Date | Analyst | Company | Last | Target | Call | Valuation |
03/29/18 | UOB Kay Hian | Comfortdelgro | 2 | 2.25 | Buy | PER16.6x |
03/29/18 | CIMB | Mapletree Greater China | 1.15 | 1.3 | Add | DDM |
03/29/18 | OCBC | Soilbuild Reit | 0.645 | 0.7 | Buy |
Thursday, March 29, 2018
Stock calls for 29 March 2018
Noble Group is playing punk now. - Part 2
https://sg.finance.yahoo.com/news/noble-bows-paying-us-1-021500286.html
Sigh! Here we go again!
A company in distress has the biggest say! It can play punk and impose its decision on others unilaterally by threatening to file for bankruptcy. Conversely, it can pay its management well for playing punk.
http://sg-stock.blogspot.sg/2018/03/noble-group-is-playing-punk-now.html
Sigh! Here we go again!
A company in distress has the biggest say! It can play punk and impose its decision on others unilaterally by threatening to file for bankruptcy. Conversely, it can pay its management well for playing punk.
http://sg-stock.blogspot.sg/2018/03/noble-group-is-playing-punk-now.html
Hot news! Tesla will go bankrupt soon!
https://www.cnbc.com/2018/03/28/this-is-a-critical-time-for-tesla-says-moodys-analyst-who-caused-its-bonds-and-stock-to-drop.html
https://www.marketwatch.com/story/tesla-is-just-months-away-from-a-total-collapse-says-hedge-fund-manager-2018-03-27
https://www.forbes.com/sites/alanohnsman/2018/02/07/after-stellar-rocket-launch-teslas-675-million-loss-pulls-upbeat-musk-back-to-earth/#5c62d1e761ba
Moody's has downgraded Tesla because Tesla is facing serious cashflow problems. It is a common knowledge that negative cashflow will crumble a company and Tesla will not escape from this doomsday scenario.
Tesla is losing about $700m per quarter now and only has enough money to last another quarter. Tesla electric car sales are also not doing well. With limited sales and a money-burning project, this company is doomed.
https://www.marketwatch.com/story/tesla-is-just-months-away-from-a-total-collapse-says-hedge-fund-manager-2018-03-27
https://www.forbes.com/sites/alanohnsman/2018/02/07/after-stellar-rocket-launch-teslas-675-million-loss-pulls-upbeat-musk-back-to-earth/#5c62d1e761ba
Moody's has downgraded Tesla because Tesla is facing serious cashflow problems. It is a common knowledge that negative cashflow will crumble a company and Tesla will not escape from this doomsday scenario.
Tesla is losing about $700m per quarter now and only has enough money to last another quarter. Tesla electric car sales are also not doing well. With limited sales and a money-burning project, this company is doomed.
Wednesday, March 28, 2018
UOB Bank - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/05/16 | CIMB | UOB | 19.09 | 20 | Hold | |
01/05/16 | Goldman Sachs | UOB | 19.09 | 20.6 | Neutral | |
01/08/16 | DIR | UOB | 18.38 | 21.6 | Buy | |
01/18/16 | Deutsche | UOB | 17.6 | 20 | Hold | GGM, PB1.1x |
