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Monday, April 20, 2020

Comfortdelgro - Stock calls

DateAnalystCompanyLastTargetCallValuation
04/03/19DMG & PartnersComfortdelgro2.592.65Take ProfitBuy below $2.50
04/16/19OCBCComfortdelgro2.632.63HoldDCF
04/30/19CIMBComfortdelgro2.692.88AddDCF, PER18.1x FY20
05/08/19CIMBComfortdelgro2.612.88AddDCF
05/15/19DMG & PartnersComfortdelgro2.572.65Take Profit
05/15/19OCBCComfortdelgro2.572.69Hold
05/15/19UOB Kay HianComfortdelgro2.572.77Buy
05/16/19DBS VickersComfortdelgro2.522.59HoldDCF, PER17.7x, Buy @ $2.40
05/16/19Kim EngComfortdelgro2.522.4Hold
05/16/19AmfrasersComfortdelgro2.522.77BuyPER19x FY19
05/17/19phillipComfortdelgro2.542.72AccumulateDCF, PER16.8x FY19
05/28/19CIMBComfortdelgro2.452.82Add
06/12/19UOB Kay HianComfortdelgro2.552.77Buy
06/18/19DMG & PartnersComfortdelgro2.582.65NeutralDCF & FCF
07/10/19Kim EngComfortdelgro2.842.76HoldDCF
07/10/19UOB Kay HianComfortdelgro2.843.08BuyPER19.5x FY20
07/11/19AmfrasersComfortdelgro2.822.77NeutralPER19x FY19
07/15/19phillipComfortdelgro2.812.99AccumulateDCF
07/22/19DMG & PartnersComfortdelgro2.82.65NeutralDCF
08/14/19CIMBComfortdelgro2.622.78AddDCF
08/14/19DMG & PartnersComfortdelgro2.622.55NeutralDCF
08/14/19OCBCComfortdelgro2.622.91Hold
08/14/19phillipComfortdelgro2.622.99AccumulateDCF, PER18.6x FY19
08/14/19UOB Kay HianComfortdelgro2.622.95Buy
08/14/19DBS VickersComfortdelgro2.622.59Hold
08/15/19AmfrasersComfortdelgro2.512.77NeutralPER19x FY19
08/15/19CIMBComfortdelgro2.512.78Add
09/04/19DBS VickersComfortdelgro2.462.59Hold
09/19/19DMG & PartnersComfortdelgro2.452.55NeutralDCF
10/02/19Kim EngComfortdelgro2.412.76BuyDCF
10/09/19UOB Kay HianComfortdelgro2.422.95Buy
10/09/19DBS VickersComfortdelgro2.422.59Hold
11/14/19Kim EngComfortdelgro2.382.7BuyDCF
11/14/19DMG & PartnersComfortdelgro2.382.38NeutralDCF
11/14/19UOB Kay HianComfortdelgro2.382.27HoldBuy @ $2
11/14/19DBS VickersComfortdelgro2.382.48HoldSum of parts, PER17.8x FY20
11/14/19CIMBComfortdelgro2.382.28HoldDCF
11/20/19AmfrasersComfortdelgro2.362.61OutperformPER19x FY20
11/21/19phillipComfortdelgro2.352.56AccumulateDCF, PER18.6x FY19
12/02/19AmfrasersComfortdelgro2.352.61OutperformPER19x FY20
12/06/19DMG & PartnersComfortdelgro2.42.38NeutralDCF
02/04/20DMG & PartnersComfortdelgro2.132.38NeutralDCF
02/06/20DBS VickersComfortdelgro2.142.45BuyDCF, PER18.1x FY20
02/06/20CIMBComfortdelgro2.142.09Hold
02/17/20DMG & PartnersComfortdelgro2.182.25NeutralDCF, PER18x FY20
02/17/20UOB Kay HianComfortdelgro2.182.15HoldBuy @ $1.95
02/17/20DBS VickersComfortdelgro2.182.26HoldDCF & PER17.7x FY20
02/17/20CIMBComfortdelgro2.182.08HoldBuy @ $1.88
02/19/20phillipComfortdelgro2.092.2AccumulateDCF
02/24/20AmfrasersComfortdelgro2.022.28OutperformPER17.5x FY20
03/10/20AmfrasersComfortdelgro1.812.28OutperformPER17.5x FY20
03/31/20DBS VickersComfortdelgro1.481.55HoldPER15x FY20
03/31/20CIMBComfortdelgro1.481.55Hold
04/02/20DMG & PartnersComfortdelgro1.471.54NeutralDCF

