https://www.theedgesingapore.com/chinese-conglomerate-interested-buying-noble-group
We're unsure whether this Chinese conglomerate will buy Noble Group because the commodity industry is still in a doldrum. Therefore, the Chinese will definitely demand a heavy discount for the takeover.
https://sg-stock.blogspot.sg/2018/01/nobles-future-is-getting-from-bad-to.html
Even the previous white knight, Goldilocks, cannot save Noble Group. Is Goldilocks willing to take a substantial haircut to sell Noble Group to the Chinese conglomerate?
https://sg-stock.blogspot.sg/2017/07/noble-group-update.html
Monday, January 22, 2018
Saturday, January 20, 2018
The US government has shut down on Friday!
https://sg.news.yahoo.com/ap-explains-why-government-close-shutdown-233759096--politics.html
The federal government has no money to pay its government employees anymore. Therefore, it is shutting down its offices, leaving the essential services still operating with limited manpower.
On the other hand, Trump is reducing the tax revenues despite running out of money to please his supporters. Trump's tax policies will add USD$1.5T to the national debt within a decade.
When a government has no money from its coffer to pay its employees, do you think it has the money to repay its national debts? There is no way the USA is able to repay its national debt of more than USD$20T but no media will report this publicly. The day of reckoning will come as it is just a matter of time.
Instead of focusing on increasing its government coffer, the US government is diverting the attention away from its debt problem to China by getting the media to do fearmongering and smearing campaign against China, be it militarily or economically. China's crash story has been spinning around for more than a decade but China has not collapsed yet and its economic growth has been around 7% insofar.
With an ever-increasing colossal debt and economic growth of around 3%, the USA economic health is definitely declining. There will come a time when the death cross appears on the chart.
The federal government has no money to pay its government employees anymore. Therefore, it is shutting down its offices, leaving the essential services still operating with limited manpower.
On the other hand, Trump is reducing the tax revenues despite running out of money to please his supporters. Trump's tax policies will add USD$1.5T to the national debt within a decade.
When a government has no money from its coffer to pay its employees, do you think it has the money to repay its national debts? There is no way the USA is able to repay its national debt of more than USD$20T but no media will report this publicly. The day of reckoning will come as it is just a matter of time.
Instead of focusing on increasing its government coffer, the US government is diverting the attention away from its debt problem to China by getting the media to do fearmongering and smearing campaign against China, be it militarily or economically. China's crash story has been spinning around for more than a decade but China has not collapsed yet and its economic growth has been around 7% insofar.
With an ever-increasing colossal debt and economic growth of around 3%, the USA economic health is definitely declining. There will come a time when the death cross appears on the chart.
Baltic dry index -1125
Today, Friday, January 19 2018, the Baltic Dry Index decreased by 14 points, reaching 1125 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 stocks: Sembcorp Marine, Cosco & Pan Ocean
US rig count - 936
HOUSTON (AP) - The number of rigs exploring for oil and natural gas in the U.S. decreased by three this week to 936.
That exceeds the 694 rigs that were active this time a year ago.
Houston oilfield services company Baker Hughes reported on Friday that 747 rigs were drilling for oil and 189 for natural gas this week.
Among oil- and gas-producing states, Wyoming gained three rigs, West Virginia increased by two and Louisiana, New Mexico, Pennsylvania and Texas each gained one.
Colorado and Ohio each lost four rigs and Alaska, North Dakota and Utah each decreased by one.
Arkansas, California and Oklahoma were unchanged.
The U.S. rig count peaked at 4,530 in 1981. It bottomed out in May of 2016 at 404.
