Date | Analyst | Company | Last | Target | Call | Valuation |
07/10/19 | CIMB | Mapletree Commercial | 2.05 | 2.03 | Add | |
07/19/19 | DBS Vickers | Mapletree Commercial | 2.07 | 2.25 | Buy | DCF |
07/26/19 | OCBC | Mapletree Commercial | 2.1 | 1.89 | Sell | |
07/26/19 | UOB Kay Hian | Mapletree Commercial | 2.1 | 2.22 | Buy | |
07/26/19 | Lim & Tan | Mapletree Commercial | 2.1 | 0 | Hold | |
07/29/19 | Kim Eng | Mapletree Commercial | 2.07 | 2.1 | Hold | DDM |
08/22/19 | CIMB | Mapletree Commercial | 2.08 | 2.24 | Add | |
08/28/19 | UOB Kay Hian | Mapletree Commercial | 2.12 | 2.22 | Buy | |
09/09/19 | DBS Vickers | Mapletree Commercial | 2.24 | 2.39 | Buy | DCF |
09/27/19 | Lim & Tan | Mapletree Commercial | 2.36 | 0 | Hold | |
09/30/19 | UOB Kay Hian | Mapletree Commercial | 2.34 | 2.38 | Hold | DDM |
09/30/19 | Kim Eng | Mapletree Commercial | 2.34 | 2.1 | Hold | |
09/30/19 | CIMB | Mapletree Commercial | 2.34 | 2.38 | Hold | DDM |
10/16/19 | UOB Kay Hian | Mapletree Commercial | 2.34 | 2.38 | Hold | DDM, Buy @ $2.16 |
10/16/19 | CIMB | Mapletree Commercial | 2.34 | 2.39 | Hold | DDM |
10/16/19 | OCBC | Mapletree Commercial | 2.34 | 2.28 | Hold | |
10/16/19 | Kim Eng | Mapletree Commercial | 2.34 | 2.35 | Hold | DDM |
11/08/19 | DBS Vickers | Mapletree Commercial | 2.39 | 2.6 | Buy | DCF |
01/23/20 | Kim Eng | Mapletree Commercial | 2.44 | 2.45 | Hold | DDM |
01/24/20 | DBS Vickers | Mapletree Commercial | 2.43 | 2.6 | Buy | |
01/24/20 | Lim & Tan | Mapletree Commercial | 2.43 | 0 | Hold | |
02/03/20 | OCBC | Mapletree Commercial | 2.35 | 2.44 | Hold | |
03/06/20 | UOB Kay Hian | Mapletree Commercial | 2.3 | 2.62 | Buy | DDM |
03/18/20 | DBS Vickers | Mapletree Commercial | 1.77 | 2.6 | Buy | |
04/02/20 | DBS Vickers | Mapletree Commercial | 1.75 | 1.9 | Buy | |
04/23/20 | Lim & Tan | Mapletree Commercial | 1.77 | 0 | Take Profit | |
04/24/20 | UOB Kay Hian | Mapletree Commercial | 1.76 | 2.02 | Buy | DDM |
04/27/20 | Kim Eng | Mapletree Commercial | 1.76 | 2.15 | Buy | DDM |
05/27/20 | UOB Kay Hian | Mapletree Commercial | 1.95 | 2.38 | Buy | |
05/29/20 | DBS Vickers | Mapletree Commercial | 1.66 | 2.25 | Buy | |
06/03/20 | DBS Vickers | Mapletree Commercial | 2.07 | 2.25 | Buy | DCF |
06/08/20 | Macquarie | Mapletree Commercial | 2.12 | 2.05 | Neutral | |
07/09/20 | DBS Vickers | Mapletree Commercial | 1.99 | 2.25 | Buy | |
07/16/20 | Kim Eng | Mapletree Commercial | 1.94 | 2.15 | Buy | DDM |
07/27/20 | UOB Kay Hian | Mapletree Commercial | 1.88 | 2.35 | Buy |
Wednesday, August 19, 2020
Mapletree Commercial - Stock calls
Stock calls for 19 August 2020
Date | Analyst | Company | Last | Target | Call | Valuation |
08/19/20 | Macquarie | AIMS AMP Cap Ind Reit | 1.18 | 1.45 | Outperform | |
08/19/20 | Macquarie | Capitamall Trust | 1.88 | 2.45 | Outperform | Sum of parts |
