Date | Analyst | Company | Last | Target | Call | Valuation |
02/22/19 | phillip | City Developments | 9.54 | 11.82 | Accumulate | RNAV (30% discount) |
02/22/19 | OCBC | City Developments | 9.54 | 10.68 | Buy | |
02/22/19 | DMG & Partners | City Developments | 9.54 | 9.2 | Neutral | RNAV (40% discount) |
02/22/19 | DBS Vickers | City Developments | 9.54 | 9.5 | Hold | RNAV (40% discount) |
02/22/19 | CIMB | City Developments | 9.54 | 10.66 | Add | |
02/22/19 | DMG & Partners | CSE Global | 0.465 | 0.6 | Buy | DCF |
02/22/19 | CIMB | CSE Global | 0.465 | 0.6 | Add | PER13.5x FY19 |
02/22/19 | UOB Kay Hian | CSE Global | 0.465 | 0.62 | Buy | |
02/22/19 | DBS Vickers | EC World Reit | 0.745 | 0.86 | Buy | DCF |
02/22/19 | DBS Vickers | First Sponsor | 1.27 | 1.62 | Buy | RNAV (35% discount) |
02/22/19 | CIMB | Genting | 1.11 | 1.28 | Add | EV/Ebitda9x CY20 |
02/22/19 | OCBC | Genting | 1.11 | 1.31 | Buy | FCFE |
02/22/19 | DMG & Partners | Genting | 1.11 | 1.22 | Buy | DCF |
02/22/19 | UOB Kay Hian | Genting | 1.11 | 1.32 | Buy | |
02/22/19 | Kim Eng | Genting | 1.11 | 1.26 | Buy | EV/Ebitda9x FY19 |
02/22/19 | DBS Vickers | Hi-P | 1.05 | 1.12 | Hold | |
02/22/19 | OCBC | ST Engineering | 3.71 | 4.01 | Buy | FCFE |
02/22/19 | DMG & Partners | ST Engineering | 3.71 | 4.1 | Buy | |
02/22/19 | UOB Kay Hian | ST Engineering | 3.71 | 4.06 | Buy | |
02/22/19 | Kim Eng | ST Engineering | 3.71 | 4.25 | Buy | DCF |
02/22/19 | DMG & Partners | UOB | 25.98 | 29.8 | Buy | PB1.35x FY19 |
02/22/19 | DMG & Partners | Wilmar | 3.39 | 3.58 | Buy | |
02/22/19 | CIMB | Wilmar | 3.39 | 3.96 | Add | Sum of parts |
02/22/19 | UOB Kay Hian | Wilmar | 3.39 | 3.9 | Buy |
Friday, February 22, 2019
Stock calls for 22 February 2019
Thursday, February 21, 2019
Keppel Infrastructure - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/23/18 | UOB Kay Hian | Keppel Infrastructure | 0.585 | 0.61 | Buy | |
01/24/18 | DBS Vickers | Keppel Infrastructure | 0.58 | 0.6 | Buy | DDM |
04/18/18 | DBS Vickers | Keppel Infrastructure | 0.545 | 0.6 | Buy | DDM |
07/19/18 | DBS Vickers | Keppel Infrastructure | 0.53 | 0.58 | Buy | DDM |
10/18/18 | DBS Vickers | Keppel Infrastructure | 0.49 | 0.58 | Buy | DDM |
10/18/18 | Lim & Tan | Keppel Infrastructure | 0.49 | 0 | Hold | |
11/16/18 | DBS Vickers | Keppel Infrastructure | 0.46 | 0.58 | Buy | DDM |
