New Launch - One Sophia For Sale!

New Launch - One Sophia For Sale!
Please click the advertisement for more information.

Search This Blog

Tuesday, August 14, 2018

Thai Beverage - Stock calls


Date Analyst Company Last Target Call Valuation
01/04/17 CIMB Thai Beverage 0.855 1.07 Add Sum of parts, PER19.6x CY17
01/10/17 OCBC Thai Beverage 0.845 1.01 Buy
02/02/17 OCBC Thai Beverage 0.87 1.01 Buy
02/15/17 CIMB Thai Beverage 0.88 1.07 Add Sum of parts
02/16/17 DBS Vickers Thai Beverage 0.94 1.01 Buy
03/06/17 OCBC Thai Beverage 0.935 1.01 Buy
03/23/17 CIMB Thai Beverage 0.925 1.07 Add Sum of parts
03/31/17 UOB Kay Hian Thai Beverage 0.935 1.09 Buy Sum of parts
04/10/17 DBS Vickers Thai Beverage 0.94 1.09 Buy Sum of parts
04/10/17 DMG & Partners Thai Beverage 0.94 1.1 Buy Sum of parts
05/08/17 CIMB Thai Beverage 0.91 1.07 Add Sum of parts
05/12/17 DBS Vickers Thai Beverage 0.915 1.09 Buy Sum of parts
05/12/17 OCBC Thai Beverage 0.915 1.01 Buy
05/15/17 DMG & Partners Thai Beverage 0.885 1.1 Buy Sum of parts
05/15/17 UOB Kay Hian Thai Beverage 0.885 1.09 Buy Sum of parts
06/13/17 OCBC Thai Beverage 0.88 1.01 Buy
06/14/17 UOB Kay Hian Thai Beverage 0.885 1.09 Buy
06/16/17 DBS Vickers Thai Beverage 0.895 1.09 Buy
06/29/17 DBS Vickers Thai Beverage 0.89 1.07 Buy Sum of parts
07/03/17 DMG & Partners Thai Beverage 0.9 1.1 Buy Sum of parts, PER26x FY17
07/07/17 CIMB Thai Beverage 0.91 1.07 Add Sum of parts
07/10/17 Phillip Thai Beverage 0.91 1.05 Accumulate Sum of parts
07/11/17 UOB Kay Hian Thai Beverage 0.915 1.09 Buy Sum of parts
07/25/17 DBS Vickers Thai Beverage 0.93 1.07 Buy Sum of parts
08/08/17 UOB Kay Hian Thai Beverage 0.96 1.09 Buy Sum of parts
08/10/17 CIMB Thai Beverage 0.955 1.07 Add Sum of parts
08/10/17 DMG & Partners Thai Beverage 0.955 1.1 Buy Sum of parts
08/10/17 OCBC Thai Beverage 0.955 1.01 Buy
08/11/17 DBS Vickers Thai Beverage 0.945 1.07 Buy
08/14/17 Phillip Thai Beverage 0.93 1.05 Accumulate Sum of parts
08/14/17 UOB Kay Hian Thai Beverage 0.93 1.09 Buy Sum of parts
09/05/17 UOB Kay Hian Thai Beverage 0.925 1.09 Buy Sum of parts
09/18/17 OCBC Thai Beverage 0.92 1.01 Buy
09/18/17 Credit Suisse Thai Beverage 0.92 1.04 Outperform
09/19/17 DBS Vickers Thai Beverage 0.915 1.07 Buy
09/20/17 DMG & Partners Thai Beverage 0.91 1.1 Buy Sum of parts