01/18/16 | DMG & Partners | UOB | 17.6 | 21.7 | Neutral | GGM, PB1.15x FY16 |
01/26/16 | JP Morgan | UOB | 18 | 18 | Neutral | |
01/26/16 | Macquarie | UOB | 18 | 20 | Outperform | PB |
01/29/16 | Credit Suisse | UOB | 17.57 | 22.8 | Neutral | |
01/29/16 | Goldman Sachs | UOB | 17.57 | 20.1 | Neutral | |
02/11/16 | UBS | UOB | 17.56 | 19.8 | Buy | PER9.9x FY16 |
02/16/16 | Bloomberg | UOB | 17.85 | 21.5 | Buy | Consensus target |
02/16/16 | HSBC | UOB | 17.85 | 25.2 | Buy | |
02/16/16 | Lim & Tan | UOB | 17.85 | 0 | Buy | |
02/17/16 | Amfrasers | UOB | 17.81 | 17.37 | Hold | |
02/17/16 | CIMB | UOB | 17.81 | 19.31 | Hold | GGM, PB1.06x CY16 |
02/17/16 | DBS Vickers | UOB | 17.81 | 18.8 | Hold | GGM, PB1x FY16 |
02/17/16 | DIR | UOB | 17.81 | 19.5 | Outperform | Warranted equity method |
02/17/16 | DMG & Partners | UOB | 17.81 | 19.1 | Neutral | GGM, PB1.01x FY16, PER9.9x |
02/17/16 | Jefferies | UOB | 17.81 | 16 | Hold | |
02/17/16 | Kim Eng | UOB | 17.81 | 16.96 | Hold | PB0.9x FY16 |
02/17/16 | Macquarie | UOB | 17.81 | 17.5 | Neutral | |
02/26/16 | Credit Suisse | UOB | 16.81 | 19 | Neutral | |
03/04/16 | JP Morgan | UOB | 18.21 | 15 | Underweight | |
03/07/16 | DMG & Partners | UOB | 18.5 | 19.1 | Neutral | |
03/24/16 | DIR | UOB | 18.88 | 24.6 | Buy | |
03/24/16 | Kim Eng | UOB | 18.88 | 16.96 | Hold | |
04/07/16 | Credit Suisse | UOB | 18.71 | 19 | Neutral | |
04/07/16 | UBS | UOB | 18.71 | 19.4 | Neutral | |
04/26/16 | HSBC | UOB | 19.52 | 25.2 | Buy | GGM, PB1.3x FY15, PER13x FY15 |
04/27/16 | DIR | UOB | 19.39 | 24.6 | Buy | |
04/28/16 | CIMB | UOB | 18.88 | 18.74 | Hold | GGM, PB0.98x CY16 |
04/28/16 | OCBC | UOB | 18.88 | 20.05 | Hold | Cut from $20.15 |
04/29/16 | Amfrasers | UOB | 18.85 | 17.37 | Hold | |
04/29/16 | DBS Vickers | UOB | 18.85 | 18.8 | Hold | |
04/29/16 | DIR | UOB | 18.85 | 24.9 | Buy | GGM, PB1.27x |
04/29/16 | Jefferies | UOB | 18.85 | 16 | Hold | |
04/29/16 | Macquarie | UOB | 18.85 | 17 | Neutral | |
04/29/16 | phillip | UOB | 18.85 | 18.15 | Neutral | PB0.95x FY16 |
05/04/16 | CIMB | UOB | 18.4 | 18.74 | Hold | GGM, PB0.98x CY16 |
05/06/16 | Credit Suisse | UOB | 18.1 | 19 | Neutral | |
05/10/16 | DIR | UOB | 17.88 | 24.9 | Buy | Warranted equity method |
05/10/16 | Goldman Sachs | UOB | 17.88 | 19.3 | Neutral | |
05/30/16 | Kim Eng | UOB | 18.21 | 16.96 | Hold | |
06/09/16 | DIR | UOB | 18.98 | 24.9 | Buy | |
06/09/16 | Goldman Sachs | UOB | 18.98 | 20.4 | Neutral | |
06/14/16 | Deutsche | UOB | 18.3 | 20 | Hold | |
07/01/16 | Goldman Sachs | UOB | 18.42 | 20 | Neutral | |
07/01/16 | Kim Eng | UOB | 18.42 | 16.96 | Hold | |
07/05/16 | DMG & Partners | UOB | 18.54 | 18.85 | Neutral | |
07/19/16 | DIR | UOB | 18.93 | 24.9 | Buy | Warranted equity method |
07/29/16 | CIMB | UOB | 18.7 | 18.52 | Hold | GGM |
07/29/16 | Credit Suisse | UOB | 18.7 | 19 | Neutral | |
07/29/16 | DBS Vickers | UOB | 18.7 | 17.7 | Hold | |
