Date | Analyst | Company | Last | Target | Call | Valuation |
01/09/17 | DBS Vickers | Mapletree Commercial | 1.45 | 1.62 | Buy | DCF |
01/12/17 | HSBC | Mapletree Commercial | 1.47 | 1.75 | Buy | |
01/24/17 | Deutsche | Mapletree Commercial | 1.47 | 1.6 | Buy | |
01/26/17 | CIMB | Mapletree Commercial | 1.48 | 1.45 | Hold | DDM |
01/26/17 | Credit Suisse | Mapletree Commercial | 1.48 | 1.73 | Outperform | |
01/26/17 | Lim & Tan | Mapletree Commercial | 1.48 | 0 | Hold | |
02/09/17 | Credit Suisse | Mapletree Commercial | 1.52 | 1.73 | Outperform | |
02/28/17 | Deutsche | Mapletree Commercial | 1.495 | 1.6 | Buy | |
03/17/17 | DBS Vickers | Mapletree Commercial | 1.49 | 1.62 | Buy | DCF |
04/26/17 | DBS Vickers | Mapletree Commercial | 1.57 | 1.62 | Buy | |
04/27/17 | CIMB | Mapletree Commercial | 1.585 | 1.7 | Add | DDM |
06/22/17 | Deutsche | Mapletree Commercial | 1.555 | 1.6 | Buy | |
06/23/17 | CIMB | Mapletree Commercial | 1.56 | 1.7 | Add | |
07/28/17 | DBS Vickers | Mapletree Commercial | 1.63 | 1.62 | Hold | |
07/28/17 | Credit Suisse | Mapletree Commercial | 1.63 | 1.73 | Outperform | |
07/28/17 | CIMB | Mapletree Commercial | 1.63 | 1.79 | Add | DDM |
09/13/17 | Credit Suisse | Mapletree Commercial | 1.55 | 1.73 | Outperform | |
10/27/17 | DBS Vickers | Mapletree Commercial | 1.58 | 1.62 | Hold | |
10/27/17 | CIMB | Mapletree Commercial | 1.58 | 1.75 | Add | DDM |
12/11/17 | DBS Vickers | Mapletree Commercial | 1.58 | 1.75 | Buy | |
01/02/18 | Kim Eng | Mapletree Commercial | 1.62 | 1.45 | Sell | DDM |
01/04/18 | Deutsche | Mapletree Commercial | 1.67 | 1.7 | Buy | |
01/25/18 | Lim & Tan | Mapletree Commercial | 1.67 | 0 | Hold | |
01/26/18 | CIMB | Mapletree Commercial | 1.68 | 1.75 | Add | DDM |
04/25/18 | Kim Eng | Mapletree Commercial | 1.6 | 1.5 | Hold | DDM |
04/25/18 | CIMB | Mapletree Commercial | 1.6 | 1.75 | Add | DDM |
04/25/18 | DBS Vickers | Mapletree Commercial | 1.6 | 1.8 | Buy | DCF, PB1.2x |
07/27/18 | Kim Eng | Mapletree Commercial | 1.64 | 1.5 | Hold | DDM |
07/27/18 | CIMB | Mapletree Commercial | 1.64 | 1.75 | Add | DDM |
07/27/18 | DBS Vickers | Mapletree Commercial | 1.64 | 1.8 | Buy | |
09/25/18 | Deutsche | Mapletree Commercial | 1.64 | 1.7 | Buy | |
10/01/18 | DBS Vickers | Mapletree Commercial | 1.61 | 1.8 | Buy | DCF |
10/26/18 | Kim Eng | Mapletree Commercial | 1.63 | 1.6 | Hold | DDM |
10/26/18 | CIMB | Mapletree Commercial | 1.63 | 1.75 | Add | |
10/29/18 | DBS Vickers | Mapletree Commercial | 1.64 | 1.8 | Buy | DCF, PB1.2x |
Thursday, November 1, 2018
Mapletree Commercial - Stock calls
Manulife US Reit - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
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 | |
02/06/18 | UOB Kay Hian | Manulife US Reit | 0.92 | 1.12 | Buy | DDM |
02/06/18 | Lim & Tan | Manulife US Reit | 0.92 | 1 | Hold | |
02/06/18 | DMG & Partners | Manulife US Reit | 0.92 | 0.98 | Buy | DDM |
02/07/18 | DBS Vickers | Manulife US Reit | 0.91 | 1 | Buy | DCF |
02/21/18 | Amfrasers | Manulife US Reit | 0.91 | 1.008 | Buy | DDM |
04/13/18 | Lim & Tan | Manulife US Reit | 0.925 | 1 | Hold | |
