Date | Analyst | Company | Last | Target | Call | Valuation |
07/01/19 | Kim Eng | DBS | 25.96 | 29.46 | Buy | |
07/01/19 | UOB Kay Hian | DBS | 25.96 | 30.5 | Buy | GGM, PB1.59x FY19 |
07/02/19 | OCBC | DBS | 26.6 | 29.2 | Buy | GGM, PB1.4x, PER14.7x |
07/03/19 | phillip | DBS | 26.5 | 29 | Accumulate | |
07/08/19 | DMG & Partners | DBS | 25.63 | 30.8 | Buy | PB1.5x FY20 |
07/12/19 | DMG & Partners | DBS | 25.61 | 30.3 | Buy | PB1.47x FY20 |
07/29/19 | Lim & Tan | DBS | 26.88 | 0 | Buy | |
07/30/19 | DMG & Partners | DBS | 26.54 | 28.3 | Hold | GGM, PB1.37x FY20 |
07/30/19 | CIMB | DBS | 26.54 | 27.59 | Hold | GGM |
07/30/19 | Kim Eng | DBS | 26.54 | 28.05 | Hold | DDM |
07/30/19 | OCBC | DBS | 26.54 | 28 | Hold | |
07/30/19 | phillip | DBS | 26.54 | 30.9 | Accumulate | |
07/30/19 | UOB Kay Hian | DBS | 26.54 | 31.3 | Buy | |
07/31/19 | Macquarie | DBS | 26.49 | 25.8 | Neutral | PB |
07/31/19 | phillip | DBS | 26.49 | 27.6 | Accumulate | GGM, PB1.4x |
08/23/19 | DMG & Partners | DBS | 24.59 | 28.3 | Neutral | |
08/29/19 | Macquarie | DBS | 24.02 | 25.8 | Neutral | PB |
09/05/19 | phillip | DBS | 24.54 | 27.6 | Accumulate | |
09/06/19 | DMG & Partners | DBS | 24.63 | 25.3 | Neutral | GGM, PB1.23x FY20 |
09/26/19 | Kim Eng | DBS | 24.73 | 28.05 | Hold | |
09/26/19 | Jefferies | DBS | 24.73 | 31 | Buy | |
09/27/19 | CIMB | DBS | 24.82 | 27.59 | Hold | |
10/01/19 | UOB Kay Hian | DBS | 25 | 31.3 | Buy | |
10/04/19 | phillip | DBS | 24.57 | 27.6 | Accumulate | |
10/29/19 | UOB Kay Hian | DBS | 25.18 | 29.75 | Buy | |
11/05/19 | phillip | DBS | 26.13 | 27.6 | Accumulate | |
11/11/19 | DMG & Partners | DBS | 26.61 | 25.3 | Neutral | GGM, PB1.23x FY20 |
11/11/19 | Lim & Tan | DBS | 26.61 | 0 | Buy on weakness | |
11/12/19 | Macquarie | DBS | 26.64 | 25.8 | Neutral | PB |
11/12/19 | phillip | DBS | 26.64 | 27.3 | Accumulate | GGM, PB1.4x |
11/12/19 | DMG & Partners | DBS | 26.64 | 25.8 | Neutral | GGM, PB1.28x FY20 |
11/12/19 | Kim Eng | DBS | 26.64 | 29.92 | Buy | DDM |
11/12/19 | UOB Kay Hian | DBS | 26.64 | 30 | Buy | |
12/02/19 | CIMB | DBS | 25.25 | 28.29 | Hold | |
12/02/19 | Kim Eng | DBS | 25.25 | 29.92 | Buy | |
12/03/19 | DMG & Partners | DBS | 25.13 | 25.8 | Neutral | |
12/04/19 | phillip | DBS | 24.98 | 27.3 | Accumulate | |
01/03/20 | UOB Kay Hian | DBS | 26.11 | 30 | Buy | |
01/08/20 | CIMB | DBS | 26.05 | 28.29 | Add | |
01/08/20 | Kim Eng | DBS | 26.05 | 29.92 | Buy | |
