https://thediplomat.com/2017/11/why-the-new-india-singapore-naval-pact-matters/
Singapore is making a big mistake to bring in more foreign powers into ASEAN. There is a saying, "Too many cooks will spoil the broth" which still holds some validity today.
India has been renowned to be anti-China and will definitely sow discords between ASEAN members and China. When that happens, China will put the blame on SG. India has an ulterior motive to contain China through the Strait of Malacca because SG will allow Indian navy to berth at the Changi Naval base. Therefore, if there is a war against China, India can assist the USA to control the Strait of Malacca through SG.
However, this is just a wishful thinking by India because of the emergence of the new Arctic sea lane.
http://sg-stock.blogspot.sg/2017/11/thailand-has-just-lost-many-golden.html
When SG brought USA into ASEAN, the USA also brought along other foreign powers such as Australia, Japan and UK into South China Sea and stirred a lot of troubles in South China Sea. It was the Philippines which stopped the USA from creating more troubles in South China Sea.
http://sg-stock.blogspot.sg/2016/10/philippines-has-finally-realized-who-is.html
http://sg-stock.blogspot.sg/2016/10/duterte-knows-only-china-is-sincere-in.html
http://sg-stock.blogspot.sg/2017/11/trump-offered-to-mediate-on-south-china.html
Do not be lured into thinking that Sino-SG relationship is good because SG and China have just reaffirmed strong bilateral economic ties. China is watching what SG is doing rather than what SG is saying because actions speak louder than words.
http://www.channelnewsasia.com/news/business/singapore-china-reaffirm-strong-bilateral-economic-ties-9470164
Wednesday, December 6, 2017
Tuesday, December 5, 2017
Health alert for seafood consumption (Fish, Prawn, Seashell, etc)
http://www.independent.co.uk/environment/plastic-microparticles-fish-flesh-eaten-humans-food-chain-mackerel-anchovy-mullet-a7860726.html
The sea is heavily polluted now with toxins because humans dump a lot of rubbish and waste in the sea.
Plastic microparticles are consumed by planktons which are eaten by small fishes and then transferred to big fishes. In the end, we're the ones shoving the plastic microparticles down our throats when we consume large amounts of seafood.
Scientists also found that plastic microparticles are present in fowls. Therefore, do not think that land animals are safer than sea animals. We are slowly killing ourselves by polluting the environment and the future generations will suffer the most.
Look like we have to become vegetarians if we want to live healthier. Sigh!
The sea is heavily polluted now with toxins because humans dump a lot of rubbish and waste in the sea.
Plastic microparticles are consumed by planktons which are eaten by small fishes and then transferred to big fishes. In the end, we're the ones shoving the plastic microparticles down our throats when we consume large amounts of seafood.
Scientists also found that plastic microparticles are present in fowls. Therefore, do not think that land animals are safer than sea animals. We are slowly killing ourselves by polluting the environment and the future generations will suffer the most.
Look like we have to become vegetarians if we want to live healthier. Sigh!
China stages drills after US & SK joint exercise.
https://sg.news.yahoo.com/china-stages-drills-warning-us-091301159.html
This is a crystal clear message to the US & SK that China will participate in the war if the Peninsular war breaks out especially when NK is under attack unless NK is the first to launch an attack.
Russia will also participate in the Peninsular war as it has a vested interest because it won't allow USA to take control of NK since Russia is sharing a border with NK.
Therefore, the frequent joint military exercises won't scare NK at all as NK knows that China & Russia will get involved in the war. This war won't be as simple as the US thought.
This is a crystal clear message to the US & SK that China will participate in the war if the Peninsular war breaks out especially when NK is under attack unless NK is the first to launch an attack.
Russia will also participate in the Peninsular war as it has a vested interest because it won't allow USA to take control of NK since Russia is sharing a border with NK.
Therefore, the frequent joint military exercises won't scare NK at all as NK knows that China & Russia will get involved in the war. This war won't be as simple as the US thought.
