Date | Analyst | Company | Last | Target | Call | Valuation |
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 | |
07/03/20 | CIMB | Dairy Farm | 4.15 | 4.63 | Hold | PER20x CY21, Buy @ $3.80 |
07/30/20 | DMG & Partners | Dairy Farm | 4.15 | 4.47 | Neutral | DCF |
07/30/20 | DBS Vickers | Dairy Farm | 4.15 | 4.86 | Buy | Sum of parts |
08/19/20 | Macquarie | Dairy Farm | 4.21 | 5.7 | Outperform | DCF |
08/28/20 | DMG & Partners | Dairy Farm | 4.27 | 4.47 | Neutral | |
09/10/20 | CIMB | Dairy Farm | 3.85 | 4.5 | Add | PER20x FY21 |
10/22/20 | DMG & Partners | Dairy Farm | 3.78 | 4.47 | Buy | |
10/26/20 | DBS Vickers | Dairy Farm | 3.76 | 4.44 | Buy | |
12/02/20 | CIMB | Dairy Farm | 4.1 | 4.5 | Add |
Wednesday, December 30, 2020
Dairy Farm - Stock calls
Tuesday, December 29, 2020
CSE Global - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
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 | |
07/17/20 | DMG & Partners | CSE Global | 0.46 | 0.54 | Buy | PER12x FY20 |
08/06/20 | DBS Vickers | CSE Global | 0.53 | 0.61 | Buy | PER10x FY21 |
08/07/20 | DMG & Partners | CSE Global | 0.535 | 0.6 | Buy | PER10.8x FY21 |
08/07/20 | UOB Kay Hian | CSE Global | 0.535 | 0.59 | Buy | PER12x FY21 |
08/11/20 | CIMB | CSE Global | 0.525 | 0.6 | Add | |
08/11/20 | Amfrasers | CSE Global | 0.525 | 0.52 | Neutral | PER12x FY21 & PB2x FY21, Cut from $0.61 |
09/07/20 | Lim & Tan | CSE Global | 0.495 | 0 | Buy | |
10/23/20 | DBS Vickers | CSE Global | 0.46 | 0.57 | Buy | PER10.2x FY21 |
11/13/20 | DBS Vickers | CSE Global | 0.45 | 0.55 | Buy | PER10.1x FY21 |
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 |
Comfortdelgro - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
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 | |
08/06/20 | DMG & Partners | Comfortdelgro | 1.39 | 1.65 | Buy | DCF |
08/07/20 | DBS Vickers | Comfortdelgro | 1.39 | 1.68 | Buy | |
08/17/20 | phillip | Comfortdelgro | 1.39 | 1.65 | Accumulate | DCF |
08/17/20 | UOB Kay Hian | Comfortdelgro | 1.39 | 1.78 | Buy | PER17.2x FY21 |
08/17/20 | DBS Vickers | Comfortdelgro | 1.39 | 1.63 | Buy | PER15x FY21 |
08/17/20 | DMG & Partners | Comfortdelgro | 1.39 | 1.55 | Buy | DCF, PER17.6x FY21 |
08/17/20 | CIMB | Comfortdelgro | 1.39 | 1.4 | Hold | |
08/17/20 | Kim Eng | Comfortdelgro | 1.39 | 1.76 | Buy | DCF |
08/19/20 | Lim & Tan | Comfortdelgro | 1.41 | 0 | Accumulate | |
08/27/20 | Amfrasers | Comfortdelgro | 1.46 | 1.63 | Outperform | |
09/01/20 | Kim Eng | Comfortdelgro | 1.48 | 1.76 | Buy | DCF |
09/04/20 | DBS Vickers | Comfortdelgro | 1.51 | 1.96 | Buy | PB1.6x FY21 |
09/21/20 | CIMB | Comfortdelgro | 1.48 | 1.7 | Add | PER15.6x FY21 |
09/22/20 | Macquarie | Comfortdelgro | 1.46 | 1.51 | Neutral | PER15x FY21 |
09/22/20 | UOB Kay Hian | Comfortdelgro | 1.46 | 1.78 | Buy | |
10/05/20 | phillip | Comfortdelgro | 1.42 | 1.65 | Accumulate | |
10/07/20 | DMG & Partners | Comfortdelgro | 1.44 | 1.7 | Buy | DCF |
11/05/20 | DMG & Partners | Comfortdelgro | 1.39 | 1.7 | Buy | PER17.7x FY21 |
11/12/20 | DBS Vickers | Comfortdelgro | 1.49 | 1.96 | Buy | PB1.6x FY21 |
11/13/20 | CIMB | Comfortdelgro | 1.5 | 1.7 | Add | |
11/13/20 | Kim Eng | Comfortdelgro | 1.5 | 1.76 | Buy | DCF |
11/13/20 | UOB Kay Hian | Comfortdelgro | 1.5 | 1.78 | Buy | |
11/16/20 | phillip | Comfortdelgro | 1.54 | 1.83 | Buy | DCF |
11/24/20 | OCBC | Comfortdelgro | 1.65 | 2 | Buy | |
12/07/20 | DMG & Partners | Comfortdelgro | 1.64 | 1.9 | Buy | PER19x FY21 |
Monday, December 28, 2020
