New Launch - One Sophia For Sale!

New Launch - One Sophia For Sale!
Please click the advertisement for more information.

Search This Blog

Thursday, October 4, 2018

Frasers Property - Stock calls


Date Analyst Company Last Target Call Valuation
01/09/17 DBS Vickers Frasers Property 1.62 2 Buy RNAV (30% discount)
02/10/17 DBS Vickers Frasers Property 1.6 2 Buy RNAV (30% discount)
02/10/17 DIR Frasers Property 1.6 1.89 Buy RNAV (30% discount)
02/13/17 CIMB Frasers Property 1.67 2.02 Add RNAV (30% discount)
03/15/17 DIR Frasers Property 1.705 1.89 Buy RNAV (30% discount)
03/17/17 DBS Vickers Frasers Property 1.74 2 Buy
04/04/17 DBS Vickers Frasers Property 1.745 2 Buy RNAV (30% discount)
04/04/17 DIR Frasers Property 1.745 1.91 Outperform RNAV (30% discount)
04/10/17 CIMB Frasers Property 1.785 2.02 Add RNAV (20% discount)
04/17/17 Lim & Tan Frasers Property 1.79 0 Buy
04/18/17 DIR Frasers Property 1.755 2.03 Outperform Sum of parts (30% discount)
05/11/17 Lim & Tan Frasers Property 1.865 0 Buy
05/12/17 CIMB Frasers Property 1.865 2.05 Add RNAV (30% discount)
05/12/17 DBS Vickers Frasers Property 1.865 2.3 Buy RNAV (20% discount)
05/12/17 DIR Frasers Property 1.865 2.04 Outperform Sum of parts (30% discount)
06/09/17 UOB Kay Hian Frasers Property 1.885 2.26 Buy
06/14/17 Lim & Tan Frasers Property 1.89 0 Buy
08/01/17 DBS Vickers Frasers Property 1.925 2.3 Buy RNAV (20% discount), PB1x
08/10/17 CIMB Frasers Property 1.915 2.09 Add RNAV (30% discount)
08/11/17 DBS Vickers Frasers Property 1.91 2.35 Buy RNAV (20% discount), PB1x
09/12/17 DBS Vickers Frasers Property 2.12 2.35 Buy
09/12/17 Lim & Tan Frasers Property 2.12 0 Hold
11/10/17 Lim & Tan Frasers Property 2.04 0 Buy
11/14/17 DBS Vickers Frasers Property 2.05 2.35 Buy RNAV (20% discount), PB1x
11/14/17 CIMB Frasers Property 2.05 2.37 Add RNAV (30% discount)
12/15/17 Lim & Tan Frasers Property 2.08 0 Buy
12/18/17 DBS Vickers Frasers Property 2.12 2.35 Buy
01/02/18 Lim & Tan Frasers Property 2.08 0 Buy
02/12/18 CIMB Frasers Property 1.96 2.4 Add RNAV (30% discount)
02/12/18 DBS Vickers Frasers Property 1.96 2.35 Buy RNAV (20% discount), PB1x
04/13/18 DBS Vickers Frasers Property 1.96 2.35 Buy
05/11/18 CIMB Frasers Property 1.95 2.4 Add
07/06/18 DBS Vickers Frasers Property 1.67 2.35 Buy
07/09/18 DBS Vickers Frasers Property 1.58 1.9 Buy RNAV (35% discount)
08/13/18 DBS Vickers Frasers Property 1.71 1.98 Buy RNAV (35% discount)
08/13/18 CIMB Frasers Property 1.71 2.02 Add RNAV (35% discount)

