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Thursday, February 3, 2011

Kian Ann - Only DMG supports this stock.

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

02/18/10 DMG & Partners Kian Ann 0.18 0.17 Neutral DDM
05/19/10 DMG & Partners Kian Ann 0.175 0.22 Buy PER7.1x
05/20/10 DMG & Partners Kian Ann 0.175 0.22 Buy PER7.1x
05/24/10 DMG & Partners Kian Ann 0.175 0.22 Buy PER7.1x
06/17/10 DMG & Partners Kian Ann 0.16 0.22 Buy
07/01/10 DMG & Partners Kian Ann 0.175 0.22 Buy
09/03/10 DMG & Partners Kian Ann 0.195 0.22 Buy PER7.1x
09/29/10 DMG & Partners Kian Ann 0.2 0.22 Buy
11/15/10 DMG & Partners Kian Ann 0.205 0.24 Buy PER7x
11/23/10 DMG & Partners Kian Ann 0.205 0.24 Buy

Wednesday, February 2, 2011

Baltic Dry Index (BDI) - 1107

Quote:

The index fell 30 points, or 2.6 per cent, to 1,107 points, the lowest since Feb 2, 2009, according to data from the Baltic Exchange here. Rates dropped 38 per cent last month, and 17 per cent last week alone.

End Quote.

K-Green Trust - Hold call from DBS Vickers but Buy call from Lim & Tan.

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

06/25/10 DBS Vickers K-Green Trust 1.13 1.2 Hold Div Yield 6.5%

01/19/11 Lim & Tan K-Green Trust 1.1 0 Buy Div Yield 7.7%

Keppel Land - Mixed calls by analysts, not as good as KepCorp.

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

04/21/10 AmFraser Keppel Land 3.66 3.87 Hold RNAV
07/21/10 AmFraser Keppel Land 4.21 3.88 Hold RNAV
08/30/10 AmFraser Keppel Land 3.93 3.88 Hold
10/21/10 AmFraser Keppel Land 4.49 4.28 Hold RNAV

02/02/10 CIMB Keppel Land 3.3 4.37 Outperform
03/09/10 CIMB Keppel Land 3.47 4.53 Outperform RNAV
04/16/10 CIMB Keppel Land 3.83 4.53 Outperform
04/19/10 CIMB Keppel Land 3.77 4.53 Outperform
04/21/10 CIMB Keppel Land 3.66 4.53 Outperform RNAV
05/05/10 CIMB Keppel Land 3.7 4.51 Outperform RNAV
05/10/10 CIMB Keppel Land 3.53 4.51 Outperform
05/18/10 CIMB Keppel Land 3.69 4.51 Outperform
05/18/10 CIMB Keppel Land 3.65 4.51 Outperform
05/20/10 CIMB Keppel Land 3.57 4.71 Outperform RNAV
06/14/10 CIMB Keppel Land 3.8 4.71 Outperform
06/15/10 CIMB Keppel Land 3.84 4.72 Outperform
07/21/10 CIMB Keppel Land 4.21 4.94 Outperform RNAV
10/12/10 CIMB Keppel Land 4.11 5.09 Outperform RNAV (10% discount)
10/21/10 CIMB Keppel Land 4.5 5.13 Outperform RNAV (10% discount)
11/10/10 CIMB Keppel Land 4.92 5.64 Outperform RNAV
01/04/11 CIMB Keppel Land 4.84 5.88 Outperform RNAV
01/25/11 CIMB Keppel Land 4.57 5.91 Outperform RNAV
01/28/11 CIMB Keppel Land 4.64 5.91 Outperform

07/21/10 Credit Suisse Keppel Land 4.21 4.13 Neutral RNAV (16% discount)

