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Tuesday, November 28, 2017

Capitaland - Stock calls


Date Analyst Company Last Target Call Valuation
01/08/16 DBS Vickers Capitaland 3.14 3.73 Buy RNAV (25% discount)
01/08/16 Deutsche Capitaland 3.14 3.95 Buy
01/08/16 Nomura Capitaland 3.14 4.05 Buy
01/14/16 Kim Eng Capitaland 3.12 3.71 Buy RNAV (22% discount), PB0.9x
01/18/16 CIMB Capitaland 3.07 4.06 Add
01/21/16 UOB Kay Hian Capitaland 2.97 4.08 Buy
02/16/16 Credit Suisse Capitaland 2.89 3.5 Neutral
02/17/16 Lim & Tan Capitaland 2.9 0 Buy
02/18/16 CIMB Capitaland 2.86 4.05 Add RNAV (20% discount)
02/18/16 DBS Vickers Capitaland 2.86 3.7 Hold RNAV (25% discount)
02/18/16 DMG & Partners Capitaland 2.86 3.64 Buy RNAV (30% discount)
02/18/16 Kim Eng Capitaland 2.86 3.71 Buy RNAV (22% discount)
02/18/16 Macquarie Capitaland 2.86 3.92 Outperform
02/18/16 OCBC Capitaland 2.86 3.68 Buy
02/18/16 UOB Kay Hian Capitaland 2.86 4.08 Buy RNAV (20% discount)
02/19/16 DMG & Partners Capitaland 2.91 3.15 Neutral RNAV (30% discount)
02/25/16 Deutsche Capitaland 2.86 3.95 Buy RNAV (40% discount)
02/29/16 DIR Capitaland 2.94 3.93 Buy Sum of parts (20% discount)
03/08/16 Lim & Tan Capitaland 3.13 0 Buy on weakness Buy @ $3
03/10/16 Kim Eng Capitaland 3.1 3.83 Buy RNAV (22% discount)
03/15/16 CIMB Capitaland 3.14 4.05 Add
03/16/16 DBS Vickers Capitaland 3.13 3.7 Buy
03/17/16 DMG & Partners Capitaland 3.14 3.15 Neutral
03/24/16 Deutsche Capitaland 3.14 3.95 Buy RNAV (35.8% discount)
03/28/16 UOB Kay Hian Capitaland 3.09 4.08 Buy RNAV (20% discount)
04/04/16 Kim Eng Capitaland 3.02 3.83 Buy
04/18/16 CIMB Capitaland 3.13 4.05 Add
04/18/16 DBS Vickers Capitaland 3.13 3.7 Buy
04/20/16 Kim Eng Capitaland 3.22 3.95 Buy RNAV (20% discount)
04/20/16 Lim & Tan Capitaland 3.22 0 Buy
04/20/16 OCBC Capitaland 3.22 3.68 Buy
04/21/16 CIMB Capitaland 3.17 4.07 Add RNAV (20% discount)
04/21/16 Credit Suisse Capitaland 3.17 3.5 Neutral
04/21/16 DIR Capitaland 3.17 3.94 Buy Sum of parts (20% discount)
04/21/16 Macquarie Capitaland 3.17 3.92 Outperform RNAV
04/21/16 UOB Kay Hian Capitaland 3.17 4.08 Buy RNAV (20% discount)
05/17/16 CIMB Capitaland 2.99 4.07 Add
05/24/16 Credit Suisse Capitaland 2.96 3.5 Neutral
05/24/16 Lim & Tan Capitaland 2.96 0 Buy
06/02/16 Lim & Tan Capitaland 2.98 0 Buy
06/07/16 DIR Capitaland 3.04 3.96 Buy Sum of parts (20% discount)
06/08/16 UOB Kay Hian Capitaland 3.08 4.08 Buy
06/09/16 CIMB Capitaland 3.09 4.07 Add
06/09/16 Kim Eng Capitaland 3.09 3.95 Buy
06/13/16 OCBC Capitaland 3.03 3.68 Buy
06/15/16 DMG & Partners Capitaland 2.96 3.15 Neutral
06/17/16 DBS Vickers Capitaland 2.96 3.7 Buy
06/30/16 Kim Eng Capitaland 3.01 3.93 Buy RNAV (21% discount)
07/05/16 OCBC Capitaland 3.05 3.68 Buy
07/07/16 UOB Kay Hian Capitaland 2.99 4.05 Buy
07/13/16 Lim & Tan Capitaland 3.03 0 Buy
07/18/16 CIMB Capitaland 3.09 4.07 Add
07/26/16 Deutsche Capitaland 3.18 4.05 Buy
08/04/16 JP Morgan Capitaland 3.15 3.65 Overweight
08/04/16 OCBC Capitaland 3.15 3.68 Buy
08/04/16 UBS Capitaland 3.15 4.1 Buy
08/05/16 CIMB Capitaland 3.18 4.17 Add RNAV (20% discount)
08/05/16 Credit Suisse Capitaland 3.18 3.5 Neutral
08/05/16 DIR Capitaland 3.18 3.97 Buy Sum of parts (20% discount)
08/05/16 Lim & Tan Capitaland 3.18 0 Buy
