Date | Analyst | Company | Last | Target | Call | Valuation |
01/03/18 | Amfrasers | Comfortdelgro | 2.01 | 2.24 | Buy | PER16x FY18 |
01/04/18 | phillip | Comfortdelgro | 2.02 | 2.63 | Buy | DCF |
01/04/18 | OCBC | Comfortdelgro | 2.02 | 2.05 | Hold | |
01/11/18 | Kim Eng | Comfortdelgro | 1.99 | 2.4 | Buy | DCF |
01/18/18 | UOB Kay Hian | Comfortdelgro | 2.03 | 2.25 | Buy | PER16.6x |
01/19/18 | CIMB | Comfortdelgro | 2.01 | 2.15 | Hold | |
02/02/18 | OCBC | Comfortdelgro | 2.15 | 2.12 | Hold | |
02/13/18 | UOB Kay Hian | Comfortdelgro | 2.01 | 2.25 | Buy | PER16.6x |
02/14/18 | DBS Vickers | Comfortdelgro | 2.01 | 2.12 | Hold | DCF & PER |
02/14/18 | Kim Eng | Comfortdelgro | 2.01 | 2.35 | Buy | DCF |
02/14/18 | OCBC | Comfortdelgro | 2.01 | 2.25 | Buy | |
02/14/18 | CIMB | Comfortdelgro | 2.01 | 2.16 | Hold | DCF |
02/14/18 | Lim & Tan | Comfortdelgro | 2.01 | 0 | Buy on weakness | |
02/14/18 | DMG & Partners | Comfortdelgro | 2.01 | 2.05 | Neutral | DCF |
02/14/18 | phillip | Comfortdelgro | 2.01 | 2.5 | Buy | DCF, PER17.4x FY18 |
02/15/18 | DMG & Partners | Comfortdelgro | 2.02 | 1.98 | Neutral | DCF |
03/09/18 | Kim Eng | Comfortdelgro | 2.06 | 2.35 | Buy | DCF |
03/21/18 | OCBC | Comfortdelgro | 2.02 | 2.25 | Buy | |
03/22/18 | phillip | Comfortdelgro | 2 | 2.5 | Buy | |
03/26/18 | DBS Vickers | Comfortdelgro | 1.99 | 2.12 | Hold | |
03/27/18 | CIMB | Comfortdelgro | 2.04 | 2.16 | Hold | DCF |
03/29/18 | UOB Kay Hian | Comfortdelgro | 2 | 2.25 | Buy | PER16.6x |
04/06/18 | OCBC | Comfortdelgro | 2.07 | 2.25 | Buy | |
04/06/18 | Deutsche | Comfortdelgro | 2.07 | 2.4 | Hold | |
05/02/18 | Amfrasers | Comfortdelgro | 2.25 | 2.72 | Buy | PER19x FY18 |
05/10/18 | phillip | Comfortdelgro | 2.34 | 2.5 | Buy | |
05/14/18 | phillip | Comfortdelgro | 2.33 | 2.48 | Accumulate | DCF, PER17.8x FY18 |
05/14/18 | UOB Kay Hian | Comfortdelgro | 2.33 | 2.43 | Buy | PER16.6x FY19 |
05/14/18 | DBS Vickers | Comfortdelgro | 2.33 | 2.12 | Hold | |
05/14/18 | OCBC | Comfortdelgro | 2.33 | 2.5 | Buy | |
05/14/18 | CIMB | Comfortdelgro | 2.33 | 2.37 | Hold | DCF |
05/14/18 | DMG & Partners | Comfortdelgro | 2.33 | 2.2 | Neutral | DCF |
05/15/18 | Kim Eng | Comfortdelgro | 2.34 | 2.65 | Buy | |
05/15/18 | Deutsche | Comfortdelgro | 2.34 | 3 | Buy | |
06/07/18 | DBS Vickers | Comfortdelgro | 2.47 | 2.12 | Hold | |
06/08/18 | phillip | Comfortdelgro | 2.46 | 2.69 | Accumulate | |
06/08/18 | OCBC | Comfortdelgro | 2.46 | 2.5 | Hold | |
07/03/18 | UOB Kay Hian | Comfortdelgro | 2.26 | 2.43 | Buy | |
07/04/18 | DBS Vickers | Comfortdelgro | 2.3 | 2.59 | Buy | DCF & PER18x FY18/19 |
07/10/18 | phillip | Comfortdelgro | 2.32 | 2.69 | Accumulate | |
07/10/18 | Deutsche | Comfortdelgro | 2.32 | 2.7 | Buy | |
08/10/18 | DBS Vickers | Comfortdelgro | 2.37 | 2.59 | Buy | |
08/13/18 | phillip | Comfortdelgro | 2.38 | 2.78 | Accumulate | DCF, PER19.7x FY18 |