Clearbridge - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/06/20 | Tayrona | Clearbridge | 0.139 | 0.41 | Overweight | |
03/10/20 | phillip | Clearbridge | 0.116 | 0.26 | Buy | DCF |
08/31/20 | phillip | Clearbridge | 0.171 | 0.26 | Buy | DCF |
City Developments - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/02/20 | DBS Vickers | City Developments | 10.95 | 13 | Buy | RNAV (18% discount), PB1.08x FY2020 |
02/26/20 | OCBC | City Developments | 10.66 | 12.02 | Buy | |
02/27/20 | CIMB | City Developments | 10.37 | 12.09 | Add | |
02/27/20 | OCBC | City Developments | 10.37 | 12.01 | Buy | RNAV (35% discount) |
02/27/20 | DBS Vickers | City Developments | 10.37 | 13 | Buy | RNAV (18% discount), PB1.08x FY2020 |
02/28/20 | UOB Kay Hian | City Developments | 10.17 | 12.5 | Buy | |
03/03/20 | phillip | City Developments | 9.74 | 11.89 | Buy | RNAV (30% discount), PB0.98x FY20 |
05/13/20 | UOB Kay Hian | City Developments | 7.96 | 9.5 | Buy | |
05/14/20 | CIMB | City Developments | 7.65 | 10.13 | Add | |
05/28/20 | Lim & Tan | City Developments | 7.68 | 11.2 | Buy | |
05/29/20 | DMG & Partners | City Developments | 7.67 | 9.5 | Buy | RNAV (45% discount) |
06/26/20 | Morgan Stanley | City Developments | 8.32 | 10.5 | Overweight | |
07/13/20 | OCBC | City Developments | 8.73 | 12.01 | Buy | |
07/14/20 | DMG & Partners | City Developments | 8.37 | 9.5 | Buy | |
07/15/20 | OCBC | City Developments | 8.27 | 10.74 | Buy | |
07/30/20 | DBS Vickers | City Developments | 8.28 | 13 | Buy | |
08/06/20 | DBS Vickers | City Developments | 8.3 | 10.5 | Buy | RNAV (25% discount), PB0.9x |
08/13/20 | Lim & Tan | City Developments | 8.34 | 0 | Buy on weakness | |
08/14/20 | OCBC | City Developments | 8.46 | 10.64 | Buy | |
08/14/20 | CIMB | City Developments | 8.46 | 10.1 | Add | |
08/14/20 | DMG & Partners | City Developments | 8.46 | 9.5 | Buy | RNAV (45% discount) |
08/14/20 | UOB Kay Hian | City Developments | 8.46 | 9.2 | Buy | |
08/25/20 | phillip | City Developments | 8 | 10.68 | Buy | RNAV (30% discount) |
09/15/20 | Lim & Tan | City Developments | 7.98 | 0 | Buy | |
09/16/20 | CIMB | City Developments | 7.96 | 10.1 | Add | |
10/16/20 | CIMB | City Developments | 7.67 | 10.1 | Add | |
10/23/20 | OCBC | City Developments | 7 | 9.65 | Buy | |
11/30/20 | Macquarie | City Developments | 7.87 | 8.2 | Neutral | |
12/01/20 | UOB Kay Hian | City Developments | 7.8 | 9.2 | Buy | |
12/01/20 | Lim & Tan | City Developments | 7.8 | 0 | Accumulate | |
12/04/20 | CIMB | City Developments | 7.72 | 10.1 | Add |
China Sunsine - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
04/06/20 | CIMB | China Sunsine | 0.28 | 0.38 | Add | After stock split (1 into 2) |
04/06/20 | Amfrasers | China Sunsine | 0.28 | 0.6 | Outperform | |
08/14/20 | CIMB | China Sunsine | 0.32 | 0.38 | Add | |
08/19/20 | Amfrasers | China Sunsine | 0.345 | 0.47 | Outperform | DCF |
09/16/20 | UOB Kay Hian | China Sunsine | 0.355 | 0.31 | Sell | EV/Ebitda |
10/09/20 | CIMB | China Sunsine | 0.34 | 0.42 | Add | |
10/19/20 | UOB Kay Hian | China Sunsine | 0.395 | 0.48 | Buy | PER8x FY21 |
11/18/20 | CIMB | China Sunsine | 0.47 | 0.55 | Add | |
11/18/20 | UOB Kay Hian | China Sunsine | 0.47 | 0.58 | Buy |
Saturday, December 26, 2020
China will surpass the US GDP in 2028 and exceed the combined GDP of the US & Japan by 2035. - Part 2
https://www.asiaone.com/money/china-leapfrog-us-worlds-biggest-economy-2028-think-tank
CEBR has just released its economic assessment after JCER.
