Date | Analyst | Company | Last | Target | Call | Valuation |
08/15/19 | DBS Vickers | Thai Beverage | 0.83 | 0.91 | Buy | |
08/15/19 | JP Morgan | Thai Beverage | 0.83 | 0.96 | Overweight | |
08/16/19 | CIMB | Thai Beverage | 0.905 | 1 | Add | Sum of parts |
08/16/19 | DMG & Partners | Thai Beverage | 0.905 | 0.92 | Take Profit | Sum of parts, PER19x FY20 |
08/22/19 | Phillip | Thai Beverage | 0.925 | 0.83 | Neutral | Sum of parts |
09/02/19 | UOB Kay Hian | Thai Beverage | 0.9 | 0.87 | Hold | Sum of parts, Buy @ $0.76 |
10/01/19 | DBS Vickers | Thai Beverage | 0.885 | 0.91 | Buy | |
10/03/19 | CIMB | Thai Beverage | 0.88 | 1 | Add | Sum of parts |
10/03/19 | UOB Kay Hian | Thai Beverage | 0.88 | 0.87 | Hold | Sum of parts, Buy @ $0.76 |
11/25/19 | UOB Kay Hian | Thai Beverage | 0.89 | 0.9 | Hold | Buy @ $0.78 |
11/25/19 | DMG & Partners | Thai Beverage | 0.89 | 0.95 | Neutral | Sum of parts |
11/25/19 | CIMB | Thai Beverage | 0.89 | 1.02 | Add | Sum of parts |
11/25/19 | DBS Vickers | Thai Beverage | 0.89 | 1.04 | Buy | Sum of parts |
11/26/19 | Phillip | Thai Beverage | 0.89 | 0.8 | Reduce | Sum of parts |
11/26/19 | OCBC | Thai Beverage | 0.89 | 0.91 | Hold | |
11/29/19 | Morgan Stanley | Thai Beverage | 0.865 | 1.08 | Overweight | |
11/29/19 | Nomura | Thai Beverage | 0.865 | 1.04 | Buy | |
11/29/19 | JP Morgan | Thai Beverage | 0.865 | 1 | Overweight | |
11/29/19 | Credit Suisse | Thai Beverage | 0.865 | 0.9 | Neutral | |
12/03/19 | UOB Kay Hian | Thai Beverage | 0.89 | 0.9 | Hold | Sum of parts, Buy @ $0.78 |
12/11/19 | DMG & Partners | Thai Beverage | 0.89 | 0.95 | Neutral | |
01/06/20 | DBS Vickers | Thai Beverage | 0.895 | 1.04 | Buy | |
01/28/20 | UOB Kay Hian | Thai Beverage | 0.795 | 0.9 | Hold | Sum of parts, Buy @ $0.75 |
02/17/20 | Phillip | Thai Beverage | 0.785 | 0.95 | Buy | Sum of parts |
02/17/20 | DMG & Partners | Thai Beverage | 0.785 | 0.92 | Buy | Sum of parts |
02/17/20 | UOB Kay Hian | Thai Beverage | 0.785 | 0.9 | Hold | Buy @ $0.75 |
02/17/20 | CIMB | Thai Beverage | 0.785 | 0.9 | Add | Sum of parts |
02/20/20 | Amfrasers | Thai Beverage | 0.845 | 0.96 | Outperform | Sum of parts |
03/10/20 | Amfrasers | Thai Beverage | 0.755 | 0.96 | Outperform | |
04/16/20 | DMG & Partners | Thai Beverage | 0.675 | 0.79 | Buy | Sum of parts |
04/16/20 | OCBC | Thai Beverage | 0.675 | 0.9 | Buy | |
04/20/20 | CIMB | Thai Beverage | 0.695 | 0.7 | Hold | |
05/15/20 | DBS Vickers | Thai Beverage | 0.665 | 0.9 | Buy | Sum of parts |
05/18/20 | Phillip | Thai Beverage | 0.67 | 0.8 | Buy | PER18x FY20 |
