Date | Analyst | Company | Last | Target | Call | Valuation |
01/11/16 | UOB Kay Hian | Olam | 1.695 | 2.3 | Buy | |
01/12/16 | DBS Vickers | Olam | 1.7 | 2.01 | Hold | |
01/12/16 | Lim & Tan | Olam | 1.7 | 0 | Hold | |
01/12/16 | OCBC | Olam | 1.7 | 1.86 | Hold | |
03/01/16 | DBS Vickers | Olam | 1.595 | 1.58 | Hold | DCF & PER10.3x |
04/11/16 | Lim & Tan | Olam | 1.655 | 0 | Hold | |
04/11/16 | OCBC | Olam | 1.655 | 1.67 | Hold | |
06/10/16 | Lim & Tan | Olam | 1.89 | 0 | Hold | |
11/16/16 | DBS Vickers | Olam | 2.03 | 1.94 | Hold | DCF & PER10.3x |
03/01/17 | DBS Vickers | Olam | 2.05 | 2.12 | Hold | DCF & PER16.4x |
05/16/17 | DBS Vickers | Olam | 1.99 | 2.15 | Hold | DCF & PER16.3x |
Friday, February 9, 2018
Olam - Stock calls
OKP - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/15/17 | DBS Vickers | OKP | 0.395 | 0.45 | Not Rated | PER11x FY17 |
06/28/17 | Amfrasers | OKP | 0.445 | 0.52 | Buy | PER11x FY17 |
07/17/17 | Amfrasers | OKP | 0.395 | 0.39 | Hold |
Stock calls for 9 February 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
02/09/18 | Kim Eng | DBS | 26.71 | 29.66 | Hold | |
02/09/18 | UOB Kay Hian | DBS | 26.71 | 30.4 | Buy | GGM, PB1.62x FY18 |
02/09/18 | CIMB | DBS | 26.71 | 29 | Add | GGM, PB1.5x FY18, PER11.6x FY19 |
02/09/18 | Lim & Tan | First Sponsor | 1.41 | 0 | Buy | |
02/09/18 | UOB Kay Hian | Memtech | 1.29 | 1.43 | Buy | PER11.6x FY18 |
02/09/18 | DMG & Partners | Moya Asia | 0.091 | 0.17 | Buy | DCF |
02/09/18 | DMG & Partners | Neo Group | 0.67 | 0.67 | Neutral | |
02/09/18 | CIMB | Perennial Reit | 0.835 | 1.12 | Add | |
02/09/18 | Kim Eng | SIA | 10.86 | 10.95 | Hold | PB0.93x FY18 |
02/09/18 | OCBC | Singtel | 3.4 | 4.15 | Buy | |
02/09/18 | UOB Kay Hian | Singtel | 3.4 | 4.4 | Buy | DCF |
02/09/18 | CIMB | Singtel | 3.4 | 4 | Add |
Here we go again! The USA government has to shut down again.
https://sg.news.yahoo.com/happens-u-government-shutdown-054756485--business.html
When a government has no money to pay its government employees, do you still think the USA can repay its national debt of more than USD$20T?
When a government has no money to pay its government employees, do you still think the USA can repay its national debt of more than USD$20T?
New crypto will cannibalize old crypto.
https://finance.yahoo.com/news/bitcoin-cash-leads-crypto-gainers-192707030.html
Bitcoin cash is cannibalizing bitcoin now.
We stated this before based on common economic principle.
https://sg-stock.blogspot.sg/2017/12/bitcoin-will-have-another-fork-after.html
Bitcoin cash is cannibalizing bitcoin now.
We stated this before based on common economic principle.
https://sg-stock.blogspot.sg/2017/12/bitcoin-will-have-another-fork-after.html
Stock markets are falling like crazy because of rising treasury yield - Part 2
Dow Jones fell more than 1,000 points again for the 2nd time within 4 days. It fell more than 1,000 points after 10-year bond yield first reached 2.84% on 2 Feb. 10-year bond yield is at 2.85% now and the Dow Jones falls more than 1,000 points again.
High bond yields are detrimental to the stock markets but will cause USD to appreciate as the risk-free rate affects other interest rates.
https://sg-stock.blogspot.sg/2018/02/stock-markets-are-falling-like-crazy.html
USD has been appreciating because of higher bond yields which will cause other interest rates to increase.
The USA had increased its national debt by about USD$10T in the past decade (2008) and higher interest rates would increase its interest repayment burden. This is the primary reason for the stock market fall. The stock market will see more volatilities from now because FED has to increase interest rates gradually.
High bond yields are detrimental to the stock markets but will cause USD to appreciate as the risk-free rate affects other interest rates.
https://sg-stock.blogspot.sg/2018/02/stock-markets-are-falling-like-crazy.html
USD has been appreciating because of higher bond yields which will cause other interest rates to increase.
