https://www.channelnewsasia.com/news/asia/hong-kong-protesters-rally-in-support-of-china-s-ethnic-uighurs-12204238
These HK protestors are just paid anti-China lackeys! Why did I say so?
If they're so concerned about Muslims' welfare and rights, they would have protested for the same noble cause for the Muslims anywhere.
https://sg.news.yahoo.com/fresh-clashes-india-death-toll-hits-nine-062143467.html
However, these HK protestors turned a blind eye to the Muslims' plight in India and chose to focus only on China's Muslims. Why? This is because they're not being paid to protest for the Indian Muslims.
Let's look at the US hypocrisy below.
The US Pompeo avoided the Indian Muslims' issue but chose to focus on China's Muslims.
https://www.bloomberg.com/news/articles/2019-12-18/pompeo-avoids-comment-on-india-citizenship-law-in-minister-visit
Monday, December 23, 2019
Saturday, December 21, 2019
Baltic dry index - 1123
Today, Friday, December 20 2019, the Baltic Dry Index decreased by 28 points, reaching 1123 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, December 20, 2019
Thai Beverage - Stock calls
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 | JP Morgan | Thai Beverage | 0.815 | 0.86 | Overweight | |
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 | |
02/18/19 | Nomura | Thai Beverage | 0.815 | 0.98 | 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 | JP Morgan | Thai Beverage | 0.84 | 0.88 | Overweight | |
06/06/19 | DBS Vickers | Thai Beverage | 0.84 | 0.91 | Buy | |
08/15/19 | DBS Vickers | Thai Beverage | 0.83 | 0.91 | Buy | |
08/15/19 | JP Morgan | Thai Beverage | 0.83 | 0.96 | Overweight | |
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 |
06/06/19 | 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 |
10/01/19 | DBS Vickers | Thai Beverage | 0.885 | 0.91 | Buy | |
10/03/19 | CIMB | Thai Beverage | 0.88 | 1 | Add | Sum of parts |
10/03/19 | UOB Kay Hian | Thai Beverage | 0.88 | 0.87 | Hold | Sum of parts, Buy @ $0.76 |
11/25/19 | UOB Kay Hian | Thai Beverage | 0.89 | 0.9 | Hold | Buy @ $0.78 |
11/25/19 | DMG & Partners | Thai Beverage | 0.89 | 0.95 | Neutral | Sum of parts |
11/25/19 | CIMB | Thai Beverage | 0.89 | 1.02 | Add | Sum of parts |
11/25/19 | DBS Vickers | Thai Beverage | 0.89 | 1.04 | Buy | Sum of parts |
11/26/19 | Phillip | Thai Beverage | 0.89 | 0.8 | Reduce | Sum of parts |
11/26/19 | OCBC | Thai Beverage | 0.89 | 0.91 | Hold | |
11/29/19 | Morgan Stanley | Thai Beverage | 0.865 | 1.08 | Overweight | |
11/29/19 | Nomura | Thai Beverage | 0.865 | 1.04 | Buy | |
11/29/19 | JP Morgan | Thai Beverage | 0.865 | 1 | Overweight | |
11/29/19 | Credit Suisse | Thai Beverage | 0.865 | 0.9 | Neutral | |
12/03/19 | UOB Kay Hian | Thai Beverage | 0.89 | 0.9 | Hold | Sum of parts, Buy @ $0.78 |
12/11/19 | DMG & Partners | Thai Beverage | 0.89 | 0.95 | Neutral |
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 |
10/15/19 | DMG & Partners | Talkmed | 0.515 | 0.62 | Buy | |
11/15/19 | DMG & Partners | Talkmed | 0.505 | 0.62 | Buy | DCF |
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 | |
10/02/19 | DMG & Partners | Suntec Reit | 1.91 | 2.08 | Buy | |
10/04/19 | DBS Vickers | Suntec Reit | 1.9 | 2.15 | Buy | |
10/24/19 | OCBC | Suntec Reit | 1.85 | 2.05 | Hold | |
10/25/19 | UOB Kay Hian | Suntec Reit | 1.89 | 1.99 | Hold | Buy @ $1.82 |
12/04/19 | DBS Vickers | Suntec Reit | 1.83 | 2.15 | Buy | |
12/10/19 | DMG & Partners | Suntec Reit | 1.84 | 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 | |
12/06/19 | Amfrasers | Sunpower | 0.55 | 0.91 | outperform | Sum of parts |
12/16/19 | DBS Vickers | Sunpower | 0.59 | 0.81 | Buy | DCF |
Cathy Pacific is reaping what it had sowed in the past.