05/18/20 | DMG & Partners | Thai Beverage | 0.67 | 0.72 | Neutral | Sum of parts |
05/18/20 | UOB Kay Hian | Thai Beverage | 0.67 | 0.78 | Buy | |
05/18/20 | CIMB | Thai Beverage | 0.67 | 0.7 | Hold | Sum of parts |
05/20/20 | OCBC | Thai Beverage | 0.66 | 0.71 | Hold | |
07/03/20 | DBS Vickers | Thai Beverage | 0.675 | 0.9 | Buy | |
08/07/20 | DBS Vickers | Thai Beverage | 0.63 | 0.9 | Buy | |
08/17/20 | DMG & Partners | Thai Beverage | 0.605 | 0.72 | Buy | Sum of parts |
08/17/20 | CIMB | Thai Beverage | 0.605 | 0.7 | Hold | |
08/17/20 | Amfrasers | Thai Beverage | 0.605 | 0.93 | Outperform | |
08/18/20 | Phillip | Thai Beverage | 0.635 | 0.82 | Buy | PER18x FY21 |
08/18/20 | UOB Kay Hian | Thai Beverage | 0.635 | 0.78 | Buy | Sum of parts |
Monday, September 14, 2020
Thai Beverage - Stock calls
Stock calls for 14 September 2020
Date | Analyst | Company | Last | Target | Call | Valuation |
09/14/20 | Phillip | A-Reit | 3.27 | 3.63 | Accumulate | |
09/14/20 | Phillip | ART | 0.915 | 1.08 | Buy | |
09/14/20 | Phillip | CapitaCommercial | 1.68 | 1.91 | Accumulate | |
09/14/20 | Phillip | Capitamall Trust | 1.97 | 2.33 | Buy | |
09/14/20 | DIR | Capitamall Trust | 1.97 | 2.65 | Buy | |
09/14/20 | phillip | Dasin Retail | 0.815 | 0.91 | Accumulate | |
09/14/20 | Kim Eng | DBS | 20.51 | 22.9 | Buy | |
09/14/20 | Phillip | Frasers Centrepoint Trust | 2.67 | 2.61 | Accumulate | |
09/14/20 | CIMB | Fu Yu | 0.24 | 0.24 | Hold | GGM, PB1.1x |
09/14/20 | CIMB | Ho Bee | 2.19 | 2.7 | Add | Up from $2.56 |
09/14/20 | Phillip | Ireit | 0.69 | 0.68 | Neutral | |
09/14/20 | Phillip | Keppel DC Reit | 2.88 | 2.57 | Neutral | |
09/14/20 | Lim & Tan | Keppel Reit | 1.07 | 1.18 | Buy | |
09/14/20 | Phillip | Manulife US Reit | 0.755 | 0.9 | Buy | |
09/14/20 | phillip | Prime US Reit | 0.8 | 0.94 | Buy | |
09/14/20 | OCBC | Sembcorp Industries | 1.18 | 1.27 | Hold | Sum of parts, PB0.75x |
09/14/20 | CIMB | Singtel | 2.25 | 3.1 | Add | Sum of parts |
09/14/20 | UOB Kay Hian | Starhub | 1.16 | 1.4 | Buy | DCF |
09/14/20 | Kim Eng | Top Glove | 2.58 | 3.14 | Buy | Ringgit Target $9.53 (ex-2 for 1 bonus), PER9x FY21 |
Saturday, September 12, 2020
The US inflation is coming! - Part 3
https://finance.yahoo.com/news/used-cars-drive-u-consumer-134716870.html
US inflation is firming!
We had already projected this earlier below.
http://sg-stock.blogspot.com/2020/09/the-us-inflation-is-coming-part-2.html
http://sg-stock.blogspot.com/2020/08/the-us-resale-car-market-is-being.html
There many market distortions happening in the US now.
