Date | Analyst | Company | Last | Target | Call | Valuation |
04/05/18 | Amfrasers | Mindchamps | 0.74 | 0.86 | Buy | DCF, PER23.2x FY18 |
04/23/18 | DMG & Partners | Mindchamps | 0.815 | 0.95 | Buy | EV/Ebitda19x & DCF |
04/27/18 | DMG & Partners | Mindchamps | 0.815 | 1 | Buy | EV/Ebitda19x & DCF |
05/09/18 | DMG & Partners | Mindchamps | 0.795 | 1 | Buy | EV/Ebitda19x & DCF |
05/15/18 | Amfrasers | Mindchamps | 0.78 | 0.86 | Buy | PER23.2x FY18 |
08/07/18 | DMG & Partners | Mindchamps | 0.67 | 1 | Buy | |
08/14/18 | Amfrasers | Mindchamps | 0.705 | 0.86 | Buy | DCF, PER22.6x FY18 |
08/21/18 | DMG & Partners | Mindchamps | 0.7 | 0.94 | Buy | |
10/11/18 | DMG & Partners | Mindchamps | 0.62 | 0.94 | Buy |
Wednesday, November 7, 2018
Mindchamps - Stock calls
Midas - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/01/17 | OCBC | Midas | 0.26 | 0.255 | Hold | PB0.6x FY17 |
03/02/17 | DBS Vickers | Midas | 0.245 | 0.36 | Buy | |
04/10/17 | DBS Vickers | Midas | 0.225 | 0.36 | Buy | |
04/11/17 | OCBC | Midas | 0.23 | 0.255 | Hold | |
05/18/17 | OCBC | Midas | 0.225 | 0.245 | Hold | PB0.6x FY17 |
05/23/17 | DBS Vickers | Midas | 0.225 | 0.36 | Buy | |
08/16/17 | OCBC | Midas | 0.215 | 0.225 | Hold | PB0.5x FY17 |
08/16/17 | DBS Vickers | Midas | 0.215 | 0.36 | Buy | PB0.8x |
11/14/17 | OCBC | Midas | 0.215 | 0.225 | Hold |
Stock calls for 7 November 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
11/07/18 | DBS Vickers | Breadtalk | 0.925 | 0.98 | Hold | Sum of parts |
11/07/18 | DMG & Partners | Breadtalk | 0.925 | 0.75 | Sell | Sum of parts |
11/07/18 | phillip | Dasin Retail | 0.86 | 0.95 | Accumulate | DDM |
11/07/18 | CIMB | DBS | 24 | 27 | Hold | GGM, PB1.44x FY19 |
11/07/18 | OCBC | DBS | 24 | 30.83 | Buy | GGM, PB1.5x |
11/07/18 | DMG & Partners | DBS | 24 | 29.8 | Buy | |
11/07/18 | Jefferies | DBS | 24 | 29.5 | Buy | PER12.5x FY19 |
11/07/18 | phillip | EC World Reit | 0.685 | 0.82 | Buy | DDM |
11/07/18 | UOB Kay Hian | Manulife US Reit | 0.76 | 1.07 | Buy | DDM |
11/07/18 | DBS Vickers | Manulife US Reit | 0.76 | 0.88 | Buy | DCF |
11/07/18 | Kim Eng | Netlink | 0.78 | 0.93 | Buy | DDM |
11/07/18 | OCBC | Netlink | 0.78 | 0.9 | Buy | |
11/07/18 | UOB Kay Hian | Singapore Medical | 0.4 | 0.74 | Buy | |
11/07/18 | CIMB | Singtel | 3.17 | 3.7 | Add | Sum of parts |
11/07/18 | CIMB | Starhub | 1.96 | 2 | Hold | DCF |
11/07/18 | Kim Eng | Starhub | 1.96 | 2.21 | Buy |
Tuesday, November 6, 2018
The more the US tries to hurt China, the more it will hurt itself. Why?
The US doesn't realize that its economy and China's economy are deeply intertwined in this globalization era.
The US imports a lot of China goods and causes China to accumulate a lot of USD in which China uses to purchase the US treasuries as there is no other financial market to absorb the huge quantity of USD investments. This is the rationale behind China being the largest foreign owner of US treasuries. However, the largest owner of the US treasuries is actually the US FED. This financial connection between the US and China has been working well because the US government can continue to finance its huge deficit to boost the US economy as China will always be a substantial buyer. Alas, all good things must come to an end and Trump is the president who will try to end this with his warped economic concepts.
