New Launch - One Sophia For Sale!

New Launch - One Sophia For Sale!
Please click the advertisement for more information.

Search This Blog

Tuesday, August 11, 2020

Japan Foods - Stock calls

DateAnalystCompanyLastTargetCallValuation
08/22/19DMG & PartnersJapan Foods0.4350.4NeutralSum of parts
11/08/19DMG & PartnersJapan Foods0.4350.4NeutralSum of parts
11/11/19AmfrasersJapan Foods0.4250.46Neutral
12/02/19AmfrasersJapan Foods0.430.46Neutral
12/11/19DMG & PartnersJapan Foods0.4250.4Neutral
05/06/20DMG & PartnersJapan Foods0.350.35NeutralSum of parts
06/16/20DMG & PartnersJapan Foods0.330.35Neutral
07/22/20DMG & PartnersJapan Foods0.3250.33NeutralSum of parts

ISOTeam - Stock calls

DateAnalystCompanyLastTargetCallValuation
07/11/19UOB Kay HianISOTeam0.2450.3BuyPER12.4x FY20
07/25/19DMG & PartnersISOTeam0.2450.31BuyDCF
07/25/19UOB Kay HianISOTeam0.2450.34BuyPER12.4x FY20
08/29/19UOB Kay HianISOTeam0.230.34Buy
08/29/19DMG & PartnersISOTeam0.230.31BuyDCF
09/23/19UOB Kay HianISOTeam0.2250.34Buy
09/25/19DMG & PartnersISOTeam0.2350.31BuyDCF
10/15/19DMG & PartnersISOTeam0.2250.31Buy
11/18/19DMG & PartnersISOTeam0.240.31BuyDCF
11/18/19UOB Kay HianISOTeam0.240.34Buy
01/28/20DMG & PartnersISOTeam0.230.31BuyDCF
02/18/20DMG & PartnersISOTeam0.220.31BuyDCF
03/23/20DMG & PartnersISOTeam0.1220.24BuyDCF, PER8.7x FY20

Stock calls for 11 August 2020

DateAnalystCompanyLastTargetCallValuation
08/11/20PhillipAPTV0.1290.15Buy
08/11/20DMG & PartnersCapitaland2.743.75BuyRNAV (30% discount)
08/11/20CIMBCapitaland2.743.42Add
08/11/20CIMBCSE Global0.5250.6Add
08/11/20AmfrasersCSE Global0.5250.52NeutralCut from $0.61
08/11/20DBS VickersDasin Retail0.7850.86BuyDCF
08/11/20phillipDBS20.621AccumlateGGM, PB1.18x
08/11/20CIMBDBS20.620.46Hold
08/11/20Kim EngFrasers Hospitality Trust0.430.45Hold
08/11/20Kim EngFrencken1.151.2Buy
08/11/20CIMBISDN0.3950.501Add
08/11/20AmfrasersKeppel Corp5.46.34OutperformSum of parts
08/11/20DBS VickersKeppel Corp5.45.5Hold
08/11/20Lim & TanKeppel Corp5.40Hold
08/11/20UOB Kay HianKeppel Corp5.46.7Buy
08/11/20phillipNetlink0.9651.03AccumlateDCF
08/11/20UOB Kay HianNetlink0.9651.08BuyDCF
08/11/20DMG & PartnersOCBC8.728.7NeutralGGM, PB0.81x FY20
08/11/20Kim EngOCBC8.729.06Hold
08/11/20CIMBOCBC8.729.19Hold
08/11/20UOB Kay HianOCBC8.7210.82Buy
08/11/20phillipPrime US Reit0.8150.94BuyDDM
08/11/20AmfrasersSingapore Medical0.260.25NeutralPER16x
08/11/20PhillipStarhub1.211.24NeutralEV/Ebitda 6x
08/11/20DMG & PartnersStarhub1.211.3NeutralDCF
08/11/20DBS VickersStarhub1.211.16HoldDCF
08/11/20CIMBStarhub1.211.6Add
08/11/20Lim & TanSunningdale1.180Buy
08/11/20DBS VickersTuan Sing0.2750.44BuySum of parts
08/11/20CIMBUOB19.5820.58Hold
08/11/20PhillipVenture18.8418.4NeutralPER16x
08/11/20Kim EngVenture18.8418.46HoldPB2x FY21
08/11/20DMG & PartnersVenture18.8419NeutralPER16x FY21
08/11/20Lim & TanVenture18.840Hold

