Date | Analyst | Company | Last | Target | Call | Valuation |
01/28/19 | phillip | Cache Logistics | 0.75 | 0.75 | Neutral | DDM, PB1.14x FY19 |
01/28/19 | DBS Vickers | Cache Logistics | 0.75 | 0.75 | Hold | DCF |
01/28/19 | OCBC | Cache Logistics | 0.75 | 0.76 | Hold | |
01/28/19 | DMG & Partners | Cache Logistics | 0.75 | 0.81 | Buy | DDM |
01/28/19 | CIMB | Cache Logistics | 0.75 | 0.74 | Hold | |
01/28/19 | Kim Eng | Cache Logistics | 0.75 | 0.85 | Buy | |
02/15/19 | phillip | Cache Logistics | 0.71 | 0.75 | Neutral | |
03/18/19 | DMG & Partners | Cache Logistics | 0.72 | 0.81 | Buy | |
04/18/19 | OCBC | Cache Logistics | 0.72 | 0.7 | Hold | |
04/26/19 | OCBC | Cache Logistics | 0.745 | 0.74 | Hold | |
04/26/19 | Kim Eng | Cache Logistics | 0.745 | 0.88 | Buy | |
04/26/19 | DBS Vickers | Cache Logistics | 0.745 | 0.75 | Hold | DCF |
04/26/19 | CIMB | Cache Logistics | 0.745 | 0.74 | Hold | |
06/17/19 | DMG & Partners | Cache Logistics | 0.77 | 0.83 | Buy | DDM |
06/17/19 | CIMB | Cache Logistics | 0.77 | 0.78 | Hold | DDM |
06/19/19 | phillip | Cache Logistics | 0.79 | 0.75 | Neutral | |
07/04/19 | DMG & Partners | Cache Logistics | 0.785 | 0.83 | Buy | |
07/19/19 | DBS Vickers | Cache Logistics | 0.78 | 0.75 | Hold | DCF |
07/22/19 | phillip | Cache Logistics | 0.785 | 0.75 | Neutral | |
07/26/19 | Kim Eng | Cache Logistics | 0.765 | 0.9 | Buy | DDM |
07/26/19 | DMG & Partners | Cache Logistics | 0.765 | 0.8 | Buy | DDM |
07/26/19 | CIMB | Cache Logistics | 0.765 | 0.76 | Hold | DDM |
08/26/19 | phillip | Cache Logistics | 0.725 | 0.75 | Neutral | |
09/24/19 | phillip | Cache Logistics | 0.735 | 0.75 | Neutral |
Friday, October 11, 2019
Cache Logistics - Stock calls
Bumitama - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/03/19 | UOB Kay Hian | Bumitama | 0.67 | 0.81 | Buy | |
02/12/19 | UOB Kay Hian | Bumitama | 0.685 | 0.81 | Buy | PER11x FY19 |
02/21/19 | Kim Eng | Bumitama | 0.69 | 0.96 | Buy | |
02/26/19 | DMG & Partners | Bumitama | 0.67 | 0.67 | Neutral | PER11x FY19 |
02/27/19 | Kim Eng | Bumitama | 0.675 | 0.97 | Buy | PER13x FY19 |
02/28/19 | DBS Vickers | Bumitama | 0.665 | 0.85 | Buy | DCF, PER13.9x FY19 |
04/08/19 | UOB Kay Hian | Bumitama | 0.725 | 0.81 | Buy | |
05/15/19 | UOB Kay Hian | Bumitama | 0.69 | 0.81 | Buy | |
05/15/19 | DBS Vickers | Bumitama | 0.69 | 0.8 | Buy | DCF, PER18x FY19 |
05/17/19 | DMG & Partners | Bumitama | 0.7 | 0.62 | Neutral | |
05/24/19 | UOB Kay Hian | Bumitama | 0.69 | 0.81 | Hold | |
06/06/19 | DMG & Partners | Bumitama | 0.665 | 0.62 | Neutral | |
06/27/19 | UOB Kay Hian | Bumitama | 0.615 | 0.81 | Buy | |
07/02/19 | Kim Eng | Bumitama | 0.63 | 1.01 | Buy | |
07/16/19 | DBS Vickers | Bumitama | 0.605 | 0.75 | Buy | DCF |
08/14/19 | DMG & Partners | Bumitama | 0.6 | 0.54 | Neutral | PER14x FY20 |
08/15/19 | DBS Vickers | Bumitama | 0.59 | 0.69 | Buy | DCF, PER18.5x FY19 |
08/28/19 | Kim Eng | Bumitama | 0.575 | 0.8 | Buy | |
09/30/19 | DMG & Partners | Bumitama | 0.58 | 0.6 | Neutral | PER16x FY20 |
