https://qz.com/1151129/south-koreans-are-not-cool-with-how-americans-and-chinese-are-being-reassured-over-north-korea/
The South Korea has awakened to the harsh reality now that it is the only country that will die millions of people in the event of a Korean Peninsula war.
Well, this is the repercussion for getting the USA involved in dealing with NK and installing THAAD.
http://sg-stock.blogspot.sg/2017/11/us-warns-north-korean-that-it-would-be.html
Friday, December 8, 2017
Courts Asia - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/15/16 | CIMB | CourtsAsia | 0.315 | 0.42 | Add | PER9.6x CY16 |
03/24/16 | DBS Vickers | CourtsAsia | 0.315 | 0.44 | Buy | |
05/30/16 | CIMB | CourtsAsia | 0.325 | 0.49 | Add | PER9.6x CY17 |
05/30/16 | DBS Vickers | CourtsAsia | 0.325 | 0.45 | Buy | |
08/15/16 | CIMB | CourtsAsia | 0.42 | 0.5 | Add | PER9.6x CY17 |
08/15/16 | DBS Vickers | CourtsAsia | 0.42 | 0.45 | Buy | PER10x FY17 |
09/19/16 | CIMB | CourtsAsia | 0.41 | 0.53 | Add | PER10.2x CY17 |
11/10/16 | CIMB | CourtsAsia | 0.44 | 0.6 | Add | PER10.2x CY18 |
11/11/16 | DBS Vickers | CourtsAsia | 0.45 | 0.5 | Buy | PER10x FY17/18 |
12/09/16 | DBS Vickers | CourtsAsia | 0.45 | 0.5 | Buy | |
02/08/17 | DBS Vickers | CourtsAsia | 0.435 | 0.51 | Buy | PER10x FY17/18 |
06/30/17 | CIMB | CourtsAsia | 0.43 | 0.6 | Add | PER10.2x CY18 |
06/30/17 | DBS Vickers | CourtsAsia | 0.43 | 0.5 | Buy | |
08/14/17 | DBS Vickers | CourtsAsia | 0.425 | 0.49 | Buy | PER10x FY18 |
11/13/17 | DBS Vickers | CourtsAsia | 0.345 | 0.36 | Hold | PER10x FY19 |
Cosco - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/26/16 | Deutsche | Cosco | 0.335 | 0.36 | Hold | |
02/16/16 | Credit Suisse | Cosco | 0.32 | 0.25 | Underperform | PB0.7x FY15 |
02/17/16 | DBS Vickers | Cosco | 0.305 | 0.24 | Fully Valued | |
03/07/16 | UOB Kay Hian | Cosco | 0.36 | 0.36 | Sell | |
03/17/16 | DIR | Cosco | 0.38 | 0.3 | Sell | |
04/20/16 | DBS Vickers | Cosco | 0.35 | 0.24 | Fully Valued | |
05/09/16 | DBS Vickers | Cosco | 0.33 | 0.3 | Hold | PB1x FY16 |
05/20/16 | UOB Kay Hian | Cosco | 0.325 | 0.36 | Sell | |
07/15/16 | DIR | Cosco | 0.31 | 0.26 | Sell | |
08/08/16 | Credit Suisse | Cosco | 0.275 | 0.25 | Underperform | |
08/10/16 | DBS Vickers | Cosco | 0.265 | 0.3 | Hold | |
11/15/16 | DBS Vickers | Cosco | 0.26 | 0.27 | Hold | PB1x FY16 |
02/27/17 | DBS Vickers | Cosco | 0.28 | 0.27 | Hold | PB1.8x FY16 |
05/08/17 | DBS Vickers | Cosco | 0.285 | 0.27 | Hold | PB1.2x |
07/21/17 | DBS Vickers | Cosco | 0.31 | 0.27 | Hold | |
08/08/17 | DBS Vickers | Cosco | 0.3 | 0.27 | Hold | PB1.2x |
11/07/17 | DBS Vickers | Cosco | 0.355 | 0.33 | Hold | PB1.4x |
Stock calls for 8 December 2017
Date | Analyst | Company | Last | Target | Call | Valuation |
12/08/17 | Lim & Tan | Capitaland | 3.44 | 0 | Buy | |
12/08/17 | CIMB | Cogent | 1.01 | 1.02 | Accept Offer | Offer $1.02 |
12/08/17 | phillip | DBS | 24.24 | 29.3 | Buy | |
12/08/17 | UOB Kay Hian | Keppel Corp | 7.49 | 8.98 | Buy | Sum of parts |
12/08/17 | phillip | OCBC | 12.12 | 13.48 | Buy | |
12/08/17 | phillip | UOB | 25.63 | 25.22 | Accumulate |
Latest update on KL-SG HSR.
