Date | Analyst | Company | Last | Target | Call | Valuation |
04/01/19 | UOB Kay Hian | Keppel Reit | 1.29 | 1.35 | Buy | DDM |
04/18/19 | DMG & Partners | Keppel Reit | 1.24 | 1.12 | Neutral | DDM |
04/18/19 | DBS Vickers | Keppel Reit | 1.24 | 1.38 | Buy | DCF |
04/18/19 | Lim & Tan | Keppel Reit | 1.24 | 0 | Hold | |
04/24/19 | UOB Kay Hian | Keppel Reit | 1.21 | 1.37 | Buy | DDM |
04/24/19 | DBS Vickers | Keppel Reit | 1.21 | 1.4 | Buy | DCF |
04/25/19 | CIMB | Keppel Reit | 1.23 | 1.34 | Add | DDM |
05/30/19 | UOB Kay Hian | Keppel Reit | 1.21 | 1.37 | Buy | |
07/04/19 | DMG & Partners | Keppel Reit | 1.28 | 1.12 | Neutral | |
07/16/19 | CIMB | Keppel Reit | 1.26 | 1.41 | Add | DDM |
07/16/19 | DMG & Partners | Keppel Reit | 1.26 | 1.2 | Neutral | DDM |
07/16/19 | UOB Kay Hian | Keppel Reit | 1.26 | 1.37 | Buy | |
07/16/19 | DBS Vickers | Keppel Reit | 1.26 | 1.45 | Buy | DCF |
07/16/19 | Lim & Tan | Keppel Reit | 1.26 | 0 | Hold | |
08/06/19 | DBS Vickers | Keppel Reit | 1.2 | 1.45 | Buy | |
08/27/19 | UOB Kay Hian | Keppel Reit | 1.24 | 1.21 | Hold | Buy @ $1.1 |
10/02/19 | DBS Vickers | Keppel Reit | 1.26 | 1.45 | Buy | DCF |
10/02/19 | DMG & Partners | Keppel Reit | 1.26 | 1.23 | Neutral | DDM |
10/17/19 | CIMB | Keppel Reit | 1.24 | 1.35 | Add | DDM |
10/17/19 | UOB Kay Hian | Keppel Reit | 1.24 | 1.2 | Hold | DDM, Buy @ $1.1 |
10/17/19 | Lim & Tan | Keppel Reit | 1.24 | 0 | Hold | |
12/04/19 | DBS Vickers | Keppel Reit | 1.23 | 1.45 | Buy | |
12/10/19 | DMG & Partners | Keppel Reit | 1.25 | 1.23 | Neutral | |
01/24/20 | DBS Vickers | Keppel Reit | 1.27 | 1.45 | Buy | DCF |
01/24/20 | CIMB | Keppel Reit | 1.27 | 1.38 | Add | |
02/04/20 | DBS Vickers | Keppel Reit | 1.21 | 1.45 | Buy | |
03/18/20 | DBS Vickers | Keppel Reit | 0.96 | 1.45 | Buy | |
04/13/20 | UOB Kay Hian | Keppel Reit | 0.95 | 1.3 | Buy | |
04/23/20 | CIMB | Keppel Reit | 0.99 | 1.2 | Add | DDM |
04/23/20 | DMG & Partners | Keppel Reit | 0.99 | 1.23 | Neutral | |
04/24/20 | Lim & Tan | Keppel Reit | 1.04 | 0 | Buy on weakness | |
05/04/20 | DMG & Partners | Keppel Reit | 1.06 | 1.07 | Neutral | DDM |
Wednesday, May 20, 2020
Keppel Reit - Stock calls
Keppel Pacific - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
04/03/19 | DBS Vickers | Keppel Pacific | 0.705 | 0.8 | Buy | |
06/06/19 | DBS Vickers | Keppel Pacific | 0.74 | 0.8 | Buy | |
06/17/19 | DBS Vickers | Keppel Pacific | 0.75 | 0.9 | Buy | DCF |
07/12/19 | DMG & Partners | Keppel Pacific | 0.79 | 0.88 | Buy | DDM |
07/18/19 | DBS Vickers | Keppel Pacific | 0.82 | 0.9 | Buy | |
09/06/19 | DMG & Partners | Keppel Pacific | 0.74 | 0.88 | Buy | DDM |
09/09/19 | DBS Vickers | Keppel Pacific | 0.75 | 0.9 | Buy | |
10/16/19 | DBS Vickers | Keppel Pacific | 0.76 | 0.9 | Buy | DCF |
10/16/19 | DMG & Partners | Keppel Pacific | 0.76 | 0.88 | Buy | DDM |
12/10/19 | DMG & Partners | Keppel Pacific | 0.775 | 0.88 | Buy | |
01/22/20 | DMG & Partners | Keppel Pacific | 0.765 | 0.88 | Buy | DDM |
01/24/20 | DBS Vickers | Keppel Pacific | 0.785 | 0.9 | Buy | DCF |
03/20/20 | DBS Vickers | Keppel Pacific | 0.395 | 0.9 | Buy | |
04/14/20 | DMG & Partners | Keppel Pacific | 0.54 | 0.76 | Buy | DDM |
Keppel Infrastructure - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
04/16/19 | DBS Vickers | Keppel Infrastructure | 0.48 | 0.58 | Buy | DDM |
07/16/19 | DBS Vickers | Keppel Infrastructure | 0.505 | 0.58 | Buy | DDM |
10/15/19 | DBS Vickers | Keppel Infrastructure | 0.545 | 0.58 | Buy | |
01/22/20 | DBS Vickers | Keppel Infrastructure | 0.55 | 0.58 | Buy | DDM |
