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Tuesday, October 16, 2018

Hutchison Port - Stock calls


Date Analyst Company Last Target Call Valuation
01/05/17 OCBC Hutchison Port 0.435 0.46 Buy DDM
02/03/17 OCBC Hutchison Port 0.425 0.46 Buy
02/13/17 OCBC Hutchison Port 0.44 0.45 Hold Buy @ $0.41 or below
02/14/17 DBS Vickers Hutchison Port 0.415 0.42 Hold DCF
04/25/17 OCBC Hutchison Port 0.41 0.42 Hold
04/26/17 DBS Vickers Hutchison Port 0.395 0.42 Hold DCF
06/19/17 OCBC Hutchison Port 0.445 0.42 Hold Buy below $0.40
07/20/17 OCBC Hutchison Port 0.48 0.42 Sell
07/21/17 DBS Vickers Hutchison Port 0.445 0.42 Hold DCF
10/31/17 OCBC Hutchison Port 0.435 0.42 Hold
10/31/17 DBS Vickers Hutchison Port 0.435 0.39 Hold DCF
11/22/17 OCBC Hutchison Port 0.42 0.42 Hold Buy @ $0.39
02/06/18 OCBC Hutchison Port 0.375 0.43 Buy
02/06/18 DBS Vickers Hutchison Port 0.375 0.39 Hold DCF, Buy @ $0.35
04/16/18 OCBC Hutchison Port 0.33 0.43 Buy
04/16/18 DBS Vickers Hutchison Port 0.33 0.38 Buy DCF
06/01/18 OCBC Hutchison Port 0.275 0.43 Buy
06/05/18 DBS Vickers Hutchison Port 0.28 0.38 Buy
06/07/18 OCBC Hutchison Port 0.305 0.375 Buy
07/03/18 UOB Kay Hian Hutchison Port 0.28 0.34 Not Rated
07/17/18 OCBC Hutchison Port 0.28 0.37 Buy
07/24/18 OCBC Hutchison Port 0.275 0.36 Buy
07/25/18 DBS Vickers Hutchison Port 0.27 0.28 Hold DCF

HRnet Group - Stock calls


Date Analyst Company Last Target Call Valuation
07/20/17 Credit Suisse HRnetGroup 0.855 1.1 Outperform DCF, PER21.9x FY17
08/17/17 Credit Suisse HRnetGroup 0.75 1.04 Outperform
11/02/17 DMG & Partners HRnetGroup 0.865 1.14 Buy DCF, PER16x FY18 Ex-Cash
01/03/18 DBS Vickers HRnetGroup 0.79 0.96 Buy DCF & PER15x FY18 (ex-cash)
01/09/18 DMG & Partners HRnetGroup 0.82 1.14 Buy DCF
02/15/18 DMG & Partners HRnetGroup 0.81 1.14 Buy DCF
02/27/18 Credit Suisse HRnetGroup 0.805 1.06 Outperform
02/27/18 DBS Vickers HRnetGroup 0.805 0.97 Buy PER15x FY18, Ex-cash
05/11/18 DBS Vickers HRnetGroup 0.83 0.98 Buy DCF & PER15x (ex-cash)
05/11/18 DMG & Partners HRnetGroup 0.83 1.14 Buy DCF
06/11/18 DBS Vickers HRnetGroup 0.84 0.98 Buy
06/27/18 DMG & Partners HRnetGroup 0.865 1.18 Buy DCF
08/13/18 DMG & Partners HRnetGroup 0.9 1.18 Buy DCF
08/14/18 DBS Vickers HRnetGroup 0.885 1.01 Buy PER15x FY19, ex-cash
09/26/18 CIMB HRnetGroup 0.87 1.1 Add PER18x CY20

