Date | Analyst | Company | Last | Target | Call | Valuation |
06/22/16 | Deutsche | Manulife US Reit | 0.81 | 0.9 | Buy | |
07/05/16 | DBS Vickers | Manulife US Reit | 0.825 | 0.91 | Buy | DCF |
07/18/16 | DBS Vickers | Manulife US Reit | 0.86 | 0.93 | Buy | |
07/26/16 | Deutsche | Manulife US Reit | 0.86 | 0.9 | Buy | |
08/16/16 | DBS Vickers | Manulife US Reit | 0.845 | 0.93 | Buy | |
10/10/16 | DBS Vickers | Manulife US Reit | 0.82 | 0.93 | Buy | DCF |
11/04/16 | Lim & Tan | Manulife US Reit | 0.845 | 0.93 | Buy | |
11/08/16 | DBS Vickers | Manulife US Reit | 0.84 | 0.93 | Buy | DCF |
11/08/16 | Religare | Manulife US Reit | 0.84 | 0.95 | Buy | |
11/16/16 | Deutsche | Manulife US Reit | 0.815 | 0.95 | Buy | |
11/23/16 | DMG & Partners | Manulife US Reit | 0.8 | 0.96 | Buy | DDM |
12/07/16 | Deutsche | Manulife US Reit | 0.83 | 0.95 | Buy | |
01/03/17 | DMG & Partners | Manulife US Reit | 0.83 | 0.96 | Buy | DDM |
01/05/17 | Lim & Tan | Manulife US Reit | 0.835 | 0 | Buy | |
01/09/17 | DBS Vickers | Manulife US Reit | 0.84 | 0.93 | Buy | DCF |
02/14/17 | DBS Vickers | Manulife US Reit | 0.86 | 0.95 | Buy | DCF |
02/14/17 | DMG & Partners | Manulife US Reit | 0.86 | 0.96 | Buy | DDM |
02/28/17 | Deutsche | Manulife US Reit | 0.84 | 0.95 | Buy | |
03/10/17 | DMG & Partners | Manulife US Reit | 0.84 | 0.96 | Buy | |
04/07/17 | DMG & Partners | Manulife US Reit | 0.835 | 0.96 | Buy | |
05/03/17 | DBS Vickers | Manulife US Reit | 0.84 | 1.01 | Buy | DCF |
05/04/17 | DMG & Partners | Manulife US Reit | 0.85 | 0.96 | Buy | |
05/08/17 | Lim & Tan | Manulife US Reit | 0.865 | 0 | Buy | |
06/21/17 | DMG & Partners | Manulife US Reit | 0.885 | 0.99 | Buy | DDM |
06/21/17 | Lim & Tan | Manulife US Reit | 0.885 | 0 | Buy on weakness | |
06/22/17 | Deutsche | Manulife US Reit | 0.89 | 0.95 | Buy | |
07/12/17 | DMG & Partners | Manulife US Reit | 0.915 | 0.99 | Buy | |
08/10/17 | DMG & Partners | Manulife US Reit | 0.925 | 1 | Buy | DDM |
08/10/17 | DBS Vickers | Manulife US Reit | 0.925 | 1.07 | Buy | DCF |
08/10/17 | Lim & Tan | Manulife US Reit | 0.925 | 1 | Buy | |
08/10/17 | Deutsche | Manulife US Reit | 0.925 | 1 | Buy | |
09/04/17 | Lim & Tan | Manulife US Reit | 0.965 | 0 | Buy | |
09/05/17 | DMG & Partners | Manulife US Reit | 0.94 | 0.98 | Buy | DDM, Ex-Rights 41-for-100 @ $0.695 |
11/06/17 | DMG & Partners | Manulife US Reit | 0.905 | 0.98 | Buy | DDM |
11/29/17 | DBS Vickers | Manulife US Reit | 0.865 | 0.99 | Buy | DCF |
12/19/17 | DMG & Partners | Manulife US Reit | 0.93 | 0.98 | Buy | |
01/03/18 | Lim & Tan | Manulife US Reit | 0.93 | 1 | Buy | |
01/04/18 | Deutsche | Manulife US Reit | 0.94 | 1 | Buy | |
01/05/18 | DMG & Partners | Manulife US Reit | 0.935 | 0.98 | Buy |
Friday, January 26, 2018
Manulife US Reit - Stock calls
Mandarin Oriental - Stock calls
