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Monday, September 17, 2018

China Aviation Oil - Stock calls


Date Analyst Company Last Target Call Valuation
01/03/17 UOB Kay Hian China Aviation Oil 1.4 1.9 Buy
01/05/17 UOB Kay Hian China Aviation Oil 1.4 2.01 Buy PER14.4x FY17
01/13/17 DBS Vickers China Aviation Oil 1.505 1.7 Buy
01/17/17 CIMB China Aviation Oil 1.505 2 Add PER13x CY18
02/24/17 DBS Vickers China Aviation Oil 1.51 1.85 Buy PER12x FY18
02/24/17 UOB Kay Hian China Aviation Oil 1.51 2.21 Buy PER14.4x FY17
02/27/17 CIMB China Aviation Oil 1.525 2.28 Add PER13x FY18
02/27/17 phillip China Aviation Oil 1.525 2 Buy PER11.7x FY17
02/28/17 Edison China Aviation Oil 1.525 2.04 Buy DCF
03/02/17 UOB Kay Hian China Aviation Oil 1.525 2.21 Buy
03/03/17 DMG & Partners China Aviation Oil 1.5 1.83 Buy PER11.2x FY17, PEG1x FY17
03/17/17 DBS Vickers China Aviation Oil 1.475 1.85 Buy
03/24/17 CIMB China Aviation Oil 1.465 2.28 Add PER13x FY18
04/03/17 UOB Kay Hian China Aviation Oil 1.525 2.21 Buy
04/10/17 CIMB China Aviation Oil 1.64 2.28 Add PER13x FY18
04/20/17 UOB Kay Hian China Aviation Oil 1.63 2.26 Buy PER14.4x FY17
04/21/17 phillip China Aviation Oil 1.635 2 Buy PER11.7x
04/26/17 DMG & Partners China Aviation Oil 1.625 1.9 Buy PER11.3x FY17, PEG0.68x FY17
05/03/17 UOB Kay Hian China Aviation Oil 1.62 2.26 Buy
05/31/17 CIMB China Aviation Oil 1.685 2.28 Add
06/09/17 CIMB China Aviation Oil 1.65 2.2 Buy PER13x FY18
06/13/17 UOB Kay Hian China Aviation Oil 1.685 2.01 Buy
06/28/17 DMG & Partners China Aviation Oil 1.665 1.9 Buy PER11.3x FY17, PEG0.68x FY17
07/03/17 UOB Kay Hian China Aviation Oil 1.67 2.26 Buy PER14.4x FY17
07/27/17 DBS Vickers China Aviation Oil 1.765 1.85 Buy PER12x FY18
07/28/17 DMG & Partners China Aviation Oil 1.67 1.9 Buy PER11.3x FY17, PEG0.61x FY17
07/28/17 CIMB China Aviation Oil 1.67 2.08 Add PER13x FY18
07/31/17 phillip China Aviation Oil 1.65 2 Buy PER11.7x
07/31/17 DBS Vickers China Aviation Oil 1.65 2.08 Buy PER13x FY18
08/17/17 UOB Kay Hian China Aviation Oil 1.535 2.26 Buy
08/17/17 Edison China Aviation Oil 1.535 2.11 Buy
11/03/17 UOB Kay Hian China Aviation Oil 1.76 2.26 Buy PER14.4x FY17
11/03/17 DMG & Partners China Aviation Oil 1.76 1.8 Neutral PER12x FY17
11/03/17 CIMB China Aviation Oil 1.76 2.08 Add PER13x FY18
11/03/17 DBS Vickers China Aviation Oil 1.76 2.08 Buy
11/06/17 phillip China Aviation Oil 1.67 2 Buy PER11.5x FY18
11/06/17 Edison China Aviation Oil 1.67 1.88 Buy
01/31/18 DBS Vickers China Aviation Oil 1.65 2.08 Buy PER13x FY18
03/01/18 CIMB China Aviation Oil 1.58 2.03 Add PER12.5x CY19
03/01/18 DMG & Partners China Aviation Oil 1.58 1.6 Neutral DCF, PER11.3x FY18
03/01/18 UOB Kay Hian China Aviation Oil 1.58 2.13 Buy PER13.5x FY18
03/02/18 DBS Vickers China Aviation Oil 1.51 1.98 Buy PER13x FY18
03/02/18 phillip China Aviation Oil 1.51 2 Buy PER13.3x
03/20/18 DMG & Partners China Aviation Oil 1.54 1.8 Buy PER12.2x FY18, PEG1x FY18
04/03/18 Edison China Aviation Oil 1.56 1.82 Buy DCF
05/10/18 CIMB China Aviation Oil 1.56 2.03 Add PER12.5x FY19
05/10/18 UOB Kay Hian China Aviation Oil 1.56 2.13 Buy PER13.5x FY18
05/11/18 phillip China Aviation Oil 1.58 2 Buy PER13.3x FY18
05/11/18 DMG & Partners China Aviation Oil 1.58 1.8 Buy DCF & PER12.2x FY18 & PEG1x FY18
06/20/18 CIMB China Aviation Oil 1.52 2.03 Add PER12.5x CY19
07/03/18 DMG & Partners China Aviation Oil 1.5 1.8 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
08/03/18 phillip China Aviation Oil 1.53 2 Buy PER12.8x FY18
08/06/18 DMG & Partners China Aviation Oil 1.54 1.75 Buy Sum of parts, PER11.4x FY18
08/07/18 DBS Vickers China Aviation Oil 1.58 1.98 Buy PER13x FY18

