Capitaland Integrated Commercial Trust

2.03

2.21

Buy


05/02/23

DMG & Partners

Capitaland Integrated Commercial Trust

2.03

2

Neutral

DDM

05/02/23

UOB Kay Hian

CDL Hospitality

1.26

1.55

Buy

DDM

05/02/23

Citi Research

CDL Hospitality

1.26

1.15

Sell

DDM

05/02/23

Kim Eng

Far East Hospitality

0.62

0.8

Buy


05/02/23

CIMB

Mapletree Commercial

1.76

1.9

Hold


05/02/23

UOB Kay Hian

Mapletree Industrial

2.38

2.82

Buy

DDM

05/02/23

OCBC

Mapletree Industrial

2.38

2.77

Buy


05/02/23

Lim & Tan

Mapletree Logistics

1.74

1.8

Neutral


05/02/23

DBS Vickers

Micro-Mechanics

2.1

1.75

Fully Valued

PER21x FY23/24

05/02/23

DMG & Partners

Sheng Siong

1.77

2

Buy

PER21x FY23

05/02/23

phillip

UOB

28.22

35.7

Buy

GGM, PB1.48x FY23

05/02/23

UOB Kay Hian

Wilmar

3.93

5.5

Buy

Sum of parts