https://www.scmp.com/news/hong-kong/transport/article/3042540/cathay-pacific-staff-leaving-new-round-employee-exits
Cathy Pacific has no choice but to streamline its human resources to cut costs now. Cathy Pacific encouraged its employees to protest against the HK government without thinking of its consequences. In the end, it is reaping what it has sowed as its employees are facing job securities now.
http://sg-stock.blogspot.com/2019/09/cathy-pacific-is-high-risk-airliner-fly.html
http://sg-stock.blogspot.com/2019/09/cathy-pacific-to-cut-capacity-because.html
I hope that Cathy Pacific will use this job cutting exercise to eradicate the 3,000 terrorists in its company for the sake of passengers' safety.
Cathy Pacific has no choice but to streamline its human resources to cut costs now. Cathy Pacific encouraged its employees to protest against the HK government without thinking of its consequences. In the end, it is reaping what it has sowed as its employees are facing job securities now.
http://sg-stock.blogspot.com/2019/09/cathy-pacific-is-high-risk-airliner-fly.html
http://sg-stock.blogspot.com/2019/09/cathy-pacific-to-cut-capacity-because.html
I hope that Cathy Pacific will use this job cutting exercise to eradicate the 3,000 terrorists in its company for the sake of passengers' safety.
The wall street analysts are starting to share my viewpoints now.
https://www.marketwatch.com/story/why-wall-street-sees-the-stock-market-on-the-verge-of-a-melt-up-2019-12-16?siteid=yhoof2&yptr=yahoo
I've stated in September 2019 that the US economy would be in a precarious situation after March 2020 (after Q1 2020). The wall street analysts are starting to share my viewpoints now.
http://sg-stock.blogspot.com/2019/09/ecb-cut-rates-and-restart-qe.html
Thus, the end of Q1 2020 will also be the end of the stock market euphoria and I've stated this much earlier than other analysts.
I've stated in September 2019 that the US economy would be in a precarious situation after March 2020 (after Q1 2020). The wall street analysts are starting to share my viewpoints now.
http://sg-stock.blogspot.com/2019/09/ecb-cut-rates-and-restart-qe.html
Thus, the end of Q1 2020 will also be the end of the stock market euphoria and I've stated this much earlier than other analysts.
Thursday, December 19, 2019
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 | |
11/08/19 | UOB Kay Hian | Sunningdale | 1.27 | 1.13 | Hold | PER12.3x FY20, Buy @ $1.05 |
12/13/19 | Lim & Tan | Sunningdale | 1.28 | 0 | Buy |
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 |
10/18/19 | DBS Vickers | Starhub | 1.28 | 1.55 | Hold | |
10/24/19 | DBS Vickers | Starhub | 1.32 | 1.3 | Hold | EV/Ebitda6x FY20 |
10/24/19 | CIMB | Starhub | 1.32 | 1.65 | Hold | |
10/24/19 | Kim Eng | Starhub | 1.32 | 2 | Buy | |
11/06/19 | CIMB | Starhub | 1.32 | 1.65 | Add | DCF |
11/06/19 | Kim Eng | Starhub | 1.32 | 2 | Buy | DCF |
11/06/19 | DMG & Partners | Starhub | 1.32 | 1.44 | Neutral | DCF |
11/06/19 | UOB Kay Hian | Starhub | 1.32 | 1.45 | Hold | EV/Ebitda5.4x, Buy @ $1.25 |
11/07/19 | Phillip | Starhub | 1.43 | 1.58 | Accumlate | EV/Ebitda6x |
11/07/19 | OCBC | Starhub | 1.43 | 1.32 | Hold | |
11/07/19 | DBS Vickers | Starhub | 1.43 | 1.43 | Buy | EV/Ebitda6x |
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 | |
