| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/28/19 | OCBC | CapitaCommercial | 1.9 | 1.83 | Hold | |
| 01/28/19 | CIMB | CapitaCommercial | 1.9 | 1.94 | Add | |
| 01/28/19 | DBS Vickers | Ascendas India Trust | 1.08 | 1.25 | Buy | DDM |
| 01/28/19 | phillip | Cache Logistics | 0.75 | 0.75 | Neutral | DDM, PB1.14x FY19 |
| 01/28/19 | DBS Vickers | Cache Logistics | 0.75 | 0.75 | Hold | DCF |
| 01/28/19 | OCBC | Cache Logistics | 0.75 | 0.76 | Hold | |
| 01/28/19 | DMG & Partners | Cache Logistics | 0.75 | 0.81 | Buy | DDM |
| 01/28/19 | CIMB | Cache Logistics | 0.75 | 0.74 | Hold | |
| 01/28/19 | Kim Eng | Cache Logistics | 0.75 | 0.85 | Buy | |
| 01/28/19 | UOB Kay Hian | Capitamall Trust | 2.36 | 2.02 | Hold | Buy @ $1.84 |
| 01/28/19 | UOB Kay Hian | Frasers Centrepoint Trust | 2.29 | 2.32 | Buy | |
| 01/28/19 | CIMB | Frasers Centrepoint Trust | 2.29 | 2.35 | Add | DDM |
| 01/28/19 | DBS Vickers | Frasers Logistics | 1.06 | 1.2 | Buy | DCF |
| 01/28/19 | OCBC | Frasers Logistics | 1.06 | 1.19 | Buy | |
| 01/28/19 | CIMB | Frasers Logistics | 1.06 | 1.19 | Add | |
| 01/28/19 | UOB Kay Hian | Genting | 1.06 | 1.38 | Buy | EV/Ebitda10x FY19 |
| 01/28/19 | DMG & Partners | Golden Agri | 0.27 | 0.23 | Sell | Sum of parts, cut from $0.39 |
| 01/28/19 | Lim & Tan | Keppel Corp | 6.2 | 0 | Hold | |
| 01/28/19 | DBS Vickers | Keppel KBS | 0.68 | 0.8 | Buy | DCF |
| 01/28/19 | UOB Kay Hian | Keppel Reit | 1.18 | 1.35 | Buy | |
| 01/28/19 | UOB Kay Hian | Mapletree Industrial | 2.03 | 1.94 | Hold | Buy @ $1.78 |
| 01/28/19 | phillip | SGX | 7.57 | 8.36 | Buy | PER23.2x FY19 |
| 01/28/19 | OCBC | SGX | 7.57 | 7.98 | Buy | PER22x F19/20 |
| 01/28/19 | UOB Kay Hian | Suntec Reit | 1.93 | 2.01 | Hold | Buy @ $1.83 |
| 01/28/19 | CIMB | Suntec Reit | 1.93 | 2.06 | Add | |
| 01/28/19 | DBS Vickers | Y Venture | 0.13 | 0.11 | Cease Coverage | EV/Ebitda14x FY19 |
| 01/28/19 | CIMB | Y Venture | 0.13 | 0.1 | Reduce | PB1.7x FY20 |
Monday, January 28, 2019
Stock calls for 28 January 2019
Sunday, January 27, 2019
JP Morgan: Bitcoin could fall by 50% to $1260!
https://www.newsbtc.com/2019/01/26/jp-morgan-crypto-value-unproven-bitcoin-btc-could-fall-as-low-as-1260-in-near-future/
This is not a surprising prediction as bitcoin had fallen by 50% a few times. Please read our post for more details.
http://sg-stock.blogspot.com/2019/01/the-charades-of-cryptocurrency.html
When a product is built with a flawed structural design and also with bad economics, it is expected to be worthless as more people get educated about it.
Please read our post below for your own understanding.
http://sg-stock.blogspot.com/2018/11/a-financial-analysis-on-initial-coin.html
This is not a surprising prediction as bitcoin had fallen by 50% a few times. Please read our post for more details.
http://sg-stock.blogspot.com/2019/01/the-charades-of-cryptocurrency.html
When a product is built with a flawed structural design and also with bad economics, it is expected to be worthless as more people get educated about it.
Please read our post below for your own understanding.
http://sg-stock.blogspot.com/2018/11/a-financial-analysis-on-initial-coin.html
Saturday, January 26, 2019
Baltic dry index - 905
Today, Friday, January 25 2019, the Baltic Dry Index decreased by 34 points, reaching 905 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 - 1059
The US drilling rig count is up 9 units to 1,059 rigs working for the week ended Jan. 25, according to Baker Hughes data. The count is up 112 units from the 947 rigs working this time a year ago.
