Date | Analyst | Company | Last | Target | Call | Valuation |
03/22/17 | CIMB | China Jinjiang | 0.845 | 1.1 | Add | DCF |
04/27/17 | CIMB | China Jinjiang | 0.91 | 1.1 | Add | DCF |
05/26/17 | CIMB | China Jinjiang | 0.89 | 1.1 | Add | DCF |
08/21/17 | CIMB | China Jinjiang | 0.79 | 1.1 | Add | DCF |
03/08/18 | CIMB | China Jinjiang | 0.59 | 0.85 | Add | DCF |
Wednesday, May 2, 2018
China Jinjiang - Stock calls
Stock calls for 2 May 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
05/02/18 | UOB Kay Hian | A-Reit | 2.67 | 3.05 | Buy | |
05/02/18 | UOB Kay Hian | CapitaCommercial | 1.82 | 2.09 | Buy | |
05/02/18 | DBS Vickers | Capitaland | 3.76 | 4.35 | Buy | |
05/02/18 | OCBC | Capitaland | 3.76 | 4.26 | Buy | RNAV |
05/02/18 | DMG & Partners | Capitaland | 3.76 | 4.2 | Buy | RNAV (15% discount) |
05/02/18 | UOB Kay Hian | Capitaland | 3.76 | 4.3 | Buy | RNAV (15% discount) |
05/02/18 | DIR | Capitaland | 3.76 | 4.1 | Outperform | RNAV (20% discount) |
05/02/18 | CIMB | Capitaland | 3.76 | 4.37 | Add | RNAV (20% discount) |
05/02/18 | Kim Eng | Capitaland | 3.76 | 4.1 | Buy | |
05/02/18 | UOB Kay Hian | CDL Hospitality | 1.78 | 1.95 | Buy | |
05/02/18 | DMG & Partners | CDL Hospitality | 1.78 | 1.95 | Buy | DDM |
05/02/18 | OCBC | CDL Hospitality | 1.78 | 1.6 | Hold | |
05/02/18 | CIMB | CDL Hospitality | 1.78 | 1.92 | Add | DDM |
05/02/18 | Amfrasers | Comfortdelgro | 2.25 | 2.72 | Buy | PER19x FY18 |
05/02/18 | UOB Kay Hian | CSE Global | 0.415 | 0.58 | Buy | PER15x FY19 |
05/02/18 | phillip | DBS | 30.84 | 32.7 | Accumulate | GGM, PB1.8x FY18 |
05/02/18 | UOB Kay Hian | DBS | 30.84 | 35.5 | Buy | GGM, PB1.82x FY19 |
05/02/18 | DMG & Partners | DBS | 30.84 | 29.6 | Neutral | GGM, PB1.51x (ex-div) |
05/02/18 | CIMB | DBS | 30.84 | 34 | Add | GGM, PB1.8x FY18 |
05/02/18 | Lim & Tan | DBS | 30.84 | 0 | Buy on weakness | |
05/02/18 | Kim Eng | DBS | 30.84 | 30.8 | Hold | GGM, PB1.6 FY18 |
05/02/18 | DBS Vickers | Indofood Agri | 0.32 | 0.36 | Hold | DCF |
05/02/18 | DMG & Partners | Manulife US Reit | 0.95 | 1 | Buy | DDM |
05/02/18 | UOB Kay Hian | Manulife US Reit | 0.95 | 1.12 | Buy | |
05/02/18 | CIMB | Mapletree Industrial | 2.03 | 2.12 | Add | |
05/02/18 | CIMB | Mapletree Logistics | 1.27 | 1.39 | Add | DDM |
05/02/18 | Phillip | Micro-Mechanics | 1.82 | 2.3 | Buy | PER17x FY18 |
05/02/18 | DMG & Partners | Moya Asia | 0.1 | 0.15 | Buy | DCF |
05/02/18 | CIMB | Parkway Life | 2.79 | 3.07 | Hold | DDM |
05/02/18 | UOB Kay Hian | Parkway Life | 2.79 | 3.32 | Buy | DDM |
05/02/18 | Phillip | Raffles Medical | 1.15 | 1.32 | Accumulate | DCF |
05/02/18 | UOB Kay Hian | Raffles Medical | 1.15 | 1.32 | Buy | DCF |
05/02/18 | DMG & Partners | Raffles Medical | 1.15 | 1.02 | Sell | DCF |
05/02/18 | OCBC | Raffles Medical | 1.15 | 1.26 | Buy | |