Trump is trying to punish China by destroying China's economy with punitive tariffs. If China economic growth starts to slow down steeply, there will be capital flights and this will cause the Chinese yuan to depreciate faster. In order to stabilize China's economy, the Chinese government will need to buy the Chinese yuan by selling the USD. As there is a shortage of USD in the global market now including China, China will be forced to sell its US treasuries to get USD to buy the Chinese yuan. Subsequently, this will cause US interest rates to go up tremendously and saddle the US with higher interests.
Furthermore, China will also buy lesser US treasuries when its coffers are no longer as well stocked as before. This will definitely increase the difficulties for the US government to raise fund as there is no other substantial buyer like China.
http://sg-stock.blogspot.com/2018/10/usd-has-supply-shortage-now.html
The US government also tries to curb China's technological industry. However, this will only prompt China to develop and ramp up its own chips production faster, thereby, causing future chip sales losses in foreign chips manufacturers. In the end, the US chips industry will suffer.
http://sg-stock.blogspot.com/2018/10/the-global-semiconductor-slowdown-is.html
I've only stated some simplistic relationship between the US and China for our viewers to understand but the connection is more deeply ingrained.
The US imports a lot of China goods and causes China to accumulate a lot of USD in which China uses to purchase the US treasuries as there is no other financial market to absorb the huge quantity of USD investments. This is the rationale behind China being the largest foreign owner of US treasuries. However, the largest owner of the US treasuries is actually the US FED. This financial connection between the US and China has been working well because the US government can continue to finance its huge deficit to boost the US economy as China will always be a substantial buyer. Alas, all good things must come to an end and Trump is the president who will try to end this with his warped economic concepts.
Trump is trying to punish China by destroying China's economy with punitive tariffs. If China economic growth starts to slow down steeply, there will be capital flights and this will cause the Chinese yuan to depreciate faster. In order to stabilize China's economy, the Chinese government will need to buy the Chinese yuan by selling the USD. As there is a shortage of USD in the global market now including China, China will be forced to sell its US treasuries to get USD to buy the Chinese yuan. Subsequently, this will cause US interest rates to go up tremendously and saddle the US with higher interests.
Furthermore, China will also buy lesser US treasuries when its coffers are no longer as well stocked as before. This will definitely increase the difficulties for the US government to raise fund as there is no other substantial buyer like China.
http://sg-stock.blogspot.com/2018/10/usd-has-supply-shortage-now.html
The US government also tries to curb China's technological industry. However, this will only prompt China to develop and ramp up its own chips production faster, thereby, causing future chip sales losses in foreign chips manufacturers. In the end, the US chips industry will suffer.
http://sg-stock.blogspot.com/2018/10/the-global-semiconductor-slowdown-is.html
I've only stated some simplistic relationship between the US and China for our viewers to understand but the connection is more deeply ingrained.
What's at stakes for the US mid-term election in November?
The US politicians are struggling to gain control of the house and the Senate in the mid-term November election.
Currently, the analysts are expecting the Democrats to win the House while the Republicans will retain the Senate control. If this happens, the US will be in a gridlock and nothing bad will happen to the stock market as the US has been through a political gridlock numerous times.
However, the other negative scenario will be either party gains control of both the House and the Senate. If Trump gains control of the two, he will continue to pursue his "American First" policies more aggressively which include protectionism and unilateralism. If the Democrats gain control of the two, Trump will be encountering a political impasse and he will just become a useless President because the Senate and the House will reject and terminate his policies. Either way, this will cause a lot of stock market volatilities.