08/13/18 | UOB Kay Hian | Comfortdelgro | 2.38 | 2.59 | Buy | PER16.8x FY19 |
08/13/18 | DMG & Partners | Comfortdelgro | 2.38 | 2.35 | Neutral | DCF |
08/13/18 | OCBC | Comfortdelgro | 2.38 | 2.5 | Hold | |
08/13/18 | CIMB | Comfortdelgro | 2.38 | 2.75 | Add | DCF, PER18.1x FY19 |
08/14/18 | Amfrasers | Comfortdelgro | 2.35 | 2.72 | Buy | PER19x FY18 |
09/04/18 | OCBC | Comfortdelgro | 2.3 | 2.5 | Hold | |
09/04/18 | DBS Vickers | Comfortdelgro | 2.3 | 2.59 | Buy | |
09/11/18 | phillip | Comfortdelgro | 2.23 | 2.78 | Accumulate | |
10/09/18 | DMG & Partners | Comfortdelgro | 2.36 | 2.35 | Neutral | |
10/11/18 | UOB Kay Hian | Comfortdelgro | 2.25 | 2.59 | Buy | PER16.8x FY19 |
10/11/18 | CIMB | Comfortdelgro | 2.25 | 2.75 | Add | DCF |
10/16/18 | Amfrasers | Comfortdelgro | 2.12 | 2.72 | Buy | PER19x FY18 |
10/31/18 | DBS Vickers | Comfortdelgro | 2.22 | 2.59 | Buy | |
11/05/18 | DBS Vickers | Comfortdelgro | 2.32 | 2.59 | Buy | |
11/08/18 | Deutsche | Comfortdelgro | 2.36 | 1.7 | Sell | PER12x FY19 |
11/09/18 | UOB Kay Hian | Comfortdelgro | 2.2 | 2.59 | Buy | PER16.8x FY19 |
11/12/18 | phillip | Comfortdelgro | 2.18 | 2.69 | Buy | DCF, PER19.2x FY18 |
11/12/18 | DBS Vickers | Comfortdelgro | 2.18 | 2.56 | Buy | PER16x FY19 |
11/12/18 | DMG & Partners | Comfortdelgro | 2.18 | 2.35 | Neutral | PER15x FY19 |
11/12/18 | OCBC | Comfortdelgro | 2.18 | 2.29 | Hold | |
11/12/18 | CIMB | Comfortdelgro | 2.18 | 2.74 | Add | DCF, PER17.7x FY19 |
11/13/18 | Amfrasers | Comfortdelgro | 2.21 | 2.72 | Buy | PER19x FY18 |
12/05/18 | DMG & Partners | Comfortdelgro | 2.12 | 2.35 | Neutral |
Friday, January 18, 2019
Comfortdelgro - Stock calls
CNMC - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/27/18 | phillip | CNMC | 0.26 | 0.3 | Accumulate | DCF |
03/07/18 | NRA | CNMC | 0.27 | 0.375 | Overweight | FCFE |
05/17/18 | phillip | CNMC | 0.275 | 0.42 | Buy | DCF |
07/03/18 | Amfrasers | CNMC | 0.27 | 0.38 | Buy | PER10x FY19 |
08/20/18 | phillip | CNMC | 0.23 | 0.29 | Buy | DCF |
08/20/18 | Amfrasers | CNMC | 0.23 | 0.33 | Buy | |
11/16/18 | phillip | CNMC | 0.22 | 0.29 | Buy | DCF |
11/16/18 | Amfrasers | CNMC | 0.22 | 0.33 | Buy |
Stock calls for 18 January 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
01/18/19 | Lim & Tan | ESR-Reit | 0.53 | 0 | Hold | |
01/18/19 | OCBC | First Reit | 1.01 | 0.97 | Hold | |
01/18/19 | CIMB | First Reit | 1.01 | 1.2 | Add | DDM |
01/18/19 | DBS Vickers | Frasers Commercial Trust | 1.47 | 1.7 | Buy | |
01/18/19 | CIMB | Mapletree Industrial | 1.99 | 2.1 | Add | DDM |
01/18/19 | DMG & Partners | Thai Beverage | 0.715 | 0.85 | Buy | Sum of parts |
Thursday, January 17, 2019
Cityneon - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/05/18 | DBS Vickers | Cityneon | 0.97 | 1.45 | Buy | |
