Date | Analyst | Company | Last | Target | Call | Valuation |
01/08/16 | DBS Vickers | Keppel DC Reit | 1.01 | 1.14 | Buy | DCF |
01/08/16 | Phillip | Keppel DC Reit | 1.01 | 1.13 | Accumulate | DDM |
01/15/16 | Credit Suisse | Keppel DC Reit | 1.01 | 1.13 | Outperform | |
01/15/16 | Lim & Tan | Keppel DC Reit | 1.01 | 0 | Hold | |
01/15/16 | OCBC | Keppel DC Reit | 1.01 | 1.24 | Buy | |
01/22/16 | CIMB | Keppel DC Reit | 0.98 | 1.18 | Add | DDM |
01/26/16 | Deutsche | Keppel DC Reit | 0.96 | 1.15 | Buy | |
03/07/16 | CIMB | Keppel DC Reit | 1.06 | 1.18 | Add | DDM |
03/24/16 | Deutsche | Keppel DC Reit | 1.075 | 1.15 | Buy | |
04/05/16 | Deutsche | Keppel DC Reit | 1.045 | 1.15 | Buy | |
04/13/16 | Kim Eng | Keppel DC Reit | 1.055 | 1.14 | Not Rated | |
04/14/16 | CIMB | Keppel DC Reit | 1.065 | 1.18 | Add | DDM |
04/14/16 | DBS Vickers | Keppel DC Reit | 1.065 | 1.14 | Buy | DCF |
04/14/16 | Lim & Tan | Keppel DC Reit | 1.065 | 0 | Hold | |
04/14/16 | OCBC | Keppel DC Reit | 1.065 | 1.24 | Buy | |
04/14/16 | Phillip | Keppel DC Reit | 1.065 | 1.13 | Accumulate | DDM |
04/15/16 | Credit Suisse | Keppel DC Reit | 1.07 | 1.13 | Outperform | |
05/17/16 | CIMB | Keppel DC Reit | 1.075 | 1.18 | Add | |
05/17/16 | Deutsche | Keppel DC Reit | 1.075 | 1.15 | Buy | |
06/20/16 | Deutsche | Keppel DC Reit | 1.075 | 1.15 | Buy | |
06/20/16 | JP Morgan | Keppel DC Reit | 1.075 | 1.15 | Overweight | |
06/22/16 | OCBC | Keppel DC Reit | 1.085 | 1.24 | Buy | |
07/08/16 | Phillip | Keppel DC Reit | 1.165 | 1.13 | Neutral | DDM |
07/19/16 | CIMB | Keppel DC Reit | 1.17 | 1.27 | Add | PB1.4x |
07/19/16 | Credit Suisse | Keppel DC Reit | 1.17 | 1.23 | Outperform | |
07/19/16 | DBS Vickers | Keppel DC Reit | 1.17 | 1.22 | Buy | |
07/19/16 | JP Morgan | Keppel DC Reit | 1.17 | 1.2 | Overweight | |
07/19/16 | Lim & Tan | Keppel DC Reit | 1.17 | 0 | Hold | |
07/19/16 | OCBC | Keppel DC Reit | 1.17 | 1.27 | Buy | |
07/26/16 | Deutsche | Keppel DC Reit | 1.17 | 1.15 | Buy | |
08/04/16 | CIMB | Keppel DC Reit | 1.19 | 1.27 | Add | DDM |
08/12/16 | OCBC | Keppel DC Reit | 1.205 | 1.27 | Buy | |
08/15/16 | CIMB | Keppel DC Reit | 1.185 | 1.29 | Add | DDM |
08/15/16 | OCBC | Keppel DC Reit | 1.185 | 1.3 | Buy | |
08/16/16 | DBS Vickers | Keppel DC Reit | 1.195 | 1.22 | Buy | |
08/18/16 | Phillip | Keppel DC Reit | 1.19 | 1.26 | Accumulate | DDM |
08/31/16 | Credit Suisse | Keppel DC Reit | 1.2 | 1.23 | Outperform | |
09/02/16 | Lim & Tan | Keppel DC Reit | 1.205 | 0 | Hold | |
09/06/16 | CIMB | Keppel DC Reit | 1.195 | 1.29 | Add | |
10/12/16 | Phillip | Keppel DC Reit | 1.225 | 1.29 | Accumulate | DDM |
10/18/16 | CIMB | Keppel DC Reit | 1.225 | 1.33 | Add | DDM |
10/18/16 | JP Morgan | Keppel DC Reit | 1.225 | 1.25 | Overweight | |
10/18/16 | Lim & Tan | Keppel DC Reit | 1.225 | 0 | Buy on weakness | |
10/18/16 | OCBC | Keppel DC Reit | 1.225 | 1.35 | Buy | |
10/18/16 | Phillip | Keppel DC Reit | 1.225 | 1.26 | Accumulate | DDM |
11/01/16 | Credit Suisse | Keppel DC Reit | 1.245 | 1.31 | Outperform | |
11/04/16 | CIMB | Keppel DC Reit | 1.24 | 1.33 | Add | |
11/08/16 | OCBC | Keppel DC Reit | 1.215 | 1.35 | Buy | |
11/11/16 | Phillip | Keppel DC Reit | 1.21 | 1.26 | Accumulate | |
11/16/16 | Deutsche | Keppel DC Reit | 1.165 | 1.3 | Buy | |
11/16/16 | JP Morgan | Keppel DC Reit | 1.165 | 1.2 | Overweight | |
11/29/16 | DBS Vickers | Keppel DC Reit | 1.21 | 1.33 | Buy | DCF |
12/07/16 | CIMB | Keppel DC Reit | 1.225 | 1.22 | Hold | |
12/07/16 | Deutsche | Keppel DC Reit | 1.225 | 1.3 | Buy | |
12/07/16 | OCBC | Keppel DC Reit | 1.225 | 1.35 | Buy | |
01/09/17 | CIMB | Keppel DC Reit | 1.23 | 1.18 | Hold | DDM |
01/09/17 | DBS Vickers | Keppel DC Reit | 1.23 | 1.33 | Buy | DCF |
01/24/17 | CIMB | Keppel DC Reit | 1.215 | 1.21 | Hold | DDM |
01/24/17 | Lim & Tan | Keppel DC Reit | 1.215 | 0 | Hold | |