05/02/18 | CIMB | Raffles Medical | 1.15 | 1.24 | Hold | Sum of parts |
05/02/18 | Kim Eng | Raffles Medical | 1.15 | 1.13 | Hold | |
05/02/18 | phillip | Sheng Siong | 1.02 | 1.13 | Accumulate | PER23x FY18 |
05/02/18 | CIMB | Sheng Siong | 1.02 | 1.18 | Add | PER22.3x FY19 |
05/02/18 | DBS Vickers | SPH Reit | 0.99 | 1.07 | Buy | |
05/02/18 | CIMB | SPH Reit | 0.99 | 1.07 | Hold | DDM |
05/02/18 | OCBC | SPH Reit | 0.99 | 1.02 | Hold | |
05/02/18 | DBS Vickers | Yangzijiang | 1.17 | 1.82 | Buy | Sum of parts |
Midas is facing bankruptcy now!
https://www.theedgesingapore.com/midas-board-aims-salvage-parent-company
The problem with Midas is it doesn't know how much debts it has as it is a guarantor of a lot of debts.
Basically, this is a foregone case and lawsuits are coming.
The problem with Midas is it doesn't know how much debts it has as it is a guarantor of a lot of debts.
Basically, this is a foregone case and lawsuits are coming.
Monday, April 30, 2018
China Everbright - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/03/17 | DMG & Partners | China Everbright | 0.5 | 0.62 | Buy | |
02/27/17 | phillip | China Everbright | 0.435 | 0.56 | Buy | PER17.4x |
02/28/17 | DMG & Partners | China Everbright | 0.44 | 0.54 | Buy | DCF |
03/13/17 | DBS Vickers | China Everbright | 0.44 | 0.64 | Buy | PER24x |
03/30/17 | DMG & Partners | China Everbright | 0.475 | 0.54 | Buy | |
04/03/17 | DBS Vickers | China Everbright | 0.475 | 0.64 | Buy | |
05/15/17 | DBS Vickers | China Everbright | 0.48 | 0.64 | Buy | PER24x |
05/15/17 | phillip | China Everbright | 0.48 | 0.57 | Accumulate | PER16.7x |
08/08/17 | DMG & Partners | China Everbright | 0.475 | 0.54 | Buy | DCF |
08/10/17 | phillip | China Everbright | 0.485 | 0.61 | Buy | PER17.1x |
08/10/17 | DBS Vickers | China Everbright | 0.485 | 0.65 | Buy | PER24x FY18 |
10/11/17 | DBS Vickers | China Everbright | 0.465 | 0.65 | Buy | PER24x FY18 |
10/20/17 | phillip | China Everbright | 0.46 | 0.54 | Buy | PER15.9x |
11/15/17 | DMG & Partners | China Everbright | 0.45 | 0.54 | Buy | DCF |
11/17/17 | phillip | China Everbright | 0.445 | 0.59 | Buy | PER17.4x FY18 |
03/02/18 | DBS Vickers | China Everbright | 0.45 | 0.65 | Buy | |
03/02/18 | phillip | China Everbright | 0.45 | 0.6 | Buy | PER12.5x |
China Aviation Oil - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/03/17 | UOB Kay Hian | China Aviation Oil | 1.4 | 1.9 | Buy | |
01/05/17 | UOB Kay Hian | China Aviation Oil | 1.4 | 2.01 | Buy | PER14.4x FY17 |
01/13/17 | DBS Vickers | China Aviation Oil | 1.505 | 1.7 | Buy | |
01/17/17 | CIMB | China Aviation Oil | 1.505 | 2 | Add | PER13x CY18 |
02/24/17 | DBS Vickers | China Aviation Oil | 1.51 | 1.85 | Buy | PER12x FY18 |
