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Monday, June 15, 2020

SPH - Stock calls

DateAnalystCompanyLastTargetCallValuation
04/03/19UOB Kay HianSPH2.432.82Buy
04/10/19Lim & TanSPH2.530Hold
04/10/19CIMBSPH2.532.64HoldSum of parts
04/18/19UOB Kay HianSPH2.462.86BuySum of parts
04/18/19OCBCSPH2.462.55Hold
05/13/19UOB Kay HianSPH2.392.86Buy
06/06/19UOB Kay HianSPH2.312.86BuySum of parts
07/15/19UOB Kay HianSPH2.492.33HoldSum of parts, Buy @ $2.10
07/16/19CIMBSPH2.322.22HoldSum of parts
07/16/19DBS VickersSPH2.322.22HoldSum of parts
09/10/19Lim & TanSPH1.990Hold
10/21/19UOB Kay HianSPH2.152.25HoldSum of parts, Buy @ $2
10/21/19DBS VickersSPH2.152.19HoldSum of parts
12/23/19Lim & TanSPH2.160Hold
01/06/20UOB Kay HianSPH2.152.3HoldSum of parts, Buy @ $2
01/14/20UOB Kay HianSPH2.182.22HoldSum of parts, Buy @ $2
01/14/20CIMBSPH2.182.11HoldSum of parts
01/14/20DBS VickersSPH2.182.12Hold
01/15/20Lim & TanSPH2.140Hold
01/15/20OCBCSPH2.142.28Hold
03/06/20UOB Kay HianSPH1.882.22Hold
03/09/20UOB Kay HianSPH1.892.25BuySum of parts
03/19/20Lim & TanSPH1.830Hold
03/26/20UOB Kay HianSPH1.742.04Buy
04/02/20UOB Kay HianSPH1.781.61HoldSum of parts, Buy @ $1.40
04/08/20CIMBSPH1.61.57HoldSum of parts
04/08/20Lim & TanSPH1.60Sell
04/08/20DBS VickersSPH1.61.56HoldSum of parts
04/09/20UOB Kay HianSPH1.531.39HoldSum of parts, Buy @ $1.20
04/28/20UOB Kay HianSPH1.491.5HoldBuy @ $1.3
05/21/20UOB Kay HianSPH1.51.52HoldSum of parts, Buy @ $1.30
05/21/20Lim & TanSPH1.50Hold
05/22/20DBS VickersSPH1.561.57Hold

Soilbuild Reit - Stock calls

DateAnalystCompanyLastTargetCallValuation
04/22/19OCBCSoilbuild Reit0.630.62Hold
04/22/19DBS VickersSoilbuild Reit0.630.63HoldDCF
05/31/19OCBCSoilbuild Reit0.60.62Hold
07/17/19AmfrasersSoilbuild Reit0.6150.609NeutralDDM
07/18/19Lim & TanSoilbuild Reit0.610Hold
07/19/19UOB Kay HianSoilbuild Reit0.6150.6Hold
07/19/19DBS VickersSoilbuild Reit0.6150.63HoldDCF
09/03/19OCBCSoilbuild Reit0.550.58Accept offer
10/18/19DBS VickersSoilbuild Reit0.5250.55HoldDCF
10/18/19OCBCSoilbuild Reit0.5250.52Hold
10/18/19AmfrasersSoilbuild Reit0.5250.58Neutral
01/24/20DBS VickersSoilbuild Reit0.520.55HoldDCF
01/28/20OCBCSoilbuild Reit0.5150.52Hold
02/04/20AmfrasersSoilbuild Reit0.50.55Neutral
03/02/20DBS VickersSoilbuild Reit0.4950.55Hold
04/20/20DBS VickersSoilbuild Reit0.390.5BuyDCF
04/21/20OCBCSoilbuild Reit0.40.38Hold
05/27/20AmfrasersSoilbuild Reit0.380.48Neutral

Stock calls for 15 June 2020

DateAnalystCompanyLastTargetCallValuation
06/15/20DMG & PartnersAPAC Realty0.3950.5BuyDCF
06/15/20DBS VickersKoufu0.6550.75BuyPER17x FY20/21
06/15/20CIMBKoufu0.6550.86Buy
06/15/20DBS VickersMapletree Logistics1.892.05Buy
06/15/20DBS VickersYangzijiang0.981.4BuySum of parts

Saturday, June 13, 2020

Baltic dry index - 923

Today, Friday, June 12 2020, the Baltic Dry Index climbed by 84 points, reaching 923 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 - 969


Related stock: Keppel Corp, Sembcorp Marine & Cosco.

