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Tuesday, January 23, 2018

South Korea has removed anonymity in cryptocurrency.

https://finance.yahoo.com/news/south-korea-ban-cryptocurrency-traders-using-anonymous-bank-020713849--sector.html

Bitcoin prices are falling again because of the removal of anonymity in cryptocurrency prior to the G20 summit.

We did mention that the removal of anonymity would cause the bitcoin prices to fall.

http://sg-stock.blogspot.sg/2018/01/cryptocurrencies-have-crashed-but-have.html

Singapore has no future when we've ignorant MP in the parliament.

https://www.channelnewsasia.com/news/singapore/not-enough-awareness-in-singapore-about-rohingya-crisis-louis-ng-9885166

There is a reason why people are silent about the Rohingya crisis.  Only ignorant people will make the most noise because these ignorant people do not understand historical feud.

We did state this previously in our posting below.

https://sg-stock.blogspot.sg/2018/01/the-world-is-silent-on-rohingya-because.html

If there is enough awareness, it will make the UK look so bad.  Does SG want to badmouth the UK publicly? I don't think so.


Monday, January 22, 2018

China has named the USA as the real threat to global trade!

https://sg.news.yahoo.com/china-says-united-states-real-threat-global-trade-090631527.html

We did state that the USA was the real threat previously in our posting below.

We're glad that China has labelled the USA as the real threat publicly now.  We really need to stand up against the USA or else there won't be any peace in Asia.

http://sg-stock.blogspot.sg/2017/09/the-real-threat-to-global-trade.html

It doesn't pay to be a samaritan in Singapore.

https://sg.news.yahoo.com/shanmugam-kidnap-scares-beware-spreading-untrue-stories-042558898.html

These 2 incidents show that being a Samaritan is not encouraged in Singapore.  Please think twice when you try to do a good deed in Singapore because people will call POLICE to report you for being a Samaritan.

When you see someone gets drenched in the rain, do not offer your kind gesture or you will be reported to the police for harbouring malicious intention.  Welcome to this new society now!

Keppel T&T - Stock calls


Date Analyst Company Last Target Call Valuation
01/20/16 CIMB Keppel T&T 1.41 1.74 Add Sum of parts (20% discount)
04/15/16 CIMB Keppel T&T 1.4 1.72 Add Sum of parts (20% discount)
07/21/16 CIMB Keppel T&T 1.42 1.83 Add Sum of parts (20% discount)
09/21/16 UOB Kay Hian Keppel T&T 1.685 2.28 Buy Sum of parts (10% discount)
10/03/16 UOB Kay Hian Keppel T&T 1.835 2.28 Buy
10/20/16 UOB Kay Hian Keppel T&T 1.8 2.36 Buy PER30x
10/21/16 CIMB Keppel T&T 1.77 1.77 Hold Sum of parts (20% discount)
11/21/16 UOB Kay Hian Keppel T&T 1.715 2.36 Buy
12/05/16 UOB Kay Hian Keppel T&T 1.66 2.36 Buy
12/06/16 UOB Kay Hian Keppel T&T 1.68 2.53 Buy Sum of parts (10% discount)
01/03/17 UOB Kay Hian Keppel T&T 1.715 2.53 Buy
01/26/17 CIMB Keppel T&T 1.765 1.7 Hold Sum of parts (20% discount)
01/26/17 UOB Kay Hian Keppel T&T 1.765 2.51 Buy Sum of parts
03/21/17 UOB Kay Hian Keppel T&T 1.75 2.51 Buy
04/07/17 Lim & Tan Keppel T&T 1.765 0 Buy
04/19/17 CIMB Keppel T&T 1.755 1.73 Hold Sum of parts (20% discount)
04/19/17 UOB Kay Hian Keppel T&T 1.755 2.51 Buy Sum of parts
05/17/17 UOB Kay Hian Keppel T&T 1.745 2.51 Buy Sum of parts
09/08/17 UOB Kay Hian Keppel T&T 1.5 1.9 Buy Sum of parts
10/02/17 UOB Kay Hian Keppel T&T 1.49 1.9 Buy Sum of parts

