| Date | Analyst | Company | Last | Target | Call | Valuation |
| 08/03/18 | DMG & Partners | Breadtalk | 1.14 | 1 | Sell | |
| 08/03/18 | phillip | China Aviation Oil | 1.53 | 2 | Buy | PER12.8x FY18 |
| 08/03/18 | UOB Kay Hian | DBS | 26.5 | 28.2 | Hold | GGM, PB1.55x FY18, Buy @ $25.50 |
| 08/03/18 | CIMB | DBS | 26.5 | 28 | Hold | GGM, PB1.4x |
| 08/03/18 | CIMB | Frasers Logistics | 1.05 | 1.24 | Add | DDM |
| 08/03/18 | Kim Eng | Hi-P | 1.15 | 1.27 | Hold | PB |
| 08/03/18 | DBS Vickers | Indofood Agri | 0.225 | 0.21 | Hold | DCF |
| 08/03/18 | CIMB | OUE Commercial | 0.69 | 0.75 | Hold | DDM |
| 08/03/18 | DBS Vickers | OUE Commercial | 0.69 | 0.67 | Hold | DCF |
| 08/03/18 | UOB Kay Hian | ST Engineering | 3.36 | 4.1 | Buy | EV/Invested capital basis, PER22x FY18 |
| 08/03/18 | Macquarie | UOB | 26.7 | 32 | Outperform | |
| 08/03/18 | Lim & Tan | UOB | 26.7 | 0 | Buy | |
| 08/03/18 | DMG & Partners | UOB | 26.7 | 33.3 | Buy | |
| 08/03/18 | Phillip | Y Venture | 0.5 | 0.7 | Buy |
Friday, August 3, 2018
Stock calls for 3 August 2018
Thursday, August 2, 2018
SLB Dev - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 06/01/18 | SAC Advisors | SLB Dev | 0.215 | 0.28 | Buy |
Singtel - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/03/17 | DMG & Partners | Singtel | 3.65 | 4 | Neutral | Sum of parts, EV/Ebita13x |
| 01/03/17 | UOB Kay Hian | Singtel | 3.65 | 4.53 | Buy | |
| 01/05/17 | Credit Suisse | Singtel | 3.67 | 4.5 | Outperform | |
| 01/12/17 | Deutsche | Singtel | 3.79 | 4.45 | Buy | |
| 01/17/17 | DIR | Singtel | 3.81 | 3.8 | Hold | Sum of parts |
| 01/23/17 | DBS Vickers | Singtel | 3.81 | 4.46 | Buy | Sum of parts |
| 02/01/17 | UOB Kay Hian | Singtel | 3.87 | 4.53 | Buy | DCF |
| 02/09/17 | Deutsche | Singtel | 3.84 | 4.6 | Buy | |
| 02/09/17 | Lim & Tan | Singtel | 3.84 | 0 | Buy | |
| 02/09/17 | OCBC | Singtel | 3.84 | 4.27 | Buy | |
| 02/10/17 | CIMB | Singtel | 3.88 | 4.1 | Add | Sum of parts |
| 02/10/17 | Credit Suisse | Singtel | 3.88 | 4.6 | Outperform | |
| 02/10/17 | DIR | Singtel | 3.88 | 3.8 | Hold | Sum of parts |
| 02/10/17 | DMG & Partners | Singtel | 3.88 | 4 | Neutral | Sum of parts, EV/Ebitda12.4x FY18 |
| 02/10/17 | Kim Eng | Singtel | 3.88 | 3.7 | Hold | DCF |
| 03/02/17 | UOB Kay Hian | Singtel | 3.95 | 4.53 | Buy | |
| 03/13/17 | Credit Suisse | Singtel | 3.94 | 4.6 | Outperform | |
| 03/17/17 | OCBC | Singtel | 3.95 | 4.25 | Buy | |
| 03/20/17 | DMG & Partners | Singtel | 3.99 | 4 | Buy | |
| 04/05/17 | CIMB | Singtel | 3.92 | 4.1 | Add | |
| 04/05/17 | Credit Suisse | Singtel | 3.92 | 4.6 | Outperform | |
| 04/05/17 | DMG & Partners | Singtel | 3.92 | 4 | Neutral | |