Friday, June 12, 2020

Singtel - Stock calls

DateAnalystCompanyLastTargetCallValuation
04/01/19Kim EngSingtel3.023.39Hold
04/09/19DBS VickersSingtel3.063.55BuySum of parts
04/09/19CitibankSingtel3.063.48Buy
05/09/19DBS VickersSingtel3.113.55BuySum of parts
05/16/19DMG & PartnersSingtel3.133.35NeutralSum of parts
05/16/19OCBCSingtel3.133.59Buy
05/16/19CIMBSingtel3.133.4AddSum of parts
05/16/19UOB Kay HianSingtel3.133.58Buy
05/16/19Kim EngSingtel3.133.37HoldSum of parts
05/16/19CitibankSingtel3.133.62Buy
05/17/19PhillipSingtel3.143.31AccumulateSum of parts, EV/Ebitda7x FY20
06/03/19PhillipSingtel3.23.66BuyEV/Ebitda7x FY20
06/06/19DMG & PartnersSingtel3.213.35Neutral
06/06/19DBS VickersSingtel3.213.55Buy
06/13/19UOB Kay HianSingtel3.323.58BuyDCF
06/13/19Kim EngSingtel3.323.48HoldSum of parts
06/14/19CIMBSingtel3.353.5AddSum of parts
06/14/19CitibankSingtel3.353.95Buy
07/08/19DBS VickersSingtel3.563.6HoldSum of parts
07/15/19PhillipSingtel3.543.66AccumulateSum of parts
07/23/19DMG & PartnersSingtel3.523.4NeutralSum of parts
07/23/19CitibankSingtel3.523.97Buy
08/07/19DBS VickersSingtel3.523.4HoldSum of parts
08/08/19Kim EngSingtel3.293.44HoldSum of parts
08/13/19PhillipSingtel3.263.45AccumulateSum of parts
08/13/19DMG & PartnersSingtel3.263.4NeutralSum of parts
08/13/19CIMBSingtel3.263.6AddSum of parts
08/13/19UOB Kay HianSingtel3.263.32HoldDCF, Buy @ $3
08/13/19DBS VickersSingtel3.263.25HoldEV/Ebitda6.3x
08/14/19OCBCSingtel3.183.61Buy
09/27/19UOB Kay HianSingtel3.133.32HoldDCF, Buy @ $3
10/10/19Kim EngSingtel3.143.44HoldSum of parts
10/10/19DBS VickersSingtel3.143.12HoldEV/Ebitda6x
10/11/19PhillipSingtel3.153.45Accumulate
10/18/19CIMBSingtel3.163.6Add
11/11/19UOB Kay HianSingtel3.353.32HoldDCF, Buy @ $3
11/15/19Lim & TanSingtel3.30Hold
11/18/19PhillipSingtel3.183.31AccumulateSum of parts
11/18/19DMG & PartnersSingtel3.183.5NeutralSum of parts
11/18/19CIMBSingtel3.183.6AddSum of parts
11/18/19DBS VickersSingtel3.183.12Hold
11/18/19OCBCSingtel3.183.53Buy
11/22/19DBS VickersSingtel3.263.6BuySum of parts
12/03/19Kim EngSingtel3.463.72HoldSum of parts
12/05/19CIMBSingtel3.43.7AddSum of parts
12/09/19UOB Kay HianSingtel3.433.32HoldDCF, Buy @ $3
12/16/19PhillipSingtel3.393.53AccumulateSum of parts
01/03/20DBS VickersSingtel3.43.6Buy
01/14/20DMG & PartnersSingtel3.273.5Neutral
01/15/20UOB Kay HianSingtel3.253.32HoldDCF, Buy @ $3
01/15/20DBS VickersSingtel3.253.8BuySum of parts
02/10/20DBS VickersSingtel3.323.8Buy
02/10/20UOB Kay HianSingtel3.323.32HoldDCF
02/14/20DMG & PartnersSingtel3.283.45NeutralSum of parts
02/14/20UOB Kay HianSingtel3.283.2HoldBuy @ $3
02/14/20DBS VickersSingtel3.283.63Buy
02/14/20Lim & TanSingtel3.280Hold
02/17/20PhillipSingtel3.223.18NeutralSum of parts
02/19/20MacquarieSingtel3.173.77outperform
02/19/20OCBCSingtel3.173.61Buy
03/05/20MacquarieSingtel2.973.77outperform
03/05/20DBS VickersSingtel2.973.52BuySum of parts
03/26/20DBS VickersSingtel2.62.8BuySum of parts
03/30/20DBS VickersSingtel2.572.85Buy
04/01/20CIMBSingtel2.543.4AddSum of parts
04/03/20UOB Kay HianSingtel2.623BuyDCF
04/20/20DBS VickersSingtel2.763.02BuySum of parts
04/24/20DMG & PartnersSingtel2.753.3BuySum of parts
05/18/20CIMBSingtel2.663.4AddSum of parts
05/22/20DBS VickersSingtel2.683.22BuySum of parts
05/29/20DBS VickersSingtel2.513.09Buy
05/29/20UOB Kay HianSingtel2.512.8BuyDCF
05/29/20DMG & PartnersSingtel2.513.4BuySum of parts
05/29/20Lim & TanSingtel2.512.45Hold
05/29/20OCBCSingtel2.513.24Buy
06/01/20PhillipSingtel2.492.44NeutralSum of parts