01/09/18 | UOB Kay Hian | Cityneon | 0.97 | 1.55 | Buy | PER15.4x FY18 |
02/20/18 | UOB Kay Hian | Cityneon | 1.02 | 1.55 | Buy | |
02/28/18 | Kim Eng | Cityneon | 1.1 | 1.55 | Buy | |
03/01/18 | UOB Kay Hian | Cityneon | 1.04 | 1.55 | Buy | PER15.4x FY18 |
03/01/18 | DBS Vickers | Cityneon | 1.04 | 1.45 | Buy | PER14.4x FY18 |
03/05/18 | Amfrasers | Cityneon | 1.06 | 1.54 | Buy | PER14x FY18 |
03/15/18 | CIMB | Cityneon | 1.11 | 1.58 | Add | PER14x FY19 |
05/03/18 | DBS Vickers | Cityneon | 1.05 | 1.6 | Buy | PER14.4x FY18 |
05/03/18 | CIMB | Cityneon | 1.05 | 1.58 | Add | PER14x CY19 |
05/15/18 | UOB Kay Hian | Cityneon | 1.06 | 1.55 | Buy | PER15.4x FY18 |
05/15/18 | CIMB | Cityneon | 1.06 | 1.16 | Hold | PER11x FY19 |
05/18/18 | Amfrasers | Cityneon | 1 | 1.54 | Buy | PER14x FY18 |
05/23/18 | UOB Kay Hian | Cityneon | 0.99 | 1.55 | Buy | |
06/04/18 | UOB Kay Hian | Cityneon | 0.98 | 1.55 | Buy | |
08/06/18 | DBS Vickers | Cityneon | 1.02 | 1.57 | Buy | PER14.4x |
08/21/18 | Amfrasers | Cityneon | 1.13 | 1.51 | Buy | PER14x FY18 |
10/30/18 | CIMB | Cityneon | 1.26 | 1.16 | Accept Offer | PER11x FY19, Offer $1.30 |
10/31/18 | DBS Vickers | Cityneon | 1.29 | 1.57 | Accept Offer | Offer $1.30 |
City Developments - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/04/18 | UOB Kay Hian | City Developments | 12.84 | 14.03 | Buy | |
01/05/18 | Jefferies | City Developments | 12.86 | 14.8 | Buy | |
01/15/18 | OCBC | City Developments | 13.04 | 15.3 | Buy | RNAV (10% discount) |
01/16/18 | CIMB | City Developments | 13.46 | 13.15 | Add | |
01/16/18 | Kim Eng | City Developments | 13.46 | 13.8 | Buy | RNAV (6% discount), PB1.26x |
01/16/18 | Deutsche | City Developments | 13.46 | 16 | Buy | |
02/07/18 | OCBC | City Developments | 12.76 | 15.3 | Buy | |
02/07/18 | Credit Suisse | City Developments | 12.76 | 16.3 | Outperform | |
02/13/18 | UOB Kay Hian | City Developments | 12.31 | 14.03 | Buy | RNAV |
02/19/18 | DBS Vickers | City Developments | 12.72 | 14.03 | Buy | |
03/01/18 | Kim Eng | City Developments | 12.76 | 14.2 | Buy | RNAV |
03/01/18 | Jefferies | City Developments | 12.76 | 15.2 | Buy | |
03/01/18 | UOB Kay Hian | City Developments | 12.76 | 14.03 | Buy | RNAV |
03/01/18 | OCBC | City Developments | 12.76 | 15.91 | Buy | RNAV |
03/01/18 | CIMB | City Developments | 12.76 | 13.44 | Add | RNAV (20% discount) |
03/05/18 | phillip | City Developments | 12.69 | 13.4 | Accumulate | RNAV (15% discount), PB1.29x FY18 |
03/05/18 | Credit Suisse | City Developments | 12.69 | 16.5 | Outperform | |
03/09/18 | DBS Vickers | City Developments | 12.94 | 15.4 | Buy | RNAV, PB1.2x |
03/20/18 | DMG & Partners | City Developments | 13.25 | 15 | Buy | RNAV (10% discount), Up froM $14.12 (RNAV 20% discount) |
04/02/18 | CIMB | City Developments | 13 | 13.44 | Add | RNAV (20% discount) |
04/03/18 | OCBC | City Developments | 13.2 | 15.91 | Buy | |