The USA had increased its national debt by about USD$10T in the past decade (2008) and higher interest rates would increase its interest repayment burden. This is the primary reason for the stock market fall. The stock market will see more volatilities from now because FED has to increase interest rates gradually.
Midas assets are frozen in China.
https://www.theedgesingapore.com/midas-ceo-says-shares-and-money-china-subsidiaries-and-associates-frozen-courts?utm_source=Singapore+Market+Report&utm_campaign=4cce0ed852-EMAIL_CAMPAIGN_2018_02_08&utm_medium=email&utm_term=0_46b7beec93-4cce0ed852-90900869
Things are not looking good for Midas as its assets are frozen in China.
Midas is definitely not innocent and this is something that investors have to bear for investing in mid-size China firms. Many China listed companies got into troubles already insofar.
Things are not looking good for Midas as its assets are frozen in China.
Midas is definitely not innocent and this is something that investors have to bear for investing in mid-size China firms. Many China listed companies got into troubles already insofar.
Thursday, February 8, 2018
Something happened to CNY today!
Look at the long green bar which is circled in red. Downward trajectory means CNY appreciation and upward trajectory means CNY depreciation.
The long green bar appears because China revives QDLP outbound investment scheme. This QDLP scheme means foreign fund managers can raise money from China and invest overseas and there'll be an outflow of CNY. Thus, CNY depreciates today due to an impending increase in CNY supply in the international market.
https://www.reuters.com/article/us-china-economy-outbound-investment/china-revives-qdlp-outbound-investment-scheme-in-boost-for-foreign-funds-sources-idUSKBN1FS0DV
The long green bar appears because China revives QDLP outbound investment scheme. This QDLP scheme means foreign fund managers can raise money from China and invest overseas and there'll be an outflow of CNY. Thus, CNY depreciates today due to an impending increase in CNY supply in the international market.
https://www.reuters.com/article/us-china-economy-outbound-investment/china-revives-qdlp-outbound-investment-scheme-in-boost-for-foreign-funds-sources-idUSKBN1FS0DV
Wow! Our Singapore Post got robbed!
https://sg.news.yahoo.com/male-suspect-sought-robbery-singpost-branch-potong-pasir-091438514.html
This is definitely the first such robbery in SG. Who would expect our Singpost to be robbed?
This is definitely the first such robbery in SG. Who would expect our Singpost to be robbed?
OCBC bank - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/05/16 | CIMB | OCBC | 8.64 | 10.88 | Add | |
01/08/16 | DIR | OCBC | 8.37 | 11.7 | Buy | |
01/14/16 | Macquarie | OCBC | 8.24 | 0 | Neutral | |
01/18/16 | Deutsche | OCBC | 7.95 | 10 | Buy | GGM, PB1.2x |
01/18/16 | DMG & Partners | OCBC | 7.95 | 10.7 | Buy | GGM, PB1.25x FY16 |
01/18/16 | Goldman Sachs | OCBC | 7.95 | 9.1 | Neutral | |
01/28/16 | JP Morgan | OCBC | 7.62 | 9 | Overweight | |
