Date | Analyst | Company | Last | Target | Call | Valuation |
01/07/19 | DMG & Partners | Moya Asia | 0.06 | 0.11 | Buy | |
02/13/19 | DMG & Partners | Moya Asia | 0.082 | 0.11 | Buy | DCF |
03/05/19 | DMG & Partners | Moya Asia | 0.077 | 0.11 | Buy | DCF |
05/02/19 | DMG & Partners | Moya Asia | 0.081 | 0.095 | Buy | |
06/06/19 | DMG & Partners | Moya Asia | 0.076 | 0.1 | Buy |
Friday, June 7, 2019
Moya Asia - Stock calls
MM2 Asia - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/14/19 | DBS Vickers | MM2 Asia | 0.3 | 0.33 | Hold | Sum of parts |
02/21/19 | CIMB | MM2 Asia | 0.3 | 0.37 | Add | Sum of parts |
02/21/19 | Kim Eng | MM2 Asia | 0.3 | 0.34 | Buy | PEG0.93x |
03/26/19 | Kim Eng | MM2 Asia | 0.315 | 0.34 | Buy | PEG0.93x |
05/31/19 | DBS Vickers | MM2 Asia | 0.24 | 0.34 | Buy | Sum of parts, PER16x FY20 |
06/04/19 | Kim Eng | MM2 Asia | 0.245 | 0.26 | Hold |
MIT - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/27/19 | Lim & Tan | MIT | 0.36 | 0.405 | Buy | Mid-point of $0.4-0.41 |
Stock calls for 7 June 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
06/07/19 | CIMB | APAC Realty | 0.51 | 0.67 | Add | |
06/07/19 | CIMB | Propnex | 0.49 | 0.64 | Add | |
06/07/19 | DMG & Partners | Singapore Medical | 0.38 | 0.48 | Buy | DCF |
06/07/19 | CIMB | UOL | 6.8 | 8.45 | Add |
Google has just realized its future is in danger.
https://sg.finance.yahoo.com/news/google-flags-u-national-security-044420067.html
It has just dawned on google now that it made a mistake on Huawei ban.
Hahaha! We had already stated this in our previous post.
http://sg-stock.blogspot.com/2019/05/google-has-just-killed-its-own-future.html
It has just dawned on google now that it made a mistake on Huawei ban.
Hahaha! We had already stated this in our previous post.
http://sg-stock.blogspot.com/2019/05/google-has-just-killed-its-own-future.html
Thursday, June 6, 2019
Mindchamps - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
04/05/19 | DMG & Partners | Mindchamps | 0.655 | 0.87 | Buy | |
05/17/19 | DMG & Partners | Mindchamps | 0.66 | 0.83 | Buy | DCF |
Micro-Mechanics - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/30/19 | Phillip | Micro-Mechanics | 1.67 | 1.7 | Accumulate | PER15x FY19 |
05/02/19 | Phillip | Micro-Mechanics | 1.63 | 1.63 | Neutral | PER15x FY20 |
Mermaid Maritime - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/19/19 | DBS Vickers | Mermaid Maritime | 0.084 | 0.06 | Sell | Sum of parts |
03/19/19 | CIMB | Mermaid Maritime | 0.084 | 0.158 | Hold | PB0.48x CY18 |
Stock calls for 6 June 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
06/06/19 | DMG & Partners | APAC Realty | 0.5 | 0.67 | Buy | |
06/06/19 | DMG & Partners | Bumitama | 0.665 | 0.62 | Neutral | |
06/06/19 | OCBC | Capitamall Trust | 2.46 | 2.33 | Hold | |
06/06/19 | DMG & Partners | CDL Hospitality | 1.61 | 1.77 | Buy | |
06/06/19 | DMG & Partners | CSE Global | 0.48 | 0.61 | Buy | |
