Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/26/10 Kim Eng MCL Land 1.78 2.48 Buy RNAV (30% discount)
04/30/10 Kim Eng MCL Land 2.22 2.69 Buy RNAV (25% discount)
06/15/10 Kim Eng MCL Land 1.79 2.76 Buy RNAV (25% discount)
Monday, July 12, 2010
Saturday, July 10, 2010
K-Green - Keppel Corp is better than its subsidiary.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
06/25/10 DBS Vickers K-Green Trust 1.13 1.2 Hold Div Yield 6.5%
06/25/10 DBS Vickers K-Green Trust 1.13 1.2 Hold Div Yield 6.5%
Osim - OCBC likes Osim!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
07/01/10 OCBC Osim 0.905 1.22 Buy PER22x
07/01/10 OCBC Osim 0.905 1.22 Buy PER22x
Friday, July 9, 2010
Sim Lian - A main contractor turned property developer.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
05/12/10 DBS Vickers Sim Lian 0.52 0.56 Hold RNAV (40% discount)
05/12/10 DBS Vickers Sim Lian 0.52 0.56 Hold RNAV (40% discount)
Sino Grandess Food - New kid on the block
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
06/29/10 DMG & Partners Sino Grandness Food 0.285 0.4 Buy
06/29/10 DMG & Partners Sino Grandness Food 0.285 0.4 Buy
Thursday, July 8, 2010
United Envirotech - The next big thing?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
06/30/10 OCBC United Envirotech 0.38 0.52 Buy FCFE Model
06/30/10 OCBC United Envirotech 0.38 0.52 Buy FCFE Model
OKP - A good main contractor?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
04/01/10 CIMB OKP 0.525 0.85 Outperform PER10x
04/01/10 CIMB OKP 0.525 0.85 Outperform PER10x
Wednesday, July 7, 2010
Sing Holdings - only Phillip covers this company
Date
02/22/10 phillip Sing Holdings 0.38 0.43 Hold RNAV (10% discount)
05/14/10 phillip Sing Holdings 0.35 0.46 Buy RNAV (10% discount)
02/22/10 phillip Sing Holdings 0.38 0.43 Hold RNAV (10% discount)
05/14/10 phillip Sing Holdings 0.35 0.46 Buy RNAV (10% discount)
Roxy-Pacific - A boutique property developer
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/26/10 DBS Vickers Roxy-Pacific 0.34 0.44 Trading Buy RNAV (30% discount)
03/26/10 DBS Vickers Roxy-Pacific 0.34 0.44 Trading Buy RNAV (30% discount)
Tuesday, July 6, 2010
Hyflux Water Trust - No trust in this TRUST?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/26/10 DBS Vickers Hyflux Water Trust 0.705 0.7 Hold
05/14/10 DBS Vickers Hyflux Water Trust 0.665 0.68 Hold
02/26/10 DBS Vickers Hyflux Water Trust 0.705 0.7 Hold
05/14/10 DBS Vickers Hyflux Water Trust 0.665 0.68 Hold
Jardine C&C - Neutral call from DMG
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
04/30/10 DMG & Partners Jardine C&C 29.52 28.09 Neutral
04/30/10 DMG & Partners Jardine C&C 29.52 28.09 Neutral
Monday, July 5, 2010
Kingsmen Creative - Buy calls from all analysts!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
05/21/10 DMG & Partners Kingsmen Creative 0.545 0.77 Buy PER9x
05/24/10 DMG & Partners Kingsmen Creative 0.53 0.77 Buy PER9x
02/26/10 Kim Eng Kingsmen Creative 0.595 0.85 Buy
05/14/10 Kim Eng Kingsmen Creative 0.58 0.85 Buy
06/24/10 Kim Eng Kingsmen Creative 0.545 0.85 Buy Sum of parts
06/25/10 Kim Eng Kingsmen Creative 0.545 0.85 Buy Sum of parts