CNMC - Stock calls

DateAnalystCompanyLastTargetCallValuation
05/22/19phillipCNMC0.20.31BuyDCF
08/19/19phillipCNMC0.30.33AccumulateDCF

Stock calls for 20 April 2020

DateAnalystCompanyLastTargetCallValuation
04/20/20DMG & PartnersA-Reit2.893NeutralDDM
04/20/20Kim EngAEM2.112.82Buy
04/20/20DMG & PartnersCDL Hospitality0.9551.03NeutralDDM
04/20/20Kim EngHi-P0.970.78Neutral
04/20/20DBS VickersSingtel2.763.02BuySum of parts
04/20/20DBS VickersSoilbuild Reit0.390.5BuyDCF
04/20/20DBS VickersSunpower0.4250.49HoldDCF
04/20/20CIMBThai Beverage0.6950.7Hold
04/20/20Lim & TanTianjin Zhongxin0.670Accumulate
04/20/20Kim EngUMS0.780.96Buy
04/20/20Kim EngVenture15.9513.9Sell

Sunday, April 19, 2020

The US is trying to smear China again after Cambridge linked the virus to the US.

https://www.channelnewsasia.com/news/asia/director-of-wuhan-lab-denies-covid-19-virus-link-china-12656530

The US is embarking on a smearing campaign again after Cambridge linked the virus to the US.

http://sg-stock.blogspot.com/2020/04/cambrigde-university-got-caught-for.html

Fortunately, France came out to speak for China.

https://www.france24.com/en/20200418-france-says-no-evidence-covid-19-linked-to-wuhan-research-lab-set-up-with-french-help

There was another report published by Canada that linked the virus to the US.

https://www.greanvillepost.com/2020/03/14/covid-19-further-evidence-that-the-virus-originated-in-the-us/

It is unfortunate that the US is using media news instead of scientific facts to determine the origin of covid-19.

What is the world becoming into when we believe in false media news instead of scientific research?  Is Cambridge University research fake?

A scientific research is a research that can yield the same outcome when it is done repeatedly.  This means that when other researchers use the same research method, they can get the same outcome on the origin of covid-19, which is from the US.

A commercial BLS-4 (P4) lab must be registered with the UN and the Wuhan P4 lab is registered with the UN.  The Wuhan P4 lab is open to local and foreign scientists and is not a classified lab. 

Bio-Chem warfare research is done in a highly classified military P4 Lab and not in a commercial lab.  The military P4 lab is usually located in a remote region and away from the crowds so that it can work in secrecy and is not registered with the UN due to national security reasons.

This Wuhan P4 Lab is located in a major city for public accessibility and its main work is in diagnoses.  Therefore, the Wuhan P4 Lab is not the source for covid-19.

Saturday, April 18, 2020

Baltic dry index - 706

Today, Wednesday, April 15 2020, the Baltic Dry Index climbed by 27 points, reaching 706 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 stock: Sembcorp Marine, Cosco & Pan ocean.

US rig count - 529

Related stock: Keppel Corp, Sembcorp Marine & Cosco

The US is begging for China's help now. What a joke!

https://sg.finance.yahoo.com/news/u-appeals-china-revise-export-041244688.html

The US is smearing China by falsely claiming that covid-19 originated in China.  This allegation is being debunked by Cambridge University in its latest scientific report.

http://sg-stock.blogspot.com/2020/04/cambrigde-university-got-caught-for.html

Now, the US is begging for China's help!  This is not the way to make friends.