Monday, November 5, 2018
Micro-Mechanics - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
09/22/17 | Phillip | Micro-Mechanics | 1.545 | 2 | Buy | PER15x FY18 |
10/31/17 | Phillip | Micro-Mechanics | 2.03 | 2.5 | Buy | PER16x FY18 |
01/31/18 | Phillip | Micro-Mechanics | 2.35 | 2.5 | Accumulate | |
05/02/18 | Phillip | Micro-Mechanics | 1.82 | 2.3 | Buy | PER17x FY18 |
07/16/18 | Phillip | Micro-Mechanics | 1.82 | 2.3 | Buy | |
08/29/18 | Phillip | Micro-Mechanics | 1.83 | 2.3 | Buy | PER17x |
11/01/18 | Phillip | Micro-Mechanics | 1.8 | 2.05 | Buy | PER16x FY19 |
Metro - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
05/30/17 | Lim & Tan | Metro | 1.17 | 0 | Hold | |
05/25/18 | Lim & Tan | Metro | 1.17 | 0 | Hold |
Mermaid Maritime - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/03/17 | CIMB | Mermaid Maritime | 0.15 | 0.24 | Add | PB0.65x CY17 |
01/09/17 | DBS Vickers | Mermaid Maritime | 0.195 | 0.24 | Buy | PB0.7x FY17 |
03/02/17 | CIMB | Mermaid Maritime | 0.2 | 0.28 | Add | PB0.77x FY17 |
03/02/17 | DBS Vickers | Mermaid Maritime | 0.2 | 0.25 | Buy | DCF & PER0.7x |
05/17/17 | CIMB | Mermaid Maritime | 0.18 | 0.19 | Hold | PB0.56x FY17 |
05/17/17 | DBS Vickers | Mermaid Maritime | 0.18 | 0.2 | Hold | Sum of parts |
08/18/17 | CIMB | Mermaid Maritime | 0.143 | 0.14 | Reduce | PB0.4x FY17 |
08/18/17 | DBS Vickers | Mermaid Maritime | 0.143 | 0.14 | Hold | PB0.6x |
09/14/17 | CIMB | Mermaid Maritime | 0.126 | 0.14 | Reduce | |
11/16/17 | CIMB | Mermaid Maritime | 0.138 | 0.14 | Reduce | PB0.4x CY17 |
11/17/17 | DBS Vickers | Mermaid Maritime | 0.138 | 0.14 | Hold | PB0.6x |
01/12/18 | CIMB | Mermaid Maritime | 0.139 | 0.14 | Hold | PB0.43x CY18 |
01/23/18 | DBS Vickers | Mermaid Maritime | 0.155 | 0.14 | Hold | |
03/01/18 | CIMB | Mermaid Maritime | 0.152 | 0.16 | Hold | PB0.48x CY18 |
03/13/18 | DBS Vickers | Mermaid Maritime | 0.15 | 0.14 | Hold | Sum of parts |
05/18/18 | DBS Vickers | Mermaid Maritime | 0.138 | 0.13 | Hold | PB0.6x |
08/17/18 | DBS Vickers | Mermaid Maritime | 0.106 | 0.13 | Hold | Sum of parts |
08/20/18 | CIMB | Mermaid Maritime | 0.106 | 0.13 | Hold |
Stock calls for 5 November 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
11/05/18 | phillip | China Aviation Oil | 1.34 | 1.76 | Buy | PER11.5x FY19 |
11/05/18 | DBS Vickers | City Developments | 8.55 | 10 | Hold | |
11/05/18 | DBS Vickers | Comfortdelgro | 2.32 | 2.59 | Buy | |
11/05/18 | Lim & Tan | DBS | 24.66 | 0 | Buy | |
11/05/18 | DBS Vickers | Frasers Logistics | 1.04 | 1.2 | Buy | |
11/05/18 | DBS Vickers | Genting | 0.945 | 1.55 | Buy | |
11/05/18 | DBS Vickers | Koufu | 0.63 | 0.84 | Buy | |
11/05/18 | CIMB | M1 | 2.11 | 2.06 | Hold | Offer $2.06 |
11/05/18 | DMG & Partners | Manulife US Reit | 0.75 | 1.06 | Buy | DDM |
11/05/18 | DBS Vickers | Mapletree Logistics | 1.21 | 1.5 | Buy | |
11/05/18 | DMG & Partners | Moya Asia | 0.07 | 0.11 | Buy | DCF |
11/05/18 | DBS Vickers | Netlink | 0.775 | 0.87 | Buy | |
11/05/18 | DBS Vickers | PACC Offshore | 0.24 | 0.25 | Hold | |
11/05/18 | DBS Vickers | Riverstone | 1.18 | 1.17 | Hold | PER16x FY19 |
11/05/18 | CIMB | Riverstone | 1.18 | 1.3 | Add | PER16.7x CY19 |
11/05/18 | OCBC | Sembcorp Industries | 2.84 | 3.3 | Buy | Sum of parts |
11/05/18 | UOB Kay Hian | Sembcorp Industries | 2.84 | 3.41 | Buy | Sum of parts |
11/05/18 | CIMB | Sembcorp Industries | 2.84 | 3.49 | Add | Sum of parts |
11/05/18 | DBS Vickers | Sembcorp Industries | 2.84 | 3.7 | Buy | |
11/05/18 | DBS Vickers | Sheng Siong | 1.04 | 1.24 | Buy | |
11/05/18 | phillip | Sheng Siong | 1.04 | 1.13 | Accumulate | PER25x FY19 |
11/05/18 | UOB Kay Hian | Singapore Post | 1.03 | 1.04 | Hold | Sum of parts, PER24x FY19, Buy @ $0.90 |
11/05/18 | CIMB | Singapore Post | 1.03 | 1.12 | Hold | DCF, PER20.3x FY20 |
11/05/18 | DBS Vickers | Singapore Post | 1.03 | 1.04 | Hold | |
11/05/18 | DBS Vickers | ST Engineering | 3.52 | 4.3 | Buy | |
11/05/18 | DBS Vickers | Thai Beverage | 0.655 | 0.94 | Buy | |
11/05/18 | DBS Vickers | UOL | 6.32 | 7.82 | Hold | |
11/05/18 | DMG & Partners | Venture | 16.26 | 19 | Buy | PER14x FY19 |
11/05/18 | UOB Kay Hian | Venture | 16.26 | 12.9 | Sell | PER11x FY19 |
11/05/18 | OCBC | Venture | 16.26 | 20.13 | Buy | PER15x FY19 |
11/05/18 | DBS Vickers | Venture | 16.26 | 21.3 | Buy | PER15.8x FY18/19 |
11/05/18 | CIMB | Venture | 16.26 | 17.44 | Hold | PER12.3x FY20 |
11/05/18 | Lim & Tan | Venture | 16.26 | 0 | Hold | |
11/05/18 | CIMB | Yongnam | 0.186 | 0.45 | Add | PB0.8x FY19 |
Saturday, November 3, 2018
Self-flattery by the Australia trade minister.
