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Friday, August 31, 2018

Stock calls for 31 August 2018


Date Analyst Company Last Target Call Valuation
08/31/18 phillip Ayonda 0.009 0.22 Buy Price to sales 6x FY18
08/31/18 Lim & Tan Capitamall Trust 2.15 0 Hold

Emerging markets maybe a trigger for the next financial crisis.

https://www.bloombergquint.com/opinion/2018/08/31/this-emerging-market-selloff-looks-contagious

Argentine, Venezuela and Turkey economic problems may become the harbingers for the next financial crisis.  However, the principal factor will rest on Turkey because it is the gateway between the Middle East and Europe.  Once this Turkey's spigot stops functioning, Europe will get affected and Italy will become very vulnerable because it is economically weak.

When Europe is affected, Asia cannot escape unscathed because Europe will pull funds out from Asia to save itself.

Thursday, August 30, 2018

Acromec - Stock calls


Date Analyst Company Last Target Call Valuation
01/03/17 DMG & Partners Acromec 0.565 0.5 Buy
05/02/17 DMG & Partners Acromec 0.39 0.38 Neutral

Accrelist - Stock calls


Date Analyst Company Last Target Call Valuation
05/31/18 NRA Accrelist 0.006 0.012 Overweight

Accordia Golf Trust - Stock calls


Date Analyst Company Last Target Call Valuation
02/17/17 Amfrasers Accordia Golf Trust 0.73 0.8 Buy DDM
04/06/17 CIMB Accordia Golf Trust 0.73 0.83 Not Rated Bloomberg consensus
04/12/17 DIR Accordia Golf Trust 0.73 0.85 Buy DDM
04/17/17 Amfrasers Accordia Golf Trust 0.735 0.8 Buy
05/29/17 DIR Accordia Golf Trust 0.745 0.82 Outperform
05/30/17 Amfrasers Accordia Golf Trust 0.745 0.8 Buy
08/17/17 Amfrasers Accordia Golf Trust 0.715 0.8 Buy
11/21/17 Amfrasers Accordia Golf Trust 0.7 0.78 Buy
04/24/18 Amfrasers Accordia Golf Trust 0.64 0.78 Buy DDM
05/31/18 Lim & Tan Accordia Golf Trust 0.595 0 Hold
06/01/18 Amfrasers Accordia Golf Trust 0.605 0.7 Buy DDM
08/21/18 Amfrasers Accordia Golf Trust 0.565 0.7 Buy

Stock calls for 30 August 2018


Date Analyst Company Last Target Call Valuation
08/30/18 DBS Vickers ART 1.08 1.25 Buy DCF
08/30/18 DBS Vickers Capitamall Trust 2.17 2.3 Buy
08/30/18 DBS Vickers CapitaRetail China 1.45 1.7 Buy
08/30/18 DMG & Partners Dairy Farm 9.2 9.6 Neutral
08/30/18 Amfrasers DISA 0.008 0.02 Buy DCF
08/30/18 phillip HMI 0.615 0.83 Buy DCF
08/30/18 CIMB Sembcorp Marine 1.69 2.52 Add PB2.2x CY18

