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Wednesday, September 9, 2020

SPH - Stock calls

DateAnalystCompanyLastTargetCallValuation
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
06/24/20UOB Kay HianSPH1.361.52HoldBuy @ $1.30
06/25/20CIMBSPH1.331.57Hold
07/15/20UOB Kay HianSPH1.251.41HoldSum of parts, Buy @ $1.20
07/15/20CIMBSPH1.251.35Hold
07/15/20OCBCSPH1.251.35HoldPER15x
07/16/20DBS VickersSPH1.251.26HoldSum of parts
08/19/20Lim & TanSPH1.110Hold
08/24/20UOB Kay HianSPH1.081.22HoldSum of parts, Buy @ $1
08/31/20DBS VickersSPH1.091.26Hold

Stock calls for 9 September 2020

DateAnalystCompanyLastTargetCallValuation
09/09/20CIMBHi-P1.181.23HoldPB1.52x FY20
09/09/20phillipSembcorp Industries1.912.72BuyPB0.7x FY21 + 4.911 SCM shares
09/09/20Lim & TanSheng Siong1.650Buy
09/09/20UOB Kay HianYangzijiang0.931.17Buy

Tuesday, September 8, 2020

The devious US is trying to poison all Asians now! - Part 2

http://sg-stock.blogspot.com/2020/09/the-devious-us-is-trying-to-poison-all.html

I was asked to provide more information about Ractopamine.  Here it goes.

https://sg.news.yahoo.com/banned-160-nations-why-ractopamine-u-pork-op-182622611.html

The codex standard was set up based on research with just 6 samples size and 1 person dropped out half-way because his heart was acting abnormally after consuming ractopamine.

The pigs which consumed ractopamine displayed aggressive behaviour and attacked other pigs, and some pigs couldn't even walk properly.

Basically, ractopamine will cause abnormal heartbeats such as irregular beating and fast pounding.  Furthermore, long-term consumption will cause infertility too.  If you want to remail sterile, this might be a good option for you.  Heehee!

Therefore, please don't be alarmed when our youngsters drop dead in the future while doing strenuous exercises such as running.

The codex standard is 10ppb or 0.01ppm (established by 26 countries but more than 160 banned it).

https://australianpork.com.au/industry-news/singapore-new-limits-on-ractopamine-residues/

Previously, there was no MRL set for ractopamine in pigs in SG.  However, our government had set an MRL for the liver after April 2020.

If you want to know which countries allow ractopamine in ASEAN, just look at the CPTPP members.  All CPTPP members including SG must allow ractopamine in their countries because this is a prerequisite of CPTPP.

https://www.mfat.govt.nz/en/trade/free-trade-agreements/free-trade-agreements-in-force/cptpp/cptpp-overview/

The US inflation is coming!

 https://container-news.com/china-usec-rates-break-through-us4000-barrier/

China/USEC rates will be approaching US$5000 FEU and the incremental freight rates will be reflected in the inflation rate in the future because transportation costs will affect many goods.

Moreover, the average freight rate index has been rising steadily despite the economic contraction caused by the COVID outbreak in 2020.

This index is a harbinger of future trend and it means that there is an impending inventory growth which I've indicated earlier in my previous post below.


"However, the production had improved to 63.3 which might indicate that the inventory reduction phase would end soon. Overall, the PMI had risen to 56 which was a good indication of positive economic growth in the US."

Soilbuild Reit - Stock calls

DateAnalystCompanyLastTargetCallValuation
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
07/09/20DBS VickersSoilbuild Reit0.410.5Buy
09/02/20DBS VickersSoilbuild Reit0.4550.5BuyDCF

Singtel - Stock calls

 