08/19/20 | Amfrasers | China Sunsine | 0.345 | 0.47 | Outperform | |
08/19/20 | Lim & Tan | Comfortdelgro | 1.41 | 0 | Accumulate | |
08/19/20 | Macquarie | Dairy Farm | 4.21 | 5.7 | Outperform | DCF |
08/19/20 | Macquarie | Frasers Logistics | 1.39 | 1.6 | outperform | |
08/19/20 | DMG & Partners | Keppel Pacific | 0.72 | 0.8 | Buy | |
08/19/20 | CIMB | Propnex | 0.6 | 0.708 | Add | |
08/19/20 | Amfrasers | Singapore o&g | 0.245 | 0.25 | Neutral | PER16x |
08/19/20 | Phillip | Singtel | 2.35 | 2.44 | Neutral | Sum of parts |
08/19/20 | CIMB | Singtel | 2.35 | 3.1 | Add | Sum of parts |
08/19/20 | OCBC | Singtel | 2.35 | 3.08 | Buy | |
08/19/20 | Lim & Tan | SPH | 1.11 | 0 | Hold | |
08/19/20 | Macquarie | ST Engineering | 3.48 | 3.45 | outperform | Sum of parts |
08/19/20 | UOB Kay Hian | Tianjin Zhongxin | 0.87 | 1.25 | Buy | PER9.9x FY20 |
08/19/20 | Macquarie | UOL | 6.53 | 8.85 | Outperform |
Tuesday, August 18, 2020
Manulife US Reit - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
07/04/19 | DMG & Partners | Manulife US Reit | 0.88 | 0.96 | Buy | |
07/12/19 | DMG & Partners | Manulife US Reit | 0.875 | 0.98 | Buy | DDM |
08/15/19 | Amfrasers | Manulife US Reit | 0.89 | 0.98 | outperform | |
08/15/19 | DMG & Partners | Manulife US Reit | 0.89 | 0.98 | Buy | DDM |
08/19/19 | Kim Eng | Manulife US Reit | 0.89 | 1 | Buy | DDM |
08/23/19 | DBS Vickers | Manulife US Reit | 0.895 | 1.1 | Buy | DCF |
09/11/19 | DMG & Partners | Manulife US Reit | 0.915 | 0.98 | Buy | |
09/20/19 | Kim Eng | Manulife US Reit | 0.91 | 1.05 | Buy | DDM |
09/20/19 | DMG & Partners | Manulife US Reit | 0.91 | 1 | Buy | DDM |
09/20/19 | Amfrasers | Manulife US Reit | 0.91 | 1.01 | outperform | |
10/02/19 | DMG & Partners | Manulife US Reit | 0.895 | 1 | Buy | |
10/11/19 | DBS Vickers | Manulife US Reit | 0.905 | 1.1 | Buy | DCF |
11/01/19 | CIMB | Manulife US Reit | 0.915 | 1.12 | Add | DDM |
11/05/19 | DMG & Partners | Manulife US Reit | 0.92 | 1 | Buy | DDM |
11/05/19 | DBS Vickers | Manulife US Reit | 0.92 | 1.1 | Buy | |
11/05/19 | Kim Eng | Manulife US Reit | 0.92 | 1.05 | Buy | |
12/02/19 | Amfrasers | Manulife US Reit | 0.965 | 1.03 | outperform | |
12/10/19 | DMG & Partners | Manulife US Reit | 1.02 | 1 | Buy | |
12/13/19 | DMG & Partners | Manulife US Reit | 1 | 1.1 | Buy | DDM |
01/08/20 | DMG & Partners | Manulife US Reit | 0.99 | 1.1 | Buy | |
02/06/20 | DMG & Partners | Manulife US Reit | 1.04 | 1.12 | Buy | DDM |
02/06/20 | DBS Vickers | Manulife US Reit | 1.04 | 1.15 | Buy | DCF |
02/06/20 | Lim & Tan | Manulife US Reit | 1.04 | 0 | Hold | |
02/07/20 | CIMB | Manulife US Reit | 1.07 | 1.13 | Add | DDM |
02/07/20 | Kim Eng | Manulife US Reit | 1.07 | 1.15 | Buy | DDM |
02/11/20 | Amfrasers | Manulife US Reit | 1.05 | 1.11 | Neutral | |
03/10/20 | Amfrasers | Manulife US Reit | 0.98 | 1.11 | Neutral | |
