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Monday, April 13, 2020

Bumitama - Stock calls

DateAnalystCompanyLastTargetCallValuation
04/08/19UOB Kay HianBumitama0.7250.81Buy
05/15/19UOB Kay HianBumitama0.690.81Buy
05/15/19DBS VickersBumitama0.690.8BuyDCF, PER18x FY19
05/17/19DMG & PartnersBumitama0.70.62Neutral
05/24/19UOB Kay HianBumitama0.690.81Hold
06/06/19DMG & PartnersBumitama0.6650.62Neutral
06/27/19UOB Kay HianBumitama0.6150.81Buy
07/02/19Kim EngBumitama0.631.01Buy
07/16/19DBS VickersBumitama0.6050.75BuyDCF
08/14/19DMG & PartnersBumitama0.60.54NeutralPER14x FY20
08/15/19DBS VickersBumitama0.590.69BuyDCF, PER18.5x FY19
08/28/19Kim EngBumitama0.5750.8Buy
09/30/19DMG & PartnersBumitama0.580.6NeutralPER16x FY20
11/12/19DMG & PartnersBumitama0.5950.69BuyPER16x FY20
11/13/19DBS VickersBumitama0.620.72BuyDCF
11/13/19Kim EngBumitama0.620.8BuyPER13x FY20
11/22/19UOB Kay HianBumitama0.70.75Buy
12/09/19DMG & PartnersBumitama0.730.8BuyPER18x FY20
12/10/19DBS VickersBumitama0.7250.81BuyDCF
01/20/20DMG & PartnersBumitama0.7410.95BuyPER16x FY20
02/18/20DMG & PartnersBumitama0.6850.85BuyPER18x FY20
02/19/20UOB Kay HianBumitama0.680.85Buy
02/19/20DBS VickersBumitama0.680.81BuyDCF
02/19/20Kim EngBumitama0.680.78Buy
03/24/20DMG & PartnersBumitama0.370.38NeutralSum of parts, PER12x FY20
04/13/20DBS VickersBumitama0.4050.81Buy

Stock calls for 13 April 2020

DateAnalystCompanyLastTargetCallValuation
04/13/20Lim & TanART0.8550Hold
04/13/20DBS VickersBumitama0.4050.81Buy
04/13/20CIMBCenturion0.3850.58Add
04/13/20phillipDBS19.1427.3Accumulate
04/13/20DBS VickersFirst Resources1.271.99Buy
04/13/20DMG & PartnersFu Yu0.2150.28BuyDCF
04/13/20DMG & PartnersIreit0.640.83BuyDDM
04/13/20UOB Kay HianKeppel Reit0.951.3Buy
04/13/20phillipOCBC8.9512.1Accumulate
04/13/20UOB Kay HianOxley0.2250.48BuyRNAV (30% discount)
04/13/20DMG & PartnersOxley0.2250.31BuyRNAV (55% discount)
04/13/20phillipUOB20.1727.8Accumulate
04/13/20DBS VickersWilmar3.434Buy

Genome sequencing is the scientific method to determine the origin of covid-19.

A Cambridge scientist had declared that covid-19 in Wuhan was the type B virus that evolved from type A.  No type A was found in Wuhan.  SG has type C virus which evolved from type B.

Where is type A found then?  If scientists around the world do genome sequencing, they would uncover the truth which can trace the type A virus back to the US.  China had already traced covid-19 H38 to the US.

http://sg-stock.blogspot.com/2020/03/japan-and-russia-alleged-that-covid-19.html

Friday, April 10, 2020

Baltic dry index - 596

Today, Tuesday, April 07 2020, the Baltic Dry Index decreased by 8 points, reaching 596 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 - 602

Related stock: Keppel Corp, Sembcorp Marine & Cosco.

The US economy will be in deep troubles if it continues to inject free monies.

https://sg.finance.yahoo.com/news/fed-unleashes-another-2-3-223809140.html

The US FED has unleashed a US$2.3T funding program for the pandemic.

Let's recap what the US FED has done.

1. Reduce interest rate to Zero.
2. Implement a US$2.2T pandemic relief program.
3. Implement a US$2T infrastructure bill.
4. Implement a US$2.3T funding program.

The US FED has introduced a total of US$6.5T package for the pandemic.  The total US debt is already about US$70T in 2020.  With the pandemic packages, the total US debt will increase to US$76.5T.

http://sg-stock.blogspot.com/2019/07/the-us-total-debt-is-at-us69t-now.html

Is the total US debt sustainable? No!

The day of reckoning will come one day and when it comes, it will hit the US severely.

The US knew that there would be major virus outbreak in China in November. How?

https://edition.cnn.com/2020/04/08/politics/us-intelligence-report-china-coronavirus/index.html

The US intelligence had warned that there would be a major virus outbreak in China in November 2019.

How did the US know about this when China was still ignorant about it.  The only plausible reason would be that the virus outbreak in China was started by the US which explained how the US knew about it.

Thursday, April 9, 2020

Breadtalk - Stock calls

DateAnalystCompanyLastTargetCallValuation
04/05/19DMG & PartnersBreadtalk0.870.81Neutral
05/07/19DBS VickersBreadtalk0.8350.92Hold
05/08/19DMG & PartnersBreadtalk0.8250.81NeutralSum of parts
07/02/19DMG & PartnersBreadtalk0.750.81Neutral
08/02/19DBS VickersBreadtalk0.7150.77HoldSum of parts
08/05/19DMG & PartnersBreadtalk0.690.71NeutralSum of parts
09/03/19DMG & PartnersBreadtalk0.6650.71Neutral
09/04/19DMG & PartnersBreadtalk0.650.67NeutralSum of parts, EV/Ebitda7.64x
09/06/19DBS VickersBreadtalk0.6450.61HoldSum of parts
12/11/19DMG & PartnersBreadtalk0.6250.67Neutral
02/25/20DBS VickersBreadtalk0.6450.49Accept offeroffer @ $0.77, Sum of parts
02/25/20Lim & TanBreadtalk0.6450Accept offeroffer @ $0.77
02/26/20DMG & PartnersBreadtalk0.6450.77Accept offeroffer @ $0.77

BRC Asia - Stock calls

DateAnalystCompanyLastTargetCallValuation
07/31/19UOB Kay HianBRC Asia1.371.75BuyPER11.5x FY20
08/08/19UOB Kay HianBRC Asia1.311.75BuyPER11.5x FY20
10/01/19UOB Kay HianBRC Asia1.341.75Buy
11/18/19CIMBBRC Asia1.471.9Add
11/18/19Lim & TanBRC Asia1.471.8BuyDCF
11/26/19UOB Kay HianBRC Asia1.491.75BuyPER11.5x FY20
01/09/20CIMBBRC Asia1.541.9Add
01/28/20Lim & TanBRC Asia1.690Buy on weakness
03/05/20Lim & TanBRC Asia1.660Buy on weakness
03/25/20UOB Kay HianBRC Asia1.091.65Buy
04/06/20Lim & TanBRC Asia1.040Hold

Boustead Projects - Stock calls

DateAnalystCompanyLastTargetCallValuation
01/16/20UOB Kay HianBoustead Projects0.9251.18BuyRNAV (40% discount)