Stock calls for 11 October 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
10/11/19 | CIMB | A-Reit | 3.15 | 3.12 | Hold | |
10/11/19 | Amfrasers | AEM | 1.16 | 1.34 | Outperform | PER11x FY20 |
10/11/19 | Phillip | ART | 1.31 | 1.42 | Accumulate | |
10/11/19 | Phillip | Capitaland | 3.51 | 4.2 | Buy | |
10/11/19 | UOB Kay Hian | CSE Global | 0.465 | 0.65 | Buy | |
10/11/19 | DMG & Partners | Genting | 0.9 | 0.97 | Neutral | |
10/11/19 | DBS Vickers | Manulife US Reit | 0.905 | 1.1 | Buy | DCF |
10/11/19 | Phillip | Netlink | 0.91 | 0.93 | Accumulate | |
10/11/19 | phillip | Propnex | 0.49 | 0.59 | Buy | |
10/11/19 | phillip | Sheng Siong | 1.16 | 1.3 | Accumulate | |
10/11/19 | Phillip | Singtel | 3.15 | 3.45 | Accumulate | |
10/11/19 | CIMB | SPH Reit | 1.11 | 1.09 | Hold | DDM |
10/11/19 | DBS Vickers | SPH Reit | 1.11 | 1.25 | Buy | DCF |
10/11/19 | Kim Eng | SPH Reit | 1.11 | 1.1 | Hold | DDM |
10/11/19 | UOB Kay Hian | Valuetronics | 0.615 | 0.8 | Buy | PER11x FY20 |
10/11/19 | Phillip | Venture | 15.17 | 17.68 | Buy |
Thursday, October 10, 2019
Breadtalk - Stock calls
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 |
04/05/19 | DMG & Partners | Breadtalk | 0.87 | 0.81 | Neutral | |
05/07/19 | DBS Vickers | Breadtalk | 0.835 | 0.92 | Hold | |
05/08/19 | DMG & Partners | Breadtalk | 0.825 | 0.81 | Neutral | Sum of parts |
07/02/19 | DMG & Partners | Breadtalk | 0.75 | 0.81 | Neutral | |
08/02/19 | DBS Vickers | Breadtalk | 0.715 | 0.77 | Hold | Sum of parts |
08/05/19 | DMG & Partners | Breadtalk | 0.69 | 0.71 | Neutral | Sum of parts |
09/03/19 | DMG & Partners | Breadtalk | 0.665 | 0.71 | Neutral | |
09/04/19 | DMG & Partners | Breadtalk | 0.65 | 0.67 | Neutral | Sum of parts, EV/Ebitda7.64x |
09/06/19 | DBS Vickers | Breadtalk | 0.645 | 0.61 | Hold | Sum of parts |
BRC Asia - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
07/31/19 | UOB Kay Hian | BRC Asia | 1.37 | 1.75 | Buy | PER11.5x FY20 |
08/08/19 | UOB Kay Hian | BRC Asia | 1.31 | 1.75 | Buy | PER11.5x FY20 |
10/01/19 | UOB Kay Hian | BRC Asia | 1.34 | 1.75 | Buy |
Boustead - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
09/23/19 | CIMB | Boustead | 0.735 | 1 | Add | Sum of parts |
Stock calls for 10 October 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
10/10/19 | DMG & Partners | A-Reit | 3.12 | 3 | Neutral | DDM |
10/10/19 | Amfrasers | China Sunsine | 1.12 | 1.4 | Outperform | DCF |
10/10/19 | Kim Eng | Hi-P | 1.19 | 1.21 | Hold | PB1.5x FY19 |
10/10/19 | SAC Advisors | Interra Resources | 0.026 | 0.089 | Buy | EV/IP reserves 6.4x |
10/10/19 | UOB Kay Hian | Mapletree Industrial | 2.5 | 2.69 | Buy | |
10/10/19 | Kim Eng | Singtel | 3.14 | 3.44 | Hold | Sum of parts |
10/10/19 | DBS Vickers | Singtel | 3.14 | 3.12 | Hold | EV/Ebitda6x |
PM Lee: Choosing between US and China will be painful.
https://www.todayonline.com/singapore/choosing-between-us-or-china-will-be-painful-says-pm-lee-cnn-interview
It is not a difficult decision to know which side to choose. Why?