01/28/16 | UOB Kay Hian | OCBC | 7.62 | 11.25 | Buy | |
01/29/16 | Credit Suisse | OCBC | 7.63 | 9.9 | Neutral | |
01/29/16 | HSBC | OCBC | 7.63 | 10.2 | Buy | |
02/04/16 | UOB Kay Hian | OCBC | 7.49 | 9.8 | Buy | GGM, PB1.21x |
02/11/16 | UBS | OCBC | 756 | 9 | Buy | PER9x FY16 |
02/17/16 | Bloomberg | OCBC | 7.77 | 9.67 | Buy | Consenus target |
02/17/16 | Lim & Tan | OCBC | 7.77 | 0 | Buy | |
02/18/16 | Amfrasers | OCBC | 7.78 | 8.41 | Buy | |
02/18/16 | CIMB | OCBC | 7.78 | 10.01 | Add | GGM, PB1.16x CY16 |
02/18/16 | Credit Suisse | OCBC | 7.78 | 9.9 | Neutral | |
02/18/16 | DBS Vickers | OCBC | 7.78 | 9.4 | Buy | GGM, PB1x FY16 |
02/18/16 | DIR | OCBC | 7.78 | 9.8 | Buy | Warranted Equity Valuation Method |
02/18/16 | Kim Eng | OCBC | 7.78 | 7.2 | Sell | PB0.84x FY16 |
02/18/16 | UOB Kay Hian | OCBC | 7.78 | 9.98 | Buy | GGM, PB1.19x |
02/19/16 | phillip | OCBC | 7.92 | 7.85 | Neutral | PB0.95x FY16 |
02/26/16 | Credit Suisse | OCBC | 7.84 | 9 | Neutral | |
03/03/16 | CIMB | OCBC | 8.31 | 10.01 | Add | |
03/04/16 | JP Morgan | OCBC | 8.6 | 7.7 | Neutral | |
03/07/16 | DMG & Partners | OCBC | 8.79 | 9.6 | Buy | |
03/24/16 | DIR | OCBC | 9.15 | 11 | Buy | |
03/24/16 | Kim Eng | OCBC | 9.15 | 7.2 | Sell | |
03/24/16 | UOB Kay Hian | OCBC | 9.15 | 9.98 | Buy | GGM, PB1.19x FY16 |
04/07/16 | DBS Vickers | OCBC | 8.72 | 9.4 | Buy | |
04/07/16 | UBS | OCBC | 8.72 | 10 | Buy | |
04/07/16 | UOB Kay Hian | OCBC | 8.72 | 10.68 | Buy | GGM, PB1.26x |
04/08/16 | Amfrasers | OCBC | 8.81 | 8.41 | Hold | |
04/08/16 | CIMB | OCBC | 8.81 | 10.01 | Add | PB1.16x CY16 |
04/08/16 | DIR | OCBC | 8.81 | 11 | Buy | Warranted Equity Valuation Method |
04/08/16 | DMG & Partners | OCBC | 8.81 | 9.6 | Buy | GGM |
04/08/16 | Kim Eng | OCBC | 8.81 | 7.2 | Sell | PB0.8x FY16 |
04/08/16 | Macquarie | OCBC | 8.81 | 9.5 | Outperform | |
04/11/16 | phillip | OCBC | 8.78 | 7.85 | Neutral | PB |
04/26/16 | HSBC | OCBC | 9.28 | 10.2 | Hold | GGM, PB1.2x FY16, PER11x FY16 |
04/29/16 | Bloomberg | OCBC | 8.9 | 9.33 | Hold | |
05/03/16 | Amfrasers | OCBC | 8.77 | 8.41 | Hold | |
05/03/16 | DBS Vickers | OCBC | 8.77 | 9.4 | Hold | |
05/03/16 | Deutsche | OCBC | 8.77 | 9.5 | Hold | |
05/03/16 | DMG & Partners | OCBC | 8.77 | 9.5 | Neutral | GGM, PB1.1x |
05/03/16 | Jefferies | OCBC | 8.77 | 8 | Hold | |
05/03/16 | Kim Eng | OCBC | 8.77 | 7.2 | Sell | PB0.8x FY16 |
05/03/16 | phillip | OCBC | 8.77 | 8.07 | Neutral | PB0.95x FY16 |
05/03/16 | UOB Kay Hian | OCBC | 8.77 | 10.98 | Buy | GGM, PB1.27x |
05/04/16 | CIMB | OCBC | 8.6 | 8.8 | Hold | GGM, PB1.02x CY16 |
05/04/16 | Macquarie | OCBC | 8.6 | 9.5 | Outperform | |
05/06/16 | Credit Suisse | OCBC | 8.44 | 9 | Neutral | |
05/10/16 | DIR | OCBC | 8.43 | 10.7 | Buy | Warranted Equity Valuation Method |
05/19/16 | Goldman Sachs | OCBC | 8.45 | 8.7 | Neutral | |
05/19/16 | UOB Kay Hian | OCBC | 8.45 | 10.86 | Buy | GGM, PB1.26x |
06/09/16 | DIR | OCBC | 8.84 | 10.7 | Buy | |
06/14/16 | Deutsche | OCBC | 8.46 | 9.5 | Hold | |
06/30/16 | Goldman Sachs | OCBC | 8.49 | 9.2 | Neutral | |