03/08/10 DBS Vickers Keppel Land 3.45 3.69 Hold
04/21/10 DBS Vickers Keppel Land 3.66 4.13 Buy RNAV (10% discount)
04/23/10 DBS Vickers Keppel Land 3.72 4.14 Buy RNAV (10% discount)
06/16/10 DBS Vickers Keppel Land 3.83 4.13 Buy
07/16/10 DBS Vickers Keppel Land 4.05 4.14 Buy
07/21/10 DBS Vickers Keppel Land 4.21 4.53 Buy RNAV (10% discount)
08/17/10 DBS Vickers Keppel Land 3.9 4.53 Buy
08/31/10 DBS Vickers Keppel Land 3.85 4.53 Buy
10/18/10 DBS Vickers Keppel Land 4.28 4.75 Buy
10/21/10 DBS Vickers Keppel Land 4.5 4.89 Buy RNAV (10% discount)
10/28/10 DBS Vickers Keppel Land 4.41 4.91 Buy
12/16/10 DBS Vickers Keppel Land 4.7 4.89 Buy
12/20/10 DBS Vickers Keppel Land 4.54 4.96 Buy
01/25/11 DBS Vickers Keppel Land 4.57 5.09 Buy RNAV (10% discount)

03/15/10 DMG & Partners Keppel Land 3.64 3.84 Neutral
04/06/10 DMG & Partners Keppel Land 3.72 3.84 Buy RNAV
04/16/10 DMG & Partners Keppel Land 3.83 3.84 Neutral
04/21/10 DMG & Partners Keppel Land 3.66 3.84 Neutral RNAV
05/05/10 DMG & Partners Keppel Land 3.7 3.86 Neutral RNAV
07/21/10 DMG & Partners Keppel Land 4.21 4.6 Buy RNAV
07/22/10 DMG & Partners Keppel Land 4.21 4.6 Buy
07/29/10 DMG & Partners Keppel Land 4.07 4.6 Buy
08/12/10 DMG & Partners Keppel Land 3.88 4.6 Buy
09/24/10 DMG & Partners Keppel Land 3.98 4.6 Buy
10/12/10 DMG & Partners Keppel Land 4.11 4.8 Buy RNAV
10/20/10 DMG & Partners Keppel Land 4.5 5 Buy RNAV
10/22/10 DMG & Partners Keppel Land 4.59 5 Buy RNAV
01/25/11 DMG & Partners Keppel Land 4.57 5 Neutral

03/24/10 Kim Eng Keppel Land 3.6 4.68 Buy RNAV (10% premium)
04/21/10 Kim Eng Keppel Land 3.66 4.68 Buy
05/27/10 Kim Eng Keppel Land 3.48 4.71 Buy RNAV (10% premium)
07/12/10 Kim Eng Keppel Land 4 4.71 Buy RNAV (10% premium)
07/21/10 Kim Eng Keppel Land 4.21 4.85 Buy RNAV (10% premium)
09/01/10 Kim Eng Keppel Land 3.88 4.82 Buy PB1.1x
10/21/10 Kim Eng Keppel Land 4.5 5.6 Buy RNAV (10% premium)
12/02/10 Kim Eng Keppel Land 4.84 5.6 Buy RNAV (10% premium)
01/25/11 Kim Eng Keppel Land 4.57 5.82 Buy RNAV (10% premium)

10/12/10 Lim & Tan Keppel Land 4.11 0 Buy
11/09/10 Lim & Tan Keppel Land 5.05 0 Buy

