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Saturday, November 18, 2017

Baltic dry index - 1371

Today, Friday, November 17 2017, the Baltic Dry Index climbed by 10 points, reaching 1371 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.
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Related stocks: Sembcorp Marine, Cosco & Pan Ocean.

US rig count - 915

HOUSTON (AP) - The number of rigs exploring for oil and natural gas in the U.S. increased by eight this week to 915.
That's up from the 588 rigs that were active a year ago.
Houston oilfield services company Baker Hughes said Friday that 738 rigs sought oil and 177 explored for natural gas this week.
Among major oil- and gas-producing states, Texas gained seven rigs, Louisiana added four and Ohio and Utah were up one apiece.
Alaska, Colorado, New Mexico, North Dakota, Oklahoma and Wyoming declined by one each.
Arkansas, California, Pennsylvania and West Virginia were unchanged.
The U.S. rig count peaked at 4,530 in 1981. It bottomed out in May of 2016 at 404.
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Related stocks: Keppel Corp, Sembcorp Marine & Cosco

Robot is getting more human like now.

Can you do a backflip like this robot?

Friday, November 17, 2017

Alibaba Jack Ma's movie 功守道

Enjoy!

China has responded finally to Singapore invitation to part take in the HSR tender.

https://www.channelnewsasia.com/news/singapore/china-gears-up-to-woo-singapore-in-bid-for-high-speed-rail-9415766

Look like our PM Lee's visit to China has paid off.  China has reciprocated by responding to SG's invitation albeit much later than Japan (August 2017).  This is a goodwill gesture by China.

http://sg-stock.blogspot.sg/2017/09/why-is-china-so-blase-about-singapore.html

http://www.channelnewsasia.com/news/singapore/japan-courts-singapore-in-bid-for-high-speed-rail-project-to-kl-9163550#cxrecs_s

Saudi Arab has a huge budget deficit that it is trying to fill.

https://sg.finance.yahoo.com/news/saudi-officials-reportedly-offer-freedom-095000659.html

Saudi's national budget is based on around USD$80 oil but the oil prices have been hovering at around USD$55 now.  Therefore, there is a significant shortfall in the budget.

How is Saudi going to make up for the shortfall?

By imposing a 70% confiscation of wealth on the arrested parties.


Fitch downgraded Noble Group after DBS dumped Noble.

https://sg.finance.yahoo.com/news/fitch-lowers-noble-group-rating-says-default-appears-095447764--finance.html

Default risk is definitely much higher than before now especially when more banks start to dump Noble.

Aspen - Stock calls


Date Analyst Company Last Target Call Valuation
09/29/17 CIMB Aspen 0.23 0.29 Add
10/20/17 DMG & Partners Aspen 0.22 0.31 Buy RNAV (45% discount)
11/14/17 CIMB Aspen 0.22 0.29 Add RNAV (45% discount)

Asiaphos - Stock calls


Date Analyst Company Last Target Call Valuation
03/18/16 NRA Asiaphos 0.089 0.225 Overweight PB2.3x FY15
05/09/16 NRA Asiaphos 0.092 0.225 Overweight Sum of parts
08/16/16 NRA Asiaphos 0.088 0.195 Overweight
11/15/16 NRA Asiaphos 0.082 0.195 Overweight
09/14/17 NRA Asiaphos 0.095 0.167 Overweight

Stock calls for 17 November 2017


Date Analyst Company Last Target Call Valuation
11/17/17 Lim & Tan Capitaland 3.53 0 Buy
11/17/17 phillip China Everbright 0.445 0.59 Buy PER17.4x FY18
11/17/17 Kim Eng Guocoland 2.19 2.9 Buy
11/17/17 Kim Eng Ho Bee 2.53 3 Buy
11/17/17 CIMB Keppel Corp 7.28 8.58 Add
11/17/17 DBS Vickers Mermaid Maritime 0.138 0.14 Hold PB0.6x
11/17/17 Phillip RE & S 0.22 0 Subscribe IPO

Singapore non-oil domestic exports (NODX) - Part 7

http://www.businesstimes.com.sg/government-economy/quick-takes-singapores-export-rebound-could-mask-slowing-electronics-output

Singapore NODX decreased 1.1% in September YOY.