Centurion - Stock calls


Date Analyst Company Last Target Call Valuation
02/06/17 phillip Centurion 0.36 0.42 Buy
03/02/17 DMG & Partners Centurion 0.405 0.39 Neutral DCF
03/02/17 Kim Eng Centurion 0.405 0.41 Hold DCF
03/03/17 phillip Centurion 0.4 0.42 Accumulate DCF
03/31/17 Lim & Tan Centurion 0.41 0 Hold
04/03/17 phillip Centurion 0.42 0.42 Accumulate DCF
05/19/17 phillip Centurion 0.445 0.48 Accumulate DCF
08/11/17 Kim Eng Centurion 0.545 0.55 Hold DCF
08/11/17 phillip Centurion 0.545 0.59 Accumulate DCF
11/10/17 phillip Centurion 0.535 0.59 Accumulate DCF
03/01/18 DMG & Partners Centurion 0.515 0.47 Neutral DCF
03/01/18 Kim Eng Centurion 0.515 0.5 Hold DCF
06/27/18 DMG & Partners Centurion 0.455 0.47 Neutral
08/10/18 DMG & Partners Centurion 0.45 0.47 Neutral

CEI - Stock calls


Date Analyst Company Last Target Call Valuation
02/14/17 CIMB CEI 0.94 1.11 Add PER9.2x FY18
07/05/17 CIMB CEI 1.06 1.11 Add PER9.2x FY18
08/28/17 CIMB CEI 1.025 1.08 Add PER9.74x
02/12/18 CIMB CEI 1 1.02 Hold PER10.48x

Stock calls for 17 September 2018


Date Analyst Company Last Target Call Valuation
09/17/18 Kim Eng ART 1.07 1.15 Hold DDM
09/17/18 Kim Eng CDL Hospitality 1.56 1.8 Buy DDM
09/17/18 DBS Vickers Chip Eng Seng 0.845 0.75 Hold
09/17/18 DMG & Partners DBS 24.85 30.3 Buy
09/17/18 DBS Vickers ESR-Reit 0.5 0.59 Buy DCF
09/17/18 Kim Eng Far East Hospitality 0.635 0.75 Buy DDM
09/17/18 Kim Eng Frasers Hospitality Trust 0.69 0.8 Buy DDM
09/17/18 UOB Kay Hian Keppel T&T 1.34 1.51 Hold Sum of parts, Buy @ $1.30
09/17/18 UOB Kay Hian Netlink 0.785 0.95 Buy DCF
09/17/18 Kim Eng ST Engineering 3.53 4.35 Buy DCF