06/30/16 | Kim Eng | OCBC | 8.49 | 7.2 | Sell | |
07/11/16 | DBS Vickers | OCBC | 8.74 | 9.4 | Hold | |
07/11/16 | DMG & Partners | OCBC | 8.74 | 8.68 | Neutral | GGM, PB0.98x FY16, PER10.3x FY16 |
07/19/16 | DIR | OCBC | 9 | 10.7 | Buy | |
07/27/16 | UOB Kay Hian | OCBC | 8.84 | 10.86 | Buy | GGM, PB1.26x FY16 |
07/28/16 | Lim & Tan | OCBC | 8.85 | 0 | Hold | |
07/29/16 | CIMB | OCBC | 8.8 | 8.11 | Reduce | GGM |
07/29/16 | Credit Suisse | OCBC | 8.8 | 9 | Neutral | |
07/29/16 | DBS Vickers | OCBC | 8.8 | 8.4 | Hold | |
07/29/16 | DIR | OCBC | 8.8 | 11.3 | Buy | Warranted Equity Valuation Method |
07/29/16 | Goldman Sachs | OCBC | 8.8 | 9 | Neutral | |
07/29/16 | Kim Eng | OCBC | 8.8 | 7.49 | Sell | PB0.8x FY17 |
07/29/16 | Lim & Tan | OCBC | 8.8 | 0 | Hold | |
07/29/16 | Macquarie | OCBC | 8.8 | 9.5 | Outperform | |
07/29/16 | UOB Kay Hian | OCBC | 8.8 | 10.48 | Buy | GGM, PB1.26x |
08/01/16 | phillip | OCBC | 8.6 | 8.14 | Neutral | PB0.95x FY16 |
08/12/16 | Credit Suisse | OCBC | 8.46 | 9 | Neutral | |
08/12/16 | Deutsche | OCBC | 8.46 | 9 | Hold | |
08/18/16 | Kim Eng | OCBC | 8.44 | 7.49 | Sell | |
08/30/16 | UOB Kay Hian | OCBC | 8.58 | 10.3 | Buy | GGM, PB1.21x |
09/09/16 | Credit Suisse | OCBC | 8.87 | 8.8 | Neutral | |
09/28/16 | DIR | OCBC | 8.59 | 11.3 | Buy | |
10/03/16 | Kim Eng | OCBC | 8.65 | 7.49 | Sell | |
10/05/16 | DMG & Partners | OCBC | 8.66 | 8.68 | Neutral | |
10/11/16 | UOB Kay Hian | OCBC | 8.69 | 10.3 | Buy | |
10/12/16 | Goldman Sachs | OCBC | 8.66 | 9 | Neutral | |
10/17/16 | DBS Vickers | OCBC | 8.41 | 8.4 | Hold | |
10/17/16 | DIR | OCBC | 8.41 | 11.3 | Buy | |
10/19/16 | CIMB | OCBC | 8.49 | 8.11 | Reduce | |
10/27/16 | Lim & Tan | OCBC | 8.53 | 0 | Hold | |
10/28/16 | CIMB | OCBC | 8.58 | 8.18 | Reduce | GGM, PB0.91x CY17 |
10/28/16 | DBS Vickers | OCBC | 8.58 | 8.6 | Hold | GGM, PB0.9x FY17 |
10/28/16 | DIR | OCBC | 8.58 | 11 | Buy | PB1.27x |
10/28/16 | DMG & Partners | OCBC | 8.58 | 8.81 | Neutral | |
10/28/16 | Kim Eng | OCBC | 8.58 | 7.4 | Sell | PB0.8x FY17 |
10/28/16 | phillip | OCBC | 8.58 | 8.25 | Neutral | PB0.95x FY16 |
10/28/16 | UOB Kay Hian | OCBC | 8.58 | 10.45 | Buy | GGM, PB1.17x |
11/07/16 | Credit Suisse | OCBC | 8.43 | 8.8 | Neutral | |
11/14/16 | UOB Kay Hian | OCBC | 8.58 | 10.45 | Buy | GGM, PB1.17x F717 |
11/25/16 | Credit Suisse | OCBC | 8.78 | 10.15 | Outperform | |
11/28/16 | DIR | OCBC | 8.89 | 11 | Buy | |
12/05/16 | Kim Eng | OCBC | 9.15 | 7.4 | Sell | PB0.8x FY17 |
12/06/16 | CIMB | OCBC | 9.2 | 8.18 | Reduce | GGM, PB0.91x CY17 |
12/07/16 | DBS Vickers | OCBC | 9.27 | 10.3 | Buy | GGM, PB1.1x FY17 |
12/07/16 | Deutsche | OCBC | 9.27 | 9 | Hold | |
01/03/17 | DMG & Partners | OCBC | 8.92 | 8.81 | Neutral | |
01/03/17 | UOB Kay Hian | OCBC | 8.92 | 10.45 | Buy | |
01/04/17 | Kim Eng | OCBC | 8.98 | 7.4 | Sell | |
01/06/17 | UOB Kay Hian | OCBC | 9.18 | 10.65 | Buy | GGM, PB1.2x FY17 |
01/11/17 | DIR | OCBC | 9.35 | 11 | Buy | |
02/02/17 | Lim & Tan | OCBC | 9.48 | 0 | Hold | |
