Date | Analyst | Company | Last | Target | Call | Valuation |
01/13/17 | DBS Vickers | Cityneon | 0.88 | 1.26 | Buy | |
02/24/17 | CIMB | Cityneon | 0.825 | 1.27 | Add | PER15x FY18 |
02/24/17 | DBS Vickers | Cityneon | 0.825 | 1.26 | Buy | PER17x FY17 |
04/10/17 | DBS Vickers | Cityneon | 0.905 | 1.26 | Buy | |
05/15/17 | DBS Vickers | Cityneon | 0.955 | 1.26 | Buy | |
05/16/17 | CIMB | Cityneon | 0.9 | 1.27 | Add | PER15x FY18 |
05/26/17 | UOB Kay Hian | Cityneon | 0.935 | 1.28 | Buy | Sum of parts, PER14.7x FY18 |
05/30/17 | DBS Vickers | Cityneon | 0.935 | 1.23 | Buy | |
06/01/17 | CIMB | Cityneon | 0.98 | 1.27 | Add | PER15x FY18 |
08/11/17 | UOB Kay Hian | Cityneon | 0.935 | 1.28 | Reject Offer | Sum of parts, offer price $0.90 |
08/16/17 | UOB Kay Hian | Cityneon | 0.935 | 1.28 | Buy | Sum of parts |
08/16/17 | CIMB | Cityneon | 0.935 | 1.27 | Add | PER15x FY18 |
09/04/17 | UOB Kay Hian | Cityneon | 0.99 | 1.5 | Buy | PER15.4x FY18 |
09/21/17 | DBS Vickers | Cityneon | 1.08 | 1.45 | Buy | PER14.4x FY18 |
11/09/17 | UOB Kay Hian | Cityneon | 1.14 | 1.5 | Buy | |
11/13/17 | Amfrasers | Cityneon | 1.095 | 1.38 | Buy | PER15.1x FY18 |
11/27/17 | DBS Vickers | Cityneon | 1.04 | 1.45 | Buy | |
01/05/18 | DBS Vickers | Cityneon | 0.97 | 1.45 | Buy | |
01/09/18 | UOB Kay Hian | Cityneon | 0.97 | 1.55 | Buy | PER15.4x FY18 |
02/20/18 | UOB Kay Hian | Cityneon | 1.02 | 1.55 | Buy | |
02/28/18 | Kim Eng | Cityneon | 1.1 | 1.55 | Buy | |
03/01/18 | UOB Kay Hian | Cityneon | 1.04 | 1.55 | Buy | PER15.4x FY18 |
03/01/18 | DBS Vickers | Cityneon | 1.04 | 1.45 | Buy | PER14.4x FY18 |
03/05/18 | Amfrasers | Cityneon | 1.06 | 1.54 | Buy | PER14x FY18 |
03/15/18 | CIMB | Cityneon | 1.11 | 1.58 | Add | PER14x FY19 |
05/03/18 | DBS Vickers | Cityneon | 1.05 | 1.6 | Buy | PER14.4x FY18 |
05/03/18 | CIMB | Cityneon | 1.05 | 1.58 | Add | PER14x CY19 |
05/15/18 | UOB Kay Hian | Cityneon | 1.06 | 1.55 | Buy | PER15.4x FY18 |
05/15/18 | CIMB | Cityneon | 1.06 | 1.16 | Hold | PER11x FY19 |
05/18/18 | Amfrasers | Cityneon | 1 | 1.54 | Buy | PER14x FY18 |
05/23/18 | UOB Kay Hian | Cityneon | 0.99 | 1.55 | Buy | |
06/04/18 | UOB Kay Hian | Cityneon | 0.98 | 1.55 | Buy | |
08/06/18 | DBS Vickers | Cityneon | 1.02 | 1.57 | Buy | PER14.4x |
08/21/18 | Amfrasers | Cityneon | 1.13 | 1.51 | Buy | PER14x FY18 |
Thursday, September 20, 2018
Cityneon - Stock calls
Stock calls for 20 September 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
09/20/18 | Lim & Tan | ART | 1.09 | 0 | Hold | |
09/20/18 | OCBC | Mapletree Logistics | 1.26 | 1.34 | Buy | |
09/20/18 | OCBC | OUE Hospitality | 0.69 | 0.79 | Buy | |
09/20/18 | DBS Vickers | Thai Beverage | 0.65 | 0.94 | Buy |
A peek inside Vostok 2018 - Russia & China
Wednesday, September 19, 2018
City Developments - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/03/17 | DMG & Partners | City Developments | 8.28 | 9.36 | Buy | RNAV (30% discount) |
