Singapore Stock Exchange - Equity Investments
Discussion forum on Singapore stocks and current affairs.
Tuesday, July 14, 2020
China has imposed sanction against Lockheed Martin.
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https://www.ft.com/content/b79821fb-eb99-4418-8cd3-e7df0c42b5fa This is just a symbolic gesture with no real bite. It will be a different...
China has imposed sanctions against US officials in a tit-for-tat response.
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https://sg.finance.yahoo.com/news/china-sanctions-u-officials-including-075456201.html This is an expected response from China. If the US...
Singapore Q2 GDP growth is a lot worse than Q1.
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https://sg.finance.yahoo.com/news/singapore-economy-shrinks-over-40-000345419.html The QoQ growth of -41% and YoY growth of -12.6% show th...
1 comment:
Monday, July 13, 2020
China Everbright - Stock calls
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Date Analyst Company Last Target Call Valuation 08/16/19 phillip China Everbright 0.315 0.5 Buy PER9x 05/29/20 DBS Vickers China Everbrig...
China Aviation Oil - Stock calls
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Date Analyst Company Last Target Call Valuation 07/10/19 DMG & Partners China Aviation Oil 1.3 1.6 Buy 08/08/19 DMG & Partners Ch...
Centurion - Stock calls
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Date Analyst Company Last Target Call Valuation 08/15/19 DMG & Partners Centurion 0.41 0.43 Neutral DCF 10/07/19 DMG & Partners C...
Stock calls for 13 July 2020
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Date Analyst Company Last Target Call Valuation 07/13/20 OCBC A-Reit 3.26 3.52 Buy 07/13/20 OCBC Capitaland 2.91 3.99 Buy 07/13/20 OCBC ...
We need regular vaccinations to keep covid away.
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https://sg.news.yahoo.com/immunity-covid-19-could-lost-163154231.html This covid virus will change our lives now because our covid immunit...
Saturday, July 11, 2020
Baltic dry index - 1810
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Related stock: Sembcorp Marine, Cosco & Pan ocean.
US rig count - 958
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Related stock: Keppel Corp, Sembcorp Marine & Cosco.
The PM-Designate Heng doesn't have a strong mandate from Singaporeans.
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The opp ositi ons have d one pretty well f or the 2020 GE because they've taken d own 2 GRCs and 1 SMC. What's m ore intere...
Singaporeans have spoken - We don't want a one-party system here!
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http://sg-stock.blogspot.com/2020/06/no-need-to-vote-indranee-rajah-into-our.html The oppositions have garnered 2 GRCs and 1 SMC for the 2...
Friday, July 10, 2020
The southern hemisphere must brace for a possible major covid outbreak from June to August 2020. Why? - Part 4
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https://www.theguardian.com/world/2020/jul/09/south-africa-warns-of-coronavirus-storm-as-outbreak-accelerates-across-continent We've p...
1/3 (32%) of Americans couldn't pay their housing payments!
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https://www.dailymail.co.uk/news/article-8503795/One-American-families-missed-July-housing-payments-amid-coronavirus-crisis.html We told y...
1 comment:
US CMBS is in a precarious situation now! - Part 3
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https://www.fitchratings.com/research/structured-finance/coronavirus-sparks-largest-ever-rate-jump-in-us-cmbs-delinquencies-06-07-2020 We ...
Thursday, July 9, 2020
Centurion - Stock calls
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Date Analyst Company Last Target Call Valuation 08/15/19 DMG & Partners Centurion 0.41 0.43 Neutral DCF 10/07/19 DMG & Partners C...
CEI - Stock calls
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Date Analyst Company Last Target Call Valuation 08/13/19 CIMB CEI 0.985 0.9 Hold PER10x FY20
CDL Hospitality - Stock calls
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Date Analyst Company Last Target Call Valuation 07/04/19 DMG & Partners CDL Hospitality 1.66 1.77 Buy 07/15/19 UOB Kay Hian CDL Hospi...
Stock calls for 9 July 2020
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Date Analyst Company Last Target Call Valuation 07/09/20 DMG & Partners A-Reit 3.3 3 Neutral DDM 07/09/20 DBS Vickers ARA Logistics 0...
Trump's aides are desperate in fighting for their jobs. - Part 2
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https://www.marketwatch.com/story/why-currency-traders-dont-believe-trump-administration-will-pursue-a-proposal-to-break-hong-kong-dollar-pe...
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