========================
Related stocks: Keppel Corp, Sembcorp Marine, Cosco
Friday, January 19, 2018
Keppel Infrastructure - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/19/16 | DBS Vickers | Keppel Infrastructure | 0.475 | 0.55 | Hold | |
04/14/16 | Credit Suisse | Keppel Infrastructure | 0.505 | 0.57 | Outperform | |
04/14/16 | DBS Vickers | Keppel Infrastructure | 0.505 | 0.56 | Buy | |
04/14/16 | UOB Kay Hian | Keppel Infrastructure | 0.505 | 0.55 | Hold | DCF, Buy @ $0.48 |
07/19/16 | Credit Suisse | Keppel Infrastructure | 0.51 | 0.57 | Outperform | |
10/18/16 | DBS Vickers | Keppel Infrastructure | 0.505 | 0.56 | Buy | DCF |
10/18/16 | UOB Kay Hian | Keppel Infrastructure | 0.505 | 0.55 | Hold | DCF |
01/24/17 | DBS Vickers | Keppel Infrastructure | 0.495 | 0.56 | Buy | DCF |
01/24/17 | UOB Kay Hian | Keppel Infrastructure | 0.495 | 0.54 | Hold | Buy below $0.475 |
04/07/17 | Credit Suisse | Keppel Infrastructure | 0.525 | 0.57 | Outperform | |
04/18/17 | DBS Vickers | Keppel Infrastructure | 0.53 | 0.56 | Buy | DCF |
07/19/17 | Credit Suisse | Keppel Infrastructure | 0.565 | 0.57 | Neutral | |
07/19/17 | DBS Vickers | Keppel Infrastructure | 0.565 | 0.6 | Buy | DDM |
10/17/17 | DBS Vickers | Keppel Infrastructure | 0.55 | 0.6 | Buy | DDM |
Keppel DC Reit - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/08/16 | DBS Vickers | Keppel DC Reit | 1.01 | 1.14 | Buy | DCF |
01/08/16 | Phillip | Keppel DC Reit | 1.01 | 1.13 | Accumulate | DDM |
01/15/16 | Credit Suisse | Keppel DC Reit | 1.01 | 1.13 | Outperform | |
01/15/16 | Lim & Tan | Keppel DC Reit | 1.01 | 0 | Hold | |
01/15/16 | OCBC | Keppel DC Reit | 1.01 | 1.24 | Buy | |
01/22/16 | CIMB | Keppel DC Reit | 0.98 | 1.18 | Add | DDM |
01/26/16 | Deutsche | Keppel DC Reit | 0.96 | 1.15 | Buy | |
03/07/16 | CIMB | Keppel DC Reit | 1.06 | 1.18 | Add | DDM |
03/24/16 | Deutsche | Keppel DC Reit | 1.075 | 1.15 | Buy | |
04/05/16 | Deutsche | Keppel DC Reit | 1.045 | 1.15 | Buy | |
04/13/16 | Kim Eng | Keppel DC Reit | 1.055 | 1.14 | Not Rated | |
04/14/16 | CIMB | Keppel DC Reit | 1.065 | 1.18 | Add | DDM |
04/14/16 | DBS Vickers | Keppel DC Reit | 1.065 | 1.14 | Buy | DCF |
04/14/16 | Lim & Tan | Keppel DC Reit | 1.065 | 0 | Hold | |
04/14/16 | OCBC | Keppel DC Reit | 1.065 | 1.24 | Buy | |
04/14/16 | Phillip | Keppel DC Reit | 1.065 | 1.13 | Accumulate | DDM |
04/15/16 | Credit Suisse | Keppel DC Reit | 1.07 | 1.13 | Outperform | |
05/17/16 | CIMB | Keppel DC Reit | 1.075 | 1.18 | Add | |
05/17/16 | Deutsche | Keppel DC Reit | 1.075 | 1.15 | Buy | |
06/20/16 | Deutsche | Keppel DC Reit | 1.075 | 1.15 | Buy | |
06/20/16 | JP Morgan | Keppel DC Reit | 1.075 | 1.15 | Overweight | |
06/22/16 | OCBC | Keppel DC Reit | 1.085 | 1.24 | Buy | |
07/08/16 | Phillip | Keppel DC Reit | 1.165 | 1.13 | Neutral | DDM |
07/19/16 | CIMB | Keppel DC Reit | 1.17 | 1.27 | Add | PB1.4x |
07/19/16 | Credit Suisse | Keppel DC Reit | 1.17 | 1.23 | Outperform | |
07/19/16 | DBS Vickers | Keppel DC Reit | 1.17 | 1.22 | Buy | |
07/19/16 | JP Morgan | Keppel DC Reit | 1.17 | 1.2 | Overweight | |
07/19/16 | Lim & Tan | Keppel DC Reit | 1.17 | 0 | Hold | |