Keppel Reit - Stock calls


Date Analyst Company Last Target Call Valuation
01/05/16 UOB Kay Hian Keppel Reit 0.935 1.22 Buy DDM
01/08/16 DBS Vickers Keppel Reit 0.92 1.12 Buy DCF
01/14/16 Kim Eng Keppel Reit 0.91 0.88 Hold Yield 7.25%
01/18/16 Lim & Tan Keppel Reit 0.895 0 Hold
01/19/16 CIMB Keppel Reit 0.88 1.08 Add DDM
01/19/16 Credit Suisse Keppel Reit 0.88 0.95 Neutral
01/19/16 DIR Keppel Reit 0.88 0.9 Hold DDM
01/19/16 DMG & Partners Keppel Reit 0.88 0.83 Neutral DDM
01/20/16 Jefferies Keppel Reit 0.9 1.25 Buy
01/26/16 Deutsche Keppel Reit 0.88 1 Hold
02/25/16 Deutsche Keppel Reit 0.92 1 Hold
02/25/16 JP Morgan Keppel Reit 0.92 0.85 Underweight
02/29/16 UOB Kay Hian Keppel Reit 0.935 1.22 Buy DDM
03/07/16 CIMB Keppel Reit 0.975 1.08 Add
03/14/16 DIR Keppel Reit 0.99 0.88 Underperform DDM
03/17/16 DMG & Partners Keppel Reit 0.995 0.83 Neutral DDM
03/24/16 Deutsche Keppel Reit 0.99 1 Hold
03/28/16 UOB Kay Hian Keppel Reit 1 1.22 Buy
04/05/16 Deutsche Keppel Reit 0.975 1 Hold
04/13/16 Kim Eng Keppel Reit 1 0.97 Hold Yield 6.75%
04/15/16 CIMB Keppel Reit 1.005 1.08 Add DDM
04/15/16 Credit Suisse Keppel Reit 1.005 0.95 Neutral
04/15/16 DBS Vickers Keppel Reit 1.005 1.11 Buy DCF
04/15/16 DIR Keppel Reit 1.005 0.88 Underperform DDM
04/15/16 DMG & Partners Keppel Reit 1.005 0.83 Neutral DDM
04/15/16 UOB Kay Hian Keppel Reit 1.005 1.22 Buy
04/18/16 Lim & Tan Keppel Reit 1.01 0 Hold
05/03/16 UOB Kay Hian Keppel Reit 1.05 1.22 Buy
05/17/16 CIMB Keppel Reit 1.04 1.08 Add
05/17/16 Deutsche Keppel Reit 1.04 1 Hold
05/17/16 Kim Eng Keppel Reit 1.04 0.97 Hold
06/07/16 Credit Suisse Keppel Reit 1.05 0.95 Neutral
06/23/16 JP Morgan Keppel Reit 1.045 0.95 Underweight
06/23/16 Kim Eng Keppel Reit 1.045 0.97 Hold
07/04/16 DMG & Partners Keppel Reit 1.05 0.83 Neutral
07/08/16 UOB Kay Hian Keppel Reit 1.07 1.22 Buy
07/18/16 UOB Kay Hian Keppel Reit 1.075 1.31 Buy DDM
07/19/16 Credit Suisse Keppel Reit 1.095 1 Neutral
07/19/16 JP Morgan Keppel Reit 1.095 1 Underweight
07/20/16 CIMB Keppel Reit 1.08 1.14 Add
07/20/16 DBS Vickers Keppel Reit 1.08 1.26 Buy
07/20/16 DIR Keppel Reit 1.08 0.92 Underperform DDM
07/20/16 Kim Eng Keppel Reit 1.08 1.05 Hold Yield 6.25%
07/20/16 Lim & Tan Keppel Reit 1.08 0 Hold
07/26/16 Deutsche Keppel Reit 1.07 1 Hold
08/01/16 UOB Kay Hian Keppel Reit 1.065 1.31 Buy
08/16/16 DBS Vickers Keppel Reit 1.06 1.26 Buy
09/05/16 DBS Vickers Keppel Reit 1.085 1.26 Buy
09/07/16 Credit Suisse Keppel Reit 1.135 1 Neutral
09/09/16 Kim Eng Keppel Reit 1.125 1.21 Buy
10/14/16 DIR Keppel Reit 1.115 0.92 Underperform
10/19/16 CIMB Keppel Reit 1.115 1.14 Hold DDM
10/19/16 DBS Vickers Keppel Reit 1.115 1.23 Buy DCF
10/19/16 DIR Keppel Reit 1.115 0.95 Underperform DDM
10/19/16 JP Morgan Keppel Reit 1.115 1.2 Overweight
10/19/16 Kim Eng Keppel Reit 1.115 1.21 Buy Yield 5.25%
10/19/16 UOB Kay Hian Keppel Reit 1.115 1.31 Buy DDM
11/08/16 DBS Vickers Keppel Reit 1.075 1.23 Buy
11/16/16 Deutsche Keppel Reit 1.025 1 Hold
11/16/16 JP Morgan Keppel Reit 1.025 1.15 Overweight
11/18/16 Kim Eng Keppel Reit 1.065 1.21 Buy
12/05/16 DMG & Partners Keppel Reit 1.05 0.99 Neutral
12/06/16 Kim Eng Keppel Reit 1.06 1.21 Buy
12/07/16 Deutsche Keppel Reit 1.05 1 Hold
12/09/16 UOB Kay Hian Keppel Reit 1.05 1.21 Buy
12/12/16 JP Morgan Keppel Reit 1.055 1.15 Overweight
01/09/17 DBS Vickers Keppel Reit 1.05 1.23 Buy DCF
01/09/17 Morgan Stanley Keppel Reit 1.05 0.9 Underweight
01/11/17 Kim Eng Keppel Reit 1.055 1.21 Buy
01/25/17 CIMB Keppel Reit 1.045 1.03 Hold DDM
01/25/17 Credit Suisse Keppel Reit 1.045 0.97 Neutral
01/25/17 DIR Keppel Reit 1.045 0.95 Underperform DDM
01/25/17 DMG & Partners Keppel Reit 1.045 0.99 Neutral DDM
01/25/17 Kim Eng Keppel Reit 1.045 1.18 Buy
01/25/17 Religare Keppel Reit 1.045 1.02 Hold
01/25/17 UOB Kay Hian Keppel Reit 1.045 1.21 Buy DDM
02/07/17 DIR Keppel Reit 1.19 0.92 Underperform DDM
02/09/17 Credit Suisse Keppel Reit 1.02 1 Neutral
02/17/17 JP Morgan Keppel Reit 1.015 1.15 Overweight
02/28/17 Deutsche Keppel Reit 1.025 1 Hold
03/07/17 UOB Kay Hian Keppel Reit 1.02 1.21 Buy
03/10/17 DMG & Partners Keppel Reit 1.01 0.99 Neutral
03/17/17 DBS Vickers Keppel Reit 1.015 1.23 Buy
04/07/17 DMG & Partners Keppel Reit 1.055 0.99 Neutral DDM
04/11/17 UOB Kay Hian Keppel Reit 1.055 1.21 Buy
04/18/17 DIR Keppel Reit 1.055 0.92 Underperform DDM
04/18/17 Kim Eng Keppel Reit 1.055 1.18 Buy Yield 5.25%
04/20/17 CIMB Keppel Reit 1.07 1.09 Hold DDM
04/21/17 DIR Keppel Reit 1.05 0.94 Underperform DDM
05/18/17 DBS Vickers Keppel Reit 1.065 1.23 Buy
05/18/17 Deutsche Keppel Reit 1.065 1.1 Hold
05/25/17 UOB Kay Hian Keppel Reit 1.095 1.3 Buy
06/12/17 DBS Vickers Keppel Reit 1.14 1.23 Buy
06/22/17 Deutsche Keppel Reit 1.145 1.1 Hold
06/22/17 OCBC Keppel Reit 1.145 1.23 Buy
07/03/17 DIR Keppel Reit 1.145 0.98 Underperform DDM
07/11/17 Kim Eng Keppel Reit 1.15 1.18 Buy
07/12/17 DMG & Partners Keppel Reit 1.16 0.99 Neutral
07/19/17 UOB Kay Hian Keppel Reit 1.17 1.3 Buy DDM
07/19/17 DMG & Partners Keppel Reit 1.17 1.05 Neutral DDM
07/19/17 Credit Suisse Keppel Reit 1.17 0.97 Underperform
07/19/17 CIMB Keppel Reit 1.17 1.16 Hold DDM
07/19/17 Kim Eng Keppel Reit 1.17 1.18 Hold
07/19/17 DBS Vickers Keppel Reit 1.17 1.23 Buy DCF
08/01/17 DBS Vickers Keppel Reit 1.16 1.23 Buy
09/21/17 DMG & Partners Keppel Reit 1.175 1.05 Neutral
09/25/17 Kim Eng Keppel Reit 1.165 1.18 Hold
10/19/17 DMG & Partners Keppel Reit 1.195 1.05 Neutral
10/19/17 DBS Vickers Keppel Reit 1.195 1.28 Buy DCF
10/19/17 DIR Keppel Reit 1.195 0.98 Underperform DDM
10/19/17 UOB Kay Hian Keppel Reit 1.195 1.3 Buy DDM
10/19/17 CIMB Keppel Reit 1.195 1.2 Hold DDM
11/03/17 Morgan Stanley Keppel Reit 1.175 0.95 Underweight Target Yield 6.5%
11/28/17 Macquarie Keppel Reit 1.25 1.3 Outperform
12/01/17 UOB Kay Hian Keppel Reit 1.26 1.43 Buy
12/18/17 DBS Vickers Keppel Reit 1.25 1.39 Buy
12/18/17 Kim Eng Keppel Reit 1.25 1.19 Hold Target yield 5.25%, Up from $1.16
01/04/18 Deutsche Keppel Reit 1.27 1.25 Hold
01/05/18 DMG & Partners Keppel Reit 1.27 1.05 Neutral