With a 9-rig gain, a total of 1,038 units were drilling on land for the week. Twenty rigs were drilling offshore as the segment gained a single unit. With one fewer rig working, a single unit remained drilling in inland waters.
US oil-directed rigs gained 10 units unit from last week to 862 units working, and up from the 759 rigs drilling for oil this week a year ago. With 197 units, one fewer unit was drilling for gas for the week. The count is up from the 188 units drilling for gas this time a year ago.
New Mexico saw the largest increase in units among the major oil and gas-producing states. With a 4-unit gain, the state’s rig count stood at 112 for the week. Three additional rigs were drilling in North Dakota to reach 57 units. Three states increased rig counts by 2 units: Louisiana, 63; West Virginia, 17; and Utah, 8. Increasing rig counts by a single unit each were Colorado, 35; Ohio, 18; and Alaska, 11.
Oklahoma, 126, and Kansas, 1, were unchanged this week.
Texas saw the largest drop, cutting 4 rigs to reach 517. Three states dropped a single unit each: Pennsylvania, 47; Wyoming, 33; and California, 6.
Canada continued to increase its rig count with a 23-unit gain over last week. With 232 rigs running, the count is still short of the 338 units drilling this week a year ago. Canada increased its oil-directed rigs by 18 to reach 146 units for the week and gained 5 gas-directed rigs to reach 86.
==================
Related stocks: Keppel Corp, Sembcorp Marine & Cosco
Singapore Ah Beng's ranting about Mahathir. (Funny video)
Friday, January 25, 2019
US Commerce Secretary: No US-China trade deal.
https://www.channelnewsasia.com/news/business/us-china-miles-and-miles-from-resolving-trade-conflict-ross-11163084
The US Commerce Secretary has stated it very subtly but clearly that there won't be any US-China trade deal by March 2019 since the differences are miles apart.
Therefore, the stock markets must not get too optimistic and get ahead of this tamed expectation.
The US Commerce Secretary has stated it very subtly but clearly that there won't be any US-China trade deal by March 2019 since the differences are miles apart.
Therefore, the stock markets must not get too optimistic and get ahead of this tamed expectation.
F&N - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 02/13/18 | phillip | F & N | 2.39 | 2.83 | Accumulate | Sum of parts, PER27.1x FY18 |
| 03/19/18 | phillip | F & N | 2.25 | 2.83 | Buy | |
| 04/16/18 | phillip | F & N | 2.12 | 2.83 | Buy | |
| 05/10/18 | phillip | F & N | 2.08 | 2.75 | Buy | Sum of parts |
Ezion - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/12/18 | CIMB | Ezion | 0.197 | 0.13 | Reduce | PB0.15x CY17 |
| 04/04/18 | DBS Vickers | Ezion | 0.197 | 0.13 | Fully Valued | |
| 04/10/18 | DBS Vickers | Ezion | 0.197 | 0.29 | Buy | PB1.4x FY18 |
| 04/17/18 | UOB Kay Hian | Ezion | 0.197 | 0.18 | Hold | PB1x FY19, Buy @ $0.151 |
| 04/25/18 | Amfrasers | Ezion | 0.158 | 0.1 | Sell | RNAV |
| 05/15/18 | DBS Vickers | Ezion | 0.115 | 0.29 | Buy | PB1.4x FY18 |
| 06/07/18 | DBS Vickers | Ezion | 0.105 | 0.29 | Buy | |
| 06/25/18 | UOB Kay Hian | Ezion | 0.09 | 0.12 | Hold | |
| 08/10/18 | DBS Vickers | Ezion | 0.08 | 0.21 | Buy | |
| 11/13/18 | DBS Vickers | Ezion | 0.047 | 0.14 | Buy | PB0.8x FY18 |
ESR-Reit - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/17/18 | Lim & Tan | ESR-Reit | 0.575 | 0 | Hold | |
| 01/18/18 | CIMB | ESR-Reit | 0.575 | 0.64 | Add | DDM |
| 01/18/18 | DBS Vickers | ESR-Reit | 0.575 | 0.63 | Buy | |
| 04/23/18 | DBS Vickers | ESR-Reit | 0.54 | 0.63 | Buy | |
| 04/23/18 | CIMB | ESR-Reit | 0.54 | 0.6 | Add | DDM |
| 05/21/18 | CIMB | ESR-Reit | 0.525 | 0.6 | Add | DDM |
| 05/21/18 | DBS Vickers | ESR-Reit | 0.525 | 0.63 | Buy | |
| 06/04/18 | CIMB | ESR-Reit | 0.505 | 0.62 | Add | |