07/19/16 | OCBC | Keppel DC Reit | 1.17 | 1.27 | Buy | |
07/26/16 | Deutsche | Keppel DC Reit | 1.17 | 1.15 | Buy | |
08/04/16 | CIMB | Keppel DC Reit | 1.19 | 1.27 | Add | DDM |
08/12/16 | OCBC | Keppel DC Reit | 1.205 | 1.27 | Buy | |
08/15/16 | CIMB | Keppel DC Reit | 1.185 | 1.29 | Add | DDM |
08/15/16 | OCBC | Keppel DC Reit | 1.185 | 1.3 | Buy | |
08/16/16 | DBS Vickers | Keppel DC Reit | 1.195 | 1.22 | Buy | |
08/18/16 | Phillip | Keppel DC Reit | 1.19 | 1.26 | Accumulate | DDM |
08/31/16 | Credit Suisse | Keppel DC Reit | 1.2 | 1.23 | Outperform | |
09/02/16 | Lim & Tan | Keppel DC Reit | 1.205 | 0 | Hold | |
09/06/16 | CIMB | Keppel DC Reit | 1.195 | 1.29 | Add | |
10/12/16 | Phillip | Keppel DC Reit | 1.225 | 1.29 | Accumulate | DDM |
10/18/16 | CIMB | Keppel DC Reit | 1.225 | 1.33 | Add | DDM |
10/18/16 | JP Morgan | Keppel DC Reit | 1.225 | 1.25 | Overweight | |
10/18/16 | Lim & Tan | Keppel DC Reit | 1.225 | 0 | Buy on weakness | |
10/18/16 | OCBC | Keppel DC Reit | 1.225 | 1.35 | Buy | |
10/18/16 | Phillip | Keppel DC Reit | 1.225 | 1.26 | Accumulate | DDM |
11/01/16 | Credit Suisse | Keppel DC Reit | 1.245 | 1.31 | Outperform | |
11/04/16 | CIMB | Keppel DC Reit | 1.24 | 1.33 | Add | |
11/08/16 | OCBC | Keppel DC Reit | 1.215 | 1.35 | Buy | |
11/11/16 | Phillip | Keppel DC Reit | 1.21 | 1.26 | Accumulate | |
11/16/16 | Deutsche | Keppel DC Reit | 1.165 | 1.3 | Buy | |
11/16/16 | JP Morgan | Keppel DC Reit | 1.165 | 1.2 | Overweight | |
11/29/16 | DBS Vickers | Keppel DC Reit | 1.21 | 1.33 | Buy | DCF |
12/07/16 | CIMB | Keppel DC Reit | 1.225 | 1.22 | Hold | |
12/07/16 | Deutsche | Keppel DC Reit | 1.225 | 1.3 | Buy | |
12/07/16 | OCBC | Keppel DC Reit | 1.225 | 1.35 | Buy | |
01/09/17 | CIMB | Keppel DC Reit | 1.23 | 1.18 | Hold | DDM |
01/09/17 | DBS Vickers | Keppel DC Reit | 1.23 | 1.33 | Buy | DCF |
01/24/17 | CIMB | Keppel DC Reit | 1.215 | 1.21 | Hold | DDM |
01/24/17 | Lim & Tan | Keppel DC Reit | 1.215 | 0 | Hold | |
01/24/17 | OCBC | Keppel DC Reit | 1.215 | 1.39 | Buy | |
01/25/17 | Credit Suisse | Keppel DC Reit | 1.205 | 1.31 | Outperform | |
01/25/17 | DBS Vickers | Keppel DC Reit | 1.205 | 1.3 | Buy | DCF |
01/25/17 | Phillip | Keppel DC Reit | 1.205 | 1.15 | Hold | DDM, PB1.21x FY17 |
02/17/17 | JP Morgan | Keppel DC Reit | 1.165 | 1.25 | Overweight | |
02/20/17 | Phillip | Keppel DC Reit | 1.175 | 1.15 | Neutral | |
02/28/17 | Deutsche | Keppel DC Reit | 1.165 | 1.2 | Hold | |
03/01/17 | CIMB | Keppel DC Reit | 1.18 | 1.21 | Add | DDM |
03/06/17 | OCBC | Keppel DC Reit | 1.165 | 1.39 | Buy | |
03/17/17 | DBS Vickers | Keppel DC Reit | 1.195 | 1.3 | Buy | |
04/03/17 | OCBC | Keppel DC Reit | 1.2 | 1.39 | Buy | |
04/07/17 | Lim & Tan | Keppel DC Reit | 1.215 | 0 | Buy | |
04/18/17 | CIMB | Keppel DC Reit | 1.225 | 1.26 | Add | DDM |
04/18/17 | Credit Suisse | Keppel DC Reit | 1.225 | 1.31 | Outperform | |
04/18/17 | Lim & Tan | Keppel DC Reit | 1.225 | 0 | Hold | |
04/18/17 | Phillip | Keppel DC Reit | 1.225 | 1.15 | Neutral | DDM |
05/08/17 | Phillip | Keppel DC Reit | 1.24 | 1.15 | Neutral | |
05/18/17 | DBS Vickers | Keppel DC Reit | 1.23 | 1.3 | Buy | |
05/29/17 | OCBC | Keppel DC Reit | 1.28 | 1.39 | Buy | |
