Date | Analyst | Company | Last | Target | Call | Valuation |
01/09/17 | DBS Vickers | Ascendas India Trust | 1.025 | 1.13 | Buy | DDM |
02/01/17 | DBS Vickers | Ascendas India Trust | 1.05 | 1.12 | Buy | DDM |
02/01/17 | Lim & Tan | Ascendas India Trust | 1.05 | 0 | Hold | |
04/27/17 | DBS Vickers | Ascendas India Trust | 1.135 | 1.2 | Buy | DDM |
07/25/17 | DBS Vickers | Ascendas India Trust | 1.16 | 1.15 | Hold | DDM |
10/26/17 | DBS Vickers | Ascendas India Trust | 1.145 | 1.15 | Hold | DDM |
11/27/17 | DBS Vickers | Ascendas India Trust | 1.13 | 1.25 | Buy | DDM |
01/30/18 | DBS Vickers | Ascendas India Trust | 1.13 | 1.25 | Buy | |
04/26/18 | DBS Vickers | Ascendas India Trust | 1.01 | 1.22 | Buy | DDM |
04/26/18 | Jefferies | Ascendas India Trust | 1.01 | 1.2 | Buy | |
05/15/18 | DBS Vickers | Ascendas India Trust | 1.05 | 1.22 | Buy | |
06/26/18 | DBS Vickers | Ascendas India Trust | 1.02 | 1.25 | Buy | DDM |
07/26/18 | DBS Vickers | Ascendas India Trust | 1.09 | 1.25 | Buy | DDM |
Wednesday, September 5, 2018
Ascendas India Trust - Stock calls
Ascendas Hospitality Trust - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/09/17 | DBS Vickers | Ascendas Hospitality Trust | 0.715 | 0.84 | Buy | DCF |
06/19/17 | DBS Vickers | Ascendas Hospitality Trust | 0.81 | 0.88 | Buy | DCF |
01/30/18 | DBS Vickers | Ascendas Hospitality Trust | 0.875 | 0.91 | Buy | |
02/02/18 | Lim & Tan | Ascendas Hospitality Trust | 0.895 | 0 | Hold | |
02/05/18 | DBS Vickers | Ascendas Hospitality Trust | 0.885 | 0.97 | Buy | DCF |
04/17/18 | DBS Vickers | Ascendas Hospitality Trust | 0.8 | 0.97 | Buy | |
06/26/18 | DBS Vickers | Ascendas Hospitality Trust | 0.775 | 0.98 | Buy | DCF |
07/06/18 | DBS Vickers | Ascendas Hospitality Trust | 0.785 | 0.98 | Buy |
Stock calls for 5 September 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
09/05/18 | CIMB | Frasers Centrepoint Trust | 2.29 | 2.49 | Add | DDM |
Singapore stock market fell 1.69% today.
STI fell 1.69% at the close today because of anticipation of the US tariffs against China tonight.
Trump is expected to proceed with the proposed tariffs against China tonight and China will retaliate with the same might.
Let's see how Trump will react after China's retaliation.
Trump is expected to proceed with the proposed tariffs against China tonight and China will retaliate with the same might.
Let's see how Trump will react after China's retaliation.