03/20/20 | DBS Vickers | Manulife US Reit | 0.565 | 1.15 | Buy | |
03/20/20 | CIMB | Manulife US Reit | 0.565 | 1.15 | Add | |
03/25/20 | DMG & Partners | Manulife US Reit | 0.7 | 0.88 | Buy | DDM |
04/07/20 | DMG & Partners | Manulife US Reit | 0.665 | 0.88 | Buy | |
05/11/20 | DMG & Partners | Manulife US Reit | 0.705 | 0.9 | Buy | DDM |
05/11/20 | CIMB | Manulife US Reit | 0.705 | 1.05 | Add | |
06/23/20 | DMG & Partners | Manulife US Reit | 0.76 | 0.9 | Buy | |
07/20/20 | Phillip | Manulife US Reit | 0.705 | 0.8 | Buy | DDM |
07/21/20 | UOB Kay Hian | Manulife US Reit | 0.7 | 0.85 | Buy | DDM |
08/04/20 | Kim Eng | Manulife US Reit | 0.775 | 1.15 | Buy | DDM |
08/04/20 | DMG & Partners | Manulife US Reit | 0.775 | 0.9 | Buy | DDM |
08/04/20 | UOB Kay Hian | Manulife US Reit | 0.775 | 0.85 | Buy | |
08/04/20 | Lim & Tan | Manulife US Reit | 0.775 | 0 | Buy at weakness | |
08/04/20 | CIMB | Manulife US Reit | 0.775 | 1.05 | Add | DDM |
08/06/20 | Phillip | Manulife US Reit | 0.795 | 0.9 | Buy | DDM |
Lippo Malls - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/21/20 | CIMB | Lippo Malls | 0.235 | 0.24 | Hold | DDM |
Lian Beng - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/14/20 | Lim & Tan | Lian Beng | 0.525 | 0 | Buy |
Stock calls for 18 August 2020
Date | Analyst | Company | Last | Target | Call | Valuation |
08/18/20 | CIMB | APAC Realty | 0.375 | 0.538 | Add | |
08/18/20 | DBS Vickers | Bumitama | 0.515 | 0.66 | Buy | DCF |
08/18/20 | UOB Kay Hian | Fu Yu | 0.245 | 0.29 | Buy | |
08/18/20 | CIMB | Innotek | 0.39 | 0.478 | Add | |
08/18/20 | DBS Vickers | Mapletree Industrial | 3.14 | 3.25 | Buy | |
08/18/20 | CIMB | Sasseur | 0.78 | 0.84 | Add | |
08/18/20 | DBS Vickers | SIA Engineering | 1.86 | 2.4 | Buy | |
08/18/20 | DMG & Partners | Singtel | 2.4 | 3.2 | Buy | Sum of parts |
08/18/20 | DBS Vickers | Singtel | 2.4 | 2.85 | Buy | Sum of parts |
08/18/20 | DBS Vickers | ST Engineering | 3.39 | 3.8 | Buy | |
08/18/20 | DMG & Partners | ST Engineering | 3.39 | 3.9 | Buy | Sum of parts |
08/18/20 | Phillip | Thai Beverage | 0.635 | 0.82 | Buy | PER18x FY21 |
08/18/20 | UOB Kay Hian | Thai Beverage | 0.635 | 0.78 | Buy | Sum of parts |
08/18/20 | CIMB | UMS | 1.06 | 1.1 | Hold | |
08/18/20 | Kim Eng | UMS | 1.06 | 1.36 | Buy | |
08/18/20 | OCBC | Yanlord | 1.3 | 1.41 | Buy |
Monday, August 17, 2020
Another constellation is aligning and a big financial crisis is brewing this time. - Part 7
Is Warren Buffett preparing for a financial crisis?
https://www.investopedia.com/berkshire-cuts-bank-holdings-takes-position-in-gold-5074946
Warren Buffett (WB) has been cutting back on financial shares and increasing the gold position. Why?
It is a well-known fact that WB doesn't like gold because it doesn't pay any dividends at all. Why is he buying gold now when its price is at an all-time high?
