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Tuesday, January 30, 2018

Mapletree Logistics - Stock calls


Date Analyst Company Last Target Call Valuation
01/05/16 UOB Kay Hian Mapletree Logistics 0.99 1.28 Buy
01/08/16 DBS Vickers Mapletree Logistics 0.985 1.15 Buy DCF
01/26/16 Deutsche Mapletree Logistics 0.91 1.1 Buy
01/26/16 DIR Mapletree Logistics 0.91 1.04 Outperform DDM
01/26/16 OCBC Mapletree Logistics 0.91 1.04 Buy DDM
01/27/16 DMG & Partners Mapletree Logistics 0.93 0.89 Neutral DDM, PB0.87x
02/25/16 Deutsche Mapletree Logistics 0.97 1.1 Buy
03/17/16 DMG & Partners Mapletree Logistics 0.98 0.89 Neutral
03/24/16 Deutsche Mapletree Logistics 1.01 1.1 Buy
03/28/16 UOB Kay Hian Mapletree Logistics 1.005 1.28 Buy
04/05/16 Deutsche Mapletree Logistics 1.005 1.1 Buy
04/13/16 Kim Eng Mapletree Logistics 1.005 1.06 Not Rated
04/15/16 DBS Vickers Mapletree Logistics 1.01 1.15 Buy
04/27/16 UOB Kay Hian Mapletree Logistics 1.085 1.28 Buy
05/03/16 CIMB Mapletree Logistics 1.08 1.02 Hold DDM
05/03/16 Credit Suisse Mapletree Logistics 1.08 1.08 Neutral
05/03/16 DBS Vickers Mapletree Logistics 1.08 1.1 Hold
05/03/16 OCBC Mapletree Logistics 1.08 1.02 Hold
05/04/16 DIR Mapletree Logistics 1.05 1.02 Hold DDM
05/17/16 Deutsche Mapletree Logistics 0.98 1.05 Buy
05/17/16 DMG & Partners Mapletree Logistics 0.98 0.89 Neutral
06/29/16 Lim & Tan Mapletree Logistics 1 0 Hold
06/29/16 OCBC Mapletree Logistics 1 1.02 Hold
06/29/16 UOB Kay Hian Mapletree Logistics 1 1.28 Buy
06/30/16 DIR Mapletree Logistics 1 1 Hold DDM
07/04/16 DMG & Partners Mapletree Logistics 1 0.89 Neutral
07/18/16 UOB Kay Hian Mapletree Logistics 1.05 1.32 Buy
07/19/16 Credit Suisse Mapletree Logistics 1.045 1.12 Neutral
07/26/16 Deutsche Mapletree Logistics 1.06 1.05 Buy
07/26/16 DIR Mapletree Logistics 1.06 1.04 Hold DDM
07/26/16 Lim & Tan Mapletree Logistics 1.06 0 Hold
07/26/16 OCBC Mapletree Logistics 1.06 1.04 Hold
07/27/16 CIMB Mapletree Logistics 1.065 1.04 Hold DDM
07/27/16 DBS Vickers Mapletree Logistics 1.065 1.15 Buy
07/27/16 UOB Kay Hian Mapletree Logistics 1.065 1.28 Buy DDM
08/16/16 DBS Vickers Mapletree Logistics 1.06 1.15 Buy
08/16/16 Deutsche Mapletree Logistics 1.06 1.15 Buy
08/31/16 Credit Suisse Mapletree Logistics 1.075 1.12 Neutral
09/26/16 DMG & Partners Mapletree Logistics 1.08 0.89 Neutral
09/26/16 Lim & Tan Mapletree Logistics 1.08 0 Hold
09/29/16 UOB Kay Hian Mapletree Logistics 1.08 1.28 Buy DDM
10/14/16 DIR Mapletree Logistics 1.045 1.04 Hold
10/25/16 Lim & Tan Mapletree Logistics 1.055 0 Hold
10/25/16 OCBC Mapletree Logistics 1.055 1.05 Hold
10/26/16 CIMB Mapletree Logistics 1.055 1.03 Hold DDM
10/26/16 Credit Suisse Mapletree Logistics 1.055 1.12 Neutral
10/26/16 DBS Vickers Mapletree Logistics 1.055 1.15 Buy
10/26/16 UOB Kay Hian Mapletree Logistics 1.055 1.21 Buy
11/16/16 Deutsche Mapletree Logistics 0.975 1.15 Buy
12/05/16 DMG & Partners Mapletree Logistics 1.015 0.89 Neutral
12/07/16 Deutsche Mapletree Logistics 1.015 1.15 Buy
12/09/16 UOB Kay Hian Mapletree Logistics 1.025 1.2 Buy
12/16/16 CIMB Mapletree Logistics 0.995 1.02 Hold DDM
12/19/16 Lim & Tan Mapletree Logistics 1 0 Hold
