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Friday, September 11, 2020

Suntec Reit - Stock calls

DateAnalystCompanyLastTargetCallValuation
07/02/19CIMBSuntec Reit1.952.15AddDDM
07/02/19DBS VickersSuntec Reit1.952.2BuyDCF
07/04/19DMG & PartnersSuntec Reit1.971.9Neutral
07/10/19UOB Kay HianSuntec Reit1.952HoldDDM, Buy @ $1.82
07/29/19DMG & PartnersSuntec Reit1.922.08BuyDDM
07/29/19OCBCSuntec Reit1.922.07Hold
07/30/19UOB Kay HianSuntec Reit1.932.02HoldBuy @ $1.84
07/30/19DBS VickersSuntec Reit1.932.15BuyDCF
08/27/19UOB Kay HianSuntec Reit1.891.96HoldBuy @ $1.79
09/11/19DMG & PartnersSuntec Reit1.942.08Buy
10/02/19DMG & PartnersSuntec Reit1.912.08Buy
10/04/19DBS VickersSuntec Reit1.92.15Buy
10/24/19OCBCSuntec Reit1.852.05Hold
10/25/19UOB Kay HianSuntec Reit1.891.99HoldBuy @ $1.82
12/04/19DBS VickersSuntec Reit1.832.15Buy
12/10/19DMG & PartnersSuntec Reit1.842.08Buy
01/03/20DMG & PartnersSuntec Reit1.852.08BuyDDM
01/24/20DBS VickersSuntec Reit1.852.15BuyDCF
01/28/20OCBCSuntec Reit1.862.05Buy
02/25/20OCBCSuntec Reit1.82.05Buy
03/18/20DBS VickersSuntec Reit1.312.15Buy
03/30/20DMG & PartnersSuntec Reit1.332.08Buy
04/03/20DMG & PartnersSuntec Reit1.11.78BuyDDM
04/03/20OCBCSuntec Reit1.11.5Buy
04/03/20JefferiesSuntec Reit1.11.25Hold
04/23/20CIMBSuntec Reit1.291.75AddDDM
06/08/20DBS VickersSuntec Reit1.61.81BuyDCF
06/23/20DMG & PartnersSuntec Reit1.451.78Buy
07/01/20DMG & PartnersSuntec Reit1.411.78BuyDDM
07/27/20OCBCSuntec Reit1.391.57Buy
09/03/20JefferiesSuntec Reit1.421.7Buy

Sunpower - Stock calls

DateAnalystCompanyLastTargetCallValuation
08/16/19UOB Kay HianSunpower0.440.83Buy
12/06/19AmfrasersSunpower0.550.91outperformSum of parts
12/16/19DBS VickersSunpower0.590.81BuyDCF
03/02/20UOB Kay HianSunpower0.5250.88BuySum of parts
03/03/20DBS VickersSunpower0.530.84Buy
03/10/20AmfrasersSunpower0.470.91outperformSum of parts
04/20/20DBS VickersSunpower0.4250.49HoldDCF
05/18/20AmfrasersSunpower0.430.91BuySum of parts
05/18/20DBS VickersSunpower0.430.49HoldDCF
05/20/20UOB Kay HianSunpower0.4450.88Buy
08/14/20DBS VickersSunpower0.580.69BuyDCF
08/14/20UOB Kay HianSunpower0.580.92BuySum of parts
08/17/20AmfrasersSunpower0.5750.91outperformSum of parts

Stock calls for 11 September 2020

DateAnalystCompanyLastTargetCallValuation
09/11/20Kim EngAEM3.295.05Buy
09/11/20DBS VickersJumbo0.3250.21Fully Valued
09/11/20DBS VickersKoufu0.670.77Buy
09/11/20DBS VickersLendlease Reit0.660.85Buy
09/11/20DBS VickersOCBC8.589.3HoldGGM, PB0.8x FY21
09/11/20Lim & TanPanUnited0.290.31HoldPB1x FY20
09/11/20UOB Kay HianSATS2.913.1HoldBuy @ $2.75
09/11/20DBS VickersSPH Reit0.8850.8Hold
09/11/20UOB Kay HianST Engineering3.413.6HoldBuy @ $3.30
09/11/20DBS VickersStarhill0.4550.5Hold
09/11/20DBS VickersUOB19.3922.2BuyGGM, PB0.9x FY21

Thursday, September 10, 2020

The US inflation is coming! - Part 2

https://finance.yahoo.com/news/druckenmiller-says-inflation-could-reach-121455086.html

A chief strategist has supported my prediction that US inflation is coming!

http://sg-stock.blogspot.com/2020/09/the-us-inflation-is-coming.html

He is saying that US inflation may reach 10% in a few years.  A 10% inflation with low or no economic growth is called stagflation and this is something very difficult to resolve.

