Date | Analyst | Company | Last | Target | Call | Valuation |
11/04/19 | DMG & Partners | A-Reit | 3.17 | 3 | Neutral | DDM |
11/04/19 | OCBC | A-Reit | 3.17 | 3.25 | Hold | |
11/04/19 | Amfrasers | AEM | 1.53 | 1.8 | Outperform | PER12x FY20 |
11/04/19 | CIMB | ART | 1.37 | 1.34 | Hold | |
11/04/19 | OCBC | ART | 1.37 | 1.41 | Hold | |
11/04/19 | CIMB | CDL Hospitality | 1.64 | 1.83 | Add | |
11/04/19 | OCBC | CDL Hospitality | 1.64 | 1.69 | Hold | |
11/04/19 | DMG & Partners | China Aviation Oil | 1.23 | 1.55 | Buy | Sum of parts |
11/04/19 | CIMB | Far East Hospitality | 0.735 | 0.7 | Hold | |
11/04/19 | OCBC | Far East Hospitality | 0.735 | 0.68 | Hold | |
11/04/19 | UOB Kay Hian | Netlink | 0.935 | 1.01 | Buy | DCF |
11/04/19 | Phillip | Netlink | 0.935 | 0.99 | Accumulate | |
11/04/19 | phillip | Sheng Siong | 1.18 | 1.32 | Accumulate | PER25x |
11/04/19 | Amfrasers | Sheng Siong | 1.18 | 1.35 | Outperform | |
11/04/19 | CIMB | Sheng Siong | 1.18 | 1.3 | Add | PER22.5x CY20 |
11/04/19 | OCBC | Sheng Siong | 1.18 | 1.21 | Hold | |
11/04/19 | Lim & Tan | SIA Engineering | 2.65 | 0 | Hold | |
11/04/19 | CIMB | Singapore Post | 0.965 | 1.13 | Add | DCF |
11/04/19 | phillip | UOB | 26.57 | 27.8 | Accumulate | GGM, PB1.3x |
11/04/19 | Kim Eng | UOB | 26.57 | 30.5 | Buy | DDM |
11/04/19 | OCBC | UOB | 26.57 | 29.4 | Buy | |
11/04/19 | DBS Vickers | UOB | 26.57 | 29.2 | Buy | GGM, PB1.1x FY20 |
Monday, November 4, 2019
Stock calls for 4 November 2019
Saturday, November 2, 2019
The US PMI is still contracting in October 2019.
The ISM PMI is in its 3rd consecutive contraction month at 48.3.
The PMI prices decreased to 45.5 because the producers reduced their imports and used more local raw materials.
The supplier's deliveries were reduced because of lower production. However, the new order increased because of a huge jump in the export order. The new local order decreased tremendously which showed that the local consumption was weakening drastically. As the US economy is made up of 70% consumer consumption, this drastic drop will affect the US GDP severely. This might also explain the reduced production as the producers were not optimistic about the US future economic growth.
The increase in customers' inventories was just to fulfill existing orders (backlog of order) and the export order but the local consumption is deteriorating rapidly which is a major concern.
The latest GDP forecast by the Atlanta FED is also showing a worrying economic sign.
The Atlanta FED is forecasting real GDP growth of 1.1% for 4th Qtr 2019 which is way below the recent 1.9% GDP growth in 3rd Qtr 2019.
The PMI prices decreased to 45.5 because the producers reduced their imports and used more local raw materials.
The supplier's deliveries were reduced because of lower production. However, the new order increased because of a huge jump in the export order. The new local order decreased tremendously which showed that the local consumption was weakening drastically. As the US economy is made up of 70% consumer consumption, this drastic drop will affect the US GDP severely. This might also explain the reduced production as the producers were not optimistic about the US future economic growth.
The increase in customers' inventories was just to fulfill existing orders (backlog of order) and the export order but the local consumption is deteriorating rapidly which is a major concern.
The latest GDP forecast by the Atlanta FED is also showing a worrying economic sign.
The Atlanta FED is forecasting real GDP growth of 1.1% for 4th Qtr 2019 which is way below the recent 1.9% GDP growth in 3rd Qtr 2019.