City Developments - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/04/16 | UOB Kay Hian | City Developments | 7.65 | 10.86 | Buy | |
01/08/16 | DBS Vickers | City Developments | 7.42 | 10.26 | Buy | RNAV (20% discount) |
01/14/16 | Credit Suisse | City Developments | 7.55 | 12 | Outperform | |
01/14/16 | Kim Eng | City Developments | 7.55 | 9.33 | Buy | RNAV (30% discount), PB1x |
01/18/16 | CIMB | City Developments | 7.29 | 10.3 | Add | |
01/26/16 | Deutsche | City Developments | 6.76 | 9.25 | Buy | |
02/16/16 | Credit Suisse | City Developments | 6.88 | 12 | Outperform | |
02/25/16 | Deutsche | City Developments | 7.04 | 9.25 | Buy | RNAV (30% discount) |
02/25/16 | Lim & Tan | City Developments | 7.04 | 9.7 | Buy | Bloomberg consensus |
02/26/16 | CIMB | City Developments | 7.09 | 10.32 | Add | RNAV (25% discount) |
02/26/16 | DBS Vickers | City Developments | 7.09 | 10.26 | Buy | RNAV (20% discount) |
02/26/16 | DMG & Partners | City Developments | 7.09 | 9.22 | Buy | |
02/26/16 | DMG & Partners | City Developments | 7.09 | 9.22 | Buy | RNAV (30% discount) |
02/26/16 | Kim Eng | City Developments | 7.09 | 9.33 | Buy | RNAV (20% discount) |
02/26/16 | UOB Kay Hian | City Developments | 7.09 | 10.86 | Buy | RNAV (20% discount) |
02/29/16 | OCBC | City Developments | 7.2 | 8.67 | Buy | |
03/08/16 | Deutsche | City Developments | 7.7 | 9 | Buy | RNAV (41.6 discount) |
03/10/16 | Kim Eng | City Developments | 7.51 | 9.04 | Buy | RNAV (20% discount) |
03/15/16 | CIMB | City Developments | 7.58 | 10.32 | Add | |
03/16/16 | DBS Vickers | City Developments | 7.5 | 10.26 | Buy | |
03/28/16 | DMG & Partners | City Developments | 7.75 | 9.22 | Buy | |
03/28/16 | UOB Kay Hian | City Developments | 7.75 | 10.86 | Buy | RNAV (20% discount) |
04/04/16 | Kim Eng | City Developments | 8.15 | 9.04 | Buy | |
04/18/16 | CIMB | City Developments | 8.82 | 10.32 | Add | |
04/18/16 | DBS Vickers | City Developments | 8.82 | 10.26 | Buy | |
04/20/16 | Kim Eng | City Developments | 8.85 | 9.84 | Buy | RNAV (20% discount) |
04/22/16 | UOB Kay Hian | City Developments | 9.06 | 10.86 | Buy | |
04/25/16 | Credit Suisse | City Developments | 8.97 | 12 | Outperform | |
04/26/16 | OCBC | City Developments | 8.71 | 9.89 | Buy | |
05/04/16 | DIR | City Developments | 8.21 | 11.22 | Buy | RNAV (20% discount) |
05/12/16 | CIMB | City Developments | 8.04 | 10.32 | Add | RNAV (25% discount) |
05/12/16 | Credit Suisse | City Developments | 8.04 | 11.7 | Buy | RNAV (20% discount) |
05/12/16 | DBS Vickers | City Developments | 8.04 | 9.6 | Buy | RNAV (20% discount) |
05/12/16 | DMG & Partners | City Developments | 8.04 | 9.35 | Buy | |
05/12/16 | Kim Eng | City Developments | 8.04 | 9.82 | Buy | |
05/12/16 | OCBC | City Developments | 8.04 | 9.89 | Buy | |
05/12/16 | UOB Kay Hian | City Developments | 8.04 | 10.86 | Buy | RNAV (20% discount) |
05/30/16 | DIR | City Developments | 8.35 | 11.17 | Buy | Sum of parts (20% discount) |
05/30/16 | Lim & Tan | City Developments | 8.35 | 0 | Buy | |
05/30/16 | UBS | City Developments | 8.35 | 10.05 | Buy | |
06/03/16 | DBS Vickers | City Developments | 8.45 | 9.6 | Buy | |
06/08/16 | UOB Kay Hian | City Developments | 9 | 10.86 | Buy | |
06/09/16 | CIMB | City Developments | 8.85 | 10.32 | Add | |