Wednesday, August 29, 2018

Ascendas Reit - Stock calls


Date Analyst Company Last Target Call Valuation

01/03/17 UOB Kay Hian A-Reit 2.27 2.71 Buy DDM
01/05/17 Credit Suisse A-Reit 2.31 2.63 Outperform
01/06/17 DMG & Partners A-Reit 2.33 2.65 Buy DDM
01/06/17 OCBC A-Reit 2.33 2.72 Buy
01/09/17 DBS Vickers A-Reit 2.38 2.65 Buy DCF
01/25/17 Deutsche A-Reit 2.4 2.55 Hold
01/25/17 OCBC A-Reit 2.4 2.68 Buy
01/26/17 CIMB A-Reit 2.4 2.31 Hold DDM
01/26/17 DIR A-Reit 2.4 2.38 Hold DDM
02/09/17 Credit Suisse A-Reit 2.42 2.63 Outperform
02/17/17 JP Morgan A-Reit 2.47 2.65 Overweight
02/28/17 Deutsche A-Reit 2.48 2.55 Hold
03/02/17 UOB Kay Hian A-Reit 2.49 2.71 Buy
03/06/17 OCBC A-Reit 2.49 2.68 Buy
03/10/17 DMG & Partners A-Reit 2.45 2.65 Buy
03/13/17 Credit Suisse A-Reit 2.47 2.63 Outperform
03/17/17 DBS Vickers A-Reit 2.5 2.65 Buy
03/20/17 DIR A-Reit 2.5 2.44 Hold DDM
04/07/17 DMG & Partners A-Reit 2.53 2.65 Buy
04/11/17 UOB Kay Hian A-Reit 2.52 2.71 Buy
04/18/17 DIR A-Reit 2.52 2.44 Hold
04/18/17 Kim Eng A-Reit 2.52 2.85 Buy DDM
04/26/17 CIMB A-Reit 2.55 2.59 Hold DDM
04/26/17 DBS Vickers A-Reit 2.55 2.65 Buy DCF
04/26/17 DIR A-Reit 2.55 2.45 Hold DDM
04/26/17 DMG & Partners A-Reit 2.55 2.73 Buy DDM
04/26/17 OCBC A-Reit 2.55 2.66 Buy
04/26/17 UOB Kay Hian A-Reit 2.55 2.75 Buy
05/02/17 Kim Eng A-Reit 2.56 2.85 Buy
05/17/17 Deutsche A-Reit 2.6 2.6 Hold
05/17/17 UOB Kay Hian A-Reit 2.6 2.75 Buy
05/18/17 DBS Vickers A-Reit 2.58 2.65 Buy
05/25/17 UOB Kay Hian A-Reit 2.62 2.97 Buy
06/01/17 DMG & Partners A-Reit 2.62 2.73 Buy DDM
06/02/17 OCBC A-Reit 2.64 2.66 Buy
06/08/17 Lim & Tan A-Reit 2.67 0 Buy on weakness
06/12/17 Kim Eng A-Reit 2.7 2.9 Buy` DDM
06/21/17 Credit Suisse A-Reit 2.72 2.62 Neutral
06/22/17 Deutsche A-Reit 2.66 2.6 Hold
06/28/17 DIR A-Reit 2.66 2.45 Underperform DDM
07/03/17 Kim Eng A-Reit 2.61 2.9 Buy DDM
07/12/17 DMG & Partners A-Reit 2.58 2.73 Buy
07/14/17 Phillip A-Reit 2.59 2.86 Accumulate DDM, PB1.35x FY18
07/25/17 UOB Kay Hian A-Reit 2.7 2.97 Buy DDM
07/26/17 DBS Vickers A-Reit 2.72 2.78 Buy DCF
07/28/17 DIR A-Reit 2.72 2.45 Underperform DDM
07/28/17 Credit Suisse A-Reit 2.72 2.62 Neutral
07/28/17 DMG & Partners A-Reit 2.72 2.9 Buy DDM
07/28/17 OCBC A-Reit 2.72 2.66 Hold
07/28/17 CIMB A-Reit 2.72 2.71 Hold DDM
07/31/17 UOB Kay Hian A-Reit 2.71 2.75 Buy
07/31/17 DBS Vickers A-Reit 2.71 2.85 Buy DCF
08/03/17 Kim Eng A-Reit 2.68 2.9 Buy
08/14/17 OCBC A-Reit 2.66 2.66 Hold
08/17/17 UOB Kay Hian A-Reit 2.67 2.97 Buy
08/22/17 Phillip A-Reit 2.65 2.86 Accumulate