06/29/10 OCBC Kingsmen Creative 0.59 0.84 Buy PER9x
05/21/10 DMG & Partners Kingsmen Creative 0.545 0.77 Buy PER9x
05/24/10 DMG & Partners Kingsmen Creative 0.53 0.77 Buy PER9x
02/26/10 Kim Eng Kingsmen Creative 0.595 0.85 Buy
05/14/10 Kim Eng Kingsmen Creative 0.58 0.85 Buy
06/24/10 Kim Eng Kingsmen Creative 0.545 0.85 Buy Sum of parts
06/25/10 Kim Eng Kingsmen Creative 0.545 0.85 Buy Sum of parts
06/29/10 OCBC Kingsmen Creative 0.59 0.84 Buy PER9x
K-Reit - Not a good Reit?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
05/20/10 CIMB K-Reit 1.06 1.01 Underperform DDM
06/15/10 CIMB K-Reit 1.09 1.01 Underperform
01/21/10 DBS Vickers K-Reit 1.12 1.11 Hold
02/02/10 DBS Vickers K-Reit 1.08 1.13 Fully Valued
04/20/10 DBS Vickers K-Reit 1.13 1.17 Hold DCF
05/20/10 CIMB K-Reit 1.06 1.01 Underperform DDM
06/15/10 CIMB K-Reit 1.09 1.01 Underperform
01/21/10 DBS Vickers K-Reit 1.12 1.11 Hold
02/02/10 DBS Vickers K-Reit 1.08 1.13 Fully Valued
04/20/10 DBS Vickers K-Reit 1.13 1.17 Hold DCF
Saturday, July 3, 2010
Mapletree Logistics - A good REIT?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/22/10 CIMB Mapletree Logistics 0.8 0.74 Underperform DDM
03/25/10 CIMB Mapletree Logistics 0.84 0.74 Underperform
04/23/10 CIMB Mapletree Logistics 0.875 0.86 Neutral DDM
05/18/10 CIMB Mapletree Logistics 0.82 0.86 Neutral
03/17/10 Credit Suisse Mapletree Logistics 0.83 0.98 Outperform DDM
01/25/10 DBS Vickers Mapletree Logistics 0.8 0.86 Buy
04/23/10 DBS Vickers Mapletree Logistics 0.875 0.93 Buy
06/01/10 DBS Vickers Mapletree Logistics 0.82 0.93 Buy 7.6% Yield
06/04/10 DBS Vickers Mapletree Logistics 0.83 0.93 Buy
01/04/10 OCBC Mapletree Logistics 0.785 0.78 Buy
03/04/10 OCBC Mapletree Logistics 0.79 0.91 Buy
04/14/10 OCBC Mapletree Logistics 0.845 0.91 Buy
04/23/10 OCBC Mapletree Logistics 0.875 0.93 Buy PB1.07x
05/12/10 OCBC Mapletree Logistics 0.83 0.93 Buy
05/24/10 OCBC Mapletree Logistics 0.81 0.93 Buy
06/02/10 OCBC Mapletree Logistics 0.81 0.84 Buy
01/22/10 CIMB Mapletree Logistics 0.8 0.74 Underperform DDM
03/25/10 CIMB Mapletree Logistics 0.84 0.74 Underperform
04/23/10 CIMB Mapletree Logistics 0.875 0.86 Neutral DDM
05/18/10 CIMB Mapletree Logistics 0.82 0.86 Neutral
03/17/10 Credit Suisse Mapletree Logistics 0.83 0.98 Outperform DDM
01/25/10 DBS Vickers Mapletree Logistics 0.8 0.86 Buy
04/23/10 DBS Vickers Mapletree Logistics 0.875 0.93 Buy
06/01/10 DBS Vickers Mapletree Logistics 0.82 0.93 Buy 7.6% Yield
06/04/10 DBS Vickers Mapletree Logistics 0.83 0.93 Buy
01/04/10 OCBC Mapletree Logistics 0.785 0.78 Buy
03/04/10 OCBC Mapletree Logistics 0.79 0.91 Buy
04/14/10 OCBC Mapletree Logistics 0.845 0.91 Buy
04/23/10 OCBC Mapletree Logistics 0.875 0.93 Buy PB1.07x
05/12/10 OCBC Mapletree Logistics 0.83 0.93 Buy
05/24/10 OCBC Mapletree Logistics 0.81 0.93 Buy
06/02/10 OCBC Mapletree Logistics 0.81 0.84 Buy
Mercator - Hold only!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/22/10 phillip Mercator 0.305 0.36 Hold BV0.9x
07/01/10 phillip Mercator 0.27 0.32 Hold BV0.7x
01/22/10 phillip Mercator 0.305 0.36 Hold BV0.9x
07/01/10 phillip Mercator 0.27 0.32 Hold BV0.7x
Friday, July 2, 2010