11/16/18 | Lim & Tan | Keppel Infrastructure | 0.46 | 0 | Hold | |
01/23/19 | DBS Vickers | Keppel Infrastructure | 0.515 | 0.58 | buy | DDM |
Keppel DC Reit - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/23/18 | OCBC | Keppel DC Reit | 1.47 | 1.51 | Hold | |
01/23/18 | Lim & Tan | Keppel DC Reit | 1.47 | 0 | Hold | |
01/23/18 | CIMB | Keppel DC Reit | 1.47 | 1.44 | Hold | |
01/23/18 | DBS Vickers | Keppel DC Reit | 1.47 | 1.6 | Buy | DCF |
01/24/18 | Phillip | Keppel DC Reit | 1.46 | 1.47 | Neutral | DDM |
02/12/18 | Phillip | Keppel DC Reit | 1.34 | 1.47 | Neutral | DDM |
03/19/18 | DBS Vickers | Keppel DC Reit | 1.4 | 1.6 | Buy | |
04/03/18 | CIMB | Keppel DC Reit | 1.43 | 1.52 | Add | DDM |
04/17/18 | Phillip | Keppel DC Reit | 1.46 | 1.47 | Neutral | DDM |
04/17/18 | CIMB | Keppel DC Reit | 1.46 | 1.47 | Add | DDM |
04/17/18 | OCBC | Keppel DC Reit | 1.46 | 1.5 | Hold | |
04/17/18 | DBS Vickers | Keppel DC Reit | 1.46 | 1.6 | Buy | |
04/17/18 | Credit Suisse | Keppel DC Reit | 1.46 | 1.56 | Outperform | |
05/08/18 | Phillip | Keppel DC Reit | 1.43 | 1.51 | Accumulate | DDM |
05/08/18 | Deutsche | Keppel DC Reit | 1.43 | 1.3 | Hold | |
05/08/18 | Credit Suisse | Keppel DC Reit | 1.43 | 1.56 | Outperform | |
05/08/18 | CIMB | Keppel DC Reit | 1.43 | 1.49 | Add | DDM |
05/08/18 | OCBC | Keppel DC Reit | 1.43 | 1.54 | Buy | |
05/21/18 | Phillip | Keppel DC Reit | 1.36 | 1.51 | Accumulate | |
06/26/18 | DBS Vickers | Keppel DC Reit | 1.35 | 1.52 | Buy | DCF |
07/18/18 | Phillip | Keppel DC Reit | 1.35 | 1.45 | Accumulate | DDM |
07/18/18 | OCBC | Keppel DC Reit | 1.35 | 1.54 | Buy | |
07/18/18 | CIMB | Keppel DC Reit | 1.35 | 1.49 | Add | DDM |
07/18/18 | DBS Vickers | Keppel DC Reit | 1.35 | 1.52 | Buy | |
08/08/18 | DBS Vickers | Keppel DC Reit | 1.39 | 1.52 | Buy | |
09/04/18 | OCBC | Keppel DC Reit | 1.36 | 1.54 | Buy | |
09/25/18 | Deutsche | Keppel DC Reit | 1.36 | 1.55 | Buy | |
10/17/18 | Phillip | Keppel DC Reit | 1.34 | 1.45 | Accumulate | DDM |
10/17/18 | DBS Vickers | Keppel DC Reit | 1.34 | 1.52 | Buy | |
10/17/18 | OCBC | Keppel DC Reit | 1.34 | 1.48 | Buy | DDM |
10/17/18 | CIMB | Keppel DC Reit | 1.34 | 1.51 | Add | DDM |
11/21/18 | Phillip | Keppel DC Reit | 1.35 | 1.45 | Accumulate | |
12/03/18 | OCBC | Keppel DC Reit | 1.36 | 1.48 | Buy | |