01/14/20 | DMG & Partners | DBS | 26.1 | 25.8 | Neutral | GGM, PB1.28x FY20 |
02/07/20 | UOB Kay Hian | DBS | 25.7 | 28.65 | Buy | |
02/13/20 | Lim & Tan | DBS | 25.42 | 0 | Buy | |
02/14/20 | CIMB | DBS | 25.42 | 27.09 | Add | GGM |
02/14/20 | UOB Kay Hian | DBS | 25.42 | 28 | Buy | GGM, PB1.39x FY20 |
02/14/20 | DMG & Partners | DBS | 25.42 | 24.8 | Neutral | GGM, PB1.25x FY20 |
02/14/20 | Kim Eng | DBS | 25.42 | 28.6 | Buy | |
02/14/20 | Jefferies | DBS | 25.42 | 28.5 | Buy | |
02/18/20 | phillip | DBS | 25.48 | 27.3 | Accumulate | |
02/18/20 | Citibank | DBS | 25.48 | 26.8 | Hold | |
03/04/20 | Citibank | DBS | 23.66 | 24.4 | Hold | |
03/05/20 | CIMB | DBS | 23.91 | 24.33 | Hold | |
03/05/20 | OCBC | DBS | 23.91 | 25.5 | Hold | GGM, PB1.3x |
03/09/20 | Citibank | DBS | 23 | 17.5 | Sell | |
03/10/20 | phillip | DBS | 21.15 | 27.3 | Accumulate | |
03/10/20 | Jefferies | DBS | 21.15 | 27 | Buy | |
03/13/20 | DMG & Partners | DBS | 20.2 | 21.5 | Neutral | GGM, PB1.09x FY20 |
03/19/20 | Macquarie | DBS | 17.9 | 20.25 | Neutral | |
03/19/20 | Jefferies | DBS | 17.9 | 20 | Buy | |
04/01/20 | Jefferies | DBS | 18.57 | 20 | Buy | |
04/01/20 | Citibank | DBS | 18.57 | 17.5 | Sell | |
04/08/20 | Kim Eng | DBS | 19.11 | 21.99 | Buy | |
04/13/20 | phillip | DBS | 19.14 | 27.3 | Accumulate | |
04/17/20 | UOB Kay Hian | DBS | 19.38 | 22.1 | Buy | |
04/24/20 | Macquarie | DBS | 18.74 | 18.25 | Neutral | |
04/30/20 | Lim & Tan | DBS | 19.2 | 0 | Buy | |
05/01/20 | DMG & Partners | DBS | 19.2 | 18.7 | Neutral | GGM, PB0.96x FY20 |
05/04/20 | phillip | DBS | 19.96 | 20.59 | Accumulate | GGM, PB1.09x |
05/04/20 | UOB Kay Hian | DBS | 19.96 | 22.3 | Buy | |
05/11/20 | Kim Eng | DBS | 19.7 | 22.1 | Buy | |
05/11/20 | Citibank | DBS | 19.7 | 19.65 | Hold | |
06/08/20 | phillip | DBS | 22.28 | 20.6 | Neutral | |
06/08/20 | Citibank | DBS | 22.28 | 25.5 | Buy | |
06/10/20 | Lim & Tan | DBS | 22.95 | 0 | Hold | |
06/11/20 | Macquarie | DBS | 23.01 | 26 | outperform | PB |
06/18/20 | DMG & Partners | DBS | 21.57 | 18.7 | Neutral | |
06/24/20 | Kim Eng | DBS | 21.13 | 22.1 | Buy | |
07/01/20 | CIMB | DBS | 20.85 | 18.8 | Hold | |
07/03/20 | phillip | DBS | 21.28 | 20.6 | Neutral | |
07/06/20 | UOB Kay Hian | DBS | 21.57 | 26.22 | Buy | |
07/14/20 | Macquarie | DBS | 21.54 | 26 | outperform | PB |
Friday, July 17, 2020
DBS Bank - Stock calls
Dasin Retail - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
07/22/19 | phillip | Dasin Retail | 0.875 | 0.94 | Accumulate | |
