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Thursday, March 1, 2018

Sembcorp Marine - Stock calls


Date Analyst Company Last Target Call Valuation
01/04/16 Kim Eng Sembcorp Marine 1.75 1.53 Sell PB1x FY16
01/04/16 UOB Kay Hian Sembcorp Marine 1.75 1.69 Sell
01/06/16 Macquarie Sembcorp Marine 1.71 1.3 Underperform
01/07/16 DIR Sembcorp Marine 1.65 1.44 Sell PER10.8x FY16
01/07/16 Nomura Sembcorp Marine 1.65 2.08 Buy
01/08/16 UOB Kay Hian Sembcorp Marine 1.55 1.05 Sell PB0.85x FY16
01/13/16 Amfrasers Sembcorp Marine 1.51 2.07 Sell
01/19/16 Nomura Sembcorp Marine 1.315 1.78 Buy
01/20/16 Kim Eng Sembcorp Marine 1.48 1 Sell PB0.71x
01/26/16 Deutsche Sembcorp Marine 1.495 1.3 Sell
01/27/16 DBS Vickers Sembcorp Marine 1.475 1.35 Fully Valued PB0.9x FY16
01/27/16 DIR Sembcorp Marine 1.475 1.2 Sell Probability weighted
01/28/16 UOB Kay Hian Sembcorp Marine 1.475 0.88 Sell PB0.85x FY16
01/29/16 Deutsche Sembcorp Marine 1.49 1.05 Sell
01/29/16 OCBC Sembcorp Marine 1.49 1.17 Sell PB0.75x FY16
02/04/16 Credit Suisse Sembcorp Marine 1.44 2.2 Neutral
02/16/16 Amfrasers Sembcorp Marine 1.46 1.11 Sell
02/16/16 CIMB Sembcorp Marine 1.46 0.9 Reduce PB0.7x
02/16/16 Credit Suisse Sembcorp Marine 1.46 1.2 Neutral PB1x
02/16/16 DBS Vickers Sembcorp Marine 1.46 1.24 Fully Valued PB1x FY16
02/16/16 Deutsche Sembcorp Marine 1.46 1 Sell
02/16/16 DIR Sembcorp Marine 1.46 1.01 Sell PB0.9x
02/16/16 DMG & Partners Sembcorp Marine 1.46 1.33 Neutral PER10x FY16
02/16/16 Kim Eng Sembcorp Marine 1.46 1 Sell NTA, PB0.8x FY16
02/16/16 Lim & Tan Sembcorp Marine 1.46 1.2 Sell PB1x
02/16/16 OCBC Sembcorp Marine 1.46 1.08 Sell PB0.85x FY16
02/16/16 UOB Kay Hian Sembcorp Marine 1.46 0.88 Sell PB0.95x FY16
03/07/16 UOB Kay Hian Sembcorp Marine 1.765 0.9 Sell
03/09/16 Amfrasers Sembcorp Marine 1.68 1.11 Sell
03/09/16 Kim Eng Sembcorp Marine 1.68 1 Sell
03/10/16 CIMB Sembcorp Marine 1.79 0.9 Reduce PB0.7x FY16
03/10/16 Lim & Tan Sembcorp Marine 1.79 1.2 Sell
03/11/16 DBS Vickers Sembcorp Marine 1.735 1.24 Fully Valued PB1x FY16
03/17/16 DIR Sembcorp Marine 1.68 1.01 Sell
03/31/16 Nomura Sembcorp Marine 1.68 2.02 Buy
04/22/16 Kim Eng Sembcorp Marine 1.87 1 Sell
04/22/16 UOB Kay Hian Sembcorp Marine 1.87 0.9 Sell
04/25/16 Credit Suisse Sembcorp Marine 1.84 1.2 Neutral
04/25/16 OCBC Sembcorp Marine 1.84 1.08 Sell PB0.85x
04/28/16 Amfrasers Sembcorp Marine 1.67 1.65 Hold PB1.5x FY16
04/28/16 CIMB Sembcorp Marine 1.67 0.9 Reduce PB0.7x CY17
04/28/16 DBS Vickers Sembcorp Marine 1.67 1.24 Fully Valued
04/28/16 DIR Sembcorp Marine 1.67 1.01 Sell PB0.9x FY16
04/28/16 DMG & Partners Sembcorp Marine 1.67 1.51 Neutral PER10x FY16
04/28/16 Kim Eng Sembcorp Marine 1.67 1 Sell PB0.8x FY16
04/28/16 Lim & Tan Sembcorp Marine 1.67 1.22 Sell PB1x
04/28/16 OCBC Sembcorp Marine 1.67 1.14 Sell PB0.9x
05/18/16 Deutsche Sembcorp Marine 1.63 1.95 Buy PB1.5x FY17