06/06/19 | phillip | DBS | 24.27 | 29 | Accumulate | |
06/06/19 | DMG & Partners | First Resources | 1.56 | 1.53 | Neutral | |
06/06/19 | DMG & Partners | Frasers Centrepoint Trust | 2.52 | 2.25 | Neutral | |
06/06/19 | DBS Vickers | Frasers Commercial Trust | 1.51 | 1.7 | Buy | |
06/06/19 | DMG & Partners | Fu Yu | 0.19 | 0.24 | Buy | |
06/06/19 | DMG & Partners | Genting | 0.86 | 1.02 | Neutral | |
06/06/19 | DMG & Partners | GSS Energy | 0.069 | 0.08 | Neutral | |
06/06/19 | DMG & Partners | HRnetGroup | 0.71 | 0.94 | Buy | |
06/06/19 | DMG & Partners | ISOTeam | 0.23 | 0.29 | Buy | |
06/06/19 | DMG & Partners | Japan Foods | 0.43 | 0.4 | Neutral | |
06/06/19 | DBS Vickers | Keppel KBS | 0.74 | 0.8 | Buy | |
06/06/19 | DMG & Partners | Kimly | 0.23 | 0.23 | Neutral | |
06/06/19 | DMG & Partners | Manulife US Reit | 0.845 | 0.96 | Buy | |
06/06/19 | DBS Vickers | Mapletree Logistics | 1.5 | 1.6 | Buy | |
06/06/19 | DMG & Partners | Moya Asia | 0.076 | 0.1 | Buy | |
06/06/19 | DBS Vickers | Netlink | 0.825 | 0.9 | Buy | |
06/06/19 | phillip | OCBC | 10.63 | 12.7 | Accumulate | |
06/06/19 | DMG & Partners | OUE Hospitality | 0.68 | 0.76 | Take Profit | |
06/06/19 | DBS Vickers | SATS | 5.04 | 5.44 | Buy | |
06/06/19 | DMG & Partners | Sheng Siong | 1.1 | 1.23 | Buy | |
06/06/19 | DBS Vickers | Sheng Siong | 1.1 | 1.25 | Buy | |
06/06/19 | DMG & Partners | Silverlake | 0.53 | 0.65 | Buy | |
06/06/19 | DMG & Partners | Singapore Medical | 0.385 | 0.48 | Neutral | |
06/06/19 | DMG & Partners | Singtel | 3.21 | 3.35 | Neutral | |
06/06/19 | DBS Vickers | Singtel | 3.21 | 3.55 | Buy | |
06/06/19 | UOB Kay Hian | SPH | 2.31 | 2.86 | Buy | Sum of parts |
06/06/19 | DMG & Partners | ST Engineering | 4 | 4.45 | Buy | |
06/06/19 | DBS Vickers | ST Engineering | 4 | 4.5 | Buy | |
06/06/19 | DMG & Partners | Starhill | 0.735 | 0.78 | Buy | |
06/06/19 | DMG & Partners | Starhub | 1.49 | 1.72 | Neutral | |
06/06/19 | DMG & Partners | Thai Beverage | 0.84 | 0.92 | Buy | |
06/06/19 | DBS Vickers | Thai Beverage | 0.84 | 0.91 | Buy | |
06/06/19 | phillip | UOB | 24 | 30.9 | Accumulate | |
06/06/19 | DMG & Partners | UOB | 24 | 30.8 | Buy | |
06/06/19 | DMG & Partners | Wilmar | 3.3 | 3.94 | Buy |
Trump is threatening China again with more tariffs.
https://www.cnbc.com/2019/06/06/trump-says-tariffs-on-china-could-be-raised-by-another-300-billion.html
China is prepared for a full-scale trade war with the US now. The state media is using the term "trade war" now instead of "trade conflict" in China.
Do not pin any hope that the US and China can reach a trade deal in the G20 summit in June 2019.
China is prepared for a full-scale trade war with the US now. The state media is using the term "trade war" now instead of "trade conflict" in China.
Do not pin any hope that the US and China can reach a trade deal in the G20 summit in June 2019.