01/24/17 | OCBC | Keppel DC Reit | 1.215 | 1.39 | Buy | |
01/25/17 | Credit Suisse | Keppel DC Reit | 1.205 | 1.31 | Outperform | |
01/25/17 | DBS Vickers | Keppel DC Reit | 1.205 | 1.3 | Buy | DCF |
01/25/17 | Phillip | Keppel DC Reit | 1.205 | 1.15 | Hold | DDM, PB1.21x FY17 |
02/17/17 | JP Morgan | Keppel DC Reit | 1.165 | 1.25 | Overweight | |
02/20/17 | Phillip | Keppel DC Reit | 1.175 | 1.15 | Neutral | |
02/28/17 | Deutsche | Keppel DC Reit | 1.165 | 1.2 | Hold | |
03/01/17 | CIMB | Keppel DC Reit | 1.18 | 1.21 | Add | DDM |
03/06/17 | OCBC | Keppel DC Reit | 1.165 | 1.39 | Buy | |
03/17/17 | DBS Vickers | Keppel DC Reit | 1.195 | 1.3 | Buy | |
04/03/17 | OCBC | Keppel DC Reit | 1.2 | 1.39 | Buy | |
04/07/17 | Lim & Tan | Keppel DC Reit | 1.215 | 0 | Buy | |
04/18/17 | CIMB | Keppel DC Reit | 1.225 | 1.26 | Add | DDM |
04/18/17 | Credit Suisse | Keppel DC Reit | 1.225 | 1.31 | Outperform | |
04/18/17 | Lim & Tan | Keppel DC Reit | 1.225 | 0 | Hold | |
04/18/17 | Phillip | Keppel DC Reit | 1.225 | 1.15 | Neutral | DDM |
05/08/17 | Phillip | Keppel DC Reit | 1.24 | 1.15 | Neutral | |
05/18/17 | DBS Vickers | Keppel DC Reit | 1.23 | 1.3 | Buy | |
05/29/17 | OCBC | Keppel DC Reit | 1.28 | 1.39 | Buy | |
06/22/17 | Deutsche | Keppel DC Reit | 1.26 | 1.2 | Hold | |
07/18/17 | Phillip | Keppel DC Reit | 1.32 | 1.28 | Hold | DDM, PB1.35x FY17 |
07/18/17 | Credit Suisse | Keppel DC Reit | 1.32 | 1.47 | Outperform | |
07/18/17 | OCBC | Keppel DC Reit | 1.32 | 1.39 | Buy | DDM |
07/18/17 | CIMB | Keppel DC Reit | 1.32 | 1.28 | Hold | DDM |
07/19/17 | DBS Vickers | Keppel DC Reit | 1.33 | 1.4 | Buy | |
08/18/17 | Phillip | Keppel DC Reit | 1.275 | 1.28 | Neutral | DDM, PB1.35x FY17 |
08/22/17 | OCBC | Keppel DC Reit | 1.285 | 1.39 | Buy | |
09/04/17 | CIMB | Keppel DC Reit | 1.285 | 1.28 | Hold | |
09/13/17 | DBS Vickers | Keppel DC Reit | 1.295 | 1.44 | Buy | |
09/14/17 | Phillip | Keppel DC Reit | 1.29 | 1.31 | Neutral | DDM, PB1.37x FY17 |
09/14/17 | Lim & Tan | Keppel DC Reit | 1.29 | 0 | Hold | |
09/26/17 | CIMB | Keppel DC Reit | 1.305 | 1.36 | Add | |
10/17/17 | Phillip | Keppel DC Reit | 1.35 | 1.36 | Neutral | DDM, PB1.42x FY17 |
10/17/17 | OCBC | Keppel DC Reit | 1.35 | 1.39 | Buy | |
10/17/17 | Lim & Tan | Keppel DC Reit | 1.35 | 0 | Hold | |
10/17/17 | CIMB | Keppel DC Reit | 1.35 | 1.37 | Hold | |
10/19/17 | DBS Vickers | Keppel DC Reit | 1.345 | 1.44 | Buy | DCF |
11/20/17 | OCBC | Keppel DC Reit | 1.4 | 1.5 | Buy | PB1.47x FY18 |
Friday, January 19, 2018
Keppel DC Reit - Stock calls
Stock calls for 19 January 2018
Date | Analyst | Company | Last | Target | Call | Percent | Valuation |
01/19/18 | UOB Kay Hian | A-Reit | 2.77 | 3.05 | Buy | 10.11 | |
01/19/18 | Kim Eng | A-Reit | 2.77 | 3 | Buy | 8.30 | |
01/19/18 | Kim Eng | Cache Logistics | 0.875 | 0.9 | Hold | 2.86 | DDM |
01/19/18 | CIMB | Cache Logistics | 0.875 | 0.85 | Hold | -2.86 | DDM |
01/19/18 | UOB Kay Hian | CapitaCommercial | 1.92 | 2.09 | Buy | 8.85 | |
01/19/18 | CIMB | Comfortdelgro | 2.01 | 2.15 | Hold | 6.97 | |
01/19/18 | CIMB | First Reit | 1.41 | 1.44 | Hold | 2.13 | DDM |
01/19/18 | OCBC | First Reit | 1.41 | 1.48 | Buy | 4.96 | |
01/19/18 | DBS Vickers | Frasers Commercial Trust | 1.51 | 1.71 | Buy | 13.25 | DCF |
01/19/18 | Kim Eng | Mapletree Industrial | 2.11 | 2.1 | Buy | -0.47 | |
01/19/18 | DBS Vickers | Soilbuild Reit | 0.7 | 0.62 | Hold | -11.43 | DCF |
01/19/18 | Lim & Tan | Soilbuild Reit | 0.7 | 0 | Hold | -100.00 | |
01/19/18 | Lim & Tan | Venture | 23.15 | 0 | Buy | -100.00 | |
01/19/18 | UOB Kay Hian | Wing Tai | 2.34 | 2.78 | Buy | 18.80 |
Hot news! Japan will release its own cryptocurrency in March 2018.
https://www.investopedia.com/news/japans-biggest-bank-releasing-its-own-cryptocurrency-march/?partner=YahooSA&yptr=yahoo
This is the first official cryptocurrency which cannot be mined by others in Japan.
