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Thursday, March 15, 2018

Starhill - Stock calls


Date Analyst Company Last Target Call Valuation
01/05/16 UOB Kay Hian Starhill 0.76 0.91 Buy
01/08/16 DBS Vickers Starhill 0.74 0.84 Buy DCF
01/08/16 OCBC Starhill 0.74 0.93 Buy
01/28/16 DIR Starhill 0.725 0.84 Outperform DDM
01/28/16 DMG & Partners Starhill 0.725 0.84 Buy DDM, PB0.93x FY15
01/28/16 Kim Eng Starhill 0.725 0.75 Hold Yield 7.5% FY16
01/28/16 OCBC Starhill 0.725 0.84 Buy DDM
03/07/16 CIMB Starhill 0.76 0.81 Hold DDM
03/16/16 DBS Vickers Starhill 0.765 0.84 Buy
03/16/16 OCBC Starhill 0.765 0.84 Buy
03/17/16 DMG & Partners Starhill 0.77 0.84 Buy
03/30/16 UOB Kay Hian Starhill 0.765 0.91 Buy DDM
04/01/16 DBS Vickers Starhill 0.78 0.84 Buy DCF
04/13/16 Kim Eng Starhill 0.785 0.79 Hold Yield 7%
04/25/16 CIMB Starhill 0.79 0.82 Hold DDM
04/25/16 DIR Starhill 0.79 0.84 Outperform DDM
04/25/16 OCBC Starhill 0.79 0.84 Buy
04/27/16 UOB Kay Hian Starhill 0.79 0.91 Buy
05/17/16 Kim Eng Starhill 0.78 0.79 Hold
06/09/16 OCBC Starhill 0.775 0.84 Buy
06/10/16 DIR Starhill 0.775 0.87 Outperform DDM
06/23/16 UOB Kay Hian Starhill 0.765 0.92 Buy DDM
07/04/16 DMG & Partners Starhill 0.785 0.84 Buy
07/18/16 UOB Kay Hian Starhill 0.795 1 Buy
08/01/16 OCBC Starhill 0.8 0.86 Buy
08/01/16 UOB Kay Hian Starhill 0.8 1 Buy DDM
08/02/16 CIMB Starhill 0.81 0.86 Hold DDM
08/02/16 DIR Starhill 0.81 0.88 Outperform DDM
08/02/16 Religare Starhill 0.81 0.9 Buy
08/03/16 DBS Vickers Starhill 0.81 0.87 Buy
10/14/16 DIR Starhill 0.81 0.88 Outperform
10/31/16 OCBC Starhill 0.81 0.86 Buy
11/01/16 CIMB Starhill 0.815 0.86 Hold DDM
11/01/16 DBS Vickers Starhill 0.815 0.87 Buy DCF
12/05/16 DMG & Partners Starhill 0.755 0.84 Buy
12/06/16 Kim Eng Starhill 0.75 0.89 Buy
12/09/16 UOB Kay Hian Starhill 0.75 0.9 Buy
01/09/17 DBS Vickers Starhill 0.77 0.87 Buy DCF
01/18/17 DIR Starhill 0.75 0.88 Outperform DDM
01/31/17 DBS Vickers Starhill 0.76 0.85 Buy DCF
02/02/17 CIMB Starhill 0.77 0.72 Hold DDM
02/02/17 DIR Starhill 0.77 0.86 Outperform DDM
02/02/17 DMG & Partners Starhill 0.77 0.81 Buy DDM
02/02/17 OCBC Starhill 0.77 0.82 Buy
03/07/17 UOB Kay Hian Starhill 0.745 0.9 Buy
03/10/17 DMG & Partners Starhill 0.735 0.81 Buy
04/04/17 DBS Vickers Starhill 0.76 0.85 Buy
04/07/17 DMG & Partners Starhill 0.765 0.81 Buy DDM
04/11/17 UOB Kay Hian Starhill 0.77 0.9 Buy DDM
04/18/17 DIR Starhill 0.765 0.86 Outperform
04/28/17 DBS Vickers Starhill 0.775 0.83 Buy PB0.86x
04/28/17 OCBC Starhill 0.775 0.82 Buy
05/05/17 DIR Starhill 0.76 0.85 Outperform DDM
05/17/17 OCBC Starhill 0.75 0.82 Buy
05/26/17 OCBC Starhill 0.76 0.81 Hold
06/06/17 DIR Starhill 0.755 0.85 Outperform
07/04/17 DMG & Partners Starhill 0.78 0.81 Buy
07/31/17 DIR Starhill 0.775 0.85 Outperform DDM
07/31/17 Religare Starhill 0.775 0.88 Buy
08/01/17 OCBC Starhill 0.78 0.82 Buy DDM
08/01/17 DMG & Partners Starhill 0.78 0.81 Neutral DDM
08/01/17 CIMB Starhill 0.78 0.83 Hold DDM
08/02/17 DBS Vickers Starhill 0.78 0.82 Buy
09/15/17 DIR Starhill 0.75 0.8 Outperform DDM
09/21/17 DMG & Partners Starhill 0.75 0.81 Neutral
10/23/17 UOB Kay Hian Starhill 0.775 0.9 Buy
10/31/17 CIMB Starhill 0.775 0.83 Hold DDM
11/01/17 OCBC Starhill 0.77 0.77 Hold
11/01/17 DBS Vickers Starhill 0.77 0.82 Buy DCF
01/02/18 Kim Eng Starhill 0.78 0.7 Sell DDM
01/05/18 DMG & Partners Starhill 0.775 0.81 Neutral DDM
01/30/18 OCBC Starhill 0.78 0.77 Hold
01/30/18 Lim & Tan Starhill 0.78 0 Hold