New Lakeside will go bankrupt anytime!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/27/10 Lim & Tan New Lakeside 0.03 0 Sell -100 Bankrupt
01/27/10 Lim & Tan New Lakeside 0.03 0 Sell -100 Bankrupt
SATS - All analysts love this except CIMB.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/05/10 CIMB SATS 2.57 2.19 Underperform PER12.4x
05/06/10 CIMB SATS 2.78 2.19 Underperform PER12.4x
05/18/10 CIMB SATS 2.75 2.19 Underperform
01/05/10 DBS Vickers SATS 2.74 3 Buy
03/08/10 DBS Vickers SATS 2.61 3.09 Buy
03/25/10 DBS Vickers SATS 2.61 3.2 Buy DCF & PER14x
04/15/10 DBS Vickers SATS 2.87 3.2 Buy
05/06/10 DBS Vickers SATS 2.78 3.13 Buy DCF
02/05/10 DMG & Partners SATS 2.57 3.07 Buy DCF, PER16x
03/29/10 DMG & Partners SATS 2.65 3.07 Buy DCF, PER16x
04/01/10 DMG & Partners SATS 2.64 3.07 Buy
01/05/10 Kim Eng SATS 2.69 3.16 Buy PER18x
02/05/10 Kim Eng SATS 2.57 3.26 Buy PER18x
05/14/10 Kim Eng SATS 2.76 3.3 Buy
02/05/10 OCBC SATS 2.57 3.27 Buy DCF
03/15/10 OCBC SATS 2.65 3.27 Buy DCF
05/06/10 OCBC SATS 2.78 3.27 Buy DCF
06/10/10 OCBC SATS 2.54 3.27 Buy
06/30/10 phillip SATS 2.65 3.28 Buy
02/05/10 CIMB SATS 2.57 2.19 Underperform PER12.4x
05/06/10 CIMB SATS 2.78 2.19 Underperform PER12.4x
05/18/10 CIMB SATS 2.75 2.19 Underperform
01/05/10 DBS Vickers SATS 2.74 3 Buy
03/08/10 DBS Vickers SATS 2.61 3.09 Buy
03/25/10 DBS Vickers SATS 2.61 3.2 Buy DCF & PER14x
04/15/10 DBS Vickers SATS 2.87 3.2 Buy
05/06/10 DBS Vickers SATS 2.78 3.13 Buy DCF
02/05/10 DMG & Partners SATS 2.57 3.07 Buy DCF, PER16x
03/29/10 DMG & Partners SATS 2.65 3.07 Buy DCF, PER16x
04/01/10 DMG & Partners SATS 2.64 3.07 Buy
01/05/10 Kim Eng SATS 2.69 3.16 Buy PER18x
02/05/10 Kim Eng SATS 2.57 3.26 Buy PER18x
05/14/10 Kim Eng SATS 2.76 3.3 Buy
02/05/10 OCBC SATS 2.57 3.27 Buy DCF
03/15/10 OCBC SATS 2.65 3.27 Buy DCF
05/06/10 OCBC SATS 2.78 3.27 Buy DCF
06/10/10 OCBC SATS 2.54 3.27 Buy
06/30/10 phillip SATS 2.65 3.28 Buy
Thursday, July 1, 2010
Singapore market has more downside - See Straits Times Index Chart!
KSH - Only DMG covers this stock.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/17/10 DMG & Partners KSH 0.27 0.38 Buy Sum of parts
04/07/10 DMG & Partners KSH 0.27 0.38 Buy
05/25/10 DMG & Partners KSH 0.25 0.38 Buy
05/26/10 DMG & Partners KSH 0.25 0.35 Buy Sum of parts
06/04/10 DMG & Partners KSH 0.26 0.35 Buy Sum of parts
06/17/10 DMG & Partners KSH 0.27 0.35 Buy
07/01/10 DMG & Partners KSH 0.26 0.35 Buy
02/17/10 DMG & Partners KSH 0.27 0.38 Buy Sum of parts
04/07/10 DMG & Partners KSH 0.27 0.38 Buy
05/25/10 DMG & Partners KSH 0.25 0.38 Buy
05/26/10 DMG & Partners KSH 0.25 0.35 Buy Sum of parts
06/04/10 DMG & Partners KSH 0.26 0.35 Buy Sum of parts
06/17/10 DMG & Partners KSH 0.27 0.35 Buy
07/01/10 DMG & Partners KSH 0.26 0.35 Buy
Meiban - Worth buying?
Date/Research House/Stock/Last Done/Target Price/Stock/Valuation Method
02/24/10 CIMB Meiban 0.29 0.41 Outperform PB0.9x
03/11/10 CIMB Meiban 0.3 0.41 Outperform
05/12/10 DBS Vickers Meiban 0.29 0.3 Hold
02/24/10 CIMB Meiban 0.29 0.41 Outperform PB0.9x
03/11/10 CIMB Meiban 0.3 0.41 Outperform
05/12/10 DBS Vickers Meiban 0.29 0.3 Hold
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