Year on year changes:
October 2017: 20.9%
September 2017: -1.1%
August 2017: 16.7%
July 2017: 8.5%
June 2017: 8.2%
May 2017: -1.2%
Apr 2017: -0.7%
Mar 2017: 16.5%
Feb 2017: 21.1%
Jan 2017: 8.6%
Dec 2016: 9.1%
Nov 2016: 15.6%
https://sg-stock.blogspot.sg/2017/10/singapore-non-oil-domestic-exports-nodx.html

Chinese bike-sharing firm has gone bankrupt.

http://en.people.cn/n3/2017/1116/c90000-9293509.html

This is not surprising even though China has 1.4B people because the shared bike business model is a flawed concept.

We reported this before.

https://sg-stock.blogspot.sg/2017/08/shared-bikes-business-model-is-flawed.html

Thursday, November 16, 2017

Ascendas India Trust - Stock calls


Date Analyst Company Last Target Call Valuation
01/08/16 DBS Vickers Ascendas India Trust 0.87 0.9 Hold DDM
01/25/16 DBS Vickers Ascendas India Trust 0.765 0.91 Buy DDM
03/21/16 DBS Vickers Ascendas India Trust 0.845 1.03 Buy DDM
04/28/16 DBS Vickers Ascendas India Trust 0.935 1.02 Buy
07/25/16 DBS Vickers Ascendas India Trust 1 1.06 Buy
07/29/16 DBS Vickers Ascendas India Trust 1.02 1.07 Buy
08/16/16 DBS Vickers Ascendas India Trust 1.075 1.07 Buy
10/26/16 DBS Vickers Ascendas India Trust 1.075 1.13 Buy DDM
01/09/17 DBS Vickers Ascendas India Trust 1.025 1.13 Buy DDM
02/01/17 DBS Vickers Ascendas India Trust 1.05 1.12 Buy DDM
02/01/17 Lim & Tan Ascendas India Trust 1.05 0 Hold
04/27/17 DBS Vickers Ascendas India Trust 1.135 1.2 Buy DDM
07/25/17 DBS Vickers Ascendas India Trust 1.16 1.15 Hold DDM
10/26/17 DBS Vickers Ascendas India Trust 1.145 1.15 Hold DDM

Ascendas Hospitality Trust - Stock calls


Date Analyst Company Last Target Call Valuation
01/08/16 DBS Vickers Ascendas Hospitality Trust 0.75 0.77 Buy DCF FY17
04/06/16 DBS Vickers Ascendas Hospitality Trust 0.765 0.77 Hold DCF
04/06/16 Lim & Tan Ascendas Hospitality Trust 0.765 0 Trading Sell
05/13/16 DBS Vickers Ascendas Hospitality Trust 0.69 0.8 Buy
08/12/16 DBS Vickers Ascendas Hospitality Trust 0.735 0.8 Buy
10/18/16 DBS Vickers Ascendas Hospitality Trust 0.73 0.8 Buy
11/10/16 DBS Vickers Ascendas Hospitality Trust 0.735 0.84 Buy DCF FY18
01/09/17 DBS Vickers Ascendas Hospitality Trust 0.715 0.84 Buy DCF
06/19/17 DBS Vickers Ascendas Hospitality Trust 0.81 0.88 Buy DCF

