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Thursday, March 15, 2018

Starhub - Stock calls


Date Analyst Company Last Target Call Valuation
01/18/16 DMG & Partners Starhub 3.47 4 Neutral
01/18/16 OCBC Starhub 3.47 3.91 Buy
01/25/16 Credit Suisse Starhub 3.31 3.05 Underperform
01/25/16 UOB Kay Hian Starhub 3.31 3.82 Hold
01/26/16 Deutsche Starhub 3.37 4.05 Hold
02/17/16 CIMB Starhub 3.8 3.6 Hold DCF
02/17/16 DBS Vickers Starhub 3.8 3.3 Fully Valued
02/17/16 DIR Starhub 3.8 3.02 Sell DDM
02/17/16 DMG & Partners Starhub 3.8 4.06 Neutral DCF
02/17/16 Kim Eng Starhub 3.8 4 Hold DCF
02/17/16 OCBC Starhub 3.8 3.94 Hold DCF, Buy @ $3.70
02/17/16 UOB Kay Hian Starhub 3.8 3.8 Hold DCF, Buy @ $3.30
02/19/16 Credit Suisse Starhub 3.49 3 Underperform
03/04/16 Deutsche Starhub 3.39 4.05 Hold
03/15/16 CIMB Starhub 3.41 3.6 Hold
03/16/16 OCBC Starhub 3.37 3.94 Hold
03/17/16 UOB Kay Hian Starhub 3.38 3.8 Hold DCF
03/21/16 Credit Suisse Starhub 3.34 3.05 Underperform
03/23/16 Lim & Tan Starhub 3.32 0 Hold
03/28/16 UOB Kay Hian Starhub 3.36 3.03 Sell Probability weighted
03/31/16 OCBC Starhub 3.31 3.8 Buy DCF
04/07/16 Deutsche Starhub 3.33 4.05 Buy
04/08/16 UOB Kay Hian Starhub 3.29 3.03 Sell
04/13/16 Credit Suisse Starhub 3.3 3 Underperform
05/06/16 CIMB Starhub 3.3 3.2 Hold DCF
05/06/16 Credit Suisse Starhub 3.3 3 Underperform
05/06/16 DBS Vickers Starhub 3.3 3.3 Fully Valued
05/06/16 DIR Starhub 3.3 2.99 Underperform DDM
05/06/16 DMG & Partners Starhub 3.3 3.75 Neutral DCF
05/06/16 Kim Eng Starhub 3.3 4 Hold
05/06/16 Lim & Tan Starhub 3.3 0 Hold
05/06/16 UOB Kay Hian Starhub 3.3 3.03 Sell Probability weighted
05/12/16 UOB Kay Hian Starhub 3.31 2.3 Sell
05/16/16 DBS Vickers Starhub 3.38 3.3 Hold
05/25/16 OCBC Starhub 3.48 3.69 Buy
06/01/16 Kim Eng Starhub 3.53 4.15 Buy DCF
06/10/16 OCBC Starhub 3.63 3.69 Hold DCF, Buy @ $3.50
06/15/16 UOB Kay Hian Starhub 3.55 2.3 Sell
07/07/16 Credit Suisse Starhub 3.75 3 Underperform
07/14/16 UOB Kay Hian Starhub 3.92 2.3 Sell
08/04/16 CIMB Starhub 3.88 3.7 Hold DCF
08/04/16 DBS Vickers Starhub 3.88 4.1 Buy
08/04/16 DIR Starhub 3.88 3.31 Underperform DDM
08/04/16 Lim & Tan Starhub 3.88 3.52 Sell Bloomberg consensus target
08/04/16 OCBC Starhub 3.88 3.94 Hold DCF, Buy @ $3.70 or lower
08/04/16 UOB Kay Hian Starhub 3.88 3.07 Sell Probability weighted
08/22/16 DBS Vickers Starhub 3.85 3.65 Hold
08/26/16 Credit Suisse Starhub 3.8 3 Underperform
09/02/16 CIMB Starhub 3.63 3.7 Hold DCF