11/24/10 Nomura Keppel Land 4.57 5.5 Buy PB2x

03/03/10 OCBC Keppel Land 3.41 3.82 Hold
03/12/10 OCBC Keppel Land 3.61 3.82 Buy
03/26/10 OCBC Keppel Land 3.67 4.16 Buy RNAV
04/05/10 OCBC Keppel Land 3.71 4.16 Buy
04/21/10 OCBC Keppel Land 3.66 4.18 Buy RNAV
06/03/10 OCBC Keppel Land 3.46 4.18 Buy RNAV
06/07/10 OCBC Keppel Land 3.71 4.18 Buy RNAV
06/16/10 OCBC Keppel Land 3.83 4.18 Buy
07/05/10 OCBC Keppel Land 3.95 4.18 Buy
07/12/10 OCBC Keppel Land 4 4.5 Buy RNAV
07/16/10 OCBC Keppel Land 4.05 4.5 Buy
11/02/10 OCBC Keppel Land 4.61 4.5 Buy Under Review
11/16/10 OCBC Keppel Land 4.94 4.96 Buy
11/25/10 OCBC Keppel Land 4.57 4.5 Under Review RNAV
12/08/10 OCBC Keppel Land 4.84 4.5 Buy Under Review

11/19/10 phillip Keppel Land 4.76 5.04 Hold RNAV
12/16/10 phillip Keppel Land 4.62 5.04 Hold
01/26/11 phillip Keppel Land 4.61 4.99 Hold RNAV

10/18/10 UBS Keppel Land 4.33 5.08 Buy

07/21/10 UOB Kay Hian Keppel Land 4.21 4.9 Buy

Keppel Corporation - Buy calls from all analysts.

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

04/15/10 AmFraser Keppel Corp 9.45 10.65 Buy Sum of parts

02/02/10 CIMB Keppel Corp 8.54 10.9 Outperform Sum of parts
03/19/10 CIMB Keppel Corp 9.16 11.4 Outperform RNAV
03/22/10 CIMB Keppel Corp 9.02 11.4 Outperform Sum of parts
04/23/10 CIMB Keppel Corp 9.97 11.4 Outperform Sum of parts
05/18/10 CIMB Keppel Corp 9.15 12 Outperform
05/31/10 CIMB Keppel Corp 8.72 12 Outperform Sum of parts
06/03/10 CIMB Keppel Corp 8.52 12 Outperform
07/23/10 CIMB Keppel Corp 8.85 10.7 Outperform Sum of parts
09/20/10 CIMB Keppel Corp 9.1 10.7 Outperform Sum of parts
10/22/10 CIMB Keppel Corp 9.71 11.3 Outperform Sum of parts
11/26/10 CIMB Keppel Corp 10.78 13 Outperform Sum of parts
01/04/11 CIMB Keppel Corp 11.5 13 Outperform
01/26/11 CIMB Keppel Corp 11.34 13.9 Outperform Sum of parts
01/28/11 CIMB Keppel Corp 12.12 14.1 Outperform Sum of parts

11/19/10 Citigroup Keppel Corp 10.88 12.8 Buy

07/22/10 Credit Suisse Keppel Corp 8.75 10.4 Overweight
01/17/11 Credit Suisse Keppel Corp 11.58 13.5 Overweight

02/02/10 DBS Vickers Keppel Corp 8.54 8.43 Hold RNAV (10% discount), PER13.4x
04/23/10 DBS Vickers Keppel Corp 9.97 11.5 Buy Sum of parts
06/28/10 DBS Vickers Keppel Corp 8.76 11.5 Buy
07/23/10 DBS Vickers Keppel Corp 8.85 11.05 Buy Sum of parts
10/22/10 DBS Vickers Keppel Corp 9.71 11.3 Buy
11/22/10 DBS Vickers Keppel Corp 10.88 11.3 Buy
11/26/10 DBS Vickers Keppel Corp 10.78 11.3 Buy
11/29/10 DBS Vickers Keppel Corp 10.8 12.2 Buy Sum of parts (10% discount)
12/03/10 DBS Vickers Keppel Corp 10.82 12.2 Buy
12/13/10 DBS Vickers Keppel Corp 3.67 4.95 Buy
01/03/11 DBS Vickers Keppel Corp 10.8 12.5 Buy Sum of parts (10% discount)
01/04/11 DBS Vickers Keppel Corp 11.5 12.5 Buy
01/24/11 DBS Vickers Keppel Corp 11.36 12.5 Under Review
01/26/11 DBS Vickers Keppel Corp 11.34 13.55 Buy Sum of parts
01/27/11 DBS Vickers Keppel Corp 11.92 13.55 Buy