02/24/17 | UOB Kay Hian | China Aviation Oil | 1.51 | 2.21 | Buy | PER14.4x FY17 |
02/27/17 | CIMB | China Aviation Oil | 1.525 | 2.28 | Add | PER13x FY18 |
02/27/17 | phillip | China Aviation Oil | 1.525 | 2 | Buy | PER11.7x FY17 |
02/28/17 | Edison | China Aviation Oil | 1.525 | 2.04 | Buy | DCF |
03/02/17 | UOB Kay Hian | China Aviation Oil | 1.525 | 2.21 | Buy | |
03/03/17 | DMG & Partners | China Aviation Oil | 1.5 | 1.83 | Buy | PER11.2x FY17, PEG1x FY17 |
03/17/17 | DBS Vickers | China Aviation Oil | 1.475 | 1.85 | Buy | |
03/24/17 | CIMB | China Aviation Oil | 1.465 | 2.28 | Add | PER13x FY18 |
04/03/17 | UOB Kay Hian | China Aviation Oil | 1.525 | 2.21 | Buy | |
04/10/17 | CIMB | China Aviation Oil | 1.64 | 2.28 | Add | PER13x FY18 |
04/20/17 | UOB Kay Hian | China Aviation Oil | 1.63 | 2.26 | Buy | PER14.4x FY17 |
04/21/17 | phillip | China Aviation Oil | 1.635 | 2 | Buy | PER11.7x |
04/26/17 | DMG & Partners | China Aviation Oil | 1.625 | 1.9 | Buy | PER11.3x FY17, PEG0.68x FY17 |
05/03/17 | UOB Kay Hian | China Aviation Oil | 1.62 | 2.26 | Buy | |
05/31/17 | CIMB | China Aviation Oil | 1.685 | 2.28 | Add | |
06/09/17 | CIMB | China Aviation Oil | 1.65 | 2.2 | Buy | PER13x FY18 |
06/13/17 | UOB Kay Hian | China Aviation Oil | 1.685 | 2.01 | Buy | |
06/28/17 | DMG & Partners | China Aviation Oil | 1.665 | 1.9 | Buy | PER11.3x FY17, PEG0.68x FY17 |
07/03/17 | UOB Kay Hian | China Aviation Oil | 1.67 | 2.26 | Buy | PER14.4x FY17 |
07/27/17 | DBS Vickers | China Aviation Oil | 1.765 | 1.85 | Buy | PER12x FY18 |
07/28/17 | DMG & Partners | China Aviation Oil | 1.67 | 1.9 | Buy | PER11.3x FY17, PEG0.61x FY17 |
07/28/17 | CIMB | China Aviation Oil | 1.67 | 2.08 | Add | PER13x FY18 |
07/31/17 | phillip | China Aviation Oil | 1.65 | 2 | Buy | PER11.7x |
07/31/17 | DBS Vickers | China Aviation Oil | 1.65 | 2.08 | Buy | PER13x FY18 |
08/17/17 | UOB Kay Hian | China Aviation Oil | 1.535 | 2.26 | Buy | |
08/17/17 | Edison | China Aviation Oil | 1.535 | 2.11 | Buy | |
11/03/17 | UOB Kay Hian | China Aviation Oil | 1.76 | 2.26 | Buy | PER14.4x FY17 |
11/03/17 | DMG & Partners | China Aviation Oil | 1.76 | 1.8 | Neutral | PER12x FY17 |
11/03/17 | CIMB | China Aviation Oil | 1.76 | 2.08 | Add | PER13x FY18 |
11/03/17 | DBS Vickers | China Aviation Oil | 1.76 | 2.08 | Buy | |
11/06/17 | phillip | China Aviation Oil | 1.67 | 2 | Buy | PER11.5x FY18 |
11/06/17 | Edison | China Aviation Oil | 1.67 | 1.88 | Buy | |
01/31/18 | DBS Vickers | China Aviation Oil | 1.65 | 2.08 | Buy | PER13x FY18 |
03/01/18 | CIMB | China Aviation Oil | 1.58 | 2.03 | Add | PER12.5x CY19 |
03/01/18 | DMG & Partners | China Aviation Oil | 1.58 | 1.6 | Neutral | DCF, PER11.3x FY18 |
03/01/18 | UOB Kay Hian | China Aviation Oil | 1.58 | 2.13 | Buy | PER13.5x FY18 |