12/06/18 | DBS Vickers | Keppel DC Reit | 1.34 | 1.52 | Buy | DCF |
01/04/19 | Phillip | Keppel DC Reit | 1.36 | 1.45 | Accumulate | |
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 | DCF |
02/15/19 | Phillip | Keppel DC Reit | 1.45 | 1.52 | Accumulate |
Keppel Corp - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/02/18 | UOB Kay Hian | Keppel Corp | 7.35 | 8.75 | Buy | Sum of parts |
01/02/18 | CIMB | Keppel Corp | 7.35 | 8.58 | Add | Sum of parts |
01/09/18 | DBS Vickers | Keppel Corp | 7.77 | 9.8 | Buy | Sum of parts, PB1.3x FY18 |
01/10/18 | Amfrasers | Keppel Corp | 7.85 | 8.04 | Buy | |
01/10/18 | Deutsche | Keppel Corp | 7.85 | 8.5 | Buy | |
01/22/18 | OCBC | Keppel Corp | 8.25 | 9.32 | Buy | |
01/23/18 | DBS Vickers | Keppel Corp | 8.29 | 10.3 | Buy | Sum of parts, PB1.3x FY18 |
01/26/18 | OCBC | Keppel Corp | 8.58 | 9.45 | Buy | |
01/26/18 | UOB Kay Hian | Keppel Corp | 8.58 | 9.3 | Buy | Sum of parts |
01/26/18 | DBS Vickers | Keppel Corp | 8.58 | 10.2 | Buy | |
01/26/18 | Lim & Tan | Keppel Corp | 8.58 | 0 | Buy on weakness | |
01/26/18 | CIMB | Keppel Corp | 8.58 | 10 | Add | Sum of parts |
02/02/18 | Deutsche | Keppel Corp | 8.7 | 8.4 | Hold | |
02/07/18 | CIMB | Keppel Corp | 8.19 | 10 | Add | |
02/13/18 | UOB Kay Hian | Keppel Corp | 7.8 | 9.3 | Buy | |
02/13/18 | DBS Vickers | Keppel Corp | 7.8 | 10.2 | Buy | |
03/02/18 | UOB Kay Hian | Keppel Corp | 8.01 | 9.3 | Buy | |
03/05/18 | Credit Suisse | Keppel Corp | 7.87 | 10 | Outperform | |
03/05/18 | CIMB | Keppel Corp | 7.87 | 10 | Add | Sum of parts |
03/05/18 | OCBC | Keppel Corp | 7.87 | 9.45 | Buy | |
03/06/18 | DBS Vickers | Keppel Corp | 7.63 | 10.2 | Buy | Sum of parts |
03/12/18 | Lim & Tan | Keppel Corp | 7.73 | 0 | Buy | |
03/12/18 | Amfrasers | Keppel Corp | 7.73 | 8.04 | Buy | |
03/21/18 | UOB Kay Hian | Keppel Corp | 7.77 | 9.1 | Buy | Sum of parts |
03/26/18 | Morgan Stanley | Keppel Corp | 7.72 | 9.45 | Overweight | Sum of parts, Up from $9.01 |
04/03/18 | CIMB | Keppel Corp | 7.8 | 10 | Add | Sum of parts |
04/03/18 | UOB Kay Hian | Keppel Corp | 7.8 | 9.1 | Buy | |
04/03/18 | DBS Vickers | Keppel Corp | 7.8 | 10.2 | Buy | |
04/11/18 | OCBC | Keppel Corp | 7.81 | 9.45 | Buy | Sum of parts |
04/20/18 | UOB Kay Hian | Keppel Corp | 8.07 | 9 | Buy | Sum of parts |