06/09/16 | Kim Eng | City Developments | 8.85 | 9.82 | Buy | |
06/10/16 | Deutsche | City Developments | 8.8 | 9 | Buy | |
06/15/16 | UOB Kay Hian | City Developments | 8.65 | 10.36 | Buy | |
06/17/16 | DBS Vickers | City Developments | 8.8 | 9.6 | Buy | |
06/27/16 | DMG & Partners | City Developments | 8.31 | 9.04 | Buy | RNAV (30% discount) |
06/30/16 | Kim Eng | City Developments | 8.2 | 8.92 | Hold | RNAV (20% discount) |
07/05/16 | OCBC | City Developments | 8.12 | 9.89 | Buy | |
07/07/16 | Credit Suisse | City Developments | 8.11 | 11.7 | Outperform | |
07/07/16 | DIR | City Developments | 8.11 | 11.21 | Buy | Sum of parts (20% discount) |
07/07/16 | Kim Eng | City Developments | 8.11 | 9.17 | Hold | RNAV (20% discount) |
07/07/16 | UOB Kay Hian | City Developments | 8.11 | 10.36 | Buy | |
07/08/16 | CIMB | City Developments | 8.04 | 10.3 | Add | RNAV (25% discount) |
07/12/16 | Deutsche | City Developments | 8.14 | 9.3 | Buy | |
08/01/16 | DIR | City Developments | 8.51 | 10.93 | Buy | RNAV (20% discount) |
08/11/16 | Lim & Tan | City Developments | 8.89 | 0 | Buy | |
08/11/16 | JP Morgan | City Developments | 8.89 | 10.8 | Overweight | Up from $9.90 |
08/12/16 | CIMB | City Developments | 8.87 | 10.38 | Add | RNAV (25% discount) |
08/12/16 | Credit Suisse | City Developments | 8.87 | 11.5 | Outperform | |
08/12/16 | DIR | City Developments | 8.87 | 10.82 | Buy | RNAV (20% discount) |
08/12/16 | DMG & Partners | City Developments | 8.87 | 9.04 | Take Profit | |
08/12/16 | UOB Kay Hian | City Developments | 8.87 | 10.36 | Buy | RNAV (20% discount) |
08/15/16 | DBS Vickers | City Developments | 8.8 | 9.9 | Buy | RNAV (20% discount) |
09/02/16 | Credit Suisse | City Developments | 8.52 | 11.5 | Outperform | |
09/02/16 | Deutsche | City Developments | 8.52 | 9.8 | Buy | |
09/02/16 | OCBC | City Developments | 8.52 | 9.89 | Buy | |
09/09/16 | DIR | City Developments | 9.11 | 10.82 | Buy | RNAV (20% discount) |
09/09/16 | Kim Eng | City Developments | 9.11 | 9.17 | Hold | |
09/16/16 | CIMB | City Developments | 8.7 | 10.38 | Add | |
09/16/16 | DBS Vickers | City Developments | 8.7 | 9.9 | Buy | |
09/23/16 | Kim Eng | City Developments | 8.96 | 9.43 | Hold | RNAV (20% discount) |
10/04/16 | Credit Suisse | City Developments | 8.98 | 11.5 | Outperform | |
10/05/16 | Kim Eng | City Developments | 9.04 | 9.43 | Hold | |
10/18/16 | CIMB | City Developments | 8.78 | 10.38 | Add | |
10/18/16 | DBS Vickers | City Developments | 8.78 | 9.9 | Buy | |
10/19/16 | DIR | City Developments | 8.77 | 10.84 | Buy | Sum of parts (20% discount) |
10/21/16 | Kim Eng | City Developments | 8.78 | 9.42 | Hold | |
10/24/16 | CIMB | City Developments | 8.77 | 10.4 | Add | RNAV (25% discount) |
10/24/16 | DIR | City Developments | 8.77 | 10.8 | Buy | Sum of parts (20% discount) |
10/24/16 | Lim & Tan | City Developments | 8.77 | 0 | Buy | |
10/24/16 | phillip | City Developments | 8.77 | 9.98 | Accumulate | RNAV (20% discount) |
10/24/16 | UOB Kay Hian | City Developments | 8.77 | 10.36 | Buy | RNAV (20% discount) |
11/01/16 | Credit Suisse | City Developments | 8.49 | 11.5 | Outperform | |
11/11/16 | CIMB | City Developments | 8.6 | 10.4 | Add | RNAV (25% discount) |
11/11/16 | Credit Suisse | City Developments | 8.6 | 11.3 | Outperform | |