Stock calls for 16 November 2017


Date Analyst Company Last Target Call Valuation
11/16/17 CIMB Mermaid Maritime 0.138 0.14 Reduce PB0.4x CY17
11/16/17 DBS Vickers Procurri 0.235 0.18 Fully Valued RNAV (6% discount)
11/16/17 DBS Vickers Religare Health Trust 0.895 0.85 Hold DDM, Offer $0.90
11/16/17 CIMB Religare Health Trust 0.895 0.92 Hold DDM, PB1.08x
11/16/17 OCBC Singapore Myanmar 0.45 0.665 Buy PER16x FY19
11/16/17 DBS Vickers Singapore Post 1.28 1.23 Hold DCF
11/16/17 Kim Eng Singapore Post 1.28 1.5 Buy DCF
11/16/17 UOB Kay Hian Singapore Post 1.28 1.34 Hold Sum of parts, Buy @ $1.20
11/16/17 CIMB Singapore Post 1.28 1.28 Hold DCF
11/16/17 OCBC Singapore Post 1.28 1.26 Hold
11/16/17 Lim & Tan Singtel 3.69 0 Buy
11/16/17 DMG & Partners Spackman 0.112 0.2 Buy DCF, PER15x FY18
11/16/17 DBS Vickers Wilmar 3.22 3.5 Hold DCF, PER15x FY18

Hong Kong security is getting worse. Stay away from South Asians in HK.

Please stay away from South Asians in Hong Kong because they're getting bolder and no longer respect the laws.  Many of them have joined the HK triads.  The South Asians are Pakistani, Indian and Bangladeshi.

This drunk Pakistani pushed a female cleaner down the MRT platform.

Just look at this South Asian who robbed a jewellery shop in daylight with a hammer.

3 South Asians fought with elderly Hongkongers in the MRT.

http://www.thestandard.com.hk/section-news.php?id=188650&sid=4

Oct 2017 News
Quote:
According to the police, 13 men - 10 South Asians and three Hong Kong Chinese - burst into the B&B Mongkok Hotel on the 16th floor of Kingland Apartments on Nathan Road shortly before 1am yesterday.
Two South Asians then knocked on the door of two mainlanders staying in the guesthouse and rushed in when the door was opened.
They slapped and manhandled the two men before leaving with a backpack containing HK$2.3 million in cash and an iPhone worth HK$8,000.
End Quote.

Trump offered to mediate on South China Sea issue but Duterte slapped him in the face.

http://www.khmertimeskh.com/5090214/trump-offers-mediate-south-china-sea/

Duterte rejected Trump's offer outright because he knew the ulterior motive of Trump.  Trump is not really genuine in mediating the South China Sea issue and he just wants to stir more troubles in South China Sea for USA political interest.

Duterte saw through Trump's ruse immediately because the USA would create troubles wherever it was involved and the Middle East was a superb example.

A pensive man who is critical about our SMRT and GOVERNMENT.

This man is so disappointed in our SMRT & Government and is brave enough to come forth publicly to criticize our SMRT & Government for the better of Singapore.

However, I know that our Minister Khaw, Malay reserved President and SMRT top management won't step down.  As long as Singaporeans support the one-party system in Singapore, we can NEVER boot out the incompetent "elitists".