Singapore NODX grew 5% in August 2018.

https://www.straitstimes.com/business/economy/singapore-non-oil-exports-up-5-in-august-thanks-again-to-pharma-as-slide-in?xtor=CS11-86

Year on year changes (YOY):

August 2018: 5%
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%

http://sg-stock.blogspot.com/2018/08/singapore-nodx-in-july-2018-increased.html

The revised $200b tariffs against China.

https://sg.finance.yahoo.com/news/report-trump-going-ahead-plans-210131994.html

Trump is proceeding with the tariffs against $200b China goods but will lower the tariffs to 10% instead of the original 25%.

Although the tariff percentage is lowered to 10%, it is still an unfriendly gesture prior to the trade talk.  China will retaliate with its own tariffs and nothing will come out good from the trade talk.

Temasek has lost in another investment again.

https://www.theonlinecitizen.com/2018/09/15/temasek-loses-at-least-s1-2b-in-5-months-for-betting-on-bayer/amp/

Sigh! Another investment loss for Temasek!

No wonder everything is going up in Singapore to make up for Temasek loss.

Saturday, September 15, 2018

Baltic dry index - 1366

Today, Friday, September 14 2018, the Baltic Dry Index decreased by 16 points, reaching 1366 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.
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Related stocks: Sembcorp Marine, Cosco & Pan Ocean.

US rig count - 1055

HOUSTON, Sept. 14 (Xinhua) -- The number of active drilling rigs in the United States increased by seven to 1,055 this week, or 119 more than that this time last year, showed weekly data released by Baker Hughes on Friday.
The Houston-based oilfield services company reported that the U.S. state of Louisiana and Pennsylvania led the gain with increasing by three rigs, while Texas decreased by three to 525.
The number of rigs operating in U.S. oil fields gained seven to a total of 867 rigs this week, and more than half of the oil rigs were located in the Permian Basin region of western Texas and southeastern New Mexico. The number of rigs drilling for gas remained level at 186 this week. The count of miscellaneous rigs held steady at two.
Oil prices settled mixed on Friday as traders assessed the potential impact of U.S. sanctions on Iran.
The West Texas Intermediate for October delivery rose 40 U.S. cents to settle at 68.99 dollars a barrel on the New York Mercantile Exchange, while Brent crude for November delivery lost 9 cents to 78.09 dollars a barrel on the London ICE Futures Exchange.
====================
Related stocks: Keppel Corp, Sembcorp Marine & Cosco.