Since this is a government-issued cryptocurrency, there won't be anonymity for this cryptocurrency which is in line with the upcoming G20 summit discussion in March 2018.
The timing for the launch is uncanny because G20 is also held in March 2018.
This is the first official cryptocurrency which cannot be mined by others in Japan.
Since this is a government-issued cryptocurrency, there won't be anonymity for this cryptocurrency which is in line with the upcoming G20 summit discussion in March 2018.
The timing for the launch is uncanny because G20 is also held in March 2018.
Thursday, January 18, 2018
Keppel Corp - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/04/16 | DMG & Partners | Keppel Corp | 6.51 | 10 | Buy | |
01/06/16 | Macquarie | Keppel Corp | 6.45 | 5.3 | Underperform | PB0.9x |
01/08/16 | Kim Eng | Keppel Corp | 5.82 | 7.7 | Hold | |
01/08/16 | Nomura | Keppel Corp | 5.82 | 5.67 | Reduce | |
01/08/16 | UOB Kay Hian | Keppel Corp | 5.82 | 6.3 | Hold | PB0.85x |
01/12/16 | Lim & Tan | Keppel Corp | 5.54 | 0 | Buy | |
01/13/16 | Amfrasers | Keppel Corp | 5.15 | 7.16 | Hold | |
01/19/16 | DMG & Partners | Keppel Corp | 4.85 | 8.08 | Buy | Sum of parts, PB2.5x, PER8x FY16 |
01/19/16 | Nomura | Keppel Corp | 4.85 | 5.05 | Neutral | Sum of parts |
01/20/16 | Kim Eng | Keppel Corp | 5.18 | 4.24 | Sell | Sum of parts |
01/22/16 | Amfrasers | Keppel Corp | 4.8 | 4.26 | Sell | Sum of parts |
01/22/16 | CIMB | Keppel Corp | 4.8 | 4.39 | Hold | RNAV (30% discount) |
01/22/16 | Credit Suisse | Keppel Corp | 4.8 | 5.1 | Neutral | |
01/22/16 | DIR | Keppel Corp | 4.8 | 5.4 | Outperform | Sum of parts |
01/22/16 | Lim & Tan | Keppel Corp | 4.8 | 0 | Buy | |
01/22/16 | OCBC | Keppel Corp | 4.8 | 4.38 | Hold | Sum of parts (10% discount), PB0.7x |
01/22/16 | UOB Kay Hian | Keppel Corp | 4.8 | 6.05 | Buy | PB0.85x |
01/25/16 | DBS Vickers | Keppel Corp | 5.02 | 5.25 | Hold | RNAV (10% discount) |
01/26/16 | Deutsche | Keppel Corp | 4.81 | 7 | Hold | |
01/28/16 | Deutsche | Keppel Corp | 4.75 | 4.8 | Hold | |
01/28/16 | Kim Eng | Keppel Corp | 4.75 | 4.24 | Sell | Sum of parts |
02/03/16 | DIR | Keppel Corp | 4.9 | 5.4 | Outperform | Sum of parts |
02/22/16 | OCBC | Keppel Corp | 5.34 | 4.38 | Hold | |
03/07/16 | UOB Kay Hian | Keppel Corp | 6.1 | 6.6 | Buy | |
03/09/16 | Amfrasers | Keppel Corp | 5.77 | 4.26 | Sell | |
03/09/16 | DIR | Keppel Corp | 5.77 | 5.5 | Hold | Sum of parts (10% discount) |
03/09/16 | Kim Eng | Keppel Corp | 5.77 | 4.24 | Sell | |
03/09/16 | Lim & Tan | Keppel Corp | 5.77 | 0 | Hold | |
03/11/16 | DBS Vickers | Keppel Corp | 5.9 | 5.25 | Hold | Sum of parts, PB0.8x FY16 |
03/14/16 | Credit Suisse | Keppel Corp | 6.14 | 5 | Underperform | |
03/14/16 | UOB Kay Hian | Keppel Corp | 6.14 | 6.5 | Buy | Sum of parts |
03/17/16 | DIR | Keppel Corp | 5.98 | 5.68 | Hold | Sum of parts (20% discount) |
03/22/16 | OCBC | Keppel Corp | 6.03 | 5.07 | Hold | Sum of parts (10% discount), PB0.9x |
03/28/16 | DMG & Partners | Keppel Corp | 5.87 | 8.08 | Buy | |
03/30/16 | Kim Eng | Keppel Corp | 5.74 | 4.42 | Sell | Sum of parts |
04/01/16 | DIR | Keppel Corp | 5.83 | 5.68 | Hold | Sum of parts (20% discount) |
04/07/16 | CIMB | Keppel Corp | 5.65 | 5.53 | Hold | RNAV (30% discount) |
04/07/16 | DBS Vickers | Keppel Corp | 5.65 | 5.25 | Hold | |
04/07/16 | Lim & Tan | Keppel Corp | 5.65 | 0 | Hold | |
04/19/16 | Amfrasers | Keppel Corp | 6 | 5.6 | Hold | Sum of parts |
04/19/16 | CIMB | Keppel Corp | 6 | 5.14 | Reduce | RNAV |
04/19/16 | Credit Suisse | Keppel Corp | 6 | 5 | Underperform | |
04/19/16 | Kim Eng | Keppel Corp | 6 | 4.42 | Sell | Sum of parts |
04/19/16 | Macquarie | Keppel Corp | 6 | 5.3 | Underperform | |
04/19/16 | OCBC | Keppel Corp | 6 | 5.57 | Hold | Sum of parts |
04/19/16 | UOB Kay Hian | Keppel Corp | 6 | 6.4 | Hold | Sum of parts, Buy @ $5.40 |