10/07/19 | CIMB | Starhill | 0.74 | 0.75 | Hold | DDM |
12/10/19 | DMG & Partners | Starhill | 0.725 | 0.8 | Neutral |
Stock calls for 19 December 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
12/19/19 | DBS Vickers | A-Reit | 2.92 | 3.4 | Buy | |
12/19/19 | Kim Eng | ART | 1.35 | 1.4 | Hold | DDM |
12/19/19 | DBS Vickers | Ascendas India Trust | 1.53 | 1.65 | Buy | |
12/19/19 | DBS Vickers | Far East Hospitality | 0.72 | 0.8 | Buy | |
12/19/19 | DBS Vickers | Frasers Centrepoint Trust | 2.7 | 2.95 | Buy | |
12/19/19 | DMG & Partners | Keppel Corp | 6.75 | 7.8 | Buy | |
12/19/19 | DBS Vickers | Mapletree Industrial | 2.52 | 2.75 | Buy | |
12/19/19 | DBS Vickers | Mapletree Logistics | 1.67 | 1.9 | Buy | |
12/19/19 | Lim & Tan | Overseas Edu | 0.32 | 0 | Buy | |
12/19/19 | DMG & Partners | ST Engineering | 3.9 | 4.55 | Buy | |
12/19/19 | DMG & Partners | Wilmar | 4.08 | 4.75 | Buy |
Wednesday, December 18, 2019
Stamford Land - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
05/23/19 | Lim & Tan | Stamford Land | 0.49 | 0 | Hold |
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 |
08/15/19 | OCBC | ST Engineering | 4.22 | 4.64 | Buy | DCF |
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 | |
09/20/19 | Kim Eng | ST Engineering | 3.92 | 4.3 | Hold | |
10/01/19 | DBS Vickers | ST Engineering | 3.84 | 4.64 | Buy | |
10/02/19 | DMG & Partners | ST Engineering | 3.85 | 4.7 | Buy | Sum of parts |
10/08/19 | Kim Eng | ST Engineering | 3.91 | 4.5 | Buy | DCF |
10/09/19 | UOB Kay Hian | ST Engineering | 3.92 | 4.34 | Buy | |
10/14/19 | CIMB | ST Engineering | 4.02 | 4.36 | Add | |
11/11/19 | DMG & Partners | ST Engineering | 4.12 | 4.7 | Buy | Sum of parts |
11/12/19 | DBS Vickers | ST Engineering | 4 | 4.64 | Buy | |
11/12/19 | CIMB | ST Engineering | 4 | 4.47 | Add | |
11/12/19 | Kim Eng | ST Engineering | 4 | 4.5 | Buy | |
11/12/19 | OCBC | ST Engineering | 4 | 4.64 | Buy | |
11/12/19 | DMG & Partners | ST Engineering | 4 | 4.55 | Buy | Sum of parts |
11/12/19 | UOB Kay Hian | ST Engineering | 4 | 4.32 | 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 |
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 |
10/14/19 | OCBC | SPH Reit | 1.13 | 1.05 | Hold | |
10/15/19 | OCBC | SPH Reit | 1.15 | 1.1 | Hold | |
11/08/19 | DBS Vickers | SPH Reit | 1.14 | 1.25 | Buy | |
11/08/19 | CIMB | SPH Reit | 1.14 | 1.16 | Hold | DDM |
Stock calls for 18 December 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
12/18/19 | Lim & Tan | Capitaland | 3.67 | 0 | Hold | |
12/18/19 | DBS Vickers | Keppel DC Reit | 1.97 | 2.23 | Buy | DCF |
Tuesday, December 17, 2019
Economic fissures are starting to show up in Hong Kong now.
https://www.channelnewsasia.com/news/business/seven-hong-kong-airlines-planes-impounded-by-authority-12190534
HK airlines are struggling now.
https://www.chinadaily.com.cn/a/201911/18/WS5dd2a0efa310cf3e355782e4.html
HK unemployment rate is rising and looks set to increase further.
More bad economic statistics will show up soon.
HK airlines are struggling now.
https://www.chinadaily.com.cn/a/201911/18/WS5dd2a0efa310cf3e355782e4.html
HK unemployment rate is rising and looks set to increase further.
More bad economic statistics will show up soon.
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