| 04/05/17 | Kim Eng | Singtel | 3.92 | 3.72 | Hold | DCF |
| 04/05/17 | OCBC | Singtel | 3.92 | 4.25 | Buy | |
| 04/13/17 | Credit Suisse | Singtel | 3.82 | 4.5 | Outperform | |
| 04/13/17 | Macquarie | Singtel | 3.82 | 4.37 | Outperform | |
| 05/19/17 | CIMB | Singtel | 3.76 | 4.1 | Add | Sum of parts |
| 05/19/17 | Credit Suisse | Singtel | 3.76 | 4.5 | Outperform | |
| 05/19/17 | DIR | Singtel | 3.76 | 3.8 | Hold | Sum of parts |
| 05/19/17 | DMG & Partners | Singtel | 3.76 | 3.9 | Neutral | Sum of parts |
| 05/19/17 | Kim Eng | Singtel | 3.76 | 3.7 | Hold | DCF |
| 05/19/17 | Macquarie | Singtel | 3.76 | 4.32 | Outperform | |
| 05/22/17 | Lim & Tan | Singtel | 3.73 | 0 | Buy | |
| 06/05/17 | Lim & Tan | Singtel | 3.81 | 0 | Buy | |
| 06/09/17 | Credit Suisse | Singtel | 3.76 | 4.5 | Outperform | |
| 06/09/17 | Deutsche | Singtel | 3.76 | 4.6 | Buy | Sum of parts |
| 06/22/17 | Macquarie | Singtel | 3.77 | 4.3 | Outperform | |
| 06/30/17 | DMG & Partners | Singtel | 3.88 | 3.9 | Neutral | |
| 07/11/17 | Lim & Tan | Singtel | 3.9 | 0 | Buy | |
| 07/14/17 | Macquarie | Singtel | 3.86 | 4.32 | Outperform | |
| 07/28/17 | Credit Suisse | Singtel | 3.97 | 4.6 | Outperform | |
| 08/02/17 | DIR | Singtel | 3.86 | 3.94 | Hold | Sum of parts |
| 08/11/17 | CIMB | Singtel | 3.76 | 4.1 | Add | Sum of parts |
| 08/11/17 | Lim & Tan | Singtel | 3.76 | 0 | Buy | |
| 08/14/17 | Credit Suisse | Singtel | 3.75 | 4.6 | Outperform | |
| 08/14/17 | DMG & Partners | Singtel | 3.75 | 3.9 | Neutral | Sum of parts, EV/Ebita13.6x FY18 |
| 08/15/17 | Macquarie | Singtel | 3.77 | 4.32 | Outperform | |
| 09/11/17 | OCBC | Singtel | 3.68 | 4.19 | Buy | |
| 09/14/17 | UOB Kay Hian | Singtel | 3.67 | 4.53 | Buy | DCF |
| 09/14/17 | Kim Eng | Singtel | 3.67 | 3.83 | Hold | Sum of parts |
| 09/18/17 | Credit Suisse | Singtel | 3.67 | 4.6 | Outperform | |
| 09/20/17 | Deutsche | Singtel | 3.68 | 4.4 | Buy | |
| 09/25/17 | CIMB | Singtel | 3.68 | 4.1 | Add | |
| 09/28/17 | DIR | Singtel | 3.71 | 3.94 | Hold | Sum of parts |
| 10/02/17 | DBS Vickers | Singtel | 3.68 | 4.3 | Buy | Sum of parts |
| 10/04/17 | UOB Kay Hian | Singtel | 3.68 | 4.53 | Buy | DCF |
| 10/26/17 | Credit Suisse | Singtel | 3.73 | 4.7 | Outperform | Sum of parts |
| 11/02/17 | UOB Kay Hian | Singtel | 3.75 | 4.53 | Buy | DCF |
| 11/09/17 | Kim Eng | Singtel | 3.78 | 3.87 | Hold | Sum of parts |
| 11/10/17 | CIMB | Singtel | 3.76 | 4.1 | Add | Sum of parts |
| 11/10/17 | Credit Suisse | Singtel | 3.76 | 4.7 | Outperform | |
| 11/10/17 | DMG & Partners | Singtel | 3.76 | 4.1 | Neutral | Sum of parts, PER16.6x FY18, EV/Ebitda15.1x FY18 |