The US is NEVER a trustworthy country. Just look at the Kurds. They fought and died for the US and were easily abandoned by the US after outliving their usefulness.
http://sg-stock.blogspot.com/2019/10/the-usa-has-abandoned-syrian-kurds-part.html
Singaporeans, do you want to suffer the same fate as the Kurds? The US will have no qualms to abandon SG because we have never fought side by side with the US before. The US is only interested to sell their weapons to SG!
Furthermore, our neighbour (Malaysia) had chosen China and SG would be on a collision course with Malaysia if we were to side the US.
http://sg-stock.blogspot.com/2019/03/singapore-is-heading-towards-political.html
http://sg-stock.blogspot.com/2019/05/a-pro-china-malaysia-is-threat-to.html
In conclusion, it is a no brainer decision but our government is just blindsided. We need to know what's at stake here. Malaysia is just next door but the US is so far away.
It is not a difficult decision to know which side to choose. Why?
The US is NEVER a trustworthy country. Just look at the Kurds. They fought and died for the US and were easily abandoned by the US after outliving their usefulness.
http://sg-stock.blogspot.com/2019/10/the-usa-has-abandoned-syrian-kurds-part.html
Singaporeans, do you want to suffer the same fate as the Kurds? The US will have no qualms to abandon SG because we have never fought side by side with the US before. The US is only interested to sell their weapons to SG!
Furthermore, our neighbour (Malaysia) had chosen China and SG would be on a collision course with Malaysia if we were to side the US.
http://sg-stock.blogspot.com/2019/03/singapore-is-heading-towards-political.html
http://sg-stock.blogspot.com/2019/05/a-pro-china-malaysia-is-threat-to.html
In conclusion, it is a no brainer decision but our government is just blindsided. We need to know what's at stake here. Malaysia is just next door but the US is so far away.
The US-China trade talk in Washington broke down again!
https://finance.yahoo.com/news/1-u-china-made-no-231817051.html
This is expected because the US increased the tension prior to the trade talk.
http://sg-stock.blogspot.com/2019/10/the-us-china-tension-is-rising-rapidly.html
What was the US thinking?
This is expected because the US increased the tension prior to the trade talk.
http://sg-stock.blogspot.com/2019/10/the-us-china-tension-is-rising-rapidly.html
What was the US thinking?
When will China reduce its interest rates? - Part 2
https://www.scmp.com/economy/china-economy/article/3032210/china-relaxes-grip-mortgage-rates-and-shanghai-jumps-cut
China has introduced a new property measure by giving empowerment to provincial banks to decide their own mortgage rates. This is an uncanny central government policy because this involves a big leap of faith in the provincial mayors to rein in their property markets.
Therefore, the central government has also implemented data authenticity accountability as a check and balance measure. In other words, the provincial mayors and their employees will be punished for fudging their statistics.
https://www.chinadaily.com.cn/a/201910/09/WS5d9d17bea310cf3e3556f42c.html
We had stated previously that China would only cut its official interest rates after figuring out how to rein in its property prices.
http://sg-stock.blogspot.com/2019/09/when-will-china-reduce-its-interest.html
I guess I am the only one who said what China must do first before cutting its official interest rates.
Nevertheless, China has staged itself up for an upcoming interest rate cut because China cannot alienate itself from the global rate-cutting frenzy.
China has introduced a new property measure by giving empowerment to provincial banks to decide their own mortgage rates. This is an uncanny central government policy because this involves a big leap of faith in the provincial mayors to rein in their property markets.
Therefore, the central government has also implemented data authenticity accountability as a check and balance measure. In other words, the provincial mayors and their employees will be punished for fudging their statistics.
https://www.chinadaily.com.cn/a/201910/09/WS5d9d17bea310cf3e3556f42c.html
We had stated previously that China would only cut its official interest rates after figuring out how to rein in its property prices.
http://sg-stock.blogspot.com/2019/09/when-will-china-reduce-its-interest.html
I guess I am the only one who said what China must do first before cutting its official interest rates.
Nevertheless, China has staged itself up for an upcoming interest rate cut because China cannot alienate itself from the global rate-cutting frenzy.
