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Wednesday, February 9, 2011

Micro-Mechanics - OCBC is a strong supporter of this stock.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

04/09/10 OCBC Micro-Mechanics 0.42 0.4 Hold NTA1.5x
04/27/10 OCBC Micro-Mechanics 0.425 0.55 Buy PER12x
05/04/10 OCBC Micro-Mechanics 0.425 0.57 Buy
05/26/10 OCBC Micro-Mechanics 0.4 0.57 Buy PER12x
06/08/10 OCBC Micro-Mechanics 0.4 0.57 Buy PER12x
07/01/10 OCBC Micro-Mechanics 0.39 0.57 Buy
07/08/10 OCBC Micro-Mechanics 0.39 0.57 Buy PER12x
08/31/10 OCBC Micro-Mechanics 0.435 0.58 Buy
09/02/10 OCBC Micro-Mechanics 0.44 0.58 Buy
09/13/10 OCBC Micro-Mechanics 0.44 0.58 Buy PER12x
10/05/10 OCBC Micro-Mechanics 0.445 0.58 Buy PER12x
12/07/10 OCBC Micro-Mechanics 0.44 0.58 Buy PER12x
01/04/11 OCBC Micro-Mechanics 0.45 0.58 Buy PER12x
02/01/11 OCBC Micro-Mechanics 0.495 0.67 Buy PER12x

Mewah - Buy calls from analysts.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

02/01/11 CIMB Mewah 1.12 1.41 Outperform PER13x

12/10/10 DMG & Partners Mewah 0.995 1.3 Buy

Mermaid - This stock is sinking to the bottom of the sea.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

06/21/10 CIMB Mermaid 0.54 0.49 Underperform PER10x
07/13/10 CIMB Mermaid 0.475 0.35 Underperform PER10x
08/06/10 CIMB Mermaid 0.49 0.35 Underperform
08/16/10 CIMB Mermaid 0.465 0.31 Underperform PER10x
08/19/10 CIMB Mermaid 0.44 0.31 Underperform
10/25/10 CIMB Mermaid 0.48 0.57 Outperform PER10x
11/09/10 CIMB Mermaid 0.47 0.52 Neutral PER10x
11/29/10 CIMB Mermaid 0.435 0.46 Underperform PB0.7x
01/28/11 CIMB Mermaid 0.42 0.46 Underperform

10/04/10 DBS Vickers Mermaid 0.45 0.52 Hold PB0.8x
10/22/10 DBS Vickers Mermaid 0.455 0.52 Hold
11/29/10 DBS Vickers Mermaid 0.44 0.49 Hold PB0.8x
01/03/11 DBS Vickers Mermaid 0.43 0.49 Hold

Tuesday, February 8, 2011

Mercator - Hold call from Phillip.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

07/27/10 phillip Mercator 0.29 0.32 Hold PB0.7x
10/27/10 phillip Mercator 0.285 0.32 Hold PB0.8x
02/02/11 phillip Mercator 0.26 0.28 Hold PB0.7x

Meiban - Hold call from DBS Vickers.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

07/15/10 DBS Vickers Meiban 0.305 0.3 Hold
08/12/10 DBS Vickers Meiban 0.295 0.3 Hold PER8x

Marco Polo Marine - Buy calls from analysts.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

08/03/10 DMG & Partners Marco Polo 0.44 0.53 Buy PEG0.46x
08/16/10 DMG & Partners Marco Polo 0.415 0.525 Buy PEG0.45x
08/25/10 DMG & Partners Marco Polo 0.415 0.525 Buy
09/07/10 DMG & Partners Marco Polo 0.425 0.525 Buy
10/06/10 DMG & Partners Marco Polo 0.47 0.505 Neutral PEG0.45
10/15/10 DMG & Partners Marco Polo 0.46 0.505 Neutral
11/26/10 DMG & Partners Marco Polo 0.4 0.585 Buy
01/04/11 DMG & Partners Marco Polo 0.435 0.585 Buy
01/10/11 DMG & Partners Marco Polo 0.455 0.605 Buy PEG0.45x

