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Wednesday, April 4, 2018

Wheelock Properties - Stock calls


Date Analyst Company Last Target Call Valuation
03/02/16 Lim & Tan Wheelock Properties 1.435 0 Buy
03/02/16 OCBC Wheelock Properties 1.435 2.27 Buy
05/16/16 OCBC Wheelock Properties 1.425 2.27 Buy
03/01/17 Lim & Tan Wheelock Properties 1.82 0 Hold
03/13/17 OCBC Wheelock Properties 1.88 2.27 Buy
06/02/17 Phillip Wheelock Properties 1.74 2.28 Trading Buy RNAV (15% discount)
06/05/17 OCBC Wheelock Properties 1.82 2.27 Buy
06/14/17 DBS Vickers Wheelock Properties 1.895 2.27 Buy
08/15/17 OCBC Wheelock Properties 1.805 2.27 Buy
09/06/17 UOB Kay Hian Wheelock Properties 1.84 2.33 Buy RNAV (15% discount)
09/28/17 OCBC Wheelock Properties 1.865 2.27 Buy
10/06/17 Lim & Tan Wheelock Properties 1.905 0 Buy
11/15/17 UOB Kay Hian Wheelock Properties 1.95 2.33 Buy RNAV (15% discount)
11/24/17 OCBC Wheelock Properties 1.91 2.27 Buy
12/01/17 UOB Kay Hian Wheelock Properties 1.9 2.33 Buy
12/14/17 OCBC Wheelock Properties 1.89 2.27 Buy
03/01/18 OCBC Wheelock Properties 1.87 2.34 Buy

Viva Industrial - Stock calls


Date Analyst Company Last Target Call Valuation
07/07/16 OCBC Viva Industrial 0.705 0.75 Buy DDM
07/28/16 OCBC Viva Industrial 0.77 0.76 Hold DDM
09/13/16 DMG & Partners Viva Industrial 0.795 0.85 Buy
11/09/16 OCBC Viva Industrial 0.74 0.81 Buy DDM
12/05/16 DMG & Partners Viva Industrial 0.75 0.85 Buy
01/10/17 CIMB Viva Industrial 0.755 0.83 Not Rated Bloomberg consensus
01/20/17 OCBC Viva Industrial 0.765 0.78 Buy
01/27/17 DMG & Partners Viva Industrial 0.765 0.85 Buy DDM
01/27/17 OCBC Viva Industrial 0.765 0.8 Buy
02/03/17 Religare Viva Industrial 0.765 0.9 Buy
03/10/17 DMG & Partners Viva Industrial 0.78 0.85 Buy
04/07/17 DMG & Partners Viva Industrial 0.79 0.85 Buy DDM
04/18/17 Kim Eng Viva Industrial 0.795 0.95 Buy DDM
04/26/17 OCBC Viva Industrial 0.79 0.795 Buy
05/02/17 DMG & Partners Viva Industrial 0.815 0.85 Buy DDM
05/02/17 OCBC Viva Industrial 0.815 0.825 Buy
05/23/17 OCBC Viva Industrial 0.805 0.83 Buy
06/14/17 Amfrasers Viva Industrial 0.84 0.88 Hold Consensus target
06/22/17 Kim Eng Viva Industrial 0.86 0.95 Buy
07/03/17 Kim Eng Viva Industrial 0.89 0.95 Buy
07/12/17 DMG & Partners Viva Industrial 0.905 0.85 Buy
07/18/17 DMG & Partners Viva Industrial 0.915 0.97 Buy DDM
07/27/17 OCBC Viva Industrial 0.92 0.895 Hold
07/27/17 Kim Eng Viva Industrial 0.92 1 Buy DDM
08/03/17 Kim Eng Viva Industrial 0.82 1 Buy
08/07/17 Amfrasers Viva Industrial 0.925 0.97 Buy DDM
08/21/17 CIMB Viva Industrial 0.925 0.96 Not Rated Bloomberg consensus
09/21/17 DMG & Partners Viva Industrial 0.945 0.97 Buy
10/10/17 DMG & Partners Viva Industrial 0.94 0.97 Buy DDM
10/30/17 OCBC Viva Industrial 0.96 0.9 Hold
10/30/17 DMG & Partners Viva Industrial 0.96 1.02 Buy DDM
01/29/18 Kim Eng Viva Industrial 0.94 1.05 Buy DDM
01/29/18 OCBC Viva Industrial 0.94 0.93 Hold
03/23/18 OCBC Viva Industrial 0.75 0.93 Buy
04/02/18 OCBC Viva Industrial 0.885 0.93 Buy