Date | Analyst | Code | Company | Last | Target | Call | Percent | Valuation |
03/03/17 | Nomura | M04 | Mandarin Oriental | 1.275 | 1.06 | Reduce | -16.86 | |
06/06/17 | Nomura | M04 | Mandarin Oriental | 1.71 | 1.73 | Neutral | 1.17 |
Stock calls for 26 January 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
01/26/18 | Phillip | A-Reit | 2.75 | 2.89 | Accumulate | DDM, PB1.36x FY18 |
01/26/18 | OCBC | A-Reit | 2.75 | 2.69 | Hold | |
01/26/18 | DBS Vickers | A-Reit | 2.75 | 2.85 | Buy | |
01/26/18 | CIMB | A-Reit | 2.75 | 2.88 | Add | |
01/26/18 | DMG & Partners | Breadtalk | 1.72 | 2.09 | Buy | Sum of parts |
01/26/18 | Kim Eng | CapitaCommercial | 1.9 | 1.8 | Hold | |
01/26/18 | DMG & Partners | CapitaCommercial | 1.9 | 1.63 | Sell | DDM |
01/26/18 | OCBC | CapitaCommercial | 1.9 | 1.84 | Hold | |
01/26/18 | DBS Vickers | CapitaCommercial | 1.9 | 2.1 | Buy | DCF |
01/26/18 | CIMB | CapitaCommercial | 1.9 | 1.84 | Hold | |
01/26/18 | Phillip | Capitamall Trust | 2.1 | 2.03 | Neutral | DDM, PB1.02x |
01/26/18 | UOB Kay Hian | Capitamall Trust | 2.1 | 2.04 | Hold | DDM |
01/26/18 | DBS Vickers | Capitamall Trust | 2.1 | 2.19 | Buy | |
01/26/18 | UOB Kay Hian | Frasers Hospitality Trust | 0.81 | 0.9 | Buy | DDM |
01/26/18 | DMG & Partners | Golden Energy | 0.475 | 0.68 | Buy | DCF & PER13.1x FY18 |
01/26/18 | OCBC | Keppel Corp | 8.58 | 9.45 | Buy | |
01/26/18 | UOB Kay Hian | Keppel Corp | 8.58 | 9.3 | Buy | Sum of parts |
01/26/18 | DBS Vickers | Keppel Corp | 8.58 | 10.2 | Buy | |
01/26/18 | Lim & Tan | Keppel Corp | 8.58 | 0 | Buy on weakness | |
01/26/18 | CIMB | Keppel Corp | 8.58 | 10 | Add | Sum of parts |
01/26/18 | CIMB | Mapletree Commercial | 1.68 | 1.75 | Buy | DDM |
01/26/18 | DBS Vickers | Netlink | 0.83 | 0.95 | Buy | DCF |
01/26/18 | UOB Kay Hian | Singapore Medical | 0.63 | 0.83 | Buy | PER26.8x FY18, PEG0.3x |
01/26/18 | DBS Vickers | Singtel | 3.62 | 4.3 | Buy | Sum of parts |
01/26/18 | DBS Vickers | Starhub | 2.97 | 2.2 | Fully Valued | DCF |
01/26/18 | UOB Kay Hian | Suntec Reit | 2.14 | 2.13 | Hold | DDM |
01/26/18 | OCBC | UOB | 27.98 | 30.1 | Buy | PB1.3x FY18 |
Thursday, January 25, 2018
Noble reacted to the restructuring news after our posting.
http://sg-stock.blogspot.sg/2018/01/great-news-noble-group-has-struck-35b.html
We posted the restructuring news at 1:04pm and nobody knew about the news since the price was falling based on the hourly price charts (Yahoo Finance). Thereafter, people caught hold of the news and bought Noble Group resulting in the price moving higher before the halt.
We posted the restructuring news at 1:04pm and nobody knew about the news since the price was falling based on the hourly price charts (Yahoo Finance). Thereafter, people caught hold of the news and bought Noble Group resulting in the price moving higher before the halt.
