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Monday, March 19, 2018

Stock calls for 19 March 2018


Date Analyst Company Last Target Call Valuation
03/19/18 DBS Vickers A-Reit 2.66 2.85 Buy
03/19/18 DBS Vickers AIMS AMP Cap Ind Reit 1.38 1.57 Not Rated
03/19/18 DMG & Partners Breadtalk 1.94 2 Take Profit Sum of parts
03/19/18 DBS Vickers CapitaRetail China 1.58 1.8 Buy
03/19/18 DBS Vickers Cromwell Reit (EUR) 0.56 0.63 Buy
03/19/18 phillip F & N 2.25 2.83 Buy
03/19/18 phillip Geo Energy 0.225 0.47 Buy PER10x
03/19/18 DBS Vickers Keppel DC Reit 1.4 1.6 Buy
03/19/18 DBS Vickers Keppel Reit 1.21 1.41 Buy
03/19/18 phillip Old Chang Kee 0.76 0.98 Buy
03/19/18 DBS Vickers OUE Commercial 0.715 0.73 Hold
03/19/18 phillip Sheng Siong 0.945 1.13 Buy
03/19/18 UOB Kay Hian Singapore Medical 0.51 0.74 Buy PER25.8x FY18
03/19/18 DBS Vickers Starhill 0.725 0.82 Buy
03/19/18 Phillip Thai Beverage 0.815 1.05 Buy

Noble has defaulted on its bond coupon.

https://www.businesstimes.com.sg/stocks/hot-stock-noble-plunges-16-after-decision-not-to-pay-us379m-bond-due-tuesday

Noble is trying to play punk now by defaulting on its bond coupon payment and insisting that it won't repay any missed payment.

This shows that Noble is in a very serious financial situation and will collapse anytime soon.

Saturday, March 17, 2018

India is trying to get cozy with China after getting spurned by the USA.

http://www.bbc.com/news/world-asia-india-19473365

India has decided to get cozy with China after getting spurned by the USA.

This is a complete change in stance by India because India has been so anti-China.  This joint-military exercise is a significant milestone for both countries.

http://sg-stock.blogspot.sg/2018/03/india-has-to-pay-much-higher-price-to.html

Look like India is starting to see the true colours of the USA.

Baltic dry index - 1143

Today, Friday, March 16 2018, the Baltic Dry Index decreased by 7 points, reaching 1143 points.
Baltic Dry Index is compiled by the London-based Baltic Exchange and covers prices for transported cargo such as coal, grain and iron ore. The index is based on a daily survey of agents all over the world. Baltic Dry hit a temporary peak on May 20, 2008, when the index hit 11,793. The lowest level ever reached was on Wednesday the 10th of February 2016, when the index dropped to 290 points.
==========================
Related Stocks: Sembcorp Marine, Cosco & Pan Ocean.

US rig count - 990

HOUSTON, March 16 - The U.S. rig count added six this week, building on weeks of consistent but slow growth, according to weekly data collected by Baker Hughes released on Friday.
Houston oilfield services company Baker Hughes reported that the number of oil-seeking rigs increased by four this week, for a total of 800 active oil wells in the country -- a figure that is 169 more than this time last year.
The total number of oil and gas rigs now stands at 990, which is an addition of 201 rigs year on year.
The overall rig count, including oil and gas rigs, has sat below 1,000 since April 2015 when oil prices were collapsing.
=========================
Related stocks: Keppel Corp, Sembcorp Marine, Cosco.