09/02/16 OCBC Starhub 3.63 3.69 Hold
09/02/16 UOB Kay Hian Starhub 3.63 2.62 Sell
09/05/16 Kim Eng Starhub 3.47 3.52 Hold DCF
09/09/16 Credit Suisse Starhub 3.45 3 Underperform
09/22/16 Credit Suisse Starhub 3.4 2.65 Underperform
09/22/16 DBS Vickers Starhub 3.4 3 Fully Valued DCF
09/22/16 Deutsche Starhub 3.4 3.9 Buy
10/03/16 UOB Kay Hian Starhub 3.43 2.62 Sell
10/04/16 DIR Starhub 3.47 3.04 Underperform DDM
11/02/16 DBS Vickers Starhub 3.37 2.8 Fully Valued DCF
11/03/16 CIMB Starhub 3.38 3.7 Hold DCF
11/03/16 Credit Suisse Starhub 3.38 2.65 Underperform
11/03/16 DIR Starhub 3.38 3.04 Underperform DDM
11/03/16 Lim & Tan Starhub 3.38 0 Sell
11/03/16 OCBC Starhub 3.38 3.3 Hold DCF
11/03/16 UOB Kay Hian Starhub 3.38 2.4 Sell DCF
11/21/16 CIMB Starhub 2.9 3.2 Hold DCF
12/02/16 DMG & Partners Starhub 2.89 3.75 Neutral
12/05/16 UOB Kay Hian Starhub 2.87 2.4 Sell DCF
12/06/16 CIMB Starhub 2.95 3.2 Hold DCF
12/07/16 Deutsche Starhub 2.91 3.9 Buy
12/09/16 OCBC Starhub 2.95 3.05 Hold
12/15/16 Credit Suisse Starhub 2.9 2.65 Underperform
12/15/16 DBS Vickers Starhub 2.9 2.65 Fully Valued DCF
12/15/16 DIR Starhub 2.9 2.58 Underperform DDM
01/03/17 DMG & Partners Starhub 2.81 2.82 Neutral
01/03/17 UOB Kay Hian Starhub 2.81 2.4 Sell
01/12/17 Deutsche Starhub 2.93 3.9 Buy
01/13/17 Credit Suisse Starhub 2.92 2.65 Underperform
01/13/17 DBS Vickers Starhub 2.92 3.01 Hold DCF
01/17/17 DIR Starhub 3.01 2.56 Underperform DDM
01/18/17 UOB Kay Hian Starhub 3.08 3.55 Buy DCF
02/06/17 CIMB Starhub 3 2.6 Reduce DCF, Buy @ $2.30 or below
02/06/17 Credit Suisse Starhub 3 2.35 Underperform
02/06/17 DBS Vickers Starhub 3 2.85 Hold DCF
02/06/17 DIR Starhub 3 2.31 Sell DDM
02/06/17 DMG & Partners Starhub 3 2.7 Neutral DCF
02/06/17 Kim Eng Starhub 3 2.49 Sell DCF
02/06/17 OCBC Starhub 3 2.65 Sell DCF
02/06/17 UOB Kay Hian Starhub 3 3.22 Buy DCF
02/07/17 Lim & Tan Starhub 2.8 0 Sell
03/09/17 UOB Kay Hian Starhub 2.85 3.1 Hold DCF, Buy @ $2.80
03/17/17 OCBC Starhub 2.81 2.5 Sell
03/20/17 Credit Suisse Starhub 2.87 2.25 Underperform
03/24/17 Kim Eng Starhub 2.86 2.49 Sell DCF
03/27/17 UOB Kay Hian Starhub 2.88 2.5 Hold
04/05/17 CIMB Starhub 2.88 2.6 Reduce
04/05/17 Credit Suisse Starhub 2.88 2.25 Underperform
04/05/17 DMG & Partners Starhub 2.88 2.7 Neutral
04/05/17 Kim Eng Starhub 2.88 2.36 Sell DCF
04/05/17 OCBC Starhub 2.88 2.5 Sell
04/06/17 DBS Vickers Starhub 2.86 2.85 Hold
05/04/17 Credit Suisse Starhub 2.78 2.2 Underperform
05/04/17 DMG & Partners Starhub 2.78 2.7 Neutral DCF
