Date | Analyst | Company | Last | Target | Call | Valuation |
01/04/19 | UOB Kay Hian | Thai Beverage | 0.59 | 0.8 | Buy | Sum of parts |
01/18/19 | DMG & Partners | Thai Beverage | 0.715 | 0.85 | Buy | Sum of parts |
02/13/19 | CIMB | Thai Beverage | 0.72 | 0.83 | Add | Sum of parts |
02/15/19 | DBS Vickers | Thai Beverage | 0.72 | 0.87 | Buy | |
02/18/19 | UOB Kay Hian | Thai Beverage | 0.815 | 0.86 | Hold | Sum of parts, buy @ $0.76 |
02/18/19 | DMG & Partners | Thai Beverage | 0.815 | 0.92 | Buy | Sum of parts |
02/18/19 | CIMB | Thai Beverage | 0.815 | 0.9 | Add | Sum of parts |
02/18/19 | OCBC | Thai Beverage | 0.815 | 0.91 | Buy | |
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 | |
02/27/19 | DBS Vickers | Thai Beverage | 0.81 | 0.94 | Buy | |
03/14/19 | UOB Kay Hian | Thai Beverage | 0.805 | 0.86 | Hold | Sum of parts, Buy @ $0.78 |
04/05/19 | DMG & Partners | Thai Beverage | 0.825 | 0.92 | Buy | |
05/13/19 | Phillip | Thai Beverage | 0.825 | 0.83 | Neutral | Sum of parts |
05/13/19 | CIMB | Thai Beverage | 0.825 | 0.94 | Add | |
05/13/19 | UOB Kay Hian | Thai Beverage | 0.825 | 0.85 | Hold | Sum of parts, Buy @ $0.76 |
05/13/19 | DMG & Partners | Thai Beverage | 0.825 | 0.92 | Buy | Sum of parts |
05/13/19 | OCBC | Thai Beverage | 0.825 | 0.88 | Hold | |
05/13/19 | DBS Vickers | Thai Beverage | 0.825 | 0.91 | Buy | Sum of parts |
05/14/19 | Amfrasers | Thai Beverage | 0.765 | 0.75 | Hold | |
05/28/19 | OCBC | Thai Beverage | 0.805 | 0.86 | Hold | |
06/06/19 | DMG & Partners | Thai Beverage | 0.84 | 0.92 | Buy | Sum of parts, PER23x |
06/06/19 | DBS Vickers | Thai Beverage | 0.84 | 0.91 | Buy | |
08/15/19 | DBS Vickers | Thai Beverage | 0.83 | 0.91 | Buy | |
08/16/19 | CIMB | Thai Beverage | 0.905 | 1 | Add | Sum of parts |
08/16/19 | DMG & Partners | Thai Beverage | 0.905 | 0.92 | Take Profit | Sum of parts, PER19x FY20 |
08/19/19 | Amfrasers | Thai Beverage | 0.885 | 0.8 | Neutral | |
08/22/19 | Phillip | Thai Beverage | 0.925 | 0.83 | Neutral | Sum of parts |
09/02/19 | UOB Kay Hian | Thai Beverage | 0.9 | 0.87 | Hold | Sum of parts, Buy @ $0.76 |
Tuesday, September 24, 2019
Thai Beverage - Stock calls
Talkmed - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/07/19 | DMG & Partners | Talkmed | 0.59 | 0.64 | Neutral | |
02/21/19 | DMG & Partners | Talkmed | 0.58 | 0.62 | Neutral | DCF |
04/29/19 | DMG & Partners | Talkmed | 0.51 | 0.62 | Buy | DCF |
Stock calls for 24 September 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
09/24/19 | Phillip | A-Reit | 3.12 | 3.31 | Accumulate | |
09/24/19 | Phillip | ART | 1.31 | 1.36 | Accumulate | |
09/24/19 | phillip | Cache Logistics | 0.735 | 0.75 | Neutral | |
09/24/19 | Phillip | CapitaCommercial | 2.11 | 2.18 | Neutral | |
09/24/19 | Phillip | Capitamall Trust | 2.62 | 2.68 | Neutral | |
09/24/19 | Phillip | CapitaRetail China | 1.53 | 1.66 | Accumulate | |
09/24/19 | phillip | Dasin Retail | 0.845 | 0.94 | Accumulate | |
09/24/19 | phillip | EC World Reit | 0.735 | 0.87 | Buy | |
09/24/19 | Phillip | Frasers Centrepoint Trust | 2.71 | 2.77 | Accumulate | |
09/24/19 | Amfrasers | Geo Energy | 0.148 | 0.14 | Neutral | DCF |
09/24/19 | Lim & Tan | Keppel Corp | 6.04 | 0 | Buy | |
09/24/19 | Phillip | Mapletree Industrial | 2.47 | 2.03 | Neutral | |
09/24/19 | DMG & Partners | Oxley | 0.305 | 0.43 | Buy | RNAV (45% discount) |
09/24/19 | UOB Kay Hian | Wilmar | 3.72 | 4.4 | Buy |
Why did China cancel the US farm visits?