05/04/16 | Lim & Tan | Keppel Corp | 5.4 | 0 | Hold | |
05/17/16 | Amfrasers | Keppel Corp | 5.11 | 5.6 | Buy | Sum of parts |
05/18/16 | Deutsche | Keppel Corp | 5.42 | 5.9 | Hold | Sum of parts |
05/20/16 | UOB Kay Hian | Keppel Corp | 5.22 | 6.4 | Hold | |
05/24/16 | OCBC | Keppel Corp | 5.3 | 5.57 | Hold | |
06/06/16 | Kim Eng | Keppel Corp | 5.38 | 4.42 | Sell | |
06/10/16 | Credit Suisse | Keppel Corp | 5.71 | 5 | Underperform | Sum of parts |
06/14/16 | UOB Kay Hian | Keppel Corp | 5.4 | 6.4 | Hold | |
06/16/16 | DIR | Keppel Corp | 5.39 | 5.67 | Hold | Sum of parts |
06/27/16 | OCBC | Keppel Corp | 5.3 | 5.57 | Hold | |
07/05/16 | UOB Kay Hian | Keppel Corp | 5.57 | 6.4 | Hold | |
07/14/16 | Credit Suisse | Keppel Corp | 5.57 | 5 | Underperform | |
07/15/16 | DIR | Keppel Corp | 5.59 | 5.61 | Hold | Sum of parts (10% discount) |
07/15/16 | Macquarie | Keppel Corp | 5.59 | 5.8 | Neutral | |
07/22/16 | Amfrasers | Keppel Corp | 5.58 | 5.67 | Hold | Sum of parts |
07/22/16 | CIMB | Keppel Corp | 5.58 | 5.14 | Reduce | RNAV |
07/22/16 | DBS Vickers | Keppel Corp | 5.58 | 5.25 | Hold | |
07/22/16 | Kim Eng | Keppel Corp | 5.58 | 4.5 | Sell | |
07/22/16 | Lim & Tan | Keppel Corp | 5.58 | 0 | Hold | |
07/22/16 | OCBC | Keppel Corp | 5.58 | 5.68 | Hold | Buy @ $5.30 |
07/22/16 | UOB Kay Hian | Keppel Corp | 5.58 | 5.7 | Hold | Buy @ $5.10 |
08/11/16 | Deutsche | Keppel Corp | 5.25 | 5.5 | Hold | |
08/11/16 | UOB Kay Hian | Keppel Corp | 5.25 | 5.7 | Hold | Buy @ $5.10 |
09/05/16 | DIR | Keppel Corp | 5.19 | 5.39 | Hold | Sum of parts |
09/08/16 | Lim & Tan | Keppel Corp | 5.41 | 0 | Hold | |
09/19/16 | OCBC | Keppel Corp | 5.22 | 5.68 | Hold | |
09/21/16 | Kim Eng | Keppel Corp | 5.27 | 4.54 | Sell | Sum of parts |
10/03/16 | UOB Kay Hian | Keppel Corp | 5.42 | 5.7 | Hold | |
10/06/16 | Lim & Tan | Keppel Corp | 5.39 | 0 | Hold | |
10/10/16 | DIR | Keppel Corp | 5.46 | 5.72 | Hold | Sum of parts (10% discount) |
10/21/16 | CIMB | Keppel Corp | 5.44 | 5.14 | Reduce | RNAV |
10/21/16 | Credit Suisse | Keppel Corp | 5.44 | 5 | Underperform | |
10/21/16 | DBS Vickers | Keppel Corp | 5.44 | 5.25 | Hold | Sum of parts, PB0.8x FY16 |
10/21/16 | Kim Eng | Keppel Corp | 5.44 | 4.57 | Sell | Sum of parts |
10/21/16 | OCBC | Keppel Corp | 5.44 | 5.71 | Hold | |
10/21/16 | UOB Kay Hian | Keppel Corp | 5.44 | 5.04 | Hold | Sum of parts, Buy @ $4.85 |
10/24/16 | Macquarie | Keppel Corp | 5.31 | 5.8 | Neutral | Sum of parts |
11/03/16 | Amfrasers | Keppel Corp | 5.25 | 5.93 | Buy | |
11/03/16 | OCBC | Keppel Corp | 5.25 | 5.71 | Hold | |
11/04/16 | Credit Suisse | Keppel Corp | 5.27 | 5 | Underperform | |
12/02/16 | DMG & Partners | Keppel Corp | 5.89 | 6.52 | Buy | |
12/05/16 | CIMB | Keppel Corp | 5.93 | 5.14 | Reduce | RNAV |
12/07/16 | Deutsche | Keppel Corp | 5.9 | 5.5 | Hold | |
12/07/16 | UOB Kay Hian | Keppel Corp | 5.9 | 6.25 | Hold | PB1.2x |
12/12/16 | OCBC | Keppel Corp | 5.93 | 5.71 | Hold | |
12/13/16 | Kim Eng | Keppel Corp | 6.28 | 4.57 | Sell | Sum of parts |
12/22/16 | Lim & Tan | Keppel Corp | 5.9 | 0 | Hold | |
12/22/16 | Morgan Stanley | Keppel Corp | 5.9 | 5.8 | Equal Weight | |
01/03/17 | DMG & Partners | Keppel Corp | 5.79 | 6.52 | Buy | Sum of parts |
01/05/17 | Deutsche | Keppel Corp | 5.82 | 5.9 | Hold | Sum of parts (15% discount) |
01/16/17 | DIR | Keppel Corp | 6.12 | 5.72 | Hold | |
01/25/17 | Credit Suisse | Keppel Corp | 6.36 | 5 | Underperform | |
01/27/17 | CIMB | Keppel Corp | 6.38 | 5.21 | Reduce | RNAV |
01/27/17 | DIR | Keppel Corp | 6.38 | 5.93 | Hold | Sum of parts (10% discount) |
01/27/17 | DMG & Partners | Keppel Corp | 6.38 | 7.39 | Buy | Sum of parts, PER10x FY17 |
01/27/17 | Lim & Tan | Keppel Corp | 6.38 | 0 | Sell | Bloomberg consensus $5.79 |
01/27/17 | OCBC | Keppel Corp | 6.38 | 6.26 | Hold | |
01/27/17 | UOB Kay Hian | Keppel Corp | 6.38 | 6.45 | Hold | Sum of parts, Buy @ $5.90 |
