| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/05/16 | UOB Kay Hian | Mapletree Logistics | 0.99 | 1.28 | Buy | |
| 01/08/16 | DBS Vickers | Mapletree Logistics | 0.985 | 1.15 | Buy | DCF |
| 01/26/16 | Deutsche | Mapletree Logistics | 0.91 | 1.1 | Buy | |
| 01/26/16 | DIR | Mapletree Logistics | 0.91 | 1.04 | Outperform | DDM |
| 01/26/16 | OCBC | Mapletree Logistics | 0.91 | 1.04 | Buy | DDM |
| 01/27/16 | DMG & Partners | Mapletree Logistics | 0.93 | 0.89 | Neutral | DDM, PB0.87x |
| 02/25/16 | Deutsche | Mapletree Logistics | 0.97 | 1.1 | Buy | |
| 03/17/16 | DMG & Partners | Mapletree Logistics | 0.98 | 0.89 | Neutral | |
| 03/24/16 | Deutsche | Mapletree Logistics | 1.01 | 1.1 | Buy | |
| 03/28/16 | UOB Kay Hian | Mapletree Logistics | 1.005 | 1.28 | Buy | |
| 04/05/16 | Deutsche | Mapletree Logistics | 1.005 | 1.1 | Buy | |
| 04/13/16 | Kim Eng | Mapletree Logistics | 1.005 | 1.06 | Not Rated | |
| 04/15/16 | DBS Vickers | Mapletree Logistics | 1.01 | 1.15 | Buy | |
| 04/27/16 | UOB Kay Hian | Mapletree Logistics | 1.085 | 1.28 | Buy | |
| 05/03/16 | CIMB | Mapletree Logistics | 1.08 | 1.02 | Hold | DDM |
| 05/03/16 | Credit Suisse | Mapletree Logistics | 1.08 | 1.08 | Neutral | |
| 05/03/16 | DBS Vickers | Mapletree Logistics | 1.08 | 1.1 | Hold | |
| 05/03/16 | OCBC | Mapletree Logistics | 1.08 | 1.02 | Hold | |
| 05/04/16 | DIR | Mapletree Logistics | 1.05 | 1.02 | Hold | DDM |
| 05/17/16 | Deutsche | Mapletree Logistics | 0.98 | 1.05 | Buy | |
| 05/17/16 | DMG & Partners | Mapletree Logistics | 0.98 | 0.89 | Neutral | |
| 06/29/16 | Lim & Tan | Mapletree Logistics | 1 | 0 | Hold | |
| 06/29/16 | OCBC | Mapletree Logistics | 1 | 1.02 | Hold | |
| 06/29/16 | UOB Kay Hian | Mapletree Logistics | 1 | 1.28 | Buy | |
| 06/30/16 | DIR | Mapletree Logistics | 1 | 1 | Hold | DDM |
| 07/04/16 | DMG & Partners | Mapletree Logistics | 1 | 0.89 | Neutral | |
| 07/18/16 | UOB Kay Hian | Mapletree Logistics | 1.05 | 1.32 | Buy | |
| 07/19/16 | Credit Suisse | Mapletree Logistics | 1.045 | 1.12 | Neutral | |
| 07/26/16 | Deutsche | Mapletree Logistics | 1.06 | 1.05 | Buy | |
| 07/26/16 | DIR | Mapletree Logistics | 1.06 | 1.04 | Hold | DDM |
| 07/26/16 | Lim & Tan | Mapletree Logistics | 1.06 | 0 | Hold | |
| 07/26/16 | OCBC | Mapletree Logistics | 1.06 | 1.04 | Hold | |
| 07/27/16 | CIMB | Mapletree Logistics | 1.065 | 1.04 | Hold | DDM |
| 07/27/16 | DBS Vickers | Mapletree Logistics | 1.065 | 1.15 | Buy | |
| 07/27/16 | UOB Kay Hian | Mapletree Logistics | 1.065 | 1.28 | Buy | DDM |
| 08/16/16 | DBS Vickers | Mapletree Logistics | 1.06 | 1.15 | Buy | |
| 08/16/16 | Deutsche | Mapletree Logistics | 1.06 | 1.15 | Buy | |
| 08/31/16 | Credit Suisse | Mapletree Logistics | 1.075 | 1.12 | Neutral | |
| 09/26/16 | DMG & Partners | Mapletree Logistics | 1.08 | 0.89 | Neutral | |
| 09/26/16 | Lim & Tan | Mapletree Logistics | 1.08 | 0 | Hold | |
| 09/29/16 | UOB Kay Hian | Mapletree Logistics | 1.08 | 1.28 | Buy | DDM |
| 10/14/16 | DIR | Mapletree Logistics | 1.045 | 1.04 | Hold | |
| 10/25/16 | Lim & Tan | Mapletree Logistics | 1.055 | 0 | Hold | |
| 10/25/16 | OCBC | Mapletree Logistics | 1.055 | 1.05 | Hold | |
| 10/26/16 | CIMB | Mapletree Logistics | 1.055 | 1.03 | Hold | DDM |
| 10/26/16 | Credit Suisse | Mapletree Logistics | 1.055 | 1.12 | Neutral | |
| 10/26/16 | DBS Vickers | Mapletree Logistics | 1.055 | 1.15 | Buy | |
| 10/26/16 | UOB Kay Hian | Mapletree Logistics | 1.055 | 1.21 | Buy | |
| 11/16/16 | Deutsche | Mapletree Logistics | 0.975 | 1.15 | Buy | |
| 12/05/16 | DMG & Partners | Mapletree Logistics | 1.015 | 0.89 | Neutral | |
| 12/07/16 | Deutsche | Mapletree Logistics | 1.015 | 1.15 | Buy | |