https://www.freightwaves.com/news/us-to-leave-global-postal-union-next-month
China trade representatives cancelled the US farm visits because China team had learnt that the US was trying to increase China parcel rates by pulling out of the universal postage union.
http://sg-stock.blogspot.com/2019/09/the-us-china-trade-talk-in-us-broke.html
China trade representatives cancelled the US farm visits because China team had learnt that the US was trying to increase China parcel rates by pulling out of the universal postage union.
http://sg-stock.blogspot.com/2019/09/the-us-china-trade-talk-in-us-broke.html
Monday, September 23, 2019
Suntec Reit - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/23/19 | OCBC | Suntec Reit | 1.86 | 1.83 | Hold | |
01/24/19 | DBS Vickers | Suntec Reit | 1.87 | 2.12 | Buy | DCF |
01/24/19 | OCBC | Suntec Reit | 1.87 | 1.84 | 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 |
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 | |
03/18/19 | DMG & Partners | Suntec Reit | 1.93 | 1.9 | Neutral | |
04/02/19 | DBS Vickers | Suntec Reit | 1.96 | 2.12 | Buy | |
04/24/19 | OCBC | Suntec Reit | 1.86 | 1.84 | Hold | |
04/25/19 | OCBC | Suntec Reit | 1.89 | 1.83 | Hold | DDM |
05/28/19 | CIMB | Suntec Reit | 1.82 | 2.06 | Add | |
05/30/19 | OCBC | Suntec Reit | 1.82 | 1.99 | Hold | Buy @ $1.81 |
06/20/19 | DMG & Partners | Suntec Reit | 1.92 | 1.9 | Neutral | DDM |
07/02/19 | CIMB | Suntec Reit | 1.95 | 2.15 | Add | DDM |
07/02/19 | DBS Vickers | Suntec Reit | 1.95 | 2.2 | Buy | DCF |
07/04/19 | DMG & Partners | Suntec Reit | 1.97 | 1.9 | Neutral | |
07/10/19 | UOB Kay Hian | Suntec Reit | 1.95 | 2 | Hold | DDM, Buy @ $1.82 |
07/29/19 | DMG & Partners | Suntec Reit | 1.92 | 2.08 | Buy | DDM |
07/29/19 | OCBC | Suntec Reit | 1.92 | 2.07 | Hold | |
07/30/19 | UOB Kay Hian | Suntec Reit | 1.93 | 2.02 | Hold | Buy @ $1.84 |
07/30/19 | DBS Vickers | Suntec Reit | 1.93 | 2.15 | Buy | DCF |
08/27/19 | UOB Kay Hian | Suntec Reit | 1.89 | 1.96 | Hold | Buy @ $1.79 |
09/11/19 | DMG & Partners | Suntec Reit | 1.94 | 2.08 | Buy |
Sunpower - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/10/19 | UOB Kay Hian | Sunpower | 0.385 | 0.76 | Buy | Sum of parts |
03/01/19 | UOB Kay Hian | Sunpower | 0.585 | 0.88 | Buy | Sum of parts |
08/16/19 | UOB Kay Hian | Sunpower | 0.44 | 0.83 | Buy |
Sunningdale - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/01/19 | UOB Kay Hian | Sunningdale | 1.56 | 1.3 | Hold | PER11x FY19, Buy @ $1.20 |
03/01/19 | Lim & Tan | Sunningdale | 1.56 | 0 | Hold | |
03/05/19 | CIMB | Sunningdale | 1.4 | 1.38 | Reduce | PB0.69x FY19 |
04/11/19 | Lim & Tan | Sunningdale | 1.39 | 0 | Hold | |
05/07/19 | Lim & Tan | Sunningdale | 1.35 | 0 | Hold | |
05/09/19 | UOB Kay Hian | Sunningdale | 1.32 | 1.22 | Hold | PER11x FY20, Buy @ $1.10 |
05/09/19 | CIMB | Sunningdale | 1.32 | 1.38 | Hold | PB0.69x FY19 |
08/07/19 | UOB Kay Hian | Sunningdale | 1.28 | 1.01 | Sell |
Stock calls for 23 September 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
09/23/19 | CIMB | Boustead | 0.735 | 1 | Add | Sum of parts |
09/23/19 | DMG & Partners | Dairy Farm | 6.65 | 6.65 | Neutral | DCF |
09/23/19 | UOB Kay Hian | ISOTeam | 0.225 | 0.34 | Buy |
Sunday, September 22, 2019
The Amnesty International must be blind not to see ordinary people being bashed up by the HK protestors.