01/31/17 | Amfrasers | Keppel Corp | 6.27 | 6.5 | Hold | Sum of parts |
01/31/17 | DBS Vickers | Keppel Corp | 6.27 | 6 | Hold | Sum of parts |
02/17/17 | CLSA | Keppel Corp | 6.53 | 7.6 | Buy | |
02/22/17 | OCBC | Keppel Corp | 6.57 | 7.4 | Buy | |
03/01/17 | Credit Suisse | Keppel Corp | 6.81 | 8.7 | Outperform | Sum of parts |
03/14/17 | DIR | Keppel Corp | 6.75 | 6.44 | Hold | Sum of parts |
03/14/17 | Deutsche | Keppel Corp | 6.75 | 6.4 | Hold | |
03/20/17 | DBS Vickers | Keppel Corp | 6.87 | 6 | Hold | Sum of parts, PB0.9x FY17 |
03/20/17 | UOB Kay Hian | Keppel Corp | 6.87 | 6.45 | Hold | Sum of parts, Buy @ $6.10 |
03/21/17 | CIMB | Keppel Corp | 6.85 | 7.24 | Hold | Sum of parts |
03/22/17 | DMG & Partners | Keppel Corp | 6.83 | 7.77 | Buy | Sum of parts, PER10.6x FY17 |
03/22/17 | OCBC | Keppel Corp | 6.83 | 7.4 | Buy | |
03/22/17 | UOB Kay Hian | Keppel Corp | 6.83 | 6.98 | Hold | Sum of parts, Buy @ $6.25 |
04/07/17 | Credit Suisse | Keppel Corp | 6.84 | 8.7 | Outperform | |
04/11/17 | Lim & Tan | Keppel Corp | 6.96 | 0 | Hold | |
04/21/17 | CIMB | Keppel Corp | 6.55 | 7.24 | Hold | Sum of parts |
04/21/17 | DIR | Keppel Corp | 6.55 | 6.44 | Hold | Sum of parts (10% discount) |
04/21/17 | OCBC | Keppel Corp | 6.55 | 7.36 | Buy | PB1.1x |
04/21/17 | UOB Kay Hian | Keppel Corp | 6.55 | 6.55 | Hold | Sum of parts, Buy @ $5.90 |
04/24/17 | DBS Vickers | Keppel Corp | 6.56 | 6 | Hold | Sum of parts, PB0.9x FY17 |
04/24/17 | DMG & Partners | Keppel Corp | 6.56 | 7.56 | Buy | Sum of parts |
04/25/17 | Amfrasers | Keppel Corp | 6.51 | 7.02 | Buy | Sum of parts |
04/28/17 | Macquarie | Keppel Corp | 6.57 | 5.8 | Neutral | |
05/24/17 | UOB Kay Hian | Keppel Corp | 6.55 | 6.55 | Hold | |
05/30/17 | DMG & Partners | Keppel Corp | 6.48 | 7.55 | Buy | Sum of parts |
06/02/17 | OCBC | Keppel Corp | 6.46 | 7.36 | Buy | Sum of parts (10% discount) |
06/20/17 | UOB Kay Hian | Keppel Corp | 6.31 | 6.55 | Hold | |
06/30/17 | DMG & Partners | Keppel Corp | 6.36 | 7.34 | Buy | Sum of parts |
07/04/17 | Credit Suisse | Keppel Corp | 6.32 | 8.7 | Outperform | |
07/05/17 | DIR | Keppel Corp | 6.34 | 6.44 | Hold | Sum of parts |
07/05/17 | OCBC | Keppel Corp | 6.34 | 7.36 | Buy | |
07/07/17 | UOB Kay Hian | Keppel Corp | 6.4 | 6.55 | Hold | Sum of parts, Buy @ $5.90 |
07/21/17 | UOB Kay Hian | Keppel Corp | 6.53 | 6.86 | Hold | Sum of parts, Buy @ $6.20 |
07/21/17 | CIMB | Keppel Corp | 6.53 | 7.24 | Hold | Sum of parts |
07/21/17 | DIR | Keppel Corp | 6.53 | 6.39 | Hold | Sum of parts |
07/21/17 | DBS Vickers | Keppel Corp | 6.53 | 7.6 | Buy | Sum of parts, PB1.1x FY17 |
07/21/17 | Lim & Tan | Keppel Corp | 6.53 | 0 | Hold | |
07/24/17 | Macquarie | Keppel Corp | 6.58 | 5.8 | Neutral | |
07/24/17 | Amfrasers | Keppel Corp | 6.58 | 7.61 | Buy | Sum of parts |
08/01/17 | Credit Suisse | Keppel Corp | 6.41 | 8.7 | Outperform | PER12.1x FY17, PB0.9x |
08/18/17 | Lim & Tan | Keppel Corp | 6.33 | 0 | Hold | |
08/18/17 | DBS Vickers | Keppel Corp | 6.33 | 7.6 | Buy | Sum of parts |
08/25/17 | CIMB | Keppel Corp | 6.36 | 7.24 | Hold | Sum of parts |
08/25/17 | Morgan Stanley | Keppel Corp | 6.36 | 6.18 | Equal Weight | Sum of parts |
08/29/17 | DMG & Partners | Keppel Corp | 6.39 | 7.34 | Buy | Sum of parts |
09/13/17 | OCBC | Keppel Corp | 6.27 | 7.36 | Buy | |
09/15/17 | UOB Kay Hian | Keppel Corp | 6.29 | 6.86 | Hold | |
09/20/17 | DBS Vickers | Keppel Corp | 6.38 | 7.6 | Buy | Sum of parts |
09/20/17 | Deutsche | Keppel Corp | 6.38 | 7.5 | Buy | |
09/27/17 | Credit Suisse | Keppel Corp | 6.46 | 8.7 | Outperform | |
10/02/17 | UOB Kay Hian | Keppel Corp | 6.49 | 6.71 | Hold | |
10/05/17 | Lim & Tan | Keppel Corp | 6.52 | 0 | Buy | |
10/06/17 | OCBC | Keppel Corp | 6.59 | 7.36 | Buy | |
10/09/17 | DBS Vickers | Keppel Corp | 6.68 | 7.6 | Buy | |
10/11/17 | Credit Suisse | Keppel Corp | 6.77 | 8.7 | Outperform | Sum of parts |
