Date | Analyst | Company | Last | Target | Call | Valuation |
09/10/18 | CIMB | A-Reit | 2.63 | 2.89 | Add | DDM |
09/10/18 | UOB Kay Hian | DISA | 0.008 | 0.013 | Buy | DCF |
09/10/18 | OCBC | Keppel Corp | 6.36 | 8.38 | Buy | Sum of parts |
09/10/18 | Kim Eng | Netlink | 0.785 | 0.93 | Buy | DDM |
09/10/18 | UOB Kay Hian | SATS | 5.01 | 6.1 | Buy | |
09/10/18 | UOB Kay Hian | SIA | 9.62 | 11.1 | Hold | |
09/10/18 | UOB Kay Hian | SIA Engineering | 2.93 | 3.4 | Hold | |
09/10/18 | DBS Vickers | Soilbuild Reit | 0.625 | 0.62 | Hold | |
09/10/18 | OCBC | Soilbuild Reit | 0.625 | 0.69 | Buy | |
09/10/18 | DBS Vickers | SPH | 2.73 | 2.58 | Hold | |
09/10/18 | UOB Kay Hian | ST Engineering | 3.32 | 3.8 | Buy | EV/Invested capital basis |
Monday, September 10, 2018
Stock calls for 10 September 2018
Democracy has prevailed in Singapore gay sex ban.
https://sg.news.yahoo.com/thousands-back-petition-maintain-singapores-gay-sex-ban-071417138.html
Many people do not understand the true meaning of democracy. Democracy is not about individual rights.
Please see below for the definition.
https://www.merriam-webster.com/dictionary/democracy
In a plain form, democracy is the rule of the majority. Therefore, the minority cannot impose its rights and beliefs on the majority under a democratic society. When there is a conflict between the majority and the minority, the democratic government must allow the majority rule to prevail to maintain the peace and order of the democratic society or else it will risk losing credibility and integrity because the government is voted into power by the majority.
Our society cannot accept gays and lesbians' sex or same-sex marriage in Singapore. Therefore, these people cannot impose their values on the society and disrupt the peace and order.
We must not allow selective democracy to prevail because it is a prejudiced system.
Many people do not understand the true meaning of democracy. Democracy is not about individual rights.
Please see below for the definition.
https://www.merriam-webster.com/dictionary/democracy
In a plain form, democracy is the rule of the majority. Therefore, the minority cannot impose its rights and beliefs on the majority under a democratic society. When there is a conflict between the majority and the minority, the democratic government must allow the majority rule to prevail to maintain the peace and order of the democratic society or else it will risk losing credibility and integrity because the government is voted into power by the majority.
Our society cannot accept gays and lesbians' sex or same-sex marriage in Singapore. Therefore, these people cannot impose their values on the society and disrupt the peace and order.
We must not allow selective democracy to prevail because it is a prejudiced system.
Saturday, September 8, 2018
China's export growth is still powering ahead despite US tariffs.
https://www.bloombergquint.com/china/2018/09/08/china-s-export-growth-in-august-beats-forecasts-in-yuan-terms#gs.kCwr08Y
The RMB depreciation is helping China's export growth because it helps to cushion against the US tariffs. The consumer consumption is also showing no letdown because the import is also growing.
This shows that the Chinese have high savings to withstand the US tariffs.
The RMB depreciation is helping China's export growth because it helps to cushion against the US tariffs. The consumer consumption is also showing no letdown because the import is also growing.
This shows that the Chinese have high savings to withstand the US tariffs.
Baltic dry index - 1484
Today, Thursday, September 7 2018, the Baltic Dry Index climbed by 7 points, reaching 1484 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
HOUSTON, Sept. 7 (Xinhua) -- The number of active drilling rigs in the United States stayed steady this week, showed weekly data released by Baker Hughes on Friday.
The Houston-based oilfield services company reported that the U.S. count remained at 1,048 drilling rigs, but still 104 more than that this time last year.
The number of rigs operating in U.S. oil fields decreased by two to a total of 860, while the number of rigs drilling for gas gained two to a total of 186 this week. The count of miscellaneous rigs remained level at two.