Stock calls for 4 April 2018


Date Analyst Company Last Target Call Valuation
04/04/18 DBS Vickers Ezion 0.197 0.13 Fully Valued
04/04/18 Amfrasers Jiutian 0.064 0.11 Not Rated PER10x FY18
04/04/18 DMG & Partners OUE Hospitality 0.795 0.95 Buy
04/04/18 Soochow SSD Oxley 0.495 0.63 Buy RNAV (20% discount)
04/04/18 DBS Vickers PACC Offshore 0.35 0.32 Hold PB1x
04/04/18 UOB Kay Hian Sembcorp Industries 3.06 3.28 Hold Sum of parts, Buy @ $3
04/04/18 DMG & Partners UOB 26.96 30 Buy

China imposes more tariffs against US goods.

https://finance.yahoo.com/news/china-announces-additional-tariffs-50-080902867.html

This is getting interesting!

Gemas-Johor Bahru Electrified Double-Tracking Railway Project was awarded to China.

http://www.theiskandarian.com/web/ytl-secures-gemas-johor-bahru-electrified-double-tracking-railway-project/

Gemas-Johor Bahru Electrified Double-Tracking Railway Project was awarded to China.

This might mean that the KL-SG HSR would not be awarded to China since this double-tracking railway was awarded to China already.

Malaysia would not want to award everything to China because it would be an over-reliant on China construction.  Therefore, it is in Malaysia's interest to diversify the risks even though China offers the most economical construction cost.

Let's see how this will pan out.

 