Friday, September 14, 2018

CDL Hospitality - Stock calls


Date Analyst Company Last Target Call Valuation
01/04/17 OCBC CDL Hospitality 1.355 1.48 Buy
01/09/17 DBS Vickers CDL Hospitality 1.39 1.59 Buy
01/18/17 DIR CDL Hospitality 1.4 1.49 Outperform
01/27/17 CIMB CDL Hospitality 1.42 1.42 Hold DDM
01/27/17 DBS Vickers CDL Hospitality 1.42 1.65 Buy DCF
01/27/17 DIR CDL Hospitality 1.42 1.5 Outperform DDM
01/27/17 DMG & Partners CDL Hospitality 1.42 1.47 Neutral
01/27/17 OCBC CDL Hospitality 1.42 1.46 Hold
01/27/17 UOB Kay Hian CDL Hospitality 1.42 1.47 Hold DDM
01/31/17 Credit Suisse CDL Hospitality 1.415 1.53 Outperform
03/07/17 UOB Kay Hian CDL Hospitality 1.39 1.47 Hold
03/10/17 DMG & Partners CDL Hospitality 1.385 1.47 Neutral
04/03/17 CIMB CDL Hospitality 1.435 1.42 Hold
04/07/17 DMG & Partners CDL Hospitality 1.48 1.47 Neutral
04/11/17 UOB Kay Hian CDL Hospitality 1.47 1.47 Hold DDM
04/18/17 DIR CDL Hospitality 1.49 1.5 Outperform
04/27/17 Credit Suisse CDL Hospitality 1.51 1.64 Outperform
04/27/17 DBS Vickers CDL Hospitality 1.51 1.7 Buy DCF
04/27/17 DIR CDL Hospitality 1.51 1.59 Outperform DDM
04/27/17 DMG & Partners CDL Hospitality 1.51 1.62 Buy DDM
04/27/17 OCBC CDL Hospitality 1.51 1.49 Hold
05/08/17 DBS Vickers CDL Hospitality 1.54 1.75 Buy DCF
05/08/17 DIR CDL Hospitality 1.54 1.65 Outperform DDM
05/08/17 OCBC CDL Hospitality 1.54 1.51 Hold
05/25/17 UOB Kay Hian CDL Hospitality 1.615 1.62 Hold
06/12/17 DBS Vickers CDL Hospitality 1.61 1.75 Buy
06/13/17 CIMB CDL Hospitality 1.63 1.52 Hold DDM
06/16/17 DIR CDL Hospitality 1.64 1.72 Outperform DDM
06/29/17 DMG & Partners CDL Hospitality 1.63 1.7 Buy DDM
06/29/17 OCBC CDL Hospitality 1.63 1.52 Hold Ex-rights $1.48 (20-for-100 @ $1.28)
07/04/17 DIR CDL Hospitality 1.62 1.58 Hold DDM
07/04/17 OCBC CDL Hospitality 1.62 1.48 Hold Ex-rights
07/12/17 DMG & Partners CDL Hospitality 1.56 1.7 Buy DDM
07/31/17 UOB Kay Hian CDL Hospitality 1.59 1.62 Hold DDM
07/31/17 OCBC CDL Hospitality 1.59 1.525 Hold
07/31/17 CIMB CDL Hospitality 1.59 1.56 Hold DDM
07/31/17 Credit Suisse CDL Hospitality 1.59 1.7 Outperform
07/31/17 DBS Vickers CDL Hospitality 1.59 1.75 Buy DCF
08/21/17 OCBC CDL Hospitality 1.62 1.525 Hold
08/28/17 DBS Vickers CDL Hospitality 1.605 1.75 Buy
09/21/17 DMG & Partners CDL Hospitality 1.6 1.7 Buy
