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Thursday, December 14, 2017

HSR poll result

Look like KL-SG HSR will become a white elephant as it is simply too expensive to operate.  Driving into Malaysia is still cheaper albeit time-consuming.  Our viewers have indicated that the time saved is not worth the money spent.

Wednesday, December 13, 2017

US softens its stance against North Korea after China and Russia conduct joint anti-missile exercises.

https://sg.news.yahoo.com/tillerson-softens-us-stance-possible-talks-nkorea-222702752.html

http://www.chinaeconomicreview.com/china-russia-conduct-joint-anti-missile-exercises

China and Russia have sent a strong message to the USA not to act unilaterally through the joint anti-missile exercises which can also be used to shoot down fighter planes flying in NK's sky.

The USA knows that it cannot defeat China & Russia in the Peninsular war.  Therefore, the USA softens its stance and is willing to resolve the issue through diplomatic talk now.

Del Monte - Stock calls


Date Analyst Company Last Target Call Valuation
03/14/16 DBS Vickers Del Monte 0.395 0.39 Hold
03/15/16 UOB Kay Hian Del Monte 0.325 0.46 Buy PER12x FY17
03/18/16 CIMB Del Monte 0.32 0.4 Add PER11.3x FY17
05/18/16 CIMB Del Monte 0.305 0.4 Add
06/30/16 DBS Vickers Del Monte 0.355 0.37 Hold
06/30/16 Lim & Tan Del Monte 0.355 0 Hold
06/30/16 UOB Kay Hian Del Monte 0.355 0.47 Buy PER11.6x FY18
07/04/16 CIMB Del Monte 0.34 0.38 Add PER11.3x CY17
09/13/16 CIMB Del Monte 0.355 0.38 Hold
09/13/16 DBS Vickers Del Monte 0.355 0.37 Hold
09/14/16 UOB Kay Hian Del Monte 0.345 0.41 Buy PER11.5x
12/07/16 DBS Vickers Del Monte 0.355 0.37 Hold PER12x FY17/18
12/07/16 UOB Kay Hian Del Monte 0.355 0.4 Hold PER11.3x FY17, Buy @ $0.34
12/09/16 CIMB Del Monte 0.335 0.36 Hold PER11.3x
03/13/17 DBS Vickers Del Monte 0.345 0.36 Hold PER12x FY18
03/14/17 Lim & Tan Del Monte 0.345 0 Neutral
03/15/17 CIMB Del Monte 0.345 0.35 Hold PER11.3x FY17
06/29/17 DBS Vickers Del Monte 0.34 0.36 Hold PER12x
07/04/17 DBS Vickers Del Monte 0.325 0.32 Hold PER15x FY18/19
09/08/17 Lim & Tan Del Monte 0.31 0 Hold