| 08/14/18 | DBS Vickers | ESR-Reit | 0.51 | 0.63 | Buy | |
| 09/17/18 | DBS Vickers | ESR-Reit | 0.5 | 0.59 | Buy | DCF |
| 12/14/18 | OCBC | ESR-Reit | 0.5 | 0.59 | Buy | DDM |
| 01/18/19 | Lim & Tan | ESR-Reit | 0.53 | 0 | Hold | |
| 01/21/19 | CIMB | ESR-Reit | 0.53 | 0.62 | Add | DDM |
| 01/21/19 | OCBC | ESR-Reit | 0.53 | 0.575 | Buy | |
| 01/22/19 | DBS Vickers | ESR-Reit | 0.53 | 0.59 | Buy |
Stock calls for 25 January 2019
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/25/19 | Jefferies | Ascendas India Trust | 1.08 | 1.2 | Buy | |
| 01/25/19 | UOB Kay Hian | CapitaCommercial | 1.85 | 2.16 | Buy | DDM |
| 01/25/19 | DMG & Partners | CapitaCommercial | 1.85 | 1.86 | Neutral | DDM |
| 01/25/19 | DBS Vickers | CapitaCommercial | 1.85 | 2 | Buy | DCF |
| 01/25/19 | Lim & Tan | CapitaCommercial | 1.85 | 0 | Hold | |
| 01/25/19 | DBS Vickers | Comfortdelgro | 2.24 | 2.56 | Buy | |
| 01/25/19 | OCBC | Keppel Corp | 6.13 | 7.55 | Buy | |
| 01/25/19 | CIMB | Keppel Corp | 6.13 | 8.41 | Add | Sum of parts |
| 01/25/19 | CIMB | SGX | 7.5 | 7.9 | Add | PER22.1x FY20 |
| 01/25/19 | DMG & Partners | SGX | 7.5 | 8.2 | Buy | PER22x FY20 |
ICO downfall - Part 2
https://bitcoinexchangeguide.com/decentralized-home-sharing-platform-bee-token-to-charge-fees-to-customers-to-boost-revenue/
Bee token has crashed from a value of $11m to less than $500k now. This means that the ICO investors have suffered massive losses for this ICO.
This company is faltering and will likely fail as it will encounter cash flow problems due to insufficient revenues to cover its operational and marketing expenses.
Bee token is just one of the ICOs that will falter and/or fail in 2019-2020 and this is just the tip of the iceberg. Many ICO companies will follow suit and such news announcements will become a common theme in these 2 years.
https://sg-stock.blogspot.com/2019/01/the-ico-downfall.html
Bee token has crashed from a value of $11m to less than $500k now. This means that the ICO investors have suffered massive losses for this ICO.
This company is faltering and will likely fail as it will encounter cash flow problems due to insufficient revenues to cover its operational and marketing expenses.
Bee token is just one of the ICOs that will falter and/or fail in 2019-2020 and this is just the tip of the iceberg. Many ICO companies will follow suit and such news announcements will become a common theme in these 2 years.
https://sg-stock.blogspot.com/2019/01/the-ico-downfall.html
Thursday, January 24, 2019
Qualcomm has lost Huawei as a customer.
https://sg.finance.yahoo.com/news/huawei-announces-5g-smartphone-based-062312583.html
Huawei will be using its self-developed chips instead of using Qualcomm's. Huawei is also slowly replacing Intel chips with its own.
The slowdown in the western semiconductor industry will be real and permanent.
Huawei will be using its self-developed chips instead of using Qualcomm's. Huawei is also slowly replacing Intel chips with its own.
The slowdown in the western semiconductor industry will be real and permanent.
Singapore is facing a political upheaval now!
https://sg.news.yahoo.com/singapore-pms-brother-backs-rival-polls-loom-025338346.html
Lee Hsien Yang, son of LKY, has come out to support TCB openly to be the future leader of Singapore. In other words, LHY wants TCB to be the next PM of Singapore.
The acrimonious relationship in the Lee family, whereby the 2 siblings are against the current PM Lee Hsien Loong, will cause political upheaval in Singapore.
LHL will definitely become more offensive against LHY and his immediate family. Presently, AGC is going after LHY's wife and son under the blessing of LHL.
The next election will be a vote for change for Singapore. This is the only chance for true Singaporeans to change Singapore.
