Date | Analyst | Company | Last | Target | Call | Valuation |
01/02/18 | UOB Kay Hian | Sembcorp Industries | 3.03 | 3.87 | Buy | |
01/23/18 | DBS Vickers | Sembcorp Industries | 3.38 | 4.5 | Buy | Sum of parts (10% discount), PB1.1x |
02/05/18 | OCBC | Sembcorp Industries | 3.57 | 3.95 | Buy | Sum of parts |
02/13/18 | DBS Vickers | Sembcorp Industries | 3.21 | 4.5 | Buy | |
02/19/18 | Lim & Tan | Sembcorp Industries | 3.22 | 0 | Buy | |
02/20/18 | UOB Kay Hian | Sembcorp Industries | 3.3 | 3.87 | Buy | |
02/21/18 | CIMB | Sembcorp Industries | 3.28 | 3.87 | Add | Sum of parts |
02/26/18 | OCBC | Sembcorp Industries | 3.24 | 3.84 | Buy | |
02/26/18 | phillip | Sembcorp Industries | 3.24 | 3.86 | Accumulate | Sum of parts |
02/26/18 | UOB Kay Hian | Sembcorp Industries | 3.24 | 3.28 | Hold | Sum of parts, Buy @ $2.90 |
02/26/18 | CIMB | Sembcorp Industries | 3.24 | 4.13 | Add | Sum of parts, PER8x FY18, PB0.63x FY18 |
02/27/18 | DBS Vickers | Sembcorp Industries | 3.2 | 4.4 | Buy | Sum of parts (10% discount), PB1.1x |
03/05/18 | OCBC | Sembcorp Industries | 3.12 | 3.59 | Buy | |
03/07/18 | DBS Vickers | Sembcorp Industries | 3.08 | 4.4 | Buy | RNAV (10% discount), PB1.1x |
03/26/18 | Morgan Stanley | Sembcorp Industries | 3.04 | 2.77 | Underweight | Sum of parts, Up from $2.39 |
04/03/18 | DBS Vickers | Sembcorp Industries | 3.11 | 4.4 | Buy | |
04/04/18 | UOB Kay Hian | Sembcorp Industries | 3.06 | 3.28 | Hold | Sum of parts, Buy @ $3 |
04/12/18 | CIMB | Sembcorp Industries | 3.11 | 4.13 | Add | Sum of parts |
04/23/18 | Macquarie | Sembcorp Industries | 3.24 | 3.6 | Outperform | |
05/04/18 | OCBC | Sembcorp Industries | 3.06 | 3.59 | Buy | |
05/04/18 | UOB Kay Hian | Sembcorp Industries | 3.06 | 3.6 | Hold | Sum of parts, Buy @ $2.90 |
05/04/18 | CIMB | Sembcorp Industries | 3.06 | 3.49 | Add | Sum of parts |
05/07/18 | DBS Vickers | Sembcorp Industries | 3.04 | 4.4 | Buy | Sum of parts (10% discount), PB1.1x |
05/09/18 | phillip | Sembcorp Industries | 3.06 | 3.83 | Buy | Sum of parts (10% discount) |
06/04/18 | CIMB | Sembcorp Industries | 2.93 | 3.49 | Add | |
06/04/18 | DBS Vickers | Sembcorp Industries | 2.93 | 4.5 | Buy | |
06/25/18 | UOB Kay Hian | Sembcorp Industries | 2.76 | 3.6 | Hold | PER8.5x FY19 |
06/25/18 | Lim & Tan | Sembcorp Industries | 2.76 | 0 | Accumulate | |
07/03/18 | UOB Kay Hian | Sembcorp Industries | 2.72 | 3.6 | Buy | |
07/11/18 | CIMB | Sembcorp Industries | 2.67 | 3.49 | Add | |
08/06/18 | DBS Vickers | Sembcorp Industries | 2.63 | 3.9 | Buy | RNAV (10% discount), PB1x |
08/06/18 | UOB Kay Hian | Sembcorp Industries | 2.63 | 3.41 | Buy | |
08/06/18 | CIMB | Sembcorp Industries | 2.63 | 3.49 | Add | Sum of parts |