01/09/17 DBS Vickers Mapletree Logistics 1.04 1.15 Buy
01/24/17 DIR Mapletree Logistics 1.06 1.04 Hold DDM
01/24/17 UOB Kay Hian Mapletree Logistics 1.06 1.2 Buy DDM
01/25/17 CIMB Mapletree Logistics 1.055 1.02 Hold DDM
01/25/17 OCBC Mapletree Logistics 1.055 1.06 Hold
01/31/17 Credit Suisse Mapletree Logistics 1.055 1.12 Neutral
02/28/17 Deutsche Mapletree Logistics 1.07 1.15 Buy
03/07/17 UOB Kay Hian Mapletree Logistics 1.06 1.2 Buy
03/24/17 OCBC Mapletree Logistics 1.08 1.06 Hold
03/30/17 DBS Vickers Mapletree Logistics 1.09 1.28 Buy
03/30/17 DIR Mapletree Logistics 1.09 1.09 Hold DDM
04/11/17 UOB Kay Hian Mapletree Logistics 1.11 1.2 Buy
04/18/17 DIR Mapletree Logistics 1.105 1.09 Hold
04/18/17 Kim Eng Mapletree Logistics 1.105 1.2 Hold DDM
05/02/17 CIMB Mapletree Logistics 1.13 1.1 Hold DDM
05/02/17 DBS Vickers Mapletree Logistics 1.13 1.28 Buy
05/02/17 DIR Mapletree Logistics 1.13 1.1 Hold DDM
05/02/17 Kim Eng Mapletree Logistics 1.13 1.2 Buy DDM
05/02/17 OCBC Mapletree Logistics 1.13 1.14 Hold DDM
05/25/17 Deutsche Mapletree Logistics 1.155 1.2 Buy
05/25/17 UOB Kay Hian Mapletree Logistics 1.155 1.29 Buy
06/12/17 DBS Vickers Mapletree Logistics 1.2 1.28 Buy
06/22/17 Deutsche Mapletree Logistics 1.18 1.2 Buy
06/22/17 Kim Eng Mapletree Logistics 1.18 1.2 Hold
07/03/17 Kim Eng Mapletree Logistics 1.2 1.2 Hold
07/05/17 Lim & Tan Mapletree Logistics 1.195 0 Hold
07/11/17 DIR Mapletree Logistics 1.19 1.07 Underperform DDM
07/11/17 OCBC Mapletree Logistics 1.19 1.15 Hold DDM
07/25/17 UOB Kay Hian Mapletree Logistics 1.22 1.29 Buy DDM
07/25/17 Credit Suisse Mapletree Logistics 1.22 1.15 Neutral
07/26/17 CIMB Mapletree Logistics 1.235 1.12 Hold DDM
07/26/17 DBS Vickers Mapletree Logistics 1.235 1.28 Buy DCF
08/14/17 OCBC Mapletree Logistics 1.19 1.15 Hold
08/15/17 DBS Vickers Mapletree Logistics 1.19 1.28 Buy
08/30/17 Kim Eng Mapletree Logistics 1.21 1.19 Hold DDM
08/30/17 CIMB Mapletree Logistics 1.21 1.13 Hold DDM
08/30/17 Lim & Tan Mapletree Logistics 1.21 0 Hold
08/31/17 OCBC Mapletree Logistics 1.23 1.35 Buy
09/22/17 OCBC Mapletree Logistics 1.2 1.35 Buy
09/27/17 DIR Mapletree Logistics 1.205 1.1 Underperform
10/05/17 OCBC Mapletree Logistics 1.24 1.35 Buy
10/20/17 DBS Vickers Mapletree Logistics 1.225 1.38 Buy
10/23/17 UOB Kay Hian Mapletree Logistics 1.24 1.29 Buy
10/24/17 Lim & Tan Mapletree Logistics 1.275 0 Hold
10/25/17 Credit Suisse Mapletree Logistics 1.255 1.18 Neutral
10/25/17 Kim Eng Mapletree Logistics 1.255 1.25 Hold DDM
10/25/17 CIMB Mapletree Logistics 1.255 1.21 Hold DDM
11/30/17 OCBC Mapletree Logistics 1.26 1.35 Buy
12/01/17 UOB Kay Hian Mapletree Logistics 1.27 1.37 Buy
12/06/17 Lim & Tan Mapletree Logistics 1.28 0 Hold
12/18/17 DBS Vickers Mapletree Logistics 1.32 1.38 Buy
01/09/18 DBS Vickers Mapletree Logistics 1.36 1.38 Buy
01/10/18 Lim & Tan Mapletree Logistics 1.35 0 Hold
01/23/18 UOB Kay Hian Mapletree Logistics 1.35 1.41 Hold DDM
01/23/18 OCBC Mapletree Logistics 1.35 1.35 Buy
01/24/18 CIMB Mapletree Logistics 1.38 1.43 Add DDM
01/24/18 Credit Suisse Mapletree Logistics 1.38 1.18 Neutral
01/24/18 OCBC Mapletree Logistics 1.38 1.48 Buy
01/24/18 DBS Vickers Mapletree Logistics 1.38 1.45 Buy