If you've been reading my blog, you would know that I've been warning about US inflation especially hyperinflation because of the US FED actions.

The devious US is trying to poison all Asians now! - Part 3

http://sg-stock.blogspot.com/2020/09/the-devious-us-is-trying-to-poison-all_8.html

I was using some old records and needed to provide another update.

Insofar, there are 27 countries that approved Ractopamine but there will be 28 countries if Taiwan is included.

Ractopamine is usually fed to the pigs just days before they're slaughtered because this chemical is just not fit for human consumption.  However, the pigs reacted adversely to this chemical with just days of consumption.

Sunningdale - Stock calls

 

DateAnalystCompanyLastTargetCallValuation
08/07/19UOB Kay HianSunningdale1.281.01Sell
11/08/19UOB Kay HianSunningdale1.271.13HoldPER12.3x FY20, Buy @ $1.05
12/13/19Lim & TanSunningdale1.280Buy
12/13/19CIMBSunningdale1.281.14Reduce
03/02/20UOB Kay HianSunningdale1.211.06HoldBuy @ $1
03/04/20CIMBSunningdale1.21.1Hold
03/20/20Lim & TanSunningdale0.820Buy
04/09/20CIMBSunningdale0.8751.09Add
05/08/20UOB Kay HianSunningdale0.981.02HoldPB0.54x FY20, Buy @ $0.90
05/08/20CIMBSunningdale0.980.917Hold
05/11/20Lim & TanSunningdale10Hold
08/11/20Lim & TanSunningdale1.180Buy
09/10/20Lim & TanSunningdale1.250Buy

Starhub - Stock calls

 

DateAnalystCompanyLastTargetCallValuation
07/17/19UOB Kay HianStarhub1.541.45SellDCF
08/07/19PhillipStarhub1.481.58AccumulateEV/Ebitda6x
08/07/19DMG & PartnersStarhub1.481.52NeutralDCF
08/07/19OCBCStarhub1.481.52Hold
08/07/19UOB Kay HianStarhub1.481.45Sell
08/07/19DBS VickersStarhub1.481.55HoldEV/Ebitda 6.6x FY19
08/13/19CIMBStarhub1.451.65HoldDCF
08/13/19CitibankStarhub1.451.22Sell
10/18/19DBS VickersStarhub1.281.55Hold
10/24/19DBS VickersStarhub1.321.3HoldEV/Ebitda6x FY20
10/24/19CIMBStarhub1.321.65Hold
10/24/19Kim EngStarhub1.322Buy
11/06/19CIMBStarhub1.321.65AddDCF
11/06/19Kim EngStarhub1.322BuyDCF
11/06/19DMG & PartnersStarhub1.321.44NeutralDCF
11/06/19UOB Kay HianStarhub1.321.45HoldEV/Ebitda5.4x, Buy @ $1.25
11/07/19PhillipStarhub1.431.58AccumulateEV/Ebitda6x
11/07/19OCBCStarhub1.431.32Hold
11/07/19DBS VickersStarhub1.431.43BuyEV/Ebitda6x
01/03/20DBS VickersStarhub1.421.43BuyEV/Ebitda6x
01/14/20DMG & PartnersStarhub1.461.44Neutral
01/21/20UOB Kay HianStarhub1.481.45HoldDCF, Buy @ $1.25
01/24/20DBS VickersStarhub1.491.72BuyDCF
01/24/20CitibankStarhub1.491.22Sell
02/21/20UOB Kay HianStarhub1.51.45HoldBuy @ $1.25
02/21/20DMG & PartnersStarhub1.51.63NeutralDCF
02/21/20DBS VickersStarhub1.51.72Buy
02/21/20CIMBStarhub1.51.8AddDCF
02/24/20PhillipStarhub1.521.7AccumulateEV/Ebitda6.5x FY20
02/24/20OCBCStarhub1.521.53Hold
03/13/20CIMBStarhub1.431.8AddDCF, EV/Ebitda7x FY20
03/13/20DBS VickersStarhub1.431.72BuyDCF
03/26/20DBS VickersStarhub1.271.4BuyDCF
04/30/20DBS VickersStarhub1.451.75BuyDCF
04/30/20DMG & PartnersStarhub1.451.63Neutral
05/08/20PhillipStarhub1.491.45NeutralEV/Ebitda 6x FY20
05/08/20DMG & PartnersStarhub1.491.51NeutralDCF
05/08/20UOB Kay HianStarhub1.491.4HoldBuy @ $1.20
05/08/20DBS VickersStarhub1.491.75BuyDCF
05/08/20Lim & TanStarhub1.490Take Profit
05/08/20OCBCStarhub1.491.39Hold
05/08/20CIMBStarhub1.491.7AddDCF
06/23/20DBS VickersStarhub1.311.37HoldDCF
06/23/20DMG & PartnersStarhub1.311.44NeutralDCF
08/11/20PhillipStarhub1.211.24NeutralEV/Ebitda 6x FY20
08/11/20DMG & PartnersStarhub1.211.3NeutralDCF
08/11/20DBS VickersStarhub1.211.16HoldDCF
08/11/20CIMBStarhub1.211.6Add