M1 - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/14/16 | DIR | M1 | 2.68 | 2.87 | Outperform | DDM, PER13.4x FY16 |
01/18/16 | Citigroup | M1 | 2.6 | 2.56 | Hold | |
01/18/16 | DMG & Partners | M1 | 2.6 | 3.2 | Buy | DCF |
01/18/16 | OCBC | M1 | 2.6 | 2.95 | Buy | DCF |
01/19/16 | CIMB | M1 | 2.61 | 3.1 | Hold | DCF |
01/19/16 | Credit Suisse | M1 | 2.61 | 2.15 | Underperform | |
01/19/16 | DBS Vickers | M1 | 2.61 | 2.6 | Hold | DCF |
01/19/16 | DIR | M1 | 2.61 | 2.94 | Outperform | DDM |
01/19/16 | Kim Eng | M1 | 2.61 | 3.09 | Hold | DCF |
01/19/16 | Lim & Tan | M1 | 2.61 | 0 | Buy | |
01/19/16 | Nomura | M1 | 2.61 | 2.95 | Neutral | |
01/19/16 | UOB Kay Hian | M1 | 2.61 | 3.34 | Buy | DCF |
01/26/16 | Deutsche | M1 | 2.24 | 3.9 | Buy | |
01/26/16 | DIR | M1 | 2.24 | 2.94 | Buy | DDM |
02/19/16 | Credit Suisse | M1 | 2.52 | 2.15 | Underperform | |
02/19/16 | DBS Vickers | M1 | 2.52 | 2.6 | Hold | |
02/19/16 | DMG & Partners | M1 | 2.52 | 3.2 | Buy | |
02/19/16 | UOB Kay Hian | M1 | 2.52 | 3.34 | Buy | |
02/22/16 | CIMB | M1 | 2.54 | 3.1 | Hold | |
02/22/16 | Nomura | M1 | 2.54 | 3.3 | Buy | |
03/04/16 | Citigroup | M1 | 2.54 | 2.82 | Buy | |
03/04/16 | Deutsche | M1 | 2.54 | 3.9 | Buy | |
03/15/16 | CIMB | M1 | 2.57 | 3.1 | Hold | |
03/16/16 | OCBC | M1 | 2.59 | 2.95 | Buy | |
03/17/16 | UOB Kay Hian | M1 | 2.58 | 3.34 | Buy | |
03/21/16 | Credit Suisse | M1 | 2.59 | 2.15 | Underperform | |
03/28/16 | UOB Kay Hian | M1 | 2.7 | 3.02 | Buy | Probability weighted target |
03/29/16 | Nomura | M1 | 2.6 | 3.3 | Buy | |
04/13/16 | CIMB | M1 | 2.47 | 2.4 | Hold | DCF |
04/13/16 | Credit Suisse | M1 | 2.47 | 2.15 | Underperform | |
04/14/16 | Credit Suisse | M1 | 2.48 | 2.05 | Underperform | |
04/14/16 | DBS Vickers | M1 | 2.48 | 2.56 | Hold | DCF |
04/14/16 | DMG & Partners | M1 | 2.48 | 3.2 | Buy | |
04/14/16 | Lim & Tan | M1 | 2.48 | 0 | Hold | |
04/14/16 | OCBC | M1 | 2.48 | 2.9 | Buy | DCF |
04/14/16 | UOB Kay Hian | M1 | 2.48 | 3.02 | Buy | Probability weighted target |
05/10/16 | UOB Kay Hian | M1 | 2.41 | 3.02 | Buy | Probability weighted target |
05/12/16 | UOB Kay Hian | M1 | 2.37 | 2.14 | Sell | |
05/26/16 | DIR | M1 | 2.35 | 2.94 | Buy | DDM |
06/06/16 | DBS Vickers | M1 | 2.42 | 2.6 | Buy | |
06/13/16 | Kim Eng | M1 | 2.55 | 3.09 | Hold | |
06/15/16 | UOB Kay Hian | M1 | 2.52 | 2.14 | Sell | |
06/21/16 | DIR | M1 | 2.43 | 2.94 | Buy | DDM |
07/07/16 | Credit Suisse | M1 | 2.74 | 2.05 | Underperform | |
07/11/16 | DBS Vickers | M1 | 2.78 | 3.3 | Buy | |
07/14/16 | UOB Kay Hian | M1 | 2.89 | 2.14 | Sell | |
07/18/16 | CIMB | M1 | 2.78 | 2.8 | Hold | DCF |
07/18/16 | Citigroup | M1 | 2.78 | 2.98 | Hold | |