10/13/17 | CIMB | Keppel Corp | 6.79 | 8.58 | Add | Sum of parts |
10/20/17 | OCBC | Keppel Corp | 7.02 | 7.73 | Buy | |
10/20/17 | Amfrasers | Keppel Corp | 7.02 | 7.61 | Buy | Sum of parts |
10/20/17 | UOB Kay Hian | Keppel Corp | 7.02 | 8.35 | Buy | Sum of parts |
10/20/17 | Lim & Tan | Keppel Corp | 7.02 | 0 | Buy | |
10/23/17 | DMG & Partners | Keppel Corp | 7.3 | 7.92 | Buy | Sum of parts |
10/27/17 | OCBC | Keppel Corp | 7.4 | 8.31 | Buy | Sum of parts |
11/03/17 | Morgan Stanley | Keppel Corp | 7.66 | 6.18 | Equal Weight | Sum of parts |
11/09/17 | UOB Kay Hian | Keppel Corp | 7.57 | 8.35 | Buy | |
11/09/17 | Deutsche | Keppel Corp | 7.57 | 8.6 | Buy | |
11/17/17 | CIMB | Keppel Corp | 7.28 | 8.58 | Add | |
11/24/17 | Lim & Tan | Keppel Corp | 7.59 | 0 | Buy | |
11/29/17 | OCBC | Keppel Corp | 7.74 | 8.41 | Buy | |
12/04/17 | Lim & Tan | Keppel Corp | 7.76 | 0 | Buy | |
12/08/17 | UOB Kay Hian | Keppel Corp | 7.49 | 8.98 | Buy | Sum of parts |
12/18/17 | Amfrasers | Keppel Corp | 7.53 | 8.67 | Buy | Sum of parts |
12/20/17 | CIMB | Keppel Corp | 7.5 | 8.58 | Add | Sum of parts |
12/26/17 | Amfrasers | Keppel Corp | 7.47 | 8.04 | Buy | Sum of parts |
12/26/17 | OCBC | Keppel Corp | 7.47 | 8.12 | Buy | Sum of parts (10% discount) |
12/26/17 | Lim & Tan | Keppel Corp | 7.47 | 0 | Hold | |
12/27/17 | Deutsche | Keppel Corp | 7.29 | 8.1 | Buy | Sum of parts (20% discount) |
01/02/17 | UOB Kay Hian | Keppel Corp | 7.35 | 8.75 | Buy | Sum of parts |
01/02/17 | CIMB | Keppel Corp | 7.35 | 8.58 | Add | Sum of parts |
01/09/18 | DBS Vickers | Keppel Corp | 7.77 | 9.8 | Buy | Sum of parts, PB1.3x FY18 |
01/10/18 | Amfrasers | Keppel Corp | 7.85 | 8.04 | Buy |
K1 Venture - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/01/16 | DMG & Partners | K1 Ventures | 0.95 | 1.08 | Buy | Share consol 5-into-1 |
03/15/17 | DMG & Partners | K1 Ventures | 0.835 | 0 | Take Profit |
Stock calls for 18 January 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
01/18/18 | UOB Kay Hian | Comfortdelgro | 2.03 | 2.25 | Buy | PER16.6x |
01/18/18 | CIMB | ESR-Reit | 0.575 | 0.64 | Add | DDM |
01/18/18 | DBS Vickers | ESR-Reit | 0.575 | 0.63 | Buy | |
01/18/18 | Lim & Tan | First Reit | 1.4 | 0 | Hold | |
01/18/18 | OCBC | Soilbuild Reit | 0.695 | 0.68 | Hold | |
01/18/18 | CIMB | ST Engineering | 3.31 | 3.85 | Add | DCF & PER22x CY19 |
The USA is trying to shift the blame to Russia after failing to pinpoint China.
https://sg.news.yahoo.com/exclusive-trump-says-russia-helping-north-korea-skirt-190952968.html
The USA is trying to blame Russia now after failing to put the blame on China for the illegal oil shipments.
As the main culprit for the illegal oil shipments was Taiwan and not China, the USA had to bail out Taiwan by shifting the blame to Russia.
The USA has shown itself to be non-credible and non-trustworthy. It is only using its military might and economic prowess to impose itself on others.
The USA is trying to blame Russia now after failing to put the blame on China for the illegal oil shipments.
As the main culprit for the illegal oil shipments was Taiwan and not China, the USA had to bail out Taiwan by shifting the blame to Russia.
The USA has shown itself to be non-credible and non-trustworthy. It is only using its military might and economic prowess to impose itself on others.
The USA is trying to escalate the Korean peninsula tension.
https://sg.news.yahoo.com/russia-north-korea-summit-undermines-u-n-aggravates-165723310.html
The USA is trying to supersede the UN by getting 20 countries to participate in a non-UN sanction against North Korea. This is an illegal sanction and doesn't have the UN mandate. The 20 countries involved are the same countries that attacked NK in the past. Therefore, we can tell from this that the USA still possesses the cold war mentality.