| 11/10/17 | OCBC | Singtel | 3.76 | 4.19 | Buy | |
| 11/10/17 | DBS Vickers | Singtel | 3.76 | 4.3 | Buy | Sum of parts |
| 11/16/17 | Lim & Tan | Singtel | 3.69 | 0 | Buy | |
| 11/22/17 | Macquarie | Singtel | 3.69 | 4.32 | Outperform | |
| 12/06/17 | UOB Kay Hian | Singtel | 3.75 | 4.53 | Buy | |
| 12/20/17 | CIMB | Singtel | 3.61 | 4.1 | Add | |
| 01/04/18 | UOB Kay Hian | Singtel | 3.59 | 4.53 | Buy | DCF |
| 01/10/18 | DMG & Partners | Singtel | 3.63 | 4.1 | Neutral | |
| 01/26/18 | DBS Vickers | Singtel | 3.62 | 4.3 | Buy | Sum of parts |
| 02/07/18 | OCBC | Singtel | 3.42 | 4.19 | Buy | |
| 02/08/18 | DMG & Partners | Singtel | 3.44 | 4.1 | Buy | Sum of parts |
| 02/08/18 | DBS Vickers | Singtel | 3.44 | 4.3 | Buy | |
| 02/08/18 | Lim & Tan | Singtel | 3.44 | 0 | Buy on weakness | |
| 02/09/18 | OCBC | Singtel | 3.4 | 4.15 | Buy | |
| 02/09/18 | UOB Kay Hian | Singtel | 3.4 | 4.4 | Buy | DCF |
| 02/09/18 | CIMB | Singtel | 3.4 | 4 | Add | |
| 03/02/18 | UOB Kay Hian | Singtel | 3.36 | 4.4 | Buy | |
| 03/14/18 | Kim Eng | Singtel | 3.41 | 3.69 | Hold | Sum of parts |
| 03/15/18 | CIMB | Singtel | 3.4 | 4 | Add | Sum of parts |
| 03/15/18 | DMG & Partners | Singtel | 3.4 | 4.1 | Buy | Sum of parts |
| 04/03/18 | UOB Kay Hian | Singtel | 3.39 | 4.4 | Buy | |
| 04/03/18 | Kim Eng | Singtel | 3.39 | 3.69 | Hold | |
| 04/16/18 | UOB Kay Hian | Singtel | 3.37 | 4.35 | Buy | |
| 05/03/18 | UOB Kay Hian | Singtel | 3.5 | 4.35 | Buy | DCF |
| 05/04/18 | Kim Eng | Singtel | 3.52 | 3.69 | Hold | |
| 05/07/18 | DBS Vickers | Singtel | 3.5 | 3.85 | Buy | Sum of parts |
| 05/17/18 | Lim & Tan | Singtel | 3.42 | 0 | Buy | |
| 05/18/18 | UOB Kay Hian | Singtel | 3.44 | 4.22 | Buy | DCF |
| 05/18/18 | DMG & Partners | Singtel | 3.44 | 3.9 | Buy | Sum of parts |
| 05/18/18 | CIMB | Singtel | 3.44 | 3.9 | Add | Sum of parts |
| 05/18/18 | OCBC | Singtel | 3.44 | 4.1 | Buy | |
| 05/18/18 | Kim Eng | Singtel | 3.44 | 3.57 | Hold | Sum of parts |
| 06/04/18 | UOB Kay Hian | Singtel | 3.25 | 4.22 | Buy | DCF |
| 06/05/18 | DBS Vickers | Singtel | 3.27 | 3.85 | Buy | |
| 06/18/18 | CIMB | Singtel | 3.19 | 3.9 | Add | |
| 06/19/18 | DBS Vickers | Singtel | 3.19 | 3.7 | Buy | Sum of parts |
| 06/19/18 | Kim Eng | Singtel | 3.19 | 3.57 | Hold | |
| 06/20/18 | OCBC | Singtel | 3.18 | 4.1 | Buy | PER18.3x FY19 |
| 06/27/18 | DMG & Partners | Singtel | 3.12 | 4.05 | Buy | |
| 07/03/18 | UOB Kay Hian | Singtel | 3.05 | 4.22 | Buy |
Singapore Post - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/11/17 | Deutsche | Singapore Post | 1.525 | 1.7 | Buy | Sum of parts |
| 02/10/17 | CIMB | Singapore Post | 1.475 | 1.76 | Add | DCF |