Both non-profit entities stated that China would overtake the US in 2028.
http://sg-stock.blogspot.com/2020/12/china-will-surpass-us-gdp-in-2028-and.html
Friday, December 25, 2020
Malaysia has given SG a "great" Christmas gift by terminating the SG-KL HSR.
Malaysia has terminated SG-KL HSR by paying a discounted penalty of RM$300m. It was supposed to be RM$500m penalty as stated in the termination clause.
http://sg-stock.blogspot.com/2018/06/the-kl-sg-hsr-is-terminated-officially.html
Either SG is incompetent to collect the RM$500m penalty or Malaysia is too brilliant to get a discount from SG. In other words, SG has given RM$200m to Malaysia as a Christmas gift.
China Everbright - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
05/29/20 | DBS Vickers | China Everbright | 0.199 | 0.49 | Buy | PER7x |
08/14/20 | DBS Vickers | China Everbright | 0.235 | 0.33 | Buy |
China Aviation Oil - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
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 |
04/22/20 | DMG & Partners | China Aviation Oil | 1.02 | 1.3 | Buy | Sum of parts |
04/23/20 | DMG & Partners | China Aviation Oil | 1.02 | 1.25 | Buy | Sum of parts, PB0.9x |
05/12/20 | DMG & Partners | China Aviation Oil | 1.02 | 1.25 | Buy | Sum of parts, PER2.6x FY21 (ex-cash) |
06/12/20 | DMG & Partners | China Aviation Oil | 1.14 | 1.25 | Buy | PB0.9x, PER3.5x FY21 (ex-cash) |
07/06/20 | DMG & Partners | China Aviation Oil | 1.02 | 1.25 | Buy | Sum of parts |
08/13/20 | DMG & Partners | China Aviation Oil | 0.93 | 0.95 | Neutral | Sum of parts |
08/25/20 | DBS Vickers | China Aviation Oil | 0.865 | 1.2 | Buy | PER11x FY20/21 |
09/07/20 | DBS Vickers | China Aviation Oil | 0.94 | 1.2 | Buy | |
09/30/20 | DMG & Partners | China Aviation Oil | 0.895 | 1.05 | Buy | |
10/13/20 | DBS Vickers | China Aviation Oil | 1 | 1.2 | Buy | |
10/14/20 | DMG & Partners | China Aviation Oil | 1 | 1.15 | Buy | |
11/03/20 | DBS Vickers | China Aviation Oil | 0.92 | 1.2 | Buy | |
12/02/20 | DMG & Partners | China Aviation Oil | 1.08 | 1.25 | Buy |
Centurion - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
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 | |
04/22/20 | DBS Vickers | Centurion | 0.38 | 0.41 | Hold | DCF |
04/29/20 | DMG & Partners | Centurion | 0.385 | 0.41 | Neutral | DCF |
05/18/20 | DBS Vickers | Centurion | 0.375 | 0.42 | Hold | DCF |
08/13/20 | DBS Vickers | Centurion | 0.355 | 0.39 | Hold | DCF |
08/20/20 | CIMB | Centurion | 0.37 | 0.4 | Add | |
09/03/20 | CIMB | Centurion | 0.35 | 0.4 | Add | DCF |
10/19/20 | UOB Kay Hian | Centurion | 0.34 | 0.44 | Buy | DCF |
Wednesday, December 23, 2020
Tuesday, December 22, 2020
Monday, December 21, 2020
Saturday, December 19, 2020
China will surpass the US GDP in 2028 and exceed the combined GDP of the US & Japan by 2035.
China will surpass the US GDP in 2028 and exceed the combined GDP of the US & Japan by 2035. Therefore, we need to engage China in international trades and ride on the prosperity of China to boost our own economic growth.
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