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Monday, June 29, 2020

AEM - Stock calls

DateAnalystCompanyLastTargetCallValuation
07/18/19CIMBAEM1.041.23AddPER10x FY20
07/29/19Kim EngAEM1.221.4BuyPB3x FY19/20
08/14/19Kim EngAEM1.091.4BuyRoe-g/Coe-g
09/16/19Kim EngAEM1.191.5BuyRoe-g/Coe-g
10/03/19Kim EngAEM1.121.5BuyRoe-g/Coe-g, PB3.2x FY19/20
10/11/19AmfrasersAEM1.161.34OutperformPER11x FY20
10/22/19CIMBAEM1.31.44Add
11/04/19AmfrasersAEM1.531.8OutperformPER12x FY20
11/25/19CIMBAEM1.82.12Add
11/29/19DBS VickersAEM1.712.38BuyPER12.1x FY20
12/10/19DBS VickersAEM1.912.38BuyPER12.1x FY20
12/10/19Kim EngAEM1.912.12Buy
12/31/19CIMBAEM1.992.12Add
01/15/20AmfrasersAEM2.162.57BuyPER14x FY20
01/15/20Kim EngAEM2.162.58Buy
01/24/20DBS VickersAEM2.052.38BuyPER12.1x FY20
02/11/20AmfrasersAEM1.882.57Outperform
02/11/20Kim EngAEM1.882.58Buy
02/28/20DBS VickersAEM2.242.52BuyPER11.2x FY20
03/10/20Kim EngAEM1.832.82BuyPB3x FY20/21
03/10/20AmfrasersAEM1.832.6OutperformPER12x FY20
03/19/20CIMBAEM1.492.71AddGGM, PB4.05x
04/02/20DBS VickersAEM1.642.29Buy
04/20/20Kim EngAEM2.112.82Buy
04/30/20DBS VickersAEM2.372.47HoldPER10x FY20/21
04/30/20CIMBAEM2.373.1Add
04/30/20Kim EngAEM2.373.18BuyPER4.1x FY20/21
05/08/20Kim EngAEM3.584.04BuyPER4.8x FY20/21
05/11/20CIMBAEM3.063.58AddGGM, PB4.86x
05/11/20DBS VickersAEM3.062.87HoldPER10x FY21
05/14/20AmfrasersAEM3.153.61OutperformPER12x FY20

Accordia Golf Trust - Stock calls

DateAnalystCompanyLastTargetCallValuation
08/16/19AmfrasersAccordia Golf Trust0.5350.67OutperformDDM
11/15/19AmfrasersAccordia Golf Trust0.610.67Outperform
12/02/19AmfrasersAccordia Golf Trust0.70.67Outperform

A-Reit - Stock calls

DateAnalystCompanyLastTargetCallValuation
07/03/19Kim EngA-Reit3.133.3BuyDDM
07/04/19DMG & PartnersA-Reit3.152.9Neutral
07/22/19PhillipA-Reit3.032.88Neutral
07/30/19DBS VickersA-Reit3.053.4BuyDCF
07/30/19OCBCA-Reit3.052.98Hold
07/31/19UOB Kay HianA-Reit3.033.01HoldBuy @ $2.78
08/02/19PhillipA-Reit3.043.31AccumulateDDM
09/11/19UOB Kay HianA-Reit3.143.25HoldDDM, Buy @ $2.98
09/19/19Kim EngA-Reit3.113.3Buy
09/24/19PhillipA-Reit3.123.31Accumulate
10/04/19Lim & TanA-Reit3.080Hold
10/07/19DBS VickersA-Reit3.083.4Buy
10/10/19DMG & PartnersA-Reit3.123NeutralDDM
10/11/19CIMBA-Reit3.153.12HoldDDM
10/18/19PhillipA-Reit3.133.31Accumulate
11/04/19DMG & PartnersA-Reit3.173NeutralDDM
11/04/19OCBCA-Reit3.173.25Hold
11/05/19UOB Kay HianA-Reit3.123.28HoldBuy @ $2.99
11/11/19UOB Kay HianA-Reit2.893.25Buy
11/21/19Kim EngA-Reit2.913.35Buy
11/25/19PhillipA-Reit2.943.31Accumulate
12/03/19Kim EngA-Reit2.973.35BuyDDM
12/06/19PhillipA-Reit3.013.25Accumulate
12/06/19Morgan StanleyA-Reit3.013.04Overweight
12/06/19MacquarieA-Reit3.012.7Neutral
12/10/19DMG & PartnersA-Reit3.033Neutral
12/19/19DBS VickersA-Reit2.923.4Buy
01/10/20DBS VickersA-Reit3.063.45BuyDCF
02/03/20UOB Kay HianA-Reit3.153.35BuyDDM
02/03/20DMG & PartnersA-Reit3.153.1NeutralDDM
02/03/20CIMBA-Reit3.153.14Hold
02/03/20JefferiesA-Reit3.063.45Buy
02/04/20DBS VickersA-Reit3.133.45Buy
02/07/20OCBCA-Reit3.33.59Buy
03/02/20DBS VickersA-Reit3.063.45BuyDCF
03/13/20PhillipA-Reit3.153.31Accumulate
04/20/20DMG & PartnersA-Reit2.893NeutralDDM
04/20/20JefferiesA-Reit2.893.1Buy
04/29/20OCBCA-Reit2.863.52Buy
04/29/20UOB Kay HianA-Reit2.863.35Buy
04/29/20DBS VickersA-Reit2.863.45Buy
04/29/20CIMBA-Reit2.863Add
05/04/20PhillipA-Reit2.973.18AccumulateDDM
06/02/20DBS VickersA-Reit3.163.45Buy
06/04/20JefferiesA-Reit3.163.1Buy
06/09/20OCBCA-Reit3.263.52Buy
06/23/20DMG & PartnersA-Reit3.133Neutral
06/26/20Morgan StanleyA-Reit3.113.1Overweight