03/02/18 | DBS Vickers | China Aviation Oil | 1.51 | 1.98 | Buy | PER13x FY18 |
03/02/18 | phillip | China Aviation Oil | 1.51 | 2 | Buy | PER13.3x |
03/20/18 | DMG & Partners | China Aviation Oil | 1.54 | 1.8 | Buy | PER12.2x FY18, PEG1x FY18 |
04/03/18 | Edison | China Aviation Oil | 1.56 | 1.82 | Buy | DCF |
Centurion - Stock calls
Date
|
Analyst
|
Company
|
Last
|
Target
|
Call
|
Valuation
|
02/06/17
|
phillip
|
Centurion
|
0.36
|
0.42
|
Buy
|
|
03/02/17
|
DMG & Partners
|
Centurion
|
0.405
|
0.39
|
Neutral
|
DCF
|
03/02/17
|
Kim Eng
|
Centurion
|
0.405
|
0.41
|
Hold
|
DCF
|
03/03/17
|
phillip
|
Centurion
|
0.4
|
0.42
|
Accumulate
|
DCF
|
03/31/17
|
Lim & Tan
|
Centurion
|
0.41
|
0
|
Hold
|
|
04/03/17
|
phillip
|
Centurion
|
0.42
|
0.42
|
Accumulate
|
DCF
|
05/19/17
|
phillip
|
Centurion
|
0.445
|
0.48
|
Accumulate
|
DCF
|
08/11/17
|
Kim Eng
|
Centurion
|
0.545
|
0.55
|
Hold
|
DCF
|
08/11/17
|
phillip
|
Centurion
|
0.545
|
0.59
|
Accumulate
|
DCF
|
11/10/17
|
phillip
|
Centurion
|
0.535
|
0.59
|
Accumulate
|
DCF
|
03/01/18
|
DMG & Partners
|
Centurion
|
0.515
|
0.47
|
Neutral
|
DCF
|
03/01/18
|
Kim Eng
|
Centurion
|
0.515
|
0.5
|
Hold
|
DCF
|
Stock calls for 30 April 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
04/30/18 | Phillip | CapitaRetail China | 1.55 | 1.66 | Accumulate | DDM |
04/30/18 | phillip | China Sunsine | 1.48 | 1.97 | Buy | FCFE |
04/30/18 | Lim & Tan | CSE Global | 0.42 | 0.55 | Buy | DCF & DDM & RV |
04/30/18 | DMG & Partners | DBS | 30 | 27 | Neutral | |
04/30/18 | OCBC | DBS | 30 | 34.6 | Buy | |
04/30/18 | phillip | Ho Bee | 2.56 | 2.98 | Accumulate | RNAV (30% discount) |
04/30/18 | DBS Vickers | Ifast Corp | 0.9 | 1.26 | Buy | DDM |
04/30/18 | DBS Vickers | Mapletree Industrial | 2.02 | 2.22 | Buy | |
04/30/18 | OCBC | Mapletree Logistics | 1.27 | 1.44 | Buy | |
04/30/18 | Kim Eng | Mapletree Logistics | 1.27 | 1.25 | Hold | DDM |
04/30/18 | NRA | Megachem | 0.385 | 0.51 | Not Rated | DCF, PER14.7x FY18 |
04/30/18 | DMG & Partners | Sheng Siong | 1.02 | 1.18 | Buy | |
04/30/18 | UOB Kay Hian | Sheng Siong | 1.02 | 1.09 | Hold | PER22.5x FY18, Buy @ $0.98 |
04/30/18 | OCBC | Sheng Siong | 1.02 | 1.06 | Buy | |
04/30/18 | DBS Vickers | Sheng Siong | 1.02 | 1.21 | Buy | PER25x FY18 |
04/30/18 | UOB Kay Hian | Tianjin Zhongxin | 1.01 | 1.72 | Buy | PER14.1x FY18 |
04/30/18 | DMG & Partners | Valuetronics | 0.68 | 0.96 | Buy | PER10x FY19 |
04/30/18 | UOB Kay Hian | Wilmar | 3.26 | 4.1 | Buy | Sum of parts, PER14x FY18 |
04/30/18 | DBS Vickers | Yangzijiang | 1.16 | 1.82 | Buy | PB |
04/30/18 | CIMB | Yangzijiang | 1.16 | 1.27 | Hold | Sum of parts |
04/30/18 | OCBC | Yangzijiang | 1.16 | 1.22 | Hold |
Saturday, April 28, 2018
As it turned out, Russia was the biggest beneficiary to the Syrian air strikes.