04/03/18 | UOB Kay Hian | City Developments | 13.2 | 14.03 | Buy | |
04/03/18 | DBS Vickers | City Developments | 13.2 | 15.4 | Buy | |
04/10/18 | DMG & Partners | City Developments | 12.87 | 15 | Buy | |
04/11/18 | Kim Eng | City Developments | 12.73 | 14.2 | Buy | |
04/13/18 | Deutsche | City Developments | 12.57 | 16 | Buy | |
05/03/18 | UOB Kay Hian | City Developments | 12.55 | 14.03 | Buy | RNAV |
05/14/18 | OCBC | City Developments | 12.53 | 15.78 | Buy | |
05/14/18 | DBS Vickers | City Developments | 12.53 | 15.4 | Buy | |
05/14/18 | CIMB | City Developments | 12.53 | 13.41 | Add | RNAV (20% discount) |
05/14/18 | DMG & Partners | City Developments | 12.53 | 15 | Buy | RNAV (10% discount) |
05/14/18 | Kim Eng | City Developments | 12.53 | 14.2 | Buy | |
05/15/18 | phillip | City Developments | 12.4 | 13.4 | Accumulate | RNAV (15% discount), PB1.29x FY18 |
05/15/18 | Lim & Tan | City Developments | 12.4 | 15 | Buy | |
05/17/18 | DBS Vickers | City Developments | 11.97 | 15.4 | Buy | |
06/04/18 | UOB Kay Hian | City Developments | 11.25 | 14.03 | Buy | |
06/06/18 | Deutsche | City Developments | 11.48 | 16 | Buy | RNAV (12% discount) & PB1.8x FY18 |
06/13/18 | DBS Vickers | City Developments | 11.52 | 15.4 | Buy | |
06/19/18 | Kim Eng | City Developments | 11.22 | 14.2 | Buy | |
06/19/18 | CIMB | City Developments | 11.22 | 13.41 | Add | |
06/26/18 | OCBC | City Developments | 11 | 15.78 | Buy | |
07/03/18 | UOB Kay Hian | City Developments | 10.88 | 14.03 | Buy | |
07/03/18 | DMG & Partners | City Developments | 10.88 | 15 | Buy | RNAV (10% discount) |
07/06/18 | CIMB | City Developments | 10.21 | 13.41 | Add | |
07/06/18 | Kim Eng | City Developments | 10.21 | 14.2 | Buy | |
07/06/18 | Deutsche | City Developments | 10.21 | 12.6 | Hold | |
07/09/18 | phillip | City Developments | 9.46 | 12.6 | Accumulate | RNAV (20% discount) |
07/09/18 | DBS Vickers | City Developments | 9.46 | 10 | Fully Valued | RNAV (35% discount) |
07/09/18 | OCBC | City Developments | 9.46 | 9.59 | Hold | |
07/09/18 | Kim Eng | City Developments | 9.46 | 10.4 | Hold | |
07/23/18 | DMG & Partners | City Developments | 10.06 | 10.4 | Neutral | RNAV (35% discount) |
07/23/18 | Jefferies | City Developments | 10.06 | 11 | Hold | RNAV (22% discount) |
08/08/18 | OCBC | City Developments | 9.88 | 9.59 | Hold | |
08/10/18 | UOB Kay Hian | City Developments | 9.89 | 12 | Buy | RNAV (15% discount) |
08/10/18 | CIMB | City Developments | 9.89 | 10.89 | Add | RNAV (35% discount) |
08/10/18 | OCBC | City Developments | 9.89 | 9.81 | Hold | |
08/10/18 | Lim & Tan | City Developments | 9.89 | 0 | Hold | |
08/10/18 | DBS Vickers | City Developments | 9.89 | 10 | Hold | RNAV (35% discount) |
08/16/18 | DMG & Partners | City Developments | 9.55 | 10.4 | Neutral | |
08/21/18 | Jefferies | City Developments | 9.49 | 11 | Hold | RNAV (22% discount) |