Stock calls for 15 March 2018


Date Analyst Company Last Target Call Valuation
03/15/18 UOB Kay Hian ART 1.16 1.23 Hold
03/15/18 UOB Kay Hian CDL Hospitality 1.69 1.95 Buy
03/15/18 CIMB Cityneon 1.11 1.58 Add PER14x FY19
03/15/18 DMG & Partners DBS 29.12 27 Neutral PB1.39x FY18
03/15/18 UOB Kay Hian Frasers Hospitality Trust 0.78 0.9 Buy
03/15/18 CIMB M1 1.78 1.85 Hold
03/15/18 DMG & Partners M1 1.78 1.95 Neutral
03/15/18 CIMB MM2 Asia 0.505 0.74 Add Sum of parts
03/15/18 Lim & Tan SIA 11.2 0 Neutral
03/15/18 CIMB Singtel 3.4 4 Add Sum of parts
03/15/18 DMG & Partners Singtel 3.4 4.1 Buy Sum of parts
03/15/18 CIMB Starhub 2.43 2.7 Hold DCF
03/15/18 DMG & Partners Starhub 2.43 2.65 Neutral

Health alert - Cut down on bottled plastic drinks!

https://www.channelnewsasia.com/news/health/top-bottled-water-brands-contaminated-with-plastic-particles-10044936

Look like plastic particles are getting into our lifestyles now.  We did report about such micro-plastics in our previous postings before in the sea and marine food.

http://sg-stock.blogspot.sg/2017/12/seafood-health-alerts-in-norway-chile.html

The USA will become the public enemy no.1 soon.

https://sg.finance.yahoo.com/news/trump-seems-hint-could-pull-050600774.html

Trump is threatening South Korea now so that he can have the bargaining power to dictate the trade deals.

What a lowball move!

Wednesday, March 14, 2018

Bitcoin is worthless!

https://sg.finance.yahoo.com/news/bitcoin-worthless-bubble-may-pop-soon-allianz-global-says-081624747.html

The statement that bitcoin is worthless and is coming from an EUR$500b company head cannot be taken lightly because of the ripple effect he can create.  He will tell all his customers the same thing in his capacity in the company.