https://www.veteranstoday.com/2018/04/21/syria-hands-unexploded-us-cruise-missiles-to-russia/
Besides recapturing the eastern Ghouta by the Syrian government, the USA had also given the Russian 2 cruise missiles for R&D.
https://www.washingtonpost.com/world/middle_east/the-latest-syrian-police-units-enter-town-of-douma/2018/04/14/00a62e6a-3fba-11e8-955b-7d2e19b79966_story.html?utm_term=.0b0a343b81cd
No wonder Putin was delighted over the Syrian air strikes as the Russian was the biggest beneficiary.
Besides recapturing the eastern Ghouta by the Syrian government, the USA had also given the Russian 2 cruise missiles for R&D.
https://www.washingtonpost.com/world/middle_east/the-latest-syrian-police-units-enter-town-of-douma/2018/04/14/00a62e6a-3fba-11e8-955b-7d2e19b79966_story.html?utm_term=.0b0a343b81cd
No wonder Putin was delighted over the Syrian air strikes as the Russian was the biggest beneficiary.
Baltic dry index - 1361
Today, Friday, April 27 2018, the Baltic Dry Index decreased by 14 points, reaching 1361 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 - 1021
HOUSTON (AP) — The number of rigs exploring for oil and natural gas in the U.S. increased by eight this week to 1,021.
At this time a year ago there were 870 active rigs.
Houston oilfield services company Baker Hughes reported Friday that 825 rigs drilled for oil this week and 195 for gas. One was listed as miscellaneous.
Among major oil- and gas-producing states, Oklahoma added six rigs, Texas gained four, North Dakota added three, Louisiana and Ohio each gained two and California added one.
Alaska and New Mexico each declined by three, Wyoming lost two and Colorado, Kansas and Pennsylvania each declined by one.
Arkansas, Utah and West Virginia 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 27, 2018
CEI - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/14/17 | CIMB | CEI | 0.94 | 1.11 | Add | PER9.2x FY18 |
07/05/17 | CIMB | CEI | 1.06 | 1.11 | Add | PER9.2x FY18 |
08/28/17 | CIMB | CEI | 1.025 | 1.08 | Add | PER9.74x |
02/12/18 | CIMB | CEI | 1 | 1.02 | Hold | PER10.48x |
CDL Hospitality - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/04/17 | OCBC | CDL Hospitality | 1.355 | 1.48 | Buy | |
01/09/17 | DBS Vickers | CDL Hospitality | 1.39 | 1.59 | Buy | |
01/18/17 | DIR | CDL Hospitality | 1.4 | 1.49 | Outperform | |
01/27/17 | CIMB | CDL Hospitality | 1.42 | 1.42 | Hold | DDM |
01/27/17 | DBS Vickers | CDL Hospitality | 1.42 | 1.65 | Buy | DCF |
01/27/17 | DIR | CDL Hospitality | 1.42 | 1.5 | Outperform | DDM |
01/27/17 | DMG & Partners | CDL Hospitality | 1.42 | 1.47 | Neutral | |
01/27/17 | OCBC | CDL Hospitality | 1.42 | 1.46 | Hold | |