09/06/18 | Kim Eng | City Developments | 8.96 | 10.4 | Hold | |
09/14/18 | UOB Kay Hian | City Developments | 8.63 | 12 | Buy | RNAV (15% discount) |
09/18/18 | CIMB | City Developments | 8.8 | 10.89 | Add | |
09/25/18 | Deutsche | City Developments | 8.88 | 12.6 | Hold | |
10/02/18 | CIMB | City Developments | 9.05 | 10.89 | Add | |
11/05/18 | DBS Vickers | City Developments | 8.55 | 10 | Hold | |
11/09/18 | UOB Kay Hian | City Developments | 8.42 | 12.12 | Buy | RNAV (15% discount) |
11/09/18 | CIMB | City Developments | 8.42 | 10.65 | Add | RNAV (35% discount) |
11/09/18 | Lim & Tan | City Developments | 8.42 | 0 | Buy | |
11/09/18 | DMG & Partners | City Developments | 8.42 | 9.2 | Neutral | |
11/12/18 | OCBC | City Developments | 8.45 | 10.73 | Buy | |
12/07/18 | Lim & Tan | City Developments | 8.65 | 0 | Buy | |
12/11/18 | DBS Vickers | City Developments | 8.42 | 9.5 | Hold | RNAV (40% discount), PB0.9x FY18 |
01/04/19 | Lim & Tan | City Developments | 7.94 | 0 | Buy | |
01/17/19 | CIMB | City Developments | 8.85 | 10.65 | Add | RNAV (35% discount) |
Citic Envirotech - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/04/18 | UOB Kay Hian | Citic Envirotech | 0.75 | 1.1 | Buy | |
01/09/18 | UOB Kay Hian | Citic Envirotech | 0.74 | 1.09 | Buy | DCF |
02/12/18 | UOB Kay Hian | Citic Envirotech | 0.705 | 1.11 | Buy | DCF, PER11.1x FY19 |
02/28/18 | UOB Kay Hian | Citic Envirotech | 0.755 | 1.06 | Buy | DCF, PER11.6x FY19 |
03/02/18 | UOB Kay Hian | Citic Envirotech | 0.735 | 1.06 | Buy | |
04/03/18 | UOB Kay Hian | Citic Envirotech | 0.715 | 1.06 | Buy | DCF, PER11.6x FY19 |
05/03/18 | UOB Kay Hian | Citic Envirotech | 0.705 | 1.06 | Buy | DCF, PER11.6x FY19 |
06/20/18 | UOB Kay Hian | Citic Envirotech | 0.56 | 1.06 | Buy | DCF, PER11.6x FY19 |
07/27/18 | DBS Vickers | Citic Envirotech | 0.59 | 0.95 | Buy | PER20x FY19 |
Stock calls for 17 January 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
01/17/19 | Kim Eng | A-Reit | 2.74 | 2.95 | Buy | |
01/17/19 | Kim Eng | CDL Hospitality | 1.56 | 1.75 | Buy | |
01/17/19 | DBS Vickers | Chip Eng Seng | 0.705 | 0.75 | Hold | |
01/17/19 | CIMB | City Developments | 8.85 | 10.65 | Add | RNAV (35% discount) |
01/17/19 | Lim & Tan | First Reit | 1.03 | 0 | Neutral | |
01/17/19 | Kim Eng | Frasers Centrepoint Trust | 2.27 | 2.55 | Buy | |
01/17/19 | DBS Vickers | Frasers Property | 1.74 | 1.98 | Buy | RNAV (35% discount) |
01/17/19 | Kim Eng | IHH Healthcare | 1.86 | 2.13 | Buy | Sum of parts, Ringgit $6.45 target price |
01/17/19 | OCBC | Mapletree Industrial | 1.97 | 2.04 | Hold | |
01/17/19 | DBS Vickers | Roxy-Pacific | 0.405 | 0.39 | Hold | |
01/17/19 | UOB Kay Hian | SIA | 9.76 | 10.2 | Hold | Sum of parts, Buy @ $9 |
01/17/19 | DBS Vickers | UOL | 6.65 | 7.15 | Hold |
Singapore NODX fell 8.5% in December 2018.