Tuesday, April 3, 2018

Venture - Stock calls


Date Analyst Company Last Target Call Valuation
01/11/16 UOB Kay Hian Venture 8.06 9.15 Buy
02/26/16 CIMB Venture 8.04 9.52 Add PER14x FY17
02/26/16 Lim & Tan Venture 8.04 0 Buy
02/26/16 OCBC Venture 8.04 9 Buy
02/26/16 UOB Kay Hian Venture 8.04 9.25 Buy PER16x FY16
02/29/16 DMG & Partners Venture 8.22 9.1 Buy PER15.5x FY16
02/29/16 Kim Eng Venture 8.22 9.6 Buy PER16.5x
03/03/16 CIMB Venture 8.24 9.52 Add
03/03/16 Citigroup Venture 8.24 9.11 Buy
03/17/16 DBS Vickers Venture 8.21 9 Buy
04/08/16 UOB Kay Hian Venture 8.43 9.25 Buy PER16x FY16
04/29/16 CIMB Venture 8.39 9.52 Add PER14x CY17
04/29/16 DBS Vickers Venture 8.39 9 Buy PER15X FY16
04/29/16 Lim & Tan Venture 8.39 0 Buy
04/29/16 OCBC Venture 8.39 9 Buy
05/18/16 CIMB Venture 8.16 9.52 Add
06/27/16 CIMB Venture 8.63 9.52 Add
07/08/16 OCBC Venture 8.56 9.35 Buy PER15x FY16/17
07/15/16 UOB Kay Hian Venture 8.82 9.82 Buy PER16x FY17
08/08/16 CIMB Venture 8.9 9.52 Hold PER14x CY17
08/08/16 DBS Vickers Venture 8.9 9.2 Hold
08/08/16 DMG & Partners Venture 8.9 9.9 Buy
08/08/16 Lim & Tan Venture 8.9 0 Buy
08/08/16 OCBC Venture 8.9 9.35 Buy Buy @ $8.80
08/08/16 UOB Kay Hian Venture 8.9 9.82 Buy PER16x FY17
08/10/16 Kim Eng Venture 8.98 9.75 Buy PER14x FY17
09/20/16 CIMB Venture 8.99 9.52 Hold
10/06/16 UOB Kay Hian Venture 9.3 10.3 Buy PER16x FY17
10/28/16 CIMB Venture 9.25 10.57 Add PER14.4x
11/07/16 CIMB Venture 9.5 10.94 Add PER14.4x CY18
11/07/16 Citigroup Venture 9.5 10.51 Buy
11/07/16 DBS Vickers Venture 9.5 10.9 Buy
11/07/16 DMG & Partners Venture 9.5 9.9 Buy DCF, PER15.8x FY17
11/07/16 Kim Eng Venture 9.5 11 Buy PER15x FY17
11/07/16 Lim & Tan Venture 9.5 0 Buy
11/07/16 OCBC Venture 9.5 10.36 Buy PER15x FY17
11/07/16 UOB Kay Hian Venture 9.5 11 Buy PER16x FY17
12/01/16 OCBC Venture 9.71 10.36 Buy
12/06/16 CIMB Venture 10.04 10.94 Add PER14.4x FY18
12/08/16 Citigroup Venture 9.93 10.51 Buy
12/13/16 Kim Eng Venture 9.66 11 Buy PER15x
12/15/16 DBS Vickers Venture 9.9 10.9 Buy PER16x FY17
01/03/17 UOB Kay Hian Venture 9.88 11 Buy
01/19/17 DBS Vickers Venture 9.84 10.9 Buy
01/20/17 CIMB Venture 9.8 10.94 Add
01/23/17 Credit Suisse Venture 9.74 11.6 Outperform
02/08/17 UOB Kay Hian Venture 10.28 11 Buy
02/10/17 CIMB Venture 10.37 10.94 Add PER14.4x FY18
02/10/17 Credit Suisse Venture 10.37 11.6 Outperform
02/27/17 CIMB Venture 10.32 11.5 Add PER14.4x CY18
02/27/17 Credit Suisse Venture 10.32 11.9 Outperform
02/27/17 DBS Vickers Venture 10.32 11.37 Buy PER16x FY17
02/27/17 DMG & Partners Venture 10.32 11.2 Buy DCF, PER16x FY17
02/27/17 Kim Eng Venture 10.32 11.5 Buy PER15x FY17
02/27/17 OCBC Venture 10.32 11 Buy
02/27/17 UOB Kay Hian Venture 10.32 12.4 Buy PER16x FY17
03/02/17 UOB Kay Hian Venture 10.71 12.4 Buy
05/02/17 CIMB Venture 12.2 12.01 Hold PER14.4x FY18
05/02/17 DMG & Partners Venture 12.2 14.1 Buy DCF, PER17x FY17
05/02/17 Kim Eng Venture 12.2 13.35 Buy PER16x FY17
05/02/17 Lim & Tan Venture 12.2 0 Buy
05/02/17 OCBC Venture 12.2 13 Buy DCF
05/02/17 UOB Kay Hian Venture 12.2 13.6 Buy PER16x FY17
05/03/17 DBS Vickers Venture 12.9 14.3 Buy PER18.6x FY17/18
06/02/17 UOB Kay Hian Venture 13 13.3 Hold PER16.2x FY17, Buy @ $12
07/05/17 CIMB Venture 11.89 12.01 Hold PER14.4x FY18
07/05/17 UOB Kay Hian Venture 11.89 13.3 Hold
07/10/17 OCBC Venture 11.8 13 Buy
08/07/17 UOB Kay Hian Venture 13.85 15.15 Buy PER16x FY18
08/07/17 DMG & Partners Venture 13.85 14.7 Buy DCF, PER17x FY17
08/07/17 OCBC Venture 13.85 14.8 Buy DCF
08/07/17 CIMB Venture 13.85 15.8 Add PER15.2x FY18
08/07/17 Lim & Tan Venture 13.85 0 Buy
08/08/17 DBS Vickers Venture 14.89 16.6 Buy PER18.2x FY18
08/10/17 Credit Suisse Venture 15.7 16.4 Outperform
09/13/17 Lim & Tan Venture 15.25 0 Buy
09/15/17 Credit Suisse Venture 16.2 20 Outperform
09/26/17 DMG & Partners Venture 17.29 19.7 Buy DCF, PER19x FY18
10/03/17 CIMB Venture 18.06 20.87 Add PER17.3x FY18
10/06/17 DBS Vickers Venture 18.6 21 Buy PER20x FY18/19
10/12/17 OCBC Venture 18.55 20.33 Buy
11/06/17 UOB Kay Hian Venture 19.29 23.5 Buy PER18x FY18
11/06/17 DMG & Partners Venture 19.29 24.1 Buy DCF, PER18x FY18
11/06/17 OCBC Venture 19.29 23 Buy
11/06/17 CIMB Venture 19.29 24.74 Add PER17.3x FY19
11/06/17 Lim & Tan Venture 19.29 0 Buy
11/06/17 DBS Vickers Venture 19.29 26 Buy PER19.5x FY18/19
11/06/17 Credit Suisse Venture 19.29 22.1 Outperform
12/06/17 DBS Vickers Venture 20.54 26 Buy
12/20/17 CIMB Venture 20.2 24.74 Add
01/05/18 DBS Vickers Venture 21.97 26 Buy
01/10/18 Kim Eng Venture 21.57 27.5 Buy PER18.8x FY18
01/15/18 UOB Kay Hian Venture 22.65 23.5 Buy
01/19/18 Lim & Tan Venture 23.15 0 Buy
01/24/18 DMG & Partners Venture 23.9 24.1 Buy
01/24/18 Credit Suisse Venture 23.9 27.2 Outperform
02/07/18 CIMB Venture 22.48 24.74 Add
02/08/18 CIMB Venture 22.29 29.13 Add
02/13/18 UOB Kay Hian Venture 21.92 23.5 Buy
02/20/18 DMG & Partners Venture 23.53 24.1 Buy
02/23/18 UOB Kay Hian Venture 25.03 31.88 Buy PER19x FY18
03/01/18 OCBC Venture 27.56 34 Buy
03/01/18 UOB Kay Hian Venture 27.56 31.88 Buy PER19x FY18
03/01/18 DMG & Partners Venture 27.56 30.5 Buy DCF, PER19x FY18
03/01/18 Kim Eng Venture 27.56 31.2 Buy PB3.7x FY18
03/01/18 CIMB Venture 27.56 30.81 Add PER17.7x FY19
03/01/18 Lim & Tan Venture 27.56 0 Buy
03/01/18 DBS Vickers Venture 27.56 32.2 Buy PER19.5x FY18/19
03/05/18 Credit Suisse Venture 26.84 32 Outperform
04/03/18 DBS Vickers Venture 28.14 32.2 Buy