* US property market
* US automobile market
* US treasury market
http://sg-stock.blogspot.com/2020/09/different-market-sectors-are-in.html
Friday, September 11, 2020
Talkmed - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
10/15/19 | DMG & Partners | Talkmed | 0.515 | 0.62 | Buy | |
11/15/19 | DMG & Partners | Talkmed | 0.505 | 0.62 | Buy | DCF |
02/19/20 | DMG & Partners | Talkmed | 0.515 | 0.62 | Buy | DCF |
04/01/20 | DMG & Partners | Talkmed | 0.43 | 0.53 | Buy | DCF |
Suntec Reit - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
07/02/19 | CIMB | Suntec Reit | 1.95 | 2.15 | Add | DDM |
07/02/19 | DBS Vickers | Suntec Reit | 1.95 | 2.2 | Buy | DCF |
07/04/19 | DMG & Partners | Suntec Reit | 1.97 | 1.9 | Neutral | |
07/10/19 | UOB Kay Hian | Suntec Reit | 1.95 | 2 | Hold | DDM, Buy @ $1.82 |
07/29/19 | DMG & Partners | Suntec Reit | 1.92 | 2.08 | Buy | DDM |
07/29/19 | OCBC | Suntec Reit | 1.92 | 2.07 | Hold | |
07/30/19 | UOB Kay Hian | Suntec Reit | 1.93 | 2.02 | Hold | Buy @ $1.84 |
07/30/19 | DBS Vickers | Suntec Reit | 1.93 | 2.15 | Buy | DCF |
08/27/19 | UOB Kay Hian | Suntec Reit | 1.89 | 1.96 | Hold | Buy @ $1.79 |
09/11/19 | DMG & Partners | Suntec Reit | 1.94 | 2.08 | Buy | |
10/02/19 | DMG & Partners | Suntec Reit | 1.91 | 2.08 | Buy | |
10/04/19 | DBS Vickers | Suntec Reit | 1.9 | 2.15 | Buy | |
10/24/19 | OCBC | Suntec Reit | 1.85 | 2.05 | Hold | |
10/25/19 | UOB Kay Hian | Suntec Reit | 1.89 | 1.99 | Hold | Buy @ $1.82 |
12/04/19 | DBS Vickers | Suntec Reit | 1.83 | 2.15 | Buy | |
12/10/19 | DMG & Partners | Suntec Reit | 1.84 | 2.08 | Buy | |
01/03/20 | DMG & Partners | Suntec Reit | 1.85 | 2.08 | Buy | DDM |
01/24/20 | DBS Vickers | Suntec Reit | 1.85 | 2.15 | Buy | DCF |
01/28/20 | OCBC | Suntec Reit | 1.86 | 2.05 | Buy | |
02/25/20 | OCBC | Suntec Reit | 1.8 | 2.05 | Buy | |
03/18/20 | DBS Vickers | Suntec Reit | 1.31 | 2.15 | Buy | |
03/30/20 | DMG & Partners | Suntec Reit | 1.33 | 2.08 | Buy | |
04/03/20 | DMG & Partners | Suntec Reit | 1.1 | 1.78 | Buy | DDM |
04/03/20 | OCBC | Suntec Reit | 1.1 | 1.5 | Buy | |
04/03/20 | Jefferies | Suntec Reit | 1.1 | 1.25 | Hold | |