Wednesday, June 5, 2019
Is G20 still relevant today?
https://sg.finance.yahoo.com/news/trade-war-weak-growth-test-063632729.html
The cold hard fact is G20 is no longer relevant today. Why? This is because it is G2 that decides the world economic growth and not G20. The G18 never tries to stop the G2 trade war but joins in the trade war by fighting against the G2.
The cold hard fact is G20 is no longer relevant today. Why? This is because it is G2 that decides the world economic growth and not G20. The G18 never tries to stop the G2 trade war but joins in the trade war by fighting against the G2.
Cambodia and Vietnam condemn PM Lee's remarks.
https://www.theonlinecitizen.com/2019/06/05/diplomatic-rift-mounting-between-cambodia-and-sg-over-pm-lees-remark-on-fb/
https://www.theonlinecitizen.com/2019/06/05/vietnam-joins-in-to-condemn-pm-lees-online-remark/
It is a fact that our PM Lee doesn't understand history as well as his father. His ignorance caused Cambodia and Vietnam to condemn SG and make SG lose face. Sigh!
Just look at PM Lee's stance on Japan's heinous war crimes.
https://sg-stock.blogspot.com/2018/01/whats-wrong-with-singapores-mindset.html
Even our PAP MP doesn't understand ASEAN history well.
http://sg-stock.blogspot.com/2018/01/singapore-has-no-future-when-weve.html
https://www.theonlinecitizen.com/2019/06/05/vietnam-joins-in-to-condemn-pm-lees-online-remark/
It is a fact that our PM Lee doesn't understand history as well as his father. His ignorance caused Cambodia and Vietnam to condemn SG and make SG lose face. Sigh!
Just look at PM Lee's stance on Japan's heinous war crimes.
https://sg-stock.blogspot.com/2018/01/whats-wrong-with-singapores-mindset.html
Even our PAP MP doesn't understand ASEAN history well.
http://sg-stock.blogspot.com/2018/01/singapore-has-no-future-when-weve.html
How does a Cambridge professor view China?
China is right to support Venezuela.
https://sg.finance.yahoo.com/news/xi-says-china-play-constructive-015417369.html
The UN only recognizes the elected President of Venezuela and not any self-proclaimed President which is endorsed by the western countries.
Maduro is the legitimate and the only elected President and China is right to support him.
With China and Russia's support, the US will have limited influences in Venezuela and Venezuela will be more stable without the US intervention.
The UN only recognizes the elected President of Venezuela and not any self-proclaimed President which is endorsed by the western countries.
Maduro is the legitimate and the only elected President and China is right to support him.
With China and Russia's support, the US will have limited influences in Venezuela and Venezuela will be more stable without the US intervention.
Will the US Fed reduce its interest rates because of the trade war? - Part 2
https://finance.yahoo.com/news/stock-wall-street-surges-powells-161900316.html
The US stock market's surge last night was caused by Fed Powell speech which hinted that he would cut interest rates. However, the US stock market is just having some dead cat bounce and the US economy is still deteriorating. At the end of the day, the US stock market still must reflect the true economic condition.
http://sg-stock.blogspot.com/2019/06/ism-pmi-analysis-for-us-economy.html
This interest rate reduction had been predicted by us in our previous post below.
http://sg-stock.blogspot.com/2019/05/will-us-fed-reduce-its-interest-rates.html
We indicated that the US Fed would be willing to cut interest rates by analyzing the 4 US Fed interest rates.
The US stock market's surge last night was caused by Fed Powell speech which hinted that he would cut interest rates. However, the US stock market is just having some dead cat bounce and the US economy is still deteriorating. At the end of the day, the US stock market still must reflect the true economic condition.
http://sg-stock.blogspot.com/2019/06/ism-pmi-analysis-for-us-economy.html
This interest rate reduction had been predicted by us in our previous post below.
http://sg-stock.blogspot.com/2019/05/will-us-fed-reduce-its-interest-rates.html
We indicated that the US Fed would be willing to cut interest rates by analyzing the 4 US Fed interest rates.
