Date | Analyst | Company | Last | Target | Call | Valuation |
01/02/18 | Kim Eng | Mapletree Commercial | 1.62 | 1.45 | Sell | DDM |
01/04/18 | Deutsche | Mapletree Commercial | 1.67 | 1.7 | Buy | |
01/25/18 | Lim & Tan | Mapletree Commercial | 1.67 | 0 | Hold | |
01/26/18 | CIMB | Mapletree Commercial | 1.68 | 1.75 | Add | DDM |
04/25/18 | Kim Eng | Mapletree Commercial | 1.6 | 1.5 | Hold | DDM |
04/25/18 | CIMB | Mapletree Commercial | 1.6 | 1.75 | Add | DDM |
04/25/18 | DBS Vickers | Mapletree Commercial | 1.6 | 1.8 | Buy | DCF, PB1.2x |
07/27/18 | Kim Eng | Mapletree Commercial | 1.64 | 1.5 | Hold | DDM |
07/27/18 | CIMB | Mapletree Commercial | 1.64 | 1.75 | Add | DDM |
07/27/18 | DBS Vickers | Mapletree Commercial | 1.64 | 1.8 | Buy | |
09/25/18 | Deutsche | Mapletree Commercial | 1.64 | 1.7 | Buy | |
10/01/18 | DBS Vickers | Mapletree Commercial | 1.61 | 1.8 | Buy | DCF |
10/26/18 | Kim Eng | Mapletree Commercial | 1.63 | 1.6 | Hold | DDM |
10/26/18 | CIMB | Mapletree Commercial | 1.63 | 1.75 | Add | |
10/29/18 | DBS Vickers | Mapletree Commercial | 1.64 | 1.8 | Buy | DCF, PB1.2x |
11/16/18 | CIMB | Mapletree Commercial | 1.62 | 1.67 | Add | DDM |
11/28/18 | OCBC | Mapletree Commercial | 1.63 | 1.79 | Buy | DDM |
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 | |
02/08/19 | DBS Vickers | Mapletree Commercial | 1.81 | 2 | Buy |
Wednesday, February 27, 2019
Mapletree Commercial - Stock calls
Manulife US Reit - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/03/18 | Lim & Tan | Manulife US Reit | 0.93 | 1 | Buy | |
01/04/18 | Deutsche | Manulife US Reit | 0.94 | 1 | Buy | |
01/05/18 | DMG & Partners | Manulife US Reit | 0.935 | 0.98 | Buy | |
02/06/18 | UOB Kay Hian | Manulife US Reit | 0.92 | 1.12 | Buy | DDM |
02/06/18 | Lim & Tan | Manulife US Reit | 0.92 | 1 | Hold | |
02/06/18 | DMG & Partners | Manulife US Reit | 0.92 | 0.98 | Buy | DDM |
02/07/18 | DBS Vickers | Manulife US Reit | 0.91 | 1 | Buy | DCF |
02/21/18 | Amfrasers | Manulife US Reit | 0.91 | 1.008 | Buy | DDM |
04/13/18 | Lim & Tan | Manulife US Reit | 0.925 | 1 | Hold | |
04/16/18 | DMG & Partners | Manulife US Reit | 0.82 | 1 | Buy | DDM |
04/16/18 | DBS Vickers | Manulife US Reit | 0.82 | 1 | Buy | |
04/17/18 | Amfrasers | Manulife US Reit | 0.925 | 1.01 | Buy | |
05/02/18 | DMG & Partners | Manulife US Reit | 0.95 | 1 | Buy | DDM |
05/02/18 | UOB Kay Hian | Manulife US Reit | 0.95 | 1.12 | Buy | |
05/08/18 | Amfrasers | Manulife US Reit | 0.945 | 1.02 | Buy | |
06/26/18 | DBS Vickers | Manulife US Reit | 0.86 | 0.97 | Buy | DCF |
08/07/18 | UOB Kay Hian | Manulife US Reit | 0.86 | 1.06 | Buy | DDM |