Friday, March 16, 2018

Sunningdale - Stock calls


Date Analyst Company Last Target Call Valuation
03/29/16 CIMB Sunningdale 1.07 1.49 Add PB0.8x CY16
08/04/16 CIMB Sunningdale 1 1.44 Add PB0.8x FY16
10/31/16 CIMB Sunningdale 1.055 1.51 Add PB0.8x FY17
11/18/16 CIMB Sunningdale 1.09 1.51 Add
12/06/16 CIMB Sunningdale 1.09 1.51 Add
02/28/17 CIMB Sunningdale 1.285 1.56 Add
02/28/17 Lim & Tan Sunningdale 1.285 0 Buy
03/06/17 UOB Kay Hian Sunningdale 1.365 1.83 Buy
03/09/17 DBS Vickers Sunningdale 1.445 1.64 Not Rated PER10x FY17
04/07/17 UOB Kay Hian Sunningdale 1.76 1.83 Hold PER11x FY17, Buy @ $1.65
05/15/17 Lim & Tan Sunningdale 1.84 0 Buy
05/15/17 UOB Kay Hian Sunningdale 1.84 2.04 Buy
05/16/17 CIMB Sunningdale 1.835 2.19 Add PB1.11x FY17
05/25/17 DBS Vickers Sunningdale 1.95 2.62 Buy PER13x FY18
07/05/17 CIMB Sunningdale 1.765 2.19 Add PB1.11x FY17
07/28/17 Lim & Tan Sunningdale 1.995 0 Buy
08/03/17 UOB Kay Hian Sunningdale 2.05 2.51 Buy PER11.4x FY18, PB1.34x FY16
08/03/17 DBS Vickers Sunningdale 2.05 2.62 Buy PER13x FY18
08/03/17 Lim & Tan Sunningdale 2.05 0 Buy
08/04/17 CIMB Sunningdale 2.15 2.19 Add PB1.11x FY17
08/04/17 DBS Vickers Sunningdale 2.15 2.7 Buy PER13x FY18
10/02/17 DBS Vickers Sunningdale 1.97 2.7 Buy PER13x FY18
10/03/17 NRA Sunningdale 2.02 2.73 Not Rated PER13.46x
10/30/17 CIMB Sunningdale 2.14 2.86 Add PB1.36x FY18
11/09/17 CIMB Sunningdale 2.25 2.79 Add PB1.33x FY18
11/09/17 Lim & Tan Sunningdale 2.25 0 Buy
11/10/17 UOB Kay Hian Sunningdale 2.15 2.51 Buy PER11.4x FY18
11/10/17 DBS Vickers Sunningdale 2.15 2.7 Buy PER13x FY18
12/06/17 DBS Vickers Sunningdale 1.89 2.7 Buy
12/20/17 CIMB Sunningdale 1.84 2.79 Add
01/10/18 CIMB Sunningdale 1.92 2.79 Add
02/07/18 CIMB Sunningdale 1.86 2.79 Add
02/23/18 CIMB Sunningdale 1.93 2.82 Add
02/23/18 UOB Kay Hian Sunningdale 1.93 2.51 Buy PER11.4x FY18
02/23/18 DBS Vickers Sunningdale 1.93 2.7 Buy PER13x FY18
02/23/18 Lim & Tan Sunningdale 1.93 0 Buy on weakness

Straits Trading - Stock calls


Date Analyst Company Last Target Call Valuation
04/10/17 OCBC Straits Trading 2.27 2.73 Buy
05/16/17 OCBC Straits Trading 2.31 2.73 Buy

Stock calls for 16 March 2018


Date Analyst Company Last Target Call Valuation
03/16/18 phillip Golden Energy 0.37 0.48 Buy PER10x
03/16/18 UOB Kay Hian Singapore Post 1.37 1.6 Buy Sum of parts
03/16/18 Amfrasers Uni-Asia 1.45 1.81 Buy Sum of parts, PB0.5x FY18, PER10x FY18
03/16/18 CIMB UOL 8.79 9.67 Add
03/16/18 OCBC Yangzijiang 1.3 1.34 Hold Sum of parts

Singapore NODX fell 5.9% in February 2018.

https://sg.finance.yahoo.com/news/nodx-slipped-5-9-february-034700646.html

Year on year changes (YOY):

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%

Analysts attributed the fall in Feb NODX to the Lunar New Year holiday as exports to China plunged heavily.  However, the JAN & FEB 2017 NODX increased by 8.6% and 21.1% respectively.  Therefore, the FEB 2018 fall is not purely due to the CNY effect because CNY usually occurs in Jan or Feb.

What the NODX's trend is showing is that the Singapore economy is closely tied to China now.

https://sg-stock.blogspot.sg/2018/02/singapores-nodx-upped-13-yoy-in-january.html

Thursday, March 15, 2018

The USA budget deficit widened to a 6-year high in February 2018 to USD$215b.

http://money.cnn.com/2018/03/12/news/economy/budget-deficit/index.html

https://tradingeconomics.com/united-states/government-budget-value

The USA budget deficit widened to a 6-year high in February 2018 to USD$215b.  This shows that the USA economy is based on credit financing and the USA has to keep issuing government bonds to fund its economy.  If the interest rates go up too fast, the USA will have a heavy burden to finance its national debt of more than US$20t.  If the USA has to borrow US$200b per month to finance its economic growth, it is subjecting itself to a very dicey situation because the recent bond sales are underwhelming.