| 02/13/17 | CIMB | Singapore Post | 1.47 | 1.62 | Add | DCF, PER21x |
| 02/13/17 | Kim Eng | Singapore Post | 1.47 | 1.34 | Hold | |
| 02/13/17 | Lim & Tan | Singapore Post | 1.47 | 0 | Neutral | |
| 02/13/17 | OCBC | Singapore Post | 1.47 | 1.42 | Hold | |
| 02/13/17 | UOB Kay Hian | Singapore Post | 1.47 | 1.46 | Hold | Sum of parts, Buy @ $1.30 |
| 02/15/17 | DBS Vickers | Singapore Post | 1.375 | 1.31 | Hold | DCF |
| 03/07/17 | OCBC | Singapore Post | 1.38 | 1.39 | Hold | |
| 03/16/17 | UOB Kay Hian | Singapore Post | 1.335 | 1.46 | Hold | Sum of parts, Buy @ $1.30 |
| 03/24/17 | Kim Eng | Singapore Post | 1.325 | 1.34 | Hold | DCF |
| 04/20/17 | OCBC | Singapore Post | 1.365 | 1.39 | Hold | |
| 05/09/17 | UOB Kay Hian | Singapore Post | 1.4 | 1.46 | Hold | Sum of parts, Buy @ $1.30 |
| 05/15/17 | CIMB | Singapore Post | 1.39 | 1.42 | Hold | DCF |
| 05/15/17 | OCBC | Singapore Post | 1.39 | 1.2 | Sell | |
| 05/15/17 | UOB Kay Hian | Singapore Post | 1.39 | 1.37 | Hold | Sum of parts, Buy @ $1.25 |
| 05/16/17 | DBS Vickers | Singapore Post | 1.34 | 1.26 | Hold | DCF |
| 05/18/17 | Lim & Tan | Singapore Post | 1.31 | 0 | Hold | |
| 06/15/17 | OCBC | Singapore Post | 1.28 | 1.2 | Hold | |
| 07/18/17 | UOB Kay Hian | Singapore Post | 1.37 | 1.37 | Hold | Buy @ $1.25 |
| 07/26/17 | DBS Vickers | Singapore Post | 1.335 | 1.26 | Hold | DCF |
| 08/07/17 | OCBC | Singapore Post | 1.32 | 1.22 | Hold | DCF |
| 08/07/17 | UOB Kay Hian | Singapore Post | 1.32 | 1.37 | Hold | Sum of parts, Buy @ $1.25 |
| 08/07/17 | CIMB | Singapore Post | 1.32 | 1.35 | Hold | DCF |
| 08/07/17 | Kim Eng | Singapore Post | 1.32 | 1.22 | Hold | DCF |
| 08/07/17 | DBS Vickers | Singapore Post | 1.32 | 1.26 | Hold | DCF |
| 09/14/17 | OCBC | Singapore Post | 1.25 | 1.22 | Hold | |
| 10/11/17 | Kim Eng | Singapore Post | 1.275 | 1.22 | Hold | DCF |
| 10/11/17 | DBS Vickers | Singapore Post | 1.275 | 1.26 | Hold | DCF |
| 11/15/17 | Lim & Tan | Singapore Post | 1.3 | 0 | Hold | |
| 11/16/17 | DBS Vickers | Singapore Post | 1.28 | 1.23 | Hold | DCF |
| 11/16/17 | Kim Eng | Singapore Post | 1.28 | 1.5 | Buy | DCF |
| 11/16/17 | UOB Kay Hian | Singapore Post | 1.28 | 1.34 | Hold | Sum of parts, Buy @ $1.20 |
| 11/16/17 | CIMB | Singapore Post | 1.28 | 1.28 | Hold | DCF |
| 11/16/17 | OCBC | Singapore Post | 1.28 | 1.26 | Hold | |
| 11/20/17 | Macquarie | Singapore Post | 1.29 | 0 | Underperform | |
| 12/04/17 | DBS Vickers | Singapore Post | 1.28 | 1.23 | Hold | |
| 01/10/18 | OCBC | Singapore Post | 1.23 | 1.26 | Hold | |
| 02/02/18 | OCBC | Singapore Post | 1.3 | 1.26 | Hold | |
| 02/05/18 | CIMB | Singapore Post | 1.38 | 1.58 | Add | DCF |