09/24/10 Kim Eng Marco Polo 0.47 0.62 Buy PER9x
09/27/10 Kim Eng Marco Polo 0.47 0.62 Buy PER9x
10/12/10 Kim Eng Marco Polo 0.455 0.55 Buy
11/26/10 Kim Eng Marco Polo 0.4 0.55 Buy PER9x

Monday, February 7, 2011

Baltic Dry Index (BDI) - 1043

Quote:

The index fell just 0.19 per cent, or two points, to 1,043, staying at its lowest since Jan 29, 2009. It tracks the cost of shipping key commodities such as iron ore, cement, grain, coal and fertiliser.

End Quote.

Mapletree Logistics - Mixed calls from analysts.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

08/27/10 CIMB Mapletree Logistics 0.84 1.01 Outperform DDM
09/23/10 CIMB Mapletree Logistics 0.85 0.96 Outperform DDM
10/22/10 CIMB Mapletree Logistics 0.905 1.01 Outperform DDM
11/18/10 CIMB Mapletree Logistics 0.91 1.01 Outperform DDM
01/05/11 CIMB Mapletree Logistics 0.96 1.01 Outperform DDM

01/24/11 Citigroup Mapletree Logistics 0.985 1 hold

07/27/10 DBS Vickers Mapletree Logistics 0.885 0.98 Buy DCF
07/29/10 DBS Vickers Mapletree Logistics 0.885 1 Buy Div Yield 7.35%
08/18/10 DBS Vickers Mapletree Logistics 0.86 1 Buy
08/31/10 DBS Vickers Mapletree Logistics 0.85 1 Buy
10/22/10 DBS Vickers Mapletree Logistics 0.905 1.01 Buy
12/17/10 DBS Vickers Mapletree Logistics 0.93 1.01 Buy
01/24/11 DBS Vickers Mapletree Logistics 0.995 1.07 Buy

07/12/10 OCBC Mapletree Logistics 0.85 0.84 Buy
07/27/10 OCBC Mapletree Logistics 0.885 0.86 Hold
07/29/10 OCBC Mapletree Logistics 0.885 0.89 Hold
09/23/10 OCBC Mapletree Logistics 0.85 0.9 Buy
09/30/10 OCBC Mapletree Logistics 0.865 0.9 Buy
10/22/10 OCBC Mapletree Logistics 0.905 0.97 Buy
11/03/10 OCBC Mapletree Logistics 0.895 0.97 Buy
11/23/10 OCBC Mapletree Logistics 0.89 1 Buy RNAV
12/10/10 OCBC Mapletree Logistics 0.93 1 Buy RNAV
01/21/11 OCBC Mapletree Logistics 0.98 1.03 Buy RNAV

Mapletree Industrial - Mixed calls from analysts.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

01/26/11 Goldman Sachs Mapletree Industrial 1.09 0 Neutral

01/26/11 DBS Vickers Mapletree Industrial 1.09 1.18 Buy

M1 - Mixed calls by analysts.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

04/19/10 AmFraser M1 2.12 2.29 Hold
07/16/10 AmFraser M1 2.18 2.29 Hold

03/05/10 CIMB M1 2.05 2.07 Neutral DCF
04/15/10 CIMB M1 2.1 2.26 Neutral
07/16/10 CIMB M1 2.16 2.2 Outperform DCF
07/26/10 CIMB M1 2.2 2.2 Outperform
07/28/10 CIMB M1 2.23 2.2 Outperform DCF
08/30/10 CIMB M1 2.15 2.6 Outperform
09/13/10 CIMB M1 2.25 2.6 Outperform
10/18/10 CIMB M1 2.24 2.7 Outperform DCF
10/19/10 CIMB M1 2.25 2.65 Outperform DCF
11/12/10 CIMB M1 2.24 2.65 Outperform DCF
01/20/11 CIMB M1 2.5 2.65 Neutral DCF