01/04/17 | UOB Kay Hian | City Developments | 8.31 | 10.36 | Buy | |
01/05/17 | Credit Suisse | City Developments | 8.39 | 11.3 | Outperform | |
01/09/17 | DBS Vickers | City Developments | 8.47 | 9.9 | Buy | RNAV (20% discount) |
01/11/17 | Kim Eng | City Developments | 8.64 | 8.9 | Hold | |
01/12/17 | CIMB | City Developments | 8.69 | 10.4 | Add | |
01/13/17 | DIR | City Developments | 8.73 | 10.75 | Buy | Sum of parts (20% discount) |
01/17/17 | DMG & Partners | City Developments | 8.86 | 9.7 | Buy | RNAV (30% discount) |
01/17/17 | Jefferies | City Developments | 8.86 | 8.5 | Hold | |
02/03/17 | DMG & Partners | City Developments | 9.26 | 9.7 | Buy | RNAV (30% discount) |
02/06/17 | phillip | City Developments | 9.42 | 9.98 | Accumulate | |
02/08/17 | Credit Suisse | City Developments | 9.59 | 11.3 | Outperform | |
02/17/17 | DBS Vickers | City Developments | 9.17 | 9.9 | Buy | |
02/17/17 | Deutsche | City Developments | 9.17 | 10.8 | Buy | |
02/24/17 | CIMB | City Developments | 9.66 | 10.51 | Add | RNAV (25% discount) |
02/24/17 | Credit Suisse | City Developments | 9.66 | 11.6 | Outperform | |
02/24/17 | DBS Vickers | City Developments | 9.66 | 10.52 | Buy | RNAV (20% discount) |
02/24/17 | Deutsche | City Developments | 9.66 | 10.8 | Buy | |
02/24/17 | DIR | City Developments | 9.66 | 10.9 | Buy | |
02/24/17 | DMG & Partners | City Developments | 9.66 | 10.5 | Buy | RNAV (25% discount) |
02/24/17 | Kim Eng | City Developments | 9.66 | 9 | Hold | RNAV (25% discount) |
02/24/17 | Lim & Tan | City Developments | 9.66 | 0 | Buy | |
02/24/17 | OCBC | City Developments | 9.66 | 10.5 | Buy | |
02/24/17 | phillip | City Developments | 9.66 | 10.4 | Accumulate | RNAV (20% discount) |
02/24/17 | UOB Kay Hian | City Developments | 9.66 | 10.36 | Hold | RNAV (20% discount), Buy @ $8.80 |
03/13/17 | CIMB | City Developments | 10.15 | 10.51 | Add | |
03/13/17 | Credit Suisse | City Developments | 10.15 | 11.6 | Outperform | |
03/13/17 | Kim Eng | City Developments | 10.15 | 9 | Hold | |
03/13/17 | UOB Kay Hian | City Developments | 10.15 | 11.4 | Buy | |
03/14/17 | UBS | City Developments | 10.5 | 11.5 | Buy | |
03/16/17 | Kim Eng | City Developments | 10.23 | 9.8 | Hold | |
03/23/17 | DMG & Partners | City Developments | 10.23 | 11.3 | Buy | RNAV (20% discount) |
04/27/17 | phillip | City Developments | 10.72 | 10.4 | Accumulate | |
04/27/17 | JP Morgan | City Developments | 10.72 | 12.3 | Overweight | |
05/12/17 | CIMB | City Developments | 10.85 | 11.63 | Add | RNAV (20% discount) |
05/12/17 | Credit Suisse | City Developments | 10.85 | 11.9 | Outperform | |
05/12/17 | Deutsche | City Developments | 10.85 | 12.7 | Buy | |
05/12/17 | DIR | City Developments | 10.85 | 11.43 | Outperform | RNAV (20% discount) |