Lee Hsien Yang, son of LKY, has come out to support TCB openly to be the future leader of Singapore. In other words, LHY wants TCB to be the next PM of Singapore.
The acrimonious relationship in the Lee family, whereby the 2 siblings are against the current PM Lee Hsien Loong, will cause political upheaval in Singapore.
LHL will definitely become more offensive against LHY and his immediate family. Presently, AGC is going after LHY's wife and son under the blessing of LHL.
The next election will be a vote for change for Singapore. This is the only chance for true Singaporeans to change Singapore.
EC World Reit - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 04/16/18 | Soochow | EC World Reit | 0.735 | 0.88 | Buy | |
| 08/08/18 | Soochow | EC World Reit | 0.71 | 0.88 | Buy | |
| 11/07/18 | phillip | EC World Reit | 0.685 | 0.82 | Buy | DDM |
| 12/04/18 | CIMB | EC World Reit | 0.69 | 0.85 | Not Rated | Consensus target price |
| 01/09/19 | DMG & Partners | EC World Reit | 0.7 | 0.81 | Buy |
Dyna-Mac - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 03/22/18 | CIMB | Dyna-Mac | 0.13 | 0.18 | Add | PB1.8x CY18 |
| 09/03/18 | CIMB | Dyna-Mac | 0.107 | 0.13 | Add | PB1.3x CY18 |
Duty-Free - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/10/19 | Lim & Tan | Duty Free | 0.192 | 0 | Accumulate |
Stock calls for 24 January 2019
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/24/19 | OCBC | CapitaCommercial | 1.83 | 1.68 | Hold | |
| 01/24/19 | Phillip | Capitamall Trust | 2.31 | 2.09 | Neutral | DDM, PB1.06x FY19 |
| 01/24/19 | Kim Eng | Capitamall Trust | 2.31 | 2.25 | Hold | DDM |
| 01/24/19 | OCBC | Capitamall Trust | 2.31 | 2.25 | Hold | |
| 01/24/19 | DBS Vickers | Capitamall Trust | 2.31 | 2.44 | Buy | |
| 01/24/19 | OCBC | Mapletree Commercial | 1.72 | 1.79 | Hold | |
| 01/24/19 | CIMB | Mapletree Commercial | 1.72 | 1.79 | Add | DDM |
| 01/24/19 | DBS Vickers | Mapletree Commercial | 1.72 | 2 | Buy | DCF |
| 01/24/19 | Kim Eng | Mapletree Commercial | 1.72 | 1.6 | Hold | |
| 01/24/19 | Phillip | Mapletree Industrial | 1.96 | 2.03 | Neutral | DDM, PB1.36x FY19 |
| 01/24/19 | Kim Eng | Mapletree Industrial | 1.96 | 2.2 | Buy | DDM |
| 01/24/19 | Kim Eng | SIA | 9.5 | 11.2 | Buy | |
| 01/24/19 | CIMB | SIA | 9.5 | 10.25 | Hold | PB0.9x CY19 |
| 01/24/19 | DBS Vickers | Suntec Reit | 1.87 | 2.12 | Buy | DCF |
| 01/24/19 | OCBC | Suntec Reit | 1.87 | 1.86 | Hold | |
| 01/24/19 | DMG & Partners | Suntec Reit | 1.87 | 1.9 | Neutral | DDM |
| 01/24/19 | Jefferies | Suntec Reit | 1.87 | 1.85 | Hold | Up from $1.80 |
Fake news created by crypto proponents to promote bitcoin investment.
These crypto proponents are implementing a desperate marketing campaign to promote bitcoin investments because they have suffered heavy losses.
https://inspirednew.com/crypto/
The news article states that creative technology founder, Sim Wong Hoo, has divested his shareholdings and invested in bitcoins. This fake news is just a marketing campaign to promote bitcoin investments and lure ignorant investors into bitcoin.
The truth:
As creative technology is a public listed company, the company must report to SGX and make a public announcement about the departure of its key management personnel and also major changes in its key shareholding structure. No such announcement is being made on SGX company announcement web page.
Furthermore, there is no mention of Sim leaving creative technology in his latest interview.
https://www.sgsme.sg/news/lunch-sumiko-creative-technologys-sim-wong-hoo-back
When those crypto proponents are using such underhand method to promote bitcoin, you know bitcoin is nothing but a scam.
https://inspirednew.com/crypto/
The news article states that creative technology founder, Sim Wong Hoo, has divested his shareholdings and invested in bitcoins. This fake news is just a marketing campaign to promote bitcoin investments and lure ignorant investors into bitcoin.
