Date | Analyst | Company | Last | Target | Call | Valuation |
01/11/18 | UOB Kay Hian | Banyan Tree | 0.63 | 0.92 | Buy | Sum of parts |
01/11/18 | Kim Eng | Comfortdelgro | 1.99 | 2.4 | Buy | |
01/11/18 | SAC Advisors | Sanli Env | 0.295 | 0.36 | Buy | PER15.9x FY18 |
01/11/18 | OCBC | Thai Beverage | 0.93 | 1.07 | Buy |
Thursday, January 11, 2018
Stock calls for 11 January 2018
China is retaliating against USA's anti-China rhetoric now.
https://finance.yahoo.com/news/china-officials-recommend-slowing-halting-u-bond-purchases-162651533--business.html
I think China has had enough of the USA's ante and anti-China rhetoric.
If China stops buying or starts selling USD treasuries, interest rates will go up much faster than anticipated in the bond markets and the ensuing outcome will be higher interest rates in other sectors such as mortgages and loans.
These rapid rises in interest rates will affect investors' sentiment and slow down corporations' investments because of higher capital costs and higher expectations on ROI.
Good luck to everyone!
I think China has had enough of the USA's ante and anti-China rhetoric.
If China stops buying or starts selling USD treasuries, interest rates will go up much faster than anticipated in the bond markets and the ensuing outcome will be higher interest rates in other sectors such as mortgages and loans.
These rapid rises in interest rates will affect investors' sentiment and slow down corporations' investments because of higher capital costs and higher expectations on ROI.
Good luck to everyone!
South Korea will introduce a blanket ban on cryptocurrency trading.
https://finance.yahoo.com/news/cryptocurrency-markets-tanking-news-shutdown-052636106.html
South Korea will shut down cryptocurrency trading after China.
We've anticipated further action against cryptocurrency in South Korea in our earlier post. Our prediction has come true.
http://sg-stock.blogspot.sg/2017/11/south-korea-will-take-further-action.html
South Korea will shut down cryptocurrency trading after China.
We've anticipated further action against cryptocurrency in South Korea in our earlier post. Our prediction has come true.
http://sg-stock.blogspot.sg/2017/11/south-korea-will-take-further-action.html
Wednesday, January 10, 2018
OMG! My friend's car was shot in Manila today! - Part 2
This was the bullet that was taken out from my friend's car in Manila.
http://sg-stock.blogspot.sg/2018/01/omg-my-friends-car-was-shot-in-manila.html
Ifast Corp - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/19/16 | DBS Vickers | Ifast Corp | 1.25 | 1.45 | Buy | DDM |
02/23/16 | DMG & Partners | Ifast Corp | 1.28 | 1.27 | Neutral | DCF |
05/03/16 | DBS Vickers | Ifast Corp | 1.215 | 1.38 | Buy | |
05/03/16 | DMG & Partners | Ifast Corp | 1.215 | 1.17 | Neutral | DCF |
07/15/16 | phillip | Ifast Corp | 1 | 1.275 | Buy | PER25x FY17 |
08/01/16 | DBS Vickers | Ifast Corp | 0.92 | 1.2 | Buy | |
08/01/16 | DMG & Partners | Ifast Corp | 0.92 | 0.88 | Neutral | |