07/29/16 | Goldman Sachs | UOB | 18.7 | 19.7 | Neutral | |
07/29/16 | Jefferies | UOB | 18.7 | 16.5 | Hold | |
07/29/16 | Kim Eng | UOB | 18.7 | 18.34 | Hold | PB0.9x FY17 |
07/29/16 | Lim & Tan | UOB | 18.7 | 0 | Hold | |
07/29/16 | Macquarie | UOB | 18.7 | 18 | Neutral | |
07/29/16 | OCBC | UOB | 18.7 | 19.61 | Hold | |
08/01/16 | phillip | UOB | 18.2 | 17.95 | Neutral | PB0.95x FY16 |
08/01/16 | UOB Kay Hian | UOB | 18.2 | 18.26 | Not Rated | |
08/12/16 | Credit Suisse | UOB | 17.87 | 19.26 | Neutral | |
08/18/16 | Kim Eng | UOB | 17.56 | 18.34 | Hold | |
09/09/16 | Credit Suisse | UOB | 18.78 | 21.2 | Outperform | |
09/19/16 | Kim Eng | UOB | 18.86 | 18.34 | Hold | |
09/28/16 | DIR | UOB | 18.8 | 24.9 | Buy | |
10/03/16 | Kim Eng | UOB | 18.83 | 18.34 | Hold | |
10/05/16 | DMG & Partners | UOB | 18.85 | 18.85 | Neutral | |
10/12/16 | Goldman Sachs | UOB | 18.77 | 19.7 | Neutral | |
10/17/16 | DIR | UOB | 18.32 | 24.9 | Buy | |
10/19/16 | CIMB | UOB | 18.52 | 18.52 | Hold | |
10/28/16 | Lim & Tan | UOB | 18.94 | 0 | Hold | |
10/31/16 | CIMB | UOB | 18.63 | 18.42 | Hold | GGM, PB0.92x CY17 |
10/31/16 | DBS Vickers | UOB | 18.63 | 18.1 | Hold | |
10/31/16 | DIR | UOB | 18.63 | 24 | Buy | GGM, PB1.21x |
10/31/16 | Kim Eng | UOB | 18.63 | 18.36 | Hold | PB0.9x FY17 |
10/31/16 | phillip | UOB | 18.63 | 17.63 | Neutral | PB0.95x FY16 |
11/07/16 | Credit Suisse | UOB | 18.44 | 21.2 | Outperform | |
11/07/16 | Jefferies | UOB | 18.44 | 17 | Hold | |
11/25/16 | Credit Suisse | UOB | 19.9 | 23.41 | Outperform | |
11/25/16 | Kim Eng | UOB | 19.9 | 18.36 | Hold | |
11/28/16 | DIR | UOB | 19.88 | 24 | Buy | |
12/05/16 | Kim Eng | UOB | 20.56 | 18.36 | Hold | |
12/06/16 | CIMB | UOB | 20.78 | 18.42 | Hold | GGM, PB0.92x CY17 |
12/07/16 | DBS Vickers | UOB | 20.83 | 21.8 | Hold | GGM, PB1.1x FY17 |
12/07/16 | Deutsche | UOB | 20.83 | 19 | Hold | |
01/03/17 | DMG & Partners | UOB | 20.4 | 18.9 | Neutral | |
01/04/17 | Kim Eng | UOB | 20.41 | 18.36 | Hold | |
01/05/17 | Credit Suisse | UOB | 20.62 | 23.41 | Outperform | |
01/11/17 | DIR | UOB | 20.99 | 24 | Buy | |
01/16/17 | Jefferies | UOB | 21.03 | 17 | Underperform | |
01/16/17 | phillip | UOB | 21.03 | 18.97 | Reduce | PB0.95x FY17 |
01/26/17 | DMG & Partners | UOB | 20.99 | 22.9 | Buy | GGM |
01/26/17 | UBS | UOB | 20.99 | 18.8 | Sell | |
02/02/17 | Lim & Tan | UOB | 20.98 | 0 | Hold | |
02/03/17 | CIMB | UOB | 20.63 | 18.42 | Hold | |
02/06/17 | Macquarie | UOB | 20.38 | 20.5 | Neutral | |
02/20/17 | CIMB | UOB | 21.18 | 20.37 | Hold | GGM, PB1.02x CY17 |
02/20/17 | Credit Suisse | UOB | 21.18 | 24.3 | Outperform | |
02/20/17 | DBS Vickers | UOB | 21.18 | 22.7 | Buy | GGM, PB1.1x FY17 |
02/20/17 | DIR | UOB | 21.18 | 24.3 | Buy | GGM, PB1.19x |
02/20/17 | DMG & Partners | UOB | 21.18 | 23.9 | Buy | GGM, PB1.2x FY17 |
02/20/17 | Kim Eng | UOB | 21.18 | 19.54 | Hold | |
02/20/17 | Lim & Tan | UOB | 21.18 | 0 | Take profit | |