05/12/17 | DMG & Partners | City Developments | 10.85 | 11.3 | Take Profit | |
05/12/17 | Kim Eng | City Developments | 10.85 | 9.8 | Hold | RNAV (18% discount) |
05/12/17 | UOB Kay Hian | City Developments | 10.85 | 11.4 | Hold | RNAV (12% discount) |
05/15/17 | DBS Vickers | City Developments | 10.58 | 12.63 | Buy | RNAV, PB1.2x |
05/15/17 | OCBC | City Developments | 10.58 | 10.5 | Hold | |
05/15/17 | phillip | City Developments | 10.58 | 11.07 | Accumulate | RNAV (15% discount) |
05/29/17 | Kim Eng | City Developments | 10.6 | 12.05 | Buy | RNAV (11% discount) |
06/09/17 | Deutsche | City Developments | 10.76 | 12.7 | Buy | Sum of parts |
06/09/17 | Jefferies | City Developments | 10.76 | 11.5 | Hold | |
06/16/17 | CIMB | City Developments | 10.63 | 11.63 | Add | |
06/16/17 | Kim Eng | City Developments | 10.63 | 12.05 | Buy | |
07/11/17 | Kim Eng | City Developments | 10.82 | 12.05 | Buy | |
07/18/17 | JP Morgan | City Developments | 10.97 | 12.3 | Overweight | |
07/27/17 | DBS Vickers | City Developments | 11.26 | 12.63 | Buy | RNAV (15% discount), PB1.2x |
08/11/17 | OCBC | City Developments | 11.67 | 10.5 | Hold | |
08/14/17 | phillip | City Developments | 11.14 | 12.1 | Accumulate | RNAV (15% discount) |
08/14/17 | UOB Kay Hian | City Developments | 11.14 | 11.4 | Hold | RNAV (12% discount), Buy @ $9.7 |
08/14/17 | OCBC | City Developments | 11.14 | 12.39 | Buy | |
08/14/17 | CIMB | City Developments | 11.14 | 12.54 | Add | RNAV (20% discount) |
08/14/17 | Kim Eng | City Developments | 11.14 | 12.05 | Buy | RNAV (11% discount) |
08/15/17 | Credit Suisse | City Developments | 11.53 | 12.7 | Outperform | |
08/15/17 | DBS Vickers | City Developments | 11.53 | 12.63 | Buy | RNAV, PB1.2x |
09/05/17 | CIMB | City Developments | 11.65 | 12.54 | Add | |
09/12/17 | DBS Vickers | City Developments | 11.58 | 12.63 | Buy | |
09/18/17 | UOB Kay Hian | City Developments | 11.25 | 11.4 | Hold | |
09/25/17 | Kim Eng | City Developments | 11.23 | 12.05 | Buy | |
09/28/17 | OCBC | City Developments | 11.29 | 12.39 | Buy | |
09/29/17 | DIR | City Developments | 11.19 | 12.82 | Outperform | Sum of parts |
10/03/17 | CIMB | City Developments | 11.48 | 12.54 | Add | |
10/05/17 | DIR | City Developments | 11.42 | 12.85 | Outperform | RNAV (10% discount) |
10/06/17 | Lim & Tan | City Developments | 11.41 | 0 | Buy | |
10/09/17 | OCBC | City Developments | 11.6 | 12.9 | Buy | |
10/09/17 | Kim Eng | City Developments | 11.6 | 13.6 | Buy | RNAV |
10/10/17 | phillip | City Developments | 11.75 | 12.1 | Accumulate | RNAV (15% discount) |
10/11/17 | DBS Vickers | City Developments | 11.85 | 12.63 | Buy | RNAV, PB1.2x |
11/10/17 | Kim Eng | City Developments | 12.14 | 13.8 | Buy | RNAV |
11/10/17 | UOB Kay Hian | City Developments | 12.14 | 11.4 | Hold | RNAV (12% discount), Buy @ $9.7 |
11/10/17 | CIMB | City Developments | 12.14 | 13.15 | Add | RNAV (20% discount) |