08/07/18 | DBS Vickers | Manulife US Reit | 0.86 | 0.97 | Buy | DCF |
08/14/18 | Amfrasers | Manulife US Reit | 0.845 | 0.97 | Buy | |
09/25/18 | Deutsche | Manulife US Reit | 0.795 | 1 | Buy | |
10/16/18 | DMG & Partners | Manulife US Reit | 0.78 | 0.92 | Buy | DDM |
10/25/18 | UOB Kay Hian | Manulife US Reit | 0.775 | 1.06 | Buy | |
11/01/18 | Deutsche | Manulife US Reit | 0.71 | 1 | Buy | |
11/02/18 | DBS Vickers | Manulife US Reit | 0.73 | 0.97 | Buy | |
11/05/18 | DMG & Partners | Manulife US Reit | 0.75 | 0.92 | 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 |
12/11/18 | DMG & Partners | Manulife US Reit | 0.755 | 0.92 | Buy | |
01/02/19 | DMG & Partners | Manulife US Reit | 0.77 | 0.92 | Buy | |
01/02/19 | DBS Vickers | Manulife US Reit | 0.77 | 0.88 | Buy | DCF |
02/12/19 | Lim & Tan | Manulife US Reit | 0.855 | 0 | Hold | |
02/12/19 | DMG & Partners | Manulife US Reit | 0.855 | 0.94 | Buy | DDM |
02/12/19 | DBS Vickers | Manulife US Reit | 0.855 | 0.92 | Buy | DCF |
02/26/19 | Amfrasers | Manulife US Reit | 0.835 | 0.95 | Buy |
Stock calls for 27 February 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
02/27/19 | Kim Eng | Bumitama | 0.675 | 0.97 | Buy | PER13x FY19 |
02/27/19 | UOB Kay Hian | Fu Yu | 0.21 | 0.285 | Buy | |
02/27/19 | Lim & Tan | Fu Yu | 0.21 | 0 | Buy | |
02/27/19 | DMG & Partners | Golden Agri | 0.28 | 0.23 | Sell | Sum of parts |
02/27/19 | Lim & Tan | Hotel Properties | 3.76 | 0 | Hold | |
02/27/19 | DBS Vickers | Koufu | 0.63 | 0.8 | Buy | |
02/27/19 | Macquarie | OCBC | 11.2 | 13 | Outperform | PB |
02/27/19 | UOB Kay Hian | Propnex | 0.565 | 0.66 | Buy | |
02/27/19 | CIMB | Riverstone | 1.1 | 1.22 | Add | PER16.7x FY20 |
02/27/19 | DBS Vickers | Riverstone | 1.1 | 1.19 | Hold | PER16x FY19 |
02/27/19 | DMG & Partners | Sheng Siong | 1.09 | 1.25 | Buy | DCF |
02/27/19 | OCBC | Sheng Siong | 1.09 | 1.19 | Buy | |
02/27/19 | DBS Vickers | Sheng Siong | 1.09 | 1.25 | Buy | PER25x FY19 |
02/27/19 | CIMB | Sheng Siong | 1.09 | 1.22 | Add | PER22.2x FY20 |
02/27/19 | DBS Vickers | Sheng Siong | 1.09 | 1.24 | Buy | |
02/27/19 | UOB Kay Hian | Sheng Siong | 1.09 | 1.11 | Hold | |
02/27/19 | DBS Vickers | Thai Beverage | 0.81 | 0.94 | Buy | |
02/27/19 | CIMB | UOL | 6.77 | 8.45 | Add | RNAV |
02/27/19 | OCBC | UOL | 6.77 | 8.45 | Buy | RNAV |
02/27/19 | Lim & Tan | UOL | 6.77 | 0 | Buy |
Tuesday, February 26, 2019
M1 - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/10/18 | DMG & Partners | M1 | 1.79 | 1.9 | Neutral | |
01/12/18 | UOB Kay Hian | M1 | 1.79 | 1.95 | Hold | |
01/24/18 | UOB Kay Hian | M1 | 1.87 | 1.84 | Hold | DCF, Buy @ $1.7 |