05/20/16 UOB Kay Hian Sembcorp Marine 1.55 0.9 Sell
05/24/16 OCBC Sembcorp Marine 1.575 1.14 Sell
06/06/16 Kim Eng Sembcorp Marine 1.57 1 Sell
06/06/16 UOB Kay Hian Sembcorp Marine 1.57 1.27 Hold
06/10/16 Deutsche Sembcorp Marine 1.71 1.95 Buy
07/04/16 phillip Sembcorp Marine 1.545 1.16 Sell PER12.2x FY16
07/05/16 UOB Kay Hian Sembcorp Marine 1.58 1.27 Hold PB1x, Buy @ $1.2
07/14/16 Credit Suisse Sembcorp Marine 1.56 1.2 Neutral
07/15/16 DIR Sembcorp Marine 1.545 1 Sell
07/29/16 CIMB Sembcorp Marine 1.435 0.9 Reduce PB0.7x CY16
07/29/16 DIR Sembcorp Marine 1.435 0.99 Sell PB0.9x FY16
07/29/16 Kim Eng Sembcorp Marine 1.435 1 Sell
07/29/16 Lim & Tan Sembcorp Marine 1.435 1.2 Sell PB1x
07/29/16 OCBC Sembcorp Marine 1.435 1.13 Sell PB0.9x FY16
08/01/16 Amfrasers Sembcorp Marine 1.41 1.53 Hold PB1.5x FY16
08/01/16 DBS Vickers Sembcorp Marine 1.41 1.2 Fully Valued PB1x FY16
08/01/16 phillip Sembcorp Marine 1.41 1.14 Reduce PER13.9x
08/04/16 Deutsche Sembcorp Marine 1.325 1.8 Buy
08/04/16 DMG & Partners Sembcorp Marine 1.325 1.51 Neutral
08/11/16 UOB Kay Hian Sembcorp Marine 1.3 1.27 Hold
08/24/16 CIMB Sembcorp Marine 1.325 0.9 Reduce PB0.7x
09/02/16 CIMB Sembcorp Marine 1.265 0.9 Reduce PB0.7x
09/06/16 Amfrasers Sembcorp Marine 1.28 1.53 Hold
10/03/16 Kim Eng Sembcorp Marine 1.305 1 Sell
10/26/16 CIMB Sembcorp Marine 1.315 0.9 Reduce
10/26/16 Credit Suisse Sembcorp Marine 1.315 1.2 Neutral
10/26/16 DIR Sembcorp Marine 1.315 0.94 Sell PB0.9x FY16/17
10/26/16 DMG & Partners Sembcorp Marine 1.315 1.33 Neutral PER10x
10/26/16 Lim & Tan Sembcorp Marine 1.315 0 Sell
10/26/16 OCBC Sembcorp Marine 1.315 1.13 Sell PB0.9x FY17
10/26/16 UOB Kay Hian Sembcorp Marine 1.315 1.23 Hold PB1x FY17, Buy @ $1.20
10/27/16 Amfrasers Sembcorp Marine 1.275 1.39 Hold
10/27/16 DBS Vickers Sembcorp Marine 1.275 1.15 Fully Valued PB1x FY16
10/27/16 phillip Sembcorp Marine 1.275 0.87 Sell PER19x
10/27/16 Morgan Stanley Sembcorp Marine 1.275 0.9 Underweight
10/27/16 UBS Sembcorp Marine 1.275 0.96 Sell
11/16/16 CIMB Sembcorp Marine 1.325 1.4 Hold PB1.3x FY17
11/16/16 OCBC Sembcorp Marine 1.325 1.13 Sell
11/17/16 Lim & Tan Sembcorp Marine 1.35 1.32 Hold PB1.1x
11/17/16 UOB Kay Hian Sembcorp Marine 1.35 1.26 Hold PB1x, Buy @ $1.24
11/25/16 Credit Suisse Sembcorp Marine 1.43 1.2 Neutral
12/02/16 DBS Vickers Sembcorp Marine 1.47 1.55 Hold PB1.3x FY17
12/05/16 CIMB Sembcorp Marine 1.47 1.4 Hold PB1.3x CY17
12/07/16 Deutsche Sembcorp Marine 1.46 1.8 Buy PB1.4x
12/07/16 UOB Kay Hian Sembcorp Marine 1.46 1.4 Hold PB1.1x FY17
12/14/16 OCBC Sembcorp Marine 1.49 1.43 Hold PB1.15x FY17
12/22/16 Kim Eng Sembcorp Marine 1.43 1 Sell PB0.8x FY16
01/05/17 Deutsche Sembcorp Marine 1.42 1.9 Buy PB1.5x FY17
01/05/17 Morgan Stanley Sembcorp Marine 1.42 1 Underweight
01/06/17 CIMB Sembcorp Marine 1.455 1.7 Add PB1.3x CY17