Keppel KBS - Stock calls


Date Analyst Company Last Target Call Valuation
01/15/18 DBS Vickers Keppel KBS 0.905 0.95 Buy DCF

Stock calls for 22 January 2018


Date Analyst Company Last Target Call Valuation
01/22/18 DMG & Partners Cache Logistics 0.88 0.96 Buy DDM
01/22/18 phillip Cache Logistics 0.88 0.92 Accumulate DDM
01/22/18 DBS Vickers Cache Logistics 0.88 0.9 Hold
01/22/18 OCBC Cache Logistics 0.88 0.81 Hold
01/22/18 CIMB China Sunsine 1.04 1.5 Add PER9.8x CY19
01/22/18 OCBC Keppel Corp 8.25 9.32 Buy
01/22/18 OCBC Sembcorp Marine 2.3 2.37 Hold PB2x FY18
01/22/18 DMG & Partners SGX 7.98 9 Buy PER24x FY19
01/22/18 Kim Eng SGX 7.98 8.82 Buy PER23x FY19
01/22/18 DBS Vickers SGX 7.98 8.9 Buy DDM, PER21x FY19
01/22/18 OCBC SGX 7.98 8.16 Hold PER24x FY18
01/22/18 CIMB SGX 7.98 8.5 Add PER24x FY19
01/22/18 phillip SGX 7.98 9 Accumulate DCF
01/22/18 Lim & Tan ST Engineering 3.32 0 Buy

Can China save Noble Group after the failure of Abu Dhabi?

https://www.theedgesingapore.com/chinese-conglomerate-interested-buying-noble-group

We're unsure whether this Chinese conglomerate will buy Noble Group because the commodity industry is still in a doldrum.  Therefore, the Chinese will definitely demand a heavy discount for the takeover.

https://sg-stock.blogspot.sg/2018/01/nobles-future-is-getting-from-bad-to.html

Even the previous white knight, Goldilocks, cannot save Noble Group.  Is Goldilocks willing to take a substantial haircut to sell Noble Group to the Chinese conglomerate?

https://sg-stock.blogspot.sg/2017/07/noble-group-update.html

Saturday, January 20, 2018

The US government has shut down on Friday!

https://sg.news.yahoo.com/ap-explains-why-government-close-shutdown-233759096--politics.html

The federal government has no money to pay its government employees anymore.  Therefore, it is shutting down its offices, leaving the essential services still operating with limited manpower.

On the other hand, Trump is reducing the tax revenues despite running out of money to please his supporters.  Trump's tax policies will add USD$1.5T to the national debt within a decade.

When a government has no money from its coffer to pay its employees, do you think it has the money to repay its national debts?  There is no way the USA is able to repay its national debt of more than USD$20T but no media will report this publicly.  The day of reckoning will come as it is just a matter of time.

Instead of focusing on increasing its government coffer, the US government is diverting the attention away from its debt problem to China by getting the media to do fearmongering and smearing campaign against China, be it militarily or economically.  China's crash story has been spinning around for more than a decade but China has not collapsed yet and its economic growth has been around 7% insofar.

With an ever-increasing colossal debt and economic growth of around 3%, the USA economic health is definitely declining.  There will come a time when the death cross appears on the chart.