Tuesday, June 4, 2019
China has issued a travel alert to USA.
https://sg.finance.yahoo.com/news/china-warns-companies-u-travel-091736491.html
China is trying to reduce its services trade deficit with the US by discouraging China tourism in the US.
This US-China trade war will escalate further and may balkanize the world into 2 (US vs China). We'll have to choose to adopt US technology or China technology in the future.
China is trying to reduce its services trade deficit with the US by discouraging China tourism in the US.
This US-China trade war will escalate further and may balkanize the world into 2 (US vs China). We'll have to choose to adopt US technology or China technology in the future.
Memtech - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/28/19 | Lim & Tan | Memtech | 1.03 | 0 | Buy on weakness | |
02/28/19 | CIMB | Memtech | 1.03 | 1.08 | Hold | PER8.5x FY20 |
03/01/19 | UOB Kay Hian | Memtech | 0.985 | 1.33 | Buy | PER11x FY19 |
04/26/19 | UOB Kay Hian | Memtech | 0.96 | 1.33 | Buy | |
05/15/19 | CIMB | Memtech | 1.09 | 1.35 | Accept offer | offer $1.35 |
05/15/19 | Lim & Tan | Memtech | 1.09 | 1.35 | Accept offer | offer $1.35 |
Mapletree North Asia - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/29/19 | OCBC | Mapletree North Asia | 1.25 | 1.35 | Buy | |
01/29/19 | DBS Vickers | Mapletree North Asia | 1.25 | 1.45 | Buy | |
02/09/19 | DBS Vickers | Mapletree North Asia | 1.25 | 1.45 | Buy | |
04/03/19 | DBS Vickers | Mapletree North Asia | 1.31 | 1.45 | Buy | |
05/02/19 | OCBC | Mapletree North Asia | 1.36 | 1.4 | Hold | |
05/02/19 | DBS Vickers | Mapletree North Asia | 1.36 | 1.6 | Buy | DCF |
Mapletree Logistics - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/02/19 | CIMB | Mapletree Logistics | 1.26 | 1.42 | Add | DDM |
01/11/19 | UOB Kay Hian | Mapletree Logistics | 1.33 | 1.39 | Hold | DDM, Buy @ $1.26 |
01/22/19 | OCBC | Mapletree Logistics | 1.34 | 1.4 | Buy | |
01/23/19 | DBS Vickers | Mapletree Logistics | 1.34 | 1.5 | Buy | |
01/23/19 | Kim Eng | Mapletree Logistics | 1.34 | 1.3 | Hold | DDM |
02/08/19 | DBS Vickers | Mapletree Logistics | 1.39 | 1.5 | Buy | |
01/23/19 | CIMB | Mapletree Logistics | 1.34 | 1.44 | Add | DDM |
02/28/19 | Kim Eng | Mapletree Logistics | 1.39 | 1.3 | Hold | |
03/07/19 | OCBC | Mapletree Logistics | 1.42 | 1.5 | Buy | |
04/18/19 | OCBC | Mapletree Logistics | 1.44 | 1.45 | Hold | |
04/29/19 | Kim Eng | Mapletree Logistics | 1.48 | 1.4 | Hold | |
04/29/19 | DBS Vickers | Mapletree Logistics | 1.48 | 1.6 | Buy | |
04/29/19 | CIMB | Mapletree Logistics | 1.48 | 1.48 | Hold | |
04/30/19 | OCBC | Mapletree Logistics | 1.47 | 1.38 | Hold | |
05/02/19 | UOB Kay Hian | Mapletree Logistics | 1.48 | 1.39 | Hold | Buy @ $1.26 |
Stock calls for 4 June 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
06/04/19 | Kim Eng | MM2 Asia | 0.245 | 0.26 | Hold | |
06/04/19 | OCBC | Sembcorp Industries | 2.38 | 3.03 | Buy | Sum of parts |
06/04/19 | DMG & Partners | Sembcorp Marine | 1.39 | 1.99 | Buy | PB1.8x FY20 |
Subscribe to:
Posts (Atom)