Stock calls for 16 October 2018


Date Analyst Company Last Target Call Valuation
10/16/18 DMG & Partners A-Reit 2.5 2.9 Buy DDM
10/16/18 DMG & Partners Cache Logistics 0.71 0.84 Buy DDM
10/16/18 DMG & Partners CapitaCommercial 1.69 1.8 Neutral DDM
10/16/18 DMG & Partners Capitamall Trust 2.09 2.14 Neutral DDM
10/16/18 DMG & Partners CDL Hospitality 1.53 1.8 Buy DDM
10/16/18 Amfrasers Comfortdelgro 2.12 2.72 Buy PER19x FY18
10/16/18 DMG & Partners Frasers Centrepoint Trust 2.23 2.24 Neutral DDM
10/16/18 DMG & Partners Frasers Commercial Trust 1.4 1.5 Neutral DDM
10/16/18 UOB Kay Hian Keppel Reit 1.14 1.35 Buy DDM
10/16/18 DMG & Partners Keppel Reit 1.14 1.07 Neutral DDM
10/16/18 DBS Vickers Keppel Reit 1.14 1.41 Buy
10/16/18 CIMB Keppel Reit 1.14 1.34 Add DDM
10/16/18 DMG & Partners Manulife US Reit 0.78 0.92 Buy DDM
10/16/18 DMG & Partners OUE Hospitality 0.69 0.8 Buy DDM
10/16/18 Macquarie SIA 9.2 11.7 Outperform EV/Ebitda7x FY19, Cut from $12.50
10/16/18 OCBC SPH 2.62 2.55 Hold
10/16/18 UOB Kay Hian SPH 2.62 2.75 Hold Buy @ $2.50
10/16/18 CIMB SPH 2.62 2.74 Hold Sum of parts
10/16/18 Lim & Tan SPH 2.62 0 Hold
10/16/18 DMG & Partners Starhill 0.67 0.8 Buy DDM
10/16/18 DMG & Partners Suntec Reit 1.78 1.9 Neutral DDM

Another 2 companies will delist from SGX this year.

https://www.businesstimes.com.sg/companies-markets/wheelock-properties-to-be-delisted-on-oct-18

https://www.businesstimes.com.sg/companies-markets/vard-to-delist-on-nov-2-requests-trading-halt

Sigh! SGX is finding it hard to retain listed companies because of its low liquidity.  Low liquidity usually will cause low valuation and this is a major problem for SGX.

Monday, October 15, 2018

New railway service between Iran and China was launched in September 2018.

https://www.railfreight.com/beltandroad/2018/09/05/new-railway-service-iran-china-launched-connecting-inner-mongolia-bam/

This railway service between Iran & China will definitely take more cargoes off the strait of Malacca and Singapore.  Look like the railway business between Iran and China has briskened to prompt the 2 countries to launch another new railway service.

https://www.lowyinstitute.org/publications/understanding-belt-and-road-initiative

Sigh! Malaysia and Singapore will suffer in the future because of the declining cargo volumes in the future.

Hotung - Stock calls


Date Analyst Company Last Target Call Valuation
01/20/17 DMG & Partners Hotung 1.515 1.9 Buy PB0.6x, Yield 7%
04/17/17 DMG & Partners Hotung 1.75 2 Buy PB0.6x FY17
06/07/17 UOB Kay Hian Hotung 1.87 3.38 Buy
06/12/17 Lim & Tan Hotung 1.92 3.02 Buy
07/05/17 UOB Kay Hian Hotung 1.865 3.38 Buy PB0.94x
08/17/17 UOB Kay Hian Hotung 2.1 2.93 Buy

Hotel Properties - Stock calls


Date Analyst Company Last Target Call Valuation
02/28/17 OCBC Hotel Properties 3.76 4.83 Buy
08/16/17 OCBC Hotel Properties 3.87 4.83 Buy
02/28/18 OCBC Hotel Properties 3.78 4.74 Buy RNAV
03/09/18 OCBC Hotel Properties 3.77 4.74 Buy
06/18/18 OCBC Hotel Properties 3.73 4.74 Buy
10/15/18 OCBC Hotel Properties 3.68 4.74 Buy