Wednesday, October 9, 2019
The USA has abandoned the Syrian Kurds. - Part 2
https://www.washingtonpost.com/business/who-are-the-syrian-kurds-the-us-is-abandoning/2019/10/07/b0e75ed4-e919-11e9-a329-7378fbfa1b63_story.html
The US has abandoned the Syrian Kurds again!
Yes, again!
We had warned this before (Please see below).
http://sg-stock.blogspot.com/2018/02/the-usa-has-abandoned-syrian-kurds.html
http://sg-stock.blogspot.com/2017/12/the-kurds-are-living-in-land-of.html
The US has abandoned the Syrian Kurds again!
Yes, again!
We had warned this before (Please see below).
http://sg-stock.blogspot.com/2018/02/the-usa-has-abandoned-syrian-kurds.html
http://sg-stock.blogspot.com/2017/12/the-kurds-are-living-in-land-of.html
Biolidics - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/27/19 | CIMB | Biolidics | 0.27 | 0.32 | Add | EV/Sales 12x |
Best World - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/28/19 | DMG & Partners | Best World | 2.56 | 2.95 | Buy | DCF & PER18x |
02/28/19 | CIMB | Best World | 2.56 | 2.43 | Reduce | PER14.9x CY20 |
04/05/19 | DMG & Partners | Best World | 2.02 | 2.95 | Buy | |
04/16/19 | CLSA | Best World | 1.77 | 1.75 | Sell | Up from $1.29 |
04/26/19 | DMG & Partners | Best World | 1.62 | 0 | Cease Coverage | Suspension |
Banyan Tree - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/11/19 | phillip | Banyan Tree | 0.57 | 0.76 | Accumulate | Sum of parts, PB0.72x FY19 |
05/22/19 | phillip | Banyan Tree | 0.535 | 0.76 | Accumulate | Sum of parts, PB0.7x FY19 |
08/16/19 | phillip | Banyan Tree | 0.455 | 0.51 | Accumulate | Sum of parts, PB0.6x FY19 |
Stock calls for 9 October 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
10/09/19 | DBS Vickers | ART | 1.32 | 1.45 | Buy | |
10/09/19 | DBS Vickers | CDL Hospitality | 1.64 | 1.8 | Buy | |
10/09/19 | UOB Kay Hian | Comfortdelgro | 2.42 | 2.95 | Buy | |
10/09/19 | DBS Vickers | Comfortdelgro | 2.42 | 2.59 | Hold | |
10/09/19 | DBS Vickers | Far East Hospitality | 0.69 | 0.7 | Hold | |
10/09/19 | DBS Vickers | Frasers Hospitality Trust | 0.715 | 0.77 | Hold | |
10/09/19 | UOB Kay Hian | Fu Yu | 0.225 | 0.285 | Buy | |
10/09/19 | OCBC | Keppel Corp | 5.93 | 7.58 | Buy | |
10/09/19 | DBS Vickers | Keppel Corp | 5.93 | 8.5 | Buy | |
10/09/19 | CIMB | MM2 Asia | 0.215 | 0.32 | Add | Sum of parts |
10/09/19 | UOB Kay Hian | Penguin | 0.62 | 0.85 | Buy | |
10/09/19 | DBS Vickers | Sembcorp Industries | 2.11 | 3.2 | Buy | |
10/09/19 | CIMB | Sembcorp Marine | 1.2 | 1.26 | Hold | PB1.2x CY19 |
10/09/19 | OCBC | Sembcorp Marine | 1.2 | 1.29 | Hold | |
10/09/19 | DBS Vickers | Sembcorp Marine | 1.2 | 1.9 | Buy | |
10/09/19 | DMG & Partners | SGX | 8.4 | 8.1 | Neutral | PER23x FY20 |
10/09/19 | UOB Kay Hian | ST Engineering | 3.92 | 4.34 | Buy | |
10/09/19 | Kim Eng | Wilmar | 3.63 | 3.89 | Hold | DCF |
10/09/19 | UOB Kay Hian | Wilmar | 3.63 | 4.4 | Buy | |
10/09/19 | UOB Kay Hian | Yangzijiang | 0.95 | 1.46 | Buy |
The US-China tension is rising rapidly.
https://fortune.com/2019/10/08/china-ai-us-entity-list/
https://www.cnbc.com/2019/10/08/us-puts-visa-restrictions-on-chinese-officials-over-abuses-of-muslims-in-xinjiang.html
The US is increasing tension with China now. There won't be any good outcome for the October trade talk on 10 October because the US has added 28 Chinese firms to its entity list and banned some Chinese officials to the US.
