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Tuesday, June 16, 2020

Starhub - Stock calls

DateAnalystCompanyLastTargetCallValuation
04/01/19Kim EngStarhub1.492.18Buy
05/06/19PhillipStarhub1.581.62Neutral
05/06/19UOB Kay HianStarhub1.581.45SellDCF
05/06/19CIMBStarhub1.581.65HoldDCF (10% discount)
05/06/19DMG & PartnersStarhub1.581.72NeutralDCF
05/06/19OCBCStarhub1.581.64Hold
05/06/19Kim EngStarhub1.582buyDCF
06/03/19PhillipStarhub1.491.62AccumlateEV/Ebitda6x FY19
06/06/19DMG & PartnersStarhub1.491.72Neutral
07/17/19UOB Kay HianStarhub1.541.45SellDCF
08/07/19PhillipStarhub1.481.58AccumlateEV/Ebitda6x
08/07/19DMG & PartnersStarhub1.481.52NeutralDCF
08/07/19OCBCStarhub1.481.52Hold
08/07/19UOB Kay HianStarhub1.481.45Sell
08/07/19DBS VickersStarhub1.481.55HoldEV/Ebitda 6.6x FY19
08/13/19CIMBStarhub1.451.65HoldDCF
08/13/19CitibankStarhub1.451.22Sell
10/18/19DBS VickersStarhub1.281.55Hold
10/24/19DBS VickersStarhub1.321.3HoldEV/Ebitda6x FY20
10/24/19CIMBStarhub1.321.65Hold
10/24/19Kim EngStarhub1.322Buy
11/06/19CIMBStarhub1.321.65AddDCF
11/06/19Kim EngStarhub1.322BuyDCF
11/06/19DMG & PartnersStarhub1.321.44NeutralDCF
11/06/19UOB Kay HianStarhub1.321.45HoldEV/Ebitda5.4x, Buy @ $1.25
11/07/19PhillipStarhub1.431.58AccumlateEV/Ebitda6x
11/07/19OCBCStarhub1.431.32Hold
11/07/19DBS VickersStarhub1.431.43BuyEV/Ebitda6x
01/03/20DBS VickersStarhub1.421.43BuyEV/Ebitda6x
01/14/20DMG & PartnersStarhub1.461.44Neutral
01/21/20UOB Kay HianStarhub1.481.45HoldDCF, Buy @ $1.25
01/24/20DBS VickersStarhub1.491.72BuyDCF
01/24/20CitibankStarhub1.491.22Sell
02/21/20UOB Kay HianStarhub1.51.45HoldBuy @ $1.25
02/21/20DMG & PartnersStarhub1.51.63NeutralDCF
02/21/20DBS VickersStarhub1.51.72Buy
02/21/20CIMBStarhub1.51.8AddDCF
02/24/20PhillipStarhub1.521.7AccumlateEV/Ebitda6.5x FY20
02/24/20OCBCStarhub1.521.53Hold
03/13/20CIMBStarhub1.431.8AddDCF, EV/Ebitda7x FY20
03/13/20DBS VickersStarhub1.431.72BuyDCF
03/26/20DBS VickersStarhub1.271.4BuyDCF
04/30/20DBS VickersStarhub1.451.75BuyDCF
04/30/20DMG & PartnersStarhub1.451.63Neutral
05/08/20PhillipStarhub1.491.45NeutralEV/Ebitda 6x FY20
05/08/20DMG & PartnersStarhub1.491.51NeutralDCF
05/08/20UOB Kay HianStarhub1.491.4HoldBuy @ $1.20
05/08/20DBS VickersStarhub1.491.75BuyDCF
05/08/20Lim & TanStarhub1.490Take Profit
05/08/20OCBCStarhub1.491.39Hold
05/08/20CIMBStarhub1.491.7AddDCF