Stock calls for 30 January 2018


Date Analyst Company Last Target Call Valuation
01/30/18 DBS Vickers Ascendas Hospitality Trust 0.875 0.91 Buy
01/30/18 DBS Vickers Ascendas India Trust 1.13 1.25 Buy
01/30/18 UOB Kay Hian SIA Engineering 3.26 4 Buy DCF, PER24.9x FY18
01/30/18 OCBC Starhill 0.78 0.77 Hold
01/30/18 Lim & Tan Starhill 0.78 0 Hold

Apple is in trouble now! - Part 2

https://sg.news.yahoo.com/slow-response-forces-apple-halve-iphone-x-production-050404632.html

Apple is cutting its Iphone X production more than analysts predicted.

Apple has faced up to the reality now.  We did warn about it previously because of its high price & bad reviews.

https://sg-stock.blogspot.sg/2017/12/apple-is-in-trouble-now.html

OMG! Noble group investors will lose 90% of equity after the debt restructuring deal.

https://finance.yahoo.com/news/noble-group-shares-tumble-debt-013601667.html

Existing shareholders took a heavy hit on the debt restructuring, causing them to suffer 90% share dilution.

Initially, Noble group denied the conclusion of the debt restructuring deal but it admitted lately that in-principle approval was received for the conclusion.

https://www.reuters.com/article/us-noble-debt-restructuring/creditors-to-take-70-percent-of-noble-group-in-3-5-billion-debt-restructuring-idUSKBN1FI256

Monday, January 29, 2018

What is an artificial deadline?

https://sg.yahoo.com/news/picking-next-pm-not-constrained-artificial-deadline-ong-ye-kung-024640353.html

What is the definition of an artificial deadline? I thought all deadlines were synthetic as they're all set by humans.  Is there a natural or spontaneous deadline?

Is this the new way to circumvent a deadline that you cannot meet?  When you cannot meet a deadline, you can just tell your boss that we must not be constrained by the artificial deadline.

