China will continue to cut its US treasuries because of derisking and dedollarizing to avoid sanctions and confiscations in the future.  Furthermore, the real US economic situation is deteriorating as its debts are piling faster than its GDP growth ..read more

Date Analyst Company Last Target Call Valuation 04/12/24 Lim & Tan Broadway Industrial 0.127 0 Accumulate ..read more

Date Analyst Company Last Target Call Valuation 01/13/23 CIMB BRC Asia 1.83 2.5 Add 02/09/23 DBS Vickers BRC Asia 1.86 2.22 Buy 02/09/23 Lim & Tan BRC Asia 1.86 0 Hold 02/13/23 CIMB BRC Asia 1.82 2.4 Add PER6x CY24 02/16/23 Phillip BRC Asia 1.84 2.14 Buy PER7x FY23 03/10/23 UOB Kay Hian BRC Asia 1.77 1.66 Hold PER7x FY23 05/11/23 DBS Vickers BRC Asia 1.65 2.22 Buy 05/11/23 CIMB BRC Asia 1.65 2.2 Add 05/12/23 Lim & Tan BRC Asia 1 ..read more

Date Analyst Company Last Target Call Valuation 04/19/24 DBS Vickers Bumitama 0.76 0.9 Buy 04/19/24 UOB Kay Hian Centurion 0.46 0.57 Buy PER11.1x 04/19/24 UOB Kay Hian City Developments 5.69 8.2 Buy RNAV (30% discount) 04/19/24 Lim & Tan Comfortdelgro 1.46 0 Accumulate 04/19/24 DBS Vickers First Resources 1.41 2 Buy 04/19/24 DBS Vickers Genting 0.93 1.15 Buy 04/19/24 CIMB Hong Leong Asia 0.6 1 Add Sum of parts 04/19/24 UOB Kay Hian Propnex 0.92 1.0 ..read more

Date Analyst Company Last Target Call Valuation 02/07/23 Lim & Tan Boustead Projects 0.84 0.9 Hold Offer @ $0.90 ..read more

Date Analyst Company Last Target Call Valuation 02/07/23 CIMB Boustead 0.825 1.35 Add Sum of parts (20% disc) 06/08/23 CIMB Boustead 0.82 1.4 Add Sum of parts 09/25/23 OCBC Boustead 0.84 1.05 Buy Sum of parts 11/16/23 OCBC Boustead 0.86 1.2 Buy 12/01/23 CIMB Boustead 0.83 1.3 Add Sum of parts ..read more

Date Analyst Company Last Target Call Valuation 02/20/23 DBS Vickers Aztech 0.835 1.02 Buy 02/21/23 UOB Kay Hian Aztech 0.8 1.05 Buy PER8.5x FY23 02/21/23 DBS Vickers Aztech 0.8 1.15 Buy PER7x FY23 02/21/23 Lim & Tan Aztech 0.8 1.17 Buy 02/21/23 Kim Eng Aztech 0.8 1.02 Buy PER7X FY23 02/23/23 CIMB Aztech 0.845 0.91 Add PER7.5x FY23 04/04/23 UOB Kay Hian Aztech 0.815 1.05 Buy PER8.5x FY23 04/18/23 CIMB Aztech 0.81 0.91 Add 05/05/23 UOB Kay ..read more

Date Analyst Company Last Target Call Valuation 09/25/23 Amfrasers Banyan Tree 0.4 0.415 Buy 04/04/24 Amfrasers Banyan Tree 0.385 0.41 Buy ..read more

Date Analyst Company Last Target Call Valuation 04/18/24 DBS Vickers Frasers Logistics 1 1.44 Buy 04/18/24 CIMB Keppel DC Reit 1.66 1.88 Hold DDM 04/18/24 Lim & Tan Keppel DC Reit 1.66 1.88 Accumulate on weakness 04/18/24 UOB Kay Hian Keppel Pacific 0.14 0.35 Buy DDM 04/18/24 DMG & Partners Keppel Pacific 0.14 0.29 Buy DDM ..read more

Date Analyst Company Last Target Call Valuation 03/09/23 Lim & Tan Audience Analytics 0.31 0.425 Buy Sum of parts, PER10.6x FY23 ..read more