Date | Analyst | Company | Last | Target | Call | Valuation |
12/06/19 | Phillip | A-Reit | 3.01 | 3.25 | Accumulate | |
12/06/19 | Morgan Stanley | A-Reit | 3.01 | 3.04 | Overweight | |
12/06/19 | Macquarie | A-Reit | 3.01 | 2.7 | Neutral | |
12/06/19 | DMG & Partners | Comfortdelgro | 2.4 | 2.38 | Neutral | DCF |
12/06/19 | DBS Vickers | Lendlease Reit | 0.92 | 1.05 | Buy | DCF |
12/06/19 | DBS Vickers | Mapletree North Asia | 1.15 | 1.3 | Buy | DCF |
12/06/19 | UOB Kay Hian | Penguin | 0.725 | 0.85 | Buy | |
12/06/19 | Amfrasers | Sunpower | 0.55 | 0.91 | outperform | Sum of parts |
Friday, December 6, 2019
Stock calls for 6 December 2019
Thursday, December 5, 2019
Propnex - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/27/19 | UOB Kay Hian | Propnex | 0.565 | 0.66 | Buy | |
04/01/19 | UOB Kay Hian | Propnex | 0.595 | 0.66 | Buy | |
05/16/19 | UOB Kay Hian | Propnex | 0.505 | 0.6 | Buy | DCF, PER10x FY19 |
06/03/19 | phillip | Propnex | 0.5 | 0.63 | Buy | DCF |
06/07/19 | CIMB | Propnex | 0.49 | 0.64 | Add | |
08/16/19 | UOB Kay Hian | Propnex | 0.505 | 0.5 | Hold | |
08/19/19 | phillip | Propnex | 0.5 | 0.59 | Buy | DCF |
10/11/19 | phillip | Propnex | 0.49 | 0.59 | Buy | |
10/14/19 | UOB Kay Hian | Propnex | 0.49 | 0.56 | Buy | PER12x FY20 |
11/15/19 | UOB Kay Hian | Propnex | 0.525 | 0.62 | Buy | PER12x FY20 |
11/18/19 | phillip | Propnex | 0.515 | 0.59 | Buy | DCF |
11/25/19 | CIMB | Propnex | 0.515 | 0.68 | Add |
Prime US Reit - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
11/05/19 | DBS Vickers | Prime US Reit | 0.94 | 1.05 | Buy | DCF |
Perennial Reit - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/14/19 | DBS Vickers | Perennial Reit | 0.645 | 0.83 | Buy | RNAV (55% discount) |
04/24/19 | DBS Vickers | Perennial Reit | 0.65 | 0.83 | Buy | RNAV (55% discount) |
05/13/19 | DBS Vickers | Perennial Reit | 0.64 | 0.83 | Buy | RNAV (55% discount) |
Stock calls for 5 December 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
12/05/19 | OCBC | Mapletree North Asia | 1.16 | 1.41 | Buy | |
12/05/19 | CIMB | Singtel | 3.4 | 3.7 | Add | Sum of parts |
12/05/19 | Kim Eng | UMS | 0.95 | 1.13 | Buy | PB2.2x FY20 |
12/05/19 | DMG & Partners | Unusual | 0.27 | 0.42 | Buy | DCF |
Hot news! Russia had provided some HK intelligence to China.
https://sputniknews.com/asia/201912021077466396-why-are-ukrainian-neo-nazis-joining-the-hong-kong-protests/
The Ukranian neo-nazis had participated in HK protests and the dudes had been identified by Russia.
It was said that these dudes were financed by NED to create chaos in HK.
The Ukranian neo-nazis had participated in HK protests and the dudes had been identified by Russia.
It was said that these dudes were financed by NED to create chaos in HK.
