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Friday, April 6, 2018

Yangzijiang - Stock calls


Date Analyst Company Last Target Call Valuation
01/14/16 Nomura Yangzijiang 0.975 1.5 Buy
01/14/16 UOB Kay Hian Yangzijiang 0.975 1.43 Hold
01/26/16 Deutsche Yangzijiang 0.925 1.65 Buy
02/04/16 Credit Suisse Yangzijiang 0.905 1.3 Neutral
02/29/16 CIMB Yangzijiang 0.94 1.1 Add PB0.85x
02/29/16 Credit Suisse Yangzijiang 0.94 1 Neutral PB0.8x
02/29/16 DBS Vickers Yangzijiang 0.94 1.25 Buy Sum of parts, PER9x, PB1x
02/29/16 OCBC Yangzijiang 0.94 1.06 Buy Sum of parts
03/01/16 Nomura Yangzijiang 0.905 1.5 Buy
03/01/16 UOB Kay Hian Yangzijiang 0.905 1.43 Buy
03/07/16 DMG & Partners Yangzijiang 0.955 1.3 Buy Sum of parts, PER8.9x FY16, PB1x FY16
04/13/16 CIMB Yangzijiang 0.95 1.1 Add PB0.85x
04/20/16 DBS Vickers Yangzijiang 1.01 1.25 Buy
04/25/16 Credit Suisse Yangzijiang 1.02 1 Neutral
05/03/16 DBS Vickers Yangzijiang 0.99 1.25 Buy
05/03/16 OCBC Yangzijiang 0.99 1.04 Hold Sum of parts
06/09/16 CIMB Yangzijiang 0.925 1.1 Add
06/09/16 DIR Yangzijiang 0.925 0.85 Underperform PER6.9x FY16, Cut from $0.88
07/14/16 Credit Suisse Yangzijiang 0.91 1 Neutral
08/08/16 CIMB Yangzijiang 0.87 1.04 Add PB0.8x CY16
08/08/16 Credit Suisse Yangzijiang 0.87 1 Neutral
08/08/16 OCBC Yangzijiang 0.87 0.87 Hold Sum of parts
08/08/16 UOB Kay Hian Yangzijiang 0.87 0.74 Sell PB0.6x
08/10/16 DBS Vickers Yangzijiang 0.82 1 Buy Sum of parts, PB0.9x FY16
09/08/16 OCBC Yangzijiang 0.77 0.81 Hold
11/10/16 CIMB Yangzijiang 0.805 0.91 Add PB0.75x CY17
11/10/16 OCBC Yangzijiang 0.805 0.81 Hold PER7x
11/10/16 UOB Kay Hian Yangzijiang 0.805 0.74 Hold PB0.6x FY17, Buy @ $0.72
11/11/16 DBS Vickers Yangzijiang 0.82 0.95 Buy Sum of parts
03/02/17 DBS Vickers Yangzijiang 0.98 1.12 Buy Sum of parts
03/02/17 DIR Yangzijiang 0.98 0.82 Underperform PER7.4x FY17
03/02/17 OCBC Yangzijiang 0.98 0.96 Hold PER8x
03/15/17 CIMB Yangzijiang 1.105 1.21 Add Sum of parts
04/03/17 CIMB Yangzijiang 1.13 1.21 Add Sum of parts
04/12/17 Credit Suisse Yangzijiang 1.155 1 Neutral
04/28/17 Credit Suisse Yangzijiang 1.16 1.1 Neutral
04/28/17 OCBC Yangzijiang 1.16 0.96 Hold
05/02/17 CIMB Yangzijiang 1.15 1.25 Buy Sum of parts
05/02/17 DBS Vickers Yangzijiang 1.15 1.35 Buy Sum of parts
05/02/17 OCBC Yangzijiang 1.15 1.18 Hold Sum of parts
06/08/17 CLSA Yangzijiang 1.235 0.9 Sell
07/06/17 OCBC Yangzijiang 1.225 1.18 Hold
07/18/17 Credit Suisse Yangzijiang 1.34 1.1 Neutral
07/21/17 DBS Vickers Yangzijiang 1.35 1.35 Buy
08/10/17 UOB Kay Hian Yangzijiang 1.555 1.42 Hold PB1.1x, Buy @ $1.14
08/10/17 CIMB Yangzijiang 1.555 1.66 Add Sum of parts, PB1x
08/10/17 Credit Suisse Yangzijiang 1.555 1.5 Neutral Sum of parts
08/10/17 OCBC Yangzijiang 1.555 1.58 Hold Buy @ $1.48
08/11/17 DBS Vickers Yangzijiang 1.595 1.7 Buy Sum of parts, PB1.3x
08/25/17 DIR Yangzijiang 1.565 1.24 Sell PER10x FY17/18
09/04/17 CIMB Yangzijiang 1.495 1.66 Add Sum of parts
09/04/17 DBS Vickers Yangzijiang 1.495 1.7 Buy Sum of parts, PB1.3x
09/06/17 Credit Suisse Yangzijiang 1.415 1.5 Neutral
09/25/17 OCBC Yangzijiang 1.41 1.48 Hold
10/09/17 DBS Vickers Yangzijiang 1.49 1.7 Buy
10/26/17 Credit Suisse Yangzijiang 1.53 1.5 Neutral
11/13/17 OCBC Yangzijiang 1.64 1.63 Hold
11/13/17 CIMB Yangzijiang 1.64 1.8 Add Sum of parts
11/14/17 DBS Vickers Yangzijiang 1.67 1.82 Buy Sum of parts, PB1.3x
12/20/17 CIMB Yangzijiang 1.49 1.8 Add
03/02/18 OCBC Yangzijiang 1.45 1.49 Hold Sum of parts
03/02/18 CIMB Yangzijiang 1.45 1.51 Hold Sum of parts
03/05/18 DBS Vickers Yangzijiang 1.41 1.82 Buy Sum of parts, PB1.3x
03/16/18 OCBC Yangzijiang 1.3 1.34 Hold Sum of parts