| 02/05/18 | UOB Kay Hian | Singapore Post | 1.38 | 1.62 | Buy | Sum of parts |
| 02/05/18 | Kim Eng | Singapore Post | 1.38 | 1.5 | Buy | DCF |
| 02/05/18 | DBS Vickers | Singapore Post | 1.38 | 1.61 | Buy | DCF |
| 03/06/18 | DBS Vickers | Singapore Post | 1.33 | 1.61 | Buy | |
| 03/16/18 | UOB Kay Hian | Singapore Post | 1.37 | 1.6 | Buy | Sum of parts |
| 04/02/18 | Kim Eng | Singapore Post | 1.37 | 1.5 | Buy | DCF |
| 04/24/18 | UOB Kay Hian | Singapore Post | 1.31 | 1.6 | Buy | Sum of parts |
| 05/14/18 | UOB Kay Hian | Singapore Post | 1.36 | 1.59 | Buy | Sum of parts |
| 05/14/18 | Kim Eng | Singapore Post | 1.36 | 1.5 | Buy | DCF |
| 05/14/18 | CIMB | Singapore Post | 1.36 | 1.59 | Add | DCF |
| 05/15/18 | DBS Vickers | Singapore Post | 1.37 | 1.55 | Buy | DCF |
| 06/04/18 | UOB Kay Hian | Singapore Post | 1.32 | 1.59 | Buy | |
| 06/11/18 | CIMB | Singapore Post | 1.36 | 1.59 | Add | |
| 07/02/18 | Kim Eng | Singapore Post | 1.26 | 1.5 | Buy | DCF |
| 07/06/18 | DBS Vickers | Singapore Post | 1.27 | 1.55 | Buy | DCF |
| 07/13/18 | UOB Kay Hian | Singapore Post | 1.3 | 1.59 | Buy |
Stock calls for 2 August 2018
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 08/02/18 | DBS Vickers | CapitaCommercial | 1.74 | 2.12 | Buy | |
| 08/02/18 | UOB Kay Hian | China Aviation Oil | 1.53 | 2.05 | Buy | PER13.5x FY18 |
| 08/02/18 | CIMB | China Aviation Oil | 1.53 | 2.03 | Add | PER12.5x FY19 |
| 08/02/18 | DMG & Partners | China Aviation Oil | 1.53 | 1.8 | Buy | |
| 08/02/18 | Macquarie | DBS | 26.94 | 29.5 | Neutral | |
| 08/02/18 | DMG & Partners | DBS | 26.94 | 30.3 | Buy | ROE |
| 08/02/18 | Lim & Tan | DBS | 26.94 | 0 | Buy | |
| 08/02/18 | UOB Kay Hian | First Resources | 1.62 | 1.6 | Hold | PER13x FY18, Buy @ $1.40 |
| 08/02/18 | DBS Vickers | Frasers Commercial Trust | 1.42 | 1.65 | Buy | |
| 08/02/18 | DBS Vickers | Hi-P | 1.27 | 1.21 | Hold | PER11.2x FY18/19 |
| 08/02/18 | DBS Vickers | Keppel Reit | 1.19 | 1.41 | Buy | |
| 08/02/18 | DBS Vickers | OUE Commercial | 0.695 | 0.73 | Hold | |
| 08/02/18 | DBS Vickers | Roxy-Pacific | 0.44 | 0.4 | Fully Valued | RNAV (55% discount) |
| 08/02/18 | phillip | Sheng Siong | 1.09 | 1.13 | Accumulate | PER23x FY18 |
| 08/02/18 | OCBC | Sheng Siong | 1.09 | 1.25 | Buy | |
| 08/02/18 | DBS Vickers | Suntec Reit | 1.87 | 2.3 | Buy | |
| 08/02/18 | DMG & Partners | Wilmar | 3.15 | 3.51 | Buy | Sum of parts |
| 08/02/18 | CIMB | Y Venture | 0.5 | 0.62 | Add | PER30x FY19 |
| 08/02/18 | DBS Vickers | Y Venture | 0.5 | 0.77 | Buy | EV/Ebitda20x FY19 |
Wednesday, August 1, 2018