What is this budget deficit?

We'll explain budget deficit in a simplified way.

First, there must be a fiscal deficit before the budget deficit.  Fiscal deficit happens when the government's revenue cannot meet its expenditure, resulting in a shortfall.  Then, the government has to borrow money to meet this cash shortfall and this is what we called a budget deficit.

When the revenue is equal to the expenditure, the budget is neutral (no surplus or deficit).

It is a big mistake to get Australia involved in ASEAN.

https://www.theguardian.com/world/2018/mar/15/australia-warned-against-dancing-with-dictators-at-asean-summit-in-sydney

When did Australia become the ASEAN policing authority for ASEAN?

It is really a big mistake to get Australia involved in ASEAN.  Singapore, as the chairman of ASEAN 2018, should stop Australia from pushing and imposing its own agenda and values on ASEAN.

Singapore is creating ramification in ASEAN when it doesn't take action against Australia.  Australia is provoking the ire of developing ASEAN countries and ASEAN will become a less effective and cohesive entity.

https://sg-stock.blogspot.sg/2018/03/ramification-will-increase-in-asean.html


India has to pay a much higher price to get cozy with the USA.

https://www.channelnewsasia.com/news/business/us-launches-wto-action-on-indian-export-subsidies-10044250

There is no free lunch in this world and India has to pay a high price to get cozy with the USA so that it can become part of the USA's allies to contain China.

Is it worth to pay for such a high price to become the USA's lackey?