08/16/19 | phillip | Dasin Retail | 0.87 | 0.94 | Accumulate | DDM, PB0.65x |
09/24/19 | phillip | Dasin Retail | 0.845 | 0.94 | Accumulate | |
10/18/19 | phillip | Dasin Retail | 0.845 | 0.94 | Accumulate | |
11/25/19 | phillip | Dasin Retail | 0.84 | 0.94 | Accumulate | |
11/27/19 | phillip | Dasin Retail | 0.84 | 0.88 | Accumulate | DDM, PB0.62x FY19 |
03/10/20 | phillip | Dasin Retail | 0.805 | 0.88 | Accumulate | DDM |
05/27/20 | phillip | Dasin Retail | 0.83 | 0.91 | Accumulate | DDM |
Stock calls for 17 July 2020
Date | Analyst | Company | Last | Target | Call | Valuation |
07/17/20 | DMG & Partners | CSE Global | 0.46 | 0.54 | Buy | PER12x FY20 |
07/17/20 | CIMB | ESR-Reit | 0.39 | 0.492 | Add | DDM |
07/17/20 | Lim & Tan | ESR-Reit | 0.39 | 0 | Accept Offer | |
07/17/20 | CLSA | ESR-Reit | 0.39 | 0.47 | Buy | |
07/17/20 | Soochow | ESR-Reit | 0.39 | 0.47 | Buy | |
07/17/20 | Morningstar | ESR-Reit | 0.39 | 0.42 | Stable | |
07/17/20 | Daiwa | ESR-Reit | 0.39 | 0.42 | Hold | |
07/17/20 | UOB Kay Hian | Frasers Hospitality Trust | 0.47 | 0.58 | Buy | DDM |
07/17/20 | DBS Vickers | Sabana | 0.36 | 0.4 | Buy | PB0.94x ESR-Reit |
07/17/20 | Amfrasers | Yanlord | 1.34 | 1.45 | Outperform | RNAV |
Singapore Nodx surged 16.1% in June 2020
Year on year changes (YOY):
June 2020: 16.1%
May 2020: -4.6%
April 2020: 9.7%
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%
The US debt market is going to implode! - Part 3
https://finance.yahoo.com/news/father-z-score-predicts-surge-110210239.html
The NY professor has corroborated our May warning about the debt implosion in the US. The debt implosion will cause a big financial explosion. This is the financial tsunami we've just warned about recently.
http://sg-stock.blogspot.com/2020/07/another-constellation-is-aligning-and_15.html
http://sg-stock.blogspot.com/2020/05/the-us-debt-market-is-going-to-implode.html
Like I said many times before, when we tell you something, you better sit up and listen.
The NY professor has corroborated our May warning about the debt implosion in the US. The debt implosion will cause a big financial explosion. This is the financial tsunami we've just warned about recently.
http://sg-stock.blogspot.com/2020/07/another-constellation-is-aligning-and_15.html
http://sg-stock.blogspot.com/2020/05/the-us-debt-market-is-going-to-implode.html
Like I said many times before, when we tell you something, you better sit up and listen.