08/05/16 Macquarie Capitaland 3.18 3.9 Outperform RNAV
08/05/16 UOB Kay Hian Capitaland 3.18 4.05 Buy RNAV (20% discount)
08/08/16 DBS Vickers Capitaland 3.22 3.6 Buy
09/02/16 Credit Suisse Capitaland 3.07 3.5 Neutral
09/02/16 OCBC Capitaland 3.07 3.68 Buy
09/09/16 Kim Eng Capitaland 3.2 3.93 Buy
09/16/16 CIMB Capitaland 3.1 4.17 Add
09/16/16 DBS Vickers Capitaland 3.1 3.6 Buy
09/23/16 Nomura Capitaland 3.13 4.05 Buy
09/28/16 Lim & Tan Capitaland 3.17 0 Buy
10/05/16 Kim Eng Capitaland 3.19 3.93 Buy
10/18/16 CIMB Capitaland 3.12 4.17 Add
10/18/16 DBS Vickers Capitaland 3.12 3.6 Buy
11/09/16 Lim & Tan Capitaland 3.06 0 Buy
11/09/16 OCBC Capitaland 3.06 3.68 Buy
11/10/16 CIMB Capitaland 3.03 4.17 Add RNAV (20% discount)
11/10/16 Credit Suisse Capitaland 3.03 3.5 Neutral
11/10/16 DBS Vickers Capitaland 3.03 3.6 Buy RNAV (25% discount)
11/10/16 DIR Capitaland 3.03 3.84 Buy Sum of parts (20% discount)
11/10/16 Kim Eng Capitaland 3.03 4.06 Buy RNAV (21% discount)
11/10/16 UBS Capitaland 3.03 3.65 Buy
11/10/16 UOB Kay Hian Capitaland 3.03 4.05 Buy RNAV (20% discount)
12/01/16 DIR Capitaland 3.08 3.84 Buy Sum of parts (20% discount)
12/02/16 DMG & Partners Capitaland 3.08 3.15 Neutral
12/05/16 OCBC Capitaland 3.07 3.68 Buy
12/06/16 CIMB Capitaland 3.08 4.17 Add RNAV (20% discount)
12/06/16 Kim Eng Capitaland 3.08 3.46 Buy
12/07/16 Deutsche Capitaland 3.1 4.05 Buy
12/07/16 Lim & Tan Capitaland 3.1 0 Buy
12/12/16 JP Morgan Capitaland 3.1 3.65 Overweight
12/13/16 UOB Kay Hian Capitaland 3.11 4.05 Buy
01/03/17 UOB Kay Hian Capitaland 3.02 4.05 Buy
01/09/17 DBS Vickers Capitaland 3.09 3.6 Buy RNAV (25% discount)
01/10/17 Lim & Tan Capitaland 3.09 0 Buy
01/11/17 Credit Suisse Capitaland 3.14 3.5 Neutral
01/11/17 Kim Eng Capitaland 3.14 3.46 Buy
01/12/17 CIMB Capitaland 3.15 4.17 Add
01/17/17 DMG & Partners Capitaland 3.15 3.15 Neutral
01/17/17 Lim & Tan Capitaland 3.15 0 Buy
01/18/17 CIMB Capitaland 3.14 4.15 Add RNAV (20% discount)
01/19/17 OCBC Capitaland 3.12 3.68 Buy
02/02/17 Macquarie Capitaland 3.37 4.22 Outperform RNAV (20% discount)
02/15/17 Lim & Tan Capitaland 3.46 0 Buy
02/15/17 OCBC Capitaland 3.46 3.68 Buy
02/16/17 CIMB Capitaland 3.49 4.19 Add RNAV (20% discount)
02/16/17 Credit Suisse Capitaland 3.49 3.8 Neutral
02/16/17 DIR Capitaland 3.49 3.82 Outperform RNAV (20% discount)
02/16/17 Macquarie Capitaland 3.49 4.32 Outperform
02/16/17 UOB Kay Hian Capitaland 3.49 4.05 Buy RNAV (20% discount)
02/17/17 DBS Vickers Capitaland 3.45 3.85 Buy RNAV (20% discount)
02/27/17 Kim Eng Capitaland 3.63 3.66 Hold
03/01/17 DMG & Partners Capitaland 3.64 3.6 Hold RNAV (25% discount)
03/02/17 UOB Kay Hian Capitaland 3.6 4.05 Buy
03/03/17 DIR Capitaland 3.65 3.82 Outperform RNAV (20% discount)
03/13/17 CIMB Capitaland 3.7 4.19 Add
03/13/17 Kim Eng Capitaland 3.7 3.66 Hold
03/13/17 UOB Kay Hian Capitaland 3.7 4.3 Buy
03/14/17 UBS Capitaland 3.69 3.65 Buy
03/16/17 Kim Eng Capitaland 3.65 3.7 Hold
03/27/17 DMG & Partners Capitaland 3.69 3.84 Neutral RNAV (20% discount)
03/28/17 Lim & Tan Capitaland 3.64 4.15 Buy
03/29/17 OCBC Capitaland 3.66 3.68 Buy
03/30/17 OCBC Capitaland 3.68 3.93 Buy
04/04/17 Lim & Tan Capitaland 3.67 0 Buy
04/18/17 CIMB Capitaland 3.64 4.19 Add RNAV (20% discount)