Wednesday, November 15, 2017

Ascott Residence Trust (ART) - Stock calls


Date Analyst Company Last Target Call Valuation
01/04/16 UOB Kay Hian ART 1.185 1.39 Buy
01/08/16 DBS Vickers ART 1.15 1.33 Buy DCF
01/26/16 Lim & Tan ART 1.1 0 Buy
01/26/16 OCBC ART 1.1 1.28 Buy
01/27/16 CIMB ART 1.115 1.19 Hold DDM
01/27/16 DIR ART 1.115 1.28 Outperform DDM
03/10/16 OCBC ART 1.13 1.28 Buy
03/15/16 CIMB ART 1.13 1.19 Hold DDM
03/15/16 DBS Vickers ART 1.13 1.33 Buy
03/15/16 DIR ART 1.13 1.21 Outperform DDM
03/15/16 Lim & Tan ART 1.13 0 Buy on weakness
03/16/16 OCBC ART 1.075 1.29 Buy
03/16/16 UOB Kay Hian ART 1.075 1.39 Buy DDM
04/12/16 OCBC ART 1.1 1.29 Buy
04/13/16 DBS Vickers ART 1.11 1.33 Buy
04/18/16 CIMB ART 1.125 1.14 Hold
04/18/16 DBS Vickers ART 1.125 1.28 Buy
04/18/16 UOB Kay Hian ART 1.125 1.36 Buy
05/03/16 UOB Kay Hian ART 1.135 1.36 Buy
05/18/16 OCBC ART 1.125 1.29 Buy
06/14/16 CIMB ART 1.125 1.14 Hold
06/17/16 UOB Kay Hian ART 1.11 1.36 Buy
06/22/16 OCBC ART 1.115 1.29 Buy
06/29/16 CIMB ART 1.09 1.16 Hold DDM
07/13/16 Lim & Tan ART 1.12 0 Buy
07/14/16 UOB Kay Hian ART 1.13 1.36 Buy
07/18/16 UOB Kay Hian ART 1.135 1.39 Buy
07/20/16 OCBC ART 1.135 1.29 Buy
07/21/16 DBS Vickers ART 1.145 1.31 Buy
07/21/16 DIR ART 1.145 1.24 Outperform DDM
07/21/16 OCBC ART 1.145 1.24 Buy
07/21/16 Religare ART 1.145 1.22 Hold
07/21/16 UOB Kay Hian ART 1.145 1.37 Buy DDM
07/22/16 CIMB ART 1.16 1.18 Hold DDM
07/22/16 Credit Suisse ART 1.16 1.23 Neutral
08/01/16 UOB Kay Hian ART 1.13 1.37 Buy
08/04/16 DIR ART 1.125 1.24 Outperform
08/16/16 DBS Vickers ART 1.15 1.31 Buy
08/29/16 OCBC ART 1.145 1.24 Buy
08/31/16 Credit Suisse ART 1.135 1.23 Neutral
09/15/16 DIR ART 1.135 1.24 Outperform DDM
10/05/16 UOB Kay Hian ART 1.145 1.37 Buy DDM
10/06/16 OCBC ART 1.145 1.24 Buy
10/14/16 DIR ART 1.14 1.24 Outperform DDM
10/18/16 DBS Vickers ART 1.14 1.31 Buy
10/21/16 CIMB ART 1.135 1.18 Hold DDM
10/21/16 DBS Vickers ART 1.135 1.32 Buy DCF
11/21/16 CIMB ART 1.135 1.11 Hold