| 12/09/16 | UOB Kay Hian | Mapletree Logistics | 1.025 | 1.2 | Buy | |
| 12/16/16 | CIMB | Mapletree Logistics | 0.995 | 1.02 | Hold | DDM |
| 12/19/16 | Lim & Tan | Mapletree Logistics | 1 | 0 | Hold | |
| 01/09/17 | DBS Vickers | Mapletree Logistics | 1.04 | 1.15 | Buy | |
| 01/24/17 | DIR | Mapletree Logistics | 1.06 | 1.04 | Hold | DDM |
| 01/24/17 | UOB Kay Hian | Mapletree Logistics | 1.06 | 1.2 | Buy | DDM |
| 01/25/17 | CIMB | Mapletree Logistics | 1.055 | 1.02 | Hold | DDM |
| 01/25/17 | OCBC | Mapletree Logistics | 1.055 | 1.06 | Hold | |
| 01/31/17 | Credit Suisse | Mapletree Logistics | 1.055 | 1.12 | Neutral | |
| 02/28/17 | Deutsche | Mapletree Logistics | 1.07 | 1.15 | Buy | |
| 03/07/17 | UOB Kay Hian | Mapletree Logistics | 1.06 | 1.2 | Buy | |
| 03/24/17 | OCBC | Mapletree Logistics | 1.08 | 1.06 | Hold | |
| 03/30/17 | DBS Vickers | Mapletree Logistics | 1.09 | 1.28 | Buy | |
| 03/30/17 | DIR | Mapletree Logistics | 1.09 | 1.09 | Hold | DDM |
| 04/11/17 | UOB Kay Hian | Mapletree Logistics | 1.11 | 1.2 | Buy | |
| 04/18/17 | DIR | Mapletree Logistics | 1.105 | 1.09 | Hold | |
| 04/18/17 | Kim Eng | Mapletree Logistics | 1.105 | 1.2 | Hold | DDM |
| 05/02/17 | CIMB | Mapletree Logistics | 1.13 | 1.1 | Hold | DDM |
| 05/02/17 | DBS Vickers | Mapletree Logistics | 1.13 | 1.28 | Buy | |
| 05/02/17 | DIR | Mapletree Logistics | 1.13 | 1.1 | Hold | DDM |
| 05/02/17 | Kim Eng | Mapletree Logistics | 1.13 | 1.2 | Buy | DDM |
| 05/02/17 | OCBC | Mapletree Logistics | 1.13 | 1.14 | Hold | DDM |
| 05/25/17 | Deutsche | Mapletree Logistics | 1.155 | 1.2 | Buy | |
| 05/25/17 | UOB Kay Hian | Mapletree Logistics | 1.155 | 1.29 | Buy | |
| 06/12/17 | DBS Vickers | Mapletree Logistics | 1.2 | 1.28 | Buy | |
| 06/22/17 | Deutsche | Mapletree Logistics | 1.18 | 1.2 | Buy | |
| 06/22/17 | Kim Eng | Mapletree Logistics | 1.18 | 1.2 | Hold | |
| 07/03/17 | Kim Eng | Mapletree Logistics | 1.2 | 1.2 | Hold | |
| 07/05/17 | Lim & Tan | Mapletree Logistics | 1.195 | 0 | Hold | |
| 07/11/17 | DIR | Mapletree Logistics | 1.19 | 1.07 | Underperform | DDM |
| 07/11/17 | OCBC | Mapletree Logistics | 1.19 | 1.15 | Hold | DDM |
| 07/25/17 | UOB Kay Hian | Mapletree Logistics | 1.22 | 1.29 | Buy | DDM |
| 07/25/17 | Credit Suisse | Mapletree Logistics | 1.22 | 1.15 | Neutral | |
| 07/26/17 | CIMB | Mapletree Logistics | 1.235 | 1.12 | Hold | DDM |
| 07/26/17 | DBS Vickers | Mapletree Logistics | 1.235 | 1.28 | Buy | DCF |
| 08/14/17 | OCBC | Mapletree Logistics | 1.19 | 1.15 | Hold | |
| 08/15/17 | DBS Vickers | Mapletree Logistics | 1.19 | 1.28 | Buy | |
| 08/30/17 | Kim Eng | Mapletree Logistics | 1.21 | 1.19 | Hold | DDM |
| 08/30/17 | CIMB | Mapletree Logistics | 1.21 | 1.13 | Hold | DDM |
| 08/30/17 | Lim & Tan | Mapletree Logistics | 1.21 | 0 | Hold | |
| 08/31/17 | OCBC | Mapletree Logistics | 1.23 | 1.35 | Buy | |
| 09/22/17 | OCBC | Mapletree Logistics | 1.2 | 1.35 | Buy | |
| 09/27/17 | DIR | Mapletree Logistics | 1.205 | 1.1 | Underperform | |
| 10/05/17 | OCBC | Mapletree Logistics | 1.24 | 1.35 | Buy | |
| 10/20/17 | DBS Vickers | Mapletree Logistics | 1.225 | 1.38 | Buy | |
| 10/23/17 | UOB Kay Hian | Mapletree Logistics | 1.24 | 1.29 | Buy | |
| 10/24/17 | Lim & Tan | Mapletree Logistics | 1.275 | 0 | Hold | |
| 10/25/17 | Credit Suisse | Mapletree Logistics | 1.255 | 1.18 | Neutral | |
| 10/25/17 | Kim Eng | Mapletree Logistics | 1.255 | 1.25 | Hold | DDM |
| 10/25/17 | CIMB | Mapletree Logistics | 1.255 | 1.21 | Hold | DDM |
| 11/30/17 | OCBC | Mapletree Logistics | 1.26 | 1.35 | Buy | |
| 12/01/17 | UOB Kay Hian | Mapletree Logistics | 1.27 | 1.37 | Buy | |
| 12/06/17 | Lim & Tan | Mapletree Logistics | 1.28 | 0 | Hold | |