10/04/17 UOB Kay Hian Thai Beverage 0.9 1.09 Buy Sum of parts
10/13/17 DBS Vickers Thai Beverage 0.945 1.07 Buy
10/16/17 DMG & Partners Thai Beverage 0.94 1.12 Buy Sum of parts
11/02/17 UOB Kay Hian Thai Beverage 0.98 1.09 Buy Sum of parts
11/24/17 DBS Vickers Thai Beverage 0.94 1.07 Buy
11/27/17 CIMB Thai Beverage 0.97 1.15 Add Sum of parts, PER24.8x FY18
11/27/17 Phillip Thai Beverage 0.97 1.18 Buy Sum of parts, PER24.2x FY18
11/27/17 UOB Kay Hian Thai Beverage 0.97 1.11 Buy Sum of parts
11/27/17 OCBC Thai Beverage 0.97 1.07 Buy Sum of parts
11/27/17 CIMB Thai Beverage 0.97 1.15 Add
12/04/17 Phillip Thai Beverage 0.96 1.18 Buy
12/06/17 UOB Kay Hian Thai Beverage 0.955 1.11 Buy Sum of parts
12/13/17 Phillip Thai Beverage 0.955 1.18 Buy Sum of parts
12/13/17 CIMB Thai Beverage 0.955 1.15 Add Sum of parts
12/19/17 DBS Vickers Thai Beverage 0.97 1.07 Buy Sum of parts
12/20/17 CIMB Thai Beverage 0.95 1 Hold Sum of parts, PER22.6x CY18
01/04/18 UOB Kay Hian Thai Beverage 0.915 1.11 Buy Sum of parts
01/11/18 OCBC Thai Beverage 0.93 1.07 Buy
01/23/18 Nomura Thai Beverage 0.92 1.13 Buy
01/23/18 DBS Vickers Thai Beverage 0.92 1.07 Buy
01/23/18 CIMB Thai Beverage 0.92 1 Hold
02/01/18 UOB Kay Hian Thai Beverage 0.92 1.06 Buy Sum of parts
02/15/18 UOB Kay Hian Thai Beverage 0.91 0.99 Hold Sum of parts, Buy @ $0.84
02/15/18 CIMB Thai Beverage 0.91 0.98 Hold Sum of parts, PER21.8x CY18
02/19/18 DBS Vickers Thai Beverage 0.85 1.02 Buy Sum of parts
02/22/18 Phillip Thai Beverage 0.835 1.05 Buy Sum of parts
03/05/18 OCBC Thai Beverage 0.825 0.95 Buy
03/19/18 Phillip Thai Beverage 0.815 1.05 Buy
03/26/18 DBS Vickers Thai Beverage 0.805 1.02 Buy
04/16/18 Phillip Thai Beverage 0.8 1.05 Buy
05/10/18 DMG & Partners Thai Beverage 0.83 1.06 Buy Sum of parts
05/16/18 DBS Vickers Thai Beverage 0.8 1.02 Buy
05/17/18 Phillip Thai Beverage 0.795 1.05 Buy Sum of parts
05/17/18 CIMB Thai Beverage 0.795 0.98 Add Sum of parts
05/17/18 OCBC Thai Beverage 0.795 0.95 Buy
06/11/18 CIMB Thai Beverage 0.77 0.98 Add
06/22/18 DMG & Partners Thai Beverage 0.77 1.06 Buy
07/03/18 UOB Kay Hian Thai Beverage 0.7 0.99 Buy
07/12/18 DMG & Partners Thai Beverage 0.725 1.02 Buy Sum of parts
07/25/18 DBS Vickers Thai Beverage 0.74 0.94 Buy Sum of parts