Thursday, July 16, 2020
Dairy Farm - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
07/02/19 | DMG & Partners | Dairy Farm | 7.29 | 8.25 | Neutral | |
08/02/19 | DBS Vickers | Dairy Farm | 7.38 | 7.99 | Hold | Sum of parts |
08/05/19 | DMG & Partners | Dairy Farm | 7.6 | 7.38 | Neutral | DCF |
08/13/19 | CIMB | Dairy Farm | 6.98 | 7.29 | Hold | PER23x CY20 |
09/23/19 | DMG & Partners | Dairy Farm | 6.65 | 6.63 | Neutral | DCF |
11/29/19 | CIMB | Dairy Farm | 5.93 | 5.4 | Reduce | PER22x CY20 |
12/11/19 | DMG & Partners | Dairy Farm | 5.9 | 6.63 | Neutral | |
03/06/20 | DMG & Partners | Dairy Farm | 4.75 | 5.05 | Hold | DCF |
03/06/20 | DBS Vickers | Dairy Farm | 4.75 | 5.2 | Buy | Sum of parts |
03/06/20 | CIMB | Dairy Farm | 4.75 | 4.38 | Reduce | PER17x FY20 |
03/25/20 | DBS Vickers | Dairy Farm | 3.96 | 4.7 | Buy | Sum of parts |
03/27/20 | HSBC | Dairy Farm | 4.31 | 5.05 | Hold | |
04/06/20 | DBS Vickers | Dairy Farm | 4.31 | 4.7 | Buy | |
04/09/20 | DMG & Partners | Dairy Farm | 4.89 | 4.95 | Neutral | DCF |
04/15/20 | DBS Vickers | Dairy Farm | 4.83 | 5.59 | Buy | |
04/29/20 | DBS Vickers | Dairy Farm | 4.75 | 5.1 | Buy | Sum of parts |
05/28/20 | Macquarie | Dairy Farm | 4.26 | 5.8 | Outperform | |
06/08/20 | DMG & Partners | Dairy Farm | 4.75 | 4.95 | Neutral | |
06/10/20 | CIMB | Dairy Farm | 5 | 5.45 | Hold | PER20x CY21 |
07/03/20 | DBS Vickers | Dairy Farm | 4.66 | 5.1 | Buy |
CSE Global - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
08/15/19 | Lim & Tan | CSE Global | 0.435 | 0 | Buy | |
08/16/19 | DMG & Partners | CSE Global | 0.44 | 0.61 | Buy | DCF |
08/16/19 | UOB Kay Hian | CSE Global | 0.44 | 0.62 | Buy | |
08/29/19 | CIMB | CSE Global | 0.425 | 0.6 | Add | PER13.5x FY20 |
09/03/19 | Lim & Tan | CSE Global | 0.44 | 0 | Buy | |
09/04/19 | UOB Kay Hian | CSE Global | 0.455 | 0.65 | Buy | PER15x FY19 |
09/04/19 | DMG & Partners | CSE Global | 0.455 | 0.69 | Buy | DCF, PER11.9x FY20 |
09/06/19 | DBS Vickers | CSE Global | 0.47 | 0.65 | Buy | PER12x FY20 |
09/09/19 | CIMB | CSE Global | 0.465 | 0.68 | Add | |
09/10/19 | Amfrasers | CSE Global | 0.46 | 0.64 | Outperform | Sum of parts, PER12x, PB2x |
10/02/19 | DMG & Partners | CSE Global | 0.46 | 0.69 | Buy | |
10/11/19 | UOB Kay Hian | CSE Global | 0.465 | 0.65 | Buy | |
10/31/19 | CIMB | CSE Global | 0.525 | 0.68 | Buy | |
11/01/19 | DMG & Partners | CSE Global | 0.525 | 0.69 | Buy | DCF |
11/07/19 | Lim & Tan | CSE Global | 0.54 | 0 | Buy | |
11/08/19 | UOB Kay Hian | CSE Global | 0.53 | 0.7 | Buy | |
11/08/19 | Amfrasers | CSE Global | 0.53 | 0.61 | Outperform | Sum of parts |
11/08/19 | DBS Vickers | CSE Global | 0.53 | 0.69 | Buy | PER12x FY20 |
11/25/19 | CIMB | CSE Global | 0.54 | 0.73 | Add | |
12/02/19 | Amfrasers | CSE Global | 0.525 | 0.61 | Outperform | Sum of parts |
12/09/19 | Lim & Tan | CSE Global | 0.525 | 0 | Buy | |
12/10/19 | DMG & Partners | CSE Global | 0.535 | 0.69 | buy | |