Vard - Stock calls


Date Analyst Company Last Target Call Valuation
03/01/16 DBS Vickers Vard 0.153 0.13 Fully Valued PB0.3x
03/01/16 DIR Vard 0.153 0.115 Sell P/NTA0.81x
03/03/16 DMG & Partners Vard 0.177 0.21 Buy PB0.4x FY16
04/01/16 OCBC Vard 0.198 0.2 Hold P/NTA0.4x, Cut from $0.33 (P/NTA0.6x)
05/13/16 DBS Vickers Vard 0.187 0.19 Hold
05/13/16 DIR Vard 0.187 0.118 Sell P/NTA0.81x
05/13/16 OCBC Vard 0.187 0.2 Hold P/NTA0.45x
06/03/16 CIMB Vard 0.178 0.234 Not Rated
07/22/16 DIR Vard 0.161 0.134 Sell P/NTA0.81x
07/26/16 DBS Vickers Vard 0.16 0.18 Hold
09/26/16 OCBC Vard 0.154 0.166 Hold P/NTA0.4x FY17
11/14/16 DIR Vard 0.23 0.134 Sell P/NTA0.81x
11/14/16 OCBC Vard 0.23 0.24 Accept Offer Offer $0.24
11/15/16 DBS Vickers Vard 0.245 0.24 Accept Offer
11/15/16 DIR Vard 0.245 0.24 Hold Offer $0.24
05/15/17 OCBC Vard 0.24 0.23 Hold PB0.8x
05/16/17 DBS Vickers Vard 0.24 0.25 Hold PB0.8x
07/21/17 DBS Vickers Vard 0.245 0.25 Hold
07/26/17 DBS Vickers Vard 0.245 0.24 Hold PB0.8x
11/14/17 DBS Vickers Vard 0.245 0.25 Hold PB0.78x, P/NTA0.99x, Offer price $0.25