07/18/16 | DBS Vickers | M1 | 2.78 | 3.3 | Buy | |
07/18/16 | DIR | M1 | 2.78 | 3.38 | Buy | DDM |
07/18/16 | DMG & Partners | M1 | 2.78 | 3.02 | Neutral | DCF |
07/18/16 | Kim Eng | M1 | 2.78 | 2.94 | Hold | DCF |
07/18/16 | Nomura | M1 | 2.78 | 3.25 | Buy | |
07/18/16 | OCBC | M1 | 2.78 | 2.79 | Hold | DCF |
07/18/16 | UOB Kay Hian | M1 | 2.78 | 2 | Sell | |
08/05/16 | DIR | M1 | 2.8 | 3.38 | Buy | DDM |
08/22/16 | DBS Vickers | M1 | 2.72 | 2.85 | Hold | |
08/22/16 | UOB Kay Hian | M1 | 2.72 | 2.39 | Sell | |
08/26/16 | Credit Suisse | M1 | 2.73 | 2.05 | Underperform | |
09/02/16 | CIMB | M1 | 2.66 | 2.8 | Hold | DCF |
09/02/16 | Credit Suisse | M1 | 2.66 | 2 | Underperform | |
09/02/16 | OCBC | M1 | 2.66 | 2.79 | Hold | |
09/02/16 | UOB Kay Hian | M1 | 2.66 | 2 | Sell | |
09/05/16 | Kim Eng | M1 | 2.61 | 2.04 | Sell | DCF |
09/06/16 | Citigroup | M1 | 2.53 | 2.4 | Sell | |
09/22/16 | DBS Vickers | M1 | 2.39 | 2.15 | Fully Valued | DCF |
09/22/16 | Deutsche | M1 | 2.39 | 3.1 | Buy | |
10/04/16 | DIR | M1 | 2.44 | 2.41 | Hold | DDM |
10/19/16 | CIMB | M1 | 2.33 | 2.55 | Hold | DCF |
10/19/16 | DBS Vickers | M1 | 2.33 | 1.97 | Fully Valued | DCF |
10/19/16 | Deutsche | M1 | 2.33 | 2.9 | Buy | |
10/19/16 | DIR | M1 | 2.33 | 2.23 | Hold | DDM |
10/19/16 | Kim Eng | M1 | 2.33 | 1.9 | Sell | DCF |
10/19/16 | Lim & Tan | M1 | 2.33 | 0 | Sell | |
10/19/16 | Nomura | M1 | 2.33 | 2 | Reduce | |
10/19/16 | OCBC | M1 | 2.33 | 2.25 | Hold | DCF |
10/19/16 | UOB Kay Hian | M1 | 2.33 | 1.76 | Sell | DCF |
11/14/16 | DIR | M1 | 2.06 | 2.23 | Hold | DDM |
11/17/16 | OCBC | M1 | 2.04 | 2.25 | Hold | |
11/18/16 | DBS Vickers | M1 | 1.995 | 1.97 | Fully Valued | |
11/18/16 | Nomura | M1 | 1.995 | 1.75 | Reduce | |
11/21/16 | CIMB | M1 | 1.935 | 2.1 | Hold | DCF |
11/21/16 | UOB Kay Hian | M1 | 1.935 | 1.76 | Sell | |
12/06/16 | CIMB | M1 | 2 | 2.1 | Hold | DCF |
12/07/16 | Deutsche | M1 | 1.985 | 2.9 | Buy | |
12/09/16 | OCBC | M1 | 2.02 | 2.08 | Hold | |
12/13/16 | Kim Eng | M1 | 2.03 | 1.9 | Sell | DCF |
12/15/16 | Credit Suisse | M1 | 2.02 | 1.65 | Underperform | |
12/15/16 | DBS Vickers | M1 | 2.02 | 1.78 | Fully Valued | DCF |
12/15/16 | UOB Kay Hian | M1 | 2.02 | 1.76 | Sell | |
12/27/16 | DMG & Partners | M1 | 1.915 | 2.05 | Neutral | |
01/03/17 | UOB Kay Hian | M1 | 1.96 | 1.76 | Sell | |
01/12/17 | CIMB | M1 | 2.06 | 1.9 | Hold | DCF, Buy below $1.56 |
01/12/17 | Deutsche | M1 | 2.06 | 2.6 | Buy | |
01/13/17 | Credit Suisse | M1 | 2.08 | 1.65 | Underperform | |
01/13/17 | DBS Vickers | M1 | 2.08 | 2.09 | Hold | DCF |
01/13/17 | DMG & Partners | M1 | 2.08 | 2.05 | Neutral | DCF |
01/17/17 | DIR | M1 | 2.08 | 2.02 | Hold | DDM |