DBS Bank - Stock calls


Date Analyst Company Last Target Call Valuation
01/04/16 UOB Kay Hian DBS 16.69 22.34 Buy
01/05/16 CIMB DBS 16.28 19.58 Add GGM, PB1.16x CY16
01/08/16 DIR DBS 15.7 22.1 Buy
01/14/16 Macquarie DBS 14.93 16 Neutral PB, Buy @ $13.30 PB0.8x FY16
01/18/16 Deutsche DBS 14.46 19.8 Buy GGM, PB1.2x
01/18/16 DMG & Partners DBS 14.46 21.1 Buy GGM, PB1.26x FY16
01/18/16 Goldman Sachs DBS 14.46 18 Buy
01/29/16 Credit Suisse DBS 13.54 22 Outperform
01/29/16 JP Morgan DBS 13.54 18 Overweight
02/04/16 Nomura DBS 13.27 22.6 Buy
02/04/16 UOB Kay Hian DBS 13.27 17.8 Buy GGM, PB1.1x
02/11/16 UBS DBS 13.38 15.6 Buy PER8.4x FY16
02/22/16 Citigroup DBS 13.68 16.55 Buy
02/22/16 Deutsche DBS 13.68 19.8 Buy
02/22/16 Lim & Tan DBS 13.68 0 Buy
02/22/16 OCBC DBS 13.68 17.5 Buy PB0.9x
02/23/16 Amfrasers DBS 13.62 16.17 Buy
02/23/16 CIMB DBS 13.62 18.26 Add GGM, PB1.08x CY16
02/23/16 Credit Suisse DBS 13.62 17 Outperform
02/23/16 DIR DBS 13.62 19.7 Buy Warranted Equity Method
02/23/16 DMG & Partners DBS 13.62 16.7 Buy GGM, PB1x FY16
02/23/16 Jefferies DBS 13.62 11 Underperform
02/23/16 Kim Eng DBS 13.62 12.68 Sell PB0.75x FY16
02/23/16 UOB Kay Hian DBS 13.62 17.48 Buy GGM, PB1.06x
02/24/16 Macquarie DBS 13.69 16 Neutral
02/25/16 Goldman Sachs DBS 13.4 17.5 Buy
02/25/16 phillip DBS 13.4 15.35 Accumulate PB0.95x FY16
03/04/16 JP Morgan DBS 14.71 16 Overweight
03/07/16 DMG & Partners DBS 15.36 16.7 Buy
03/24/16 DIR DBS 15.57 20.3 Buy
03/24/16 Kim Eng DBS 15.57 12.68 Sell
03/24/16 UOB Kay Hian DBS 15.57 17.48 Buy GGM, PB1.06x FY16
04/07/16 UBS DBS 15.03 16.4 Neutral
04/07/16 UOB Kay Hian DBS 15.03 19.25 Buy GGM, PB1.14x
04/26/16 HSBC DBS 15.7 20 Buy GGM, PB1.2x FY16, PER11x FY16
04/27/16 DIR DBS 15.68 20.3 Buy
05/03/16 Goldman Sachs DBS 15.28 16.9 Buy
05/03/16 Lim & Tan DBS 15.28 0 Buy Bloomberg consensus target $17.12
05/04/16 Amfrasers DBS 15.35 16.3 Buy
05/04/16 CIMB DBS 15.35 17.96 Add GGM, PB1.05x CY16
05/04/16 Credit Suisse DBS 15.35 17 Outperform
05/04/16 DIR DBS 15.35 20.5 Buy Warranted Equity Method, PB1.19x
05/04/16 DMG & Partners DBS 15.35 17.3 Buy GGM, PB1x FY16
05/04/16 Jefferies DBS 15.35 12 Underperform
05/04/16 Kim Eng DBS 15.35 13.4 Sell
05/04/16 OCBC DBS 15.35 17.5 Buy
05/04/16 UOB Kay Hian DBS 15.35 19.22 Buy GGM, PB1.13x
05/05/16 phillip DBS 15.35 16.09 Accumulate PB0.95x FY16
05/19/16 Jefferies DBS 15.07 12 Underperform
05/19/16 UOB Kay Hian DBS 15.07 19.3 Buy GGM, PB1.14x
06/01/16 Amfrasers DBS 15.5 16.3 Buy
06/01/16 Goldman Sachs DBS 15.5 18 Buy
06/09/16 DIR DBS 15.93 20.5 Buy
06/10/16 Deutsche DBS 15.9 19.8 Buy
06/15/16 UOB Kay Hian DBS 15.64 19.3 Buy
06/30/16 Goldman Sachs DBS 15.53 17.7 Buy
06/30/16 Kim Eng DBS 15.53 13.4 Sell
07/14/16 UOB Kay Hian DBS 15.99 19.3 Buy GGM, PB1.14x FY16
07/19/16 CIMB DBS 16.19 17.96 Add
07/19/16 DIR DBS 16.19 20.5 Buy
07/29/16 Goldman Sachs DBS 15.88 17.5 Buy
07/29/16 Lim & Tan DBS 15.88 0 Hold
08/01/16 DIR DBS 15.41 20.5 Buy
08/01/16 Macquarie DBS 15.41 15 Neutral
08/01/16 UOB Kay Hian DBS 15.41 18.9 Buy GGM, PB1.12x