Tuesday, September 4, 2018
Ascott Reit (ART) - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/04/17 | OCBC | ART | 1.14 | 1.24 | Buy | |
01/04/17 | UOB Kay Hian | ART | 1.14 | 1.3 | Buy | DDM |
01/09/17 | DBS Vickers | ART | 1.16 | 1.32 | Buy | DCF |
01/18/17 | DIR | ART | 1.17 | 1.24 | Outperform | DDM |
01/24/17 | Lim & Tan | ART | 1.17 | 0 | Buy | |
01/25/17 | CIMB | ART | 1.185 | 1.14 | Hold | DDM |
01/25/17 | DBS Vickers | ART | 1.185 | 1.28 | Buy | DCF |
01/25/17 | OCBC | ART | 1.185 | 1.22 | Hold | |
01/31/17 | Credit Suisse | ART | 1.185 | 1.23 | Neutral | |
02/08/17 | DIR | ART | 1.14 | 1.24 | Outperform | DDM |
03/07/17 | Lim & Tan | ART | 1.17 | 0 | Hold | CR = 29 for 100 @ $0.919 |
03/07/17 | UOB Kay Hian | ART | 1.17 | 1.3 | Buy | |
03/08/17 | CIMB | ART | 1.13 | 1 | Reduce | DDM |
03/08/17 | Credit Suisse | ART | 1.13 | 1.11 | Neutral | |
03/08/17 | DIR | ART | 1.13 | 1.12 | Hold | DDM |
03/08/17 | OCBC | ART | 1.13 | 1.16 | Hold | Target $1.105 ex-rights 29-for-100 @ $0.919 |
03/08/17 | UOB Kay Hian | ART | 1.13 | 1.2 | Hold | DDM, Ex rights 29 for 100 $0.919 |
03/23/17 | OCBC | ART | 1.065 | 1.105 | Hold | |
04/06/17 | OCBC | ART | 1.1 | 1.05 | Hold | |
04/11/17 | UOB Kay Hian | ART | 1.09 | 1.2 | Hold | |
04/17/17 | OCBC | ART | 1.09 | 1.105 | Hold | |
04/18/17 | DIR | ART | 1.095 | 1.12 | Hold | |
04/24/17 | DBS Vickers | ART | 1.09 | 1.16 | Buy | DCF, Ex-Rights |
04/24/17 | DIR | ART | 1.09 | 1.08 | Hold | DDM |
04/24/17 | OCBC | ART | 1.09 | 1.09 | Hold | |
04/24/17 | UOB Kay Hian | ART | 1.09 | 1.15 | Hold | DDM, Buy @ $1 or below |
05/25/17 | UOB Kay Hian | ART | 1.12 | 1.17 | Hold | DDM, Buy @ $1 |
05/31/17 | Lim & Tan | ART | 1.125 | 0 | Buy | |
06/01/17 | CIMB | ART | 1.125 | 1.05 | Hold | DDM |
06/01/17 | DBS Vickers | ART | 1.125 | 1.16 | Buy | |
06/01/17 | OCBC | ART | 1.125 | 1.095 | Hold | |
07/04/17 | DBS Vickers | ART | 1.16 | 1.16 | Buy | |
07/04/17 | OCBC | ART | 1.16 | 1.095 | Hold | |
07/20/17 | Lim & Tan | ART | 1.175 | 0 | Sell | |
07/21/17 | CIMB | ART | 1.195 | 1.14 | Hold | DDM |
07/21/17 | DIR | ART | 1.195 | 1.12 | Hold | DDM |
07/21/17 | UOB Kay Hian | ART | 1.195 | 1.18 | Hold | DDM, Buy @ $1 |
07/24/17 | DBS Vickers | ART | 1.21 | 1.28 | Buy | DCF |
08/17/17 | DBS Vickers | ART | 1.18 | 1.28 | Buy | DCF |
09/29/17 | OCBC | ART | 1.18 | 1.1 | Hold | |
10/23/17 | UOB Kay Hian | ART | 1.215 | 1.18 | Hold | |
10/25/17 | OCBC | ART | 1.22 | 1.11 | Hold | |
10/25/17 | CIMB | ART | 1.22 | 1.16 | Hold | DDM |
10/25/17 | DBS Vickers | ART | 1.22 | 1.28 | Buy | DCF |
12/01/17 | UOB Kay Hian | ART | 1.19 | 1.23 | Hold | |
01/29/18 | UOB Kay Hian | ART | 1.26 | 1.23 | Hold | |
01/29/18 | OCBC | ART | 1.26 | 1.16 | Hold | |
01/29/18 | DBS Vickers | ART | 1.26 | 1.34 | Buy | DCF |
03/15/18 | UOB Kay Hian | ART | 1.16 | 1.23 | Hold | |
04/17/18 | DBS Vickers | ART | 1.14 | 1.34 | Buy | |
04/18/18 | Lim & Tan | ART | 1.13 | 0 | Neutral | |
04/19/18 | UOB Kay Hian | ART | 1.14 | 1.23 | Hold | DDM |
04/19/18 | DBS Vickers | ART | 1.14 | 1.3 | Buy | DCF |
07/06/18 | DBS Vickers | ART | 1.09 | 1.3 | Buy | |
07/25/18 | OCBC | ART | 1.13 | 1 | Sell | |
07/25/18 | UOB Kay Hian | ART | 1.13 | 1.18 | Hold | DDM |
07/25/18 | CIMB | ART | 1.13 | 1.16 | Hold | DDM |
