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Friday, August 3, 2018

SPH - Stock calls


Date Analyst Company Last Target Call Valuation
01/16/17 CIMB SPH 3.69 3.31 Reduce Sum of parts
01/16/17 Lim & Tan SPH 3.69 0 Avoid
01/16/17 OCBC SPH 3.69 3.41 Sell
01/16/17 UOB Kay Hian SPH 3.69 3.29 Sell Sum of parts
01/17/17 DBS Vickers SPH 3.56 3.32 Fully Valued Sum of parts
03/20/17 CIMB SPH 3.53 3.36 Hold Sum of parts
03/20/17 DBS Vickers SPH 3.53 3.39 Hold Sum of parts
03/20/17 UOB Kay Hian SPH 3.53 3.29 Sell
04/13/17 CIMB SPH 3.52 3.36 Hold Sum of parts
04/13/17 Lim & Tan SPH 3.52 0 Hold
04/13/17 OCBC SPH 3.52 3.41 Sell
04/13/17 UOB Kay Hian SPH 3.52 3.29 Sell Sum of parts
04/18/17 DBS Vickers SPH 3.41 3.39 Hold Sum of parts
04/26/17 CIMB SPH 3.45 3.36 Hold Sum of parts
04/26/17 OCBC SPH 3.45 3.41 Hold
05/17/17 UOB Kay Hian SPH 3.37 3.29 Sell
06/05/17 Lim & Tan SPH 3.24 0 Hold
06/09/17 UOB Kay Hian SPH 3.24 2.9 Sell Sum of parts
06/14/17 DBS Vickers SPH 3.17 3.39 Hold
06/14/17 UOB Kay Hian SPH 3.17 3.39 Hold
06/15/17 CIMB SPH 3.16 3.36 Hold Sum of parts
06/15/17 Lim & Tan SPH 3.16 0 Hold
06/22/17 OCBC SPH 3.22 3.34 Hold
07/17/17 UOB Kay Hian SPH 3.11 2.9 Hold Sum of parts, Buy @ $2.75
07/17/17 OCBC SPH 3.11 3.25 Hold
07/17/17 CIMB SPH 3.11 3.22 Hold Sum of parts
07/17/17 DBS Vickers SPH 3.11 2.79 Fully Valued Sum of parts
07/18/17 Lim & Tan SPH 3.03 0 Hold
08/23/17 UOB Kay Hian SPH 2.78 2.85 Hold Sum of parts, Buy @ $2.60
09/11/17 CIMB SPH 2.74 2.38 Reduce Sum of parts (15% discount)
09/21/17 OCBC SPH 2.63 3.25 Buy
10/12/17 CIMB SPH 2.69 2.38 Reduce Sum of parts (15% discount)
10/12/17 UOB Kay Hian SPH 2.69 2.38 Sell Sum of parts (10% discount)
10/12/17 Lim & Tan SPH 2.69 0 Hold
10/13/17 OCBC SPH 2.72 2.93 Hold
10/13/17 DBS Vickers SPH 2.72 2.79 Hold Sum of parts
11/09/17 UOB Kay Hian SPH 2.68 2.38 Sell
12/05/17 UOB Kay Hian SPH 2.79 2.42 Sell Sum of parts
12/05/17 Lim & Tan SPH 2.79 0 Hold
12/20/17 CIMB SPH 2.61 2.38 Reduce
01/15/18 CIMB SPH 2.63 2.49 Hold Sum of parts, PER18.6x FY19
01/15/18 UOB Kay Hian SPH 2.63 2.42 Sell Sum of parts
01/15/18 Lim & Tan SPH 2.63 0 Hold
01/16/18 DBS Vickers SPH 2.71 2.78 Hold Sum of parts
01/17/18 OCBC SPH 2.71 2.51 Hold Sum of parts (10% discount)
03/05/18 UOB Kay Hian SPH 2.55 2.42 Sell
03/14/18 UOB Kay Hian SPH 2.56 2.39 Sell Sum of parts
04/11/18 UOB Kay Hian SPH 2.49 2.41 Hold Sum of parts, Buy @ $2.30
04/11/18 Lim & Tan SPH 2.49 0 Hold
04/12/18 OCBC SPH 2.49 2.52 Hold
04/12/18 DBS Vickers SPH 2.49 2.6 Hold Sum of parts
06/13/18 UOB Kay Hian SPH 2.69 2.46 Hold Buy @ $2.40
07/03/18 UOB Kay Hian SPH 2.59 2.46 Hold
07/05/18 CIMB SPH 2.59 2.85 Add Sum of parts
07/06/18 DBS Vickers SPH 2.67 2.6 Hold
07/12/18 DBS Vickers SPH 2.75 2.58 Hold Sum of parts
07/12/18 UOB Kay Hian SPH 2.75 2.58 Hold Sum of parts, Buy @ $2.40
07/12/18 Lim & Tan SPH 2.75 0 Hold
07/13/18 OCBC SPH 2.76 2.52 Hold
07/13/18 CIMB SPH 2.76 2.88 Add Sum of parts