http://www.worldnews.easybranches.com/regions/asia/kl-singapore-high-speed-rail-to-run-4-trains-per-hour-513787
The interval time has been extended to 30 minutes per train now.
https://sg-stock.blogspot.sg/2017/10/kl-sg-hsr-ticket-price-will-be-around.html
The interval time has been extended to 30 minutes per train now.
https://sg-stock.blogspot.sg/2017/10/kl-sg-hsr-ticket-price-will-be-around.html
Iphone X has bad review and its sales will be affected.
https://www.macrumors.com/2017/12/05/iphone-x-consumer-reports-ranking-below-iphone-8/
Apple cannot rely on its flagship iphone X to boost its share price anymore because iphone X has a bad review which puts it below iphone 8. Iphone 8 sales figures are not great and we can infer this on iphone X sales too.
Apple cannot rely on its flagship iphone X to boost its share price anymore because iphone X has a bad review which puts it below iphone 8. Iphone 8 sales figures are not great and we can infer this on iphone X sales too.
South Korea to ban Bitcoin derivatives.
https://sg.finance.yahoo.com/news/report-bitcoin-derivatives-banned-south-030158584.html
South Korea will ban Bitcoin derivatives such as bitcoin futures, options, etc.
This is not surprising as we've stated in our previous post that SK will take further action against bitcoins.
https://sg-stock.blogspot.sg/2017/11/south-korea-will-take-further-action.html
South Korea will ban Bitcoin derivatives such as bitcoin futures, options, etc.
This is not surprising as we've stated in our previous post that SK will take further action against bitcoins.
https://sg-stock.blogspot.sg/2017/11/south-korea-will-take-further-action.html
Thursday, December 7, 2017
Comfortdelgro - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/04/16 | DIR | Comfortdelgro | 3.05 | 3.55 | Buy | DCF |
01/05/16 | OCBC | Comfortdelgro | 3 | 3.4 | Buy | DDM |
01/06/16 | UOB Kay Hian | Comfortdelgro | 3.04 | 3.3 | Buy | DCF |
01/26/16 | Deutsche | Comfortdelgro | 2.84 | 3.88 | Buy | |
02/10/16 | CIMB | Comfortdelgro | 2.86 | 3.27 | Add | DCF |
02/11/16 | UOB Kay Hian | Comfortdelgro | 2.83 | 3.3 | Buy | DCF, PB2.3x FY16 |
02/15/16 | Deutsche | Comfortdelgro | 2.79 | 3.88 | Buy | |
02/15/16 | DIR | Comfortdelgro | 2.79 | 3.38 | Buy | DCF |
02/15/16 | DMG & Partners | Comfortdelgro | 2.79 | 3.6 | Buy | DCF |
02/15/16 | Kim Eng | Comfortdelgro | 2.79 | 2.8 | Hold | PER17x FY16 |
02/15/16 | Lim & Tan | Comfortdelgro | 2.79 | 0 | Buy | |
02/15/16 | OCBC | Comfortdelgro | 2.79 | 3.4 | Buy | DDM |
02/15/16 | phillip | Comfortdelgro | 2.79 | 3.21 | Accumulate | DCF |
02/15/16 | UBS | Comfortdelgro | 2.79 | 3.57 | Buy | |
02/15/16 | UOB Kay Hian | Comfortdelgro | 2.79 | 3.16 | Buy | DCF |
02/16/16 | DBS Vickers | Comfortdelgro | 2.87 | 3.24 | Buy | |
03/03/16 | Credit Suisse | Comfortdelgro | 3.01 | 3.7 | Outperform | |
03/03/16 | Deutsche | Comfortdelgro | 3.01 | 3.51 | Buy | |
03/09/16 | OCBC | Comfortdelgro | 2.95 | 3.4 | Buy | |
03/21/16 | DIR | Comfortdelgro | 2.97 | 3.59 | Buy | DCF |