http://sg-stock.blogspot.sg/2018/02/india-has-to-pay-high-price-to-be-usa.html

Starhub - Stock calls


Date Analyst Company Last Target Call Valuation
01/18/16 DMG & Partners Starhub 3.47 4 Neutral
01/18/16 OCBC Starhub 3.47 3.91 Buy
01/25/16 Credit Suisse Starhub 3.31 3.05 Underperform
01/25/16 UOB Kay Hian Starhub 3.31 3.82 Hold
01/26/16 Deutsche Starhub 3.37 4.05 Hold
02/17/16 CIMB Starhub 3.8 3.6 Hold DCF
02/17/16 DBS Vickers Starhub 3.8 3.3 Fully Valued
02/17/16 DIR Starhub 3.8 3.02 Sell DDM
02/17/16 DMG & Partners Starhub 3.8 4.06 Neutral DCF
02/17/16 Kim Eng Starhub 3.8 4 Hold DCF
02/17/16 OCBC Starhub 3.8 3.94 Hold DCF, Buy @ $3.70
02/17/16 UOB Kay Hian Starhub 3.8 3.8 Hold DCF, Buy @ $3.30
02/19/16 Credit Suisse Starhub 3.49 3 Underperform
03/04/16 Deutsche Starhub 3.39 4.05 Hold
03/15/16 CIMB Starhub 3.41 3.6 Hold
03/16/16 OCBC Starhub 3.37 3.94 Hold
03/17/16 UOB Kay Hian Starhub 3.38 3.8 Hold DCF
03/21/16 Credit Suisse Starhub 3.34 3.05 Underperform
03/23/16 Lim & Tan Starhub 3.32 0 Hold
03/28/16 UOB Kay Hian Starhub 3.36 3.03 Sell Probability weighted
03/31/16 OCBC Starhub 3.31 3.8 Buy DCF
04/07/16 Deutsche Starhub 3.33 4.05 Buy
04/08/16 UOB Kay Hian Starhub 3.29 3.03 Sell
04/13/16 Credit Suisse Starhub 3.3 3 Underperform
05/06/16 CIMB Starhub 3.3 3.2 Hold DCF
05/06/16 Credit Suisse Starhub 3.3 3 Underperform
05/06/16 DBS Vickers Starhub 3.3 3.3 Fully Valued
05/06/16 DIR Starhub 3.3 2.99 Underperform DDM
05/06/16 DMG & Partners Starhub 3.3 3.75 Neutral DCF
05/06/16 Kim Eng Starhub 3.3 4 Hold
05/06/16 Lim & Tan Starhub 3.3 0 Hold
05/06/16 UOB Kay Hian Starhub 3.3 3.03 Sell Probability weighted
05/12/16 UOB Kay Hian Starhub 3.31 2.3 Sell
05/16/16 DBS Vickers Starhub 3.38 3.3 Hold
05/25/16 OCBC Starhub 3.48 3.69 Buy
06/01/16 Kim Eng Starhub 3.53 4.15 Buy DCF
06/10/16 OCBC Starhub 3.63 3.69 Hold DCF, Buy @ $3.50
06/15/16 UOB Kay Hian Starhub 3.55 2.3 Sell
07/07/16 Credit Suisse Starhub 3.75 3 Underperform
07/14/16 UOB Kay Hian Starhub 3.92 2.3 Sell
08/04/16 CIMB Starhub 3.88 3.7 Hold DCF
08/04/16 DBS Vickers Starhub 3.88 4.1 Buy
08/04/16 DIR Starhub 3.88 3.31 Underperform DDM
08/04/16 Lim & Tan Starhub 3.88 3.52 Sell Bloomberg consensus target
08/04/16 OCBC Starhub 3.88 3.94 Hold DCF, Buy @ $3.70 or lower
08/04/16 UOB Kay Hian Starhub 3.88 3.07 Sell Probability weighted
08/22/16 DBS Vickers Starhub 3.85 3.65 Hold
08/26/16 Credit Suisse Starhub 3.8 3 Underperform
09/02/16 CIMB Starhub 3.63 3.7 Hold DCF
09/02/16 OCBC Starhub 3.63 3.69 Hold
09/02/16 UOB Kay Hian Starhub 3.63 2.62 Sell
09/05/16 Kim Eng Starhub 3.47 3.52 Hold DCF
09/09/16 Credit Suisse Starhub 3.45 3 Underperform
09/22/16 Credit Suisse Starhub 3.4 2.65 Underperform
09/22/16 DBS Vickers Starhub 3.4 3 Fully Valued DCF
09/22/16 Deutsche Starhub 3.4 3.9 Buy
10/03/16 UOB Kay Hian Starhub 3.43 2.62 Sell
10/04/16 DIR Starhub 3.47 3.04 Underperform DDM
11/02/16 DBS Vickers Starhub 3.37 2.8 Fully Valued DCF
11/03/16 CIMB Starhub 3.38 3.7 Hold DCF
11/03/16 Credit Suisse Starhub 3.38 2.65 Underperform
11/03/16 DIR Starhub 3.38 3.04 Underperform DDM
11/03/16 Lim & Tan Starhub 3.38 0 Sell
11/03/16 OCBC Starhub 3.38 3.3 Hold DCF
11/03/16 UOB Kay Hian Starhub 3.38 2.4 Sell DCF
11/21/16 CIMB Starhub 2.9 3.2 Hold DCF
12/02/16 DMG & Partners Starhub 2.89 3.75 Neutral
12/05/16 UOB Kay Hian Starhub 2.87 2.4 Sell DCF
12/06/16 CIMB Starhub 2.95 3.2 Hold DCF
12/07/16 Deutsche Starhub 2.91 3.9 Buy
12/09/16 OCBC Starhub 2.95 3.05 Hold
12/15/16 Credit Suisse Starhub 2.9 2.65 Underperform
12/15/16 DBS Vickers Starhub 2.9 2.65 Fully Valued DCF
12/15/16 DIR Starhub 2.9 2.58 Underperform DDM
01/03/17 DMG & Partners Starhub 2.81 2.82 Neutral
01/03/17 UOB Kay Hian Starhub 2.81 2.4 Sell