Our government has redefined many things recently.

Mapletree Industrial - Stock calls


Date Analyst Company Last Target Call Valuation
01/05/16 UOB Kay Hian Mapletree Industrial 1.53 1.61 Hold
01/08/16 DBS Vickers Mapletree Industrial 1.52 1.62 Buy
01/26/16 Deutsche Mapletree Industrial 1.51 1.5 Hold
01/27/16 DIR Mapletree Industrial 1.495 1.63 Outperform DDM
01/27/16 Kim Eng Mapletree Industrial 1.495 1.5 Hold
01/27/16 OCBC Mapletree Industrial 1.495 1.48 Hold DDM
01/28/16 CIMB Mapletree Industrial 1.52 1.62 Hold DDM
02/16/16 JP Morgan Mapletree Industrial 1.545 1.7 Overweight Cut from $1.75
02/16/16 Kim Eng Mapletree Industrial 1.545 1.71 Buy Yield 7%
02/25/16 Deutsche Mapletree Industrial 1.55 1.6 Hold
03/24/16 Credit Suisse Mapletree Industrial 1.59 1.72 Outperform
03/24/16 Deutsche Mapletree Industrial 1.59 1.6 Hold
03/28/16 Kim Eng Mapletree Industrial 1.6 1.71 Buy
03/30/16 UOB Kay Hian Mapletree Industrial 1.6 1.61 Hold
04/05/16 Deutsche Mapletree Industrial 1.6 1.6 Hold
04/11/16 Phillip Mapletree Industrial 1.61 1.7 Accumulate DDM
04/13/16 Kim Eng Mapletree Industrial 1.595 1.71 Buy Yield 7%
04/26/16 CIMB Mapletree Industrial 1.64 1.67 Hold DDM
04/26/16 DBS Vickers Mapletree Industrial 1.64 1.64 Hold
04/26/16 DIR Mapletree Industrial 1.64 1.68 Hold DDM
04/27/16 Credit Suisse Mapletree Industrial 1.64 1.71 Outperform
04/27/16 OCBC Mapletree Industrial 1.64 1.64 Hold
04/27/16 Phillip Mapletree Industrial 1.64 1.72 Accumulate DDM
04/27/16 UOB Kay Hian Mapletree Industrial 1.64 1.61 Hold
05/17/16 Deutsche Mapletree Industrial 1.6 1.6 Hold
05/17/16 Kim Eng Mapletree Industrial 1.6 1.78 Buy
06/27/16 UOB Kay Hian Mapletree Industrial 1.63 1.61 Hold
07/01/16 UBS Mapletree Industrial 1.72 1.5 Sell
07/08/16 Phillip Mapletree Industrial 1.79 1.72 Neutral DDM
07/12/16 DBS Vickers Mapletree Industrial 1.79 1.81 Hold
07/18/16 UOB Kay Hian Mapletree Industrial 1.725 1.7 Sell DDM
07/19/16 Credit Suisse Mapletree Industrial 1.75 1.82 Outperform
07/26/16 Deutsche Mapletree Industrial 1.7 1.6 Hold
07/26/16 JP Morgan Mapletree Industrial 1.7 1.8 Overweight
07/27/16 CIMB Mapletree Industrial 1.755 1.9 Add DDM
07/27/16 DBS Vickers Mapletree Industrial 1.755 1.9 Buy Up from $1.81
07/27/16 DIR Mapletree Industrial 1.755 1.7 Hold DDM
07/27/16 OCBC Mapletree Industrial 1.755 1.67 Hold
07/28/16 Kim Eng Mapletree Industrial 1.775 1.9 Buy
08/01/16 UOB Kay Hian Mapletree Industrial 1.81 1.7 Sell
08/16/16 CIMB Mapletree Industrial 1.76 1.9 Add