https://www.amnesty.org/en/latest/news/2019/09/hong-kong-arbitrary-arrests-brutal-beatings-and-torture-in-police-detention-revealed/
The Amnesty International accused the HK police of police brutality by interviewing the HK protestors. However, the HK protestors had been smearing the HK police since the protests started.
The Amnesty International turned a blind eye to the violent french police crackdown on the yellow vest protests but criticized the restrained police crackdown on the HK anti-government protests.
Just look at the HK protestors bashing up ordinary people in the following videos. This is just the tip of the iceberg.
How to trust Amnesty International with their biased eyes? Shame on Amnesty International!
I hope that the HK Police will get tough with these rioters. They are no longer protestors!
The Amnesty International accused the HK police of police brutality by interviewing the HK protestors. However, the HK protestors had been smearing the HK police since the protests started.
The Amnesty International turned a blind eye to the violent french police crackdown on the yellow vest protests but criticized the restrained police crackdown on the HK anti-government protests.
Just look at the HK protestors bashing up ordinary people in the following videos. This is just the tip of the iceberg.
How to trust Amnesty International with their biased eyes? Shame on Amnesty International!
I hope that the HK Police will get tough with these rioters. They are no longer protestors!
Saturday, September 21, 2019
Baltic dry index - 2131
Today, Friday, September 20 2019, the Baltic Dry Index decreased by 61 points, reaching 2131 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.
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Related stock: Sembcorp Marine, Cosco & Pan ocean.
The US-China trade talk in US broke down again!
https://finance.yahoo.com/news/global-markets-stocks-hit-china-183911675.html
The US keeps breaking its promises. Initially, Trump wanted to have an interim trade agreement but he reneged on his own words by insisting a complete trade deal during the trade talk.
No wonder the Chinese cancelled the farm visits.
The US keeps breaking its promises. Initially, Trump wanted to have an interim trade agreement but he reneged on his own words by insisting a complete trade deal during the trade talk.
No wonder the Chinese cancelled the farm visits.