12/27/19 | CIMB | CSE Global | 0.545 | 0.73 | Add | |
01/08/20 | UOB Kay Hian | CSE Global | 0.56 | 0.7 | Buy | |
01/08/20 | DMG & Partners | CSE Global | 0.56 | 0.69 | Buy | |
02/05/20 | Lim & Tan | CSE Global | 0.51 | 0.68 | Buy | |
02/11/20 | DMG & Partners | CSE Global | 0.53 | 0.69 | Buy | DCF |
02/28/20 | DMG & Partners | CSE Global | 0.545 | 0.73 | Buy | DCF |
02/28/20 | UOB Kay Hian | CSE Global | 0.545 | 0.72 | Buy | |
02/28/20 | CIMB | CSE Global | 0.545 | 0.77 | Add | PER13.5x FY21 |
03/02/20 | DBS Vickers | CSE Global | 0.52 | 0.7 | Buy | PER12x FY20 |
03/12/20 | DBS Vickers | CSE Global | 0.465 | 0.65 | Buy | PER12x FY20 |
03/26/20 | CIMB | CSE Global | 0.35 | 0.45 | Add | |
03/30/20 | DMG & Partners | CSE Global | 0.36 | 0.73 | Buy | |
04/07/20 | DMG & Partners | CSE Global | 0.35 | 0.73 | Buy | |
04/08/20 | DMG & Partners | CSE Global | 0.38 | 0.54 | Buy | PER12x FY20 |
05/06/20 | DBS Vickers | CSE Global | 0.395 | 0.54 | Buy | PER10.6x |
06/03/20 | UOB Kay Hian | CSE Global | 0.475 | 0.65 | Buy | PER12.1x FY21 |
06/04/20 | DMG & Partners | CSE Global | 0.49 | 0.54 | Buy | PER12x FY20 |
06/04/20 | Lim & Tan | CSE Global | 0.49 | 0 | Buy | |
06/04/20 | CIMB | CSE Global | 0.49 | 0.55 | Add |
Cromwell Reit (EUR) - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
04/09/20 | DBS Vickers | Cromwell Reit (EUR) | 0.36 | 0.59 | Buy |
Stock calls for 16 July 2020
Date | Analyst | Company | Last | Target | Call | Valuation |
07/16/20 | Kim Eng | A-Reit | 3.34 | 3.35 | Buy | |
07/16/20 | Kim Eng | Mapletree Commercial | 1.94 | 2.15 | Buy | |
07/16/20 | DMG & Partners | Sembcorp Marine | 0.455 | 0.55 | Buy | PB0.82x |
07/16/20 | UOB Kay Hian | Sembcorp Marine | 0.455 | 0.49 | Hold | Buy @ $0.40 |
07/16/20 | Lim & Tan | Sembcorp Marine | 0.455 | 0 | Avoid | |
07/16/20 | Lim & Tan | SIA | 3.77 | 0 | Sell | |
07/16/20 | DBS Vickers | SPH | 1.25 | 1.26 | Hold | Sum of parts |
China Q2 GDP growth was 3.2%! How real was it?
https://www.scmp.com/economy/china-economy/article/3093371/china-gdp-economy-avoids-recession-second-quarter-growth-32
China expanded 3.2% in Q2 2020 which showed great economic resiliency.
We had earlier projected in Feb 2020 that China Q2 would be worse than Q1 and we were wrong because we belittled the communist's power in boosting its economic growth and containing the virus outbreak. Therefore, we are providing an update now since there was no update after Feb 2020.
http://sg-stock.blogspot.com/2020/02/china-can-stabilize-its-stock-markets_21.html
http://sg-stock.blogspot.com/2020/02/china-can-stabilize-its-stock-markets_17.html
After our postings in Feb 2020, China had managed to contain the COVID outbreak and boost its economic growth with stimulative policies. This is the advantage of a communist country because it can channel and divert all the resources to develop its country without any reservation.
How real is China GDP growth? Is the GDP growth of 3.2% a fudged number?