Stock calls for 3 April 2018


Date Analyst Company Last Target Call Valuation
04/03/18 CIMB AEM 6.78 8.19 Add
04/03/18 DBS Vickers Bumitama 0.72 0.94 Buy
04/03/18 OCBC Capitaland 3.62 4.26 Buy
04/03/18 DBS Vickers Capitaland 3.62 4.35 Buy
04/03/18 UOB Kay Hian CDL Hospitality 1.69 1.95 Buy
04/03/18 Edison China Aviation Oil 1.56 1.82 Buy DCF, Cut from $1.88
04/03/18 UOB Kay Hian Citic Envirotech 0.715 1.06 Buy
04/03/18 OCBC City Developments 13.2 15.91 Buy
04/03/18 UOB Kay Hian City Developments 13.2 14.03 Buy
04/03/18 DBS Vickers City Developments 13.2 15.4 Buy
04/03/18 UOB Kay Hian DBS 27.32 30.4 Buy
04/03/18 DBS Vickers First Resources 1.68 2.18 Buy
04/03/18 DBS Vickers Hi-P 2.17 2.48 Buy
04/03/18 CIMB Keppel Corp 7.8 10 Add Sum of parts
04/03/18 UOB Kay Hian Keppel Corp 7.8 9.1 Buy
04/03/18 DBS Vickers Keppel Corp 7.8 10.2 Buy
04/03/18 CIMB Keppel DC Reit 1.43 1.52 Add DDM
04/03/18 Kim Eng M1 1.75 1.63 Hold
04/03/18 UOB Kay Hian OCBC 12.77 14.95 Buy
04/03/18 DBS Vickers Olam 2.32 2.31 Hold
04/03/18 DBS Vickers Roxy-Pacific 0.55 0.69 Buy
04/03/18 DBS Vickers Sembcorp Industries 3.11 4.4 Buy
04/03/18 DBS Vickers Sembcorp Marine 2.22 2.9 Buy
04/03/18 Kim Eng Sheng Siong 0.95 1.2 Buy DCF, PER25x FY18, EV/Ebitda7x
04/03/18 UOB Kay Hian Sheng Siong 0.95 1.1 Buy
04/03/18 UOB Kay Hian Singtel 3.39 4.4 Buy
04/03/18 Kim Eng Singtel 3.39 3.69 Hold
04/03/18 Kim Eng Starhub 2.33 2.27 Hold
04/03/18 DBS Vickers Sunningdale 1.89 2.7 Buy
04/03/18 DBS Vickers UMS 1.13 1.37 Buy
04/03/18 OCBC UOL 8.64 10.63 Buy
04/03/18 DBS Vickers UOL 8.64 10.23 Buy
04/03/18 DBS Vickers Venture 28.14 32.2 Buy
04/03/18 DBS Vickers Wilmar 3.21 3.65 Buy
04/03/18 UOB Kay Hian Wing Tai 2.06 2.78 Buy

Bitcoin is still way over-valued and has more rooms to fall!

https://finance.yahoo.com/news/bitcoin-still-way-over-valued-174344394.html

According to a network pricing equation, bitcoin is 4x overvalued at the current level.

Furthermore, it has become uneconomical to mine bitcoin now as the average mining cost per bitcoin is around USD$8,000.

