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Wednesday, May 18, 2011

Tat Hong - Nobody likes cranes operator now.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

02/15/11
CIMB
Tat Hong
0.915
1.02
Neutral
PER10x
11/18/10
CLSA
Tat Hong
0.99
1.06
Underperform
02/16/11
Credit Suisse
Tat Hong
0.875
0.85
Underperform
12/01/10
DBS Vickers
Tat Hong
0.94
1.08
Hold
PER12x
02/15/11
DBS Vickers
Tat Hong
0.915
0.83
Fully Valued
PER12x
03/25/11
DBS Vickers
Tat Hong
0.845
0.83
Fully Valued
PER12x
01/18/11
OCBC
Tat Hong
0.95
0.99
Hold
01/19/11
OCBC
Tat Hong
0.945
0.99
Hold
02/15/11
OCBC
Tat Hong
0.915
0.85
Hold

Tuesday, May 17, 2011

DTAC (TAC) - Mixed calls from analysts.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

02/08/11 CIMB TAC 41 46 Neutral DCF

04/29/11 Kim Eng TAC 47.75 60 Buy Up from 57 Baht

Synear - Hold call by Lim & Tan.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

08/03/10 Lim & Tan Synear 0.265 0 Hold

Swiber - Mixed calls from analysts.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

03/02/11
CIMB
Swiber
0.805
1.01
Outperform
PER12x
03/04/11
CIMB
Swiber
0.81
1.01
Outperform
03/11/11
CIMB
Swiber
0.81
1.01
Outperform
PER12x
03/23/11
CIMB
Swiber
0.78
1.01
Outperform
PER12x
05/16/11
CIMB
Swiber
0.805
0.98
Outperform
PER12x
01/03/11
DBS Vickers
Swiber
1
1.28
Buy
03/03/11
DBS Vickers
Swiber
0.79
0.83
Hold
PER10x
04/19/11
DBS Vickers
Swiber
0.84
0.83
Hold
03/02/11
DMG & Partners
Swiber
0.805
1.25
Under Review
PER10x
03/03/11
DMG & Partners
Swiber
0.79
0.85
Neutral
PER10x
03/10/11
DMG & Partners
Swiber
0.805
0.85
Neutral
PB1x
03/11/11
DMG & Partners
Swiber
0.81
0.85
Neutral
PB1x
03/23/11
DMG & Partners
Swiber
0.785
0.85
Neutral
PER13.7x, PB0.9x
03/24/11
DMG & Partners
Swiber
0.81
0.85
Neutral
PER13.7x, PB0.9x
05/16/11
DMG & Partners
Swiber
0.805
0.87
Neutral
PB1x
03/10/11
DnB Nor
Swiber
0.81
1.4
Buy
NAV
05/05/11
Dnb Nor
Swiber
0.8
1.3
Buy
NAV 1.28
12/02/10
OCBC
Swiber
0.985
1.33
Buy
03/02/11
OCBC
Swiber
0.805
1.33
Under Review
03/03/11
OCBC
Swiber
0.79
0.94
Buy
PER11x
03/04/11
OCBC
Swiber
0.81
0.94
Buy
03/11/11
OCBC
Swiber
0.81
0.94
Buy
03/15/11
OCBC
Swiber
0.8
0.94
Buy
03/24/11
OCBC
Swiber
0.81
0.94
Buy
04/14/11
OCBC
Swiber
0.89
0.94
Buy
05/16/11
OCBC
Swiber
0.805
0.88
Hold
PER11x

Monday, May 16, 2011

Super Group - DMG doesn't like coffee.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

11/16/10
DMG & Partners
Super Group / Coffeemix
1.31
1.24
Neutral
PER14.6x
02/07/11
DMG & Partners
Super Group / Coffeemix
1.47
1.24
Neutral
02/24/11
DMG & Partners
Super Group / Coffeemix
1.4
1.28
Neutral
PER15x
03/28/11
DMG & Partners
Super Group / Coffeemix
1.29
1.28
Neutral
PER15x
05/12/11
DMG & Partners
Super Group / Coffeemix
1.43
1.3
Neutral
PER15x
01/27/11
Kim Eng
Super Group / Coffeemix
1.47
1.8
Buy
DCF & PER14.5x
02/24/11
Kim Eng
Super Group / Coffeemix
1.4
1.72
Buy
03/28/11
Kim Eng
Super Group / Coffeemix
1.29
1.72
Buy
Sum of parts
05/12/11
Kim Eng
Super Group / Coffeemix
1.43
1.72
Buy
12/20/10
UOB Kay Hian
Super Group / Coffeemix
1.43
1.66
Buy
PEG1x

Sunvic Chemical - Buy calls from Phillip & Amfraser.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

01/04/11
Amfraser
Sunvic Chemical
0.66
1.02
Buy
PER6x
03/02/11
Amfraser
Sunvic Chemical
0.745
1.05
Buy
PER6
04/29/11
Amfraser
Sunvic Chemical
0.81
1.33
Buy
PER6x
12/15/10
phillip
Sunvic Chemical
0.605
0.95
Buy
01/17/11
phillip
Sunvic Chemical
0.71
1.07
Buy
PER6x
03/03/11
phillip
Sunvic Chemical
0.74
1.2
Buy
PER6x