Well, the GDP number doesn't necessarily reflect economic reality as shown below.
http://sg-stock.blogspot.com/2019/11/the-latest-us-gdp-growth-is-not.html
Therefore, we will analyze other economic variables to ascertain the veracity of the GDP growth.
China PMI
China PMIs had been in an expansionary mode from April to June 2020. How is PMI related to GDP? Please see our posting below.
http://sg-stock.blogspot.com/2019/04/the-us-economy-has-flipped-and-fissures.html
China retail sales
China retail sales had been rebounding from its doldrum of -20.5 in Jan to -1.8 in June 2020.
China Import
China Export
In conclusion, the other economic variables (PMI, retail sales, import & export) had improved in Q2 which indicated that the Q2 GDP growth in China was real.
China expanded 3.2% in Q2 2020 which showed great economic resiliency.
We had earlier projected in Feb 2020 that China Q2 would be worse than Q1 and we were wrong because we belittled the communist's power in boosting its economic growth and containing the virus outbreak. Therefore, we are providing an update now since there was no update after Feb 2020.
http://sg-stock.blogspot.com/2020/02/china-can-stabilize-its-stock-markets_21.html
http://sg-stock.blogspot.com/2020/02/china-can-stabilize-its-stock-markets_17.html
After our postings in Feb 2020, China had managed to contain the COVID outbreak and boost its economic growth with stimulative policies. This is the advantage of a communist country because it can channel and divert all the resources to develop its country without any reservation.
How real is China GDP growth? Is the GDP growth of 3.2% a fudged number?
Well, the GDP number doesn't necessarily reflect economic reality as shown below.
http://sg-stock.blogspot.com/2019/11/the-latest-us-gdp-growth-is-not.html
Therefore, we will analyze other economic variables to ascertain the veracity of the GDP growth.
China PMI
China PMIs had been in an expansionary mode from April to June 2020. How is PMI related to GDP? Please see our posting below.
http://sg-stock.blogspot.com/2019/04/the-us-economy-has-flipped-and-fissures.html
China retail sales
China retail sales had been rebounding from its doldrum of -20.5 in Jan to -1.8 in June 2020.
China Import
China Export
In conclusion, the other economic variables (PMI, retail sales, import & export) had improved in Q2 which indicated that the Q2 GDP growth in China was real.
Wednesday, July 15, 2020
Comfortdelgro - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
07/10/19 | Kim Eng | Comfortdelgro | 2.84 | 2.76 | Hold | DCF |
07/10/19 | UOB Kay Hian | Comfortdelgro | 2.84 | 3.08 | Buy | PER19.5x FY20 |
07/11/19 | Amfrasers | Comfortdelgro | 2.82 | 2.77 | Neutral | PER19x FY19 |
07/15/19 | phillip | Comfortdelgro | 2.81 | 2.99 | Accumulate | DCF |
07/22/19 | DMG & Partners | Comfortdelgro | 2.8 | 2.65 | Neutral | DCF |
08/14/19 | CIMB | Comfortdelgro | 2.62 | 2.78 | Add | DCF |
08/14/19 | DMG & Partners | Comfortdelgro | 2.62 | 2.55 | Neutral | DCF |
08/14/19 | OCBC | Comfortdelgro | 2.62 | 2.91 | Hold | |
08/14/19 | phillip | Comfortdelgro | 2.62 | 2.99 | Accumulate | DCF, PER18.6x FY19 |
08/14/19 | UOB Kay Hian | Comfortdelgro | 2.62 | 2.95 | Buy | |