Frasers Logistics - Stock calls


Date Analyst Company Last Target Call Valuation
01/03/17 UOB Kay Hian Frasers Logistics 0.925 1.11 Buy
01/09/17 DBS Vickers Frasers Logistics 0.945 1.1 Buy DCF
02/06/17 Lim & Tan Frasers Logistics 0.95 0 Buy
02/07/17 DBS Vickers Frasers Logistics 0.96 1.1 Buy DCF
02/07/17 OCBC Frasers Logistics 0.96 1.08 Buy DDM
02/07/17 UOB Kay Hian Frasers Logistics 0.96 1.11 Buy DDM
03/02/17 UOB Kay Hian Frasers Logistics 0.96 1.11 Buy
03/06/17 OCBC Frasers Logistics 0.935 1.08 Buy
03/17/17 DBS Vickers Frasers Logistics 0.95 1.1 Buy
04/10/17 DBS Vickers Frasers Logistics 0.975 1.1 Buy DCF
04/11/17 UOB Kay Hian Frasers Logistics 0.975 1.11 Buy
04/24/17 CIMB Frasers Logistics 1.02 1.1 Add DDM
05/08/17 OCBC Frasers Logistics 1.01 1.12 Buy
05/08/17 UOB Kay Hian Frasers Logistics 1.01 1.11 Buy DDM
05/09/17 CIMB Frasers Logistics 1.025 1.1 Add DDM
05/09/17 DBS Vickers Frasers Logistics 1.025 1.1 Buy DCF
06/05/17 OCBC Frasers Logistics 1.02 1.12 Buy
06/07/17 CIMB Frasers Logistics 1.035 1.1 Add
06/07/17 DBS Vickers Frasers Logistics 1.035 1.1 Buy
06/07/17 DMG & Partners Frasers Logistics 1.035 1.1 Add
06/07/17 Lim & Tan Frasers Logistics 1.035 0 Buy
06/29/17 OCBC Frasers Logistics 1.055 1.14 Buy
07/12/17 Lim & Tan Frasers Logistics 1.06 1.1 Buy
07/18/17 CIMB Frasers Logistics 1.055 1.1 Add
07/26/17 DBS Vickers Frasers Logistics 1.1 1.15 Buy DCF
07/28/17 UOB Kay Hian Frasers Logistics 1.095 1.11 Buy
07/31/17 UOB Kay Hian Frasers Logistics 1.11 1.2 Buy DDM
07/31/17 OCBC Frasers Logistics 1.11 1.22 Buy
07/31/17 Lim & Tan Frasers Logistics 1.11 1.11 Hold
08/01/17 CIMB Frasers Logistics 1.095 1.1 Add DDM
08/01/17 DBS Vickers Frasers Logistics 1.095 1.15 Buy
08/17/17 UOB Kay Hian Frasers Logistics 1.07 1.2 Buy
08/22/17 OCBC Frasers Logistics 1.07 1.22 Buy
10/05/17 OCBC Frasers Logistics 1.08 1.22 Buy
10/10/17 CIMB Frasers Logistics 1.085 1.2 Add DDM
10/23/17 UOB Kay Hian Frasers Logistics 1.115 1.2 Buy
11/02/17 Lim & Tan Frasers Logistics 1.11 0 Buy
11/03/17 OCBC Frasers Logistics 1.115 1.25 Buy
11/03/17 UOB Kay Hian Frasers Logistics 1.115 1.2 Buy DDM
11/03/17 CIMB Frasers Logistics 1.115 1.2 Add DDM
11/03/17 DBS Vickers Frasers Logistics 1.115 1.18 Buy DCF
12/01/17 UOB Kay Hian Frasers Logistics 1.08 1.2 Buy
12/14/17 CIMB Frasers Logistics 1.12 1.2 Add DDM
12/14/17 OCBC Frasers Logistics 1.12 1.25 Buy
01/10/18 OCBC Frasers Logistics 1.19 1.25 Buy
01/29/18 CIMB Frasers Logistics 1.15 1.24 Add DDM
01/29/18 DBS Vickers Frasers Logistics 1.15 1.24 Buy
03/06/18 OCBC Frasers Logistics 1.07 1.25 Buy
04/13/18 DBS Vickers Frasers Logistics 1.07 1.24 Buy
04/23/18 CIMB Frasers Logistics 1.08 1.24 Add DDM
04/23/18 OCBC Frasers Logistics 1.08 1.25 Buy
05/08/18 OCBC Frasers Logistics 1.02 1.25 Buy
05/09/18 CIMB Frasers Logistics 1.03 1.24 Add DDM
05/09/18 OCBC Frasers Logistics 1.03 1.21 Buy
06/26/18 DBS Vickers Frasers Logistics 1.03 1.2 Buy DCF
07/05/18 DBS Vickers Frasers Logistics 1.04 1.2 Buy DCF
07/31/18 OCBC Frasers Logistics 1.05 1.21 Buy
08/03/18 CIMB Frasers Logistics 1.05 1.24 Add DDM
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
09/07/18 OCBC Frasers Logistics 1.08 1.19 Buy