03/28/16 | Kim Eng | Comfortdelgro | 2.96 | 2.8 | Hold | PER17x FY16 |
04/07/16 | DIR | Comfortdelgro | 2.85 | 3.59 | Buy | DCF |
04/11/16 | UOB Kay Hian | Comfortdelgro | 2.87 | 3.16 | Buy | DCF |
04/13/16 | CIMB | Comfortdelgro | 2.81 | 3.27 | Add | |
04/13/16 | Credit Suisse | Comfortdelgro | 2.81 | 3.7 | Outperform | |
04/13/16 | DMG & Partners | Comfortdelgro | 2.81 | 3.6 | Buy | DCF |
04/13/16 | OCBC | Comfortdelgro | 2.81 | 3.4 | Buy | |
04/13/16 | phillip | Comfortdelgro | 2.81 | 3.21 | Accumulate | |
04/29/16 | Deutsche | Comfortdelgro | 2.85 | 3.51 | Buy | DCF |
05/13/16 | CIMB | Comfortdelgro | 2.77 | 3.27 | Add | DCF CY16 |
05/13/16 | DBS Vickers | Comfortdelgro | 2.77 | 3.23 | Buy | |
05/13/16 | DIR | Comfortdelgro | 2.77 | 3.59 | Buy | DCF |
05/13/16 | DMG & Partners | Comfortdelgro | 2.77 | 3.4 | Buy | DCF |
05/13/16 | OCBC | Comfortdelgro | 2.77 | 3.4 | Buy | |
05/13/16 | phillip | Comfortdelgro | 2.77 | 3.21 | Accumulate | DCF |
05/13/16 | UOB Kay Hian | Comfortdelgro | 2.77 | 3.16 | Buy | DCF |
06/02/16 | DIR | Comfortdelgro | 2.7 | 3.59 | Buy | DCF |
06/08/16 | DMG & Partners | Comfortdelgro | 2.74 | 3.4 | Buy | |
06/08/16 | OCBC | Comfortdelgro | 2.74 | 3.4 | Buy | DDM |
06/10/16 | Deutsche | Comfortdelgro | 2.73 | 3.51 | Buy | |
06/21/16 | UOB Kay Hian | Comfortdelgro | 2.73 | 3.16 | Buy | DCF |
06/27/16 | DMG & Partners | Comfortdelgro | 2.67 | 3.25 | Buy | DCF |
06/27/16 | phillip | Comfortdelgro | 2.67 | 3.21 | Buy | DCF |
07/01/16 | UOB Kay Hian | Comfortdelgro | 2.75 | 3.16 | Buy | DCF |
07/19/16 | Credit Suisse | Comfortdelgro | 2.9 | 3.53 | Outperform | DCF |
07/21/16 | CIMB | Comfortdelgro | 2.94 | 2.91 | Hold | DCF |
07/21/16 | DIR | Comfortdelgro | 2.94 | 3.59 | Buy | DCF |
07/21/16 | Kim Eng | Comfortdelgro | 2.94 | 2.8 | Hold | |
07/27/16 | OCBC | Comfortdelgro | 2.82 | 3.21 | Hold | DCF |
07/27/16 | UBS | Comfortdelgro | 2.82 | 3.37 | Buy | |
08/15/16 | CIMB | Comfortdelgro | 2.86 | 2.91 | Hold | DCF |
08/15/16 | Citigroup | Comfortdelgro | 2.86 | 3.22 | Buy | |
08/15/16 | DBS Vickers | Comfortdelgro | 2.86 | 3.17 | Buy | DCF & PER19x FY17 |
08/15/16 | Deutsche | Comfortdelgro | 2.86 | 3.3 | Buy | |
08/15/16 | DIR | Comfortdelgro | 2.86 | 3.54 | Buy | DCF |
08/15/16 | DMG & Partners | Comfortdelgro | 2.86 | 3.25 | Buy | |
08/15/16 | OCBC | Comfortdelgro | 2.86 | 3.21 | Buy | |
08/15/16 | phillip | Comfortdelgro | 2.86 | 3.21 | Accumulate | DCF, PER22.9x FY16 |
08/15/16 | UBS | Comfortdelgro | 2.86 | 3.27 | Buy | |
08/15/16 | UOB Kay Hian | Comfortdelgro | 2.86 | 3.22 | Buy | DCF |
09/01/16 | Credit Suisse | Comfortdelgro | 2.83 | 3.6 | Outperform | |
09/01/16 | DIR | Comfortdelgro | 2.83 | 3.54 | Buy | |
09/20/16 | UOB Kay Hian | Comfortdelgro | 2.79 | 3.11 | Buy | PER17.9x FY17 |
09/20/16 | Nomura | Comfortdelgro | 2.79 | 3.03 | Neutral | Cut from $3.47 |
10/04/16 | OCBC | Comfortdelgro | 2.85 | 3.1 | Buy | DCF |
10/07/16 | DIR | Comfortdelgro | 2.82 | 3.54 | Buy | DCF |
10/14/16 | Credit Suisse | Comfortdelgro | 2.74 | 3.6 | Outperform | |