DateAnalystCompanyLastTargetCallValuation
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
06/25/20DBS VickersSingtel2.533.09Buy
07/02/20Lim & TanSingtel2.470Buy
07/03/20DBS VickersSingtel2.513.09Buy
07/13/20OCBCSingtel2.513.24Buy
07/28/20UOB Kay HianSingtel2.52.8BuyDCF
08/04/20DBS VickersSingtel2.453.04BuySum of parts
08/12/20CIMBSingtel2.363.4Add
08/18/20DMG & PartnersSingtel2.43.2BuySum of parts
08/18/20DBS VickersSingtel2.42.85BuySum of parts
08/19/20PhillipSingtel2.352.44NeutralSum of parts
08/19/20CIMBSingtel2.353.1AddSum of parts
08/19/20OCBCSingtel2.353.08Buy
09/07/20DBS VickersSingtel2.272.69Buy
09/08/20Lim & TanSingtel2.240Buy

Singapore Post - Stock calls

DateAnalystCompanyLastTargetCallValuation
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
06/19/20UOB Kay HianSingapore Post0.7750.8HoldSum of parts, Buy @ $0.7
07/29/20DBS VickersSingapore Post0.740.64Fully ValuedDCF, PER17x FY21
08/12/20DBS VickersSingapore Post0.70.64Fully ValuedDCF, PER17x FY21
08/13/20UOB Kay HianSingapore Post0.710.76HoldBuy @ $0.66

Stock calls for 8 September 2020

DateAnalystCompanyLastTargetCallValuation
09/08/20DBS VickersIfast Corp2.262.6Buy
09/08/20UOB Kay HianMapletree Commercial1.992.35Buy
09/08/20DBS VickersSATS2.983.15HoldDCF, PER25x FY22
09/08/20UOB Kay HianSembcorp Industries1.922.2Buy
09/08/20Lim & TanSingtel2.240Buy
09/08/20CIMBUG Healthcare2.454.8Add

Monday, September 7, 2020

Singapore o&g - Stock calls

DateAnalystCompanyLastTargetCallValuation
07/03/20AmfrasersSingapore o&g0.260.4NeutralPER16x
08/19/20AmfrasersSingapore o&g0.2450.25NeutralPER16x

Singapore Medical - Stock calls

DateAnalystCompanyLastTargetCallValuation
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
07/08/20AmfrasersSingapore Medical0.240.34outperformPER11x FY21
08/11/20AmfrasersSingapore Medical0.260.25NeutralPER16x
08/21/20Lim & TanSingapore Medical0.2450Accumulate

Silverlake - Stock calls

DateAnalystCompanyLastTargetCallValuation
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
04/28/20CIMBSilverlake0.240.26Hold
05/18/20DBS VickersSilverlake0.2450.38BuyPER20x
05/20/20DMG & PartnersSilverlake0.2450.24NeutralDCF
07/03/20DMG & PartnersSilverlake0.240.24Neutral
07/09/20AmfrasersSilverlake0.250.3outperformPER13x FY21
08/27/20CIMBSilverlake0.3050.39AddPER16.3x CY21
08/28/20DBS VickersSilverlake0.30.4BuyPER17.6x FY21
09/07/20AmfrasersSilverlake0.310.31NeutralPER13x FY21

Stock calls for 7 September 2020

DateAnalystCompanyLastTargetCallValuation
09/07/20Kim EngCapitamall Trust1.932.35BuyDDM
09/07/20DBS VickersChina Aviation Oil0.941.2Buy
09/07/20Lim & TanCSE Global0.4950Buy
09/07/20phillipDBS20.6821Accumulate
09/07/20PhillipFrasers Centrepoint Trust2.642.79AccumulateDDM
09/07/20UOB Kay HianFrasers Centrepoint Trust2.643.1BuyDDM
09/07/20Kim EngFrasers Centrepoint Trust2.642.54Hold
09/07/20CIMBFrasers Property1.171.7Add
09/07/20DBS VickersFrencken11.43Buy
09/07/20DBS VickersHutchison Port0.1060.14Buy
09/07/20AmfrasersJiutian0.050.068Outperform
09/07/20PhillipMicro-Mechanics2.22.5BuyPER18x FY21
09/07/20phillipOCBC8.568.92Accumulate
09/07/20DBS VickersSIA Engineering1.852.4Buy
09/07/20AmfrasersSilverlake0.310.31NeutralPER13x FY21
09/07/20DBS VickersSingtel2.272.69Buy
09/07/20DBS VickersST Engineering3.423.8Buy
09/07/20DBS VickersUMS1.011.37Buy
09/07/20phillipUOB19.4520.4Accumulate
09/07/20DBS VickersVenture19.0620.7Buy
09/07/20DBS VickersWilmar4.375.28Buy

Western journalists loved to criticize HK police over its crackdown on HK protestors. Let's look at the US police then.