ST Engineering - Stock calls


Date Analyst Company Last Target Call Valuation
01/05/16 Lim & Tan ST Engineering 2.97 0 Buy
01/06/16 UOB Kay Hian ST Engineering 2.97 3.25 Hold
01/26/16 Deutsche ST Engineering 2.89 3.7 Buy
02/01/16 OCBC ST Engineering 2.87 3.22 Buy PER19x FY16
02/16/16 UOB Kay Hian ST Engineering 2.75 3.25 Hold
02/29/16 CIMB ST Engineering 2.85 3.17 Add Sum of parts
02/29/16 Credit Suisse ST Engineering 2.85 3 Neutral
02/29/16 DBS Vickers ST Engineering 2.85 3.4 Buy
02/29/16 Kim Eng ST Engineering 2.85 3.47 Buy PER20x FY16
02/29/16 Lim & Tan ST Engineering 2.85 0 Buy
02/29/16 OCBC ST Engineering 2.85 3.24 Buy PER19x FY16
02/29/16 UOB Kay Hian ST Engineering 2.85 3.28 Buy PER19.5x FY16
03/18/16 UOB Kay Hian ST Engineering 3.21 3.6 Buy PER21.4x FY16
03/22/16 Lim & Tan ST Engineering 3.23 0 Buy
04/01/16 UOB Kay Hian ST Engineering 3.23 3.6 Buy PER21.4x FY16
04/11/16 DBS Vickers ST Engineering 3.23 3.65 Buy PER16x & DCF
04/27/16 OCBC ST Engineering 3.26 3.24 Hold Buy @ $3
05/16/16 CIMB ST Engineering 3.08 3.32 Add Sum of parts
05/16/16 DBS Vickers ST Engineering 3.08 3.55 Buy
05/16/16 Kim Eng ST Engineering 3.08 3.17 Hold PER18x FY17
05/16/16 Lim & Tan ST Engineering 3.08 0 Hold
05/16/16 OCBC ST Engineering 3.08 3.24 Buy PER19x FY16
05/16/16 UOB Kay Hian ST Engineering 3.08 3.5 Buy PER21x
06/07/16 UOB Kay Hian ST Engineering 3.19 3.5 Buy
06/22/16 Lim & Tan ST Engineering 3.12 0 Hold
07/11/16 Lim & Tan ST Engineering 3.18 0 Hold
07/13/16 CIMB ST Engineering 3.32 3.6 Add Sum of parts, PER22x
07/14/16 UOB Kay Hian ST Engineering 3.37 3.5 Buy
08/15/16 CIMB ST Engineering 3.41 3.6 Add DCF & PER22x CY17
08/15/16 Lim & Tan ST Engineering 3.41 0 Hold
08/15/16 UOB Kay Hian ST Engineering 3.41 3.5 Buy PER21.4x FY16
08/16/16 DBS Vickers ST Engineering 3.34 3.55 Buy
08/17/16 UOB Kay Hian ST Engineering 3.32 3.6 Buy DDM, PER22x FY16
09/07/16 Macquarie ST Engineering 3.41 3.2 Neutral Sum of parts
09/16/16 UOB Kay Hian ST Engineering 3.27 3.6 Buy
10/14/16 CIMB ST Engineering 3.17 3.6 Add DCF & PER22x CY17
10/17/16 OCBC ST Engineering 3.18 3.13 Hold PER19x FY17
10/19/16 Lim & Tan ST Engineering 3.19 0 Hold
10/19/16 UOB Kay Hian ST Engineering 3.19 3.4 Buy DDM, PER23x FY16
11/10/16 Lim & Tan ST Engineering 3.07 0 Buy
11/11/16 CIMB ST Engineering 3.11 3.75 Add DCF & PER22x CY18
11/11/16 Credit Suisse ST Engineering 3.11 3 Neutral
11/11/16 DBS Vickers ST Engineering 3.11 3.5 Buy
11/11/16 OCBC ST Engineering 3.11 3.2 Hold
11/11/16 UOB Kay Hian ST Engineering 3.11 3.42 Buy DDM
11/22/16 Credit Suisse ST Engineering 3.21 4 Outperform
12/06/16 CIMB ST Engineering 3.36 3.75 Add
12/13/16 Kim Eng ST Engineering 3.4 3.17 Hold PER18x FY17
12/15/16 DBS Vickers ST Engineering 3.41 3.68 Buy
12/20/16 Lim & Tan ST Engineering 3.31 0 Buy
01/02/17 OCBC ST Engineering 3.3 3.2 Hold
01/03/17 UOB Kay Hian ST Engineering 3.23 3.42 Buy
01/05/17 Credit Suisse ST Engineering 3.3 4 Outperform
01/13/17 DBS Vickers ST Engineering 3.34 3.5 Buy
01/19/17 Lim & Tan ST Engineering 3.41 0 Buy
02/08/17 UOB Kay Hian ST Engineering 3.37 3.42 Buy
02/10/17 CIMB ST Engineering 3.36 3.75 Add DCF & PER22x CY18
02/10/17 Credit Suisse ST Engineering 3.36 4 Outperform
02/17/17 CIMB ST Engineering 3.4 3.82 Add DCF & PER22x