01/13/17 DBS Vickers Sembcorp Marine 1.51 1.55 Hold PB1.3x FY17
01/16/17 DIR Sembcorp Marine 1.515 0.94 Sell PB0.9x FY16/17
01/16/17 UOB Kay Hian Sembcorp Marine 1.515 1.61 Hold PB1.3x FY17, Buy @ $1.45
01/17/17 OCBC Sembcorp Marine 1.49 1.43 Hold
01/25/17 Credit Suisse Sembcorp Marine 1.545 1.2 Neutral
02/07/17 CIMB Sembcorp Marine 1.475 1.7 Add PB1.3x FY17
02/17/17 CLSA Sembcorp Marine 1.545 2 Buy
02/23/17 CIMB Sembcorp Marine 1.535 1.88 Add PB1.5x
02/23/17 DBS Vickers Sembcorp Marine 1.535 1.78 Buy PB1.5x FY17
02/23/17 DMG & Partners Sembcorp Marine 1.535 1.46 Neutral PER16x FY17
02/23/17 Lim & Tan Sembcorp Marine 1.535 0 Buy
02/23/17 OCBC Sembcorp Marine 1.535 1.76 Buy PB1.4x FY17
02/23/17 UOB Kay Hian Sembcorp Marine 1.535 1.61 Hold PB1.2x, FY17, Buy @ $1.45
02/24/17 phillip Sembcorp Marine 1.815 1.58 Reduce PER25.4x
02/28/17 Amfrasers Sembcorp Marine 1.73 1.63 Hold
03/01/17 Credit Suisse Sembcorp Marine 1.78 2.4 Outperform
03/06/17 Deutsche Sembcorp Marine 2.03 2.1 Buy
03/06/17 UOB Kay Hian Sembcorp Marine 2.03 1.61 Hold PB1.2x FY17
03/14/17 DIR Sembcorp Marine 1.86 1.22 Sell PB1x FY17
04/03/17 UOB Kay Hian Sembcorp Marine 1.92 1.61 Hold PB1.3x FY17, Buy @ $1.45
04/10/17 Credit Suisse Sembcorp Marine 1.875 2.4 Outperform
04/28/17 CIMB Sembcorp Marine 1.73 1.88 Add PB1.5x CY17
04/28/17 DIR Sembcorp Marine 1.73 1.22 Sell PB1x FY17
04/28/17 Lim & Tan Sembcorp Marine 1.73 0 Hold
04/28/17 OCBC Sembcorp Marine 1.73 2.01 Buy PB1.6x FY17
04/28/17 UOB Kay Hian Sembcorp Marine 1.73 1.43 Sell PB1.1x FY17
04/28/17 UBS Sembcorp Marine 1.73 1.75 Neutral
05/02/17 DBS Vickers Sembcorp Marine 1.63 1.78 Buy PB1.5x FY17
05/02/17 DMG & Partners Sembcorp Marine 1.63 1.65 Neutral PB1.3x
05/02/17 phillip Sembcorp Marine 1.63 1.58 Neutral PER23.9x
06/06/17 Credit Suisse Sembcorp Marine 1.665 2.4 Outperform
06/09/17 Deutsche Sembcorp Marine 1.64 2.1 Buy PB1.7x FY17
06/12/17 OCBC Sembcorp Marine 1.635 2.01 Buy
06/20/17 UOB Kay Hian Sembcorp Marine 1.595 1.43 Sell PB1.1x FY17
07/11/17 CIMB Sembcorp Marine 1.68 1.88 Add PB1.5x FY17
07/18/17 Credit Suisse Sembcorp Marine 1.65 2.4 Outperform
07/21/17 DBS Vickers Sembcorp Marine 1.74 2.3 Buy PB1.8x FY17
07/28/17 DIR Sembcorp Marine 1.74 1.22 Sell PB1x FY17/18
07/28/17 UOB Kay Hian Sembcorp Marine 1.74 1.8 Hold PB1.4x FY18, Buy @ $1.60
07/28/17 OCBC Sembcorp Marine 1.74 1.98 Buy PB1.6x FY17
07/28/17 CIMB Sembcorp Marine 1.74 1.87 Add PB1.5x FY17
07/28/17 Lim & Tan Sembcorp Marine 1.74 0 Hold
07/28/17 DMG & Partners Sembcorp Marine 1.74 1.65 Neutral PB1.3x FY17
07/31/17 phillip Sembcorp Marine 1.695 1.55 Reduce PER28.5x
07/31/17 Amfrasers Sembcorp Marine 1.695 2.05 Buy PB1.8x FY17
08/01/17 Credit Suisse Sembcorp Marine 1.685 2.4 Outperform PER43.4x FY17, PB1.4x
08/25/17 Morgan Stanley Sembcorp Marine 1.605 1.05 Underweight
09/12/17 CIMB Sembcorp Marine 1.575 1.87 Add PB1.5x FY17