02/03/17 | CIMB | OCBC | 9.45 | 8.18 | Reduce | |
02/06/17 | Macquarie | OCBC | 9.42 | 10 | Outperform | |
02/08/17 | UOB Kay Hian | OCBC | 9.66 | 10.65 | Buy | |
02/14/17 | Lim & Tan | OCBC | 9.75 | 0 | Take profit/Sell | Buy @ $8.49 |
02/15/17 | CIMB | OCBC | 9.43 | 8.83 | Reduce | GGM, PB0.98x CY17 |
02/15/17 | Credit Suisse | OCBC | 9.43 | 10.5 | Outperform | |
02/15/17 | DBS Vickers | OCBC | 9.43 | 10.3 | Hold | GGM, PB1.1x FY17 |
02/15/17 | DIR | OCBC | 9.43 | 11 | Buy | GGM, PB1.23x |
02/15/17 | DMG & Partners | OCBC | 9.43 | 8.9 | Neutral | GGM, PB1x FY17 |
02/15/17 | Kim Eng | OCBC | 9.43 | 8.05 | Sell | PB0.9x FY17 |
02/15/17 | UOB Kay Hian | OCBC | 9.43 | 10.75 | Buy | GGM, PB1.19x FY17 |
02/16/17 | phillip | OCBC | 9.45 | 8.48 | Reduce | PB0.95x FY17 |
03/02/17 | UOB Kay Hian | OCBC | 9.53 | 10.75 | Buy | GGM, PB1.19x FY17 |
03/03/17 | CIMB | OCBC | 9.51 | 8.83 | Reduce | |
03/03/17 | Jefferies | OCBC | 9.51 | 8 | Underperform | |
03/06/17 | Macquarie | OCBC | 9.49 | 10 | Outperform | |
03/21/17 | DMG & Partners | OCBC | 9.63 | 8.9 | Neutral | GGM, PB1x FY17 |
03/21/17 | Kim Eng | OCBC | 9.63 | 8.05 | Sell | |
04/03/17 | Kim Eng | OCBC | 9.72 | 8.05 | Sell | |
04/12/17 | UOB Kay Hian | OCBC | 9.59 | 10.75 | Buy | GGM, PB1.19x FY17 |
04/18/17 | DIR | OCBC | 9.59 | 11 | Buy | |
04/25/17 | CIMB | OCBC | 9.64 | 8.83 | Reduce | |
04/25/17 | Sanford C Bernstein | OCBC | 9.64 | 10.95 | Outperform | |
05/09/17 | DMG & Partners | OCBC | 10.3 | 8.9 | Neutral | |
05/09/17 | Lim & Tan | OCBC | 10.3 | 0 | Hold | |
05/11/17 | CIMB | OCBC | 10.46 | 9.94 | Hold | GGM, PB1.1x CY17 |
05/11/17 | Credit Suisse | OCBC | 10.46 | 11.1 | Outperform | |
05/11/17 | DBS Vickers | OCBC | 10.46 | 10.3 | Hold | GGM, PB1.1x FY17 |
05/11/17 | DIR | OCBC | 10.46 | 11 | Hold | GGM, PB1.22x FY17 |
05/11/17 | DMG & Partners | OCBC | 10.46 | 10.22 | Neutral | |
05/11/17 | Kim Eng | OCBC | 10.46 | 9.85 | Hold | PB1.1x FY17 |
05/11/17 | Macquarie | OCBC | 10.46 | 10 | Outperform | PB1.19x |
05/11/17 | phillip | OCBC | 10.46 | 8.48 | Reduce | PB0.95x FY17 |
05/11/17 | UOB Kay Hian | OCBC | 10.46 | 11.7 | Buy | GGM, PB1.3x FY17 |
05/23/17 | Jefferies | OCBC | 10.3 | 10.5 | Hold | |
06/08/17 | UOB Kay Hian | OCBC | 10.58 | 11.7 | Buy | |
06/14/17 | Kim Eng | OCBC | 10.74 | 9.85 | Hold | PB1.1x FY18 |
06/28/17 | DMG & Partners | OCBC | 10.73 | 10.15 | Neutral | |
06/28/17 | UOB Kay Hian | OCBC | 10.73 | 11.7 | Buy | GGM, PB1.3x FY17 |
07/03/17 | Kim Eng | OCBC | 10.79 | 9.85 | Hold | |
07/04/17 | UOB Kay Hian | OCBC | 10.72 | 13 | Buy | GGM, PB1.36x FY18 |
07/12/17 | Credit Suisse | OCBC | 10.79 | 10.9 | Neutral | |
07/27/17 | Lim & Tan | OCBC | 11.25 | 0 | Hold | |
07/28/17 | Macquarie | OCBC | 11.49 | 10.4 | Neutral | GGM, PB1.27x FY18 |
07/28/17 | phillip | OCBC | 11.49 | 10.81 | Neutral | GGM, PB1.2x |
07/28/17 | DIR | OCBC | 11.49 | 11.5 | Hold | GGM, PB1.24x |
07/28/17 | UOB Kay Hian | OCBC | 11.49 | 13.38 | Buy | GGM, PB1.39x FY18 |
07/28/17 | DMG & Partners | OCBC | 11.49 | 10.96 | Neutral | GGM, PB1.16x FY17 |