Monday, August 10, 2020

Saturday, August 8, 2020

Which country has an open market? A democratic or communist country?

The real answer will surprise many people.

https://www.channelnewsasia.com/news/business/trump-us-ban-tiktok-bytedance-wechat-executive-order-12998592

Trump has decided to ban Tiktok and Wechat for national security reason but he cannot provide a single shred of evidence to support his accusation.  Everything is just in his mind!  This is the doing of a democratic country.

On the other hand, Microsoft and Apple have proven backdoors that can compromise the national security of a country.

https://www.forbes.com/sites/gordonkelly/2014/07/22/every-iphone-has-a-security-backdoor/#6122dd504335

http://sg-stock.blogspot.com/2019/05/the-us-is-going-to-impose-blanket-ban.html

China knew that Microsoft and Apple had backdoors that could pose dangers to its national security but it didn't ban these 2 companies in China.  This is the doing of a communist country.

Which country has an open market?  I believe the answer is crystal clear.

Baltic dry index - 1501

 Today, Friday, August 07 2020, the Baltic Dry Index climbed by 1 point, reaching 1501 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.

===========================

Related stock: Sembcorp Marine, Cosco & Pan ocean.

US rig count - 934

 Related stock: Keppel Corp, Sembcorp Marine & Cosco.

Friday, August 7, 2020

Many analysts still don't understand China's economic structure.

 https://sg.finance.yahoo.com/news/china-july-exports-rise-fastest-043154974.html

If one has checked the latest economic statistics, one will realize that the local consumption constitutes 68% of China's GDP.  Therefore, imports matter more than exports and analysts are foolish to be jolly about the rising exports.  Why? (Please read my previous post below.)

http://sg-stock.blogspot.com/2019/12/how-is-chinas-economy-doing.html

It worries me when China's imports are slowing even though its exports are rising because the rising exports are unsustainable when there are re-surging outbreaks going on.

ISDN - Stock calls

DateAnalystCompanyLastTargetCallValuation
07/01/19CIMBISDN0.2350.32Add
08/19/19CIMBISDN0.1920.27Add
06/01/20CIMBISDN0.2350.279AddUp from $0.22
08/07/20AmfrasersISDN0.3650.42Outperform

Ireit - Stock calls

 

DateAnalystCompanyLastTargetCallValuation
01/22/20PhillipIreit0.8150.885AccumulateDDM
02/14/20PhillipIreit0.8650.885AccumulateDDM
03/03/20DMG & PartnersIreit0.7850.92BuyDDM
03/13/20PhillipIreit0.7150.89Accumulate
04/13/20DMG & PartnersIreit0.640.83BuyDDM
05/15/20PhillipIreit0.660.77BuyDDM
05/21/20DMG & PartnersIreit0.680.83BuyDDM
06/23/20DMG & PartnersIreit0.7350.83Buy

Interra Resources - Stock calls

DateAnalystCompanyLastTargetCallValuation
10/10/19SAC AdvisorsInterra Resources0.0260.089BuyEV/IP reserves 6.4x
12/17/19SAC AdvisorsInterra Resources0.0650.089Buy