08/07/18 | phillip | Sembcorp Industries | 2.7 | 3.7 | Buy | Sum of parts |
08/07/18 | Lim & Tan | Sembcorp Industries | 2.7 | 0 | Buy | |
09/06/18 | DBS Vickers | Sembcorp Industries | 2.75 | 3.9 | Buy | |
09/19/18 | CIMB | Sembcorp Industries | 2.9 | 3.49 | Add | Sum of parts |
09/24/18 | phillip | Sembcorp Industries | 3.03 | 3.7 | Buy | |
09/24/18 | OCBC | Sembcorp Industries | 3.03 | 3.53 | Buy | |
10/02/18 | DBS Vickers | Sembcorp Industries | 3.07 | 3.9 | Buy | Sum of parts (10% discount), PER19.2x FY18, PB1x FY18 |
10/02/18 | CIMB | Sembcorp Industries | 3.07 | 3.49 | Add | Sum of parts |
10/09/18 | UOB Kay Hian | Sembcorp Industries | 2.96 | 3.41 | Buy | |
10/11/18 | Lim & Tan | Sembcorp Industries | 2.95 | 0 | Buy | |
11/01/18 | Macquarie | Sembcorp Industries | 2.82 | 3.6 | Buy | |
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 | RNAV (10% discount), PB1x |
11/08/18 | phillip | Sembcorp Industries | 2.67 | 3.6 | Buy | Sum of parts |
11/08/18 | Lim & Tan | Sembcorp Industries | 2.67 | 0 | Hold | |
12/13/18 | UOB Kay Hian | Sembcorp Industries | 2.61 | 3.41 | Buy | |
12/21/18 | DBS Vickers | Sembcorp Industries | 2.54 | 3.7 | Buy | |
01/10/19 | DIR | Sembcorp Industries | 2.64 | 3.05 | Outperform | Sum of parts, cut from $3.26 |
01/15/19 | UOB Kay Hian | Sembcorp Industries | 2.63 | 3.2 | Buy | Sum of parts |
01/23/19 | CIMB | Sembcorp Industries | 2.69 | 3.49 | Add | |
02/01/19 | UOB Kay Hian | Sembcorp Industries | 2.59 | 3.2 | Buy | |
02/04/19 | DBS Vickers | Sembcorp Industries | 2.58 | 3.7 | Buy | |
02/21/19 | Lim & Tan | Sembcorp Industries | 2.66 | 0 | Hold | |
02/25/19 | DBS Vickers | Sembcorp Industries | 2.67 | 3.9 | Buy | RNAV (10% discount), PB1x |
03/13/19 | UOB Kay Hian | Sembcorp Industries | 2.57 | 2.8 | Hold | Sum of parts, Buy @ $2.35 |
03/18/19 | Lim & Tan | Sembcorp Industries | 2.52 | 0 | Hold |
Wednesday, March 20, 2019
Sembcorp Industries - Stock calls
SATS - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/16/18 | OCBC | SATS | 5.78 | 5.5 | Hold | Buy @ $5.05 or lower |
01/16/18 | Citi Research | SATS | 5.78 | 6.1 | Buy | Up from $5.63 |
02/14/18 | Kim Eng | SATS | 5.25 | 6.1 | Buy | PER21x FY20 |
02/14/18 | UOB Kay Hian | SATS | 5.25 | 5.9 | Buy | DCF, PER25.2x FY18 |
02/14/18 | OCBC | SATS | 5.25 | 5.5 | Hold | Buy @ $5.05 or lower |
02/14/18 | CIMB | SATS | 5.25 | 5.17 | Hold | PER20x FY19 |
02/14/18 | phillip | SATS | 5.25 | 5.33 | Neutral | DCF, PER23.3x FY18 |
02/14/18 | DBS Vickers | SATS | 5.25 | 5.67 | Buy | DCF, PER22x FY19 |
03/09/18 | UOB Kay Hian | SATS | 5.03 | 5.9 | Buy | |
04/13/18 | UOB Kay Hian | SATS | 5.18 | 5.8 | Buy | PER25.3x FY19 |
04/19/18 | CIMB | SATS | 5.45 | 5.17 | Hold | |