07/25/18 | DBS Vickers | ART | 1.13 | 1.25 | Buy | DCF |
08/30/18 | DBS Vickers | ART | 1.08 | 1.25 | Buy | DCF |
APTV - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
04/21/17 | Phillip | APTV | 0.49 | 0.64 | Buy | DCF, EV/Ebitda10.7x |
05/16/17 | Phillip | APTV | 0.55 | 0.64 | Buy | DCF, EV/Ebitda10.7x |
05/17/17 | Amfrasers | APTV | 0.55 | 0.65 | Buy | DDM |
08/15/17 | Phillip | APTV | 0.58 | 0.64 | Buy | |
08/16/17 | Amfrasers | APTV | 0.58 | 0.6 | Buy | DDM |
11/14/17 | Phillip | APTV | 0.605 | 0.64 | Accumulate | |
02/28/18 | Phillip | APTV | 0.575 | 0.62 | Accumulate | |
05/17/18 | Phillip | APTV | 0.465 | 0.52 | Buy | |
07/16/18 | Phillip | APTV | 0.425 | 0.52 | Buy | |
08/07/18 | Phillip | APTV | 0.405 | 0.35 | Reduce |
APAC Realty - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
09/25/17 | Lim & Tan | APAC Realty | 0.66 | 0 | Subscribe | IPO |
11/09/17 | DBS Vickers | APAC Realty | 0.89 | 1.03 | Buy | DCF & PER15x FY18 |
11/13/17 | DBS Vickers | APAC Realty | 0.905 | 1.12 | Buy | DCF & PER15x FY18 |
11/30/17 | DMG & Partners | APAC Realty | 0.885 | 1.2 | Buy | DCF & PER15x FY18 |
12/06/17 | DBS Vickers | APAC Realty | 0.865 | 1.12 | Buy | PER15x FY18 |
01/12/18 | DMG & Partners | APAC Realty | 0.94 | 1.2 | Buy | |
02/19/18 | DBS Vickers | APAC Realty | 1.02 | 1.12 | Buy | |
02/20/18 | DMG & Partners | APAC Realty | 1.06 | 1.2 | Buy | |
02/26/18 | DMG & Partners | APAC Realty | 1.1 | 1.35 | Buy | DCF |
02/26/18 | DBS Vickers | APAC Realty | 1.1 | 1.25 | Buy | DCF & PER15x FY18 |
03/20/18 | DBS Vickers | APAC Realty | 1.19 | 1.42 | Buy | DCF & PER15x FY18 |
04/10/18 | DMG & Partners | APAC Realty | 1.17 | 1.35 | Buy | |
05/10/18 | DBS Vickers | APAC Realty | 1.03 | 1.32 | Buy | DCF & PER15x FY18 |
05/30/18 | DMG & Partners | APAC Realty | 0.905 | 1.35 | Buy | DCF |
06/06/18 | DBS Vickers | APAC Realty | 0.925 | 1.32 | Buy | |
06/18/18 | DBS Vickers | APAC Realty | 0.815 | 1.22 | Buy | DCF |
07/03/18 | DMG & Partners | APAC Realty | 0.785 | 1.35 | Buy | |
07/09/18 | DBS Vickers | APAC Realty | 0.58 | 0.66 | Fully Valued | PER10x FY18 |
07/13/18 | DMG & Partners | APAC Realty | 0.605 | 0.77 | Buy | DCF |
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 |
09/03/18 | DMG & Partners | APAC Realty | 0.57 | 0.77 | Buy | DCF |
Stock calls for 4 September 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
09/04/18 | Lim & Tan | Capitaland | 3.42 | 0 | Buy | |
09/04/18 | OCBC | Comfortdelgro | 2.3 | 2.5 | Hold | |
09/04/18 | DBS Vickers | Comfortdelgro | 2.3 | 2.59 | Buy | |
09/04/18 | OCBC | Frasers Centrepoint Trust | 2.27 | 2.49 | Buy | |
09/04/18 | OCBC | Keppel DC Reit | 1.36 | 1.54 | buy | |
09/04/18 | OCBC | Mapletree North Asia | 1.15 | 1.42 | Buy | |
09/04/18 | DMG & Partners | SGX | 7.42 | 8.4 | Buy | PER23.4x FY19 |
09/04/18 | UOB Kay Hian | SPH | 2.81 | 2.58 | Hold | DCF, Buy @ $2.45 |
09/04/18 | Goldman Sachs | Thai Beverage | 0.645 | 0.74 | Buy | Cut from $0.94 |
09/04/18 | JP Morgan | Thai Beverage | 0.645 | 0.64 | Underweight |
South China sea shoal is a treacherous region.
https://sg.news.yahoo.com/philippines-extricates-warship-south-china-sea-shoal-232756352.html
Philippines navy got grounded in the South China sea shoal which showed that its navy didn't have an in-depth knowledge of the shoal region.