08/16/16 DBS Vickers Mapletree Industrial 1.76 1.9 Buy
08/16/16 Deutsche Mapletree Industrial 1.76 1.7 Hold
09/07/16 CIMB Mapletree Industrial 1.76 1.9 Add
09/07/16 Credit Suisse Mapletree Industrial 1.76 1.82 Outperform
10/14/16 DIR Mapletree Industrial 1.715 1.7 Hold
10/14/16 Phillip Mapletree Industrial 1.715 1.72 Neutral
10/25/16 OCBC Mapletree Industrial 1.715 1.67 Hold DDM
10/25/16 Phillip Mapletree Industrial 1.715 1.74 Neutral DDM
10/26/16 CIMB Mapletree Industrial 1.74 1.9 Add DDM
10/26/16 UOB Kay Hian Mapletree Industrial 1.74 1.61 Sell
10/27/16 DBS Vickers Mapletree Industrial 1.74 1.9 Buy
11/04/16 CIMB Mapletree Industrial 1.705 1.9 Add
11/11/16 Phillip Mapletree Industrial 1.69 1.74 Neutral
11/16/16 Deutsche Mapletree Industrial 1.59 1.7 Hold
11/16/16 JP Morgan Mapletree Industrial 1.59 1.75 Overweight
11/24/16 CIMB Mapletree Industrial 1.565 1.68 Add PB1.15x
11/24/16 OCBC Mapletree Industrial 1.565 1.67 Buy
11/29/16 Phillip Mapletree Industrial 1.59 1.74 Accumulate DDM
12/06/16 CIMB Mapletree Industrial 1.615 1.68 Add
12/06/16 Kim Eng Mapletree Industrial 1.615 1.9 Buy
12/07/16 Deutsche Mapletree Industrial 1.64 1.7 Hold
12/09/16 UOB Kay Hian Mapletree Industrial 1.66 1.6 Hold
01/09/17 DBS Vickers Mapletree Industrial 1.665 1.9 Buy
01/25/17 Deutsche Mapletree Industrial 1.645 1.65 Hold
01/25/17 OCBC Mapletree Industrial 1.645 1.79 Buy
01/25/17 UOB Kay Hian Mapletree Industrial 1.645 1.6 Hold DDM
01/26/17 CIMB Mapletree Industrial 1.65 1.68 Add DDM
01/26/17 Phillip Mapletree Industrial 1.65 1.74 Accumulate DDM
01/31/17 Credit Suisse Mapletree Industrial 1.665 1.82 Outperform
02/14/17 CIMB Mapletree Industrial 1.665 1.68 Add
02/17/17 JP Morgan Mapletree Industrial 1.675 1.75 Overweight
02/20/17 Phillip Mapletree Industrial 1.66 1.74 Accumulate
02/28/17 Deutsche Mapletree Industrial 1.66 1.65 Hold
03/06/17 CIMB Mapletree Industrial 1.67 1.68 Add DDM
03/06/17 DBS Vickers Mapletree Industrial 1.67 1.9 Buy
03/07/17 DIR Mapletree Industrial 1.685 1.7 Hold DDM
03/07/17 UOB Kay Hian Mapletree Industrial 1.685 1.6 Hold
03/29/17 OCBC Mapletree Industrial 1.76 1.88 Buy
03/30/17 DBS Vickers Mapletree Industrial 176 1.94 Buy
04/11/17 UOB Kay Hian Mapletree Industrial 1.77 1.6 Hold
04/18/17 DIR Mapletree Industrial 1.785 1.7 Hold
04/18/17 Kim Eng Mapletree Industrial 1.785 2 Buy DDM
04/25/17 DBS Vickers Mapletree Industrial 1.795 1.94 Buy DCF
04/25/17 DIR Mapletree Industrial 1.795 1.71 Hold DDM
