| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/02/19 | DMG & Partners | CDL Hospitality | 1.46 | 1.8 | Buy | DDM |
| 01/02/19 | CIMB | CDL Hospitality | 1.46 | 1.63 | Add | |
| 01/17/19 | Kim Eng | CDL Hospitality | 1.56 | 1.75 | Buy | |
| 01/22/19 | UOB Kay Hian | CDL Hospitality | 1.56 | 1.83 | Buy | |
| 01/31/19 | CIMB | CDL Hospitality | 1.63 | 1.64 | Add | DDM |
| 01/31/19 | Kim Eng | CDL Hospitality | 1.63 | 1.8 | Buy | DDM |
| 01/31/19 | OCBC | CDL Hospitality | 1.63 | 1.56 | Hold | |
| 01/31/19 | DBS Vickers | CDL Hospitality | 1.63 | 1.85 | Buy | DCF |
| 02/11/19 | CIMB | CDL Hospitality | 1.62 | 1.8 | Add | |
| 02/28/19 | Kim Eng | CDL Hospitality | 1.6 | 1.8 | Buy | |
| 03/13/19 | DMG & Partners | CDL Hospitality | 1.63 | 1.8 | Buy | |
| 03/26/19 | CIMB | CDL Hospitality | 1.64 | 1.8 | Add | |
| 04/04/19 | Kim Eng | CDL Hospitality | 1.65 | 1.85 | Buy | |
| 04/09/19 | DMG & Partners | CDL Hospitality | 1.67 | 1.8 | Buy | |
| 05/02/19 | DMG & Partners | CDL Hospitality | 1.6 | 1.77 | Buy | DDM |
| 05/02/19 | Kim Eng | CDL Hospitality | 1.6 | 1.8 | Buy | DDM |
| 05/02/19 | OCBC | CDL Hospitality | 1.6 | 1.54 | Hold | |
| 05/02/19 | DBS Vickers | CDL Hospitality | 1.6 | 1.85 | Buy | |
| 05/02/19 | UOB Kay Hian | CDL Hospitality | 1.6 | 1.99 | Buy | |
| 05/03/19 | CIMB | CDL Hospitality | 1.61 | 1.85 | Add | DDM |
| 06/06/19 | DMG & Partners | CDL Hospitality | 1.61 | 1.77 | Buy | |
| 06/11/19 | UOB Kay Hian | CDL Hospitality | 1.62 | 2.06 | Buy | DDM |
| 06/25/19 | Kim Eng | CDL Hospitality | 1.62 | 1.8 | Buy | |
| 07/04/19 | DMG & Partners | CDL Hospitality | 1.66 | 1.77 | Buy | |
| 07/15/19 | UOB Kay Hian | CDL Hospitality | 1.65 | 2.06 | Buy | |
| 07/31/19 | OCBC | CDL Hospitality | 1.66 | 1.56 | Hold | |
| 07/31/19 | DMG & Partners | CDL Hospitality | 1.66 | 1.79 | Buy | DDM |
| 07/31/19 | CIMB | CDL Hospitality | 1.66 | 1.92 | Add | |
| 07/31/19 | DBS Vickers | CDL Hospitality | 1.66 | 1.8 | Buy | DCF |
| 08/27/19 | UOB Kay Hian | CDL Hospitality | 1.58 | 2.06 | Buy | |
| 09/11/19 | DMG & Partners | CDL Hospitality | 1.63 | 1.79 | Buy | |
| 09/19/19 | CIMB | CDL Hospitality | 1.62 | 1.92 | Add | |
| 09/19/19 | Kim Eng | CDL Hospitality | 1.62 | 1.8 | Buy | |
| 10/01/19 | UOB Kay Hian | CDL Hospitality | 1.64 | 2.06 | Buy | |
| 10/02/19 | DMG & Partners | CDL Hospitality | 1.63 | 1.79 | Buy | |
| 10/09/19 | DBS Vickers | CDL Hospitality | 1.64 | 1.8 | Buy | |
| 10/31/19 | DMG & Partners | CDL Hospitality | 1.63 | 1.78 | Buy | DDM |
| 10/31/19 | Kim Eng | CDL Hospitality | 1.63 | 1.8 | Buy | DDM |
| 10/31/19 | UOB Kay Hian | CDL Hospitality | 1.63 | 2.05 | Buy | |
| 11/04/19 | CIMB | CDL Hospitality | 1.64 | 1.83 | Add | |
| 11/04/19 | OCBC | CDL Hospitality | 1.64 | 1.69 | Hold | |
| 11/12/19 | UOB Kay Hian | CDL Hospitality | 1.58 | 2.05 | Buy | DDM |
| 11/21/19 | Kim Eng | CDL Hospitality | 1.59 | 1.8 | Buy | |