08/28/17 DBS Vickers A-Reit 2.61 2.85 Buy
09/04/17 CIMB A-Reit 2.66 2.71 Hold
09/21/17 DMG & Partners A-Reit 2.7 2.9 Buy DDM
09/26/17 OCBC A-Reit 2.68 2.66 Hold
09/26/17 Kim Eng A-Reit 2.68 2.9 Buy
10/09/17 Phillip A-Reit 2.69 2.86 Accumulate DDM, PB1.35x FY18
10/23/17 UOB Kay Hian A-Reit 2.72 2.97 Buy DDM
10/25/17 Kim Eng A-Reit 2.75 2.9 Buy
10/31/17 DMG & Partners A-Reit 2.71 2.9 Buy DDM
10/31/17 OCBC A-Reit 2.71 2.67 Hold
10/31/17 CIMB A-Reit 2.71 2.72 Hold DDM
11/01/17 DBS Vickers A-Reit 2.74 2.85 Buy
11/09/17 UOB Kay Hian A-Reit 2.66 2.97 Buy
11/28/17 Kim Eng A-Reit 2.63 3 Buy
11/28/17 Jefferies A-Reit 2.63 2.9 Buy
12/01/17 UOB Kay Hian A-Reit 2.64 3.05 Buy
12/18/17 DBS Vickers A-Reit 2.68 2.85 Buy
12/19/17 DMG & Partners A-Reit 2.69 2.9 Buy
12/20/17 CIMB A-Reit 2.69 2.72 Hold
01/04/18 Deutsche A-Reit 2.74 2.75 Hold
01/05/18 DMG & Partners A-Reit 2.79 2.9 Buy DDM
01/19/18 UOB Kay Hian A-Reit 2.77 3.05 Buy
01/19/18 Kim Eng A-Reit 2.77 3 Buy
01/26/18 Phillip A-Reit 2.75 2.89 Accumulate DDM, PB1.36x FY18
01/26/18 OCBC A-Reit 2.75 2.69 Hold
01/26/18 DBS Vickers A-Reit 2.75 2.85 Buy
01/26/18 CIMB A-Reit 2.75 2.88 Add
02/12/18 Phillip A-Reit 2.57 2.87 Accumulate
02/13/18 UOB Kay Hian A-Reit 2.58 3.05 Buy
02/20/18 DMG & Partners A-Reit 2.62 2.9 Buy
02/20/18 DBS Vickers A-Reit 2.62 2.85 Buy
03/05/18 UOB Kay Hian A-Reit 2.61 3.05 Buy
03/06/18 UOB Kay Hian A-Reit 2.58 2.76 Buy
03/19/18 DBS Vickers A-Reit 2.66 2.85 Buy
03/27/18 Phillip A-Reit 2.6 2.89 Accumulate
04/16/18 Kim Eng A-Reit 2.69 3.05 Buy DDM
04/16/18 DMG & Partners A-Reit 2.69 2.9 Buy
04/24/18 Phillip A-Reit 2.65 2.91 Accumulate DDM, PB1.37x FY18/19
04/24/18 UOB Kay Hian A-Reit 2.65 3.05 Buy DDM
04/24/18 DMG & Partners A-Reit 2.65 2.95 Buy DDM
04/24/18 CIMB A-Reit 2.65 2.85 add DDM
04/24/18 OCBC A-Reit 2.65 2.71 Hold
04/24/18 DBS Vickers A-Reit 2.65 3 Buy DCF
04/25/18 Jefferies A-Reit 2.68 2.95 Buy
05/02/18 UOB Kay Hian A-Reit 2.67 3.05 Buy
05/08/18 DBS Vickers A-Reit 2.65 3 Buy
05/17/18 DMG & Partners A-Reit 2.64 2.95 Buy
05/21/18 Phillip A-Reit 2.65 2.91 Accumulate
06/04/18 UOB Kay Hian A-Reit 2.64 3.05 Buy
06/26/18 DBS Vickers A-Reit 2.58 3 Buy
07/03/18 UOB Kay Hian A-Reit 2.61 3.05 Buy
07/06/18 DBS Vickers A-Reit 2.65 3 Buy
07/16/18 Phillip A-Reit 2.71 2.91 Accumulate
07/27/18 OCBC A-Reit 2.72 2.71 Hold
07/30/18 Phillip A-Reit 2.73 2.96 Accumulate DDM, PB1.39x FY19
07/30/18 CIMB A-Reit 2.73 2.89 Add DDM
07/31/18 UOB Kay Hian A-Reit 2.76 3.01 Buy DDM
08/17/18 UOB Kay Hian A-Reit 2.73 3.01 Buy
08/24/18 DBS Vickers A-Reit 2.73 3 Buy