03/15/10 DBS Vickers M1 2.1 2.15 Buy
04/19/10 DBS Vickers M1 2.14 2.28 Buy PER13x
06/04/10 DBS Vickers M1 2.11 2.28 Buy
07/16/10 DBS Vickers M1 2.16 2.3 Buy DCF
07/30/10 DBS Vickers M1 2.14 2.3 Buy
08/18/10 DBS Vickers M1 2.1 2.3 Buy
09/01/10 DBS Vickers M1 2.17 2.3 Buy
09/07/10 DBS Vickers M1 2.26 2.3 Buy Div Yield 6.5%
09/30/10 DBS Vickers M1 2.21 2.5 Buy
10/19/10 DBS Vickers M1 2.25 2.5 Buy DCF
01/03/11 DBS Vickers M1 2.37 2.6 Buy
01/20/11 DBS Vickers M1 2.5 2.6 Buy

04/01/10 DMG & Partners M1 2.11 2.3 Buy
04/09/10 DMG & Partners M1 2.08 2.55 Buy DCF
04/19/10 DMG & Partners M1 2.14 2.55 Buy DCF
04/28/10 DMG & Partners M1 2.15 2.55 Buy
05/10/10 DMG & Partners M1 2.05 2.55 Buy
06/01/10 DMG & Partners M1 2.07 2.55 Buy
06/16/10 DMG & Partners M1 2.11 2.55 Buy
07/16/10 DMG & Partners M1 2.16 2.55 Buy DCF
07/22/10 DMG & Partners M1 2.18 2.55 Buy
09/01/10 DMG & Partners M1 2.17 2.55 Buy
09/07/10 DMG & Partners M1 2.26 2.55 Buy
10/19/10 DMG & Partners M1 2.25 2.55 Buy DCF
10/20/10 DMG & Partners M1 2.25 2.55 Buy DCF
11/12/10 DMG & Partners M1 2.24 2.55 Buy
11/23/10 DMG & Partners M1 2.26 2.55 Buy
01/05/11 DMG & Partners M1 2.34 2.55 Buy
01/20/11 DMG & Partners M1 2.5 2.85 Buy
01/26/11 DMG & Partners M1 2.45 2.85 Buy

03/18/10 Kim Eng M1 2.14 2.45 Buy
04/19/10 Kim Eng M1 2.14 2.62 Buy PER15x
07/07/10 Kim Eng M1 2.17 2.62 Buy
07/16/10 Kim Eng M1 2.16 2.22 Hold
10/06/10 Kim Eng M1 2.22 2.62 Buy
10/19/10 Kim Eng M1 2.25 2.62 Buy
11/12/10 Kim Eng M1 2.24 2.62 Buy
11/19/10 Kim Eng M1 2.25 2.63 Buy PER15x
01/14/11 Kim Eng M1 2.48 2.88 Buy PER15x & Div Yield 5%
01/28/11 Kim Eng M1 2.41 2.88 Buy

04/12/10 OCBC M1 2.09 2.28 Buy
05/19/10 OCBC M1 2.15 2.4 Buy 6.5% Div Yield
06/16/10 OCBC M1 2.11 2.4 Buy Div Yield 6.6%
07/28/10 OCBC M1 2.23 2.4 Buy Div Yield 6.6%
09/01/10 OCBC M1 2.17 2.4 Buy Div Yield 5.9%
09/02/10 OCBC M1 2.17 2.4 Buy
10/11/10 OCBC M1 2.23 2.4 Buy Div Yield 5.8%
11/29/10 OCBC M1 2.23 2.7 Buy DCF
01/04/11 OCBC M1 2.35 2.7 Buy Div Yield 6%
01/12/11 OCBC M1 2.43 2.7 Buy DCF
01/20/11 OCBC M1 2.5 2.79 Buy DCF