11/11/16 | DBS Vickers | City Developments | 8.6 | 9.9 | Buy | RNAV (20% discount) |
11/11/16 | DIR | City Developments | 8.6 | 10.75 | Buy | RNAV (20% discount) |
11/11/16 | DMG & Partners | City Developments | 8.6 | 9.36 | Buy | RNAV (30% discount) |
11/11/16 | Kim Eng | City Developments | 8.6 | 9.42 | Hold | RNAV (20% discount) |
11/11/16 | OCBC | City Developments | 8.6 | 9.89 | Buy | |
11/11/16 | phillip | City Developments | 8.6 | 9.98 | Accumulate | RNAV (20% discount) |
11/11/16 | UOB Kay Hian | City Developments | 8.6 | 10.36 | Buy | RNAV (20% discount) |
12/01/16 | UBS | City Developments | 8.44 | 9.9 | Buy | |
12/02/16 | DMG & Partners | City Developments | 8.37 | 9.36 | Buy | |
12/06/16 | CIMB | City Developments | 8.4 | 10.4 | Add | |
12/06/16 | Kim Eng | City Developments | 8.4 | 8.9 | Hold | |
12/07/16 | Credit Suisse | City Developments | 8.46 | 11.3 | Outperform | |
12/07/16 | Deutsche | City Developments | 8.46 | 9.8 | Buy | |
12/08/16 | Lim & Tan | City Developments | 8.43 | 0 | Buy | |
12/09/16 | OCBC | City Developments | 8.49 | 9.89 | Buy | |
12/13/16 | UOB Kay Hian | City Developments | 8.43 | 10.36 | Buy | |
12/15/16 | DBS Vickers | City Developments | 8.38 | 9.9 | Buy | RNAV (20% discount) |
01/03/17 | DMG & Partners | City Developments | 8.28 | 9.36 | Buy | RNAV (30% discount) |
01/04/17 | UOB Kay Hian | City Developments | 8.31 | 10.36 | Buy | |
01/05/17 | Credit Suisse | City Developments | 8.39 | 11.3 | Outperform | |
01/09/17 | DBS Vickers | City Developments | 8.47 | 9.9 | Buy | RNAV (20% discount) |
01/11/17 | Kim Eng | City Developments | 8.64 | 8.9 | Hold | |
01/12/17 | CIMB | City Developments | 8.69 | 10.4 | Add | |
01/13/17 | DIR | City Developments | 8.73 | 10.75 | Buy | Sum of parts (20% discount) |
01/17/17 | DMG & Partners | City Developments | 8.86 | 9.7 | Buy | RNAV (30% discount) |
02/03/17 | DMG & Partners | City Developments | 9.26 | 9.7 | Buy | RNAV (30% discount) |
02/06/17 | phillip | City Developments | 9.42 | 9.98 | Accumulate | |
02/08/17 | Credit Suisse | City Developments | 9.59 | 11.3 | Outperform | |
02/17/17 | DBS Vickers | City Developments | 9.17 | 9.9 | Buy | |
02/17/17 | Deutsche | City Developments | 9.17 | 10.8 | Buy | |
02/24/17 | CIMB | City Developments | 9.66 | 10.51 | Add | RNAV (25% discount) |
02/24/17 | Credit Suisse | City Developments | 9.66 | 11.6 | Outperform | |
02/24/17 | DBS Vickers | City Developments | 9.66 | 10.52 | Buy | RNAV (20% discount) |
02/24/17 | Deutsche | City Developments | 9.66 | 10.8 | Buy | |
02/24/17 | DIR | City Developments | 9.66 | 10.9 | Buy | |
02/24/17 | DMG & Partners | City Developments | 9.66 | 10.5 | Buy | RNAV (25% discount) |
02/24/17 | Kim Eng | City Developments | 9.66 | 9 | Hold | RNAV (25% discount) |
02/24/17 | Lim & Tan | City Developments | 9.66 | 0 | Buy | |
02/24/17 | OCBC | City Developments | 9.66 | 10.5 | Buy | |
02/24/17 | phillip | City Developments | 9.66 | 10.4 | Accumulate | RNAV (20% discount) |
02/24/17 | UOB Kay Hian | City Developments | 9.66 | 10.36 | Hold | RNAV (20% discount), Buy @ $8.80 |
03/13/17 | CIMB | City Developments | 10.15 | 10.51 | Add | |
03/13/17 | Credit Suisse | City Developments | 10.15 | 11.6 | Outperform | |
03/13/17 | Kim Eng | City Developments | 10.15 | 9 | Hold | |
03/13/17 | UOB Kay Hian | City Developments | 10.15 | 11.4 | Buy | |