08/04/16 JP Morgan DBS 15.09 15 Neutral
08/08/16 Citigroup DBS 14.83 13.68 Sell
08/08/16 Lim & Tan DBS 14.83 0 Hold
08/10/16 CIMB DBS 15.04 15.31 Hold GGM
08/10/16 Deutsche DBS 15.04 18.5 Buy
08/10/16 DMG & Partners DBS 15.04 17.3 Buy GGM, PB1x FY16, PER10.5x
08/10/16 Kim Eng DBS 15.04 14.3 Sell PB0.8x FY17
08/10/16 phillip DBS 15.04 16.09 Accumulate PB0.95x FY16
08/10/16 UOB Kay Hian DBS 15.04 19.15 Buy GGM, PB1.13x FY16
08/12/16 Credit Suisse DBS 14.95 15.8 Neutral
08/17/16 OCBC DBS 14.81 16.68 Buy
08/30/16 UOB Kay Hian DBS 15.03 17.8 Buy GGM, PB1.05x
09/02/16 DIR DBS 15.03 22 Buy Warranted Equity Method
09/07/16 Macquarie DBS 15.43 17 Outperform
09/09/16 Credit Suisse DBS 15.55 14.8 Underperform
10/03/16 Kim Eng DBS 15.39 14.3 Sell
10/05/16 DMG & Partners DBS 15.36 17.3 Buy
10/07/16 OCBC DBS 15.39 16.68 Buy
10/11/16 UOB Kay Hian DBS 15.38 17.8 Buy
10/12/16 Goldman Sachs DBS 15.37 17.6 Buy
10/17/16 DIR DBS 15.03 22 Buy
10/19/16 CIMB DBS 15.06 15.31 Hold
10/26/16 Deutsche DBS 15.06 18.5 Buy
10/31/16 Citigroup DBS 14.9 15.25 Hold
10/31/16 Lim & Tan DBS 14.9 0 Hold
11/01/16 CIMB DBS 15 15.4 Hold GGM, PB0.86x CY17
11/01/16 DIR DBS 15 22.4 Buy Warranted Equity Method
11/01/16 DMG & Partners DBS 15 17.3 Buy GGM
11/01/16 Jefferies DBS 15 14 Hold
11/01/16 Kim Eng DBS 15 14.55 Hold GGM, PB0.8x FY17
11/01/16 Macquarie DBS 15 17 Outperform
11/01/16 phillip DBS 15 15.71 Accumulate PB0.95x FY16
11/01/16 UOB Kay Hian DBS 15 18.98 Buy GGM, PB1.05x FY16
11/07/16 Credit Suisse DBS 14.93 14.8 Underperform
11/24/16 Citigroup DBS 16.76 19.5 Buy
11/24/16 DMG & Partners DBS 16.76 18.38 Buy GGM
11/25/16 Credit Suisse DBS 16.8 18.93 Outperform
11/28/16 UOB Kay Hian DBS 17.05 20.15 Buy GGM, PB1.12x FY17
12/05/16 Kim Eng DBS 17.89 15.68 Hold GGM, PB0.9x FY17
12/06/16 CIMB DBS 17.97 15.4 Hold GGM, PB0.86x CY17
12/07/16 Deutsche DBS 18.16 18.5 Buy
12/08/16 Citigroup DBS 18.32 19.5 Buy
01/03/17 DMG & Partners DBS 17.34 18.38 Buy
01/04/17 Kim Eng DBS 17.32 15.68 Hold
01/05/17 Credit Suisse DBS 17.52 18.93 Outperform
01/06/17 UOB Kay Hian DBS 17.8 21.2 Buy GGM, PB1.17x FY17
01/10/17 OCBC DBS 17.85 17.83 Hold PB1x
01/11/17 DIR DBS 17.99 22.4 Buy
01/16/17 Jefferies DBS 18.31 14 Underperform
01/16/17 phillip DBS 18.31 16.85 Neutral PB0.95x FY17
02/02/17 Lim & Tan DBS 18.88 0 Hold
02/02/17 UOB Kay Hian DBS 18.88 21.2 Buy GGM, PB1.17x FY17
02/03/17 CIMB DBS 18.78 15.4 Hold
02/06/17 Macquarie DBS 18.66 21.5 Outperform
02/16/17 Lim & Tan DBS 18.23 0 Take profit/Sell Buy @ $16.87
02/17/17 CIMB DBS 18.54 17.66 Hold GGM, PB0.99x CY17
02/17/17 Credit Suisse DBS 18.54 19.8 Neutral
02/17/17 DIR DBS 18.54 22.5 Buy Warranted Equity Method, PB1.24x
02/17/17 DMG & Partners DBS 18.54 19.8 Neutral GGM, PB1.1x FY17
02/17/17 Kim Eng DBS 18.54 18.13 Hold PB1x FY17
02/17/17 phillip DBS 18.54 16.73 Reduce PB0.95x FY17
02/17/17 UOB Kay Hian DBS 18.54 21.5 Buy GGM, PB1.19x FY17
03/03/17 CIMB DBS 19.03 17.66 Hold
03/03/17 Jefferies DBS 19.03 16.2 Underperform
03/06/17 Macquarie DBS 18.97 21 Outperform