I think he is projecting the exact same outcome that I've been anticipating below.
http://sg-stock.blogspot.com/2020/07/another-constellation-is-aligning-and_75.html
The financial tsunami that I'm projecting is based on the following highlights.
Lendlease Reit - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
10/15/19 | DIR | Lendlease Reit | 0.94 | 1.01 | outperform | |
12/06/19 | DBS Vickers | Lendlease Reit | 0.92 | 1.05 | Buy | DCF |
02/12/20 | DBS Vickers | Lendlease Reit | 0.91 | 1.05 | Buy | |
03/18/20 | DBS Vickers | Lendlease Reit | 0.48 | 0.94 | Buy | |
04/02/20 | DBS Vickers | Lendlease Reit | 0.52 | 0.94 | Buy | |
05/08/20 | DBS Vickers | Lendlease Reit | 0.575 | 0.85 | Buy | |
06/01/20 | DBS Vickers | Lendlease Reit | 0.67 | 0.85 | Buy | |
07/03/20 | DBS Vickers | Lendlease Reit | 0.68 | 0.85 | Buy |
KSH - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
11/12/19 | Lim & Tan | KSH | 0.465 | 0 | Buy | |
01/28/20 | Lim & Tan | KSH | 0.415 | 0 | Buy on weakness | |
04/06/20 | Lim & Tan | KSH | 0.29 | 0 | Hold | |
08/03/20 | Lim & Tan | KSH | 0.345 | 0 | Neutral |
Koufu - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
07/03/19 | UOB Kay Hian | Koufu | 0.72 | 0.95 | Buy | |
08/08/19 | UOB Kay Hian | Koufu | 0.71 | 0.95 | Buy | |
08/08/19 | DBS Vickers | Koufu | 0.71 | 0.88 | Buy | PER17x FY20 |
10/01/19 | UOB Kay Hian | Koufu | 0.72 | 0.95 | Buy | |
10/01/19 | DBS Vickers | Koufu | 0.72 | 0.88 | Buy | |
11/05/19 | DBS Vickers | Koufu | 0.755 | 0.88 | Buy | PER17x FY20 |
11/06/19 | UOB Kay Hian | Koufu | 0.77 | 0.95 | Buy | |
12/11/19 | SAC Capital | Koufu | 0.765 | 0.87 | Buy | |
01/06/20 | DBS Vickers | Koufu | 0.775 | 0.88 | Buy | |
02/12/20 | UOB Kay Hian | Koufu | 0.725 | 0.83 | Buy | |
02/13/20 | DBS Vickers | Koufu | 0.735 | 0.84 | Buy | PER17x FY20 |
03/02/20 | DBS Vickers | Koufu | 0.705 | 0.84 | Buy | PER17x FY20 |
03/03/20 | UOB Kay Hian | Koufu | 0.71 | 0.81 | Buy | |
03/03/20 | Lim & Tan | Koufu | 0.71 | 0 | Hold | |
04/22/20 | DBS Vickers | Koufu | 0.615 | 0.68 | Hold | |
04/24/20 | UOB Kay Hian | Koufu | 0.6 | 0.69 | Buy | |
06/01/20 | DBS Vickers | Koufu | 0.65 | 0.68 | Hold | |
06/15/20 | DBS Vickers | Koufu | 0.655 | 0.75 | Buy | PER17x FY20/21 |
06/15/20 | CIMB | Koufu | 0.655 | 0.86 | Add | PER19x FY21 |
07/02/20 | CIMB | Koufu | 0.695 | 0.86 | Add | PER19x FY21 |
07/03/20 | DBS Vickers | Koufu | 0.715 | 0.75 | Buy | |
07/03/20 | UOB Kay Hian | Koufu | 0.715 | 0.78 | Buy | |
07/03/20 | Lim & Tan | Koufu | 0.715 | 0 | Hold | |
08/05/20 | Phillip | Koufu | 0.67 | 0.8 | Buy | PER18.5x FY21 |
08/12/20 | DBS Vickers | Koufu | 0.68 | 0.77 | Buy | PER17x FY21 |
08/13/20 | UOB Kay Hian | Koufu | 0.675 | 0.78 | Buy | |
08/13/20 | Lim & Tan | Koufu | 0.675 | 0 | Buy on weakness | |