09/12/17 DMG & Partners Sembcorp Marine 1.575 1.65 Neutral PB1.3x FY17
09/15/17 UOB Kay Hian Sembcorp Marine 1.59 1.8 Hold
09/19/17 OCBC Sembcorp Marine 1.63 1.98 Buy
09/19/17 Lim & Tan Sembcorp Marine 1.63 0 Buy
09/19/17 UBS Sembcorp Marine 1.63 1.67 Neutral
09/20/17 DBS Vickers Sembcorp Marine 1.67 2.3 Buy PB1.8x FY17
09/27/17 Credit Suisse Sembcorp Marine 1.68 2.4 Outperform
10/02/17 UOB Kay Hian Sembcorp Marine 1.745 1.77 Hold PB1.3x, Buy @ $1.60
10/05/17 CIMB Sembcorp Marine 1.745 1.87 Add PB1.5x FY17
10/09/17 CIMB Sembcorp Marine 1.735 2.51 Add PB2x
10/09/17 UOB Kay Hian Sembcorp Marine 1.735 1.9 Buy PB1.5x FY18
10/09/17 OCBC Sembcorp Marine 1.735 1.98 Buy
10/09/17 DBS Vickers Sembcorp Marine 1.735 2.3 Buy
10/09/17 phillip Sembcorp Marine 1.735 1.82 Neutral PER33.6x FY18
10/09/17 Lim & Tan Sembcorp Marine 1.735 0 Buy
10/09/17 UBS Sembcorp Marine 1.735 1.82 Neutral
10/10/17 DIR Sembcorp Marine 1.815 1.22 Sell PB1x FY17/18
10/10/17 DMG & Partners Sembcorp Marine 1.815 1.65 Neutral
10/24/17 Credit Suisse Sembcorp Marine 1.86 2.4 Outperform
10/24/17 Deutsche Sembcorp Marine 1.86 2.6 Buy
11/01/17 CIMB Sembcorp Marine 1.93 2.49 Add PB2x FY18
11/01/17 Credit Suisse Sembcorp Marine 1.93 2.4 Outperform
11/01/17 OCBC Sembcorp Marine 1.93 2.26 Buy PB1.8x
11/01/17 UOB Kay Hian Sembcorp Marine 1.93 2.1 Buy
11/01/17 Lim & Tan Sembcorp Marine 1.93 0 Buy
11/02/17 phillip Sembcorp Marine 2.01 1.91 Neutral PER38.2x FY18
11/02/17 DBS Vickers Sembcorp Marine 2.01 2.3 Buy PB1.8x FY17
11/02/17 Amfrasers Sembcorp Marine 2.01 2.05 Hold
11/03/17 Morgan Stanley Sembcorp Marine 2.01 1.18 Underweight PB1x
11/03/17 UBS Sembcorp Marine 2.01 1.85 Neutral
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
12/20/17 CIMB Sembcorp Marine 1.93 2.49 Add PB2x FY18
12/26/17 OCBC Sembcorp Marine 1.94 1.74 Sell PB1.8x
12/27/17 Lim & Tan Sembcorp Marine 1.87 0 Hold Bribery alert!
12/27/17 Deutsche Sembcorp Marine 1.87 2.4 Buy PB1.8x
01/02/18 UOB Kay Hian Sembcorp Marine 1.84 2.1 Buy
01/02/18 CIMB Sembcorp Marine 1.84 2.49 Add PB2x FY18
01/03/18 OCBC Sembcorp Marine 1.87 1.78 Hold PB1.85x
01/05/18 Amfrasers Sembcorp Marine 1.83 2.05 Hold
01/22/18 OCBC Sembcorp Marine 2.3 2.37 Hold PB2x FY18
01/23/18 UBS Sembcorp Marine 2.39 3.06 Buy
01/23/18 DBS Vickers Sembcorp Marine 2.39 3.1 Buy PB2.4x FY18
02/02/18 Deutsche Sembcorp Marine 2.57 2.9 Buy
02/07/18 CIMB Sembcorp Marine 2.71 2.49 Neutral Buy @ $2
02/13/18 DBS Vickers Sembcorp Marine 2.37 3.1 Buy
02/22/18 OCBC Sembcorp Marine 2.63 2.43 Hold
02/22/18 UOB Kay Hian Sembcorp Marine 2.63 1.9 Hold PB1.6x FY19, Buy @ $1.80
02/22/18 DBS Vickers Sembcorp Marine 2.63 2.9 Buy PB2.4x FY18
02/22/18 CIMB Sembcorp Marine 2.63 3.01 Add PB2.5x FY18
02/26/18 phillip Sembcorp Marine 2.23 1.91 Reduce PER43.4x FY18
02/27/18 Amfrasers Sembcorp Marine 2.18 2.06 Hold