01/12/17 Deutsche Starhub 2.93 3.9 Buy
01/13/17 Credit Suisse Starhub 2.92 2.65 Underperform
01/13/17 DBS Vickers Starhub 2.92 3.01 Hold DCF
01/17/17 DIR Starhub 3.01 2.56 Underperform DDM
01/18/17 UOB Kay Hian Starhub 3.08 3.55 Buy DCF
02/06/17 CIMB Starhub 3 2.6 Reduce DCF, Buy @ $2.30 or below
02/06/17 Credit Suisse Starhub 3 2.35 Underperform
02/06/17 DBS Vickers Starhub 3 2.85 Hold DCF
02/06/17 DIR Starhub 3 2.31 Sell DDM
02/06/17 DMG & Partners Starhub 3 2.7 Neutral DCF
02/06/17 Kim Eng Starhub 3 2.49 Sell DCF
02/06/17 OCBC Starhub 3 2.65 Sell DCF
02/06/17 UOB Kay Hian Starhub 3 3.22 Buy DCF
02/07/17 Lim & Tan Starhub 2.8 0 Sell
03/09/17 UOB Kay Hian Starhub 2.85 3.1 Hold DCF, Buy @ $2.80
03/17/17 OCBC Starhub 2.81 2.5 Sell
03/20/17 Credit Suisse Starhub 2.87 2.25 Underperform
03/24/17 Kim Eng Starhub 2.86 2.49 Sell DCF
03/27/17 UOB Kay Hian Starhub 2.88 2.5 Hold
04/05/17 CIMB Starhub 2.88 2.6 Reduce
04/05/17 Credit Suisse Starhub 2.88 2.25 Underperform
04/05/17 DMG & Partners Starhub 2.88 2.7 Neutral
04/05/17 Kim Eng Starhub 2.88 2.36 Sell DCF
04/05/17 OCBC Starhub 2.88 2.5 Sell
04/06/17 DBS Vickers Starhub 2.86 2.85 Hold
05/04/17 Credit Suisse Starhub 2.78 2.2 Underperform
05/04/17 DMG & Partners Starhub 2.78 2.7 Neutral DCF
05/04/17 Kim Eng Starhub 2.78 2.36 Sell DCF
05/04/17 OCBC Starhub 2.78 2.4 Sell DCF
05/04/17 UOB Kay Hian Starhub 2.78 2.98 Hold DCF, Buy @ $2.62
05/05/17 CIMB Starhub 2.78 2.45 Reduce DCF, Buy @ $2.15 or below
06/05/17 DBS Vickers Starhub 2.73 2.7 Fully Valued
06/09/17 OCBC Starhub 2.74 2.4 Sell
06/16/17 UOB Kay Hian Starhub 2.73 2.98 Hold DCF, Buy @ $2.62
06/23/17 DIR Starhub 2.7 2.31 Sell DDM
07/07/17 DMG & Partners Starhub 2.72 2.7 Neutral
07/20/17 Credit Suisse Starhub 2.74 2.2 Underperform
08/03/17 DMG & Partners Starhub 2.7 2.7 Hold DCF
08/03/17 DIR Starhub 2.7 2.31 Sell DDM
08/03/17 UOB Kay Hian Starhub 2.7 2.9 Hold DCF, Buy @ $2.60
08/03/17 OCBC Starhub 2.7 2.4 Sell DCF
08/03/17 CIMB Starhub 2.7 2.5 Reduce DCF, Buy @ $2.20 or below
08/03/17 Lim & Tan Starhub 2.7 0 Hold
08/03/17 DBS Vickers Starhub 2.7 2.33 Fully Valued DCF
08/22/17 UOB Kay Hian Starhub 2.59 2.62 Hold DCF, Buy @ $2.38
09/07/17 UOB Kay Hian Starhub 2.63 2.62 Hold DCF, Buy @ $2.38
09/08/17 Credit Suisse Starhub 2.64 2.2 Underperform
09/11/17 OCBC Starhub 2.63 2.3 Sell
09/14/17 Kim Eng Starhub 2.58 2.17 Sell DCF
09/20/17 Deutsche Starhub 2.59 3.5 Buy
09/25/17 CIMB Starhub 2.6 2.5 Hold
09/28/17 DIR Starhub 2.65 2.25 Sell DDM
10/12/17 UOB Kay Hian Starhub 2.64 2.62 Hold DCF, Buy @ $2.38
10/16/17 DBS Vickers Starhub 2.67 2.2 Fully Valued DCF
11/03/17 OCBC Starhub 2.64 2.3 Sell
11/03/17 Kim Eng Starhub 2.64 2.17 Sell DCF
11/03/17 UOB Kay Hian Starhub 2.64 2.62 Hold DCF, Buy @ $2.38
11/03/17 Credit Suisse Starhub 2.64 2.2 Underperform
11/03/17 DMG & Partners Starhub 2.64 2.7 Neutral DCF
11/03/17 CIMB Starhub 2.64 2.5 Hold DCF
11/06/17 DBS Vickers Starhub 2.72 2.2 Fully Valued DCF
12/20/17 CIMB Starhub 2.88 2.5 Hold
01/10/18 DMG & Partners Starhub 2.89 2.7 Neutral
01/12/18 UOB Kay Hian Starhub 2.93 2.62 Hold
01/17/18 CIMB Starhub 2.92 2.8 Hold DCF
01/26/18 DBS Vickers Starhub 2.97 2.2 Fully Valued DCF
02/15/18 OCBC Starhub 2.86 2.2 Sell
02/15/18 UOB Kay Hian Starhub 2.86 2.7 Hold DCF, Buy @ $2.50
02/15/18 Kim Eng Starhub 2.86 2.27 Sell DCF
02/15/18 Credit Suisse Starhub 2.86 2.15 Underperform
02/15/18 CIMB Starhub 2.86 2.7 Hold DCF
02/15/18 Lim & Tan Starhub 2.86 0 Sell
02/15/18 DMG & Partners Starhub 2.86 2.65 Neutral
02/20/18 DBS Vickers Starhub 2.6 2.2 Fully Valued DCF
03/12/18 UOB Kay Hian Starhub 2.47 2.7 Hold
03/14/18 Kim Eng Starhub 2.44 2.27 Sell DCF
03/15/18 CIMB Starhub 2.43 2.7 Hold DCF
03/15/18 DMG & Partners Starhub 2.43 2.65 Neutral