| 11/22/19 | DMG & Partners | CDL Hospitality | 1.59 | 1.78 | Buy | DDM |
| 11/25/19 | DBS Vickers | CDL Hospitality | 1.58 | 1.8 | Buy | |
| 11/26/19 | Kim Eng | CDL Hospitality | 1.6 | 1.8 | Buy | |
| 12/10/19 | DMG & Partners | CDL Hospitality | 1.63 | 1.78 | Buy | |
| 01/08/20 | DMG & Partners | CDL Hospitality | 1.63 | 1.78 | Buy | |
| 01/14/20 | DBS Vickers | CDL Hospitality | 1.64 | 1.8 | Buy |
Wednesday, January 15, 2020
CDL Hospitality - Stock calls
Stock calls for 15 January 2020
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/15/20 | Amfrasers | AEM | 2.16 | 2.57 | Buy | PER14x FY20 |
| 01/15/20 | Kim Eng | AEM | 2.16 | 2.58 | Buy | |
| 01/15/20 | DBS Vickers | Fu Yu | 0.25 | 0.35 | Buy | PER16x FY20 |
| 01/15/20 | DMG & Partners | Fu Yu | 0.25 | 0.29 | Buy | DCF |
| 01/15/20 | UOB Kay Hian | Singtel | 3.25 | 3.32 | Hold | DCF, Buy @ $3 |
| 01/15/20 | DBS Vickers | Singtel | 3.25 | 3.8 | Buy | Sum of parts |
| 01/15/20 | Lim & Tan | SPH | 2.14 | 0 | Hold | |
| 01/15/20 | OCBC | SPH | 2.14 | 2.28 | Hold | |
| 01/15/20 | CIMB | Venture | 16.61 | 16.88 | Hold |
Tuesday, January 14, 2020
CapitaRetail China - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 02/04/19 | OCBC | CapitaRetail China | 1.48 | 1.42 | Hold | |
| 02/04/19 | DBS Vickers | CapitaRetail China | 1.48 | 1.65 | Buy | DCF |
| 02/15/19 | Phillip | CapitaRetail China | 1.39 | 1.66 | Accumulate | |
| 03/21/19 | Amfrasers | CapitaRetail China | 1.52 | 1.61 | Buy | DDM |
| 04/03/19 | DBS Vickers | CapitaRetail China | 1.57 | 1.65 | Buy | |
| 04/26/19 | OCBC | CapitaRetail China | 1.51 | 1.5 | Hold | |
| 06/11/19 | OCBC | CapitaRetail China | 1.56 | 1.5 | Hold | |
| 06/12/19 | OCBC | CapitaRetail China | 1.53 | 1.35 | Sell | |
| 06/12/19 | DBS Vickers | CapitaRetail China | 1.53 | 1.65 | Buy | |
| 06/12/19 | Lim & Tan | CapitaRetail China | 1.53 | 0 | Hold | |
| 06/14/19 | OCBC | CapitaRetail China | 1.5 | 1.38 | Hold | |
| 06/19/19 | Phillip | CapitaRetail China | 1.55 | 1.66 | Accumulate | |
| 07/22/19 | Phillip | CapitaRetail China | 1.59 | 1.66 | Accumulate | |
| 08/01/19 | OCBC | CapitaRetail China | 1.59 | 1.45 | Hold | |
| 08/01/19 | DBS Vickers | CapitaRetail China | 1.59 | 1.8 | Buy | |
| 08/02/19 | Amfrasers | CapitaRetail China | 1.55 | 1.68 | Outperform | |
| 08/26/19 | Phillip | CapitaRetail China | 1.54 | 1.66 | Accumulate | |
| 09/24/19 | Phillip | CapitaRetail China | 1.53 | 1.66 | Accumulate | |
| 10/18/19 | Phillip | CapitaRetail China | 1.53 | 1.66 | Accumulate | |
| 10/29/19 | DBS Vickers | CapitaRetail China | 1.55 | 1.8 | Buy | |
| 11/01/19 | Amfrasers | CapitaRetail China | 1.52 | 1.74 | Outperform | |
| 11/25/19 | Phillip | CapitaRetail China | 1.55 | 1.66 | Accumulate |
Capitamall Trust - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/22/19 | CIMB | Capitamall Trust | 2.26 | 2.29 | Hold | DDM |