Frasers Hospitality Trust - Stock calls


Date Analyst Company Last Target Call Valuation
01/04/17 UOB Kay Hian Frasers Hospitality Trust 0.65 0.74 Buy
02/09/17 DBS Vickers Frasers Hospitality Trust 0.665 0.75 Buy DCF
03/07/17 UOB Kay Hian Frasers Hospitality Trust 0.68 0.74 Buy
04/11/17 UOB Kay Hian Frasers Hospitality Trust 0.715 0.74 Buy
05/02/17 DBS Vickers Frasers Hospitality Trust 0.73 0.85 Buy DCF
05/25/17 UOB Kay Hian Frasers Hospitality Trust 0.705 0.8 Buy
07/25/17 UOB Kay Hian Frasers Hospitality Trust 0.735 0.8 Buy
07/31/17 DBS Vickers Frasers Hospitality Trust 0.745 0.83 Buy DCF
08/17/17 UOB Kay Hian Frasers Hospitality Trust 0.735 0.8 Buy
10/23/17 UOB Kay Hian Frasers Hospitality Trust 0.765 0.8 Buy
10/30/17 UOB Kay Hian Frasers Hospitality Trust 0.775 0.85 Buy
10/30/17 Lim & Tan Frasers Hospitality Trust 0.775 0 Hold
11/09/17 UOB Kay Hian Frasers Hospitality Trust 0.77 0.85 Buy
12/01/17 UOB Kay Hian Frasers Hospitality Trust 0.775 0.85 Buy
12/18/17 DBS Vickers Frasers Hospitality Trust 0.785 0.89 Buy
01/26/18 UOB Kay Hian Frasers Hospitality Trust 0.81 0.9 Buy DDM
02/20/18 DBS Vickers Frasers Hospitality Trust 0.79 0.89 Buy
03/15/18 UOB Kay Hian Frasers Hospitality Trust 0.78 0.9 Buy
04/13/18 DBS Vickers Frasers Hospitality Trust 0.75 0.89 Buy
04/27/18 UOB Kay Hian Frasers Hospitality Trust 0.745 0.9 Buy
04/27/18 DBS Vickers Frasers Hospitality Trust 0.745 0.83 Buy DCF
07/06/18 DBS Vickers Frasers Hospitality Trust 0.675 0.83 Buy
07/30/18 DBS Vickers Frasers Hospitality Trust 0.7 0.8 Buy DCF
07/30/18 UOB Kay Hian Frasers Hospitality Trust 0.7 0.82 Buy DDM
09/17/18 Kim Eng Frasers Hospitality Trust 0.69 0.8 Buy DDM

Stock calls for 4 October 2018


Date Analyst Company Last Target Call Valuation
10/04/18 Jefferies A-Reit 2.6 2.95 Buy
10/04/18 Phillip A-Reit 2.6 2.82 Accumulate DDM, PB1.32x FY18
10/04/18 CIMB CDL Hospitality 1.61 1.7 Add
10/04/18 CIMB Far East Hospitality 0.635 0.69 Add
10/04/18 CIMB OUE Hospitality 0.72 0.85 Add
10/04/18 DMG & Partners Starhub 1.87 1.78 Neutral
10/04/18 OCBC Starhub 1.87 1.65 Hold
10/04/18 CIMB Starhub 1.87 2 Add DCF
10/04/18 DBS Vickers Starhub 1.87 2.45 Buy DCF
10/04/18 UOB Kay Hian Thai Beverage 0.71 0.84 Buy Sum of parts