08/05/16 | phillip | Ifast Corp | 0.925 | 1.275 | Buy | PER25x FY17 |
09/16/16 | phillip | Ifast Corp | 0.875 | 1.27 | Buy | |
10/31/16 | DBS Vickers | Ifast Corp | 0.85 | 1.2 | Buy | |
10/31/16 | phillip | Ifast Corp | 0.85 | 1.275 | Buy | PER25x FY17 |
12/01/16 | UOB Kay Hian | Ifast Corp | 0.83 | 1.06 | Buy | |
12/09/16 | DBS Vickers | Ifast Corp | 0.855 | 1.2 | Buy | |
12/09/16 | phillip | Ifast Corp | 0.855 | 1.275 | Buy | PER25x FY17 |
02/20/17 | DBS Vickers | Ifast Corp | 0.855 | 0.94 | Hold | DDM |
02/20/17 | DMG & Partners | Ifast Corp | 0.855 | 0.79 | Neutral | |
02/22/17 | phillip | Ifast Corp | 0.845 | 0.78 | Neutral | PER25x FY17 |
04/28/17 | DMG & Partners | Ifast Corp | 0.6 | 0.88 | Buy | DCF |
05/02/17 | DBS Vickers | Ifast Corp | 0.715 | 0.94 | Buy | DDM |
05/05/17 | phillip | Ifast Corp | 0.74 | 0.78 | Accumulate | |
05/25/17 | UOB Kay Hian | Ifast Corp | 0.87 | 1.05 | Buy | |
06/13/17 | UOB Kay Hian | Ifast Corp | 0.975 | 1.02 | Hold | DCF, Buy @ $0.90 |
07/31/17 | UOB Kay Hian | Ifast Corp | 1.05 | 1.08 | Hold | DCF, Buy @ $0.95 |
08/01/17 | DMG & Partners | Ifast Corp | 1.07 | 1.01 | Neutral | DCF |
08/01/17 | DBS Vickers | Ifast Corp | 1.07 | 1.26 | Buy | |
08/02/17 | phillip | Ifast Corp | 1.055 | 1.11 | Accumulate | PER34.3x FY17 |
10/30/17 | DMG & Partners | Ifast Corp | 0.94 | 1.01 | Neutral | DCF |
10/30/17 | DBS Vickers | Ifast Corp | 0.94 | 1.26 | Buy | DDM |
11/01/17 | phillip | Ifast Corp | 0.97 | 1.11 | Accumulate | GGM |
Hyflux - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/19/16 | Credit Suisse | Hyflux | 0.51 | 0.5 | Neutral | |
02/19/16 | OCBC | Hyflux | 0.51 | 0.5 | Hold | DCF |
03/09/16 | Bloomberg | Hyflux | 0.565 | 0.5 | Not Rated | Consensus target |
05/13/16 | OCBC | Hyflux | 0.56 | 0.57 | Hold | DCF |
08/05/16 | Credit Suisse | Hyflux | 0.56 | 0.5 | Neutral | |
04/07/17 | Credit Suisse | Hyflux | 0.57 | 0.5 | Neutral | |
05/08/17 | Credit Suisse | Hyflux | 0.56 | 0.58 | Neutral |
Stock calls for 10 January 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
01/10/18 | CIMB | AEM | 3.31 | 4.55 | Add | |
01/10/18 | phillip | DBS | 26.51 | 29.3 | Buy | |
01/10/18 | OCBC | Frasers Logistics | 1.19 | 1.25 | Buy | |
01/10/18 | Amfrasers | Keppel Corp | 7.85 | 8.04 | Buy | |
01/10/18 | DMG & Partners | M1 | 1.79 | 1.9 | Neutral | |
01/10/18 | Lim & Tan | Mapletree Logistics | 1.35 | 0 | Hold | |
01/10/18 | CIMB | Memtech | 1.15 | 1.33 | Add | |
01/10/18 | phillip | OCBC | 12.91 | 13.48 | Buy | |
01/10/18 | OCBC | Singapore Post | 1.23 | 1.26 | Hold | |
01/10/18 | DMG & Partners | Singtel | 3.63 | 4.1 | Neutral | |
01/10/18 | DMG & Partners | Starhub | 2.89 | 2.7 | Neutral | |
01/10/18 | CIMB | Sunningdale | 1.92 | 2.79 | Add | |
01/10/18 | phillip | UOB | 27.8 | 25.22 | Accumulate | |
01/10/18 | Amfrasers | Valuemax | 0.295 | 0.39 | Buy | |
01/10/18 | Kim Eng | Venture | 21.57 | 27.5 | Buy | PER18.8x FY18 |
Sahara desert is covered in snow now. Can you believe that?
What has happened to the climate now?