11/22/10 Deutsche Keppel Corp 11.04 12.5 Buy

03/02/10 DMG & Partners Keppel Corp 8.44 9.9 Buy Sum of parts, PER14.6x
03/22/10 DMG & Partners Keppel Corp 9.02 9.9 Buy Sum of parts
04/01/10 DMG & Partners Keppel Corp 9.02 9.9 Buy
04/23/10 DMG & Partners Keppel Corp 9.97 9.9 Neutral Sum of parts, PER16.2x, PB2.7x
05/06/10 DMG & Partners Keppel Corp 9.19 9.9 Buy
06/17/10 DMG & Partners Keppel Corp 8.7 9.9 Neutral
06/30/10 DMG & Partners Keppel Corp 8.6 9.9 Buy Sum of parts
07/23/10 DMG & Partners Keppel Corp 8.85 10.22 Buy
07/30/10 DMG & Partners Keppel Corp 9.26 10.22 Buy Sum of parts
08/10/10 DMG & Partners Keppel Corp 9.08 10.22 Buy Sum of parts
09/13/10 DMG & Partners Keppel Corp 8.99 10.22 Buy Sum of parts
09/30/10 DMG & Partners Keppel Corp 8.98 10.22 Buy PER14x
10/13/10 DMG & Partners Keppel Corp 9.63 10.32 Buy Sum of parts
11/26/10 DMG & Partners Keppel Corp 10.8 11 Buy
12/03/10 DMG & Partners Keppel Corp 10.82 12 Buy PER17.3x
12/15/10 DMG & Partners Keppel Corp 10.88 12 Buy
01/03/11 DMG & Partners Keppel Corp 11.32 12 Buy
01/24/11 DMG & Partners Keppel Corp 11.36 12 Buy
01/25/11 DMG & Partners Keppel Corp 11.36 12 Buy
01/26/11 DMG & Partners Keppel Corp 11.34 13 Buy Sum of parts
01/28/11 DMG & Partners Keppel Corp 11.92 13 Buy Sum of parts

01/06/11 Goldman Sachs Keppel Corp 11.5 13 Buy

04/01/10 Kim Eng Keppel Corp 9.02 11.07 Buy Sum of parts
04/06/10 Kim Eng Keppel Corp 9.56 11.07 Buy Sum of parts
04/15/10 Kim Eng Keppel Corp 9.45 11.7 Buy Sum of parts
04/23/10 Kim Eng Keppel Corp 9.97 11.07 Buy RNAV (10% discount)
06/03/10 Kim Eng Keppel Corp 8.52 11.07 Buy Sum of parts
07/22/10 Kim Eng Keppel Corp 8.75 11.07 Buy
07/23/10 Kim Eng Keppel Corp 8.85 11.07 Buy Sum of parts
09/23/10 Kim Eng Keppel Corp 9 11.07 Buy Sum of parts
10/22/10 Kim Eng Keppel Corp 9.71 11.7 Buy sum of parts
11/26/10 Kim Eng Keppel Corp 10.78 11.7 Buy
12/02/10 Kim Eng Keppel Corp 10.96 12.3 Buy Sum of parts (5% discount)
12/03/10 Kim Eng Keppel Corp 10.82 12.3 Buy Sum of parts (5% discount)
12/09/10 Kim Eng Keppel Corp 10.92 12.3 Buy
01/24/11 Kim Eng Keppel Corp 11.36 12.3 Buy
01/26/11 Kim Eng Keppel Corp 11.36 13.05 Buy Sum of parts