04/16/18 | DMG & Partners | Manulife US Reit | 0.82 | 1 | Buy | DDM |
04/16/18 | DBS Vickers | Manulife US Reit | 0.82 | 1 | Buy | |
04/17/18 | Amfrasers | Manulife US Reit | 0.925 | 1.01 | Buy | |
05/02/18 | DMG & Partners | Manulife US Reit | 0.95 | 1 | Buy | DDM |
05/02/18 | UOB Kay Hian | Manulife US Reit | 0.95 | 1.12 | Buy | |
05/08/18 | Amfrasers | Manulife US Reit | 0.945 | 1.02 | Buy | |
06/26/18 | DBS Vickers | Manulife US Reit | 0.86 | 0.97 | Buy | DCF |
08/07/18 | UOB Kay Hian | Manulife US Reit | 0.86 | 1.06 | Buy | DDM |
08/07/18 | DBS Vickers | Manulife US Reit | 0.86 | 0.97 | Buy | DCF |
08/14/18 | Amfrasers | Manulife US Reit | 0.845 | 0.97 | Buy | |
09/25/18 | Deutsche | Manulife US Reit | 0.795 | 1 | Buy | |
10/16/18 | DMG & Partners | Manulife US Reit | 0.78 | 0.92 | Buy | DDM |
10/25/18 | UOB Kay Hian | Manulife US Reit | 0.775 | 1.06 | Buy |
M1 - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
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 |
02/21/18 | OCBC | M1 | 1.8 | 1.7 | Hold | |
03/12/18 | UOB Kay Hian | M1 | 1.79 | 1.84 | Hold | |
03/14/18 | Kim Eng | M1 | 1.78 | 1.63 | Sell | DCF |
03/15/18 | CIMB | M1 | 1.78 | 1.85 | Hold | |
03/15/18 | DMG & Partners | M1 | 1.78 | 1.95 | Neutral | |
03/20/18 | UOB Kay Hian | M1 | 1.79 | 1.6 | Sell | DCF |
03/27/18 | Deutsche | M1 | 1.77 | 2.3 | Buy | |
04/03/18 | Kim Eng | M1 | 1.75 | 1.63 | Hold | DCF |
04/11/18 | DBS Vickers | M1 | 1.72 | 1.76 | Hold | DCF |
04/17/18 | UOB Kay Hian | M1 | 1.79 | 1.6 | Sell | DCF |
04/17/18 | DMG & Partners | M1 | 1.79 | 1.95 | Neutral | DCF |
04/17/18 | OCBC | M1 | 1.79 | 1.7 | Hold | |
04/17/18 | CIMB | M1 | 1.79 | 1.85 | Hold | |
05/23/18 | UOB Kay Hian | M1 | 1.76 | 1.6 | Sell | |
06/04/18 | UOB Kay Hian | M1 | 1.71 | 1.6 | Sell | DCF |
06/27/18 | DBS Vickers | M1 | 1.59 | 1.46 | Hold | EV/Ebitda6x |
07/03/18 | DMG & Partners | M1 | 1.59 | 1.63 | Hold | DCF |
07/05/18 | Kim Eng | M1 | 1.58 | 1.63 | Hold | |
07/30/18 | UOB Kay Hian | M1 | 1.6 | 1.55 | Sell | DCF |
07/30/18 | DMG & Partners | M1 | 1.6 | 1.68 | Neutral | DCF |
07/30/18 | OCBC | M1 | 1.6 | 1.65 | Hold | |
07/31/18 | CIMB | M1 | 1.64 | 1.5 | Hold | DCF |
08/17/18 | UOB Kay Hian | M1 | 1.6 | 1.55 | Sell | DCF |
09/07/18 | UOB Kay Hian | M1 | 1.57 | 1.55 | Sell | |
09/24/18 | OCBC | M1 | 1.63 | 1.65 | Hold | |
09/24/18 | Kim Eng | M1 | 1.63 | 1.63 | Hold | DCF |
09/25/18 | UOB Kay Hian | M1 | 1.63 | 1.88 | Buy | DCF |
09/25/18 | CIMB | M1 | 1.63 | 1.5 | Hold | |
09/28/18 | UOB Kay Hian | M1 | 1.63 | 2.06 | Accept Offer | Offer $2.06 |
09/28/18 | DMG & Partners | M1 | 1.63 | 2.06 | Neutral | |
09/28/18 | CIMB | M1 | 1.63 | 2.06 | Add | |
10/25/18 | UOB Kay Hian | M1 | 2.1 | 2.06 | Accept Offer | Offer $2.06, PER13.2x, EV/Ebidta7.2x FY18 |
10/25/18 | OCBC | M1 | 2.1 | 2.06 | Hold | Offer $2.06 |
10/26/18 | Kim Eng | M1 | 2.09 | 1.63 | Sell | DDM |
10/26/18 | DMG & Partners | M1 | 2.09 | 2.06 | Neutral |
Stock calls for 31 October 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
10/31/18 | Tayrona | Capital World | 0.037 | 0.147 | Overweight | Sum of parts |
10/31/18 | DBS Vickers | CapitaRetail China | 1.36 | 1.63 | Buy | |