01/24/18 | DMG & Partners | M1 | 1.87 | 1.95 | Neutral | DCF |
01/24/18 | OCBC | M1 | 1.87 | 1.7 | Hold | |
01/24/18 | DBS Vickers | M1 | 1.87 | 1.49 | Fully Valued | DCF |
01/25/18 | CIMB | M1 | 1.87 | 1.85 | Hold | DCF |
02/21/18 | OCBC | M1 | 1.8 | 1.7 | Hold | |
03/12/18 | UOB Kay Hian | M1 | 1.79 | 1.84 | Hold | |
03/14/18 | Kim Eng | M1 | 1.78 | 1.63 | Sell | DCF |
03/15/18 | CIMB | M1 | 1.78 | 1.85 | Hold | |
03/15/18 | DMG & Partners | M1 | 1.78 | 1.95 | Neutral | |
03/20/18 | UOB Kay Hian | M1 | 1.79 | 1.6 | Sell | DCF |
03/27/18 | Deutsche | M1 | 1.77 | 2.3 | Buy | |
04/03/18 | Kim Eng | M1 | 1.75 | 1.63 | Hold | DCF |
04/11/18 | DBS Vickers | M1 | 1.72 | 1.76 | Hold | DCF |
04/17/18 | UOB Kay Hian | M1 | 1.79 | 1.6 | Sell | DCF |
04/17/18 | DMG & Partners | M1 | 1.79 | 1.95 | Neutral | DCF |
04/17/18 | OCBC | M1 | 1.79 | 1.7 | Hold | |
04/17/18 | CIMB | M1 | 1.79 | 1.85 | Hold | |
05/23/18 | UOB Kay Hian | M1 | 1.76 | 1.6 | Sell | |
06/04/18 | UOB Kay Hian | M1 | 1.71 | 1.6 | Sell | DCF |
06/27/18 | DBS Vickers | M1 | 1.59 | 1.46 | Hold | EV/Ebitda6x |
07/03/18 | DMG & Partners | M1 | 1.59 | 1.63 | Hold | DCF |
07/05/18 | Kim Eng | M1 | 1.58 | 1.63 | Hold | |
07/30/18 | UOB Kay Hian | M1 | 1.6 | 1.55 | Sell | DCF |
07/30/18 | DMG & Partners | M1 | 1.6 | 1.68 | Neutral | DCF |
07/30/18 | OCBC | M1 | 1.6 | 1.65 | Hold | |
07/31/18 | CIMB | M1 | 1.64 | 1.5 | Hold | DCF |
08/17/18 | UOB Kay Hian | M1 | 1.6 | 1.55 | Sell | DCF |
09/07/18 | UOB Kay Hian | M1 | 1.57 | 1.55 | Sell | |
09/24/18 | OCBC | M1 | 1.63 | 1.65 | Hold | |
09/24/18 | Kim Eng | M1 | 1.63 | 1.63 | Hold | DCF |
09/25/18 | UOB Kay Hian | M1 | 1.63 | 1.88 | Buy | DCF |
09/25/18 | CIMB | M1 | 1.63 | 1.5 | Hold | |
09/28/18 | UOB Kay Hian | M1 | 1.63 | 2.06 | Accept Offer | Offer $2.06 |
09/28/18 | DMG & Partners | M1 | 1.63 | 2.06 | Neutral | |
09/28/18 | CIMB | M1 | 1.63 | 2.06 | Add | |
10/25/18 | UOB Kay Hian | M1 | 2.1 | 2.06 | Accept Offer | Offer $2.06, PER13.2x, EV/Ebidta7.2x FY18 |
10/25/18 | OCBC | M1 | 2.1 | 2.06 | Hold | Offer $2.06 |
10/26/18 | Kim Eng | M1 | 2.09 | 1.63 | Sell | DDM |
10/26/18 | DMG & Partners | M1 | 2.09 | 2.06 | Neutral | |
11/05/18 | CIMB | M1 | 2.11 | 2.06 | Hold | Offer $2.06 |
01/02/19 | Kim Eng | M1 | 2.09 | 1.63 | Sell | |
01/04/19 | Phillip | M1 | 2.08 | 2.06 | Accept Offer | Offer $2.06 |
01/08/19 | OCBC | M1 | 2.06 | 2.06 | Accept Offer | Offer $2.06 |
01/14/19 | DMG & Partners | M1 | 2.07 | 2.06 | Neutral | Offer $2.06 |
01/29/19 | CIMB | M1 | 2.06 | 2.06 | Hold | Offer $2.06 |
02/12/19 | Kim Eng | M1 | 2.04 | 1.77 | Sell |