U.S. oil price slightly decreased by 0.03 percent on Friday amid higher U.S. dollar index, strong monthly payroll data in the country, as well as new tariff threat on imported goods from China.
The West Texas Intermediate (WTI) for October delivery decreased 0.02 U.S. dollar to settle at 67.75 dollars a barrel on the New York Mercantile Exchange, while Brent crude for November delivery added 0.49 dollar to 76.99 dollars a barrel on the London ICE Futures Exchange.
=====================
Related stocks: Keppel Corp, Sembcorp Marine & Cosco
Trump has another additional tariff for $267b of Chinese goods.
https://finance.yahoo.com/news/trump-threatens-tariffs-another-267-161253830.html
Besides the impending tariffs on $200b Chinese goods, Trump has another tariff for $267b of Chinese goods. By then, Trump will have imposed tariffs on all Chinese goods.
However, Trump doesn't understand China's resolve to defend itself by imposing in-kind retaliation and US consumers have limited savings to withstand the price hikes from the tariffs.
What is Trump going to do next after imposing tariffs on all Chinese goods?
Besides the impending tariffs on $200b Chinese goods, Trump has another tariff for $267b of Chinese goods. By then, Trump will have imposed tariffs on all Chinese goods.
However, Trump doesn't understand China's resolve to defend itself by imposing in-kind retaliation and US consumers have limited savings to withstand the price hikes from the tariffs.
What is Trump going to do next after imposing tariffs on all Chinese goods?
Friday, September 7, 2018
Banyan Tree - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
08/04/17 | phillip | Banyan Tree | 0.565 | 0.77 | Buy | Sum of parts |
08/14/17 | phillip | Banyan Tree | 0.55 | 0.74 | Buy | Sum of parts, PB0.87x FY18 |
09/12/17 | UOB Kay Hian | Banyan Tree | 0.64 | 0.93 | Buy | Sum of parts, EV/Ebitda12.9x FY18 |
09/27/17 | UOB Kay Hian | Banyan Tree | 0.62 | 0.92 | Buy | Sum of parts, EV/Ebitda12.9x FY18 |
11/09/17 | UOB Kay Hian | Banyan Tree | 0.62 | 0.92 | Buy | Sum of parts |
11/13/17 | phillip | Banyan Tree | 0.605 | 0.71 | Accumulate | Sum of parts, PB0.7x FY18 |
01/11/18 | UOB Kay Hian | Banyan Tree | 0.63 | 0.92 | Buy | Sum of parts |
02/28/18 | UOB Kay Hian | Banyan Tree | 0.62 | 0.92 | Buy | Sum of parts |
03/01/18 | phillip | Banyan Tree | 0.605 | 0.71 | Accumulate | Sum of parts |
03/05/18 | UOB Kay Hian | Banyan Tree | 0.585 | 0.92 | Buy | |
04/20/18 | UOB Kay Hian | Banyan Tree | 0.605 | 1 | Buy | Sum of parts |
05/16/18 | UOB Kay Hian | Banyan Tree | 0.58 | 1 | Buy | Sum of parts |
05/17/18 | phillip | Banyan Tree | 0.575 | 0.73 | Accumulate | Sum of parts, PB0.94x FY18 |
07/16/18 | phillip | Banyan Tree | 0.525 | 0.73 | Accumulate | Sum of parts, PB0.94x FY18 |
08/15/18 | UOB Kay Hian | Banyan Tree | 0.535 | 1 | Buy | Sum of parts |
08/24/18 | phillip | Banyan Tree | 0.54 | 0.73 | Accumulate | Sum of parts, PB0.94x FY18 |
Ayonda - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
08/31/18 | phillip | Ayonda | 0.009 | 0.22 | Buy | Price to sales 6x FY18 |
Avi-Tech - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/09/17 | Lim & Tan | Avi-Tech | 0.335 | 0 | Buy | |