Baltic dry index - 1731
Today, Thursday, October 31 2019, the Baltic Dry Index decreased by 51 points, reaching 1731 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.
Friday, November 1, 2019
Do not take Boeing 737 because it is a flying coffin. - Part 2
https://www.channelnewsasia.com/news/business/boeing-737ng-up-to-50-planes-grounded-globally-over-cracks-12050670
Boeing 737 is really an unsafe airplane. We had already warned our viewers in October 2019. We cannot trust the US FAA anymore.
http://sg-stock.blogspot.com/2019/10/do-not-take-boeing-737-because-it-is.html
Boeing 737 is really an unsafe airplane. We had already warned our viewers in October 2019. We cannot trust the US FAA anymore.
http://sg-stock.blogspot.com/2019/10/do-not-take-boeing-737-because-it-is.html
Fu Yu - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/02/19 | DMG & Partners | Fu Yu | 0.19 | 0.23 | Buy | DCF |
01/04/19 | UOB Kay Hian | Fu Yu | 0.186 | 0.27 | Buy | EV/Ebitda 5.3x FY19 |
01/15/19 | CIMB | Fu Yu | 0.2 | 0.2 | Hold | PB0.9x |
02/08/19 | UOB Kay Hian | Fu Yu | 0.205 | 0.27 | Buy | |
02/27/19 | UOB Kay Hian | Fu Yu | 0.21 | 0.285 | Buy | |
02/27/19 | Lim & Tan | Fu Yu | 0.21 | 0 | Buy | |
02/28/19 | DMG & Partners | Fu Yu | 0.215 | 0.24 | Buy | DCF |
02/28/19 | CIMB | Fu Yu | 0.215 | 0.2 | Hold | |
03/13/19 | DMG & Partners | Fu Yu | 0.205 | 0.24 | Buy | |
03/26/19 | UOB Kay Hian | Fu Yu | 0.2 | 0.285 | Buy | |
04/15/19 | UOB Kay Hian | Fu Yu | 0.205 | 0.285 | Buy | EV/Ebitda5.5x |
05/07/19 | DMG & Partners | Fu Yu | 0.21 | 0.24 | Buy | DCF |
05/10/19 | UOB Kay Hian | Fu Yu | 0.205 | 0.285 | Buy | |
05/10/19 | Lim & Tan | Fu Yu | 0.205 | 0 | Buy | |
06/06/19 | DMG & Partners | Fu Yu | 0.19 | 0.24 | Buy | |
06/13/19 | UOB Kay Hian | Fu Yu | 0.2 | 0.29 | Buy | |
07/09/19 | DMG & Partners | Fu Yu | 0.215 | 0.24 | Buy | DCF |
07/15/19 | UOB Kay Hian | Fu Yu | 0.215 | 0.29 | Buy | |
08/14/19 | Lim & Tan | Fu Yu | 0.215 | 0 | Buy | |
08/14/19 | DMG & Partners | Fu Yu | 0.215 | 0.24 | Buy | DCF |
08/14/19 | UOB Kay Hian | Fu Yu | 0.215 | 0.285 | Buy | |
09/11/19 | DMG & Partners | Fu Yu | 0.215 | 0.24 | Buy | |
09/16/19 | UOB Kay Hian | Fu Yu | 0.23 | 0.285 | Buy | EV/Ebitda5.7x FY19 |
10/02/19 | DMG & Partners | Fu Yu | 0.22 | 0.24 | Buy | DCF |
10/09/19 | UOB Kay Hian | Fu Yu | 0.225 | 0.285 | Buy |
Frencken - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/12/19 | Amfrasers | Frencken | 0.51 | 0.67 | Buy | PER10x FY19 |
04/15/19 | DBS Vickers | Frencken | 0.6 | 0.75 | Buy | PER8.5x FY19/20 |
04/17/19 | CIMB | Frencken | 0.635 | 0.9 | Add | PER10x FY20 |
05/09/19 | DMG & Partners | Frencken | 0.615 | 0.82 | Buy | DCF |
05/10/19 | DBS Vickers | Frencken | 0.615 | 0.75 | Buy | PER8.5x FY19/20 |
05/10/19 | Lim & Tan | Frencken | 0.615 | 0 | Buy | |