10/28/16 | Deutsche | Comfortdelgro | 2.67 | 3 | Buy | |
10/28/16 | OCBC | Comfortdelgro | 2.67 | 3.09 | Buy | DCF |
10/28/16 | phillip | Comfortdelgro | 2.67 | 3.19 | Accumulate | DCF, PER22.8x FY16 |
11/01/16 | DBS Vickers | Comfortdelgro | 2.54 | 3.17 | Buy | |
11/10/16 | Credit Suisse | Comfortdelgro | 2.45 | 3.6 | Outperform | |
11/14/16 | CIMB | Comfortdelgro | 2.46 | 2.86 | Add | DCF CY17 |
11/14/16 | DIR | Comfortdelgro | 2.46 | 3.64 | Buy | DCF |
11/14/16 | Kim Eng | Comfortdelgro | 2.46 | 2.63 | Hold | PER17x FY17 |
11/14/16 | Lim & Tan | Comfortdelgro | 2.46 | 0 | Buy | |
11/14/16 | OCBC | Comfortdelgro | 2.46 | 3.08 | Buy | DCF |
11/14/16 | phillip | Comfortdelgro | 2.46 | 2.92 | Buy | DCF, PER19.7x FY16 |
11/14/16 | UBS | Comfortdelgro | 2.46 | 3.28 | Buy | |
11/14/16 | UOB Kay Hian | Comfortdelgro | 2.46 | 2.9 | Buy | PER17.9x FY17 |
11/15/16 | DBS Vickers | Comfortdelgro | 2.41 | 3.09 | Buy | DCF |
11/17/16 | DMG & Partners | Comfortdelgro | 2.44 | 3.19 | Buy | |
12/06/16 | CIMB | Comfortdelgro | 2.58 | 2.86 | Add | DCF |
12/07/16 | Deutsche | Comfortdelgro | 2.61 | 3 | Buy | |
12/08/16 | Citigroup | Comfortdelgro | 2.59 | 3.22 | Buy | |
12/15/16 | DBS Vickers | Comfortdelgro | 2.58 | 3.09 | Buy | DCF |
12/22/16 | CIMB | Comfortdelgro | 2.55 | 3.24 | Buy | |
12/22/16 | Deutsche | Comfortdelgro | 2.55 | 3.1 | Buy | |
12/22/16 | DIR | Comfortdelgro | 2.55 | 3.67 | Buy | DCF |
12/22/16 | DMG & Partners | Comfortdelgro | 2.55 | 2.91 | Buy | |
01/03/17 | CIMB | Comfortdelgro | 2.47 | 2.91 | Add | DCF CY17 |
01/03/17 | DMG & Partners | Comfortdelgro | 2.47 | 3.24 | Buy | DCF |
01/04/17 | OCBC | Comfortdelgro | 2.5 | 2.95 | Buy | DCF |
01/05/17 | Credit Suisse | Comfortdelgro | 2.51 | 3.6 | Outperform | |
01/06/17 | UBS | Comfortdelgro | 2.53 | 3.43 | Buy | |
01/12/17 | DIR | Comfortdelgro | 2.53 | 3.67 | Buy | DCF |
02/06/17 | Credit Suisse | Comfortdelgro | 2.37 | 3.6 | Outperform | |
02/13/17 | CIMB | Comfortdelgro | 2.51 | 2.91 | Add | DCF |
02/13/17 | Credit Suisse | Comfortdelgro | 2.51 | 3.35 | Outperform | |
02/13/17 | DBS Vickers | Comfortdelgro | 2.51 | 2.94 | Buy | DCF & PER |
02/13/17 | DIR | Comfortdelgro | 2.51 | 3.51 | Buy | DCF |
02/13/17 | DMG & Partners | Comfortdelgro | 2.51 | 3 | Buy | DCF |
02/13/17 | OCBC | Comfortdelgro | 2.51 | 2.95 | Buy | |
02/13/17 | phillip | Comfortdelgro | 2.51 | 2.94 | Accumulate | DCF, PER19.8x FY17 |
02/13/17 | UOB Kay Hian | Comfortdelgro | 2.51 | 2.47 | Hold | PER16.5x, Buy @ $2.20 |
03/06/17 | Credit Suisse | Comfortdelgro | 2.51 | 3.35 | Outperform | |
03/06/17 | Nomura | Comfortdelgro | 2.51 | 2.56 | Neutral | |
03/17/17 | DBS Vickers | Comfortdelgro | 2.53 | 2.94 | Buy | |
03/27/17 | OCBC | Comfortdelgro | 2.52 | 2.95 | Buy | |
03/30/17 | UOB Kay Hian | Comfortdelgro | 2.6 | 2.47 | Hold | PER16.5x, Buy @ $2.35 |
04/04/17 | OCBC | Comfortdelgro | 2.58 | 2.95 | Buy | |
04/07/17 | Credit Suisse | Comfortdelgro | 2.63 | 3.35 | Outperform | |
04/12/17 | DIR | Comfortdelgro | 2.63 | 3.51 | Buy | DCF |
04/19/17 | Deutsche | Comfortdelgro | 2.66 | 2.9 | Buy | |