Baltic dry index -1125

Today, Friday, January 19 2018, the Baltic Dry Index decreased by 14 points, reaching 1125 points.
Baltic Dry Index is compiled by the London-based Baltic Exchange and covers prices for transported cargo such as coal, grain and iron ore. The index is based on a daily survey of agents all over the world. Baltic Dry hit a temporary peak on May 20, 2008, when the index hit 11,793. The lowest level ever reached was on Wednesday the 10th of February 2016, when the index dropped to 290 points.
==================
Related stocks: Sembcorp Marine, Cosco & Pan Ocean

US rig count - 936

HOUSTON (AP) - The number of rigs exploring for oil and natural gas in the U.S. decreased by three this week to 936.
That exceeds the 694 rigs that were active this time a year ago.
Houston oilfield services company Baker Hughes reported on Friday that 747 rigs were drilling for oil and 189 for natural gas this week.
Among oil- and gas-producing states, Wyoming gained three rigs, West Virginia increased by two and Louisiana, New Mexico, Pennsylvania and Texas each gained one.
Colorado and Ohio each lost four rigs and Alaska, North Dakota and Utah each decreased by one.
Arkansas, California and Oklahoma were unchanged.
The U.S. rig count peaked at 4,530 in 1981. It bottomed out in May of 2016 at 404.

========================

Related stocks: Keppel Corp, Sembcorp Marine, Cosco


Friday, January 19, 2018

Keppel Infrastructure - Stock calls


Date Analyst Company Last Target Call Valuation
01/19/16 DBS Vickers Keppel Infrastructure 0.475 0.55 Hold
04/14/16 Credit Suisse Keppel Infrastructure 0.505 0.57 Outperform
04/14/16 DBS Vickers Keppel Infrastructure 0.505 0.56 Buy
04/14/16 UOB Kay Hian Keppel Infrastructure 0.505 0.55 Hold DCF, Buy @ $0.48
07/19/16 Credit Suisse Keppel Infrastructure 0.51 0.57 Outperform
10/18/16 DBS Vickers Keppel Infrastructure 0.505 0.56 Buy DCF
10/18/16 UOB Kay Hian Keppel Infrastructure 0.505 0.55 Hold DCF
01/24/17 DBS Vickers Keppel Infrastructure 0.495 0.56 Buy DCF
01/24/17 UOB Kay Hian Keppel Infrastructure 0.495 0.54 Hold Buy below $0.475
04/07/17 Credit Suisse Keppel Infrastructure 0.525 0.57 Outperform
04/18/17 DBS Vickers Keppel Infrastructure 0.53 0.56 Buy DCF
07/19/17 Credit Suisse Keppel Infrastructure 0.565 0.57 Neutral
07/19/17 DBS Vickers Keppel Infrastructure 0.565 0.6 Buy DDM
10/17/17 DBS Vickers Keppel Infrastructure 0.55 0.6 Buy DDM