01/18/17 | UOB Kay Hian | M1 | 2.09 | 2.5 | Buy | DCF |
01/25/17 | Credit Suisse | M1 | 2.17 | 1.55 | Underperform | |
01/25/17 | DBS Vickers | M1 | 2.17 | 1.97 | Hold | DCF |
01/25/17 | Kim Eng | M1 | 2.17 | 1.85 | Sell | DCF |
01/25/17 | Lim & Tan | M1 | 2.17 | 0 | Sell | |
01/25/17 | OCBC | M1 | 2.17 | 2.03 | Hold | |
01/25/17 | UOB Kay Hian | M1 | 2.17 | 2.48 | Buy | DCF |
01/26/17 | CIMB | M1 | 2.05 | 1.8 | Reduce | DCF |
02/24/17 | UOB Kay Hian | M1 | 2.03 | 2.52 | Buy | DCF |
02/24/17 | Deutsche | M1 | 2.03 | 2.5 | Buy | |
03/13/17 | DIR | M1 | 2.11 | 1.93 | Hold | DDM |
03/17/17 | OCBC | M1 | 2.03 | 1.75 | Sell | |
03/20/17 | Credit Suisse | M1 | 2.19 | 1.5 | Underperform | |
03/20/17 | DBS Vickers | M1 | 2.19 | 1.97 | Hold | |
03/20/17 | DMG & Partners | M1 | 2.19 | 2.05 | Neutral | DCF |
03/21/17 | OCBC | M1 | 2.17 | 1.96 | Hold | EV/EBitda8.5x FY17/18 |
04/05/17 | CIMB | M1 | 2.16 | 1.8 | Reduce | |
04/05/17 | Credit Suisse | M1 | 2.16 | 1.5 | Underperform | |
04/05/17 | DMG & Partners | M1 | 2.16 | 2.05 | Neutral | |
04/05/17 | Kim Eng | M1 | 2.16 | 1.75 | Sell | DCF |
04/05/17 | OCBC | M1 | 2.16 | 1.96 | Hold | |
04/06/17 | DBS Vickers | M1 | 2.12 | 1.97 | Hold | DCF |
04/18/17 | CIMB | M1 | 2.14 | 1.7 | Reduce | DCF |
04/18/17 | Credit Suisse | M1 | 2.14 | 1.45 | Underperform | |
04/18/17 | DIR | M1 | 2.14 | 1.93 | Hold | DDM |
04/18/17 | Lim & Tan | M1 | 2.14 | 0 | Hold | |
04/18/17 | Deutsche | M1 | 2.14 | 2.3 | Buy | |
05/02/17 | DBS Vickers | M1 | 2.17 | 2.54 | Buy | EV/Ebitda8.4x FY17 |
06/02/17 | DMG & Partners | M1 | 2.27 | 2.05 | Neutral | DCF |
07/07/17 | OCBC | M1 | 2.11 | 1.96 | Hold | |
07/14/17 | DMG & Partners | M1 | 2.07 | 2.05 | Neutral | |
07/19/17 | OCBC | M1 | 2.1 | 1.75 | Sell | |
07/19/17 | DIR | M1 | 2.1 | 1.93 | Hold | DDM |
07/19/17 | Credit Suisse | M1 | 2.1 | 1.45 | Underperform | |
07/19/17 | DMG & Partners | M1 | 2.1 | 1.9 | Neutral | DCF |
07/19/17 | CIMB | M1 | 2.1 | 1.7 | Reduce | DCF |
07/19/17 | DBS Vickers | M1 | 2.1 | 1.78 | Fully Valued | DCF |
08/18/17 | UOB Kay Hian | M1 | 1.77 | 1.98 | Buy | DCF |
08/23/17 | DMG & Partners | M1 | 1.785 | 1.9 | Neutral | |
09/11/17 | OCBC | M1 | 1.78 | 1.65 | Hold | |
09/14/17 | Kim Eng | M1 | 1.79 | 1.59 | Sell | DCF |
09/18/17 | Credit Suisse | M1 | 1.795 | 1.45 | Underperform | |
09/20/17 | Deutsche | M1 | 1.79 | 2.3 | Buy | |
09/25/17 | UOB Kay Hian | M1 | 1.78 | 1.98 | Buy | |
09/25/17 | CIMB | M1 | 1.78 | 1.8 | Hold | |
09/28/17 | DIR | M1 | 1.785 | 1.74 | Hold | DDM |
10/16/17 | DBS Vickers | M1 | 1.815 | 1.49 | Fully Valued | DCF |
10/17/17 | UOB Kay Hian | M1 | 1.805 | 1.95 | Buy | DCF |
10/17/17 | OCBC | M1 | 1.805 | 1.65 | Hold | |