04/27/17 Credit Suisse Capitaland 3.72 3.8 Neutral
04/27/17 DBS Vickers Capitaland 3.72 4.33 Buy RNAV (10% discount)
04/27/17 DIR Capitaland 3.72 3.9 Outperform RNAV (20% discount)
04/27/17 DMG & Partners Capitaland 3.72 3.84 Neutral RNAV (20% discount)
04/27/17 Macquarie Capitaland 3.72 4.32 Outperform
04/27/17 Phillip Capitaland 3.72 4.19 Accumulate RNAV
04/27/17 UOB Kay Hian Capitaland 3.72 4.3 Buy RNAV (15% discount)
05/17/17 DBS Vickers Capitaland 3.5 4.33 Buy
05/17/17 Deutsche Capitaland 3.5 4.5 Buy
05/17/17 UOB Kay Hian Capitaland 3.5 4.3 Buy
05/23/17 DIR Capitaland 3.51 3.9 Outperform Sum of parts (20% discount)
05/29/17 Kim Eng Capitaland 3.52 3.75 Hold RNAV (29% discount)
06/02/17 DIR Capitaland 3.58 3.93 Outperform Sum of parts (20% discount)
06/02/17 Lim & Tan Capitaland 3.58 0 Buy
06/05/17 DBS Vickers Capitaland 3.62 4.33 Buy RNAV (10% discount)
06/05/17 OCBC Capitaland 3.62 4.07 Buy
06/07/17 DMG & Partners Capitaland 3.59 3.84 Neutral RNAV (20% discount)
06/09/17 Deutsche Capitaland 3.62 4.5 Buy Sum of parts
06/14/17 DBS Vickers Capitaland 3.62 4.07 Buy
06/16/17 CIMB Capitaland 3.55 4.19 Add
06/16/17 Kim Eng Capitaland 3.55 3.75 Hold
06/16/17 Lim & Tan Capitaland 3.55 0 Buy
07/03/17 Lim & Tan Capitaland 3.5 0 Buy
07/04/17 CIMB Capitaland 3.5 4.19 Add RNAV (20% discount)
07/06/17 Kim Eng Capitaland 3.54 3.75 Hold RNAV (29% discount)
07/07/17 Macquarie Capitaland 3.5 4.18 Outperform
07/07/17 DBS Vickers Capitaland 3.5 4.33 Buy RNAV (10% discount)
07/07/17 OCBC Capitaland 3.5 4.07 Buy
08/01/17 DBS Vickers Capitaland 3.69 4.33 Buy RNAV (10% discount)
08/03/17 Kim Eng Capitaland 3.76 3.75 Hold
08/04/17 Macquarie Capitaland 3.74 4.18 Outperform
08/04/17 UOB Kay Hian Capitaland 3.74 4.3 Buy RNAV (15% discount)
08/04/17 Phillip Capitaland 3.74 4.19 Accumulate RNAV (20% discount)
08/04/17 Credit Suisse Capitaland 3.74 3.9 Neutral RNAV (20% discount)
08/04/17 DMG & Partners Capitaland 3.74 3.9 Neutral RNAV (20% discount)
08/04/17 Kim Eng Capitaland 3.74 3.75 Hold RNAV (29% discount)
08/04/17 CIMB Capitaland 3.74 4.21 Add RNAV (20% discount)
08/04/17 DBS Vickers Capitaland 3.74 4.35 Buy RNAV (10% discount)
08/04/17 Deutsche Capitaland 3.74 4.6 Buy
08/23/17 Lim & Tan Capitaland 3.73 0 Buy
09/05/17 CIMB Capitaland 3.72 4.21 Add
09/07/17 Lim & Tan Capitaland 3.7 0 Buy
09/08/17 OCBC Capitaland 3.71 4.13 Buy
09/12/17 DBS Vickers Capitaland 3.7 4.35 Buy
09/18/17 UOB Kay Hian Capitaland 3.64 4.3 Buy
09/25/17 Kim Eng Capitaland 3.61 3.75 Hold
09/29/17 DIR Capitaland 3.55 3.94 Outperform
10/03/17 CIMB Capitaland 3.64 4.21 Add
10/06/17 Lim & Tan Capitaland 3.7 0 Buy
10/20/17 Deutsche Capitaland 3.72 4.6 Buy
11/08/17 OCBC Capitaland 3.72 4.13 Buy
11/08/17 Kim Eng Capitaland 3.72 3.75 Hold RNAV (30% discount)
11/09/17 CIMB Capitaland 3.64 4.25 Add
11/09/17 UOB Kay Hian Capitaland 3.64 4.3 Buy RNAV (15% discount)
11/09/17 Credit Suisse Capitaland 3.64 3.9 Neutral
11/09/17 DMG & Partners Capitaland 3.64 3.9 Neutral RNAV (20% discount)
11/09/17 CIMB Capitaland 3.64 4.25 Add RNAV (20% discount)
11/09/17 DBS Vickers Capitaland 3.64 4.35 Buy RNAV (10% discount)
11/13/17 Phillip Capitaland 3.58 4.19 Accumulate RNAV (20% discount)
11/17/17 Lim & Tan Capitaland 3.53 0 Buy
11/27/17 Macquarie Capitaland 3.57 4.5 Outperform