8Telecom - Stock calls


Date Analyst Company Last Target Call Valuation
02/21/17 NRA 8Telecom 0.139 0 Not Rated Fair value $0.181-$0.298

800Super - Stock calls


Date Analyst Company Last Target Call Valuation
02/13/17 Phillip 800Super 1.09 1.42 Buy DCF, PER15.4x FY17
05/15/17 Phillip 800Super 1.375 1.57 Accumulate DCF, PER15.5x FY17
08/25/17 Phillip 800Super 1.18 1.53 Buy DCF, PER16.9x FY18
10/05/17 Phillip 800Super 1.205 1.53 Buy DCF, PER16.9x FY18
11/13/17 Phillip 800Super 1.175 1.43 Buy DCF, PER15.9x FY18
01/16/18 Phillip 800Super 1.25 1.4 Accumulate DCF, PER16.3x FY18
02/12/18 Phillip 800Super 1.14 1.35 Accumulate DCF, PER17.8x FY18
05/14/18 Phillip 800Super 1.12 1.3 Accumulate DCF, PER19.1x FY18

Stock calls for 29 August 2018


Date Analyst Company Last Target Call Valuation
08/29/18 Phillip Capitamall Trust 2.15 2.05 Neutral DDM
08/29/18 CIMB HMI 0.61 0.79 Add DCF
08/29/18 UOB Kay Hian HMI 0.61 0.84 Buy DCF
08/29/18 CIMB IHH Healthcare 1.85 2.2 Add Sum of parts, Ringgit $6.63 target
08/29/18 Phillip Micro-Mechanics 1.83 2.3 Buy PER17x
08/29/18 CIMB Wing Tai 2 1.97 Hold RNAV (45% discount)
08/29/18 OCBC Wing Tai 2 2.41 Buy RNAV (15% discount)
08/29/18 Lim & Tan Wing Tai 2 0 Buy

Singapore is affected again by China anti-dumping probe.

https://www.businesstimes.com.sg/government-economy/china-to-start-new-anti-dumping-probe-on-some-bisphenol-a-imports

Singapore is an international trading hub and will get affected by China anti-dumping probe because China is our largest trading partner.

Therefore, it is better to build a cordial relationship with China so that we can get exemptions from China if the need arises.

http://sg-stock.blogspot.com/2017/08/omg-singapore-is-part-of-chinas-anti.html

http://sg-stock.blogspot.com/2018/04/singapore-gets-hit-again-with-another.html

Tuesday, August 28, 2018

Yuuzoo - Stock calls


Date Analyst Company Last Target Call Valuation
07/06/17 Lim & Tan Yuuzoo 0.077 0 Sell/Avoid Fraud alert
08/16/17 Lim & Tan Yuuzoo 0.055 0 Sell
12/22/17 Lim & Tan Yuuzoo 0.048 0 Sell
03/20/18 Lim & Tan Yuuzoo 0.038 0 Sell/Avoid

Yongnam - Stock calls


Date Analyst Company Last Target Call Valuation
10/26/17 CIMB Yongnam 0.305 0.53 Add PB0.8x FY18
12/20/17 CIMB Yongnam 0.325 0.53 Add
01/05/18 CIMB Yongnam 0.335 0.53 Add PB0.8x FY18
02/02/18 CIMB Yongnam 0.35 0.53 Add PB0.8x FY18
03/02/18 CIMB Yongnam 0.3 0.57 Add PB0.8x FY19
04/10/18 CIMB Yongnam 0.29 0.57 Add PB0.8x FY19
05/16/18 CIMB Yongnam 0.31 0.56 Add PB0.8x FY19
08/15/18 CIMB Yongnam 0.255 0.45 Add PB0.8x FY19

