| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/02/19 | DMG & Partners | Delfi | 1.32 | 1.59 | Buy | |
| 03/01/19 | DMG & Partners | Delfi | 1.45 | 1.68 | Buy | DCF, PER28x FY19 |
| 04/05/19 | DMG & Partners | Delfi | 1.3 | 1.68 | Buy |
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Blog Archive
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2019
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May
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- PM Lee has made a judgment error on China again!
- China will create a blacklist for unreliable forei...
- China has reaffirmed the friendship with Malaysia ...
- India got backstabbed by the USA!
- Turkey's economy has worsen!
- M1 - Stock calls
- Lian Beng - Stock calls
- KSH - Stock calls
- Stock calls for 31 May 2019
- Microsoft has banned Huawei from its ecosystem.
- Hahaha! Canada has to deal with its own waste now.
- The US stock markets are getting precarious.
- Koufu - Stock calls
- Kimly - Stock calls
- Keppel Reit - Stock calls
- Stock calls for 30 May 2019
- The US broke promise on South China Sea.
- A pro-China Malaysia is a threat to Singapore econ...
- How did the US fudge the US-China trade data?
- Rare earth processing is not so easy.
- MAS's response to US watchlist report will not get...
- Keppel KBS - Stock calls
- Keppel Infrastructure - Stock calls
- Keppel DC Reit - Stock calls
- Stock calls for 29 May 2019
- The US is targeting Singapore, Malaysia and Vietna...
- Malaysia was glad that the US didn't sign the TPP ...
- Federal express (FedEx) is also a US state agent!
- Keppel Corp - Stock calls
- Jumbo - Stock calls
- Jardine C&C - Stock calls
- Stock calls for 28 May 2019
- No trade deal between US and China in G20 summit i...
- Japfa - Stock calls
- Japan Foods - Stock calls
- Jadason - Stock calls
- Stock calls for 27 May 2019
- Apple is resorting to selling customers' data to m...
- Baltic dry index - 1068
- US rig count - 983
- Google has just killed its own future!
- Wow! Li Huan Wu has gotten married in South Africa!
- ISOTeam - Stock calls
- ISDN - Stock calls
- Indofood Agri - Stock calls
- Stock calls for 24 May 2019
- Omg! The US risk-free rate is at 2.31% now.
- Will the US Fed reduce its interest rates because ...
- The US is pressurising South Korea again after THAAD.
- IHH Healthcare - Stock calls
- IFS Capital - Stock calls
- Ifast Corp - Stock calls
- Stock calls for 23 May 2019
- President Xi has hardened his stance in the US-Chi...
- Will SIA seek compensation from Boeing?
- Hutchison Port - Stock calls
- HRnetGroup - Stock calls
- Hotel Properties (HPL) - Stock calls
- Stock calls for 22 May 2019
- China mother and daughter created a raucous at Ban...
- Japan trade surplus fell 90% because of China.
- Anti-US sentiment is simmering in China now.
- China will ban rare earth exports to US if US cont...
- Hongkong Land - Stock calls
- Hong Leong Finance - Stock calls
- Ho Bee - Stock calls
- Stock calls for 21 May 2019
- US companies petition to Trump to stop the tariffs.
- Singapore is slowing down rapidly.
- Do not subscribe to Luckin coffee ipo! Why? - Part 2
- Inverse relationship between China A50 and RMB. - ...
- The western semiconductor shares are falling.
- Huawei has revealed its own mobile operating syste...
- It will be hard for Google to access the Chinese m...
- South Korea is giving a stupid excuse to switch to...
- Will US attack Iran? Yes!
- China has started to sell US treasuries. - Part 3
- Baltic dry index - 1040
- US rig count - 987
- Hong Kong pro-democracy activists are a bunch of u...
- HMI - Stock calls
- Hi-P - Stock calls
- Haw Par - Stock calls
- Stock calls for 17 May 2019
- Huawei will replace the US$21b chip orders with it...
- Singapore Nodx fell at a double digit pace again i...
- China is stirring up anti-US sentiment in its citi...
- China has started to sell US treasuries. - Part 2
- US economic update!
- Why did SG have a change of heart? A real change o...
- GSS Energy - Stock calls
- Grand Venture - Stock calls
- Golden Energy - Stock calls
- Stock calls for 16 May 2019
- China has started to sell US treasuries.
- Wow! Singapore is trying to get into China's good ...
- Golden Agri - Stock calls
- GL Ltd - Stock calls
- Geo Energy - Stock calls
- Stock calls for 15 May 2019
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May
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Singapore Macro Strategist
- Eric Ho
- A pundit of the third realm, a sapient, unflappable and nonpareil homosapien, with monumental fortitude and tremendous tenacity, one who has been through the vicissitudes of life, and has mastered great dexterity and virtuosity to discern between verisimilitude and actual reality.
Received Top 75 Singapore Investment Blogs Award in July 2017
Top 50 Singapore Investment Blogs
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