11/21/16 OCBC ART 1.135 1.24 Buy
12/09/16 UOB Kay Hian ART 1.165 1.3 Buy
12/16/16 OCBC ART 1.155 1.24 Buy
01/04/17 OCBC ART 1.14 1.24 Buy
01/04/17 UOB Kay Hian ART 1.14 1.3 Buy DDM
01/09/17 DBS Vickers ART 1.16 1.32 Buy DCF
01/18/17 DIR ART 1.17 1.24 Outperform DDM
01/24/17 Lim & Tan ART 1.17 0 Buy
01/25/17 CIMB ART 1.185 1.14 Hold DDM
01/25/17 DBS Vickers ART 1.185 1.28 Buy DCF
01/25/17 OCBC ART 1.185 1.22 Hold
01/31/17 Credit Suisse ART 1.185 1.23 Neutral
02/08/17 DIR ART 1.14 1.24 Outperform DDM
03/07/17 Lim & Tan ART 1.17 0 Hold CR = 29 for 100 @ $0.919
03/07/17 UOB Kay Hian ART 1.17 1.3 Buy
03/08/17 CIMB ART 1.13 1 Reduce DDM
03/08/17 Credit Suisse ART 1.13 1.11 Neutral
03/08/17 DIR ART 1.13 1.12 Hold DDM
03/08/17 OCBC ART 1.13 1.16 Hold Target $1.105 ex-rights 29-for-100 @ $0.919
03/08/17 UOB Kay Hian ART 1.13 1.2 Hold DDM, Ex rights 29 for 100 $0.919
03/23/17 OCBC ART 1.065 1.105 Hold
04/06/17 OCBC ART 1.1 1.05 Hold
04/11/17 UOB Kay Hian ART 1.09 1.2 Hold
04/17/17 OCBC ART 1.09 1.105 Hold
04/18/17 DIR ART 1.095 1.12 Hold
04/24/17 DBS Vickers ART 1.09 1.16 Buy DCF, Ex-Rights
04/24/17 DIR ART 1.09 1.08 Hold DDM
04/24/17 OCBC ART 1.09 1.09 Hold
04/24/17 UOB Kay Hian ART 1.09 1.15 Hold DDM, Buy @ $1 or below
05/25/17 UOB Kay Hian ART 1.12 1.17 Hold DDM, Buy @ $1
05/31/17 Lim & Tan ART 1.125 0 Buy
06/01/17 CIMB ART 1.125 1.05 Hold DDM
06/01/17 DBS Vickers ART 1.125 1.16 Buy
06/01/17 OCBC ART 1.125 1.095 Hold
07/04/17 DBS Vickers ART 1.16 1.16 Buy
07/04/17 OCBC ART 1.16 1.095 Hold
07/20/17 Lim & Tan ART 1.175 0 Sell
07/21/17 CIMB ART 1.195 1.14 Hold DDM
07/21/17 DIR ART 1.195 1.12 Hold DDM
07/21/17 UOB Kay Hian ART 1.195 1.18 Hold DDM, Buy @ $1
07/24/17 DBS Vickers ART 1.21 1.28 Buy DCF
08/17/17 DBS Vickers ART 1.18 1.28 Buy DCF
09/29/17 OCBC ART 1.18 1.1 Hold
10/23/17 UOB Kay Hian ART 1.215 1.18 Hold
10/25/17 OCBC ART 1.22 1.11 Hold
10/25/17 CIMB ART 1.22 1.16 Hold DDM
10/25/17 DBS Vickers ART 1.22 1.28 Buy DCF