03/14/17 | UBS | City Developments | 10.5 | 11.5 | Buy | |
03/16/17 | Kim Eng | City Developments | 10.23 | 9.8 | Hold | |
03/23/17 | DMG & Partners | City Developments | 10.23 | 11.3 | Buy | RNAV (20% discount) |
04/27/17 | phillip | City Developments | 10.72 | 10.4 | Accumulate | |
04/27/17 | JP Morgan | City Developments | 10.72 | 12.3 | Overweight | |
05/12/17 | CIMB | City Developments | 10.85 | 11.63 | Add | RNAV (20% discount) |
05/12/17 | Credit Suisse | City Developments | 10.85 | 11.9 | Outperform | |
05/12/17 | Deutsche | City Developments | 10.85 | 12.7 | Buy | |
05/12/17 | DIR | City Developments | 10.85 | 11.43 | Outperform | RNAV (20% discount) |
05/12/17 | DMG & Partners | City Developments | 10.85 | 11.3 | Take Profit | |
05/12/17 | Kim Eng | City Developments | 10.85 | 9.8 | Hold | RNAV (18% discount) |
05/12/17 | UOB Kay Hian | City Developments | 10.85 | 11.4 | Hold | RNAV (12% discount) |
05/15/17 | DBS Vickers | City Developments | 10.58 | 12.63 | Buy | RNAV, PB1.2x |
05/15/17 | OCBC | City Developments | 10.58 | 10.5 | Hold | |
05/15/17 | phillip | City Developments | 10.58 | 11.07 | Accumulate | RNAV (15% discount) |
05/29/17 | Kim Eng | City Developments | 10.6 | 12.05 | Buy | RNAV (11% discount) |
06/09/17 | Deutsche | City Developments | 10.76 | 12.7 | Buy | Sum of parts |
06/16/17 | CIMB | City Developments | 10.63 | 11.63 | Add | |
06/16/17 | Kim Eng | City Developments | 10.63 | 12.05 | Buy | |
07/11/17 | Kim Eng | City Developments | 10.82 | 12.05 | Buy | |
07/18/17 | JP Morgan | City Developments | 10.97 | 12.3 | Overweight | |
07/27/17 | DBS Vickers | City Developments | 11.26 | 12.63 | Buy | RNAV (15% discount), PB1.2x |
08/11/17 | OCBC | City Developments | 11.67 | 10.5 | Hold | |
08/14/17 | phillip | City Developments | 11.14 | 12.1 | Accumulate | RNAV (15% discount) |
08/14/17 | UOB Kay Hian | City Developments | 11.14 | 11.4 | Hold | RNAV (12% discount), Buy @ $9.7 |
08/14/17 | OCBC | City Developments | 11.14 | 12.39 | Buy | |
08/14/17 | CIMB | City Developments | 11.14 | 12.54 | Add | RNAV (20% discount) |
08/14/17 | Kim Eng | City Developments | 11.14 | 12.05 | Buy | RNAV (11% discount) |
08/15/17 | Credit Suisse | City Developments | 11.53 | 12.7 | Outperform | |
08/15/17 | DBS Vickers | City Developments | 11.53 | 12.63 | Buy | RNAV, PB1.2x |
09/05/17 | CIMB | City Developments | 11.65 | 12.54 | Add | |
09/12/17 | DBS Vickers | City Developments | 11.58 | 12.63 | Buy | |
09/18/17 | UOB Kay Hian | City Developments | 11.25 | 11.4 | Hold | |
09/25/17 | Kim Eng | City Developments | 11.23 | 12.05 | Buy | |
09/28/17 | OCBC | City Developments | 11.29 | 12.39 | Buy | |
09/29/17 | DIR | City Developments | 11.19 | 12.82 | Outperform | Sum of parts |
10/03/17 | CIMB | City Developments | 11.48 | 12.54 | Add | |
10/05/17 | DIR | City Developments | 11.42 | 12.85 | Outperform | RNAV (10% discount) |
10/06/17 | Lim & Tan | City Developments | 11.41 | 0 | Buy | |
10/09/17 | OCBC | City Developments | 11.6 | 12.9 | Buy | |
10/09/17 | Kim Eng | City Developments | 11.6 | 13.6 | Buy | RNAV |
10/10/17 | phillip | City Developments | 11.75 | 12.1 | Accumulate | RNAV (15% discount) |
10/11/17 | DBS Vickers | City Developments | 11.85 | 12.63 | Buy | RNAV, PB1.2x |