Furthermore, the USA is begging for a war with North Korea when the Korean peninsula tension is easing between SK & NK. This is evident from the way the US is conducting a military exercise against NK on its homeland.
https://www.nytimes.com/2018/01/14/us/politics/military-exercises-north-korea-pentagon.html
The USA is trying to supersede the UN by getting 20 countries to participate in a non-UN sanction against North Korea. This is an illegal sanction and doesn't have the UN mandate. The 20 countries involved are the same countries that attacked NK in the past. Therefore, we can tell from this that the USA still possesses the cold war mentality.
Furthermore, the USA is begging for a war with North Korea when the Korean peninsula tension is easing between SK & NK. This is evident from the way the US is conducting a military exercise against NK on its homeland.
https://www.nytimes.com/2018/01/14/us/politics/military-exercises-north-korea-pentagon.html
The truth about Bitcoin!
Many bitcoin fanatics are calling others to buy bitcoins on the dips. Is it wise to do that?
Is bitcoin or cryptocurrency a scam? Bitcoin fanatics cited the following reasons for bitcoin investment.
* Bitcoin has a limited supply of 21m and the price will keep going up because of its limited supply. (Bitcoin is scalable because developers and miners can fork bitcoin into bitcoin cash, bitcoin gold, etc. Therefore, bitcoin is not limited but unlimited. Demand and supply will only cause price fluctuations but not create real value in the product.)
* Bitcoin has no central bank control and is unregulated. (Without regulation, bitcoin is highly susceptible to frauds and manipulations. For example, private cryptocurrency exchanges can just shut down without any compensation made to users.)
* Bitcoin is anonymous. (The USA & G20 will try to remove the anonymity soon. Without anonymity, there is no intrinsic value in bitcoin anymore. The G20 summit is in March 2018.)
* Bitcoin will gain worldwide adoption because it is a technological breakthrough. (Bitcoin is slow and expensive to be used for merchant transactions as it takes about 10min and costs around USD$30 to process a transaction. Furthermore, bitcoin is subjected to daily price swings that merchants cannot tolerate. Therefore, it is impractical and not feasible to adopt bitcoin as a payment mode.)
* Bitcoin is easy to buy and sell on crypto exchanges. (Bitcoin is hard to buy and sell during exigencies. Many investors cannot cash out during recent crashes and are left to lick their wounds. Sometimes, it can take up to an hour just to sell bitcoin during peak hours.)
Our conclusion: Stay away from bitcoin or cryptocurrency!
There are valid points in Dagong credit rating report on the USA.
http://en.dagongcredit.com/uploadfile/2018/0116/20180116034946792.pdf
We have read the full report in the Dagong credit rating report on the USA and agreed with the valid points raised in the report.
The federal government is virtually bankrupt and the USA cannot repay its colossal debts. However, no western credit rating firms dare to raise this valid point and continue to assign good credit rating for the USA so that the USA can continue to issue debts to finance its economic growth. There is no doubt that the USA economic growth is based on credit growth.
In the Dagong's report, the USA is likely to implement QE5 in 2019 because of difficulties in issuing debts in 2018 due to rising interest rates, anemic economic growth and falling USD. Therefore, the foreign investors will lose interests in the USD bonds and shift their monies elsewhere. Recently, Bloomberg also published that China would slow down or even halt the purchases of US treasuries because of unattractive investment yields (falling USD & low-interest rates).
Therefore, money printing is the only way out for the USA to maintain its economic growth and the ensuing QE will come as the US federal government will use the new money to boost its economy.
We have read the full report in the Dagong credit rating report on the USA and agreed with the valid points raised in the report.
The federal government is virtually bankrupt and the USA cannot repay its colossal debts. However, no western credit rating firms dare to raise this valid point and continue to assign good credit rating for the USA so that the USA can continue to issue debts to finance its economic growth. There is no doubt that the USA economic growth is based on credit growth.
In the Dagong's report, the USA is likely to implement QE5 in 2019 because of difficulties in issuing debts in 2018 due to rising interest rates, anemic economic growth and falling USD. Therefore, the foreign investors will lose interests in the USD bonds and shift their monies elsewhere. Recently, Bloomberg also published that China would slow down or even halt the purchases of US treasuries because of unattractive investment yields (falling USD & low-interest rates).
Therefore, money printing is the only way out for the USA to maintain its economic growth and the ensuing QE will come as the US federal government will use the new money to boost its economy.
Wednesday, January 17, 2018
Robbery happened at Ritz Hotel (5-Star) in Paris.
https://sg-stock.blogspot.sg/2018/01/paris-security-is-getting-from-bad-to.html
https://sg-stock.blogspot.sg/2017/11/travel-alert-to-paris.html
Cryptocurrencies have crashed but have not reached bottom yet. Why?
https://sg.finance.yahoo.com/news/bitcoin-ethereum-price-forecast-crash-040830037.html
G20 summit will convene in March 2018 and the USA wants to work with G20 members to remove the anonymity in the cryptocurrency so that criminals cannot avoid detections.
http://sg-stock.blogspot.sg/2018/01/bitcoin-is-inching-closer-to-its-death.html
As bitcoin is impractical to use for a merchant transaction since it takes about 10mins to process and costs around USD$30 per transaction, the only intrinsic value lies in the anonymity of the holder.
Without this anonymity, bitcoin will crash further!
Let's see what the G20 will do to remove the anonymity.
G20 summit will convene in March 2018 and the USA wants to work with G20 members to remove the anonymity in the cryptocurrency so that criminals cannot avoid detections.
http://sg-stock.blogspot.sg/2018/01/bitcoin-is-inching-closer-to-its-death.html
As bitcoin is impractical to use for a merchant transaction since it takes about 10mins to process and costs around USD$30 per transaction, the only intrinsic value lies in the anonymity of the holder.
Without this anonymity, bitcoin will crash further!
Let's see what the G20 will do to remove the anonymity.