World Class - Stock calls


Date Analyst Company Last Target Call Valuation
12/26/17 UOB Kay Hian World Class 0.23 0.32 Buy

Stock calls for 6 April 2018


Date Analyst Company Last Target Call Valuation
04/06/18 OCBC Comfortdelgro 2.07 2.25 Buy
04/06/18 CIMB Genting 1.08 1.4 Add EV/Ebitda11.5x FY19
04/06/18 CIMB Golden Agri 0.345 0.31 Reduce
04/06/18 UOB Kay Hian Memtech 1.58 1.5 Hold PER12x FY18, Buy @ $1.35
04/06/18 CIMB MM2 Asia 0.49 0.74 Add
04/06/18 Lim & Tan Noble 0.067 0 Avoid
04/06/18 DBS Vickers Perennial Reit 0.855 1.05 Buy
04/06/18 CIMB Sembcorp Marine 2.17 3.01 Add
04/06/18 CIMB Venture 27.73 30.81 Add PER17.7x FY19
04/06/18 CIMB Wilmar 3.1 4.1 Add

Another blow to Bitcoin!

https://finance.yahoo.com/news/blow-bitcoin-india-bans-banks-174503723.html

India has banned banks from dealing in Crypto.  This means that the Indian banks cannot transfer or receive money to and fro any e-wallet.

The US will impose 100b new tariffs against China.

https://finance.yahoo.com/news/china-win-trade-war-u-133843334.html

This is really a trade war now.  China will also retaliate with 100b new tariffs against the US.