10/17/17 | DMG & Partners | M1 | 1.805 | 1.9 | Neutral | |
10/17/17 | Kim Eng | M1 | 1.805 | 1.59 | Sell | |
10/17/17 | CIMB | M1 | 1.805 | 1.8 | Hold | |
11/23/17 | OCBC | M1 | 1.77 | 1.65 | Hold | |
11/28/17 | Kim Eng | M1 | 1.77 | 1.59 | Sell | |
01/10/18 | DMG & Partners | M1 | 1.79 | 1.9 | Neutral | |
01/12/18 | UOB Kay Hian | M1 | 1.79 | 1.95 | Hold | |
01/24/18 | UOB Kay Hian | M1 | 1.87 | 1.84 | Hold | DCF, Buy @ $1.7 |
01/24/18 | DMG & Partners | M1 | 1.87 | 1.95 | Neutral | DCF |
01/24/18 | OCBC | M1 | 1.87 | 1.7 | Hold | |
01/24/18 | DBS Vickers | M1 | 1.87 | 1.49 | Fully Valued | DCF |
01/25/18 | CIMB | M1 | 1.87 | 1.85 | Hold | DCF |
Lippo-Malls Indo - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/24/16 | OCBC | Lippo-Malls Indo | 0.32 | 0.35 | Hold | |
02/25/16 | CIMB | Lippo-Malls Indo | 0.315 | 0.37 | Add | DDM |
05/04/16 | OCBC | Lippo-Malls Indo | 0.33 | 0.35 | Hold | |
05/05/16 | CIMB | Lippo-Malls Indo | 0.335 | 0.37 | Add | DDM |
06/07/16 | OCBC | Lippo-Malls Indo | 0.33 | 0.35 | Buy | |
08/08/16 | CIMB | Lippo-Malls Indo | 0.37 | 0.4 | Add | DDM |
11/14/16 | CIMB | Lippo-Malls Indo | 0.39 | 0.38 | Hold | DDM |
11/14/16 | OCBC | Lippo-Malls Indo | 0.39 | 0.4 | Buy | DDM |
02/17/17 | CIMB | Lippo-Malls Indo | 0.385 | 0.39 | Hold | DDM |
02/17/17 | OCBC | Lippo-Malls Indo | 0.385 | 0.43 | Buy | DDM |
04/04/17 | OCBC | Lippo-Malls Indo | 0.395 | 0.43 | Buy | |
06/01/17 | OCBC | Lippo-Malls Indo | 0.415 | 0.435 | Buy | |
06/22/17 | CIMB | Lippo-Malls Indo | 0.43 | 0.41 | Hold | DDM |
06/28/17 | OCBC | Lippo-Malls Indo | 0.44 | 0.475 | Buy | DDM |
08/07/17 | OCBC | Lippo-Malls Indo | 0.455 | 0.45 | Hold | DDM |
08/08/17 | CIMB | Lippo-Malls Indo | 0.455 | 0.43 | Hold | DDM |
08/30/17 | OCBC | Lippo-Malls Indo | 0.43 | 0.455 | Buy | |
11/06/17 | OCBC | Lippo-Malls Indo | 0.44 | 0.46 | Buy | DDM |
12/13/17 | OCBC | Lippo-Malls Indo | 0.415 | 0.46 | Buy |
Stock calls for 25 January 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
01/25/18 | Lim & Tan | CapitaCommercial | 1.91 | 0 | Hold | |
01/25/18 | UOB Kay Hian | Keppel T&T | 1.7 | 1.9 | Buy | Sum of parts |
01/25/18 | CIMB | M1 | 1.87 | 1.85 | Hold | DCF |
01/25/18 | Lim & Tan | Mapletree Commercial | 1.67 | 0 | Hold | |
01/25/18 | Phillip | Mapletree Industrial | 2.12 | 2.15 | Neutral | DDM, PB1.48x FY18 |
01/25/18 | CIMB | Mapletree Industrial | 2.12 | 2.16 | Add | DDM |
01/25/18 | CIMB | Suntec Reit | 2.15 | 2.17 | Hold | DDM |
01/25/18 | DBS Vickers | Suntec Reit | 2.15 | 2.3 | Buy | DCF |
01/25/18 | OCBC | Suntec Reit | 2.15 | 1.81 | Sell | |
01/25/18 | Kim Eng | Suntec Reit | 2.15 | 1.91 | Hold |
Great news! Noble Group has struck a $3.5b restructuring deal.