02/17/17 Lim & Tan ST Engineering 3.4 0 Buy
02/17/17 OCBC ST Engineering 3.4 3.2 Hold
02/17/17 UOB Kay Hian ST Engineering 3.4 3.7 Buy DDM, PER21x
03/13/17 Credit Suisse ST Engineering 3.66 4 Outperform
03/21/17 UOB Kay Hian ST Engineering 3.68 3.7 Buy
03/24/17 Kim Eng ST Engineering 3.64 3.17 Hold PER18x FY17
04/04/17 DBS Vickers ST Engineering 3.65 3.8 Buy
04/05/17 UOB Kay Hian ST Engineering 3.64 3.7 Buy
04/10/17 CIMB ST Engineering 3.65 3.82 Add
04/19/17 Credit Suisse ST Engineering 3.75 4 Outperform
04/19/17 Lim & Tan ST Engineering 3.75 0 Buy
05/15/17 CIMB ST Engineering 3.75 3.82 Add PER22x & DCF
05/15/17 Credit Suisse ST Engineering 3.75 4 Outperform
05/15/17 DBS Vickers ST Engineering 3.75 4.12 Buy DCF & PER23x
05/15/17 OCBC ST Engineering 3.75 3.7 Hold DCF
05/15/17 UOB Kay Hian ST Engineering 3.75 3.9 Hold DCF, PER22.7x FY17, Buy @ $3.60 or lower
05/16/17 Lim & Tan ST Engineering 3.71 0 Buy
06/06/17 UOB Kay Hian ST Engineering 3.73 3.9 Hold
06/16/17 DBS Vickers ST Engineering 3.72 4.12 Buy
07/24/17 CIMB ST Engineering 3.77 3.82 Add DCF & PER22x
07/27/17 DBS Vickers ST Engineering 3.79 4.12 Buy PER23x
08/02/17 DIR ST Engineering 3.8 4.46 Buy DCF
08/14/17 OCBC ST Engineering 3.7 3.61 Hold DCF
08/14/17 DIR ST Engineering 3.7 4.39 Buy DCF
08/14/17 UOB Kay Hian ST Engineering 3.7 3.8 Hold Buy @ $3.50
08/14/17 CIMB ST Engineering 3.7 3.82 Add DCF & PER22x CY18
08/14/17 DBS Vickers ST Engineering 3.7 3.8 Hold
08/14/17 Lim & Tan ST Engineering 3.7 0 Buy
08/15/17 Credit Suisse ST Engineering 3.68 4 Outperform
09/06/17 DMG & Partners ST Engineering 3.59 4.07 Buy DCF & PER23.3x FY18 & PB5.5x & EV/Ebitda16x
09/28/17 Lim & Tan ST Engineering 3.49 0 Buy
10/04/17 DIR ST Engineering 3.43 4.39 Buy DCF
10/12/17 Crucial Perspective ST Engineering 3.35 4.3 Outperform
10/25/17 Lim & Tan ST Engineering 3.38 0 Buy
10/27/17 UOB Kay Hian ST Engineering 3.46 3.8 Buy
11/08/17 Lim & Tan ST Engineering 3.47 0 Buy
11/09/17 DMG & Partners ST Engineering 3.41 4.04 Buy PER23x & PB5.5x & EV/Ebitda16x & DCF
11/09/17 UOB Kay Hian ST Engineering 3.41 3.8 Buy DCF
11/09/17 Credit Suisse ST Engineering 3.41 4 Outperform
11/09/17 OCBC ST Engineering 3.41 3.61 Hold
11/09/17 CIMB ST Engineering 3.41 3.85 Add PER22x CY19
11/09/17 DBS Vickers ST Engineering 3.41 3.7 Hold
12/20/17 CIMB ST Engineering 3.17 3.85 Add
01/05/18 DBS Vickers ST Engineering 3.3 3.7 Hold
01/18/18 CIMB ST Engineering 3.31 3.85 Add DCF & PER22x CY19
01/22/18 Lim & Tan ST Engineering 3.32 0 Buy
02/07/18 OCBC ST Engineering 3.23 4 Buy
02/07/18 CIMB ST Engineering 3.23 3.85 Add
02/20/18 DMG & Partners ST Engineering 3.35 4.2 Buy
02/26/18 CIMB ST Engineering 3.39 3.8 Add DCF, PER & Div yield
02/26/18 UOB Kay Hian ST Engineering 3.39 3.6 Hold DCF, Buy @ $3.20
02/26/18 DBS Vickers ST Engineering 3.39 3.9 Buy
02/26/18 Lim & Tan ST Engineering 3.39 0 Buy
02/27/18 DMG & Partners ST Engineering 3.44 4.04 Buy PER23x & PB5.5x & EV/Ebitda16x & DCF
03/02/18 Lim & Tan ST Engineering 3.38 0 Buy
03/05/18 CIMB ST Engineering 3.36 3.8 Add
03/09/18 UOB Kay Hian ST Engineering 3.38 3.6 Hold
03/12/18 Kim Eng ST Engineering 3.38 4.15 Buy DCF
03/13/18 Amfrasers ST Engineering 3.43 3.88 Buy
03/13/18 Credit Suisse ST Engineering 3.43 4 Outperform