04/23/20 | CIMB | Suntec Reit | 1.29 | 1.75 | Add | DDM |
06/08/20 | DBS Vickers | Suntec Reit | 1.6 | 1.81 | Buy | DCF |
06/23/20 | DMG & Partners | Suntec Reit | 1.45 | 1.78 | Buy | |
07/01/20 | DMG & Partners | Suntec Reit | 1.41 | 1.78 | Buy | DDM |
07/27/20 | OCBC | Suntec Reit | 1.39 | 1.57 | Buy | |
09/03/20 | Jefferies | Suntec Reit | 1.42 | 1.7 | Buy |
Sunpower - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
08/16/19 | UOB Kay Hian | Sunpower | 0.44 | 0.83 | Buy | |
12/06/19 | Amfrasers | Sunpower | 0.55 | 0.91 | outperform | Sum of parts |
12/16/19 | DBS Vickers | Sunpower | 0.59 | 0.81 | Buy | DCF |
03/02/20 | UOB Kay Hian | Sunpower | 0.525 | 0.88 | Buy | Sum of parts |
03/03/20 | DBS Vickers | Sunpower | 0.53 | 0.84 | Buy | |
03/10/20 | Amfrasers | Sunpower | 0.47 | 0.91 | outperform | Sum of parts |
04/20/20 | DBS Vickers | Sunpower | 0.425 | 0.49 | Hold | DCF |
05/18/20 | Amfrasers | Sunpower | 0.43 | 0.91 | Buy | Sum of parts |
05/18/20 | DBS Vickers | Sunpower | 0.43 | 0.49 | Hold | DCF |
05/20/20 | UOB Kay Hian | Sunpower | 0.445 | 0.88 | Buy | |
08/14/20 | DBS Vickers | Sunpower | 0.58 | 0.69 | Buy | DCF |
08/14/20 | UOB Kay Hian | Sunpower | 0.58 | 0.92 | Buy | Sum of parts |
08/17/20 | Amfrasers | Sunpower | 0.575 | 0.91 | outperform | Sum of parts |
Stock calls for 11 September 2020
Date | Analyst | Company | Last | Target | Call | Valuation |
09/11/20 | Kim Eng | AEM | 3.29 | 5.05 | Buy | |
09/11/20 | DBS Vickers | Jumbo | 0.325 | 0.21 | Fully Valued | |
09/11/20 | DBS Vickers | Koufu | 0.67 | 0.77 | Buy | |
09/11/20 | DBS Vickers | Lendlease Reit | 0.66 | 0.85 | Buy | |
09/11/20 | DBS Vickers | OCBC | 8.58 | 9.3 | Hold | GGM, PB0.8x FY21 |
09/11/20 | Lim & Tan | PanUnited | 0.29 | 0.31 | Hold | PB1x FY20 |
09/11/20 | UOB Kay Hian | SATS | 2.91 | 3.1 | Hold | Buy @ $2.75 |
09/11/20 | DBS Vickers | SPH Reit | 0.885 | 0.8 | Hold | |
09/11/20 | UOB Kay Hian | ST Engineering | 3.41 | 3.6 | Hold | Buy @ $3.30 |
09/11/20 | DBS Vickers | Starhill | 0.455 | 0.5 | Hold | |
09/11/20 | DBS Vickers | UOB | 19.39 | 22.2 | Buy | GGM, 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.