10/11/17 DBS Vickers CDL Hospitality 1.64 1.75 Buy
10/23/17 UOB Kay Hian CDL Hospitality 1.63 1.62 Hold
10/23/17 DIR CDL Hospitality 1.63 1.61 Hold DDM
10/30/17 DMG & Partners CDL Hospitality 1.63 1.7 Buy
10/30/17 UOB Kay Hian CDL Hospitality 1.63 1.7 Hold DDM
10/30/17 OCBC CDL Hospitality 1.63 1.555 Hold
10/30/17 CIMB CDL Hospitality 1.63 1.62 Hold DDM
10/30/17 DBS Vickers CDL Hospitality 1.63 1.75 Buy DCF
11/20/17 DIR CDL Hospitality 1.64 1.61 Hold
12/01/17 UOB Kay Hian CDL Hospitality 1.65 1.88 Buy
12/18/17 DBS Vickers CDL Hospitality 1.66 1.95 Buy
01/04/18 UOB Kay Hian CDL Hospitality 1.69 1.88 Buy DDM
01/04/18 CIMB CDL Hospitality 1.69 1.77 Add
01/05/18 DMG & Partners CDL Hospitality 1.72 1.7 Buy
01/29/18 CIMB CDL Hospitality 1.82 1.92 Add DDM
01/29/18 DMG & Partners CDL Hospitality 1.82 1.95 Buy DDM
01/29/18 UOB Kay Hian CDL Hospitality 1.82 1.95 Buy DDM
01/29/18 OCBC CDL Hospitality 1.82 1.6 Sell
01/29/18 DBS Vickers CDL Hospitality 1.82 2 Buy
02/13/18 UOB Kay Hian CDL Hospitality 1.64 1.95 Buy
02/20/18 DBS Vickers CDL Hospitality 1.68 2 Buy
03/02/18 UOB Kay Hian CDL Hospitality 1.66 1.95 Buy
03/06/18 UOB Kay Hian CDL Hospitality 1.65 1.82 Buy
03/15/18 UOB Kay Hian CDL Hospitality 1.69 1.95 Buy
04/03/18 UOB Kay Hian CDL Hospitality 1.69 1.95 Buy DDM
04/10/18 CIMB CDL Hospitality 1.72 1.92 Add
04/17/18 DBS Vickers CDL Hospitality 1.72 2 Buy DCF
05/02/18 UOB Kay Hian CDL Hospitality 1.78 1.95 Buy
05/02/18 DMG & Partners CDL Hospitality 1.78 1.95 Buy DDM
05/02/18 OCBC CDL Hospitality 1.78 1.6 Hold
05/02/18 CIMB CDL Hospitality 1.78 1.92 Add DDM
05/08/18 DBS Vickers CDL Hospitality 1.73 2 Buy
06/04/18 UOB Kay Hian CDL Hospitality 1.68 1.95 Buy DDM
06/08/18 CIMB CDL Hospitality 1.66 1.92 Add DDM
06/26/18 DBS Vickers CDL Hospitality 1.61 2 Buy
07/04/18 UOB Kay Hian CDL Hospitality 1.53 1.95 Buy
07/06/18 DBS Vickers CDL Hospitality 1.58 2 Buy
07/30/18 OCBC CDL Hospitality 1.65 1.42 Sell
07/30/18 UOB Kay Hian CDL Hospitality 1.65 1.86 Buy
07/30/18 CIMB CDL Hospitality 1.65 1.78 Add DDM
07/30/18 DBS Vickers CDL Hospitality 1.65 1.95 Buy DCF
08/13/18 OCBC CDL Hospitality 1.5 1.42 Hold
08/17/18 UOB Kay Hian CDL Hospitality 1.54 1.86 Buy
08/24/18 DBS Vickers CDL Hospitality 1.52 1.95 Buy
09/03/18 UOB Kay Hian CDL Hospitality 1.56 1.86 Buy