https://sg.finance.yahoo.com/news/australia-trade-minister-visit-china-sign-thaw-024732600--finance.html
Any businessman can attend China International Import Export Expo (CIEE) and it is not a big deal. Therefore, the Australian trade minister doesn't need to extol this commercial trip to China.
Since Australia bans China 5G technology, I don't see why the China government official should grant him an official meeting.
It's best that the Australian trade minister goes back to Australia empty-handed so that Australia can do some introspection on how to improve the Aus-Sino relationship.
Any businessman can attend China International Import Export Expo (CIEE) and it is not a big deal. Therefore, the Australian trade minister doesn't need to extol this commercial trip to China.
Since Australia bans China 5G technology, I don't see why the China government official should grant him an official meeting.
It's best that the Australian trade minister goes back to Australia empty-handed so that Australia can do some introspection on how to improve the Aus-Sino relationship.
UN human rights group is a big joke!
https://sg.news.yahoo.com/china-committing-ethnic-cleansing-xinjiang-000044679.html
Where was the UN human rights group when the US fabricated fake intelligence reports on Iraq and invaded Iraq illegally?
Till today, no WMDs are found in Iraq after many civilians are killed during the invasion.
Where was the UN human rights group when the US fabricated fake intelligence reports on Iraq and invaded Iraq illegally?
Till today, no WMDs are found in Iraq after many civilians are killed during the invasion.
Apple fell nearly 7% in a single day.
https://www.cnbc.com/2018/11/02/warren-buffett-loses-nearly-4-billion-in-single-day-on-his-apple-stake.html?__source=yahoo%7Cfinance%7Cheadline%7Cstory%7C&par=yahoo&yptr=yahoo
We did warn about Apple's sales a few days ago.
http://sg-stock.blogspot.com/2018/10/apples-iphone-xr-is-having-lukewarm.html
Therefore, this steep fall is not surprising to us.
We did warn about Apple's sales a few days ago.
http://sg-stock.blogspot.com/2018/10/apples-iphone-xr-is-having-lukewarm.html
Therefore, this steep fall is not surprising to us.
Baltic dry index - 1457
Today, Friday, November 2 2018, the Baltic Dry Index decreased by 13 points, reaching 1457 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 - 1067
Highlights
The Baker Hughes North American rig count is down 3 rigs in the November 2 week to 1,265. The U.S. rig count is down 1 rig to 1,067 but is up 169 rigs from year at this time. The Canadian count is down 2 rigs from last week to 198 but, compared to last year, is up 6 rigs.
For the U.S. count, rigs classified as drilling for oil are down 1 at 874 and gas rigs remain unchanged at 193. For the Canadian count, oil rigs are down 3 at 121 and gas rigs are up 1 at 77.
====================
Related stocks: Keppel Corp, Sembcorp Marine & Cosco
The Baker Hughes North American rig count is down 3 rigs in the November 2 week to 1,265. The U.S. rig count is down 1 rig to 1,067 but is up 169 rigs from year at this time. The Canadian count is down 2 rigs from last week to 198 but, compared to last year, is up 6 rigs.
For the U.S. count, rigs classified as drilling for oil are down 1 at 874 and gas rigs remain unchanged at 193. For the Canadian count, oil rigs are down 3 at 121 and gas rigs are up 1 at 77.