Stock calls for 14 August 2018


Date Analyst Company Last Target Call Valuation
08/14/18 Amfrasers Comfortdelgro 2.35 2.72 Buy PER19x FY18
08/14/18 DBS Vickers Cromwell Reit (EUR) 0.595 0.66 Buy DCF
08/14/18 phillip Dasin Retail 0.9 0.97 Accumulate DDM
08/14/18 DBS Vickers ESR-Reit 0.51 0.63 Buy
08/14/18 Kim Eng First Resources 1.56 2 Buy
08/14/18 DMG & Partners First Resources 1.56 1.6 Neutral PER11x FY19
08/14/18 CIMB First Resources 1.56 2.03 Add PER15x CY19
08/14/18 phillip Ho Bee 2.52 2.98 Accumulate RNAV (30% discount)
08/14/18 DBS Vickers Hong Leong Finance 2.7 3.2 Buy GGM, PB0l7x FY19
08/14/18 DBS Vickers HRnetGroup 0.885 1.01 Buy PER15x FY19, ex-cash
08/14/18 UOB Kay Hian Jumbo 0.53 0.49 Hold DCF, Buy @ $0.44
08/14/18 DBS Vickers Jumbo 0.53 0.57 Hold PER23x FY19
08/14/18 Amfrasers Manulife US Reit 0.845 0.97 Buy
08/14/18 CIMB Memtech 1.12 1.43 Add PER10x FY19
08/14/18 Amfrasers Mindchamps 0.705 0.86 Buy DCF, PER22.6x FY18
08/14/18 phillip Singapore O&G 0.36 0.42 Accumulate PER23.2x
08/14/18 OCBC Wheelock Properties 2.19 2.34 Reject offer Offer $2.1
08/14/18 UOB Kay Hian Wilmar 3.13 3.9 Buy PER14.5x FY18
08/14/18 CIMB Wilmar 3.13 4.1 Add Sum of parts

Mahathir is old and senile already! - Part 2

https://sg.news.yahoo.com/news/malaysia-eyes-more-10-fold-hike-singapore-water-102025305--finance.html


What a foolish old man!

The water pact formed part of the separation agreement between Malaysia and Singapore.  It was one of the conditions to secure the separation from Singapore because Malaysia was very keen to be separated from Singapore.  This was the reason for Singapore to lodge the water pact and the separation agreement with the UN and LKY couldn't trust the Malaysian government.  Therefore, the water pact was not an ordinary commercial agreement that anyone could review or alter unless someone wanted to void the separation agreement.

If Mahathir thought that he could review the water pact, then UK could also use the Mahathir's logic to review the independence agreement that was given to Malaysia.  UK could claim that it was a mistake to let Malaysia gain independence and Malaysia was still supposedly a British colony.

Maybe Mahathir wanted to become a British again!

Monday, August 13, 2018

Mahathir is old and senile already!

https://www.usnews.com/news/world/articles/2018-08-13/ap-interview-malaysias-mahathir-aims-to-scrap-china-deals

By scrapping the China deals, Mahathir will remove any vested interest in Malaysia from China.  When China doesn't see any strategic importance of Malaysia in Asean, China will move its investment elsewhere and the Malacca Gateway will suffer because China doesn't need Strait of Malacca anymore as nature has created the arctic sea lane.

http://sg-stock.blogspot.com/2018/08/the-strait-of-malacca-and-singapore-psa.html

As 70% of the ships plying the Strait of Malacca belong to China at this moment, it is critical that China stays vested in this region.  Once China stops using the Strait of Malacca, Malaysia will relegate to become a poverty state.

Mahathir, are you really doing Malaysia any good with your myopic vision?

Telechoice - Stock calls


Date Analyst Company Last Target Call Valuation
04/10/17 NRA Telechoice 0.27 0.34 Overweight PER15.56x FY17
08/15/17 NRA Telechoice 0.25 0.34 Overweight

Tee Land - Stock calls


Date Analyst Company Last Target Call Valuation
01/20/17 NRA Tee Land 0.195 0.29 Overweight
03/09/18 NRA Tee Land 0.21 0.28 Overweight Sum of parts

Stock calls for 13 August 2018


Date Analyst Company Last Target Call Valuation
08/13/18 DBS Vickers Capitaland 3.31 3.62 Buy RNAV (25% discount)
08/13/18 OCBC CDL Hospitality 1.5 1.42 Hold
08/13/18 phillip China Sunsine 1.23 1.77 Buy FCFE
08/13/18 phillip Comfortdelgro 2.38 2.78 Accumulate DCF, PER19.7x FY18
08/13/18 UOB Kay Hian Comfortdelgro 2.38 2.59 Buy PER16.8x FY19
08/13/18 DMG & Partners Comfortdelgro 2.38 2.35 Neutral DCF
08/13/18 OCBC Comfortdelgro 2.38 2.5 Hold
08/13/18 CIMB Comfortdelgro 2.38 2.75 Add DCF, PER18.1x FY19
08/13/18 OCBC Far East Hospitality 0.62 0.69 Buy
08/13/18 DBS Vickers Frasers Property 1.71 1.98 Buy RNAV (35% discount)
08/13/18 CIMB Frasers Property 1.71 2.02 Add RNAV (35% discount)
08/13/18 DMG & Partners HRnetGroup 0.9 1.18 Buy DCF
08/13/18 NRA ISDN 0.215 0.32 Overweight
08/13/18 UOB Kay Hian KSH 0.61 0.87 Buy RNAV (50% discount)
08/13/18 OCBC KSH 0.61 0.98 Buy
08/13/18 Lim & Tan Singtel 3.14 0 Hold