Stock calls for 29 June 2020

DateAnalystCompanyLastTargetCallValuation
06/29/20Kim EngComfortdelgro1.521.98BuyDCF
06/29/20Lim & TanComfortdelgro1.520Hold
06/29/20Lim & TanGenting0.760Hold
06/29/20UOB Kay HianYangzijiang0.9551.22Buy
06/29/20AmfrasersYanlord1.161.3OutperformSum of parts

Saturday, June 27, 2020

Baltic dry index - 1749

Today, Friday, June 26 2020, the Baltic Dry Index climbed by 11 points, reaching 1749 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 - 967


Related stock: Keppel Corp, Sembcorp Marine & Cosco.

US bank shares dropped after FED capped their dividend payouts and share buybacks.

https://www.channelnewsasia.com/news/business/us-bank-shares-drop-as-fed-sets-limits-following-stress-tests-12875084

The US bank shares fell just as expected after FED capped their dividend payouts and share buybacks.  We were not saying this outcome on hindsight because we wrote about it in April 2020.

Why did the US Fed stop the banks from doing such things?  It is to force the banks to conserve cash and avoid credit rating downgrades.

We had stated that such activities would cause the share prices to drop in our previous post below.

https://sg-stock.blogspot.com/2020/04/what-will-companies-do-with-credit.html


Japan should stop its lies about Diaoyu Island.

https://sg.news.yahoo.com/japan-china-jostle-over-disputed-111501995.html

A fact is a fact.  Telling a lie thousands of times won't make it real.

We had stated numerous times that Diaoyu Island belonged to China inherently.

http://sg-stock.blogspot.com/2017/08/hahaha-japanese-historian-proved-that.html

http://sg-stock.blogspot.com/2017/04/japan-should-stop-its-illegal.html

http://sg-stock.blogspot.com/2017/03/oxfords-archives-reveal-diaoyu-islands.html

Paracel islands also belonged to China.

http://sg-stock.blogspot.com/2018/11/a-1947-map-showed-that-south-china-sea.html

Friday, June 26, 2020

Yongnam - Stock calls

DateAnalystCompanyLastTargetCallValuation
04/05/19CIMBYongnam0.1860.33AddPB0.7x FY19
05/17/19CIMBYongnam0.1690.33AddPB0.7x FY19
08/15/19CIMBYongnam0.1710.28Add

Yoma - Stock calls

DateAnalystCompanyLastTargetCallValuation
04/11/19DMG & PartnersYoma0.320.57BuySum of parts (20% discount)
06/03/19DBS VickersYoma0.330.4BuyRNAV (60% discount)
11/15/19DBS VickersYoma0.3750.5BuyRNAV (45% discount)
12/26/19DMG & PartnersYoma0.3350.57Buy
02/17/20DBS VickersYoma0.3250.5Buy
05/15/20DBS VickersYoma0.1970.5Buy
06/22/20PhillipYoma0.2450.46BuySum of parts (20% discount)
06/25/20DBS VickersYoma0.30.5BuyPER12x FY20

Yanlord - Stock calls

DateAnalystCompanyLastTargetCallValuation
04/12/19OCBCYanlord1.471.75BuyPER5x FY19
05/16/19OCBCYanlord1.441.68BuyPER5x FY19/20
05/17/19DBS VickersYanlord1.441.47HoldPER6x FY19/20
07/15/19OCBCYanlord1.321.68Buy
08/14/19OCBCYanlord1.131.68BuyPER5x FY19/20
03/02/20DBS VickersYanlord1.161.1HoldPER4.5x FY20