05/04/17 Kim Eng Starhub 2.78 2.36 Sell DCF
05/04/17 OCBC Starhub 2.78 2.4 Sell DCF
05/04/17 UOB Kay Hian Starhub 2.78 2.98 Hold DCF, Buy @ $2.62
05/05/17 CIMB Starhub 2.78 2.45 Reduce DCF, Buy @ $2.15 or below
06/05/17 DBS Vickers Starhub 2.73 2.7 Fully Valued
06/09/17 OCBC Starhub 2.74 2.4 Sell
06/16/17 UOB Kay Hian Starhub 2.73 2.98 Hold DCF, Buy @ $2.62
06/23/17 DIR Starhub 2.7 2.31 Sell DDM
07/07/17 DMG & Partners Starhub 2.72 2.7 Neutral
07/20/17 Credit Suisse Starhub 2.74 2.2 Underperform
08/03/17 DMG & Partners Starhub 2.7 2.7 Hold DCF
08/03/17 DIR Starhub 2.7 2.31 Sell DDM
08/03/17 UOB Kay Hian Starhub 2.7 2.9 Hold DCF, Buy @ $2.60
08/03/17 OCBC Starhub 2.7 2.4 Sell DCF
08/03/17 CIMB Starhub 2.7 2.5 Reduce DCF, Buy @ $2.20 or below
08/03/17 Lim & Tan Starhub 2.7 0 Hold
08/03/17 DBS Vickers Starhub 2.7 2.33 Fully Valued DCF
08/22/17 UOB Kay Hian Starhub 2.59 2.62 Hold DCF, Buy @ $2.38
09/07/17 UOB Kay Hian Starhub 2.63 2.62 Hold DCF, Buy @ $2.38
09/08/17 Credit Suisse Starhub 2.64 2.2 Underperform
09/11/17 OCBC Starhub 2.63 2.3 Sell
09/14/17 Kim Eng Starhub 2.58 2.17 Sell DCF
09/20/17 Deutsche Starhub 2.59 3.5 Buy
09/25/17 CIMB Starhub 2.6 2.5 Hold
09/28/17 DIR Starhub 2.65 2.25 Sell DDM
10/12/17 UOB Kay Hian Starhub 2.64 2.62 Hold DCF, Buy @ $2.38
10/16/17 DBS Vickers Starhub 2.67 2.2 Fully Valued DCF
11/03/17 OCBC Starhub 2.64 2.3 Sell
11/03/17 Kim Eng Starhub 2.64 2.17 Sell DCF
11/03/17 UOB Kay Hian Starhub 2.64 2.62 Hold DCF, Buy @ $2.38
11/03/17 Credit Suisse Starhub 2.64 2.2 Underperform
11/03/17 DMG & Partners Starhub 2.64 2.7 Neutral DCF
11/03/17 CIMB Starhub 2.64 2.5 Hold DCF
11/06/17 DBS Vickers Starhub 2.72 2.2 Fully Valued DCF
12/20/17 CIMB Starhub 2.88 2.5 Hold
01/10/18 DMG & Partners Starhub 2.89 2.7 Neutral
01/12/18 UOB Kay Hian Starhub 2.93 2.62 Hold
01/17/18 CIMB Starhub 2.92 2.8 Hold DCF
01/26/18 DBS Vickers Starhub 2.97 2.2 Fully Valued DCF
02/15/18 OCBC Starhub 2.86 2.2 Sell
02/15/18 UOB Kay Hian Starhub 2.86 2.7 Hold DCF, Buy @ $2.50
02/15/18 Kim Eng Starhub 2.86 2.27 Sell DCF
02/15/18 Credit Suisse Starhub 2.86 2.15 Underperform
02/15/18 CIMB Starhub 2.86 2.7 Hold DCF
02/15/18 Lim & Tan Starhub 2.86 0 Sell
02/15/18 DMG & Partners Starhub 2.86 2.65 Neutral
02/20/18 DBS Vickers Starhub 2.6 2.2 Fully Valued DCF
03/12/18 UOB Kay Hian Starhub 2.47 2.7 Hold
03/14/18 Kim Eng Starhub 2.44 2.27 Sell DCF
03/15/18 CIMB Starhub 2.43 2.7 Hold DCF
03/15/18 DMG & Partners Starhub 2.43 2.65 Neutral