Noble's future is getting from bad to worse.
https://sg.finance.yahoo.com/news/troubled-noble-group-says-goodbye-global-oil-trading-040332524--finance.html
Noble has given up its oil trading business and is only left with its hard commodities division which consists of LNG & coal trading.
The hard commodities are not doing well because countries are getting more environmentally conscious especially with the chaotic climatic changes nowadays. Carbon emission is on the mind of every government now and some countries are imposing combustible cars sales ban by 2030.
Sigh! We really have nothing good to speak of right now for Noble.
Noble has given up its oil trading business and is only left with its hard commodities division which consists of LNG & coal trading.
The hard commodities are not doing well because countries are getting more environmentally conscious especially with the chaotic climatic changes nowadays. Carbon emission is on the mind of every government now and some countries are imposing combustible cars sales ban by 2030.
Sigh! We really have nothing good to speak of right now for Noble.
Singapore has redefined its UN voting stance.
https://sg.news.yahoo.com/singapore-not-taking-sides-vote-un-resolution-jerusalem-balakrishnan-094124266.html
The UN resolution vote on Jerusalem was to show that the UN was against the USA's recognition of Jerusalem.
Therefore, when you had cast a "For or Yes" vote, it would mean that you had voted against the USA's recognition of Jerusalem and also meant that Israel was not the true ruler of Jerusalem.
Thus, the "For" vote was definitely not a neutral stance. Generally speaking, a neutral stance would mean abstinence from voting.
If casting a "For" vote means not taking sides, then what about not voting? Does abstinence mean taking sides?
SG had already redefined the definition of an elected president. It is trying to redefine the meaning of its voting stance now.
http://sg-stock.blogspot.sg/2017/07/omg-singapore-didnt-support-banning-of.html
I would like to know what did SG mean when it abstained from voting for a nuclear ban since voting "Yes or For" meant not taking sides.
The UN resolution vote on Jerusalem was to show that the UN was against the USA's recognition of Jerusalem.
Therefore, when you had cast a "For or Yes" vote, it would mean that you had voted against the USA's recognition of Jerusalem and also meant that Israel was not the true ruler of Jerusalem.
Thus, the "For" vote was definitely not a neutral stance. Generally speaking, a neutral stance would mean abstinence from voting.
If casting a "For" vote means not taking sides, then what about not voting? Does abstinence mean taking sides?
SG had already redefined the definition of an elected president. It is trying to redefine the meaning of its voting stance now.
http://sg-stock.blogspot.sg/2017/07/omg-singapore-didnt-support-banning-of.html
I would like to know what did SG mean when it abstained from voting for a nuclear ban since voting "Yes or For" meant not taking sides.
Tuesday, January 9, 2018
Hutchison Port - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/26/16 | Deutsche | Hutchison Port | 0.475 | 0.58 | Buy | |
02/03/16 | DBS Vickers | Hutchison Port | 0.47 | 0.61 | Buy | |
02/03/16 | JP Morgan | Hutchison Port | 0.47 | 0.53 | Neutral | |
02/03/16 | Lim & Tan | Hutchison Port | 0.47 | 0 | Buy on weakness | |