The US police crackdown on the protestors is in no way more gentle than the HK police.  They also use tear gas and pepper bombs without fear and indiscriminately against anyone standing in front of them.

Since the HK protestors like to carry the US flags during their protests, then HK police must do exactly what the US police is doing since the HK protestors connive the US police crackdown.

 

Sunday, September 6, 2020

US police treatment of a defenceless woman is a serious violation of human rights.

 

The international human rights groups are keeping their silence about this violation but they're so eager to criticize the HK police when the HK police pale in comparison to the US police.

Baltic dry index - 1362

 

Related stock: Sembcorp Marine, Cosco & Pan ocean.

US rig count - 898


 Related stock: Keppel Corp, Sembcorp Marine & Cosco.

Saturday, September 5, 2020

The truth behind the covid-19 outbreak is revealed.

The UK and China scientific research showed that the ancestral covid-19 virus came from the US.  The French scientists also proclaimed that COVID virus didn't come from China.

http://sg-stock.blogspot.com/2020/05/what-are-scientific-analyses-for-origin.html

There are currently 2 scientific analyses to trace the origin of COVID-19.

China used genome sequencing (Haplotype analysis) which categorizes COVID-19 virus into 2 strains and 5 generations.  China scientists traced the ancestral H38 back to the US and the US had all 5 generations in its early outbreak.

Cambridge University scientists used Phylogenetic network analysis which categorized the COVID-19 virus into 3 strains (A-type, B-type & C-type).  Cambridge University scientists discovered that the ancestral A-type virus was predominantly found in the US.

http://sg-stock.blogspot.com/2020/04/what-are-scientific-analyses-for-origin.html

http://sg-stock.blogspot.com/2020/04/french-scientists-said-that-its-covid.html

Genome sequencing seems to be the preferred scientific method to trace the origin of the virus because China, Malaysia and New Zealand use it (from public resources).

http://sg-stock.blogspot.com/2020/08/new-zealand-is-using-genome-sequencing.html

Since China and the UK have traced the ancestral COVID virus back to the US, we will try to look for the first virus outbreak in the US then.

Chronological events: 

July 2019: There seemed to be a virus leakage in Fort Detrick which resulted in it being shut down in August 2019.

https://www.nytimes.com/2019/08/05/health/germs-fort-detrick-biohazard.html

July 2019: Consequently, a pneumonia outbreak started in the Virginian retirement community.

https://abcnews.go.com/US/respiratory-outbreak-investigated-retirement-community-54-residents-fall/story?id=64275865

Fort Detrick is just an hour's drive away from the Virginian retirement community.  The short distance between the 2 locations helps to explain the outbreak in the retirement community.

October 2019: The US soldiers went to Wuhan for the Military World Game but didn't win any gold medal.

https://www.globaltimes.cn/content/1183658.shtml

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

One of the US soldiers in Wuhan, SGT Benassi, was based in Fort Meade which was just an hour's drive from Fort Detrick.  She was suspected to be the one who brought the virus to Wuhan.

https://www.army.mil/article/228879/us_women_finish_8th_despite_crash_in_50_mile_cycling_road_race

The picture is becoming crystal clear now.  The COVID-19 outbreak originated in Fort Detrick and infected the Virginian retirement community and Fort Meade.  This was the only plausible reason that genome sequencing in China and the UK traced the ancestral COVID virus back to the USA.

Case closed!

Friday, September 4, 2020

SIIC - Stock calls

 

DateAnalystCompanyLastTargetCallValuation
08/13/19DBS VickersSIIC0.2350.265Hold