Singapore NODX in July 2018 increased 9.4% from last year.

https://www.businesstimes.com.sg/government-economy/singapore-q2-non-oil-exports-jump-94-full-year-forecast-raised-to-25-35

Year on year changes (YOY):
July 2018: 11.8% (Corrected)
June 2018: 1.1%
May 2018: 15.5%
April 2018: 11.8%
March 2018: -2.7%
February 2018: -5.9%
January 2018: 13%
December 2017: 3.1%
November 2017: 9.1%
October 2017: 20.9%
September 2017: -1.1%
August 2017: 16.7%
July 2017: 8.5%
June 2017: 8.2%
May 2017: -1.2%
Apr 2017: -0.7%
Mar 2017: 16.5%
Feb 2017: 21.1%
Jan 2017: 8.6%
https://sg-stock.blogspot.com/2018/07/singapore-nodx-increased-only-11-in.html

The Chinese are very nationalistic people and the USA is messing with the wrong country.

https://www.reuters.com/article/us-usa-trade-china-sentiment/the-chinese-streets-view-of-the-trade-war-some-say-they-wont-buy-u-s-products-idUSKBN1KY0LA

This Reuter survey paints a very grim future for the USA if the US-China trade war escalates further.

Is the USA willing to give up the largest consumer market in the whole world? I don't think so.

Singapore GDP growth for the 2nd quarter is slowing.

https://sg.finance.yahoo.com/news/singapores-gdp-growth-disappoints-construction-slumps-024227540.html

Singapore 2nd Qtr GDP growth is at an annualized rate of 0.6% and is slowing down significantly from the previous quarter and annually too.

With the escalation in the US-China trade war, Singapore will slow down further because SG cannot escape unscathed from it since SG is an international trading hub.

Furthermore, SG is increasing utility rates, GST and also will try to increase its ministerial pays.

Singaporeans have to hunker down for tougher times ahead.

Saturday, August 11, 2018

Turkey's financial crisis has erupted and may stoke contagion.

https://www.bloombergquint.com/markets/2018/08/10/turkish-lira-collapses-as-investors-panic-before-erdogan-address#gs.OQaSmGw

There is a high possibility that Turkey's financial crisis may cause a wipeout of Temasek's investment in Turkey's companies.

European banks will also suffer because of this fallout.

Baltic dry index - 1691

Today, Friday, August 10 2018, the Baltic Dry Index decreased by 3 points, reaching 1691 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 - 1057

HOUSTON — The number of rigs exploring for oil and natural gas in the U.S. has jumped by 13 this week to 1,057.
At this time a year ago there were 949 active rigs.
Houston oilfield services company Baker Hughes reported Friday that 869 rigs drilled for oil this week and 186 for gas. Two were listed as miscellaneous.
Among major oil- and gas-producing states, Louisiana gained six rigs and New Mexico increased by five. Alaska and Oklahoma each gained two. California and Ohio added a rig apiece.
Texas, meanwhile, lost two rigs, while Arkansas, Kansas and Pennsylvania each decreased by one.
Colorado, North Dakota, Utah, West Virginia and Wyoming were unchanged from last week. The U.S. rig count peaked at 4,530 in 1981. It bottomed out in May 2016 at 404.
=================
Related stocks: Keppel Corp, Sembcorp Marine & Cosco.

