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Monday, March 30, 2020

Stock calls for 30 March 2020.

DateAnalystCompanyLastTargetCallValuation
03/30/20DMG & PartnersAvi-Tech0.3250.5Buy
03/30/20DMG & PartnersCapitaland2.954.2Buy
03/30/20DBS VickersCenturion0.3950.41HoldDCF
03/30/20DMG & PartnersCSE Global0.360.73Buy
03/30/20Kim EngHi-P0.830.78HoldRoe-g/Coe-g, PB1x FY20
03/30/20DBS VickersOUE Commercial0.3350.6Buy
03/30/20UOB Kay HianSIA6.085.8HoldSum of parts, Buy @ $5.2
03/30/20DBS VickersSingtel2.572.85Buy
03/30/20DMG & PartnersSuntec Reit1.332.08Buy
03/30/20Kim EngUMS0.6350.96BuyPB2x FY20
03/30/20Kim EngValuetronics0.5050.82BuyPB1.5x FY21
03/30/20Kim EngVenture13.9613.9HoldPB1.5x FY20
03/30/20DMG & PartnersVenture13.9619.3Buy
03/30/20UOB Kay HianWilmar3.224Buy

Japan is announcing more reliable covid-19 statistics after olympics postponement.

https://sg.news.yahoo.com/tokyos-infection-spike-olympic-delay-013509490.html

We had stated previously that Japan was fudging its covid-19 statistics.

http://sg-stock.blogspot.com/2020/02/omg-japan-is-fudging-its-covid-19.html

We had also stated previously that Japan would report truer covid-19 statistics after the cancellation of the Olympics.  Japan is doing exactly what we've predicted.

The 2021 Olympics may still be cancelled next year because there are some international competitions next year that will clash with the 2021 Olympics.

The US is trying to keep the US death toll below 100k.

https://www.cnbc.com/2020/03/29/president-trump-extends-national-social-distancing-guidelines-through-april-30.html


The US death toll is just 2500 now as we speak and Trump is trying to keep it under 100k.  This just goes to show that Trump is expecting the death toll to hit the high of double digits.  The US still has a long way to go and has not reached its peak yet.

The US stock markets have not factored in such a high death toll yet.

Sunday, March 29, 2020

Saturday, March 28, 2020

Baltic dry index - 556

Today, Friday, March 27 2020, the Baltic Dry Index decreased by 13 points, reaching 556 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.

US rig count - 728

Related stock: Keppe Corp, Sembcorp Marine & Cosco.

The US repo market has no bids. Hahaha!

https://sg.finance.yahoo.com/news/feds-term-repo-operation-receives-154356407.html

Nobody wants to borrow overnight money. Hahaha!

The financial market in the US had no serious liquidity problem in the first place but the US government chose to inject more than US$1T into the repo market.  We had stated this below previously.

http://sg-stock.blogspot.com/2020/03/no-us-monetary-and-fiscal-policy-can.html

People won't borrow cheap or free money to fund their businesses when there are no customers.

What's the FED going to do when people don't want to borrow cheap or free money?  I can tell you that the US FED has no idea how to deal with this predicament.


Friday, March 27, 2020

Valuetronics - Stock calls

DateAnalystCompanyLastTargetCallValuation
01/04/19UOB Kay HianValuetronics0.660.87Buy
01/07/19DMG & PartnersValuetronics0.6750.82Buy
01/08/19Kim EngValuetronics0.690.9BuyPB1.9x FY19
02/14/19Kim EngValuetronics0.741.05BuyROE-g/COE-g, PB2.1x FY20
02/14/19DMG & PartnersValuetronics0.740.78NeutralDCF
02/14/19CIMBValuetronics0.740.73HoldPER8.5x CY19
02/15/19UOB Kay HianValuetronics0.710.87Buy
03/19/19DMG & PartnersValuetronics0.690.78Neutral
03/21/19Kim EngValuetronics0.6851.05BuyPB2.1x FY20
04/09/19Kim EngValuetronics0.71.05Buy
05/27/19DMG & PartnersValuetronics0.610.67NeutralDCF
05/31/19DMG & PartnersValuetronics0.6250.61NeutralDCF
05/31/19UOB Kay HianValuetronics0.6250.8Buy
06/03/19CIMBValuetronics0.6050.63HoldPER8x CY20
06/11/19Kim EngValuetronics0.640.99BuyPB2x FY20
08/16/19Kim EngValuetronics0.620.94BuyROE-g/COE-g, PB1.9x FY20
08/16/19DMG & PartnersValuetronics0.620.61NeutralDCF
08/16/19UOB Kay HianValuetronics0.620.8Buy
10/08/19DMG & PartnersValuetronics0.6150.61Neutral
10/11/19UOB Kay HianValuetronics0.6150.8BuyPER11x FY20
11/14/19DMG & PartnersValuetronics0.7250.81BuyDCF
11/14/19Kim EngValuetronics0.7250.98BuyPB2x FY20
11/14/19UOB Kay HianValuetronics0.7250.91BuyPER12x
12/10/19DMG & PartnersValuetronics0.7850.81Buy
12/10/19CIMBValuetronics0.7850.72Hold
02/18/20DMG & PartnersValuetronics0.7350.76NeutralDCF
02/21/20UOB Kay HianValuetronics0.710.85Buy
03/11/20CIMBValuetronics0.6050.62Hold

UOL - Stock calls

DateAnalystCompanyLastTargetCallValuation
01/03/19OCBCUOL6.078.41Buy
01/04/19Lim & TanUOL60Buy
01/17/19DBS VickersUOL6.657.15Hold
02/12/19Lim & TanUOL6.570Buy
02/27/19CIMBUOL6.778.45AddRNAV
02/27/19OCBCUOL6.778.45BuyRNAV
02/27/19Lim & TanUOL6.770Buy
02/28/19DBS VickersUOL6.757.15HoldRNAV (40% discount)
03/18/19OCBCUOL6.458.45BuyRNAV
03/28/19CIMBUOL6.788.45Add
04/02/19OCBCUOL7.118.45BuyRNAV
04/16/19DBS VickersUOL7.368.53BuyRNAV (35% discount)
05/13/19Lim & TanUOL7.260Buy
05/13/19CIMBUOL7.268.45AddRNAV (30% discount)
05/13/19OCBCUOL7.268.5Buy
05/14/19DBS VickersUOL7.088.53BuyRNAV (35% discount)
06/07/19CIMBUOL6.88.45Add
07/15/19OCBCUOL7.618.5Buy
08/13/19OCBCUOL7.28.5Buy
08/13/19DBS VickersUOL7.28.53BuyPB0.8x
08/13/19Lim & TanUOL7.20Buy on weakness
09/10/19DBS VickersUOL7.478.53BuyRNAV (35% discount)
11/13/19OCBCUOL7.919.25Buy
11/13/19Lim & TanUOL7.910Buy on weakness
12/03/19Lim & TanUOL7.790Buy
01/02/20DBS VickersUOL8.329.5BuyRNAV (28% discount), PB0.8x
02/19/20MacquarieUOL8.1210.1Outperform
03/02/20OCBCUOL7.379.6BuyRNAV (30% discount)
03/02/20DBS VickersUOL7.379.5BuyRNAV (28% discount)
03/02/20Lim & TanUOL7.370Buy on weakness
03/05/20MacquarieUOL7.410.1Outperform