03/14/17 UOB Kay Hian DBS 19.11 21.5 Buy GGM, PB1.19x FY17
03/21/17 Kim Eng DBS 19.01 18.13 Hold PB1x
04/03/17 Kim Eng DBS 19.4 18.13 Hold
04/18/17 DIR DBS 18.9 22.5 Buy
04/20/17 UOB Kay Hian DBS 18.79 21.5 Buy GGM, PB1.19x FY17
04/25/17 CIMB DBS 19 17.66 Hold
05/02/17 Bernstein DBS 19.35 22 Outperform
05/03/17 CIMB DBS 19.86 18.75 Hold GGM, PB1.04x CY17
05/03/17 Credit Suisse DBS 19.86 22.6 Outperform
05/03/17 DMG & Partners DBS 19.86 20.5 Neutral
05/03/17 Kim Eng DBS 19.86 19.18 Hold PB1.1x FY18
05/03/17 Lim & Tan DBS 19.86 0 Hold
05/03/17 phillip DBS 19.86 17.24 Reduce PB0.95x FY17
05/03/17 UOB Kay Hian DBS 19.86 23.3 Buy GGM, PB1.25x FY17
05/08/17 Macquarie DBS 20.42 21 Outperform
05/18/17 DIR DBS 20.8 23 Outperform
05/23/17 Jefferies DBS 20.86 22.5 Buy DDM
05/31/17 Macquarie DBS 20.6 22 Outperform
06/08/17 UOB Kay Hian DBS 20.43 23.3 Buy
06/09/17 Credit Suisse DBS 20.47 22.6 Outperform
06/09/17 Deutsche DBS 20.47 21 Buy GGM, PB1.3x
06/14/17 Kim Eng DBS 20.78 19.18 Hold PB1.1x FY18
06/22/17 Macquarie DBS 20.4 22.2 Outperform PB1.22x
06/28/17 DMG & Partners DBS 20.26 20.5 Neutral
07/03/17 Kim Eng DBS 20.74 19.18 Hold
07/04/17 UOB Kay Hian DBS 20.65 25.25 Buy GGM, PB1.3x FY18
07/12/17 Credit Suisse DBS 20.77 22.7 Outperform
08/02/17 Macquarie DBS 21.95 22.2 Outperform PB1.22x
08/04/17 Lim & Tan DBS 22.08 0 Hold
08/04/17 DMG & Partners DBS 22.08 20.65 Neutral GGM, PB1.1x FY17
08/04/17 OCBC DBS 22.08 22.5 Hold Buy @ $21 or lower
08/07/17 CIMB DBS 21.49 21.5 Hold GGM
08/07/17 DIR DBS 21.49 23 Outperform Warranted Equity Method, PB1.24x
08/07/17 UOB Kay Hian DBS 21.49 24.85 Buy GGM, PB1.29x FY18
08/07/17 Kim Eng DBS 21.49 19.18 Hold
08/07/17 phillip DBS 21.49 17.92 Reduce GGM, PB0.98x FY18
08/22/17 Kim Eng DBS 20.49 21.5 Hold GGM, PB1x FY18
08/23/17 Deutsche DBS 20.54 22 Hold
09/05/17 OCBC DBS 20.35 22.4 Hold
09/12/17 DMG & Partners DBS 20.43 20.65 Neutral PB1x FY18
09/14/17 OCBC DBS 20.38 22.5 Buy
09/18/17 phillip DBS 20.06 21.45 Accumulate GGM, PB1.2x FY17
09/18/17 Kim Eng DBS 20.06 21.5 Hold
09/21/17 DIR DBS 20.48 23.3 Outperform GGM, PB1.24x
10/09/17 DIR DBS 21.5 23.3 Outperform
10/20/17 UOB Kay Hian DBS 21.7 24.48 Buy GGM, PB1.27x FY17
10/20/17 phillip DBS 21.7 25.7 Buy
11/01/17 UOB Kay Hian DBS 22.78 24.48 Buy GGM, PB1.27x FY18
11/06/17 DMG & Partners DBS 22.97 20.65 Neutral
11/06/17 Lim & Tan DBS 22.97 0 Neutral
11/07/17 Kim Eng DBS 22.79 22.75 Hold GGM, PB1.2x FY18
11/07/17 UOB Kay Hian DBS 22.79 24.4 Buy GGM, PB1.3x FY18
11/07/17 Credit Suisse DBS 22.79 25.3 Outperform
11/07/17 DMG & Partners DBS 22.79 21.45 Neutral GGM, PB1.08x FY18
11/08/17 phillip DBS 23.49 26.83 Buy GGM, PB1.39x FY18
11/20/17 CIMB DBS 24.13 25 Add
11/20/17 UOB Kay Hian DBS 24.13 26.1 Buy GGM, PB1.38x FY17
11/20/17 Credit Suisse DBS 24.13 27.4 Outperform
11/21/17 DMG & Partners DBS 23.86 23.33 Neutral GGM
11/27/17 phillip DBS 25.1 29.3 Buy GGM, PB1.51x FY18
12/01/17 UOB Kay Hian DBS 24.43 26.1 Buy GGM, PB1.38x FY18
12/08/17 phillip DBS 24.24 29.3 Buy
12/13/17 OCBC DBS 25.2 27.4 Buy GGM, PB1.4x