| 01/23/19 | OCBC | Capitamall Trust | 2.27 | 2.12 | Hold | |
| 01/24/19 | Phillip | Capitamall Trust | 2.31 | 2.09 | Neutral | DDM, PB1.06x FY19 |
| 01/24/19 | Kim Eng | Capitamall Trust | 2.31 | 2.25 | Hold | DDM |
| 01/24/19 | OCBC | Capitamall Trust | 2.31 | 2.25 | Hold | |
| 01/24/19 | DBS Vickers | Capitamall Trust | 2.31 | 2.44 | Buy | |
| 01/28/19 | UOB Kay Hian | Capitamall Trust | 2.36 | 2.02 | Hold | Buy @ $1.84 |
| 02/15/19 | Phillip | Capitamall Trust | 2.38 | 2.09 | Neutral | |
| 02/28/19 | Kim Eng | Capitamall Trust | 2.42 | 2.25 | Hold | |
| 03/14/19 | DMG & Partners | Capitamall Trust | 2.39 | 2.2 | Neutral | DDM |
| 04/04/19 | Kim Eng | Capitamall Trust | 2.41 | 2.4 | Hold | DDM |
| 04/24/19 | OCBC | Capitamall Trust | 2.32 | 2.25 | Hold | |
| 04/25/19 | DBS Vickers | Capitamall Trust | 2.36 | 2.55 | Buy | |
| 04/25/19 | OCBC | Capitamall Trust | 2.36 | 2.32 | Hold | |
| 04/26/19 | Phillip | Capitamall Trust | 2.39 | 2.21 | Neutral | DDM |
| 04/26/19 | CIMB | Capitamall Trust | 2.39 | 2.39 | Hold | DDM |
| 05/27/19 | UOB Kay Hian | Capitamall Trust | 2.44 | 2.65 | Buy | DDM |
| 06/06/19 | OCBC | Capitamall Trust | 2.46 | 2.33 | Hold | |
| 06/19/19 | Phillip | Capitamall Trust | 2.57 | 2.21 | Neutral | |
| 06/21/19 | UOB Kay Hian | Capitamall Trust | 2.58 | 2.65 | Hold | |
| 06/25/19 | Kim Eng | Capitamall Trust | 2.6 | 2.4 | Hold | |
| 07/04/19 | DMG & Partners | Capitamall Trust | 2.71 | 2.2 | Neutral | |
| 07/04/19 | DBS Vickers | Capitamall Trust | 2.71 | 2.95 | Buy | |
| 07/22/19 | Phillip | Capitamall Trust | 2.64 | 2.36 | Neutral | |
| 07/23/19 | Lim & Tan | Capitamall Trust | 2.6 | 0 | Hold | |
| 07/24/19 | UOB Kay Hian | Capitamall Trust | 2.64 | 2.65 | Hold | DDM, Buy @ $2.42 |
| 07/24/19 | OCBC | Capitamall Trust | 2.64 | 2.51 | Hold | |
| 07/24/19 | Kim Eng | Capitamall Trust | 2.64 | 2.6 | Hold | DDM |
| 07/24/19 | DMG & Partners | Capitamall Trust | 2.64 | 2.38 | Neutral | DDM |
| 07/24/19 | CIMB | Capitamall Trust | 2.64 | 2.6 | Hold | DDM |
| 07/25/19 | Phillip | Capitamall Trust | 2.62 | 2.68 | Neutral | DDM, PB1.09x |
| 08/26/19 | Phillip | Capitamall Trust | 2.64 | 2.68 | Neutral | |
| 09/24/19 | Phillip | Capitamall Trust | 2.62 | 2.68 | Neutral | |
| 10/18/19 | Phillip | Capitamall Trust | 2.63 | 2.68 | Neutral | DDM |
| 10/22/19 | UOB Kay Hian | Capitamall Trust | 2.65 | 2.88 | Buy | DDM, PB1.35x |
| 10/22/19 | OCBC | Capitamall Trust | 2.65 | 2.73 | Hold | |
| 10/22/19 | DMG & Partners | Capitamall Trust | 2.65 | 2.38 | Neutral | DDM |
| 10/22/19 | DBS Vickers | Capitamall Trust | 2.65 | 2.85 | Buy | |
| 10/23/19 | CIMB | Capitamall Trust | 2.62 | 2.64 | Hold | DDM |
| 11/25/19 | Phillip | Capitamall Trust | 2.49 | 2.68 | Neutral | |
| 12/10/19 | DMG & Partners | Capitamall Trust | 2.52 | 2.38 | Neutral |
Capitaland - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/02/19 | DMG & Partners | Capitaland | 3.11 | 4 | Buy | |