More problems for the new iphones!

https://www.theverge.com/2018/10/1/17924252/apple-iphone-xs-charging-issues-chargegate

Apples latest iPhones have encountered more problems.........Charging!

http://sg-stock.blogspot.com/2018/09/new-apple-iphone-has-cell-and-wifi.html

The jaded US terminates the 1955 Iran treaty after losing the ICJ court case.

https://finance.yahoo.com/news/us-terminates-1955-treaty-iran-un-court-ruling-152631987--politics.html

The US has shown the world that it is unreasonably overbearing and doesn't care a hoot about the rules-based system.  It is challenging the world system with its might.

The US has this warped mentality "I can do it but you can't" because it has the might to do it.  Stop complaining about China when you a bigger bully, US!.

Wednesday, October 3, 2018

Frasers Commercial Trust - Stock calls


Date Analyst Company Last Target Call Valuation
01/24/17 CIMB Frasers Commercial Trust 1.28 1.26 Hold DDM
01/24/17 DBS Vickers Frasers Commercial Trust 1.28 1.46 Buy DCF
01/24/17 DIR Frasers Commercial Trust 1.28 1.36 Hold DDM
01/24/17 DMG & Partners Frasers Commercial Trust 1.28 1.4 Neutral DDM
01/24/17 OCBC Frasers Commercial Trust 1.28 1.48 Buy
02/28/17 DIR Frasers Commercial Trust 1.27 1.42 Outperform DDM
03/10/17 DMG & Partners Frasers Commercial Trust 1.255 1.4 Neutral
03/14/17 OCBC Frasers Commercial Trust 1.25 1.39 Buy
04/07/17 DMG & Partners Frasers Commercial Trust 1.315 1.4 Neutral DDM
04/18/17 DIR Frasers Commercial Trust 1.325 1.42 Outperform
04/21/17 OCBC Frasers Commercial Trust 1.325 1.39 Buy
04/24/17 CIMB Frasers Commercial Trust 1.335 1.35 Hold DDM
04/24/17 DIR Frasers Commercial Trust 1.335 1.45 Outperform DDM
04/25/17 DBS Vickers Frasers Commercial Trust 1.35 1.52 Buy DCF
05/30/17 DBS Vickers Frasers Commercial Trust 1.38 1.52 Buy DCF
07/12/17 DMG & Partners Frasers Commercial Trust 1.41 1.4 Neutral
07/25/17 CIMB Frasers Commercial Trust 1.425 1.45 Hold DDM
07/25/17 DBS Vickers Frasers Commercial Trust 1.425 1.61 Buy DCF
07/26/17 OCBC Frasers Commercial Trust 1.44 1.42 Hold