Jumbo - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/04/16 | Kim Eng | Jumbo | 0.435 | 0.58 | Buy | DCF & PER25x FY16 |
01/04/16 | UOB Kay Hian | Jumbo | 0.435 | 0.49 | Buy | |
01/22/16 | UOB Kay Hian | Jumbo | 0.46 | 0.55 | Buy | DCF |
01/29/16 | DBS Vickers | Jumbo | 0.445 | 0.53 | Not Rated | PER28x FY16 |
02/10/16 | UOB Kay Hian | Jumbo | 0.445 | 0.55 | Buy | DCF |
03/04/16 | Kim Eng | Jumbo | 0.45 | 0.58 | Buy | DCF & PER25x FY16 |
04/06/16 | UOB Kay Hian | Jumbo | 0.445 | 0.55 | Buy | DCF |
05/05/16 | Kim Eng | Jumbo | 0.45 | 0.58 | Buy | DCF & PER22x FY16 |
05/16/16 | Kim Eng | Jumbo | 0.455 | 0.62 | Buy | DCF & PER |
05/17/16 | UOB Kay Hian | Jumbo | 0.465 | 0.55 | Buy | DCF |
06/01/16 | DBS Vickers | Jumbo | 0.535 | 0.68 | Buy | PER23x FY17, PEG 0.9x |
06/30/16 | Kim Eng | Jumbo | 0.565 | 0.65 | Buy | |
07/20/16 | DBS Vickers | Jumbo | 0.635 | 0.72 | Buy | |
08/16/16 | DBS Vickers | Jumbo | 0.655 | 0.77 | Buy | PER23x FY17 |
08/16/16 | UOB Kay Hian | Jumbo | 0.655 | 0.6 | Hold | DCF, PER21x FY17, Buy @ $0.54 |
09/28/16 | Kim Eng | Jumbo | 0.59 | 0.78 | Buy | |
10/10/16 | UOB Kay Hian | Jumbo | 0.63 | 0.6 | Hold | DCF, Buy @ $0.54 |
11/18/16 | Kim Eng | Jumbo | 0.62 | 0.78 | Buy | DCF & PER21x FY17 |
11/28/16 | DBS Vickers | Jumbo | 0.66 | 0.77 | Buy | PER23x FY17 |
11/29/16 | UOB Kay Hian | Jumbo | 0.655 | 0.65 | Hold | DCF, Buy @ $0.59 |
12/13/16 | Kim Eng | Jumbo | 0.62 | 0.78 | Buy | DCF, PER21x FY17 |
02/14/17 | UOB Kay Hian | Jumbo | 0.725 | 0.65 | Hold | DCF |
02/15/17 | DBS Vickers | Jumbo | 0.715 | 0.72 | Hold | PER23x FY17 |
02/15/17 | Kim Eng | Jumbo | 0.715 | 0.75 | Hold | DCF |
03/27/17 | Lim & Tan | Jumbo | 0.705 | 0 | Hold | |
03/28/17 | UOB Kay Hian | Jumbo | 0.695 | 0.67 | Hold | DCF, Buy @ $0.61 |
05/16/17 | DBS Vickers | Jumbo | 0.655 | 0.72 | Hold | PER23x FY17/18 |
05/16/17 | Kim Eng | Jumbo | 0.655 | 0.66 | Hold | DCF |
05/16/17 | UOB Kay Hian | Jumbo | 0.655 | 0.64 | Hold | DCF, Buy @ $0.58 |
08/10/17 | DBS Vickers | Jumbo | 0.59 | 0.67 | Hold | PER23x FY18 |
08/11/17 | UOB Kay Hian | Jumbo | 0.56 | 0.6 | Hold | DCF, Buy @ $0.54 |
11/27/17 | DBS Vickers | Jumbo | 0.58 | 0.61 | Hold | PER23x FY18 |
11/27/17 | Lim & Tan | Jumbo | 0.58 | 0 | Neutral | |
11/28/17 | UOB Kay Hian | Jumbo | 0.565 | 0.6 | Hold | DCF, Buy @ $0.54 |
12/13/17 | DBS Vickers | Jumbo | 0.585 | 0.7 | Buy | DCF |
12/13/17 | Kim Eng | Jumbo | 0.585 | 0.7 | Buy | DCF |
01/04/18 | Kim Eng | Jumbo | 0.59 | 0.7 | Buy | DCF, PER26x FY18 |
Jubilee - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
10/04/17 | NRA | Jubilee | 0.043 | 0.07 | Overweight | |
10/13/17 | NRA | Jubilee | 0.048 | 0.067 | Overweight |
Stock calls for 17 January 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
01/17/18 | Macquarie | Capitaland | 3.8 | 4.5 | Outperform | |
01/17/18 | Lim & Tan | ESR-Reit | 0.575 | 0 | Hold | |
01/17/18 | Amfrasers | First Ship Lease Trust | 0.093 | 0.15 | Buy | |
01/17/18 | OCBC | SPH | 2.71 | 2.51 | Hold | Sum of parts (10% discount) |
01/17/18 | CIMB | Starhub | 2.92 | 2.8 | Hold | DCF |
Singapore non-oil domestic exports (NODX) - Part 9
https://www.channelnewsasia.com/news/singapore/singapore-s-exports-growth-slows-further-as-electronics-decline-9868102
Year on year changes:
December 2017: 3.1%
November 2017: 9.1%
October 2017: 20.9%
September 2017: -1.1%
August 2017: 16.7%
July 2017: 8.5%
June 2017: 8.2%
May 2017: -1.2%
Apr 2017: -0.7%
Mar 2017: 16.5%
Feb 2017: 21.1%
Jan 2017: 8.6%
Dec 2016: 9.1%
Nov 2016: 15.6%
May 2017: -1.2%
Apr 2017: -0.7%
Mar 2017: 16.5%
Feb 2017: 21.1%
Jan 2017: 8.6%
Dec 2016: 9.1%
Nov 2016: 15.6%
There was a sharp slowdown in NODX in December 2017.
Subscribe to:
Posts (Atom)