06/22/17 | Deutsche | Keppel DC Reit | 1.26 | 1.2 | Hold | |
07/18/17 | Phillip | Keppel DC Reit | 1.32 | 1.28 | Hold | DDM, PB1.35x FY17 |
07/18/17 | Credit Suisse | Keppel DC Reit | 1.32 | 1.47 | Outperform | |
07/18/17 | OCBC | Keppel DC Reit | 1.32 | 1.39 | Buy | DDM |
07/18/17 | CIMB | Keppel DC Reit | 1.32 | 1.28 | Hold | DDM |
07/19/17 | DBS Vickers | Keppel DC Reit | 1.33 | 1.4 | Buy | |
08/18/17 | Phillip | Keppel DC Reit | 1.275 | 1.28 | Neutral | DDM, PB1.35x FY17 |
08/22/17 | OCBC | Keppel DC Reit | 1.285 | 1.39 | Buy | |
09/04/17 | CIMB | Keppel DC Reit | 1.285 | 1.28 | Hold | |
09/13/17 | DBS Vickers | Keppel DC Reit | 1.295 | 1.44 | Buy | |
09/14/17 | Phillip | Keppel DC Reit | 1.29 | 1.31 | Neutral | DDM, PB1.37x FY17 |
09/14/17 | Lim & Tan | Keppel DC Reit | 1.29 | 0 | Hold | |
09/26/17 | CIMB | Keppel DC Reit | 1.305 | 1.36 | Add | |
10/17/17 | Phillip | Keppel DC Reit | 1.35 | 1.36 | Neutral | DDM, PB1.42x FY17 |
10/17/17 | OCBC | Keppel DC Reit | 1.35 | 1.39 | Buy | |
10/17/17 | Lim & Tan | Keppel DC Reit | 1.35 | 0 | Hold | |
10/17/17 | CIMB | Keppel DC Reit | 1.35 | 1.37 | Hold | |
10/19/17 | DBS Vickers | Keppel DC Reit | 1.345 | 1.44 | Buy | DCF |
11/20/17 | OCBC | Keppel DC Reit | 1.4 | 1.5 | Buy | PB1.47x FY18 |
Stock calls for 19 January 2018
Date | Analyst | Company | Last | Target | Call | Percent | Valuation |
01/19/18 | UOB Kay Hian | A-Reit | 2.77 | 3.05 | Buy | 10.11 | |
01/19/18 | Kim Eng | A-Reit | 2.77 | 3 | Buy | 8.30 | |
01/19/18 | Kim Eng | Cache Logistics | 0.875 | 0.9 | Hold | 2.86 | DDM |
01/19/18 | CIMB | Cache Logistics | 0.875 | 0.85 | Hold | -2.86 | DDM |
01/19/18 | UOB Kay Hian | CapitaCommercial | 1.92 | 2.09 | Buy | 8.85 | |
01/19/18 | CIMB | Comfortdelgro | 2.01 | 2.15 | Hold | 6.97 | |
01/19/18 | CIMB | First Reit | 1.41 | 1.44 | Hold | 2.13 | DDM |
01/19/18 | OCBC | First Reit | 1.41 | 1.48 | Buy | 4.96 | |
01/19/18 | DBS Vickers | Frasers Commercial Trust | 1.51 | 1.71 | Buy | 13.25 | DCF |
01/19/18 | Kim Eng | Mapletree Industrial | 2.11 | 2.1 | Buy | -0.47 | |
01/19/18 | DBS Vickers | Soilbuild Reit | 0.7 | 0.62 | Hold | -11.43 | DCF |
01/19/18 | Lim & Tan | Soilbuild Reit | 0.7 | 0 | Hold | -100.00 | |
01/19/18 | Lim & Tan | Venture | 23.15 | 0 | Buy | -100.00 | |
01/19/18 | UOB Kay Hian | Wing Tai | 2.34 | 2.78 | Buy | 18.80 |
Hot news! Japan will release its own cryptocurrency in March 2018.
https://www.investopedia.com/news/japans-biggest-bank-releasing-its-own-cryptocurrency-march/?partner=YahooSA&yptr=yahoo
This is the first official cryptocurrency which cannot be mined by others in Japan.
Since this is a government-issued cryptocurrency, there won't be anonymity for this cryptocurrency which is in line with the upcoming G20 summit discussion in March 2018.
The timing for the launch is uncanny because G20 is also held in March 2018.
This is the first official cryptocurrency which cannot be mined by others in Japan.
Since this is a government-issued cryptocurrency, there won't be anonymity for this cryptocurrency which is in line with the upcoming G20 summit discussion in March 2018.
The timing for the launch is uncanny because G20 is also held in March 2018.
