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Monday, February 24, 2020

Manulife US Reit - Stock calls

DateAnalystCompanyLastTargetCallValuation
01/02/19DMG & PartnersManulife US Reit0.770.92Buy
01/02/19DBS VickersManulife US Reit0.770.88BuyDCF
02/12/19Lim & TanManulife US Reit0.8550Hold
02/12/19DMG & PartnersManulife US Reit0.8550.94BuyDDM
02/12/19DBS VickersManulife US Reit0.8550.92BuyDCF
02/26/19AmfrasersManulife US Reit0.8350.95Buy
03/13/19DMG & PartnersManulife US Reit0.850.94Buy
03/25/19Kim EngManulife US Reit0.8651BuyDDM
04/25/19Lim & TanManulife US Reit0.870Hold
04/26/19DMG & PartnersManulife US Reit0.8650.94BuyDDM
04/26/19DBS VickersManulife US Reit0.8650.92Buy
04/26/19Kim EngManulife US Reit0.8651BuyDDM
04/30/19AmfrasersManulife US Reit0.880.97BuyDDM
05/02/19DMG & PartnersManulife US Reit0.870.96BuyDDM
05/29/19Kim EngManulife US Reit0.861BuyDDM
06/06/19DMG & PartnersManulife US Reit0.8450.96Buy
06/17/19DBS VickersManulife US Reit0.871BuyDDM
06/25/19Kim EngManulife US Reit0.8651Buy
07/04/19DMG & PartnersManulife US Reit0.880.96Buy
07/12/19DMG & PartnersManulife US Reit0.8750.98BuyDDM
08/15/19AmfrasersManulife US Reit0.890.98outperform
08/15/19DMG & PartnersManulife US Reit0.890.98BuyDDM
08/19/19Kim EngManulife US Reit0.891BuyDDM
08/23/19DBS VickersManulife US Reit0.8951.1BuyDCF
09/11/19DMG & PartnersManulife US Reit0.9150.98Buy
09/20/19Kim EngManulife US Reit0.911.05BuyDDM
09/20/19DMG & PartnersManulife US Reit0.911BuyDDM
09/20/19AmfrasersManulife US Reit0.911.01outperform
10/02/19DMG & PartnersManulife US Reit0.8951Buy
10/11/19DBS VickersManulife US Reit0.9051.1BuyDCF
11/01/19CIMBManulife US Reit0.9151.12AddDDM
11/05/19DMG & PartnersManulife US Reit0.921BuyDDM
11/05/19DBS VickersManulife US Reit0.921.1Buy
11/05/19Kim EngManulife US Reit0.921.05Buy
12/02/19AmfrasersManulife US Reit0.9651.03outperform
12/10/19DMG & PartnersManulife US Reit1.021Buy
12/13/19DMG & PartnersManulife US Reit11.1BuyDDM
01/08/20DMG & PartnersManulife US Reit0.991.1Buy
02/06/20DMG & PartnersManulife US Reit1.041.12BuyDDM
02/06/20DBS VickersManulife US Reit1.041.15BuyDCF
02/06/20Lim & TanManulife US Reit1.040Hold
02/07/20CIMBManulife US Reit1.071.13AddDDM
02/07/20Kim EngManulife US Reit1.071.15BuyDDM
02/11/20AmfrasersManulife US Reit1.051.11Neutral
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Lippo Malls - Stock calls

DateAnalystCompanyLastTargetCallValuation
02/21/20CIMBLippo Malls0.2350.24HoldDDM
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Stock calls for 24 February 2020

DateAnalystCompanyLastTargetCallValuation
02/24/20AmfrasersComfortdelgro2.022.28OutperformPER17.5x FY20
02/24/20phillipOCBC11.0212.1AccumulateGGM, PB1.11x FY20
02/24/20DMG & PartnersOCBC11.0211.2NeutralGGM, PB1.03x FY20
02/24/20UOB Kay HianOCBC11.0212.68Buy
02/24/20DBS VickersSasseur0.8150.93BuyDCF
02/24/20Kim EngSasseur0.8150.95Buy
02/24/20DMG & PartnersSembcorp Industries2.012.33BuySum of parts, PER10x FY20
02/24/20phillipSheng Siong1.291.41AccumulatePER25x FY20
02/24/20DMG & PartnersSheng Siong1.291.42BuyDCF & PER22x
02/24/20DBS VickersSheng Siong1.291.45BuyPER25x FY20
02/24/20Lim & TanST Engineering4.240Hold
02/24/20PhillipStarhub1.521.7AccumlateEV/Ebitda6.5x FY20
02/24/20phillipUOB25.6827.8AccumulateGGM, PB1.2x FY20
02/24/20DMG & PartnersUOB25.6825.2NeutralGGM, PB1.07x FY20
02/24/20DBS VickersUOB25.6827.2BuyGGM, PB1.1x FY20
02/24/20DMG & PartnersVenture16.7719.3BuyPER15x FY20
02/24/20UOB Kay HianVenture16.7719.62Buy
02/24/20UOB Kay HianWilmar4.114.6Buy
02/24/20DBS VickersWilmar4.114.6BuySum of parts, PER17.1x FY20
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Italy has fallen!


Italy is having a major virus outbreak now!

 Italy will be severely affected by this outbreak because it is already facing a recession.  Furthermore, its government doesn't have a strong resolution like China to contain the outbreak. 
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Saturday, February 22, 2020

The global semiconductor industry will be impacted by the virus outbreak in Japan & South Korea.


It is pretty obvious that Japan and South Korea have an uncontrollable virus outbreak.

This outbreak will impact the semiconductor and memory (dram) chips sectors since these 2 countries are major players in the global technology industry.

Many global technology firms will be impacted by the shutdowns of semiconductor firms in Japan and South Korea.
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Baltic dry index - 465

Today, Wednesday, February 19 2020, the Baltic Dry Index climbed by 15 points, reaching 465 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.
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US rig count - 791


Related stock: Keppel Corp, Sembcorp Marine & Cosco.
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Friday, February 21, 2020

What's wrong with Haidilao?

https://sg.finance.yahoo.com/news/chinas-citic-aibank-lend-haidilao-043207731.html

Haidilao has about 550 outlets in China and almost all the outlets are closed because of the virus outbreak.

The daily loss is around RMB$80m for all the outlet closures.

As long as the virus outbreak is not contained, taking on more debts will not resolve Haidilao's operational problems.  There is nothing Haidilao can do when there is no customer.


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Lian Beng - Stock calls

DateAnalystCompanyLastTargetCallValuation
01/16/19Lim & TanLian Beng0.5150Buy on weakness
01/14/20Lim & TanLian Beng0.5250Buy
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Lendlease Reit - Stock calls

DateAnalystCompanyLastTargetCallValuation
10/15/19DIRLendlease Reit0.941.01outperform
12/06/19DBS VickersLendlease Reit0.921.05BuyDCF
02/12/20DBS VickersLendlease Reit0.911.05Buy
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