Starhill - Stock calls


Date Analyst Company Last Target Call Valuation
01/05/16 UOB Kay Hian Starhill 0.76 0.91 Buy
01/08/16 DBS Vickers Starhill 0.74 0.84 Buy DCF
01/08/16 OCBC Starhill 0.74 0.93 Buy
01/28/16 DIR Starhill 0.725 0.84 Outperform DDM
01/28/16 DMG & Partners Starhill 0.725 0.84 Buy DDM, PB0.93x FY15
01/28/16 Kim Eng Starhill 0.725 0.75 Hold Yield 7.5% FY16
01/28/16 OCBC Starhill 0.725 0.84 Buy DDM
03/07/16 CIMB Starhill 0.76 0.81 Hold DDM
03/16/16 DBS Vickers Starhill 0.765 0.84 Buy
03/16/16 OCBC Starhill 0.765 0.84 Buy
03/17/16 DMG & Partners Starhill 0.77 0.84 Buy
03/30/16 UOB Kay Hian Starhill 0.765 0.91 Buy DDM
04/01/16 DBS Vickers Starhill 0.78 0.84 Buy DCF
04/13/16 Kim Eng Starhill 0.785 0.79 Hold Yield 7%
04/25/16 CIMB Starhill 0.79 0.82 Hold DDM
04/25/16 DIR Starhill 0.79 0.84 Outperform DDM
04/25/16 OCBC Starhill 0.79 0.84 Buy
04/27/16 UOB Kay Hian Starhill 0.79 0.91 Buy
05/17/16 Kim Eng Starhill 0.78 0.79 Hold
06/09/16 OCBC Starhill 0.775 0.84 Buy
06/10/16 DIR Starhill 0.775 0.87 Outperform DDM
06/23/16 UOB Kay Hian Starhill 0.765 0.92 Buy DDM
07/04/16 DMG & Partners Starhill 0.785 0.84 Buy
07/18/16 UOB Kay Hian Starhill 0.795 1 Buy
08/01/16 OCBC Starhill 0.8 0.86 Buy
08/01/16 UOB Kay Hian Starhill 0.8 1 Buy DDM
08/02/16 CIMB Starhill 0.81 0.86 Hold DDM
08/02/16 DIR Starhill 0.81 0.88 Outperform DDM
08/02/16 Religare Starhill 0.81 0.9 Buy
08/03/16 DBS Vickers Starhill 0.81 0.87 Buy
10/14/16 DIR Starhill 0.81 0.88 Outperform
10/31/16 OCBC Starhill 0.81 0.86 Buy
11/01/16 CIMB Starhill 0.815 0.86 Hold DDM
11/01/16 DBS Vickers Starhill 0.815 0.87 Buy DCF
12/05/16 DMG & Partners Starhill 0.755 0.84 Buy
12/06/16 Kim Eng Starhill 0.75 0.89 Buy
12/09/16 UOB Kay Hian Starhill 0.75 0.9 Buy
01/09/17 DBS Vickers Starhill 0.77 0.87 Buy DCF
01/18/17 DIR Starhill 0.75 0.88 Outperform DDM
01/31/17 DBS Vickers Starhill 0.76 0.85 Buy DCF
02/02/17 CIMB Starhill 0.77 0.72 Hold DDM
02/02/17 DIR Starhill 0.77 0.86 Outperform DDM
02/02/17 DMG & Partners Starhill 0.77 0.81 Buy DDM
02/02/17 OCBC Starhill 0.77 0.82 Buy
03/07/17 UOB Kay Hian Starhill 0.745 0.9 Buy
03/10/17 DMG & Partners Starhill 0.735 0.81 Buy
04/04/17 DBS Vickers Starhill 0.76 0.85 Buy
04/07/17 DMG & Partners Starhill 0.765 0.81 Buy DDM
04/11/17 UOB Kay Hian Starhill 0.77 0.9 Buy DDM
04/18/17 DIR Starhill 0.765 0.86 Outperform
04/28/17 DBS Vickers Starhill 0.775 0.83 Buy PB0.86x
04/28/17 OCBC Starhill 0.775 0.82 Buy
05/05/17 DIR Starhill 0.76 0.85 Outperform DDM
05/17/17 OCBC Starhill 0.75 0.82 Buy
05/26/17 OCBC Starhill 0.76 0.81 Hold
06/06/17 DIR Starhill 0.755 0.85 Outperform
07/04/17 DMG & Partners Starhill 0.78 0.81 Buy
07/31/17 DIR Starhill 0.775 0.85 Outperform DDM
07/31/17 Religare Starhill 0.775 0.88 Buy
08/01/17 OCBC Starhill 0.78 0.82 Buy DDM
08/01/17 DMG & Partners Starhill 0.78 0.81 Neutral DDM
08/01/17 CIMB Starhill 0.78 0.83 Hold DDM
08/02/17 DBS Vickers Starhill 0.78 0.82 Buy
09/15/17 DIR Starhill 0.75 0.8 Outperform DDM
09/21/17 DMG & Partners Starhill 0.75 0.81 Neutral
10/23/17 UOB Kay Hian Starhill 0.775 0.9 Buy
10/31/17 CIMB Starhill 0.775 0.83 Hold DDM
11/01/17 OCBC Starhill 0.77 0.77 Hold
11/01/17 DBS Vickers Starhill 0.77 0.82 Buy DCF
01/02/18 Kim Eng Starhill 0.78 0.7 Sell DDM
01/05/18 DMG & Partners Starhill 0.775 0.81 Neutral DDM
01/30/18 OCBC Starhill 0.78 0.77 Hold
01/30/18 Lim & Tan Starhill 0.78 0 Hold