05/10/19 | CIMB | Frencken | 0.615 | 0.9 | Add | |
05/14/19 | Amfrasers | Frencken | 0.595 | 0.67 | Buy | PER10x FY19 |
06/12/19 | DMG & Partners | Frencken | 0.625 | 0.82 | Buy | DCF |
08/13/19 | DBS Vickers | Frencken | 0.66 | 0.8 | Buy | |
08/13/19 | CIMB | Frencken | 0.66 | 0.9 | Add | |
08/13/19 | DMG & Partners | Frencken | 0.66 | 0.82 | Buy | DCF |
08/13/19 | DBS Vickers | Frencken | 0.66 | 0.8 | Buy | PER8.5x |
08/22/19 | CIMB | Frencken | 0.73 | 0.95 | Add | |
08/22/19 | Amfrasers | Frencken | 0.73 | 0.81 | Neutral | PER10x FY20 |
09/11/19 | Amfrasers | Frencken | 0.675 | 0.81 | outperform | PER10x FY20 |
10/08/19 | DMG & Partners | Frencken | 0.675 | 0.82 | Buy |
Frasers Property - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/17/19 | DBS Vickers | Frasers Property | 1.74 | 1.98 | Buy | RNAV (35% discount) |
02/14/19 | CIMB | Frasers Property | 1.7 | 2.08 | Add | |
02/14/19 | DBS Vickers | Frasers Property | 1.7 | 1.98 | Buy | RNAV (35% discount) |
03/22/19 | DBS Vickers | Frasers Property | 1.77 | 1.98 | Buy | RNAV (35% discount) |
04/08/19 | DBS Vickers | Frasers Property | 1.81 | 1.98 | Buy | |
04/10/19 | DBS Vickers | Frasers Property | 1.84 | 2.3 | Buy | RNAV (35% discount) |
05/06/19 | DBS Vickers | Frasers Property | 1.89 | 2.3 | Buy | RNAV (35% discount) |
05/07/19 | CIMB | Frasers Property | 1.85 | 2.08 | Add |
Stock calls for 1 November 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
11/01/19 | Kim Eng | ART | 1.38 | 1.35 | Hold | DDM |
11/01/19 | Amfrasers | CapitaRetail China | 1.52 | 1.74 | Outperform | |
11/01/19 | DMG & Partners | CSE Global | 0.525 | 0.69 | Buy | DCF |
11/01/19 | Kim Eng | Far East Hospitality | 0.73 | 0.8 | Buy | DDM |
11/01/19 | Kim Eng | Frasers Hospitality Trust | 0.735 | 0.8 | Buy | DDM |
11/01/19 | DBS Vickers | Hi-P | 1.44 | 1.39 | Hold | |
11/01/19 | Kim Eng | Hi-P | 1.44 | 1.34 | Sell | PB1.5x FY20 |
11/01/19 | DBS Vickers | Ifast Corp | 1.01 | 1.05 | Hold | DDM |
11/01/19 | UOB Kay Hian | Japfa | 0.49 | 0.5 | Hold | Sum of parts, Buy @ $0.44 |
11/01/19 | DBS Vickers | Japfa | 0.49 | 0.53 | Hold | |
11/01/19 | CIMB | Japfa | 0.49 | 0.56 | Add | |
11/01/19 | CIMB | Manulife US Reit | 0.915 | 1.12 | Add | |
11/01/19 | UOB Kay Hian | Parkway Life | 3.27 | 3.58 | Buy | DDM |
11/01/19 | CIMB | Parkway Life | 3.27 | 3.26 | Hold | |
11/01/19 | UOB Kay Hian | Sheng Siong | 1.17 | 1.27 | Hold | Buy @ $1.14 |
11/01/19 | DMG & Partners | Sheng Siong | 1.17 | 1.32 | Buy | |
11/01/19 | Kim Eng | Sheng Siong | 1.17 | 1 | Sell | DCF |
11/01/19 | DBS Vickers | Sheng Siong | 1.17 | 1.32 | Buy | |
11/01/19 | CIMB | UOB | 26.83 | 29.54 | Add | GGM, PB1.3x |
11/01/19 | DMG & Partners | UOB | 26.83 | 29.5 | Buy | GGM, PB1.24x FY20 |
11/01/19 | Lim & Tan | UOB | 26.83 | 0 | Buy on weakness |
Thursday, October 31, 2019