Singapore O&G - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/13/17 | DBS Vickers | Singapore O&G | 1.185 | 1.5 | Buy | |
| 02/17/17 | DBS Vickers | Singapore O&G | 1.305 | 1.6 | Buy | DCF & PER30x FY17 |
| 02/17/17 | UOB Kay Hian | Singapore O&G | 1.305 | 1.48 | Buy | PER30.7x |
| 02/20/17 | phillip | Singapore O&G | 1.255 | 1.57 | Buy | PER36.5x FY17 |
| 03/17/17 | DBS Vickers | Singapore O&G | 1.25 | 1.6 | Buy | |
| 04/10/17 | DBS Vickers | Singapore O&G | 1.345 | 1.6 | Buy | |
| 04/17/17 | UOB Kay Hian | Singapore O&G | 1.36 | 1.53 | Buy | PER31.8x FY17 |
| 05/16/17 | DBS Vickers | Singapore O&G | 0.67 | 0.8 | Buy | DCF & PER30x |
| 05/16/17 | phillip | Singapore O&G | 0.67 | 0.79 | Accumulate | PER36.5x FY17, Split 1 into 2 |
| 06/16/17 | DBS Vickers | Singapore O&G | 0.66 | 0.8 | Buy | |
| 06/19/17 | UOB Kay Hian | Singapore O&G | 0.65 | 0.74 | Buy | |
| 08/11/17 | UOB Kay Hian | Singapore O&G | 0.49 | 0.59 | Buy | PER26.5x FY18 |
| 08/11/17 | DBS Vickers | Singapore O&G | 0.49 | 0.41 | Fully Valued | PER20x FY17/18 |
| 08/14/17 | phillip | Singapore O&G | 0.475 | 0.65 | Buy | PER29x |
| 10/04/17 | UOB Kay Hian | Singapore O&G | 0.465 | 0.59 | Buy | PER26.5x FY18 |
| 10/05/17 | phillip | Singapore O&G | 0.475 | 0.65 | Buy | PER29x |
| 10/16/17 | UOB Kay Hian | Singapore O&G | 0.52 | 0.62 | Buy | PER27.9x FY18 |
| 11/09/17 | DBS Vickers | Singapore O&G | 0.535 | 0.52 | Hold | PER25x FY18 |
| 11/09/17 | UOB Kay Hian | Singapore O&G | 0.535 | 0.59 | Buy | PER27.1x FY18 |
| 11/09/17 | phillip | Singapore O&G | 0.535 | 0.62 | Accumulate | PER29x |
| 02/20/18 | phillip | Singapore O&G | 0.385 | 0.42 | Accumulate | PER23.2x |
| 05/15/18 | phillip | Singapore O&G | 0.38 | 0.42 | Accumulate | PB1.82x FY18, PER23.2x |
Singapore Myanmar - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/03/17 | OCBC | Singapore Myanmar | 0.58 | 0.97 | Buy | PER16x FY19 |
| 02/09/17 | OCBC | Singapore Myanmar | 0.605 | 0.97 | Buy | |
| 04/07/17 | OCBC | Singapore Myanmar | 0.525 | 0.97 | Buy | PER16x FY19 |
| 05/31/17 | OCBC | Singapore Myanmar | 0.525 | 0.97 | Buy | PER16x FY19 |
| 07/03/17 | OCBC | Singapore Myanmar | 0.555 | 0.97 | Buy | |
| 11/16/17 | OCBC | Singapore Myanmar | 0.45 | 0.665 | Buy | PER16x FY19 |
Stock calls for 1 August 2018
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 08/01/18 | CIMB | AEM | 0.995 | 0.69 | Reduce | PER10x FY19 |
| 08/01/18 | OCBC | Cache Logistics | 0.775 | 0.81 | Buy | |
| 08/01/18 | phillip | Cache Logistics | 0.775 | 0.82 | Neutral | DDM |
| 08/01/18 | Kim Eng | Cache Logistics | 0.775 | 0.95 | Buy | DDM |
| 08/01/18 | CIMB | Cache Logistics | 0.775 | 0.78 | Hold | DDM |
