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Tuesday, April 21, 2020

Dairy Farm - Stock calls

DateAnalystCompanyLastTargetCallValuation
04/05/19DMG & PartnersDairy Farm8.148.25Buy
05/30/19DMG & PartnersDairy Farm7.838.25NeutralDCF
07/02/19DMG & PartnersDairy Farm7.298.25Neutral
08/02/19DBS VickersDairy Farm7.387.99HoldSum of parts
08/05/19DMG & PartnersDairy Farm7.67.38NeutralDCF
08/13/19CIMBDairy Farm6.987.29HoldPER23x CY20
09/23/19DMG & PartnersDairy Farm6.656.63NeutralDCF
11/29/19CIMBDairy Farm5.935.4ReducePER22x CY20
12/11/19DMG & PartnersDairy Farm5.96.63Neutral
03/06/20DMG & PartnersDairy Farm4.755.05HoldDCF
03/06/20DBS VickersDairy Farm4.755.2BuySum of parts
03/06/20CIMBDairy Farm4.754.38ReducePER17x FY20
03/25/20DBS VickersDairy Farm3.964.7BuySum of parts
04/06/20DBS VickersDairy Farm4.314.7Buy
03/27/20HSBCDairy Farm4.315.05Hold
04/09/20DMG & PartnersDairy Farm4.894.95NeutralDCF
04/15/20DBS VickersDairy Farm4.835.59Buy

CSE Global - Stock calls

DateAnalystCompanyLastTargetCallValuation
04/02/19Lim & TanCSE Global0.5450Buy
05/07/19DMG & PartnersCSE Global0.4750.61BuyDCF, PER13.7x FY19
05/07/19Lim & TanCSE Global0.4750Buy
05/09/19UOB Kay HianCSE Global0.4850.62Buy
05/21/19AmfrasersCSE Global0.490.58BuySum of parts, PER12.5x FY19, PB2.1x FY19
05/28/19CIMBCSE Global0.4750.6Add
06/06/19DMG & PartnersCSE Global0.480.61Buy
08/15/19Lim & TanCSE Global0.4350Buy
08/16/19DMG & PartnersCSE Global0.440.61BuyDCF
08/16/19UOB Kay HianCSE Global0.440.62Buy
08/29/19CIMBCSE Global0.4250.6AddPER13.5x FY20
09/03/19Lim & TanCSE Global0.440Buy
09/04/19UOB Kay HianCSE Global0.4550.65BuyPER15x FY19
09/04/19DMG & PartnersCSE Global0.4550.69BuyDCF, PER11.9x FY20
09/06/19DBS VickersCSE Global0.470.65BuyPER12x FY20
09/09/19CIMBCSE Global0.4650.68Add
09/10/19AmfrasersCSE Global0.460.64OutperformSum of parts, PER12x, PB2x
10/02/19DMG & PartnersCSE Global0.460.69Buy
10/11/19UOB Kay HianCSE Global0.4650.65Buy
10/31/19CIMBCSE Global0.5250.68Buy
11/01/19DMG & PartnersCSE Global0.5250.69BuyDCF
11/07/19Lim & TanCSE Global0.540Buy
11/08/19UOB Kay HianCSE Global0.530.7Buy
11/08/19AmfrasersCSE Global0.530.61OutperformSum of parts
11/08/19DBS VickersCSE Global0.530.69BuyPER12x FY20
11/25/19CIMBCSE Global0.540.73Add
12/02/19AmfrasersCSE Global0.5250.61OutperformSum of parts
12/09/19Lim & TanCSE Global0.5250Buy
12/10/19DMG & PartnersCSE Global0.5350.69buy
12/27/19CIMBCSE Global0.5450.73Add
01/08/20UOB Kay HianCSE Global0.560.7Buy
01/08/20DMG & PartnersCSE Global0.560.69Buy
02/05/20Lim & TanCSE Global0.510.68Buy
02/11/20DMG & PartnersCSE Global0.530.69BuyDCF
02/28/20DMG & PartnersCSE Global0.5450.73BuyDCF
02/28/20UOB Kay HianCSE Global0.5450.72Buy
02/28/20CIMBCSE Global0.5450.77AddPER13.5x FY21
03/02/20DBS VickersCSE Global0.520.7BuyPER12x FY20
03/12/20DBS VickersCSE Global0.4650.65BuyPER12x FY20
03/26/20CIMBCSE Global0.350.45Add
03/30/20DMG & PartnersCSE Global0.360.73Buy
04/07/20DMG & PartnersCSE Global0.350.73Buy
04/08/20DMG & PartnersCSE Global0.380.54BuyPER12x FY20

Stock calls for 21 April 2020

DateAnalystCompanyLastTargetCallValuation
04/21/20DBS VickersART0.8851.1Buy
04/21/20DBS VickersCDL Hospitality0.951.3BuyDCF
04/21/20DBS VickersFar East Hospitality0.490.6Buy
04/21/20DBS VickersFrasers Hospitality Trust0.50.65Buy
04/21/20Lim & TanKeppel Infrastructure0.4750Buy
04/21/20OCBCSoilbuild Reit0.40.38Hold
04/21/20UOB Kay HianTianjin Zhongxin0.7151.35Buy

What are the scientific analyses for the origin of covid-19?

This topic can be very confusing.  Therefore, I will just simplify it.

There are currently 2 scientific analyses to trace the origin of covid-19.

China used genome sequencing (Haplotype analysis) which categorizes covid-19 virus into 2 strains and 5 generations.  China scientists traced the ancestral H38 back to the US and the US had all the 5 generations in its early outbreak.

https://gnews.org/123001/



Please watch the video below for the Taiwanese virologist's explanation about the basic understanding of Haplotype analysis.

Cambridge University scientists used Phylogenetic network analysis which categorizes covid-19 virus into 3 strains (A-type, B-type & C-type).  Cambridge University scientists discovered that the ancestral A-type virus was predominantly found in the US.

http://sg-stock.blogspot.com/2020/04/cambrigde-university-got-caught-for.html

We should understand by now that when an ancestral virus type is predominantly located in a region, that region must be the origin of the virus.  The 2 different scientific analyses point to the US as the origin of the virus.

Malaysia also used Haplotype analysis for its covid-19 analysis and discovered the presence of all the 5 generations of covid-19.

https://www.thestar.com.my/news/nation/2020/03/27/health-ministry-detects-five-039generations039-of-covid-19-cases-linked-to-tabligh-cluster

Monday, April 20, 2020

The southern hemisphere must brace for a possible major covid outbreak from June to August 2020. Why?


According to China's Zhong Nanshan, the conducive temperatures for this virus to flourish are between 4-16 degrees celsius. Therefore, the Winter season is the best period for this virus to spread.

Unfortunately, the Summer season is unable to destroy this virus.  A temperature experiment had been conducted and it took at least 15 minutes with 92 degrees celsius to destroy this virus completely.  Therefore, there is no such climate in this world to destroy this virus.  What we can do now is to prevent the spread of this virus in the Winter season.

Let's hope for the best!

Cromwell Reit (EUR) - Stock calls

DateAnalystCompanyLastTargetCallValuation
06/24/19Lim & TanCromwell Reit (EUR)0.5050Hold
04/09/20DBS VickersCromwell Reit (EUR)0.360.59Buy