04/21/20 | Lim & Tan | Keppel Infrastructure | 0.475 | 0 | Buy | |
04/22/20 | DBS Vickers | Keppel Infrastructure | 0.48 | 0.54 | Buy | DDM |
04/24/20 | Credit Suisse | Keppel Infrastructure | 0.49 | 0.57 | Outperform |
Stock calls for 20 May 2020
Date | Analyst | Company | Last | Target | Call | Valuation |
05/20/20 | UOB Kay Hian | Comfortdelgro | 1.56 | 1.82 | Buy | |
05/20/20 | phillip | Propnex | 0.495 | 0.6 | Buy | |
05/20/20 | DMG & Partners | Sembcorp Industries | 1.55 | 2 | Buy | Sum of parts |
05/20/20 | DMG & Partners | Silverlake | 0.245 | 0.24 | Neutral | DCF |
05/20/20 | UOB Kay Hian | Sunpower | 0.445 | 0.88 | Buy | |
05/20/20 | OCBC | Thai Beverage | 0.66 | 0.71 | Hold |
China has not shown its hand yet in the fight against the US.
China can bludgeon the US so severely that the US cannot stand on its feet but China is not doing it now.
Why did I say that?
China can also do what the US did to Huawei but on a much larger scale. China can announce that any foreign company, using China's rare earth materials, cannot export its rare earth materials and products to the USA. This will cripple the US technology and military defence industries immediately since rare earth materials are used abundantly in batteries, missiles, etc. Consequently, those foreign companies flouting China's announcement will risk losing access to China's market and get slapped with sanctions. Thus, things can really get ugly if China is as belligerent and unreasonable as the US.
China can easily force the US to the negotiating table since the US cannot replace the rare earth materials from China immediately. It will take a few years for the US to cut off from China and this can buy time for the US & China to decouple from each other.
Is this the new world that we're all looking forward to?
Why did I say that?
China can also do what the US did to Huawei but on a much larger scale. China can announce that any foreign company, using China's rare earth materials, cannot export its rare earth materials and products to the USA. This will cripple the US technology and military defence industries immediately since rare earth materials are used abundantly in batteries, missiles, etc. Consequently, those foreign companies flouting China's announcement will risk losing access to China's market and get slapped with sanctions. Thus, things can really get ugly if China is as belligerent and unreasonable as the US.
China can easily force the US to the negotiating table since the US cannot replace the rare earth materials from China immediately. It will take a few years for the US to cut off from China and this can buy time for the US & China to decouple from each other.
Is this the new world that we're all looking forward to?
Luckin is finished! Goodbye forever!
https://finance.yahoo.com/news/luckin-stock-faces-wipeout-rush-052759754.html
Luckin will be delisted soon as demanded by Nasdaq.
We had warned about Luckin during its IPO.
http://sg-stock.blogspot.com/2019/05/do-not-subscribe-to-luckin-coffee-ipo.html
Everything had played out as we had predicted. Luckin was a fraud and short-sellers targeted this company after its IPO just as we had expected. Those who bought into this company had to go for a class-action suit to seek their financial justice. However, Luckin is a loss-making company and these investors will find it difficult to recoup their investments. Their only consolation is to shut down this fraudulent company with the class-action suit so that it will never be able to con anyone again.