Friday, September 20, 2019
Starhub - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/02/19 | UOB Kay Hian | Starhub | 1.75 | 1.6 | Sell | |
01/02/19 | Kim Eng | Starhub | 1.75 | 2.21 | Buy | |
01/04/19 | Phillip | Starhub | 1.71 | 1.88 | Accumlate | EV/Ebitda6x FY19 |
01/14/19 | DMG & Partners | Starhub | 1.77 | 1.9 | Neutral | |
01/15/19 | DBS Vickers | Starhub | 1.77 | 2.45 | Buy | DCF |
02/07/19 | Kim Eng | Starhub | 1.82 | 2.21 | Buy | |
02/08/19 | DBS Vickers | Starhub | 1.89 | 2.45 | Buy | |
02/15/19 | OCBC | Starhub | 1.9 | 1.64 | Sell | |
02/15/19 | DMG & Partners | Starhub | 1.9 | 2.02 | Neutral | DCF |
02/15/19 | DBS Vickers | Starhub | 1.9 | 1.92 | Hold | DCF |
02/15/19 | Lim & Tan | Starhub | 1.9 | 0 | Sell | |
02/18/19 | Phillip | Starhub | 1.67 | 1.58 | Neutral | EV/Ebitda |
02/18/19 | Kim Eng | Starhub | 1.67 | 2.18 | Buy | DCF |
02/18/19 | UOB Kay Hian | Starhub | 1.67 | 1.45 | Sell | DCF |
02/19/19 | CIMB | Starhub | 1.61 | 2 | Hold | DCF |
03/26/19 | CIMB | Starhub | 1.51 | 1.65 | Hold | DCF (10% discount) |
04/01/19 | Kim Eng | Starhub | 1.49 | 2.18 | Buy | |
05/06/19 | Phillip | Starhub | 1.58 | 1.62 | Neutral | |
05/06/19 | UOB Kay Hian | Starhub | 1.58 | 1.45 | Sell | DCF |
05/06/19 | CIMB | Starhub | 1.58 | 1.65 | Hold | DCF (10% discount) |
05/06/19 | DMG & Partners | Starhub | 1.58 | 1.72 | Neutral | DCF |
05/06/19 | OCBC | Starhub | 1.58 | 1.64 | Hold | |
05/06/19 | Kim Eng | Starhub | 1.58 | 2 | buy | DCF |
06/03/19 | Phillip | Starhub | 1.49 | 1.62 | Accumlate | EV/Ebitda6x FY19 |
06/06/19 | DMG & Partners | Starhub | 1.49 | 1.72 | Neutral | |
07/17/19 | UOB Kay Hian | Starhub | 1.54 | 1.45 | Sell | DCF |
08/07/19 | Phillip | Starhub | 1.48 | 1.58 | Accumlate | EV/Ebitda6x |
08/07/19 | DMG & Partners | Starhub | 1.48 | 1.52 | Neutral | DCF |
08/07/19 | OCBC | Starhub | 1.48 | 1.52 | Hold | |
08/07/19 | UOB Kay Hian | Starhub | 1.48 | 1.45 | Sell | |
08/07/19 | DBS Vickers | Starhub | 1.48 | 1.55 | Hold | EV/Ebitda 6.6x FY19 |
08/13/19 | CIMB | Starhub | 1.45 | 1.65 | Hold | DCF |
Starhill - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/02/19 | DMG & Partners | Starhill | 0.68 | 0.8 | Buy | DDM |
01/31/19 | CIMB | Starhill | 0.72 | 0.75 | Add | DDM |
01/31/19 | DBS Vickers | Starhill | 0.72 | 0.75 | Buy | |
02/01/19 | OCBC | Starhill | 0.715 | 0.75 | Buy | |
03/13/19 | DMG & Partners | Starhill | 0.7 | 0.8 | Buy | |
03/19/19 | OCBC | Starhill | 0.7 | 0.75 | Buy | |
03/20/19 | DBS Vickers | Starhill | 0.695 | 0.75 | Buy | |
03/21/19 | DMG & Partners | Starhill | 0.705 | 0.78 | Buy | DDM |
03/22/19 | CIMB | Starhill | 0.7 | 0.74 | Add | DDM |
04/29/19 | OCBC | Starhill | 0.75 | 0.8 | Buy | |
04/29/19 | DMG & Partners | Starhill | 0.75 | 0.78 | Buy | DDM |
04/29/19 | DBS Vickers | Starhill | 0.75 | 0.8 | Buy | |
04/29/19 | CIMB | Starhill | 0.75 | 0.77 | Add | |
04/29/19 | Kim Eng | Starhill | 0.75 | 0.7 | Hold | |
04/30/19 | UOB Kay Hian | Starhill | 0.755 | 0.9 | Buy | DDM |
05/07/19 | DMG & Partners | Starhill | 0.74 | 0.78 | Buy | DDM |
06/06/19 | DMG & Partners | Starhill | 0.735 | 0.78 | Buy | |
06/17/19 | OCBC | Starhill | 0.755 | 0.8 | Buy | |
07/04/19 | DMG & Partners | Starhill | 0.78 | 0.78 | Buy | |
07/31/19 | CIMB | Starhill | 0.8 | 0.79 | Hold | |
08/02/19 | DMG & Partners | Starhill | 0.78 | 0.78 | Neutral | DDM |
08/06/19 | OCBC | Starhill | 0.775 | 0.81 | Buy |
Stamford Land - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
05/23/19 | Lim & Tan | Stamford Land | 0.49 | 0 | Hold |
Stock calls for 20 September 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
09/20/19 | Kim Eng | Manulife US Reit | 0.91 | 1.05 | Buy | DDM |
09/20/19 | DMG & Partners | Manulife US Reit | 0.91 | 1 | Buy | DDM |
09/20/19 | Amfrasers | Manulife US Reit | 0.91 | 1.01 | outperform | |
09/20/19 | Kim Eng | SATS | 4.78 | 6.1 | Buy | |
09/20/19 | UOB Kay Hian | Singapore Post | 0.92 | 1.04 | Hold | Sum of parts |
09/20/19 | DBS Vickers | Singapore Post | 0.92 | 0.96 | Hold | |
09/20/19 | Kim Eng | ST Engineering | 3.92 | 4.3 | Hold |
Thursday, September 19, 2019
DPM Heng: Asian FTAs not exclusive. How about western FTAs?