CapitaRetail China - Stock calls


Date Analyst Company Last Target Call Valuation
01/27/17 DIR CapitaRetail China 1.41 1.29 Underperform DDM
01/27/17 OCBC CapitaRetail China 1.41 1.56 Buy
01/31/17 DBS Vickers CapitaRetail China 1.41 1.6 Buy DCF
01/31/17 Phillip CapitaRetail China 1.41 1.44 Hold DDM
02/17/17 JP Morgan CapitaRetail China 1.42 1.55 Overweight
03/15/17 OCBC CapitaRetail China 1.415 1.56 Buy
04/18/17 DIR CapitaRetail China 1.475 1.29 Underperform
04/24/17 OCBC CapitaRetail China 1.515 1.58 Buy
04/25/17 DBS Vickers CapitaRetail China 1.495 1.68 Buy DCF
04/25/17 DIR CapitaRetail China 1.495 1.31 Underperform DDM
04/25/17 Phillip CapitaRetail China 1.495 1.44 Neutral DDM
07/12/17 OCBC CapitaRetail China 1.61 1.58 Hold
07/28/17 DIR CapitaRetail China 1.63 1.21 Underperform DDM
07/28/17 OCBC CapitaRetail China 1.63 1.55 Hold
07/28/17 DBS Vickers CapitaRetail China 1.63 1.7 Buy
07/31/17 Phillip CapitaRetail China 1.645 1.64 Neutral DDM
08/17/17 DBS Vickers CapitaRetail China 1.585 1.7 Buy DCF
09/15/17 OCBC CapitaRetail China 1.62 1.59 Hold
10/24/17 OCBC CapitaRetail China 1.685 1.61 Hold
10/24/17 DBS Vickers CapitaRetail China 1.685 1.8 Buy DCF, PB1.07x
10/25/17 Phillip CapitaRetail China 1.66 1.64 Neutral DDM
11/30/17 OCBC CapitaRetail China 1.65 1.63 Hold
12/04/17 Phillip CapitaRetail China 1.64 1.66 Neutral DDM
12/13/17 DBS Vickers CapitaRetail China 1.6 1.75 Buy DCF
02/01/18 DBS Vickers CapitaRetail China 1.69 1.8 Buy DCF
02/01/18 OCBC CapitaRetail China 1.69 1.66 Hold
02/02/18 Phillip CapitaRetail China 1.67 1.66 Neutral DDM, PB1.02x
03/19/18 DBS Vickers CapitaRetail China 1.58 1.8 Buy
03/28/18 OCBC CapitaRetail China 1.55 1.66 Buy
04/27/18 OCBC CapitaRetail China 1.55 1.66 Buy
04/30/18 Phillip CapitaRetail China 1.55 1.66 Accumulate DDM
07/03/18 OCBC CapitaRetail China 1.51 1.64 Buy
07/30/18 OCBC CapitaRetail China 1.57 1.55 Hold
07/31/18 DBS Vickers CapitaRetail China 1.57 1.7 Buy DCF
08/30/18 DBS Vickers CapitaRetail China 1.45 1.7 Buy