Thursday, April 5, 2018

Wing Tai - Stock calls


Date Analyst Company Last Target Call Valuation
01/04/16 UOB Kay Hian Wing Tai 1.755 2.5 Buy
01/08/16 DBS Vickers Wing Tai 1.68 2.22 Buy
01/14/16 Kim Eng Wing Tai 1.63 1.91 Buy RNAV (16% discount), PB0.5x
01/26/16 Deutsche Wing Tai 1.55 1.8 Hold
02/05/16 Kim Eng Wing Tai 1.525 1.91 Buy RNAV (16% discount), PB0.5x
02/15/16 OCBC Wing Tai 1.485 2.43 Buy RNAV (35% discount)
02/25/16 Deutsche Wing Tai 1.54 1.8 Hold RNAV (50% discount)
03/10/16 Kim Eng Wing Tai 1.68 1.86 Buy RNAV (16% discount)
03/24/16 Deutsche Wing Tai 1.72 1.8 Hold RNAV (44.5% discount)
04/04/16 Kim Eng Wing Tai 1.76 1.86 Buy
04/20/16 Kim Eng Wing Tai 1.89 1.93 Hold RNAV (16% discount)
05/10/16 OCBC Wing Tai 1.795 2.43 Buy
05/24/16 UOB Kay Hian Wing Tai 1.73 2.5 Buy
06/08/16 UOB Kay Hian Wing Tai 1.715 2.37 Buy
06/09/16 Kim Eng Wing Tai 1.74 1.93 Hold
06/30/16 Kim Eng Wing Tai 1.64 1.71 Hold RNAV (18% discount)
07/07/16 Kim Eng Wing Tai 1.64 1.71 Hold RNAV (18% discount)
07/07/16 UOB Kay Hian Wing Tai 1.64 2.37 Buy
07/08/16 CIMB Wing Tai 1.665 1.95 Hold RNAV (35% discount)
07/12/16 Deutsche Wing Tai 1.65 1.9 Buy
08/23/16 CIMB Wing Tai 1.78 1.87 Hold RNAV (35% discount)
08/23/16 Kim Eng Wing Tai 1.78 1.71 Hold
08/23/16 Lim & Tan Wing Tai 1.78 0 Buy
08/23/16 UOB Kay Hian Wing Tai 1.78 2.37 Buy RNAV (30% discount)
09/09/16 Kim Eng Wing Tai 1.72 1.71 Hold
10/05/16 Kim Eng Wing Tai 1.69 1.71 Hold
10/28/16 Kim Eng Wing Tai 1.71 1.75 Hold RNAV (17% discount)
11/17/16 OCBC Wing Tai 1.605 2.43 Buy
12/06/16 Kim Eng Wing Tai 1.63 1.67 Hold
12/07/16 Deutsche Wing Tai 1.635 1.9 Buy
01/11/17 Kim Eng Wing Tai 1.64 1.67 Hold
02/07/17 OCBC Wing Tai 1.785 2.37 Buy
03/10/17 CIMB Wing Tai 1.79 2.05 Add RNAV (35% discount)
03/13/17 Deutsche Wing Tai 1.935 2 Buy
03/13/17 Kim Eng Wing Tai 1.935 1.67 Hold
03/13/17 OCBC Wing Tai 1.935 2.37 Buy
03/13/17 UOB Kay Hian Wing Tai 1.935 2.54 Buy
03/16/17 Kim Eng Wing Tai 1.9 1.8 Hold
05/12/17 Deutsche Wing Tai 1.86 2.4 Buy
05/12/17 Kim Eng Wing Tai 1.86 1.85 Hold
05/24/17 CIMB Wing Tai 1.845 2.05 Add RNAV (35% discount)
05/24/17 Lim & Tan Wing Tai 1.845 0 Buy on weakness
05/24/17 OCBC Wing Tai 1.845 2.37 Buy
05/24/17 UOB Kay Hian Wing Tai 1.845 2.61 Buy RNAV (25% discount)
06/05/17 OCBC Wing Tai 1.91 2.37 Buy
06/14/17 DBS Vickers Wing Tai 2.01 2.37 Buy
06/22/17 Deutsche Wing Tai 2.02 2.93 Buy
07/18/17 CIMB Wing Tai 2.02 2.05 Add
08/25/17 CIMB Wing Tai 2.13 2.32 Add RNAV (35% discount)
08/25/17 Lim & Tan Wing Tai 2.13 0 Buy
08/29/17 OCBC Wing Tai 2.12 2.37 Buy
09/05/17 UOB Kay Hian Wing Tai 2.11 2.61 Buy RNAV (25% discount)
10/04/17 UOB Kay Hian Wing Tai 2.18 2.61 Buy RNAV (25% discount)
10/06/17 Lim & Tan Wing Tai 2.24 0 Buy
10/20/17 Deutsche Wing Tai 2.24 2.6 Buy
10/24/17 Lim & Tan Wing Tai 2.32 0 Buy
10/25/17 OCBC Wing Tai 2.33 2.77 Buy
10/25/17 DBS Vickers Wing Tai 2.33 2.77 Buy
11/02/17 UOB Kay Hian Wing Tai 2.42 2.61 Buy RNAV (25% discount)
12/01/17 UOB Kay Hian Wing Tai 2.17 2.78 Buy
12/14/17 OCBC Wing Tai 2.3 2.77 Buy
01/04/18 UOB Kay Hian Wing Tai 2.29 2.78 Buy RNAV (20% discount)
01/04/18 Deutsche Wing Tai 2.29 2.6 Buy
01/19/18 UOB Kay Hian Wing Tai 2.34 2.78 Buy
02/13/18 OCBC Wing Tai 2.13 2.64 Buy
02/13/18 UOB Kay Hian Wing Tai 2.13 2.78 Buy
03/02/18 UOB Kay Hian Wing Tai 2.2 2.78 Buy
04/03/18 UOB Kay Hian Wing Tai 2.06 2.78 Buy

