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Tuesday, January 30, 2018

Memtech - Stock calls


Date Analyst Company Last Target Call Valuation
02/22/16 OCBC Memtech 0.615 0.72 Hold Stock consol 5-into-1
02/29/16 CIMB Memtech 0.595 0.94 Add PER9x CY17
02/29/16 OCBC Memtech 0.595 0.725 Hold PER9.1x
03/07/16 OCBC Memtech 0.65 0.725 Hold
03/17/16 CIMB Memtech 0.63 0.94 Add
04/01/16 OCBC Memtech 0.7 0.725 Hold
04/29/16 Amfrasers Memtech 0.73 0.69 Hold
05/03/16 OCBC Memtech 0.69 0.68 Hold PER11.1x
05/04/16 CIMB Memtech 0.69 0.86 Add PER9x CY17
06/01/16 OCBC Memtech 0.665 0.68 Hold
06/20/16 CIMB Memtech 0.66 0.86 Add PER9x CY17
08/10/16 OCBC Memtech 0.63 0.5 Hold
08/15/16 Amfrasers Memtech 0.57 0.52 Hold PER8x FY16/17
08/15/16 CIMB Memtech 0.57 0.64 Add PER8x FY17
08/17/16 OCBC Memtech 0.58 0.48 Hold PER11.1x FY16/17
09/13/16 OCBC Memtech 0.6 0.48 Hold
11/14/16 Amfrasers Memtech 0.595 0.67 Buy PER8x FY17
11/14/16 CIMB Memtech 0.595 0.74 Add PER8x CY18
11/14/16 OCBC Memtech 0.595 0.76 Buy PER11.1x FY17
12/06/16 CIMB Memtech 0.63 0.74 Add PER8x CY18
01/10/17 OCBC Memtech 0.635 0.76 Buy
02/27/17 CIMB Memtech 0.65 0.76 Add PER8x FY18
02/27/17 OCBC Memtech 0.65 0.77 Hold PER11.1x FY17, Buy @ $0.60 or lower
04/25/17 Lim & Tan Memtech 0.79 1 Buy PER10.6x, PB0.9x
04/25/17 UOB Kay Hian Memtech 0.79 1.05 Buy
04/28/17 CIMB Memtech 0.875 1.09 Add PER10x FY18
05/02/17 OCBC Memtech 0.855 0.85 Hold
05/19/17 CIMB Memtech 0.785 1.09 Add PER10x FY18
05/29/17 Lim & Tan Memtech 0.92 1.1 Buy PER11x, PB1x
05/30/17 UOB Kay Hian Memtech 0.97 1.15 Buy PER12.5x FY17
07/03/17 UOB Kay Hian Memtech 0.895 1.15 Buy PER12.5x FY17
07/05/17 CIMB Memtech 0.905 1.09 Add
07/06/17 OCBC Memtech 0.91 0.85 Hold
07/28/17 Lim & Tan Memtech 1.005 0 Buy
08/04/17 CIMB Memtech 1.035 1.16 Add PER10.4x FY18
08/08/17 UOB Kay Hian Memtech 1.02 1.15 Buy PER12.5x FY17
08/11/17 UOB Kay Hian Memtech 1.04 1.18 Buy PER10.3x FY18
08/11/17 Lim & Tan Memtech 1.04 1.13 Buy PB1x
09/05/17 UOB Kay Hian Memtech 0.945 1.18 Buy PER10.3x FY18
10/04/17 UOB Kay Hian Memtech 1.01 1.18 Buy PER10.3x FY18
10/11/17 UOB Kay Hian Memtech 1.045 1.33 Buy PER11.6x FY18
10/11/17 Lim & Tan Memtech 1.045 1.3 Buy PER13.7x
11/02/17 UOB Kay Hian Memtech 1.175 1.33 Buy
11/13/17 CIMB Memtech 1.14 1.33 Add PER10x FY19
12/20/17 CIMB Memtech 1.09 1.33 Add
01/10/18 CIMB Memtech 1.15 1.33 Add
01/24/18 CLSA Memtech 1.28 2 Buy PEG0.45x, PER15x CY18

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?