This October will be a volatile month because there will be a trade talk on 10 October, Brexit on 31 October and FED interest rate on 31 October.
https://www.cnbc.com/2019/10/08/us-puts-visa-restrictions-on-chinese-officials-over-abuses-of-muslims-in-xinjiang.html
The US is increasing tension with China now. There won't be any good outcome for the October trade talk on 10 October because the US has added 28 Chinese firms to its entity list and banned some Chinese officials to the US.
This October will be a volatile month because there will be a trade talk on 10 October, Brexit on 31 October and FED interest rate on 31 October.
Tuesday, October 8, 2019
Avi-Tech - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/07/19 | DMG & Partners | Avi-Tech | 0.3 | 0.34 | Neutral | |
02/14/19 | DMG & Partners | Avi-Tech | 0.29 | 0.3 | Neutral | DCF |
03/19/19 | DMG & Partners | Avi-Tech | 0.29 | 0.3 | Neutral | |
07/16/19 | DMG & Partners | Avi-Tech | 0.28 | 0.27 | Neutral | DCF |
08/29/19 | Lim & Tan | Avi-Tech | 0.27 | 0 | Buy | |
09/10/19 | DMG & Partners | Avi-Tech | 0.31 | 0.31 | Neutral | DCF |
10/08/19 | DMG & Partners | Avi-Tech | 0.34 | 0.31 | Neutral |
Ascendas India Trust - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/25/19 | Jefferies | Ascendas India Trust | 1.08 | 1.2 | Buy | |
01/28/19 | DBS Vickers | Ascendas India Trust | 1.08 | 1.25 | Buy | DDM |
02/08/19 | DBS Vickers | Ascendas India Trust | 1.13 | 1.25 | Buy | |
04/29/19 | DBS Vickers | Ascendas India Trust | 1.27 | 1.4 | Buy | DDM |
07/29/19 | DBS Vickers | Ascendas India Trust | 1.42 | 1.55 | Buy |
Ascendas Hospitality Trust - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/30/19 | DBS Vickers | Ascendas Hospitality Trust | 0.835 | 0.98 | Buy | DCF |
07/04/19 | DBS Vickers | Ascendas Hospitality Trust | 1.04 | 1.21 | Buy | Pegged to ART |
Stock calls for 8 October 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
10/08/19 | DMG & Partners | Avi-Tech | 0.34 | 0.31 | Neutral | |
10/08/19 | DMG & Partners | Frencken | 0.675 | 0.82 | Buy | |
10/08/19 | DMG & Partners | GSS Energy | 0.066 | 0.08 | Neutral | |
10/08/19 | CIMB | Keppel Corp | 5.91 | 8.41 | Add | |
10/08/19 | DMG & Partners | Keppel Corp | 5.91 | 7.3 | Buy | |
10/08/19 | DBS Vickers | Keppel DC Reit | 1.9 | 2.2 | Buy | |
10/08/19 | CIMB | Sembcorp Industries | 2.08 | 2.83 | Add | Sum of parts |
10/08/19 | DMG & Partners | Silverlake | 0.44 | 0.56 | Buy | |
10/08/19 | Kim Eng | ST Engineering | 3.91 | 4.5 | Buy | DCF |
10/08/19 | DMG & Partners | Valuetronics | 0.615 | 0.61 | Neutral | |
10/08/19 | DMG & Partners | Venture | 15.42 | 16.3 | Buy |
Monday, October 7, 2019
ART - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/10/19 | OCBC | ART | 1.1 | 1.18 | Buy | |
01/10/19 | CIMB | ART | 1.1 | 1.13 | Hold | DDM |
01/11/19 | DBS Vickers | ART | 1.11 | 1.25 | Buy | |
01/30/19 | OCBC | ART | 1.19 | 1.25 | Buy | |
01/30/19 | DBS Vickers | ART | 1.19 | 1.35 | Buy | DCF |
03/05/19 | OCBC | ART | 1.14 | 1.25 | Buy | |
03/05/19 | CIMB | ART | 1.14 | 1.15 | Hold | |
03/29/19 | Lim & Tan | ART | 1.18 | 0 | Hold | BV |
04/09/19 | Phillip | ART | 1.18 | 1.36 | Buy | DDM, PB0.94x FY19 |
04/12/19 | UOB Kay Hian | ART | 1.2 | 1.46 | Buy | DDM |