| 12/18/17 | DBS Vickers | Mapletree Logistics | 1.32 | 1.38 | Buy | |
| 01/09/18 | DBS Vickers | Mapletree Logistics | 1.36 | 1.38 | Buy | |
| 01/10/18 | Lim & Tan | Mapletree Logistics | 1.35 | 0 | Hold | |
| 01/23/18 | UOB Kay Hian | Mapletree Logistics | 1.35 | 1.41 | Hold | DDM |
| 01/23/18 | OCBC | Mapletree Logistics | 1.35 | 1.35 | Buy | |
| 01/24/18 | CIMB | Mapletree Logistics | 1.38 | 1.43 | Add | DDM |
| 01/24/18 | Credit Suisse | Mapletree Logistics | 1.38 | 1.18 | Neutral | |
| 01/24/18 | OCBC | Mapletree Logistics | 1.38 | 1.48 | Buy | |
| 01/24/18 | DBS Vickers | Mapletree Logistics | 1.38 | 1.45 | Buy |
Tuesday, January 30, 2018
Mapletree Logistics - Stock calls
Stock calls for 30 January 2018
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/30/18 | DBS Vickers | Ascendas Hospitality Trust | 0.875 | 0.91 | Buy | |
| 01/30/18 | DBS Vickers | Ascendas India Trust | 1.13 | 1.25 | Buy | |
| 01/30/18 | UOB Kay Hian | SIA Engineering | 3.26 | 4 | Buy | DCF, PER24.9x FY18 |
| 01/30/18 | OCBC | Starhill | 0.78 | 0.77 | Hold | |
| 01/30/18 | Lim & Tan | Starhill | 0.78 | 0 | Hold |
Apple is in trouble now! - Part 2
https://sg.news.yahoo.com/slow-response-forces-apple-halve-iphone-x-production-050404632.html
Apple is cutting its Iphone X production more than analysts predicted.
Apple has faced up to the reality now. We did warn about it previously because of its high price & bad reviews.
https://sg-stock.blogspot.sg/2017/12/apple-is-in-trouble-now.html
Apple is cutting its Iphone X production more than analysts predicted.
Apple has faced up to the reality now. We did warn about it previously because of its high price & bad reviews.
https://sg-stock.blogspot.sg/2017/12/apple-is-in-trouble-now.html
OMG! Noble group investors will lose 90% of equity after the debt restructuring deal.
https://finance.yahoo.com/news/noble-group-shares-tumble-debt-013601667.html
Existing shareholders took a heavy hit on the debt restructuring, causing them to suffer 90% share dilution.
Initially, Noble group denied the conclusion of the debt restructuring deal but it admitted lately that in-principle approval was received for the conclusion.
https://www.reuters.com/article/us-noble-debt-restructuring/creditors-to-take-70-percent-of-noble-group-in-3-5-billion-debt-restructuring-idUSKBN1FI256
Existing shareholders took a heavy hit on the debt restructuring, causing them to suffer 90% share dilution.
Initially, Noble group denied the conclusion of the debt restructuring deal but it admitted lately that in-principle approval was received for the conclusion.
https://www.reuters.com/article/us-noble-debt-restructuring/creditors-to-take-70-percent-of-noble-group-in-3-5-billion-debt-restructuring-idUSKBN1FI256
Monday, January 29, 2018
What is an artificial deadline?
https://sg.yahoo.com/news/picking-next-pm-not-constrained-artificial-deadline-ong-ye-kung-024640353.html
What is the definition of an artificial deadline? I thought all deadlines were synthetic as they're all set by humans. Is there a natural or spontaneous deadline?
Is this the new way to circumvent a deadline that you cannot meet? When you cannot meet a deadline, you can just tell your boss that we must not be constrained by the artificial deadline.
Our government has redefined many things recently.
What is the definition of an artificial deadline? I thought all deadlines were synthetic as they're all set by humans. Is there a natural or spontaneous deadline?
Is this the new way to circumvent a deadline that you cannot meet? When you cannot meet a deadline, you can just tell your boss that we must not be constrained by the artificial deadline.