Starhill - Stock calls


Date Analyst Company Last Target Call Valuation
01/05/16 UOB Kay Hian Starhill 0.76 0.91 Buy
01/08/16 DBS Vickers Starhill 0.74 0.84 Buy DCF
01/08/16 OCBC Starhill 0.74 0.93 Buy
01/28/16 DIR Starhill 0.725 0.84 Outperform DDM
01/28/16 DMG & Partners Starhill 0.725 0.84 Buy DDM, PB0.93x FY15
01/28/16 Kim Eng Starhill 0.725 0.75 Hold Yield 7.5% FY16
01/28/16 OCBC Starhill 0.725 0.84 Buy DDM
03/07/16 CIMB Starhill 0.76 0.81 Hold DDM
03/16/16 DBS Vickers Starhill 0.765 0.84 Buy
03/16/16 OCBC Starhill 0.765 0.84 Buy
03/17/16 DMG & Partners Starhill 0.77 0.84 Buy
03/30/16 UOB Kay Hian Starhill 0.765 0.91 Buy DDM
04/01/16 DBS Vickers Starhill 0.78 0.84 Buy DCF
04/13/16 Kim Eng Starhill 0.785 0.79 Hold Yield 7%
04/25/16 CIMB Starhill 0.79 0.82 Hold DDM
04/25/16 DIR Starhill 0.79 0.84 Outperform DDM
04/25/16 OCBC Starhill 0.79 0.84 Buy
04/27/16 UOB Kay Hian Starhill 0.79 0.91 Buy
05/17/16 Kim Eng Starhill 0.78 0.79 Hold
06/09/16 OCBC Starhill 0.775 0.84 Buy
06/10/16 DIR Starhill 0.775 0.87 Outperform DDM
06/23/16 UOB Kay Hian Starhill 0.765 0.92 Buy DDM
07/04/16 DMG & Partners Starhill 0.785 0.84 Buy
07/18/16 UOB Kay Hian Starhill 0.795 1 Buy
08/01/16 OCBC Starhill 0.8 0.86 Buy
08/01/16 UOB Kay Hian Starhill 0.8 1 Buy DDM
08/02/16 CIMB Starhill 0.81 0.86 Hold DDM
08/02/16 DIR Starhill 0.81 0.88 Outperform DDM
08/02/16 Religare Starhill 0.81 0.9 Buy
08/03/16 DBS Vickers Starhill 0.81 0.87 Buy
10/14/16 DIR Starhill 0.81 0.88 Outperform
10/31/16 OCBC Starhill 0.81 0.86 Buy
11/01/16 CIMB Starhill 0.815 0.86 Hold DDM
11/01/16 DBS Vickers Starhill 0.815 0.87 Buy DCF
12/05/16 DMG & Partners Starhill 0.755 0.84 Buy
12/06/16 Kim Eng Starhill 0.75 0.89 Buy
12/09/16 UOB Kay Hian Starhill 0.75 0.9 Buy
01/09/17 DBS Vickers Starhill 0.77 0.87 Buy DCF
01/18/17 DIR Starhill 0.75 0.88 Outperform DDM
01/31/17 DBS Vickers Starhill 0.76 0.85 Buy DCF
02/02/17 CIMB Starhill 0.77 0.72 Hold DDM
02/02/17 DIR Starhill 0.77 0.86 Outperform DDM
02/02/17 DMG & Partners Starhill 0.77 0.81 Buy DDM
02/02/17 OCBC Starhill 0.77 0.82 Buy
03/07/17 UOB Kay Hian Starhill 0.745 0.9 Buy
03/10/17 DMG & Partners Starhill 0.735 0.81 Buy
04/04/17 DBS Vickers Starhill 0.76 0.85 Buy
04/07/17 DMG & Partners Starhill 0.765 0.81 Buy DDM
04/11/17 UOB Kay Hian Starhill 0.77 0.9 Buy DDM
04/18/17 DIR Starhill 0.765 0.86 Outperform
04/28/17 DBS Vickers Starhill 0.775 0.83 Buy PB0.86x
04/28/17 OCBC Starhill 0.775 0.82 Buy
05/05/17 DIR Starhill 0.76 0.85 Outperform DDM
05/17/17 OCBC Starhill 0.75 0.82 Buy
05/26/17 OCBC Starhill 0.76 0.81 Hold
06/06/17 DIR Starhill 0.755 0.85 Outperform
07/04/17 DMG & Partners Starhill 0.78 0.81 Buy
07/31/17 DIR Starhill 0.775 0.85 Outperform DDM
07/31/17 Religare Starhill 0.775 0.88 Buy
08/01/17 OCBC Starhill 0.78 0.82 Buy DDM
08/01/17 DMG & Partners Starhill 0.78 0.81 Neutral DDM
08/01/17 CIMB Starhill 0.78 0.83 Hold DDM
08/02/17 DBS Vickers Starhill 0.78 0.82 Buy
09/15/17 DIR Starhill 0.75 0.8 Outperform DDM
09/21/17 DMG & Partners Starhill 0.75 0.81 Neutral
10/23/17 UOB Kay Hian Starhill 0.775 0.9 Buy
10/31/17 CIMB Starhill 0.775 0.83 Hold DDM
11/01/17 OCBC Starhill 0.77 0.77 Hold
11/01/17 DBS Vickers Starhill 0.77 0.82 Buy DCF
01/02/18 Kim Eng Starhill 0.78 0.7 Sell DDM
01/05/18 DMG & Partners Starhill 0.775 0.81 Neutral DDM
01/30/18 OCBC Starhill 0.78 0.77 Hold
01/30/18 Lim & Tan Starhill 0.78 0 Hold