https://finance.yahoo.com/news/noble-group-strikes-3-5-025617606.html
Noble Group has managed to strike a $3.5b restructuring deal, leaving it laden with only $600m debt.
With this restructuring deal, Noble Group is able to continue to operate without any on-going concern. This restructuring deal also enables Noble Group to have a better bargaining power to negotiate with any potential investor.
Noble Group has managed to strike a $3.5b restructuring deal, leaving it laden with only $600m debt.
With this restructuring deal, Noble Group is able to continue to operate without any on-going concern. This restructuring deal also enables Noble Group to have a better bargaining power to negotiate with any potential investor.
The USA is barking up the wrong tree.
http://www.newindianexpress.com/world/2018/jan/24/us-warns-hong-kong-on-illicit-north-korea-trade-1762816.html
It's already been proven that it was a Taiwanese who chartered the HK flagged ship for the illegal oil shipment to NK but the USA still wanted to put the blame on China.
How the hell would HK authority know about the illegal oil shipment when the transponder was switched off at the open sea?
http://sg-stock.blogspot.sg/2018/01/taiwanese-boss-knew-that-oil-shipment.html
The USA should warn Taiwan government, not HK government! Sigh! Stupidity has no cure!
It's already been proven that it was a Taiwanese who chartered the HK flagged ship for the illegal oil shipment to NK but the USA still wanted to put the blame on China.
How the hell would HK authority know about the illegal oil shipment when the transponder was switched off at the open sea?
http://sg-stock.blogspot.sg/2018/01/taiwanese-boss-knew-that-oil-shipment.html
The USA should warn Taiwan government, not HK government! Sigh! Stupidity has no cure!
Lian Beng - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
10/23/17 | NRA | Lian Beng | 0.705 | 1.08 | Not Rated | RNAV (11.6% discount) |
12/06/17 | DBS Vickers | Lian Beng | 0.715 | 0.85 | Not Rated | RNAV (50% discount) |
KSH - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/05/16 | Lim & Tan | KSH | 0.5 | 0 | Buy | |
02/10/16 | OCBC | KSH | 0.51 | 0.61 | Buy | 1-for-10 Bonus |
05/31/16 | Lim & Tan | KSH | 0.55 | 0 | Buy | |
06/02/16 | OCBC | KSH | 0.55 | 0.61 | Buy | |
06/13/16 | Lim & Tan | KSH | 0.55 | 0.7 | Buy | |
06/13/16 | UOB Kay Hian | KSH | 0.55 | 0.69 | Buy | PB0.93x |
08/11/16 | Lim & Tan | KSH | 0.56 | 0 | Buy | |
08/11/16 | UOB Kay Hian | KSH | 0.56 | 0.69 | Buy | PB0.93x |
11/09/16 | UOB Kay Hian | KSH | 0.55 | 0.69 | Buy | PB0.93x |
02/10/17 | UOB Kay Hian | KSH | 0.54 | 0.69 | Buy | PB0.93x |
02/13/17 | OCBC | KSH | 0.54 | 0.61 | Buy | |
03/08/17 | UOB Kay Hian | KSH | 0.54 | 0.69 | Buy | |
04/11/17 | UOB Kay Hian | KSH | 0.775 | 1.18 | Buy | RNAV (50% discount) |