Capital World - Stock calls


Date Analyst Company Last Target Call Valuation
06/05/17 NRA Capital World 0.131 0.255 Overweight

Stock calls for 28 November 2017


Date Analyst Company Last Target Call Valuation
11/28/17 Kim Eng A-Reit 2.63 3 Buy
11/28/17 phillip Geo Energy 0.255 0.44 Buy PER10x
11/28/17 UOB Kay Hian IHH Healthcare 1.83 1.71 Hold Sum of parts, Buy @ $1.50
11/28/17 CIMB IHH Healthcare 1.83 2.08 Add Sum of parts, Ringgit $6.36 target
11/28/17 DBS Vickers IHH Healthcare 1.83 2.23 Buy Ringgit $6.81 target
11/28/17 Lim & Tan IHH Healthcare 1.83 0 Hold Expensive at PER50x FY18
11/28/17 UOB Kay Hian Jumbo 0.565 0.6 Hold DCF, Buy @ $0.54
11/28/17 Macquarie Keppel Reit 1.25 1.3 Outperform
11/28/17 Kim Eng M1 1.77 1.59 Sell
11/28/17 Kim Eng Mapletree Industrial 1.99 2.1 Buy

South Korea will take further action against Bitcoins.

https://www.bloomberg.com/news/articles/2017-11-28/korea-s-prime-minister-is-worried-bitcoin-is-corrupting-kids

More kids are engaging in fraudulent crimes using bitcoins in South Korea.  Therefore, I believe the SK government will take further action against Bitcoins to reduce the fraudulent crimes.

Beware of China scams!

Do not get distracted by other people in China.  You will lose your valuables when you are distracted.