Hongkong Land - Stock calls

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Date Analyst Company Last Target Call Valuation
03/03/17 CIMB Hongkong Land 7.02 7.8 Add RNAV (40% discount)
03/03/17 DBS Vickers Hongkong Land 7.02 7.8 Buy RNAV (35% discount)
03/03/17 Lim & Tan Hongkong Land 7.02 0 Buy
03/06/17 Credit Suisse Hongkong Land 6.84 7.2 Neutral
03/06/17 DBS Vickers Hongkong Land 6.84 7.9 Buy
04/04/17 CIMB Hongkong Land 7.72 8.5 Add RNAV (35% discount)
05/04/17 DBS Vickers Hongkong Land 7.75 8.51 Buy RNAV (30% discount)
06/13/17 Lim & Tan Hongkong Land 7.76 0 Buy
08/03/17 DBS Vickers Hongkong Land 7.54 8.93 Buy RNAV (30% discount)
08/04/17 CIMB Hongkong Land 7.59 9.1 Add RNAV (35% discount)
08/07/17 DIR Hongkong Land 7.8 9.3 Buy RNAV (30% discount), Up from $8.70
11/10/17 DBS Vickers Hongkong Land 7.32 8.93 Buy RNAV (30% discount)
12/20/17 CIMB Hongkong Land 7.16 9.1 Add
03/09/18 CIMB Hongkong Land 6.76 9.1 Add RNAV (35% discount)
03/09/18 Lim & Tan Hongkong Land 6.76 0 Buy
03/12/18 DBS Vickers Hongkong Land 7.02 8.53 Buy RNAV (35% discount)
03/13/18 CIMB Hongkong Land 7 9.5 Add RNAV (30% discount)
05/11/18 DBS Vickers Hongkong Land 7.26 8.53 Buy
07/03/18 UOB Kay Hian Hongkong Land 7.13 8.55 Not Rated
07/24/18 DBS Vickers Hongkong Land 7.2 8.57 Buy
07/27/18 CIMB Hongkong Land 7.15 9.5 Add RNAV (30% discount)

Stock calls for 15 October 2018


Date Analyst Company Last Target Call Valuation
10/15/18 DMG & Partners DBS 24.42 30.3 Buy
10/15/18 Kim Eng Hi-P 0.915 0.84 Hold
10/15/18 OCBC Hotel Properties 3.68 4.74 Buy
10/15/18 UOB Kay Hian OCBC 10.75 14.05 Buy GGM, PB1.37x FY19
10/15/18 DBS Vickers Yangzijiang 1.27 1.82 Buy

AI robots will displace humans!

https://sg.finance.yahoo.com/news/don-apos-t-believe-world-113924974.html

This is sadly true and there is nothing we can do about it as long as economic growth is based on productivity.

All economies in this world focus on productivity for economic growth which is a singularity economic concept.  From the industrial revolution to AI development now, we can see that everything is about productivity which is about doing something faster and cheaper.  It is depressing to see that happening because we end up destroying our own economies with just being productive and ignoring other economic developments.

MIT also came up with the conclusion.

https://sg-stock.blogspot.com/2017/05/artificial-intelligence-will-destroy.html

We also gave a precursory on the new society in 2016.

https://sg-stock.blogspot.com/2016/12/the-new-economy-and-radical-social.html

Robotic soldiers are coming soon!

This robotic machine can have wide military applications.


The US used banned bombs in Syria!

https://www.presstv.com/Detail/2018/10/13/576883/USled-warplanes-drop-white-phosphorus-bombs-in-eastern-Syria-Report

The white phosphorus bombs are banned by the UN but the US still uses them.

It is really disgusting to listen to the US talks about human rights when the US uses banned bombs in a war.

Shame on you, USA!