05/30/18 | Lim & Tan | SATS | 5.35 | 0 | Hold | |
05/31/18 | phillip | SATS | 5.28 | 5.58 | Accumulate | DCF |
05/31/18 | UOB Kay Hian | SATS | 5.28 | 5.7 | Buy | DCF, PER24.3x FY19 |
05/31/18 | DBS Vickers | SATS | 5.28 | 5.64 | Buy | |
05/31/18 | OCBC | SATS | 5.28 | 5.5 | Hold | |
06/11/18 | UOB Kay Hian | SATS | 5.13 | 5.7 | Buy | |
06/14/18 | OCBC | SATS | 5.06 | 5.5 | Buy | |
07/03/18 | UOB Kay Hian | SATS | 4.91 | 5.7 | Buy | |
07/20/18 | phillip | SATS | 5.1 | 5.58 | Accumulate | DCF, PER24.7x FY19 |
07/20/18 | UOB Kay Hian | SATS | 5.1 | 6.1 | Buy | DCF, PER23x FY20 |
07/20/18 | Kim Eng | SATS | 5.1 | 5.9 | Buy | PER21x FY20 |
07/20/18 | CIMB | SATS | 5.1 | 5.06 | Hold | PER20x CY19 |
07/20/18 | DBS Vickers | SATS | 5.1 | 5.65 | Buy | DCF & PER22x FY19 |
08/17/18 | UOB Kay Hian | SATS | 5.1 | 6.1 | Buy | |
09/10/18 | UOB Kay Hian | SATS | 5.01 | 6.1 | Buy | |
09/18/18 | OCBC | SATS | 4.93 | 5.39 | Buy | |
11/08/18 | UOB Kay Hian | SATS | 4.99 | 5.6 | Buy | EV/Invested Capital |
11/09/18 | phillip | SATS | 5.11 | 5.47 | Accumulate | DCF, PER24.3x FY19 |
11/09/18 | OCBC | SATS | 5.11 | 5.39 | Hold | |
11/09/18 | CIMB | SATS | 5.11 | 5.06 | Hold | PER20x CY19 |
11/12/18 | DBS Vickers | SATS | 4.88 | 5.6 | Buy | DCF, PER22x FY20 |
11/12/18 | Citi Research | SATS | 4.88 | 6 | Buy | |
11/29/18 | OCBC | SATS | 4.65 | 5.34 | Buy | FCFE |
11/30/18 | UOB Kay Hian | SATS | 4.83 | 5.4 | Buy | |
12/10/18 | UOB Kay Hian | SATS | 4.65 | 5.6 | Buy | |
01/04/19 | UOB Kay Hian | SATS | 4.59 | 5.6 | Buy | |
01/11/19 | OCBC | SATS | 4.94 | 5.23 | Hold | DCF |
02/08/19 | UOB Kay Hian | SATS | 4.8 | 5.6 | Buy | |
02/14/19 | phillip | SATS | 4.98 | 5.47 | Accumulate | DCF, PER24.6x FY19 |
02/14/19 | OCBC | SATS | 4.98 | 5.23 | Hold | |
02/14/19 | CIMB | SATS | 4.98 | 5.46 | Add | PER20.3x |
02/14/19 | Lim & Tan | SATS | 4.98 | 0 | Hold | |
02/14/19 | DBS Vickers | SATS | 4.98 | 5.59 | Buy | DCF & PER22x FY19 |
02/14/19 | Kim Eng | SATS | 4.98 | 5.8 | Buy | |
02/15/19 | Citi Research | SATS | 5.08 | 6 | Buy |
Stock calls for 20 March 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
03/20/19 | DMG & Partners | Dairy Farm | 7.41 | 8.25 | Buy | DCF |
03/20/19 | CIMB | Mapletree Commercial | 1.83 | 1.94 | Add | DDM |
03/20/19 | DBS Vickers | Starhill | 0.695 | 0.75 | Buy | |
03/20/19 | UOB Kay Hian | Wilmar | 3.3 | 3.9 | Buy |
Tommy Koh has an anti-China mindset and it's bad for Singapore.
https://www.straitstimes.com/singapore/tommy-koh-urges-japan-to-be-top-asean-investor-again
I don't know what China did to him or his ancestors for him to be imbued with anti-China sentiment. However, I knew what the Japanese did to Asia (raped and killed millions of people) for 3 years 8 months.