The truth:
As creative technology is a public listed company, the company must report to SGX and make a public announcement about the departure of its key management personnel and also major changes in its key shareholding structure. No such announcement is being made on SGX company announcement web page.
Furthermore, there is no mention of Sim leaving creative technology in his latest interview.
https://www.sgsme.sg/news/lunch-sumiko-creative-technologys-sim-wong-hoo-back
When those crypto proponents are using such underhand method to promote bitcoin, you know bitcoin is nothing but a scam.
Wednesday, January 23, 2019
BCG Digital Ventures: Bitcoin will go to zero.
https://www.cnbc.com/2019/01/23/bitcoin-price-going-to-zero-davos-future-of-blockchain-tech-.html
The educated investors are waking up to the reality that crypto is never going to work as a currency because it doesn't fulfill the 3 important criteria.
If you still don't understand what we're trying to put across, please read our postings below.
http://sg-stock.blogspot.com/2019/01/the-charades-of-cryptocurrency.html
http://sg-stock.blogspot.com/2018/11/a-financial-analysis-on-initial-coin.html
As people get more educated about cryptos and ICOs, they will avoid them.
The educated investors are waking up to the reality that crypto is never going to work as a currency because it doesn't fulfill the 3 important criteria.
If you still don't understand what we're trying to put across, please read our postings below.
http://sg-stock.blogspot.com/2019/01/the-charades-of-cryptocurrency.html
http://sg-stock.blogspot.com/2018/11/a-financial-analysis-on-initial-coin.html
As people get more educated about cryptos and ICOs, they will avoid them.
Is Japan food safe for consumption? - part 3
Since CNY is coming, let's stay healthy by not eating Japanese food.
US FDA is still imposing the detention of Japan food products without examination.
https://www.accessdata.fda.gov/cms_ia/importalert_621.html
Eat at your own risk and don't complain when you develop cancer.
http://sg-stock.blogspot.com/2017/11/is-japan-food-safe-for-consumption-part.html
https://www.accessdata.fda.gov/cms_ia/importalert_621.html
Eat at your own risk and don't complain when you develop cancer.
http://sg-stock.blogspot.com/2017/11/is-japan-food-safe-for-consumption-part.html
DISA - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 06/25/18 | Amfrasers | DISA | 0.008 | 0.02 | Buy | DCF, PER23.9x FY21 |
| 07/03/18 | UOB Kay Hian | DISA | 0.009 | 0.013 | Buy | DCF |
| 08/30/18 | Amfrasers | DISA | 0.008 | 0.02 | Buy | DCF |
| 09/10/18 | UOB Kay Hian | DISA | 0.008 | 0.013 | Buy | DCF |
Delfi - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 02/28/18 | DMG & Partners | Delfi | 1.52 | 1.54 | Neutral | DCF |
| 05/09/18 | DBS Vickers | Delfi | 1.48 | 1.8 | Buy | PER26x FY18/19 |
| 05/09/18 | DMG & Partners | Delfi | 1.48 | 1.54 | Neutral | |
| 06/20/18 | DMG & Partners | Delfi | 1.32 | 1.47 | Buy | DCF |
| 08/06/18 | DMG & Partners | Delfi | 1.18 | 1.47 | Buy | DCF |
| 11/14/18 | DMG & Partners | Delfi | 1.19 | 1.59 | Buy | DCF |