Frasers Logistics - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/28/19 | DBS Vickers | Frasers Logistics | 1.06 | 1.2 | Buy | DCF |
01/28/19 | OCBC | Frasers Logistics | 1.06 | 1.19 | Buy | |
01/28/19 | CIMB | Frasers Logistics | 1.06 | 1.19 | Add | |
02/08/19 | DBS Vickers | Frasers Logistics | 1.09 | 1.2 | Buy | |
04/03/19 | DBS Vickers | Frasers Logistics | 1.16 | 1.2 | Buy | |
04/30/19 | OCBC | Frasers Logistics | 1.18 | 1.2 | Hold | |
05/02/19 | CIMB | Frasers Logistics | 1.18 | 1.21 | Hold | DDM |
06/28/19 | OCBC | Frasers Logistics | 1.19 | 1.2 | Hold | |
07/04/19 | OCBC | Frasers Logistics | 1.23 | 1.2 | Hold | |
07/04/19 | Lim & Tan | Frasers Logistics | 1.23 | 0 | Hold | |
07/04/19 | CIMB | Frasers Logistics | 1.23 | 1.25 | Hold | |
08/21/19 | CIMB | Frasers Logistics | 1.2 | 1.27 | Add |
Frasers Hospitality Trust - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/01/19 | Kim Eng | Frasers Hospitality Trust | 0.735 | 0.8 | Buy | DDM |
02/01/19 | DBS Vickers | Frasers Hospitality Trust | 0.735 | 0.78 | Buy | |
02/04/19 | UOB Kay Hian | Frasers Hospitality Trust | 0.74 | 0.82 | Buy | |
05/03/19 | Kim Eng | Frasers Hospitality Trust | 0.745 | 0.85 | Buy | |
05/03/19 | DBS Vickers | Frasers Hospitality Trust | 0.745 | 0.77 | Hold | DCF |
07/12/19 | DBS Vickers | Frasers Hospitality Trust | 0.72 | 0.77 | Hold | DCF |
10/09/19 | DBS Vickers | Frasers Hospitality Trust | 0.715 | 0.77 | Hold | |
10/31/19 | DBS Vickers | Frasers Hospitality Trust | 0.735 | 0.78 | Hold |
Frasers Commercial Trust - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/18/19 | DBS Vickers | Frasers Commercial Trust | 1.47 | 1.7 | Buy | |
01/21/19 | OCBC | Frasers Commercial Trust | 1.45 | 1.56 | Buy | |
01/21/19 | CIMB | Frasers Commercial Trust | 1.45 | 1.5 | Hold | DDM |
01/21/19 | Lim & Tan | Frasers Commercial Trust | 1.45 | 0 | Hold | |
03/18/19 | DMG & Partners | Frasers Commercial Trust | 1.47 | 1.5 | Neutral | |
04/08/19 | DBS Vickers | Frasers Commercial Trust | 1.47 | 1.7 | Buy | |
04/24/19 | DMG & Partners | Frasers Commercial Trust | 1.49 | 1.5 | Neutral | DDM |
04/24/19 | OCBC | Frasers Commercial Trust | 1.49 | 1.58 | Buy | |
04/24/19 | CIMB | Frasers Commercial Trust | 1.49 | 1.5 | Hold | DDM |
06/06/19 | DBS Vickers | Frasers Commercial Trust | 1.51 | 1.7 | Buy | |
06/26/19 | OCBC | Frasers Commercial Trust | 1.58 | 1.69 | Buy | |
06/26/19 | CIMB | Frasers Commercial Trust | 1.58 | 1.64 | Add | DDM |
06/27/19 | DMG & Partners | Frasers Commercial Trust | 1.66 | 1.65 | Neutral | DDM |
07/04/19 | DMG & Partners | Frasers Commercial Trust | 1.68 | 1.65 | Neutral | |
07/12/19 | DBS Vickers | Frasers Commercial Trust | 1.65 | 1.7 | Hold | DCF |
07/22/19 | OCBC | Frasers Commercial Trust | 1.64 | 1.7 | Hold | |
10/04/19 | DBS Vickers | Frasers Commercial Trust | 1.6 | 1.7 | Hold | DCF |