Sembcorp Industries - Stock calls


Date Analyst Company Last Target Call Valuation
01/04/16 DMG & Partners Sembcorp Industries 3.05 3.8 Buy
01/06/16 Macquarie Sembcorp Industries 3 2.6 Underperform
01/08/16 Kim Eng Sembcorp Industries 2.76 3.53 Hold
01/08/16 UOB Kay Hian Sembcorp Industries 2.76 3.6 Buy Sum of parts
01/12/16 Lim & Tan Sembcorp Industries 2.7 0 Buy
01/20/16 Kim Eng Sembcorp Industries 2.54 2.3 Hold Sum of parts
01/21/16 CIMB Sembcorp Industries 2.3 3.85 Add Sum of parts
01/26/16 Deutsche Sembcorp Industries 2.31 3.2 Hold
01/27/16 DBS Vickers Sembcorp Industries 2.23 3.5 Buy RNAV (10% discount)
01/28/16 UOB Kay Hian Sembcorp Industries 2.23 3.47 Buy Sum of parts
01/29/16 Deutsche Sembcorp Industries 2.23 3 Buy
01/29/16 OCBC Sembcorp Industries 2.23 3.42 Buy Sum of parts
02/04/16 Credit Suisse Sembcorp Industries 2.42 4.2 Outperform
02/04/16 DIR Sembcorp Industries 2.42 2.17 Underperform Sum of parts
02/18/16 CIMB Sembcorp Industries 2.53 3.1 Add Sum of parts
02/18/16 Credit Suisse Sembcorp Industries 2.53 3 Outperform
02/18/16 DBS Vickers Sembcorp Industries 2.53 3.3 Buy RNAV (10% discount)
02/18/16 Kim Eng Sembcorp Industries 2.53 2.35 Hold Sum of parts
02/18/16 Lim & Tan Sembcorp Industries 2.53 0 Buy
02/18/16 OCBC Sembcorp Industries 2.53 3.21 Buy Sum of parts
02/18/16 UOB Kay Hian Sembcorp Industries 2.53 3.8 Buy PER12x FY16
03/01/16 DMG & Partners Sembcorp Industries 2.68 4 Buy
03/01/16 Lim & Tan Sembcorp Industries 2.68 0 Buy
03/07/16 UOB Kay Hian Sembcorp Industries 3.14 4.05 Buy
03/10/16 CIMB Sembcorp Industries 3.06 3.1 Add Sum of parts
03/11/16 DBS Vickers Sembcorp Industries 3.02 3.3 Buy Sum of parts (10% discount), PB0.9x
03/14/16 OCBC Sembcorp Industries 3.03 3.21 Buy
03/16/16 Lim & Tan Sembcorp Industries 3 0 Buy
03/28/16 UOB Kay Hian Sembcorp Industries 3.06 3.8 Buy PER12x FY16
04/08/16 HSBC Sembcorp Industries 2.87 3.43 Buy
04/25/16 Credit Suisse Sembcorp Industries 3 3 Outperform
05/05/16 CIMB Sembcorp Industries 2.75 3.1 Add Sum of parts
05/05/16 DBS Vickers Sembcorp Industries 2.75 3.1 Buy PB0.9x
05/05/16 DIR Sembcorp Industries 2.75 2.36 Underperform
05/05/16 DMG & Partners Sembcorp Industries 2.75 4 Buy Sum of parts
05/05/16 Kim Eng Sembcorp Industries 2.75 2.35 Sell Sum of parts
05/05/16 Lim & Tan Sembcorp Industries 2.75 0 Hold
05/05/16 OCBC Sembcorp Industries 2.75 3.07 Buy
05/05/16 UOB Kay Hian Sembcorp Industries 2.75 4 Buy
05/09/16 Credit Suisse Sembcorp Industries 2.72 3 Outperform
05/18/16 Deutsche Sembcorp Industries 2.75 3.6 Buy Sum of parts
05/25/16 DIR Sembcorp Industries 2.74 2.36 Underperform Sum of parts
06/01/16 CIMB Sembcorp Industries 2.79 3.1 Add Sum of parts
06/02/16 UOB Kay Hian Sembcorp Industries 2.77 3.6 Buy PER9.5x FY17
06/06/16 Kim Eng Sembcorp Industries 2.8 2.35 Sell
06/20/16 Deutsche Sembcorp Industries 2.75 3.6 Buy
06/27/16 DMG & Partners Sembcorp Industries 2.76 4 Buy
07/05/16 UOB Kay Hian Sembcorp Industries 2.91 3.35 Buy Sum of parts
07/14/16 Credit Suisse Sembcorp Industries 2.9 3 Outperform
07/15/16 Macquarie Sembcorp Industries 2.91 2.8 Neutral
08/03/16 CIMB Sembcorp Industries 2.78 2.66 Hold Sum of parts
08/03/16 Credit Suisse Sembcorp Industries 2.78 2.8 Neutral
08/03/16 DBS Vickers Sembcorp Industries 2.78 3.1 Buy
08/03/16 DIR Sembcorp Industries 2.78 2.35 Underperform Sum of parts (20% discount)