08/14/19 | DBS Vickers | Comfortdelgro | 2.62 | 2.59 | Hold | |
08/15/19 | Amfrasers | Comfortdelgro | 2.51 | 2.77 | Neutral | PER19x FY19 |
08/15/19 | CIMB | Comfortdelgro | 2.51 | 2.78 | Add | |
09/04/19 | DBS Vickers | Comfortdelgro | 2.46 | 2.59 | Hold | |
09/19/19 | DMG & Partners | Comfortdelgro | 2.45 | 2.55 | Neutral | DCF |
10/02/19 | Kim Eng | Comfortdelgro | 2.41 | 2.76 | Buy | DCF |
10/09/19 | UOB Kay Hian | Comfortdelgro | 2.42 | 2.95 | Buy | |
10/09/19 | DBS Vickers | Comfortdelgro | 2.42 | 2.59 | Hold | |
11/14/19 | Kim Eng | Comfortdelgro | 2.38 | 2.7 | Buy | DCF |
11/14/19 | DMG & Partners | Comfortdelgro | 2.38 | 2.38 | Neutral | DCF |
11/14/19 | UOB Kay Hian | Comfortdelgro | 2.38 | 2.27 | Hold | Buy @ $2 |
11/14/19 | DBS Vickers | Comfortdelgro | 2.38 | 2.48 | Hold | Sum of parts, PER17.8x FY20 |
11/14/19 | CIMB | Comfortdelgro | 2.38 | 2.28 | Hold | DCF |
11/20/19 | Amfrasers | Comfortdelgro | 2.36 | 2.61 | Outperform | PER19x FY20 |
11/21/19 | phillip | Comfortdelgro | 2.35 | 2.56 | Accumulate | DCF, PER18.6x FY19 |
12/02/19 | Amfrasers | Comfortdelgro | 2.35 | 2.61 | Outperform | PER19x FY20 |
12/06/19 | DMG & Partners | Comfortdelgro | 2.4 | 2.38 | Neutral | DCF |
02/04/20 | DMG & Partners | Comfortdelgro | 2.13 | 2.38 | Neutral | DCF |
02/06/20 | DBS Vickers | Comfortdelgro | 2.14 | 2.45 | Buy | DCF, PER18.1x FY20 |
02/06/20 | CIMB | Comfortdelgro | 2.14 | 2.09 | Hold | |
02/17/20 | DMG & Partners | Comfortdelgro | 2.18 | 2.25 | Neutral | DCF, PER18x FY20 |
02/17/20 | UOB Kay Hian | Comfortdelgro | 2.18 | 2.15 | Hold | Buy @ $1.95 |
02/17/20 | DBS Vickers | Comfortdelgro | 2.18 | 2.26 | Hold | DCF & PER17.7x FY20 |
02/17/20 | CIMB | Comfortdelgro | 2.18 | 2.08 | Hold | Buy @ $1.88 |
02/19/20 | phillip | Comfortdelgro | 2.09 | 2.2 | Accumulate | DCF |
02/24/20 | Amfrasers | Comfortdelgro | 2.02 | 2.28 | Outperform | PER17.5x FY20 |
03/10/20 | Amfrasers | Comfortdelgro | 1.81 | 2.28 | Outperform | PER17.5x FY20 |
03/31/20 | DBS Vickers | Comfortdelgro | 1.48 | 1.55 | Hold | PER15x FY20 |
03/31/20 | CIMB | Comfortdelgro | 1.48 | 1.55 | Hold | |
04/02/20 | DMG & Partners | Comfortdelgro | 1.47 | 1.54 | Neutral | DCF |
04/27/20 | OCBC | Comfortdelgro | 1.43 | 1.75 | Buy | |
05/18/20 | Kim Eng | Comfortdelgro | 1.46 | 1.99 | Buy | DCF |
05/20/20 | UOB Kay Hian | Comfortdelgro | 1.56 | 1.82 | Buy | PER16.7x FY21 |
05/26/20 | phillip | Comfortdelgro | 1.54 | 1.5 | Neutral | DCF |
05/26/20 | DMG & Partners | Comfortdelgro | 1.54 | 1.45 | Neutral | DCF |
05/26/20 | DBS Vickers | Comfortdelgro | 1.54 | 1.5 | Hold | PER15x FY20/21 |
05/26/20 | Lim & Tan | Comfortdelgro | 1.54 | 0 | Hold | |
05/26/20 | Kim Eng | Comfortdelgro | 1.54 | 1.98 | Buy | DCF |
05/26/20 | CIMB | Comfortdelgro | 1.54 | 1.5 | Hold | |
06/01/20 | DBS Vickers | Comfortdelgro | 1.44 | 1.68 | Buy | PER16.8x FY20/21 |
06/02/20 | DMG & Partners | Comfortdelgro | 1.43 | 1.65 | Buy | DCF, PER15.5x FY21 |
06/29/20 | Kim Eng | Comfortdelgro | 1.52 | 1.98 | Buy | DCF |
06/29/20 | Lim & Tan | Comfortdelgro | 1.52 | 0 | Hold | |
07/01/20 | CIMB | Comfortdelgro | 1.45 | 1.46 | Hold | PER13.1x FY21 |