02/20/17 | OCBC | UOB | 21.18 | 20.55 | Hold | |
02/20/17 | phillip | UOB | 21.18 | 18.92 | Reduce | PB0.95x FY17 |
03/03/17 | CIMB | UOB | 21.55 | 20.37 | Hold | |
03/03/17 | Jefferies | UOB | 21.55 | 19 | Hold | |
03/06/17 | Macquarie | UOB | 21.54 | 20.55 | Neutral | |
03/13/17 | Credit Suisse | UOB | 21.39 | 24.3 | Outperform | |
03/17/17 | DBS Vickers | UOB | 21.75 | 22.7 | Buy | |
03/21/17 | Kim Eng | UOB | 21.86 | 19.54 | Hold | |
04/03/17 | Kim Eng | UOB | 22.11 | 19.54 | Hold | |
04/18/17 | DIR | UOB | 21.65 | 24.3 | Buy | |
04/25/17 | CIMB | UOB | 21.88 | 20.37 | Hold | |
05/02/17 | CIMB | UOB | 21.8 | 21.2 | Hold | GGM, PB1.05x CY17 |
05/02/17 | DBS Vickers | UOB | 21.8 | 22.7 | Buy | GGM, PB1.1x FY17 |
05/02/17 | DIR | UOB | 21.8 | 25 | Buy | PB1.19x |
05/02/17 | DMG & Partners | UOB | 21.8 | 23.9 | Buy | GGM, PB1.2x FY17 |
05/02/17 | OCBC | UOB | 21.8 | 21.66 | Hold | |
05/02/17 | phillip | UOB | 21.8 | 19.2 | Reduce | PB0.95x FY17 |
05/03/17 | Macquarie | UOB | 22.8 | 20.5 | Neutral | |
05/16/17 | Credit Suisse | UOB | 23.66 | 24.3 | Outperform | |
05/23/17 | Jefferies | UOB | 23.38 | 22.5 | Hold | |
05/25/17 | DMG & Partners | UOB | 23.46 | 25.95 | Buy | |
05/29/17 | Kim Eng | UOB | 23.37 | 20.8 | Hold | |
06/14/17 | Kim Eng | UOB | 23.63 | 20.8 | Hold | PB1.1x FY18 |
06/28/17 | DMG & Partners | UOB | 22.84 | 25.95 | Buy | |
07/03/17 | Kim Eng | UOB | 23.12 | 20.8 | Hold | |
07/12/17 | Credit Suisse | UOB | 23.25 | 25.6 | Outperform | |
07/28/17 | Lim & Tan | UOB | 24.6 | 0 | Hold | |
07/28/17 | UBS | UOB | 24.6 | 22.5 | Sell | |
07/31/17 | Macquarie | UOB | 24.05 | 21.5 | Neutral | |
07/31/17 | phillip | UOB | 24.05 | 20.18 | Reduce | GGM, PB1.01x FY17 |
07/31/17 | DIR | UOB | 24.05 | 26.4 | Outperform | GGM, PB1.23x |
07/31/17 | DMG & Partners | UOB | 24.05 | 26.5 | Buy | GGM, PB1.31x FY17 |
07/31/17 | CIMB | UOB | 24.05 | 24.28 | Hold | GGM |
07/31/17 | DBS Vickers | UOB | 24.05 | 24.8 | Hold | GGM, PB1.2x FY18 |
07/31/17 | OCBC | UOB | 24.05 | 23 | Hold | Buy @ $22 or lower |
08/18/17 | Macquarie | UOB | 23.6 | 21.5 | Neutral | |
08/22/17 | Kim Eng | UOB | 23.45 | 26.4 | Buy | GGM, PB1.1x FY18 |
08/23/17 | DBS Vickers | UOB | 23.59 | 24.8 | Hold | |
08/23/17 | Deutsche | UOB | 23.59 | 24 | Hold | |
08/29/17 | Credit Suisse | UOB | 23.7 | 25.6 | Outperform | |
09/12/17 | DMG & Partners | UOB | 23.38 | 26.5 | Buy | PB1x FY18 |
09/18/17 | phillip | UOB | 23.05 | 20.18 | Reduce | |
09/18/17 | Kim Eng | UOB | 23.05 | 26.4 | Buy | |
10/09/17 | DIR | UOB | 24.36 | 26.4 | Outperform | |
10/20/17 | phillip | UOB | 24.33 | 21.61 | Reduce | |
10/25/17 | phillip | UOB | 24.25 | 23.46 | Neutral | GGM, PB1.09x FY18 |
10/25/17 | DBS Vickers | UOB | 24.25 | 26.9 | Buy | GGM, PB1.3x FY18 |
11/03/17 | DMG & Partners | UOB | 24.79 | 27.5 | Buy | GGM, PB1.27x FY18 |
11/03/17 | Credit Suisse | UOB | 24.79 | 27.1 | Outperform | |
