Date | Analyst | Company | Last | Target | Call | Valuation |
04/17/20 | UOB Kay Hian | DBS | 19.38 | 22.1 | Buy | |
04/17/20 | DBS Vickers | Mapletree Industrial | 2.41 | 2.7 | Buy | |
04/17/20 | DMG & Partners | ST Engineering | 3.44 | 4.65 | Buy | Sum of parts |
Friday, April 17, 2020
Stock calls for 17 April 2020
Singapore's Nodx surged to 17.6% in March 2020.
Year on year changes (YOY):
March 2020: 17.6%
February 2020: 3% (Revised to 3.1%)
January 2020: - 3.3%
December 2019: 2.4%
November 2019: - 5.9%
October 2019: - 12.3%
September 2019: -8.1%
August 2019: - 8.9%
July 2019: -11.2%
June 2019: -17.3%
May 2019: -15.9%
April 2019: -10%
March 2019: -11.7%
February 2019: 4.9%
January 2019: -10.1%
December 2018: -8.5%
November 2018: -2.6%
October 2018: 8.3%
September 2018: 8.3%
August 2018: 5%
July 2018: 11.8% (Corrected)
June 2018: 1.1%
May 2018: 15.5%
April 2018: 11.8%
March 2018: -2.7%
February 2018: -5.9%
January 2018: 13%
December 2017: 3.1%
November 2017: 9.1%
October 2017: 20.9%
September 2017: -1.1%
August 2017: 16.7%
July 2017: 8.5%
June 2017: 8.2%
May 2017: -1.2%
Apr 2017: -0.7%
Mar 2017: 16.5%
Feb 2017: 21.1%
Jan 2017: 8.6%
May 2017: -1.2%
Apr 2017: -0.7%
Mar 2017: 16.5%
Feb 2017: 21.1%
Jan 2017: 8.6%
Thursday, April 16, 2020
It is time to sue the US in the United Nations for economic losses and unnecessary deaths caused by covid-19.
I urge all the nations' universities to conduct scientific researches on the origin of the covid-19 so that all the countries can use the worldwide scientific evidence to sue the US in the United Nations for economic losses and unnecessary deaths caused by covid-19.
China had presented the scientific evidence a long time ago on the origin of covid-19. Covid-19 H38 was the ancestral haplotype which was traced back to the US.
http://sg-stock.blogspot.com/2020/02/japan-and-russia-alleged-that-covid-19.html
The Cambridge university also traced the A-type virus back to the US in the latest scientific research.
http://sg-stock.blogspot.com/2020/04/cambrigde-university-got-caught-for.html
We must make the US pay this time and stop it from fabricating the origin of the Wuhan virus.
China had presented the scientific evidence a long time ago on the origin of covid-19. Covid-19 H38 was the ancestral haplotype which was traced back to the US.
http://sg-stock.blogspot.com/2020/02/japan-and-russia-alleged-that-covid-19.html
The Cambridge university also traced the A-type virus back to the US in the latest scientific research.
http://sg-stock.blogspot.com/2020/04/cambrigde-university-got-caught-for.html
We must make the US pay this time and stop it from fabricating the origin of the Wuhan virus.
Cambridge university got caught for editing its research about the origin of covid-19.
https://www.cam.ac.uk/research/news/covid-19-genetic-network-analysis-provides-snapshot-of-pandemic-origins
Original:
"mutated versions of 'A' were seen in Americans reported to have lived in Wuhan, and a large number of A-type viruses were found in patients from the US and Australia."
Edition:
"Versions of ‘A’ were seen in Chinese individuals, and Americans reported to have lived in Wuhan, and mutated versions of ‘A’ were found in patients from the USA and Australia."
Cambridge scientists had provided the proof through genetic sequencing that covid-19 originated in the US but later changed its sentence. This must be due to the US exerting tremendous pressure on the UK government to alter the Cambridge University research paper.
The original version stated that a large number of original A-type viruses were found in the US and Australia. This sentence meant that the virus first started in the US and Australia before the virus went to China.