Capitaland mall - Stock calls

Date Analyst Company Last Target Call Valuation
01/09/17 DBS Vickers Capitamall Trust 1.97 2.25 Buy DCF
01/12/17 HSBC Capitamall Trust 2.01 2.25 Buy
01/20/17 Lim & Tan Capitamall Trust 1.97 0 Hold
01/23/17 CIMB Capitamall Trust 1.985 1.98 Hold DDM
01/23/17 Credit Suisse Capitamall Trust 1.985 2.25 Neutral
01/23/17 DBS Vickers Capitamall Trust 1.985 2.17 Buy DCF, PB1.17x
01/23/17 DIR Capitamall Trust 1.985 2.16 Outperform DDM
01/23/17 DMG & Partners Capitamall Trust 1.985 2.07 Neutral DDM
01/23/17 OCBC Capitamall Trust 1.985 2.2 Buy
01/25/17 OCBC Capitamall Trust 2.08 2.26 Buy
01/25/17 CIMB Capitamall Trust 2.08 2.25 Add DDM
01/25/17 DMG & Partners Capitamall Trust 2.08 2.1 Neutral DDM
02/09/17 Credit Suisse Capitamall Trust 1.97 2.25 Neutral
02/28/17 Deutsche Capitamall Trust 1.965 2.1 Hold
03/07/17 UOB Kay Hian Capitamall Trust 1.935 1.95 Hold
03/10/17 DMG & Partners Capitamall Trust 1.925 2.07 Neutral
03/24/17 DIR Capitamall Trust 1.945 2.16 Outperform DDM
03/24/17 Lim & Tan Capitamall Trust 1.945 0 Buy
04/04/17 DBS Vickers Capitamall Trust 1.97 2.17 Buy DCF
04/07/17 DMG & Partners Capitamall Trust 1.965 2.07 Neutral
04/11/17 UOB Kay Hian Capitamall Trust 1.975 1.95 Hold
04/18/17 DIR Capitamall Trust 2 2.16 Outperform DDM
04/21/17 CIMB Capitamall Trust 2.01 2.05 Hold DDM
04/21/17 Credit Suisse Capitamall Trust 2.01 2.25 Neutral
04/21/17 OCBC Capitamall Trust 2.01 2.2 Buy
05/25/17 Deutsche Capitamall Trust 1.985 2.15 Buy
05/25/17 UOB Kay Hian Capitamall Trust 1.985 2.04 Hold
06/05/17 OCBC Capitamall Trust 1.955 2.2 Buy
06/06/17 DIR Capitamall Trust 1.95 2.16 Outperform
06/09/17 Deutsche Capitamall Trust 1.94 2.15 Buy RNAV & DDM
06/12/17 Phillip Capitamall Trust 1.925 2.01 Neutral DDM
06/16/17 DBS Vickers Capitamall Trust 1.94 2.17 Buy
06/22/17 Deutsche Capitamall Trust 1.945 2.15 Buy
07/04/17 DMG & Partners Capitamall Trust 1.965 2.07 Neutral
07/21/17 Lim & Tan Capitamall Trust 2 0 Hold
07/24/17 OCBC Capitamall Trust 2.03 2.2 Buy
07/24/17 DIR Capitamall Trust 2.03 2.2 Outperform DDM
07/24/17 Phillip Capitamall Trust 2.03 2.01 Neutral DDM, PB1x
07/24/17 UOB Kay Hian Capitamall Trust 2.03 2.04 Hold DDM
07/24/17 CIMB Capitamall Trust 2.03 2.11 Hold DDM
07/24/17 DBS Vickers Capitamall Trust 2.03 2.17 Buy
07/24/17 DMG & Partners Capitamall Trust 2.03 2.08 Neutral
08/04/17 OCBC Capitamall Trust 2.02 2.2 Buy
08/07/17 DBS Vickers Capitamall Trust 2.02 2.19 Buy
08/25/17 Credit Suisse Capitamall Trust 2.13 2.32 Outperform
09/13/17 Credit Suisse Capitamall Trust 2.11 2.32 Outperform
09/21/17 DMG & Partners Capitamall Trust 2.05 2.08 Neutral
10/23/17 Phillip Capitamall Trust 2.04 2.01 Neutral DDM, PB1x
10/23/17 UOB Kay Hian Capitamall Trust 2.04 2.04 Hold DDM
10/23/17 Credit Suisse Capitamall Trust 2.04 2.3 Outperform
10/23/17 OCBC Capitamall Trust 2.04 2.2 Buy
10/23/17 CIMB Capitamall Trust 2.04 2.15 Hold DDM
10/23/17 DBS Vickers Capitamall Trust 2.04 2.19 Buy
10/23/17 Lim & Tan Capitamall Trust 2.04 0 Hold Buy @ $1.90
10/24/17 DMG & Partners Capitamall Trust 2.06 2.08 Neutral DDM
12/01/17 UOB Kay Hian Capitamall Trust 2.05 2.04 Hold
12/20/17 CIMB Capitamall Trust 2.15 2.15 Hold
01/02/18 Kim Eng Capitamall Trust 2.13 2.15 Hold DDM
01/04/18 Deutsche Capitamall Trust 2.12 2.3 Buy
01/05/18 DMG & Partners Capitamall Trust 2.11 2.08 Neutral
01/15/18 OCBC Capitamall Trust 2.06 2.2 Buy
01/26/18 Phillip Capitamall Trust 2.1 2.03 Neutral DDM, PB1.02x
01/26/18 UOB Kay Hian Capitamall Trust 2.1 2.04 Hold DDM
01/26/18 DBS Vickers Capitamall Trust 2.1 2.19 Buy
04/23/18 CIMB Capitamall Trust 2.1 2.25 Add DDM
04/23/18 Phillip Capitamall Trust 2.1 2.05 Neutral DDM
04/23/18 UOB Kay Hian Capitamall Trust 2.1 2.13 Hold DDM, Buy @ $1.81
04/23/18 DBS Vickers Capitamall Trust 2.1 2.19 Buy
04/23/18 OCBC Capitamall Trust 2.1 2.26 Buy
04/23/18 DMG & Partners Capitamall Trust 2.1 2.1 Neutral DDM
04/23/18 Kim Eng Capitamall Trust 2.1 2.1 Hold
05/17/18 DMG & Partners Capitamall Trust 2.08 2.1 Neutral
07/03/18 UOB Kay Hian Capitamall Trust 2.02 2.13 Hold
07/06/18 DBS Vickers Capitamall Trust 2.05 2.19 Buy
07/23/18 Phillip Capitamall Trust 2.16 2.05 Neutral DDM, PB1.03x FY18
07/23/18 DBS Vickers Capitamall Trust 2.16 2.3 Buy
07/23/18 UOB Kay Hian Capitamall Trust 2.16 2.02 Hold DDM, Buy @ $1.84
07/23/18 Credit Suisse Capitamall Trust 2.16 2.3 Outperform
07/23/18 OCBC Capitamall Trust 2.16 2.1 Hold
07/23/18 CIMB Capitamall Trust 2.16 2.21 Hold DDM
07/23/18 Deutsche Capitamall Trust 2.16 2.3 Buy DDM & RNAV
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
08/29/18 Phillip Capitamall Trust 2.15 2.05 Neutral DDM
08/30/18 DBS Vickers Capitamall Trust 2.17 2.3 Buy
08/31/18 Lim & Tan Capitamall Trust 2.15 0 Hold
09/11/18 DBS Vickers Capitamall Trust 2.09 2.45 Buy

