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Thursday, April 19, 2018

Singapore gets hit again with another anti-dumping measure from China.

https://www.cnbc.com/2018/04/18/china-slaps-anti-dumping-measures-on-some-synthetic-rubber-imports.html

China has imposed an anti-dumping measure for synthetic rubber from Singapore.

This is the 2nd anti-dumping measure against SG this year.

https://sg-stock.blogspot.sg/2018/02/china-imposes-anti-dumping-measure-on.html

Avi-Tech - Stock calls


Date Analyst Company Last Target Call Valuation
02/09/17 Lim & Tan Avi-Tech 0.335 0 Buy
03/29/17 DMG & Partners Avi-Tech 0.4 0.52 Buy DCF, PER5.7x FY18, Ex-cash
05/15/17 DMG & Partners Avi-Tech 0.44 0.52 Buy DCF
08/07/17 DMG & Partners Avi-Tech 0.51 0.52 Buy
08/21/17 DMG & Partners Avi-Tech 0.47 0.59 Buy DCF, PER12x FY18
08/21/17 Lim & Tan Avi-Tech 0.47 0 Buy
11/14/17 DMG & Partners Avi-Tech 0.525 0.59 Buy DCF, PER12x FY18
01/24/18 DMG & Partners Avi-Tech 0.48 0.59 Buy DCF, PER12x FY18
02/20/18 DMG & Partners Avi-Tech 0.49 0.59 Buy

Astaka - Stock calls


Date Analyst Company Last Target Call Valuation
08/24/17 NRA Astaka 0.092 0.13 Overweight RNAV (56% discount)

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)
04/02/18 CIMB Aspen 0.215 0.29 Add RNAV (45% discount)

Stock calls for 19 April 2018


Date Analyst Company Last Target Call Valuation
04/19/18 UOB Kay Hian ART 1.14 1.23 Hold DDM
04/19/18 DBS Vickers ART 1.14 1.3 Buy DCF
04/19/18 UOB Kay Hian DBS 29.36 31.08 Buy GGM, PB1.7x FY18
04/19/18 phillip First Reit 1.37 1.31 Neutral PB1.19x FY18
04/19/18 OCBC First Reit 1.37 1.48 Buy
04/19/18 DBS Vickers Keppel KBS 0.885 0.95 Buy
04/19/18 UOB Kay Hian Keppel Reit 1.2 1.43 Buy DDM
04/19/18 DBS Vickers Keppel Reit 1.2 1.41 Buy
04/19/18 Lim & Tan Keppel Reit 1.2 0 Hold
04/19/18 CIMB SATS 5.45 5.17 Hold

Wednesday, April 18, 2018

Strange creature roamed the street of Argentina and killed 2 dogs.

http://www.asianage.com/life/more-features/170418/images-of-mysterious-monster-roaming-the-streets-of-argentina-goes-viral.html

This is definitely not a new dog species because it is very huge.

Asiaphos - Stock calls


Date Analyst Company Last Target Call Valuation
09/14/17 NRA Asiaphos 0.095 0.167 Overweight

Ascendas India Trust - Stock calls


Date Analyst Company Last Target Call Valuation
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
11/27/17 DBS Vickers Ascendas India Trust 1.13 1.25 Buy DDM
01/30/18 DBS Vickers Ascendas India Trust 1.13 1.25 Buy

Stock calls for 18 April 2018


Date Analyst Company Last Target Call Valuation
04/18/18 Lim & Tan ART 1.13 0 Neutral
04/18/18 CIMB First Reit 1.37 1.44 Hold DDM
04/18/18 DBS Vickers Keppel Infrastructure 0.545 0.6 Buy DDM
04/18/18 UOB Kay Hian Keppel T&T 1.57 1.75 Buy PER30.1x FY19
04/18/18 DBS Vickers Soilbuild Reit 0.66 0.62 Hold
04/18/18 OCBC Soilbuild Reit 0.66 0.71 Buy
04/18/18 Jefferies Soilbuild Reit 0.66 0.7 Hold

Tuesday, April 17, 2018

The truth behind the chemical attacks in Syria.

Many stories are unfolding after the western countries conducted an illegal air strike against Syria.

First, the Syrian government recaptured some lost territories from the terrorists and discovered the chemical agents were made by Germany.  The chemical agents were left behind by the fleeing terrorists.

https://www.middleeastmonitor.com/20180206-germany-sold-technology-to-iran-used-in-syria-chemical-attacks/

http://www.foxnews.com/world/2018/02/08/syria-chemical-attack-rockets-made-in-germany-report-says.html

The Syrian government accused the USA of giving the terrorists the made-in-Germany chemical agents for the chemical attack against the Syrians.