Stock calls for 15 March 2018


Date Analyst Company Last Target Call Valuation
03/15/18 UOB Kay Hian ART 1.16 1.23 Hold
03/15/18 UOB Kay Hian CDL Hospitality 1.69 1.95 Buy
03/15/18 CIMB Cityneon 1.11 1.58 Add PER14x FY19
03/15/18 DMG & Partners DBS 29.12 27 Neutral PB1.39x FY18
03/15/18 UOB Kay Hian Frasers Hospitality Trust 0.78 0.9 Buy
03/15/18 CIMB M1 1.78 1.85 Hold
03/15/18 DMG & Partners M1 1.78 1.95 Neutral
03/15/18 CIMB MM2 Asia 0.505 0.74 Add Sum of parts
03/15/18 Lim & Tan SIA 11.2 0 Neutral
03/15/18 CIMB Singtel 3.4 4 Add Sum of parts
03/15/18 DMG & Partners Singtel 3.4 4.1 Buy Sum of parts
03/15/18 CIMB Starhub 2.43 2.7 Hold DCF
03/15/18 DMG & Partners Starhub 2.43 2.65 Neutral

Health alert - Cut down on bottled plastic drinks!

https://www.channelnewsasia.com/news/health/top-bottled-water-brands-contaminated-with-plastic-particles-10044936

Look like plastic particles are getting into our lifestyles now.  We did report about such micro-plastics in our previous postings before in the sea and marine food.

http://sg-stock.blogspot.sg/2017/12/seafood-health-alerts-in-norway-chile.html

The USA will become the public enemy no.1 soon.

https://sg.finance.yahoo.com/news/trump-seems-hint-could-pull-050600774.html

Trump is threatening South Korea now so that he can have the bargaining power to dictate the trade deals.

What a lowball move!

Wednesday, March 14, 2018

Bitcoin is worthless!

https://sg.finance.yahoo.com/news/bitcoin-worthless-bubble-may-pop-soon-allianz-global-says-081624747.html

The statement that bitcoin is worthless and is coming from an EUR$500b company head cannot be taken lightly because of the ripple effect he can create.  He will tell all his customers the same thing in his capacity in the company.