Wednesday, December 4, 2019
The HK rioters cannot organize large protests anymore.
https://sg.news.yahoo.com/hong-kong-protests-crowds-shrink-092511072.html
We've stated this before in our previous post.
http://sg-stock.blogspot.com/2019/11/what-is-hong-kongs-future-now.html
The HK rioters can no longer organize large protests anymore because they lack funds and citizens' support. The ordinary residents have given up on these rioters because they've seen how the rioters terrorize ordinary people.
We've stated this before in our previous post.
http://sg-stock.blogspot.com/2019/11/what-is-hong-kongs-future-now.html
The HK rioters can no longer organize large protests anymore because they lack funds and citizens' support. The ordinary residents have given up on these rioters because they've seen how the rioters terrorize ordinary people.
Penguin - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
04/26/19 | phillip | Penguin | 0.45 | 0.61 | Buy | PER5x FY19 (ex-cash) |
05/21/19 | phillip | Penguin | 0.44 | 0.61 | Buy | PER5x FY19 (ex-cash) |
05/27/19 | CIMB | Penguin | 0.445 | 0.72 | Add | PB1x FY19 |
08/07/19 | phillip | Penguin | 0.495 | 0.61 | Buy | PER5x FY19 (ex-cash) |
10/09/19 | UOB Kay Hian | Penguin | 0.62 | 0.85 | Buy | PER7.6x FY2020 |
11/08/19 | CIMB | Penguin | 0.66 | 0.81 | Add | PB1x FY20 |
11/08/19 | UOB Kay Hian | Penguin | 0.66 | 0.85 | Buy | |
11/11/19 | phillip | Penguin | 0.7 | 0.93 | Buy | PER5x FY20 (ex-cash) |
Parkway Life - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/30/19 | DBS Vickers | Parkway Life | 2.8 | 3.1 | Buy | |
03/18/19 | UOB Kay Hian | Parkway Life | 2.88 | 3.25 | Buy | DDM |
04/01/19 | UOB Kay Hian | Parkway Life | 2.92 | 3.25 | Buy | DDM |
05/02/19 | UOB Kay Hian | Parkway Life | 2.89 | 3.25 | Buy | |
07/31/19 | Lim & Tan | Parkway Life | 3.06 | 0 | Hold | |
08/01/19 | UOB Kay Hian | Parkway Life | 3.06 | 3.25 | Buy | |
08/01/19 | DBS Vickers | Parkway Life | 3.06 | 3.35 | Buy | |
10/31/19 | Lim & Tan | Parkway Life | 3.24 | 0 | Hold | |
11/01/19 | UOB Kay Hian | Parkway Life | 3.27 | 3.58 | Buy | DDM |
11/01/19 | CIMB | Parkway Life | 3.27 | 3.26 | Hold |
Pacific Century - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/04/19 | Lim & Tan | Pacific Century | 0.385 | 0 | Buy |
Stock calls for 4 December 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
12/04/19 | DBS Vickers | CapitaCommercial | 2.01 | 2.3 | Buy | |
12/04/19 | phillip | DBS | 24.98 | 27.3 | Accumulate | |
12/04/19 | UOB Kay Hian | IHH Healthcare | 1.74 | 1.94 | Buy | Sum of parts, Ringgit $5.93 target price |
12/04/19 | DBS Vickers | Keppel Reit | 1.23 | 1.45 | Buy | |
12/04/19 | phillip | OCBC | 10.68 | 11.7 | Accumulate | |
12/04/19 | DBS Vickers | OUE Commercial | 0.56 | 0.6 | Buy | |
12/04/19 | DBS Vickers | Suntec Reit | 1.83 | 2.15 | Buy | |