Stock calls for 7 August 2020

DateAnalystCompanyLastTargetCallValuation
08/07/20DBS VickersA-Reit3.484Buy
08/07/20AmfrasersARA Hospitality0.350.4Neutral
08/07/20CIMBBRC Asia1.131.35Add
08/07/20Lim & TanCapitaland2.750Buy
08/07/20DBS VickersCapitamall Trust1.92.4Buy
08/07/20DBS VickersComfortdelgro1.391.68Buy
08/07/20DMG & PartnersCSE Global0.5350.6BuyPER10.8x FY21
08/07/20UOB Kay HianCSE Global0.5350.59BuyPER12x FY21
08/07/20Kim EngDBS20.422.9BuyDDM
08/07/20DMG & PartnersDBS20.418.5NeutralGGM, PB0.94x FY20
08/07/20UOB Kay HianDBS20.422.9BuyGGM, PB01.07x FY21
08/07/20CIMBDBS20.418.8Hold
08/07/20DBS VickersFrasers Centrepoint Trust2.392.95Buy
08/07/20CIMBGenting0.710.73AddEv/Ebitda8.5x CY21
08/07/20HL InvestmentGenting0.710.75HoldEV/Ebitda7x FY21, Cut from $0.79
08/07/20DMG & PartnersGenting0.710.62SellPB1x FY21
08/07/20DBS VickersGenting0.710.7HoldEv/Ebitda7x FY21 & DCF
08/07/20Kim EngGenting0.710.76HoldDCF
08/07/20AmfrasersISDN0.3650.42Outperform
08/07/20DBS VickersNetlink0.971.02HoldDCF
08/07/20Kim EngNetlink0.971.07Buy
08/07/20OCBCNetlink0.971.1Buy
08/07/20DBS VickersOCBC8.89.3Hold
08/07/20Lim & TanOCBC8.80Buy on weakness
08/07/20CIMBOCBC8.88.37Hold
08/07/20UOB Kay HianRiverstone4.536BuyPER23.2x FY21
08/07/20CIMBRiverstone4.535.55Add
08/07/20CIMBST Engineering3.233.46AddDCF
08/07/20DBS VickersThai Beverage0.630.9Buy
08/07/20Kim EngUOB19.7620.79HoldDDM
08/07/20DMG & PartnersUOB19.7618.8NeutralGGM, PB0.8x FY20
08/07/20DBS VickersUOB19.7622.2BuyGGM, PB0.9x FY21
08/07/20CIMBUOB19.7619.04Hold
08/07/20DMG & PartnersWilmar4.795.45BuySum of parts
08/07/20CIMBWilmar4.795.53AddSum of parts
08/07/20UOB Kay HianYangzijiang0.971.17BuyPB0.68x
08/07/20DBS VickersYangzijiang0.971.4BuySum of parts

Thursday, August 6, 2020

Innotek - Stock calls

DateAnalystCompanyLastTargetCallValuation
08/14/19Lim & TanInnotek0.50Buy on weakness
06/11/20CIMBInnotek0.390.579Add

Indofood Agri - Stock calls


DateAnalystCompanyLastTargetCallValuation
07/16/19DBS VickersIndofood Agri0.3250.33Hold
08/05/19DBS VickersIndofood Agri0.320.29HoldDCF
12/10/19DBS VickersIndofood Agri0.330.29Hold

IHH Healthcare - Stock calls

DateAnalystCompanyLastTargetCallValuation
07/31/19Kim EngIHH Healthcare1.882.16BuySum of parts, Ringgit $6.50 target price
09/09/19Kim EngIHH Healthcare1.852.1HoldSum of parts, Ringgit $6.30 target price
12/04/19UOB Kay HianIHH Healthcare1.741.94BuySum of parts, Ringgit $5.93 target price
03/02/20Kim EngIHH Healthcare1.872.09BuySum of parts, Ringgit $6.30 target price
03/02/20UOB Kay HianIHH Healthcare1.871.94BuyRinggit $5.86 target price
03/02/20CIMBIHH Healthcare1.872.07AddRinggit $6.26 target price
06/30/20DBS VickersIHH Healthcare1.782.05BuySum of parts
06/30/20CIMBIHH Healthcare1.782.03AddSum of parts, Ringgit $6.25 target price
06/30/20AminvestmentIHH Healthcare1.782.14BuyDCF, Ringgit $6.58 target price
06/30/20Kim EngIHH Healthcare1.781.97BuyRinggit $6.05 target price