04/20/18 | Lim & Tan | Keppel Corp | 8.07 | 0 | Hold | |
04/23/18 | Amfrasers | Keppel Corp | 8.21 | 9.43 | Buy | Sum of parts |
05/03/18 | UOB Kay Hian | Keppel Corp | 8.15 | 9 | Buy | Sum of parts |
05/03/18 | OCBC | Keppel Corp | 8.15 | 9.4 | Buy | |
05/08/18 | Credit Suisse | Keppel Corp | 8.13 | 10 | Outperform | |
05/22/18 | CIMB | Keppel Corp | 8.19 | 10 | Add | Sum of parts |
06/04/18 | UOB Kay Hian | Keppel Corp | 7.65 | 9 | Buy | |
06/05/18 | DBS Vickers | Keppel Corp | 7.75 | 10.2 | Buy | |
07/03/18 | UOB Kay Hian | Keppel Corp | 7.01 | 9 | Buy | Sum of parts |
07/03/18 | DBS Vickers | Keppel Corp | 7.01 | 10.2 | Buy | |
07/09/18 | DBS Vickers | Keppel Corp | 6.58 | 9.1 | Buy | Sum of parts |
07/11/18 | CIMB | Keppel Corp | 6.77 | 8.81 | Add | Sum of parts |
07/20/18 | DBS Vickers | Keppel Corp | 6.96 | 9 | Buy | Sum of parts, PB1.3x FY18 |
07/20/18 | OCBC | Keppel Corp | 6.96 | 8.7 | Buy | |
07/23/18 | CIMB | Keppel Corp | 7.09 | 8.82 | Add | Sum of parts |
07/23/18 | Lim & Tan | Keppel Corp | 7.09 | 0 | Hold | |
07/23/18 | Deutsche | Keppel Corp | 7.09 | 8.4 | Hold | RNAV (35% discount) |
08/24/18 | UOB Kay Hian | Keppel Corp | 6.81 | 7.37 | Hold | Sum of parts, Buy @ $6.6 |
09/06/18 | DBS Vickers | Keppel Corp | 6.44 | 9 | Buy | |
09/10/18 | OCBC | Keppel Corp | 6.36 | 8.38 | Buy | Sum of parts |
09/21/18 | UOB Kay Hian | Keppel Corp | 6.8 | 7.37 | Hold | Buy @ $6.60 |
09/25/18 | CIMB | Keppel Corp | 7 | 8.82 | Add | Sum of parts |
09/25/18 | Deutsche | Keppel Corp | 7 | 8.4 | Hold | |
09/27/18 | Amfrasers | Keppel Corp | 7.16 | 9.43 | Buy | Sum of parts |
09/28/18 | Lim & Tan | Keppel Corp | 7.16 | 0 | Neutral | |
10/02/18 | Amfrasers | Keppel Corp | 7.04 | 9.43 | Buy | Sum of parts |
10/03/18 | Macquarie | Keppel Corp | 7.04 | 8.4 | Outperform | Sum of parts |
10/08/18 | CIMB | Keppel Corp | 7.1 | 8.82 | Add | |
10/19/18 | UOB Kay Hian | Keppel Corp | 6.76 | 6.79 | Hold | Sum of parts, Buy @ $6.10 |
10/19/18 | OCBC | Keppel Corp | 6.76 | 7.97 | Buy | |
10/19/18 | CIMB | Keppel Corp | 6.76 | 8.28 | Add | Sum of parts |
10/22/18 | Lim & Tan | Keppel Corp | 6.64 | 0 | Hold | |
11/21/18 | CIMB | Keppel Corp | 6.18 | 8.38 | Add | Sum of parts |
01/04/19 | OCBC | Keppel Corp | 5.81 | 7.25 | Buy | Sum of parts |
01/10/19 | DIR | Keppel Corp | 6.18 | 7.15 | Buy | Cut from $7.86, Sum of parts |