07/28/17 | CIMB | OCBC | 11.49 | 11.98 | Hold | GGM, PB1.3x CY17 |
07/28/17 | DBS Vickers | OCBC | 11.49 | 12.8 | Buy | GGM, PB1.3x FY18 |
08/07/17 | UOB Kay Hian | OCBC | 11.21 | 13.38 | Buy | |
08/18/17 | Macquarie | OCBC | 11.14 | 10.4 | Neutral | |
08/22/17 | Kim Eng | OCBC | 11.02 | 11.05 | Hold | GGM, PB1.1x FY18 |
08/23/17 | Macquarie | OCBC | 11.07 | 12.2 | Outperform | |
08/23/17 | DBS Vickers | OCBC | 11.07 | 12.8 | Buy | |
08/23/17 | Deutsche | OCBC | 11.07 | 11.5 | Hold | |
09/12/17 | DMG & Partners | OCBC | 10.92 | 10.96 | Neutral | PB1.1x FY18 |
09/18/17 | phillip | OCBC | 10.95 | 10.81 | Neutral | |
09/18/17 | Kim Eng | OCBC | 10.95 | 11.05 | Hold | |
09/20/17 | DBS Vickers | OCBC | 11 | 12.8 | Buy | GGM, PB1.3x FY18 |
09/20/17 | Credit Suisse | OCBC | 11 | 10.9 | Neutral | |
09/20/17 | Macquarie | OCBC | 11 | 12.2 | Outperform | |
10/06/17 | UOB Kay Hian | OCBC | 11.25 | 13.38 | Buy | GGM, PB1.39x FY18 |
10/09/17 | DIR | OCBC | 11.37 | 11.5 | Hold | |
10/09/17 | DBS Vickers | OCBC | 11.37 | 12.8 | Buy | GGM, PB1.3x FY18 |
10/09/17 | Credit Suisse | OCBC | 11.37 | 11.6 | Neutral | |
10/20/17 | phillip | OCBC | 11.44 | 11.95 | Accumulate | |
10/23/17 | Macquarie | OCBC | 11.49 | 12.2 | Outperform | |
10/25/17 | DBS Vickers | OCBC | 11.46 | 12.8 | Buy | |
10/27/17 | UOB Kay Hian | OCBC | 11.57 | 13.56 | Buy | GGM, PB1.44x FY18 |
10/27/17 | phillip | OCBC | 11.57 | 13.48 | Buy | GGM, PB1.44x FY18 |
10/27/17 | CIMB | OCBC | 11.57 | 12.6 | Add | GGM, PB1.29x FY18 |
10/27/17 | DBS Vickers | OCBC | 11.57 | 13.5 | Buy | GGM, PB1.3x Fy18 |
10/27/17 | Lim & Tan | OCBC | 11.57 | 0 | Buy | |
10/27/17 | Credit Suisse | OCBC | 11.57 | 11.7 | Neutral | |
11/01/17 | UOB Kay Hian | OCBC | 11.9 | 13.56 | Buy | GGM, PB1.44x FY18 |
11/01/17 | Deutsche | OCBC | 11.9 | 12.3 | Hold | |
11/20/17 | Credit Suisse | OCBC | 11.65 | 12.6 | Neutral | |
11/20/17 | CIMB | OCBC | 11.65 | 12.6 | Add | |
11/23/17 | DBS Vickers | OCBC | 12.01 | 13.5 | Buy | GGM, PB1.3x FY18 |
12/01/17 | UOB Kay Hian | OCBC | 12.45 | 13.56 | Buy | GGM, PB1.44x FY18 |
12/08/17 | phillip | OCBC | 12.12 | 13.48 | Buy | |
12/20/17 | CIMB | OCBC | 12.25 | 12.6 | Add | |
01/02/18 | UOB Kay Hian | OCBC | 12.39 | 13.56 | Buy | GGM, PB1.44x FY18 |
01/05/18 | DBS Vickers | OCBC | 12.95 | 14 | Buy | GGM, PB1.4x FY18 |
01/05/18 | UOB Kay Hian | OCBC | 12.95 | 14.88 | Buy | GGM, PB1.58x FY18 |
01/09/18 | Deutsche | OCBC | 12.99 | 13.6 | Hold | |
01/10/18 | phillip | OCBC | 12.91 | 13.48 | Buy | |
02/05/18 | Macquarie | OCBC | 12.81 | 14 | Outperform |
Noble - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/05/16 | DBS Vickers | Noble | 0.395 | 0.42 | Hold | PB1x |
01/07/16 | Credit Suisse | Noble | 0.38 | 0.4 | Neutral | |
01/07/16 | OCBC | Noble | 0.38 | 0.44 | Hold | |
01/07/16 | UOB Kay Hian | Noble | 0.38 | 0.65 | Hold | |
01/29/16 | Religare | Noble | 0.27 | 0.37 | Buy | |
02/23/16 | Lim & Tan | Noble | 0.37 | 0 | Neutral | |
02/25/16 | Iceberg Research | Noble | 0.34 | 0.1 | Sell | Fraud alert |
02/26/16 | Credit Suisse | Noble | 0.335 | 0.3 | Neutral | PB0.4x |