02/02/10 Lim & Tan Keppel Corp 8.54 0 Buy
04/15/10 Lim & Tan Keppel Corp 9.45 0 Buy
04/23/10 Lim & Tan Keppel Corp 9.97 0 Buy
05/31/10 Lim & Tan Keppel Corp 8.72 0 Buy
11/26/10 Lim & Tan Keppel Corp 10.78 0 Buy
12/13/10 Lim & Tan Keppel Corp 10.86 0 Buy
01/26/11 Lim & Tan Keppel Corp 11.34 0 Buy

10/19/10 Nomura Keppel Corp 9.59 11 Buy
12/03/10 Nomura Keppel Corp 10.82 13.1 Buy
01/04/11 Nomura Keppel Corp 11.5 13.1 Buy
01/31/11 Nomura Keppel Corp 12.02 15 Buy

03/05/10 OCBC Keppel Corp 8.47 9.93 Buy
03/11/10 OCBC Keppel Corp 8.59 9.93 Buy
03/29/10 OCBC Keppel Corp 9.15 10.2 Buy Sum of parts
04/05/10 OCBC Keppel Corp 9.44 10.2 Buy
04/23/10 OCBC Keppel Corp 9.97 11.22 Buy
05/06/10 OCBC Keppel Corp 9.19 11.22 Buy
05/20/10 OCBC Keppel Corp 8.9 11.22 Buy
06/02/10 OCBC Keppel Corp 8.56 11.22 Buy
06/09/10 OCBC Keppel Corp 8.5 11.22 Buy
07/08/10 OCBC Keppel Corp 8.45 11.22 Buy
07/15/10 OCBC Keppel Corp 8.9 11.22 Buy
09/02/10 OCBC Keppel Corp 8.95 11.22 Buy
09/08/10 OCBC Keppel Corp 9.15 11.22 Buy
09/13/10 OCBC Keppel Corp 8.99 11.22 Buy
09/27/10 OCBC Keppel Corp 9.04 11.22 Buy
10/04/10 OCBC Keppel Corp 9.11 11.22 Buy
10/25/10 OCBC Keppel Corp 9.89 11.22 Buy
11/26/10 OCBC Keppel Corp 10.78 12.5 Buy Sum of parts
12/02/10 OCBC Keppel Corp 10.96 12.5 Buy
12/03/10 OCBC Keppel Corp 10.82 12.5 Buy
12/06/10 OCBC Keppel Corp 10.82 12.2 Buy
01/24/11 OCBC Keppel Corp 11.36 12.5 Buy
01/26/11 OCBC Keppel Corp 11.34 13.24 Buy Sum of parts

12/06/10 phillip Keppel Corp 10.82 12.52 Buy
12/15/10 phillip Keppel Corp 10.88 12.52 Buy
01/17/11 phillip Keppel Corp 11.58 13.5 Outperform Sum of parts
01/26/11 phillip Keppel Corp 11.34 13.4 Buy

12/22/10 RBS Keppel Corp 10.72 13 Buy

Tuesday, February 1, 2011

Karin - Buy call from OCBC.

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

08/26/10 OCBC Karin 0.215 0.28 Buy PER8x
09/02/10 OCBC Karin 0.22 0.28 Buy
11/24/10 OCBC Karin 0.215 0.28 Buy PER8x
12/07/10 OCBC Karin 0.21 0.28 Buy PER8x

JES - DBS Vickers likes ships builder.

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

11/09/10 DBS Vickers JES 0.36 0.46 Buy PB1.5x
12/16/10 DBS Vickers JES 0.35 0.5 Buy PB1.5x
01/04/11 DBS Vickers JES 0.38 0.5 Buy
01/31/11 DBS Vickers JES 0.34 0.5 Buy PB1.5x

Monday, January 31, 2011

Jaya - Buy calls from analysts.

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

10/14/10 DBS Vickers Jaya 0.68 1.15 Buy RNAV
11/09/10 DBS Vickers Jaya 0.73 1.15 Buy RNAV
01/03/11 DBS Vickers Jaya 0.72 1.15 Buy

11/09/10 DnB Nor Jaya 0.73 1 Buy NAV 1.09

Innotek - Lim & Tan withdrew buy call for this stock.