Our government has redefined many things recently.
Mapletree Industrial - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/05/16 | UOB Kay Hian | Mapletree Industrial | 1.53 | 1.61 | Hold | |
| 01/08/16 | DBS Vickers | Mapletree Industrial | 1.52 | 1.62 | Buy | |
| 01/26/16 | Deutsche | Mapletree Industrial | 1.51 | 1.5 | Hold | |
| 01/27/16 | DIR | Mapletree Industrial | 1.495 | 1.63 | Outperform | DDM |
| 01/27/16 | Kim Eng | Mapletree Industrial | 1.495 | 1.5 | Hold | |
| 01/27/16 | OCBC | Mapletree Industrial | 1.495 | 1.48 | Hold | DDM |
| 01/28/16 | CIMB | Mapletree Industrial | 1.52 | 1.62 | Hold | DDM |
| 02/16/16 | JP Morgan | Mapletree Industrial | 1.545 | 1.7 | Overweight | Cut from $1.75 |
| 02/16/16 | Kim Eng | Mapletree Industrial | 1.545 | 1.71 | Buy | Yield 7% |
| 02/25/16 | Deutsche | Mapletree Industrial | 1.55 | 1.6 | Hold | |
| 03/24/16 | Credit Suisse | Mapletree Industrial | 1.59 | 1.72 | Outperform | |
| 03/24/16 | Deutsche | Mapletree Industrial | 1.59 | 1.6 | Hold | |
| 03/28/16 | Kim Eng | Mapletree Industrial | 1.6 | 1.71 | Buy | |
| 03/30/16 | UOB Kay Hian | Mapletree Industrial | 1.6 | 1.61 | Hold | |
| 04/05/16 | Deutsche | Mapletree Industrial | 1.6 | 1.6 | Hold | |
| 04/11/16 | Phillip | Mapletree Industrial | 1.61 | 1.7 | Accumulate | DDM |
| 04/13/16 | Kim Eng | Mapletree Industrial | 1.595 | 1.71 | Buy | Yield 7% |
| 04/26/16 | CIMB | Mapletree Industrial | 1.64 | 1.67 | Hold | DDM |
| 04/26/16 | DBS Vickers | Mapletree Industrial | 1.64 | 1.64 | Hold | |
| 04/26/16 | DIR | Mapletree Industrial | 1.64 | 1.68 | Hold | DDM |
| 04/27/16 | Credit Suisse | Mapletree Industrial | 1.64 | 1.71 | Outperform | |
| 04/27/16 | OCBC | Mapletree Industrial | 1.64 | 1.64 | Hold | |
| 04/27/16 | Phillip | Mapletree Industrial | 1.64 | 1.72 | Accumulate | DDM |
| 04/27/16 | UOB Kay Hian | Mapletree Industrial | 1.64 | 1.61 | Hold | |
| 05/17/16 | Deutsche | Mapletree Industrial | 1.6 | 1.6 | Hold | |
| 05/17/16 | Kim Eng | Mapletree Industrial | 1.6 | 1.78 | Buy | |
| 06/27/16 | UOB Kay Hian | Mapletree Industrial | 1.63 | 1.61 | Hold | |
| 07/01/16 | UBS | Mapletree Industrial | 1.72 | 1.5 | Sell | |
| 07/08/16 | Phillip | Mapletree Industrial | 1.79 | 1.72 | Neutral | DDM |
| 07/12/16 | DBS Vickers | Mapletree Industrial | 1.79 | 1.81 | Hold | |
| 07/18/16 | UOB Kay Hian | Mapletree Industrial | 1.725 | 1.7 | Sell | DDM |
| 07/19/16 | Credit Suisse | Mapletree Industrial | 1.75 | 1.82 | Outperform | |
| 07/26/16 | Deutsche | Mapletree Industrial | 1.7 | 1.6 | Hold | |
| 07/26/16 | JP Morgan | Mapletree Industrial | 1.7 | 1.8 | Overweight | |
| 07/27/16 | CIMB | Mapletree Industrial | 1.755 | 1.9 | Add | DDM |
| 07/27/16 | DBS Vickers | Mapletree Industrial | 1.755 | 1.9 | Buy | Up from $1.81 |
| 07/27/16 | DIR | Mapletree Industrial | 1.755 | 1.7 | Hold | DDM |
| 07/27/16 | OCBC | Mapletree Industrial | 1.755 | 1.67 | Hold | |
| 07/28/16 | Kim Eng | Mapletree Industrial | 1.775 | 1.9 | Buy | |
| 08/01/16 | UOB Kay Hian | Mapletree Industrial | 1.81 | 1.7 | Sell | |
| 08/16/16 | CIMB | Mapletree Industrial | 1.76 | 1.9 | Add | |
| 08/16/16 | DBS Vickers | Mapletree Industrial | 1.76 | 1.9 | Buy | |
| 08/16/16 | Deutsche | Mapletree Industrial | 1.76 | 1.7 | Hold | |
| 09/07/16 | CIMB | Mapletree Industrial | 1.76 | 1.9 | Add | |
| 09/07/16 | Credit Suisse | Mapletree Industrial | 1.76 | 1.82 | Outperform | |
| 10/14/16 | DIR | Mapletree Industrial | 1.715 | 1.7 | Hold | |