Spackman - Stock calls


Date Analyst Company Last Target Call Valuation
01/03/17 DMG & Partners Spackman 0.19 0.32 Buy PER18x FY17
04/06/17 DMG & Partners Spackman 0.161 0.27 Buy PER18x FY17
05/16/17 DMG & Partners Spackman 0.149 0.27 Buy DCF, PER18x FY17
08/16/17 DMG & Partners Spackman 0.102 0.23 Buy DCF, PER18x FY17
10/12/17 DMG & Partners Spackman 0.121 0.2 Buy DCF, PER16x FY17
11/16/17 DMG & Partners Spackman 0.112 0.2 Buy DCF, PER15x FY18
05/16/18 DMG & Partners Spackman 0.073 0.1 Buy DCF, PER14x FY18

Soilbuild Reit - Stock calls


Date Analyst Company Last Target Call Valuation
01/09/17 DBS Vickers Soilbuild Reit 0.66 0.75 Buy DCF
01/25/17 DBS Vickers Soilbuild Reit 0.655 0.7 Buy DCF
01/25/17 OCBC Soilbuild Reit 0.655 0.64 Hold
01/26/17 phillip Soilbuild Reit 0.65 0.68 Neutral DDM
02/20/17 phillip Soilbuild Reit 0.65 0.68 Neutral
02/20/17 Jefferies Soilbuild Reit 0.65 0.7 Buy
04/13/17 OCBC Soilbuild Reit 0.685 0.64 Hold
04/17/17 DBS Vickers Soilbuild Reit 0.685 0.73 Buy DCF
04/17/17 phillip Soilbuild Reit 0.685 0.66 Neutral DDM, PB0.93x FY17
05/08/17 phillip Soilbuild Reit 0.68 0.66 Neutral
06/14/17 Amfrasers Soilbuild Reit 0.71 0.68 Hold Consensus target
07/17/17 OCBC Soilbuild Reit 0.74 0.67 Hold DDM
07/17/17 phillip Soilbuild Reit 0.74 0.73 Neutral DDM, PB1.05x FY17
07/18/17 DBS Vickers Soilbuild Reit 0.74 0.73 Hold DCF
07/21/17 Lim & Tan Soilbuild Reit 0.705 0 Hold
09/20/17 OCBC Soilbuild Reit 0.7 0.66 Hold
10/16/17 phillip Soilbuild Reit 0.705 0.64 Reduce DDM, PB0.9x FY17
10/17/17 DBS Vickers Soilbuild Reit 0.705 0.62 Hold DCF
11/09/17 OCBC Soilbuild Reit 0.66 0.66 Hold
11/09/17 phillip Soilbuild Reit 0.66 0.61 Reduce DDM, PB0.86x FY17
01/18/18 OCBC Soilbuild Reit 0.695 0.68 Hold
01/19/18 DBS Vickers Soilbuild Reit 0.7 0.62 Hold DCF
01/19/18 Lim & Tan Soilbuild Reit 0.7 0 Hold
01/19/18 Jefferies Soilbuild Reit 0.7 0.7 Buy
03/29/18 OCBC Soilbuild Reit 0.645 0.7 Buy
04/17/18 OCBC Soilbuild Reit 0.66 0.7 Buy
04/18/18 DBS Vickers Soilbuild Reit 0.66 0.62 Hold
04/18/18 OCBC Soilbuild Reit 0.66 0.71 Buy
04/18/18 Jefferies Soilbuild Reit 0.66 0.7 Hold
05/24/18 OCBC Soilbuild Reit 0.665 0.71 Buy
07/18/18 OCBC Soilbuild Reit 0.65 0.69 Buy
07/18/18 DBS Vickers Soilbuild Reit 0.65 0.62 Hold DCF

Stock calls for 3 August 2018


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

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.