We had stated previously that the South China sea shoal was a treacherous region and no commercial shippers would want to sail there.
http://sg-stock.blogspot.com/2017/01/lets-stop-harping-on-south-china-sea.html
Thus, it is pointless to promote freedom of navigation in such a treacherous region and doing so would cause harm to the commercial shippers.
Philippines navy got grounded in the South China sea shoal which showed that its navy didn't have an in-depth knowledge of the shoal region.
We had stated previously that the South China sea shoal was a treacherous region and no commercial shippers would want to sail there.
http://sg-stock.blogspot.com/2017/01/lets-stop-harping-on-south-china-sea.html
Thus, it is pointless to promote freedom of navigation in such a treacherous region and doing so would cause harm to the commercial shippers.
Monday, September 3, 2018
Mark my words! Singapore price hikes are coming in the future! - Part 2
https://www.channelnewsasia.com/news/singapore/public-transport-operators-may-increase-fares-by-up-to-4-3-10680038
Hahaha! Why am I not surprised?
We have already predicted that price hikes are coming in Singapore.
http://sg-stock.blogspot.com/2018/08/mark-my-words-singapore-price-hikes-are.html
Hahaha! Why am I not surprised?
We have already predicted that price hikes are coming in Singapore.
http://sg-stock.blogspot.com/2018/08/mark-my-words-singapore-price-hikes-are.html
Aoxin Q&M - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
06/01/18 | Phillip | Aoxin Q&M | 0.22 | 0.29 | Not Rated | PER35x FY19 |
Amara - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
04/12/17 | DMG & Partners | Amara | 0.54 | 0.88 | Buy | PB0.65x |
05/17/17 | DMG & Partners | Amara | 0.56 | 0.88 | Buy | PB0.65x |
10/09/17 | DMG & Partners | Amara | 0.53 | 0.88 | Buy | |
11/15/17 | DMG & Partners | Amara | 0.54 | 0.88 | Buy | PB0.65x |
02/26/18 | DMG & Partners | Amara | 0.55 | 0.88 | Buy | PB0.65x |
05/16/18 | DMG & Partners | Amara | 0.515 | 0.88 | Buy | PB0.65x |
08/21/18 | DMG & Partners | Amara | 0.475 | 0.88 | Buy | RNAV (35% discount) |
AIMS AMP Cap Ind Reit - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
05/26/17 | Kim Eng | AIMS AMP Cap Ind Reit | 1.415 | 1.6 | Buy | DDM |
06/22/17 | Kim Eng | AIMS AMP Cap Ind Reit | 1.44 | 1.6 | Buy | |
07/03/17 | Kim Eng | AIMS AMP Cap Ind Reit | 1.48 | 1.6 | Buy | |
10/27/17 | Kim Eng | AIMS AMP Cap Ind Reit | 1.435 | 1.6 | Buy | |
02/01/18 | Lim & Tan | AIMS AMP Cap Ind Reit | 1.37 | 0 | Hold | |
02/02/18 | Kim Eng | AIMS AMP Cap Ind Reit | 1.37 | 1.5 | Buy | |
03/19/18 | DBS Vickers | AIMS AMP Cap Ind Reit | 1.38 | 1.57 | Not Rated | |
04/16/18 | Kim Eng | AIMS AMP Cap Ind Reit | 1.38 | 1.5 | Buy | DDM |
06/19/18 | DBS Vickers | AIMS AMP Cap Ind Reit | 1.38 | 1.55 | Buy | DCF |
07/06/18 | DBS Vickers | AIMS AMP Cap Ind Reit | 1.38 | 1.55 | Buy |
Stock calls for 3 September 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
09/03/18 | Phillip | 800Super | 0.635 | 1.03 | Buy | DCF, PER13x FY19 |
09/03/18 | DMG & Partners | APAC Realty | 0.57 | 0.77 | Buy | DCF |
09/03/18 | UOB Kay Hian | CDL Hospitality | 1.56 | 1.86 | Buy | |
09/03/18 | UOB Kay Hian | CSE Global | 0.445 | 0.58 | Buy | |
09/03/18 | CIMB | Dyna-Mac | 0.107 | 0.13 | Add | PB1.3x CY18 |
09/03/18 | OCBC | Frasers Logistics | 1.1 | 1.18 | Buy | |
09/03/18 | DBS Vickers | Frasers Logistics | 1.1 | 1.2 | Buy | |
09/03/18 | Lim & Tan | Frasers Logistics | 1.1 | 0 | Hold | |
09/03/18 | UOB Kay Hian | OCBC | 11.3 | 13.68 | Buy | |
09/03/18 | DIR | Singtel | 3.23 | 3.47 | Outperform | Sum of parts |
09/03/18 | UOB Kay Hian | Singtel | 3.23 | 3.98 | Buy | |
09/03/18 | CIMB | ST Engineering | 3.34 | 3.8 | Add | |
09/03/18 | UOB Kay Hian | Valuetronics | 0.75 | 0.96 | Buy | |
09/03/18 | OCBC | Viva Industrial | 0.91 | 0.942 | Accept Offer | $0.096 cash & 1.6 ESR-Reit share (New value $0.53) |
09/03/18 | UOB Kay Hian | Wheelock Properties | 2.17 | 2.33 | Buy |
Mahathir scored a win against Singapore.