10/31/18 | DBS Vickers | Cityneon | 1.29 | 1.57 | Accept Offer | Offer $1.30 |
10/31/18 | DBS Vickers | Comfortdelgro | 2.22 | 2.59 | Buy | |
10/31/18 | Kim Eng | Far East Hospitality | 0.59 | 0.75 | Buy | DDM |
10/31/18 | OCBC | Far East Hospitality | 0.59 | 0.675 | Buy | |
10/31/18 | Lim & Tan | Far East Hospitality | 0.59 | 0 | Buy | |
10/31/18 | DBS Vickers | Far East Hospitality | 0.59 | 0.7 | Buy | DCF |
10/31/18 | UOB Kay Hian | Japfa | 0.69 | 0.98 | Buy | Sum of parts, PER12.2x FY18 |
10/31/18 | DBS Vickers | Sheng Siong | 1.08 | 1.24 | Buy | |
10/31/18 | DMG & Partners | Sheng Siong | 1.08 | 1.3 | Buy | DCF & PER21x |
10/31/18 | OCBC | Starhill | 0.665 | 0.71 | Buy | |
10/31/18 | UOB Kay Hian | Tianjin Zhongxin | 0.895 | 1.59 | Buy | PER14.1x FY18 |
10/31/18 | Macquarie | UOB | 24 | 30.5 | Outperform |
Tuesday, October 30, 2018
Lippo-Malls Indo - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
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 | |
02/15/18 | OCBC | Lippo-Malls Indo | 0.4 | 0.405 | Hold | |
04/13/18 | CIMB | Lippo-Malls Indo | 0.365 | 0.33 | Reduce | DDM |
04/13/18 | OCBC | Lippo-Malls Indo | 0.365 | 0.31 | Sell | |
05/07/18 | CIMB | Lippo-Malls Indo | 0.32 | 0.33 | Reduce | DDM |
08/06/18 | CIMB | Lippo-Malls Indo | 0.315 | 0.33 | Hold | DDM |
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) |
04/24/18 | DBS Vickers | Lian Beng | 0.625 | 0.85 | Not Rated | Sum of parts |
KSH - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
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 | |
02/12/18 | Lim & Tan | KSH | 0.705 | 0 | Hold | |
02/13/18 | OCBC | KSH | 0.695 | 0.79 | Hold | |
02/22/18 | UOB Kay Hian | KSH | 0.76 | 1.08 | Buy | Sum of parts |
06/01/18 | Lim & Tan | KSH | 0.645 | 0 | Hold | |
06/04/18 | OCBC | KSH | 0.635 | 0.98 | Buy | |
06/07/18 | UOB Kay Hian | KSH | 0.65 | 1.04 | Buy | Sum of parts |
07/16/18 | OCBC | KSH | 0.615 | 0.94 | Buy | |
08/13/18 | UOB Kay Hian | KSH | 0.61 | 0.87 | Buy | RNAV (50% discount) |
08/13/18 | OCBC | KSH | 0.61 | 0.98 | Buy |
Stock calls for 30 October 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
10/30/18 | DBS Vickers | Cache Logistics | 0.71 | 0.75 | Hold | DCF |
10/30/18 | CIMB | Cityneon | 1.26 | 1.3 | Accept Offer | Offer $1.30 |
10/30/18 | DBS Vickers | Ifast Corp | 1.14 | 1.33 | Buy | DDM |
10/30/18 | CIMB | Mapletree North Asia | 1.13 | 1.28 | Add | DDM |
10/30/18 | OCBC | Raffles Medical | 1.09 | 1.26 | Buy | Sum of parts |
10/30/18 | UOB Kay Hian | Raffles Medical | 1.09 | 1.27 | Buy | DCF |
10/30/18 | DMG & Partners | Raffles Medical | 1.09 | 1.02 | Neutral | DCF |
10/30/18 | CIMB | Raffles Medical | 1.09 | 1.19 | Hold | Sum of parts |
10/30/18 | DBS Vickers | Y Venture | 0.24 | 0.34 | Hold | EV/Ebitda14x FY19 |
10/30/18 | UOB Kay Hian | Y Venture | 0.24 | 0.57 | Buy | PB2.1x FY19 |
10/30/18 | UOB Kay Hian | Yangzijiang | 1.21 | 1.25 | Buy |
Mark my words! Singapore price hikes are coming in the future! - Part 2
https://sg.news.yahoo.com/bus-train-card-fares-adults-increase-6-cents-public-transport-council-090932523.html
We did warn about the price hikes in our previous post. More will come!