10/23/19 | DMG & Partners | Frasers Commercial Trust | 1.64 | 1.65 | Neutral | DDM |
10/24/19 | OCBC | Frasers Commercial Trust | 1.65 | 1.76 | Hold | |
10/24/19 | CIMB | Frasers Commercial Trust | 1.65 | 1.71 | Add | DDM |
Stock calls for 31 October 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
10/31/19 | UOB Kay Hian | ART | 1.4 | 1.66 | Buy | DDM |
10/31/19 | DMG & Partners | CDL Hospitality | 1.63 | 1.78 | Buy | DDM |
10/31/19 | Kim Eng | CDL Hospitality | 1.63 | 1.8 | Buy | DDM |
10/31/19 | UOB Kay Hian | CDL Hospitality | 1.63 | 2.05 | Buy | |
10/31/19 | CIMB | CSE Global | 0.525 | 0.68 | Buy | |
10/31/19 | DBS Vickers | Delfi | 0.995 | 1.49 | Buy | PER23.7x FY20 |
10/31/19 | UOB Kay Hian | Far East Hospitality | 0.71 | 0.86 | Buy | |
10/31/19 | DBS Vickers | Far East Hospitality | 0.71 | 0.8 | Buy | |
10/31/19 | DBS Vickers | Frasers Hospitality Trust | 0.735 | 0.78 | Hold | |
10/31/19 | OCBC | Mapletree North Asia | 1.27 | 1.43 | Buy | |
10/31/19 | Lim & Tan | Parkway Life | 3.24 | 0 | Hold | |
10/31/19 | DBS Vickers | Singapore Post | 0.96 | 0.96 | Hold |
APEC summit is cancelled!
https://sg.finance.yahoo.com/news/chiles-apec-cancellation-raises-hurdle-002610187.html
The APEC summit in Chile is cancelled because of its ongoing violent protests.
Shall we support the Chilean protests? Fight for freedom in Chile! Fight for democracy in Chile! Hahaha!
The APEC summit in Chile is cancelled because of its ongoing violent protests.
Shall we support the Chilean protests? Fight for freedom in Chile! Fight for democracy in Chile! Hahaha!
The US GDP growth declined to 1.9%.
https://sg.news.yahoo.com/us-economy-grows-modest-1-123602190.html
The US GDP growth slowed to 1.9% but this would still be an optimistic number in the face of the consecutive declines in its PMI.
https://sg-stock.blogspot.com/2019/10/ism-pmi-declined-to-478-in-september.html
We don't want to accuse the US of fudging its GDP number but the declining PMI numbers are showing a more dire strait situation.
Anyway, let's put this aside and look at another thing that most media omit.
https://sg-stock.blogspot.com/2019/07/the-us-china-trade-war-impacts-on-both_27.html
China GDP growth - 3rd Qtr: 6%
US GDP growth - 3rd Qtr: 1.9%
China has grown its GDP by US$0.82T (6% of GDP US$13.6T) this quarter but the US is only growing at US$0.39T (1.9% of GDP US$20.5T). In other words, China is growing at twice the US growth rate in absolute terms.
The US GDP growth slowed to 1.9% but this would still be an optimistic number in the face of the consecutive declines in its PMI.
https://sg-stock.blogspot.com/2019/10/ism-pmi-declined-to-478-in-september.html
We don't want to accuse the US of fudging its GDP number but the declining PMI numbers are showing a more dire strait situation.