Monday, November 27, 2017

Capitacommercial - Stock calls


Date Analyst Company Last Target Call Valuation
01/05/16 UOB Kay Hian CapitaCommercial 1.34 1.79 Buy DDM
01/08/16 DBS Vickers CapitaCommercial 1.325 1.48 Buy DCF
01/14/16 Kim Eng CapitaCommercial 1.31 1.25 Hold Yield 7%
01/20/16 Lim & Tan CapitaCommercial 1.365 0 Hold
01/21/16 CIMB CapitaCommercial 1.33 1.48 Add DDM
01/21/16 DIR CapitaCommercial 1.33 1.31 Hold DDM
01/21/16 DMG & Partners CapitaCommercial 1.33 1.15 Sell DDM
01/21/16 OCBC CapitaCommercial 1.33 1.39 Hold
01/26/16 Deutsche CapitaCommercial 1.315 1.5 Buy
02/02/16 DMG & Partners CapitaCommercial 1.32 1.15 Sell
02/25/16 Deutsche CapitaCommercial 1.38 1.5 Buy
02/25/16 JP Morgan CapitaCommercial 1.38 1.35 Neutral
03/04/16 DMG & Partners CapitaCommercial 1.415 1.15 Sell
03/04/16 Lim & Tan CapitaCommercial 1.415 0 Buy
03/07/16 CIMB CapitaCommercial 1.475 1.48 Hold
03/14/16 DIR CapitaCommercial 1.445 1.31 Underperform DDM
03/17/16 DMG & Partners CapitaCommercial 1.435 1.3 Neutral DDM
03/24/16 Deutsche CapitaCommercial 1.475 1.5 Buy
03/30/16 UOB Kay Hian CapitaCommercial 1.485 1.79 Buy DDM
04/05/16 Deutsche CapitaCommercial 1.45 1.5 Buy
04/13/16 Kim Eng CapitaCommercial 1.42 1.4 Hold Yield 6.25%
04/15/16 DBS Vickers CapitaCommercial 1.42 1.53 Buy DCF
04/15/16 Lim & Tan CapitaCommercial 1.42 0 Buy
04/18/16 CIMB CapitaCommercial 1.43 1.48 Hold DDM
04/18/16 Credit Suisse CapitaCommercial 1.43 1.43 Underperform
04/18/16 DIR CapitaCommercial 1.43 1.3 Underperform DDM
04/18/16 OCBC CapitaCommercial 1.43 1.39 Hold
04/27/16 UOB Kay Hian CapitaCommercial 1.45 1.79 Buy DDM
05/16/16 Phillip CapitaCommercial 1.385 1.29 Reduce DDM
05/17/16 Deutsche CapitaCommercial 1.385 1.5 Buy
05/17/16 Kim Eng CapitaCommercial 1.385 1.4 Hold
05/24/16 CIMB CapitaCommercial 1.375 1.58 Add DDM
05/24/16 Credit Suisse CapitaCommercial 1.375 1.4 Underperform
05/24/16 DBS Vickers CapitaCommercial 1.375 1.61 Buy
05/24/16 DIR CapitaCommercial 1.375 1.35 Hold DDM
05/24/16 DMG & Partners CapitaCommercial 1.375 1.33 Neutral DDM
05/24/16 Lim & Tan CapitaCommercial 1.375 0 Buy
05/25/16 OCBC CapitaCommercial 1.385 1.39 Hold
06/08/16 Lim & Tan CapitaCommercial 1.415 0 Buy
06/23/16 JP Morgan CapitaCommercial 1.42 1.4 Neutral
06/23/16 Kim Eng CapitaCommercial 1.42 1.4 Hold
07/04/16 DMG & Partners CapitaCommercial 1.5 1.33 Neutral
07/18/16 Phillip CapitaCommercial 1.57 1.29 Reduce DDM
07/18/16 UOB Kay Hian CapitaCommercial 1.57 1.93 Buy
07/19/16 Credit Suisse CapitaCommercial 1.58 1.47 Underperform
07/20/16 JP Morgan CapitaCommercial 1.57 1.45 Neutral
07/20/16 OCBC CapitaCommercial 1.57 1.39 Hold
07/21/16 CIMB CapitaCommercial 1.56 1.69 Add DDM
07/21/16 DBS Vickers CapitaCommercial 1.56 1.7 Buy
07/21/16 DIR CapitaCommercial 1.56 1.36 Underperform DDM
07/21/16 Kim Eng CapitaCommercial 1.56 1.52 Hold Yield 5.75%
07/21/16 Religare CapitaCommercial 1.56 1.46 Hold
07/26/16 Deutsche CapitaCommercial 1.52 1.5 Buy
08/01/16 UOB Kay Hian CapitaCommercial 1.505 1.93 Buy
08/16/16 DBS Vickers CapitaCommercial 1.55 1.7 Buy
08/16/16 Deutsche CapitaCommercial 1.55 1.6 Buy
08/31/16 Credit Suisse CapitaCommercial 1.545 1.47 Underperform
09/05/16 DBS Vickers CapitaCommercial 1.565 1.7 Buy
09/09/16 Kim Eng CapitaCommercial 1.64 1.81 Buy
10/14/16 DIR CapitaCommercial 1.56 1.36 Underperform
10/14/16 Phillip CapitaCommercial 1.56 1.29 Reduce
10/19/16 Lim & Tan CapitaCommercial 1.555 0 Buy
10/20/16 CIMB CapitaCommercial 1.575 1.69 Add DDM
10/20/16 Credit Suisse CapitaCommercial 1.575 1.47 Underperform
10/20/16 DIR CapitaCommercial 1.575 1.37 Underperform DDM
10/20/16 DMG & Partners CapitaCommercial 1.575 1.68 Buy DDM
10/20/16 Kim Eng CapitaCommercial 1.575 1.81 Buy
10/20/16 UOB Kay Hian CapitaCommercial 1.575 1.88 Buy DDM
10/21/16 JP Morgan CapitaCommercial 1.6 1.7 Overweight
10/21/16 OCBC CapitaCommercial 1.6 1.39 Hold
11/04/16 CIMB CapitaCommercial 1.57 1.69 Add
11/09/16 DBS Vickers CapitaCommercial 1.555 1.7 Buy
11/14/16 JP Morgan CapitaCommercial 1.525 1.65 Overweight
11/14/16 UOB Kay Hian CapitaCommercial 1.525 1.88 Buy
11/16/16 Deutsche CapitaCommercial 1.47 1.6 Buy
11/18/16 Kim Eng CapitaCommercial 1.51 1.81 Buy
12/05/16 DMG & Partners CapitaCommercial 1.51 1.68 Buy
12/06/16 Kim Eng CapitaCommercial 1.545 1.81 Buy Yield 5%
12/07/16 Deutsche CapitaCommercial 1.53 1.6 Buy