08/03/16 Lim & Tan Sembcorp Industries 2.78 0 Hold
08/03/16 OCBC Sembcorp Industries 2.78 3.07 Buy
08/03/16 UOB Kay Hian Sembcorp Industries 2.78 3.35 Buy Sum of parts
08/04/16 DMG & Partners Sembcorp Industries 2.74 3.9 Buy Sum of parts
08/18/16 Deutsche Sembcorp Industries 2.69 3.15 Hold
08/18/16 Lim & Tan Sembcorp Industries 2.69 0 Hold
09/07/16 DIR Sembcorp Industries 2.71 2.35 Underperform Sum of parts
09/21/16 OCBC Sembcorp Industries 2.58 3.07 Buy
09/23/16 UOB Kay Hian Sembcorp Industries 2.56 3.29 Buy Sum of parts
09/29/16 DBS Vickers Sembcorp Industries 2.53 3.1 Buy Sum of parts, PB0.9x
10/03/16 Kim Eng Sembcorp Industries 2.59 2.4 Hold Sum of parts
10/28/16 CIMB Sembcorp Industries 2.48 2.66 Hold Sum of parts
10/28/16 CIMB Sembcorp Industries 2.48 2.66 Hold Sum of parts
10/28/16 Credit Suisse Sembcorp Industries 2.48 2.7 Neutral
10/28/16 DIR Sembcorp Industries 2.48 2.34 Underperform Sum of parts (20% discount)
10/28/16 OCBC Sembcorp Industries 2.48 3.07 Buy
10/28/16 UOB Kay Hian Sembcorp Industries 2.48 3.05 Buy
10/31/16 DBS Vickers Sembcorp Industries 2.53 2.9 Buy
10/31/16 DMG & Partners Sembcorp Industries 2.53 3.4 Buy
10/31/16 Lim & Tan Sembcorp Industries 2.53 0 Buy on weakness
11/14/16 UOB Kay Hian Sembcorp Industries 2.61 3.05 Buy
11/23/16 OCBC Sembcorp Industries 2.69 3.07 Buy
12/01/16 Lim & Tan Sembcorp Industries 2.7 0 Buy
12/02/16 DBS Vickers Sembcorp Industries 2.89 3.1 Buy RNAV (10% discount), PER15.6x FY16
12/05/16 CIMB Sembcorp Industries 2.95 3.02 Hold Sum of parts
12/07/16 Deutsche Sembcorp Industries 2.91 3.15 Hold
12/07/16 UOB Kay Hian Sembcorp Industries 2.91 3.2 Buy Sum of parts
12/22/16 Kim Eng Sembcorp Industries 2.92 2.4 Hold Sum of parts
01/03/17 Lim & Tan Sembcorp Industries 2.85 0 Buy
01/03/17 UOB Kay Hian Sembcorp Industries 2.85 3.2 Buy
01/05/17 Deutsche Sembcorp Industries 2.93 3.45 Buy Sum of parts (15% discount)
01/11/17 OCBC Sembcorp Industries 3.06 3.36 Buy Sum of parts (5% discount)
01/25/17 Credit Suisse Sembcorp Industries 3.27 2.7 Neutral
02/03/17 OCBC Sembcorp Industries 3.18 3.36 Buy
02/24/17 CIMB Sembcorp Industries 3.36 3.51 Hold Sum of parts, PB0.6x CY17
02/24/17 DMG & Partners Sembcorp Industries 3.36 4.17 Buy Sum of parts
02/24/17 OCBC Sembcorp Industries 3.36 3.69 Buy
02/24/17 UOB Kay Hian Sembcorp Industries 3.36 3.95 Buy Sum of parts
02/27/17 DBS Vickers Sembcorp Industries 3.27 3.8 Buy Sum of parts (10% discount), PB1.1x, PER17.2X FY17
02/27/17 Lim & Tan Sembcorp Industries 3.27 0 Buy
03/01/17 Credit Suisse Sembcorp Industries 3.2 3.6 Neutral
03/02/17 UOB Kay Hian Sembcorp Industries 3.27 3.95 Buy
03/24/17 UOB Kay Hian Sembcorp Industries 3.13 3.78 Buy Sum of parts
04/04/17 UOB Kay Hian Sembcorp Industries 3.2 3.78 Buy PER9.8x FY18
04/07/17 Credit Suisse Sembcorp Industries 3.15 3.6 Neutral
04/10/17 Lim & Tan Sembcorp Industries 3.15 0 Buy
04/11/17 CIMB Sembcorp Industries 3.14 3.51 Hold Sum of parts
05/04/17 CIMB Sembcorp Industries 3 3.51 Add Sum of parts
05/04/17 Credit Suisse Sembcorp Industries 3 3.6 Neutral
05/04/17 DBS Vickers Sembcorp Industries 3 3.8 Buy RNAV (10% discount), PB1x
05/04/17 DIR Sembcorp Industries 3 2.67 Underperform Sum of parts
05/04/17 Lim & Tan Sembcorp Industries 3 0 Hold
05/04/17 OCBC Sembcorp Industries 3 3.48 Buy
05/04/17 UOB Kay Hian Sembcorp Industries 3 3.66 Buy Sum of parts