China is a growing economy (US$12T GDP now) and will surpass the USA (US$20T GDP now) by 2030 but Japan has only a GDP of US$4.5T now. Furthermore, China has a much deeper pocket than Japan.
Anyone with a decent IQ will know that it is inevitable that we need to depend on China for our economic growth. This is something we cannot walk away. Even Japan has to depend on China for its own economic growth now. Why do we need to rely on Japan when Japan has to depend on China too. We might as well depend on China directly instead of via Japan.
We will face a steep slowdown if we lose our dependence on China as shown below.
https://sg.finance.yahoo.com/news/singapore-faces-steepest-growth-deceleration-030149598.html
I think we need to boot old people out of politics as an irrational mindset tends to develop in old age. I am not being discriminative against old age but the fact speaks for itself.
I don't know what China did to him or his ancestors for him to be imbued with anti-China sentiment. However, I knew what the Japanese did to Asia (raped and killed millions of people) for 3 years 8 months.
China is a growing economy (US$12T GDP now) and will surpass the USA (US$20T GDP now) by 2030 but Japan has only a GDP of US$4.5T now. Furthermore, China has a much deeper pocket than Japan.
Anyone with a decent IQ will know that it is inevitable that we need to depend on China for our economic growth. This is something we cannot walk away. Even Japan has to depend on China for its own economic growth now. Why do we need to rely on Japan when Japan has to depend on China too. We might as well depend on China directly instead of via Japan.
We will face a steep slowdown if we lose our dependence on China as shown below.
https://sg.finance.yahoo.com/news/singapore-faces-steepest-growth-deceleration-030149598.html
I think we need to boot old people out of politics as an irrational mindset tends to develop in old age. I am not being discriminative against old age but the fact speaks for itself.
USD is likely to depreciate soon. Why? - Part 2
The USD dollar index is below 96 now.
This is an update post for our previous post below. In our previous post, we had stated the factors for USD depreciation.
http://sg-stock.blogspot.com/2019/02/usd-is-likely-to-depreciate-soon-why.html
This is an update post for our previous post below. In our previous post, we had stated the factors for USD depreciation.
http://sg-stock.blogspot.com/2019/02/usd-is-likely-to-depreciate-soon-why.html
Tuesday, March 19, 2019
Sasseur - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
06/07/18 | Kim Eng | Sasseur | 0.77 | 0.9 | Buy | |
06/20/18 | Citi Research | Sasseur | 0.76 | 0.92 | Buy | |
08/07/18 | Kim Eng | Sasseur | 0.75 | 0.9 | Buy | DDM |
09/18/18 | DBS Vickers | Sasseur | 0.71 | 0.91 | Buy | DCF |
11/13/18 | Kim Eng | Sasseur | 0.68 | 0.9 | Buy | |
11/14/18 | DBS Vickers | Sasseur | 0.68 | 0.91 | Buy | DCF |
02/20/19 | Kim Eng | Sasseur | 0.74 | 0.9 | Buy | DDM |
02/20/19 | DBS Vickers | Sasseur | 0.74 | 0.97 | Buy | DCF |
Sarine - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/06/18 | CIMB | Sarine | 1.05 | 1.56 | Add | PER17.2x CY19 |
02/27/18 | CIMB | Sarine | 1.18 | 1.53 | Add | PER17.2x CY19 |
05/15/18 | CIMB | Sarine | 1.03 | 1.53 | Add | PER17.2x CY19 |
Sanli Env - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/11/18 | SAC Advisors | Sanli Env | 0.295 | 0.36 | Buy | PER15.9x FY18 |
05/25/18 | SAC Advisors | Sanli Env | 0.25 | 0.36 | Buy | |
12/20/18 | SAC Advisors | Sanli Env | 0.22 | 0.36 | Buy |
Stock calls for 19 March 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
03/19/19 | DMG & Partners | Avi-Tech | 0.29 | 0.3 | Neutral | |
03/19/19 | DBS Vickers | Mermaid Maritime | 0.084 | 0.06 | Sell | Sum of parts |
03/19/19 | CIMB | Mermaid Maritime | 0.084 | 0.158 | Hold | PB0.48x CY18 |
03/19/19 | phillip | SGX | 7.31 | 8.17 | Accumulate | PER23.2x |
03/19/19 | Kim Eng | Sheng Siong | 1.08 | 0.95 | Sell | DCF, PER19.5x FY19 |
03/19/19 | CIMB | SIA | 9.83 | 10.25 | Hold | |
03/19/19 | UOB Kay Hian | SIA | 9.83 | 10.1 | Hold | Buy @ $9 |
03/19/19 | OCBC | Starhill | 0.7 | 0.75 | Buy | |
03/19/19 | DMG & Partners | Valuetronics | 0.69 | 0.78 | Neutral | |
03/19/19 | DMG & Partners | Venture | 18 | 19 | Buy |
WIPO showed that China didn't steal other technologies.