04/20/17 | DBS Vickers | Comfortdelgro | 2.61 | 2.94 | Buy | |
04/20/17 | OCBC | Comfortdelgro | 2.61 | 2.95 | Buy | |
04/21/17 | DIR | Comfortdelgro | 2.66 | 3.54 | Buy | DCF |
05/12/17 | DMG & Partners | Comfortdelgro | 2.72 | 3 | Buy | DCF |
05/15/17 | CIMB | Comfortdelgro | 2.69 | 2.78 | Hold | DCF FY17 |
05/15/17 | Credit Suisse | Comfortdelgro | 2.69 | 3.35 | Outperform | |
05/15/17 | DBS Vickers | Comfortdelgro | 2.69 | 2.78 | Hold | DCF & PER15x FY17/18 |
05/15/17 | DIR | Comfortdelgro | 2.69 | 3.49 | Buy | DCF |
05/15/17 | OCBC | Comfortdelgro | 2.69 | 2.88 | Buy | |
05/15/17 | phillip | Comfortdelgro | 2.69 | 3.02 | Accumulate | DCF, PER23.4x FY17 |
06/09/17 | Deutsche | Comfortdelgro | 2.4 | 2.9 | Buy | DCF |
06/09/17 | Kim Eng | Comfortdelgro | 2.4 | 2.64 | Hold | PER17x FY17 |
06/27/17 | UOB Kay Hian | Comfortdelgro | 2.37 | 2.37 | Hold | PER16.7x, Buy @ $2.20 |
07/04/17 | DMG & Partners | Comfortdelgro | 2.3 | 3 | Buy | |
07/04/17 | Nomura | Comfortdelgro | 2.3 | 1.98 | Reduce | |
07/13/17 | DIR | Comfortdelgro | 2.28 | 3.49 | Buy | DCF |
08/14/17 | phillip | Comfortdelgro | 2.31 | 2.78 | Buy | DCF, PER20.6x FY17 |
08/14/17 | DIR | Comfortdelgro | 2.31 | 3.36 | Buy | DCF |
08/14/17 | UOB Kay Hian | Comfortdelgro | 2.31 | 2.37 | Hold | PER16.6x, Buy @ $2.20 |
08/14/17 | Credit Suisse | Comfortdelgro | 2.31 | 3.2 | Outperform | |
08/14/17 | DMG & Partners | Comfortdelgro | 2.31 | 2.6 | Buy | DCF |
08/14/17 | OCBC | Comfortdelgro | 2.31 | 2.7 | Buy | |
08/14/17 | CIMB | Comfortdelgro | 2.31 | 2.46 | Hold | DCF |
08/14/17 | Kim Eng | Comfortdelgro | 2.31 | 2.25 | Hold | PER16x FY17 |
08/15/17 | DBS Vickers | Comfortdelgro | 2.3 | 2.33 | Hold | DCF, PER13x FY18 |
08/24/17 | UOB Kay Hian | Comfortdelgro | 2.36 | 2.37 | Hold | PER16.6x, Buy @ $2.25 |
09/06/17 | DIR | Comfortdelgro | 2.21 | 3.19 | Buy | DCF |
09/15/17 | Nomura | Comfortdelgro | 2.18 | 1.98 | Reduce | PER13x FY18 |
09/19/17 | DBS Vickers | Comfortdelgro | 2.07 | 2.33 | Hold | DCF, PER13x FY18 |
09/20/17 | DIR | Comfortdelgro | 2.01 | 2.09 | Hold | DCF |
09/28/17 | CIMB | Comfortdelgro | 1.985 | 2.15 | Hold | DCF |
09/29/17 | UOB Kay Hian | Comfortdelgro | 2.04 | 2.34 | Buy | PER16.6x |
09/29/17 | Kim Eng | Comfortdelgro | 2.04 | 2.4 | Buy | DCF, PER16.3x FY18 |
10/04/17 | OCBC | Comfortdelgro | 2.04 | 2.12 | Hold | Buy @ $1.90 |
10/25/17 | CIMB | Comfortdelgro | 2.03 | 2.15 | Hold | DCF |
11/13/17 | phillip | Comfortdelgro | 2 | 2.69 | Buy | DCF |
11/13/17 | UOB Kay Hian | Comfortdelgro | 2 | 2.25 | Buy | PER16.6x FY18 |
11/13/17 | DBS Vickers | Comfortdelgro | 2 | 2.18 | Hold | DCF & PER15.3x FY17/18 |
11/13/17 | Kim Eng | Comfortdelgro | 2 | 2.4 | Buy | DCF, PER16x FY18 |
11/13/17 | OCBC | Comfortdelgro | 2 | 2.05 | Hold | Buy @ $1.90 or below |
11/13/17 | CIMB | Comfortdelgro | 2 | 2.15 | Hold | DCF |
11/13/17 | Lim & Tan | Comfortdelgro | 2 | 0 | Hold | |
11/13/17 | Credit Suisse | Comfortdelgro | 2 | 3.1 | Outperform | |
11/14/17 | DMG & Partners | Comfortdelgro | 2.1 | 2 | Neutral | DCF, PER14.5x FY18 |