Year on year changes (YOY):
December 2018: -8.5%
November 2018: -2.6%
October 2018: 8.3%
September 2018: 8.3%
August 2018: 5%
July 2018: 11.8% (Corrected)
June 2018: 1.1%
May 2018: 15.5%
April 2018: 11.8%
March 2018: -2.7%
February 2018: -5.9%
January 2018: 13%
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%
May 2017: -1.2%
Apr 2017: -0.7%
Mar 2017: 16.5%
Feb 2017: 21.1%
Jan 2017: 8.6%
Wednesday, January 16, 2019
Chip Eng Seng - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/01/18 | DBS Vickers | Chip Eng Seng | 1.01 | 1.18 | Buy | Sum of parts |
02/19/18 | phillip | Chip Eng Seng | 0.955 | 1.21 | Buy | RNAV (40% discount) |
03/20/18 | UOB Kay Hian | Chip Eng Seng | 0.94 | 1.38 | Buy | Sum of parts |
03/20/18 | DBS Vickers | Chip Eng Seng | 0.94 | 1.18 | Buy | Sum of parts |
05/07/18 | phillip | Chip Eng Seng | 0.93 | 1.21 | Buy | RNAV (40% discount) |
05/17/18 | DBS Vickers | Chip Eng Seng | 0.945 | 1.18 | Buy | |
06/28/18 | UOB Kay Hian | Chip Eng Seng | 0.84 | 1.38 | Buy | |
07/09/18 | phillip | Chip Eng Seng | 0.79 | 1.15 | Buy | |
07/09/18 | DBS Vickers | Chip Eng Seng | 0.79 | 0.75 | Fully Valued | Sum of parts |
08/06/18 | DBS Vickers | Chip Eng Seng | 0.795 | 0.75 | Fully Valued | |
09/17/18 | DBS Vickers | Chip Eng Seng | 0.845 | 0.75 | Hold | |
11/08/18 | DBS Vickers | Chip Eng Seng | 0.725 | 0.75 | Hold | Sum of parts |
China Sunsine - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/22/18 | CIMB | China Sunsine | 1.04 | 1.5 | Add | PER9.8x CY19 |
01/29/18 | phillip | China Sunsine | 1.11 | 1.6 | Buy | FCFE, PER10x FY18 |
01/29/18 | Amfrasers | China Sunsine | 1.11 | 1.39 | Buy | PER10x FY18 |
02/07/18 | CIMB | China Sunsine | 1.13 | 1.5 | Add | |
03/05/18 | CIMB | China Sunsine | 1.35 | 1.62 | Add | PER9.8x CY19 |
03/05/18 | phillip | China Sunsine | 1.35 | 1.6 | Buy | FCFE |
04/05/18 | CIMB | China Sunsine | 1.25 | 1.62 | Add | PER9.8x FY19 |
04/27/18 | CIMB | China Sunsine | 1.5 | 1.87 | Add | PER9.8x FY19 |
04/30/18 | phillip | China Sunsine | 1.48 | 1.97 | Buy | FCFE |
07/02/18 | CIMB | China Sunsine | 1.55 | 1.87 | Add | PER9.8x CY19 |
08/08/18 | CIMB | China Sunsine | 1.49 | 1.41 | Hold | PER7.7x CY19 |
08/13/18 | phillip | China Sunsine | 1.23 | 1.77 | Buy | FCFE |
11/08/18 | CIMB | China Sunsine | 1.04 | 1.41 | Add | PER7.7x FY19 |
11/09/18 | phillip | China Sunsine | 1.08 | 1.68 | Buy | FCFE |
01/04/19 | phillip | China Sunsine | 1.2 | 1.68 | Buy |
China Jinjiang - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/08/18 | CIMB | China Jinjiang | 0.59 | 0.85 | Add | DCF |
Stock calls for 16 January 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
01/16/19 | OCBC | Far East Hospitality | 0.625 | 0.675 | Buy | |
01/16/19 | phillip | First Reit | 1.04 | 0.88 | Neutral | DDM |
01/16/19 | Lim & Tan | Lian Beng | 0.515 | 0 | Buy on weakness | |
01/16/19 | OCBC | OUE Hospitality | 0.685 | 0.79 | Buy |
Tuesday, January 15, 2019
China Everbright - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/02/18 | DBS Vickers | China Everbright | 0.45 | 0.65 | Buy | |
03/02/18 | phillip | China Everbright | 0.45 | 0.6 | Buy | PER12.5x |
05/14/18 | phillip | China Everbright | 0.43 | 0.55 | Buy | PER11.4x FY18 |
06/14/18 | DBS Vickers | China Everbright | 0.41 | 0.65 | Buy | PER24x |
06/14/18 | phillip | China Everbright | 0.41 | 0.53 | Buy | PER10.6x |
11/14/18 | phillip | China Everbright | 0.35 | 0.44 | Buy | PER8.8x |
11/14/18 | DBS Vickers | China Everbright | 0.35 | 0.475 | Buy | PER15x |
China Aviation Oil - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/31/18 | DBS Vickers | China Aviation Oil | 1.65 | 2.08 | Buy | PER13x FY18 |