11/10/17 | Kim Eng | City Developments | 12.14 | 13.8 | Buy | RNAV |
11/10/17 | UOB Kay Hian | City Developments | 12.14 | 11.4 | Hold | RNAV (12% discount), Buy @ $9.7 |
11/10/17 | CIMB | City Developments | 12.14 | 13.15 | Add | RNAV (20% discount) |
11/10/17 | DBS Vickers | City Developments | 12.14 | 14.03 | Buy | RNAV, PB1.2x |
11/13/17 | phillip | City Developments | 12.2 | 12.1 | Accumulate | RNAV (15% discount), Potential upside $13.50 |
11/13/17 | OCBC | City Developments | 12.2 | 13.5 | Buy | |
11/20/17 | Lim & Tan | City Developments | 12.11 | 0 | Buy | |
11/27/17 | DBS Vickers | City Developments | 12.24 | 14.03 | Buy | RNAV, PB1.2x |
11/27/17 | Macquarie | City Developments | 12.24 | 14.05 | Outperform | |
12/01/17 | UOB Kay Hian | City Developments | 12.11 | 14.03 | Buy |
Citic Envirotech - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/26/16 | DBS Vickers | Citic Envirotech | 1.385 | 1.6 | Buy | |
02/17/16 | DBS Vickers | Citic Envirotech | 1.4 | 1.4 | Hold | |
02/23/16 | OCBC | Citic Envirotech | 1.42 | 1.4 | Hold | |
02/24/16 | CIMB | Citic Envirotech | 1.43 | 1.61 | Add | DCF |
02/24/16 | DBS Vickers | Citic Envirotech | 1.43 | 1.55 | Hold | |
02/25/16 | OCBC | Citic Envirotech | 1.435 | 1.48 | Hold | PER23x FY16 |
03/29/16 | OCBC | Citic Envirotech | 1.44 | 1.48 | Hold | PER23x FY16 |
04/15/16 | CIMB | Citic Envirotech | 1.33 | 1.61 | Add | DCF |
04/20/16 | DBS Vickers | Citic Envirotech | 1.39 | 1.55 | Hold | |
04/20/16 | OCBC | Citic Envirotech | 1.39 | 1.48 | Hold | PER23x FY16 |
05/03/16 | OCBC | Citic Envirotech | 1.395 | 1.48 | Hold | PER23x FY16 |
07/28/16 | CIMB | Citic Envirotech | 1.25 | 1.52 | Add | DCF |
10/28/16 | DBS Vickers | Citic Envirotech | 1.26 | 1.2 | Hold | |
12/06/16 | CIMB | Citic Envirotech | 1.27 | 1.52 | Add | DCF |
02/14/17 | DBS Vickers | Citic Envirotech | 0.82 | 0.8 | Hold | Sum of parts, Stock split 1 into 2 |
03/02/17 | CIMB | Citic Envirotech | 0.77 | 0.93 | Add | DCF |
03/02/17 | DBS Vickers | Citic Envirotech | 0.77 | 0.92 | Buy | Sum of parts |
03/29/17 | UOB Kay Hian | Citic Envirotech | 0.83 | 1.1 | Buy | DCF |
04/03/17 | UOB Kay Hian | Citic Envirotech | 0.83 | 1.1 | Buy | DCF |
04/27/17 | CIMB | Citic Envirotech | 0.785 | 0.93 | Add | DCF |
05/03/17 | UOB Kay Hian | Citic Envirotech | 0.77 | 1.1 | Buy | |
07/03/17 | UOB Kay Hian | Citic Envirotech | 0.73 | 1.1 | Buy | DCF |
08/08/17 | UOB Kay Hian | Citic Envirotech | 0.715 | 1.1 | Buy | DCF |
09/05/17 | UOB Kay Hian | Citic Envirotech | 0.735 | 1.1 | Buy | DCF |
10/04/17 | UOB Kay Hian | Citic Envirotech | 0.745 | 1.1 | Buy | DCF |
10/11/17 | DBS Vickers | Citic Envirotech | 0.735 | 0.8 | Hold | PER25x |
11/02/17 | UOB Kay Hian | Citic Envirotech | 0.79 | 1.1 | Buy | DCF |
Stock calls for 5 December 2017
Date | Analyst | Company | Last | Target | Call | Valuation |
12/05/17 | OCBC | OUE Commercial | 0.71 | 0.67 | Hold | |
12/05/17 | UOB Kay Hian | SPH | 2.79 | 2.42 | Sell | Sum of parts |
12/05/17 | Lim & Tan | SPH | 2.79 | 0 | Hold |
Billionaire Robert Kuok's daughter HK store was robbed yesterday.
http://www.themalaysiantimes.com.my/handbags-worth-us184000-stolen-robert-kuoks-daughters-shop/
We stated that HK security was getting from bad to worse in our previous post last month. Then, another robbery happened yesterday.