====================
Related stocks: Keppel Corp, Sembcorp Marine & Cosco
Friday, November 2, 2018
Memtech - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/10/17 | OCBC | Memtech | 0.635 | 0.76 | Buy | |
02/27/17 | CIMB | Memtech | 0.65 | 0.76 | Add | PER8x FY18 |
02/27/17 | OCBC | Memtech | 0.65 | 0.77 | Hold | PER11.1x FY17, Buy @ $0.60 or lower |
04/25/17 | Lim & Tan | Memtech | 0.79 | 1 | Buy | PER10.6x, PB0.9x |
04/25/17 | UOB Kay Hian | Memtech | 0.79 | 1.05 | Buy | |
04/28/17 | CIMB | Memtech | 0.875 | 1.09 | Add | PER10x FY18 |
05/02/17 | OCBC | Memtech | 0.855 | 0.85 | Hold | |
05/19/17 | CIMB | Memtech | 0.785 | 1.09 | Add | PER10x FY18 |
05/29/17 | Lim & Tan | Memtech | 0.92 | 1.1 | Buy | PER11x, PB1x |
05/30/17 | UOB Kay Hian | Memtech | 0.97 | 1.15 | Buy | PER12.5x FY17 |
07/03/17 | UOB Kay Hian | Memtech | 0.895 | 1.15 | Buy | PER12.5x FY17 |
07/05/17 | CIMB | Memtech | 0.905 | 1.09 | Add | |
07/06/17 | OCBC | Memtech | 0.91 | 0.85 | Hold | |
07/28/17 | Lim & Tan | Memtech | 1.005 | 0 | Buy | |
08/04/17 | CIMB | Memtech | 1.035 | 1.16 | Add | PER10.4x FY18 |
08/08/17 | UOB Kay Hian | Memtech | 1.02 | 1.15 | Buy | PER12.5x FY17 |
08/11/17 | UOB Kay Hian | Memtech | 1.04 | 1.18 | Buy | PER10.3x FY18 |
08/11/17 | Lim & Tan | Memtech | 1.04 | 1.13 | Buy | PB1x |
09/05/17 | UOB Kay Hian | Memtech | 0.945 | 1.18 | Buy | PER10.3x FY18 |
10/04/17 | UOB Kay Hian | Memtech | 1.01 | 1.18 | Buy | PER10.3x FY18 |
10/11/17 | UOB Kay Hian | Memtech | 1.045 | 1.33 | Buy | PER11.6x FY18 |
10/11/17 | Lim & Tan | Memtech | 1.045 | 1.3 | Buy | PER13.7x |
11/02/17 | UOB Kay Hian | Memtech | 1.175 | 1.33 | Buy | |
11/13/17 | CIMB | Memtech | 1.14 | 1.33 | Add | PER10x FY19 |
12/20/17 | CIMB | Memtech | 1.09 | 1.33 | Add | |
01/10/18 | CIMB | Memtech | 1.15 | 1.33 | Add | PER10x FY19 |
01/24/18 | CLSA | Memtech | 1.28 | 2 | Buy | PEG0.45x, PER15x CY18 |
02/09/18 | UOB Kay Hian | Memtech | 1.29 | 1.43 | Buy | PER11.6x FY18 |
03/05/18 | Lim & Tan | Memtech | 1.52 | 0 | Buy | |
03/07/18 | CIMB | Memtech | 1.54 | 1.76 | Add | PER12x FY19 |
04/06/18 | UOB Kay Hian | Memtech | 1.58 | 1.5 | Hold | PER12x FY18, Buy @ $1.35 |
04/26/18 | Lim & Tan | Memtech | 1.37 | 0 | Hold | |
04/27/18 | CIMB | Memtech | 1.29 | 1.47 | Add | PER10x FY19 |
04/27/18 | UOB Kay Hian | Memtech | 1.29 | 1.32 | Hold | PER10.6x FY18, Buy @ $1.18 |
06/26/18 | CIMB | Memtech | 1.13 | 1.47 | Add | |
08/14/18 | CIMB | Memtech | 1.12 | 1.43 | Add | PER10x FY19 |
08/14/18 | UOB Kay Hian | Memtech | 1.12 | 1.08 | Hold | |
10/12/18 | UOB Kay Hian | Memtech | 0.85 | 0.95 | Hold | PER9.8x FY18, Buy @ $0.75 |
Megachem - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/06/17 | NRA | Megachem | 0.44 | 0.485 | Not Rated | DCF |
09/04/17 | NRA | Megachem | 0.39 | 0.485 | Not Rated | |
04/30/18 | NRA | Megachem | 0.385 | 0.51 | Not Rated | DCF, PER14.7x FY18 |
06/26/18 | SAC | Megachem | 0.32 | 0.5 | Buy | PER14.9x FY19 |
08/17/18 | NRA | Megachem | 0.32 | 0.51 | Not Rated |
MDR - Stock calls
-->
Date | Analyst | Company | Last | Target | Call | Valuation |
04/24/18 | NRA | MDR | 0.003 | 0.474 | Unrated | Mid-point of $0.366-0.582 |