| 12/14/18 | DMG & Partners | Delfi | 1.31 | 1.59 | Buy | |
| 01/02/19 | DMG & Partners | Delfi | 1.32 | 1.59 | Buy |
Del Monte - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 06/29/18 | Lim & Tan | Del Monte | 0.18 | 0 | Neutral |
Stock calls for 23 January 2019
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/23/19 | OCBC | Capitamall Trust | 2.27 | 2.12 | Hold | |
| 01/23/19 | Phillip | Frasers Centrepoint Trust | 2.27 | 2.21 | Neutral | DDM, PB1.09x FY19 |
| 01/23/19 | DBS Vickers | Frasers Centrepoint Trust | 2.27 | 2.4 | Buy | |
| 01/23/19 | phillip | HMI | 0.540 | 0.77 | Buy | |
| 01/23/19 | CIMB | Keppel Corp | 6.17 | 8.28 | Add | |
| 01/23/19 | Phillip | Keppel DC Reit | 1.44 | 1.52 | Accumulate | DDM |
| 01/23/19 | CIMB | Keppel DC Reit | 1.44 | 1.51 | Add | DDM |
| 01/23/19 | OCBC | Keppel DC Reit | 1.44 | 1.6 | Buy | |
| 01/23/19 | DBS Vickers | Keppel DC Reit | 1.44 | 1.6 | Buy | |
| 01/23/19 | DBS Vickers | Keppel Infrastructure | 0.515 | 0.58 | buy | DDM |
| 01/23/19 | DBS Vickers | Mapletree Industrial | 1.98 | 2.22 | Buy | PER16.8x FY19 |
| 01/23/19 | DIR | Mapletree Industrial | 1.98 | 1.78 | Underperform | |
| 01/23/19 | DBS Vickers | Mapletree Logistics | 1.34 | 1.5 | Buy | |
| 01/23/19 | Kim Eng | Mapletree Logistics | 1.34 | 1.3 | Hold | DDM |
| 01/23/19 | CIMB | Mapletree Logistics | 1.34 | 1.44 | Add | DDM |
| 01/23/19 | phillip | Q & M | 0.495 | 0.513 | Neutral | |
| 01/23/19 | phillip | Raffles Medical | 1.11 | 1.16 | Accumulate | |
| 01/23/19 | CIMB | Sembcorp Industries | 2.69 | 3.49 | Add | |
| 01/23/19 | phillip | Singapore O&G | 0.34 | 0.42 | Buy | |
| 01/23/19 | DBS Vickers | Soilbuild Reit | 0.62 | 0.65 | Buy | DCF |
| 01/23/19 | OCBC | Soilbuild Reit | 0.62 | 0.62 | Hold | |
| 01/23/19 | Jefferies | Soilbuild Reit | 0.62 | 0.62 | Hold | |
| 01/23/19 | CIMB | ST Engineering | 3.66 | 3.94 | Add | |
| 01/23/19 | OCBC | Suntec Reit | 1.86 | 1.83 | Hold |
BOE: Cryptos fail financial tests and are worthless.
https://cointelegraph.com/news/bank-of-england-adviser-cryptocurrencies-fail-basic-financial-tests-lack-value
Well, the truth hurts for the crypto proponents. We also share the same sentiment and we don't have any vested interest in any crypto. Please read our crypto postings.
http://sg-stock.blogspot.com/2019/01/the-charades-of-cryptocurrency.html
Well, the truth hurts for the crypto proponents. We also share the same sentiment and we don't have any vested interest in any crypto. Please read our crypto postings.
http://sg-stock.blogspot.com/2019/01/the-charades-of-cryptocurrency.html
Tuesday, January 22, 2019
DBS Bank - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/02/18 | UOB Kay Hian | DBS | 24.85 | 26.1 | Buy | GGM, PB1.38x FY18 |
| 01/05/18 | UOB Kay Hian | DBS | 26.5 | 29.5 | Buy | GGM, PB1.56x FY18 |
| 01/08/18 | DMG & Partners | DBS | 26.32 | 23.33 | Neutral | |
| 01/09/18 | Deutsche | DBS | 26.45 | 27.1 | Hold | |
| 01/10/18 | phillip | DBS | 26.51 | 29.3 | Buy | |
| 02/01/18 | OCBC | DBS | 26.4 | 29.5 | Buy | PB1.45x FY18 |
| 02/02/18 | UOB Kay Hian | DBS | 26.61 | 28.38 | Buy | |