| 01/03/19 | OCBC | Capitaland | 3.07 | 3.96 | Buy | RNAV (20% discount) |
| 01/07/19 | CIMB | Capitaland | 3.06 | 3.55 | Add | RNAV (35% discount) |
| 01/15/19 | DBS Vickers | Capitaland | 3.27 | 3.62 | Buy | |
| 01/15/19 | Phillip | Capitaland | 3.27 | 4 | Accumulate | RNAV (20% discount), PB0.75x FY18 |
| 02/20/19 | Lim & Tan | Capitaland | 3.39 | 0 | Buy | |
| 02/21/19 | OCBC | Capitaland | 3.43 | 3.98 | Buy | RNAV |
| 02/21/19 | Phillip | Capitaland | 3.43 | 4 | Accumulate | PB0.75x FY19 |
| 02/21/19 | CIMB | Capitaland | 3.43 | 3.56 | Add | RNAV (35% discount) |
| 02/21/19 | DBS Vickers | Capitaland | 3.43 | 3.62 | Buy | |
| 03/18/19 | OCBC | Capitaland | 3.44 | 3.98 | Buy | |
| 03/21/19 | Lim & Tan | Capitaland | 3.47 | 0 | Buy | |
| 03/26/19 | CIMB | Capitaland | 3.44 | 3.56 | Add | |
| 04/01/19 | UOB Kay Hian | Capitaland | 3.65 | 4.4 | Buy | |
| 04/02/19 | Macquarie | Capitaland | 3.69 | 3.9 | Outperform | RNAV (30% discount) |
| 04/02/19 | OCBC | Capitaland | 3.69 | 3.98 | Buy | |
| 05/02/19 | Phillip | Capitaland | 3.53 | 4 | Accumulate | RNAV (20% discount) |
| 05/02/19 | Lim & Tan | Capitaland | 3.53 | 0 | Hold | |
| 05/03/19 | OCBC | Capitaland | 3.54 | 4.04 | Buy | |
| 05/03/19 | CIMB | Capitaland | 3.54 | 3.56 | Add | |
| 05/27/19 | DBS Vickers | Capitaland | 3.28 | 4 | Buy | RNAV (25% discount) |
| 06/12/19 | DBS Vickers | Capitaland | 3.41 | 4 | Buy | |
| 06/18/19 | Macquarie | Capitaland | 3.42 | 4.1 | Outperform | RNAV (25% discount) |
| 07/05/19 | DBS Vickers | Capitaland | 3.69 | 4 | Buy | |
| 07/15/19 | Phillip | Capitaland | 3.69 | 4 | Accumulate | |
| 07/15/19 | CIMB | Capitaland | 3.69 | 4.15 | Add | RNAV (35% discount) |
| 07/15/19 | OCBC | Capitaland | 3.69 | 4.04 | Buy | |
| 08/07/19 | OCBC | Capitaland | 3.48 | 4.04 | Buy | |
| 08/14/19 | Macquarie | Capitaland | 3.42 | 4.15 | Outperform | |
| 08/19/19 | Phillip | Capitaland | 3.4 | 4.2 | Buy | PB0.75x FY19 |
| 08/20/19 | CIMB | Capitaland | 3.46 | 4.15 | Add | RNAV (35% discount) |
| 08/22/19 | DIR | Capitaland | 3.5 | 4.1 | Buy | RNAV (20% discount) |
| 09/05/19 | Lim & Tan | Capitaland | 3.49 | 0 | Accumulate | |
| 09/06/19 | DBS Vickers | Capitaland | 3.51 | 4 | Buy | |
| 10/11/19 | Phillip | Capitaland | 3.51 | 4.2 | Buy | |
| 10/23/19 | UOB Kay Hian | Capitaland | 3.62 | 3.8 | Hold | Buy @ $3.30 |
| 11/06/19 | DMG & Partners | Capitaland | 3.69 | 4.2 | Buy | RNAV (20% discount) |
| 11/07/19 | OCBC | Capitaland | 3.66 | 4.42 | Buy | RNAV (15% discount) |
| 11/25/19 | CIMB | Capitaland | 3.66 | 4.15 | Add | |
| 12/02/19 | Phillip | Capitaland | 3.68 | 4.2 | Buy | RNAV (20% discount) |
| 12/02/19 | DMG & Partners | Capitaland | 3.68 | 4.2 | Buy | RNAV (20% discount) |
| 12/02/19 | UOB Kay Hian | Capitaland | 3.68 | 3.8 | Hold | RNAV (20% discount) |
| 12/18/19 | Lim & Tan | Capitaland | 3.67 | 0 | Hold | |