Luckin will be delisted soon as demanded by Nasdaq.
We had warned about Luckin during its IPO.
http://sg-stock.blogspot.com/2019/05/do-not-subscribe-to-luckin-coffee-ipo.html
Everything had played out as we had predicted. Luckin was a fraud and short-sellers targeted this company after its IPO just as we had expected. Those who bought into this company had to go for a class-action suit to seek their financial justice. However, Luckin is a loss-making company and these investors will find it difficult to recoup their investments. Their only consolation is to shut down this fraudulent company with the class-action suit so that it will never be able to con anyone again.
Tuesday, May 19, 2020
Keppel DC Reit - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
04/08/19 | Amfrasers | Keppel DC Reit | 1.47 | 1.62 | Buy | DDM |
04/09/19 | CIMB | Keppel DC Reit | 1.48 | 1.54 | Add | DDM |
04/16/19 | OCBC | Keppel DC Reit | 1.49 | 1.64 | Buy | |
04/16/19 | Lim & Tan | Keppel DC Reit | 1.49 | 0 | Hold | |
04/18/19 | Phillip | Keppel DC Reit | 1.49 | 1.59 | Accumulate | DDM, PB1.37x FY19 |
05/02/19 | Amfrasers | Keppel DC Reit | 1.51 | 1.62 | Buy | |
06/19/19 | Phillip | Keppel DC Reit | 1.64 | 1.59 | Accumulate | |
07/10/19 | CIMB | Keppel DC Reit | 1.67 | 1.54 | Add | |
07/17/19 | OCBC | Keppel DC Reit | 1.71 | 1.93 | Buy | |
07/17/19 | DBS Vickers | Keppel DC Reit | 1.71 | 1.9 | Buy | DCF |
07/18/19 | Phillip | Keppel DC Reit | 1.73 | 1.71 | Hold | DDM |
07/18/19 | CIMB | Keppel DC Reit | 1.73 | 1.67 | Hold | DDM |
07/23/19 | Amfrasers | Keppel DC Reit | 1.75 | 1.71 | Neutral | |
07/26/19 | OCBC | Keppel DC Reit | 1.71 | 1.93 | Hold | |
08/26/19 | Phillip | Keppel DC Reit | 1.74 | 1.71 | Neutral | |
09/17/19 | OCBC | Keppel DC Reit | 1.8 | 2.08 | Buy | DDM |
09/17/19 | Amfrasers | Keppel DC Reit | 1.8 | 1.95 | Outperform | |
09/18/19 | CIMB | Keppel DC Reit | 1.93 | 1.82 | Hold | DDM |
09/19/19 | Phillip | Keppel DC Reit | 1.97 | 2 | Accumulate | DDM |
10/08/19 | DBS Vickers | Keppel DC Reit | 1.9 | 2.2 | Buy | DCF |
10/16/19 | CIMB | Keppel DC Reit | 1.99 | 1.88 | Hold | DDM |
10/16/19 | Phillip | Keppel DC Reit | 1.99 | 2.06 | Accumulate | DDM |
10/16/19 | Lim & Tan | Keppel DC Reit | 1.99 | 0 | Hold | |
10/17/19 | Amfrasers | Keppel DC Reit | 2 | 2.11 | Outperform | |
10/17/19 | OCBC | Keppel DC Reit | 2 | 2.08 | Hold | |
11/25/19 | Phillip | Keppel DC Reit | 2.01 | 2.06 | Accumulate | |
12/18/19 | DBS Vickers | Keppel DC Reit | 1.97 | 2.23 | Buy | DCF |
01/22/20 | CIMB | Keppel DC Reit | 2.25 | 2.03 | Hold | DDM |
01/23/20 | DBS Vickers | Keppel DC Reit | 2.22 | 2.4 | Buy | DCF |
02/04/20 | DBS Vickers | Keppel DC Reit | 2.27 | 2.4 | Buy | |