01/23/19 | CIMB | Keppel Corp | 6.17 | 8.28 | Add | |
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 |
01/28/19 | Lim & Tan | Keppel Corp | 6.2 | 0 | Hold | |
01/29/19 | Amfrasers | Keppel Corp | 6.14 | 7.5 | Hold | |
01/29/19 | Macquarie | Keppel Corp | 6.14 | 8.2 | Outperform | Sum of parts |
02/21/19 | CIMB | Keppel Corp | 6.32 | 8.41 | Add | Sum of parts |
Stock calls for 21 February 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
02/21/19 | DBS Vickers | Breadtalk | 0.88 | 0.92 | Hold | Sum of parts |
02/21/19 | DMG & Partners | Breadtalk | 0.88 | 0.81 | Neutral | Sum of parts |
02/21/19 | Kim Eng | Bumitama | 0.69 | 0.96 | Buy | |
02/21/19 | OCBC | Capitaland | 3.43 | 3.98 | Buy | RNAV |
02/21/19 | Phillip | Capitaland | 3.43 | 4 | Accumulate | PB0.75x FY19 |
02/21/19 | CIMB | Capitaland | 3.43 | 3.56 | Add | RNAV (35% discount) |
02/21/19 | DBS Vickers | Capitaland | 3.43 | 3.62 | Buy | |
02/21/19 | DBS Vickers | China Everbright | 0.35 | 0.49 | Buy | |
02/21/19 | Kim Eng | First Resources | 1.69 | 2.1 | Buy | |
02/21/19 | DBS Vickers | Ifast Corp | 1.11 | 1.19 | Hold | DDM |
02/21/19 | CIMB | Keppel Corp | 6.32 | 8.41 | Add | Sum of parts |
02/21/19 | CIMB | MM2 Asia | 0.3 | 0.37 | Add | Sum of parts |
02/21/19 | Kim Eng | MM2 Asia | 0.3 | 0.34 | Buy | PEG0.93x |
02/21/19 | Lim & Tan | Sembcorp Industries | 2.66 | 0 | Hold | |
02/21/19 | CIMB | Sembcorp Marine | 1.68 | 2.21 | Add | PB2x CY19 |
02/21/19 | OCBC | Sembcorp Marine | 1.68 | 1.77 | Hold | |
02/21/19 | phillip | Sembcorp Marine | 1.68 | 1.76 | Neutral | PB1.6x |
02/21/19 | Lim & Tan | Sembcorp Marine | 1.68 | 0 | Hold | |
02/21/19 | UOB Kay Hian | Singapore Medical | 0.47 | 0.65 | Buy | PER23x FY19 |
02/21/19 | DMG & Partners | Singapore Medical | 0.47 | 0.54 | Buy | DCF |
02/21/19 | phillip | Singapore O&G | 0.355 | 0 | Cease Coverage | |
02/21/19 | Lim & Tan | ST Engineering | 3.77 | 0 | Hold | |
02/21/19 | DMG & Partners | Talkmed | 0.58 | 0.62 | Neutral | DCF |
UK has cleared Huawei of cyber securities risks!
https://sg.news.yahoo.com/britain-managing-huawei-risks-no-evidence-spying-official-154318410--finance.html
UK has made the US look like a villain now by clearing Huawei of cyber securities risks. Hahaha!
UK has made the US look like a villain now by clearing Huawei of cyber securities risks. Hahaha!