| 01/02/20 | DBS Vickers | Capitaland | 3.75 | 4.5 | Buy | RNAV (18% discount) |
| 01/08/20 | DMG & Partners | Capitaland | 3.84 | 4.2 | Buy |
Stock calls for 14 January 2020
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/14/20 | DBS Vickers | CDL Hospitality | 1.64 | 1.8 | Buy | |
| 01/14/20 | DMG & Partners | DBS | 26.1 | 25.8 | Neutral | GGM, PB1.28x FY20 |
| 01/14/20 | DBS Vickers | Far East Hospitality | 0.755 | 0.8 | Buy | |
| 01/14/20 | DBS Vickers | Genting | 0.92 | 1.2 | Buy | |
| 01/14/20 | DBS Vickers | Jumbo | 0.385 | 0.47 | Buy | |
| 01/14/20 | Lim & Tan | Lian Beng | 0.525 | 0 | Buy | |
| 01/14/20 | DBS Vickers | SIA | 8.95 | 10.4 | Buy | |
| 01/14/20 | DMG & Partners | Singtel | 3.27 | 3.5 | Neutral | |
| 01/14/20 | UOB Kay Hian | SPH | 2.18 | 2.22 | Hold | Sum of parts, Buy @ $2 |
| 01/14/20 | CIMB | SPH | 2.18 | 2.11 | Hold | Sum of parts |
| 01/14/20 | DBS Vickers | SPH | 2.18 | 2.12 | Hold | |
| 01/14/20 | DMG & Partners | Starhub | 1.46 | 1.44 | Neutral | |
| 01/14/20 | DBS Vickers | Yangzijiang | 1.16 | 1.68 | Buy |
How is China's economy doing? - Part 3
https://sg.finance.yahoo.com/news/china-december-trade-beats-forecasts-033823593.html
China's economy is powering ahead as we've anticipated. We had stated previously that China's economy would be expanding because of de-americanization in its supply chain that would boost its local industries.
http://sg-stock.blogspot.com/2019/12/how-is-chinas-economy-doing-part-2.html
China's economy is powering ahead as we've anticipated. We had stated previously that China's economy would be expanding because of de-americanization in its supply chain that would boost its local industries.
http://sg-stock.blogspot.com/2019/12/how-is-chinas-economy-doing-part-2.html
Monday, January 13, 2020
CapitaCommercial - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/04/19 | Phillip | CapitaCommercial | 1.75 | 1.9 | Accumulate | |
| 01/14/19 | UOB Kay Hian | CapitaCommercial | 1.82 | 2.11 | Buy | DDM |
| 01/24/19 | OCBC | CapitaCommercial | 1.83 | 1.68 | Hold | |
| 01/25/19 | UOB Kay Hian | CapitaCommercial | 1.85 | 2.16 | Buy | DDM |
| 01/25/19 | DMG & Partners | CapitaCommercial | 1.85 | 1.86 | Neutral | DDM |
| 01/25/19 | DBS Vickers | CapitaCommercial | 1.85 | 2 | Buy | DCF |
| 01/25/19 | Lim & Tan | CapitaCommercial | 1.85 | 0 | Hold | |
| 01/28/19 | OCBC | CapitaCommercial | 1.9 | 1.83 | Hold | |
| 01/28/19 | CIMB | CapitaCommercial | 1.9 | 1.94 | Add | |
| 02/15/19 | Phillip | CapitaCommercial | 1.86 | 1.93 | Accumulate | |
| 03/18/19 | DMG & Partners | CapitaCommercial | 1.98 | 1.86 | Neutral | |
| 03/26/19 | UOB Kay Hian | CapitaCommercial | 1.92 | 2.16 | Buy | |
| 04/22/19 | Phillip | CapitaCommercial | 1.93 | 1.93 | Neutral | DDM, PB1.05x |
| 04/22/19 | DMG & Partners | CapitaCommercial | 1.93 | 1.86 | Neutral | DDM |
| 04/22/19 | OCBC | CapitaCommercial | 1.93 | 1.88 | Hold | |