03/29/17 | DMG & Partners | Avi-Tech | 0.4 | 0.52 | Buy | DCF, PER5.7x FY18, Ex-cash |
05/15/17 | DMG & Partners | Avi-Tech | 0.44 | 0.52 | Buy | DCF |
08/07/17 | DMG & Partners | Avi-Tech | 0.51 | 0.52 | Buy | |
08/21/17 | DMG & Partners | Avi-Tech | 0.47 | 0.59 | Buy | DCF, PER12x FY18 |
08/21/17 | Lim & Tan | Avi-Tech | 0.47 | 0 | Buy | |
11/14/17 | DMG & Partners | Avi-Tech | 0.525 | 0.59 | Buy | DCF, PER12x FY18 |
01/24/18 | DMG & Partners | Avi-Tech | 0.48 | 0.59 | Buy | DCF, PER12x FY18 |
02/20/18 | DMG & Partners | Avi-Tech | 0.49 | 0.59 | Buy | |
05/08/18 | DMG & Partners | Avi-Tech | 0.455 | 0.46 | Neutral | DCF, PER11.5x FY19 |
05/16/18 | DMG & Partners | Avi-Tech | 0.44 | 0.43 | Neutral | DCF, PER11.5x FY19 |
06/27/18 | DMG & Partners | Avi-Tech | 0.39 | 0.43 | Neutral |
Stock calls for 7 September 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
09/07/18 | OCBC | A-Reit | 2.69 | 2.71 | Hold | |
09/07/18 | DBS Vickers | APAC Realty | 0.565 | 0.62 | Hold | PER10x FY19 |
09/07/18 | OCBC | Frasers Logistics | 1.08 | 1.19 | Buy | |
09/07/18 | phillip | Geo Energy | 0.22 | 0.34 | Buy | |
09/07/18 | phillip | Golden Energy | 0.255 | 0.41 | Buy | |
09/07/18 | UOB Kay Hian | M1 | 1.57 | 1.55 | Sell | |
09/07/18 | DMG & Partners | Silverlake | 0.445 | 0.57 | Buy |
The US is starting an economic imperialism programme for developing countries.
https://sg.finance.yahoo.com/news/proposed-us-initiative-aims-apos-065000915.html
While the US accuses China of economic imperialism, it is starting its own imperialism programme for developing countries with the BUILD programme, albeit at a much smaller fund than China's BRI.
If you think the US won't impose any unreasonable conditions, you will be dead wrong about it because the US will only think of its own benefits. A good example would be the abandoned TPP by the US because it couldn't impose more unreasonable conditions on other countries on top of the ISDS.
https://sg-stock.blogspot.com/2017/05/fearmongering-by-western-media.html
While the US accuses China of economic imperialism, it is starting its own imperialism programme for developing countries with the BUILD programme, albeit at a much smaller fund than China's BRI.
If you think the US won't impose any unreasonable conditions, you will be dead wrong about it because the US will only think of its own benefits. A good example would be the abandoned TPP by the US because it couldn't impose more unreasonable conditions on other countries on top of the ISDS.
https://sg-stock.blogspot.com/2017/05/fearmongering-by-western-media.html
The US is finding an excuse to attack Syria now.
https://sg.news.yahoo.com/u-seen-evidence-syria-preparing-chemical-weapons-idlib-001207754.html
The US is using the same tactic to launch an attack against Syria now. The US also said the same thing about Iraq possessing WMDs before the US attacked Iraq but couldn't find any WMDs at the end.
The US is using the same tactic to launch an attack against Syria now. The US also said the same thing about Iraq possessing WMDs before the US attacked Iraq but couldn't find any WMDs at the end.