Wednesday, February 20, 2019
Jumbo - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/04/18 | Kim Eng | Jumbo | 0.59 | 0.7 | Buy | DCF, PER26x FY18 |
02/15/18 | Kim Eng | Jumbo | 0.57 | 0.7 | Buy | DCF, PER26x FY18 |
02/15/18 | DBS Vickers | Jumbo | 0.57 | 0.58 | Hold | PER23x FY18 |
02/19/18 | UOB Kay Hian | Jumbo | 0.575 | 0.59 | Hold | DCF, Buy @ $0.53 |
03/12/18 | Kim Eng | Jumbo | 0.55 | 0.7 | Buy | DCF |
05/15/18 | DBS Vickers | Jumbo | 0.56 | 0.58 | Hold | PER23x FY18/19 |
05/16/18 | UOB Kay Hian | Jumbo | 0.54 | 0.53 | Hold | DCF, Buy @ $0.48 |
06/25/18 | CIMB | Jumbo | 0.5 | 0.62 | Add | PER23x CY19 |
06/27/18 | UOB Kay Hian | Jumbo | 0.52 | 0.53 | Hold | DCF, Buy @ $0.48 |
08/14/18 | UOB Kay Hian | Jumbo | 0.53 | 0.49 | Hold | DCF, Buy @ $0.44 |
08/14/18 | DBS Vickers | Jumbo | 0.53 | 0.57 | Hold | PER23x FY19 |
08/15/18 | CIMB | Jumbo | 0.515 | 0.62 | Add | PER23x CY19 |
10/05/18 | CIMB | Jumbo | 0.46 | 0.58 | Add | PER21x FY20 |
11/22/18 | Lim & Tan | Jumbo | 0.405 | 0 | Hold | |
11/22/18 | DBS Vickers | Jumbo | 0.405 | 0.44 | Hold | PER23x FY19 |
11/23/18 | CIMB | Jumbo | 0.405 | 0.54 | Add | PER21x FY20 |
11/23/18 | UOB Kay Hian | Jumbo | 0.405 | 0.42 | Hold | PER20x FY19, Buy @ $0.38 |
12/14/18 | CIMB | Jumbo | 0.39 | 0.54 | Add | |
02/15/19 | DBS Vickers | Jumbo | 0.415 | 0.44 | Hold | PER23x FY19 |
02/15/19 | CIMB | Jumbo | 0.415 | 0.52 | Add | PER21x FY20 |
02/18/19 | UOB Kay Hian | Jumbo | 0.415 | 0.41 | Hold | Buy @ $0.37 |
Jubilee - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/12/18 | CIMB | Jubilee | 0.037 | 0.051 | Add | Sum of parts |
06/01/18 | CIMB | Jubilee | 0.039 | 0.051 | Add | Sum of parts |
11/20/18 | CIMB | Jubilee | 0.034 | 0.051 | Add |
Jiutian - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
04/04/18 | Amfrasers | Jiutian | 0.064 | 0.11 | Not Rated | PER10x FY18 |
Stock calls for 20 February 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
02/20/19 | Lim & Tan | Capitaland | 3.39 | 0 | Buy | |
02/20/19 | Macquarie | DBS | 25.1 | 27 | Neutral | PB |
02/20/19 | UOB Kay Hian | First Resources | 1.72 | 1.85 | Hold | Buy @ $1.65 |
02/20/19 | OCBC | Golden Agri | 0.255 | 0.24 | Hold | |
02/20/19 | DBS Vickers | Mapletree Industrial | 1.99 | 2.3 | Buy | |
02/20/19 | UOB Kay Hian | Raffles Medical | 1.12 | 1.3 | Buy | |
02/20/19 | Kim Eng | Sasseur | 0.74 | 0.9 | Buy | DDM |
02/20/19 | DBS Vickers | Sasseur | 0.74 | 0.97 | Buy | DCF |
02/20/19 | UOB Kay Hian | Sheng Siong | 1.08 | 1.15 | Hold | |
02/20/19 | OCBC | Wilmar | 3.37 | 3.42 | Hold |
USA is gearing up for USD depreciation.
https://sg.finance.yahoo.com/news/u-wants-pledge-stable-chinese-yuan-talks-resume-050426264--sector.html
The US wants China to stabilize RMB so that it can depreciate USD. We had stated the real reason for USD depreciation below.
http://sg-stock.blogspot.com/2019/02/usd-is-likely-to-depreciate-soon-why.html
The latest FED statements also showed a very dovish FED stance that would contribute to USD depreciation.
Look like the US is setting up a star constellation for a weak USD.
The US wants China to stabilize RMB so that it can depreciate USD. We had stated the real reason for USD depreciation below.
http://sg-stock.blogspot.com/2019/02/usd-is-likely-to-depreciate-soon-why.html
The latest FED statements also showed a very dovish FED stance that would contribute to USD depreciation.
Look like the US is setting up a star constellation for a weak USD.