07/26/17 DIR Frasers Commercial Trust 1.44 1.45 Hold DDM
09/04/17 OCBC Frasers Commercial Trust 1.395 1.42 Hold
09/21/17 DMG & Partners Frasers Commercial Trust 1.41 1.4 Neutral
09/25/17 Lim & Tan Frasers Commercial Trust 1.395 0 Hold
09/26/17 DIR Frasers Commercial Trust 1.38 1.43 Hold DDM
10/23/17 OCBC Frasers Commercial Trust 1.41 1.42 Hold DDM
10/23/17 DMG & Partners Frasers Commercial Trust 1.41 1.39 Neutral DDM
10/23/17 CIMB Frasers Commercial Trust 1.41 1.46 Hold DDM
10/23/17 DBS Vickers Frasers Commercial Trust 1.41 1.55 Buy DCF
11/06/17 OCBC Frasers Commercial Trust 1.39 1.42 Hold
11/07/17 DBS Vickers Frasers Commercial Trust 1.395 1.55 Buy DCF
12/15/17 OCBC Frasers Commercial Trust 1.44 1.42 Hold
12/18/17 OCBC Frasers Commercial Trust 1.42 1.51 Buy DDM
01/05/18 DMG & Partners Frasers Commercial Trust 1.53 1.39 Neutral
01/19/18 DBS Vickers Frasers Commercial Trust 1.51 1.71 Buy DCF
01/23/18 OCBC Frasers Commercial Trust 1.55 1.51 Hold
01/23/18 DMG & Partners Frasers Commercial Trust 1.55 1.55 Neutral DDM
01/24/18 CIMB Frasers Commercial Trust 1.52 1.55 Hold DDM
02/20/18 DBS Vickers Frasers Commercial Trust 1.44 1.71 Buy
04/05/18 OCBC Frasers Commercial Trust 1.41 1.51 Buy
04/13/18 DBS Vickers Frasers Commercial Trust 1.46 1.71 Buy DCF
04/23/18 CIMB Frasers Commercial Trust 1.46 1.5 Hold DDM
04/23/18 OCBC Frasers Commercial Trust 1.46 1.54 Buy
04/23/18 DMG & Partners Frasers Commercial Trust 1.46 1.49 Neutral DDM
04/23/18 DBS Vickers Frasers Commercial Trust 1.46 1.65 Buy DCF
04/23/18 Kim Eng Frasers Commercial Trust 1.46 2.55 Buy
05/17/18 DMG & Partners Frasers Commercial Trust 1.36 1.49 Neutral
05/31/18 DBS Vickers Frasers Commercial Trust 1.36 1.65 Buy
07/02/18 OCBC Frasers Commercial Trust 1.38 1.53 Buy
07/11/18 DBS Vickers Frasers Commercial Trust 1.39 1.65 Buy
07/26/18 CIMB Frasers Commercial Trust 1.46 1.5 Hold DDM
08/02/18 DBS Vickers Frasers Commercial Trust 1.42 1.65 Buy
09/25/18 DBS Vickers Frasers Commercial Trust 1.43 1.65 Buy
09/27/18 OCBC Frasers Commercial Trust 1.45 1.53 Buy