Keppel DC Reit - Stock calls


Date Analyst Company Last Target Call Valuation
01/08/16 DBS Vickers Keppel DC Reit 1.01 1.14 Buy DCF
01/08/16 Phillip Keppel DC Reit 1.01 1.13 Accumulate DDM
01/15/16 Credit Suisse Keppel DC Reit 1.01 1.13 Outperform
01/15/16 Lim & Tan Keppel DC Reit 1.01 0 Hold
01/15/16 OCBC Keppel DC Reit 1.01 1.24 Buy
01/22/16 CIMB Keppel DC Reit 0.98 1.18 Add DDM
01/26/16 Deutsche Keppel DC Reit 0.96 1.15 Buy
03/07/16 CIMB Keppel DC Reit 1.06 1.18 Add DDM
03/24/16 Deutsche Keppel DC Reit 1.075 1.15 Buy
04/05/16 Deutsche Keppel DC Reit 1.045 1.15 Buy
04/13/16 Kim Eng Keppel DC Reit 1.055 1.14 Not Rated
04/14/16 CIMB Keppel DC Reit 1.065 1.18 Add DDM
04/14/16 DBS Vickers Keppel DC Reit 1.065 1.14 Buy DCF
04/14/16 Lim & Tan Keppel DC Reit 1.065 0 Hold
04/14/16 OCBC Keppel DC Reit 1.065 1.24 Buy
04/14/16 Phillip Keppel DC Reit 1.065 1.13 Accumulate DDM
04/15/16 Credit Suisse Keppel DC Reit 1.07 1.13 Outperform
05/17/16 CIMB Keppel DC Reit 1.075 1.18 Add
05/17/16 Deutsche Keppel DC Reit 1.075 1.15 Buy
06/20/16 Deutsche Keppel DC Reit 1.075 1.15 Buy
06/20/16 JP Morgan Keppel DC Reit 1.075 1.15 Overweight
06/22/16 OCBC Keppel DC Reit 1.085 1.24 Buy
07/08/16 Phillip Keppel DC Reit 1.165 1.13 Neutral DDM
07/19/16 CIMB Keppel DC Reit 1.17 1.27 Add PB1.4x
07/19/16 Credit Suisse Keppel DC Reit 1.17 1.23 Outperform
07/19/16 DBS Vickers Keppel DC Reit 1.17 1.22 Buy
07/19/16 JP Morgan Keppel DC Reit 1.17 1.2 Overweight
07/19/16 Lim & Tan Keppel DC Reit 1.17 0 Hold
07/19/16 OCBC Keppel DC Reit 1.17 1.27 Buy
07/26/16 Deutsche Keppel DC Reit 1.17 1.15 Buy
08/04/16 CIMB Keppel DC Reit 1.19 1.27 Add DDM
08/12/16 OCBC Keppel DC Reit 1.205 1.27 Buy
08/15/16 CIMB Keppel DC Reit 1.185 1.29 Add DDM
08/15/16 OCBC Keppel DC Reit 1.185 1.3 Buy
08/16/16 DBS Vickers Keppel DC Reit 1.195 1.22 Buy
08/18/16 Phillip Keppel DC Reit 1.19 1.26 Accumulate DDM
08/31/16 Credit Suisse Keppel DC Reit 1.2 1.23 Outperform
09/02/16 Lim & Tan Keppel DC Reit 1.205 0 Hold
09/06/16 CIMB Keppel DC Reit 1.195 1.29 Add
10/12/16 Phillip Keppel DC Reit 1.225 1.29 Accumulate DDM
10/18/16 CIMB Keppel DC Reit 1.225 1.33 Add DDM
10/18/16 JP Morgan Keppel DC Reit 1.225 1.25 Overweight
10/18/16 Lim & Tan Keppel DC Reit 1.225 0 Buy on weakness
10/18/16 OCBC Keppel DC Reit 1.225 1.35 Buy
10/18/16 Phillip Keppel DC Reit 1.225 1.26 Accumulate DDM
11/01/16 Credit Suisse Keppel DC Reit 1.245 1.31 Outperform
11/04/16 CIMB Keppel DC Reit 1.24 1.33 Add
11/08/16 OCBC Keppel DC Reit 1.215 1.35 Buy
11/11/16 Phillip Keppel DC Reit 1.21 1.26 Accumulate
11/16/16 Deutsche Keppel DC Reit 1.165 1.3 Buy
11/16/16 JP Morgan Keppel DC Reit 1.165 1.2 Overweight
11/29/16 DBS Vickers Keppel DC Reit 1.21 1.33 Buy DCF
12/07/16 CIMB Keppel DC Reit 1.225 1.22 Hold
12/07/16 Deutsche Keppel DC Reit 1.225 1.3 Buy
12/07/16 OCBC Keppel DC Reit 1.225 1.35 Buy
01/09/17 CIMB Keppel DC Reit 1.23 1.18 Hold DDM
01/09/17 DBS Vickers Keppel DC Reit 1.23 1.33 Buy DCF
01/24/17 CIMB Keppel DC Reit 1.215 1.21 Hold DDM
01/24/17 Lim & Tan Keppel DC Reit 1.215 0 Hold
01/24/17 OCBC Keppel DC Reit 1.215 1.39 Buy
01/25/17 Credit Suisse Keppel DC Reit 1.205 1.31 Outperform
01/25/17 DBS Vickers Keppel DC Reit 1.205 1.3 Buy DCF
01/25/17 Phillip Keppel DC Reit 1.205 1.15 Hold DDM, PB1.21x FY17
02/17/17 JP Morgan Keppel DC Reit 1.165 1.25 Overweight
02/20/17 Phillip Keppel DC Reit 1.175 1.15 Neutral
02/28/17 Deutsche Keppel DC Reit 1.165 1.2 Hold
03/01/17 CIMB Keppel DC Reit 1.18 1.21 Add DDM
03/06/17 OCBC Keppel DC Reit 1.165 1.39 Buy
03/17/17 DBS Vickers Keppel DC Reit 1.195 1.3 Buy
04/03/17 OCBC Keppel DC Reit 1.2 1.39 Buy
04/07/17 Lim & Tan Keppel DC Reit 1.215 0 Buy
04/18/17 CIMB Keppel DC Reit 1.225 1.26 Add DDM
04/18/17 Credit Suisse Keppel DC Reit 1.225 1.31 Outperform
04/18/17 Lim & Tan Keppel DC Reit 1.225 0 Hold
04/18/17 Phillip Keppel DC Reit 1.225 1.15 Neutral DDM
05/08/17 Phillip Keppel DC Reit 1.24 1.15 Neutral
05/18/17 DBS Vickers Keppel DC Reit 1.23 1.3 Buy
05/29/17 OCBC Keppel DC Reit 1.28 1.39 Buy
06/22/17 Deutsche Keppel DC Reit 1.26 1.2 Hold
07/18/17 Phillip Keppel DC Reit 1.32 1.28 Hold DDM, PB1.35x FY17
07/18/17 Credit Suisse Keppel DC Reit 1.32 1.47 Outperform
07/18/17 OCBC Keppel DC Reit 1.32 1.39 Buy DDM
07/18/17 CIMB Keppel DC Reit 1.32 1.28 Hold DDM
07/19/17 DBS Vickers Keppel DC Reit 1.33 1.4 Buy
08/18/17 Phillip Keppel DC Reit 1.275 1.28 Neutral DDM, PB1.35x FY17
08/22/17 OCBC Keppel DC Reit 1.285 1.39 Buy
09/04/17 CIMB Keppel DC Reit 1.285 1.28 Hold
09/13/17 DBS Vickers Keppel DC Reit 1.295 1.44 Buy
09/14/17 Phillip Keppel DC Reit 1.29 1.31 Neutral DDM, PB1.37x FY17
09/14/17 Lim & Tan Keppel DC Reit 1.29 0 Hold
09/26/17 CIMB Keppel DC Reit 1.305 1.36 Add
10/17/17 Phillip Keppel DC Reit 1.35 1.36 Neutral DDM, PB1.42x FY17
10/17/17 OCBC Keppel DC Reit 1.35 1.39 Buy
10/17/17 Lim & Tan Keppel DC Reit 1.35 0 Hold
10/17/17 CIMB Keppel DC Reit 1.35 1.37 Hold
10/19/17 DBS Vickers Keppel DC Reit 1.345 1.44 Buy DCF
11/20/17 OCBC Keppel DC Reit 1.4 1.5 Buy PB1.47x FY18

Stock calls for 19 January 2018


Date Analyst Company Last Target Call Percent Valuation
01/19/18 UOB Kay Hian A-Reit 2.77 3.05 Buy 10.11
01/19/18 Kim Eng A-Reit 2.77 3 Buy 8.30
01/19/18 Kim Eng Cache Logistics 0.875 0.9 Hold 2.86 DDM
01/19/18 CIMB Cache Logistics 0.875 0.85 Hold -2.86 DDM
01/19/18 UOB Kay Hian CapitaCommercial 1.92 2.09 Buy 8.85
01/19/18 CIMB Comfortdelgro 2.01 2.15 Hold 6.97
01/19/18 CIMB First Reit 1.41 1.44 Hold 2.13 DDM
01/19/18 OCBC First Reit 1.41 1.48 Buy 4.96
01/19/18 DBS Vickers Frasers Commercial Trust 1.51 1.71 Buy 13.25 DCF
01/19/18 Kim Eng Mapletree Industrial 2.11 2.1 Buy -0.47
01/19/18 DBS Vickers Soilbuild Reit 0.7 0.62 Hold -11.43 DCF
01/19/18 Lim & Tan Soilbuild Reit 0.7 0 Hold -100.00
01/19/18 Lim & Tan Venture 23.15 0 Buy -100.00
01/19/18 UOB Kay Hian Wing Tai 2.34 2.78 Buy 18.80

Hot news! Japan will release its own cryptocurrency in March 2018.

https://www.investopedia.com/news/japans-biggest-bank-releasing-its-own-cryptocurrency-march/?partner=YahooSA&yptr=yahoo

This is the first official cryptocurrency which cannot be mined by others in Japan.

