Monday, July 27, 2020

Stock calls for 27 July 2020

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Date Analyst Company Last Target Call Valuation 07/27/20 Phillip A-Reit 3.48 3.63 Accumlate DDM 07/27/20 Kim Eng AEM 3.51 4.04 Buy PB4.8x...

Another constellation is aligning and a big financial crisis is brewing this time. - Part 6

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https://www.nytimes.com/2020/07/25/us/hanna-storm-texas.html The US typhoon season has started and will last till November 2020.  We did t...
3 comments:
Saturday, July 25, 2020

Baltic dry index - 1317

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Today, Friday, July 24 2020, the Baltic Dry Index decreased by 71 points, reaching 1317 points. Baltic Dry Index is compiled by the Londo...

US rig count - 946

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Related stock: Keppel Corp, Sembcorp Marine & Cosco.
Friday, July 24, 2020

Frencken - Stock calls

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Date Analyst Company Last Target Call Valuation 08/13/19 DBS Vickers Frencken 0.66 0.8 Buy 08/13/19 CIMB Frencken 0.66 0.9 Add 08/13/19 ...

Frasers Property - Stock calls

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Date Analyst Company Last Target Call Valuation 11/18/19 DBS Vickers Frasers Property 1.82 2.05 Buy RNAV (40% discount) 05/14/20 DBS Vick...

Frasers Logistics - Stock calls

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Date Analyst Company Last Target Call Valuation 07/04/19 OCBC Frasers Logistics 1.23 1.2 Hold 07/04/19 Lim & Tan Frasers Logistics 1....

Stock calls for 24 July 2020

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Date Analyst Company Last Target Call Valuation 07/24/20 CIMB A-Reit 3.43 3.12 Hold 07/24/20 Jefferies A-Reit 3.43 3.8 Buy 07/24/20 DBS ...

The latest US unemployment data is a fudge. - Part 3

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https://www.channelnewsasia.com/news/business/covid-19-us-jobless-claims-rise-to-1-42-million-amid-surge-12958166 We had stated in June 20...

What’s my take on the possible US-China military confrontation?

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Trump has increased the US-China tension recently by expelling China consulate in Houston after the US military exercise in South China Sea...
3 comments:
Thursday, July 23, 2020

Frasers Hospitality Trust - Stock calls

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Date Analyst Company Last Target Call Valuation 07/12/19 DBS Vickers Frasers Hospitality Trust 0.72 0.77 Hold DCF 10/09/19 DBS Vickers Fr...

Frasers Commercial Trust - Stock calls

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Date Analyst Company Last Target Call Valuation 07/04/19 DMG & Partners Frasers Commercial Trust 1.68 1.65 Neutral 07/12/19 DBS Vicke...

Frasers Centrepoint Trust - Stock calls

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Date Analyst Company Last Target Call Valuation 07/04/19 DMG & Partners Frasers Centrepoint Trust 2.64 2.25 Neutral 07/12/19 DBS Vick...

Stock calls for 23 July 2020

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Date Analyst Company Last Target Call Valuation 07/23/20 Lim & Tan CapitaCommercial 1.76 0 Hold 07/23/20 DMG & Partners Capitamal...
Wednesday, July 22, 2020

Food Empire - Stock calls

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Date Analyst Company Last Target Call Valuation 08/13/19 DMG & Partners Food Empire 0.525 0.73 Buy PER13x FY19 11/12/19 DMG & Par...

First Sponsor - Stock calls

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Date Analyst Company Last Target Call Valuation 07/26/19 DBS Vickers First Sponsor 1.31 1.62 Buy RNAV (35% discount)

First Resources - Stock calls

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Date Analyst Company Last Target Call Valuation 07/02/19 Kim Eng First Resources 1.6 1.93 Buy 07/16/19 DBS Vickers First Resources 1.55 1...