| 10/14/16 | Phillip | Mapletree Industrial | 1.715 | 1.72 | Neutral | |
| 10/25/16 | OCBC | Mapletree Industrial | 1.715 | 1.67 | Hold | DDM |
| 10/25/16 | Phillip | Mapletree Industrial | 1.715 | 1.74 | Neutral | DDM |
| 10/26/16 | CIMB | Mapletree Industrial | 1.74 | 1.9 | Add | DDM |
| 10/26/16 | UOB Kay Hian | Mapletree Industrial | 1.74 | 1.61 | Sell | |
| 10/27/16 | DBS Vickers | Mapletree Industrial | 1.74 | 1.9 | Buy | |
| 11/04/16 | CIMB | Mapletree Industrial | 1.705 | 1.9 | Add | |
| 11/11/16 | Phillip | Mapletree Industrial | 1.69 | 1.74 | Neutral | |
| 11/16/16 | Deutsche | Mapletree Industrial | 1.59 | 1.7 | Hold | |
| 11/16/16 | JP Morgan | Mapletree Industrial | 1.59 | 1.75 | Overweight | |
| 11/24/16 | CIMB | Mapletree Industrial | 1.565 | 1.68 | Add | PB1.15x |
| 11/24/16 | OCBC | Mapletree Industrial | 1.565 | 1.67 | Buy | |
| 11/29/16 | Phillip | Mapletree Industrial | 1.59 | 1.74 | Accumulate | DDM |
| 12/06/16 | CIMB | Mapletree Industrial | 1.615 | 1.68 | Add | |
| 12/06/16 | Kim Eng | Mapletree Industrial | 1.615 | 1.9 | Buy | |
| 12/07/16 | Deutsche | Mapletree Industrial | 1.64 | 1.7 | Hold | |
| 12/09/16 | UOB Kay Hian | Mapletree Industrial | 1.66 | 1.6 | Hold | |
| 01/09/17 | DBS Vickers | Mapletree Industrial | 1.665 | 1.9 | Buy | |
| 01/25/17 | Deutsche | Mapletree Industrial | 1.645 | 1.65 | Hold | |
| 01/25/17 | OCBC | Mapletree Industrial | 1.645 | 1.79 | Buy | |
| 01/25/17 | UOB Kay Hian | Mapletree Industrial | 1.645 | 1.6 | Hold | DDM |
| 01/26/17 | CIMB | Mapletree Industrial | 1.65 | 1.68 | Add | DDM |
| 01/26/17 | Phillip | Mapletree Industrial | 1.65 | 1.74 | Accumulate | DDM |
| 01/31/17 | Credit Suisse | Mapletree Industrial | 1.665 | 1.82 | Outperform | |
| 02/14/17 | CIMB | Mapletree Industrial | 1.665 | 1.68 | Add | |
| 02/17/17 | JP Morgan | Mapletree Industrial | 1.675 | 1.75 | Overweight | |
| 02/20/17 | Phillip | Mapletree Industrial | 1.66 | 1.74 | Accumulate | |
| 02/28/17 | Deutsche | Mapletree Industrial | 1.66 | 1.65 | Hold | |
| 03/06/17 | CIMB | Mapletree Industrial | 1.67 | 1.68 | Add | DDM |
| 03/06/17 | DBS Vickers | Mapletree Industrial | 1.67 | 1.9 | Buy | |
| 03/07/17 | DIR | Mapletree Industrial | 1.685 | 1.7 | Hold | DDM |
| 03/07/17 | UOB Kay Hian | Mapletree Industrial | 1.685 | 1.6 | Hold | |
| 03/29/17 | OCBC | Mapletree Industrial | 1.76 | 1.88 | Buy | |
| 03/30/17 | DBS Vickers | Mapletree Industrial | 176 | 1.94 | Buy | |
| 04/11/17 | UOB Kay Hian | Mapletree Industrial | 1.77 | 1.6 | Hold | |
| 04/18/17 | DIR | Mapletree Industrial | 1.785 | 1.7 | Hold | |
| 04/18/17 | Kim Eng | Mapletree Industrial | 1.785 | 2 | Buy | DDM |
| 04/25/17 | DBS Vickers | Mapletree Industrial | 1.795 | 1.94 | Buy | DCF |
| 04/25/17 | DIR | Mapletree Industrial | 1.795 | 1.71 | Hold | DDM |
| 04/25/17 | OCBC | Mapletree Industrial | 1.795 | 1.93 | Buy | |
| 04/26/17 | CIMB | Mapletree Industrial | 1.82 | 1.8 | Hold | DDM |
| 04/26/17 | Kim Eng | Mapletree Industrial | 1.82 | 2.05 | Buy | DDM |
| 04/26/17 | Phillip | Mapletree Industrial | 1.82 | 1.8 | Neutral | DDM |
| 04/26/17 | UOB Kay Hian | Mapletree Industrial | 1.82 | 1.69 | Hold | DDM |
| 05/08/17 | Deutsche | Mapletree Industrial | 1.81 | 1.7 | Hold | |
| 05/08/17 | Phillip | Mapletree Industrial | 1.81 | 1.8 | Neutral | |
| 05/25/17 | UOB Kay Hian | Mapletree Industrial | 1.815 | 1.78 | Hold | |
| 06/09/17 | Lim & Tan | Mapletree Industrial | 1.84 | 0 | Hold | |
| 06/12/17 | DBS Vickers | Mapletree Industrial | 1.825 | 1.94 | Buy | |