12/04/19 | phillip | UOB | 25.54 | 27.8 | Accumulate |
Tuesday, December 3, 2019
PACC Offshore - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/26/19 | DBS Vickers | PACC Offshore | 0.183 | 0.2 | Hold | PB0.8x FY19 |
05/14/19 | DBS Vickers | PACC Offshore | 0.173 | 0.2 | Hold | PB0.8x FY19 |
08/08/19 | DBS Vickers | PACC Offshore | 0.145 | 0.15 | Hold | PB0.6x |
11/07/19 | DBS Vickers | PACC Offshore | 0.21 | 0.22 | Hold | PB1x FY19 |
Oxley - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
05/02/19 | DBS Vickers | Oxley | 0.325 | 0.68 | Buy | |
06/13/19 | DMG & Partners | Oxley | 0.31 | 0.41 | Buy | RNAV (45% discount) |
09/11/19 | DMG & Partners | Oxley | 0.31 | 0.41 | Buy | |
09/24/19 | DMG & Partners | Oxley | 0.305 | 0.43 | Buy | RNAV (45% discount) |
09/25/19 | UOB Kay Hian | Oxley | 0.31 | 0.64 | Buy | RNAV (30% discount) |
10/02/19 | DMG & Partners | Oxley | 0.32 | 0.43 | Buy | |
10/15/19 | DMG & Partners | Oxley | 0.325 | 0.43 | Buy | RNAV (45% discount) |
10/29/19 | UOB Kay Hian | Oxley | 0.34 | 0.5 | Buy | RNAV (30% discount) |
11/14/19 | DMG & Partners | Oxley | 0.345 | 0.43 | Buy | RNAV (45% discount) |
Overseas Edu - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
04/23/19 | UOB Kay Hian | Overseas Edu | 0.33 | 0.46 | Buy | EV/Ebitda10.4x |
05/08/19 | UOB Kay Hian | Overseas Edu | 0.3 | 0.46 | Buy | EV/Ebitda10.4x |
05/08/19 | Lim & Tan | Overseas Edu | 0.3 | 0.48 | Buy | DDM & DCF |
08/19/19 | UOB Kay Hian | Overseas Edu | 0.285 | 0.46 | Buy | |
09/11/19 | Lim & Tan | Overseas Edu | 0.29 | 0 | Buy | |
11/12/19 | UOB Kay Hian | Overseas Edu | 0.285 | 0.46 | Buy |
Stock calls for 3 December 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
12/03/19 | Kim Eng | A-Reit | 2.97 | 3.35 | Buy | DDM |
12/03/19 | DMG & Partners | DBS | 25.13 | 25.8 | Neutral | |
12/03/19 | DMG & Partners | Frasers Commercial Trust | 1.71 | 1.68 | Take Profit | PB1.05x |
12/03/19 | CIMB | Frasers Commercial Trust | 1.71 | 1.71 | Add | |
12/03/19 | CIMB | Frasers Logistics | 1.24 | 1.31 | Add | |
12/03/19 | DMG & Partners | Jumbo | 0.37 | 0.44 | Buy | DCF |
12/03/19 | DMG & Partners | OCBC | 10.75 | 11.5 | Neutral | |
12/03/19 | DBS Vickers | OCBC | 10.75 | 11.5 | Hold | |
12/03/19 | Kim Eng | Singtel | 3.46 | 3.72 | Hold | Sum of parts |
12/03/19 | UOB Kay Hian | Thai Beverage | 0.89 | 0.9 | Hold | Sum of parts |
12/03/19 | Amfrasers | Uni-Asia | 0.73 | 1.24 | Outperform | Sum of parts, PB0.6x FY20, PER8.5x FY20 |
12/03/19 | DBS Vickers | UOB | 25.77 | 29.2 | Buy | |
12/03/19 | DMG & Partners | UOB | 25.77 | 29.5 | Buy | |
12/03/19 | Lim & Tan | UOL | 7.79 | 0 | Buy |
China has sanctioned the US over HK issues.
http://www.globaltimes.cn/content/1171990.shtml
We had stated in July 2019 that NED was involved in engineering the HK protests. It's great to see that China sanctioned the US over the HK issues.