12/09/16 UOB Kay Hian CapitaCommercial 1.55 1.78 Buy
12/12/16 JP Morgan CapitaCommercial 1.565 1.65 Overweight
01/03/17 DMG & Partners CapitaCommercial 1.48 1.68 Buy DDM
01/03/17 UOB Kay Hian CapitaCommercial 1.48 1.78 Buy
01/09/17 DBS Vickers CapitaCommercial 1.535 1.7 Buy DCF
01/11/17 Deutsche CapitaCommercial 1.56 1.6 Hold
01/11/17 Kim Eng CapitaCommercial 1.56 1.81 Buy
01/18/17 DIR CapitaCommercial 1.565 1.37 Underperform
01/18/17 Lim & Tan CapitaCommercial 1.565 0 Buy
01/18/17 OCBC CapitaCommercial 1.565 1.53 Hold
01/18/17 Religare CapitaCommercial 1.565 1.46 Hold
01/19/17 Credit Suisse CapitaCommercial 1.565 1.51 Underperform
01/19/17 DBS Vickers CapitaCommercial 1.565 1.69 Buy DCF
01/19/17 DIR CapitaCommercial 1.565 1.35 Underperform DDM
01/19/17 UOB Kay Hian CapitaCommercial 1.565 1.75 Buy DDM
01/24/17 Phillip CapitaCommercial 1.565 1.63 Neutral DDM
02/09/17 Credit Suisse CapitaCommercial 1.54 1.51 Neutral
02/17/17 JP Morgan CapitaCommercial 1.535 1.65 Overweight
02/28/17 Deutsche CapitaCommercial 1.545 1.6 Hold
03/02/17 UOB Kay Hian CapitaCommercial 1.55 1.75 Buy
03/08/17 DBS Vickers CapitaCommercial 1.525 1.69 Buy DCF
03/10/17 DMG & Partners CapitaCommercial 1.525 1.68 Buy
03/24/17 Kim Eng CapitaCommercial 1.53 1.81 Buy Target yield 5%
04/07/17 DMG & Partners CapitaCommercial 1.56 1.68 Buy
04/11/17 UOB Kay Hian CapitaCommercial 1.57 1.75 Buy
04/18/17 DIR CapitaCommercial 1.61 1.35 Underperform
04/18/17 Kim Eng CapitaCommercial 1.61 1.81 Buy
04/19/17 OCBC CapitaCommercial 1.62 1.53 Hold
04/19/17 Religare CapitaCommercial 1.62 1.5 Hold
04/20/17 CIMB CapitaCommercial 1.63 1.55 Hold DDM
04/20/17 Credit Suisse CapitaCommercial 1.63 1.51 Neutral
04/20/17 DIR CapitaCommercial 1.63 1.38 Underperform DDM
04/20/17 DMG & Partners CapitaCommercial 1.63 1.68 Take Profit DDM
04/20/17 Lim & Tan CapitaCommercial 1.63 0 Hold
04/20/17 Phillip CapitaCommercial 1.63 1.63 Neutral DDM
05/02/17 DBS Vickers CapitaCommercial 1.625 1.69 Buy
05/03/17 CIMB CapitaCommercial 1.63 1.55 Hold DDM
05/03/17 Kim Eng CapitaCommercial 1.63 1.81 Buy Target yield 5%
05/03/17 Phillip CapitaCommercial 1.63 1.63 Neutral DDM
05/03/17 UOB Kay Hian CapitaCommercial 1.63 1.75 Buy
05/25/17 Deutsche CapitaCommercial 1.68 1.7 Hold
05/25/17 UOB Kay Hian CapitaCommercial 1.68 1.94 Buy
06/13/17 OCBC CapitaCommercial 1.645 1.69 Hold
06/22/17 Deutsche CapitaCommercial 1.64 1.7 Hold
06/23/17 UOB Kay Hian CapitaCommercial 1.65 1.9 Buy DDM
07/04/17 DBS Vickers CapitaCommercial 1.665 1.69 Buy
07/04/17 Lim & Tan CapitaCommercial 1.665 0 Hold
07/04/17 UOB Kay Hian CapitaCommercial 1.665 1.9 Buy DDM
07/05/17 DIR CapitaCommercial 1.675 1.36 Sell DDM
07/05/17 DMG & Partners CapitaCommercial 1.675 1.68 Take Profit DDM
07/11/17 Kim Eng CapitaCommercial 1.71 1.81 Buy
07/14/17 CIMB CapitaCommercial 1.67 1.68 Hold DDM
07/19/17 OCBC CapitaCommercial 1.69 1.69 Hold
07/20/17 DMG & Partners CapitaCommercial 1.725 1.69 Take Profit DDM
07/20/17 DIR CapitaCommercial 1.725 1.42 Sell DDM
07/20/17 Phillip CapitaCommercial 1.725 1.8 Accumulate DDM
07/20/17 Credit Suisse CapitaCommercial 1.725 1.54 Neutral
07/20/17 DBS Vickers CapitaCommercial 1.725 1.85 Buy DCF
07/25/17 UOB Kay Hian CapitaCommercial 1.755 1.9 Buy
07/31/17 UOB Kay Hian CapitaCommercial 1.73 1.75 Buy
08/01/17 DBS Vickers CapitaCommercial 1.72 1.85 Buy DCF
08/17/17 UOB Kay Hian CapitaCommercial 1.715 1.9 Buy
09/21/17 DMG & Partners CapitaCommercial 1.71 1.68 Take Profit
09/22/17 Kim Eng CapitaCommercial 1.695 1.81 Buy Target yield 5%
09/22/17 DIR CapitaCommercial 1.695 1.39 Sell DDM, Ex-rights 166-for-1000 at 1.363
09/22/17 UOB Kay Hian CapitaCommercial 1.695 1.9 Buy
09/22/17 Lim & Tan CapitaCommercial 1.695 0 Buy on weakness
09/22/17 Phillip CapitaCommercial 1.695 1.8 Accumulate DDM, PB1x
09/26/17 OCBC CapitaCommercial 1.7 1.65 Hold
10/09/17 Phillip CapitaCommercial 1.64 1.8 Accumulate DDM, PB1x
10/20/17 Kim Eng CapitaCommercial 1.66 1.77 Buy Target yield 5%
10/23/17 UOB Kay Hian CapitaCommercial 1.66 1.9 Buy DDM
10/23/17 Credit Suisse CapitaCommercial 1.66 1.49 Neutral
10/23/17 DMG & Partners CapitaCommercial 1.66 1.6 Take Profit DDM
10/23/17 OCBC CapitaCommercial 1.66 1.66 Hold DDM
10/23/17 CIMB CapitaCommercial 1.66 1.68 Hold DDM
10/23/17 DBS Vickers CapitaCommercial 1.66 1.8 Buy DCF
11/09/17 UOB Kay Hian CapitaCommercial 1.81 1.9 Buy