03/01/18 | CIMB | China Aviation Oil | 1.58 | 2.03 | Add | PER12.5x CY19 |
03/01/18 | DMG & Partners | China Aviation Oil | 1.58 | 1.6 | Neutral | DCF, PER11.3x FY18 |
03/01/18 | UOB Kay Hian | China Aviation Oil | 1.58 | 2.13 | Buy | PER13.5x FY18 |
03/02/18 | DBS Vickers | China Aviation Oil | 1.51 | 1.98 | Buy | PER13x FY18 |
03/02/18 | phillip | China Aviation Oil | 1.51 | 2 | Buy | PER13.3x |
03/20/18 | DMG & Partners | China Aviation Oil | 1.54 | 1.8 | Buy | PER12.2x FY18, PEG1x FY18 |
04/03/18 | Edison | China Aviation Oil | 1.56 | 1.82 | Buy | DCF |
05/10/18 | CIMB | China Aviation Oil | 1.56 | 2.03 | Add | PER12.5x FY19 |
05/10/18 | UOB Kay Hian | China Aviation Oil | 1.56 | 2.13 | Buy | PER13.5x FY18 |
05/11/18 | phillip | China Aviation Oil | 1.58 | 2 | Buy | PER13.3x FY18 |
05/11/18 | DMG & Partners | China Aviation Oil | 1.58 | 1.8 | Buy | DCF & PER12.2x FY18 & PEG1x FY18 |
06/20/18 | CIMB | China Aviation Oil | 1.52 | 2.03 | Add | PER12.5x CY19 |
07/03/18 | DMG & Partners | China Aviation Oil | 1.5 | 1.8 | Buy | |
08/02/18 | UOB Kay Hian | China Aviation Oil | 1.53 | 2.05 | Buy | PER13.5x FY18 |
08/02/18 | CIMB | China Aviation Oil | 1.53 | 2.03 | Add | PER12.5x FY19 |
08/02/18 | DMG & Partners | China Aviation Oil | 1.53 | 1.8 | Buy | |
08/03/18 | phillip | China Aviation Oil | 1.53 | 2 | Buy | PER12.8x FY18 |
08/06/18 | DMG & Partners | China Aviation Oil | 1.54 | 1.75 | Buy | Sum of parts, PER11.4x FY18 |
08/07/18 | DBS Vickers | China Aviation Oil | 1.58 | 1.98 | Buy | PER13x FY18 |
11/02/18 | UOB Kay Hian | China Aviation Oil | 1.38 | 1.93 | Buy | PER13.5x FY18 |
11/02/18 | DMG & Partners | China Aviation Oil | 1.38 | 1.5 | Neutral | PER10x & PB1.2x & EV/Ebitda9x & DCF, PER7x FY19 (ex-cash), PEG1.3x FY19 |
11/02/18 | DBS Vickers | China Aviation Oil | 1.38 | 1.9 | Buy | PER13x FY18 |
11/02/18 | CIMB | China Aviation Oil | 1.38 | 1.83 | Add | PER12x FY19 |
11/05/18 | phillip | China Aviation Oil | 1.34 | 1.76 | Buy | PER11.5x FY19 |
11/21/18 | DMG & Partners | China Aviation Oil | 1.22 | 1.32 | Neutral |
Centurion - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/01/18 | DMG & Partners | Centurion | 0.515 | 0.47 | Neutral | DCF |
03/01/18 | Kim Eng | Centurion | 0.515 | 0.5 | Hold | DCF |
06/27/18 | DMG & Partners | Centurion | 0.455 | 0.47 | Neutral | |
08/10/18 | DMG & Partners | Centurion | 0.45 | 0.47 | Neutral |
Stock calls for 15 January 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
01/15/19 | Amfrasers | Accordia Golf Trust | 0.55 | 0.61 | Hold | |
01/15/19 | DBS Vickers | Capitaland | 3.27 | 3.62 | Buy | |
01/15/19 | Phillip | Capitaland | 3.27 | 4 | Accumulate | RNAV (20% discount), PB0.75x FY18 |
01/15/19 | CIMB | CSE Global | 0.405 | 0.56 | Add | PER13.5x FY20 |
01/15/19 | CIMB | Fu Yu | 0.2 | 0.2 | Hold | PB0.9x |
01/15/19 | Kim Eng | Genting | 1.03 | 1.26 | Buy | EV/Ebitda9x FY19 |
01/15/19 | Amfrasers | IFS Capital | 0.225 | 0.29 | Buy | PB0.7x FY18 |
01/15/19 | DBS Vickers | Netlink | 0.77 | 0.87 | Buy | DCF |
01/15/19 | UOB Kay Hian | Sembcorp Industries | 2.63 | 3.2 | Buy | Sum of parts |
01/15/19 | DBS Vickers | Singtel | 3.05 | 3.59 | Buy | Sum of parts |
01/15/19 | OCBC | SPH | 2.47 | 2.55 | Hold | |
01/15/19 | DBS Vickers | Starhub | 1.77 | 2.45 | Buy | DCF |
SG-JB MRT will be postponed!
http://www.asiaone.com/singapore/parliament-rts-link-project-not-progressing-well-opening-likely-be-delayed-beyond-2024
After the SG-KL HSR postponement, the SG-JB MRT will be delayed because the relationship between the 2 nations has turned south after Mahathir became the PM.
