Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/23/11 NRA Megachem 0.21 0.32 Buy PER8x
Friday, April 22, 2011
Thursday, April 21, 2011
Baltic Dry Index (BDI) - 1262
Quote:
The index was down 0.71 percent or 9 points to 1,262 points, falling for a 17th session to its lowest since Feb. 28.
End Quote.
The index was down 0.71 percent or 9 points to 1,262 points, falling for a 17th session to its lowest since Feb. 28.
End Quote.
Marco Polo - Buy calls from analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/10/11 DMG & Partners Marco Polo 0.41 0.605 Buy
02/10/11 Kim Eng Marco Polo 0.41 0.55 Buy
02/10/11 DMG & Partners Marco Polo 0.41 0.605 Buy
02/10/11 Kim Eng Marco Polo 0.41 0.55 Buy
Mapletree Logistics - 6 buy calls.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/14/11 CIMB Mapletree Logistics 0.9 1.05 Outperform DDM
03/28/11 Citigroup Mapletree Logistics 0.875 1 Buy
03/09/11 DBS Vickers Mapletree Logistics 0.92 1.07 Buy
03/28/11 DBS Vickers Mapletree Logistics 0.885 1.07 Buy
04/04/11 DBS Vickers Mapletree Logistics 0.905 1.07 Buy
04/13/11 DBS Vickers Mapletree Logistics 0.89 1.07 Buy
02/10/11 Morgan Stanley Mapletree Logistics 0.96 1.1 Overweight
03/03/11 OCBC Mapletree Logistics 0.9 1.03 Buy
03/08/11 OCBC Mapletree Logistics 0.915 1.03 Buy
03/15/11 OCBC Mapletree Logistics 0.88 1.03 Buy
04/12/11 OCBC Mapletree Logistics 0.915 1.01 Buy RNAV
04/11/11 RBS Mapletree Logistics 0.915 1.14 Buy
03/14/11 CIMB Mapletree Logistics 0.9 1.05 Outperform DDM
03/28/11 Citigroup Mapletree Logistics 0.875 1 Buy
03/09/11 DBS Vickers Mapletree Logistics 0.92 1.07 Buy
03/28/11 DBS Vickers Mapletree Logistics 0.885 1.07 Buy
04/04/11 DBS Vickers Mapletree Logistics 0.905 1.07 Buy
04/13/11 DBS Vickers Mapletree Logistics 0.89 1.07 Buy
02/10/11 Morgan Stanley Mapletree Logistics 0.96 1.1 Overweight
03/03/11 OCBC Mapletree Logistics 0.9 1.03 Buy
03/08/11 OCBC Mapletree Logistics 0.915 1.03 Buy
03/15/11 OCBC Mapletree Logistics 0.88 1.03 Buy
04/12/11 OCBC Mapletree Logistics 0.915 1.01 Buy RNAV
04/11/11 RBS Mapletree Logistics 0.915 1.14 Buy
Mapletree Industrial - Buy calls from analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/18/11 CIMB Mapletree Industrial 1.09 1.24 Outperform DDM
03/09/11 DBS Vickers Mapletree Industrial 1.05 1.18 Buy
04/13/11 DBS Vickers Mapletree Industrial 1.06 1.16 Buy
02/18/11 CIMB Mapletree Industrial 1.09 1.24 Outperform DDM
03/09/11 DBS Vickers Mapletree Industrial 1.05 1.18 Buy
04/13/11 DBS Vickers Mapletree Industrial 1.06 1.16 Buy
Wednesday, April 20, 2011
M1 - Mixed calls from analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
04/12/11 CIMB M1 2.39 2.65 Neutral DCF
04/18/11 CIMB M1 2.41 2.63 Neutral DCF
04/18/11 DBS Vickers M1 2.41 2.6 Buy DCF
04/18/11 DMG & Partners M1 2.41 2.85 Buy DCF
04/18/11 HSBC M1 2.41 2.48 Underweight
04/01/11 Kim Eng M1 2.41 2.88 Buy
04/18/11 Kim Eng M1 2.41 2.88 Buy PER16x
04/04/11 OCBC M1 2.42 2.79 Buy
04/12/11 CIMB M1 2.39 2.65 Neutral DCF
04/18/11 CIMB M1 2.41 2.63 Neutral DCF
04/18/11 DBS Vickers M1 2.41 2.6 Buy DCF
04/18/11 DMG & Partners M1 2.41 2.85 Buy DCF
04/18/11 HSBC M1 2.41 2.48 Underweight
04/01/11 Kim Eng M1 2.41 2.88 Buy
04/18/11 Kim Eng M1 2.41 2.88 Buy PER16x
04/04/11 OCBC M1 2.42 2.79 Buy
Longcheer - Sell this China phone maker!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/10/11 Lim & Tan Longcheer 0.355 0 Sell/Avoid
04/18/11 Lim & Tan Longcheer 0.32 0 Sell