02/03/16 | OCBC | Hutchison Port | 0.47 | 0.46 | Hold | |
03/29/16 | OCBC | Hutchison Port | 0.495 | 0.46 | Hold | |
04/19/16 | JP Morgan | Hutchison Port | 0.5 | 0.39 | Underweight | DCF |
04/19/16 | OCBC | Hutchison Port | 0.5 | 0.46 | Hold | |
04/20/16 | DBS Vickers | Hutchison Port | 0.465 | 0.57 | Buy | |
05/27/16 | Deutsche | Hutchison Port | 0.425 | 0.49 | Buy | |
05/27/16 | OCBC | Hutchison Port | 0.425 | 0.46 | Hold | |
06/14/16 | OCBC | Hutchison Port | 0.45 | 0.41 | Hold | |
07/14/16 | OCBC | Hutchison Port | 0.455 | 0.43 | Hold | |
07/29/16 | DBS Vickers | Hutchison Port | 0.485 | 0.56 | Buy | |
09/14/16 | OCBC | Hutchison Port | 0.44 | 0.46 | Hold | |
10/04/16 | OCBC | Hutchison Port | 0.44 | 0.46 | Hold | |
12/07/16 | Deutsche | Hutchison Port | 0.42 | 0.49 | Buy | |
12/08/16 | DBS Vickers | Hutchison Port | 0.42 | 0.48 | Buy | DCF |
01/05/17 | OCBC | Hutchison Port | 0.435 | 0.46 | Buy | DDM |
02/03/17 | OCBC | Hutchison Port | 0.425 | 0.46 | Buy | |
02/13/17 | OCBC | Hutchison Port | 0.44 | 0.45 | Hold | Buy @ $0.41 or below |
02/14/17 | DBS Vickers | Hutchison Port | 0.415 | 0.42 | Hold | DCF |
04/25/17 | OCBC | Hutchison Port | 0.41 | 0.42 | Hold | |
04/26/17 | DBS Vickers | Hutchison Port | 0.395 | 0.42 | Hold | DCF |
06/19/17 | OCBC | Hutchison Port | 0.445 | 0.42 | Hold | Buy below $0.40 |
07/20/17 | OCBC | Hutchison Port | 0.48 | 0.42 | Sell | |
07/21/17 | DBS Vickers | Hutchison Port | 0.445 | 0.42 | Hold | DCF |
10/31/17 | OCBC | Hutchison Port | 0.435 | 0.42 | Hold | |
10/31/17 | DBS Vickers | Hutchison Port | 0.435 | 0.39 | Hold | DCF |
11/22/17 | OCBC | Hutchison Port | 0.42 | 0.42 | Hold | Buy @ $0.39 |
HRnet Group - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
07/20/17 | Credit Suisse | HRnetGroup | 0.855 | 1.1 | Outperform | DCF, PER21.9x FY17 |
08/17/17 | Credit Suisse | HRnetGroup | 0.75 | 1.04 | Outperform | |
11/02/17 | DMG & Partners | HRnetGroup | 0.865 | 1.14 | Buy | DCF, PER16x FY18 Ex-Cash |
01/03/18 | DBS Vickers | HRnetGroup | 0.79 | 0.96 | Buy | DCF & PER15x FY18 (ex-cash) |
01/09/18 | DMG & Partners | HRnetGroup | 0.82 | 1.14 | Buy | DCF |
Stock calls for 9 January 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
01/09/18 | UOB Kay Hian | Citic Envirotech | 0.74 | 1.09 | Buy | DCF |
01/09/18 | UOB Kay Hian | Cityneon | 0.97 | 1.55 | Buy | PER15.4x FY18 |
01/09/18 | Deutsche | DBS | 26.45 | 27.1 | Hold | |
01/09/18 | DMG & Partners | HRnetGroup | 0.82 | 1.14 | Buy | DCF |
01/09/18 | DBS Vickers | Keppel Corp | 7.77 | 9.8 | Buy | Sum of parts, PB1.3x FY18 |
01/09/18 | DBS Vickers | Mapletree Logistics | 1.36 | 1.38 | Buy | |
01/09/18 | Deutsche | OCBC | 12.99 | 13.6 | Hold | |
01/09/18 | OCBC | OUE Commercial | 0.75 | 0.67 | Hold | |
01/09/18 | DBS Vickers | SPH Reit | 1.07 | 1.07 | Hold | DCF |
01/09/18 | Deutsche | UOB | 27.25 | 30.6 | Buy |
Taiwan is embarking on a smearing campaign against China again.
http://www.worldnews.easybranches.com/regions/asia/taiwan-demands-immediate-halt-to-new-china-flight-routes-571987
ICAO, an agency under the UN, had approved the air route M503 for a 2-way flight (North-South & South-North) but China only started a one-way flight (North-South) in 2015 because of the friendly relationship between the 2 countries. However, this was not mentioned by Taiwan at all during the protest.