Since this is a government-issued cryptocurrency, there won't be anonymity for this cryptocurrency which is in line with the upcoming G20 summit discussion in March 2018.

The timing for the launch is uncanny because G20 is also held in March 2018.

Thursday, January 18, 2018

Keppel Corp - Stock calls


Date Analyst Company Last Target Call Valuation
01/04/16 DMG & Partners Keppel Corp 6.51 10 Buy
01/06/16 Macquarie Keppel Corp 6.45 5.3 Underperform PB0.9x
01/08/16 Kim Eng Keppel Corp 5.82 7.7 Hold
01/08/16 Nomura Keppel Corp 5.82 5.67 Reduce
01/08/16 UOB Kay Hian Keppel Corp 5.82 6.3 Hold PB0.85x
01/12/16 Lim & Tan Keppel Corp 5.54 0 Buy
01/13/16 Amfrasers Keppel Corp 5.15 7.16 Hold
01/19/16 DMG & Partners Keppel Corp 4.85 8.08 Buy Sum of parts, PB2.5x, PER8x FY16
01/19/16 Nomura Keppel Corp 4.85 5.05 Neutral Sum of parts
01/20/16 Kim Eng Keppel Corp 5.18 4.24 Sell Sum of parts
01/22/16 Amfrasers Keppel Corp 4.8 4.26 Sell Sum of parts
01/22/16 CIMB Keppel Corp 4.8 4.39 Hold RNAV (30% discount)
01/22/16 Credit Suisse Keppel Corp 4.8 5.1 Neutral
01/22/16 DIR Keppel Corp 4.8 5.4 Outperform Sum of parts
01/22/16 Lim & Tan Keppel Corp 4.8 0 Buy
01/22/16 OCBC Keppel Corp 4.8 4.38 Hold Sum of parts (10% discount), PB0.7x
01/22/16 UOB Kay Hian Keppel Corp 4.8 6.05 Buy PB0.85x
01/25/16 DBS Vickers Keppel Corp 5.02 5.25 Hold RNAV (10% discount)
01/26/16 Deutsche Keppel Corp 4.81 7 Hold
01/28/16 Deutsche Keppel Corp 4.75 4.8 Hold
01/28/16 Kim Eng Keppel Corp 4.75 4.24 Sell Sum of parts
02/03/16 DIR Keppel Corp 4.9 5.4 Outperform Sum of parts
02/22/16 OCBC Keppel Corp 5.34 4.38 Hold
03/07/16 UOB Kay Hian Keppel Corp 6.1 6.6 Buy
03/09/16 Amfrasers Keppel Corp 5.77 4.26 Sell
03/09/16 DIR Keppel Corp 5.77 5.5 Hold Sum of parts (10% discount)
03/09/16 Kim Eng Keppel Corp 5.77 4.24 Sell
03/09/16 Lim & Tan Keppel Corp 5.77 0 Hold
03/11/16 DBS Vickers Keppel Corp 5.9 5.25 Hold Sum of parts, PB0.8x FY16
03/14/16 Credit Suisse Keppel Corp 6.14 5 Underperform
03/14/16 UOB Kay Hian Keppel Corp 6.14 6.5 Buy Sum of parts
03/17/16 DIR Keppel Corp 5.98 5.68 Hold Sum of parts (20% discount)
03/22/16 OCBC Keppel Corp 6.03 5.07 Hold Sum of parts (10% discount), PB0.9x
03/28/16 DMG & Partners Keppel Corp 5.87 8.08 Buy
03/30/16 Kim Eng Keppel Corp 5.74 4.42 Sell Sum of parts
04/01/16 DIR Keppel Corp 5.83 5.68 Hold Sum of parts (20% discount)
04/07/16 CIMB Keppel Corp 5.65 5.53 Hold RNAV (30% discount)
04/07/16 DBS Vickers Keppel Corp 5.65 5.25 Hold
04/07/16 Lim & Tan Keppel Corp 5.65 0 Hold
04/19/16 Amfrasers Keppel Corp 6 5.6 Hold Sum of parts
04/19/16 CIMB Keppel Corp 6 5.14 Reduce RNAV
04/19/16 Credit Suisse Keppel Corp 6 5 Underperform
04/19/16 Kim Eng Keppel Corp 6 4.42 Sell Sum of parts
04/19/16 Macquarie Keppel Corp 6 5.3 Underperform
04/19/16 OCBC Keppel Corp 6 5.57 Hold Sum of parts
04/19/16 UOB Kay Hian Keppel Corp 6 6.4 Hold Sum of parts, Buy @ $5.40
05/04/16 Lim & Tan Keppel Corp 5.4 0 Hold
05/17/16 Amfrasers Keppel Corp 5.11 5.6 Buy Sum of parts
05/18/16 Deutsche Keppel Corp 5.42 5.9 Hold Sum of parts
05/20/16 UOB Kay Hian Keppel Corp 5.22 6.4 Hold
05/24/16 OCBC Keppel Corp 5.3 5.57 Hold
06/06/16 Kim Eng Keppel Corp 5.38 4.42 Sell
06/10/16 Credit Suisse Keppel Corp 5.71 5 Underperform Sum of parts
06/14/16 UOB Kay Hian Keppel Corp 5.4 6.4 Hold
06/16/16 DIR Keppel Corp 5.39 5.67 Hold Sum of parts
06/27/16 OCBC Keppel Corp 5.3 5.57 Hold
07/05/16 UOB Kay Hian Keppel Corp 5.57 6.4 Hold
07/14/16 Credit Suisse Keppel Corp 5.57 5 Underperform