02/25/20 | DBS Vickers | Keppel DC Reit | 2.5 | 2.55 | Hold | DCF |
03/02/20 | DBS Vickers | Keppel DC Reit | 2.32 | 2.55 | Hold | DCF |
03/11/20 | Amfrasers | Keppel DC Reit | 2.38 | 2.19 | Neutral | |
03/13/20 | Phillip | Keppel DC Reit | 2.14 | 2.06 | Accumulate | |
03/19/20 | CIMB | Keppel DC Reit | 1.86 | 2.17 | Add | |
04/22/20 | CIMB | Keppel DC Reit | 2.44 | 2.17 | Hold | |
04/24/20 | Phillip | Keppel DC Reit | 2.45 | 2.2 | Hold | DDM |
Keppel Corp - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
04/15/19 | CIMB | Keppel Corp | 6.62 | 8.41 | Add | Sum of parts |
04/22/19 | OCBC | Keppel Corp | 6.74 | 7.83 | Buy | |
04/22/19 | Lim & Tan | Keppel Corp | 6.74 | 0 | Hold | |
05/08/19 | CIMB | Keppel Corp | 6.72 | 8.41 | Add | Sum of parts |
06/10/19 | DMG & Partners | Keppel Corp | 6.05 | 7.33 | Buy | Sum of parts, Cut from $7.92 |
06/21/19 | DBS Vickers | Keppel Corp | 6.57 | 9 | Buy | |
06/28/19 | CIMB | Keppel Corp | 6.67 | 8.41 | Add | Sum of parts |
07/03/19 | DBS Vickers | Keppel Corp | 6.77 | 9.2 | Buy | |
07/03/19 | OCBC | Keppel Corp | 6.77 | 7.83 | Buy | |
07/19/19 | DMG & Partners | Keppel Corp | 6.59 | 7.3 | Buy | Sum of parts |
07/19/19 | CIMB | Keppel Corp | 6.59 | 8.41 | Add | Sum of parts |
07/19/19 | UOB Kay Hian | Keppel Corp | 6.59 | 7.61 | Buy | Sum of parts |
07/19/19 | Lim & Tan | Keppel Corp | 6.59 | 0 | Hold | |
07/22/19 | Amfrasers | Keppel Corp | 6.57 | 7.43 | Neutral | Sum of parts |
07/22/19 | DBS Vickers | Keppel Corp | 6.57 | 8.5 | Buy | Sum of parts |
08/22/19 | Lim & Tan | Keppel Corp | 5.9 | 0 | Buy | |
08/26/19 | UOB Kay Hian | Keppel Corp | 5.88 | 7.61 | Buy | Sum of parts |
09/24/19 | Lim & Tan | Keppel Corp | 6.04 | 0 | Buy | |
09/30/19 | CIMB | Keppel Corp | 5.98 | 8.41 | Add | Sum of parts |
10/01/19 | UOB Kay Hian | Keppel Corp | 5.93 | 7.61 | Buy | Sum of parts |
10/08/19 | CIMB | Keppel Corp | 5.91 | 8.41 | Add | |
10/08/19 | DMG & Partners | Keppel Corp | 5.91 | 7.3 | Buy | |
10/09/19 | OCBC | Keppel Corp | 5.93 | 7.58 | Buy | |
10/09/19 | DBS Vickers | Keppel Corp | 5.93 | 8.5 | Buy | |
10/17/19 | Macquarie | Keppel Corp | 5.98 | 7.5 | Outperform | Sum of parts |
10/18/19 | CIMB | Keppel Corp | 5.96 | 8.36 | Add | Sum of parts |
10/18/19 | DMG & Partners | Keppel Corp | 5.96 | 7.18 | Buy | Sum of parts (20% disc) |
10/18/19 | Lim & Tan | Keppel Corp | 5.96 | 0 | Hold | |
10/18/19 | DBS Vickers | Keppel Corp | 5.96 | 7.5 | Buy | Sum of parts, PB1.2x FY19 |
10/21/19 | Amfrasers | Keppel Corp | 5.84 | 7.44 | Overweight | Sum of parts |
10/21/19 | OCBC | Keppel Corp | 5.84 | 7.58 | Buy | |
10/22/19 | DMG & Partners | Keppel Corp | 5.84 | 7.8 | Buy | Sum of parts (13% disc) |
11/12/19 | UOB Kay Hian | Keppel Corp | 6.86 | 7.61 | Buy | |