China still can escalate its action by restricting the number of US embassy employees in HK since the US has overwhelming embassy employees of around 1,000.
http://sg-stock.blogspot.com/2019/08/why-did-us-and-taiwan-engineer-hong.html
http://sg-stock.blogspot.com/2019/07/the-truth-behind-hk-protests.html
We've also stated other agencies connected to NED in HK.
http://sg-stock.blogspot.com/2019/09/the-hk-protestors-have-revealed-their.html
We had stated in July 2019 that NED was involved in engineering the HK protests. It's great to see that China sanctioned the US over the HK issues.
China still can escalate its action by restricting the number of US embassy employees in HK since the US has overwhelming embassy employees of around 1,000.
http://sg-stock.blogspot.com/2019/08/why-did-us-and-taiwan-engineer-hong.html
http://sg-stock.blogspot.com/2019/07/the-truth-behind-hk-protests.html
We've also stated other agencies connected to NED in HK.
http://sg-stock.blogspot.com/2019/09/the-hk-protestors-have-revealed-their.html
The November ISM PMI has declined again.
-->
The prices paid
increased to 46.7 from 45.5 because the producers reduced local raw material
and imported more from abroad. The PMI
decreased to 48.1 and was in contraction mode for 4 consecutive months.
The new order decreased because of a
reduction in new export order. The previous
new export order (significant increment) was just an aberration. The reduction in customers’ inventories was
due to the fulfillment of the existing orders and, thus, the backlog of order also
decreased. The producers still increased their production by 2.9 so that they could continue to increase the customers’
inventories to fulfill existing orders.
However, the manufacturing employment deteriorated and this was a big concern
because it could reflect the overall employment in the US (see chart below). This reduction in employment meant that the
producers were not very optimistic about their businesses and the willingness to
hire and train workers declined.
In conclusion, the de-Americanization in
China supply china was hurting the US manufacturing industry and the USA’s
anti-China stance was helping China to expand its manufacturing industry.
http://sg-stock.blogspot.com/2019/12/china-pmi-had-expanded-as-we-had.html
China PMI had expanded as we had predicted.
http://www.stats.gov.cn/english/PressRelease/201912/t20191202_1712936.html
We predicted in September 2019 (See below) that China PMI would expand soon and it really did in November 2019. Why were we so confident?
Well, our rationale was very simple. It was the US's anti-China stance that caused China's PMI to be in an expansionary mode. How come? The US's anti-China stance caused the de-americanization in China's supply chain which caused the local manufacturing industry to ramp up production to replace the US supplies. Therefore, this increment would be reflected in China's PMI eventually and this growth would just be a matter of time.
http://sg-stock.blogspot.com/2019/09/ism-pmi-analysis-for-us-economy-in.html
We predicted in September 2019 (See below) that China PMI would expand soon and it really did in November 2019. Why were we so confident?
Well, our rationale was very simple. It was the US's anti-China stance that caused China's PMI to be in an expansionary mode. How come? The US's anti-China stance caused the de-americanization in China's supply chain which caused the local manufacturing industry to ramp up production to replace the US supplies. Therefore, this increment would be reflected in China's PMI eventually and this growth would just be a matter of time.