Monday, April 2, 2018

Valuetronics - Stock calls


Date Analyst Company Last Target Call Valuation
02/02/16 UOB Kay Hian Valuetronics 0.395 0.54 Buy
02/04/16 Amfrasers Valuetronics 0.385 0.56 Buy PER9x FY17
02/04/16 DMG & Partners Valuetronics 0.385 0.5 Buy
02/04/16 UOB Kay Hian Valuetronics 0.385 0.52 Buy PER8.7x FY17
03/10/16 CIMB Valuetronics 0.43 0.56 Add PER8.4x CY17
03/15/16 UOB Kay Hian Valuetronics 0.44 0.52 Buy
04/22/16 UOB Kay Hian Valuetronics 0.485 0.52 Buy
05/09/16 Amfrasers Valuetronics 0.46 0.56 Buy PER9x FY17
05/27/16 Amfrasers Valuetronics 0.49 0.62 Buy PER10x FY17
05/27/16 UOB Kay Hian Valuetronics 0.49 0.6 Buy PER9.5x FY18
05/30/16 DMG & Partners Valuetronics 0.515 0.54 Neutral DCF
06/09/16 UOB Kay Hian Valuetronics 0.525 0.6 Buy
06/17/16 Amfrasers Valuetronics 0.51 0.62 Buy
07/14/16 UOB Kay Hian Valuetronics 0.52 0.6 Buy
08/16/16 Amfrasers Valuetronics 0.51 0.62 Buy PER10x FY17
08/16/16 CIMB Valuetronics 0.51 0.6 Add PER8.4x CY17
08/16/16 UOB Kay Hian Valuetronics 0.51 0.6 Buy PER9.5x FY18
08/18/16 DMG & Partners Valuetronics 0.515 0.54 Neutral
11/07/16 Amfrasers Valuetronics 0.495 0.62 Buy PER10x FY17
11/08/16 CIMB Valuetronics 0.545 0.6 Add PER8.4x CY17
11/08/16 DMG & Partners Valuetronics 0.545 0.57 Neutral
11/08/16 UOB Kay Hian Valuetronics 0.545 0.6 Buy PER9.5x FY18
12/06/16 CIMB Valuetronics 0.53 0.6 Add PER8.4x CY18
02/14/17 CIMB Valuetronics 0.65 0.72 Add PER9.8x CY18
02/14/17 DMG & Partners Valuetronics 0.65 0.65 Buy DCF
02/14/17 UOB Kay Hian Valuetronics 0.65 0.72 Buy PER10.1x FY18
05/23/17 DBS Vickers Valuetronics 0.85 0.95 Not Rated PER8x CY17 ex-cash
05/30/17 CIMB Valuetronics 0.815 0.89 Add PER11x CY18
05/30/17 UOB Valuetronics 0.815 0.8 Hold
05/31/17 DMG & Partners Valuetronics 0.8 0.81 Neutral DCF
06/22/17 DMG & Partners Valuetronics 0.795 0.85 Neutral DCF, PER10x FY18
06/30/17 Amfrasers Valuetronics 0.795 0.86 Buy DCF
07/05/17 CIMB Valuetronics 0.785 0.89 Add PER11x CY18
08/07/17 DMG & Partners Valuetronics 0.825 0.85 Neutral
08/15/17 UOB Kay Hian Valuetronics 0.975 0.94 Hold PER11.7x FY18, Buy @ $0.85
08/15/17 Amfrasers Valuetronics 0.975 0.91 Hold DCF, PER13.6x FY18
08/15/17 CIMB Valuetronics 0.975 1.02 Add PER11.9x CY18
08/16/17 DMG & Partners Valuetronics 0.96 0.93 Neutral DCF
09/26/17 CIMB Valuetronics 0.865 1.02 Add
11/10/17 DMG & Partners Valuetronics 0.995 1.05 Neutral DCF
11/14/17 CIMB Valuetronics 1.01 1.1 Add PER11x CY19
02/13/18 CIMB Valuetronics 0.92 1.1 Add PER11x CY19
02/13/18 UOB Kay Hian Valuetronics 0.92 0.95 Buy PER11.3x FY19, Buy @ $0.86
02/15/18 DMG & Partners Valuetronics 0.915 1.05 Buy DCF
03/23/18 Kim Eng Valuetronics 0.955 1.25 Buy ROE-g/COE-g, PB2.8x FY19

Valuemax - Stock calls


Date Analyst Company Last Target Call Valuation
09/07/17 Amfrasers Valuemax 0.28 0.39 Buy PB1.15x FY17
01/10/18 Amfrasers Valuemax 0.295 0.39 Buy