02/26/16 | OCBC | Noble | 0.335 | 0.39 | Hold | |
02/29/16 | DBS Vickers | Noble | 0.355 | 0.32 | Hold | PER5.3x & PB1x |
03/01/16 | Lim & Tan | Noble | 0.345 | 0 | Neutral | |
03/04/16 | OCBC | Noble | 0.38 | 0.39 | Hold | |
04/08/16 | Credit Suisse | Noble | 0.415 | 0.3 | Neutral | |
05/13/16 | DBS Vickers | Noble | 0.36 | 0.32 | Hold | |
05/13/16 | OCBC | Noble | 0.36 | 0.34 | Hold | PER7.5x FY16, Buy @ $0.30 or lower |
05/18/16 | Lim & Tan | Noble | 0.33 | 0 | Neutral | |
06/06/16 | Lim & Tan | Noble | 0.26 | 0 | Neutral | |
08/12/16 | Credit Suisse | Noble | 0.155 | 0.15 | Neutral | Ex-Rights 1-for-1 at $0.11 |
08/12/16 | Lim & Tan | Noble | 0.155 | 0 | Neutral | |
08/15/16 | DBS Vickers | Noble | 0.148 | 0.175 | Hold | PER7.7x FY17 & PB1x |
09/20/16 | Lim & Tan | Noble | 0.139 | 0 | Avoid | |
10/10/16 | DBS Vickers | Noble | 0.192 | 0.19 | Hold | PER7.7x FY17 & PB1x |
11/11/16 | Credit Suisse | Noble | 0.205 | 0.21 | Neutral | |
11/14/16 | DBS Vickers | Noble | 0.195 | 0.2 | Hold | PER7.7x FY17 & PB1x |
02/14/17 | Credit Suisse | Noble | 0.197 | 0.21 | Neutral | |
02/28/17 | DBS Vickers | Noble | 0.23 | 0.23 | Hold | PB1x |
05/12/17 | Credit Suisse | Noble | 0.87 | 0.8 | Neutral | |
05/12/17 | DBS Vickers | Noble | 0.87 | 0.94 | Hold | Stock consol 10-into-1 |
05/12/17 | Macquarie | Noble | 0.87 | 0.7 | Underperform | Cut from $1.40 |
08/03/17 | Iceberg Research | Noble | 0.395 | 0 | Sell | Bankruptcy alert |
08/17/17 | Lim & Tan | Noble | 0.435 | 0 | Sell/Avoid | Bankruptcy alert |
11/21/17 | Lim & Tan | Noble | 0.193 | 0 | Avoid |
Stock calls for 8 February 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
02/08/18 | NRA | Addvalue | 0.042 | 0.079 | Not Rated | |
02/08/18 | Macquarie | DBS | 25.36 | 27.5 | Outperform | |
02/08/18 | Lim & Tan | DBS | 25.36 | 0 | Buy | |
02/08/18 | DMG & Partners | DBS | 25.36 | 25 | Neutral | PB1.3x FY18 |
02/08/18 | UOB Kay Hian | First Resources | 1.84 | 1.95 | Hold | PER16x FY18x, Buy @ $1.75 |
02/08/18 | DBS Vickers | MM2 Asia | 0.495 | 0.75 | Buy | |
02/08/18 | DMG & Partners | Singtel | 3.44 | 4.1 | Buy | |
02/08/18 | DBS Vickers | Singtel | 3.44 | 4.3 | Buy | |
02/08/18 | Lim & Tan | Singtel | 3.44 | 0 | Buy on weakness | |
02/08/18 | Macquarie | UOB | 26.4 | 27.5 | Neutral | |
02/08/18 | CIMB | Venture | 22.29 | 29.13 | Add |
Travel alert to Maldives.
https://www.theedgesingapore.com/singaporeans-urged-avoid-non-essential-travel-maldives-mfa
There is a coup going on in Maldives now. Avoid travelling to Maldives!
There is a coup going on in Maldives now. Avoid travelling to Maldives!
Mathematicians say that bitcoin is a scam now!
https://www.bloomberg.com/news/articles/2018-02-07/bitcoin-may-evolve-into-what-everyone-fears-mathematicians-say
More and more people are saying that bitcoin is a scam.
If you still don't listen, you deserve to be burnt in bitcoin investment.
More and more people are saying that bitcoin is a scam.
If you still don't listen, you deserve to be burnt in bitcoin investment.