Starhill - Stock calls

DateAnalystCompanyLastTargetCallValuation
04/29/19OCBCStarhill0.750.8Buy
04/29/19DMG & PartnersStarhill0.750.78BuyDDM
04/29/19DBS VickersStarhill0.750.8Buy
04/29/19CIMBStarhill0.750.77Add
04/29/19Kim EngStarhill0.750.7Hold
04/30/19UOB Kay HianStarhill0.7550.9BuyDDM
05/07/19DMG & PartnersStarhill0.740.78BuyDDM
06/06/19DMG & PartnersStarhill0.7350.78Buy
06/17/19OCBCStarhill0.7550.8Buy
07/04/19DMG & PartnersStarhill0.780.78Buy
07/31/19CIMBStarhill0.80.79Hold
08/02/19DMG & PartnersStarhill0.780.78NeutralDDM
08/06/19OCBCStarhill0.7750.81Buy
10/07/19CIMBStarhill0.740.75HoldDDM
12/10/19DMG & PartnersStarhill0.7250.8Neutral
01/30/20DMG & PartnersStarhill0.710.76NeutralDDM
02/04/20DBS VickersStarhill0.7150.8BuyDCF
04/02/20DBS VickersStarhill0.410.45Hold
04/15/20CIMBStarhill0.4850.71Buy
04/23/20DMG & PartnersStarhill0.490.76Buy
05/05/20Lim & TanStarhill0.480Hold
05/29/20DBS VickersStarhill0.460.5Hold
06/03/20DMG & PartnersStarhill0.5350.63BuyDDM

ST Engineering - Stock calls

DateAnalystCompanyLastTargetCallValuation
04/15/19Kim EngST Engineering3.824.25Buy
04/25/19UOB Kay HianST Engineering3.94.7BuyEV/Invested capital basis
04/25/19DMG & PartnersST Engineering3.94.1Buy
04/25/19Kim EngST Engineering3.94.3BuyDCF
04/26/19DBS VickersST Engineering3.894.15Buy
05/13/19UOB Kay HianST Engineering4.024.7Buy
05/16/19OCBCST Engineering3.94.22Buy
05/16/19DBS VickersST Engineering3.94.5BuySum of parts
05/16/19CIMBST Engineering3.94.43AddPER22x FY20
05/22/19DMG & PartnersST Engineering3.964.45BuyDCF & PER20.5x FY20 & PB5.5x FY20 & EV/Ebitda11x FY20
06/06/19DMG & PartnersST Engineering44.45Buy
06/06/19DBS VickersST Engineering44.5Buy
06/13/19OCBCST Engineering4.094.38Buy
06/13/19UOB Kay HianST Engineering4.094.7Buy
07/05/19DMG & PartnersST Engineering4.244.45BuyPER20.5x FY20 & PB5.5x FY20 & EV/Ebitda11x FY20 & DCF
07/15/19UOB Kay HianST Engineering4.294.7Buy
08/15/19UOB Kay HianST Engineering4.224.36Hold
08/15/19DMG & PartnersST Engineering4.224.7BuySum of parts
08/15/19OCBCST Engineering4.224.64BuyDCF
08/16/19CIMBST Engineering4.074.36AddSum of parts
08/16/19DBS VickersST Engineering4.074.64BuySum of parts
08/16/19Lim & TanST Engineering4.070Hold
09/11/19DMG & PartnersST Engineering3.94.7Buy
09/18/19UOB Kay HianST Engineering3.94.34Buy
09/20/19Kim EngST Engineering3.924.3Hold
10/01/19DBS VickersST Engineering3.844.64Buy
10/02/19DMG & PartnersST Engineering3.854.7BuySum of parts
10/08/19Kim EngST Engineering3.914.5BuyDCF
10/09/19UOB Kay HianST Engineering3.924.34Buy
10/14/19CIMBST Engineering4.024.36Add
11/11/19DMG & PartnersST Engineering4.124.7BuySum of parts
11/12/19DBS VickersST Engineering44.64Buy
11/12/19CIMBST Engineering44.47Add
11/12/19Kim EngST Engineering44.5Buy
11/12/19OCBCST Engineering44.64Buy
11/12/19DMG & PartnersST Engineering44.55BuySum of parts
11/12/19UOB Kay HianST Engineering44.32Buy
12/19/19DMG & PartnersST Engineering3.94.55Buy
01/08/20DMG & PartnersST Engineering4.024.55BuyPER22x FY20 & PB5.8x & EV/Ebitda11x
02/19/20MacquarieST Engineering4.35outperform
02/24/20Lim & TanST Engineering4.240Hold
02/25/20DMG & PartnersST Engineering4.24.9BuySum of parts
02/25/20UOB Kay HianST Engineering4.24.46Buy
02/25/20DBS VickersST Engineering4.24.6Buy
02/25/20CIMBST Engineering4.24.66Add
03/05/20MacquarieST Engineering4.365outperform
03/17/20DMG & PartnersST Engineering3.364.9BuySum of parts
04/07/20DMG & PartnersST Engineering3.034.9Buy
04/17/20DMG & PartnersST Engineering3.444.65BuySum of parts
04/22/20UOB Kay HianST Engineering3.333.6HoldEV/Invested capital basis, Buy @ $3.10
04/22/20CIMBST Engineering3.333.86AddSum of parts
04/28/20DMG & PartnersST Engineering3.244.15BuySum of parts
05/18/20DMG & PartnersST Engineering3.273.9BuySum of parts
05/18/20UOB Kay HianST Engineering3.273.5HoldBuy @ $3-3.10
05/18/20DBS VickersST Engineering3.273.4HoldSum of parts