https://www.businesstimes.com.sg/government-economy/asian-ftas-not-exclusive-support-multilateral-trading-system-heng
DPM Heng said that Asian FTAs such as RCEP shouldn't be exclusive. I don't know whether this will go down well with China or not. Why?
DPM Heng didn't say the same thing about TPP in ASEAN that it shouldn't be exclusive and TPP had a poison clause, investorstate dispute settlement. Why didn't SG demand that TPP be inclusive instead?
http://sg-stock.blogspot.com/2017/05/fearmongering-by-western-media.html
Why is there a display of double standards here?
SG has to be very careful nowadays because China is watching SG closely. Please remember that SG exports are declining continuously now and we need China more than China needs SG.
http://sg-stock.blogspot.com/2019/09/httpswww.html
DPM Heng said that Asian FTAs such as RCEP shouldn't be exclusive. I don't know whether this will go down well with China or not. Why?
DPM Heng didn't say the same thing about TPP in ASEAN that it shouldn't be exclusive and TPP had a poison clause, investorstate dispute settlement. Why didn't SG demand that TPP be inclusive instead?
http://sg-stock.blogspot.com/2017/05/fearmongering-by-western-media.html
Why is there a display of double standards here?
SG has to be very careful nowadays because China is watching SG closely. Please remember that SG exports are declining continuously now and we need China more than China needs SG.
http://sg-stock.blogspot.com/2019/09/httpswww.html
ST Engineering - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/02/19 | DMG & Partners | ST Engineering | 3.51 | 3.97 | Buy | |
01/23/19 | CIMB | ST Engineering | 3.66 | 3.94 | Add | |
01/31/19 | UOB Kay Hian | ST Engineering | 3.66 | 4.06 | Buy | |
02/08/19 | DBS Vickers | ST Engineering | 3.75 | 4.15 | Buy | Sum of parts |
02/21/19 | Lim & Tan | ST Engineering | 3.77 | 0 | 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 |
03/13/19 | DMG & Partners | ST Engineering | 3.74 | 4.1 | Buy | |
03/26/19 | CIMB | ST Engineering | 3.75 | 4.08 | Add | |
03/28/19 | UOB Kay Hian | ST Engineering | 3.75 | 4.06 | Buy | |
03/28/19 | Lim & Tan | ST Engineering | 3.75 | 0 | Hold | |
03/29/19 | UOB Kay Hian | ST Engineering | 3.73 | 4.4 | Buy | EV/Invested capital basis |
03/29/19 | OCBC | ST Engineering | 3.73 | 4.07 | Buy | |
03/29/19 | DBS Vickers | ST Engineering | 3.73 | 4.15 | Buy | |
04/15/19 | Kim Eng | ST Engineering | 3.82 | 4.25 | Buy | |
04/25/19 | UOB Kay Hian | ST Engineering | 3.9 | 4.7 | Buy | EV/Invested capital basis |
04/25/19 | DMG & Partners | ST Engineering | 3.9 | 4.1 | Buy | |
04/25/19 | Kim Eng | ST Engineering | 3.9 | 4.3 | Buy | DCF |
04/26/19 | DBS Vickers | ST Engineering | 3.89 | 4.15 | Buy | |
05/13/19 | UOB Kay Hian | ST Engineering | 4.02 | 4.7 | Buy | |
05/16/19 | OCBC | ST Engineering | 3.9 | 4.22 | Buy | |
05/16/19 | DBS Vickers | ST Engineering | 3.9 | 4.5 | Buy | Sum of parts |
05/16/19 | CIMB | ST Engineering | 3.9 | 4.43 | Add | PER22x FY20 |
05/22/19 | DMG & Partners | ST Engineering | 3.96 | 4.45 | Buy | DCF & PER20.5x FY20 & PB5.5x FY20 & EV/Ebitda11x FY20 |
06/06/19 | DMG & Partners | ST Engineering | 4 | 4.45 | Buy | |