Friday, August 10, 2018

Talkmed - Stock calls


Date Analyst Company Last Target Call Valuation
02/23/17 CIMB Talkmed 1.385 1.82 Add DCF
02/28/17 DMG & Partners Talkmed 1.43 2.07 Buy DCF, PER32x FY17
03/06/17 CIMB Talkmed 1.49 1.83 Add
04/26/17 DMG & Partners Talkmed 1.775 2.07 Buy DCF, PER30x FY18
04/27/17 CIMB Talkmed 1.73 1.83 Hold DCF
06/29/17 DMG & Partners Talkmed 0.645 0.73 Buy Ex-bonus 1 for 1
10/02/17 DMG & Partners Talkmed 0.585 0.69 Buy
11/08/17 DMG & Partners Talkmed 0.705 0.72 Neutral PER29x FY18
01/08/18 CIMB Talkmed 0.69 0.68 Hold DCF
02/21/18 DMG & Partners Talkmed 0.675 0.72 Neutral DCF
04/27/18 DMG & Partners Talkmed 0.69 0.7 Neutral DCF, PER29x FY18

SUTL - Stock calls


Date Analyst Company Last Target Call Valuation
03/02/17 UOB Kay Hian SUTL 0.665 0 Buy
03/09/17 Amfrasers SUTL 0.77 1.09 Buy DCF, EV/Ebitda8.8x
05/12/17 Amfrasers SUTL 0.9 1.09 Buy
08/25/17 Amfrasers SUTL 0.735 1.04 Buy
10/11/17 Amfrasers SUTL 0.69 1.04 Buy