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

11/30/10 Lim & Tan Innotek 0.545 0 Withdraw Buy call

Indofood Agri - Mixed calls by analysts.

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

05/03/10 AmFraser Indofood Agri 2.42 2.3 Hold

04/30/10 CIMB Indofood Agri 2.42 2.86 Trading Buy PER18x
08/12/10 CIMB Indofood Agri 2.45 2.25 Underperform PER15x
08/12/10 CIMB Indofood Agri 2.45 2.25 Underperform PER15x
09/13/10 CIMB Indofood Agri 2.35 2.25 Underperform
12/09/10 CIMB Indofood Agri 2.89 3.24 Neutral PER18x

02/26/10 DBS Vickers Indofood Agri 2.15 2.3 Hold
05/03/10 DBS Vickers Indofood Agri 2.4 2.75 Buy
05/17/10 DBS Vickers Indofood Agri 2.22 2.75 Buy
08/13/10 DBS Vickers Indofood Agri 2.34 2.4 Hold DCF
11/01/10 DBS Vickers Indofood Agri 2.6 3.05 Buy
11/22/10 DBS Vickers Indofood Agri 2.66 3.05 Buy
12/13/10 DBS Vickers Indofood Agri 2.84 3.05 Buy

03/03/10 DMG & Partners Indofood Agri 2.09 2.02 Neutral PER15x
05/03/10 DMG & Partners Indofood Agri 2.39 2.19 Neutral PER15x
08/16/10 DMG & Partners Indofood Agri 2.34 2.33 Neutral PER15x
12/09/10 DMG & Partners Indofood Agri 2.89 2.92 Buy Under Review

02/26/10 Kim Eng Indofood Agri 2.11 2.61 Buy PER18x
05/03/10 Kim Eng Indofood Agri 2.4 2.79 Buy PER17x
08/13/10 Kim Eng Indofood Agri 2.34 2.34 Hold PER17x
11/01/10 Kim Eng Indofood Agri 2.6 2.34 Hold

01/04/11 Nomura Indofood Agri 2.89 3.2 Buy

12/06/10 OCBC Indofood Agri 2.84 3.05 Buy

03/25/10 phillip Indofood Agri 2.15 2.51 Buy DCF
05/03/10 phillip Indofood Agri 2.4 2.83 Buy DCF
08/13/10 phillip Indofood Agri 2.34 2.67 Hold DCF
10/18/10 phillip Indofood Agri 2.65 2.78 Hold RNAV
11/01/10 phillip Indofood Agri 2.6 2.78 Hold DCF
01/20/11 phillip Indofood Agri 2.81 2.91 Hold DCF

Sunday, January 30, 2011

Hyflux Water Trust - Just accept the offer and move on.

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

08/03/10 DBS Vickers Hyflux Water Trust 0.685 0.78 Accept Offer

Hyflux - Downgraded by analysts.

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

10/08/10 CIMB Hyflux 3.17 4.52 Outperform Sum of parts (5% discount)
11/08/10 CIMB Hyflux 3.18 4.06 Outperform Sum of parts

11/08/10 DBS Vickers Hyflux 3.18 3.2 Hold Sum of parts

11/08/10 Kim Eng Hyflux 3.18 2.81 Hold Sum of parts

09/07/10 OCBC Hyflux 3.03 3.89 Buy
11/08/10 OCBC Hyflux 3.18 3.66 Buy PER25x
11/23/10 OCBC Hyflux 3.28 3.66 Buy PER25x
01/13/11 OCBC Hyflux 2.38 2.7 Buy PER25x

Saturday, January 29, 2011

Huan Hsin - Buy call from CIMB.