| 08/01/18 | DBS Vickers | Cache Logistics | 0.775 | 0.88 | Hold | |
| 08/01/18 | phillip | DBS | 26.75 | 32.7 | Accumulate | |
| 08/01/18 | CIMB | Far East Hospitality | 0.69 | 0.79 | Add | DDM |
| 08/01/18 | OCBC | Far East Hospitality | 0.69 | 0.69 | Hold | |
| 08/01/18 | Lim & Tan | Far East Hospitality | 0.69 | 0 | Hold | |
| 08/01/18 | DBS Vickers | Far East Hospitality | 0.69 | 0.74 | Buy | DCF |
| 08/01/18 | Kim Eng | Japfa | 0.745 | 0.86 | Buy | Sum of parts |
| 08/01/18 | CIMB | Mapletree North Asia | 1.15 | 1.3 | Add | DDM |
| 08/01/18 | DBS Vickers | Mapletree North Asia | 1.15 | 1.45 | Buy | |
| 08/01/18 | phillip | OCBC | 11.57 | 14.9 | Accumulate | |
| 08/01/18 | OCBC | Roxy-Pacific | 0.44 | 0.44 | Hold | |
| 08/01/18 | DBS Vickers | Roxy-Pacific | 0.44 | 0.4 | Hold | RNAV (55% discount) |
| 08/01/18 | DMG & Partners | Sheng Siong | 1.07 | 1.27 | Buy | DCF & PER |
| 08/01/18 | CIMB | SIA Engineering | 2.98 | 3.31 | Add | DCF |
| 08/01/18 | phillip | UOB | 27.02 | 31.7 | Accumulate |
Trump upped his ante after the US senate backstabbed him.
https://sg.finance.yahoo.com/news/trump-propose-25-percent-tariff-200-billion-chinese-011646568--business.html
Trump is alienating himself regionally and locally. He is fast losing support in the USA.
Trump is alienating himself regionally and locally. He is fast losing support in the USA.
Singapore Medical - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/03/17 | DMG & Partners | Singapore Medical | 0.44 | 0.63 | Buy | DCF, PER27x FY17 |
| 01/23/17 | Kim Eng | Singapore Medical | 0.465 | 0.59 | Buy | PER27x FY17 |
| 02/17/17 | DMG & Partners | Singapore Medical | 0.56 | 0.59 | Buy | |
| 03/01/17 | DMG & Partners | Singapore Medical | 0.585 | 0.65 | Buy | DCF, PER27x FY18 |
| 03/01/17 | Kim Eng | Singapore Medical | 0.585 | 0.67 | Buy | PER27x FY18 |
| 04/05/17 | Kim Eng | Singapore Medical | 0.565 | 0.67 | Buy | PER27x FY18 |
| 04/21/17 | Kim Eng | Singapore Medical | 0.55 | 0.78 | Buy | PER27x FY18 |
| 04/24/17 | DMG & Partners | Singapore Medical | 0.615 | 0.79 | Buy | DCF, PER28x FY18 |
| 06/05/17 | Kim Eng | Singapore Medical | 0.605 | 0.78 | Buy | PER27x FY18 |
| 08/16/17 | Kim Eng | Singapore Medical | 0.615 | 0.78 | Buy | PER27x FY18 |
| 08/16/17 | DMG & Partners | Singapore Medical | 0.615 | 0.79 | Buy | DCF, PER27x FY18 |
| 10/19/17 | DMG & Partners | Singapore Medical | 0.625 | 0.79 | Buy | DCF, PER26.5x FY18 |
| 10/20/17 | Kim Eng | Singapore Medical | 0.615 | 0.78 | Buy | PER27x FY18 |
| 11/13/17 | DBS Vickers | Singapore Medical | 0.6 | 0.75 | Buy | PER25x FY18/19, PEG0.3x |
| 11/30/17 | Kim Eng | Singapore Medical | 0.57 | 0.78 | Buy | |