Saturday, October 13, 2018

Baltic dry index - 1579

Today, Friday , October 12 2018, the Baltic Dry Index climbed by 64 points, reaching 1579 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 - 1063

Baker Hughes reports U.S. rig count up 11 to 1,063 rigs Baker Hughes reports that the U.S. rig count is up 11 rigs from last week to 1,063, with oil rigs up 8 to 869, gas rigs up 4 to 193, and miscellaneous rigs down 1 to 1. U.S. Rig Count is up 135 rigs from last year's count of 928, with oil rigs up 126, gas rigs up 8, and miscellaneous rigs up 1. The U.S. Offshore Rig Count is unchanged at 23 rigs and up 3 rigs year-over-year. The Canada Rig Count is up 13 rigs from last week to 195, with oil rigs up 8 to 127 and gas rigs up 5 to 68. The Canada Rig Count is down 17 rigs from last year's count of 212, with oil rigs up 15 and gas rigs down 32.

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Related stocks: Keppel Corp, Sembcorp Marine & Cosco

Friday, October 12, 2018

Hong Leong Finance - Stock calls


Date Analyst Company Last Target Call Valuation
04/05/17 DBS Vickers Hong Leong Finance 2.7 3.2 Buy GGM, PB0.8x FY17
08/10/17 DBS Vickers Hong Leong Finance 2.63 3.2 Buy GGM, PB0.8x FY17
11/13/17 DBS Vickers Hong Leong Finance 2.72 3.2 Buy GGM, PB0.8x FY17
01/05/18 DBS Vickers Hong Leong Finance 2.77 3.2 Buy
02/28/18 DBS Vickers Hong Leong Finance 2.68 3.2 Buy GGM, PB0.8x FY17
05/03/18 DBS Vickers Hong Leong Finance 2.8 3.2 Buy GGM
08/14/18 DBS Vickers Hong Leong Finance 2.7 3.2 Buy GGM, PB0l7x FY19

Hock Lian Seng - Stock calls


Date Analyst Company Last Target Call Valuation
02/16/17 UOB Kay Hian Hock Lian Seng 0.515 0.69 Buy PER7.6x FY17, Ex-Cash
03/02/17 phillip Hock Lian Seng 0.585 0.57 Neutral Sum of parts
03/02/17 UOB Kay Hian Hock Lian Seng 0.585 0.69 Buy
05/11/17 phillip Hock Lian Seng 0.475 0.57 Accumulate Sum of parts
05/11/17 UOB Kay Hian Hock Lian Seng 0.475 0.585 Buy PER7.6x FY17, Ex-Cash
12/06/17 DBS Vickers Hock Lian Seng 0.455 0.58 Not Rated PER11x FY18
02/20/18 UOB Kay Hian Hock Lian Seng 0.495 0.63 Buy
02/27/18 UOB Kay Hian Hock Lian Seng 0.51 0.65 Buy