Stock calls for 13 December 2017


Date Analyst Company Last Target Call Valuation
12/13/17 Kim Eng Bumitama 0.76 0.95 Buy PER11x FY18
12/13/17 DMG & Partners Bumitama 0.76 0.95 Buy
12/13/17 DBS Vickers CapitaRetail China 1.6 1.75 Buy DCF
12/13/17 OCBC DBS 25.2 27.4 Buy GGM, PB1.4x
12/13/17 Kim Eng First Resources 1.88 2.04 Hold
12/13/17 DMG & Partners First Resources 1.88 2.03 Neutral PER12x FY18
12/13/17 Amfrasers First Ship Lease Trust 0.082 0.15 Buy DCF
12/13/17 DBS Vickers Jumbo 0.585 0.7 Buy DCF
12/13/17 Kim Eng Jumbo 0.585 0.7 Buy DCF
12/13/17 OCBC Lippo-Malls Indo 0.415 0.46 Buy
12/13/17 DBS Vickers SPH Reit 1.04 1.07 Hold DCF
12/13/17 Phillip Thai Beverage 0.955 1.18 Buy Sum of parts
12/13/17 CIMB Thai Beverage 0.955 1.15 Add Sum of parts
12/13/17 DMG & Partners Wilmar 3.11 3.31 Neutral Sum of parts

The truth of the Rohingya and the main culprit was UK.

https://sg.news.yahoo.com/21-rohingya-women-recount-rape-053951916.html

The UK planted this seed of hatred between Myanmar & Rohingya during the British colonial era by introducing Rohingya into Myanmar in huge numbers to counter the Japanese imperialism.  During those dark days, the Rohingya killed many Myanmar people and the UK connived at such atrocity because of its political interest.

http://www.news.com.au/world/asia/who-are-the-rohingya-and-what-is-happening-in-myanmar/news-story/90d31fcdcef5c9bd7bc5f34e844eb2a5

https://sputniknews.com/analysis/201709191057521700-rohingya-crisis-british-empire/

Therefore, the Myanmar military is taking revenge now by doing the same act against the Rohingya.  Many western media selectively omit to report the past atrocities committed by the Rohingya people.

This was the reason why Aung San Suu Kyi was silent about the killings because she understood the history very well.  She was also powerless to go against the Myanmar military as the military was taking a tit-for-tat action due to the historical burden.  If she were to go all out to protect the Rohingya people, the Myanmar military would go against her completely and branded her as a western puppet and traitor.

Who was to blame for this ethnic cleansing then?  The main culprit was UK!