11/03/17 | UBS | UOB | 24.79 | 24 | Sell | |
11/06/17 | Kim Eng | UOB | 24.77 | 27.1 | Buy | PB1.2x FY18 |
11/06/17 | phillip | UOB | 24.77 | 25.22 | Accumulate | GGM, PB1.184x FY18 |
11/06/17 | CIMB | UOB | 24.77 | 25.4 | Hold | GGM FY19, PB1.18x FY18 |
11/06/17 | DBS Vickers | UOB | 24.77 | 27.5 | Buy | GGM, PB1.3x FY18 |
11/06/17 | Deutsche | UOB | 24.77 | 25.5 | Hold | |
11/09/17 | Macquarie | UOB | 25.21 | 24 | Neutral | |
11/20/17 | Credit Suisse | UOB | 25.06 | 29.3 | Outperform | |
12/01/17 | DMG & Partners | UOB | 26.2 | 28.88 | Buy | GGM, PB1.33x FY18 |
12/08/17 | phillip | UOB | 25.63 | 25.22 | Accumulate | |
12/08/17 | Jefferies | UOB | 25.63 | 29.5 | Buy | |
01/05/18 | DBS Vickers | UOB | 27.02 | 29.5 | Buy | GGM, PB1.4x FY18 |
01/08/18 | DMG & Partners | UOB | 26.91 | 28.88 | Buy | |
01/09/18 | Deutsche | UOB | 27.25 | 30.6 | Buy | |
01/10/18 | phillip | UOB | 27.8 | 25.22 | Accumulate | |
01/26/18 | OCBC | UOB | 27.98 | 30.1 | Buy | PB1.3x FY18 |
02/07/18 | OCBC | UOB | 26.62 | 30.1 | Buy | |
02/08/18 | Macquarie | UOB | 26.4 | 27.5 | Neutral | |
02/12/18 | phillip | UOB | 26.24 | 25.22 | Accumulate | |
02/15/18 | CIMB | UOB | 26.24 | 28 | Add | GGM, PB1.3x FY18, PER11.3x FY19 |
02/15/18 | DMG & Partners | UOB | 26.24 | 30 | Buy | GGM, PB1.35x FY18 |
02/15/18 | Kim Eng | UOB | 26.24 | 29.33 | Buy | PB1.3x FY18 |
02/15/18 | Credit Suisse | UOB | 26.24 | 31.7 | Outperform | GGM |
02/15/18 | Jefferies | UOB | 26.24 | 29.5 | Buy | |
02/15/18 | DBS Vickers | UOB | 26.24 | 30 | Buy | GGM, PB1.3x FY18 |
02/21/18 | phillip | UOB | 27.22 | 29 | Buy | GGM, PB1.35x |
02/22/18 | UBS | UOB | 27.6 | 27.5 | Neutral | |
03/05/18 | OCBC | UOB | 27.75 | 30.86 | Buy | PB1.3x FY18 |
03/20/18 | Kim Eng | UOB | 28.1 | 31.08 | Buy | |
03/22/18 | Lim & Tan | UOB | 28.58 | 0 | Buy |
United Global - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
06/13/17 | SAC Advisors | United Global | 0.325 | 0.37 | Buy | |
10/17/17 | SAC Advisors | United Global | 0.355 | 0.5 | Buy | |
03/01/18 | SAC Advisors | United Global | 0.41 | 0.5 | Buy | PER12.2x FY18 |
Stock calls for 28 March 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
03/28/18 | OCBC | CapitaRetail China | 1.55 | 1.66 | Buy | |
03/28/18 | DBS Vickers | Dairy Farm | 8 | 9.77 | Buy | Sum of parts |
03/28/18 | Lim & Tan | Mapletree Greater China | 1.18 | 0 | Buy on weakness | |
03/28/18 | UOB Kay Hian | Sembcorp Marine | 2.21 | 2.78 | Buy | |
03/28/18 | DBS Vickers | Y Venture | 0.535 | 0.77 | Buy | EV/Ebitda |
Midas uncovers another undisclosed liability.
https://www.theedgesingapore.com/midas-uncovers-another-lawsuit-against-dalian-subsidiary-unauthorised-guarantor
This is the 2nd case already and the ex-chairman is pleading innocence because he is unaware of such loans.
https://sg-stock.blogspot.sg/2018/02/midas-assets-are-frozen-in-china.html
Will there be more such cases? Do you still have faith in this company?