Stock calls for 2 November 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
11/02/18 | Kim Eng | ART | 1.05 | 1.15 | Hold | DDM |
11/02/18 | OCBC | ART | 1.05 | 1.03 | Hold | |
11/02/18 | UOB Kay Hian | ART | 1.05 | 1.15 | Hold | DDM, Buy @ $1.05 |
11/02/18 | CIMB | ART | 1.05 | 1.12 | Hold | |
11/02/18 | Lim & Tan | ART | 1.05 | 0 | Buy | |
11/02/18 | DBS Vickers | Ascendas Hospitality Trust | 0.805 | 0.98 | Buy | DCF |
11/02/18 | DBS Vickers | CDL Hospitality | 1.44 | 1.85 | Buy | DCF |
11/02/18 | UOB Kay Hian | China Aviation Oil | 1.38 | 1.93 | Buy | PER13.5x FY18 |
11/02/18 | DMG & Partners | China Aviation Oil | 1.38 | 1.5 | Neutral | PER10x & PB1.2x & EV/Ebitda9x & DCF, PER7x FY19 (ex-cash), PEG1.3x FY19 |
11/02/18 | DBS Vickers | China Aviation Oil | 1.38 | 1.9 | Buy | |
11/02/18 | CIMB | China Aviation Oil | 1.38 | 1.83 | Add | PER12x FY19 |
11/02/18 | UOB Kay Hian | CSE Global | 0.45 | 0.59 | Buy | |
11/02/18 | Amfrasers | DBS | 23.95 | 27.7 | Buy | |
11/02/18 | UOB Kay Hian | DBS | 23.95 | 29.5 | Buy | |
11/02/18 | DBS Vickers | Japfa | 0.68 | 0.89 | Buy | Sum of parts (15% discount), PER12.6x FY19 |
11/02/18 | DBS Vickers | Manulife US Reit | 0.73 | 0.97 | Buy | |
11/02/18 | CIMB | OCBC | 11.15 | 14 | Add | GGM |
11/02/18 | DBS Vickers | OCBC | 11.15 | 13.2 | Buy | GGM, PB1.3x FY19 |
11/02/18 | UOB Kay Hian | OCBC | 11.15 | 14.05 | Buy | GGM, PB1.37x FY19 |
11/02/18 | UOB Kay Hian | Singtel | 3.18 | 3.94 | Buy | |
11/02/18 | DBS Vickers | Singtel | 3.18 | 3.64 | Buy | Sum of parts |
11/02/18 | UOB Kay Hian | ST Engineering | 3.54 | 4.06 | Buy | |
11/02/18 | DBS Vickers | Starhub | 1.98 | 2.45 | Buy | |
11/02/18 | UOB Kay Hian | Suntec Reit | 1.74 | 2.01 | Hold | |
11/02/18 | UOB Kay Hian | Thai Beverage | 0.635 | 0.84 | Buy | |
11/02/18 | UOB Kay Hian | Valuetronics | 0.635 | 0.96 | Buy |
The stock markets soar because Trump cannot take the heat from the trade war anymore.
https://sg.finance.yahoo.com/news/shares-soar-trump-hints-possible-061534970.html
Trump has relented in the US-China trade war because he cannot take the heat anymore since the mid-term November election is nearing.
We already knew this outcome and stated that the winner would be China in this trade war.
Trump has relented in the US-China trade war because he cannot take the heat anymore since the mid-term November election is nearing.
We already knew this outcome and stated that the winner would be China in this trade war.
Apple iphone sales disappoint.
https://finance.yahoo.com/news/apple-iphone-sales-disappoint-selling-prices-way-203721425.html
As expected, Apple sales disappoint and we already warned about this in our previous post.
http://sg-stock.blogspot.com/2018/10/apples-iphone-xr-is-having-lukewarm.html
This slowdown will impact other technology stocks and also apple suppliers.
As expected, Apple sales disappoint and we already warned about this in our previous post.
http://sg-stock.blogspot.com/2018/10/apples-iphone-xr-is-having-lukewarm.html
This slowdown will impact other technology stocks and also apple suppliers.