Noble share price will tank into the abyss after the debt-to-equity swap restructuring.

https://finance.yahoo.com/news/noble-group-moves-toward-debt-171154045.html

Noble's market capitalization is around $190m but its debt is $3.5B.  A majority of that debt has to be converted into equity for Noble to survive. Therefore, Noble's share price will tank into the abyss and Noble will announce a stock consolidation after the debt-to-equity swap to avoid the "penny" stock status.

Noble's debt of $3.5b is about 18.4x of its market capitalization of $190m and it is selling its golden goose assets.  In the end, it has no positive income-generating businesses left.

Will the creditors accept such a restructuring plan knowing that Noble has no more golden goose assets?

Tuesday, December 12, 2017

Dairy Farm - Stock calls


Date Analyst Company Last Target Call Valuation
03/04/16 Lim & Tan Dairy Farm 6.14 0 Buy
03/10/16 DBS Vickers Dairy Farm 5.85 7.03 Buy Sum of parts
03/21/16 DMG & Partners Dairy Farm 5.94 8.5 Buy
05/06/16 DMG & Partners Dairy Farm 6.73 8.5 Buy
05/19/16 CIMB Dairy Farm 6.56 6.75 Hold PER20x CY17
07/29/16 CIMB Dairy Farm 6.74 6.75 Hold PER20x CY17
08/02/16 DBS Vickers Dairy Farm 6.6 7.18 Buy Sum of parts
08/08/16 DMG & Partners Dairy Farm 6.8 8.6 Buy
11/11/16 CIMB Dairy Farm 7.19 8.7 Add PER23.7x CY18
12/06/16 CIMB Dairy Farm 7.21 8.7 Add PER23.7x CY18
12/08/16 DBS Vickers Dairy Farm 7.3 7.18 Buy
01/03/17 DMG & Partners Dairy Farm 7.19 8.6 Buy DCF, PER21x FY17
01/12/17 DMG & Partners Dairy Farm 7.26 8.5 Buy DCF
01/20/17 CIMB Dairy Farm 7.37 8.7 Add
03/03/17 CIMB Dairy Farm 8.44 9.18 Add PER23.7x CY18
03/06/17 DBS Vickers Dairy Farm 8.51 9.96 Buy Sum of parts
03/06/17 DMG & Partners Dairy Farm 8.51 10 Buy DCF
03/06/17 Lim & Tan Dairy Farm 8.51 0 Hold PER23x
03/16/17 DIR Dairy Farm 8.95 10.3 Outperform PER26.5x FY17
05/02/17 DMG & Partners Dairy Farm 8.9 10 Buy
05/05/17 CIMB Dairy Farm 8.89 9.18 Add PER23.7x CY18
06/16/17 DMG & Partners Dairy Farm 8.04 10 Buy DCF, PER26x FY17
06/30/17 DIR Dairy Farm 7.92 10.5 Buy PER26.5x FY17
07/04/17 DMG & Partners Dairy Farm 7.95 10 Buy
07/10/17 DBS Vickers Dairy Farm 8.14 9.96 Buy
08/02/17 DMG & Partners Dairy Farm 8.02 10 Buy
08/04/17 CIMB Dairy Farm 8.06 9.18 Add PER23.7x CY18
08/07/17 DIR Dairy Farm 7.72 10 Buy PER26.5x FY18
08/07/17 DMG & Partners Dairy Farm 7.72 9.53 Buy DCF
08/10/17 DBS Vickers Dairy Farm 7.81 9.89 Buy Sum of parts
09/14/17 DIR Dairy Farm 8.06 10 Buy PER26.5x FY18
09/27/17 phillip Dairy Farm 7.48 9.89 Buy Sum of parts
11/29/17 DMG & Partners Dairy Farm 8.31 9.53 Buy
12/04/17 phillip Dairy Farm 8.08 9.89 Buy