| 04/22/19 | CIMB | CapitaCommercial | 1.93 | 2.03 | Add | DDM |
| 04/22/19 | UOB Kay Hian | CapitaCommercial | 1.93 | 2.16 | Buy | |
| 04/22/19 | DBS Vickers | CapitaCommercial | 1.93 | 2.1 | Buy | DCF |
| 04/22/19 | Lim & Tan | CapitaCommercial | 1.93 | 0 | Hold | |
| 05/13/19 | UOB Kay Hian | CapitaCommercial | 1.9 | 2.16 | Buy | |
| 05/17/19 | DBS Vickers | CapitaCommercial | 1.93 | 2.1 | Buy | DCF, PB1.15x |
| 05/30/19 | UOB Kay Hian | CapitaCommercial | 1.95 | 2.16 | Buy | |
| 06/13/19 | UOB Kay Hian | CapitaCommercial | 2.05 | 2.16 | Buy | |
| 06/19/19 | Phillip | CapitaCommercial | 2.11 | 1.93 | Neutral | |
| 06/24/19 | OCBC | CapitaCommercial | 2.14 | 1.88 | Sell | |
| 07/04/19 | DMG & Partners | CapitaCommercial | 2.23 | 1.86 | Neutral | |
| 07/17/19 | OCBC | CapitaCommercial | 2.18 | 1.88 | Sell | |
| 07/17/19 | Lim & Tan | CapitaCommercial | 2.18 | 0 | Hold | |
| 07/18/19 | UOB Kay Hian | CapitaCommercial | 2.17 | 2.17 | Hold | DDM, Buy @ $1.98 |
| 07/18/19 | DBS Vickers | CapitaCommercial | 2.17 | 2.4 | Buy | DCF |
| 07/18/19 | Kim Eng | CapitaCommercial | 2.17 | 1.8 | Hold | |
| 07/18/19 | OCBC | CapitaCommercial | 2.17 | 1.92 | Sell | |
| 07/18/19 | CIMB | CapitaCommercial | 2.17 | 2.25 | Add | |
| 07/19/19 | DMG & Partners | CapitaCommercial | 2.15 | 1.98 | Neutral | DDM |
| 07/22/19 | Phillip | CapitaCommercial | 2.15 | 2.18 | Neutral | DDM |
| 08/26/19 | Phillip | CapitaCommercial | 2.07 | 2.18 | Neutral | |
| 08/27/19 | UOB Kay Hian | CapitaCommercial | 2.08 | 2.04 | Hold | Buy @ $1.85 |
| 08/30/19 | DBS Vickers | CapitaCommercial | 2.13 | 2.3 | Buy | DCF |
| 09/24/19 | Phillip | CapitaCommercial | 2.11 | 2.18 | Neutral | |
| 10/04/19 | DBS Vickers | CapitaCommercial | 2.04 | 2.3 | Buy | |
| 10/18/19 | Phillip | CapitaCommercial | 2.05 | 2.18 | Neutral | |
| 10/24/19 | OCBC | CapitaCommercial | 2.04 | 1.92 | Hold | |
| 10/24/19 | UOB Kay Hian | CapitaCommercial | 2.04 | 2.3 | Buy | |
| 11/25/19 | Phillip | CapitaCommercial | 1.99 | 2.18 | Neutral | |
| 12/04/19 | DBS Vickers | CapitaCommercial | 2.01 | 2.3 | Buy | |
| 12/10/19 | DMG & Partners | CapitaCommercial | 2 | 1.98 | Neutral |
Cache Logistics - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/28/19 | phillip | Cache Logistics | 0.75 | 0.75 | Neutral | DDM, PB1.14x FY19 |
| 01/28/19 | DBS Vickers | Cache Logistics | 0.75 | 0.75 | Hold | DCF |
| 01/28/19 | OCBC | Cache Logistics | 0.75 | 0.76 | Hold | |
| 01/28/19 | DMG & Partners | Cache Logistics | 0.75 | 0.81 | Buy | DDM |
| 01/28/19 | CIMB | Cache Logistics | 0.75 | 0.74 | Hold | |
| 01/28/19 | Kim Eng | Cache Logistics | 0.75 | 0.85 | Buy | |
| 02/15/19 | phillip | Cache Logistics | 0.71 | 0.75 | Neutral | |
| 03/18/19 | DMG & Partners | Cache Logistics | 0.72 | 0.81 | Buy | |
| 04/18/19 | OCBC | Cache Logistics | 0.72 | 0.7 | Hold | |
| 04/26/19 | OCBC | Cache Logistics | 0.745 | 0.74 | Hold | |