07/02/20 | DMG & Partners | Comfortdelgro | 1.48 | 1.65 | Buy | DCF, PER16x FY21 |
07/03/20 | DBS Vickers | Comfortdelgro | 1.47 | 1.68 | Buy |
CNMC - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
08/19/19 | phillip | CNMC | 0.3 | 0.33 | Accumulate | DCF |
Clearbridge - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
09/06/19 | phillip | Clearbridge | 0.142 | 0.26 | Buy | DCF |
02/06/20 | Tayrona | Clearbridge | 0.139 | 0.41 | Overweight | |
03/10/20 | phillip | Clearbridge | 0.116 | 0.26 | Buy | DCF |
Stock calls for 15 July 2020
Date | Analyst | Company | Last | Target | Call | Valuation |
07/15/20 | CIMB | Boustead | 0.705 | 1 | Add | |
07/15/20 | CIMB | Boustead Projects | 0.79 | 0.88 | Add | |
07/15/20 | OCBC | City Developments | 8.27 | 10.74 | Buy | |
07/15/20 | DMG & Partners | Delfi | 0.74 | 0.74 | Neutral | DCF |
07/15/20 | DBS Vickers | Riverstone | 3.1 | 3.9 | Buy | PER24x FY20 |
07/15/20 | UOB Kay Hian | SPH | 1.25 | 1.41 | Hold | Sum of parts, Buy @ $1.20 |
07/15/20 | CIMB | SPH | 1.25 | 1.35 | Hold | |
07/15/20 | OCBC | SPH | 1.25 | 1.35 | Hold | PER15x |
Another constellation is aligning and a big financial crisis is brewing this time. - Part 2
http://sg-stock.blogspot.com/2020/07/another-constellation-is-aligning-and.html
The financial tsunami that I'm projecting is based on the following highlights.
Rising US-China tension (trade, economic, financial, sanction, etc)
Excessive monetary policies
Imploding debts
Covid virus
Natural disasters (floodings in China & Japan now, and the US typhoon season)
The financial tsunami that I'm projecting is based on the following highlights.
Another constellation is aligning and a big financial crisis is brewing this time.
We saw a recession constellation aligning last year and it happened exactly as we projected.
http://sg-stock.blogspot.com/2020/03/weve-correctly-predicted-end-of-good-us.html
We see another constellation aligning now but this time will be a big financial crisis due to excessive monetary policies by the central bankers worldwide. This deceptive market rally will burst ultimately and many retail investors will be burnt this time particularly in the US and China. The stock markets have completely decoupled from economic reality.
Are we going to be right again? I will let time be the judge and the truth will reveal itself. Don't worry, you don't need to wait for years for this to happen.
Just remember our motto: We are not always right but we are also seldom wrong.
http://sg-stock.blogspot.com/2020/03/weve-correctly-predicted-end-of-good-us.html
We see another constellation aligning now but this time will be a big financial crisis due to excessive monetary policies by the central bankers worldwide. This deceptive market rally will burst ultimately and many retail investors will be burnt this time particularly in the US and China. The stock markets have completely decoupled from economic reality.
Are we going to be right again? I will let time be the judge and the truth will reveal itself. Don't worry, you don't need to wait for years for this to happen.
Just remember our motto: We are not always right but we are also seldom wrong.
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