04/15/19 | OCBC | ART | 1.2 | 1.25 | Hold | |
05/02/19 | OCBC | ART | 1.2 | 1.25 | Hold | |
05/02/19 | UOB Kay Hian | ART | 1.2 | 1.46 | Buy | |
05/03/19 | DBS Vickers | ART | 1.2 | 1.35 | Buy | DCF |
05/06/19 | Phillip | ART | 1.21 | 1.36 | Buy | DDM |
06/10/19 | UOB Kay Hian | ART | 1.27 | 1.46 | Buy | |
06/19/19 | Phillip | ART | 1.31 | 1.36 | Buy | |
06/25/19 | OCBC | ART | 1.3 | 1.25 | Hold | |
07/04/19 | OCBC | ART | 1.28 | 1.31 | Hold | |
07/04/19 | CIMB | ART | 1.28 | 1.15 | Hold | DDM |
07/04/19 | UOB Kay Hian | ART | 1.28 | 1.46 | Buy | |
07/05/19 | Phillip | ART | 1.31 | 1.36 | Accumulate | DDM |
07/31/19 | CIMB | ART | 1.3 | 1.31 | Hold | DDM |
07/31/19 | UOB Kay Hian | ART | 1.3 | 1.54 | Buy | |
07/31/19 | DBS Vickers | ART | 1.3 | 1.45 | Buy | |
08/02/19 | DIR | ART | 1.32 | 1.34 | Outperform | |
08/02/19 | Kim Eng | ART | 1.32 | 1.3 | Hold | |
08/02/19 | Phillip | ART | 1.32 | 1.36 | Accumulate | DDM |
08/27/19 | UOB Kay Hian | ART | 1.3 | 1.54 | Buy | |
09/24/19 | Phillip | ART | 1.31 | 1.36 | Accumulate |
ARA Hospitality - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
06/18/19 | UOB Kay Hian | ARA Hospitality | 0.87 | 1.15 | Buy | |
07/16/19 | UOB Kay Hian | ARA Hospitality | 0.885 | 1.15 | Buy | |
08/01/19 | UOB Kay Hian | ARA Hospitality | 0.885 | 1.21 | Buy | DDM |
10/02/19 | Amfrasers | ARA Hospitality | 0.87 | 0.96 | Outperform | DDM |
APTV - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/01/19 | Phillip | APTV | 0.13 | 0.14 | Accumulate | |
05/16/19 | Phillip | APTV | 0.178 | 0.16 | Reduce | EV/Ebitda11x |
08/19/19 | Phillip | APTV | 0.17 | 0.165 | Neutral | EV/Ebitda9.5x |
Stock calls for 7 October 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
10/07/19 | DBS Vickers | A-Reit | 3.08 | 3.4 | Buy | |
10/07/19 | DMG & Partners | Centurion | 0.4 | 0.43 | Neutral | DCF |
10/07/19 | UOB Kay Hian | Netlink | 0.9 | 1.01 | Buy | DCF |
10/07/19 | UOB Kay Hian | Sembcorp Industries | 2.06 | 2.22 | Hold | |
10/07/19 | CIMB | Starhill | 0.74 | 0.75 | Hold | DDM |
Sunday, October 6, 2019
Saturday, October 5, 2019
Baltic dry index - 1767
Today, Friday, October 04 2019, the Baltic Dry Index climbed by 10 points, reaching 1767 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 stock: Sembcorp Marine, Cosco & Pan ocean.
HK protestors must understand the consequences of rioting.
https://sg.news.yahoo.com/hong-kong-metro-system-remain-010856466.html
There will be consequences of rioting. Just look at France's yellow vest protests.
More than 24 yellow vests lost their eyes.
https://edition.cnn.com/2019/07/14/europe/france-bastille-day-injured-yellow-vests-intl/index.html
11 were killed during the yellow vest protests.
https://www.aa.com.tr/en/europe/france-yellow-vest-protests-complete-5-months/1455001
Thousands got injured too.
There will be consequences of rioting. Just look at France's yellow vest protests.
More than 24 yellow vests lost their eyes.
https://edition.cnn.com/2019/07/14/europe/france-bastille-day-injured-yellow-vests-intl/index.html
11 were killed during the yellow vest protests.
https://www.aa.com.tr/en/europe/france-yellow-vest-protests-complete-5-months/1455001
Thousands got injured too.