Lippo-Malls Indo - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/15/18 | OCBC | Lippo-Malls Indo | 0.4 | 0.405 | Hold | |
04/13/18 | CIMB | Lippo-Malls Indo | 0.365 | 0.33 | Reduce | DDM |
04/13/18 | OCBC | Lippo-Malls Indo | 0.365 | 0.31 | Sell | |
05/07/18 | CIMB | Lippo-Malls Indo | 0.32 | 0.33 | Reduce | DDM |
08/06/18 | CIMB | Lippo-Malls Indo | 0.315 | 0.33 | Hold | DDM |
11/13/18 | CIMB | Lippo-Malls Indo | 0.23 | 0.27 | Hold | DDM |
Lian Beng - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
04/24/18 | DBS Vickers | Lian Beng | 0.625 | 0.85 | Not Rated | Sum of parts |
01/16/19 | Lim & Tan | Lian Beng | 0.515 | 0 | Buy on weakness |
Stock calls for 26 February 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
02/26/19 | Kim Eng | AEM | 1.05 | 1.24 | Buy | PB2.8x FY19/20 |
02/26/19 | CIMB | AEM | 1.05 | 1.11 | Hold | PER10x FY20 |
02/26/19 | DMG & Partners | Bumitama | 0.67 | 0.67 | Neutral | PER11x FY19 |
02/26/19 | Amfrasers | DBS | 25.18 | 27.7 | Buy | RIM |
02/26/19 | Lim & Tan | Ho Bee | 2.51 | 0 | Buy | |
02/26/19 | DBS Vickers | HRnetGroup | 0.8 | 1.05 | Buy | PER15x FY19, ex-cash |
02/26/19 | Amfrasers | Manulife US Reit | 0.835 | 0.95 | Buy | |
02/26/19 | DBS Vickers | PACC Offshore | 0.183 | 0.2 | Hold | PB0.8x FY19 |
02/26/19 | DMG & Partners | Raffles Medical | 1.12 | 1.02 | Neutral | DCF |
02/26/19 | OCBC | Raffles Medical | 1.12 | 1.25 | Buy | |
02/26/19 | DBS Vickers | Raffles Medical | 1.12 | 1.12 | Hold | |
02/26/19 | Amfrasers | Sembcorp Marine | 1.72 | 2.48 | Buy | |
02/26/19 | DBS Vickers | UMS | 0.71 | 0.55 | Fully Valued | PER8x FY19 |
02/26/19 | Macquarie | UOB | 25.39 | 30.5 | Outperform | PB |
"Pump and dump" for crypto again!
https://www.trustnodes.com/2019/02/24/bitcoin-crashes-500-in-minutes-profit-taking-short-making-or-what
When the price of crypto is below its mining cost, volatility will increase because miners and crypto exchanges have to find ways to survive. They will resort to pump and dump tactics to keep themselves afloat.
http://sg-stock.blogspot.com/2018/12/pump-and-dump-tactics-are-at-work-again.html
When the price of crypto is below its mining cost, volatility will increase because miners and crypto exchanges have to find ways to survive. They will resort to pump and dump tactics to keep themselves afloat.
http://sg-stock.blogspot.com/2018/12/pump-and-dump-tactics-are-at-work-again.html
Monday, February 25, 2019
RMB appreciates because of the US.
Why did the RMB appreciate recently? Please see below.
https://sg-stock.blogspot.com/2019/02/usa-is-gearing-up-for-usd-depreciation.html
When one currency depreciates (USD), the other competing currency (RMB) will appreciate.