12/17/19 | Lim & Tan | Keppel Corp | 6.72 | 0 | Buy | |
12/19/19 | DMG & Partners | Keppel Corp | 6.75 | 7.8 | Buy | |
01/08/20 | CIMB | Keppel Corp | 6.84 | 7.76 | Add | |
01/08/20 | DMG & Partners | Keppel Corp | 6.84 | 7.8 | Buy | Sum of parts |
01/20/20 | UOB Kay Hian | Keppel Corp | 6.84 | 7.61 | Buy | |
01/24/20 | UOB Kay Hian | Keppel Corp | 6.74 | 7.75 | Buy | Sum of parts |
01/28/20 | DBS Vickers | Keppel Corp | 6.75 | 7.5 | Buy | Sum of parts |
03/11/20 | DMG & Partners | Keppel Corp | 5.7 | 7.6 | Buy | Sum of parts |
03/26/20 | Macquarie | Keppel Corp | 5.4 | 7 | Outperform | Sum of parts |
04/07/20 | DMG & Partners | Keppel Corp | 5.51 | 7.6 | Buy | |
04/23/20 | CIMB | Keppel Corp | 5.7 | 7.48 | Add | Sum of parts |
04/29/20 | HSBC | Keppel Corp | 6.03 | 6.74 | Buy | Cut from $7.80 |
04/30/20 | DMG & Partners | Keppel Corp | 5.97 | 7.4 | Buy | Sum of parts |
04/30/20 | UOB Kay Hian | Keppel Corp | 5.97 | 7.15 | Buy | Sum of parts |
04/30/20 | Lim & Tan | Keppel Corp | 5.97 | 0 | Hold | |
04/30/20 | DBS Vickers | Keppel Corp | 5.97 | 6.8 | Buy | Sum of parts |
Jumbo - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
05/16/19 | DBS Vickers | Jumbo | 0.405 | 0.51 | Buy | PER23x FY19 |
05/16/19 | UOB Kay Hian | Jumbo | 0.405 | 0.41 | Hold | PER20x FY19, Buy @ $0.32 |
05/16/19 | CIMB | Jumbo | 0.405 | 0.52 | Add | PER21x FY20 |
06/21/19 | DMG & Partners | Jumbo | 0.38 | 0.47 | Buy | DCF, PER23x FY19 |
08/07/19 | DBS Vickers | Jumbo | 0.38 | 0.47 | Buy | PER23x FY20 |
08/08/19 | DMG & Partners | Jumbo | 0.375 | 0.47 | Buy | DCF |
08/08/19 | UOB Kay Hian | Jumbo | 0.375 | 0.37 | Hold | |
08/27/19 | CIMB | Jumbo | 0.37 | 0.47 | Add | |
09/26/19 | UOB Kay Hian | Jumbo | 0.38 | 0.37 | Hold | Buy @ $0.33 |
10/01/19 | DBS Vickers | Jumbo | 0.375 | 0.47 | Buy | |
11/27/19 | DBS Vickers | Jumbo | 0.37 | 0.47 | Buy | PER23x FY20 |
11/27/19 | CIMB | Jumbo | 0.37 | 0.47 | Add | |
11/28/19 | UOB Kay Hian | Jumbo | 0.375 | 0.44 | Buy | PER20.3x FY20 |
12/03/19 | DMG & Partners | Jumbo | 0.37 | 0.44 | Buy | DCF |
01/14/20 | DBS Vickers | Jumbo | 0.385 | 0.47 | Buy | |
02/07/20 | DBS Vickers | Jumbo | 0.335 | 0.38 | Buy | PER23x FY20 |
02/13/20 | UOB Kay Hian | Jumbo | 0.335 | 0.32 | Hold | PER21x FY20, Buy @ $0.29 |
03/25/20 | DBS Vickers | Jumbo | 0.198 | 0.18 | Hold | PER18x FY20/21 |
03/26/20 | DMG & Partners | Jumbo | 0.21 | 0.2 | Neutral | DCF |
03/26/20 | CIMB | Jumbo | 0.21 | 0.218 | Hold | |
04/22/20 | DBS Vickers | Jumbo | 0.245 | 0.18 | Hold | |
04/23/20 | UOB Kay Hian | Jumbo | 0.245 | 0.23 | Hold | Buy @ $0.20 |
05/18/20 | DMG & Partners | Jumbo | 0.25 | 0.19 | Sell | DCF |
05/18/20 | DBS Vickers | Jumbo | 0.25 | 0.21 | Fully Valued | PER18x FY21 |