This is the 2nd case already and the ex-chairman is pleading innocence because he is unaware of such loans.
https://sg-stock.blogspot.sg/2018/02/midas-assets-are-frozen-in-china.html
Will there be more such cases? Do you still have faith in this company?
China is preparing a list of retaliatory tariffs against the USA.
https://sg.finance.yahoo.com/news/china-preparing-list-retaliatory-tariffs-u-imports-global-043359001--finance.html
China is preparing a list of retaliatory tariffs against the $60b levies on China imports. The initial Chinese tariffs imposed on USA agricultural products are for the steel and aluminum tariffs imposed by the USA.
http://sg-stock.blogspot.sg/2018/03/us-has-imposed-tariffs-on-60b-china.html
China is preparing a list of retaliatory tariffs against the $60b levies on China imports. The initial Chinese tariffs imposed on USA agricultural products are for the steel and aluminum tariffs imposed by the USA.
http://sg-stock.blogspot.sg/2018/03/us-has-imposed-tariffs-on-60b-china.html
Tuesday, March 27, 2018
Wow! North Korean Kim Jong Un is in China now!
https://www.nytimes.com/2018/03/26/world/asia/north-korea-china-train-kim-jong-un.html
NK Kim wants to get China involved in resolving the Korean Peninsula crisis which indicates that NK Kim doesn't trust the USA. NK Kim definitely wants reassurances from China before offering some concessions.
NK Kim wants to get China involved in resolving the Korean Peninsula crisis which indicates that NK Kim doesn't trust the USA. NK Kim definitely wants reassurances from China before offering some concessions.
United Engineers - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/10/16 | Lim & Tan | United Engineers | 1.97 | 0 | Buy | |
05/12/16 | Lim & Tan | United Engineers | 2.15 | 0 | Buy | |
08/15/16 | Lim & Tan | United Engineers | 2.33 | 0 | Buy | |
09/27/16 | Lim & Tan | United Engineers | 2.41 | 0 | Buy | |
10/12/16 | DBS Vickers | United Engineers | 2.54 | 2.75 | Not Rated | PB1x |
10/27/16 | UOB Kay Hian | United Engineers | 2.57 | 2.96 | Buy | PB1.04x |
11/14/16 | Lim & Tan | United Engineers | 2.64 | 0 | Buy | |
11/14/16 | UOB Kay Hian | United Engineers | 2.64 | 3.06 | Buy | NAV1x |
11/29/16 | UOB Kay Hian | United Engineers | 2.75 | 2.75 | Hold | PB0.9x FY17, Buy @ $2.50 |
01/06/17 | Lim & Tan | United Engineers | 2.66 | 0 | Buy | |
02/13/17 | Lim & Tan | United Engineers | 2.91 | 0 | Buy | |
03/02/17 | Lim & Tan | United Engineers | 2.94 | 0 | Hold | |
03/08/17 | UOB Kay Hian | United Engineers | 2.93 | 2.75 | Hold | |
03/13/17 | DBS Vickers | United Engineers | 2.9 | 2.89 | Not Rated | |
06/01/17 | Lim & Tan | United Engineers | 2.63 | 0 | Buy | |
07/14/17 | Lim & Tan | United Engineers | 2.71 | 0 | Hold | Offer price of $2.60 is too low. |
08/16/17 | Lim & Tan | United Engineers | 2.69 | 0 | Hold | |
09/21/17 | Lim & Tan | United Engineers | 2.68 | 0 | Hold |
Uni-Asia - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/12/16 | NRA | Uni-Asia | 1.12 | 1.495 | Overweight | PB0.353x FY15 |
03/08/16 | NRA | Uni-Asia | 1.165 | 1.495 | Overweight | PB0.36x FY16 |
07/01/16 | NRA | Uni-Asia | 1.16 | 1.615 | Overweight | PB0.4x |
06/19/17 | Amfrasers | Uni-Asia | 1.165 | 1.92 | Buy | Sum of parts, PB0.5x FY17, PER8.2x FY17 |
06/21/17 | NRA | Uni-Asia | 1.35 | 1.85 | Overweight | PB0.5x |
08/15/17 | NRA | Uni-Asia | 1355 | 1.86 | Overweight | PB0.5x |
08/22/17 | Amfrasers | Uni-Asia | 1.37 | 1.92 | Buy | Sum of parts, PB0.5x FY17, PER8.2x FY17 |
12/18/17 | Amfrasers | Uni-Asia | 1.23 | 1.85 | Buy | Sum of parts, PB0.5x FY17, PER8.2x FY17 |
03/16/18 | Amfrasers | Uni-Asia | 1.45 | 1.81 | Buy | Sum of parts, PB0.5x FY18, PER10x FY18 |
Stock calls for 27 March 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
03/27/18 | Phillip | A-Reit | 2.6 | 2.89 | Accumulate | |
03/27/18 | phillip | Cache Logistics | 0.825 | 0.93 | Accumulate | |
03/27/18 | CIMB | Comfortdelgro | 2.04 | 2.16 | Hold | DCF |
03/27/18 | DMG & Partners | Dairy Farm | 9.1 | 9.16 | Buy | DCF |
03/27/18 | Deutsche | M1 | 1.77 | 2.3 | Buy |
Why do crypto ads bans cause crypto to fall heavily?