KSH - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/12/18 | Lim & Tan | KSH | 0.705 | 0 | Hold | |
02/13/18 | OCBC | KSH | 0.695 | 0.79 | Hold | |
02/22/18 | UOB Kay Hian | KSH | 0.76 | 1.08 | Buy | Sum of parts |
06/01/18 | Lim & Tan | KSH | 0.645 | 0 | Hold | |
06/04/18 | OCBC | KSH | 0.635 | 0.98 | Buy | |
06/07/18 | UOB Kay Hian | KSH | 0.65 | 1.04 | Buy | Sum of parts |
07/16/18 | OCBC | KSH | 0.615 | 0.94 | Buy | |
08/13/18 | UOB Kay Hian | KSH | 0.61 | 0.87 | Buy | RNAV (50% discount) |
08/13/18 | OCBC | KSH | 0.61 | 0.98 | Buy | |
11/19/18 | OCBC | KSH | 0.525 | 0.81 | Buy | |
11/19/18 | Lim & Tan | KSH | 0.525 | 0 | Buy | |
02/15/19 | OCBC | KSH | 0.52 | 0.81 | Buy |
Koufu - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
08/28/18 | DBS Vickers | Koufu | 0.655 | 0.84 | Buy | PER17x FY19 |
11/05/18 | DBS Vickers | Koufu | 0.63 | 0.84 | Buy | |
11/13/18 | DBS Vickers | Koufu | 0.635 | 0.8 | Buy | PER17x FY19 |
12/17/18 | DBS Vickers | Koufu | 0.605 | 0.8 | Buy |
Kimly - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
04/16/18 | DMG & Partners | Kimly | 0.34 | 0.43 | Buy | DCF, PER22.8x FY18 |
05/09/18 | DMG & Partners | Kimly | 0.345 | 0.43 | Buy | DCF, PER22.8x FY18 |
06/22/18 | DMG & Partners | Kimly | 0.345 | 0.43 | Buy | DCF |
07/04/18 | DMG & Partners | Kimly | 0.37 | 0.46 | Buy | DCF |
08/10/18 | DMG & Partners | Kimly | 0.335 | 0.46 | Buy | DCF |
09/12/18 | DMG & Partners | Kimly | 0.325 | 0.46 | Buy | DCF |
12/03/18 | DMG & Partners | Kimly | 0.255 | 0.27 | Neutral | DCF |
01/07/19 | DMG & Partners | Kimly | 0.24 | 0.27 | Neutral | |
02/14/19 | DMG & Partners | Kimly | 0.245 | 0.24 | Neutral | DCF |
Stock calls for 25 February 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
02/25/19 | phillip | China Everbright | 0.355 | 0.48 | Buy | PER8.9x FY19 |
02/25/19 | DMG & Partners | EC World Reit | 0.755 | 0.84 | Buy | DDM |
02/25/19 | DBS Vickers | Genting | 1.07 | 1.54 | Buy | EV/Ebitda12x |
02/25/19 | Kim Eng | Hi-P | 1.14 | 1.22 | Hold | PB1.5x |
02/25/19 | DMG & Partners | HRnetGroup | 0.795 | 1.06 | Buy | DCF |
02/25/19 | OCBC | Hutchison Port | 0.235 | 0.22 | Hold | |
02/25/19 | CIMB | OCBC | 11.39 | 12 | Hold | PB1.2x CY19 |
02/25/19 | UOB Kay Hian | OCBC | 11.39 | 13.85 | Buy | |
02/25/19 | DBS Vickers | OCBC | 11.39 | 12.9 | Buy | GGM, PB1.2x FY19 |
02/25/19 | Kim Eng | OCBC | 11.39 | 10.73 | Hold | DDM |
02/25/19 | OCBC | Roxy-Pacific | 0.415 | 0.41 | Hold | |
02/25/19 | DBS Vickers | Sembcorp Industries | 2.67 | 3.9 | Buy | RNAV (10% discount), PB1x |
02/25/19 | Jefferies | UOB | 25.58 | 30 | Buy | PER12.3x FY19 |
02/25/19 | OCBC | UOB | 25.58 | 28.3 | Buy | PB1.2x FY19 |
02/25/19 | DBS Vickers | UOB | 25.58 | 29.2 | Buy | GGM, PB1.2x |