06/06/19 | DBS Vickers | ST Engineering | 4 | 4.5 | Buy | |
06/13/19 | OCBC | ST Engineering | 4.09 | 4.38 | Buy | |
06/13/19 | UOB Kay Hian | ST Engineering | 4.09 | 4.7 | Buy | |
07/05/19 | DMG & Partners | ST Engineering | 4.24 | 4.45 | Buy | PER20.5x FY20 & PB5.5x FY20 & EV/Ebitda11x FY20 & DCF |
07/15/19 | UOB Kay Hian | ST Engineering | 4.29 | 4.7 | Buy | |
08/15/19 | UOB Kay Hian | ST Engineering | 4.22 | 4.36 | Hold | |
08/15/19 | DMG & Partners | ST Engineering | 4.22 | 4.7 | Buy | Sum of parts |
08/16/19 | CIMB | ST Engineering | 4.07 | 4.36 | Add | Sum of parts |
08/16/19 | DBS Vickers | ST Engineering | 4.07 | 4.64 | Buy | Sum of parts |
08/16/19 | Lim & Tan | ST Engineering | 4.07 | 0 | Hold | |
09/11/19 | DMG & Partners | ST Engineering | 3.9 | 4.7 | Buy | |
09/18/19 | UOB Kay Hian | ST Engineering | 3.9 | 4.34 | Buy |
SPH Reit - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/07/19 | OCBC | SPH Reit | 1.01 | 0.99 | Hold | |
01/07/19 | Kim Eng | SPH Reit | 1.01 | 1.02 | Hold | DDM |
01/07/19 | DBS Vickers | SPH Reit | 1.01 | 1.05 | Buy | DCF |
01/07/19 | Lim & Tan | SPH Reit | 1.01 | 0 | Hold | |
01/07/19 | CIMB | SPH Reit | 1.01 | 1.02 | Hold | DDM |
04/08/19 | Kim Eng | SPH Reit | 1.06 | 1.05 | Hold | DDM |
04/08/19 | CIMB | SPH Reit | 1.06 | 1.08 | Hold | DDM |
04/08/19 | OCBC | SPH Reit | 1.06 | 1 | Hold | |
04/08/19 | DBS Vickers | SPH Reit | 1.06 | 1.15 | Buy | DCF |
07/12/19 | CIMB | SPH Reit | 1.12 | 1.11 | Hold | DDM |
07/12/19 | Lim & Tan | SPH Reit | 1.12 | 0 | Hold | |
07/15/19 | OCBC | SPH Reit | 1.1 | 1.05 | Hold | |
07/16/19 | Kim Eng | SPH Reit | 1.1 | 1.05 | Hold | DDM |
07/17/19 | DBS Vickers | SPH Reit | 1.11 | 1.2 | Buy | DCF |
SPH - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/14/19 | CIMB | SPH | 2.49 | 2.64 | Hold | Sum of parts |
01/14/19 | Lim & Tan | SPH | 2.49 | 0 | Hold | |
01/15/19 | OCBC | SPH | 2.47 | 2.55 | Hold | |
04/03/19 | UOB Kay Hian | SPH | 2.43 | 2.82 | Buy | |
04/10/19 | Lim & Tan | SPH | 2.53 | 0 | Hold | |
04/10/19 | CIMB | SPH | 2.53 | 2.64 | Hold | Sum of parts |
04/18/19 | UOB Kay Hian | SPH | 2.46 | 2.86 | Buy | Sum of parts |
04/18/19 | OCBC | SPH | 2.46 | 2.55 | Hold | |
05/13/19 | UOB Kay Hian | SPH | 2.39 | 2.86 | Buy | |
06/06/19 | UOB Kay Hian | SPH | 2.31 | 2.86 | Buy | Sum of parts |
07/15/19 | UOB Kay Hian | SPH | 2.49 | 2.33 | Hold | Sum of parts, Buy @ $2.10 |
07/16/19 | CIMB | SPH | 2.32 | 2.22 | Hold | Sum of parts |
07/16/19 | DBS Vickers | SPH | 2.32 | 2.22 | Hold | Sum of parts |
09/10/19 | Lim & Tan | SPH | 1.99 | 0 | Hold |
Stock calls for 19 September 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
09/19/19 | Kim Eng | A-Reit | 3.11 | 3.3 | Buy | |
09/19/19 | CIMB | CDL Hospitality | 1.62 | 1.92 | Add | |
09/19/19 | Kim Eng | CDL Hospitality | 1.62 | 1.8 | Buy | |
09/19/19 | DMG & Partners | Comfortdelgro | 2.45 | 2.55 | Neutral | DCF |
09/19/19 | Kim Eng | Far East Hospitality | 0.675 | 0.8 | Buy | |
09/19/19 | Kim Eng | Frasers Centrepoint Trust | 2.7 | 2.8 | Buy | |
09/19/19 | Phillip | Keppel DC Reit | 1.97 | 2 | Accumulate | DDM |
09/19/19 | Kim Eng | Mapletree Industrial | 2.4 | 2.5 | Buy | |