ST Engineering - Stock calls


Date Analyst Company Last Target Call Valuation
01/05/16 Lim & Tan ST Engineering 2.97 0 Buy
01/06/16 UOB Kay Hian ST Engineering 2.97 3.25 Hold
01/26/16 Deutsche ST Engineering 2.89 3.7 Buy
02/01/16 OCBC ST Engineering 2.87 3.22 Buy PER19x FY16
02/16/16 UOB Kay Hian ST Engineering 2.75 3.25 Hold
02/29/16 CIMB ST Engineering 2.85 3.17 Add Sum of parts
02/29/16 Credit Suisse ST Engineering 2.85 3 Neutral
02/29/16 DBS Vickers ST Engineering 2.85 3.4 Buy
02/29/16 Kim Eng ST Engineering 2.85 3.47 Buy PER20x FY16
02/29/16 Lim & Tan ST Engineering 2.85 0 Buy
02/29/16 OCBC ST Engineering 2.85 3.24 Buy PER19x FY16
02/29/16 UOB Kay Hian ST Engineering 2.85 3.28 Buy PER19.5x FY16
03/18/16 UOB Kay Hian ST Engineering 3.21 3.6 Buy PER21.4x FY16
03/22/16 Lim & Tan ST Engineering 3.23 0 Buy
04/01/16 UOB Kay Hian ST Engineering 3.23 3.6 Buy PER21.4x FY16
04/11/16 DBS Vickers ST Engineering 3.23 3.65 Buy PER16x & DCF
04/27/16 OCBC ST Engineering 3.26 3.24 Hold Buy @ $3
05/16/16 CIMB ST Engineering 3.08 3.32 Add Sum of parts
05/16/16 DBS Vickers ST Engineering 3.08 3.55 Buy
05/16/16 Kim Eng ST Engineering 3.08 3.17 Hold PER18x FY17
05/16/16 Lim & Tan ST Engineering 3.08 0 Hold
05/16/16 OCBC ST Engineering 3.08 3.24 Buy PER19x FY16
05/16/16 UOB Kay Hian ST Engineering 3.08 3.5 Buy PER21x
06/07/16 UOB Kay Hian ST Engineering 3.19 3.5 Buy
06/22/16 Lim & Tan ST Engineering 3.12 0 Hold
07/11/16 Lim & Tan ST Engineering 3.18 0 Hold
07/13/16 CIMB ST Engineering 3.32 3.6 Add Sum of parts, PER22x
07/14/16 UOB Kay Hian ST Engineering 3.37 3.5 Buy
08/15/16 CIMB ST Engineering 3.41 3.6 Add DCF & PER22x CY17
08/15/16 Lim & Tan ST Engineering 3.41 0 Hold
08/15/16 UOB Kay Hian ST Engineering 3.41 3.5 Buy PER21.4x FY16
08/16/16 DBS Vickers ST Engineering 3.34 3.55 Buy
08/17/16 UOB Kay Hian ST Engineering 3.32 3.6 Buy DDM, PER22x FY16
09/07/16 Macquarie ST Engineering 3.41 3.2 Neutral Sum of parts
09/16/16 UOB Kay Hian ST Engineering 3.27 3.6 Buy
10/14/16 CIMB ST Engineering 3.17 3.6 Add DCF & PER22x CY17
10/17/16 OCBC ST Engineering 3.18 3.13 Hold PER19x FY17
10/19/16 Lim & Tan ST Engineering 3.19 0 Hold
10/19/16 UOB Kay Hian ST Engineering 3.19 3.4 Buy DDM, PER23x FY16
11/10/16 Lim & Tan ST Engineering 3.07 0 Buy
11/11/16 CIMB ST Engineering 3.11 3.75 Add DCF & PER22x CY18
11/11/16 Credit Suisse ST Engineering 3.11 3 Neutral
11/11/16 DBS Vickers ST Engineering 3.11 3.5 Buy
11/11/16 OCBC ST Engineering 3.11 3.2 Hold
11/11/16 UOB Kay Hian ST Engineering 3.11 3.42 Buy DDM
11/22/16 Credit Suisse ST Engineering 3.21 4 Outperform
12/06/16 CIMB ST Engineering 3.36 3.75 Add
12/13/16 Kim Eng ST Engineering 3.4 3.17 Hold PER18x FY17
12/15/16 DBS Vickers ST Engineering 3.41 3.68 Buy
12/20/16 Lim & Tan ST Engineering 3.31 0 Buy
01/02/17 OCBC ST Engineering 3.3 3.2 Hold
01/03/17 UOB Kay Hian ST Engineering 3.23 3.42 Buy
01/05/17 Credit Suisse ST Engineering 3.3 4 Outperform
01/13/17 DBS Vickers ST Engineering 3.34 3.5 Buy
01/19/17 Lim & Tan ST Engineering 3.41 0 Buy
02/08/17 UOB Kay Hian ST Engineering 3.37 3.42 Buy
02/10/17 CIMB ST Engineering 3.36 3.75 Add DCF & PER22x CY18
02/10/17 Credit Suisse ST Engineering 3.36 4 Outperform
02/17/17 CIMB ST Engineering 3.4 3.82 Add DCF & PER22x