The US government is fudging its employment data again.
https://www.cnbc.com/2019/10/04/heres-where-the-jobs-are-for-September-2019-in-one-chart.html
The US unemployment rate drops to 3.5%. Can you believe that?
Let's suss out the devil!
The PMI employment index contracted in August.
http://sg-stock.blogspot.com/2019/09/ism-pmi-analysis-for-us-economy-in.html
The PMI employment index contracted in September again.
http://sg-stock.blogspot.com/2019/10/ism-pmi-declined-to-478-in-september.html
The latest ADP private payrolls were slowing down.
https://www.cnbc.com/2019/10/02/adp-jobs-report-private-payrolls-grow-but-hiring-slows.html
I really cannot find anything positive to support these euphoric employment data.
What's the point of publishing overly optimistic figures but these figures will be revised down by a few hundred thousands later?
The US is always using this dirty trick to prop up the stock markets.
http://sg-stock.blogspot.com/2019/09/the-us-was-caught-red-handed-for.html
The US unemployment rate drops to 3.5%. Can you believe that?
Let's suss out the devil!
The PMI employment index contracted in August.
http://sg-stock.blogspot.com/2019/09/ism-pmi-analysis-for-us-economy-in.html
The PMI employment index contracted in September again.
http://sg-stock.blogspot.com/2019/10/ism-pmi-declined-to-478-in-september.html
The latest ADP private payrolls were slowing down.
https://www.cnbc.com/2019/10/02/adp-jobs-report-private-payrolls-grow-but-hiring-slows.html
I really cannot find anything positive to support these euphoric employment data.
What's the point of publishing overly optimistic figures but these figures will be revised down by a few hundred thousands later?
The US is always using this dirty trick to prop up the stock markets.
http://sg-stock.blogspot.com/2019/09/the-us-was-caught-red-handed-for.html
Friday, October 4, 2019
Hong Kong anti-mask ban will be in effect on 5 October 2019.
https://www.channelnewsasia.com/news/asia/hong-kong-protests-ban-face-mask-law-carrie-lam-police-11969660
The HK anti-mask ban will be in effect on 5 October 2019. This is an effective government action as shown in the yellow vest protest in France which had implemented this ban. However, the HK rioters will be repulsive against this ban.
The HK anti-mask ban will be in effect on 5 October 2019. This is an effective government action as shown in the yellow vest protest in France which had implemented this ban. However, the HK rioters will be repulsive against this ban.
APAC Realty - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/12/19 | DMG & Partners | APAC Realty | 0.5 | 0.72 | Buy | |
02/12/19 | DBS Vickers | APAC Realty | 0.5 | 0.56 | Hold | |
03/01/19 | DMG & Partners | APAC Realty | 0.57 | 0.72 | Buy | DCF |
03/01/19 | DBS Vickers | APAC Realty | 0.57 | 0.7 | Buy | PER12x |
04/04/19 | DMG & Partners | APAC Realty | 0.615 | 0.72 | Buy | RNAV |
05/07/19 | DMG & Partners | APAC Realty | 0.555 | 0.72 | Buy | |
05/14/19 | DMG & Partners | APAC Realty | 0.545 | 0.67 | Buy | DCF |
05/16/19 | DBS Vickers | APAC Realty | 0.525 | 0.58 | Hold | PER10x |
06/03/19 | Phillip | APAC Realty | 0.5 | 0.65 | Buy | DCF |
06/06/19 | DMG & Partners | APAC Realty | 0.5 | 0.67 | Buy | |
06/07/19 | CIMB | APAC Realty | 0.51 | 0.67 | Add | |
07/15/19 | Phillip | APAC Realty | 0.545 | 0.65 | Buy | DCF |
08/06/19 | DMG & Partners | APAC Realty | 0.525 | 0.65 | Buy | DCF |
08/06/19 | DBS Vickers | APAC Realty | 0.525 | 0.48 | Hold | PER10x FY20 |
08/08/19 | Phillip | APAC Realty | 0.515 | 0.58 | Buy | DCF |
08/13/19 | CIMB | APAC Realty | 0.51 | 0.6 | Add | PER10x FY20 |
09/12/19 | DMG & Partners | APAC Realty | 0.495 | 0.65 | Buy |
Amara - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/05/19 | DMG & Partners | Amara | 0.46 | 0.88 | Buy | RNAV (35% discount) |
Subscribe to:
Posts (Atom)