Sunningdale - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
08/07/19 | UOB Kay Hian | Sunningdale | 1.28 | 1.01 | Sell | |
11/08/19 | UOB Kay Hian | Sunningdale | 1.27 | 1.13 | Hold | PER12.3x FY20, Buy @ $1.05 |
12/13/19 | Lim & Tan | Sunningdale | 1.28 | 0 | Buy | |
12/13/19 | CIMB | Sunningdale | 1.28 | 1.14 | Reduce | |
03/02/20 | UOB Kay Hian | Sunningdale | 1.21 | 1.06 | Hold | Buy @ $1 |
03/04/20 | CIMB | Sunningdale | 1.2 | 1.1 | Hold | |
03/20/20 | Lim & Tan | Sunningdale | 0.82 | 0 | Buy | |
04/09/20 | CIMB | Sunningdale | 0.875 | 1.09 | Add | |
05/08/20 | UOB Kay Hian | Sunningdale | 0.98 | 1.02 | Hold | PB0.54x FY20, Buy @ $0.90 |
05/08/20 | CIMB | Sunningdale | 0.98 | 0.917 | Hold | |
05/11/20 | Lim & Tan | Sunningdale | 1 | 0 | Hold | |
08/11/20 | Lim & Tan | Sunningdale | 1.18 | 0 | Buy | |
09/10/20 | Lim & Tan | Sunningdale | 1.25 | 0 | Buy |
Starhub - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
07/17/19 | UOB Kay Hian | Starhub | 1.54 | 1.45 | Sell | DCF |
08/07/19 | Phillip | Starhub | 1.48 | 1.58 | Accumulate | EV/Ebitda6x |
08/07/19 | DMG & Partners | Starhub | 1.48 | 1.52 | Neutral | DCF |
08/07/19 | OCBC | Starhub | 1.48 | 1.52 | Hold | |
08/07/19 | UOB Kay Hian | Starhub | 1.48 | 1.45 | Sell | |
08/07/19 | DBS Vickers | Starhub | 1.48 | 1.55 | Hold | EV/Ebitda 6.6x FY19 |
08/13/19 | CIMB | Starhub | 1.45 | 1.65 | Hold | DCF |
08/13/19 | Citibank | Starhub | 1.45 | 1.22 | Sell | |
10/18/19 | DBS Vickers | Starhub | 1.28 | 1.55 | Hold | |
10/24/19 | DBS Vickers | Starhub | 1.32 | 1.3 | Hold | EV/Ebitda6x FY20 |
10/24/19 | CIMB | Starhub | 1.32 | 1.65 | Hold | |
10/24/19 | Kim Eng | Starhub | 1.32 | 2 | Buy | |
11/06/19 | CIMB | Starhub | 1.32 | 1.65 | Add | DCF |
11/06/19 | Kim Eng | Starhub | 1.32 | 2 | Buy | DCF |
11/06/19 | DMG & Partners | Starhub | 1.32 | 1.44 | Neutral | DCF |
11/06/19 | UOB Kay Hian | Starhub | 1.32 | 1.45 | Hold | EV/Ebitda5.4x, Buy @ $1.25 |
11/07/19 | Phillip | Starhub | 1.43 | 1.58 | Accumulate | EV/Ebitda6x |
11/07/19 | OCBC | Starhub | 1.43 | 1.32 | Hold | |
11/07/19 | DBS Vickers | Starhub | 1.43 | 1.43 | Buy | EV/Ebitda6x |
01/03/20 | DBS Vickers | Starhub | 1.42 | 1.43 | Buy | EV/Ebitda6x |
01/14/20 | DMG & Partners | Starhub | 1.46 | 1.44 | Neutral | |
01/21/20 | UOB Kay Hian | Starhub | 1.48 | 1.45 | Hold | DCF, Buy @ $1.25 |
01/24/20 | DBS Vickers | Starhub | 1.49 | 1.72 | Buy | DCF |
01/24/20 | Citibank | Starhub | 1.49 | 1.22 | Sell | |
02/21/20 | UOB Kay Hian | Starhub | 1.5 | 1.45 | Hold | Buy @ $1.25 |
02/21/20 | DMG & Partners | Starhub | 1.5 | 1.63 | Neutral | DCF |
02/21/20 | DBS Vickers | Starhub | 1.5 | 1.72 | Buy | |
02/21/20 | CIMB | Starhub | 1.5 | 1.8 | Add | DCF |