Wilmar - Stock calls


Date Analyst Company Last Target Call Valuation
01/25/16 OCBC Wilmar 2.75 3.27 Buy
01/26/16 Deutsche Wilmar 2.68 2 Sell
02/01/16 UOB Kay Hian Wilmar 2.85 3.6 Buy Sum of parts, PER12.8x FY16
02/19/16 CIMB Wilmar 3.11 3.28 Hold
02/19/16 Credit Suisse Wilmar 3.11 3.72 Outperform
02/19/16 DBS Vickers Wilmar 3.11 3.7 Buy
02/19/16 Lim & Tan Wilmar 3.11 0 Hold
02/19/16 Macquarie Wilmar 3.11 3.3 Outperform
02/22/16 CIMB Wilmar 3.16 3.49 Add Sum of parts
02/22/16 Citigroup Wilmar 3.16 3.71 Buy
02/22/16 OCBC Wilmar 3.16 3.34 Hold PER12.5x FY16
02/23/16 DBS Vickers Wilmar 3.16 3.85 Buy
03/18/16 OCBC Wilmar 3.25 3.34 Hold
03/28/16 Citigroup Wilmar 3.36 3.83 Buy
03/28/16 UOB Kay Hian Wilmar 3.36 3.6 Buy
04/12/16 DBS Vickers Wilmar 3.39 3.85 Buy
04/12/16 OCBC Wilmar 3.39 3.34 Hold Buy @ $3.20
04/25/16 Citigroup Wilmar 3.56 4.14 Buy
04/25/16 Deutsche Wilmar 3.56 3.5 Hold
04/25/16 UOB Kay Hian Wilmar 3.56 3.95 Buy Sum of parts, PER12.5x FY17
05/04/16 Credit Suisse Wilmar 3.63 4 Neutral
05/05/16 DMG & Partners Wilmar 3.51 4.25 Buy Sum of parts, PER14.5x FY16
05/11/16 CIMB Wilmar 3.41 3.49 Hold Sum of parts
05/11/16 Macquarie Wilmar 3.41 3.45 Neutral
05/11/16 UOB Kay Hian Wilmar 3.41 3.8 Buy Sum of parts, PER12.5x FY17
05/12/16 DBS Vickers Wilmar 3.29 3.75 Hold
06/09/16 Macquarie Wilmar 3.41 3.4 Neutral
06/17/16 DBS Vickers Wilmar 3.29 3.76 Buy
07/20/16 CIMB Wilmar 3.35 3.23 Reduce Sum of parts (10% discount)
07/20/16 Citigroup Wilmar 3.35 3.73 Buy
07/20/16 Credit Suisse Wilmar 3.35 3.1 Underperform
07/20/16 Deutsche Wilmar 3.35 2.8 Hold
07/20/16 DMG & Partners Wilmar 3.35 3.28 Neutral
07/20/16 OCBC Wilmar 3.35 3.05 Sell Buy @ $2.85
07/20/16 UOB Kay Hian Wilmar 3.35 3.05 Sell Sum of parts
07/21/16 Macquarie Wilmar 3.16 3.15 Neutral DCF
08/12/16 CIMB Wilmar 3.09 3.05 Reduce Sum of parts (15% discount)
08/12/16 Credit Suisse Wilmar 3.09 3.1 Underperform
08/12/16 DBS Vickers Wilmar 3.09 3.13 Hold
08/12/16 UOB Kay Hian Wilmar 3.09 3.05 Sell Sum of parts, PER11.5x FY17
08/15/16 Credit Suisse Wilmar 3.08 3.1 Neutral
09/15/16 Citigroup Wilmar 3.15 3.64 Buy
09/15/16 DBS Vickers Wilmar 3.15 3.13 Hold
10/05/16 OCBC Wilmar 3.22 3 Hold
10/25/16 DBS Vickers Wilmar 3.35 3.39 Hold DCF
11/02/16 UOB Kay Hian Wilmar 3.32 3.05 Sell Sum of parts, PER11.5x FY17
11/11/16 CIMB Wilmar 3.35 3.05 Reduce Sum of parts (15% discount)
11/11/16 Credit Suisse Wilmar 3.35 3.1 Neutral
11/14/16 CIMB Wilmar 3.3 3.42 Hold Sum of parts (10% discount)
11/14/16 DBS Vickers Wilmar 3.3 3.39 Hold
11/14/16 OCBC Wilmar 3.3 3.18 Hold PER12.5x FY17
12/06/16 CIMB Wilmar 3.66 3.42 Hold
12/07/16 Deutsche Wilmar 3.67 2.8 Hold
12/08/16 Citigroup Wilmar 3.69 3.64 Buy
12/08/16 UOB Kay Hian Wilmar 3.69 3.05 Sell
12/12/16 OCBC Wilmar 3.61 3.18 Hold
01/03/17 DMG & Partners Wilmar 3.59 3.28 Neutral