05/05/17 DMG & Partners Sembcorp Industries 3.15 3.2 Neutral Sum of parts
05/11/17 DIR Sembcorp Industries 3.14 3.14 Hold
05/29/17 phillip Sembcorp Industries 3.15 3.5 Accumulate Sum of parts (10% discount)
06/02/17 OCBC Sembcorp Industries 3.19 3.48 Buy
06/06/17 Credit Suisse Sembcorp Industries 3.16 3.6 Neutral Sum of parts
06/20/17 UOB Kay Hian Sembcorp Industries 3.1 3.66 Buy
07/12/17 OCBC Sembcorp Industries 3.13 3.48 Buy
07/13/17 UOB Kay Hian Sembcorp Industries 3.09 3.66 Buy Sum of parts
07/18/17 Credit Suisse Sembcorp Industries 3.15 3.6 Neutral
07/21/17 DBS Vickers Sembcorp Industries 3.24 4.1 Buy Sum of parts, PB1.1x FY17
07/24/17 CIMB Sembcorp Industries 3.29 3.52 Add Sum of parts
08/01/17 Credit Suisse Sembcorp Industries 3.23 3.6 Neutral PER13.9x FY17, PB0.8x
08/04/17 DIR Sembcorp Industries 3.22 3.14 Hold Probability weighted
08/04/17 UOB Kay Hian Sembcorp Industries 3.22 3.57 Buy Sum of parts
08/04/17 DMG & Partners Sembcorp Industries 3.22 3.2 Neutral Sum of parts
08/04/17 OCBC Sembcorp Industries 3.22 3.43 Hold
08/04/17 CIMB Sembcorp Industries 3.22 3.47 Add Sum of parts
08/04/17 DBS Vickers Sembcorp Industries 3.22 4 Buy RNAV (10% discount), PB1.1x
08/07/17 phillip Sembcorp Industries 3.18 3.5 Accumulate Sum of parts
08/07/17 Lim & Tan Sembcorp Industries 3.18 0 Hold
08/23/17 OCBC Sembcorp Industries 2.99 3.43 Buy
08/25/17 Morgan Stanley Sembcorp Industries 3.03 2.39 Underweight
09/04/17 CIMB Sembcorp Industries 2.98 3.47 Add Sum of parts
09/04/17 UOB Kay Hian Sembcorp Industries 2.98 3.59 Buy Sum of parts, PER10.1x FY18
09/05/17 Lim & Tan Sembcorp Industries 2.93 0 Buy
09/20/17 DBS Vickers Sembcorp Industries 2.96 4 Buy RNAV (10% discount), PB1.1x
09/27/17 Credit Suisse Sembcorp Industries 2.95 3.6 Neutral
10/02/17 UOB Kay Hian Sembcorp Industries 2.96 3.57 Buy Sum of parts
10/09/17 DBS Vickers Sembcorp Industries 3.02 4 Buy
10/24/17 Credit Suisse Sembcorp Industries 3.24 3.6 Neutral
11/03/17 CIMB Sembcorp Industries 3.38 3.87 Add Sum of parts, PER8.1x FY18, PB0.59x FY17
11/03/17 UOB Kay Hian Sembcorp Industries 3.38 3.87 Buy Sum of parts
11/03/17 Credit Suisse Sembcorp Industries 3.38 3.6 Neutral
11/03/17 OCBC Sembcorp Industries 3.38 3.59 Hold
11/03/17 Lim & Tan Sembcorp Industries 3.38 0 Buy
11/06/17 phillip Sembcorp Industries 3.3 3.7 Accumulate Sum of parts (10% discount)
11/06/17 DBS Vickers Sembcorp Industries 3.3 4.2 Buy Sum of parts, PB1.1x
11/21/17 OCBC Sembcorp Industries 3.05 3.59 Buy
12/12/17 UOB Kay Hian Sembcorp Industries 3.04 3.87 Buy Sum of parts
12/20/17 CIMB Sembcorp Industries 3.02 3.87 Add
01/02/18 UOB Kay Hian Sembcorp Industries 3.03 3.87 Buy
01/23/18 DBS Vickers Sembcorp Industries 3.38 4.5 Buy Sum of parts (10% discount), PB1.1x
02/05/18 OCBC Sembcorp Industries 3.57 3.95 Buy Sum of parts
02/13/18 DBS Vickers Sembcorp Industries 3.21 4.5 Buy
02/19/18 Lim & Tan Sembcorp Industries 3.22 0 Buy
02/20/18 UOB Kay Hian Sembcorp Industries 3.3 3.87 Buy
02/21/18 CIMB Sembcorp Industries 3.28 3.87 Add Sum of parts
02/26/18 OCBC Sembcorp Industries 3.24 3.84 Buy
02/26/18 phillip Sembcorp Industries 3.24 3.86 Accumulate Sum of parts
02/26/18 UOB Kay Hian Sembcorp Industries 3.24 3.28 Hold Sum of parts, Buy @ $2.90
02/26/18 CIMB Sembcorp Industries 3.24 4.13 Add Sum of parts, PER8x FY18, PB0.63x FY18
02/27/18 DBS Vickers Sembcorp Industries 3.2 4.4 Buy Sum of parts (10% discount), PB1.1x