Frasers Centrepoint Trust - Stock calls


Date Analyst Company Last Target Call Valuation
01/03/17 DMG & Partners Frasers Centrepoint Trust 1.9 2.22 Buy DDM
01/09/17 DBS Vickers Frasers Centrepoint Trust 1.97 2.29 Buy DCF
01/12/17 HSBC Frasers Centrepoint Trust 1.995 2.3 Buy
01/18/17 DIR Frasers Centrepoint Trust 1.99 2.28 Outperform DDM
01/23/17 CIMB Frasers Centrepoint Trust 1.965 2.01 Add DDM
01/23/17 DBS Vickers Frasers Centrepoint Trust 1.965 2.2 Buy DCF
01/23/17 Lim & Tan Frasers Centrepoint Trust 1.965 0 Hold
01/23/17 OCBC Frasers Centrepoint Trust 1.965 2.28 Buy
01/23/17 Phillip Frasers Centrepoint Trust 1.965 2 Neutral DDM
01/31/17 Credit Suisse Frasers Centrepoint Trust 1.995 2.23 Outperform
03/06/17 OCBC Frasers Centrepoint Trust 2.01 2.28 Buy
03/07/17 UOB Kay Hian Frasers Centrepoint Trust 2.01 2.15 Hold
03/10/17 DMG & Partners Frasers Centrepoint Trust 1.965 2.22 Buy
03/27/17 DIR Frasers Centrepoint Trust 2.06 2.28 Outperform DDM
04/07/17 DMG & Partners Frasers Centrepoint Trust 2.06 2.22 Buy DDM
04/11/17 UOB Kay Hian Frasers Centrepoint Trust 2.07 2.15 Hold DDM, Buy @ $1.90
04/18/17 DIR Frasers Centrepoint Trust 2.09 2.28 Outperform
04/25/17 OCBC Frasers Centrepoint Trust 2.12 2.28 Buy
04/26/17 CIMB Frasers Centrepoint Trust 2.11 2.2 Add DDM
04/26/17 DBS Vickers Frasers Centrepoint Trust 2.11 2.2 Buy DCF
04/26/17 DIR Frasers Centrepoint Trust 2.11 2.31 Outperform DDM
04/27/17 Lim & Tan Frasers Centrepoint Trust 2.15 0 Hold
04/27/17 Phillip Frasers Centrepoint Trust 2.15 2.04 Neutral DDM
05/11/17 Amfrasers Frasers Centrepoint Trust 2.01 2.1 Buy DDM
05/25/17 UOB Kay Hian Frasers Centrepoint Trust 2.08 2.26 Buy
05/30/17 DBS Vickers Frasers Centrepoint Trust 2.08 2.2 Buy DCF
06/05/17 OCBC Frasers Centrepoint Trust 2.1 2.28 Buy
06/06/17 DIR Frasers Centrepoint Trust 2.09 2.31 Outperform
06/14/17 Amfrasers Frasers Centrepoint Trust 2.13 2.1 Hold
07/04/17 DMG & Partners Frasers Centrepoint Trust 2.14 2.22 Buy
07/25/17 Lim & Tan Frasers Centrepoint Trust 2.14 0 Buy
07/25/17 Phillip Frasers Centrepoint Trust 2.14 2.14 Neutral DDM, PB1.11x FY17
07/25/17 DIR Frasers Centrepoint Trust 2.14 2.36 Outperform DDM
07/25/17 Amfrasers Frasers Centrepoint Trust 2.14 2.11 Hold DDM
07/25/17 UOB Kay Hian Frasers Centrepoint Trust 2.14 2.26 Buy DDM
07/25/17 Credit Suisse Frasers Centrepoint Trust 2.14 2.24 Outperform
07/25/17 CIMB Frasers Centrepoint Trust 2.14 2.34 Add DDM
07/25/17 OCBC Frasers Centrepoint Trust 2.14 2.28 Buy
07/26/17 DBS Vickers Frasers Centrepoint Trust 2.14 2.26 Buy
08/22/17 OCBC Frasers Centrepoint Trust 2.11 2.28 Buy
09/13/17 Credit Suisse Frasers Centrepoint Trust 2.15 2.27 Outperform
09/21/17 DMG & Partners Frasers Centrepoint Trust 2.13 2.22 Buy
10/23/17 UOB Kay Hian Frasers Centrepoint Trust 2.19 2.26 buy
10/25/17 Lim & Tan Frasers Centrepoint Trust 2.24 0 Buy