11/10/17 | DBS Vickers | City Developments | 12.14 | 14.03 | Buy | RNAV, PB1.2x |
11/10/17 | Deutsche | City Developments | 12.14 | 12.7 | Buy | |
11/13/17 | phillip | City Developments | 12.2 | 12.1 | Accumulate | RNAV (15% discount), Potential upside $13.50 |
11/13/17 | OCBC | City Developments | 12.2 | 13.5 | Buy | |
11/20/17 | Lim & Tan | City Developments | 12.11 | 0 | Buy | |
11/27/17 | DBS Vickers | City Developments | 12.24 | 14.03 | Buy | RNAV, PB1.2x |
11/27/17 | Macquarie | City Developments | 12.24 | 14.05 | Outperform | |
12/01/17 | UOB Kay Hian | City Developments | 12.11 | 14.03 | Buy | RNAV |
12/07/17 | Lim & Tan | City Developments | 11.78 | 0 | Buy | |
12/11/17 | CIMB | City Developments | 12.31 | 13.15 | Add | RNAV (20% discount) |
12/12/17 | phillip | City Developments | 12.57 | 12.1 | Accumulate | RNAV (15% discount) |
12/14/17 | OCBC | City Developments | 12.65 | 13.5 | Buy | RNAV (20% discount) |
12/18/17 | DBS Vickers | City Developments | 12.15 | 14.03 | Buy | |
12/18/17 | Kim Eng | City Developments | 12.15 | 13.8 | Buy | |
01/04/18 | UOB Kay Hian | City Developments | 12.84 | 14.03 | Buy | |
01/05/18 | Jefferies | City Developments | 12.86 | 14.8 | Buy | |
01/15/18 | OCBC | City Developments | 13.04 | 15.3 | Buy | RNAV (10% discount) |
01/16/18 | CIMB | City Developments | 13.46 | 13.15 | Add | |
01/16/18 | Kim Eng | City Developments | 13.46 | 13.8 | Buy | RNAV (6% discount), PB1.26x |
01/16/18 | Deutsche | City Developments | 13.46 | 16 | Buy | |
02/07/18 | OCBC | City Developments | 12.76 | 15.3 | Buy | |
02/07/18 | Credit Suisse | City Developments | 12.76 | 16.3 | Outperform | |
02/13/18 | UOB Kay Hian | City Developments | 12.31 | 14.03 | Buy | RNAV |
02/19/18 | DBS Vickers | City Developments | 12.72 | 14.03 | Buy | |
03/01/18 | Kim Eng | City Developments | 12.76 | 14.2 | Buy | RNAV |
03/01/18 | Jefferies | City Developments | 12.76 | 15.2 | Buy | |
03/01/18 | UOB Kay Hian | City Developments | 12.76 | 14.03 | Buy | RNAV |
03/01/18 | OCBC | City Developments | 12.76 | 15.91 | Buy | RNAV |
03/01/18 | CIMB | City Developments | 12.76 | 13.44 | Add | RNAV (20% discount) |
03/05/18 | phillip | City Developments | 12.69 | 13.4 | Accumulate | RNAV (15% discount), PB1.29x FY18 |
03/05/18 | Credit Suisse | City Developments | 12.69 | 16.5 | Outperform | |
03/09/18 | DBS Vickers | City Developments | 12.94 | 15.4 | Buy | RNAV, PB1.2x |
03/20/18 | DMG & Partners | City Developments | 13.25 | 15 | Buy | RNAV (10% discount), Up froM $14.12 (RNAV 20% discount) |
04/02/18 | CIMB | City Developments | 13 | 13.44 | Add | RNAV (20% discount) |
04/03/18 | OCBC | City Developments | 13.2 | 15.91 | Buy | |
04/03/18 | UOB Kay Hian | City Developments | 13.2 | 14.03 | Buy | |
04/03/18 | DBS Vickers | City Developments | 13.2 | 15.4 | Buy | |
04/10/18 | DMG & Partners | City Developments | 12.87 | 15 | Buy | |