02/17/17 Lim & Tan ST Engineering 3.4 0 Buy
02/17/17 OCBC ST Engineering 3.4 3.2 Hold
02/17/17 UOB Kay Hian ST Engineering 3.4 3.7 Buy DDM, PER21x
03/13/17 Credit Suisse ST Engineering 3.66 4 Outperform
03/21/17 UOB Kay Hian ST Engineering 3.68 3.7 Buy
03/24/17 Kim Eng ST Engineering 3.64 3.17 Hold PER18x FY17
04/04/17 DBS Vickers ST Engineering 3.65 3.8 Buy
04/05/17 UOB Kay Hian ST Engineering 3.64 3.7 Buy
04/10/17 CIMB ST Engineering 3.65 3.82 Add
04/19/17 Credit Suisse ST Engineering 3.75 4 Outperform
04/19/17 Lim & Tan ST Engineering 3.75 0 Buy
05/15/17 CIMB ST Engineering 3.75 3.82 Add PER22x & DCF
05/15/17 Credit Suisse ST Engineering 3.75 4 Outperform
05/15/17 DBS Vickers ST Engineering 3.75 4.12 Buy DCF & PER23x
05/15/17 OCBC ST Engineering 3.75 3.7 Hold DCF
05/15/17 UOB Kay Hian ST Engineering 3.75 3.9 Hold DCF, PER22.7x FY17, Buy @ $3.60 or lower
05/16/17 Lim & Tan ST Engineering 3.71 0 Buy
06/06/17 UOB Kay Hian ST Engineering 3.73 3.9 Hold
06/16/17 DBS Vickers ST Engineering 3.72 4.12 Buy
07/24/17 CIMB ST Engineering 3.77 3.82 Add DCF & PER22x
07/27/17 DBS Vickers ST Engineering 3.79 4.12 Buy PER23x
08/02/17 DIR ST Engineering 3.8 4.46 Buy DCF
08/14/17 OCBC ST Engineering 3.7 3.61 Hold DCF
08/14/17 DIR ST Engineering 3.7 4.39 Buy DCF
08/14/17 UOB Kay Hian ST Engineering 3.7 3.8 Hold Buy @ $3.50
08/14/17 CIMB ST Engineering 3.7 3.82 Add DCF & PER22x CY18
08/14/17 DBS Vickers ST Engineering 3.7 3.8 Hold
08/14/17 Lim & Tan ST Engineering 3.7 0 Buy
08/15/17 Credit Suisse ST Engineering 3.68 4 Outperform
09/06/17 DMG & Partners ST Engineering 3.59 4.07 Buy DCF & PER23.3x FY18 & PB5.5x & EV/Ebitda16x
09/28/17 Lim & Tan ST Engineering 3.49 0 Buy
10/04/17 DIR ST Engineering 3.43 4.39 Buy DCF
10/12/17 Crucial Perspective ST Engineering 3.35 4.3 Outperform
10/25/17 Lim & Tan ST Engineering 3.38 0 Buy
10/27/17 UOB Kay Hian ST Engineering 3.46 3.8 Buy
11/08/17 Lim & Tan ST Engineering 3.47 0 Buy
11/09/17 DMG & Partners ST Engineering 3.41 4.04 Buy PER23x & PB5.5x & EV/Ebitda16x & DCF
11/09/17 UOB Kay Hian ST Engineering 3.41 3.8 Buy DCF
11/09/17 Credit Suisse ST Engineering 3.41 4 Outperform
11/09/17 OCBC ST Engineering 3.41 3.61 Hold
11/09/17 CIMB ST Engineering 3.41 3.85 Add PER22x CY19
11/09/17 DBS Vickers ST Engineering 3.41 3.7 Hold
12/20/17 CIMB ST Engineering 3.17 3.85 Add
01/05/18 DBS Vickers ST Engineering 3.3 3.7 Hold
01/18/18 CIMB ST Engineering 3.31 3.85 Add DCF & PER22x CY19
01/22/18 Lim & Tan ST Engineering 3.32 0 Buy
02/07/18 OCBC ST Engineering 3.23 4 Buy
02/07/18 CIMB ST Engineering 3.23 3.85 Add
02/20/18 DMG & Partners ST Engineering 3.35 4.2 Buy
02/26/18 CIMB ST Engineering 3.39 3.8 Add DCF, PER & Div yield
02/26/18 UOB Kay Hian ST Engineering 3.39 3.6 Hold DCF, Buy @ $3.20
02/26/18 DBS Vickers ST Engineering 3.39 3.9 Buy
02/26/18 Lim & Tan ST Engineering 3.39 0 Buy
02/27/18 DMG & Partners ST Engineering 3.44 4.04 Buy PER23x & PB5.5x & EV/Ebitda16x & DCF
03/02/18 Lim & Tan ST Engineering 3.38 0 Buy
03/05/18 CIMB ST Engineering 3.36 3.8 Add
03/09/18 UOB Kay Hian ST Engineering 3.38 3.6 Hold
03/12/18 Kim Eng ST Engineering 3.38 4.15 Buy DCF
03/13/18 Amfrasers ST Engineering 3.43 3.88 Buy
03/13/18 Credit Suisse ST Engineering 3.43 4 Outperform