Ho Bee - Stock calls


Date Analyst Company Last Target Call Valuation
01/11/17 Kim Eng Ho Bee 2.06 2.13 Hold
02/06/17 phillip Ho Bee 2.29 2 Accumulate
02/09/17 Lim & Tan Ho Bee 2.3 0 Buy
02/28/17 Kim Eng Ho Bee 2.3 2.47 Hold
03/02/17 phillip Ho Bee 2.26 2.64 Accumulate RNAV (30% discount)
03/08/17 UOB Kay Hian Ho Bee 2.32 2.82 Buy
03/13/17 Kim Eng Ho Bee 2.35 2.47 Hold
03/13/17 UOB Kay Hian Ho Bee 2.35 3.02 Buy
03/16/17 Kim Eng Ho Bee 2.3 2.6 Hold
04/26/17 Kim Eng Ho Bee 2.31 2.6 Hold RNAV (36% discount)
04/27/17 phillip Ho Bee 2.37 2.64 Accumulate RNAV (30% discount)
05/29/17 Kim Eng Ho Bee 2.36 3 Buy RNAV (29% discount)
06/16/17 Kim Eng Ho Bee 2.37 3 Buy
07/11/17 Kim Eng Ho Bee 2.35 3 Buy
08/14/17 phillip Ho Bee 2.32 2.98 Accumulate RNAV (30% discount)
08/22/17 CIMB Ho Bee 2.35 3.39 Add RNAV (35% discount)
08/28/17 Kim Eng Ho Bee 2.39 3 Buy
09/18/17 UOB Kay Hian Ho Bee 2.32 3.02 Buy
09/25/17 Kim Eng Ho Bee 2.36 3 Buy
11/10/17 phillip Ho Bee 2.57 2.98 Accumulate RNAV (30% discount)
11/17/17 Kim Eng Ho Bee 2.53 3 Buy
12/01/17 UOB Kay Hian Ho Bee 2.48 3.02 Buy
12/18/17 Kim Eng Ho Bee 2.41 3 Buy
03/01/18 Kim Eng Ho Bee 2.48 3.15 Buy RNAV (30% discount)
03/02/18 phillip Ho Bee 2.51 2.98 Accumulate RNAV (30% discount)
04/11/18 Kim Eng Ho Bee 2.54 3.15 Buy
04/27/18 Kim Eng Ho Bee 2.54 3.3 Buy RNAV (30% discount)
04/27/18 Lim & Tan Ho Bee 2.54 0 Buy
04/30/18 phillip Ho Bee 2.56 2.98 Accumulate RNAV (30% discount)
06/05/18 UOB Kay Hian Ho Bee 2.49 3.02 Buy
06/18/18 Lim & Tan Ho Bee 2.37 0 Buy
06/20/18 Kim Eng Ho Bee 2.36 3.3 Buy RNAV (30% discount)
07/09/18 phillip Ho Bee 2.3 2.98 Accumulate
07/09/18 Kim Eng Ho Bee 2.3 3.05 Buy
08/14/18 phillip Ho Bee 2.52 2.98 Accumulate RNAV (30% discount)
08/16/18 CIMB Ho Bee 2.57 2.9 Add
08/24/18 CIMB Ho Bee 2.65 3 Add RNAV (40% discount)
09/06/18 Kim Eng Ho Bee 2.59 3.05 Buy
09/18/18 CIMB Ho Bee 2.49 3 Add
10/02/18 CIMB Ho Bee 2.59 3 Add

Stock calls for 12 October 2018


Date Analyst Company Last Target Call Valuation
10/12/18 UOB Kay Hian Memtech 0.85 0.95 Hold PER9.8x FY18, Buy @ $0.75
10/12/18 CIMB SPH Reit 0.985 1.03 Hold DDM
10/12/18 DBS Vickers SPH Reit 0.985 1.04 Buy DCF
10/12/18 OCBC SPH Reit 0.985 0.99 Hold
10/12/18 Lim & Tan SPH Reit 0.985 0 Hold

China's export is still powering ahead despite the US tariffs.

https://www.reuters.com/article/us-china-economy-trade/china-september-exports-surge-creating-record-surplus-with-u-s-despite-tariffs-idUSKCN1MM080

China's export is still surging despite the US tariffs.  This shows that the impact from the US tariffs is still not felt by the Chinese as the consequence is being mitigated by the RMB depreciation.

With the upcoming stimulus packages from the central government, the Chinese will be able to withstand the US tariffs.

Thursday, October 11, 2018

The US is still trying to smear China.

https://sg.finance.yahoo.com/news/china-trying-sway-u-vote-poses-threat-officials-082849122.html

Despite falsely accusing China of implanting a small microchip as small as a grain of rice in some US servers and devices, the US is trying to accuse China of interfering in the US election now.

The US had discovered that it's impossible to discredit China based on the fraudulent microchip writeup through Bloomberg because of the insurmountable engineering feat of producing a 3-in-1 microchip.

http://sg-stock.blogspot.com/2018/10/the-us-is-embarking-on-anti-china.html

Therefore, the US has abandoned the spying story and moved on to the election story.