Cache Logistics - Stock calls


Date Analyst Company Last Target Call Valuation
01/05/16 UOB Kay Hian Cache Logistics 0.905 1.18 Buy
01/08/16 DBS Vickers Cache Logistics 0.895 1.05 Buy
01/21/16 phillip Cache Logistics 0.875 0.94 Neutral DDM, PB0.98x FY16
01/26/16 DBS Vickers Cache Logistics 0.87 0.96 Buy
01/26/16 OCBC Cache Logistics 0.87 0.9 Hold
01/27/16 Kim Eng Cache Logistics 0.875 0.93 Hold
01/27/16 phillip Cache Logistics 0.875 0.82 Reduce
02/02/16 DMG & Partners Cache Logistics 0.865 0.86 Neutral
03/07/16 CIMB Cache Logistics 0.86 0.91 Hold
03/09/16 phillip Cache Logistics 0.845 0.78 Reduce DDM
03/17/16 DMG & Partners Cache Logistics 0.835 0.86 Neutral
03/28/16 Kim Eng Cache Logistics 0.84 0.93 Hold
03/30/16 OCBC Cache Logistics 0.83 0.88 Buy
03/30/16 UOB Kay Hian Cache Logistics 0.83 1.18 Buy DDM
04/05/16 Kim Eng Cache Logistics 0.855 0.94 Buy Yield 9%
04/25/16 CIMB Cache Logistics 0.89 0.94 Hold DDM
04/25/16 DBS Vickers Cache Logistics 0.89 0.93 Buy
04/25/16 OCBC Cache Logistics 0.89 0.95 Buy DDM
04/25/16 phillip Cache Logistics 0.89 0.78 Reduce DDM
04/27/16 UOB Kay Hian Cache Logistics 0.89 1.18 Buy
05/17/16 Kim Eng Cache Logistics 0.865 0.94 Buy
06/01/16 CIMB Cache Logistics 0.865 0.94 Hold
06/01/16 DMG & Partners Cache Logistics 0.865 0.86 Neutral
06/01/16 Kim Eng Cache Logistics 0.865 0.94 Buy Yield 9%
07/04/16 DMG & Partners Cache Logistics 0.865 0.86 Neutral
07/18/16 phillip Cache Logistics 0.875 0.78 Reduce
07/18/16 UOB Kay Hian Cache Logistics 0.875 1.21 Buy DDM
07/21/16 CIMB Cache Logistics 0.875 0.88 Hold DDM
07/21/16 Kim Eng Cache Logistics 0.875 0.94 Buy
07/21/16 OCBC Cache Logistics 0.875 0.95 Buy
07/22/16 DBS Vickers Cache Logistics 0.88 0.93 Buy
07/25/16 phillip Cache Logistics 0.895 0.85 Neutral DDM
08/01/16 UOB Kay Hian Cache Logistics 0.865 1.21 Buy
08/16/16 DBS Vickers Cache Logistics 0.885 0.93 Buy
09/02/16 OCBC Cache Logistics 0.91 0.95 Buy
09/07/16 UOB Kay Hian Cache Logistics 0.92 1.12 Buy DDM
09/28/16 DBS Vickers Cache Logistics 0.93 0.93 Hold
09/29/16 CIMB Cache Logistics 0.91 0.8 Reduce DDM
09/29/16 phillip Cache Logistics 0.91 0.81 Reduce DDM
10/14/16 phillip Cache Logistics 0.875 0.81 Reduce DDM
10/24/16 CIMB Cache Logistics 0.88 0.8 Reduce DDM
10/25/16 DBS Vickers Cache Logistics 0.865 0.93 Hold
11/11/16 phillip Cache Logistics 0.825 0.81 Reduce
12/02/16 phillip Cache Logistics 0.815 0.81 Neutral DDM
12/05/16 DMG & Partners Cache Logistics 0.815 0.86 Neutral
12/06/16 Kim Eng Cache Logistics 0.82 0.94 Buy
12/09/16 UOB Kay Hian Cache Logistics 0.81 0.99 Buy
12/20/16 phillip Cache Logistics 0.815 0.78 Neutral DDM
01/09/17 DBS Vickers Cache Logistics 0.82 0.93 Hold
01/24/17 CIMB Cache Logistics 0.81 0.71 Reduce DDM
01/24/17 DMG & Partners Cache Logistics 0.81 0.86 Neutral
01/24/17 OCBC Cache Logistics 0.81 0.78 Hold
01/24/17 UOB Kay Hian Cache Logistics 0.81 0.95 Buy DDM
01/25/17 DBS Vickers Cache Logistics 0.82 0.77 Hold DCF
01/26/17 phillip Cache Logistics 0.815 0.73 Reduce DDM
02/20/17 phillip Cache Logistics 0.81 0.73 Reduce
02/23/17 DBS Vickers Cache Logistics 0.82 0.77 Hold
02/23/17 DMG & Partners Cache Logistics 0.82 0.86 Neutral
02/23/17 OCBC Cache Logistics 0.82 0.78 Hold
02/27/17 phillip Cache Logistics 0.82 0.74 Reduce DDM
02/28/17 OCBC Cache Logistics 0.815 0.79 Hold Buy @ $0.75 or below
03/07/17 UOB Kay Hian Cache Logistics 0.815 0.95 Buy
04/10/17 CIMB Cache Logistics 0.88 0.71 Reduce
04/11/17 UOB Kay Hian Cache Logistics 0.88 0.95 Buy
04/18/17 Kim Eng Cache Logistics 0.86 0.95 Hold DDM
04/21/17 CIMB Cache Logistics 0.87 0.82 Hold
04/21/17 OCBC Cache Logistics 0.87 0.79 Hold
04/21/17 phillip Cache Logistics 0.87 0.75 Reduce DDM, PB0.98x FY17
04/24/17 DBS Vickers Cache Logistics 0.885 0.77 Hold
04/24/17 DMG & Partners Cache Logistics 0.885 0.86 Neutral DDM
05/08/17 phillip Cache Logistics 0.88 0.75 Reduce
05/25/17 UOB Kay Hian Cache Logistics 0.89 0.96 Hold
06/22/17 Kim Eng Cache Logistics 0.905 0.95 Hold
07/03/17 Kim Eng Cache Logistics 0.92 0.95 Hold DDM
07/12/17 DMG & Partners Cache Logistics 0.935 0.86 Neutral
07/24/17 CIMB Cache Logistics 0.94 0.84 Reduce DDM
07/24/17 phillip Cache Logistics 0.94 0.86 Neutral DDM, PB1.12x FY17
07/24/17 OCBC Cache Logistics 0.94 0.82 Sell
07/24/17 Religare Cache Logistics 0.94 0.95 Buy
07/27/17 DBS Vickers Cache Logistics 0.91 0.82 Hold
09/06/17 CIMB Cache Logistics 0.855 0.76 Reduce DDM
09/06/17 OCBC Cache Logistics 0.855 0.81 Hold Ex-right $0.78 (18 for 100 @ $0.632)
09/12/17 phillip Cache Logistics 0.825 0.82 Neutral DDM, PB1.09x FY17
09/21/17 DMG & Partners Cache Logistics 0.815 0.86 Neutral DDM
10/25/17 Kim Eng Cache Logistics 0.84 0.85 Hold
10/25/17 phillip Cache Logistics 0.84 0.82 Neutral DDM, PB1.1x FY17
10/25/17 DMG & Partners Cache Logistics 0.84 0.84 Neutral DDM
10/25/17 CIMB Cache Logistics 0.84 0.77 Hold DDM
10/26/17 OCBC Cache Logistics 0.845 0.78 Hold
10/26/17 DBS Vickers Cache Logistics 0.845 0.83 Hold
11/01/17 phillip Cache Logistics 0.82 0.82 Neutral DDM
11/01/17 DBS Vickers Cache Logistics 0.82 0.83 Hold
11/02/17 OCBC Cache Logistics 0.84 0.81 Hold