Suntec Reit - Stock calls


Date Analyst Company Last Target Call Valuation
01/09/17 DBS Vickers Suntec Reit 1.68 1.71 Hold DCF
01/11/17 Kim Eng Suntec Reit 1.72 1.77 Hold
01/25/17 OCBC Suntec Reit 1.685 1.53 Sell
01/26/17 CIMB Suntec Reit 1.695 1.55 Reduce DDM
01/26/17 Credit Suisse Suntec Reit 1.695 1.46 Underperform
01/26/17 DBS Vickers Suntec Reit 1.695 1.75 Hold DCF
01/26/17 DIR Suntec Reit 1.695 1.46 Underperform DDM
01/26/17 DMG & Partners Suntec Reit 1.695 1.53 Neutral DDM
01/26/17 OCBC Suntec Reit 1.695 1.54 Hold DDM
01/26/17 UOB Kay Hian Suntec Reit 1.695 1.8 Hold DDM
02/09/17 Credit Suisse Suntec Reit 1.73 1.43 Underperform
02/17/17 JP Morgan Suntec Reit 1.725 1.85 Neutral
02/28/17 Deutsche Suntec Reit 1.71 1.6 Sell
03/07/17 UOB Kay Hian Suntec Reit 1.74 1.8 Hold
03/10/17 DMG & Partners Suntec Reit 1.73 1.53 Neutral
04/07/17 DMG & Partners Suntec Reit 1.79 1.53 Neutral
04/11/17 UOB Kay Hian Suntec Reit 1.79 1.8 Hold DDM
04/18/17 DIR Suntec Reit 1.75 1.46 Underperform
04/18/17 Kim Eng Suntec Reit 1.75 1.76 Hold
04/27/17 DIR Suntec Reit 1.755 1.5 Underperform DDM
04/27/17 OCBC Suntec Reit 1.755 1.68 Hold
05/25/17 Deutsche Suntec Reit 1.8 1.7 Hold
05/25/17 UOB Kay Hian Suntec Reit 1.8 1.9 Hold
06/22/17 Deutsche Suntec Reit 1.84 1.7 Hold
07/11/17 Kim Eng Suntec Reit 1.87 1.76 Hold
07/12/17 DMG & Partners Suntec Reit 1.86 1.53 Neutral
07/26/17 UOB Kay Hian Suntec Reit 1.93 1.9 Hold DDM
07/27/17 CIMB Suntec Reit 1.92 1.77 Reduce DDM
07/27/17 DIR Suntec Reit 1.92 1.63 Underperform DDM
07/27/17 UOB Kay Hian Suntec Reit 1.92 1.95 Hold DDM
07/27/17 DMG & Partners Suntec Reit 1.92 1.75 Neutral DDM
07/27/17 OCBC Suntec Reit 1.92 1.8 Hold
07/27/17 Kim Eng Suntec Reit 1.92 1.8 Hold Yield 5.5%
07/27/17 Religare Suntec Reit 1.92 1.66 Hold
08/17/17 DBS Vickers Suntec Reit 1.895 1.95 Hold DCF
09/21/17 DMG & Partners Suntec Reit 1.875 1.75 Neutral
09/25/17 Kim Eng Suntec Reit 1.855 1.8 Hold
10/23/17 UOB Kay Hian Suntec Reit 1.91 1.95 Hold
10/27/17 OCBC Suntec Reit 1.93 1.8 Hold
10/30/17 UOB Kay Hian Suntec Reit 1.93 2.05 Hold DDM
10/30/17 CIMB Suntec Reit 1.93 1.83 Reduce DDM
10/30/17 DBS Vickers Suntec Reit 1.93 1.95 Hold
11/20/17 DIR Suntec Reit 1.97 1.63 Underperform DDM
12/01/17 UOB Kay Hian Suntec Reit 2.04 2.13 Hold
12/15/17 DBS Vickers Suntec Reit 2.07 2.3 Buy DCF
12/18/17 Kim Eng Suntec Reit 2.12 1.89 Hold Target yield 5.25%, Up from $1.84
01/04/18 Deutsche Suntec Reit 2.14 2.05 Hold
01/05/18 DMG & Partners Suntec Reit 2.17 1.75 Neutral
01/25/18 CIMB Suntec Reit 2.15 2.17 Hold DDM
01/25/18 DBS Vickers Suntec Reit 2.15 2.3 Buy DCF
01/25/18 OCBC Suntec Reit 2.15 1.81 Sell
01/25/18 Kim Eng Suntec Reit 2.15 1.91 Hold
01/26/18 UOB Kay Hian Suntec Reit 2.14 2.13 Hold DDM
02/20/18 DBS Vickers Suntec Reit 1.97 2.3 Buy
04/25/18 DBS Vickers Suntec Reit 1.9 2.3 Buy
04/25/18 OCBC Suntec Reit 1.9 1.81 Sell
04/26/18 DMG & Partners Suntec Reit 1.9 1.75 Neutral DDM
04/26/18 UOB Kay Hian Suntec Reit 1.9 2.13 Hold DDM
04/26/18 OCBC Suntec Reit 1.9 1.84 Sell
04/26/18 CIMB Suntec Reit 1.9 2.12 Add DDM
04/26/18 Kim Eng Suntec Reit 1.9 1.94 Hold
05/08/18 DBS Vickers Suntec Reit 1.92 2.3 Buy
05/17/18 DMG & Partners Suntec Reit 1.83 1.75 Neutral
06/12/18 DBS Vickers Suntec Reit 1.74 2.3 Buy
07/25/18 OCBC Suntec Reit 1.89 1.84 Hold
07/26/18 CIMB Suntec Reit 1.87 2.08 Add DDM
07/26/18 UOB Kay Hian Suntec Reit 1.87 2.01 Hold DDM, Buy @ $1.83
07/26/18 DBS Vickers Suntec Reit 1.87 2.3 Buy DCF
08/02/18 DBS Vickers Suntec Reit 1.87 2.3 Buy