| 06/20/17 | OCBC | Mapletree Industrial | 1.8 | 1.93 | Buy | |
| 06/22/17 | Deutsche | Mapletree Industrial | 1.815 | 1.7 | Hold | |
| 06/22/17 | Kim Eng | Mapletree Industrial | 1.815 | 2.05 | Buy | |
| 07/03/17 | Kim Eng | Mapletree Industrial | 1.86 | 2.05 | Buy | DDM |
| 07/26/17 | DIR | Mapletree Industrial | 1.88 | 1.71 | Hold | DDM |
| 07/26/17 | UOB Kay Hian | Mapletree Industrial | 1.88 | 1.78 | Hold | DDM |
| 07/26/17 | OCBC | Mapletree Industrial | 1.88 | 1.92 | Hold | |
| 07/26/17 | DBS Vickers | Mapletree Industrial | 1.88 | 1.94 | Buy | DCF |
| 07/26/17 | Religare | Mapletree Industrial | 1.88 | 1.9 | Buy | |
| 07/26/17 | Phillip | Mapletree Industrial | 1.88 | 1.98 | Accumulate | DDM, PB1.41x FY18 |
| 07/27/17 | CIMB | Mapletree Industrial | 1.905 | 1.91 | Hold | DDM |
| 08/03/17 | Kim Eng | Mapletree Industrial | 1.84 | 2.05 | Buy | |
| 08/22/17 | Phillip | Mapletree Industrial | 1.855 | 1.98 | Accumulate | |
| 09/27/17 | DBS Vickers | Mapletree Industrial | 1.84 | 1.94 | Buy | DCF |
| 09/28/17 | Kim Eng | Mapletree Industrial | 1.85 | 2.05 | Buy | |
| 10/09/17 | Phillip | Mapletree Industrial | 1.875 | 1.98 | Accumulate | |
| 10/23/17 | UOB Kay Hian | Mapletree Industrial | 1.9 | 1.78 | Hold | |
| 10/25/17 | OCBC | Mapletree Industrial | 1.96 | 1.92 | Hold | |
| 10/25/17 | Kim Eng | Mapletree Industrial | 1.96 | 2.05 | Buy | |
| 10/25/17 | UOB Kay Hian | Mapletree Industrial | 1.97 | 1.88 | Hold | |
| 10/26/17 | CIMB | Mapletree Industrial | 1.97 | 1.94 | Hold | DDM |
| 10/27/17 | Phillip | Mapletree Industrial | 1.97 | 1.99 | Neutral | DDM, PB1.37x FY18 |
| 11/08/17 | DBS Vickers | Mapletree Industrial | 1.965 | 2.15 | Buy | DCF |
| 11/28/17 | Kim Eng | Mapletree Industrial | 1.99 | 2.1 | Buy | |
| 12/01/17 | UOB Kay Hian | Mapletree Industrial | 1.97 | 1.88 | Hold | |
| 12/04/17 | Phillip | Mapletree Industrial | 1.99 | 2.06 | Hold | |
| 12/04/17 | OCBC | Mapletree Industrial | 1.99 | 2.06 | Hold | |
| 01/19/18 | Kim Eng | Mapletree Industrial | 2.11 | 2.1 | Buy | |
| 01/24/18 | OCBC | Mapletree Industrial | 2.07 | 2.06 | Hold | |
| 01/24/18 | UOB Kay Hian | Mapletree Industrial | 2.07 | 1.88 | Hold | DDM |
| 01/24/18 | DBS Vickers | Mapletree Industrial | 2.07 | 2.15 | Buy | |
| 01/25/18 | Phillip | Mapletree Industrial | 2.12 | 2.15 | Neutral | DDM, PB1.48x FY18 |
| 01/25/18 | CIMB | Mapletree Industrial | 2.12 | 2.16 | Add | DDM |
Mapletree Great China - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/08/16 | DBS Vickers | Mapletree Greater China | 0.875 | 1.11 | Buy | DCF |
| 02/01/16 | Lim & Tan | Mapletree Greater China | 0.84 | 0 | Hold | |
| 02/02/16 | CIMB | Mapletree Greater China | 0.845 | 1.1 | Add | DDM |
| 02/02/16 | OCBC | Mapletree Greater China | 0.845 | 1.03 | Buy | |
| 03/07/16 | CIMB | Mapletree Greater China | 0.94 | 1.1 | Add | DDM |
| 04/28/16 | CIMB | Mapletree Greater China | 0.99 | 1.12 | Add | DDM |
| 04/28/16 | OCBC | Mapletree Greater China | 0.99 | 1.09 | Buy | |
| 04/29/16 | DBS Vickers | Mapletree Greater China | 1.02 | 1.15 | Buy | |
| 05/17/16 | CIMB | Mapletree Greater China | 0.985 | 1.12 | Add | |
| 08/01/16 | OCBC | Mapletree Greater China | 1.075 | 1.18 | Buy | |
| 08/02/16 | CIMB | Mapletree Greater China | 1.085 | 1.14 | Add | DDM |
| 08/02/16 | DBS Vickers | Mapletree Greater China | 1.085 | 1.13 | Buy | |
| 09/06/16 | OCBC | Mapletree Greater China | 1.115 | 1.18 | Buy | |
| 10/31/16 | CIMB | Mapletree Greater China | 1.055 | 1.13 | Add | DDM |