Singapore Post - Stock calls

DateAnalystCompanyLastTargetCallValuation
04/04/19OCBCSingapore Post0.9951Hold
04/08/19CIMBSingapore Post1.031.2AddDCF, PER18.2x FY21
05/08/19OCBCSingapore Post1.011Hold
05/08/19CIMBSingapore Post1.011.17AddDCF
05/08/19DBS VickersSingapore Post1.010.96HoldDCF
05/09/19UOB Kay HianSingapore Post0.991.06HoldBuy @ $0.95
07/02/19UOB Kay HianSingapore Post0.9651.04HoldSum of parts, Buy @ $0.88
08/05/19UOB Kay HianSingapore Post0.9651.04HoldSum of parts
08/05/19DBS VickersSingapore Post0.9650.96Hold
08/05/19Lim & TanSingapore Post0.9650Hold
08/07/19OCBCSingapore Post0.9451Hold
09/19/19OCBCSingapore Post0.931Hold
09/20/19UOB Kay HianSingapore Post0.921.04HoldSum of parts, Buy @ $0.90
09/20/19DBS VickersSingapore Post0.920.96Hold
10/31/19DBS VickersSingapore Post0.960.96Hold
11/04/19CIMBSingapore Post0.9651.13AddDCF
11/05/19UOB Kay HianSingapore Post0.9551.04HoldSum of parts, Buy @ $0.88
11/05/19DBS VickersSingapore Post0.9550.96HoldDCF
11/05/19OCBCSingapore Post0.9551.02Hold
02/10/20UOB Kay HianSingapore Post0.890.99HoldSum of parts
02/10/20DBS VickersSingapore Post0.890.85HoldPER17x FY21
02/10/20OCBCSingapore Post0.890.96Hold
05/11/20DBS VickersSingapore Post0.740.64Fully ValuedPER17x FY21

Singapore Medical - Stock calls

DateAnalystCompanyLastTargetCallValuation
05/10/19UOB Kay HianSingapore Medical0.4450.62BuyPER23x FY19
05/10/19DMG & PartnersSingapore Medical0.4450.48NeutralDCF
06/06/19DMG & PartnersSingapore Medical0.3850.48NeutralDCF
06/07/19DMG & PartnersSingapore Medical0.380.48BuyDCF
08/08/19DMG & PartnersSingapore Medical0.370.48BuyDCF
10/15/19DMG & PartnersSingapore Medical0.3050.48Buy
11/13/19DMG & PartnersSingapore Medical0.3250.36NeutralDCF, PER13.4x
02/25/20DMG & PartnersSingapore Medical0.320.35NeutralPER11.3x FY20
05/26/20DMG & PartnersSingapore Medical0.230.25NeutralPER9.8x FY21

Stock calls for 12 June 2020

DateAnalystCompanyLastTargetCallValuation
06/12/20UOB Kay HianARA Hospitality0.4250.69BuyDDM
06/12/20UOB Kay HianARA Logistics0.540.69Buy
06/12/20DMG & PartnersChina Aviation Oil1.141.25BuyPB0.9x, PER3.5x FY21 (ex-cash)
06/12/20CIMBRiverstone2.253.12AddPER22.7x CY21
06/12/20Kim EngTop Glove5.567.13BuyRinggit target $21.9, PER23x CY21
06/12/20UOB Kay HianTop Glove5.567.13BuyRinggit target $21.90

US will keep its easing monetary policy until 2022.