Stock calls for 10 August 2018


Date Analyst Company Last Target Call Valuation
08/08/19 OCBC Viva Industrial 0.895 0.942 Accept Offer $0.096 cash & 1.6 ESR-Reit share (New value $0.53)
08/10/18 CIMB Best World 1.25 1.39 Hold PER12.5x CY19
08/10/18 DBS Vickers Best World 1.25 1.15 Fully Valued PER15x FY18
08/10/18 Kim Eng Capitaland 3.3 3.8 Buy
08/10/18 UOB Kay Hian Capitaland 3.3 3.78 Buy RNAV (20% discount)
08/10/18 CIMB Capitaland 3.3 3.55 Add RNAV (35% discount)
08/10/18 OCBC Capitaland 3.3 4.09 Buy
08/10/18 DMG & Partners Centurion 0.45 0.47 Neutral
08/10/18 UOB Kay Hian City Developments 9.89 12 Buy RNAV (15% discount)
08/10/18 CIMB City Developments 9.89 10.89 Add RNAV (35% discount)
08/10/18 OCBC City Developments 9.89 9.81 Hold
08/10/18 Lim & Tan City Developments 9.89 0 Hold
08/10/18 DBS Vickers City Developments 9.89 10 Hold RNAV (35% discount)
08/10/18 DBS Vickers Comfortdelgro 2.37 2.59 Buy
08/10/18 DMG & Partners Kimly 0.335 0.46 Buy
08/10/18 DBS Vickers PACC Offshore 0.305 0.32 Hold PB1x FY18
08/10/18 OCBC Singtel 3.2 4.08 Buy
08/10/18 UOB Kay Hian Singtel 3.2 4.05 Buy DCF
08/10/18 CIMB Singtel 3.2 3.7 Add Sum of parts
08/10/18 DBS Vickers Singtel 3.2 3.7 Buy Sum of parts
08/10/18 DMG & Partners Singtel 3.2 3.7 Buy Sum of parts
08/10/18 Kim Eng ST Engineering 3.45 4.15 Buy DCF
08/10/18 CIMB ST Engineering 3.45 3.8 Add Sum of parts
08/10/18 OCBC ST Engineering 3.45 3.9 Buy FCFE
08/10/18 DBS Vickers ST Engineering 3.45 4.1 Buy
08/10/18 DMG & Partners ST Engineering 3.45 3.97 Buy
08/10/18 CIMB Sunningdale 1.42 2.05 Add PB1.02x FY18
08/10/18 DBS Vickers Yangzijiang 0.99 1.82 Buy Sum of parts

Wednesday, August 8, 2018

Sunpower - Stock calls


Date Analyst Company Last Target Call Valuation
06/06/18 UOB Kay Hian Sunpower 0.48 0.77 Buy Sum of parts
06/06/18 Lim & Tan Sunpower 0.48 0.95 Buy Sum of parts