https://finance.yahoo.com/news/huawei-leads-asian-domination-u-230100081.html
If China steals from others, it won't be able to file so many patents. Furthermore, China will topple the US this year or next in the patent application.
Well done to China!
If China steals from others, it won't be able to file so many patents. Furthermore, China will topple the US this year or next in the patent application.
Well done to China!
Monday, March 18, 2019
Roxy-Pacific - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/15/18 | OCBC | Roxy-Pacific | 0.56 | 0.66 | Buy | |
02/19/18 | DBS Vickers | Roxy-Pacific | 0.56 | 0.69 | Buy | RNAV (30% discount) |
03/20/18 | DBS Vickers | Roxy-Pacific | 0.555 | 0.69 | Buy | RNAV (30% discount) |
04/03/18 | DBS Vickers | Roxy-Pacific | 0.55 | 0.69 | Buy | |
05/08/18 | DBS Vickers | Roxy-Pacific | 0.515 | 0.63 | Buy | |
05/15/18 | OCBC | Roxy-Pacific | 0.515 | 0.6 | Buy | |
06/05/18 | DBS Vickers | Roxy-Pacific | 0.505 | 0.63 | Buy | |
07/09/18 | DBS Vickers | Roxy-Pacific | 0.43 | 0.4 | Fully Valued | RNAV (55% discount) |
08/01/18 | OCBC | Roxy-Pacific | 0.44 | 0.44 | Hold | RNAV (35% discount) |
08/01/18 | DBS Vickers | Roxy-Pacific | 0.44 | 0.4 | Hold | RNAV (55% discount) |
08/02/18 | DBS Vickers | Roxy-Pacific | 0.44 | 0.4 | Fully Valued | RNAV (55% discount) |
11/01/18 | OCBC | Roxy-Pacific | 0.38 | 0.41 | Hold | RNAV (40% discount) |
12/14/18 | DBS Vickers | Roxy-Pacific | 0.405 | 0.39 | Hold | RNAV (55% discount) |
01/17/19 | DBS Vickers | Roxy-Pacific | 0.405 | 0.39 | Hold | |
02/25/19 | OCBC | Roxy-Pacific | 0.415 | 0.41 | Hold |
Riverstone - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/26/18 | CIMB | Riverstone | 1.04 | 1.28 | Add | PER18.6x FY19 |
02/26/18 | DBS Vickers | Riverstone | 1.04 | 1.27 | Buy | PER16x FY19 |
02/26/18 | Kim Eng | Riverstone | 1.04 | 1.22 | Buy | PER18x FY18 |
05/09/18 | DBS Vickers | Riverstone | 0.985 | 1.27 | Buy | |
05/09/18 | Lim & Tan | Riverstone | 0.985 | 0 | Hold | |
05/14/18 | CIMB | Riverstone | 1 | 1.28 | Add | |
08/08/18 | CIMB | Riverstone | 1.1 | 1.28 | Add | PER16.7x FY19 |
08/08/18 | DBS Vickers | Riverstone | 1.1 | 1.25 | Buy | PER16x FY19 |
08/20/18 | CIMB | Riverstone | 1.11 | 1.3 | Add | PER16.7x FY19 |
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 |
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 |
Religare Health Trust - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/14/18 | CIMB | Religare Health Trust | 0.83 | 0.92 | Hold | DDM |
03/20/18 | DBS Vickers | Religare Health Trust | 0.775 | 0.85 | Hold | |
06/14/18 | CIMB | Religare Health Trust | 0.765 | 0.81 | Hold | DDM |
Stock calls for 18 March 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
03/18/19 | DMG & Partners | Cache Logistics | 0.72 | 0.81 | Buy | |
03/18/19 | DMG & Partners | CapitaCommercial | 1.98 | 1.86 | Neutral | |
03/18/19 | OCBC | Capitaland | 3.44 | 3.98 | Buy | |
03/18/19 | DMG & Partners | EC World Reit | 0.77 | 0.84 | Buy | |
03/18/19 | DMG & Partners | Frasers Centrepoint Trust | 2.28 | 2.19 | Neutral | |
03/18/19 | DMG & Partners | Frasers Commercial Trust | 1.47 | 1.5 | Neutral | |
03/18/19 | phillip | Geo Energy | 0.183 | 0.245 | Buy | |