CWT - Stock calls


Date Analyst Company Last Target Call Valuation
02/18/16 CIMB CWT 1.8 1.92 Hold Sum of parts
02/19/16 OCBC CWT 1.82 1.95 Hold
05/06/16 CIMB CWT 2.02 1.92 Hold Sum of parts
05/16/16 OCBC CWT 2.12 1.95 Hold
08/15/16 OCBC CWT 2.02 1.93 Hold Sum of parts
11/03/16 OCBC CWT 1.96 1.9 Hold Sum of parts
02/27/17 OCBC CWT 2.08 1.95 Hold Sum of parts
04/05/17 OCBC CWT 2.02 1.95 Hold
04/10/17 OCBC CWT 2.07 1.95 Accept Offer Offer price $2.33
05/11/17 OCBC CWT 2.25 1.95 Accept Offer Offer price $2.33
07/11/17 OCBC CWT 2.22 1.95 Accept Offer Offer price $2.33
08/02/17 OCBC CWT 2.12 1.91 Accept Offer Sum of parts, Offer price $2.33
09/08/17 OCBC CWT 2.28 2.33 Accept Offer Offer price $2.33
10/04/17 Lim & Tan CWT 2.34 2.33 Accept Offer Offer price $2.33

Stock calls for 12 December 2017


Date Analyst Company Last Target Call Valuation
12/12/17 phillip City Developments 12.57 12.1 Accumulate RNAV (15% discount)
12/12/17 DBS Vickers Comfortdelgro 2.03 2.18 Hold
12/12/17 DBS Vickers Roxy-Pacific 0.53 0.69 Buy RNAV (30% discount)
12/12/17 UOB Kay Hian Sembcorp Industries 3.04 3.87 Buy Sum of parts

USA's subway suffered its 1st terrorist attack after Jerusalem capital recognition.

http://www.nydailynews.com/new-york/manhattan/explosion-reported-port-authority-bus-terminal-article-1.3690939

Is this a coincidence or a premeditated terrorist attack against Jerusalem capital recognition?

Almost the whole world is against the Jerusalem capital recognition except for Israel and USA.

Since the USA started this mess, I won't pity the USA when it is under terrorist attack.  The USA just reaps what it sows.

Monday, December 11, 2017

CSE Global - Stock calls


Date Analyst Company Last Target Call Valuation
01/06/16 DBS Vickers CSE Global 0.46 0.49 Hold
01/20/16 OCBC CSE Global 0.45 0.54 Buy
01/26/16 UOB Kay Hian CSE Global 0.46 0.41 Hold PER7.65x FY16, Buy @ $0.36
02/26/16 CIMB CSE Global 0.44 0.52 Add PER9x CY17
02/26/16 DBS Vickers CSE Global 0.44 0.46 Hold
05/11/16 CIMB CSE Global 0.42 0.52 Add PER9x CY17
05/12/16 DBS Vickers CSE Global 0.435 0.4 Hold
05/12/16 OCBC CSE Global 0.435 0.44 Hold Buy @ $0.4
06/03/16 CIMB CSE Global 0.42 0.52 Add
06/22/16 CIMB CSE Global 0.435 0.57 Add PER9.7x CY17
08/12/16 CIMB CSE Global 0.46 0.52 Add PER9.7x FY17
08/12/16 OCBC CSE Global 0.46 0.43 Hold
08/15/16 DBS Vickers CSE Global 0.465 0.41 Hold PER9.6x FY16/17
09/30/16 CIMB CSE Global 0.42 0.52 Add
10/12/16 OCBC CSE Global 0.415 0.43 Hold
11/10/16 OCBC CSE Global 0.41 0.4 Hold PER9x FY17
11/14/16 CIMB CSE Global 0.415 0.47 Add PER9.7x FY18
12/05/16 CIMB CSE Global 0.44 0.47 Add PB0.4x CY17, PER9.7x CY18
02/27/17 CIMB CSE Global 0.485 0.59 Add PER12x FY18
02/27/17 DBS Vickers CSE Global 0.485 0.46 Hold PER9.6x, Ex-Cash
03/13/17 CIMB CSE Global 0.495 0.59 Add PER12x FY18
03/13/17 OCBC CSE Global 0.495 0.44 Hold
05/15/17 CIMB CSE Global 0.5 0.56 Add PER12x FY18
06/15/17 OCBC CSE Global 0.475 0.45 Hold
07/25/17 CIMB CSE Global 0.43 0.39 Reduce PER10x FY18
08/14/17 CIMB CSE Global 0.395 0.32 Reduce PER10x FY18
11/10/17 CIMB CSE Global 0.345 0.31 Reduce PER10x CY19