Cogent - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/02/16 | phillip | Cogent | 0.435 | 0.54 | Buy | DDM |
03/02/16 | phillip | Cogent | 0.46 | 0.64 | Buy | DDM, PER10.8x FY16 |
05/16/16 | phillip | Cogent | 0.495 | 0.7 | Buy | DDM, PER10.4x FY16 |
07/27/16 | phillip | Cogent | 0.67 | 0.7 | Accumulate | DDM |
08/16/16 | phillip | Cogent | 0.69 | 0.74 | Accumulate | DDM, PER10.5x |
09/13/16 | phillip | Cogent | 0.825 | 1.11 | Buy | DDM, PER15.3x |
10/21/16 | phillip | Cogent | 0.76 | 1.11 | Buy | DDM, PER15.6x |
11/14/16 | phillip | Cogent | 0.695 | 1.11 | Buy | DDM |
02/28/17 | phillip | Cogent | 0.79 | 1.08 | Buy | DCF, PER17x FY17 |
05/02/17 | phillip | Cogent | 0.81 | 1.08 | Buy | DCF, PER17x FY17 |
05/15/17 | phillip | Cogent | 0.79 | 1.18 | Buy | DCF, PER18.6x FY17 |
08/14/17 | phillip | Cogent | 0.805 | 1.12 | Buy | DCF, PER16.5x FY17 |
09/14/17 | phillip | Cogent | 0.815 | 1.12 | Buy | DCF, PER16.5x FY17 |
11/06/17 | phillip | Cogent | 0.99 | 1.12 | Reject Offer | DCF, Offer $1.02 |
Stock calls for 7 December 2017
Date | Analyst | Company | Last | Target | Call | Valuation |
12/07/17 | Lim & Tan | City Developments | 11.78 | 0 | Buy | |
12/07/17 | Kim Eng | Guocoland | 2.09 | 2.95 | Buy | RNAV (20% discount) |
12/07/17 | UOB Kay Hian | Kimly | 0.355 | 0.45 | Buy | DCF, PER22.8x FY18 |
12/07/17 | OCBC | Roxy-Pacific | 0.54 | 0.6 | Buy |
Noble Group's bankruptcy alert.
https://www.bloomberg.com/news/articles/2017-12-07/noble-group-faces-key-deadlines-as-threat-of-default-lingers?utm_source=yahoo&utm_medium=bd&utm_campaign=headline&cmpId=yhoo.headline&yptr=yahoo
Noble Group's default threat looms. If Noble cannot extend its USD$1.1b credit facility in December, it will go into default mode as it has USD$3.5b debt to pay.
Noble has just lost DBS support. If the next bank refuses to grant the credit facility extension, the game is over for Noble.
Noble Group's default threat looms. If Noble cannot extend its USD$1.1b credit facility in December, it will go into default mode as it has USD$3.5b debt to pay.
Noble has just lost DBS support. If the next bank refuses to grant the credit facility extension, the game is over for Noble.
Wednesday, December 6, 2017
China is prepping its border citizens for nuclear war.
https://sg.news.yahoo.com/chinese-state-media-tells-readers-survive-nuclear-attack-053608705.html
China is educating its border citizens on nuclear attack survival skills. This means that China sees a possibility of a nuclear war when US launches an attack against NK and NK will retaliate with nuclear missiles at Seoul & Tokyo.
If the USA cannot exterminate NK completely in the first strike, SK and Japan will suffer.
China is educating its border citizens on nuclear attack survival skills. This means that China sees a possibility of a nuclear war when US launches an attack against NK and NK will retaliate with nuclear missiles at Seoul & Tokyo.
If the USA cannot exterminate NK completely in the first strike, SK and Japan will suffer.
