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Monday, April 9, 2018

Yoma - Stock calls


Date Analyst Company Last Target Call Valuation
01/29/16 CIMB Yoma 0.43 0.45 Hold RNAV (40% discount)
01/29/16 DBS Vickers Yoma 0.43 0.78 Buy
05/18/16 CIMB Yoma 0.515 0.45 Hold
05/20/16 CIMB Yoma 0.515 0.45 Reduce RNAV (40% discount)
05/20/16 DBS Vickers Yoma 0.515 0.78 Buy Sum of parts
05/20/16 OCBC Yoma 0.515 0.49 Hold
05/31/16 DMG & Partners Yoma 0.51 0.78 Buy
07/27/16 DBS Vickers Yoma 0.6 0.8 Buy Sum of parts
07/28/16 CIMB Yoma 0.6 0.4 Reduce RNAV (40% discount)
09/09/16 OCBC Yoma 0.6 0.54 Hold
10/26/16 OCBC Yoma 0.6 0.54 Hold
11/08/16 OCBC Yoma 0.6 0.54 Hold
11/10/16 DBS Vickers Yoma 0.585 0.8 Buy
11/11/16 DMG & Partners Yoma 0.585 0.78 Buy Sum of parts (10% discount)
11/17/16 DIR Yoma 0.52 0.73 Buy Sum of parts (30% discount)
12/14/16 DIR Yoma 0.59 0.73 Buy Sum of parts (30% discount)
01/03/17 DMG & Partners Yoma 0.585 0.75 Buy Sum of parts (10% discount)
02/13/17 DBS Vickers Yoma 0.58 0.8 Buy
03/28/17 DMG & Partners Yoma 0.62 0.78 Buy Sum of parts (10% discount)
04/11/17 DIR Yoma 0.63 0.66 Hold Sum of parts (30% discount)
05/24/17 OCBC Yoma 0.575 0.54 Hold
05/25/17 DBS Vickers Yoma 0.575 0.8 Buy
05/25/17 DIR Yoma 0.575 0.62 Hold Sum of parts (30% discount)
06/06/17 DMG & Partners Yoma 0.59 0.78 Buy Sum of parts (10% discount)
07/05/17 OCBC Yoma 0.585 0.54 Hold
07/27/17 OCBC Yoma 0.61 0.58 Hold
07/27/17 DMG & Partners Yoma 0.61 0.78 Buy Sum of parts (10% discount)
08/21/17 OCBC Yoma 0.565 0.58 Hold
09/15/17 OCBC Yoma 0.58 0.58 Hold
10/11/17 OCBC Yoma 0.6 0.58 Hold
10/30/17 DBS Vickers Yoma 0.59 0.75 Buy Sum of parts (30% discount)
11/06/17 OCBC Yoma 0.585 0.55 Hold
12/15/17 DBS Vickers Yoma 0.54 0.75 Buy
01/02/18 OCBC Yoma 0.54 0.55 Hold
02/07/18 OCBC Yoma 0.48 0.55 Buy
03/07/18 OCBC Yoma 0.42 0.51 Buy Sum of parts
03/07/18 DBS Vickers Yoma 0.42 0.75 Buy

Yanlord - Stock calls


Date Analyst Company Last Target Call Valuation
01/26/16 Deutsche Yanlord 0.995 0.8 Sell
03/03/16 DBS Vickers Yanlord 1.095 1.35 Buy
08/15/16 DBS Vickers Yanlord 1.24 1.46 Buy PER8.9x FY17
11/17/16 DBS Vickers Yanlord 1.31 1.46 Buy
03/02/17 DBS Vickers Yanlord 1.5 2.21 Buy PER8.9x FY17
05/17/17 DBS Vickers Yanlord 1.895 2.25 Buy PER8.3x FY17
05/18/17 Macquarie Yanlord 1.88 0 Outperform
11/15/17 DBS Vickers Yanlord 1.74 2.25 Buy PER7.1x FY18
01/03/18 Citibank Yanlord 1.72 1.75 Neutral RNAV (50% discount)

Stock calls for 9 April 2018


Date Analyst Company Last Target Call Valuation
04/09/18 DMG & Partners Moya Asia 0.099 0.15 Buy DCF
04/09/18 CIMB SPH Reit 1 1.06 Hold DDM
04/09/18 OCBC SPH Reit 1 1.02 Hold DDM
04/09/18 DBS Vickers SPH Reit 1 1.07 Buy DCF
04/09/18 Lim & Tan SPH Reit 1 1.06 Hold
04/09/18 Kim Eng SPH Reit 1 1 Hold
04/09/18 UOB Kay Hian Y Venture 0.53 0.8 Buy PEG0.86x, Price-To-Sales2.6x FY19

UK couldn't determine the nerve agent source for the ex-russian spy attack.

http://www.scmp.com/news/world/europe/article/2140173/uk-lab-says-cannot-determine-nerve-agent-used-poison-spy-was

After a big hoo-ha, the UK had come forth to admit that it couldn't determine the source of the nerve agent.  Previously, the UK pinpointed that the nerve agent came from Russia and Russia was behind the attack.  It had backtracked on that statement after expelling Russia diplomats.

The UK is becoming more and more like the USA now.

Saturday, April 7, 2018

Baltic dry index - 948

Today, Friday, April 06 2018, the Baltic Dry Index decreased by 5 points, reaching 948 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 - 1003

HOUSTON — The number of rigs exploring for oil and natural gas in the U.S. increased by 10 this week to 1,003.
At this time a year ago there were 839 active rigs.
Houston oilfield services company Baker Hughes reported Friday that 808 rigs drilled for oil this week and 194 for gas. One was listed as miscellaneous.
Among major oil- and gas-producing states, Oklahoma added five rigs. New Mexico tacked on three, while Kansas and Texas each gained two. North Dakota, Ohio, Utah and West Virginia increased by one each.
Louisiana lost two rigs, while Alaska, Colorado, Pennsylvania and Wyoming dropped one each.
Arkansas and California 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.

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.