Thursday, January 18, 2018
Keppel Corp - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/04/16 | DMG & Partners | Keppel Corp | 6.51 | 10 | Buy | |
01/06/16 | Macquarie | Keppel Corp | 6.45 | 5.3 | Underperform | PB0.9x |
01/08/16 | Kim Eng | Keppel Corp | 5.82 | 7.7 | Hold | |
01/08/16 | Nomura | Keppel Corp | 5.82 | 5.67 | Reduce | |
01/08/16 | UOB Kay Hian | Keppel Corp | 5.82 | 6.3 | Hold | PB0.85x |
01/12/16 | Lim & Tan | Keppel Corp | 5.54 | 0 | Buy | |
01/13/16 | Amfrasers | Keppel Corp | 5.15 | 7.16 | Hold | |
01/19/16 | DMG & Partners | Keppel Corp | 4.85 | 8.08 | Buy | Sum of parts, PB2.5x, PER8x FY16 |
01/19/16 | Nomura | Keppel Corp | 4.85 | 5.05 | Neutral | Sum of parts |
01/20/16 | Kim Eng | Keppel Corp | 5.18 | 4.24 | Sell | Sum of parts |
01/22/16 | Amfrasers | Keppel Corp | 4.8 | 4.26 | Sell | Sum of parts |
01/22/16 | CIMB | Keppel Corp | 4.8 | 4.39 | Hold | RNAV (30% discount) |
01/22/16 | Credit Suisse | Keppel Corp | 4.8 | 5.1 | Neutral | |
01/22/16 | DIR | Keppel Corp | 4.8 | 5.4 | Outperform | Sum of parts |
01/22/16 | Lim & Tan | Keppel Corp | 4.8 | 0 | Buy | |
01/22/16 | OCBC | Keppel Corp | 4.8 | 4.38 | Hold | Sum of parts (10% discount), PB0.7x |
01/22/16 | UOB Kay Hian | Keppel Corp | 4.8 | 6.05 | Buy | PB0.85x |
01/25/16 | DBS Vickers | Keppel Corp | 5.02 | 5.25 | Hold | RNAV (10% discount) |
01/26/16 | Deutsche | Keppel Corp | 4.81 | 7 | Hold | |
01/28/16 | Deutsche | Keppel Corp | 4.75 | 4.8 | Hold | |
01/28/16 | Kim Eng | Keppel Corp | 4.75 | 4.24 | Sell | Sum of parts |
02/03/16 | DIR | Keppel Corp | 4.9 | 5.4 | Outperform | Sum of parts |
02/22/16 | OCBC | Keppel Corp | 5.34 | 4.38 | Hold | |
03/07/16 | UOB Kay Hian | Keppel Corp | 6.1 | 6.6 | Buy | |
03/09/16 | Amfrasers | Keppel Corp | 5.77 | 4.26 | Sell | |
03/09/16 | DIR | Keppel Corp | 5.77 | 5.5 | Hold | Sum of parts (10% discount) |
03/09/16 | Kim Eng | Keppel Corp | 5.77 | 4.24 | Sell | |
03/09/16 | Lim & Tan | Keppel Corp | 5.77 | 0 | Hold | |
03/11/16 | DBS Vickers | Keppel Corp | 5.9 | 5.25 | Hold | Sum of parts, PB0.8x FY16 |
03/14/16 | Credit Suisse | Keppel Corp | 6.14 | 5 | Underperform | |
03/14/16 | UOB Kay Hian | Keppel Corp | 6.14 | 6.5 | Buy | Sum of parts |
03/17/16 | DIR | Keppel Corp | 5.98 | 5.68 | Hold | Sum of parts (20% discount) |
03/22/16 | OCBC | Keppel Corp | 6.03 | 5.07 | Hold | Sum of parts (10% discount), PB0.9x |
03/28/16 | DMG & Partners | Keppel Corp | 5.87 | 8.08 | Buy | |
03/30/16 | Kim Eng | Keppel Corp | 5.74 | 4.42 | Sell | Sum of parts |
04/01/16 | DIR | Keppel Corp | 5.83 | 5.68 | Hold | Sum of parts (20% discount) |
04/07/16 | CIMB | Keppel Corp | 5.65 | 5.53 | Hold | RNAV (30% discount) |
04/07/16 | DBS Vickers | Keppel Corp | 5.65 | 5.25 | Hold | |
04/07/16 | Lim & Tan | Keppel Corp | 5.65 | 0 | Hold | |
04/19/16 | Amfrasers | Keppel Corp | 6 | 5.6 | Hold | Sum of parts |
04/19/16 | CIMB | Keppel Corp | 6 | 5.14 | Reduce | RNAV |
04/19/16 | Credit Suisse | Keppel Corp | 6 | 5 | Underperform | |
04/19/16 | Kim Eng | Keppel Corp | 6 | 4.42 | Sell | Sum of parts |
04/19/16 | Macquarie | Keppel Corp | 6 | 5.3 | Underperform | |
04/19/16 | OCBC | Keppel Corp | 6 | 5.57 | Hold | Sum of parts |
04/19/16 | UOB Kay Hian | Keppel Corp | 6 | 6.4 | Hold | Sum of parts, Buy @ $5.40 |