10/19/10 phillip M1 2.25 2.22 Hold
01/20/11 phillip M1 2.5 2.55 Hold

01/24/11 UBS M1 2.46 2.48 Neutral

Sunday, February 6, 2011

Longcheer - Analysts downgraded this stock.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

09/27/10 DBS Vickers Longcheer 0.78 1.11 Buy
10/22/10 DBS Vickers Longcheer 0.79 1.28 Buy
11/01/10 DBS Vickers Longcheer 0.795 1.11 Buy PER10x
01/20/11 DBS Vickers Longcheer 0.635 0.49 Sell PB1.3x
01/28/11 DBS Vickers Longcheer 0.445 0.49 Hold PB1.3x

11/08/10 Lim & Tan Longcheer 0.81 0 Buy
01/10/11 Lim & Tan Longcheer 0.68 0 Take Profit
01/12/11 Lim & Tan Longcheer 0.66 0 Take Profit
01/28/11 Lim & Tan Longcheer 0.445 0 Sell

Lippo-Mapletree Indonesia - Buy calls from DBS Vickers & OCBC.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

11/04/10 DBS Vickers Lippo-Mapletree Indo 0.54 0.6 Buy Sum of parts (20% discount)

02/11/10 OCBC Lippo-Mapletree Indo 0.49 0.59 Buy Sum of parts (20% discount), PB0.71x
03/04/10 OCBC Lippo-Mapletree Indo 0.49 0.59 Buy
03/12/10 OCBC Lippo-Mapletree Indo 0.495 0.59 Buy
04/14/10 OCBC Lippo-Mapletree Indo 0.49 0.59 Buy
05/07/10 OCBC Lippo-Mapletree Indo 0.485 0.55 Buy Sum of parts (20% discount)
05/12/10 OCBC Lippo-Mapletree Indo 0.485 0.55 Buy
06/23/10 OCBC Lippo-Mapletree Indo 0.485 0.55 Buy Sum of parts (20% discount)
07/12/10 OCBC Lippo-Mapletree Indo 0.485 0.55 Buy
07/30/10 OCBC Lippo-Mapletree Indo 0.495 0.52 Buy Sum of parts (20% discount)
09/02/10 OCBC Lippo-Mapletree Indo 0.46 0.52 Buy
09/30/10 OCBC Lippo-Mapletree Indo 0.5 0.52 Buy
11/09/10 OCBC Lippo-Mapletree Indo 0.55 0.6 Buy
12/10/10 OCBC Lippo-Mapletree Indo 0.53 0.59 Buy

Saturday, February 5, 2011

Li Heng - Downgraded by Kim Eng.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

02/26/10 Kim Eng Li Heng 0.275 0.37 Buy PER10x
05/17/10 Kim Eng Li Heng 0.24 0.35 Buy PER10x
07/05/10 Kim Eng Li Heng 0.215 0.35 Buy PER10x
11/10/10 Kim Eng Li Heng 0.225 0.24 Hold PER9x

02/25/10 Lim & Tan Li Heng 0.27 0 Buy
02/26/10 Lim & Tan Li Heng 0.275 0 Buy

02/26/10 OCBC Li Heng 0.275 0.34 Buy DCF
04/15/10 OCBC Li Heng 0.3 0.34 Buy DCF
05/17/10 OCBC Li Heng 0.24 0.34 Buy
06/28/10 OCBC Li Heng 0.225 0.32 Buy DCF
08/16/10 OCBC Li Heng 0.215 0.32 Buy DCF
09/02/10 OCBC Li Heng 0.19 0.32 Buy

Leader Environment - A superb stock!