Stock calls for 26 June 2020

DateAnalystCompanyLastTargetCallValuation
06/26/20Morgan StanleyA-Reit3.113.1Overweight
06/26/20UOB Kay HianAvi-Tech0.390.57Buy
06/26/20DMG & PartnersBumitama0.440.48NeutralPER12x FY21
06/26/20Morgan StanleyCity Developments8.3210.5Overweight
06/26/20DMG & PartnersFirst Resources1.331.35NeutralPER14x FY21
06/26/20DMG & PartnersGolden Agri0.150.13SellSum of parts
06/26/20DBS VickersKeppel Pacific0.680.85Buy
06/26/20DMG & PartnersKimly0.2250.26BuyDCF
06/26/20Morgan StanleyNetlink0.9751Overweight
06/26/20Morgan StanleyUOB20.2722.9Overweight

Thursday, June 25, 2020

Yangzijiang - Stock calls

DateAnalystCompanyLastTargetCallValuation
05/02/19CIMBYangzijiang1.571.61HoldSum of parts
05/02/19OCBCYangzijiang1.571.45HoldSum of parts
05/02/19DBS VickersYangzijiang1.571.82BuySum of parts
06/11/19OCBCYangzijiang1.41.45Hold
07/18/19DBS VickersYangzijiang1.51.82Buy
08/07/19DBS VickersYangzijiang1.371.82BuySum of parts
08/13/19CIMBYangzijiang1.041.61HoldSum of parts
09/10/19UOB Kay HianYangzijiang0.981.46BuyPB0.84x
10/09/19UOB Kay HianYangzijiang0.951.46Buy
11/12/19UOB Kay HianYangzijiang0.981.46BuyPB0.9x
11/18/19DBS VickersYangzijiang11.68BuySum of parts
11/25/19CIMBYangzijiang1.021.45Add
12/11/19UOB Kay HianYangzijiang1.091.46BuyPB0.84x
12/23/19DBS VickersYangzijiang1.071.68Buy
12/27/19CIMBYangzijiang1.131.45Add
12/27/19OCBCYangzijiang1.131.39BuySum of parts
01/14/20DBS VickersYangzijiang1.161.68Buy
01/20/20UOB Kay HianYangzijiang1.161.46Buy
02/01/20DBS VickersYangzijiang0.971.68Buy
03/02/20OCBCYangzijiang0.9451.2BuySum of parts
03/02/20UOB Kay HianYangzijiang0.9451.4Buy
03/02/20DBS VickersYangzijiang0.9451.5BuySum of parts, PB0.9x
03/17/20UOB Kay HianYangzijiang0.81.25BuyPB0.72x
04/08/20DBS VickersYangzijiang0.9151.5BuySum of parts
04/14/20UOB Kay HianYangzijiang0.941.25BuyPB0.72x
04/30/20CIMBYangzijiang0.9751.37AddSum of parts
05/04/20UOB Kay HianYangzijiang0.9851.22BuyPB0.78x
05/04/20DBS VickersYangzijiang0.9851.4BuySum of parts
06/15/20DBS VickersYangzijiang0.981.4BuySum of parts

Wing Tai - Stock calls

DateAnalystCompanyLastTargetCallValuation
04/17/19OCBCWing Tai2.062.41Buy
05/14/19OCBCWing Tai2.012.41Buy
06/27/19OCBCWing Tai2.052.41Buy
07/15/19OCBCWing Tai2.072.41Buy
10/15/19OCBCWing Tai2.072.27Buy
02/13/20UOB Kay HianWing Tai1.972.54Buy