02/25/19 | phillip | UOB | 25.58 | 32.51 | Buy | GGM, PB1.4x FY19 |
02/25/19 | Kim Eng | UOB | 25.58 | 29.71 | Buy | DDM |
02/25/19 | CIMB | UOB | 25.58 | 29 | Add | GGM, PB1.3x FY19 |
02/25/19 | CIMB | Venture | 16.12 | 17.88 | Add | PER12.56x FY20 |
02/25/19 | Kim Eng | Venture | 16.12 | 19.23 | Buy | Roe-g/Coe-g, PB2.2x FY19 |
02/25/19 | DMG & Partners | Venture | 16.12 | 19 | Buy | |
02/25/19 | DBS Vickers | Venture | 16.12 | 21.7 | Buy | PER15.8x FY19 |
02/25/19 | Lim & Tan | Venture | 16.12 | 0 | Buy | |
02/25/19 | OCBC | Venture | 16.12 | 20.89 | Buy | |
02/25/19 | DMG & Partners | Wilmar | 3.26 | 3.63 | Buy | Sum of parts |
02/25/19 | DBS Vickers | Wilmar | 3.26 | 3.6 | Buy | DCF, PER15.4x FY19 |
We hit the jackpot on the USD trajectory.
The USD has been trending down after we expressed our view on the downtrend. Please see below.
https://sg-stock.blogspot.com/2019/02/usd-is-likely-to-depreciate-soon-why.html
https://sg-stock.blogspot.com/2019/02/usd-is-likely-to-depreciate-soon-why.html
Saturday, February 23, 2019
Baltic dry index - 634
Today, Friday, February 22 2019, the Baltic Dry Index climbed by 4 points, reaching 634 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 - 1047
The US drilling rig count dropped 4 units to reach 1,047 rigs working for the week ended Feb. 22. The count is up 69 units from the 978 rigs working this time a year ago, according to Baker Hughes data.
Two fewer rigs were drilling on land week-over-week, bringing that number to 1,026. Two fewer rigs were counted offshore, bringing to 19 the total number of units drilling. Inland waters were unchanged at 2 rigs working for the week.
US oil-directed rigs dropped 4 units from last week to 853 units working but remained up from the 799 rigs drilling for oil this week a year ago. Gas-directed rigs remained unchanged at 194, and up from the 179 units drilling for gas a year ago.
Among the major oil and gas-producing states, three saw a single-unit increase week over week: West Virginia, 19; Alaska, 13; and California, 12.
Oklahoma and Louisiana saw rig counts fall 2 units each to 117 and 64, respectively. Dropping a single unit for the week were Texas, 508; New Mexico, 108; and Colorado, 34.
Five states remained unchanged: North Dakota, 57; Pennsylvania, 44; Wyoming, 37; Ohio, 18; and Utah, 8.
Canada dropped 12 rigs for the week. With 212 rigs running, the count is less than the 306 units drilling this week a year ago.
The number of oil-directed rigs in Canada fell by 8 units, bringing the count to 144 rigs for the week. Four fewer gas-directed rigs were drilling, for a total of 68 units for the week.
=======================
Related stocks: Keppel Corp, Sembcorp Marine & Cosco.