07/15/16 DIR Keppel Corp 5.59 5.61 Hold Sum of parts (10% discount)
07/15/16 Macquarie Keppel Corp 5.59 5.8 Neutral
07/22/16 Amfrasers Keppel Corp 5.58 5.67 Hold Sum of parts
07/22/16 CIMB Keppel Corp 5.58 5.14 Reduce RNAV
07/22/16 DBS Vickers Keppel Corp 5.58 5.25 Hold
07/22/16 Kim Eng Keppel Corp 5.58 4.5 Sell
07/22/16 Lim & Tan Keppel Corp 5.58 0 Hold
07/22/16 OCBC Keppel Corp 5.58 5.68 Hold Buy @ $5.30
07/22/16 UOB Kay Hian Keppel Corp 5.58 5.7 Hold Buy @ $5.10
08/11/16 Deutsche Keppel Corp 5.25 5.5 Hold
08/11/16 UOB Kay Hian Keppel Corp 5.25 5.7 Hold Buy @ $5.10
09/05/16 DIR Keppel Corp 5.19 5.39 Hold Sum of parts
09/08/16 Lim & Tan Keppel Corp 5.41 0 Hold
09/19/16 OCBC Keppel Corp 5.22 5.68 Hold
09/21/16 Kim Eng Keppel Corp 5.27 4.54 Sell Sum of parts
10/03/16 UOB Kay Hian Keppel Corp 5.42 5.7 Hold
10/06/16 Lim & Tan Keppel Corp 5.39 0 Hold
10/10/16 DIR Keppel Corp 5.46 5.72 Hold Sum of parts (10% discount)
10/21/16 CIMB Keppel Corp 5.44 5.14 Reduce RNAV
10/21/16 Credit Suisse Keppel Corp 5.44 5 Underperform
10/21/16 DBS Vickers Keppel Corp 5.44 5.25 Hold Sum of parts, PB0.8x FY16
10/21/16 Kim Eng Keppel Corp 5.44 4.57 Sell Sum of parts
10/21/16 OCBC Keppel Corp 5.44 5.71 Hold
10/21/16 UOB Kay Hian Keppel Corp 5.44 5.04 Hold Sum of parts, Buy @ $4.85
10/24/16 Macquarie Keppel Corp 5.31 5.8 Neutral Sum of parts
11/03/16 Amfrasers Keppel Corp 5.25 5.93 Buy
11/03/16 OCBC Keppel Corp 5.25 5.71 Hold
11/04/16 Credit Suisse Keppel Corp 5.27 5 Underperform
12/02/16 DMG & Partners Keppel Corp 5.89 6.52 Buy
12/05/16 CIMB Keppel Corp 5.93 5.14 Reduce RNAV
12/07/16 Deutsche Keppel Corp 5.9 5.5 Hold
12/07/16 UOB Kay Hian Keppel Corp 5.9 6.25 Hold PB1.2x
12/12/16 OCBC Keppel Corp 5.93 5.71 Hold
12/13/16 Kim Eng Keppel Corp 6.28 4.57 Sell Sum of parts
12/22/16 Lim & Tan Keppel Corp 5.9 0 Hold
12/22/16 Morgan Stanley Keppel Corp 5.9 5.8 Equal Weight
01/03/17 DMG & Partners Keppel Corp 5.79 6.52 Buy Sum of parts
01/05/17 Deutsche Keppel Corp 5.82 5.9 Hold Sum of parts (15% discount)
01/16/17 DIR Keppel Corp 6.12 5.72 Hold
01/25/17 Credit Suisse Keppel Corp 6.36 5 Underperform
01/27/17 CIMB Keppel Corp 6.38 5.21 Reduce RNAV
01/27/17 DIR Keppel Corp 6.38 5.93 Hold Sum of parts (10% discount)
01/27/17 DMG & Partners Keppel Corp 6.38 7.39 Buy Sum of parts, PER10x FY17
01/27/17 Lim & Tan Keppel Corp 6.38 0 Sell Bloomberg consensus $5.79
01/27/17 OCBC Keppel Corp 6.38 6.26 Hold
01/27/17 UOB Kay Hian Keppel Corp 6.38 6.45 Hold Sum of parts, Buy @ $5.90
01/31/17 Amfrasers Keppel Corp 6.27 6.5 Hold Sum of parts
01/31/17 DBS Vickers Keppel Corp 6.27 6 Hold Sum of parts
02/17/17 CLSA Keppel Corp 6.53 7.6 Buy
02/22/17 OCBC Keppel Corp 6.57 7.4 Buy
03/01/17 Credit Suisse Keppel Corp 6.81 8.7 Outperform Sum of parts
03/14/17 DIR Keppel Corp 6.75 6.44 Hold Sum of parts
03/14/17 Deutsche Keppel Corp 6.75 6.4 Hold
03/20/17 DBS Vickers Keppel Corp 6.87 6 Hold Sum of parts, PB0.9x FY17
03/20/17 UOB Kay Hian Keppel Corp 6.87 6.45 Hold Sum of parts, Buy @ $6.10
03/21/17 CIMB Keppel Corp 6.85 7.24 Hold Sum of parts
03/22/17 DMG & Partners Keppel Corp 6.83 7.77 Buy Sum of parts, PER10.6x FY17
03/22/17 OCBC Keppel Corp 6.83 7.4 Buy
03/22/17 UOB Kay Hian Keppel Corp 6.83 6.98 Hold Sum of parts, Buy @ $6.25
04/07/17 Credit Suisse Keppel Corp 6.84 8.7 Outperform
04/11/17 Lim & Tan Keppel Corp 6.96 0 Hold
04/21/17 CIMB Keppel Corp 6.55 7.24 Hold Sum of parts
04/21/17 DIR Keppel Corp 6.55 6.44 Hold Sum of parts (10% discount)