Anyway, let's put this aside and look at another thing that most media omit.
https://sg-stock.blogspot.com/2019/07/the-us-china-trade-war-impacts-on-both_27.html
China GDP growth - 3rd Qtr: 6%
US GDP growth - 3rd Qtr: 1.9%
China has grown its GDP by US$0.82T (6% of GDP US$13.6T) this quarter but the US is only growing at US$0.39T (1.9% of GDP US$20.5T). In other words, China is growing at twice the US growth rate in absolute terms.
The FED has cut rates as we had predicted.
https://finance.yahoo.com/news/wrapup-4-u-fed-cuts-180003179.html
The US FED has cut rates to 1.5-1.75% and will remain on hold for now. This means there won't be any further cut anymore in 2019.
We had anticipated such a rate cut in our previous post with our own analysis.
http://sg-stock.blogspot.com/2019/10/the-us-fed-will-cut-rates-again-in.html
The US FED has cut rates to 1.5-1.75% and will remain on hold for now. This means there won't be any further cut anymore in 2019.
We had anticipated such a rate cut in our previous post with our own analysis.
http://sg-stock.blogspot.com/2019/10/the-us-fed-will-cut-rates-again-in.html
Wednesday, October 30, 2019
The UK has started to withdraw its support for the Hong Kong protest.
http://sg-stock.blogspot.com/2019/10/the-hong-kong-protestors-have-just.html
As stated in our previous post, the HK protestors will start to lose the western support.
The UK knows that it cannot support the HK protests anymore because it has its own Brexit protest now. Although the Brexit protest is still peaceful, it may escalate into a violent protest in the future and the UK police will have some difficulty to do a violent crackdown on its own violent protest if the UK government keeps supporting the violent protests in HK. The UK also doesn't want the HK protestors to support the Brexit protest after they showed support for the Catalan protestors.
The US will also withdraw its support for the HK protestors if the US has a protest. There may be an impeachment protest in the US since Nancy Pelosi is putting her political life at stake by spearheading the President's impeachment.
There are few protests going on in the west now.
Chile
Spain (Catalan)
UK (Brexit)
France (Yellow vest)
As stated in our previous post, the HK protestors will start to lose the western support.
The US will also withdraw its support for the HK protestors if the US has a protest. There may be an impeachment protest in the US since Nancy Pelosi is putting her political life at stake by spearheading the President's impeachment.
There are few protests going on in the west now.
Chile
Spain (Catalan)
UK (Brexit)
France (Yellow vest)
Frasers Centrepoint Trust - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/17/19 | Kim Eng | Frasers Centrepoint Trust | 2.27 | 2.55 | Buy | DDM |
01/22/19 | Lim & Tan | Frasers Centrepoint Trust | 2.26 | 0 | Hold | |
01/22/19 | OCBC | Frasers Centrepoint Trust | 2.26 | 2.5 | Buy | |
01/23/19 | Phillip | Frasers Centrepoint Trust | 2.27 | 2.21 | Neutral | DDM, PB1.09x FY19 |
01/23/19 | DBS Vickers | Frasers Centrepoint Trust | 2.27 | 2.4 | Buy | |
01/28/19 | UOB Kay Hian | Frasers Centrepoint Trust | 2.29 | 2.32 | Buy | |