http://www.asiaone.com/malaysia/hsr-deferred-2-years-malaysia-spared-penalty-payment-singapore-report
Malaysia is spared from any liquidation damage and cancellation fee from the deferment.
What if the HSR is deferred again after 2 years? Is SG going to get any compensation from Malaysia then?
Malaysia is spared from any liquidation damage and cancellation fee from the deferment.
What if the HSR is deferred again after 2 years? Is SG going to get any compensation from Malaysia then?
Saturday, September 1, 2018
Baltic dry index - 1614
Today, Thursday, August 30 2018, the Baltic Dry Index decreased by 47 points, reaching 1614 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 - 1048
The US drilling rig count gained 4 rigs to 1,048 units working for the week ended Aug. 31, according to Baker Hughes data. The count is up 105 units from this time a year ago when the count stood at 943.
Offshore units remained unchanged from last week with 18 units working. A total of 1,028 rigs were drilling on land, up 3 from a week ago. The number of rigs drilling in inland waters was up 1 to 2 units working.
US oil-directed rigs were up 2 from last week at 862 units working, and up from the 759 rigs drilling for oil this week a year ago. Gas-directed rigs also up 2 at 184. This time a year ago, 183 units were drilling for gas.
There was very little movement among the major oil and gas-producing states week-over-week. No state gained or lost more than 1 unit for the week ended Aug. 31.
The three states with a 1 rig gain were Louisiana, 55; Pennsylvania, 41; and Kansas, 1.
Ten states were unchanged this week, namely Texas, 528; North Dakota, 52; Colorado, 30; Wyoming, 29; Ohio, 21; California, 15; West Virginia, 13; Utah, 6; Alaska, 5; and Arkansas, 0.
Down 1 rig, Oklahoma has 139 rigs running. New Mexico also dropped 1 rig, putting its number of rigs working at 102.
Canada saw a 2-week streak of gains reversed for the week ended Aug. 31 with a single-rig loss. The 228 rigs working still surpass the 201 units drilling this week a year ago. Canada dropped 2 oil-directed rigs to reach 151 for the week and gained 1 gas-directed rig to reach 77.
===================
Related stocks: Keppel Corp, Sembcorp Marine & Cosco.
The private blockchain will cannibalize the public blockchain in the future.
The public blockchain is not as secure as initially purported. There is a proven method, 51% attack, to hack the public blockchain, commonly known as a decentralized blockchain.
https://www.coindesk.com/blockchains-feared-51-attack-now-becoming-regular/
The hacking of a decentralized blockchain is not technologically challenging but rather cost challenging. To keep the cost down, hackers have turned to rent mining rigs to hack the public blockchains.
Therefore, as the crypto prices go up, the hacking occurrences will increase too.
The crypto proponents touted the worldwide adoption of cryptocurrencies based on public blockchains had not materialized insofar and looked unlikely to happen because of the demerits of crypto.
http://sg-stock.blogspot.com/2018/01/the-truth-about-bitcoin.html
http://sg-stock.blogspot.com/2018/03/cryptocurrency-is-very-environmental.html
Furthermore, governments and financial institutions are developing and using private blockchains instead of relying on public blockchains and this will render the public blockchains as useless.
http://www.mas.gov.sg/News-and-Publications/Media-Releases/2018/MAS-and-SGX-partner-Anquan-Deloitte-and-Nasdaq-to-harness-blockchain-technology.aspx
https://cointelegraph.com/news/world-banks-blockchain-based-bonds-a-step-toward-adoption
A private blockchain allows the developer to control and monitor the entire blockchain network and maintain the integrity of the system which is suitable for a government and/or financial institution whereas a developer has to cede control on a public blockchain.