02/24/20 | Phillip | Starhub | 1.52 | 1.7 | Accumulate | EV/Ebitda6.5x FY20 |
02/24/20 | OCBC | Starhub | 1.52 | 1.53 | Hold | |
03/13/20 | CIMB | Starhub | 1.43 | 1.8 | Add | DCF, EV/Ebitda7x FY20 |
03/13/20 | DBS Vickers | Starhub | 1.43 | 1.72 | Buy | DCF |
03/26/20 | DBS Vickers | Starhub | 1.27 | 1.4 | Buy | DCF |
04/30/20 | DBS Vickers | Starhub | 1.45 | 1.75 | Buy | DCF |
04/30/20 | DMG & Partners | Starhub | 1.45 | 1.63 | Neutral | |
05/08/20 | Phillip | Starhub | 1.49 | 1.45 | Neutral | EV/Ebitda 6x FY20 |
05/08/20 | DMG & Partners | Starhub | 1.49 | 1.51 | Neutral | DCF |
05/08/20 | UOB Kay Hian | Starhub | 1.49 | 1.4 | Hold | Buy @ $1.20 |
05/08/20 | DBS Vickers | Starhub | 1.49 | 1.75 | Buy | DCF |
05/08/20 | Lim & Tan | Starhub | 1.49 | 0 | Take Profit | |
05/08/20 | OCBC | Starhub | 1.49 | 1.39 | Hold | |
05/08/20 | CIMB | Starhub | 1.49 | 1.7 | Add | DCF |
06/23/20 | DBS Vickers | Starhub | 1.31 | 1.37 | Hold | DCF |
06/23/20 | DMG & Partners | Starhub | 1.31 | 1.44 | Neutral | DCF |
08/11/20 | Phillip | Starhub | 1.21 | 1.24 | Neutral | EV/Ebitda 6x FY20 |
08/11/20 | DMG & Partners | Starhub | 1.21 | 1.3 | Neutral | DCF |
08/11/20 | DBS Vickers | Starhub | 1.21 | 1.16 | Hold | DCF |
08/11/20 | CIMB | Starhub | 1.21 | 1.6 | Add |
Starhill - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
07/04/19 | DMG & Partners | Starhill | 0.78 | 0.78 | Buy | |
07/31/19 | CIMB | Starhill | 0.8 | 0.79 | Hold | |
08/02/19 | DMG & Partners | Starhill | 0.78 | 0.78 | Neutral | DDM |
08/06/19 | OCBC | Starhill | 0.775 | 0.81 | Buy | |
10/07/19 | CIMB | Starhill | 0.74 | 0.75 | Hold | DDM |
12/10/19 | DMG & Partners | Starhill | 0.725 | 0.8 | Neutral | |
01/30/20 | DMG & Partners | Starhill | 0.71 | 0.76 | Neutral | DDM |
02/04/20 | DBS Vickers | Starhill | 0.715 | 0.8 | Buy | DCF |
04/02/20 | DBS Vickers | Starhill | 0.41 | 0.45 | Hold | |
04/15/20 | CIMB | Starhill | 0.485 | 0.71 | Buy | |
04/15/20 | OCBC | Starhill | 0.485 | 0.52 | Buy | |
04/23/20 | DMG & Partners | Starhill | 0.49 | 0.76 | Buy | |
05/05/20 | Lim & Tan | Starhill | 0.48 | 0 | Hold | |
05/29/20 | DBS Vickers | Starhill | 0.46 | 0.5 | Hold | |
06/03/20 | DMG & Partners | Starhill | 0.535 | 0.63 | Buy | DDM |
07/29/20 | CIMB | Starhill | 0.475 | 0.706 | Add | DDM |
07/30/20 | OCBC | Starhill | 0.47 | 0.53 | Buy | |
08/03/20 | DMG & Partners | Starhill | 0.465 | 0.6 | Buy | DDM |
Stock calls for 10 September 2020
Date | Analyst | Company | Last | Target | Call | Valuation |
09/10/20 | CIMB | Dairy Farm | 3.85 | 4.5 | Add | PER20x FY21 |
09/10/20 | Lim & Tan | KSH | 0.325 | 0 | Hold | |
09/10/20 | CIMB | Lendlease Reit | 0.655 | 0.854 | Add | |
09/10/20 | Lim & Tan | Sunningdale | 1.25 | 0 | Buy |