Thursday, September 6, 2018
Astaka - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
08/24/17 | NRA | Astaka | 0.092 | 0.13 | Overweight | RNAV (56% discount) |
Aspen - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
09/29/17 | CIMB | Aspen | 0.23 | 0.29 | Add | |
10/20/17 | DMG & Partners | Aspen | 0.22 | 0.31 | Buy | RNAV (45% discount) |
11/14/17 | CIMB | Aspen | 0.22 | 0.29 | Add | RNAV (45% discount) |
04/02/18 | CIMB | Aspen | 0.215 | 0.29 | Add | RNAV (45% discount) |
Asiaphos - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
09/14/17 | NRA | Asiaphos | 0.095 | 0.167 | Overweight |
Stock calls for 6 September 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
09/06/18 | Kim Eng | Bukit Sembawang | 5.92 | 5.1 | Hold | |
09/06/18 | Kim Eng | Capitaland | 3.35 | 3.8 | Buy | |
09/06/18 | Kim Eng | City Developments | 8.96 | 10.4 | Hold | |
09/06/18 | Kim Eng | Guocoland | 1.88 | 1.9 | Hold | |
09/06/18 | Kim Eng | Ho Bee | 2.59 | 3.05 | Buy | |
09/06/18 | DBS Vickers | Keppel Corp | 6.44 | 9 | Buy | |
09/06/18 | OCBC | OUE | 1.57 | 2.25 | Buy | |
09/06/18 | Kim Eng | Oxley | 0.345 | 0.36 | Hold | |
09/06/18 | DBS Vickers | Sembcorp Industries | 2.75 | 3.9 | Buy | |
09/06/18 | DBS Vickers | Sembcorp Marine | 1.68 | 2.5 | Buy | |
09/06/18 | DMG & Partners | ST Engineering | 3.26 | 3.97 | Buy | |
09/06/18 | Kim Eng | Starhub | 1.61 | 1.96 | Buy | DCF |
09/06/18 | UOB Kay Hian | Starhub | 1.61 | 1.85 | Hold | DCF |
09/06/18 | CIMB | Starhub | 1.61 | 1.85 | Add | DCF |
09/06/18 | DBS Vickers | Starhub | 1.61 | 1.42 | Hold | EV/Ebitda5.6x |
09/06/18 | DMG & Partners | Starhub | 1.61 | 1.78 | Neutral | DCF |
09/06/18 | CIMB | Synagie | 0.215 | 0.34 | Add | Price-to-Sales 2.2x CY19 |
09/06/18 | Kim Eng | UOL | 6.76 | 8.8 | Buy |
Turkey has chosen Russia over US.
https://sg.finance.yahoo.com/news/turkey-begins-constructing-russian-missile-040900524.html
With the purchase and installation of Russian S400 defence missile system, Turkey has blatantly defected from NATO and the USA.
Turkey, Russia, Syria and Iran will be the new coalition against Nato and the USA in the Middle East. Furthermore, Iraq is also likely to join the new coalition if the USA continues its overbearing tactics against Iraq.
https://sg-stock.blogspot.com/2017/09/turkey-has-defected-from-nato.html
With the purchase and installation of Russian S400 defence missile system, Turkey has blatantly defected from NATO and the USA.
Turkey, Russia, Syria and Iran will be the new coalition against Nato and the USA in the Middle East. Furthermore, Iraq is also likely to join the new coalition if the USA continues its overbearing tactics against Iraq.
https://sg-stock.blogspot.com/2017/09/turkey-has-defected-from-nato.html
Trump had indicated that he would proceed with the $200b tariffs against china goods.
Trump had indicated that he would proceed with the $200b tariffs against China goods by refusing to strike any deal with China this time.
China has just announced that it will retaliate if the US proceeds with the proposed tariffs.
https://sg.finance.yahoo.com/news/china-says-retaliate-u-implements-tariffs-072843016--business.html
China has just announced that it will retaliate if the US proceeds with the proposed tariffs.
https://sg.finance.yahoo.com/news/china-says-retaliate-u-implements-tariffs-072843016--business.html
Wednesday, September 5, 2018
Japan typhoon - September 2018
https://www.theguardian.com/world/video/2018/sep/04/ship-crashes-into-airport-bridge-as-typhoon-jebi-reaches-japan-video
Asian Healthcare - Stock calls
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Date | Analyst | Company | Last | Target | Call | Valuation |
06/18/18 | NRA | Asian Healthcare | 0.27 | 0.355 | Not Rated | PER24.2x FY19, EV/Ebitda16.18x FY19, Mid-point of target $0.33-$0.38 |
07/11/18 | UOB Kay Hian | Asian Healthcare | 0.24 | 0.33 | Buy | PER19.4x FY19 |
Ascendas India Trust - Stock calls
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 |
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 |
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