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Thursday, March 12, 2020

Sembcorp Industries - Stock calls

DateAnalystCompanyLastTargetCallValuation
01/10/19DIRSembcorp Industries2.643.05OutperformSum of parts, cut from $3.26
01/15/19UOB Kay HianSembcorp Industries2.633.2BuySum of parts
01/23/19CIMBSembcorp Industries2.693.49Add
02/01/19UOB Kay HianSembcorp Industries2.593.2Buy
02/04/19DBS VickersSembcorp Industries2.583.7Buy
02/21/19Lim & TanSembcorp Industries2.660Hold
02/21/19Citi ResearchSembcorp Industries2.663.3Buy
02/25/19DBS VickersSembcorp Industries2.673.9BuyRNAV (10% discount), PB1x
03/13/19UOB Kay HianSembcorp Industries2.572.8HoldSum of parts, Buy @ $2.35
03/18/19Lim & TanSembcorp Industries2.520Hold
04/09/19DBS VickersSembcorp Industries2.753.9Buy
05/16/19OCBCSembcorp Industries2.543.13BuySum of parts
05/16/19DBS VickersSembcorp Industries2.543.9BuySum of parts, PB1x
05/16/19CIMBSembcorp Industries2.543.41AddSum of parts
05/17/19phillipSembcorp Industries2.553.75BuySum of parts
06/04/19OCBCSembcorp Industries2.383.03BuySum of parts
06/04/19Citi ResearchSembcorp Industries2.383.15Buy
07/03/19OCBCSembcorp Industries2.473.03Buy
07/04/19MacquarieSembcorp Industries2.412.84Outperform
08/15/19CIMBSembcorp Industries2.262.83AddSum of parts
08/15/19UOB Kay HianSembcorp Industries2.262.34Hold
08/15/19Citi ResearchSembcorp Industries2.263.05Buy
08/16/19DBS VickersSembcorp Industries2.263.2BuySum of parts (10% discount), PER16x FY19, PB0.8x FY19
09/12/19DBS VickersSembcorp Industries2.213.2BuySum of parts (10% discount), PER16x FY19, PB0.8x FY19
09/12/19Lim & TanSembcorp Industries2.210Buy
09/18/19DMG & PartnersSembcorp Industries2.222.68BuySum of parts, PER9.9x FY20
09/18/19OCBCSembcorp Industries2.222.79Buy
10/07/19UOB Kay HianSembcorp Industries2.062.22HoldBuy @ $2
10/08/19CIMBSembcorp Industries2.082.83AddSum of parts
10/09/19DBS VickersSembcorp Industries2.113.2Buy
10/25/19DBS VickersSembcorp Industries2.282.9Buy
11/15/19OCBCSembcorp Industries2.292.51HoldSum of parts
11/15/19DMG & PartnersSembcorp Industries2.292.68BuySum of parts (20% discount), PER10x FY20
11/18/19UOB Kay HianSembcorp Industries2.262.19HoldBuy @ $2
11/18/19DBS VickersSembcorp Industries2.262.9BuyRNAV (10% discount), PB0.7x
11/18/19Citi ResearchSembcorp Industries2.262.8Buy
12/27/19CIMBSembcorp Industries2.282.78Add
01/21/20CIMBSembcorp Industries2.282.78Add
02/07/20DBS VickersSembcorp Industries2.162.2HoldSum of parts (10% discount), PER10.1x FY20, PB0.5x FY20
02/07/20Citi ResearchSembcorp Industries2.162.8Buy
02/07/20OCBCSembcorp Industries2.162.13Hold
02/07/20UOB Kay HianSembcorp Industries2.162.17HoldBuy @ $2.05
02/07/20Lim & TanSembcorp Industries2.160Hold
02/07/20DMG & PartnersSembcorp Industries2.162.68BuySum of parts, PER10x FY20
02/24/20DMG & PartnersSembcorp Industries2.012.33BuySum of parts, PER10x FY20
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SATS - Stock calls