Look like Mahathir is skinning SG via the sky, land and sea.
After the SG-KL HSR postponement, the SG-JB MRT will be delayed because the relationship between the 2 nations has turned south after Mahathir became the PM.
Look like Mahathir is skinning SG via the sky, land and sea.
Simmering anti-Malaysia sentiment is rearing its head now.
http://www.asiaone.com/malaysia/singaporeans-cancel-cny-shopping-trips-johor
Mahathir thought there wasn't any price to be paid for being anti-SG because SG was a red dot in his eyes and he could skin SG in many ways.
However, we can also retaliate in our own ways. We can cut our spendings in Malaysia and also get cozy with China so that China will reduce its investment in Malaysia.
http://sg-stock.blogspot.com/2019/01/singapore-seeks-closer-sg-sino-ties.html
The downfall of the Malacca Gateway will be a piece of good news for SG.
Mahathir thought there wasn't any price to be paid for being anti-SG because SG was a red dot in his eyes and he could skin SG in many ways.
However, we can also retaliate in our own ways. We can cut our spendings in Malaysia and also get cozy with China so that China will reduce its investment in Malaysia.
http://sg-stock.blogspot.com/2019/01/singapore-seeks-closer-sg-sino-ties.html
The downfall of the Malacca Gateway will be a piece of good news for SG.
Monday, January 14, 2019
Cryptocurrency roundup.
2019 will be a bad year for cryptos because more people will get educated about the cryptos including ICOs. Consequently, many ICOs will be declared as scams in 2019 as many of them won't be able to materialize as what's stipulated on their whitepapers. Therefore, many ICO investors will try to salvage whatever values are left on their ICOs and this doesn't bode well for the crypto markets.
The cryptos including bitcoin have not been able to rise above the price levels on the day we publicized our financial analysis below.
https://sg-stock.blogspot.com/2018/11/a-financial-analysis-on-initial-coin.html
The bitcoin is down to around US$3500 today from US$4500 on our publication date. When a product is developed with a flawed structural design and bad economics, it is doomed to fail eventually. Crypto is such a product and the feared outcome will happen. It is a matter of when, not if.
The cryptos including bitcoin have not been able to rise above the price levels on the day we publicized our financial analysis below.
https://sg-stock.blogspot.com/2018/11/a-financial-analysis-on-initial-coin.html
The bitcoin is down to around US$3500 today from US$4500 on our publication date. When a product is developed with a flawed structural design and bad economics, it is doomed to fail eventually. Crypto is such a product and the feared outcome will happen. It is a matter of when, not if.
North America and Europe will slip into recessions faster than Asia.
https://sg.finance.yahoo.com/news/chinese-fdi-north-america-europe-falls-73-percent-001555773--business.html
Without FDI growth, North America and Europe will slip into recessions faster than Asia. Why?
Let's look at the tabulation of GDP.
GDP = G + I + C + Net export(X-M)
FDI is I under the GDP tabulation formula and GDP will be affected if there is little or no FDI. Since China is importing much lesser now, many countries net exports will be affected. North America and Europe don't have the deep coffers for fiscal stimulus which is under G. The consumer spendings (C) are also not great in North America and Europe because many people in these countries don't have high spending powers. Just look at the unemployment rates and yellow vest protests and you will know what I mean. Furthermore, the US is forcing many countries to buy US goods and reducing their exports to the US.
Without FDI growth, North America and Europe will slip into recessions faster than Asia. Why?
Let's look at the tabulation of GDP.
GDP = G + I + C + Net export(X-M)
FDI is I under the GDP tabulation formula and GDP will be affected if there is little or no FDI. Since China is importing much lesser now, many countries net exports will be affected. North America and Europe don't have the deep coffers for fiscal stimulus which is under G. The consumer spendings (C) are also not great in North America and Europe because many people in these countries don't have high spending powers. Just look at the unemployment rates and yellow vest protests and you will know what I mean. Furthermore, the US is forcing many countries to buy US goods and reducing their exports to the US.
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