HMI - Stock calls


Date Analyst Company Last Target Call Valuation
02/10/17 Amfraserss HMI 0.645 0.84 Buy
02/13/17 Amfraserss HMI 0.645 0.86 Buy DCF, PER36x FY18
03/10/17 phillip HMI 0.61 0.83 Buy DCF
03/13/17 CIMB HMI 0.635 0.81 Add DCF
03/24/17 OCBC HMI 0.64 0.8 Buy DCF
04/20/17 OCBC HMI 0.625 0.8 Buy
04/20/17 UOB Kay Hian HMI 0.625 0.83 Buy DCF
05/09/17 CIMB HMI 0.615 0.81 Add DCF
05/12/17 OCBC HMI 0.605 0.8 Buy DCF
05/15/17 Amfrasers HMI 0.6 0.86 Buy DCF, PER38x FY18
05/15/17 CIMB HMI 0.6 0.83 Add DCF
05/15/17 phillip HMI 0.6 0.83 Buy DCF, PER35x FY18
06/05/17 Kim Eng HMI 0.63 0.84 Buy DCF, PER35x FY18
06/08/17 OCBC HMI 0.69 0.8 Buy
06/19/17 UOB Kay Hian HMI 0.685 0.83 Buy DCF
08/01/17 UOB Kay Hian HMI 0.665 0.83 Buy DCF
08/24/17 OCBC HMI 0.65 0.8 Buy DCF
08/25/17 Kim Eng HMI 0.645 0.8 Buy DCF
08/25/17 CIMB HMI 0.645 0.83 Add DCF
08/29/17 phillip HMI 0.645 0.83 Buy DCF
09/11/17 UOB Kay Hian HMI 0.635 0.83 Buy DCF
11/15/17 CIMB HMI 0.715 0.83 Add DCF
11/15/17 phillip HMI 0.715 0.83 Buy DCF
11/15/17 UOB Kay Hian HMI 0.715 0.83 Buy DCF
11/15/17 Kim Eng HMI 0.715 0.8 Buy DCF
01/08/18 CIMB HMI 0.665 0.83 Add DCF
02/14/18 phillip HMI 0.63 0.83 Buy DCF
02/14/18 UOB Kay Hian HMI 0.63 0.83 Buy DCF
02/14/18 Kim Eng HMI 0.63 0.8 Buy DCF
05/11/18 phillip HMI 0.645 0.83 Buy DCF
05/11/18 UOB Kay Hian HMI 0.645 0.83 Buy DCF
05/16/18 Kim Eng HMI 0.665 0.8 Buy
07/09/18 UOB Kay Hian HMI 0.595 0.82 Buy DCF
07/16/18 CIMB HMI 0.58 0.8 Add
08/21/18 CIMB HMI 0.575 0.8 Add
08/28/18 UOB Kay Hian HMI 0.62 0.82 Buy DCF
08/29/18 CIMB HMI 0.61 0.79 Add DCF
08/29/18 UOB Kay Hian HMI 0.61 0.84 Buy DCF
08/30/18 phillip HMI 0.615 0.83 Buy DCF

HLH - Stock calls


Date Analyst Company Last Target Call Valuation
06/29/18 SAC HLH 0.163 0.51 Buy RNAV (40% discount), PB0.8x FY18

HL Global - Stock calls


Date Analyst Company Last Target Call Valuation
02/21/17 Amfraserss HL Global 0.395 0 Not Rated Net-cash post divestment $0.65

Stock calls for 11 October 2018


Date Analyst Company Last Target Call Valuation
10/11/18 DBS Vickers Bumitama 0.66 0.85 Buy DCF
10/11/18 Kim Eng Bumitama 0.66 0.98 Buy
10/11/18 UOB Kay Hian Comfortdelgro 2.25 2.59 Buy PER16.8x FY19
10/11/18 CIMB Comfortdelgro 2.25 2.75 Add DCF
10/11/18 DMG & Partners CSE Global 0.475 0.59 Buy DCF
10/11/18 Jefferies DBS 24.95 31 Buy
10/11/18 DBS Vickers First Resources 1.68 1.97 Buy DCF
10/11/18 Kim Eng First Resources 1.68 2 Buy
10/11/18 DBS Vickers Golden Agri 0.255 0.33 Not Rated DCF
10/11/18 DBS Vickers Indofood Agri 0.215 0.21 Hold DCF
10/11/18 DMG & Partners Mindchamps 0.62 0.94 Buy
10/11/18 OCBC Netlink 0.785 0.9 Buy
10/11/18 Jefferies OCBC 10.95 14 Buy
10/11/18 Lim & Tan Sembcorp Industries 2.95 0 Buy
10/11/18 DMG & Partners Singtel 3.14 3.7 Buy
10/11/18 Jefferies UOB 25.88 34 Buy
10/11/18 DBS Vickers Wilmar 3.14 3.59 Buy DCF