04/11/18 | Kim Eng | City Developments | 12.73 | 14.2 | Buy | |
04/13/18 | Deutsche | City Developments | 12.57 | 16 | Buy | |
05/03/18 | UOB Kay Hian | City Developments | 12.55 | 14.03 | Buy | RNAV |
05/14/18 | OCBC | City Developments | 12.53 | 15.78 | Buy | |
05/14/18 | DBS Vickers | City Developments | 12.53 | 15.4 | Buy | |
05/14/18 | CIMB | City Developments | 12.53 | 13.41 | Add | RNAV (20% discount) |
05/14/18 | DMG & Partners | City Developments | 12.53 | 15 | Buy | RNAV (10% discount) |
05/14/18 | Kim Eng | City Developments | 12.53 | 14.2 | Buy | |
05/15/18 | phillip | City Developments | 12.4 | 13.4 | Accumulate | RNAV (15% discount), PB1.29x FY18 |
05/15/18 | Lim & Tan | City Developments | 12.4 | 15 | Buy | |
05/17/18 | DBS Vickers | City Developments | 11.97 | 15.4 | Buy | |
06/04/18 | UOB Kay Hian | City Developments | 11.25 | 14.03 | Buy | |
06/06/18 | Deutsche | City Developments | 11.48 | 16 | Buy | RNAV (12% discount) & PB1.8x FY18 |
06/13/18 | DBS Vickers | City Developments | 11.52 | 15.4 | Buy | |
06/19/18 | Kim Eng | City Developments | 11.22 | 14.2 | Buy | |
06/19/18 | CIMB | City Developments | 11.22 | 13.41 | Add | |
06/26/18 | OCBC | City Developments | 11 | 15.78 | Buy | |
07/03/18 | UOB Kay Hian | City Developments | 10.88 | 14.03 | Buy | |
07/03/18 | DMG & Partners | City Developments | 10.88 | 15 | Buy | RNAV (10% discount) |
07/06/18 | CIMB | City Developments | 10.21 | 13.41 | Add | |
07/06/18 | Kim Eng | City Developments | 10.21 | 14.2 | Buy | |
07/09/18 | phillip | City Developments | 9.46 | 12.6 | Accumulate | RNAV (20% discount) |
07/09/18 | DBS Vickers | City Developments | 9.46 | 10 | Fully Valued | RNAV (35% discount) |
07/09/18 | OCBC | City Developments | 9.46 | 9.59 | Hold | |
07/09/18 | Kim Eng | City Developments | 9.46 | 10.4 | Hold | |
07/23/18 | DMG & Partners | City Developments | 10.06 | 10.4 | Neutral | RNAV (35% discount) |
07/23/18 | Jefferies | City Developments | 10.06 | 11 | Hold | RNAV (22% discount) |
08/08/18 | OCBC | City Developments | 9.88 | 9.59 | Hold | |
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) |
08/16/18 | DMG & Partners | City Developments | 9.55 | 10.4 | Neutral | |
08/21/18 | Jefferies | City Developments | 9.49 | 11 | Hold | RNAV (22% discount) |
09/06/18 | Kim Eng | City Developments | 8.96 | 10.4 | Hold | |
09/14/18 | UOB Kay Hian | City Developments | 8.63 | 12 | Buy | RNAV (15% discount) |
09/18/18 | CIMB | City Developments | 8.8 | 10.89 | Add |
Citic Envirotech - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/14/17 | DBS Vickers | Citic Envirotech | 0.82 | 0.8 | Hold | Sum of parts, Stock split 1 into 2 |
03/02/17 | CIMB | Citic Envirotech | 0.77 | 0.93 | Add | DCF |
03/02/17 | DBS Vickers | Citic Envirotech | 0.77 | 0.92 | Buy | Sum of parts |