Be careful when you visit HK!
http://sg-stock.blogspot.sg/2017/11/hong-kong-security-is-getting-worst.html
We stated that HK security was getting from bad to worse in our previous post last month. Then, another robbery happened yesterday.
Be careful when you visit HK!
http://sg-stock.blogspot.sg/2017/11/hong-kong-security-is-getting-worst.html
Monday, December 4, 2017
Chip Eng Seng - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/14/16 | phillip | Chip Eng Seng | 0.685 | 0.72 | Accumulate | RNAV (50% discount) |
05/09/16 | phillip | Chip Eng Seng | 0.645 | 0.72 | Accumulate | RNAV (50% discount) |
08/19/16 | phillip | Chip Eng Seng | 0.63 | 0.72 | Accumulate | |
11/14/16 | phillip | Chip Eng Seng | 0.625 | 0.72 | Accumulate | RNAV (50% discount) |
02/21/17 | phillip | Chip Eng Seng | 0.72 | 0.81 | Accumulate | RNAV (50% discount) |
03/07/17 | phillip | Chip Eng Seng | 0.725 | 0.87 | Accumulate | RNAV (50% discount) |
05/08/17 | phillip | Chip Eng Seng | 0.7 | 0.9 | Buy | RNAV (50% discount) |
08/10/17 | phillip | Chip Eng Seng | 0.73 | 0.9 | Buy | RNAV (50% discount) |
10/17/17 | DBS Vickers | Chip Eng Seng | 0.9 | 1.18 | Buy | Sum of parts |
11/03/17 | DBS Vickers | Chip Eng Seng | 0.97 | 1.18 | Buy | Sum of parts |
11/09/17 | phillip | Chip Eng Seng | 0.96 | 1.21 | Buy | RNAV (40% discount) |
China Sunsine - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/03/16 | Amfrasers | China Sunsine | 0.335 | 0.54 | Buy | PER8x FY16 |
04/28/16 | Amfrasers | China Sunsine | 0.375 | 0.54 | Buy | PER8x FY16 |
08/12/16 | Amfrasers | China Sunsine | 0.4 | 0.6 | Buy | PER8x FY16 |
09/21/16 | Amfrasers | China Sunsine | 0.41 | 0.6 | Buy | PER8x FY16 |
11/10/16 | Amfrasers | China Sunsine | 0.445 | 0.73 | Buy | PER8x FY17 |
06/05/17 | NRA | China Sunsine | 0.785 | 1.245 | Overweight | PER12x FY17 |
10/27/17 | Amfrasers | China Sunsine | 1 | 1.39 | Buy | PER10x FY18 |
China Jinjiang - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/22/17 | CIMB | China Jinjiang | 0.845 | 1.1 | Add | DCF |
04/27/17 | CIMB | China Jinjiang | 0.91 | 1.1 | Add | DCF |
05/26/17 | CIMB | China Jinjiang | 0.89 | 1.1 | Add | DCF |
08/21/17 | CIMB | China Jinjiang | 0.79 | 1.1 | Add | DCF |
China Everbright - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/26/16 | Deutsche | China Everbright | 0.43 | 1 | Buy | |
02/22/16 | Deutsche | China Everbright | 0.475 | 0.8 | Buy | DCF |
02/23/16 | CIMB | China Everbright | 0.5 | 0.81 | Add | DCF |
02/23/16 | DMG & Partners | China Everbright | 0.5 | 0.82 | Buy | DCF, PER23.5x FY16 |
04/13/16 | DBS Vickers | China Everbright | 0.555 | 0.64 | Buy | PER25x |
04/20/16 | DBS Vickers | China Everbright | 0.63 | 0.69 | Buy | |
05/09/16 | phillip | China Everbright | 0.64 | 0.73 | Accumulate | PER19.3x |
05/16/16 | CIMB | China Everbright | 0.67 | 0.81 | Add | DCF |
05/17/16 | DBS Vickers | China Everbright | 0.66 | 0.69 | Buy | |