Friday, February 22, 2019
Keppel T&T - Stock Calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/25/18 | UOB Kay Hian | Keppel T&T | 1.7 | 1.9 | Buy | Sum of parts |
04/18/18 | UOB Kay Hian | Keppel T&T | 1.57 | 1.75 | Buy | PER30.1x FY19 |
08/28/18 | UOB Kay Hian | Keppel T&T | 1.4 | 1.51 | Hold | Sum of parts, Buy @ $1.36 |
09/17/18 | UOB Kay Hian | Keppel T&T | 1.34 | 1.51 | Hold | Sum of parts, Buy @ $1.30 |
09/28/18 | UOB Kay Hian | Keppel T&T | 1.36 | 1.91 | Accept Offer | Offer $1.91 |
09/28/18 | Lim & Tan | Keppel T&T | 1.36 | 0 | Take Profit |
Keppel Reit - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/04/18 | Deutsche | Keppel Reit | 1.27 | 1.25 | Hold | |
01/05/18 | DMG & Partners | Keppel Reit | 1.27 | 1.05 | Neutral | |
01/24/18 | Kim Eng | Keppel Reit | 1.32 | 1.19 | Hold | |
01/24/18 | UOB Kay Hian | Keppel Reit | 1.32 | 1.43 | Buy | DDM |
01/24/18 | Credit Suisse | Keppel Reit | 1.32 | 0.97 | Underperform | |
01/24/18 | CIMB | Keppel Reit | 1.32 | 1.34 | Hold | DDM |
01/24/18 | DBS Vickers | Keppel Reit | 1.32 | 1.41 | Buy | DCF |
01/24/18 | DMG & Partners | Keppel Reit | 1.32 | 1.06 | Sell | DDM |
02/14/18 | Deutsche | Keppel Reit | 1.18 | 1.3 | Buy | |
03/19/18 | DBS Vickers | Keppel Reit | 1.21 | 1.41 | Buy | |
04/19/18 | UOB Kay Hian | Keppel Reit | 1.2 | 1.43 | Buy | DDM |
04/19/18 | DBS Vickers | Keppel Reit | 1.2 | 1.41 | Buy | |
04/19/18 | Lim & Tan | Keppel Reit | 1.2 | 0 | Hold | |
05/17/18 | DMG & Partners | Keppel Reit | 1.18 | 1.06 | Sell | |
07/17/18 | CIMB | Keppel Reit | 1.14 | 1.34 | Add | DDM |
07/17/18 | UOB Kay Hian | Keppel Reit | 1.14 | 1.35 | Buy | DDM |
07/17/18 | DBS Vickers | Keppel Reit | 1.14 | 1.41 | Buy | DCF |
08/02/18 | DBS Vickers | Keppel Reit | 1.19 | 1.41 | Buy | |
09/14/18 | DBS Vickers | Keppel Reit | 1.16 | 1.41 | Buy | |
09/25/18 | Deutsche | Keppel Reit | 1.19 | 1.3 | Buy | |
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 |
11/30/18 | CIMB | Keppel Reit | 1.16 | 1.34 | Add | DDM |
12/03/18 | DBS Vickers | Keppel Reit | 1.15 | 1.41 | Buy | |
12/03/18 | DMG & Partners | Keppel Reit | 1.15 | 1.06 | Neutral | |
01/22/19 | DBS Vickers | Keppel Reit | 1.18 | 1.31 | Buy | DCF |
01/22/19 | CIMB | Keppel Reit | 1.18 | 1.34 | Add | DDM |
01/22/19 | DMG & Partners | Keppel Reit | 1.18 | 1.06 | Neutral | DDM |
01/28/19 | UOB Kay Hian | Keppel Reit | 1.18 | 1.35 | Buy |
Keppel KBS - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/15/18 | DBS Vickers | Keppel KBS | 0.905 | 0.95 | Buy | DCF |
04/19/18 | DBS Vickers | Keppel KBS | 0.885 | 0.95 | Buy | |
07/19/18 | DBS Vickers | Keppel KBS | 0.88 | 0.95 | Buy | DCF |
09/25/18 | DBS Vickers | Keppel KBS | 0.78 | 0.95 | Buy | |
10/19/18 | DBS Vickers | Keppel KBS | 0.73 | 0.95 | Buy | |
12/07/18 | DBS Vickers | Keppel KBS | 0.56 | 0.78 | Buy | DCF |
01/02/19 | DBS Vickers | Keppel KBS | 0.61 | 0.78 | Buy | DCF |
01/28/19 | DBS Vickers | Keppel KBS | 0.68 | 0.8 | Buy | DCF |
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