03/18/19 | DMG & Partners | Keppel Reit | 1.23 | 1.06 | Neutral | |
03/18/19 | DMG & Partners | OUE Hospitality | 0.725 | 0.77 | Buy | |
03/18/19 | UOB Kay Hian | Parkway Life | 2.88 | 3.25 | Buy | DDM |
03/18/19 | Lim & Tan | Sembcorp Industries | 2.52 | 0 | Hold | |
03/18/19 | DMG & Partners | Suntec Reit | 1.93 | 1.9 | Neutral | |
03/18/19 | OCBC | UOL | 6.45 | 8.45 | Buy | RNAV |
Singapore Nodx gained 4.9% in February 2019
https://www.businesstimes.com.sg/government-economy/singapore-non-oil-exports-back-in-the-black-in-february-defying-economists
Although the economists get it wrong for Feb 2019, one month data do not make a trend.
https://sg-stock.blogspot.com/2019/02/singapore-nodx-fell-101-in-january-2019.html
Although the economists get it wrong for Feb 2019, one month data do not make a trend.
Year on year changes (YOY):
February 2019: 4.9%
January 2019: -10.1%
December 2018: -8.5%
November 2018: -2.6%
October 2018: 8.3%
September 2018: 8.3%
August 2018: 5%
July 2018: 11.8% (Corrected)
June 2018: 1.1%
May 2018: 15.5%
April 2018: 11.8%
March 2018: -2.7%
February 2018: -5.9%
January 2018: 13%
December 2017: 3.1%
November 2017: 9.1%
October 2017: 20.9%
September 2017: -1.1%
August 2017: 16.7%
July 2017: 8.5%
June 2017: 8.2%
May 2017: -1.2%
Apr 2017: -0.7%
Mar 2017: 16.5%
Feb 2017: 21.1%
Jan 2017: 8.6%
May 2017: -1.2%
Apr 2017: -0.7%
Mar 2017: 16.5%
Feb 2017: 21.1%
Jan 2017: 8.6%
https://sg-stock.blogspot.com/2019/02/singapore-nodx-fell-101-in-january-2019.html
The semiconductor is facing a collapse.
https://sg.finance.yahoo.com/news/semiconductor-rally-faces-apos-collapse-182441248.html
This analyst has put up a very bearish outcome for the semiconductor industry.
This is not surprising as we've stated a gloomy outcome too.
http://sg-stock.blogspot.com/2018/10/the-global-semiconductor-slowdown-is.html
This analyst has put up a very bearish outcome for the semiconductor industry.
This is not surprising as we've stated a gloomy outcome too.
http://sg-stock.blogspot.com/2018/10/the-global-semiconductor-slowdown-is.html
Yuuzoo is the next company to collapse after Hyflux.
https://sg.finance.yahoo.com/news/yuuzoo-ceo-quits-says-company-234003509.html
Lim & Tan securities firm has been warning about this company. It issued a fraud alert as early as in 2017 on this company.
https://sg-stock.blogspot.com/2018/12/yuuzoo-stock-calls.html
A real company business operation won't be affected by a share trading suspension because the suspension has no effect on the physical operation unless the company has fraudulent business activities which require the share capital market for fundraising to sustain its businesses.
Lim & Tan securities firm has been warning about this company. It issued a fraud alert as early as in 2017 on this company.
https://sg-stock.blogspot.com/2018/12/yuuzoo-stock-calls.html
A real company business operation won't be affected by a share trading suspension because the suspension has no effect on the physical operation unless the company has fraudulent business activities which require the share capital market for fundraising to sustain its businesses.
Saturday, March 16, 2019
Bitcoin price spikes are caused by the Philippines' investors.