Stock calls for 14 September 2018


Date Analyst Company Last Target Call Valuation
09/14/18 OCBC Capitaland 3.27 4.09 Buy
09/14/18 UOB Kay Hian City Developments 8.63 12 Buy RNAV (15% discount)
09/14/18 CIMB Dairy Farm 9.1 9.55 Hold
09/14/18 DBS Vickers Keppel Reit 1.16 1.41 Buy
09/14/18 CIMB MM2 Asia 0.365 0.72 Add
09/14/18 CIMB Sheng Siong 1.12 1.26 Add
09/14/18 CIMB Silverlake 0.42 0.56 Add
09/14/18 DBS Vickers ST Engineering 3.29 4.3 Buy
09/14/18 OCBC ST Engineering 3.29 3.95 Buy
09/14/18 UOB Kay Hian Sunningdale 1.35 1.7 Buy
09/14/18 DBS Vickers Suntec Reit 1.85 2.3 Buy
09/14/18 CIMB Thai Beverage 0.62 0.88 Add
09/14/18 UOB Kay Hian Tianjin Zhongxin 0.915 1.59 Buy
09/14/18 OCBC UOL 6.85 8.48 Buy
09/14/18 Lim & Tan Venture 15.9 0 Buy on weakness
09/14/18 CIMB Y Venture 0.275 0.56 Add

Look like the upcoming US-China trade talk will end with no deal again.

https://sg.finance.yahoo.com/news/china-not-surrender-u-demands-trade-talks-state-000707781--business.html

Both China and the USA have come out strongly about compromising in their trade negotiation in the upcoming trade talk.

Therefore, it looks like there won't be any trade deal soon and we're back to square one.

Thursday, September 13, 2018

Trump is losing domestic support so fast that he cannot act tough towards China.

https://sg.finance.yahoo.com/news/u-invites-china-trade-talks-tariffs-loom-white-000038068--finance.html

The USA has invited China for another round of trade talk to de-escalate the trade tension created by the US in the first place.

Investors are pinning hopes on this round of trade talk and stock markets are up over this US trade invitation.

As long as the US doesn't understand that it cannot cower China into submission, no trade deal will come out of this upcoming trade talk.  Hopefully, the badly affected businessmen are able to persuade the USA to back down.

https://sg.finance.yahoo.com/news/us-companies-china-tariffs-hurting-014500585.html