| 04/26/19 | Kim Eng | Cache Logistics | 0.745 | 0.88 | Buy | |
| 04/26/19 | DBS Vickers | Cache Logistics | 0.745 | 0.75 | Hold | DCF |
| 04/26/19 | CIMB | Cache Logistics | 0.745 | 0.74 | Hold | |
| 06/17/19 | DMG & Partners | Cache Logistics | 0.77 | 0.83 | Buy | DDM |
| 06/17/19 | CIMB | Cache Logistics | 0.77 | 0.78 | Hold | DDM |
| 06/19/19 | phillip | Cache Logistics | 0.79 | 0.75 | Neutral | |
| 07/04/19 | DMG & Partners | Cache Logistics | 0.785 | 0.83 | Buy | |
| 07/19/19 | DBS Vickers | Cache Logistics | 0.78 | 0.75 | Hold | DCF |
| 07/22/19 | phillip | Cache Logistics | 0.785 | 0.75 | Neutral | |
| 07/26/19 | Kim Eng | Cache Logistics | 0.765 | 0.9 | Buy | DDM |
| 07/26/19 | DMG & Partners | Cache Logistics | 0.765 | 0.8 | Buy | DDM |
| 07/26/19 | CIMB | Cache Logistics | 0.765 | 0.76 | Hold | DDM |
| 08/26/19 | phillip | Cache Logistics | 0.725 | 0.75 | Neutral | |
| 09/24/19 | phillip | Cache Logistics | 0.735 | 0.75 | Neutral | |
| 10/18/19 | phillip | Cache Logistics | 0.73 | 0.75 | Neutral | |
| 10/30/19 | OCBC | Cache Logistics | 0.72 | 0.72 | Hold | |
| 11/25/19 | phillip | Cache Logistics | 0.71 | 0.75 | Neutral | |
| 12/10/19 | DMG & Partners | Cache Logistics | 0.72 | 0.8 | Buy |
Bumitama - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/03/19 | UOB Kay Hian | Bumitama | 0.67 | 0.81 | Buy | |
| 02/12/19 | UOB Kay Hian | Bumitama | 0.685 | 0.81 | Buy | PER11x FY19 |
| 02/21/19 | Kim Eng | Bumitama | 0.69 | 0.96 | Buy | |
| 02/26/19 | DMG & Partners | Bumitama | 0.67 | 0.67 | Neutral | PER11x FY19 |
| 02/27/19 | Kim Eng | Bumitama | 0.675 | 0.97 | Buy | PER13x FY19 |
| 02/28/19 | DBS Vickers | Bumitama | 0.665 | 0.85 | Buy | DCF, PER13.9x FY19 |
| 04/08/19 | UOB Kay Hian | Bumitama | 0.725 | 0.81 | Buy | |
| 05/15/19 | UOB Kay Hian | Bumitama | 0.69 | 0.81 | Buy | |
| 05/15/19 | DBS Vickers | Bumitama | 0.69 | 0.8 | Buy | DCF, PER18x FY19 |
| 05/17/19 | DMG & Partners | Bumitama | 0.7 | 0.62 | Neutral | |
| 05/24/19 | UOB Kay Hian | Bumitama | 0.69 | 0.81 | Hold | |
| 06/06/19 | DMG & Partners | Bumitama | 0.665 | 0.62 | Neutral | |
| 06/27/19 | UOB Kay Hian | Bumitama | 0.615 | 0.81 | Buy | |
| 07/02/19 | Kim Eng | Bumitama | 0.63 | 1.01 | Buy | |
| 07/16/19 | DBS Vickers | Bumitama | 0.605 | 0.75 | Buy | DCF |
| 08/14/19 | DMG & Partners | Bumitama | 0.6 | 0.54 | Neutral | PER14x FY20 |
| 08/15/19 | DBS Vickers | Bumitama | 0.59 | 0.69 | Buy | DCF, PER18.5x FY19 |
| 08/28/19 | Kim Eng | Bumitama | 0.575 | 0.8 | Buy | |
| 09/30/19 | DMG & Partners | Bumitama | 0.58 | 0.6 | Neutral | PER16x FY20 |
| 11/12/19 | DMG & Partners | Bumitama | 0.595 | 0.69 | Buy | PER16x FY20 |
| 11/13/19 | DBS Vickers | Bumitama | 0.62 | 0.72 | Buy | DCF |
| 11/13/19 | Kim Eng | Bumitama | 0.62 | 0.8 | Buy | PER13x FY20 |
| 11/22/19 | UOB Kay Hian | Bumitama | 0.7 | 0.75 | Buy | |
| 12/09/19 | DMG & Partners | Bumitama | 0.73 | 0.8 | Buy | PER18x FY20 |