The recent bitcoin price spikes are caused by the Philippines' investors.
How did we know? Our blog statistics are showing huge spikes in pageviews from the Philippines for bitcoin and crypto searches for the past few days and they are our top viewers now.
Look like they will be the next to be ensnared by the "pump and dump" tactics.
How did we know? Our blog statistics are showing huge spikes in pageviews from the Philippines for bitcoin and crypto searches for the past few days and they are our top viewers now.
Look like they will be the next to be ensnared by the "pump and dump" tactics.
Baltic dry index - 677
Today, Thursday, March 14 2019, the Baltic Dry Index climbed by 23 points, reaching 677 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 - 1026
The U.S. rig count declined, albeit slightly, this week according to weekly data from Baker Hughes, a GE Company.
The nation’s oil rigs dropped by one while the gas rig count remained flat.
This is the fourth consecutive week of rig count declines. Last week, the U.S. dropped a total of 11 oil and gas rigs.
Alaska and North Dakota both added three rigs this week and New Mexico added one.
Oklahoma dropped the most rigs at five, while Louisiana and Texas dropped one rig apiece.
Among the major basins, the Cana Woodford saw the most declines at five, the Mississippian lost three rigs and the Arkoma Woodford, Granite Wash and Permian all scrapped one rig apiece.
The Williston and the Eagle Ford are the only basins who increased rigs, at three and one, respectively.
This week’s overall rig count total is 1,026. This is still higher than the count of 990 one year ago.
==================
Related stocks: Keppel Corp, Sembcorp Marine & Cosco
Boeing 737-Max has a structural design flaw.
https://www.bloomberg.com/news/articles/2019-03-15/piece-found-in-crash-wreckage-said-to-show-jet-was-set-to-dive
The US FAA was reluctant to ground Boeing 737-Max until the most important evidence (Jackscrew) showed otherwise.
The Boeing 737-Max has a structural design flaw that needs the software to implement a nose dive motion to make it fly normally but will make it difficult for the pilot to manage. Therefore, the 2 recent crashes in Indonesia and Ethiopia were caused by the defective design of the plane.
Boeing is definitely liable for the defective design and will need to make huge compensation for the deceased passengers and crews.
The US FAA was reluctant to ground Boeing 737-Max until the most important evidence (Jackscrew) showed otherwise.
The Boeing 737-Max has a structural design flaw that needs the software to implement a nose dive motion to make it fly normally but will make it difficult for the pilot to manage. Therefore, the 2 recent crashes in Indonesia and Ethiopia were caused by the defective design of the plane.
Boeing is definitely liable for the defective design and will need to make huge compensation for the deceased passengers and crews.
Friday, March 15, 2019
What happened to Hibor after HKMA intervention?
HKD Hibor
CNY Hibor
The current one-month HKD Hibor is at 1.58% and the CNY Hibor is at 2.79%.
The previous 1-month HKD Hibor was at 1.33% and the CNY Hibor was at 2.72% as shown in the link above.
The HKMA sold USD and bought HKD to stabilize the HKD which caused the 1-month hibor to rise across the board.