The US Fed had put its interest rates on hold until 2022 and won't delve into the negative territory as proclaimed in its previous statement.

 http://sg-stock.blogspot.com/2020/05/what-will-us-fed-do-after-rejecting.html

This will be a recipe for a bigger financial crisis in the future because debts will keep ballooning.

Thursday, June 11, 2020

Silverlake - Stock calls

DateAnalystCompanyLastTargetCallValuation
05/07/19DMG & PartnersSilverlake0.610.65BuyDCF
05/16/19DBS VickersSilverlake0.520.63BuyPER21x FY19
05/16/19CIMBSilverlake0.520.58Add
06/06/19DMG & PartnersSilverlake0.530.65BuyDCF
08/01/19DMG & PartnersSilverlake0.520.65BuyDCF
08/26/19CIMBSilverlake0.510.53Hold
08/26/19DBS VickersSilverlake0.510.6BuyPER21x FY20
09/05/19DMG & PartnersSilverlake0.4550.56BuyDCF
10/08/19DMG & PartnersSilverlake0.440.56Buy
11/15/19DBS VickersSilverlake0.440.57BuyPER21x FY20
11/18/19DMG & PartnersSilverlake0.430.46NeutralDCF
12/10/19DMG & PartnersSilverlake0.410.46Neutral
02/14/20DBS VickersSilverlake0.370.48BuyPER21x FY20
02/14/20DMG & PartnersSilverlake0.370.41NeutralDCF
04/28/20DMG & PartnersSilverlake0.240.26NeutralDCF
05/18/20DBS VickersSilverlake0.2450.38BuyPER20x
05/20/20DMG & PartnersSilverlake0.2450.24NeutralDCF

SIIC - Stock calls

DateAnalystCompanyLastTargetCallValuation
08/13/19DBS VickersSIIC0.2350.265Hold

SIA Engineering - Stock calls

DateAnalystCompanyLastTargetCallValuation
04/15/19Kim EngSIA Engineering2.492.85Buy
05/14/19Kim EngSIA Engineering2.432.85BuyDCF
05/14/19OCBCSIA Engineering2.432.43Hold
05/14/19UOB Kay HianSIA Engineering2.432.55HoldBuy @ $2.30
05/14/19DBS VickersSIA Engineering2.432.6HoldSum of parts
05/14/19CIMBSIA Engineering2.433.11Add
07/02/19Kim EngSIA Engineering2.512.85Buy
07/05/19DBS VickersSIA Engineering2.723.01Buy
07/08/19CIMBSIA Engineering2.893.11AddDCF
07/29/19UOB Kay HianSIA Engineering2.652.55HoldDCF, Buy @ $2.40
07/29/19OCBCSIA Engineering2.652.43Hold
07/30/19Kim EngSIA Engineering2.682.85Hold
09/02/19Kim EngSIA Engineering2.432.85BuyDCF
11/04/19Lim & TanSIA Engineering2.650Hold
11/05/19UOB Kay HianSIA Engineering2.773.13Buy
11/05/19DBS VickersSIA Engineering2.773.3BuySum of parts
11/05/19OCBCSIA Engineering2.772.86Hold
11/05/19CIMBSIA Engineering2.773.3AddDCF
11/26/19Kim EngSIA Engineering2.853Buy
12/27/19CIMBSIA Engineering2.823.3Add
02/04/20UOB Kay HianSIA Engineering2.583.13BuyDDM
02/10/20Lim & TanSIA Engineering2.610Hold
02/11/20OCBCSIA Engineering2.592.41Sell
03/20/20DBS VickersSIA Engineering1.561.35Fully ValuedSum of parts
05/12/20UOB Kay HianSIA Engineering1.821.57SellDDM
06/08/20DBS VickersSIA Engineering2.222.3HoldSum of parts (15% premium)