Japan continues to slow down.
https://sg.finance.yahoo.com/news/japans-exports-fall-8-4-041347848.html
Japan, being an export-oriented country, has continued to slow down in January 2019 and it is heavily impacted by China. January export is down 8.4%.
https://sg-stock.blogspot.com/2018/12/the-japan-economic-growth-is-worse-than.html
The banning of Huawei in Japan is not helping the Japanese too.
Japan, being an export-oriented country, has continued to slow down in January 2019 and it is heavily impacted by China. January export is down 8.4%.
https://sg-stock.blogspot.com/2018/12/the-japan-economic-growth-is-worse-than.html
The banning of Huawei in Japan is not helping the Japanese too.
Tuesday, February 19, 2019
Jardine Strategic - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
07/03/18 | UOB Kay Hian | Jardine Strategic | 36.65 | 42.67 | Not Rated |
Jardine Matheson - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
07/03/18 | UOB Kay Hian | Jardine Matheson | 63.2 | 65.72 | Not Rated |
Jardine C&C - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
07/03/18 | UOB Kay Hian | Jardine C&C | 30.77 | 44.13 | Not Rated | |
01/04/19 | DBS Vickers | Jardine C&C | 35.28 | 43.1 | Buy |
Stock calls for 19 February 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
02/19/19 | Amfrasers | Accordia Golf Trust | 0.565 | 0.61 | Buy | |
02/19/19 | Amfrasers | Comfortdelgro | 2.41 | 2.77 | Buy | PER19x FY19 |
02/19/19 | Jefferies | DBS | 25.2 | 28.5 | Buy | |
02/19/19 | OCBC | DBS | 25.2 | 29.31 | Buy | |
02/19/19 | DMG & Partners | DBS | 25.2 | 28.8 | Buy | GGM, PB1.5x FY19 |
02/19/19 | phillip | DBS | 25.2 | 29 | Buy | GGM, PB1.5x FY19 |
02/19/19 | Kim Eng | DBS | 25.2 | 29.56 | Buy | DDM |
02/19/19 | CIMB | DBS | 25.2 | 29 | Add | GGM |
02/19/19 | UOB Kay Hian | DBS | 25.2 | 28.4 | Buy | |
02/19/19 | Amfrasers | DISA | 0.003 | 0 | Cease Coverage | |
02/19/19 | OCBC | Mapletree Industrial | 1.99 | 1.98 | Hold | |
02/19/19 | CIMB | Starhub | 1.61 | 2 | Hold | DCF |
02/19/19 | Phillip | Thai Beverage | 0.82 | 0.81 | Neutral | Sum of parts |
02/19/19 | Amfrasers | Thai Beverage | 0.82 | 0.75 | Hold |
New Zealand is backpedaling on Huawei ban.
https://sg.finance.yahoo.com/news/zealand-leader-says-no-final-032231741.html
After seeing what the UK did, NZ is also backpedaling on Huawei ban.
https://sg-stock.blogspot.com/2019/02/uk-will-continue-to-use-huawei-5g.html
Look like NZ is smarter than the Aussie. Hahaha!
http://sg-stock.blogspot.com/2019/02/australia-is-suffering-backlash-from.html
After seeing what the UK did, NZ is also backpedaling on Huawei ban.
https://sg-stock.blogspot.com/2019/02/uk-will-continue-to-use-huawei-5g.html
Look like NZ is smarter than the Aussie. Hahaha!
http://sg-stock.blogspot.com/2019/02/australia-is-suffering-backlash-from.html
Australia is suffering a backlash from China.
https://finance.yahoo.com/news/chinese-traders-cut-australian-coal-121834785.html
Australia really deserves this because it wants to earn China's money but also wants to be anti-China.
This is just a normal reaction from China. We will also react in this way when someone wants to sell us something but also badmouth us at the same time.
Australia's economy will suffer a lot if it cannot export to China since China is the largest trading partner. The property sector is already suffering tremendously right now.
http://sg-stock.blogspot.com/2017/12/australia-china-political-skirmish.html
Australia really deserves this because it wants to earn China's money but also wants to be anti-China.