CNMC - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/01/16 | NRA | CNMC | 0.22 | 0.445 | Overweight | |
04/11/16 | NRA | CNMC | 0.215 | 0.425 | Overweight | FCFE |
05/16/16 | NRA | CNMC | 0.265 | 0.43 | Overweight | |
06/21/16 | Amfraserss | CNMC | 0.335 | 0.48 | Strong Buy | PER9.3x |
06/29/16 | Amfraserss | CNMC | 0.38 | 0.51 | Buy | PER9.3x |
06/30/16 | NRA | CNMC | 0.405 | 0.43 | Overweight | |
07/26/16 | NRA | CNMC | 0.44 | 0.43 | Overweight | |
07/27/16 | Amfraserss | CNMC | 0.495 | 0.51 | Buy | |
08/12/16 | Amfraserss | CNMC | 0.545 | 0.64 | Buy | PER9.3x FY16/17 |
08/25/16 | Amfraserss | CNMC | 0.6 | 0.82 | Buy | |
09/15/16 | phillip | CNMC | 0.515 | 1.03 | Buy | DCF |
11/09/16 | Amfraserss | CNMC | 0.515 | 0.73 | Buy | PER13x FY16/17 |
11/09/16 | phillip | CNMC | 0.515 | 1.01 | Buy | DCF |
11/17/16 | DBS Vickers | CNMC | 0.45 | 0.65 | Buy | DCF & PER14x FY17 |
01/13/17 | DBS Vickers | CNMC | 0.45 | 0.65 | Buy | DCF & PER14x FY17 |
02/24/17 | phillip | CNMC | 0.41 | 0.68 | Buy | FCFE (DDM) |
02/27/17 | DBS Vickers | CNMC | 0.415 | 0.6 | Buy | DCF & PER14x FY17 |
05/17/17 | phillip | CNMC | 0.295 | 0.44 | Buy | DCF |
05/18/17 | DBS Vickers | CNMC | 0.32 | 0.31 | Hold | DCF & PER14x FY17 |
06/28/17 | NRA | CNMC | 0.26 | 0.38 | Overweight | FCFE |
07/26/17 | NRA | CNMC | 0.295 | 0.38 | Overweight | |
08/17/17 | phillip | CNMC | 0.27 | 0.29 | Neutral | DCF |
11/14/17 | phillip | CNMC | 0.28 | 0.3 | Neutral | DCF |
Cityneon - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
04/15/16 | UOB Kay Hian | Cityneon | 0.495 | 0.72 | Buy | PER11.5x FY17 |
05/25/16 | CIMB | Cityneon | 0.69 | 0.88 | Add | PER13.1x FY17 |
05/25/16 | UOB Kay Hian | Cityneon | 0.69 | 0.85 | Buy | Sum of parts, PER13.1x FY17 |
05/30/16 | DBS Vickers | Cityneon | 0.74 | 1.03 | Buy | PER15.2x FY17 |
06/15/16 | DBS Vickers | Cityneon | 0.81 | 1.05 | Buy | PER15.2x FY17 |
06/28/16 | UOB Kay Hian | Cityneon | 0.87 | 1.02 | Buy | Sum of parts, PER14.7x FY17 |
06/29/16 | DBS Vickers | Cityneon | 0.895 | 1.2 | Buy | PER15x FY17 |
07/14/16 | CIMB | Cityneon | 0.92 | 1.09 | Add | PER15.5x FY17 |
08/15/16 | CIMB | Cityneon | 1.005 | 1.19 | Add | PER15.5x FY17 |
08/15/16 | DBS Vickers | Cityneon | 1.005 | 1.37 | Buy | PER17x FY17 |
08/15/16 | UOB Kay Hian | Cityneon | 1.005 | 1.15 | Buy | |
10/14/16 | UOB Kay Hian | Cityneon | 0.9 | 1.15 | Buy | Sum of parts, PER15.7x FY17 |
11/18/16 | CIMB | Cityneon | 1.105 | 1.19 | Add | |
11/22/16 | DBS Vickers | Cityneon | 1.09 | 1.37 | Buy | PER17x FY17 |
12/06/16 | CIMB | Cityneon | 1.005 | 1.41 | Add | PER15x FY18 |
01/13/17 | DBS Vickers | Cityneon | 0.88 | 1.26 | Buy | |
02/24/17 | CIMB | Cityneon | 0.825 | 1.27 | Add | PER15x FY18 |
02/24/17 | DBS Vickers | Cityneon | 0.825 | 1.26 | Buy | PER17x FY17 |
04/10/17 | DBS Vickers | Cityneon | 0.905 | 1.26 | Buy | |
05/15/17 | DBS Vickers | Cityneon | 0.955 | 1.26 | Buy | |
05/16/17 | CIMB | Cityneon | 0.9 | 1.27 | Add | PER15x FY18 |
05/26/17 | UOB Kay Hian | Cityneon | 0.935 | 1.28 | Buy | Sum of parts, PER14.7x FY18 |
05/30/17 | DBS Vickers | Cityneon | 0.935 | 1.23 | Buy | |
06/01/17 | CIMB | Cityneon | 0.98 | 1.27 | Add | PER15x FY18 |
08/11/17 | UOB Kay Hian | Cityneon | 0.935 | 1.28 | Reject Offer | Sum of parts, offer price $0.90 |
08/16/17 | UOB Kay Hian | Cityneon | 0.935 | 1.28 | Buy | Sum of parts |
08/16/17 | CIMB | Cityneon | 0.935 | 1.27 | Add | PER15x FY18 |
09/04/17 | UOB Kay Hian | Cityneon | 0.99 | 1.5 | Buy | PER15.4x FY18 |
09/21/17 | DBS Vickers | Cityneon | 1.08 | 1.45 | Buy | PER14.4x FY18 |
11/09/17 | UOB Kay Hian | Cityneon | 1.14 | 1.5 | Buy | |