03/29/17 | UOB Kay Hian | Citic Envirotech | 0.83 | 1.1 | Buy | DCF |
04/03/17 | UOB Kay Hian | Citic Envirotech | 0.83 | 1.1 | Buy | DCF |
04/27/17 | CIMB | Citic Envirotech | 0.785 | 0.93 | Add | DCF |
05/03/17 | UOB Kay Hian | Citic Envirotech | 0.77 | 1.1 | Buy | |
07/03/17 | UOB Kay Hian | Citic Envirotech | 0.73 | 1.1 | Buy | DCF |
08/08/17 | UOB Kay Hian | Citic Envirotech | 0.715 | 1.1 | Buy | DCF |
09/05/17 | UOB Kay Hian | Citic Envirotech | 0.735 | 1.1 | Buy | DCF |
10/04/17 | UOB Kay Hian | Citic Envirotech | 0.745 | 1.1 | Buy | DCF |
10/11/17 | DBS Vickers | Citic Envirotech | 0.735 | 0.8 | Hold | PER25x |
11/02/17 | UOB Kay Hian | Citic Envirotech | 0.79 | 1.1 | Buy | DCF |
12/06/17 | UOB Kay Hian | Citic Envirotech | 0.725 | 1.1 | Buy | DCF |
12/29/17 | DBS Vickers | Citic Envirotech | 0.755 | 0.8 | Hold | |
01/04/18 | UOB Kay Hian | Citic Envirotech | 0.75 | 1.1 | Buy | |
01/09/18 | UOB Kay Hian | Citic Envirotech | 0.74 | 1.09 | Buy | DCF |
02/12/18 | UOB Kay Hian | Citic Envirotech | 0.705 | 1.11 | Buy | DCF, PER11.1x FY19 |
02/28/18 | UOB Kay Hian | Citic Envirotech | 0.755 | 1.06 | Buy | DCF, PER11.6x FY19 |
03/02/18 | UOB Kay Hian | Citic Envirotech | 0.735 | 1.06 | Buy | |
04/03/18 | UOB Kay Hian | Citic Envirotech | 0.715 | 1.06 | Buy | DCF, PER11.6x FY19 |
05/03/18 | UOB Kay Hian | Citic Envirotech | 0.705 | 1.06 | Buy | DCF, PER11.6x FY19 |
06/20/18 | UOB Kay Hian | Citic Envirotech | 0.56 | 1.06 | Buy | DCF, PER11.6x FY19 |
07/27/18 | DBS Vickers | Citic Envirotech | 0.59 | 0.95 | Buy | PER20x FY19 |
Chip Eng Seng - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/21/17 | phillip | Chip Eng Seng | 0.72 | 0.81 | Accumulate | RNAV (50% discount) |
03/07/17 | phillip | Chip Eng Seng | 0.725 | 0.87 | Accumulate | RNAV (50% discount) |
05/08/17 | phillip | Chip Eng Seng | 0.7 | 0.9 | Buy | RNAV (50% discount) |
08/10/17 | phillip | Chip Eng Seng | 0.73 | 0.9 | Buy | RNAV (50% discount) |
10/17/17 | DBS Vickers | Chip Eng Seng | 0.9 | 1.18 | Buy | Sum of parts |
11/03/17 | DBS Vickers | Chip Eng Seng | 0.97 | 1.18 | Buy | Sum of parts |
11/09/17 | phillip | Chip Eng Seng | 0.96 | 1.21 | Buy | RNAV (40% discount) |
12/06/17 | DBS Vickers | Chip Eng Seng | 0.885 | 1.18 | Buy | Sum of parts, RNAV (45% discount) |
02/01/18 | DBS Vickers | Chip Eng Seng | 1.01 | 1.18 | Buy | Sum of parts |
02/19/18 | phillip | Chip Eng Seng | 0.955 | 1.21 | Buy | RNAV (40% discount) |
03/20/18 | UOB Kay Hian | Chip Eng Seng | 0.94 | 1.38 | Buy | Sum of parts |
03/20/18 | DBS Vickers | Chip Eng Seng | 0.94 | 1.18 | Buy | Sum of parts |
05/07/18 | phillip | Chip Eng Seng | 0.93 | 1.21 | Buy | RNAV (40% discount) |
05/17/18 | DBS Vickers | Chip Eng Seng | 0.945 | 1.18 | Buy | |
06/28/18 | UOB Kay Hian | Chip Eng Seng | 0.84 | 1.38 | Buy | |
07/09/18 | phillip | Chip Eng Seng | 0.79 | 1.15 | Buy | |