05/18/20 | CIMB | Jumbo | 0.25 | 0.2 | Reduce |
Stock calls for 19 May 2020
Date | Analyst | Company | Last | Target | Call | Valuation |
05/19/20 | UOB Kay Hian | Propnex | 0.5 | 0.65 | Buy | |
05/19/20 | CIMB | Propnex | 0.5 | 0.625 | Add | |
05/19/20 | DBS Vickers | Sembcorp Industries | 1.55 | 1.7 | Hold | Sum of parts, PB0.5x |
05/19/20 | Lim & Tan | Sembcorp Industries | 1.55 | 0 | Hold | |
05/19/20 | UOB Kay Hian | Sembcorp Industries | 1.55 | 1.7 | Hold | Buy @ $1.50 |
05/19/20 | CIMB | Sembcorp Industries | 1.55 | 1.76 | Hold | |
05/19/20 | DBS Vickers | Sheng Siong | 1.56 | 1.66 | Buy | PER25x FY21 |
05/19/20 | Lim & Tan | UOL | 6.67 | 0 | Buy | |
05/19/20 | CIMB | UOL | 6.67 | 7.25 | Add |
Monday, May 18, 2020
JEP - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
10/21/19 | Phillip | JEP | 0.162 | 0.2 | Buy | PER10x FY19 |
03/04/20 | Phillip | JEP | 0.205 | 0.25 | Buy | PER14x FY20 |
Jardine Matheson - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/10/20 | CIMB | Jardine Matheson | 50.12 | 52.53 | Hold | Cut from $61.66 |
Jardine C&C - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
05/02/19 | DBS Vickers | Jardine C&C | 35.52 | 39.1 | Buy | Sum of parts (16% discount) |
Stock calls for 18 May 2020
Date | Analyst | Company | Last | Target | Call | Valuation |
05/18/20 | DBS Vickers | Centurion | 0.375 | 0.42 | Hold | DCF |
05/18/20 | Kim Eng | Comfortdelgro | 1.46 | 1.99 | Buy | DCF |
05/18/20 | Amfrasers | EC World Reit | 0.675 | 0.73 | outperform | |
05/18/20 | UOB Kay Hian | Japfa | 0.635 | 0.98 | Buy | Sum of parts |
05/18/20 | DBS Vickers | Japfa | 0.635 | 0.86 | Buy | Sum of parts, PER10x FY21 |
05/18/20 | DMG & Partners | Jumbo | 0.25 | 0.19 | Sell | DCF |
05/18/20 | DBS Vickers | Jumbo | 0.25 | 0.21 | Fully Valued | PER18x FY21 |
05/18/20 | CIMB | Jumbo | 0.25 | 0.2 | Reduce | |
05/18/20 | UOB Kay Hian | SIA | 3.9 | 4.34 | Buy | |
05/18/20 | DBS Vickers | Silverlake | 0.245 | 0.38 | Buy | PER20x |
05/18/20 | CIMB | Singtel | 2.66 | 3.4 | Add | |
05/18/20 | DMG & Partners | ST Engineering | 3.27 | 3.9 | Buy | Sum of parts |
05/18/20 | UOB Kay Hian | ST Engineering | 3.27 | 3.5 | Hold | Buy @ $3-3.10 |
05/18/20 | DBS Vickers | ST Engineering | 3.27 | 3.4 | Hold | Sum of parts |
05/18/20 | Amfrasers | Sunpower | 0.43 | 0.91 | Buy | Sum of parts |
05/18/20 | DBS Vickers | Sunpower | 0.43 | 0.49 | Hold | |
05/18/20 | Phillip | Thai Beverage | 0.67 | 0.82 | Buy | PER18x FY20 |
05/18/20 | DMG & Partners | Thai Beverage | 0.67 | 0.72 | Neutral | Sum of parts |
05/18/20 | UOB Kay Hian | Thai Beverage | 0.67 | 0.78 | Buy | |
05/18/20 | CIMB | Thai Beverage | 0.67 | 0.7 | Hold | Sum of parts |
Singapore Nodx in April grew 9.7%.