Stock calls for 1 March 2018


Date Analyst Company Last Target Call Valuation
03/01/18 phillip Banyan Tree 0.605 0.71 Accumulate Sum of parts
03/01/18 DMG & Partners Centurion 0.515 0.47 Neutral DCF
03/01/18 Kim Eng Centurion 0.515 0.5 Hold DCF
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
03/01/18 Kim Eng City Developments 12.76 14.2 Buy RNAV
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)
03/01/18 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
03/01/18 DBS Vickers Creative Tech 4.02 5.56 Not Rated
03/01/18 Kim Eng Ho Bee 2.48 3.15 Buy RNAV (30% discount)
03/01/18 DMG & Partners Jadason 0.073 0.08 Neutral DCF
03/01/18 CIMB Mermaid Maritime 0.152 0.16 Hold PB0.48x CY18
03/01/18 Lim & Tan Noble 0.172 0 Avoid Suspension alert
03/01/18 DBS Vickers Olam 2.25 2.31 Hold DCF & PER16.1x
03/01/18 UOB Kay Hian Singapore Medical 0.56 0.83 Buy PER26.8x FY18
03/01/18 DBS Vickers UMS 1.16 1.37 Buy PER12x FY18
03/01/18 CIMB UMS 1.16 1.31 Add PB2.95x
03/01/18 SAC Advisors United Global 0.41 0.5 Buy PER12.2x FY18
03/01/18 OCBC Venture 27.56 34 Buy
03/01/18 UOB Kay Hian Venture 27.56 31.88 Buy PER19x FY18
03/01/18 DMG & Partners Venture 27.56 30.5 Buy DCF, PER19x FY18
03/01/18 Kim Eng Venture 27.56 31.2 Buy PB3.7x FY18
03/01/18 CIMB Venture 27.56 30.81 Add PER17.7x FY19
03/01/18 Lim & Tan Venture 27.56 0 Buy
03/01/18 DBS Vickers Venture 27.56 32.2 Buy
03/01/18 OCBC Wheelock Properties 1.87 2.34 Buy

China seized control of Anbang Insurance for political reason.

http://www.bbc.com/news/business-43164788

The chairman of Anbang Insurance was Wu XiaoHui.  This man is very well politically connected because he is the grandson-in-law of Deng XiaoPing.  The major shareholders of Anbang are also politically connected and involved Jiang MianHeng (Son of Jiang Zeming), Zhou YongKang (Jiang's henchman), Zhu Rongji's henchman, etc.

Basically, Jiang Zeming had tremendous power over Anbang and Anbang embarked on aggressive international acquisitions under the instructions of Jiang so that Anbang could be used to disrupt China's economy in the future.  Please read our previous postings to get an understanding on Jiang's plan to disrupt China's economy.

http://sg-stock.blogspot.sg/2017/07/political-battles-are-playing-out-in.html

http://sg-stock.blogspot.sg/2018/01/hot-news-winston-wen-son-of-wen-jiabao.html

http://sg-stock.blogspot.sg/2017/11/china-government-is-targeting-jack-ma.html

The USA is meddling in Venezuela's election with oil sanction.

https://sg.finance.yahoo.com/news/exclusive-u-mulls-sanctions-venezuela-put-pressure-maduro-024910508--finance.html

The USA is meddling in Venezuela's election with oil sanction.  Therefore, it has no right to accuse others of meddling in its own election.

http://sg-stock.blogspot.sg/2018/02/the-usa-is-adamant-to-destroy-venezuela.html


USA wants a political war with China now.

https://sg.news.yahoo.com/senate-passes-taiwan-travel-bill-worried-china-012715344.html

Oh great! A USA-China trade war is not enough, so the USA wants a political war now.

The Taiwanese president is stupid and stupidity has no cure.  Taiwan has nothing to gain but more to lose over this travel bill because China will increase its political and economic pressure over Taiwan.

The USA knows that it cannot use South China Sea issue against China anymore and is using Taiwan now.  China-ASEAN Codes of Conduct meeting in Vietnam has just started today to resolve the South China Sea matter.


Japan lodges protest against South Korea over comfort women issue.

https://sg.news.yahoo.com/japan-lodges-protest-south-koreas-moon-says-comfort-022955175.html

Our PM Lee had already asked Japan's neighbours not to demand Japan to apologize over and over again.  Why is South Korea not listening to our PM Lee?

http://www.dailymail.co.uk/wires/afp/article-3102924/Asia-WWII-Singapore-PM.html


UN Human Rights Council chastises USA over illegal detention.

https://sg.news.yahoo.com/u-n-body-says-u-detention-pakistani-guantanamo-034715334.html

What is the UN going to do about the illegal detention by the USA?

If the UN just chastises the USA, then the illegal detention is still being carried out by the USA without any repercussion or punishment.

Where are those countries that advocate rules-based system or order? Why are these countries keeping mum about this illegal detention?

Those countries which advocate rules-based system or order are just preaching selective rules-based system, not true or universal rules-based system.  What a hypocrite!

Noble's bankruptcy is coming!

https://www.bloombergquint.com/business/2018/02/28/auditor-warns-on-noble-group-s-future-as-assets-turn-negative

E&Y has warned that Noble has an on-going concern.  Furthermore, Goldilocks is rallying other shareholders to reject the restructuring plan.

There is no more hope for Noble anymore.

Japan's Fukushima radiation is still extremely high.

Many Japanese citizens are getting cancers in Japan, not just in Fukushima or regions around it.  However, the Japanese government is covering this up and not telling its citizens the true radiation level in Japan.