Singapore Stock Exchange - Equity Investments

Discussion forum on Singapore stocks and current affairs.

Tuesday, August 25, 2020

OUE - Stock calls

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Date Analyst Company Last Target Call Valuation 11/21/19 OCBC OUE 1.49 1.69 Buy

Stock calls for 25 August 2020

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Date Analyst Company Last Target Call Valuation 08/25/20 UOB Kay Hian Bumitama 0.515 0.52 Hold 08/25/20 DMG & Partners CDL Hospitality 1...
Monday, August 24, 2020

Olam - Stock calls

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Date Analyst Company Last Target Call Valuation 11/26/19 Lim & Tan Olam 1.82 0 Hold

OCBC Bank - Stock calls

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Date Analyst Company Last Target Call Valuation 07/01/19 UOB Kay Hian OCBC 11.4 14.62 Buy 07/02/19 Kim Eng OCBC 11.59 11.07 Hold 07/03/19 ph...

Netlink - Stock calls

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Date Analyst Company Last Target Call Valuation 07/15/19 Phillip Netlink 0.88 0.93 Accumulate DCF 07/17/19 Kim Eng Netlink 0.885 0.94 Buy 08...

Stock calls for 24 August 2020

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Date Analyst Company Last Target Call Valuation 08/24/20 OCBC Capitamall Trust 1.85 2.29 Buy 08/24/20 phillip Dasin Retail 0.815 0.91 Accumu...
Sunday, August 23, 2020

Market distortions are precursors of an impending financial crisis.

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Many analysts touted the mantra "Don't fight the FED" to induce people to invest.  However, these analysts do not understand t...
Saturday, August 22, 2020

Baltic dry index- 1481

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Today, Friday, August 21 2020, the Baltic Dry Index decreased by 37 points, reaching 1,481 points. Baltic Dry Index is compiled by the Londo...

US rig count - 916

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  Related stock: Keppel Corp, Sembcorp Marine & Cosco.

The US property market is becoming distorted now!

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  The US residential property market is rebounding because of the artificially low mortgage rates and MBS purchases by the US FED.  The exis...
Friday, August 21, 2020

The US resale car market is being distorted like the stock market. Who is to blame?

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https://www.poynter.org/reporting-editing/2020/used-car-prices-are-spiking-during-the-coronavirus-pandemic/ If you just look at the US July ...

Moya Asia - Stock calls

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  Date Analyst Company Last Target Call Valuation 08/20/19 DMG & Partners Moya Asia 0.068 0.083 Buy DCF 10/15/19 DMG & Partners Moya...

MM2 Asia - Stock calls

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Date Analyst Company Last Target Call Valuation 07/19/19 DBS Vickers MM2 Asia 0.23 0.34 Buy PER16x FY20 08/15/19 DBS Vickers MM2 Asia 0.197 ...

Mindchamps - Stock calls

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Date Analyst Company Last Target Call Valuation 08/27/19 DMG & Partners Mindchamps 0.525 0.83 Buy 12/11/19 DMG & Partners Mindchamps...

Stock calls for 21 August 2020

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Date Analyst Company Last Target Call Valuation 08/21/20 CIMB Frasers Centrepoint Trust 2.37 2.78 Add DDM 08/21/20 Lim & Tan Innotek 0.3...
Thursday, August 20, 2020

Micro-Mechanics - Stock calls

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Date Analyst Company Last Target Call Valuation 09/03/19 Phillip Micro-Mechanics 1.59 1.6 Neutral PER15x FY20 11/05/19 Phillip Micro-Mechani...
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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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