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Tuesday, February 25, 2020

Mapletree Industrial - Stock calls

DateAnalystCompanyLastTargetCallValuation
01/17/19OCBCMapletree Industrial1.972.04Hold
01/18/19CIMBMapletree Industrial1.992.1AddDDM
01/23/19DBS VickersMapletree Industrial1.982.22BuyPER16.8x FY19
01/23/19DIRMapletree Industrial1.981.78Underperform
01/24/19PhillipMapletree Industrial1.962.03NeutralDDM, PB1.36x FY19
01/24/19Kim EngMapletree Industrial1.962.2BuyDDM
01/28/19UOB Kay HianMapletree Industrial2.031.94HoldBuy @ $1.78
02/12/19OCBCMapletree Industrial2.032.04Hold
02/15/19PhillipMapletree Industrial1.992.03Neutral
02/19/19OCBCMapletree Industrial1.991.98Hold
02/20/19DBS VickersMapletree Industrial1.992.3Buy
04/03/19DBS VickersMapletree Industrial2.122.3Buy
04/04/19Kim EngMapletree Industrial2.112.25BuyDDM
06/19/19PhillipMapletree Industrial2.172.03Neutral
06/25/19Kim EngMapletree Industrial2.182.25Buy
07/11/19CIMBMapletree Industrial2.292.32AddDDM
07/11/19Kim EngMapletree Industrial2.292.4BuyDDM
07/11/19DBS VickersMapletree Industrial2.292.5BuyDCF
07/22/19PhillipMapletree Industrial2.312.03NeutralDDM, PB1.36x FY19
07/24/19OCBCMapletree Industrial2.32.06Hold
07/24/19CIMBMapletree Industrial2.32.37Hold
07/25/19OCBCMapletree Industrial2.252.29Hold
07/25/19UOB Kay HianMapletree Industrial2.251.94Hold
08/26/19PhillipMapletree Industrial2.282.03Neutral
09/13/19UOB Kay HianMapletree Industrial2.32.58BuyDDM
09/17/19OCBCMapletree Industrial2.332.29Hold
09/19/19Kim EngMapletree Industrial2.42.5Buy
09/19/19OCBCMapletree Industrial2.42.55Buy
09/24/19PhillipMapletree Industrial2.472.03Neutral
09/25/19DBS VickersMapletree Industrial2.492.75Buy
09/26/19CIMBMapletree Industrial2.492.44AddDDM
10/10/19UOB Kay HianMapletree Industrial2.52.69Buy
10/18/19PhillipMapletree Industrial2.572.06Neutral
10/24/19OCBCMapletree Industrial2.522.55Hold
10/24/19UOB Kay HianMapletree Industrial2.522.9Buy
10/24/19DBS VickersMapletree Industrial2.522.75Buy
11/21/19Kim EngMapletree Industrial2.52.7Buy
11/25/19PhillipMapletree Industrial2.512.03Neutral
12/19/19DBS VickersMapletree Industrial2.522.75Buy
01/22/20OCBCMapletree Industrial2.782.87Hold
01/22/20DBS VickersMapletree Industrial2.783Buy
01/23/20UOB Kay HianMapletree Industrial2.772.9Buy
02/04/20DBS VickersMapletree Industrial2.783Buy

Stock calls for 25 February 2020

DateAnalystCompanyLastTargetCallValuation
02/25/20DMG & PartnersAPAC Realty0.470.6BuyDCF
02/25/20DBS VickersAPAC Realty0.470.52HoldPER12x FY20
02/25/20CIMBAPAC Realty0.470.61Add
02/25/20DBS VickersBreadtalk0.6450.49Accept offeroffer @ $0.77, Sum of parts
02/25/20Lim & TanBreadtalk0.6450Accept offeroffer @ $0.77
02/25/20MacquarieCapitaland3.674.15Outperform
02/25/20OCBCESR-Reit0.5450.6Buy
02/25/20DBS VickersKeppel DC Reit2.52.55HoldDCF
02/25/20Kim EngOCBC10.9211.57Hold
02/25/20DMG & PartnersRaffles Medical1.020.96NeutralDCF
02/25/20UOB Kay HianRaffles Medical1.021.21BuyDCF
02/25/20DBS VickersRaffles Medical1.021.1HoldSum of parts
02/25/20Kim EngRaffles Medical1.021.06HoldDCF
02/25/20CIMBRaffles Medical1.021.16Add
02/25/20OCBCSheng Siong1.291.45Buy
02/25/20DMG & PartnersSingapore Medical0.320.35NeutralPER11.3x FY20
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
02/25/20OCBCSuntec Reit1.82.05Buy
02/25/20OCBCWilmar4.054.64Buy
02/25/20Kim EngWilmar4.054.37Hold

Monday, February 24, 2020

The world has awakened up on the US-China trade deal due to covid-19 outbreak.

https://www.channelnewsasia.com/news/commentary/us-china-phase-one-trade-deal-southeast-asia-asean-malaysia-12454096

It has finally dawned upon the world that the US-China trade deal is an unfair deal for world trade, especially during the covid-19 outbreak.  Without this outbreak, the world will never take a serious analysis of the preferential treatment given to the US and this contravenes the fair trade principle under the world trade organization.

We had stated this much earlier in 2019.

http://sg-stock.blogspot.com/2019/04/many-countries-are-fearful-of-upcoming.html