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

01/04/11 DMG & Partners Leader Environment 0.22 0.53 Buy PER8.7x

KSH - DMG is a strong supporter for this stock.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

08/12/10 DMG & Partners KSH 0.27 0.35 Buy Sum of parts
09/29/10 DMG & Partners KSH 0.26 0.35 Buy
11/10/10 DMG & Partners KSH 0.265 0.33 Buy Sum of parts
11/23/10 DMG & Partners KSH 0.26 0.33 Buy

KS Energy - OCBC is right to dislike this company.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

11/09/10 DnB Nor KS Energy 1.09 1.4 Buy NAV1.38, EV/Ebitda5.7x

02/17/10 OCBC KS Energy 1.26 1.23 Hold Sum of parts
03/05/10 OCBC KS Energy 1.25 1.2 Hold
05/06/10 OCBC KS Energy 1.29 1.23 Hold
05/17/10 OCBC KS Energy 1.24 1.21 Hold
05/20/10 OCBC KS Energy 1.19 1.21 Hold
06/09/10 OCBC KS Energy 1.15 1.23 Hold
06/18/10 OCBC KS Energy 1.17 1.21 Hold
07/08/10 OCBC KS Energy 1.08 1.21 Hold
07/15/10 OCBC KS Energy 1.11 1.21 Hold
08/13/10 OCBC KS Energy 1.02 1.11 Hold
09/13/10 OCBC KS Energy 1 1.23 Hold
09/27/10 OCBC KS Energy 1.07 1.11 Hold
10/04/10 OCBC KS Energy 1.08 1.11 Hold
11/10/10 OCBC KS Energy 1.08 1.11 Hold
12/02/10 OCBC KS Energy 1.02 1.11 Hold

Friday, February 4, 2011

Kreuz - Buy call from DnB Nor.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

11/09/10 DnB Nor Kreuz 0.44 0.5 Buy DCF

K-Reit - CIMB doesn't know how to value this reit.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

07/20/10 CIMB K-Reit 1.21 1.21 Neutral DDM
10/12/10 CIMB K-Reit 1.37 1.26 Underperform DDM
10/19/10 CIMB K-Reit 1.37 1.26 Underperform DDM
11/18/10 CIMB K-Reit 1.38 1.26 Underperform DDM
12/07/10 CIMB K-Reit 1.42 1.43 Neutral DDM
01/05/11 CIMB K-Reit 1.43 1.26 Underperform DDM
01/21/11 CIMB K-Reit 1.44 1.5 Neutral DDM

07/20/10 DBS Vickers K-Reit 1.21 1.2 Hold DCF
10/19/10 DBS Vickers K-Reit 1.37 1.2 Hold DCF
01/21/11 DBS Vickers K-Reit 1.44 1.24 Hold DCF

10/12/10 Lim & Tan K-Reit 1.37 0 Hold
10/19/10 Lim & Tan K-Reit 1.37 0 Buy

Koda - OCBC downgraded the target price from $0.30 to $0.275.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation method

07/28/10 OCBC Koda 0.2 0.275 Buy NTA
09/02/10 OCBC Koda 0.195 0.275 Buy

Thursday, February 3, 2011

Kingsmen Creatives - Downgraded by OCBC.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

08/13/10 DMG & Partners Kingsmen Creatives 0.59 0.77 Buy
08/18/10 DMG & Partners Kingsmen Creatives 0.6 0.77 Buy
08/19/10 DMG & Partners Kingsmen Creatives 0.6 0.82 Buy PER9x

08/13/10 Kim Eng Kingsmen Creatives 0.59 0.85 Buy
11/12/10 Kim Eng Kingsmen Creatives 0.6 0.79 Buy
12/07/10 Kim Eng Kingsmen Creatives 0.565 0.79 Buy

09/02/10 OCBC Kingsmen Creatives 0.595 0.82 Buy
01/28/11 OCBC Kingsmen Creatives 0.575 0.665 Hold PER9x
01/31/11 OCBC Kingsmen Creatives 0.565 0.65 Hold