Then, China decides to commence its South-North route for M503 in 2018 as it has the prerogative and approval from ICAO. Therefore, I see no valid reason for Taiwan to demand China to halt this South-North flight on the M503 route because China has been flying on the M503 route for 3 years already.
ICAO, an agency under the UN, had approved the air route M503 for a 2-way flight (North-South & South-North) but China only started a one-way flight (North-South) in 2015 because of the friendly relationship between the 2 countries. However, this was not mentioned by Taiwan at all during the protest.
Then, China decides to commence its South-North route for M503 in 2018 as it has the prerogative and approval from ICAO. Therefore, I see no valid reason for Taiwan to demand China to halt this South-North flight on the M503 route because China has been flying on the M503 route for 3 years already.
Korean Hyundai is attacking the Japanese car manufacturers!
The Japanese Kobe steel scandal has affected the automotive industry and Hyundai is taking advantage of the scandal to showcase its steel quality over the Japan-made cars.
In another Korean stunt, Hyundai managed to stack 7 cars vertically to prove its steel mettle.
Bomb cyclone is creating weather havoc now and polar vortex is coming too!
Just look at the weather havoc created by the bomb cyclone in the USA & China.
https://www.washingtonpost.com/news/capital-weather-gang/wp/2018/01/02/monster-storm-to-blast-east-coast-before-polar-vortex-uncorks-tremendous-cold-late-this-week/?utm_term=.5646aff059df
New York
China yellow river (Huanghe)
The polar vortex is no longer able to be contained in the Arctic and will flow to the USA and beyond. Scientists have discovered that the Arctic is forming more ice but the Antarctic is melting its ice. Some scientists are postulating that ice age will happen in 2030 because of the sun activity.
http://metro.co.uk/2018/01/02/mini-ice-age-hit-2030-save-us-global-warming-scientists-claim-7196604/
https://www.washingtonpost.com/news/capital-weather-gang/wp/2018/01/02/monster-storm-to-blast-east-coast-before-polar-vortex-uncorks-tremendous-cold-late-this-week/?utm_term=.5646aff059df
New York
China yellow river (Huanghe)
The polar vortex is no longer able to be contained in the Arctic and will flow to the USA and beyond. Scientists have discovered that the Arctic is forming more ice but the Antarctic is melting its ice. Some scientists are postulating that ice age will happen in 2030 because of the sun activity.
http://metro.co.uk/2018/01/02/mini-ice-age-hit-2030-save-us-global-warming-scientists-claim-7196604/
Monday, January 8, 2018
Hotung - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/20/17 | DMG & Partners | Hotung | 1.515 | 1.9 | Buy | PB0.6x, Yield 7% |
04/17/17 | DMG & Partners | Hotung | 1.75 | 2 | Buy | PB0.6x FY17 |
06/07/17 | UOB Kay Hian | Hotung | 1.87 | 3.38 | Buy | |
06/12/17 | Lim & Tan | Hotung | 1.92 | 3.02 | Buy | |
07/05/17 | UOB Kay Hian | Hotung | 1.865 | 3.38 | Buy | PB0.94x |
08/17/17 | UOB Kay Hian | Hotung | 2.1 | 2.93 | Buy |