10/26/17 OCBC Frasers Centrepoint Trust 2.21 2.4 Buy DDM
10/26/17 Phillip Frasers Centrepoint Trust 2.21 2.14 Neutral DDM
10/26/17 DMG & Partners Frasers Centrepoint Trust 2.21 2.24 Neutral DDM
10/26/17 UOB Kay Hian Frasers Centrepoint Trust 2.21 2.43 Buy DDM
10/26/17 CIMB Frasers Centrepoint Trust 2.21 2.38 Add DDM
10/26/17 DBS Vickers Frasers Centrepoint Trust 2.21 2.37 Buy
10/26/17 Credit Suisse Frasers Centrepoint Trust 2.21 2.26 Buy
11/30/17 OCBC Frasers Centrepoint Trust 2.21 2.4 Buy
12/01/17 UOB Kay Hian Frasers Centrepoint Trust 2.22 2.43 Buy
12/14/17 CIMB Frasers Centrepoint Trust 2.21 2.38 Add DDM
12/14/17 OCBC Frasers Centrepoint Trust 2.21 2.4 Buy
12/18/17 DBS Vickers Frasers Centrepoint Trust 2.2 2.37 Buy
12/19/17 DMG & Partners Frasers Centrepoint Trust 2.2 2.24 Neutral
01/02/18 Kim Eng Frasers Centrepoint Trust 2.24 2.45 Buy DDM
01/05/18 DMG & Partners Frasers Centrepoint Trust 2.29 2.24 Neutral
01/15/18 OCBC Frasers Centrepoint Trust 2.26 2.4 Buy
01/24/18 Phillip Frasers Centrepoint Trust 2.3 2.14 Neutral DDM, PB1.06x
01/24/18 UOB Kay Hian Frasers Centrepoint Trust 2.3 2.43 Buy DDM
01/24/18 Credit Suisse Frasers Centrepoint Trust 2.3 2.26 Neutral
01/24/18 OCBC Frasers Centrepoint Trust 2.3 2.49 Buy
01/24/18 CIMB Frasers Centrepoint Trust 2.3 2.41 Add DDM
01/24/18 Lim & Tan Frasers Centrepoint Trust 2.3 0 Buy
01/24/18 DBS Vickers Frasers Centrepoint Trust 2.3 2.48 Buy
02/20/18 DBS Vickers Frasers Centrepoint Trust 2.15 2.48 Buy
03/06/18 OCBC Frasers Centrepoint Trust 2.18 2.49 Buy
04/12/18 Kim Eng Frasers Centrepoint Trust 2.25 2.55 Buy
04/13/18 DBS Vickers Frasers Centrepoint Trust 2.24 2.48 Buy
04/25/18 OCBC Frasers Centrepoint Trust 2.22 2.49 Buy
04/26/18 Phillip Frasers Centrepoint Trust 2.21 2.14 Neutral DDM, PB1.06x
04/26/18 UOB Kay Hian Frasers Centrepoint Trust 2.21 2.43 Buy DDM
04/26/18 DBS Vickers Frasers Centrepoint Trust 2.21 2.45 Buy
04/26/18 CIMB Frasers Centrepoint Trust 2.21 2.41 Add DDM
05/08/18 DBS Vickers Frasers Centrepoint Trust 2.21 2.45 Buy
05/17/18 DMG & Partners Frasers Centrepoint Trust 2.16 2.24 Neutral
05/23/18 OCBC Frasers Centrepoint Trust 2.2 2.49 Buy
06/26/18 DBS Vickers Frasers Centrepoint Trust 2.17 2.45 Buy
07/06/18 DBS Vickers Frasers Centrepoint Trust 2.2 2.45 Buy
07/25/18 Kim Eng Frasers Centrepoint Trust 2.27 2.55 Buy DDM
07/25/18 UOB Kay Hian Frasers Centrepoint Trust 2.27 2.32 Buy DDM
07/25/18 OCBC Frasers Centrepoint Trust 2.27 2.49 Buy
07/25/18 CIMB Frasers Centrepoint Trust 2.27 2.41 Add DDM
07/25/18 Lim & Tan Frasers Centrepoint Trust 2.27 0 Hold
07/27/18 Phillip Frasers Centrepoint Trust 2.24 2.15 Neutral DDM, PB1.11x FY18
08/24/18 DBS Vickers Frasers Centrepoint Trust 2.28 2.45 Buy
09/04/18 OCBC Frasers Centrepoint Trust 2.27 2.49 Buy
09/05/18 CIMB Frasers Centrepoint Trust 2.29 2.49 Add DDM