04/25/17 OCBC Mapletree Industrial 1.795 1.93 Buy
04/26/17 CIMB Mapletree Industrial 1.82 1.8 Hold DDM
04/26/17 Kim Eng Mapletree Industrial 1.82 2.05 Buy DDM
04/26/17 Phillip Mapletree Industrial 1.82 1.8 Neutral DDM
04/26/17 UOB Kay Hian Mapletree Industrial 1.82 1.69 Hold DDM
05/08/17 Deutsche Mapletree Industrial 1.81 1.7 Hold
05/08/17 Phillip Mapletree Industrial 1.81 1.8 Neutral
05/25/17 UOB Kay Hian Mapletree Industrial 1.815 1.78 Hold
06/09/17 Lim & Tan Mapletree Industrial 1.84 0 Hold
06/12/17 DBS Vickers Mapletree Industrial 1.825 1.94 Buy
06/20/17 OCBC Mapletree Industrial 1.8 1.93 Buy
06/22/17 Deutsche Mapletree Industrial 1.815 1.7 Hold
06/22/17 Kim Eng Mapletree Industrial 1.815 2.05 Buy
07/03/17 Kim Eng Mapletree Industrial 1.86 2.05 Buy DDM
07/26/17 DIR Mapletree Industrial 1.88 1.71 Hold DDM
07/26/17 UOB Kay Hian Mapletree Industrial 1.88 1.78 Hold DDM
07/26/17 OCBC Mapletree Industrial 1.88 1.92 Hold
07/26/17 DBS Vickers Mapletree Industrial 1.88 1.94 Buy DCF
07/26/17 Religare Mapletree Industrial 1.88 1.9 Buy
07/26/17 Phillip Mapletree Industrial 1.88 1.98 Accumulate DDM, PB1.41x FY18
07/27/17 CIMB Mapletree Industrial 1.905 1.91 Hold DDM
08/03/17 Kim Eng Mapletree Industrial 1.84 2.05 Buy
08/22/17 Phillip Mapletree Industrial 1.855 1.98 Accumulate
09/27/17 DBS Vickers Mapletree Industrial 1.84 1.94 Buy DCF
09/28/17 Kim Eng Mapletree Industrial 1.85 2.05 Buy
10/09/17 Phillip Mapletree Industrial 1.875 1.98 Accumulate
10/23/17 UOB Kay Hian Mapletree Industrial 1.9 1.78 Hold
10/25/17 OCBC Mapletree Industrial 1.96 1.92 Hold
10/25/17 Kim Eng Mapletree Industrial 1.96 2.05 Buy
10/25/17 UOB Kay Hian Mapletree Industrial 1.97 1.88 Hold
10/26/17 CIMB Mapletree Industrial 1.97 1.94 Hold DDM
10/27/17 Phillip Mapletree Industrial 1.97 1.99 Neutral DDM, PB1.37x FY18
11/08/17 DBS Vickers Mapletree Industrial 1.965 2.15 Buy DCF
11/28/17 Kim Eng Mapletree Industrial 1.99 2.1 Buy
12/01/17 UOB Kay Hian Mapletree Industrial 1.97 1.88 Hold
12/04/17 Phillip Mapletree Industrial 1.99 2.06 Hold
12/04/17 OCBC Mapletree Industrial 1.99 2.06 Hold
01/19/18 Kim Eng Mapletree Industrial 2.11 2.1 Buy
01/24/18 OCBC Mapletree Industrial 2.07 2.06 Hold
01/24/18 UOB Kay Hian Mapletree Industrial 2.07 1.88 Hold DDM
01/24/18 DBS Vickers Mapletree Industrial 2.07 2.15 Buy
01/25/18 Phillip Mapletree Industrial 2.12 2.15 Neutral DDM, PB1.48x FY18
01/25/18 CIMB Mapletree Industrial 2.12 2.16 Add DDM