Spindex - Stock calls


Date Analyst Company Last Target Call Valuation
04/11/16 DBS Vickers Spindex 0.745 0.99 Not Rated PER6x FY16
07/28/17 Lim & Tan Spindex 0.985 0 Buy
08/22/17 Lim & Tan Spindex 1.165 0 Buy
09/22/17 SI Research Spindex 1.11 1.46 Buy PER12x

Stock calls for 14 March 2018


Date Analyst Company Last Target Call Valuation
03/14/18 DBS Vickers Bumitama 0.715 0.94 Buy
03/14/18 Lim & Tan CapitaCommercial 1.77 0 Buy
03/14/18 DBS Vickers First Resources 1.75 2.18 Buy
03/14/18 Kim Eng M1 1.78 1.63 Sell DCF
03/14/18 OCBC Netlink 0.82 0.91 Buy DDM
03/14/18 UOB Kay Hian Oxley 0.56 0.74 Buy
03/14/18 DBS Vickers Perennial Reit 0.875 1.05 Buy
03/14/18 Kim Eng Singtel 3.41 3.69 Hold Sum of parts
03/14/18 UOB Kay Hian SPH 2.56 2.39 Sell Sum of parts
03/14/18 Kim Eng Starhub 2.44 2.27 Sell DCF
03/14/18 DBS Vickers Wilmar 3.23 3.65 Buy

A brilliant scientist, Stephen Hawking, has just passed away.

https://sg.news.yahoo.com/physicist-stephen-hawking-conquered-stars-dies-76-042537452.html

The world has just lost a brilliant man but Stephen may have just found his freedom in another world as he is no longer confined to a wheelchair.

Goodbye, Stephen! You will always be remembered.

US-China trade war is rising!

https://finance.yahoo.com/news/trump-could-hit-china-tariffs-195214971.html

The USA will impose intellectual properties tariffs on China and China will definitely retaliate.

There will be collateral damages for other countries that trade with US and China and Singapore won't be spared.

Tuesday, March 13, 2018

Libor-OIS spread is at a 6-year high. Is the financial crisis coming back again?

http://westdollar.com/sbdm/forex/news/1130,20180312842335989.html


Both the TED spread and Libor-OIS spread will indicate stresses in the banking and financial sectors because both spreads show the bank borrowing rates for each other.  When the spreads are high, it means that the banks don't trust each other and are unwilling to lend to each other at low rates.

The Libor-OIS spread is at a 6-year high now which is a warning sign that other interest rates will increase dramatically.  Therefore, analysts have to watch out for such spreads for any impending financial crisis.