Stock calls for 16 June 2020

DateAnalystCompanyLastTargetCallValuation
06/16/20DBS VickersARA Logistics0.5250.7BuyDCF
06/16/20DMG & PartnersFu Yu0.230.28BuyDCF
06/16/20DMG & PartnersJapan Foods0.330.35Neutral
06/16/20DMG & PartnersJumbo0.290.19Sell
06/16/20DMG & PartnersKimly0.220.24Neutral
06/16/20CIMBPerennial Reit0.940.994Accept offerOffer $0.95
06/16/20DBS VickersTuan Sing0.2350.38BuySum of parts

Monday, June 15, 2020

SPH Reit - Stock calls

DateAnalystCompanyLastTargetCallValuation
04/08/19Kim EngSPH Reit1.061.05HoldDDM
04/08/19CIMBSPH Reit1.061.08HoldDDM
04/08/19OCBCSPH Reit1.061Hold
04/08/19DBS VickersSPH Reit1.061.15BuyDCF
07/12/19CIMBSPH Reit1.121.11HoldDDM
07/12/19Lim & TanSPH Reit1.120Hold
07/15/19OCBCSPH Reit1.11.05Hold
07/16/19Kim EngSPH Reit1.11.05HoldDDM
07/17/19DBS VickersSPH Reit1.111.2BuyDCF
10/11/19CIMBSPH Reit1.111.09HoldDDM
10/11/19DBS VickersSPH Reit1.111.25BuyDCF
10/11/19Kim EngSPH Reit1.111.1HoldDDM
10/14/19OCBCSPH Reit1.131.05Hold
10/15/19OCBCSPH Reit1.151.1Hold
11/08/19DBS VickersSPH Reit1.141.25Buy
11/08/19CIMBSPH Reit1.141.16HoldDDM
01/13/20Kim EngSPH Reit1.081.15BuyDDM
01/13/20OCBCSPH Reit1.081.13Hold
01/13/20Lim & TanSPH Reit1.080Buy on weakness
01/13/20CIMBSPH Reit1.081.16Add
01/13/20DBS VickersSPH Reit1.081.2Buy
03/17/20Kim EngSPH Reit0.871.15Buy
04/02/20DBS VickersSPH Reit0.750.7Fully Valued
04/02/20Kim EngSPH Reit0.750.8HoldDDM
04/02/20CIMBSPH Reit0.751.12Add
05/29/20DBS VickersSPH Reit0.8250.8Hold
06/03/20DBS VickersSPH Reit0.880.8Hold