| 10/31/16 | DBS Vickers | Mapletree Greater China | 1.055 | 1.11 | Buy | |
| 10/31/16 | OCBC | Mapletree Greater China | 1.055 | 1.15 | Buy | |
| 11/21/16 | OCBC | Mapletree Greater China | 0.97 | 1.15 | Buy | |
| 01/09/17 | DBS Vickers | Mapletree Greater China | 0.955 | 1.11 | Buy | DCF |
| 01/31/17 | CIMB | Mapletree Greater China | 0.955 | 1.13 | Add | DDM |
| 01/31/17 | OCBC | Mapletree Greater China | 0.955 | 1.08 | Buy | |
| 03/06/17 | OCBC | Mapletree Greater China | 0.985 | 1.08 | Buy | |
| 03/30/17 | DBS Vickers | Mapletree Greater China | 1.015 | 1.11 | Buy | DCF |
| 04/03/17 | CIMB | Mapletree Greater China | 1.02 | 1.13 | Add | |
| 04/27/17 | OCBC | Mapletree Greater China | 1.06 | 1.08 | Buy | |
| 04/28/17 | CIMB | Mapletree Greater China | 1.045 | 1.14 | Add | |
| 04/28/17 | DBS Vickers | Mapletree Greater China | 1.045 | 1.25 | Buy | DCF |
| 04/28/17 | OCBC | Mapletree Greater China | 1.045 | 1.13 | Buy | |
| 06/23/17 | CIMB | Mapletree Greater China | 1.075 | 1.14 | Add | |
| 07/31/17 | OCBC | Mapletree Greater China | 1.11 | 1.22 | Buy | |
| 08/01/17 | CIMB | Mapletree Greater China | 1.11 | 1.17 | Add | DDM |
| 08/01/17 | DBS Vickers | Mapletree Greater China | 1.11 | 1.25 | Buy | |
| 10/24/17 | CIMB | Mapletree Greater China | 1.215 | 1.2 | Hold | DDM |
| 10/24/17 | OCBC | Mapletree Greater China | 1.215 | 1.28 | Buy | |
| 10/24/17 | DBS Vickers | Mapletree Greater China | 1.215 | 1.3 | Buy | DCF |
| 11/30/17 | OCBC | Mapletree Greater China | 1.16 | 1.28 | Buy | |
| 12/14/17 | OCBC | Mapletree Greater China | 1.19 | 1.28 | Buy | |
| 12/18/17 | DBS Vickers | Mapletree Greater China | 1.19 | 1.3 | Buy | |
| 01/29/18 | OCBC | Mapletree Greater China | 1.27 | 1.39 | Buy | |
| 01/29/18 | CIMB | Mapletree Greater China | 1.27 | 1.26 | Hold | DDM |
| 01/29/18 | DBS Vickers | Mapletree Greater China | 1.27 | 1.4 | Buy |
Stock calls for 29 January 2018
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/29/18 | UOB Kay Hian | ART | 1.26 | 1.23 | Hold | |
| 01/29/18 | OCBC | ART | 1.26 | 1.16 | Hold | |
| 01/29/18 | DBS Vickers | ART | 1.26 | 1.34 | Buy | |
| 01/29/18 | Phillip | CapitaCommercial | 1.92 | 1.8 | Neutral | DDM |
| 01/29/18 | CIMB | CDL Hospitality | 1.82 | 1.92 | Add | DDM |
| 01/29/18 | DMG & Partners | CDL Hospitality | 1.82 | 1.95 | Buy | DDM |
| 01/29/18 | UOB Kay Hian | CDL Hospitality | 1.82 | 1.95 | Buy | DDM |
| 01/29/18 | OCBC | CDL Hospitality | 1.82 | 1.6 | Sell | |
| 01/29/18 | DBS Vickers | CDL Hospitality | 1.82 | 2 | Buy | |
| 01/29/18 | phillip | China Sunsine | 1.11 | 1.6 | Buy | FCFE, PER10x FY18 |
| 01/29/18 | Amfrasers | China Sunsine | 1.11 | 1.39 | Buy | PER10x FY18 |
| 01/29/18 | CIMB | Frasers Logistics | 1.15 | 1.24 | Add | DDM |
| 01/29/18 | DBS Vickers | Frasers Logistics | 1.15 | 1.24 | Buy | |
| 01/29/18 | OCBC | Mapletree Greater China | 1.27 | 1.39 | Buy | |
| 01/29/18 | CIMB | Mapletree Greater China | 1.27 | 1.26 | Hold | DDM |
| 01/29/18 | DBS Vickers | Mapletree Greater China | 1.27 | 1.4 | Buy | |
| 01/29/18 | CIMB | Parkway Life | 2.97 | 3.07 | Hold | DDM |
| 01/29/18 | Lim & Tan | Parkway Life | 2.97 | 0 | Hold | |
| 01/29/18 | DBS Vickers | Parkway Life | 2.97 | 3.15 | Buy | |
| 01/29/18 | UOB Kay Hian | Tuan Sing | 0.48 | 0.71 | Buy | Sum of parts |
| 01/29/18 | Kim Eng | Viva Industrial | 0.94 | 1.05 | Buy | DDM |
| 01/29/18 | OCBC | Viva Industrial | 0.94 | 0.93 | Hold | |
| 01/29/18 | Phillip | Y Venture | 0.44 | 0.7 | Buy | PER30x FY18 |
Iceberg research came out to attack Noble again!