Sunningdale - Stock calls


Date Analyst Company Last Target Call Valuation
02/28/17 CIMB Sunningdale 1.285 1.56 Add
02/28/17 Lim & Tan Sunningdale 1.285 0 Buy
03/06/17 UOB Kay Hian Sunningdale 1.365 1.83 Buy
03/09/17 DBS Vickers Sunningdale 1.445 1.64 Not Rated PER10x FY17
04/07/17 UOB Kay Hian Sunningdale 1.76 1.83 Hold PER11x FY17, Buy @ $1.65
05/15/17 Lim & Tan Sunningdale 1.84 0 Buy
05/15/17 UOB Kay Hian Sunningdale 1.84 2.04 Buy
05/16/17 CIMB Sunningdale 1.835 2.19 Add PB1.11x FY17
05/25/17 DBS Vickers Sunningdale 1.95 2.62 Buy PER13x FY18
07/05/17 CIMB Sunningdale 1.765 2.19 Add PB1.11x FY17
07/28/17 Lim & Tan Sunningdale 1.995 0 Buy
08/03/17 UOB Kay Hian Sunningdale 2.05 2.51 Buy PER11.4x FY18, PB1.34x FY16
08/03/17 DBS Vickers Sunningdale 2.05 2.62 Buy PER13x FY18
08/03/17 Lim & Tan Sunningdale 2.05 0 Buy
08/04/17 CIMB Sunningdale 2.15 2.19 Add PB1.11x FY17
08/04/17 DBS Vickers Sunningdale 2.15 2.7 Buy PER13x FY18
10/02/17 DBS Vickers Sunningdale 1.97 2.7 Buy PER13x FY18
10/03/17 NRA Sunningdale 2.02 2.73 Not Rated PER13.46x
10/30/17 CIMB Sunningdale 2.14 2.86 Add PB1.36x FY18
11/09/17 CIMB Sunningdale 2.25 2.79 Add PB1.33x FY18
11/09/17 Lim & Tan Sunningdale 2.25 0 Buy
11/10/17 UOB Kay Hian Sunningdale 2.15 2.51 Buy PER11.4x FY18
11/10/17 DBS Vickers Sunningdale 2.15 2.7 Buy PER13x FY18
12/06/17 DBS Vickers Sunningdale 1.89 2.7 Buy
12/20/17 CIMB Sunningdale 1.84 2.79 Add
01/10/18 CIMB Sunningdale 1.92 2.79 Add
02/07/18 CIMB Sunningdale 1.86 2.79 Add
02/23/18 CIMB Sunningdale 1.93 2.82 Add PB1.374x FY18
02/23/18 UOB Kay Hian Sunningdale 1.93 2.51 Buy PER11.4x FY18
02/23/18 DBS Vickers Sunningdale 1.93 2.7 Buy PER13x FY18
02/23/18 Lim & Tan Sunningdale 1.93 0 Buy on weakness
04/03/18 DBS Vickers Sunningdale 1.89 2.7 Buy
04/24/18 Lim & Tan Sunningdale 1.73 0 Hold
04/25/18 UOB Kay Hian Sunningdale 1.47 2 Buy PER11.9x FY18
04/25/18 CIMB Sunningdale 1.47 2.5 Add PB1.23x FY18
04/25/18 DBS Vickers Sunningdale 1.47 1.53 Hold PER11x FY18
05/23/18 UOB Kay Hian Sunningdale 1.27 2 Buy PER11.9x FY18
05/25/18 CIMB Sunningdale 1.28 2.5 Add
06/04/18 UOB Kay Hian Sunningdale 1.38 2 Buy
07/04/18 UOB Kay Hian Sunningdale 1.29 2 Buy
08/08/18 Lim & Tan Sunningdale 1.31 0 Buy

Straits Trading - Stock calls


Date Analyst Code Company Last Target Call Percent Valuation
04/10/17 OCBC S20 Straits Trading 2.27 2.73 Buy 20.26
05/16/17 OCBC S20 Straits Trading 2.31 2.73 Buy 18.18

Stock calls for 8 August 2018


Date Analyst Company Last Target Call Valuation
08/08/19 OCBC Viva Industrial 0.895 0.942 Accept Offer $0.096 cash & 1.6 ESR-Reit share (New value $0.53)
08/08/18 DMG & Partners APAC Realty 0.63 0.77 Buy DCF
08/08/18 DBS Vickers APAC Realty 0.63 0.62 Hold PER10x FY19
08/08/18 Macquarie Capitaland 3.26 4.32 Outperform
08/08/18 CIMB China Sunsine 1.49 1.41 Hold PER7.7x CY19
08/08/18 OCBC City Developments 9.88 9.59 Hold
08/08/18 Soochow EC World Reit 0.71 0.88 Buy
08/08/18 DMG & Partners Japan Foods 0.49 0.58 Buy Sum of parts, PER16.6x FY19
08/08/18 DBS Vickers Keppel DC Reit 1.39 1.52 Buy
08/08/18 Phillip Nam Lee 0.365 0.51 Buy DCF, PER10.5x FY18, PB0.88x FY18
08/08/18 Phillip Raffles Medical 1.11 1.32 Accumulate DCF
08/08/18 CIMB Riverstone 1.1 1.28 Add PER16.7x FY19
08/08/18 DBS Vickers Riverstone 1.1 1.25 Buy PER16x FY19
08/08/18 UOB Kay Hian Starhub 1.69 1.92 Hold DCF, Buy @ $1.65
08/08/18 DBS Vickers Starhub 1.69 1.42 Hold EV/Ebitda5.6x
08/08/18 DMG & Partners Starhub 1.69 1.78 Neutral DCF
08/08/18 OCBC Starhub 1.69 1.65 Hold
08/08/18 Lim & Tan Sunningdale 1.31 0 Buy
08/08/18 CIMB Yangzijiang 0.91 1.29 Add Sum of parts