01/27/17 | UOB Kay Hian | CDL Hospitality | 1.42 | 1.47 | Hold | DDM |
01/31/17 | Credit Suisse | CDL Hospitality | 1.415 | 1.53 | Outperform | |
03/07/17 | UOB Kay Hian | CDL Hospitality | 1.39 | 1.47 | Hold | |
03/10/17 | DMG & Partners | CDL Hospitality | 1.385 | 1.47 | Neutral | |
04/03/17 | CIMB | CDL Hospitality | 1.435 | 1.42 | Hold | |
04/07/17 | DMG & Partners | CDL Hospitality | 1.48 | 1.47 | Neutral | |
04/11/17 | UOB Kay Hian | CDL Hospitality | 1.47 | 1.47 | Hold | DDM |
04/18/17 | DIR | CDL Hospitality | 1.49 | 1.5 | Outperform | |
04/27/17 | Credit Suisse | CDL Hospitality | 1.51 | 1.64 | Outperform | |
04/27/17 | DBS Vickers | CDL Hospitality | 1.51 | 1.7 | Buy | DCF |
04/27/17 | DIR | CDL Hospitality | 1.51 | 1.59 | Outperform | DDM |
04/27/17 | DMG & Partners | CDL Hospitality | 1.51 | 1.62 | Buy | DDM |
04/27/17 | OCBC | CDL Hospitality | 1.51 | 1.49 | Hold | |
05/08/17 | DBS Vickers | CDL Hospitality | 1.54 | 1.75 | Buy | DCF |
05/08/17 | DIR | CDL Hospitality | 1.54 | 1.65 | Outperform | DDM |
05/08/17 | OCBC | CDL Hospitality | 1.54 | 1.51 | Hold | |
05/25/17 | UOB Kay Hian | CDL Hospitality | 1.615 | 1.62 | Hold | |
06/12/17 | DBS Vickers | CDL Hospitality | 1.61 | 1.75 | Buy | |
06/13/17 | CIMB | CDL Hospitality | 1.63 | 1.52 | Hold | DDM |
06/16/17 | DIR | CDL Hospitality | 1.64 | 1.72 | Outperform | DDM |
06/29/17 | DMG & Partners | CDL Hospitality | 1.63 | 1.7 | Buy | DDM |
06/29/17 | OCBC | CDL Hospitality | 1.63 | 1.52 | Hold | Ex-rights $1.48 (20-for-100 @ $1.28) |
07/04/17 | DIR | CDL Hospitality | 1.62 | 1.58 | Hold | DDM |
07/04/17 | OCBC | CDL Hospitality | 1.62 | 1.48 | Hold | Ex-rights |
07/12/17 | DMG & Partners | CDL Hospitality | 1.56 | 1.7 | Buy | DDM |
07/31/17 | UOB Kay Hian | CDL Hospitality | 1.59 | 1.62 | Hold | DDM |
07/31/17 | OCBC | CDL Hospitality | 1.59 | 1.525 | Hold | |
07/31/17 | CIMB | CDL Hospitality | 1.59 | 1.56 | Hold | DDM |
07/31/17 | Credit Suisse | CDL Hospitality | 1.59 | 1.7 | Outperform | |
07/31/17 | DBS Vickers | CDL Hospitality | 1.59 | 1.75 | Buy | DCF |
08/21/17 | OCBC | CDL Hospitality | 1.62 | 1.525 | Hold | |
08/28/17 | DBS Vickers | CDL Hospitality | 1.605 | 1.75 | Buy | |
09/21/17 | DMG & Partners | CDL Hospitality | 1.6 | 1.7 | Buy | |
10/11/17 | DBS Vickers | CDL Hospitality | 1.64 | 1.75 | Buy | |
10/23/17 | UOB Kay Hian | CDL Hospitality | 1.63 | 1.62 | Hold | |
10/23/17 | DIR | CDL Hospitality | 1.63 | 1.61 | Hold | DDM |
10/30/17 | DMG & Partners | CDL Hospitality | 1.63 | 1.7 | Buy | |
10/30/17 | UOB Kay Hian | CDL Hospitality | 1.63 | 1.7 | Hold | DDM |
10/30/17 | OCBC | CDL Hospitality | 1.63 | 1.555 | Hold | |