Yoma - Stock calls


Date Analyst Company Last Target Call Valuation
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
05/03/18 DMG & Partners Yoma 0.43 0.66 Buy Sum of parts
05/31/18 DBS Vickers Yoma 0.4 0.58 Buy RNAV (40% discount)
06/29/18 CIMB Yoma 0.365 0.62 Not Rated Bloomberg consensus

Yanlord - Stock calls


Date Analyst Company Last Target Call Valuation
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)
05/21/18 DBS Vickers Yanlord 1.67 2.27 Buy PER6x FY18
06/06/18 OCBC Yanlord 1.7 2.24 Buy PER6x
08/16/18 OCBC Yanlord 1.51 2.13 Buy PER5.5x
08/20/18 DBS Vickers Yanlord 1.48 2.17 Buy PER5.5x FY18/19

Stock calls for 28 August 2018


Date Analyst Company Last Target Call Valuation
08/28/18 CIMB Capitamall Trust 2.17 2.21 Hold DDM
08/28/18 UOB Kay Hian Capitamall Trust 2.17 2.02 Hold DDM, Buy @ $1.84
08/28/18 phillip Geo Energy 0.22 0.34 Buy PER10x
08/28/18 Kim Eng Guocoland 1.93 1.9 Hold RNAV (45% discount)
08/28/18 UOB Kay Hian HMI 0.62 0.82 Buy DCF
08/28/18 UOB Kay Hian Keppel T&T 1.4 1.51 Hold Sum of parts, Buy @ $1.36
08/28/18 DBS Vickers Koufu 0.655 0.84 Buy PER17x FY19
08/28/18 DMG & Partners Silverlake 0.46 0.57 Buy DCF
08/28/18 DBS Vickers UMS 0.825 0.86 Hold PER10x FY19
08/28/18 Lim & Tan Wheelock Properties 2.2 2.1 Reject offer Offer $2.1
08/28/18 DBS Vickers Y Venture 0.4 0.48 Hold EV/Ebitda19x FY19

Monday, August 27, 2018

This is the reason why we need to avoid property investments in Malaysia.

https://sg.finance.yahoo.com/news/malaysia-bars-foreigners-forest-city-053237909.html

Malaysia is not a place for property investments because of its political instability.  This instability will affect the investment climate and shatter investors' confidence.

The forest city project will fall in prices because Malaysia is going to bar foreigners from investing and living in forest city by not issuing the visas.

Yangzijiang - Stock calls


Date Analyst Company Last Target Call Valuation
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
04/30/18 DBS Vickers Yangzijiang 1.16 1.82 Buy
04/30/18 CIMB Yangzijiang 1.16 1.27 Hold Sum of parts
04/30/18 OCBC Yangzijiang 1.16 1.22 Hold
05/02/18 DBS Vickers Yangzijiang 1.17 1.82 Buy Sum of parts
06/06/18 CIMB Yangzijiang 1.02 1.27 Add Sum of parts
06/12/18 OCBC Yangzijiang 0.995 1.18 Buy Sum of parts
06/25/18 UOB Kay Hian Yangzijiang 0.96 1.3 Buy
07/03/18 DBS Vickers Yangzijiang 0.885 1.82 Buy Sum of parts, PB1.25x
07/03/18 UOB Kay Hian Yangzijiang 0.885 1.3 Buy
07/11/18 CIMB Yangzijiang 0.91 1.27 Add Sum of parts
08/08/18 CIMB Yangzijiang 0.91 1.29 Add Sum of parts
08/10/18 DBS Vickers Yangzijiang 0.99 1.82 Buy Sum of parts