https://sg.news.yahoo.com/twitter-bans-crytocurrency-ads-fraud-fears-015139918.html
If the ads bans can cause crypto to fall heavily, there can only be 1 reason behind the fall. The crypto is a highly speculative commodity and it needs advertisements to hype up its price ascents. Without advertisements to hype up its price ascents, the crypto will fall because it is a useless and worthless commodity.
Twitter is the latest to add to the salvo after FB and Google.
If the ads bans can cause crypto to fall heavily, there can only be 1 reason behind the fall. The crypto is a highly speculative commodity and it needs advertisements to hype up its price ascents. Without advertisements to hype up its price ascents, the crypto will fall because it is a useless and worthless commodity.
Twitter is the latest to add to the salvo after FB and Google.
The USA will issue close to $300b bonds this week.
https://www.bloombergquint.com/onweb/2018/03/26/vulnerable-stocks-and-record-u-s-debt-sales-dominate-the-week
This upcoming bond sale is worth watching because it will reveal foreign investors' confidence in the USA treasury market. If the sale is underwhelming, the USA will have a big problem financing its economic growth, especially for Trump's fiscal policies.
The Libor-OIS spread is also worth monitoring as stated in our previous posting.
http://sg-stock.blogspot.sg/2018/03/libor-ois-spread-is-at-6-year-high-is.html
This upcoming bond sale is worth watching because it will reveal foreign investors' confidence in the USA treasury market. If the sale is underwhelming, the USA will have a big problem financing its economic growth, especially for Trump's fiscal policies.
The Libor-OIS spread is also worth monitoring as stated in our previous posting.
http://sg-stock.blogspot.sg/2018/03/libor-ois-spread-is-at-6-year-high-is.html
The USA only wants to pollute other countries but not itself.
https://www.reuters.com/article/us-china-environment-usa/u-s-asks-china-not-to-implement-ban-on-foreign-garbage-idUSKBN1GZ2WI
The USA has requested China to halt its foreign trash ban. This is ridiculously and it shows how selfish the USA is.
There is nothing wrong for China to protect its own environment and China is not a trash land for other countries to dump theirs.
The USA has requested China to halt its foreign trash ban. This is ridiculously and it shows how selfish the USA is.
There is nothing wrong for China to protect its own environment and China is not a trash land for other countries to dump theirs.