10/30/17 | CIMB | CDL Hospitality | 1.63 | 1.62 | Hold | DDM |
10/30/17 | DBS Vickers | CDL Hospitality | 1.63 | 1.75 | Buy | DCF |
11/20/17 | DIR | CDL Hospitality | 1.64 | 1.61 | Hold | |
12/01/17 | UOB Kay Hian | CDL Hospitality | 1.65 | 1.88 | Buy | |
12/18/17 | DBS Vickers | CDL Hospitality | 1.66 | 1.95 | Buy | |
01/04/18 | UOB Kay Hian | CDL Hospitality | 1.69 | 1.88 | Buy | DDM |
01/04/18 | CIMB | CDL Hospitality | 1.69 | 1.77 | Add | |
01/05/18 | DMG & Partners | CDL Hospitality | 1.72 | 1.7 | Buy | |
01/29/18 | CIMB | CDL Hospitality | 1.82 | 1.92 | Add | DDM |
01/29/18 | DMG & Partners | CDL Hospitality | 1.82 | 1.95 | Buy | DDM |
01/29/18 | UOB Kay Hian | CDL Hospitality | 1.82 | 1.95 | Buy | DDM |
01/29/18 | OCBC | CDL Hospitality | 1.82 | 1.6 | Sell | |
01/29/18 | DBS Vickers | CDL Hospitality | 1.82 | 2 | Buy | |
02/13/18 | UOB Kay Hian | CDL Hospitality | 1.64 | 1.95 | Buy | |
02/20/18 | DBS Vickers | CDL Hospitality | 1.68 | 2 | Buy | |
03/02/18 | UOB Kay Hian | CDL Hospitality | 1.66 | 1.95 | Buy | |
03/06/18 | UOB Kay Hian | CDL Hospitality | 1.65 | 1.82 | Buy | |
03/15/18 | UOB Kay Hian | CDL Hospitality | 1.69 | 1.95 | Buy | |
04/03/18 | UOB Kay Hian | CDL Hospitality | 1.69 | 1.95 | Buy | |
04/10/18 | CIMB | CDL Hospitality | 1.72 | 1.92 | Add | |
04/17/18 | DBS Vickers | CDL Hospitality | 1.72 | 2 | Buy |
CapitaRetail China - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/27/17 | DIR | CapitaRetail China | 1.41 | 1.29 | Underperform | DDM |
01/27/17 | OCBC | CapitaRetail China | 1.41 | 1.56 | Buy | |
01/31/17 | DBS Vickers | CapitaRetail China | 1.41 | 1.6 | Buy | DCF |
01/31/17 | Phillip | CapitaRetail China | 1.41 | 1.44 | Hold | DDM |
02/17/17 | JP Morgan | CapitaRetail China | 1.42 | 1.55 | Overweight | |
03/15/17 | OCBC | CapitaRetail China | 1.415 | 1.56 | Buy | |
04/18/17 | DIR | CapitaRetail China | 1.475 | 1.29 | Underperform | |
04/24/17 | OCBC | CapitaRetail China | 1.515 | 1.58 | Buy | |
04/25/17 | DBS Vickers | CapitaRetail China | 1.495 | 1.68 | Buy | DCF |
04/25/17 | DIR | CapitaRetail China | 1.495 | 1.31 | Underperform | DDM |
04/25/17 | Phillip | CapitaRetail China | 1.495 | 1.44 | Neutral | DDM |
07/12/17 | OCBC | CapitaRetail China | 1.61 | 1.58 | Hold | |
07/28/17 | DIR | CapitaRetail China | 1.63 | 1.21 | Underperform | DDM |
07/28/17 | OCBC | CapitaRetail China | 1.63 | 1.55 | Hold | |
07/28/17 | DBS Vickers | CapitaRetail China | 1.63 | 1.7 | Buy | |
07/31/17 | Phillip | CapitaRetail China | 1.645 | 1.64 | Neutral | DDM |
08/17/17 | DBS Vickers | CapitaRetail China | 1.585 | 1.7 | Buy | DCF |
09/15/17 | OCBC | CapitaRetail China | 1.62 | 1.59 | Hold | |