Original:
"mutated versions of 'A' were seen in Americans reported to have lived in Wuhan, and a large number of A-type viruses were found in patients from the US and Australia."
Edition:
"Versions of ‘A’ were seen in Chinese individuals, and Americans reported to have lived in Wuhan, and mutated versions of ‘A’ were found in patients from the USA and Australia."
Cambridge scientists had provided the proof through genetic sequencing that covid-19 originated in the US but later changed its sentence. This must be due to the US exerting tremendous pressure on the UK government to alter the Cambridge University research paper.
The original version stated that a large number of original A-type viruses were found in the US and Australia. This sentence meant that the virus first started in the US and Australia before the virus went to China.
China Sunsine - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
05/03/19 | phillip | China Sunsine | 1.17 | 1.43 | Buy | FCFE |
08/08/19 | phillip | China Sunsine | 1.08 | 1.43 | Buy | FCFE |
10/04/19 | CIMB | China Sunsine | 1.1 | 1.1 | Hold | |
10/10/19 | Amfrasers | China Sunsine | 1.12 | 1.4 | Outperform | DCF |
11/12/19 | Amfrasers | China Sunsine | 1.03 | 1.2 | Outperform | DCF |
12/02/19 | Amfrasers | China Sunsine | 1.03 | 1.2 | Outperform | DCF |
04/06/20 | CIMB | China Sunsine | 0.28 | 0.38 | Add | After stock split (1 into 2) |
China Everbright - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
05/21/19 | phillip | China Everbright | 0.385 | 0.5 | Buy | PER9x |
08/16/19 | phillip | China Everbright | 0.315 | 0.5 | Buy | PER9x |
China Aviation Oil - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
04/02/19 | CIMB | China Aviation Oil | 1.38 | 1.7 | Add | PER11x FY20 |
04/26/19 | DMG & Partners | China Aviation Oil | 1.43 | 1.6 | Buy | |
04/29/19 | UOB Kay Hian | China Aviation Oil | 1.39 | 1.25 | Hold | PER8.4x FY19, Buy @ $1.1 |
05/02/19 | phillip | China Aviation Oil | 1.37 | 1.67 | Buy | PER11.5x FY20 |
05/03/19 | DMG & Partners | China Aviation Oil | 1.36 | 1.6 | Buy | Sum of parts, PER5.8x FY19, ex-cash |
06/11/19 | DMG & Partners | China Aviation Oil | 1.31 | 1.6 | Buy | |
07/10/19 | DMG & Partners | China Aviation Oil | 1.3 | 1.6 | Buy | |
08/08/19 | DMG & Partners | China Aviation Oil | 1.23 | 1.6 | Buy | |
08/13/19 | phillip | China Aviation Oil | 1.18 | 1.52 | Buy | PER10.5x FY20 |
08/13/19 | DMG & Partners | China Aviation Oil | 1.18 | 1.5 | Buy | Sum of parts |
08/13/19 | DBS Vickers | China Aviation Oil | 1.18 | 1.85 | Buy | |
09/02/19 | DMG & Partners | China Aviation Oil | 1.15 | 1.5 | Buy | Sum of parts |
11/04/19 | DMG & Partners | China Aviation Oil | 1.23 | 1.55 | Buy | Sum of parts |
01/21/20 | DMG & Partners | China Aviation Oil | 1.28 | 1.55 | Buy | |
02/27/20 | CIMB | China Aviation Oil | 1.16 | 1.25 | Hold | PER8.5x FY21 |
02/28/20 | DBS Vickers | China Aviation Oil | 1.16 | 1.65 | Buy | PER10x FY20 |
03/12/20 | DMG & Partners | China Aviation Oil | 0.965 | 1.3 | Buy | Sum of parts |
Stock calls for 16 April 2020
Date | Analyst | Company | Last | Target | Call | Valuation |
04/16/20 | UOB Kay Hian | ARA Hospitality | 0.445 | 0.7 | Buy | DDM |
04/16/20 | CIMB | Japfa | 0.51 | 0.95 | Add | |
04/16/20 | UOB Kay Hian | Japfa | 0.51 | 0.9 | Buy | Sum of parts |
04/16/20 | DBS Vickers | Japfa | 0.51 | 0.84 | Buy | |
04/16/20 | DMG & Partners | Thai Beverage | 0.675 | 0.79 | Buy | Sum of parts |
US retail sales, NY Manufacturing and unemployment claims are deteriorating!
https://finance.yahoo.com/news/the-economy-is-literally-in-freefall-economist-march-2020-retail-sales-coronavirus-covid-161034344.html
US retail sales dropped by 8.7%.