Next, the Syrian government also discovered that the white hats in Syria were actually working for the western countries such as UK & US.  Their primary job was to discredit the Syrian government by staging fake chemical victims.

https://sputniknews.com/middleeast/201804091063367847-white-helmets-chemical-attack-syria/

https://nypost.com/2018/04/13/russia-claims-britain-staged-chemical-attack-in-syria/

We stated previously that it was illogical for President Assad to use chemical attacks on its people since he was winning the war in Syria.  The tell-tale sign that something was fishy was that the chemical attacks happened whenever he was closed to wiping out the terrorists.

http://sg-stock.blogspot.sg/2018/04/the-western-countries-are-embarking-on.html

Therefore, the western countries collaborated to oust President Assad just like what they did in Iraq.



Top 5 reasons to buy real estate in Singapore

Top 5 reasons to buy real estate in Singapore
The New Futura project is one of the many residential buildings pinning their fortune on the growing real estate market in Singapore. It is estimated that there are close to a dozen planned projects for 2018 and beyond.
Just last week the URA’s report revealed during the third quarter of 2017, the private residential property index had increased by 0.5%. This is the first we’ve seen on paper since 15 quarters.
Projects like the New Futura condo, are banking on the soon to be booming market which is hot on the heels of a 4-year downturn. Though the question on everyone’s mind is should you invest or wait till it takes off?
Buying it now means that when prices rise, and there is reason for it to, many will make a lot of money. Alternatively, some investors may want to sit through it till the market is in full bloom.
Our suggestion is to buy right now and below are five reasons we suggest this.
Reason no. 1: Common consensus is that the market will boom
After enduring 15 quarters of decline, it makes sense that the market will rebound. There are already signs of a rebound starting in January 2018.
The prices are pretty low at the moment, and so investors would want to take advantage of it. For instance, the New Futura Price has not been updated with the current uptick in prices considered.
Many property experts believe that the decline was artificially induced as part of cooling measures. The measures were injected by the government to stop price speculation and help with a soft landing.
Some of the cooling measures expected to be removed are the Additional Buyer Stamp Duty and Total Debt Servicing Ratio. Once these are removed prices are expected to explode.
Reason no. 2: Projects like New Futura are great for local buyers
In the past bull runs were caused by foreign speculators or investors. Though it is expected that the majority of buyers in the next couple of years will be locals.
The Number of locals who want to live in the space they buy is expected to rise steadily. Once the government imposed hurdles are removed locals are expected to start investing.
Reason no. 3: It is and continues to be an investor-friendly market
Projects like freehold New Futura are highly attractive to local investors. Since real estate is one of the most established Singaporean sectors, it has a whopping 108 companies listed.
The real estate companies combined make for a market capitalization of well over $196 billion. Plus, investors have the ability to pick which of the 43 professionally managed REITs they want to invest in.
Reason no. 4: Real estate is cheaper today
Real estate in Singapore in cheaper today than it was for many years. That’s given the fact that the country has not been struck by increased inflation.
Singaporeans have a lot of buying power and so the property is relatively cheap. It’s a great time to own a second or third property.
The only drawback perhaps is that rental yields are still low. However, with still a few more years till the completion of some projects you can be assured that things will improve significantly by then.
Reason no. 5: Residential buildings are always in demand
If you look at the trend from the past thirty years, it's evident that residential property value has on the whole increased. Plus, this makes it easier to get a return on investment via rental income.
The latest residential buildings are a lot more spacious, iconic and comfortable than they ever were. Making them an excellent investment today but geared towards tomorrow.


Author: Robert Lamp
Position: Ghost writer in New Property Guide, Blogger
Email: robertlamp10@gmail.com


Air strikes against Syria are illegal under UN Charter and international law.

https://pursuit.unimelb.edu.au/articles/does-it-matter-that-strikes-against-syria-violate-international-law

The University of Melbourne states that the air strikes against Syria are illegal.

http://www.xinhuanet.com/english/2018-04/14/c_137110826.htm

The UN Chief is also alarmed by the air strikes against Syria.