01/28/19 | CIMB | Frasers Centrepoint Trust | 2.29 | 2.35 | Add | DDM |
02/15/19 | Phillip | Frasers Centrepoint Trust | 2.24 | 2.21 | Neutral | |
02/28/19 | Kim Eng | Frasers Centrepoint Trust | 2.3 | 2.55 | Buy | |
03/01/19 | OCBC | Frasers Centrepoint Trust | 2.29 | 2.5 | Buy | |
03/01/19 | DBS Vickers | Frasers Centrepoint Trust | 2.29 | 2.4 | Buy | DCF |
03/14/19 | DBS Vickers | Frasers Centrepoint Trust | 2.26 | 2.6 | Buy | |
03/18/19 | DMG & Partners | Frasers Centrepoint Trust | 2.28 | 2.19 | Neutral | |
04/03/19 | DBS Vickers | Frasers Centrepoint Trust | 2.38 | 2.6 | Buy | |
04/04/19 | Kim Eng | Frasers Centrepoint Trust | 2.36 | 2.6 | Buy | |
04/24/19 | Lim & Tan | Frasers Centrepoint Trust | 2.36 | 0 | Buy | |
04/25/19 | DMG & Partners | Frasers Centrepoint Trust | 2.36 | 2.19 | Neutral | DDM |
04/25/19 | OCBC | Frasers Centrepoint Trust | 2.36 | 2.61 | Buy | DDM |
04/26/19 | Phillip | Frasers Centrepoint Trust | 2.37 | 2.31 | Neutral | DDM |
05/17/19 | OCBC | Frasers Centrepoint Trust | 2.45 | 2.61 | Buy | |
05/17/19 | DMG & Partners | Frasers Centrepoint Trust | 2.45 | 2.25 | Neutral | |
05/17/19 | CIMB | Frasers Centrepoint Trust | 2.45 | 2.55 | Add | DDM |
05/21/19 | Kim Eng | Frasers Centrepoint Trust | 2.4 | 2.6 | Buy | |
05/23/19 | UOB Kay Hian | Frasers Centrepoint Trust | 2.41 | 2.71 | Buy | |
05/24/19 | Phillip | Frasers Centrepoint Trust | 2.44 | 2.36 | Neutral | DDM |
06/06/19 | DMG & Partners | Frasers Centrepoint Trust | 2.52 | 2.25 | Neutral | |
06/10/19 | UOB Kay Hian | Frasers Centrepoint Trust | 2.52 | 2.71 | Buy | |
06/19/19 | Phillip | Frasers Centrepoint Trust | 2.61 | 2.36 | Neutral | |
06/21/19 | UOB Kay Hian | Frasers Centrepoint Trust | 2.55 | 2.72 | Buy | |
06/24/19 | DBS Vickers | Frasers Centrepoint Trust | 2.54 | 2.85 | Buy | |
06/24/19 | Amfrasers | Frasers Centrepoint Trust | 2.54 | 2.33 | Neutral | DDM |
06/25/19 | Kim Eng | Frasers Centrepoint Trust | 2.59 | 2.6 | Buy | |
07/04/19 | DMG & Partners | Frasers Centrepoint Trust | 2.64 | 2.25 | Neutral | |
07/12/19 | DBS Vickers | Frasers Centrepoint Trust | 2.64 | 2.95 | Buy | |
07/16/19 | UOB Kay Hian | Frasers Centrepoint Trust | 2.62 | 2.72 | Buy | |
07/22/19 | Phillip | Frasers Centrepoint Trust | 2.65 | 2.36 | Neutral | |
07/24/19 | UOB Kay Hian | Frasers Centrepoint Trust | 2.65 | 2.66 | Hold | DDM, Buy @ $2.42 |
07/24/19 | Kim Eng | Frasers Centrepoint Trust | 2.65 | 2.8 | Buy | DDM |
07/24/19 | OCBC | Frasers Centrepoint Trust | 2.65 | 2.69 | Hold | |
07/24/19 | CIMB | Frasers Centrepoint Trust | 2.65 | 2.79 | Add | DDM |
07/24/19 | Lim & Tan | Frasers Centrepoint Trust | 2.65 | 0 | Hold | |
07/26/19 | Amfrasers | Frasers Centrepoint Trust | 2.63 | 2.51 | Neutral | |
07/29/19 | Phillip | Frasers Centrepoint Trust | 2.68 | 2.77 | Accumulate | DDM |
08/22/19 | CIMB | Frasers Centrepoint Trust | 2.68 | 2.79 | Add | |
08/26/19 | Phillip | Frasers Centrepoint Trust | 2.68 | 2.77 | Accumulate | |
08/30/19 | CIMB | Frasers Centrepoint Trust | 2.74 | 2.9 | Add | DDM |
08/30/19 | DMG & Partners | Frasers Centrepoint Trust | 2.74 | 2.55 | Neutral | DDM |