05/04/16 | Lim & Tan | Keppel Corp | 5.4 | 0 | Hold | |
05/17/16 | Amfrasers | Keppel Corp | 5.11 | 5.6 | Buy | Sum of parts |
05/18/16 | Deutsche | Keppel Corp | 5.42 | 5.9 | Hold | Sum of parts |
05/20/16 | UOB Kay Hian | Keppel Corp | 5.22 | 6.4 | Hold | |
05/24/16 | OCBC | Keppel Corp | 5.3 | 5.57 | Hold | |
06/06/16 | Kim Eng | Keppel Corp | 5.38 | 4.42 | Sell | |
06/10/16 | Credit Suisse | Keppel Corp | 5.71 | 5 | Underperform | Sum of parts |
06/14/16 | UOB Kay Hian | Keppel Corp | 5.4 | 6.4 | Hold | |
06/16/16 | DIR | Keppel Corp | 5.39 | 5.67 | Hold | Sum of parts |
06/27/16 | OCBC | Keppel Corp | 5.3 | 5.57 | Hold | |
07/05/16 | UOB Kay Hian | Keppel Corp | 5.57 | 6.4 | Hold | |
07/14/16 | Credit Suisse | Keppel Corp | 5.57 | 5 | Underperform | |
07/15/16 | DIR | Keppel Corp | 5.59 | 5.61 | Hold | Sum of parts (10% discount) |
07/15/16 | Macquarie | Keppel Corp | 5.59 | 5.8 | Neutral | |
07/22/16 | Amfrasers | Keppel Corp | 5.58 | 5.67 | Hold | Sum of parts |
07/22/16 | CIMB | Keppel Corp | 5.58 | 5.14 | Reduce | RNAV |
07/22/16 | DBS Vickers | Keppel Corp | 5.58 | 5.25 | Hold | |
07/22/16 | Kim Eng | Keppel Corp | 5.58 | 4.5 | Sell | |
07/22/16 | Lim & Tan | Keppel Corp | 5.58 | 0 | Hold | |
07/22/16 | OCBC | Keppel Corp | 5.58 | 5.68 | Hold | Buy @ $5.30 |
07/22/16 | UOB Kay Hian | Keppel Corp | 5.58 | 5.7 | Hold | Buy @ $5.10 |
08/11/16 | Deutsche | Keppel Corp | 5.25 | 5.5 | Hold | |
08/11/16 | UOB Kay Hian | Keppel Corp | 5.25 | 5.7 | Hold | Buy @ $5.10 |
09/05/16 | DIR | Keppel Corp | 5.19 | 5.39 | Hold | Sum of parts |
09/08/16 | Lim & Tan | Keppel Corp | 5.41 | 0 | Hold | |
09/19/16 | OCBC | Keppel Corp | 5.22 | 5.68 | Hold | |
09/21/16 | Kim Eng | Keppel Corp | 5.27 | 4.54 | Sell | Sum of parts |
10/03/16 | UOB Kay Hian | Keppel Corp | 5.42 | 5.7 | Hold | |
10/06/16 | Lim & Tan | Keppel Corp | 5.39 | 0 | Hold | |
10/10/16 | DIR | Keppel Corp | 5.46 | 5.72 | Hold | Sum of parts (10% discount) |
10/21/16 | CIMB | Keppel Corp | 5.44 | 5.14 | Reduce | RNAV |
10/21/16 | Credit Suisse | Keppel Corp | 5.44 | 5 | Underperform | |
10/21/16 | DBS Vickers | Keppel Corp | 5.44 | 5.25 | Hold | Sum of parts, PB0.8x FY16 |
10/21/16 | Kim Eng | Keppel Corp | 5.44 | 4.57 | Sell | Sum of parts |
10/21/16 | OCBC | Keppel Corp | 5.44 | 5.71 | Hold | |
10/21/16 | UOB Kay Hian | Keppel Corp | 5.44 | 5.04 | Hold | Sum of parts, Buy @ $4.85 |
10/24/16 | Macquarie | Keppel Corp | 5.31 | 5.8 | Neutral | Sum of parts |
11/03/16 | Amfrasers | Keppel Corp | 5.25 | 5.93 | Buy | |
11/03/16 | OCBC | Keppel Corp | 5.25 | 5.71 | Hold | |
11/04/16 | Credit Suisse | Keppel Corp | 5.27 | 5 | Underperform | |
12/02/16 | DMG & Partners | Keppel Corp | 5.89 | 6.52 | Buy | |
12/05/16 | CIMB | Keppel Corp | 5.93 | 5.14 | Reduce | RNAV |
12/07/16 | Deutsche | Keppel Corp | 5.9 | 5.5 | Hold | |
12/07/16 | UOB Kay Hian | Keppel Corp | 5.9 | 6.25 | Hold | PB1.2x |
12/12/16 | OCBC | Keppel Corp | 5.93 | 5.71 | Hold | |
12/13/16 | Kim Eng | Keppel Corp | 6.28 | 4.57 | Sell | Sum of parts |
12/22/16 | Lim & Tan | Keppel Corp | 5.9 | 0 | Hold | |
12/22/16 | Morgan Stanley | Keppel Corp | 5.9 | 5.8 | Equal Weight | |
01/03/17 | DMG & Partners | Keppel Corp | 5.79 | 6.52 | Buy | Sum of parts |