11/13/17 | Amfrasers | Cityneon | 1.095 | 1.38 | Buy | PER15.1x FY18 |
11/27/17 | DBS Vickers | Cityneon | 1.04 | 1.45 | Buy |
Stock calls for 6 December 2017
Date | Analyst | Company | Last | Target | Call | Valuation |
12/06/17 | DBS Vickers | APAC Realty | 0.865 | 1.12 | Buy | PER15x FY18 |
12/06/17 | phillip | Blackgold | 0.086 | 0.16 | Trading Buy | PER10x |
12/06/17 | DBS Vickers | Chip Eng Seng | 0.885 | 1.18 | Buy | Sum of parts, RNAV (45% discount) |
12/06/17 | UOB Kay Hian | Citic Envirotech | 0.725 | 1.1 | Buy | DCF |
12/06/17 | DBS Vickers | Genting | 1.35 | 1.51 | Buy | |
12/06/17 | phillip | Geo Energy | 0.26 | 0.44 | Buy | PER10x |
12/06/17 | UOB Kay Hian | GL | 0.87 | 1.185 | Buy | |
12/06/17 | DBS Vickers | Hi-P | 1.61 | 2.3 | Buy | |
12/06/17 | DBS Vickers | Hock Lian Seng | 0.455 | 0.58 | Not Rated | PER11x FY18 |
12/06/17 | DBS Vickers | Keong Hong | 0.595 | 0.75 | Not Rated | PER5.5x FY18 |
12/06/17 | DBS Vickers | Lian Beng | 0.715 | 0.85 | Not Rated | RNAV (50% discount) |
12/06/17 | Lim & Tan | Mapletree Logistics | 1.28 | 0 | Hold | |
12/06/17 | DBS Vickers | OUE Hospitality | 0.825 | 0.85 | Buy | |
12/06/17 | DBS Vickers | Pan-United | 0.545 | 0.51 | Fully Valued | Sum of parts |
12/06/17 | UOB Kay Hian | Singtel | 3.75 | 4.53 | Buy | |
12/06/17 | DBS Vickers | Sunningdale | 1.89 | 2.7 | Buy | |
12/06/17 | UOB Kay Hian | Thai Beverage | 0.955 | 1.11 | Buy | Sum of parts |
12/06/17 | DBS Vickers | Tiong Seng | 0.39 | 0.45 | Not Rated | PER6.6x FY18 & PB0.6x |
12/06/17 | DBS Vickers | UOL | 8.56 | 10.15 | Buy | |
12/06/17 | DBS Vickers | Venture | 20.54 | 26 | Buy |
What is Japan thinking! It wants to deny China market economy status in WTO but wants to help finance BRI.
https://sg.finance.yahoo.com/news/japan-help-finance-chinas-belt-road-projects-nikkei-011709748--finance.html
Japan wants to contain China economic growth and yet wants to derive economic benefits from China.
Japan wants to finance BRI because it can earn interest incomes but wants to deny China the market economy status in WTO.
How will you treat a scumbag like Japan if you're China?
Japan wants to contain China economic growth and yet wants to derive economic benefits from China.
Japan wants to finance BRI because it can earn interest incomes but wants to deny China the market economy status in WTO.
How will you treat a scumbag like Japan if you're China?
USA is out to create trouble in the Middle East again!
https://www.theguardian.com/world/2017/dec/06/trump-recognise-jerusalem-israel-capital-move-us-embassy-white-house
The USA wants to recognise Jerusalem as Israel capital and move the US embassy to the proclaimed capital.
This will definitely irk other islamic countries especially the Palestine. Some Middle Eastern countries have warned of violent social retaliations if the USA goes ahead with the recognition.
Is the USA trying to mend the relationship with Israel after the fiasco in UN last year?
http://sg-stock.blogspot.sg/2016/12/israel-is-aggressor-against-palestine.html
The USA wants to recognise Jerusalem as Israel capital and move the US embassy to the proclaimed capital.
This will definitely irk other islamic countries especially the Palestine. Some Middle Eastern countries have warned of violent social retaliations if the USA goes ahead with the recognition.
Is the USA trying to mend the relationship with Israel after the fiasco in UN last year?
http://sg-stock.blogspot.sg/2016/12/israel-is-aggressor-against-palestine.html
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