Ascendas Hospitality Trust - Stock calls


Date Analyst Company Last Target Call Valuation
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
01/30/18 DBS Vickers Ascendas Hospitality Trust 0.875 0.91 Buy
02/02/18 Lim & Tan Ascendas Hospitality Trust 0.895 0 Hold
02/05/18 DBS Vickers Ascendas Hospitality Trust 0.885 0.97 Buy DCF
04/17/18 DBS Vickers Ascendas Hospitality Trust 0.8 0.97 Buy

Ascott Residence Reit (ART) - Stock calls


Date Analyst Company Last Target Call Valuation
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
12/01/17 UOB Kay Hian ART 1.19 1.23 Hold
01/29/18 UOB Kay Hian ART 1.26 1.23 Hold
01/29/18 OCBC ART 1.26 1.16 Hold
01/29/18 DBS Vickers ART 1.26 1.34 Buy DCF
03/15/18 UOB Kay Hian ART 1.16 1.23 Hold
04/17/18 DBS Vickers ART 1.14 1.34 Buy

Stock calls for 17 April 2018


Date Analyst Company Last Target Call Valuation
04/17/18 DBS Vickers ART 1.14 1.34 Buy
04/17/18 DBS Vickers Ascendas Hospitality Trust 0.8 0.97 Buy
04/17/18 DBS Vickers CDL Hospitality 1.72 2 Buy
04/17/18 CIMB CSE Global 0.42 0.44 Hold
04/17/18 UOB Kay Hian Ezion 0.197 0.18 Hold PB1x FY19, Buy @ $0.151
04/17/18 DBS Vickers Far East Hospitality 0.68 0.76 Buy
04/17/18 Kim Eng IHH Healthcare 2.05 2.36 Buy Sum of parts, Ringgit $7 target price
04/17/18 UOB Kay Hian IHH Healthcare 2.05 2.31 Buy Ringgit $6.86
04/17/18 Phillip Keppel DC Reit 1.46 1.47 Neutral DDM
04/17/18 CIMB Keppel DC Reit 1.46 1.47 Add DDM
04/17/18 OCBC Keppel DC Reit 1.46 1.5 Hold
04/17/18 DBS Vickers Keppel DC Reit 1.46 1.6 Buy
04/17/18 UOB Kay Hian M1 1.79 1.6 Sell DCF
04/17/18 DMG & Partners M1 1.79 1.95 Neutral DCF
04/17/18 OCBC M1 1.79 1.7 Hold
04/17/18 CIMB M1 1.79 1.85 Hold
04/17/18 Amfrasers Manulife US Reit 0.925 1.01 Buy
04/17/18 DBS Vickers OUE Hospitality 0.815 0.93 Buy
04/17/18 OCBC Soilbuild Reit 0.66 0.7 Buy

Singapore NODX fell 2.7% in March 2018

https://sg.finance.yahoo.com/news/singapore-exports-post-surprise-fall-electronics-decline-continues-045133625--business.html

Year on year changes (YOY):
March 2018: -2.7%
February 2018: -5.9%
January 2018: 13%
December 2017: 3.1%
November 2017: 9.1%
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%

US-China trade war is still on-going!

https://sg.finance.yahoo.com/news/u-strike-chinas-zte-another-blow-qualcomm-081535681--finance.html

No US companies will be allowed to deal with China's ZTE for 7 years.

China slaps U.S. sorghum imports with a temporary deposit in an antidumping probe.

80,000 retail stores will close down by 2025.

https://finance.yahoo.com/news/ubs-80000-retail-stores-close-2025-144135475.html

Do you still want to invest in retail mall reits?

We highlighted this problem in our earlier post below.

http://sg-stock.blogspot.sg/2018/01/many-us-retailers-are-closing-down-due.html

Russia is beefing up its military strength in Syria now.

https://finance.yahoo.com/news/russia-sends-warships-laden-tanks-towards-syria-putin-threatens-chaos-another-attack-launched-103537454.html

Thanks to Trump, Putin has the excuse to beef up its military strength in Syria now.

UK PM May is facing criticism in the parliament for the air strikes in Syria because she didn't get the parliament approval for the air strikes.

I don't know what legality PM May was talking about when she didn't call for the motion to be passed.

http://sg-stock.blogspot.sg/2018/04/uk-pm-may-was-lying-outright.html

Monday, April 16, 2018

APTV - Stock calls


Date Analyst Company Last Target Call Valuation
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
02/28/18 Phillip APTV 0.575 0.62 Accumulate

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
11/30/17 DMG & Partners APAC Realty 0.885 1.2 Buy DCF & PER15x FY18
12/06/17 DBS Vickers APAC Realty 0.865 1.12 Buy PER15x FY18
01/12/18 DMG & Partners APAC Realty 0.94 1.2 Buy
02/19/18 DBS Vickers APAC Realty 1.02 1.12 Buy
02/20/18 DMG & Partners APAC Realty 1.06 1.2 Buy
02/26/18 DMG & Partners APAC Realty 1.1 1.35 Buy DCF
02/26/18 DBS Vickers APAC Realty 1.1 1.25 Buy DCF & PER15x FY18
03/20/18 DBS Vickers APAC Realty 1.19 1.42 Buy DCF & PER15x FY18
04/10/18 DMG & Partners APAC Realty 1.17 1.35 Buy