Chinese bike-sharing firm has gone bankrupt - Part 2
https://sg.finance.yahoo.com/news/china-bike-sharing-firm-no-1-bicycle-shutters-020150045--finance.html
Another casualty in China!
This is not surprising as we've been stating that bike sharing is a flawed business concept.
https://sg-stock.blogspot.sg/2017/11/chinese-bike-sharing-firm-has-gone.html
Another casualty in China!
This is not surprising as we've been stating that bike sharing is a flawed business concept.
https://sg-stock.blogspot.sg/2017/11/chinese-bike-sharing-firm-has-gone.html
Wednesday, February 7, 2018
Netlink - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
07/20/17 | DIR | Netlink | 0.81 | 0.97 | Buy | DCF |
08/01/17 | Deutsche | Netlink | 0.815 | 0.95 | Buy | DCF |
08/29/17 | DBS Vickers | Netlink | 0.81 | 0.95 | Buy | DCF |
08/29/17 | UOB Kay Hian | Netlink | 0.81 | 0.93 | Buy | DCF |
09/25/17 | UOB Kay Hian | Netlink | 0.825 | 0.93 | Buy | |
09/28/17 | DIR | Netlink | 0.825 | 0.97 | Buy | DCF |
11/10/17 | DBS Vickers | Netlink | 0.825 | 0.95 | Buy | DCF |
11/13/17 | UOB Kay Hian | Netlink | 0.825 | 0.93 | Buy | DCF |
01/12/18 | UOB Kay Hian | Netlink | 835 | 0.93 | Buy | |
01/26/18 | DBS Vickers | Netlink | 0.83 | 0.95 | Buy | DCF |
02/07/18 | UOB Kay Hian | Netlink | 0.82 | 0.93 | Buy | DCF |
02/07/18 | DBS Vickers | Netlink | 0.82 | 0.97 | Buy | DCF |
Nera Telecom - Stock calls
Date | Analyst | Code | Company | Last | Target | Call | Percent | Valuation |
02/25/16 | Lim & Tan | N01 | Nera Telecom | 0.6 | 0 | Hold | -100.00 | |
02/29/16 | DMG & Partners | N01 | Nera Telecom | 0.57 | 0.55 | Neutral | -3.51 | DCF, PER14.3x FY16 |
05/05/16 | Lim & Tan | N01 | Nera Telecom | 0.625 | 0 | Hold | -100.00 | |
05/10/16 | DMG & Partners | N01 | Nera Telecom | 0.635 | 0.55 | Neutral | -13.39 | DCF |
05/23/16 | DMG & Partners | N01 | Nera Telecom | 0.7 | 0.8 | Trading Buy | 14.29 | DCF, PER12.6x ex-cash |
05/23/16 | UOB Kay Hian | N01 | Nera Telecom | 0.7 | 0.835 | Buy | 19.29 | Sum of parts |
06/15/16 | UOB Kay Hian | N01 | Nera Telecom | 0.685 | 0.835 | Buy | 21.90 | |
07/14/16 | UOB Kay Hian | N01 | Nera Telecom | 0.68 | 0.835 | Buy | 22.79 | |
08/03/16 | Lim & Tan | N01 | Nera Telecom | 0.705 | 0 | Hold | -100.00 | |
08/04/16 | DMG & Partners | N01 | Nera Telecom | 0.68 | 0.8 | Trading Buy | 17.65 | DCF |
08/04/16 | Lim & Tan | N01 | Nera Telecom | 0.68 | 0 | Trading Buy | -100.00 | |
08/04/16 | UOB Kay Hian | N01 | Nera Telecom | 0.68 | 0.835 | Buy | 22.79 | Sum of parts |
09/27/16 | UOB Kay Hian | N01 | Nera Telecom | 0.735 | 0.835 | Buy | 13.61 | Sum of parts |
10/26/16 | Lim & Tan | N01 | Nera Telecom | 0.73 | 0 | Buy on weakness | -100.00 | |
10/27/16 | DMG & Partners | N01 | Nera Telecom | 0.735 | 0.8 | Trading Buy | 8.84 | |
10/27/16 | UOB Kay Hian | N01 | Nera Telecom | 0.735 | 0.835 | Buy | 13.61 | Sum of parts |
11/09/16 | Lim & Tan | N01 | Nera Telecom | 0.775 | 0 | Take profit | -100.00 | |
11/10/16 | UOB Kay Hian | N01 | Nera Telecom | 0.685 | 0.58 | Sell | -15.33 | PER14.6x FY17 |
02/22/17 | Lim & Tan | N01 | Nera Telecom | 0.435 | 0 | Sell | -100.00 | |
05/05/17 | Lim & Tan | N01 | Nera Telecom | 0.39 | 0 | Hold | -100.00 | |
08/07/17 | Lim & Tan | N01 | Nera Telecom | 0.39 | 0 | Hold | -100.00 |
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