| 01/24/18 | DMG & Partners | Singapore Medical | 0.605 | 0.79 | Buy | |
| 01/26/18 | UOB Kay Hian | Singapore Medical | 0.63 | 0.83 | Buy | PER26.8x FY18, PEG0.3x |
| 02/06/18 | DMG & Partners | Singapore Medical | 0.58 | 0.79 | Buy | DCF, PER27x FY18 |
| 03/01/18 | UOB Kay Hian | Singapore Medical | 0.56 | 0.83 | Buy | PER26.8x FY18 |
| 03/02/18 | DBS Vickers | Singapore Medical | 0.56 | 0.73 | Buy | |
| 03/02/18 | Kim Eng | Singapore Medical | 0.56 | 0.7 | Buy | PER27x FY18 |
| 03/02/18 | DMG & Partners | Singapore Medical | 0.56 | 0.68 | Buy | DCF, PER26x FY18 |
| 03/19/18 | UOB Kay Hian | Singapore Medical | 0.51 | 0.74 | Buy | PER25.8x FY18 |
| 05/16/18 | UOB Kay Hian | Singapore Medical | 0.505 | 0.74 | Buy | PER26.8x FY18 |
| 05/16/18 | DMG & Partners | Singapore Medical | 0.505 | 0.68 | Buy | DCF |
| 05/16/18 | DBS Vickers | Singapore Medical | 0.505 | 0.73 | Buy | PER25x FY19 |
| 06/06/18 | UOB Kay Hian | Singapore Medical | 0.495 | 0.74 | Buy | |
| 06/27/18 | DMG & Partners | Singapore Medical | 0.46 | 0.68 | Buy | |
| 07/31/18 | DMG & Partners | Singapore Medical | 0.425 | 0.56 | Buy | DCF, PER21.5x |
Sing Investments - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 07/24/17 | phillip | Sing Investments | 1.475 | 1.67 | Accumulate | GGM, PB0.8x |
| 08/04/17 | phillip | Sing Investments | 1.51 | 1.67 | Accumulate | PB0.8x |
| 10/26/17 | phillip | Sing Investments | 1.58 | 1.725 | Accumulate | GGM, PB0.8x FY18 |
Sing Holdings - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 08/30/17 | Amfrasers | Sing Holdings | 0.39 | 0.54 | Buy | RNAV (30% discount), PB0.83x FY16 |
| 04/05/18 | Amfrasers | Sing Holdings | 0.42 | 0.68 | Buy | RNAV (30% discount), PB1x FY17 |
Stock calls for 31 July 2018
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 07/31/18 | UOB Kay Hian | A-Reit | 2.76 | 3.01 | Buy | DDM |
| 07/31/18 | DBS Vickers | CapitaRetail China | 1.57 | 1.7 | Buy | DCF |
| 07/31/18 | OCBC | Frasers Logistics | 1.05 | 1.21 | Buy | |
| 07/31/18 | CIMB | M1 | 1.64 | 1.5 | Hold | DCF |
| 07/31/18 | OCBC | Mapletree North Asia | 1.15 | 1.42 | Buy | |
| 07/31/18 | OCBC | OUE Hospitality | 0.805 | 0.79 | Hold | |
| 07/31/18 | phillip | SGX | 7.41 | 8.93 | Buy | DCF |
| 07/31/18 | UOB Kay Hian | Sheng Siong | 1.07 | 1.09 | Hold | PER22.5x FY18, Buy @ $0.98 |
| 07/31/18 | DBS Vickers | Sheng Siong | 1.07 | 1.26 | Buy | PER25x FY19 |
| 07/31/18 | UOB Kay Hian | SIA | 10.1 | 11.1 | Hold | PB0.8x, Buy @ $9.80 |
| 07/31/18 | DMG & Partners | Singapore Medical | 0.425 | 0.56 | Buy | DCF, PER21.5x |
| 07/31/18 | CIMB | Starhill | 0.685 | 0.69 | Hold | DDM |
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