02/10/11 Lim & Tan Longcheer 0.355 0 Sell/Avoid
04/18/11 Lim & Tan Longcheer 0.32 0 Sell
Lippo-Mapletree Indo - Buy call from OCBC.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/17/11 OCBC Lippo-Mapletree Indo 0.54 0.59 Buy
03/03/11 OCBC Lippo-Mapletree Indo 0.53 0.59 Buy
03/25/11 OCBC Lippo-Mapletree Indo 0.54 0.59 Buy
02/17/11 OCBC Lippo-Mapletree Indo 0.54 0.59 Buy
03/03/11 OCBC Lippo-Mapletree Indo 0.53 0.59 Buy
03/25/11 OCBC Lippo-Mapletree Indo 0.54 0.59 Buy
Tuesday, April 19, 2011
Lian beng - Buy call from DMG.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
04/05/11 DMG & Partners Lian Beng 0.315 0.61 Buy
04/18/11 DMG & Partners Lian Beng 0.36 0.67 Buy PER7x
04/05/11 DMG & Partners Lian Beng 0.315 0.61 Buy
04/18/11 DMG & Partners Lian Beng 0.36 0.67 Buy PER7x
Li Heng - Kim Eng has ceased coverage for this counter.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
05/17/10 Kim Eng Li Heng 0.24 0.35 Buy PER10x
07/05/10 Kim Eng Li Heng 0.215 0.35 Buy PER10x
11/10/10 Kim Eng Li Heng 0.225 0.24 Hold PER9x
03/15/11 Kim Eng Li Heng 0.16 0 Cease Coverage
04/15/10 OCBC Li Heng 0.3 0.34 Buy DCF
05/17/10 OCBC Li Heng 0.24 0.34 Buy
06/28/10 OCBC Li Heng 0.225 0.32 Buy DCF
08/16/10 OCBC Li Heng 0.215 0.32 Buy DCF
09/02/10 OCBC Li Heng 0.19 0.32 Buy
05/17/10 Kim Eng Li Heng 0.24 0.35 Buy PER10x
07/05/10 Kim Eng Li Heng 0.215 0.35 Buy PER10x
11/10/10 Kim Eng Li Heng 0.225 0.24 Hold PER9x
03/15/11 Kim Eng Li Heng 0.16 0 Cease Coverage
04/15/10 OCBC Li Heng 0.3 0.34 Buy DCF
05/17/10 OCBC Li Heng 0.24 0.34 Buy
06/28/10 OCBC Li Heng 0.225 0.32 Buy DCF
08/16/10 OCBC Li Heng 0.215 0.32 Buy DCF
09/02/10 OCBC Li Heng 0.19 0.32 Buy
Leader Environment - Buy call from DMG.
Data/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/02/11 DMG & Partners Leader Environment 0.22 0.53 Buy PER10x
04/14/11 DMG & Partners Leader Environment 0.27 0.56 Buy PATMI 10x
03/02/11 DMG & Partners Leader Environment 0.22 0.53 Buy PER10x
04/14/11 DMG & Partners Leader Environment 0.27 0.56 Buy PATMI 10x
Monday, April 18, 2011
KSH - DMG likes this stock.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/18/11 DMG & Partners KSH 0.25 0.31 Buy Sum of parts
03/10/11 DMG & Partners KSH 0.24 0.31 Buy
02/18/11 DMG & Partners KSH 0.25 0.31 Buy Sum of parts
03/10/11 DMG & Partners KSH 0.24 0.31 Buy
KS Energy - OCBC doesn't like this stock but DnB Nor likes it.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/10/11 DnB Nor KS Energy 0.89 1.4 Buy
02/25/11 OCBC KS Energy 0.865 0.91 Hold NTA
03/04/11 OCBC KS Energy 0.88 0.91 Hold
03/15/11 OCBC KS Energy 0.885 0.91 Hold
04/14/11 OCBC KS Energy 1.03 0.91 Hold
03/10/11 DnB Nor KS Energy 0.89 1.4 Buy
02/25/11 OCBC KS Energy 0.865 0.91 Hold NTA
03/04/11 OCBC KS Energy 0.88 0.91 Hold
03/15/11 OCBC KS Energy 0.885 0.91 Hold
04/14/11 OCBC KS Energy 1.03 0.91 Hold
Kreuz - Buy call from DnB Nor.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/10/11 DnB Nor Kreuz 0.37 0.5 Buy DCF
03/10/11 DnB Nor Kreuz 0.37 0.5 Buy DCF
Sunday, April 17, 2011
Market Analyses for US (Dow Jones Industrial Average Index), Japan (Nikkei 225 Index), Hong Kong, (Hang Seng Index) & Singapore (Straits Times Index)
The charts above dated 15/04/11 show that there are fund outflows from US, HK & SG and JP is the only country with huge inflow of funds. It will be interesting to see how the 3 markets with fund outflows will move in the future.