US NY Manufacturing index dropped to -78.2 in April 2020.
US unemployment claims hit about 17m.
The gloomy US economic growth had been predicted by our analysis of the ISM PMI.
http://sg-stock.blogspot.com/2020/04/the-us-ism-pmi-for-march-2020-is.html
If you wanna know the relationship between PMI and GDP, please read our post below.
http://sg-stock.blogspot.com/2019/04/the-us-economy-has-flipped-and-fissures.html
US retail sales dropped by 8.7%.
US NY Manufacturing index dropped to -78.2 in April 2020.
US unemployment claims hit about 17m.
The gloomy US economic growth had been predicted by our analysis of the ISM PMI.
http://sg-stock.blogspot.com/2020/04/the-us-ism-pmi-for-march-2020-is.html
If you wanna know the relationship between PMI and GDP, please read our post below.
http://sg-stock.blogspot.com/2019/04/the-us-economy-has-flipped-and-fissures.html
IMF: The world GDP will contract by 3% in 2020.
https://www.imf.org/en/Publications/WEO/Issues/2020/04/14/weo-april-2020
The US GDP will contract by 5.9% in 2020, the Euro area will contract by 7.5% in 2020 and Japan will contract by 5.2%.
The stock markets have not fully factored in all these economic contractions as the investors have been too optimistic.
There is not much the US, EU, and Japan can do because they've used up their monetary ammunition as their interest rates are at zero or in negative territory already. Negative interest rates will hurt the financial industry badly.
https://finance.yahoo.com/news/imf-warns-japan-against-deepening-000000940.html
http://sg-stock.blogspot.com/2019/08/a-new-world-unchartered-territory.html
The US GDP will contract by 5.9% in 2020, the Euro area will contract by 7.5% in 2020 and Japan will contract by 5.2%.
The stock markets have not fully factored in all these economic contractions as the investors have been too optimistic.
There is not much the US, EU, and Japan can do because they've used up their monetary ammunition as their interest rates are at zero or in negative territory already. Negative interest rates will hurt the financial industry badly.
https://finance.yahoo.com/news/imf-warns-japan-against-deepening-000000940.html
http://sg-stock.blogspot.com/2019/08/a-new-world-unchartered-territory.html
Wednesday, April 15, 2020
Centurion - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
05/15/19 | DMG & Partners | Centurion | 0.405 | 0.41 | Neutral | DCF |
08/15/19 | DMG & Partners | Centurion | 0.41 | 0.43 | Neutral | DCF |
10/07/19 | DMG & Partners | Centurion | 0.4 | 0.43 | Neutral | DCF |
10/25/19 | DBS Vickers | Centurion | 0.41 | 0.52 | Buy | DCF |
11/14/19 | DMG & Partners | Centurion | 0.42 | 0.43 | Neutral | DCF |
11/14/19 | DBS Vickers | Centurion | 0.42 | 0.52 | Buy | DCF |
12/17/19 | DMG & Partners | Centurion | 0.435 | 0.47 | Neutral | DCF |
01/08/20 | CIMB | Centurion | 0.44 | 0.61 | Add | DCF |
03/02/20 | DMG & Partners | Centurion | 0.445 | 0.49 | Neutral | DCF |
03/02/20 | DBS Vickers | Centurion | 0.445 | 0.53 | Buy | DCF |
03/18/20 | CIMB | Centurion | 0.39 | 0.58 | Add | DCF |
03/30/20 | DBS Vickers | Centurion | 0.395 | 0.41 | Hold | DCF |
04/13/20 | CIMB | Centurion | 0.385 | 0.58 | Add |
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