The stock market rout is caused by the technology sector.

https://sg.news.yahoo.com/huawei-unveils-chips-boost-cloud-computing-shanghai-conference-022643629--finance.html

The Dow fell 831 points last night.  The Asian indices are falling like hell now!

What's the trigger point for the onslaught?

The trigger point is the structural reform in the technology sector in China.  After Huawei announced its AI chips for its servers, the announcement dawned on investors and me that the technological structural reform in China would kick out the US chips in the future because China-made electronics products like laptops, servers, smart devices, etc will be using China chips.  Consequently, the US chips makers will suffer as they will lose the world's largest market.

The stock analysts will have to scale back their technology stock valuations as this is not factored in their analyses.  Many tech stocks will get downgraded soon.

Watch out for the tech stocks now!





Wednesday, October 10, 2018

Hot News! Indonesia earthquake will cause death toll to exceed 7,000.

https://www.news.com.au/world/asia/missing-toll-soars-to-5000-in-engulfed-indonesia-quake-neighbourhoods/news-story/1306f0094870dbe1f7457e4ba42bc361

Liquefaction landslide wiped out the entire village in Indonesia!

Huawei will stop using Intel chips.

https://sg.news.yahoo.com/huawei-unveils-chips-boost-cloud-computing-shanghai-conference-022643629--finance.html

The US has caused Intel to lose a major client, Huawei, because of security concerns.  This has caused Huawei to develop its own chipsets to power its devices.  Huawei will not sell these chips to 3rd parties because it wants to satisfy its own internal demand first.

The US technology companies will lose a lot of businesses in China because China technology firms will start using its own locally produced chips.

Hi-P - Stock calls


Date Analyst Company Last Target Call Valuation
05/23/17 DBS Vickers Hi-P 0.88 1.07 Buy PER12x FY18
06/16/17 DBS Vickers Hi-P 0.935 1.07 Buy
08/07/17 DBS Vickers Hi-P 1.19 1.45 Buy PER13x
10/03/17 DBS Vickers Hi-P 1.405 1.67 Buy PER13.2x FY18
11/08/17 DBS Vickers Hi-P 1.93 2.3 Buy PER15.4x FY18
12/06/17 DBS Vickers Hi-P 1.61 2.3 Buy
12/21/17 Kim Eng Hi-P 1.75 2.11 Buy PB3.4x FY17, PER13.6x FY18, PEG0.7x
02/15/18 Kim Eng Hi-P 1.92 2.43 Buy PB3.2x FY18
02/15/18 DBS Vickers Hi-P 1.92 2.48 Buy PER14.4x FY18
04/03/18 DBS Vickers Hi-P 2.17 2.48 Buy
04/27/18 DBS Vickers Hi-P 1.8 1.88 Hold PER13.3x FY18
05/03/18 DBS Vickers Hi-P 1.69 1.8 Hold PER13.3x FY18
05/03/18 Lim & Tan Hi-P 1.69 0 Sell
05/04/18 Kim Eng Hi-P 1.57 1.45 Hold PB2x
08/02/18 DBS Vickers Hi-P 1.27 1.21 Hold PER11.2x FY18/19
08/03/18 Kim Eng Hi-P 1.15 1.27 Hold PB
10/03/18 DBS Vickers Hi-P 1 1.3 Buy PER12x FY19