04/21/17 OCBC Keppel Corp 6.55 7.36 Buy PB1.1x
04/21/17 UOB Kay Hian Keppel Corp 6.55 6.55 Hold Sum of parts, Buy @ $5.90
04/24/17 DBS Vickers Keppel Corp 6.56 6 Hold Sum of parts, PB0.9x FY17
04/24/17 DMG & Partners Keppel Corp 6.56 7.56 Buy Sum of parts
04/25/17 Amfrasers Keppel Corp 6.51 7.02 Buy Sum of parts
04/28/17 Macquarie Keppel Corp 6.57 5.8 Neutral
05/24/17 UOB Kay Hian Keppel Corp 6.55 6.55 Hold
05/30/17 DMG & Partners Keppel Corp 6.48 7.55 Buy Sum of parts
06/02/17 OCBC Keppel Corp 6.46 7.36 Buy Sum of parts (10% discount)
06/20/17 UOB Kay Hian Keppel Corp 6.31 6.55 Hold
06/30/17 DMG & Partners Keppel Corp 6.36 7.34 Buy Sum of parts
07/04/17 Credit Suisse Keppel Corp 6.32 8.7 Outperform
07/05/17 DIR Keppel Corp 6.34 6.44 Hold Sum of parts
07/05/17 OCBC Keppel Corp 6.34 7.36 Buy
07/07/17 UOB Kay Hian Keppel Corp 6.4 6.55 Hold Sum of parts, Buy @ $5.90
07/21/17 UOB Kay Hian Keppel Corp 6.53 6.86 Hold Sum of parts, Buy @ $6.20
07/21/17 CIMB Keppel Corp 6.53 7.24 Hold Sum of parts
07/21/17 DIR Keppel Corp 6.53 6.39 Hold Sum of parts
07/21/17 DBS Vickers Keppel Corp 6.53 7.6 Buy Sum of parts, PB1.1x FY17
07/21/17 Lim & Tan Keppel Corp 6.53 0 Hold
07/24/17 Macquarie Keppel Corp 6.58 5.8 Neutral
07/24/17 Amfrasers Keppel Corp 6.58 7.61 Buy Sum of parts
08/01/17 Credit Suisse Keppel Corp 6.41 8.7 Outperform PER12.1x FY17, PB0.9x
08/18/17 Lim & Tan Keppel Corp 6.33 0 Hold
08/18/17 DBS Vickers Keppel Corp 6.33 7.6 Buy Sum of parts
08/25/17 CIMB Keppel Corp 6.36 7.24 Hold Sum of parts
08/25/17 Morgan Stanley Keppel Corp 6.36 6.18 Equal Weight Sum of parts
08/29/17 DMG & Partners Keppel Corp 6.39 7.34 Buy Sum of parts
09/13/17 OCBC Keppel Corp 6.27 7.36 Buy
09/15/17 UOB Kay Hian Keppel Corp 6.29 6.86 Hold
09/20/17 DBS Vickers Keppel Corp 6.38 7.6 Buy Sum of parts
09/20/17 Deutsche Keppel Corp 6.38 7.5 Buy
09/27/17 Credit Suisse Keppel Corp 6.46 8.7 Outperform
10/02/17 UOB Kay Hian Keppel Corp 6.49 6.71 Hold
10/05/17 Lim & Tan Keppel Corp 6.52 0 Buy
10/06/17 OCBC Keppel Corp 6.59 7.36 Buy
10/09/17 DBS Vickers Keppel Corp 6.68 7.6 Buy
10/11/17 Credit Suisse Keppel Corp 6.77 8.7 Outperform Sum of parts
10/13/17 CIMB Keppel Corp 6.79 8.58 Add Sum of parts
10/20/17 OCBC Keppel Corp 7.02 7.73 Buy
10/20/17 Amfrasers Keppel Corp 7.02 7.61 Buy Sum of parts
10/20/17 UOB Kay Hian Keppel Corp 7.02 8.35 Buy Sum of parts
10/20/17 Lim & Tan Keppel Corp 7.02 0 Buy
10/23/17 DMG & Partners Keppel Corp 7.3 7.92 Buy Sum of parts
10/27/17 OCBC Keppel Corp 7.4 8.31 Buy Sum of parts
11/03/17 Morgan Stanley Keppel Corp 7.66 6.18 Equal Weight Sum of parts
11/09/17 UOB Kay Hian Keppel Corp 7.57 8.35 Buy
11/09/17 Deutsche Keppel Corp 7.57 8.6 Buy
11/17/17 CIMB Keppel Corp 7.28 8.58 Add
11/24/17 Lim & Tan Keppel Corp 7.59 0 Buy
11/29/17 OCBC Keppel Corp 7.74 8.41 Buy
12/04/17 Lim & Tan Keppel Corp 7.76 0 Buy
12/08/17 UOB Kay Hian Keppel Corp 7.49 8.98 Buy Sum of parts
12/18/17 Amfrasers Keppel Corp 7.53 8.67 Buy Sum of parts
12/20/17 CIMB Keppel Corp 7.5 8.58 Add Sum of parts
12/26/17 Amfrasers Keppel Corp 7.47 8.04 Buy Sum of parts
12/26/17 OCBC Keppel Corp 7.47 8.12 Buy Sum of parts (10% discount)
12/26/17 Lim & Tan Keppel Corp 7.47 0 Hold
12/27/17 Deutsche Keppel Corp 7.29 8.1 Buy Sum of parts (20% discount)
01/02/17 UOB Kay Hian Keppel Corp 7.35 8.75 Buy Sum of parts
01/02/17 CIMB Keppel Corp 7.35 8.58 Add Sum of parts
01/09/18 DBS Vickers Keppel Corp 7.77 9.8 Buy Sum of parts, PB1.3x FY18
01/10/18 Amfrasers Keppel Corp 7.85 8.04 Buy