Year on year changes (YOY):
April 2020: 9.7%
March 2020: 17.6%
February 2020: 3% (Revised to 3.1%)
January 2020: - 3.3%
December 2019: 2.4%
November 2019: - 5.9%
October 2019: - 12.3%
September 2019: -8.1%
August 2019: - 8.9%
July 2019: -11.2%
June 2019: -17.3%
May 2019: -15.9%
April 2019: -10%
March 2019: -11.7%
February 2019: 4.9%
January 2019: -10.1%
December 2018: -8.5%
November 2018: -2.6%
October 2018: 8.3%
September 2018: 8.3%
August 2018: 5%
July 2018: 11.8% (Corrected)
June 2018: 1.1%
May 2018: 15.5%
April 2018: 11.8%
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%
May 2017: -1.2%
Apr 2017: -0.7%
Mar 2017: 16.5%
Feb 2017: 21.1%
Jan 2017: 8.6%
Saturday, May 16, 2020
Baltic dry index - 393
Today, Thursday, May 14 2020, the Baltic Dry Index decreased by 5 points, reaching 393 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 stock: Sembcorp Marine, Cosco & Pan ocean.
The US economy will be in deep troubles if it continues to inject free monies. - Part 2
https://www.malaymail.com/news/world/2020/05/16/us-house-passes-us3t-covid-19-aid-bill-opposed-by-trump/1866674
The US house has just added another US$3T bill which will further increase its total debts. The US has to print more monies to fund all these stimulative bills.
Let's recap:
http://sg-stock.blogspot.com/2020/04/the-us-economy-will-be-in-deep-troubles.html
1. Reduce interest rate to Zero.
2. Implement a US$2.2T pandemic relief program.
3. Implement a US$2T infrastructure bill.
4. Implement a US$2.3T funding program.
5. Implement a US$484B coronavirus bill.
6. Implement a US$3T pandemic bill.
All these plans have totalled US$9.984T insofar and the debts will continue to mount in the future. Furthermore, the US will also continue to print more monies to supersede its rejected negative rates policy.
http://sg-stock.blogspot.com/2020/05/what-will-us-fed-do-after-rejecting.html
The US house has just added another US$3T bill which will further increase its total debts. The US has to print more monies to fund all these stimulative bills.
Let's recap:
http://sg-stock.blogspot.com/2020/04/the-us-economy-will-be-in-deep-troubles.html
1. Reduce interest rate to Zero.
2. Implement a US$2.2T pandemic relief program.
3. Implement a US$2T infrastructure bill.
4. Implement a US$2.3T funding program.
5. Implement a US$484B coronavirus bill.
6. Implement a US$3T pandemic bill.
All these plans have totalled US$9.984T insofar and the debts will continue to mount in the future. Furthermore, the US will also continue to print more monies to supersede its rejected negative rates policy.
http://sg-stock.blogspot.com/2020/05/what-will-us-fed-do-after-rejecting.html
Friday, May 15, 2020
What will the US FED do after rejecting negative interest rates policy?
https://www.marketwatch.com/story/powell-rejects-using-negative-rates-as-a-policy-tool-2020-05-13
Since the US Fed controls the money supply in the US, it will print excessive monies to flood the US monetary system to supersede the negative rates policy.
I do not see any other way for the US except to print monies since it has rejected negative rates policy. Excessive monetary printing will cause massive USD devaluation.
The consequence of this excessive printing will be hyperinflation which worries me. I did raise this concern in March 2020.
http://sg-stock.blogspot.com/2020/03/whats-next-after-covid-19-outbreak.html
High inflation without any economic growth will cause stagflation which is very difficult to resolve for any brilliant economist. The US farmers have already started to destroy their own crops, kill their own animals, and pour away their milk which will affect the supplies of food and push up the prices after the lockdown. Consequently, the US Fed will be pouring fuel at the current simmering fire with its impending monetary printing action.
Since the US Fed controls the money supply in the US, it will print excessive monies to flood the US monetary system to supersede the negative rates policy.
I do not see any other way for the US except to print monies since it has rejected negative rates policy. Excessive monetary printing will cause massive USD devaluation.
The consequence of this excessive printing will be hyperinflation which worries me. I did raise this concern in March 2020.
http://sg-stock.blogspot.com/2020/03/whats-next-after-covid-19-outbreak.html
High inflation without any economic growth will cause stagflation which is very difficult to resolve for any brilliant economist. The US farmers have already started to destroy their own crops, kill their own animals, and pour away their milk which will affect the supplies of food and push up the prices after the lockdown. Consequently, the US Fed will be pouring fuel at the current simmering fire with its impending monetary printing action.
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