Singapore Stock Exchange - Equity Investments

Discussion forum on Singapore stocks and current affairs.

Thursday, July 25, 2019

Cromwell Reit (EUR) - Stock calls

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Date Analyst Company Last Target Call Valuation 03/15/19 DBS Vickers Cromwell ...

Comfortdelgro - Stock calls

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Date Analyst Company Last Target Call Valuation 01/25/19 DBS Vickers Comfortde...

Stock calls for 25 July 2019

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Date Analyst Company Last Target Call Valuation 07/25/19 Lim & Tan AIMS AM...
Wednesday, July 24, 2019

CNMC - Stock calls

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Date Analyst Company Last Target Call Valuation 03/01/19 phillip CNMC 0.225...

Clearbridge - Stock calls

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Date Analyst Company Last Target Call Valuation 04/01/19 phillip Clearbridge ...

City Developments - Stock calls

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Date Analyst Company Last Target Call Valuation 01/04/19 Lim & Tan City Developments ...

Stock calls for 24 July 2019

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Date Analyst Company Last Target Call Valuation 07/24/19 UOB Kay Hian Capitama...

SEMI: Global semiconductor sales are expected to decline 12-13% in 2019.

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https://sg.finance.yahoo.com/news/exclusive-bearing-brunt-trade-war-072136810.html Singapore semiconductor industry is downsizing and will...

China retail sales vs US retail sales.

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Please note that the above-mentioned retail sales figure excludes HK. US GDP in 2018 was US$20.5T and China GDP in 2018 was US$13.6T. ...
Tuesday, July 23, 2019

Chip Eng Seng - Stock calls

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Date Analyst Company Last Target Call Valuation 01/17/19 DBS Vickers Chip Eng ...

China Sunsine - Stock calls

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Date Analyst Company Last Target Call Valuation 01/04/19 phillip China Sunsine...

China Everbright - Stock calls

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Date Analyst Company Last Target Call Valuation 01/21/19 DBS Vickers China Eve...

Stock calls for 23 July 2019

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Date Analyst Company Last Target Call Valuation 07/23/19 Lim & Tan Capitam...
Monday, July 22, 2019

Stay away from Hong Kong! - Part 2.

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https://sg.news.yahoo.com/two-three-men-arrested-over-132451500.html HK bombers got arrested!  Kudos to the HK police!  If not, many innoc...
1 comment:

China Aviation Oil - Stock calls

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Date Analyst Company Last Target Call Valuation 03/01/19 DMG & Partners Ch...

Centurion - Stock calls

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Date Analyst Company Last Target Call Valuation 02/04/19 DMG & Partners Ce...

CEI - Stock calls

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Date Analyst Company Last Target Call Valuation 03/13/19 CIMB CEI ...

Stock calls for 22 July 2019

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Date Analyst Company Last Target Call Valuation 07/22/19 Phillip A-Reit 3.0...

Stay away from Hong Kong!

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https://www.scmp.com/news/hong-kong/law-and-crime/article/3019524/least-10-injured-baton-wielding-mob-suspected-triad Rioters are hitting ...
Sunday, July 21, 2019

Singapore based Flextronics is kicked out of Huawei's supply chain.

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https://news.cgtn.com/news/2019-07-18/Huawei-kicks-its-top-phone-assembler-out-of-the-supply-chain-Ir4fTFS79S/index.html Huawei has kicked...
2 comments:
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Singapore Macro Strategist

Eric Ho
A pundit of the third realm, a sapient, unflappable and nonpareil homosapien, with monumental fortitude and tremendous tenacity, one who has been through the vicissitudes of life, and has mastered great dexterity and virtuosity to discern between verisimilitude and actual reality.
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