DateAnalystCompanyLastTargetCallValuation
01/04/19UOB Kay HianSATS4.595.6Buy
01/11/19OCBCSATS4.945.23HoldDCF
02/08/19UOB Kay HianSATS4.85.6Buy
02/14/19phillipSATS4.985.47AccumulateDCF, PER24.6x FY19
02/14/19OCBCSATS4.985.23Hold
02/14/19CIMBSATS4.985.46AddPER20.3x
02/14/19Lim & TanSATS4.980Hold
02/14/19DBS VickersSATS4.985.59BuyDCF & PER22x FY19
02/14/19Kim EngSATS4.985.8Buy
02/15/19Citi ResearchSATS5.086Buy
03/26/19UOB Kay HianSATS5.065.6Buy
04/15/19Kim EngSATS5.315.8Buy
05/13/19UOB Kay HianSATS5.275.6Buy
05/17/19OCBCSATS5.225.35Hold
05/21/19phillipSATS5.085.47AccumulateDCF, PER24x FY19
05/21/19UOB Kay HianSATS5.085.05HoldBuy @ 4.60
05/21/19DBS VickersSATS5.085.44BuyDCF & PER22x FY20
06/03/19UOB Kay HianSATS5.075.05HoldBuy @ $4.70
06/06/19DBS VickersSATS5.045.44Buy
06/12/19Kim EngSATS5.046.1BuyDCF
06/17/19CIMBSATS5.145.4AddPER21.9x CY20
07/05/19Kim EngSATS5.366.1BuyDCF
07/15/19UOB Kay HianSATS5.375.05Sell
07/19/19UOB Kay HianSATS5.324.8Sell
07/19/19DBS VickersSATS5.325HoldDCF
07/19/19CIMBSATS5.325.4HoldPER21.9x CY20
07/22/19OCBCSATS55.28HoldFCFF
07/22/19phillipSATS55.47Accumulate
07/22/19Lim & TanSATS50Hold
09/20/19Kim EngSATS4.786.1Buy
10/15/19UOB Kay HianSATS4.825.3BuyDCF
11/13/19UOB Kay HianSATS5.095.3Buy
11/14/19DBS VickersSATS4.995.06HoldDCF & PER22x FY21
11/19/19phillipSATS5.075.36AccumulateDCF, PER23.3x FY19
11/19/19OCBCSATS5.075.28Hold
11/25/19Kim EngSATS5.066.1Buy
02/04/20UOB Kay HianSATS4.494.8HoldBuy @ $4.30
02/06/20CIMBSATS4.464.07Reduce
02/14/20DBS VickersSATS4.544.46HoldDCF & PER22x FY21
02/17/20phillipSATS4.434.45NeutralDCF, PER19x FY21
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Stock calls for 12 March 2020

DateAnalystCompanyLastTargetCallValuation
03/12/20DMG & PartnersChina Aviation Oil0.9651.3BuySum of parts
03/12/20DBS VickersCSE Global0.4650.65BuyPER12x FY20
03/12/20AmfrasersUni-Asia0.560.62Neutral
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Fedwatch tool is expecting a 100% 50bp rate cut in March Fed meeting.

A 50bp cut in March Fed meeting looks like certainty from the Fedwatch tool chart.  However, more people are expecting a 75bp cut.
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What will happen when the credit ratings for oil & gas companies get downgraded?

http://sg-stock.blogspot.com/2020/03/weve-correctly-predicted-end-of-good-us_11.html

The first batch of firms to get downgraded will be those shale oil producers and many of their debts are packaged into high yield bonds, a.k.a junk bonds.  Therefore, there will be a huge selloff of junk bonds soon.

Russia and Saudi are adamant to slaughter the US shale oil producers and will keep oil prices low for a considerable period for the US shale oil producers to collapse.  However, both these 2 countries need to maintain and fund their budget shortfalls so that their own economies won't suffer.

As a consequence, I expect Russia, Saudi Arabia and Norway to sell off their assets under their state-owned oil sovereign wealth funds to fund their own economic growth during this economic malaise.
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