Stock calls for 15 March 2018


Date Analyst Company Last Target Call Valuation
03/15/18 UOB Kay Hian ART 1.16 1.23 Hold
03/15/18 UOB Kay Hian CDL Hospitality 1.69 1.95 Buy
03/15/18 CIMB Cityneon 1.11 1.58 Add PER14x FY19
03/15/18 DMG & Partners DBS 29.12 27 Neutral PB1.39x FY18
03/15/18 UOB Kay Hian Frasers Hospitality Trust 0.78 0.9 Buy
03/15/18 CIMB M1 1.78 1.85 Hold
03/15/18 DMG & Partners M1 1.78 1.95 Neutral
03/15/18 CIMB MM2 Asia 0.505 0.74 Add Sum of parts
03/15/18 Lim & Tan SIA 11.2 0 Neutral
03/15/18 CIMB Singtel 3.4 4 Add Sum of parts
03/15/18 DMG & Partners Singtel 3.4 4.1 Buy Sum of parts
03/15/18 CIMB Starhub 2.43 2.7 Hold DCF
03/15/18 DMG & Partners Starhub 2.43 2.65 Neutral

Health alert - Cut down on bottled plastic drinks!

https://www.channelnewsasia.com/news/health/top-bottled-water-brands-contaminated-with-plastic-particles-10044936

Look like plastic particles are getting into our lifestyles now.  We did report about such micro-plastics in our previous postings before in the sea and marine food.

http://sg-stock.blogspot.sg/2017/12/seafood-health-alerts-in-norway-chile.html

The USA will become the public enemy no.1 soon.

https://sg.finance.yahoo.com/news/trump-seems-hint-could-pull-050600774.html

Trump is threatening South Korea now so that he can have the bargaining power to dictate the trade deals.

What a lowball move!

Wednesday, March 14, 2018

Bitcoin is worthless!

https://sg.finance.yahoo.com/news/bitcoin-worthless-bubble-may-pop-soon-allianz-global-says-081624747.html

The statement that bitcoin is worthless and is coming from an EUR$500b company head cannot be taken lightly because of the ripple effect he can create.  He will tell all his customers the same thing in his capacity in the company.