Thursday, November 1, 2018
Mapletree Logistics - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/09/17 | DBS Vickers | Mapletree Logistics | 1.04 | 1.15 | Buy | |
01/24/17 | DIR | Mapletree Logistics | 1.06 | 1.04 | Hold | DDM |
01/24/17 | UOB Kay Hian | Mapletree Logistics | 1.06 | 1.2 | Buy | DDM |
01/25/17 | CIMB | Mapletree Logistics | 1.055 | 1.02 | Hold | DDM |
01/25/17 | OCBC | Mapletree Logistics | 1.055 | 1.06 | Hold | |
01/31/17 | Credit Suisse | Mapletree Logistics | 1.055 | 1.12 | Neutral | |
02/28/17 | Deutsche | Mapletree Logistics | 1.07 | 1.15 | Buy | |
03/07/17 | UOB Kay Hian | Mapletree Logistics | 1.06 | 1.2 | Buy | |
03/24/17 | OCBC | Mapletree Logistics | 1.08 | 1.06 | Hold | |
03/30/17 | DBS Vickers | Mapletree Logistics | 1.09 | 1.28 | Buy | |
03/30/17 | DIR | Mapletree Logistics | 1.09 | 1.09 | Hold | DDM |
04/11/17 | UOB Kay Hian | Mapletree Logistics | 1.11 | 1.2 | Buy | |
04/18/17 | DIR | Mapletree Logistics | 1.105 | 1.09 | Hold | |
04/18/17 | Kim Eng | Mapletree Logistics | 1.105 | 1.2 | Hold | DDM |
05/02/17 | CIMB | Mapletree Logistics | 1.13 | 1.1 | Hold | DDM |
05/02/17 | DBS Vickers | Mapletree Logistics | 1.13 | 1.28 | Buy | |
05/02/17 | DIR | Mapletree Logistics | 1.13 | 1.1 | Hold | DDM |
05/02/17 | Kim Eng | Mapletree Logistics | 1.13 | 1.2 | Buy | DDM |
05/02/17 | OCBC | Mapletree Logistics | 1.13 | 1.14 | Hold | DDM |
05/25/17 | Deutsche | Mapletree Logistics | 1.155 | 1.2 | Buy | |
05/25/17 | UOB Kay Hian | Mapletree Logistics | 1.155 | 1.29 | Buy | |
06/12/17 | DBS Vickers | Mapletree Logistics | 1.2 | 1.28 | Buy | |
06/22/17 | Deutsche | Mapletree Logistics | 1.18 | 1.2 | Buy | |
06/22/17 | Kim Eng | Mapletree Logistics | 1.18 | 1.2 | Hold | |
07/03/17 | Kim Eng | Mapletree Logistics | 1.2 | 1.2 | Hold | |
07/05/17 | Lim & Tan | Mapletree Logistics | 1.195 | 0 | Hold | |
07/11/17 | DIR | Mapletree Logistics | 1.19 | 1.07 | Underperform | DDM |
07/11/17 | OCBC | Mapletree Logistics | 1.19 | 1.15 | Hold | DDM |
07/25/17 | UOB Kay Hian | Mapletree Logistics | 1.22 | 1.29 | Buy | DDM |
07/25/17 | Credit Suisse | Mapletree Logistics | 1.22 | 1.15 | Neutral | |
07/25/17 | Deutsche | Mapletree Logistics | 1.22 | 1.3 | Buy | |
07/26/17 | CIMB | Mapletree Logistics | 1.235 | 1.12 | Hold | DDM |
07/26/17 | DBS Vickers | Mapletree Logistics | 1.235 | 1.28 | Buy | DCF |
08/14/17 | OCBC | Mapletree Logistics | 1.19 | 1.15 | Hold | |
08/15/17 | DBS Vickers | Mapletree Logistics | 1.19 | 1.28 | Buy | |
08/30/17 | Kim Eng | Mapletree Logistics | 1.21 | 1.19 | Hold | DDM |
08/30/17 | CIMB | Mapletree Logistics | 1.21 | 1.13 | Hold | DDM |
08/30/17 | Lim & Tan | Mapletree Logistics | 1.21 | 0 | Hold | |
08/31/17 | OCBC | Mapletree Logistics | 1.23 | 1.35 | Buy | |
09/22/17 | OCBC | Mapletree Logistics | 1.2 | 1.35 | Buy | |
09/27/17 | DIR | Mapletree Logistics | 1.205 | 1.1 | Underperform | |
10/05/17 | OCBC | Mapletree Logistics | 1.24 | 1.35 | Buy | |
10/20/17 | DBS Vickers | Mapletree Logistics | 1.225 | 1.38 | Buy | |
10/23/17 | UOB Kay Hian | Mapletree Logistics | 1.24 | 1.29 | Buy | |