In conclusion, we would like to give a prescient warning that the rise of the private blockchain will cannibalize the public blockchain and cryptocurrency.
https://www.coindesk.com/blockchains-feared-51-attack-now-becoming-regular/
The hacking of a decentralized blockchain is not technologically challenging but rather cost challenging. To keep the cost down, hackers have turned to rent mining rigs to hack the public blockchains.
Therefore, as the crypto prices go up, the hacking occurrences will increase too.
The crypto proponents touted the worldwide adoption of cryptocurrencies based on public blockchains had not materialized insofar and looked unlikely to happen because of the demerits of crypto.
http://sg-stock.blogspot.com/2018/01/the-truth-about-bitcoin.html
http://sg-stock.blogspot.com/2018/03/cryptocurrency-is-very-environmental.html
Furthermore, governments and financial institutions are developing and using private blockchains instead of relying on public blockchains and this will render the public blockchains as useless.
http://www.mas.gov.sg/News-and-Publications/Media-Releases/2018/MAS-and-SGX-partner-Anquan-Deloitte-and-Nasdaq-to-harness-blockchain-technology.aspx
https://cointelegraph.com/news/world-banks-blockchain-based-bonds-a-step-toward-adoption
A private blockchain allows the developer to control and monitor the entire blockchain network and maintain the integrity of the system which is suitable for a government and/or financial institution whereas a developer has to cede control on a public blockchain.
In conclusion, we would like to give a prescient warning that the rise of the private blockchain will cannibalize the public blockchain and cryptocurrency.
Friday, August 31, 2018
AEM - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/09/17 | CIMB | AEM | 1.555 | 2.69 | Add | GGM, PB2.95x, PER8x FY18 |
04/26/17 | CIMB | AEM | 2.22 | 3.39 | Add | PER10x FY18, Ex-CB |
05/19/17 | CIMB | AEM | 2.45 | 3.39 | Add | |
05/23/17 | DBS Vickers | AEM | 2.61 | 3.35 | Not Rated | PER10x FY18 |
07/05/17 | CIMB | AEM | 2.2 | 3.39 | Add | PER10x FY18 |
08/04/17 | CIMB | AEM | 2.8 | 3.39 | Add | |
08/10/17 | CIMB | AEM | 2.77 | 3.43 | Add | PER10x FY18 |
10/17/17 | CIMB | AEM | 2.87 | 4.55 | Add | PER10x FY18 |
11/06/17 | CIMB | AEM | 3.39 | 4.55 | Add | PER10x FY19 |
12/20/17 | CIMB | AEM | 3.21 | 4.55 | Add | |
01/10/18 | CIMB | AEM | 3.31 | 4.55 | Add | |
01/24/18 | CIMB | AEM | 4.16 | 5.97 | Add | PER10x CY19 |
02/02/18 | CIMB | AEM | 4.97 | 6.62 | Add | PER10x CY19 |
03/02/18 | CIMB | AEM | 6.3 | 8.19 | Add | PER10x CY19 |
04/03/18 | CIMB | AEM | 6.78 | 8.19 | Add | PER10x FY19 |
04/26/18 | CIMB | AEM | 6.32 | 7.24 | Add | PER10x FY19 |
05/25/18 | CIMB | AEM | 1.47 | 1.78 | Add | 3-for-1 bonus |
08/01/18 | CIMB | AEM | 0.995 | 0.69 | Reduce | PER10x FY19 |
Advancer Global - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
08/04/17 | SAC Advisors | Advancer Global Ltd | 0.285 | 0.36 | Buy | |
03/02/18 | SAC Advisors | Advancer Global Ltd | 0.285 | 0.36 | Buy |
Addvalue - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
04/28/17 | NRA | Addvalue | 0.051 | 0.079 | Not Rated | |
06/08/17 | NRA | Addvalue | 0.057 | 0.079 | Not Rated | |
02/08/18 | NRA | Addvalue | 0.042 | 0.079 | Not Rated | |
04/25/18 | NRA | Addvalue | 0.04 | 0.079 | Not Rated | |
06/08/18 | NRA | Addvalue | 0.041 | 0.052 | Overweight | Mid-point of target $0.0485-$0.0552 |
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.
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 |
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