New Launch - One Sophia For Sale!

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

Search This Blog

Monday, April 5, 2021

Golden Agri - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

05/15/20

DMG & Partners

Golden Agri

0.146

0.12

Sell

Sum of parts

06/26/20

DMG & Partners

Golden Agri

0.15

0.13

Sell

Sum of parts

08/17/20

DMG & Partners

Golden Agri

0.154

0.13

Sell

Sum of parts

08/17/20

CIMB

Golden Agri

0.154

0.12

Reduce


08/25/20

UOB Kay Hian

Golden Agri

0.145

0.14

Hold


11/03/20

DMG & Partners

Golden Agri

0.14

0.13

Sell

Sum of parts

11/19/20

OCBC

Golden Agri

0.152

0.13

Sell


02/26/21

CIMB

Golden Agri

0.193

0.2

Hold


03/04/21

CIMB

Golden Agri

0.192

0.199

Hold


03/04/21

DMG & Partners

Golden Agri

0.192

0.25

Trading Buy


03/04/21

OCBC

Golden Agri

0.192

0.21

Hold


GL Ltd - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

07/28/20

Lim & Tan

GL Ltd

0.59

0.7

Hold


08/27/20

Lim & Tan

GL Ltd

0.555

0

Hold


10/05/20

Lim & Tan

GL Ltd

0.525

0

Hold


01/14/21

Lim & Tan

GL Ltd

0.56

0

Hold


03/16/21

Lim & Tan

GL Ltd

0.8

1.16

Accept Offer

Offer $0.80

GKE - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/07/21

CIMB

GKE

0.138

0.18

Add

Sum of parts

01/15/21

CIMB

GKE

0.138

0.184

Add

Sum of parts

Stock calls for 5 April 2021

Date

Analyst

Company

Last

Target

Call

Valuation

04/05/21

CIMB

Capitaland

3.77

4.04

Add

RNAV (35% discount)

04/05/21

CIMB

City Developments

8.28

8.97

Add

RNAV

04/05/21

DBS Vickers

Comfortdelgro

1.75

1.99

Buy


04/05/21

Kim Eng

Comfortdelgro

1.75

1.88

Buy


04/05/21

DBS Vickers

Dairy Farm

4.33

5.02

Buy


04/05/21

phillip

DBS

29

29.5

Accumulate


04/05/21

UOB Kay Hian

DBS

29

32.95

Buy


04/05/21

DBS Vickers

Far East Hospitality

0.64

0.7

Buy


04/05/21

DBS Vickers

Mapletree North Asia

1.06

1.2

Buy


04/05/21

phillip

OCBC

11.77

13.65

Buy


04/05/21

DBS Vickers

Prime US Reit

0.835

1

Buy


04/05/21

Lim & Tan

Samudera

0.28

0.49

Buy

PB1x FY21

04/05/21

DBS Vickers

Singtel

2.44

2.75

Buy


04/05/21

phillip

UOB

25.8

28.7

Accumulate


04/05/21

CIMB

UOL

7.89

7.91

Add


Friday, April 2, 2021

US ISM PMI increased to 64.7 in March 2021.




The prices had maintained at an elevated level of 85.6 because of the high freight costs and container shortages.  This also impacted the supplier’s deliveries by +4.6 to 76.6 as a higher number indicated slower deliveries.  It seemed that the high freight costs were deterring manufacturers from ordering raw materials.


However, the producers continued to ramp up their production (68.1, +4.9) further which propelled an increase in inventories (50.8, +1.1) and an increase in employment (59.6, +5.2) to prepare for a rebound in the customers’ inventories (29.9, -2.6) which had to be repleted.  The increase in new order (68, +3.2) was due to higher new local orders boosted by stimulus cheques.


All these resulted in the PMI increasing to 64.7 (+3.9).  This means that the US economy will still continue to improve due to new stimulus cheques.

Thursday, April 1, 2021

The truth about Xinjiang's cotton! - Part 2

 

Look at how a foreigner in China mocked western media's fabrications.


Many people don't know how hard it is to hide over 1m detainees or over half a million forced labourers.  I shall present crowd visualization to clear your mind.

Crowd size: 100K

https://blog.lime.link/visualizing-crowd-sizes/


Xinjiang's forced labour size: "A few!"

http://sg-stock.blogspot.com/2021/03/the-truth-about-xinjiangs-cotton.html


The US always uses satellite images but the US cannot even capture a crowd size of a few thousand forced labourers in Xinjiang.

Let's recap the so-called "genocide" in Xinjiang:
1. Uygur's population increased by 25% tover 12m from 10m in less than a decade.
2. No mass exodus of Uygurs in Xinjiang compared tother genocide events.
3. Xinjiang's GDP grew 7.2% annually prior to the pandemic despite the ongoing genocide.
4. No picture of detainees taken.
5. Uygur's lifespan increased from 30 years to 74 years during the ongoing genocide.

I believe many low-birth countries will love to have this kind of "genocide" in their own countries.  Don't you?

GHY - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/20/21

UOB Kay Hian

GHY

0.785

1.08

Buy

PB18.5x FY21

02/09/21

UOB Kay Hian

GHY

0.715

1.08

Buy


03/04/21

UOB Kay Hian

GHY

0.735

1.18

Buy