Asian Pay TV - Stock calls


02/24/16 DBS Vickers APTV 0.63 0.62 Hold DCF
02/24/16 Lim & Tan APTV 0.63 0 Hold
05/10/16 Lim & Tan APTV 0.595 0 Hold
05/11/16 Amfrasers APTV 0.595 0.51 Hold EV/Ebitda9.7x FY16
04/21/17 Phillip APTV 0.49 0.64 Buy DCF, EV/Ebitda10.7x
05/16/17 Phillip APTV 0.55 0.64 Buy DCF, EV/Ebitda10.7x
05/17/17 Amfrasers APTV 0.55 0.65 Buy DDM
08/15/17 Phillip APTV 0.58 0.64 Buy
08/16/17 Amfrasers APTV 0.58 0.6 Buy DDM
11/14/17 Phillip APTV 0.605 0.64 Accumulate

Stock calls for 15 November 2017


Date Analyst Company Last Target Call Valuation
11/15/17 DMG & Partners Amara 0.54 0.88 Buy PB0.65x
11/15/17 Kim Eng Bumitama 0.835 0.95 Buy PER14x FY17
11/15/17 DMG & Partners Bumitama 0.835 0.95 Buy PER12x FY18
11/15/17 UOB Kay Hian Bumitama 0.835 1.03 Buy PER13x FY18
11/15/17 Credit Suisse Bumitama 0.835 1 Outperform
11/15/17 DMG & Partners China Everbright 0.45 0.54 Buy DCF
11/15/17 DMG & Partners Delfi 1.45 1.65 Buy DCF
11/15/17 DBS Vickers First Resources 1.93 2.18 Buy DCF, PER14.5x FY18
11/15/17 UOB Kay Hian First Resources 1.93 1.95 Hold PER16x FY18, Buy @ $1.75
11/15/17 Credit Suisse First Resources 1.93 2.3 Neutral
11/15/17 Amfrasers Frencken 0.54 0.66 Buy PER10x FY18
11/15/17 UOB Kay Hian Golden Agri 0.39 0.34 Hold PER13x FY18, Buy @ $0.3
11/15/17 OCBC Golden Agri 0.39 0.37 Hold
11/15/17 Credit Suisse Golden Agri 0.39 0.35 Underperform
11/15/17 CIMB Golden Agri 0.39 0.36 Reduce PER15x FY19
11/15/17 CIMB HMI 0.715 0.83 Add DCF
11/15/17 phillip HMI 0.715 0.83 Buy DCF
11/15/17 UOB Kay Hian HMI 0.715 0.83 Buy DCF
11/15/17 Kim Eng HMI 0.715 0.8 Buy DCF
11/15/17 UOB Kay Hian ISDN 0.245 0.35 Buy
11/15/17 Amfrasers Japan Foods 0.43 0.53 Buy DCF
11/15/17 OCBC KSH 0.865 0.79 Hold
11/15/17 Lim & Tan Singapore Post 1.3 0 Hold
11/15/17 UOB Kay Hian Wheelock Properties 1.95 2.33 Buy RNAV (15% discount)
11/15/17 DBS Vickers Yanlord 1.74 2.25 Buy PER7.1x FY18

China has the fastest supercomputers for the fourth time in a row.

http://en.people.cn/n3/2017/1114/c90000-9292150.html

China took the first and 2nd spots in the fastest supercomputers in the world.

Great job, China!

Dr Watson is the best medical AI.

https://www.technologyreview.com/s/607965/a-reality-check-for-ibms-ai-ambitions/

IBM's medical AI, Watson, can diagnose and provide at least 3 treatment plans for the patients.  It is currently on trial in Taiwan and Japan.

Dr Watson is able to do much better than a medical doctor because it can analyze from its huge databases and prescribe the latest treatments and medicines whereby a medical doctor cannot.

This is really good news for the public.

Hot news! SMRT collision!

https://sg.news.yahoo.com/23-injured-smrt-trains-collide-joo-koon-mrt-station-030029616.html

What happened to the safety feature? The train behind shouldn't move when there is an existing train in the station.

Who will the government blame this time?  The top management is always getting away from the blame.

Tuesday, November 14, 2017

APAC Realty - Stock calls


Date Analyst Company Last Target Call Valuation
09/25/17 Lim & Tan APAC Realty 0.66 0 Subscribe IPO
11/09/17 DBS Vickers APAC Realty 0.89 1.03 Buy DCF & PER15x FY18
11/13/17 DBS Vickers APAC Realty 0.905 1.12 Buy DCF & PER15x FY18

Amara - Stock calls


Date Analyst Company Last Target Call Valuation
04/12/17 DMG & Partners Amara 0.54 0.88 Buy PB0.65x
05/17/17 DMG & Partners Amara 0.56 0.88 Buy PB0.65x
10/09/17 DMG & Partners Amara 0.53 0.88 Buy