01/11/17 DBS Vickers Wilmar 3.67 3.39 Hold
02/01/17 UOB Kay Hian Wilmar 3.88 3.5 Sell Sum of parts, PER12.1x FY17
02/13/17 DBS Vickers Wilmar 3.93 3.39 Hold
02/21/17 CIMB Wilmar 3.9 3.93 Hold Sum of parts
02/21/17 Credit Suisse Wilmar 3.9 3.73 Neutral
02/22/17 DMG & Partners Wilmar 3.78 3.56 Neutral Sum of parts
02/22/17 OCBC Wilmar 3.78 3.7 Hold PER14x FY17
03/02/17 UOB Kay Hian Wilmar 3.65 3.5 Sell Sum of parts, PER12.1x FY17, Buy @ $3.20
03/13/17 DBS Vickers Wilmar 3.58 3.9 Hold
04/11/17 DBS Vickers Wilmar 3.52 3.9 Hold
04/11/17 DMG & Partners Wilmar 3.52 3.62 Neutral
04/13/17 Credit Suisse Wilmar 3.52 3.5 Neutral
05/05/17 UOB Kay Hian Wilmar 3.47 3.5 Hold Sum of parts, PER12.1x FY17, Buy @ $3.20
05/12/17 CIMB Wilmar 3.43 3.93 Add Sum of parts
05/12/17 Credit Suisse Wilmar 3.43 3.5 Neutral
05/12/17 OCBC Wilmar 3.43 3.7 Hold
05/15/17 CIMB Wilmar 3.76 4.52 Add Sum of parts
05/15/17 DMG & Partners Wilmar 3.76 3.62 Neutral DCF, PER13x
05/15/17 Macquarie Wilmar 3.76 3.7 Neutral
05/15/17 UOB Kay Hian Wilmar 3.76 4.4 Buy Sum of parts, PER20x
05/16/17 Credit Suisse Wilmar 3.82 3.9 Neutral Sum of parts
05/16/17 DBS Vickers Wilmar 3.82 3.9 Hold DCF
06/14/17 UOB Kay Hian Wilmar 3.51 4.4 Buy Sum of parts
07/11/17 DBS Vickers Wilmar 3.32 3.9 Hold
08/11/17 CIMB Wilmar 3.42 4.52 Add Sum of parts
08/11/17 DMG & Partners Wilmar 3.42 3.43 Neutral Sum of parts
08/11/17 OCBC Wilmar 3.42 3.66 Hold
08/14/17 DBS Vickers Wilmar 3.2 3.52 Hold DCF
08/15/17 Credit Suisse Wilmar 3.2 3.5 Neutral PER15x FY17
08/28/17 DIR Wilmar 3.22 3.82 Buy PER15x FY17/18
09/05/17 DBS Vickers Wilmar 3.25 3.52 Hold DCF
09/07/17 OCBC Wilmar 3.27 3.68 Hold
10/31/17 UOB Kay Hian Wilmar 3.4 4.1 Buy Sum of parts, PER14x FY18
11/13/17 DBS Vickers Wilmar 3.31 3.52 Hold
11/14/17 UOB Kay Hian Wilmar 3.32 4.1 Buy Sum of parts, PER14x FY18
11/14/17 DMG & Partners Wilmar 3.32 3.33 Neutral Sum of parts
11/14/17 CIMB Wilmar 3.32 4.27 Add Sum of parts
11/14/17 OCBC Wilmar 3.32 3.51 Hold
11/16/17 DBS Vickers Wilmar 3.22 3.5 Hold DCF, PER15x FY18
12/13/17 DMG & Partners Wilmar 3.11 3.31 Neutral Sum of parts
12/20/17 CIMB Wilmar 3.1 4.27 Add
01/04/18 CIMB Wilmar 3.16 4.27 Add
01/15/18 DBS Vickers Wilmar 3.16 3.5 Hold
01/16/18 UOB Kay Hian Wilmar 3.19 4.1 Buy Sum of parts, PER14x FY18
02/23/18 CIMB Wilmar 3.04 4.1 Add Sum of parts
02/23/18 UOB Kay Hian Wilmar 3.04 4.1 Buy Sum of parts, PER14x FY18
02/23/18 OCBC Wilmar 3.04 3.51 Hold PER13.5x FY18/19
02/26/18 DBS Vickers Wilmar 3.13 3.65 Buy DCF
02/26/18 DMG & Partners Wilmar 3.13 3.45 Buy Sum of parts
03/05/18 CIMB Wilmar 3.18 4.1 Add
03/07/18 UOB Kay Hian Wilmar 3.16 4.1 Buy Sum of parts
03/08/18 OCBC Wilmar 3.18 3.51 Buy
03/14/18 DBS Vickers Wilmar 3.23 3.65 Buy
04/03/18 DBS Vickers Wilmar 3.21 3.65 Buy
04/05/18 DMG & Partners Wilmar 3.08 3.45 Buy