09/19/19 | Kim Eng | Frasers Centrepoint Trust | 2.7 | 2.8 | Buy | |
09/24/19 | Phillip | Frasers Centrepoint Trust | 2.71 | 2.77 | Accumulate | |
10/02/19 | DBS Vickers | Frasers Centrepoint Trust | 2.7 | 2.95 | Buy | |
10/18/19 | Phillip | Frasers Centrepoint Trust | 2.77 | 2.77 | Accumulate | |
10/24/19 | DMG & Partners | Frasers Centrepoint Trust | 2.72 | 2.55 | Neutral | DDM |
10/24/19 | OCBC | Frasers Centrepoint Trust | 2.72 | 2.75 | Hold | |
10/24/19 | UOB Kay Hian | Frasers Centrepoint Trust | 2.72 | 3.05 | Buy | |
10/24/19 | Lim & Tan | Frasers Centrepoint Trust | 2.72 | 0 | Hold | |
10/25/19 | Phillip | Frasers Centrepoint Trust | 2.75 | 3.11 | Accumulate | DDM |
Fortune Reit - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/25/19 | DBS Vickers | Fortune Reit | 9.8 | 10.68 | Buy | |
01/29/19 | DBS Vickers | Fortune Reit | 9.7 | 10.76 | Buy | |
03/06/19 | DBS Vickers | Fortune Reit | 9.8 | 10.76 | Buy | |
06/21/19 | DBS Vickers | Fortune Reit | 10.66 | 11.8 | Buy | DDM |
Food Empire - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/04/19 | DMG & Partners | Food Empire | 0.58 | 0.69 | Buy | |
04/05/19 | DMG & Partners | Food Empire | 0.56 | 0.69 | Buy | |
08/13/19 | DMG & Partners | Food Empire | 0.525 | 0.73 | Buy | PER13x FY19 |
Stock calls for 30 October 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
10/30/19 | OCBC | Cache Logistics | 0.72 | 0.72 | Hold | |
10/30/19 | Lim & Tan | Far East Hospitality | 0.7 | 0 | Hold | |
10/30/19 | OCBC | Hutchison Port | 0.158 | 0.155 | Hold | |
10/30/19 | DBS Vickers | Mapletree North Asia | 1.27 | 1.6 | Buy | DCF |
10/30/19 | DMG & Partners | Raffles Medical | 1 | 1.02 | Neutral | DCF |
10/30/19 | CIMB | Raffles Medical | 1 | 1.16 | Add | Sum of parts |
10/30/19 | UOB Kay Hian | Raffles Medical | 1 | 1.27 | Buy | DCF |
10/30/19 | DBS Vickers | Raffles Medical | 1 | 1.12 | Hold | |
10/30/19 | UOB Kay Hian | Sasseur | 0.8 | 0.97 | Buy | DDM |
When the US says it is deploying its troops to protect the oil field, you cannot trust the US government.
https://sg.finance.yahoo.com/news/russia-releases-damning-evidence-u-173000250.html
The US is caught red-handed by Russia for plundering Syrian oil under the guise of safeguarding the oil field.
Why am I not surprised? If you truly understand the Americans, you will know that the US cannot be trusted.
The US is caught red-handed by Russia for plundering Syrian oil under the guise of safeguarding the oil field.
Why am I not surprised? If you truly understand the Americans, you will know that the US cannot be trusted.
Tuesday, October 29, 2019
Food Empire - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/04/19 | DMG & Partners | Food Empire | 0.58 | 0.69 | Buy | |
04/05/19 | DMG & Partners | Food Empire | 0.56 | 0.69 | Buy | |
08/13/19 | DMG & Partners | Food Empire | 0.525 | 0.73 | Buy | PER13x FY19 |
First Sponsor - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/22/19 | DBS Vickers | First Sponsor | 1.27 | 1.62 | Buy | RNAV (35% discount) |
07/26/19 | DBS Vickers | First Sponsor | 1.31 | 1.62 | Buy | RNAV (35% discount) |
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