https://sg-stock.blogspot.com/2018/08/mark-my-words-singapore-price-hikes-are.html
We did warn about the price hikes in our previous post. More will come!
https://sg-stock.blogspot.com/2018/08/mark-my-words-singapore-price-hikes-are.html
China tourism in the USA is faltering.
http://www.chinadaily.com.cn/a/201809/30/WS5bb0a08ba310eff3032806dc.html
Look like anti-USA sentiment is brewing in China.
The Chinese had reduced their US trips.
Look like anti-USA sentiment is brewing in China.
The Chinese had reduced their US trips.
Trump threatens President Xi prior to G20 meeting.
https://sg.finance.yahoo.com/news/u-plans-more-china-tariffs-trump-xi-meeting-194826425--finance.html
If Trump continues in his antes such as economic threats and military FONs in the South China Sea, President Xi will just cancel the meeting with Trump during the G20 meeting and all the stock markets will continue to fall further.
China is ready to fight a prolonged economic war but Trump is not as he has an election to deal with.
If Trump continues in his antes such as economic threats and military FONs in the South China Sea, President Xi will just cancel the meeting with Trump during the G20 meeting and all the stock markets will continue to fall further.
China is ready to fight a prolonged economic war but Trump is not as he has an election to deal with.
Trump is destroying the semiconductor industry.
https://sg.finance.yahoo.com/news/u-restricts-exports-chinese-semiconductor-firm-181101429--sector.html
Micron tech will suffer because it generates more than 50% sales from China. Is history going to repeat itself? Micron tech collapsed in the past under Singapore PM's wife Ho Ching before it was sold to the USA. Ho Ching caused Micron to lose $500m in the past but Trump will cause Micron to lose more.
Micron tech will suffer because it generates more than 50% sales from China. Is history going to repeat itself? Micron tech collapsed in the past under Singapore PM's wife Ho Ching before it was sold to the USA. Ho Ching caused Micron to lose $500m in the past but Trump will cause Micron to lose more.
Sigh! Another company is leaving SGX.
https://sg.finance.yahoo.com/news/cityneon-gets-1-30-share-232839455.html
It looks like more companies are leaving SGX this year than those wanting to list on SGX.
SGX is fast becoming a derivatives exchange more than a securities exchange.
It looks like more companies are leaving SGX this year than those wanting to list on SGX.
SGX is fast becoming a derivatives exchange more than a securities exchange.
Noble Group warns of another loss.
https://sg.finance.yahoo.com/news/noble-group-warns-another-loss-restructuring-costs-mount-005456757.html
This is a foregone company. Noble won't be able to repay its colossal debt as it is burning cash like hell.
This is a foregone company. Noble won't be able to repay its colossal debt as it is burning cash like hell.
Canadian bitcoin exchange was nothing but a scam.
https://finance.yahoo.com/news/newsflash-canadian-bitcoin-exchange-hacked-202509159.html
It's so easy to scam people by claiming that a hack happened and everything was gone.
This is the danger of investing in a dubious and anonymous financial product. You cannot claim back your money because it is hard to trace your investment.
It's so easy to scam people by claiming that a hack happened and everything was gone.
This is the danger of investing in a dubious and anonymous financial product. You cannot claim back your money because it is hard to trace your investment.