Stock calls for 5 April 2018


Date Analyst Company Last Target Call Valuation
04/05/18 CIMB China Sunsine 1.25 1.62 Add PER9.8x CY19
04/05/18 OCBC Frasers Commercial Trust 1.41 1.51 Buy
04/05/18 UOB Kay Hian Genting 1.03 1.3 Buy EV/Ebitda10.4x FY18
04/05/18 Amfrasers Mindchamps 0.74 0.86 Buy PER23.2x FY18
04/05/18 Amfrasers Sing Holdings 0.42 0.68 Buy RNAV (30% discount), PB1x FY17
04/05/18 DMG & Partners Wilmar 3.08 3.45 Buy

The 3rd company, Vard, is delisting from SGX in 2018.

http://www.businesstimes.com.sg/companies-markets/vard-gets-sgx-nod-for-proposed-delisting

Vard is the 3rd company to leave SGX in 2018.

SGX will be in serious trouble when there are more delisting than IPO listing.

http://sg-stock.blogspot.sg/2018/02/another-company-jaya-is-leaving-sgx.html

Who will win in a trade war? US or China?

Who will emerge as a winner in this trade war?

The main determinant to be a winner in this trade war is actually the country saving rate.  The Chinese are savers but the Americans are spenders.  In a trade war, the high saving rate will help the country to withstand the price hikes and support the economy.  When the citizens have little savings, they will not support the country in a trade war and oust the government for causing them the miseries. This is a fact of life and Trump doesn't get it because he is a billionaire.

OMG! Africa is splitting up into 2 continents soon!

https://qz.com/1244443/scientists-now-have-evidence-africa-is-physically-splitting-into-two-continents/

Nothing can stop the forces of nature.

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.