Stock calls for 2 April 2018


Date Analyst Company Last Target Call Valuation
04/02/18 CIMB Aspen 0.215 0.29 Add RNAV (45% discount)
04/02/18 Kim Eng Best World 1.84 2.06 Buy
04/02/18 CIMB City Developments 13 13.44 Add RNAV (20% discount)
04/02/18 Kim Eng Guocoland 2.08 3 Buy RNAV (20% discount)
04/02/18 Kim Eng Singapore Post 1.37 1.5 Buy DCF
04/02/18 UOB Kay Hian Tianjin Zhongxin 0.92 1.66 Buy PER14.1x FY18
04/02/18 CIMB United Engineers 2.61 2.94 Add RNAV (15% discount)
04/02/18 CIMB UOL 8.55 9.67 Add RNAV (20% discount)
04/02/18 OCBC Viva Industrial 0.885 0.93 Buy

China has retaliated with more tariffs for US goods.

https://www.telegraph.co.uk/news/2018/04/02/china-hits-back-us-tariffs-pork-wine-120-products-trade-war/

128 US goods are being targeted by China.

Look like we will all suffer soon from the US-China trade war.

Vietnam and China has reached a settlement for South China Sea issue.

https://www.kpvi.com/news/national_news/vietnam-china-urge-restraint-in-disputes-in-s-china-sea/article_d36be766-6375-5fdf-8a5c-1512633c1ddc.html

Vietnam and China have reached a settlement for South China Sea issue and this will give the USA fewer opportunities to exploit the South China Sea issue and create ramifications in ASEAN-China relationship.

This new milestone achievement will definitely bring more peace and prosperity to ASEAN.

Yeah!

Saturday, March 31, 2018

Hot news! Japan PM Abe anti-protest!

https://www.rt.com/news/422276-shinzo-abe-protest-tokyo/

Japan PM Abe is in danger of losing his power as the protestors took to the streets to demonstrate against him.

This will give the opposition party a golden opportunity to dethrone PM Abe.

At least Japan won't have the time to go against China now.

Friday, March 30, 2018

Canada is the first casualty from the US-China trade war.

https://www.cnbc.com/2018/03/29/china-should-punish-us-colony-canada-over-possible-anti-dumping-rules-propaganda-outlet-says.html

Let this be a lesson for all to see.

Canada is the first casualty and won't be the last. Who will be the next one?

Baltic dry index - 1055

Today, Thursday, March 29 2018, the Baltic Dry Index decreased by 25 points, reaching 1055 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.

US rig count - 993

HOUSTON (AP) — The number of rigs exploring for oil and natural gas in the U.S. decreased by two this week to 993.
That exceeds the 824 rigs that were active this time a year ago.
Houston oilfield services company Baker Hughes reported Thursday that 797 rigs drilled for oil this week and 194 for gas. Two were listed as miscellaneous.
Among major oil- and gas-producing states, Pennsylvania increased by two rigs and Louisiana and Oklahoma each gained one.
Texas lost three rigs and New Mexico, Ohio and West Virginia each decreased by one.
Alaska, Arkansas, California, Colorado, North Dakota, Utah and Wyoming were unchanged.
The U.S. rig count peaked at 4,530 in 1981. It bottomed out in May of 2016 at 404.
=========================
Related stocks: Keppel Corp, Sembcorp Marine & Cosco.

Crypto community hub, Reddit, dumps bitcoin payment system.

https://www.bloombergquint.com/bitcoin/2018/03/28/crypto-community-hub-reddit-disables-bitcoin-payments

This is not surprising.  What is surprising will be the massive adoption of bitcoin payment system!

http://sg-stock.blogspot.sg/2017/12/how-practical-and-useful-is-bitcoin.html

Facebook privacy scandal is no small matter.

https://www.tomsguide.com/us/facebook-logging-scandal-impact,news-26868.html

There will be a class action lawsuit against Facebook soon because this breach of privacy is a big deal.

Many analysts are predicting FB share price to fall by 50% by next year.

Let's see how this will pan out.