07/09/18 | DBS Vickers | Chip Eng Seng | 0.79 | 0.75 | Fully Valued | Sum of parts |
08/06/18 | DBS Vickers | Chip Eng Seng | 0.795 | 0.75 | Fully Valued | |
09/17/18 | DBS Vickers | Chip Eng Seng | 0.845 | 0.75 | Hold |
Stock calls for 19 September 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
09/19/18 | UOB Kay Hian | Capitaland | 3.27 | 3.78 | Buy | RNAV (20% discount) |
09/19/18 | DBS Vickers | Capitaland | 3.27 | 3.62 | Buy | |
09/19/18 | CIMB | Capitaland | 3.27 | 3.55 | Add | RNAV (35% discount) |
09/19/18 | phillip | First Reit | 1.24 | 1.31 | Neutral | |
09/19/18 | CIMB | Sembcorp Industries | 2.9 | 3.49 | Add | Sum of parts |
China has retaliated against US tariffs with a muted response.
https://sg.finance.yahoo.com/news/china-trade-war-u-replace-imports-state-media-004332044--business.html
China will impose a 5% and 10% against $60b of US goods for an in-kind retaliation. However, this is a much-muted response that I believe is just a face-saving grace because China doesn't want to be seen as meek.
Now that China has retaliated, Trump has no choice but to impose phase 3 tariffs as stipulated previously lest he will be deemed as breaking his promise.
After this muted response, I believe China is preparing for Trump's phase 3 tariffs with a much stronger response.
China will impose a 5% and 10% against $60b of US goods for an in-kind retaliation. However, this is a much-muted response that I believe is just a face-saving grace because China doesn't want to be seen as meek.
Now that China has retaliated, Trump has no choice but to impose phase 3 tariffs as stipulated previously lest he will be deemed as breaking his promise.
After this muted response, I believe China is preparing for Trump's phase 3 tariffs with a much stronger response.
Tuesday, September 18, 2018
China Sunsine - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
06/05/17 | NRA | China Sunsine | 0.785 | 1.245 | Overweight | PER12x FY17 |
10/27/17 | Amfrasers | China Sunsine | 1 | 1.39 | Buy | PER10x FY18 |
01/22/18 | CIMB | China Sunsine | 1.04 | 1.5 | Add | PER9.8x CY19 |
01/29/18 | phillip | China Sunsine | 1.11 | 1.6 | Buy | FCFE, PER10x FY18 |
01/29/18 | Amfrasers | China Sunsine | 1.11 | 1.39 | Buy | PER10x FY18 |
02/07/18 | CIMB | China Sunsine | 1.13 | 1.5 | Add | |
03/05/18 | CIMB | China Sunsine | 1.35 | 1.62 | Add | PER9.8x CY19 |
03/05/18 | phillip | China Sunsine | 1.35 | 1.6 | Buy | FCFE |
04/05/18 | CIMB | China Sunsine | 1.25 | 1.62 | Add | PER9.8x FY19 |
04/27/18 | CIMB | China Sunsine | 1.5 | 1.87 | Add | PER9.8x FY19 |
04/30/18 | phillip | China Sunsine | 1.48 | 1.97 | Buy | FCFE |
07/02/18 | CIMB | China Sunsine | 1.55 | 1.87 | Add | PER9.8x CY19 |
08/08/18 | CIMB | China Sunsine | 1.49 | 1.41 | Hold | PER7.7x CY19 |
08/13/18 | phillip | China Sunsine | 1.23 | 1.77 | Buy | FCFE |