| 12/10/19 | DBS Vickers | Bumitama | 0.725 | 0.81 | Buy | DCF |
Stock calls for 13 January 2020
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/13/20 | UOB Kay Hian | Sheng Siong | 1.27 | 1.29 | Hold | Buy @ $1.19 |
| 01/13/20 | Kim Eng | SPH Reit | 1.08 | 1.15 | Buy | DDM |
| 01/13/20 | OCBC | SPH Reit | 1.08 | 1.13 | Hold | |
| 01/13/20 | Lim & Tan | SPH Reit | 1.08 | 0 | Buy on weakness | |
| 01/13/20 | CIMB | SPH Reit | 1.08 | 1.16 | Add | |
| 01/13/20 | DBS Vickers | SPH Reit | 1.08 | 1.2 | Buy |
Saturday, January 11, 2020
Taiwan President Tsai won the 2020 election again with help from the US.
Taiwan President Tsai has just won the 2020 election with help from the US.
http://sg-stock.blogspot.com/2020/01/facebook-is-intervening-in-asia.html
Taiwan looks set to suffer economically for the next 4 years under Tsai.
http://sg-stock.blogspot.com/2020/01/facebook-is-intervening-in-asia.html
Taiwan looks set to suffer economically for the next 4 years under Tsai.
Baltic dry index - 774
Today, Friday, January 10 2020, the Baltic Dry Index climbed by 2 points, reaching 774 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 bases suffered damages in Iraq after Iran's attack.
It looked like some US building structures (hangers) were destroyed. If some aircrafts were in the hangers, more than US$100m were lost.
Friday, January 10, 2020
Breadtalk - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 02/21/19 | DBS Vickers | Breadtalk | 0.88 | 0.92 | Hold | Sum of parts |
| 02/21/19 | DMG & Partners | Breadtalk | 0.88 | 0.81 | Neutral | Sum of parts |
| 04/05/19 | DMG & Partners | Breadtalk | 0.87 | 0.81 | Neutral | |
| 05/07/19 | DBS Vickers | Breadtalk | 0.835 | 0.92 | Hold | |
| 05/08/19 | DMG & Partners | Breadtalk | 0.825 | 0.81 | Neutral | Sum of parts |
| 07/02/19 | DMG & Partners | Breadtalk | 0.75 | 0.81 | Neutral | |
| 08/02/19 | DBS Vickers | Breadtalk | 0.715 | 0.77 | Hold | Sum of parts |
| 08/05/19 | DMG & Partners | Breadtalk | 0.69 | 0.71 | Neutral | Sum of parts |
| 09/03/19 | DMG & Partners | Breadtalk | 0.665 | 0.71 | Neutral | |
| 09/04/19 | DMG & Partners | Breadtalk | 0.65 | 0.67 | Neutral | Sum of parts, EV/Ebitda7.64x |
| 09/06/19 | DBS Vickers | Breadtalk | 0.645 | 0.61 | Hold | Sum of parts |
| 12/11/19 | DMG & Partners | Breadtalk | 0.625 | 0.67 | Neutral |
BRC Asia - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 07/31/19 | UOB Kay Hian | BRC Asia | 1.37 | 1.75 | Buy | PER11.5x FY20 |
| 08/08/19 | UOB Kay Hian | BRC Asia | 1.31 | 1.75 | Buy | PER11.5x FY20 |
| 10/01/19 | UOB Kay Hian | BRC Asia | 1.34 | 1.75 | Buy | |
| 11/18/19 | CIMB | BRC Asia | 1.47 | 1.9 | Add | |
| 11/18/19 | Lim & Tan | BRC Asia | 1.47 | 1.8 | Buy | DCF |
| 11/26/19 | UOB Kay Hian | BRC Asia | 1.49 | 1.75 | Buy | PER11.5x FY20 |
| 01/09/20 | CIMB | BRC Asia | 1.54 | 1.9 | Add |
Subscribe to:
Posts (Atom)