Hotel Properties - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/29/16 | OCBC | Hotel Properties | 3.5 | 5.32 | Buy | |
03/07/16 | OCBC | Hotel Properties | 3.55 | 4.83 | Buy | |
05/17/16 | OCBC | Hotel Properties | 3.47 | 4.83 | Buy | |
08/12/16 | OCBC | Hotel Properties | 3.5 | 4.83 | Buy | |
02/28/17 | OCBC | Hotel Properties | 3.76 | 4.83 | Buy | |
08/16/17 | OCBC | Hotel Properties | 3.87 | 4.83 | Buy |
HongKong Land - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/26/16 | Credit Suisse | Hongkong Land | 5.95 | 7.9 | Outperform | |
01/26/16 | Deutsche | Hongkong Land | 5.95 | 7.2 | Hold | |
03/04/16 | Lim & Tan | Hongkong Land | 6.02 | 0 | Buy | |
03/07/16 | Credit Suisse | Hongkong Land | 6.14 | 7.5 | Outperform | |
03/07/16 | DBS Vickers | Hongkong Land | 6.14 | 8.16 | Buy | |
03/07/16 | Deutsche | Hongkong Land | 6.14 | 4.86 | Sell | RNAV (38% discount), PER14x FY16 |
08/01/16 | Credit Suisse | Hongkong Land | 6.4 | 7.2 | Neutral | |
08/01/16 | DBS Vickers | Hongkong Land | 6.4 | 7.87 | Buy | |
08/01/16 | Deutsche | Hongkong Land | 6.4 | 5.76 | Sell | |
11/11/16 | DBS Vickers | Hongkong Land | 6.63 | 7.76 | Buy | |
12/07/16 | Deutsche | Hongkong Land | 6.4 | 5.76 | Sell | |
03/03/17 | CIMB | Hongkong Land | 7.02 | 7.8 | Add | RNAV (40% discount) |
03/03/17 | DBS Vickers | Hongkong Land | 7.02 | 7.8 | Buy | RNAV (35% discount) |
03/03/17 | Lim & Tan | Hongkong Land | 7.02 | 0 | Buy | |
03/06/17 | Credit Suisse | Hongkong Land | 6.84 | 7.2 | Neutral | |
03/06/17 | DBS Vickers | Hongkong Land | 6.84 | 7.9 | Buy | |
04/04/17 | CIMB | Hongkong Land | 7.72 | 8.5 | Add | RNAV (35% discount) |
05/04/17 | DBS Vickers | Hongkong Land | 7.75 | 8.51 | Buy | RNAV (30% discount) |
06/13/17 | Lim & Tan | Hongkong Land | 7.76 | 0 | Buy | |
08/03/17 | DBS Vickers | Hongkong Land | 7.54 | 8.93 | Buy | RNAV (30% discount) |
08/04/17 | CIMB | Hongkong Land | 7.59 | 9.1 | Add | RNAV (35% discount) |
08/07/17 | DIR | Hongkong Land | 7.8 | 9.3 | Buy | RNAV (30% discount), Up from $8.70 |
11/10/17 | DBS Vickers | Hongkong Land | 7.32 | 8.93 | Buy | RNAV (30% discount) |
12/20/17 | CIMB | Hongkong Land | 7.16 | 9.1 | Add |
Stock calls for 8 January 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
01/08/18 | DBS Vickers | Capitaland | 3.65 | 4.35 | Buy | RNAV (10% discount) |
01/08/18 | CIMB | Capitaland | 3.65 | 4.25 | Add | RNAV (20% discount) |
01/08/18 | UOB Kay Hian | Capitaland | 3.65 | 4.3 | Buy | RNAV (15% discount) |
01/08/18 | DMG & Partners | Capitaland | 3.65 | 4.2 | Buy | RNAV (15% discount) |
01/08/18 | DMG & Partners | DBS | 26.32 | 23.33 | Neutral | |
01/08/18 | CIMB | HMI | 0.665 | 0.83 | Add | DCF |
01/08/18 | CIMB | Q & M | 0.65 | 0.61 | Reduce | PER28x CY19 |
01/08/18 | CIMB | Raffles Medical | 1.12 | 1.24 | Add | Sum of parts |
01/08/18 | CIMB | SPH Reit | 1.07 | 1.06 | Hold | DDM |
01/08/18 | Lim & Tan | SPH Reit | 1.07 | 0 | Hold | |
01/08/18 | OCBC | SPH Reit | 1.07 | 1.08 | Hold | |
01/08/18 | CIMB | Talkmed | 0.69 | 0.68 | Hold | DCF |
01/08/18 | DMG & Partners | UOB | 26.91 | 28.88 | Buy |
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