China Jinjiang - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/22/17 | CIMB | China Jinjiang | 0.845 | 1.1 | Add | DCF |
04/27/17 | CIMB | China Jinjiang | 0.91 | 1.1 | Add | DCF |
05/26/17 | CIMB | China Jinjiang | 0.89 | 1.1 | Add | DCF |
08/21/17 | CIMB | China Jinjiang | 0.79 | 1.1 | Add | DCF |
03/08/18 | CIMB | China Jinjiang | 0.59 | 0.85 | Add | DCF |
China Everbright - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/03/17 | DMG & Partners | China Everbright | 0.5 | 0.62 | Buy | |
02/27/17 | phillip | China Everbright | 0.435 | 0.56 | Buy | PER17.4x |
02/28/17 | DMG & Partners | China Everbright | 0.44 | 0.54 | Buy | DCF |
03/13/17 | DBS Vickers | China Everbright | 0.44 | 0.64 | Buy | PER24x |
03/30/17 | DMG & Partners | China Everbright | 0.475 | 0.54 | Buy | |
04/03/17 | DBS Vickers | China Everbright | 0.475 | 0.64 | Buy | |
05/15/17 | DBS Vickers | China Everbright | 0.48 | 0.64 | Buy | PER24x |
05/15/17 | phillip | China Everbright | 0.48 | 0.57 | Accumulate | PER16.7x |
08/08/17 | DMG & Partners | China Everbright | 0.475 | 0.54 | Buy | DCF |
08/10/17 | phillip | China Everbright | 0.485 | 0.61 | Buy | PER17.1x |
08/10/17 | DBS Vickers | China Everbright | 0.485 | 0.65 | Buy | PER24x FY18 |
10/11/17 | DBS Vickers | China Everbright | 0.465 | 0.65 | Buy | PER24x FY18 |
10/20/17 | phillip | China Everbright | 0.46 | 0.54 | Buy | PER15.9x |
11/15/17 | DMG & Partners | China Everbright | 0.45 | 0.54 | Buy | DCF |
11/17/17 | phillip | China Everbright | 0.445 | 0.59 | Buy | PER17.4x FY18 |
03/02/18 | DBS Vickers | China Everbright | 0.45 | 0.65 | Buy | |
03/02/18 | phillip | China Everbright | 0.45 | 0.6 | Buy | PER12.5x |
05/14/18 | phillip | China Everbright | 0.43 | 0.55 | Buy | PER11.4x FY18 |
06/14/18 | DBS Vickers | China Everbright | 0.41 | 0.65 | Buy |
Stock calls for 18 September 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
09/18/18 | CIMB | City Developments | 8.8 | 10.89 | Add | |
09/18/18 | DMG & Partners | GSS Energy | 0.13 | 0.22 | Buy | Sum of parts |
09/18/18 | CIMB | Ho Bee | 2.49 | 3 | Add | |
09/18/18 | DBS Vickers | Sasseur | 0.71 | 0.91 | Buy | DCF |
09/18/18 | OCBC | SATS | 4.93 | 5.39 | Buy | |
09/18/18 | Amfrasers | Sheng Siong | 1.12 | 1.24 | Buy | DCF, PER25.1x FY18 |
09/18/18 | UOB Kay Hian | SIA | 9.57 | 10.4 | Hold | PB0.75x, Buy @ $9.10 |
09/18/18 | Amfrasers | Thai Beverage | 0.65 | 0.75 | Buy | Sum of parts |
09/18/18 | CIMB | UOL | 6.88 | 8.45 | Add |
The $200b tariffs on China goods will start next week in US.
https://finance.yahoo.com/news/trump-imposes-tariffs-200b-more-224211950.html
Great, there won't be any trade talk between the US & China now.
Let's see what the US will do after it taxes all China goods.
Great, there won't be any trade talk between the US & China now.
Let's see what the US will do after it taxes all China goods.
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