Food Empire - Stock calls


Date Analyst Company Last Target Call Valuation
01/23/17 UOB Kay Hian Food Empire 0.565 0.78 Buy PER19x FY17
03/02/17 UOB Kay Hian Food Empire 0.57 0.78 Buy PER19x FY17
04/03/17 UOB Kay Hian Food Empire 0.58 0.78 Buy
04/11/17 DMG & Partners Food Empire 0.575 0.76 Buy PER18x FY17
05/03/17 UOB Kay Hian Food Empire 0.54 0.78 Buy
05/12/17 DMG & Partners Food Empire 0.58 0.85 Buy
05/16/17 DMG & Partners Food Empire 0.655 0.95 Buy PER18x FY17
05/16/17 UOB Kay Hian Food Empire 0.655 0.9 Buy PER19x FY17
08/14/17 UOB Kay Hian Food Empire 0.67 0.87 Buy PER19x FY17
08/14/17 DMG & Partners Food Empire 0.67 0.95 Buy PER18x FY17
11/10/17 DMG & Partners Food Empire 0.66 1 Buy PER18x FY18
12/19/17 DMG & Partners Food Empire 0.655 1 Buy
01/04/18 DMG & Partners Food Empire 0.705 1 Buy PER12x FY18
02/20/18 DMG & Partners Food Empire 0.67 1 Buy
03/02/18 DMG & Partners Food Empire 0.7 1.07 Buy PER18x FY18
05/14/18 DMG & Partners Food Empire 0.67 1.07 Buy PER18x FY18
06/22/18 DMG & Partners Food Empire 0.65 1.07 Buy
08/15/18 DMG & Partners Food Empire 0.56 0.6 Neutral PER14x FY18

Stock calls for 3 October 2018


Date Analyst Company Last Target Call Valuation
10/03/18 UOB Kay Hian CDL Hospitality 1.61 1.86 Buy
10/03/18 UOB Kay Hian CSE Global 0.49 0.59 Buy
10/03/18 DMG & Partners Dairy Farm 9.42 9.6 Buy
10/03/18 DBS Vickers Hi-P 1 1.3 Buy PER12x FY19
10/03/18 Macquarie Keppel Corp 7.04 8.4 Outperform Sum of parts
10/03/18 UOB Kay Hian OCBC 11.31 13.68 Buy
10/03/18 UOB Kay Hian Singtel 3.23 3.94 Buy
10/03/18 Tayrona Financial TA Corp 0.24 0.35 Overweight
10/03/18 UOB Kay Hian Valuetronics 0.7 0.96 Buy
10/03/18 OCBC Wheelock Properties 2.1 2.1 Accept Offer
10/03/18 OCBC Yangzijiang 1.26 1.32 Hold

IMF will cut global economic growth forecast next week.

https://www.publicfinanceinternational.org/news/2018/10/lagarde-hints-imf-set-cut-global-growth-forecast

This is an important event because the magnitude of the cut will send chills to the backbone of the economic growth engine.

If the forecast is revised down slightly, then it's a non-event but if the cut is more than expected, it will signal that the recession is coming.

A roundup of world economic growth.

https://finance.yahoo.com/news/calls-100-oil-back-apos-130219558.html

The oil prices will continue to race ahead because of sanctions against Iran and Venezuela.

The Europe and Asia including China are slowing down.

The US interest rates will continue to go up.

http://sg-stock.blogspot.com/2018/09/a-roundup-of-us-economic-situation.html

The US-China trade war will intensify no matter what because of Trump's "America First" policy.  Therefore, there will be more tariffs coming in the future to push up inflation around the globe.



Tuesday, October 2, 2018

First Sponsor - Stock calls


Date Analyst Company Last Target Call Valuation
08/31/17 Amfrasers First Sponsor 1.37 1.62 Not Rated RNAV (25% discount)
02/09/18 Lim & Tan First Sponsor 1.41 0 Buy
07/24/18 DBS Vickers First Sponsor 1.25 1.62 Buy

First Ship Lease Trust - Stock calls


Date Analyst Company Last Target Call Valuation
08/14/17 Amfrasers First Ship Lease Trust 0.08 0.13 Buy DCF
12/13/17 Amfrasers First Ship Lease Trust 0.082 0.15 Buy DCF
01/17/18 Amfrasers First Ship Lease Trust 0.093 0.15 Buy