10/24/17 | OCBC | CapitaRetail China | 1.685 | 1.61 | Hold | |
10/24/17 | DBS Vickers | CapitaRetail China | 1.685 | 1.8 | Buy | DCF, PB1.07x |
10/25/17 | Phillip | CapitaRetail China | 1.66 | 1.64 | Neutral | DDM |
11/30/17 | OCBC | CapitaRetail China | 1.65 | 1.63 | Hold | |
12/04/17 | Phillip | CapitaRetail China | 1.64 | 1.66 | Neutral | DDM |
12/13/17 | DBS Vickers | CapitaRetail China | 1.6 | 1.75 | Buy | DCF |
02/01/18 | DBS Vickers | CapitaRetail China | 1.69 | 1.8 | Buy | DCF |
02/01/18 | OCBC | CapitaRetail China | 1.69 | 1.66 | Hold | |
02/02/18 | Phillip | CapitaRetail China | 1.67 | 1.66 | Neutral | DDM, PB1.02x |
03/19/18 | DBS Vickers | CapitaRetail China | 1.58 | 1.8 | Buy | |
03/28/18 | OCBC | CapitaRetail China | 1.55 | 1.66 | Buy | |
04/27/18 | OCBC | CapitaRetail China | 1.55 | 1.66 | Buy |
Stock calls for 27 April 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
04/27/18 | DMG & Partners | Cache Logistics | 0.825 | 0.98 | Buy | DDM |
04/27/18 | OCBC | CapitaRetail China | 1.55 | 1.66 | Buy | |
04/27/18 | CIMB | China Sunsine | 1.5 | 1.87 | Add | PER9.8x FY19 |
04/27/18 | OCBC | Far East Hospitality | 0.675 | 0.735 | Buy | |
04/27/18 | UOB Kay Hian | Frasers Hospitality Trust | 0.745 | 0.9 | Buy | |
04/27/18 | DBS Vickers | Frasers Hospitality Trust | 0.745 | 0.83 | Buy | DCF |
04/27/18 | DBS Vickers | Hi-P | 1.8 | 1.88 | Hold | PER13.3x FY18 |
04/27/18 | Kim Eng | Ho Bee | 2.54 | 3.3 | Buy | RNAV |
04/27/18 | Lim & Tan | Ho Bee | 2.54 | 0 | Buy | |
04/27/18 | OCBC | Mapletree Greater China | 1.15 | 1.42 | Buy | DDM |
04/27/18 | CIMB | Mapletree Greater China | 1.15 | 1.3 | Add | DDM |
04/27/18 | UOB Kay Hian | Mapletree Logistics | 1.26 | 1.41 | Hold | |
04/27/18 | OCBC | Mapletree Logistics | 1.26 | 1.48 | Buy | |
04/27/18 | CIMB | Memtech | 1.29 | 1.47 | Add | PER10x FY19 |
04/27/18 | UOB Kay Hian | Memtech | 1.29 | 1.32 | Hold | PER10.6x FY18, Buy @ $1.18 |
04/27/18 | DMG & Partners | Mindchamps | 0.815 | 1 | Buy | EV/Ebitda19x & DCF |
04/27/18 | DBS Vickers | OCBC | 13.76 | 15.3 | Buy | GGM, PB1.5x FY18 |
04/27/18 | phillip | Sembcorp Marine | 2.11 | 1.85 | Reduce | PER51.4x |
04/27/18 | DBS Vickers | Sembcorp Marine | 2.11 | 2.9 | Buy | PB2.4x FY18 |
04/27/18 | OCBC | Starhill | 0.72 | 0.77 | Hold | |
04/27/18 | Kim Eng | Starhill | 0.72 | 0.7 | Sell | |
04/27/18 | DMG & Partners | Talkmed | 0.69 | 0.7 | Neutral | DCF, PER29x FY18 |
04/27/18 | DBS Vickers | UOB | 29.39 | 33.2 | Buy | GGM, PB1.5x FY18 |
04/27/18 | Kim Eng | Valuetronics | 0.74 | 1.25 | Buy | ROE-g/COE-g, PB2.8x FY19 |
04/27/18 | CIMB | Valuetronics | 0.74 | 1.1 | Add | PER11x CY19 |
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