08/17/20 | CIMB | Koufu | 0.685 | 0.86 | Add |
Stock calls for 17 August 2020
Date | Analyst | Company | Last | Target | Call | Valuation |
08/17/20 | Phillip | APAC Realty | 0.375 | 0.365 | Neutral | DCF |
08/17/20 | DMG & Partners | Bumitama | 0.51 | 0.65 | Buy | PER11x FY21 |
08/17/20 | Kim Eng | Bumitama | 0.51 | 0.74 | Buy | |
08/17/20 | phillip | Comfortdelgro | 1.39 | 1.65 | Accumulate | DCF |
08/17/20 | UOB Kay Hian | Comfortdelgro | 1.39 | 1.78 | Buy | |
08/17/20 | DBS Vickers | Comfortdelgro | 1.39 | 1.63 | Buy | PER15x FY21 |
08/17/20 | DMG & Partners | Comfortdelgro | 1.39 | 1.55 | Buy | DCF, PER17.6x FY21 |
08/17/20 | CIMB | Comfortdelgro | 1.39 | 1.4 | Hold | |
08/17/20 | Kim Eng | Comfortdelgro | 1.39 | 1.76 | Buy | DCF |
08/17/20 | CIMB | First Resources | 1.38 | 1.8 | Add | |
08/17/20 | DBS Vickers | First Resources | 1.38 | 1.7 | Buy | DCF |
08/17/20 | DMG & Partners | First Resources | 1.38 | 1.45 | Neutral | PER14x FY21 |
08/17/20 | UOB Kay Hian | First Resources | 1.38 | 1.65 | Buy | |
08/17/20 | Kim Eng | First Resources | 1.38 | 1.79 | Buy | PER18x FY20 |
08/17/20 | Amfrasers | Frencken | 1.04 | 1.21 | outperform | PER12x FY21 |
08/17/20 | DMG & Partners | Fu Yu | 0.24 | 0.3 | Buy | DCF |
08/17/20 | DBS Vickers | Fu Yu | 0.24 | 0.27 | Hold | PER12.6x FY21 |
08/17/20 | Lim & Tan | Fu Yu | 0.24 | 0 | Buy | |
08/17/20 | DMG & Partners | Golden Agri | 0.154 | 0.13 | Sell | Sum of parts |
08/17/20 | CIMB | Golden Agri | 0.154 | 0.12 | Reduce | |
08/17/20 | CIMB | Koufu | 0.685 | 0.86 | Add | |
08/17/20 | Lim & Tan | Overseas Edu | 0.29 | 0 | Buy | |
08/17/20 | phillip | Propnex | 0.59 | 0.7 | Buy | DCF |
08/17/20 | UOB Kay Hian | Sasseur | 0.775 | 0.99 | Buy | DDM |
08/17/20 | DBS Vickers | ST Engineering | 3.39 | 3.4 | Hold | Sum of parts, Buy @ below $3.10 |
08/17/20 | UOB Kay Hian | ST Engineering | 3.39 | 3.4 | Hold | Buy @ $3.15 |
08/17/20 | CIMB | ST Engineering | 3.39 | 3.76 | Add | |
08/17/20 | OCBC | ST Engineering | 3.39 | 3.9 | Buy | |
08/17/20 | Amfrasers | Sunpower | 0.575 | 0.91 | outperform | |
08/17/20 | DMG & Partners | Thai Beverage | 0.605 | 0.72 | Buy | Sum of parts |
08/17/20 | CIMB | Thai Beverage | 0.605 | 0.7 | Hold | |
08/17/20 | Amfrasers | Thai Beverage | 0.605 | 0.93 | Outperform | |
08/17/20 | Amfrasers | UMS | 1.08 | 1.17 | Neutral | PER13x FY21 |
08/17/20 | UOB Kay Hian | Venture | 20.25 | 17.64 | Hold | PER14.4x FY21, Buy @ $16 |
Singapore Nodx rose 6% in July 2020.
May 2017: -1.2%
Apr 2017: -0.7%
Mar 2017: 16.5%
Feb 2017: 21.1%
Jan 2017: 8.6%
Saturday, August 15, 2020
Baltic dry index - 1577
Today, Thursday, August 13 2020, the Baltic Dry Index climbed by 37 points, reaching 1577 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.