Regal - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
04/10/18 | Tayona | Regal | 0.13 | 0.3 | Overweight | |
08/23/18 | Tayona | Regal | 0.11 | 0.3 | Overweight |
Raffles Medical - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/08/18 | CIMB | Raffles Medical | 1.12 | 1.24 | Add | Sum of parts |
02/13/18 | UOB Kay Hian | Raffles Medical | 1.08 | 1.34 | Buy | |
02/27/18 | Phillip | Raffles Medical | 1.1 | 1.32 | Accumulate | DCF |
02/27/18 | UOB Kay Hian | Raffles Medical | 1.1 | 1.32 | Buy | DCF |
02/27/18 | OCBC | Raffles Medical | 1.1 | 1.26 | Buy | Sum of parts |
02/27/18 | Kim Eng | Raffles Medical | 1.1 | 1.13 | Hold | DCF |
02/27/18 | DMG & Partners | Raffles Medical | 1.1 | 1.02 | Neutral | DCF |
02/28/18 | DBS Vickers | Raffles Medical | 1.16 | 1 | Fully Valued | Sum of parts, PER26x FY18 |
03/13/18 | UOB Kay Hian | Raffles Medical | 1.17 | 1.32 | Buy | DCF |
05/02/18 | Phillip | Raffles Medical | 1.15 | 1.32 | Accumulate | DCF |
05/02/18 | UOB Kay Hian | Raffles Medical | 1.15 | 1.32 | Buy | DCF |
05/02/18 | DMG & Partners | Raffles Medical | 1.15 | 1.02 | Sell | DCF |
05/02/18 | OCBC | Raffles Medical | 1.15 | 1.26 | Buy | |
05/02/18 | CIMB | Raffles Medical | 1.15 | 1.24 | Hold | Sum of parts |
05/02/18 | Kim Eng | Raffles Medical | 1.15 | 1.13 | Hold | |
06/29/18 | DMG & Partners | Raffles Medical | 1.01 | 1.02 | Neutral | DCF |
07/24/18 | UOB Kay Hian | Raffles Medical | 1.1 | 1.28 | Buy | DCF, PER34.8x FY18 |
08/07/18 | UOB Kay Hian | Raffles Medical | 1.09 | 1.28 | Buy | DCF, PER34.8x FY18 |
08/07/18 | DMG & Partners | Raffles Medical | 1.09 | 1.02 | Neutral | |
08/07/18 | CIMB | Raffles Medical | 1.09 | 1.19 | Hold | Sum of parts |
08/07/18 | OCBC | Raffles Medical | 1.09 | 1.26 | Buy | |
08/08/18 | Phillip | Raffles Medical | 1.11 | 1.32 | Accumulate | DCF |
09/24/18 | OCBC | Raffles Medical | 1.1 | 1.26 | Buy | |
10/30/18 | OCBC | Raffles Medical | 1.09 | 1.26 | Buy | Sum of parts |
10/30/18 | UOB Kay Hian | Raffles Medical | 1.09 | 1.27 | Buy | DCF |
10/30/18 | DMG & Partners | Raffles Medical | 1.09 | 1.02 | Neutral | DCF |
10/30/18 | CIMB | Raffles Medical | 1.09 | 1.19 | Hold | Sum of parts |
12/05/18 | UOB Kay Hian | Raffles Medical | 1.2 | 1.3 | Buy | DCF |
01/23/19 | phillip | Raffles Medical | 1.11 | 1.16 | Accumulate | |
02/20/19 | UOB Kay Hian | Raffles Medical | 1.12 | 1.3 | Buy | DCF |
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 | Sum of parts, PER27x FY18/19 |
Q & M - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/08/18 | CIMB | Q & M | 0.65 | 0.61 | Reduce | PER28x CY19 |
03/02/18 | phillip | Q & M | 0.635 | 0.625 | Hold | PER27x FY18 |
05/16/18 | phillip | Q & M | 0.605 | 0.625 | Neutral | PER27x FY18 |
08/16/18 | phillip | Q & M | 0.51 | 0.649 | Buy | PER28x FY18 |
11/19/18 | phillip | Q & M | 0.51 | 0.513 | Neutral | PER25x FY18/19 |
11/23/18 | CIMB | Q & M | 0.505 | 0.47 | Reduce | PER20x FY20 |
01/23/19 | phillip | Q & M | 0.495 | 0.513 | Neutral |
Stock calls for 15 March 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
03/15/19 | DBS Vickers | Cromwell Reit (EUR) | 0.49 | 0.59 | Buy | DCF |
03/15/19 | Lim & Tan | Keppel Infrastructure | 0.485 | 0 | Hold | |
03/15/19 | OCBC | Netlink | 0.795 | 0.9 | Buy |
Thursday, March 14, 2019
Propnex - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
09/12/18 | UOB Kay Hian | Propnex | 0.535 | 0.65 | Buy | DCF, PER10x FY19 |
10/22/18 | UOB Kay Hian | Propnex | 0.535 | 0.65 | Buy | DCF, PER10x FY19 |
11/15/18 | UOB Kay Hian | Propnex | 0.56 | 0.65 | Buy | DCF, PER10x FY19 |
12/10/18 | UOB Kay Hian | Propnex | 0.525 | 0.65 | Buy | |
02/27/19 | UOB Kay Hian | Propnex | 0.565 | 0.66 | Buy |
Subscribe to:
Posts (Atom)