Starhill - Stock calls

DateAnalystCompanyLastTargetCallValuation
07/04/19DMG & PartnersStarhill0.780.78Buy
07/31/19CIMBStarhill0.80.79Hold
08/02/19DMG & PartnersStarhill0.780.78NeutralDDM
08/06/19OCBCStarhill0.7750.81Buy
10/07/19CIMBStarhill0.740.75HoldDDM
12/10/19DMG & PartnersStarhill0.7250.8Neutral
01/30/20DMG & PartnersStarhill0.710.76NeutralDDM
02/04/20DBS VickersStarhill0.7150.8BuyDCF
04/02/20DBS VickersStarhill0.410.45Hold
04/15/20CIMBStarhill0.4850.71Buy
04/15/20OCBCStarhill0.4850.52Buy
04/23/20DMG & PartnersStarhill0.490.76Buy
05/05/20Lim & TanStarhill0.480Hold
05/29/20DBS VickersStarhill0.460.5Hold
06/03/20DMG & PartnersStarhill0.5350.63BuyDDM
07/29/20CIMBStarhill0.4750.706AddDDM
07/30/20OCBCStarhill0.470.53Buy
08/03/20DMG & PartnersStarhill0.4650.6BuyDDM

Stock calls for 10 September 2020

DateAnalystCompanyLastTargetCallValuation
09/10/20CIMBDairy Farm3.854.5AddPER20x FY21
09/10/20Lim & TanKSH0.3250Hold
09/10/20CIMBLendlease Reit0.6550.854Add
09/10/20Lim & TanSunningdale1.250Buy