| 02/08/18 | Macquarie | DBS | 25.36 | 27.5 | Outperform | |
| 02/08/18 | Lim & Tan | DBS | 25.36 | 0 | Buy | |
| 02/08/18 | DMG & Partners | DBS | 25.36 | 25 | Neutral | PB1.3x FY18 |
| 02/08/18 | Jefferies | DBS | 25.36 | 32.5 | Buy | |
| 02/09/18 | Kim Eng | DBS | 26.71 | 29.66 | Hold | |
| 02/09/18 | UOB Kay Hian | DBS | 26.71 | 30.4 | Buy | GGM, PB1.62x FY18 |
| 02/09/18 | CIMB | DBS | 26.71 | 29 | Add | GGM, PB1.5x FY18, PER11.6x FY19 |
| 02/12/18 | phillip | DBS | 26.71 | 29.3 | Buy | GGM, PB1.58x |
| 02/22/18 | UBS | DBS | 29.45 | 35 | Buy | |
| 03/02/18 | UOB Kay Hian | DBS | 28.8 | 30.4 | Buy | |
| 03/05/18 | OCBC | DBS | 28.41 | 32.53 | Buy | PB1.7x |
| 03/05/18 | Credit Suisse | DBS | 28.41 | 31.1 | Outperform | |
| 03/15/18 | DMG & Partners | DBS | 29.12 | 27 | Neutral | GGM, PB1.39x FY18 |
| 03/20/18 | Kim Eng | DBS | 28.07 | 29.66 | Hold | |
| 03/22/18 | Lim & Tan | DBS | 28.4 | 0 | Buy | |
| 04/03/18 | UOB Kay Hian | DBS | 27.32 | 30.4 | Buy | |
| 04/16/18 | Credit Suisse | DBS | 28.42 | 35.5 | Buy | |
| 04/19/18 | UOB Kay Hian | DBS | 29.36 | 31.08 | Buy | GGM, PB1.7x FY18 |
| 04/20/18 | CIMB | DBS | 29.92 | 33 | Add | GGM, PB1.7x FY18 |
| 04/30/18 | DMG & Partners | DBS | 30 | 27 | Neutral | |
| 04/30/18 | OCBC | DBS | 30 | 34.6 | Buy | |
| 04/30/18 | Jefferies | DBS | 30 | 35 | Buy | |
| 05/02/18 | phillip | DBS | 30.84 | 32.7 | Accumulate | GGM, PB1.8x FY18 |
| 05/02/18 | UOB Kay Hian | DBS | 30.84 | 35.5 | Buy | GGM, PB1.82x FY19 |
| 05/02/18 | DMG & Partners | DBS | 30.84 | 29.6 | Neutral | GGM, PB1.51x (ex-div) |
| 05/02/18 | CIMB | DBS | 30.84 | 34 | Add | GGM, PB1.8x FY18 |
| 05/02/18 | Lim & Tan | DBS | 30.84 | 0 | Buy on weakness | |
| 05/02/18 | Kim Eng | DBS | 30.84 | 30.8 | Hold | GGM, PB1.6 FY18 |
| 05/04/18 | Macquarie | DBS | 29.28 | 29.5 | Neutral | |
| 05/08/18 | Goldman Sachs | DBS | 28.97 | 36 | Buy | DDM |
| 06/04/18 | phillip | DBS | 28.3 | 32.7 | Accumulate | |
| 06/04/18 | UOB Kay Hian | DBS | 28.3 | 35.5 | Buy | |
| 06/11/18 | CIMB | DBS | 28.5 | 34 | Add | GGM, PB1.5x CY18 |
| 06/13/18 | OCBC | DBS | 28.48 | 34.6 | Buy | |
| 06/26/18 | UOB Kay Hian | DBS | 26.66 | 30.15 | Buy | GGM, PB1.65x FY18 |
| 06/29/18 | DMG & Partners | DBS | 26.49 | 30.3 | Buy | GGM, PB1.47x FY19 |
| 07/02/18 | phillip | DBS | 26.61 | 32.7 | Accumulate | |
| 07/03/18 | UOB Kay Hian | DBS | 26.38 | 30.15 | Buy | |
| 07/12/18 | OCBC | DBS | 26.01 | 32.67 | Buy | PB1.7x |
| 07/16/18 | DMG & Partners | DBS | 26.25 | 30.3 | Buy | GGM, PB1.47x FY19 |
| 07/18/18 | UOB Kay Hian | DBS | 26.01 | 28.95 | Buy | GGM, PB1.58x FY18 |
| 08/01/18 | phillip | DBS | 26.75 | 32.7 | Accumulate | |
| 08/02/18 | Macquarie | DBS | 26.94 | 29.5 | Neutral | |
| 08/02/18 | DMG & Partners | DBS | 26.94 | 30.3 | Buy | |
| 08/02/18 | Lim & Tan | DBS | 26.94 | 0 | Buy | |
| 08/02/18 | Jefferies | DBS | 26.94 | 31 | Buy | |
| 08/03/18 | UOB Kay Hian | DBS | 26.5 | 28.2 | Hold | GGM, PB1.55x FY18, Buy @ $25.50 |
| 08/03/18 | CIMB | DBS | 26.5 | 28 | Hold | GGM, PB1.4x |
| 08/06/18 | phillip | DBS | 26.15 | 33.32 | Buy | GGM, PB1.7x |
| 09/17/18 | DMG & Partners | DBS | 24.85 | 30.3 | Buy | GGM, PB1.51x FY19 |