Wilmar - Stock calls

DateAnalystCompanyLastTargetCallValuation
04/08/19UOB Kay HianWilmar3.483.9Buy
04/09/19OCBCWilmar3.493.44HoldPB0.9x
04/09/19CIMBWilmar3.493.96Add
04/09/19Credit SussieWilmar3.494.2Outperform
05/02/19UOB Kay HianWilmar3.643.9Buy
05/13/19DMG & PartnersWilmar3.513.8BuySum of parts
05/13/19DBS VickersWilmar3.513.86BuyDCF, PER15.6x FY19
05/16/19DMG & PartnersWilmar3.53.94BuySum of parts
05/16/19OCBCWilmar3.53.66HoldPB0.95x
05/16/19CIMBWilmar3.53.96AddSum of parts
06/06/19DMG & PartnersWilmar3.33.94Buy
06/13/19UOB Kay HianWilmar3.413.9BuyPER12.8x FY20
06/13/19Credit SussieWilmar3.414.3Outperform
07/03/19Kim EngWilmar3.734.21BuyDCF & PER17.5x FY20
07/09/19UOB Kay HianWilmar3.793.9Buy
07/09/19UBSWilmar3.794.5Buy
07/15/19DMG & PartnersWilmar3.764.5BuySum of parts
07/15/19Credit SussieWilmar3.764.4Outperform
07/16/19CIMBWilmar3.835.54AddNormal target price is $3.96
07/16/19DBS VickersWilmar3.834.3BuySum of parts, PER16.2x FY20
07/17/19OCBCWilmar3.834.26BuySum of parts
07/26/19UOB Kay HianWilmar4.064.5BuySum of parts
07/26/19JP MorganWilmar4.064.8Overweight
08/14/19DMG & PartnersWilmar4.054.5BuySum of parts
08/14/19UOB Kay HianWilmar4.054.5Buy
08/15/19UOB Kay HianWilmar3.864.4Buy
08/16/19OCBCWilmar3.784.26Buy
08/16/19DBS VickersWilmar3.784.25BuySum of parts, PER16.3x FY20
08/22/19CIMBWilmar3.814.58Add
08/22/19Kim EngWilmar3.813.89Hold
09/04/19Kim EngWilmar3.83.89HoldDCF
09/11/19DMG & PartnersWilmar3.84.5BuySum of parts
09/13/19DBS VickersWilmar3.864.25BuySum of parts, PER16.3x FY20
09/24/19UOB Kay HianWilmar3.724.4Buy
09/30/19DMG & PartnersWilmar3.724.75BuySum of parts
10/09/19Kim EngWilmar3.633.89HoldDCF
10/09/19UOB Kay HianWilmar3.634.4Buy
11/12/19UOB Kay HianWilmar3.834.4Buy
11/13/19DMG & PartnersWilmar3.854.75BuySum of parts
11/14/19DBS VickersWilmar3.964.35BuySum of parts, PER16.3x FY20
11/25/19CIMBWilmar4.14.58Add
12/10/19UOB Kay HianWilmar4.14.75BuySum of parts
12/10/19DBS VickersWilmar4.14.6BuySum of parts, PER17.6x FY20
12/10/19JP MorganWilmar4.15Overweight
12/19/19DMG & PartnersWilmar4.084.75Buy
01/08/20DMG & PartnersWilmar4.294.75BuySum of parts
01/08/20Credit SussieWilmar4.294.8Outperform
01/30/20UOB Kay HianWilmar3.994.75Buy
02/14/20DMG & PartnersWilmar4.14.43BuySum of parts
02/21/20CIMBWilmar4.044.58AddSum of parts
02/21/20DMG & PartnersWilmar4.044.77BuySum of parts
02/21/20UOB Kay HianWilmar4.044.75Buy
02/24/20UOB Kay HianWilmar4.114.6Buy
02/24/20DBS VickersWilmar4.114.6BuySum of parts, PER17.1x FY20
02/25/20OCBCWilmar4.054.64Buy
02/25/20Kim EngWilmar4.054.37Hold
02/28/20Morgan StanleyWilmar4.155Overweight
02/28/20Credit SussieWilmar4.154.8Outperform
02/28/20JP MorganWilmar4.155Overweight
03/24/20DMG & PartnersWilmar2.94.3BuySum of parts
03/27/20DBS VickersWilmar3.184BuySum of parts, PER16.3x FY20
03/30/20UOB Kay HianWilmar3.224Buy
04/07/20DMG & PartnersWilmar3.44.3Buy
04/13/20DBS VickersWilmar3.434Buy
04/30/20UOB Kay HianWilmar3.464Buy
05/12/20UOB Kay HianWilmar3.544BuySum of parts
05/12/20CIMBWilmar3.544.58AddSum of parts
05/13/20DMG & PartnersWilmar3.824.83BuySum of parts
05/13/20DBS VickersWilmar3.824BuySum of parts, PER16.7x FY20
05/13/20Kim EngWilmar3.824.12Buy
06/11/20UOB Kay HianWilmar4.044.8Buy
06/24/20DMG & PartnersWilmar4.184.87BuySum of parts

Stock calls for 25 June 2020

DateAnalystCompanyLastTargetCallValuation
06/25/20CIMBHRnetGroup0.50.58Hold
06/25/20DBS VickersSingtel2.533.09Buy
06/25/20CIMBSPH1.331.57Hold
06/25/20DBS VickersYoma0.30.5BuyPER12x FY20