K-Reit - Citigroup hates this reit.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/22/11 CIMB K-Reit 1.29 1.52 Neutral DDM
04/15/11 CIMB K-Reit 1.32 1.52 Outperform DDM
03/22/11 Citigroup K-Reit 1.29 1.2 Sell
03/09/11 DBS Vickers K-Reit 1.32 1.24 Hold
03/22/11 DBS Vickers K-Reit 1.29 1.32 Hold DCF
04/13/11 DBS Vickers K-Reit 1.29 1.2 Hold
04/15/11 DBS Vickers K-Reit 1.32 1.32 Hold
03/23/11 DIR K-Reit 1.29 1.3 Hold
03/22/11 Nomura K-Reit 1.29 1.76 Buy RNAV
03/22/11 CIMB K-Reit 1.29 1.52 Neutral DDM
04/15/11 CIMB K-Reit 1.32 1.52 Outperform DDM
03/22/11 Citigroup K-Reit 1.29 1.2 Sell
03/09/11 DBS Vickers K-Reit 1.32 1.24 Hold
03/22/11 DBS Vickers K-Reit 1.29 1.32 Hold DCF
04/13/11 DBS Vickers K-Reit 1.29 1.2 Hold
04/15/11 DBS Vickers K-Reit 1.32 1.32 Hold
03/23/11 DIR K-Reit 1.29 1.3 Hold
03/22/11 Nomura K-Reit 1.29 1.76 Buy RNAV
Koda - OCBC gave up on this stock due to low liquidity.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/16/11 OCBC Koda 0.16 0 Cease Coverage Low liquidity
02/16/11 OCBC Koda 0.16 0 Cease Coverage Low liquidity
Kingsmen Creatives - OCBC upgraded the target price.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
08/13/10 DMG & Partners Kingsmen Creatives 0.59 0.77 Buy
08/18/10 DMG & Partners Kingsmen Creatives 0.6 0.77 Buy
08/19/10 DMG & Partners Kingsmen Creatives 0.6 0.82 Buy PER9x
02/23/11 DMG & Partners Kingsmen Creatives 0.56 0.76 Buy
02/25/11 DMG & Partners Kingsmen Creatives 0.56 0.76 Buy PER9x
08/13/10 Kim Eng Kingsmen Creatives 0.59 0.85 Buy
11/12/10 Kim Eng Kingsmen Creatives 0.6 0.79 Buy
12/07/10 Kim Eng Kingsmen Creatives 0.565 0.79 Buy
02/24/11 Kim Eng Kingsmen Creatives 0.56 0.84 Buy
09/02/10 OCBC Kingsmen Creatives 0.595 0.82 Buy
01/28/11 OCBC Kingsmen Creatives 0.575 0.665 Hold PER9x
01/31/11 OCBC Kingsmen Creatives 0.565 0.65 Hold
02/23/11 OCBC Kingsmen Creatives 0.56 0.665 Hold
02/24/11 OCBC Kingsmen Creatives 0.56 0.72 Hold
08/13/10 DMG & Partners Kingsmen Creatives 0.59 0.77 Buy
08/18/10 DMG & Partners Kingsmen Creatives 0.6 0.77 Buy
08/19/10 DMG & Partners Kingsmen Creatives 0.6 0.82 Buy PER9x
02/23/11 DMG & Partners Kingsmen Creatives 0.56 0.76 Buy
02/25/11 DMG & Partners Kingsmen Creatives 0.56 0.76 Buy PER9x
08/13/10 Kim Eng Kingsmen Creatives 0.59 0.85 Buy
11/12/10 Kim Eng Kingsmen Creatives 0.6 0.79 Buy
12/07/10 Kim Eng Kingsmen Creatives 0.565 0.79 Buy
02/24/11 Kim Eng Kingsmen Creatives 0.56 0.84 Buy
09/02/10 OCBC Kingsmen Creatives 0.595 0.82 Buy
01/28/11 OCBC Kingsmen Creatives 0.575 0.665 Hold PER9x
01/31/11 OCBC Kingsmen Creatives 0.565 0.65 Hold
02/23/11 OCBC Kingsmen Creatives 0.56 0.665 Hold
02/24/11 OCBC Kingsmen Creatives 0.56 0.72 Hold
Saturday, April 16, 2011
Kinergy - Buy call from NRA.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/01/11 NRA Kinergy 0.15 0.31 Buy PER7x
03/01/11 NRA Kinergy 0.15 0.31 Buy PER7x
Kian Ann - Buy call from DMG.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/16/11 DMG & Partners Kian Ann 0.22 0.27 Buy PER7x
03/10/11 DMG & Partners Kian Ann 0.21 0.27 Buy
02/16/11 DMG & Partners Kian Ann 0.22 0.27 Buy PER7x
03/10/11 DMG & Partners Kian Ann 0.21 0.27 Buy
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