09/19/19 | OCBC | Mapletree Industrial | 2.4 | 2.55 | Buy | |
09/19/19 | UOB Kay Hian | SIA | 9.15 | 9.5 | Hold | Sum of parts |
09/19/19 | OCBC | Singapore Post | 0.93 | 1 | Hold |
Hong Kong property market is coming down!
https://sg.finance.yahoo.com/news/civil-unrest-stalling-hong-kong-032000773.html
The HK protestors must be satisfied now because the property market is coming down now. Prices and rentals are expected to fall further with the continuous protests.
I just hope another group of people won't come out to protest against the falls in property prices and rentals because the banks will start to recall the mortgage loans or request the borrowers to top up the property valuation shortfalls. This was exactly what the banks did during the financial crisis.
The HK protestors must be satisfied now because the property market is coming down now. Prices and rentals are expected to fall further with the continuous protests.
I just hope another group of people won't come out to protest against the falls in property prices and rentals because the banks will start to recall the mortgage loans or request the borrowers to top up the property valuation shortfalls. This was exactly what the banks did during the financial crisis.
US FED reduced interest rates in September 2019! - How did we get it right?
https://finance.yahoo.com/news/fed-likely-cut-rates-2nd-040547311.html
The US FED cut its rates by 0.25%. We had predicted this by analyzing the 4 US rates.
http://sg-stock.blogspot.com/2019/09/will-us-fed-reduce-its-interest-rates.html
How effective were our analyses of the 4 US rates? Let's recall.
We predicted the US FED to cut in September - We got it right!
We predicted the US FED to cut in July - We got it right!
https://sg-stock.blogspot.com/2019/08/the-us-fed-has-cut-interest-rate-by-025.html
We predicted the US FED to stay put in May - We got it right!
http://sg-stock.blogspot.com/2019/04/will-us-fed-cut-interest-rate-in-may.html
https://sg-stock.blogspot.com/2019/05/the-us-fed-has-stayed-put-but-something.html
Thus, our methodology has proven to work and it is better than listening to other analysts and relying on market expectation polls. We teach you what others don't know or don't want to reveal. Cheers!
The US FED cut its rates by 0.25%. We had predicted this by analyzing the 4 US rates.
http://sg-stock.blogspot.com/2019/09/will-us-fed-reduce-its-interest-rates.html
How effective were our analyses of the 4 US rates? Let's recall.
We predicted the US FED to cut in September - We got it right!
We predicted the US FED to cut in July - We got it right!
https://sg-stock.blogspot.com/2019/08/the-us-fed-has-cut-interest-rate-by-025.html
We predicted the US FED to stay put in May - We got it right!
http://sg-stock.blogspot.com/2019/04/will-us-fed-cut-interest-rate-in-may.html
https://sg-stock.blogspot.com/2019/05/the-us-fed-has-stayed-put-but-something.html
Thus, our methodology has proven to work and it is better than listening to other analysts and relying on market expectation polls. We teach you what others don't know or don't want to reveal. Cheers!
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