01/05/17 | Deutsche | Keppel Corp | 5.82 | 5.9 | Hold | Sum of parts (15% discount) |
01/16/17 | DIR | Keppel Corp | 6.12 | 5.72 | Hold | |
01/25/17 | Credit Suisse | Keppel Corp | 6.36 | 5 | Underperform | |
01/27/17 | CIMB | Keppel Corp | 6.38 | 5.21 | Reduce | RNAV |
01/27/17 | DIR | Keppel Corp | 6.38 | 5.93 | Hold | Sum of parts (10% discount) |
01/27/17 | DMG & Partners | Keppel Corp | 6.38 | 7.39 | Buy | Sum of parts, PER10x FY17 |
01/27/17 | Lim & Tan | Keppel Corp | 6.38 | 0 | Sell | Bloomberg consensus $5.79 |
01/27/17 | OCBC | Keppel Corp | 6.38 | 6.26 | Hold | |
01/27/17 | UOB Kay Hian | Keppel Corp | 6.38 | 6.45 | Hold | Sum of parts, Buy @ $5.90 |
01/31/17 | Amfrasers | Keppel Corp | 6.27 | 6.5 | Hold | Sum of parts |
01/31/17 | DBS Vickers | Keppel Corp | 6.27 | 6 | Hold | Sum of parts |
02/17/17 | CLSA | Keppel Corp | 6.53 | 7.6 | Buy | |
02/22/17 | OCBC | Keppel Corp | 6.57 | 7.4 | Buy | |
03/01/17 | Credit Suisse | Keppel Corp | 6.81 | 8.7 | Outperform | Sum of parts |
03/14/17 | DIR | Keppel Corp | 6.75 | 6.44 | Hold | Sum of parts |
03/14/17 | Deutsche | Keppel Corp | 6.75 | 6.4 | Hold | |
03/20/17 | DBS Vickers | Keppel Corp | 6.87 | 6 | Hold | Sum of parts, PB0.9x FY17 |
03/20/17 | UOB Kay Hian | Keppel Corp | 6.87 | 6.45 | Hold | Sum of parts, Buy @ $6.10 |
03/21/17 | CIMB | Keppel Corp | 6.85 | 7.24 | Hold | Sum of parts |
03/22/17 | DMG & Partners | Keppel Corp | 6.83 | 7.77 | Buy | Sum of parts, PER10.6x FY17 |
03/22/17 | OCBC | Keppel Corp | 6.83 | 7.4 | Buy | |
03/22/17 | UOB Kay Hian | Keppel Corp | 6.83 | 6.98 | Hold | Sum of parts, Buy @ $6.25 |
04/07/17 | Credit Suisse | Keppel Corp | 6.84 | 8.7 | Outperform | |
04/11/17 | Lim & Tan | Keppel Corp | 6.96 | 0 | Hold | |
04/21/17 | CIMB | Keppel Corp | 6.55 | 7.24 | Hold | Sum of parts |
04/21/17 | DIR | Keppel Corp | 6.55 | 6.44 | Hold | Sum of parts (10% discount) |
04/21/17 | OCBC | Keppel Corp | 6.55 | 7.36 | Buy | PB1.1x |
04/21/17 | UOB Kay Hian | Keppel Corp | 6.55 | 6.55 | Hold | Sum of parts, Buy @ $5.90 |
04/24/17 | DBS Vickers | Keppel Corp | 6.56 | 6 | Hold | Sum of parts, PB0.9x FY17 |
04/24/17 | DMG & Partners | Keppel Corp | 6.56 | 7.56 | Buy | Sum of parts |
04/25/17 | Amfrasers | Keppel Corp | 6.51 | 7.02 | Buy | Sum of parts |
04/28/17 | Macquarie | Keppel Corp | 6.57 | 5.8 | Neutral | |
05/24/17 | UOB Kay Hian | Keppel Corp | 6.55 | 6.55 | Hold | |
05/30/17 | DMG & Partners | Keppel Corp | 6.48 | 7.55 | Buy | Sum of parts |
06/02/17 | OCBC | Keppel Corp | 6.46 | 7.36 | Buy | Sum of parts (10% discount) |
06/20/17 | UOB Kay Hian | Keppel Corp | 6.31 | 6.55 | Hold | |
06/30/17 | DMG & Partners | Keppel Corp | 6.36 | 7.34 | Buy | Sum of parts |
07/04/17 | Credit Suisse | Keppel Corp | 6.32 | 8.7 | Outperform | |
07/05/17 | DIR | Keppel Corp | 6.34 | 6.44 | Hold | Sum of parts |
07/05/17 | OCBC | Keppel Corp | 6.34 | 7.36 | Buy | |
07/07/17 | UOB Kay Hian | Keppel Corp | 6.4 | 6.55 | Hold | Sum of parts, Buy @ $5.90 |
07/21/17 | UOB Kay Hian | Keppel Corp | 6.53 | 6.86 | Hold | Sum of parts, Buy @ $6.20 |
07/21/17 | CIMB | Keppel Corp | 6.53 | 7.24 | Hold | Sum of parts |
07/21/17 | DIR | Keppel Corp | 6.53 | 6.39 | Hold | Sum of parts |
07/21/17 | DBS Vickers | Keppel Corp | 6.53 | 7.6 | Buy | Sum of parts, PB1.1x FY17 |