10/24/17 | Lim & Tan | Mapletree Logistics | 1.275 | 0 | Hold | |
10/25/17 | Credit Suisse | Mapletree Logistics | 1.255 | 1.18 | Neutral | |
10/25/17 | Kim Eng | Mapletree Logistics | 1.255 | 1.25 | Hold | DDM |
10/25/17 | CIMB | Mapletree Logistics | 1.255 | 1.21 | Hold | DDM |
10/25/17 | Deutsche | Mapletree Logistics | 1.255 | 1.35 | Buy | |
11/30/17 | OCBC | Mapletree Logistics | 1.26 | 1.35 | Buy | |
12/01/17 | UOB Kay Hian | Mapletree Logistics | 1.27 | 1.37 | Buy | |
12/06/17 | Lim & Tan | Mapletree Logistics | 1.28 | 0 | Hold | |
12/18/17 | DBS Vickers | Mapletree Logistics | 1.32 | 1.38 | Buy | |
01/09/18 | DBS Vickers | Mapletree Logistics | 1.36 | 1.38 | Buy | |
01/10/18 | Lim & Tan | Mapletree Logistics | 1.35 | 0 | Hold | |
01/23/18 | UOB Kay Hian | Mapletree Logistics | 1.35 | 1.41 | Hold | DDM |
01/23/18 | OCBC | Mapletree Logistics | 1.35 | 1.35 | Buy | |
01/23/18 | Deutsche | Mapletree Logistics | 1.35 | 1.4 | Buy | |
01/24/18 | CIMB | Mapletree Logistics | 1.38 | 1.43 | Add | DDM |
01/24/18 | Credit Suisse | Mapletree Logistics | 1.38 | 1.18 | Neutral | |
01/24/18 | OCBC | Mapletree Logistics | 1.38 | 1.48 | Buy | |
01/24/18 | DBS Vickers | Mapletree Logistics | 1.38 | 1.45 | Buy | |
02/14/18 | Deutsche | Mapletree Logistics | 1.23 | 1.35 | Buy | |
02/20/18 | DBS Vickers | Mapletree Logistics | 1.25 | 1.45 | Buy | |
03/06/18 | OCBC | Mapletree Logistics | 1.2 | 1.48 | Buy | |
04/16/18 | Kim Eng | Mapletree Logistics | 1.27 | 1.25 | Hold | |
04/27/18 | UOB Kay Hian | Mapletree Logistics | 1.26 | 1.41 | Hold | |
04/27/18 | OCBC | Mapletree Logistics | 1.26 | 1.48 | Buy | |
04/30/18 | OCBC | Mapletree Logistics | 1.27 | 1.44 | Buy | |
04/30/18 | Kim Eng | Mapletree Logistics | 1.27 | 1.25 | Hold | DDM |
05/02/18 | CIMB | Mapletree Logistics | 1.27 | 1.39 | Add | DDM |
06/21/18 | OCBC | Mapletree Logistics | 1.22 | 1.34 | Buy | |
06/26/18 | DBS Vickers | Mapletree Logistics | 1.22 | 1.48 | Buy | |
07/06/18 | Kim Eng | Mapletree Logistics | 1.23 | 1.25 | Hold | |
07/06/18 | DBS Vickers | Mapletree Logistics | 1.23 | 1.48 | Buy | |
07/24/18 | OCBC | Mapletree Logistics | 1.28 | 1.34 | Buy | |
07/25/18 | CIMB | Mapletree Logistics | 1.29 | 1.39 | Add | DDM |
07/25/18 | UOB Kay Hian | Mapletree Logistics | 1.29 | 1.36 | Hold | |
07/25/18 | DBS Vickers | Mapletree Logistics | 1.29 | 1.53 | Buy | |
08/24/18 | DBS Vickers | Mapletree Logistics | 1.25 | 1.53 | Buy | |
09/20/18 | OCBC | Mapletree Logistics | 1.26 | 1.34 | Buy | |
09/25/18 | Deutsche | Mapletree Logistics | 1.26 | 1.4 | Buy | |
10/01/18 | DBS Vickers | Mapletree Logistics | 1.23 | 1.5 | Buy | |
10/09/18 | OCBC | Mapletree Logistics | 1.22 | 1.37 | Buy | |
10/23/18 | Lim & Tan | Mapletree Logistics | 1.23 | 0 | Hold | |
10/24/18 | CIMB | Mapletree Logistics | 1.23 | 1.39 | Add | DDM |
10/24/18 | Kim Eng | Mapletree Logistics | 1.23 | 1.3 | Hold | DDM |
10/24/18 | UOB Kay Hian | Mapletree Logistics | 1.23 | 1.36 | Hold | DDM, Buy @ $1.15 |
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