Monday, October 29, 2018
Koufu - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
08/28/18 | DBS Vickers | Koufu | 0.655 | 0.84 | Buy | PER17x FY19 |
Kimly - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/10/17 | Lim & Tan | Kimly | 0.25 | 0 | Subscribe | IPO |
03/13/17 | Amfrasers | Kimly | 0.25 | 0 | Do not subscribe | No competitive advantage |
05/17/17 | UOB Kay Hian | Kimly | 0.44 | 0.48 | Hold | DCF |
08/08/17 | UOB Kay Hian | Kimly | 0.375 | 0.46 | Buy | DCF |
12/07/17 | UOB Kay Hian | Kimly | 0.355 | 0.45 | Buy | DCF, PER22.8x FY18 |
04/16/18 | DMG & Partners | Kimly | 0.34 | 0.43 | Buy | DCF, PER22.8x FY18 |
05/09/18 | DMG & Partners | Kimly | 0.345 | 0.43 | Buy | DCF, PER22.8x FY18 |
06/22/18 | DMG & Partners | Kimly | 0.345 | 0.43 | Buy | DCF |
07/04/18 | DMG & Partners | Kimly | 0.37 | 0.46 | Buy | DCF |
08/10/18 | DMG & Partners | Kimly | 0.335 | 0.46 | Buy | DCF |
09/12/18 | DMG & Partners | Kimly | 0.325 | 0.46 | Buy | DCF |
Kim Heng - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/03/17 | OCBC | Kim Heng | 0.075 | 0.089 | Hold | PB0.8x FY17 |
Stock calls for 29 October 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
10/29/18 | phillip | Cache Logistics | 0.71 | 0.75 | Neutral | DDM |
10/29/18 | OCBC | Cache Logistics | 0.71 | 0.78 | Buy | |
10/29/18 | CIMB | Cache Logistics | 0.71 | 0.78 | Hold | |
10/29/18 | UOB Kay Hian | CapitaCommercial | 1.72 | 2 | Buy | DDM |
10/29/18 | OCBC | CapitaCommercial | 1.72 | 1.68 | Hold | |
10/29/18 | CIMB | CapitaCommercial | 1.72 | 1.9 | Add | |
10/29/18 | Kim Eng | Capitamall Trust | 2.11 | 2.15 | Hold | |
10/29/18 | Kim Eng | Frasers Hospitality Trust | 0.7 | 0.8 | Buy | DDM |
10/29/18 | DBS Vickers | Frasers Hospitality Trust | 0.7 | 0.78 | Buy | DCF |
10/29/18 | OCBC | Golden Agri | 0.255 | 0.24 | Hold | |
10/29/18 | DBS Vickers | Mapletree Commercial | 1.64 | 1.8 | Buy | DCF, PB1.2x |
10/29/18 | OCBC | Mapletree North Asia | 1.13 | 1.34 | Buy | |
10/29/18 | phillip | Sembcorp Marine | 1.61 | 1.65 | Neutral | PB1.6x FY19 |
10/29/18 | DBS Vickers | Sembcorp Marine | 1.61 | 2.4 | Buy | PB2.1x FY18 |
10/29/18 | Lim & Tan | Sembcorp Marine | 1.61 | 0 | Hold | |
10/29/18 | CIMB | Sunningdale | 1.42 | 1.84 | Add | PB0.92x |
10/29/18 | phillip | UOB | 24.07 | 32.52 | Buy | GGM, PB1.4x FY19 |
10/29/18 | DBS Vickers | UOB | 24.07 | 29.5 | Buy | GGM, PB1.3x FY19 |
10/29/18 | DMG & Partners | UOB | 24.07 | 30.8 | Buy | GGM, PB1.41x FY19 |
10/29/18 | CIMB | UOB | 24.07 | 31 | Add | |
10/29/18 | OCBC | UOB | 24.07 | 28.8 | Buy | |
10/29/18 | Jefferies | UOB | 24.07 | 32 | Buy | |
10/29/18 | OCBC | Wing Tai | 1.94 | 2.41 | Buy |
The USD is rising.
We had stated previously that the USD would rise in our previous post below.
http://sg-stock.blogspot.com/2017/12/the-usd-has-been-falling-recently.html
Furthermore, there is a shortage of USD in the world except for USA. Please read our post below to find out more.
http://sg-stock.blogspot.com/2018/10/usd-has-supply-shortage-now.html
Apple's Iphone XR is having lukewarm sales in China.
Look like anti-US movement in China is taking effect and is affecting Apple's sales in China.
http://sg-stock.blogspot.com/2018/10/omg-anti-us-movement-has-started-in.html
Stores selling Apple's iPhones are reporting lukewarm sales in China now.
http://sg-stock.blogspot.com/2018/10/omg-anti-us-movement-has-started-in.html
Stores selling Apple's iPhones are reporting lukewarm sales in China now.
Saturday, October 27, 2018
Lankom Electronics will be forced to delist on 5 Nov.
https://www.businesstimes.com.sg/companies-markets/lankom-electronics-to-be-delisted-on-nov-5
Lankom Electronics will be forced to delist on 5 Nov.
There a number of companies which have delisted from SGX this year and there would be more coming.
Lankom Electronics will be forced to delist on 5 Nov.
There a number of companies which have delisted from SGX this year and there would be more coming.
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