http://sg-stock.blogspot.com/2019/09/ism-pmi-analysis-for-us-economy-in.html
Monday, December 2, 2019
OUE Lippo HC - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/11/19 | Soochow SSD | OUE Lippo HC | 0.066 | 0.088 | Buy | Sum of parts |
OUE Hospitality - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/02/19 | CIMB | OUE Hospitality | 0.67 | 0.85 | Add | DDM |
01/16/19 | OCBC | OUE Hospitality | 0.685 | 0.79 | Buy | |
01/30/19 | DBS Vickers | OUE Hospitality | 0.695 | 0.85 | Buy | DCF |
01/31/19 | OCBC | OUE Hospitality | 0.725 | 0.82 | Buy | |
03/18/19 | DMG & Partners | OUE Hospitality | 0.725 | 0.77 | Buy | |
04/09/19 | DMG & Partners | OUE Hospitality | 0.735 | 0.76 | Take Profit | Accept offer |
04/09/19 | DBS Vickers | OUE Hospitality | 0.735 | 0.85 | Buy | |
04/10/19 | CIMB | OUE Hospitality | 0.725 | 0.85 | Add | |
05/03/19 | CIMB | OUE Hospitality | 0.72 | 0.85 | Add | |
06/06/19 | DMG & Partners | OUE Hospitality | 0.68 | 0.76 | Take Profit | |
07/04/19 | DMG & Partners | OUE Hospitality | 0.72 | 0.76 | Take Profit |
OUE Commercial - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/31/19 | OCBC | OUE Commercial | 0.49 | 0.5 | Hold | |
01/31/19 | DBS Vickers | OUE Commercial | 0.49 | 0.6 | Buy | DCF |
02/04/19 | CIMB | OUE Commercial | 0.515 | 0.57 | Hold | |
02/08/19 | DBS Vickers | OUE Commercial | 0.51 | 0.6 | Buy | |
04/03/19 | DBS Vickers | OUE Commercial | 0.52 | 0.6 | Buy | |
04/10/19 | CIMB | OUE Commercial | 0.51 | 0.57 | Hold | |
05/10/19 | CIMB | OUE Commercial | 0.5 | 0.57 | Hold | |
10/04/19 | DBS Vickers | OUE Commercial | 0.54 | 0.59 | Buy | |
10/04/19 | CIMB | OUE Commercial | 0.54 | 0.61 | Hold | |
11/15/19 | DBS Vickers | OUE Commercial | 0.54 | 0.6 | Buy | DCF |
11/19/19 | OCBC | OUE Commercial | 0.545 | 0.535 | Hold | |
11/19/19 | CIMB | OUE Commercial | 0.545 | 0.57 | Hold | DDM |
Stock calls for 2 December 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
12/02/19 | Amfrasers | Accordia Golf Trust | 0.7 | 0.67 | Outperform | |
12/02/19 | Amfrasers | ARA Hospitality | 0.855 | 0.99 | Outperform | DDM |
12/02/19 | Phillip | Capitaland | 3.68 | 4.2 | Buy | RNAV (20% discount) |
12/02/19 | DMG & Partners | Capitaland | 3.68 | 4.2 | Buy | RNAV (20% discount) |
12/02/19 | UOB Kay Hian | Capitaland | 3.68 | 3.8 | Hold | |
12/02/19 | Amfrasers | China Sunsine | 1.03 | 1.2 | Outperform | DCF |
12/02/19 | Amfrasers | Comfortdelgro | 2.35 | 2.61 | Outperform | PER19x FY20 |
12/02/19 | Amfrasers | CSE Global | 0.525 | 0.61 | Outperform | Sum of parts |
12/02/19 | CIMB | DBS | 25.25 | 28.29 | Hold | |
12/02/19 | Kim Eng | DBS | 25.25 | 29.92 | Buy | |
12/02/19 | Amfrasers | Eagle Hospitality Trust | 0.525 | 0.61 | outperform | DDM |
12/02/19 | Amfrasers | EC World Reit | 0.745 | 0.84 | outperform | DDM |
12/02/19 | Amfrasers | Frencken | 0.89 | 0.93 | outperform | PER10x FY20 |
12/02/19 | Amfrasers | IFS Capital | 0.23 | 0.3 | Outperform | PB0.6x FY20 |
12/02/19 | Amfrasers | Japan Foods | 0.43 | 0.46 | Neutral | |
12/02/19 | Amfrasers | Manulife US Reit | 0.965 | 1.03 | outperform | |
12/02/19 | CIMB | OCBC | 10.78 | 11.94 | Hold | |
12/02/19 | Kim Eng | OCBC | 10.78 | 11.26 | Hold | |
12/02/19 | CIMB | UOB | 25.82 | 29.1 | Add | |
12/02/19 | Kim Eng | UOB | 25.82 | 30.5 | Buy |
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