| 10/02/18 | phillip | DBS | 25.97 | 33.32 | Buy | |
| 10/11/18 | Jefferies | DBS | 24.95 | 31 | Buy | |
| 10/15/18 | DMG & Partners | DBS | 24.42 | 30.3 | Buy | |
| 10/17/18 | UOB Kay Hian | DBS | 24.24 | 29.5 | Buy | GGM, PB1.53x FY19 |
| 11/01/18 | phillip | DBS | 23.46 | 33.32 | Buy | |
| 11/02/18 | Amfrasers | DBS | 23.95 | 27.7 | Buy | |
| 11/02/18 | UOB Kay Hian | DBS | 23.95 | 29.5 | Buy | GGM, PB1.56x FY19 |
| 11/05/18 | Lim & Tan | DBS | 24.66 | 0 | Buy | |
| 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 |
| 11/08/18 | Macquarie | DBS | 23.77 | 27 | Neutral | |
| 11/08/18 | phillip | DBS | 23.77 | 29.02 | Buy | GGM, PB1.5x FY19 |
| 12/04/18 | UOB Kay Hian | DBS | 25.11 | 29.5 | Buy | |
| 12/14/18 | DMG & Partners | DBS | 23.92 | 29.8 | Buy | |
| 01/02/19 | DMG & Partners | DBS | 23.69 | 29.8 | Buy | GGM, PB1.54x FY19 |
| 01/03/19 | CIMB | DBS | 23.49 | 27 | Hold | PER10.7x FY20 |
| 01/08/19 | UOB Kay Hian | DBS | 23.75 | 28.5 | Buy |
Dasin Retail - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/16/18 | phillip | Dasin Retail | 0.85 | 0.98 | Buy | DDM |
| 03/02/18 | phillip | Dasin Retail | 0.87 | 0.98 | Buy | DDM |
| 05/25/18 | phillip | Dasin Retail | 0.86 | 0.97 | Buy | DDM |
| 08/14/18 | phillip | Dasin Retail | 0.9 | 0.97 | Accumulate | DDM |
| 10/17/18 | phillip | Dasin Retail | 0.855 | 0.97 | Accumulate | |
| 11/07/18 | phillip | Dasin Retail | 0.86 | 0.95 | Accumulate | DDM |
| 11/13/18 | Soochow | Dasin Retail | 0.855 | 0.97 | Buy |
Dairy Farm - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/04/18 | DMG & Partners | Dairy Farm | 7.9 | 9.53 | Buy | DCF |
| 02/19/18 | DMG & Partners | Dairy Farm | 8.38 | 9.53 | Buy | DCF |
| 03/09/18 | CIMB | Dairy Farm | 8.21 | 8.4 | Hold | PER21x CY19 |
| 03/12/18 | phillip | Dairy Farm | 8.03 | 9.83 | Buy | Sum of parts |
| 03/12/18 | Lim & Tan | Dairy Farm | 8.03 | 0 | Hold | PER20x & 2.62% yield |
| 03/13/18 | DBS Vickers | Dairy Farm | 8.09 | 9.54 | Buy | Sum of parts |
| 03/27/18 | DMG & Partners | Dairy Farm | 9.1 | 9.16 | Buy | DCF |
| 03/28/18 | DBS Vickers | Dairy Farm | 8 | 9.77 | Buy | Sum of parts |
| 04/16/18 | phillip | Dairy Farm | 8.27 | 9.83 | Buy | |
| 04/16/18 | DMG & Partners | Dairy Farm | 8.27 | 9.16 | Buy | |
| 05/21/18 | DMG & Partners | Dairy Farm | 8.6 | 9.66 | Buy | DCF |
| 05/31/18 | CIMB | Dairy Farm | 8.95 | 9.55 | Add | |
| 06/05/18 | DBS Vickers | Dairy Farm | 8.9 | 9.77 | Buy | |
| 06/22/18 | DMG & Partners | Dairy Farm | 8.83 | 9.66 | Buy | |
| 07/16/18 | phillip | Dairy Farm | 9.29 | 9.83 | Buy | |
| 07/27/18 | DBS Vickers | Dairy Farm | 9.23 | 9.35 | Hold | Sum of parts |
| 07/30/18 | DMG & Partners | Dairy Farm | 9.15 | 9.6 | Neutral | DCF |
| 07/30/18 | CIMB | Dairy Farm | 9.15 | 9.55 | Hold | PER23.5x CY19 |
| 08/30/18 | DMG & Partners | Dairy Farm | 9.2 | 9.6 | Neutral | |
| 09/14/18 | CIMB | Dairy Farm | 9.1 | 9.55 | Hold | |
| 10/03/18 | DMG & Partners | Dairy Farm | 9.42 | 9.6 | Buy | |
| 10/08/18 | DMG & Partners | Dairy Farm | 9.15 | 9.6 | Neutral | |
| 10/23/18 | CIMB | Dairy Farm | 8.95 | 9.55 | Hold |
Subscribe to:
Posts (Atom)