Mapletree Great China - Stock calls


Date Analyst Company Last Target Call Valuation
01/08/16 DBS Vickers Mapletree Greater China 0.875 1.11 Buy DCF
02/01/16 Lim & Tan Mapletree Greater China 0.84 0 Hold
02/02/16 CIMB Mapletree Greater China 0.845 1.1 Add DDM
02/02/16 OCBC Mapletree Greater China 0.845 1.03 Buy
03/07/16 CIMB Mapletree Greater China 0.94 1.1 Add DDM
04/28/16 CIMB Mapletree Greater China 0.99 1.12 Add DDM
04/28/16 OCBC Mapletree Greater China 0.99 1.09 Buy
04/29/16 DBS Vickers Mapletree Greater China 1.02 1.15 Buy
05/17/16 CIMB Mapletree Greater China 0.985 1.12 Add
08/01/16 OCBC Mapletree Greater China 1.075 1.18 Buy
08/02/16 CIMB Mapletree Greater China 1.085 1.14 Add DDM
08/02/16 DBS Vickers Mapletree Greater China 1.085 1.13 Buy
09/06/16 OCBC Mapletree Greater China 1.115 1.18 Buy
10/31/16 CIMB Mapletree Greater China 1.055 1.13 Add DDM
10/31/16 DBS Vickers Mapletree Greater China 1.055 1.11 Buy
10/31/16 OCBC Mapletree Greater China 1.055 1.15 Buy
11/21/16 OCBC Mapletree Greater China 0.97 1.15 Buy
01/09/17 DBS Vickers Mapletree Greater China 0.955 1.11 Buy DCF
01/31/17 CIMB Mapletree Greater China 0.955 1.13 Add DDM
01/31/17 OCBC Mapletree Greater China 0.955 1.08 Buy
03/06/17 OCBC Mapletree Greater China 0.985 1.08 Buy
03/30/17 DBS Vickers Mapletree Greater China 1.015 1.11 Buy DCF
04/03/17 CIMB Mapletree Greater China 1.02 1.13 Add
04/27/17 OCBC Mapletree Greater China 1.06 1.08 Buy
04/28/17 CIMB Mapletree Greater China 1.045 1.14 Add
04/28/17 DBS Vickers Mapletree Greater China 1.045 1.25 Buy DCF
04/28/17 OCBC Mapletree Greater China 1.045 1.13 Buy
06/23/17 CIMB Mapletree Greater China 1.075 1.14 Add
07/31/17 OCBC Mapletree Greater China 1.11 1.22 Buy
08/01/17 CIMB Mapletree Greater China 1.11 1.17 Add DDM
08/01/17 DBS Vickers Mapletree Greater China 1.11 1.25 Buy
10/24/17 CIMB Mapletree Greater China 1.215 1.2 Hold DDM
10/24/17 OCBC Mapletree Greater China 1.215 1.28 Buy
10/24/17 DBS Vickers Mapletree Greater China 1.215 1.3 Buy DCF
11/30/17 OCBC Mapletree Greater China 1.16 1.28 Buy
12/14/17 OCBC Mapletree Greater China 1.19 1.28 Buy
12/18/17 DBS Vickers Mapletree Greater China 1.19 1.3 Buy
01/29/18 OCBC Mapletree Greater China 1.27 1.39 Buy
01/29/18 CIMB Mapletree Greater China 1.27 1.26 Hold DDM
01/29/18 DBS Vickers Mapletree Greater China 1.27 1.4 Buy