07/21/17 | Lim & Tan | Keppel Corp | 6.53 | 0 | Hold | |
07/24/17 | Macquarie | Keppel Corp | 6.58 | 5.8 | Neutral | |
07/24/17 | Amfrasers | Keppel Corp | 6.58 | 7.61 | Buy | Sum of parts |
08/01/17 | Credit Suisse | Keppel Corp | 6.41 | 8.7 | Outperform | PER12.1x FY17, PB0.9x |
08/18/17 | Lim & Tan | Keppel Corp | 6.33 | 0 | Hold | |
08/18/17 | DBS Vickers | Keppel Corp | 6.33 | 7.6 | Buy | Sum of parts |
08/25/17 | CIMB | Keppel Corp | 6.36 | 7.24 | Hold | Sum of parts |
08/25/17 | Morgan Stanley | Keppel Corp | 6.36 | 6.18 | Equal Weight | Sum of parts |
08/29/17 | DMG & Partners | Keppel Corp | 6.39 | 7.34 | Buy | Sum of parts |
09/13/17 | OCBC | Keppel Corp | 6.27 | 7.36 | Buy | |
09/15/17 | UOB Kay Hian | Keppel Corp | 6.29 | 6.86 | Hold | |
09/20/17 | DBS Vickers | Keppel Corp | 6.38 | 7.6 | Buy | Sum of parts |
09/20/17 | Deutsche | Keppel Corp | 6.38 | 7.5 | Buy | |
09/27/17 | Credit Suisse | Keppel Corp | 6.46 | 8.7 | Outperform | |
10/02/17 | UOB Kay Hian | Keppel Corp | 6.49 | 6.71 | Hold | |
10/05/17 | Lim & Tan | Keppel Corp | 6.52 | 0 | Buy | |
10/06/17 | OCBC | Keppel Corp | 6.59 | 7.36 | Buy | |
10/09/17 | DBS Vickers | Keppel Corp | 6.68 | 7.6 | Buy | |
10/11/17 | Credit Suisse | Keppel Corp | 6.77 | 8.7 | Outperform | Sum of parts |
10/13/17 | CIMB | Keppel Corp | 6.79 | 8.58 | Add | Sum of parts |
10/20/17 | OCBC | Keppel Corp | 7.02 | 7.73 | Buy | |
10/20/17 | Amfrasers | Keppel Corp | 7.02 | 7.61 | Buy | Sum of parts |
10/20/17 | UOB Kay Hian | Keppel Corp | 7.02 | 8.35 | Buy | Sum of parts |
10/20/17 | Lim & Tan | Keppel Corp | 7.02 | 0 | Buy | |
10/23/17 | DMG & Partners | Keppel Corp | 7.3 | 7.92 | Buy | Sum of parts |
10/27/17 | OCBC | Keppel Corp | 7.4 | 8.31 | Buy | Sum of parts |
11/03/17 | Morgan Stanley | Keppel Corp | 7.66 | 6.18 | Equal Weight | Sum of parts |
11/09/17 | UOB Kay Hian | Keppel Corp | 7.57 | 8.35 | Buy | |
11/09/17 | Deutsche | Keppel Corp | 7.57 | 8.6 | Buy | |
11/17/17 | CIMB | Keppel Corp | 7.28 | 8.58 | Add | |
11/24/17 | Lim & Tan | Keppel Corp | 7.59 | 0 | Buy | |
11/29/17 | OCBC | Keppel Corp | 7.74 | 8.41 | Buy | |
12/04/17 | Lim & Tan | Keppel Corp | 7.76 | 0 | Buy | |
12/08/17 | UOB Kay Hian | Keppel Corp | 7.49 | 8.98 | Buy | Sum of parts |
12/18/17 | Amfrasers | Keppel Corp | 7.53 | 8.67 | Buy | Sum of parts |
12/20/17 | CIMB | Keppel Corp | 7.5 | 8.58 | Add | Sum of parts |
12/26/17 | Amfrasers | Keppel Corp | 7.47 | 8.04 | Buy | Sum of parts |
12/26/17 | OCBC | Keppel Corp | 7.47 | 8.12 | Buy | Sum of parts (10% discount) |
12/26/17 | Lim & Tan | Keppel Corp | 7.47 | 0 | Hold | |
12/27/17 | Deutsche | Keppel Corp | 7.29 | 8.1 | Buy | Sum of parts (20% discount) |
01/02/17 | UOB Kay Hian | Keppel Corp | 7.35 | 8.75 | Buy | Sum of parts |
01/02/17 | CIMB | Keppel Corp | 7.35 | 8.58 | Add | Sum of parts |
01/09/18 | DBS Vickers | Keppel Corp | 7.77 | 9.8 | Buy | Sum of parts, PB1.3x FY18 |
01/10/18 | Amfrasers | Keppel Corp | 7.85 | 8.04 | Buy |
K1 Venture - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/01/16 | DMG & Partners | K1 Ventures | 0.95 | 1.08 | Buy | Share consol 5-into-1 |
03/15/17 | DMG & Partners | K1 Ventures | 0.835 | 0 | Take Profit |
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