Stock calls for 6 August 2020

DateAnalystCompanyLastTargetCallValuation
08/06/20UOB Kay HianARA Hospitality0.360.34HoldDDM, Buy @ $0.31
08/06/20DBS VickersCapitaland2.763.7BuyRNAV (35% discount)
08/06/20DBS VickersCity Developments8.310.5BuyRNAV (25% discount), PB0.9x
08/06/20DMG & PartnersComfortdelgro1.391.65BuyDCF
08/06/20DBS VickersCSE Global0.530.61Buy
08/06/20Lim & TanDBS19.830Accumlate
08/06/20DBS VickersFrasers Property1.171.7BuyRNAV (50% discount)
08/06/20DBS VickersHutchison Port0.1020.14BuyDCF
08/06/20PhillipManulife US Reit0.7950.9BuyDDM
08/06/20DBS VickersRiverstone4.215.51BuyPER28.4x FY21
08/06/20AmfrasersSheng Siong1.841.58Neutral
08/06/20Lim & TanUOB19.420Accumlate
08/06/20DBS VickersUOL6.598.4BuyRNAV (30% discount), PB0.7x
08/06/20Citi ResearchYangzijiang0.9351.35Buy
08/06/20CIMBYangzijiang0.9351.37Add

Wednesday, August 5, 2020

IFS Capital - Stock calls

DateAnalystCompanyLastTargetCallValuation
08/26/19AmfrasersIFS Capital0.220.3OutperformPB0.6x FY20
11/14/19AmfrasersIFS Capital0.2250.3OutperformPB0.6x FY20
12/02/19AmfrasersIFS Capital0.230.3OutperformPB0.6x FY20
03/11/20AmfrasersIFS Capital0.20.3Outperform

Ifast Corp - Stock calls

DateAnalystCompanyLastTargetCallValuation
07/30/19DBS VickersIfast Corp1.11.05HoldDDM
11/01/19DBS VickersIfast Corp1.011.05HoldDDM
02/21/20DBS VickersIfast Corp1.021.1HoldDDM
04/24/20DBS VickersIfast Corp0.9751.27BuyDDM
06/22/20CIMBIfast Corp1.311.65AddSum of parts
07/03/20CIMBIfast Corp1.451.65AddSum of parts
07/24/20DBS VickersIfast Corp1.742.35BuyDDM

Hyphens Pharma - Stock calls

DateAnalystCompanyLastTargetCallValuation
07/03/19DMG & PartnersHyphens Pharma0.1960.25BuyDCF, PER12.2x FY19
08/20/19DMG & PartnersHyphens Pharma0.20.25BuyDCF
10/15/19DMG & PartnersHyphens Pharma0.1990.25Buy
11/08/19SAC AdvisorsHyphens Pharma0.1950.285Buy
11/20/19DMG & PartnersHyphens Pharma0.210.25BuyDCF
03/04/20DMG & PartnersHyphens Pharma0.230.27BuyDCF
05/15/20DMG & PartnersHyphens Pharma0.240.27BuyDCF
07/20/20PhillipHyphens Pharma0.420.435AccumlateDCF

Stock calls for 5 August 2020

DateAnalystCompanyLastTargetCallValuation
08/05/20DBS VickersAEM4.174.96BuyPER13.7x FY21
08/05/20Kim EngAEM4.174.26Buy
08/05/20AmfrasersAEM4.174.6Outperform
08/05/20DBS VickersFrasers Logistics1.371.6BuyDCF
08/05/20CIMBFrasers Logistics1.371.43Add
08/05/20Lim & TanFrasers Logistics1.370Hold
08/05/20DBS VickersVenture18.1420.7BuyPER16.3x FY21