Stock calls for 29 January 2018


Date Analyst Company Last Target Call Valuation
01/29/18 UOB Kay Hian ART 1.26 1.23 Hold
01/29/18 OCBC ART 1.26 1.16 Hold
01/29/18 DBS Vickers ART 1.26 1.34 Buy
01/29/18 Phillip CapitaCommercial 1.92 1.8 Neutral DDM
01/29/18 CIMB CDL Hospitality 1.82 1.92 Add DDM
01/29/18 DMG & Partners CDL Hospitality 1.82 1.95 Buy DDM
01/29/18 UOB Kay Hian CDL Hospitality 1.82 1.95 Buy DDM
01/29/18 OCBC CDL Hospitality 1.82 1.6 Sell
01/29/18 DBS Vickers CDL Hospitality 1.82 2 Buy
01/29/18 phillip China Sunsine 1.11 1.6 Buy FCFE, PER10x FY18
01/29/18 Amfrasers China Sunsine 1.11 1.39 Buy PER10x FY18
01/29/18 CIMB Frasers Logistics 1.15 1.24 Add DDM
01/29/18 DBS Vickers Frasers Logistics 1.15 1.24 Buy
01/29/18 OCBC Mapletree Greater China 1.27 1.39 Buy
01/29/18 CIMB Mapletree Greater China 1.27 1.26 Hold DDM
01/29/18 DBS Vickers Mapletree Greater China 1.27 1.4 Buy
01/29/18 CIMB Parkway Life 2.97 3.07 Hold DDM
01/29/18 Lim & Tan Parkway Life 2.97 0 Hold
01/29/18 DBS Vickers Parkway Life 2.97 3.15 Buy
01/29/18 UOB Kay Hian Tuan Sing 0.48 0.71 Buy Sum of parts
01/29/18 Kim Eng Viva Industrial 0.94 1.05 Buy DDM
01/29/18 OCBC Viva Industrial 0.94 0.93 Hold
01/29/18 Phillip Y Venture 0.44 0.7 Buy PER30x FY18

Iceberg research came out to attack Noble again!

https://sg.finance.yahoo.com/news/iceberg-research-slams-noble-debt-023100836.html

Iceberg is urging creditors to reject the restructuring deal because investors have to take a massive haircut.  If nobody is willing to take a heavy haircut, there is no possibility that Noble can continue to operate with a heavy debt load.

If investors are rejecting this restructuring deal, Noble will be bankrupt soon unless another white knight is willing to takeover Noble at a massive discount.

Is Iceberg trying to bankrupt Noble by asking investors to reject the deal?

Sunday, January 28, 2018

The USA aircraft carrier will visit Vietnam in 2018 after losing the Vietnam war.

https://www.nytimes.com/2018/01/25/world/asia/vietnam-us-aircraft-carrier.html

Let's recall the shameful evacuation of the USA from Vietnam after losing the war.  The USA aircraft carrier had to push over more than 45 helicopters to accommodate its overwhelming evacuees.  A picture tells a thousand words and a video portrays a thousand pictures.





China & Russia helped Vietnam to defeat the USA in the past.  If the USA starts another war in Asia again, China & Russia will be able to defeat the USA because the military gaps amongst the three are much closer now than before.

Saturday, January 27, 2018

Many bitcoin investors are losing money!

https://www.thestreet.com/video/14464100/bitcoin-investors-will-eventually-get-wiped-out-peter-schiff.html

This phenomenon is similar to a pyramid scam whereby the late entrants will suffer the most while the early adopters will make the most money.

Japanese and South Korean investors will suffer the most from a bitcoin fallout.

Baltic dry index - 1219

Today, Friday, January 26 2018, the Baltic Dry Index climbed by 2 points, reaching 1219 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 - 947

The number of rigs exploring for oil and natural gas in the U.S. rose by 11 this week to 947.
That exceeds the 712 rigs that were active this time a year ago.
Houston oilfield services company Baker Hughes reported Friday that 759 rigs drilled for oil this week and 188 for gas.
Among major oil- and gas-producing states, Texas added 13 rigs, West Virginia increased by four, and New Mexico increased by three.
Oklahoma lost four rigs, Louisiana lost three rigs, and Ohio and Utah each lost a single rig.
Alaska, California, Colorado, North Dakota, Pennsylvania and Wyoming 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

Japanese crypto exchange lost more than 500m to hackers!

https://www.cnbc.com/2018/01/26/japanese-cryptocurrency-exchange-loses-more-than-500-million-to-hackers.html?__source=yahoo%7Cfinance%7Cheadline%7Cheadline%7Cstory&par=yahoo&doc=104970707&yptr=yahoo

Coincheck customers who had their crypto stolen had no recourse.  This is the 2nd incident after Mt. Gox in Japan.

When you have no regulations, you have no recourse.  This is the rule of the game when you don't want to have any regulation for private crypto exchange.  This won't be the last incident for sure.