Monday, March 26, 2018
UMS - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/01/16 | CIMB | UMS | 0.53 | 0.63 | Add | PB1.38x FY16 |
04/11/16 | DBS Vickers | UMS | 0.595 | 0.7 | Not Rated | DCF |
04/15/16 | DBS Vickers | UMS | 0.615 | 0.73 | Buy | DCF |
05/11/16 | CIMB | UMS | 0.63 | 0.63 | Hold | PB1.38x FY16 |
05/12/16 | DBS Vickers | UMS | 0.595 | 0.61 | Hold | |
08/15/16 | CIMB | UMS | 0.585 | 0.63 | Add | PB1.38x FY16 |
08/16/16 | DBS Vickers | UMS | 0.595 | 0.61 | Hold | DCF |
11/11/16 | Lim & Tan | UMS | 0.61 | 0 | Buy | |
11/14/16 | CIMB | UMS | 0.62 | 0.64 | Add | PB1.38x CY17 |
11/14/16 | DBS Vickers | UMS | 0.62 | 0.61 | Hold | DCF |
03/01/17 | CIMB | UMS | 0.675 | 0.82 | Add | GGM, PB1.85x FY17 |
03/02/17 | DBS Vickers | UMS | 0.68 | 0.73 | Buy | DCF |
05/15/17 | CIMB | UMS | 0.87 | 1.15 | Add | GGM, PB2.41x |
05/16/17 | DBS Vickers | UMS | 0.98 | 1.07 | Buy | DCF, PER7.4x FY18 ex-cash |
05/23/17 | DBS Vickers | UMS | 1.07 | 1.33 | Buy | PER11x FY18 ex-cash |
06/16/17 | DBS Vickers | UMS | 1.08 | 1.33 | Buy | |
07/05/17 | CIMB | UMS | 0.995 | 1.15 | Add | GGM, PB2.41x |
08/14/17 | CIMB | UMS | 1.08 | 1.12 | Hold | GGM, PB2.41x |
08/14/17 | DBS Vickers | UMS | 1.08 | 1.13 | Hold | PER11x FY18 ex-cash |
10/25/17 | CIMB | UMS | 0.925 | 1.13 | Add | GGM, PB2,8x FY18, PER13.3x FY19, Ex-rights 1 for 4 |
11/13/17 | DBS Vickers | UMS | 1.02 | 1.21 | Buy | PER12x FY18 |
11/13/17 | CIMB | UMS | 1.02 | 1.21 | Add | GGM, PB2.88x |
03/01/18 | DBS Vickers | UMS | 1.16 | 1.37 | Buy | PER12x FY18 |
03/01/18 | CIMB | UMS | 1.16 | 1.31 | Add | PB2.95x |
UG Healthcare - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/27/16 | Kim Eng | UG Healthcare | 0.28 | 0.41 | Buy | PER14x FY16 |
02/05/16 | Kim Eng | UG Healthcare | 0.33 | 0.52 | Buy | PER14x FY17 |
03/23/16 | Kim Eng | UG Healthcare | 0.345 | 0.52 | Buy | PER14x |
06/15/16 | DBS Vickers | UG Healthcare | 0.305 | 0.33 | Not Rated | PER16x FY17 |
07/05/16 | DBS Vickers | UG Healthcare | 0.29 | 0.33 | Not Rated | PER16x FY17 |
08/25/16 | Lim & Tan | UG Healthcare | 0.305 | 0 | Buy | |
08/26/16 | Kim Eng | UG Healthcare | 0.335 | 0.37 | Hold | PER12x FY17 |
02/09/17 | Lim & Tan | UG Healthcare | 0.295 | 0 | Hold | |
02/09/17 | Kim Eng | UG Healthcare | 0.295 | 0.25 | Sell | |
08/31/17 | Kim Eng | UG Healthcare | 0.24 | 0.21 | Sell | PER12x FY18 |
Stock calls for 26 March 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
03/26/18 | DBS Vickers | Comfortdelgro | 1.99 | 2.12 | Hold | |
03/26/18 | Morgan Stanley | Keppel Corp | 7.72 | 9.45 | Overweight | Sum of parts, Up from $9.01 |
03/26/18 | Morgan Stanley | Sembcorp Industries | 3.04 | 2.77 | Underweight | Sum of parts, Up from $2.39 |
03/26/18 | Morgan Stanley | Sembcorp Marine | 2.09 | 2.45 | Overweight | PB2.2x FY18, Up from $1.48 ({PB1.2x) |
03/26/18 | DBS Vickers | Thai Beverage | 0.805 | 1.02 | Buy |
Noble Group is playing punk now!
https://sg.finance.yahoo.com/news/noble-group-says-board-seek-insolvency-protection-restructuring-031804752--finance.html
We did warn about Noble's bankruptcy previously. Noble is forcing shareholders to accept the restructuring which will benefit the management the most or else it will declare bankruptcy.
http://sg-stock.blogspot.sg/2018/03/noble-groups-bankruptcy-is-real-and.html
We did warn about Noble's bankruptcy previously. Noble is forcing shareholders to accept the restructuring which will benefit the management the most or else it will declare bankruptcy.
http://sg-stock.blogspot.sg/2018/03/noble-groups-bankruptcy-is-real-and.html
Saturday, March 24, 2018
Baltic dry index - 1122
Today, Friday, March 23 2018, the Baltic Dry Index climbed by 5 points, reaching 1122 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.
====================
Related stocks: Sembcorp Marine, Cosco & Pan Ocean.
Subscribe to:
Posts (Atom)