Wednesday, September 9, 2020

ST Engineering - Stock calls

DateAnalystCompanyLastTargetCallValuation
07/05/19DMG & PartnersST Engineering4.244.45BuyPER20.5x FY20 & PB5.5x FY20 & EV/Ebitda11x FY20 & DCF
07/15/19UOB Kay HianST Engineering4.294.7Buy
08/15/19UOB Kay HianST Engineering4.224.36Hold
08/15/19DMG & PartnersST Engineering4.224.7BuySum of parts
08/15/19OCBCST Engineering4.224.64BuyDCF
08/16/19CIMBST Engineering4.074.36AddSum of parts
08/16/19DBS VickersST Engineering4.074.64BuySum of parts
08/16/19Lim & TanST Engineering4.070Hold
09/11/19DMG & PartnersST Engineering3.94.7Buy
09/18/19UOB Kay HianST Engineering3.94.34Buy
09/20/19Kim EngST Engineering3.924.3Hold
10/01/19DBS VickersST Engineering3.844.64Buy
10/02/19DMG & PartnersST Engineering3.854.7BuySum of parts
10/08/19Kim EngST Engineering3.914.5BuyDCF
10/09/19UOB Kay HianST Engineering3.924.34Buy
10/14/19CIMBST Engineering4.024.36Add
11/11/19DMG & PartnersST Engineering4.124.7BuySum of parts
11/12/19DBS VickersST Engineering44.64Buy
11/12/19CIMBST Engineering44.47Add
11/12/19Kim EngST Engineering44.5Buy
11/12/19OCBCST Engineering44.64Buy
11/12/19DMG & PartnersST Engineering44.55BuySum of parts
11/12/19UOB Kay HianST Engineering44.32Buy
12/19/19DMG & PartnersST Engineering3.94.55Buy
01/08/20DMG & PartnersST Engineering4.024.55BuyPER22x FY20 & PB5.8x & EV/Ebitda11x
02/19/20MacquarieST Engineering4.35outperform
02/24/20Lim & TanST Engineering4.240Hold
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
03/05/20MacquarieST Engineering4.365outperform
03/17/20DMG & PartnersST Engineering3.364.9BuySum of parts
04/07/20DMG & PartnersST Engineering3.034.9Buy
04/17/20DMG & PartnersST Engineering3.444.65BuySum of parts
04/22/20UOB Kay HianST Engineering3.333.6HoldEV/Invested capital basis, Buy @ $3.10
04/22/20CIMBST Engineering3.333.86AddSum of parts
04/28/20DMG & PartnersST Engineering3.244.15BuySum of parts
05/18/20DMG & PartnersST Engineering3.273.9BuySum of parts
05/18/20UOB Kay HianST Engineering3.273.5HoldBuy @ $3-3.10
05/18/20DBS VickersST Engineering3.273.4HoldSum of parts
06/19/20DMG & PartnersST Engineering3.413.9Buy
07/13/20OCBCST Engineering3.353.9Buy
07/29/20DMG & PartnersST Engineering3.313.9BuySum of parts
08/07/20CIMBST Engineering3.233.46AddDCF
08/17/20DBS VickersST Engineering3.393.4HoldSum of parts, Buy @ below $3.10
08/17/20UOB Kay HianST Engineering3.393.4HoldBuy @ $3.15
08/17/20CIMBST Engineering3.393.76Add
08/17/20OCBCST Engineering3.393.9Buy
08/18/20DBS VickersST Engineering3.393.8BuySum of parts
08/18/20DMG & PartnersST Engineering3.393.9BuySum of parts
08/19/20MacquarieST Engineering3.483.45outperformSum of parts
09/07/20DBS VickersST Engineering3.423.8Buy

SPH Reit - Stock calls

DateAnalystCompanyLastTargetCallValuation
07/12/19CIMBSPH Reit1.121.11HoldDDM
07/12/19Lim & TanSPH Reit1.120Hold
07/15/19OCBCSPH Reit1.11.05Hold
07/16/19Kim EngSPH Reit1.11.05HoldDDM
07/17/19DBS VickersSPH Reit1.111.2BuyDCF
10/11/19CIMBSPH Reit1.111.09HoldDDM
10/11/19DBS VickersSPH Reit1.111.25BuyDCF
10/11/19Kim EngSPH Reit1.111.1HoldDDM
10/14/19OCBCSPH Reit1.131.05Hold
10/15/19OCBCSPH Reit1.151.1Hold
11/08/19DBS VickersSPH Reit1.141.25Buy
11/08/19CIMBSPH Reit1.141.16HoldDDM
01/13/20Kim EngSPH Reit1.081.15BuyDDM
01/13/20OCBCSPH Reit1.081.13Hold
01/13/20Lim & TanSPH Reit1.080Buy on weakness
01/13/20CIMBSPH Reit1.081.16Add
01/13/20DBS VickersSPH Reit1.081.2Buy
03/17/20Kim EngSPH Reit0.871.15Buy
03/17/20OCBCSPH Reit0.870.77Hold
04/02/20DBS VickersSPH Reit0.750.7Fully Valued
04/02/20Kim EngSPH Reit0.750.8HoldDDM
04/02/20CIMBSPH Reit0.751.12Add
05/29/20DBS VickersSPH Reit0.8250.8Hold
05/29/20CIMBSPH Reit0.8251.13Add
06/03/20DBS VickersSPH Reit0.880.8Hold
07/03/20Kim EngSPH Reit0.8850.8HoldDDM
07/03/20Lim & TanSPH Reit0.8850Hold
07/06/20CIMBSPH Reit0.8751.1Add
07/06/20OCBCSPH Reit0.8750.81Hold