Stock calls for 27 November 2017


Date Analyst Company Last Target Call Valuation
11/27/17 DBS Vickers Ascendas India Trust 1.13 1.25 Buy DDM
11/27/17 Macquarie Capitaland 3.57 4.5 Outperform
11/27/17 DBS Vickers City Developments 12.24 14.03 Buy RNAV, PB1.2x
11/27/17 Macquarie City Developments 12.24 14.05 Outperform
11/27/17 DBS Vickers Cityneon 1.04 1.45 Buy
11/27/17 phillip DBS 25.1 29.3 Buy GGM, PB1.51x FY18
11/27/17 DBS Vickers Jumbo 0.58 0.61 Hold PER23x FY18
11/27/17 Lim & Tan Jumbo 0.58 0 Neutral
11/27/17 CIMB Thai Beverage 0.97 1.15 Add Sum of parts, PER24.8x FY18
11/27/17 Phillip Thai Beverage 0.97 1.18 Buy Sum of parts, PER24.2x FY18
11/27/17 UOB Kay Hian Thai Beverage 0.97 1.11 Buy Sum of parts
11/27/17 OCBC Thai Beverage 0.97 1.07 Buy Sum of parts
11/27/17 CIMB Thai Beverage 0.97 1.15 Add
11/27/17 NRA Trendlines 0.143 0.225 Overweight RNAV (20% discount)

Singapore is starting to lose its financial hub status.

https://www.bloomberg.com/news/articles/2017-11-26/singapore-getting-snubbed-as-china-rules-asia-dollar-bond-market

More bond issuers are bypassing Singapore as they go to Hong Kong to issue their bonds.  This is not a good news for Singapore as our financial pie will keep shrinking, leaving investors with fewer investment varieties.  Consequently, this will force fixed income investors to seek better yield returns outside of Singapore and cause a shortage of liquidity in our local financial market.  With the low liquidity, the cost of financing will have to rise to attract these investors to invest locally.  Therefore, it will become a vicious cycle in the end.

The USA is begging for a war with North Korea.

https://sg.news.yahoo.com/russia-u-wants-provoke-north-042837267.html

We did report this in our 2 previous postings below in September.

https://sg-stock.blogspot.sg/2017/09/the-usa-is-just-setting-motion-for-war.html

https://sg-stock.blogspot.sg/2017/09/the-usa-is-begging-for-war-with-north.html

Therefore, it is not surprising that the Russian also reaches the same conclusion as it's pretty obvious to see through the USA's motive.

Travel alert to Bali again!

https://sg.news.yahoo.com/thousands-tourists-stranded-bali-airport-011632420.html

This volcano is erupting again!

Bali airport is closed for now.

We posted this before in our previous posting.

https://sg-stock.blogspot.sg/2017/09/travel-alert-to-bali.html

Saturday, November 25, 2017

Baltic dry index - 1458

Today, Friday, November 24 2017, the Baltic Dry Index climbed by 13 points, reaching 1458 points.
Baltic Dry Index is compiled by the London-based Baltic Exchange and covers prices for transported cargo such as coal, grain and iron ore. The index is based on a daily survey of agents all over the world. Baltic Dry hit a temporary peak on May 20, 2008, when the index hit 11,793. The lowest level ever reached was on Wednesday the 10th of February 2016, when the index dropped to 290 points.
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Related stocks: Sembcorp Marine, Cosco & Pan Ocean.

US rig count - 923

HOUSTON (AP) — The number of rigs exploring for oil and natural gas in the U.S. increased by eight this week to 923.
That’s up from the 593 rigs that were active a year ago.
Houston oilfield services company Baker Hughes said Wednesday that 747 rigs sought oil and 176 explored for natural gas this week. The weekly tabulation, normally released on Friday, was distributed early this week because of the Thanksgiving holiday.
Among major oil- and gas-producing states, Wyoming gained four rigs while Colorado, Louisiana, New Mexico and Texas were up one apiece.
Utah declined by one.
Alaska, Arkansas, California, North Dakota, Ohio, Oklahoma, Pennsylvania and West Virginia were unchanged.
The U.S. rig count peaked at 4,530 in 1981. It bottomed out in May of 2016 at 404.
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Related stocks: Keppel Corp, Sembcorp Marine & Cosco

Friday, November 24, 2017

Bund Centre - Stock calls


Date Analyst Company Last Target Call Valuation
05/19/16 DMG & Partners Bund Centre 0.803 1.11 Buy RNAV (60% discount)
04/11/17 DMG & Partners Bund Centre 0.78 1.04 Buy RNAV (60% discount)