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

02/24/10 CIMB Huan Hsin 0.26 0.37 Outperform PB0.5x
03/11/10 CIMB Huan Hsin 0.23 0.37 Outperform
04/26/10 CIMB Huan Hsin 0.38 0.53 Outperform PB0.7x

Baltic Dry Index (BDI) - 1137

Quote:

The index, which gauges the cost of shipping commodities including iron ore, cement, grain, coal and fertiliser, fell 4.13 per cent, or 49 points, to 1,137 points and was at its lowest since Feb 2, 2009.

End Quote.

Hu An Cable - Buy calls from analysts.

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

01/11/11 CIMB Hu An Cable 0.4 0.64 Outperform

10/08/10 phillip Hu An Cable 0.415 0.53 Buy
11/10/10 phillip Hu An Cable 0.365 0.53 Buy PER5.5x

Friday, January 28, 2011

HTL - Furniture making is no longer a good business.

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

05/05/10 CIMB HTL 0.79 1.1 Outperform PER8x
05/12/10 CIMB HTL 0.72 1.1 Outperform PER8x
05/18/10 CIMB HTL 0.66 1.1 Outperform
07/08/10 CIMB HTL 0.6 0.73 Outperform PER6x
08/12/10 CIMB HTL 0.73 0.85 Outperform PER7x

03/22/10 DBS Vickers HTL 0.68 1.09 Buy PER7x
03/26/10 DBS Vickers HTL 0.79 1.09 Buy PER7x
05/10/10 DBS Vickers HTL 0.76 0.8 Hold PER7x
05/13/10 DBS Vickers HTL 0.72 0.8 Hold PER7x
08/13/10 DBS Vickers HTL 0.725 0.8 Hold PER7x

04/08/10 DMG & Partners HTL 0.84 1.1 Buy PER8x
04/12/10 DMG & Partners HTL 0.89 1.1 Buy PER8x
05/13/10 DMG & Partners HTL 0.72 1.1 Buy
05/14/10 DMG & Partners HTL 0.675 0.99 Buy PER8x
05/17/10 DMG & Partners HTL 0.675 0.99 Buy PER8x
07/12/10 DMG & Partners HTL 0.615 0.7 Buy PER8x
08/16/10 DMG & Partners HTL 0.75 0.73 Neutral PER8x
11/11/10 DMG & Partners HTL 0.67 0.65 Neutral PER8x

Hour Glass - Do you like watches?

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

02/11/10 Kim Eng Hour Glass 0.71 0.87 Buy BV
05/26/10 Kim Eng Hour Glass 0.8 0.92 Hold DCF
08/06/10 Kim Eng Hour Glass 0.84 0.92 Hold

Thursday, January 27, 2011

Hotel Properties - Buy call from Kim Eng.

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

02/23/10 DBS Vickers Hotel Properties 2.03 2.17 Hold RNAV (20% discount)
05/14/10 DBS Vickers Hotel Properties 2.22 2.3 Hold RNAV (20% discount)

02/23/10 Kim Eng Hotel Properties 2.03 2.4 Buy RNAV (20% discount)
06/02/10 Kim Eng Hotel Properties 2.05 3.33 Buy RNAV (20% discount)
01/05/11 Kim Eng Hotel Properties 2.83 3.38 Buy RNAV (20% discount)

Hong Leong Finance - Mixed calls by analysts.

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

04/26/10 DMG & Partners Hong Leong Finance 3.16 3.5 Buy NTA
11/11/10 DMG & Partners Hong Leong Finance 3.09 3.61 Buy PB1x

11/11/10 Lim & Tan Hong Leong Finance 3.09 0 Hold Buy @ $2.70-2.80
01/25/11 Lim & Tan Hong Leong Finance 3.04 0 Hold

Wednesday, January 26, 2011

Baltic Dry Index (BDI) - 1292.

Quote:

The Baltic Exchange's main sea freight index , which tracks rates to ship dry commodities, slid to a near two-year low of 1,292 points on Tuesday, as a glut of ships and slow business took their toll.

End Quote.