Stock calls for 14 November 2017


Date Analyst Company Last Target Call Valuation
11/14/17 Phillip APTV 0.605 0.64 Accumulate
11/14/17 CIMB Aspen 0.22 0.29 Add RNAV (45% discount)
11/14/17 DMG & Partners Avi-Tech 0.525 0.59 Buy DCF, PER12x FY18
11/14/17 phillip CNMC 0.28 0.3 Neutral DCF
11/14/17 DMG & Partners Comfortdelgro 2.1 2 Neutral DCF, PER14.5x FY18
11/14/17 Kim Eng First Resources 1.95 2.04 Hold PER17x FY17
11/14/17 DMG & Partners First Resources 1.95 2.13 Neutral PER13x FY18
11/14/17 CIMB First Resources 1.95 2.13 Add PER13x FY19
11/14/17 DBS Vickers Frasers Centrepoint Ltd 2.05 2.35 Buy RNAV (20% discount), PB1x
11/14/17 CIMB Frasers Centrepoint Ltd 2.05 2.37 Add RNAV (30% discount)
11/14/17 OCBC Midas 0.215 0.225 Hold
11/14/17 DMG & Partners Moya Asia 0.101 0.17 Buy DCF
11/14/17 DMG & Partners Neo Group 0.66 0.64 Neutral PER21x FY18
11/14/17 phillip Old Chang Kee 0.75 0.98 Buy DCF
11/14/17 DBS Vickers PACC Offshore 0.345 0.41 Buy PB0.8x
11/14/17 DBS Vickers Pan-United 0.575 0.51 Fully Valued
11/14/17 SAC Advisors Sanli Env 0.3 0.36 Buy
11/14/17 CIMB Valuetronics 1.01 1.1 Add PER11x CY19
11/14/17 DBS Vickers Vard 0.245 0.25 Hold PB0.78x, P/NTA0.99x, Offer price $0.25
11/14/17 UOB Kay Hian Wilmar 3.32 4.1 Buy Sum of parts, PER14x FY18
11/14/17 DMG & Partners Wilmar 3.32 3.33 Neutral Sum of parts
11/14/17 CIMB Wilmar 3.32 4.27 Add Sum of parts
11/14/17 OCBC Wilmar 3.32 3.51 Hold
11/14/17 DBS Vickers Yangzijiang 1.67 1.82 Buy Sum of parts, PB1.3x

We have bitcoin gold now after bitcoin cash.

https://www.investopedia.com/news/bitcoin-gold-now-live/?partner=YahooSA&yptr=yahoo

We did warn about such splitting developments in our previous post.

https://sg-stock.blogspot.sg/2017/08/death-knell-for-virtual-currency-is.html

SMRT has a new culture now! Hush! Hush!

https://sg.news.yahoo.com/smrt-draws-flak-lack-announcements-morning-nsl-disruption-091315912.html

SMRT took steps to hush up its delay on 9 November.

https://sg.news.yahoo.com/delay-hits-north-south-line-tuesday-morning-track-fault-toa-payoh-011038906.html

SMRT took steps to hush up its delay again on 14 November.

The new culture of SMRT is setting in.  When the top management cannot resolve the problem, a new culture is being introduced.

AIMS AMP Cap Ind Reit - Stock calls


01/29/16 Kim Eng AIMS AMP Cap Ind Reit 1.315 1.45 Hold Yield 7.75%
03/22/16 Kim Eng AIMS AMP Cap Ind Reit 1.34 1.47 Buy Yield 7.75%
04/13/16 Kim Eng AIMS AMP Cap Ind Reit 1.345 1.47 Buy Yield 7.5%
04/20/16 Kim Eng AIMS AMP Cap Ind Reit 1.355 1.49 Buy Yield 7.5%
05/17/16 Kim Eng AIMS AMP Cap Ind Reit 1.39 1.55 Buy
05/24/16 DBS Vickers AIMS AMP Cap Ind Reit 1.38 1.52 Not Rated
06/30/16 Kim Eng AIMS AMP Cap Ind Reit 1.38 1.55 Buy
07/27/16 Kim Eng AIMS AMP Cap Ind Reit 1.485 1.59 Buy Yield 7.5%
08/16/16 DBS Vickers AIMS AMP Cap Ind Reit 1.46 1.52 Not Rated
12/06/16 Kim Eng AIMS AMP Cap Ind Reit 1.315 1.58 Buy
05/26/17 Kim Eng AIMS AMP Cap Ind Reit 1.415 1.6 Buy DDM
06/22/17 Kim Eng AIMS AMP Cap Ind Reit 1.44 1.6 Buy
07/03/17 Kim Eng AIMS AMP Cap Ind Reit 1.48 1.6 Buy
10/27/17 Kim Eng AIMS AMP Cap Ind Reit 1.435 1.6 Buy