Singapore Stock Exchange - Equity Investments

Discussion forum on Singapore stocks and current affairs.

Monday, May 31, 2021

Stock calls for 31 May 2021

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Date Analyst Company Last Target Call Valuation 05/31/21 Kim Eng Frencken 1.77 2 Buy 05/31/21 DMG & Partners Japan Foods 0.395 0.37 Neut...

Latest updates on breakthrough cases in the US.

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https://sg.news.yahoo.com/fully-vaccinated-people-catch-covid-161150229.html The US has a few numbers of covid variants: UK variant, South A...
Sunday, May 30, 2021

Syrian presidential election: Bashar al-Assad won by more than 95%.

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https://en.wikipedia.org/wiki/2021_Syrian_presidential_election The awakening of the Syrian citizens had just happened.  They had realized t...
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Saturday, May 29, 2021

What's the relationships between the US rates and USD?

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US 10-year inflation expectation (10-year breakeven inflation rate), US 10-year TIPS (Treasury inflation-protected securities and 10-year tr...

Baltic dry index - 2596

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 Related stock: Sembcorp Marine, Cosco & Pan ocean.

US rig count (weekly) - 457

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  Related stock: Sembcorp marine & Cosco.

OMG! We have a Vietnam variant now.

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https://www.channelnewsasia.com/news/asia/vietnam-hybrid-covid-19-variants-from-india-uk-spread-outbreak-14909808 This looks bad because thi...

China warns about a financial meltdown after FED's warning.

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https://www.businesstimes.com.sg/government-economy/chinas-banking-regulator-warns-of-global-asset-bubble-risks Alright, we admit that it...
Friday, May 28, 2021

Wilmar - Stock calls

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Date Analyst Company Last Target Call Valuation 05/12/20 UOB Kay Hian Wilmar 3.54 4 Buy Sum of parts 05/12/20 CIMB Wilmar 3.54 4.58 Add Sum ...
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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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