SPH - Stock calls

DateAnalystCompanyLastTargetCallValuation
04/03/19UOB Kay HianSPH2.432.82Buy
04/10/19Lim & TanSPH2.530Hold
04/10/19CIMBSPH2.532.64HoldSum of parts
04/18/19UOB Kay HianSPH2.462.86BuySum of parts
04/18/19OCBCSPH2.462.55Hold
05/13/19UOB Kay HianSPH2.392.86Buy
06/06/19UOB Kay HianSPH2.312.86BuySum of parts
07/15/19UOB Kay HianSPH2.492.33HoldSum of parts, Buy @ $2.10
07/16/19CIMBSPH2.322.22HoldSum of parts
07/16/19DBS VickersSPH2.322.22HoldSum of parts
09/10/19Lim & TanSPH1.990Hold
10/21/19UOB Kay HianSPH2.152.25HoldSum of parts, Buy @ $2
10/21/19DBS VickersSPH2.152.19HoldSum of parts
12/23/19Lim & TanSPH2.160Hold
01/06/20UOB Kay HianSPH2.152.3HoldSum of parts, Buy @ $2
01/14/20UOB Kay HianSPH2.182.22HoldSum of parts, Buy @ $2
01/14/20CIMBSPH2.182.11HoldSum of parts
01/14/20DBS VickersSPH2.182.12Hold
01/15/20Lim & TanSPH2.140Hold
01/15/20OCBCSPH2.142.28Hold
03/06/20UOB Kay HianSPH1.882.22Hold
03/09/20UOB Kay HianSPH1.892.25BuySum of parts
03/19/20Lim & TanSPH1.830Hold
03/26/20UOB Kay HianSPH1.742.04Buy
04/02/20UOB Kay HianSPH1.781.61HoldSum of parts, Buy @ $1.40
04/08/20CIMBSPH1.61.57HoldSum of parts
04/08/20Lim & TanSPH1.60Sell
04/08/20DBS VickersSPH1.61.56HoldSum of parts
04/09/20UOB Kay HianSPH1.531.39HoldSum of parts, Buy @ $1.20
04/28/20UOB Kay HianSPH1.491.5HoldBuy @ $1.3
05/21/20UOB Kay HianSPH1.51.52HoldSum of parts, Buy @ $1.30
05/21/20Lim & TanSPH1.50Hold
05/22/20DBS VickersSPH1.561.57Hold

Soilbuild Reit - Stock calls

DateAnalystCompanyLastTargetCallValuation
04/22/19OCBCSoilbuild Reit0.630.62Hold
04/22/19DBS VickersSoilbuild Reit0.630.63HoldDCF
05/31/19OCBCSoilbuild Reit0.60.62Hold
07/17/19AmfrasersSoilbuild Reit0.6150.609NeutralDDM
07/18/19Lim & TanSoilbuild Reit0.610Hold
07/19/19UOB Kay HianSoilbuild Reit0.6150.6Hold
07/19/19DBS VickersSoilbuild Reit0.6150.63HoldDCF
09/03/19OCBCSoilbuild Reit0.550.58Accept offer
10/18/19DBS VickersSoilbuild Reit0.5250.55HoldDCF
10/18/19OCBCSoilbuild Reit0.5250.52Hold
10/18/19AmfrasersSoilbuild Reit0.5250.58Neutral
01/24/20DBS VickersSoilbuild Reit0.520.55HoldDCF
01/28/20OCBCSoilbuild Reit0.5150.52Hold
02/04/20AmfrasersSoilbuild Reit0.50.55Neutral
03/02/20DBS VickersSoilbuild Reit0.4950.55Hold
04/20/20DBS VickersSoilbuild Reit0.390.5BuyDCF
04/21/20OCBCSoilbuild Reit0.40.38Hold
05/27/20AmfrasersSoilbuild Reit0.380.48Neutral

Stock calls for 15 June 2020

DateAnalystCompanyLastTargetCallValuation
06/15/20DMG & PartnersAPAC Realty0.3950.5BuyDCF
06/15/20DBS VickersKoufu0.6550.75BuyPER17x FY20/21
06/15/20CIMBKoufu0.6550.86Buy
06/15/20DBS VickersMapletree Logistics1.892.05Buy
06/15/20DBS VickersYangzijiang0.981.4BuySum of parts

Saturday, June 13, 2020

Baltic dry index - 923

Today, Friday, June 12 2020, the Baltic Dry Index climbed by 84 points, reaching 923 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.
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Related stock: Sembcorp Marine, Cosco & Pan ocean.

US rig count - 969


Related stock: Keppel Corp, Sembcorp Marine & Cosco.