This is just a normal reaction from China. We will also react in this way when someone wants to sell us something but also badmouth us at the same time.
Australia's economy will suffer a lot if it cannot export to China since China is the largest trading partner. The property sector is already suffering tremendously right now.
http://sg-stock.blogspot.com/2017/12/australia-china-political-skirmish.html
Monday, February 18, 2019
Japfa - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
06/22/18 | Kim Eng | Japfa | 0.625 | 0.86 | Buy | Sum of parts, PER14x FY18 |
08/01/18 | Kim Eng | Japfa | 0.745 | 0.86 | Buy | Sum of parts |
09/11/18 | CIMB | Japfa | 0.595 | 0.8 | Add | Sum of parts |
10/17/18 | UOB Kay Hian | Japfa | 0.61 | 0.9 | Buy | Sum of parts, PER12.2x FY18 |
10/25/18 | DBS Vickers | Japfa | 0.63 | 0.86 | Buy | Sum of parts (10% discount), PER12.2x FY19 |
10/31/18 | UOB Kay Hian | Japfa | 0.69 | 0.98 | Buy | Sum of parts, PER12.2x FY18 |
11/01/18 | CIMB | Japfa | 0.665 | 0.8 | Add | Sum of parts |
11/02/18 | DBS Vickers | Japfa | 0.68 | 0.89 | Buy | Sum of parts (15% discount), PER12.6x FY19 |
11/08/18 | UOB Kay Hian | Japfa | 0.715 | 0.98 | Buy | |
12/10/18 | UOB Kay Hian | Japfa | 0.755 | 0.98 | Buy | |
12/12/18 | Kim Eng | Japfa | 0.735 | 0.99 | Buy | Sum of parts |
01/29/19 | CIMB | Japfa | 0.82 | 0.9 | Add | Sum of parts |
01/30/19 | Kim Eng | Japfa | 0.81 | 0.99 | Buy |
Japan Foods - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/14/18 | Amfrasers | Japan Foods | 0.46 | 0.54 | Buy | DCF |
05/07/18 | DMG & Partners | Japan Foods | 0.505 | 0.63 | Buy | DCF, PER19x FY19 |
05/22/18 | Amfrasers | Japan Foods | 0.485 | 0.64 | Buy | DCF |
06/22/18 | DMG & Partners | Japan Foods | 0.5 | 0.63 | Buy | |
08/08/18 | DMG & Partners | Japan Foods | 0.49 | 0.58 | Buy | Sum of parts, PER16.6x FY19 |
08/21/18 | Amfrasers | Japan Foods | 0.5 | 0.64 | Buy | DCF |
11/09/18 | DMG & Partners | Japan Foods | 0.455 | 0.48 | Neutral | |
11/13/18 | Amfrasers | Japan Foods | 0.455 | 0.56 | Hold | DCF |
12/10/18 | DMG & Partners | Japan Foods | 0.455 | 0.48 | Neutral | |
02/12/19 | Amfrasers | Japan Foods | 0.415 | 0.57 | Hold | DCF |
Jadason - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/01/18 | DMG & Partners | Jadason | 0.073 | 0.08 | Neutral | DCF |
03/07/18 | CIMB | Jadason | 0.07 | 0.08 | Add | PER12.34x FY19 |
05/16/18 | CIMB | Jadason | 0.05 | 0.077 | Add | PB1x CY18 |
05/18/18 | DMG & Partners | Jadason | 0.05 | 0.05 | Neutral | DCF |
06/27/18 | DMG & Partners | Jadason | 0.04 | 0.05 | Neutral | |
08/17/18 | CIMB | Jadason | 0.037 | 0.073 | Add | PB1x CY18 |
11/15/18 | CIMB | Jadason | 0.03 | 0.073 | Add | PB1x FY18 |
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