06/13/16 | DBS Vickers | China Everbright | 0.645 | 0.69 | Buy | |
07/15/16 | CIMB | China Everbright | 0.66 | 0.81 | Add | DCF |
08/10/16 | CIMB | China Everbright | 0.6 | 0.67 | Hold | DCF |
08/10/16 | DBS Vickers | China Everbright | 0.6 | 0.66 | Buy | PER26x FY16 |
08/10/16 | DMG & Partners | China Everbright | 0.6 | 0.8 | Buy | DCF |
08/10/16 | phillip | China Everbright | 0.6 | 0.69 | Accumulate | PER19.2x |
11/16/16 | phillip | China Everbright | 0.535 | 0.63 | Accumulate | PER19.8x |
12/06/16 | CIMB | China Everbright | 0.495 | 0.54 | Hold | DCF |
12/07/16 | Deutsche | China Everbright | 0.495 | 0.7 | Buy | |
01/03/17 | DMG & Partners | China Everbright | 0.5 | 0.62 | Buy | |
02/27/17 | phillip | China Everbright | 0.435 | 0.56 | Buy | PER17.4x |
02/28/17 | DMG & Partners | China Everbright | 0.44 | 0.54 | Buy | DCF |
03/13/17 | DBS Vickers | China Everbright | 0.44 | 0.64 | Buy | PER24x |
03/30/17 | DMG & Partners | China Everbright | 0.475 | 0.54 | Buy | |
04/03/17 | DBS Vickers | China Everbright | 0.475 | 0.64 | Buy | |
05/15/17 | DBS Vickers | China Everbright | 0.48 | 0.64 | Buy | PER24x |
05/15/17 | phillip | China Everbright | 0.48 | 0.57 | Accumulate | PER16.7x |
08/08/17 | DMG & Partners | China Everbright | 0.475 | 0.54 | Buy | DCF |
08/10/17 | phillip | China Everbright | 0.485 | 0.61 | Buy | PER17.1x |
08/10/17 | DBS Vickers | China Everbright | 0.485 | 0.65 | Buy | PER24x FY18 |
10/11/17 | DBS Vickers | China Everbright | 0.465 | 0.65 | Buy | PER24x FY18 |
10/20/17 | phillip | China Everbright | 0.46 | 0.54 | Buy | PER15.9x |
11/15/17 | DMG & Partners | China Everbright | 0.45 | 0.54 | Buy | DCF |
11/17/17 | phillip | China Everbright | 0.445 | 0.59 | Buy | PER17.4x FY18 |
Stock calls for 4 December 2017
Date | Analyst | Company | Last | Target | Call | Valuation |
12/04/17 | Kim Eng | Best World | 1.26 | 1.88 | Buy | PER19x FY18, PEG0.7x |
12/04/17 | Phillip | CapitaRetail China | 1.64 | 1.66 | Neutral | DDM |
12/04/17 | phillip | Dairy Farm | 8.08 | 9.89 | Buy | |
12/04/17 | phillip | F & N | 2.58 | 2.83 | Accumulate | |
12/04/17 | CIMB | First Resources | 1.88 | 2.13 | Add | |
12/04/17 | Lim & Tan | Keppel Corp | 7.76 | 0 | Buy | |
12/04/17 | Phillip | Mapletree Industrial | 1.99 | 2.06 | Hold | |
12/04/17 | OCBC | Mapletree Industrial | 1.99 | 2.06 | Hold | |
12/04/17 | phillip | Old Chang Kee | 0.76 | 0.98 | Buy | |
12/04/17 | UOB Kay Hian | SATS | 5.24 | 6 | Buy | |
12/04/17 | UOB Kay Hian | Sembcorp Marine | 1.87 | 2.1 | Buy | PB1.6x FY19 |
12/04/17 | Amfrasers | Sembcorp Marine | 1.87 | 2.05 | Hold | |
12/04/17 | DMG & Partners | SGX | 7.55 | 9 | Buy | PER24x FY19 |
12/04/17 | phillip | Sheng Siong | 0.935 | 1.18 | Buy | |
12/04/17 | DBS Vickers | Singapore Post | 1.28 | 1.23 | Hold | |
12/04/17 | Phillip | Thai Beverage | 0.96 | 1.18 | Buy |
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