04/12/17 | Lim & Tan | KSH | 0.78 | 0 | Buy | |
05/30/17 | OCBC | KSH | 0.935 | 0.86 | Hold | |
05/31/17 | UOB Kay Hian | KSH | 0.915 | 1.12 | Buy | Sum of parts |
08/14/17 | Lim & Tan | KSH | 0.73 | 0 | Hold | |
09/27/17 | OCBC | KSH | 0.74 | 0.69 | Hold | |
10/06/17 | Lim & Tan | KSH | 0.785 | 0 | Buy | |
11/06/17 | UOB Kay Hian | KSH | 0.89 | 0.87 | Hold | Sum of parts |
11/13/17 | Lim & Tan | KSH | 0.86 | 0 | Hold | |
11/15/17 | OCBC | KSH | 0.865 | 0.79 | Hold |
Stock calls for 24 January 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
01/24/18 | CIMB | AEM | 4.16 | 5.97 | Add | PER10x CY19 |
01/24/18 | DMG & Partners | Avi-Tech | 0.48 | 0.59 | Buy | |
01/24/18 | Phillip | Frasers Centrepoint Trust | 2.3 | 2.14 | Neutral | DDM, PB1.06x |
01/24/18 | UOB Kay Hian | Frasers Centrepoint Trust | 2.3 | 2.43 | Buy | DDM |
01/24/18 | Credit Suisse | Frasers Centrepoint Trust | 2.3 | 2.26 | Neutral | |
01/24/18 | OCBC | Frasers Centrepoint Trust | 2.3 | 2.49 | Buy | |
01/24/18 | CIMB | Frasers Centrepoint Trust | 2.3 | 2.41 | Add | DDM |
01/24/18 | Lim & Tan | Frasers Centrepoint Trust | 2.3 | 0 | Buy | |
01/24/18 | DBS Vickers | Frasers Centrepoint Trust | 2.3 | 2.48 | Buy | |
01/24/18 | CIMB | Frasers Commercial Trust | 1.52 | 1.55 | Hold | DDM |
01/24/18 | Phillip | Keppel DC Reit | 1.46 | 1.47 | Neutral | DDM |
01/24/18 | DBS Vickers | Keppel Infrastructure | 0.58 | 0.6 | Buy | DDM |
01/24/18 | Kim Eng | Keppel Reit | 1.32 | 1.19 | Hold | |
01/24/18 | UOB Kay Hian | Keppel Reit | 1.32 | 1.43 | Buy | DDM |
01/24/18 | Credit Suisse | Keppel Reit | 1.32 | 0.97 | Underperform | |
01/24/18 | CIMB | Keppel Reit | 1.32 | 1.34 | Hold | DDM |
01/24/18 | DBS Vickers | Keppel Reit | 1.32 | 1.41 | Buy | DCF |
01/24/18 | DMG & Partners | Keppel Reit | 1.32 | 1.06 | Sell | |
01/24/18 | UOB Kay Hian | M1 | 1.87 | 1.84 | Hold | DCF, Buy @ $1.7 |
01/24/18 | DMG & Partners | M1 | 1.87 | 1.95 | Neutral | DCF |
01/24/18 | OCBC | M1 | 1.87 | 1.7 | Hold | |
01/24/18 | DBS Vickers | M1 | 1.87 | 1.49 | Fully Valued | |
01/24/18 | OCBC | Mapletree Industrial | 2.07 | 2.06 | Hold | |
01/24/18 | UOB Kay Hian | Mapletree Industrial | 2.07 | 1.88 | Hold | DDM |
01/24/18 | DBS Vickers | Mapletree Industrial | 2.07 | 2.15 | Buy | |
01/24/18 | CIMB | Mapletree Logistics | 1.38 | 1.43 | Add | DDM |
01/24/18 | Credit Suisse | Mapletree Logistics | 1.38 | 1.18 | Neutral | |
01/24/18 | OCBC | Mapletree Logistics | 1.38 | 1.48 | Buy | |
01/24/18 | DBS Vickers | Mapletree Logistics | 1.38 | 1.45 | Buy | |
01/24/18 | CLSA | Memtech | 1.28 | 2 | Buy | PEG0.45x, PER15x CY18 |
01/24/18 | DMG & Partners | Moya Asia | 0.098 | 0.17 | Buy | |
01/24/18 | DMG & Partners | Singapore Medical | 0.605 | 0.79 | Buy | |
01/24/18 | DMG & Partners | Venture | 23.9 | 24.1 | Buy |
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