https://sg.finance.yahoo.com/news/iceberg-research-slams-noble-debt-023100836.html
Iceberg is urging creditors to reject the restructuring deal because investors have to take a massive haircut. If nobody is willing to take a heavy haircut, there is no possibility that Noble can continue to operate with a heavy debt load.
If investors are rejecting this restructuring deal, Noble will be bankrupt soon unless another white knight is willing to takeover Noble at a massive discount.
Is Iceberg trying to bankrupt Noble by asking investors to reject the deal?
Iceberg is urging creditors to reject the restructuring deal because investors have to take a massive haircut. If nobody is willing to take a heavy haircut, there is no possibility that Noble can continue to operate with a heavy debt load.
If investors are rejecting this restructuring deal, Noble will be bankrupt soon unless another white knight is willing to takeover Noble at a massive discount.
Is Iceberg trying to bankrupt Noble by asking investors to reject the deal?
Sunday, January 28, 2018
The USA aircraft carrier will visit Vietnam in 2018 after losing the Vietnam war.
https://www.nytimes.com/2018/01/25/world/asia/vietnam-us-aircraft-carrier.html
Let's recall the shameful evacuation of the USA from Vietnam after losing the war. The USA aircraft carrier had to push over more than 45 helicopters to accommodate its overwhelming evacuees. A picture tells a thousand words and a video portrays a thousand pictures.
China & Russia helped Vietnam to defeat the USA in the past. If the USA starts another war in Asia again, China & Russia will be able to defeat the USA because the military gaps amongst the three are much closer now than before.
Let's recall the shameful evacuation of the USA from Vietnam after losing the war. The USA aircraft carrier had to push over more than 45 helicopters to accommodate its overwhelming evacuees. A picture tells a thousand words and a video portrays a thousand pictures.
Saturday, January 27, 2018
Many bitcoin investors are losing money!
https://www.thestreet.com/video/14464100/bitcoin-investors-will-eventually-get-wiped-out-peter-schiff.html
This phenomenon is similar to a pyramid scam whereby the late entrants will suffer the most while the early adopters will make the most money.
Japanese and South Korean investors will suffer the most from a bitcoin fallout.
This phenomenon is similar to a pyramid scam whereby the late entrants will suffer the most while the early adopters will make the most money.
Japanese and South Korean investors will suffer the most from a bitcoin fallout.
Baltic dry index - 1219
Today, Friday, January 26 2018, the Baltic Dry Index climbed by 2 points, reaching 1219 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 stocks: Sembcorp Marine, Cosco & Pan Ocean
US rig count - 947
The number of rigs exploring for oil and natural gas in the U.S. rose by 11 this week to 947.
That exceeds the 712 rigs that were active this time a year ago.
Houston oilfield services company Baker Hughes reported Friday that 759 rigs drilled for oil this week and 188 for gas.
Among major oil- and gas-producing states, Texas added 13 rigs, West Virginia increased by four, and New Mexico increased by three.
Oklahoma lost four rigs, Louisiana lost three rigs, and Ohio and Utah each lost a single rig.
Alaska, California, Colorado, North Dakota, Pennsylvania and Wyoming were unchanged.
The U.S. rig count peaked at 4,530 in 1981. It bottomed out in May of 2016 at 404.
=====================
Related stocks: Keppel Corp, Sembcorp Marine & Cosco
Japanese crypto exchange lost more than 500m to hackers!
https://www.cnbc.com/2018/01/26/japanese-cryptocurrency-exchange-loses-more-than-500-million-to-hackers.html?__source=yahoo%7Cfinance%7Cheadline%7Cheadline%7Cstory&par=yahoo&doc=104970707&yptr=yahoo
Coincheck customers who had their crypto stolen had no recourse. This is the 2nd incident after Mt. Gox in Japan.
When you have no regulations, you have no recourse. This is the rule of the game when you don't want to have any regulation for private crypto exchange. This won't be the last incident for sure.
Coincheck customers who had their crypto stolen had no recourse. This is the 2nd incident after Mt. Gox in Japan.
When you have no regulations, you have no recourse. This is the rule of the game when you don't want to have any regulation for private crypto exchange. This won't be the last incident for sure.
Friday, January 26, 2018
Noble Group falls after denial of a restructuring deal.
http://www.businesstimes.com.sg/stocks/singapore-shares-end-flat-noble-resumes-trading-lower
It is really not easy to restructure $3.5b debt. Without a debt restructuring deal, Noble Group's on-going concern will always be in the minds of investors.
It is really not easy to restructure $3.5b debt. Without a debt restructuring deal, Noble Group's on-going concern will always be in the minds of investors.
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