Spindex - Stock calls


Date Analyst Company Last Target Call Valuation
04/11/16 DBS Vickers Spindex 0.745 0.99 Not Rated PER6x FY16
07/28/17 Lim & Tan Spindex 0.985 0 Buy
08/22/17 Lim & Tan Spindex 1.165 0 Buy
09/22/17 SI Research Spindex 1.11 1.46 Buy PER12x

Stock calls for 14 March 2018


Date Analyst Company Last Target Call Valuation
03/14/18 DBS Vickers Bumitama 0.715 0.94 Buy
03/14/18 Lim & Tan CapitaCommercial 1.77 0 Buy
03/14/18 DBS Vickers First Resources 1.75 2.18 Buy
03/14/18 Kim Eng M1 1.78 1.63 Sell DCF
03/14/18 OCBC Netlink 0.82 0.91 Buy DDM
03/14/18 UOB Kay Hian Oxley 0.56 0.74 Buy
03/14/18 DBS Vickers Perennial Reit 0.875 1.05 Buy
03/14/18 Kim Eng Singtel 3.41 3.69 Hold Sum of parts
03/14/18 UOB Kay Hian SPH 2.56 2.39 Sell Sum of parts
03/14/18 Kim Eng Starhub 2.44 2.27 Sell DCF
03/14/18 DBS Vickers Wilmar 3.23 3.65 Buy

A brilliant scientist, Stephen Hawking, has just passed away.

https://sg.news.yahoo.com/physicist-stephen-hawking-conquered-stars-dies-76-042537452.html

The world has just lost a brilliant man but Stephen may have just found his freedom in another world as he is no longer confined to a wheelchair.

Goodbye, Stephen! You will always be remembered.

US-China trade war is rising!

https://finance.yahoo.com/news/trump-could-hit-china-tariffs-195214971.html

The USA will impose intellectual properties tariffs on China and China will definitely retaliate.

There will be collateral damages for other countries that trade with US and China and Singapore won't be spared.

Tuesday, March 13, 2018

Libor-OIS spread is at a 6-year high. Is the financial crisis coming back again?

http://westdollar.com/sbdm/forex/news/1130,20180312842335989.html


Both the TED spread and Libor-OIS spread will indicate stresses in the banking and financial sectors because both spreads show the bank borrowing rates for each other.  When the spreads are high, it means that the banks don't trust each other and are unwilling to lend to each other at low rates.

The Libor-OIS spread is at a 6-year high now which is a warning sign that other interest rates will increase dramatically.  Therefore, analysts have to watch out for such spreads for any impending financial crisis.

SPH Reit - Stock calls


Date Analyst Company Last Target Call Valuation
01/06/16 CIMB SPH Reit 0.955 1.05 Hold DDM
01/06/16 Lim & Tan SPH Reit 0.955 0 Hold
01/06/16 OCBC SPH Reit 0.955 0.99 Hold
01/07/16 Credit Suisse SPH Reit 0.955 1.02 Neutral
01/07/16 DBS Vickers SPH Reit 0.955 0.99 Hold DCF
04/05/16 CIMB SPH Reit 0.97 1.05 Hold DDM
04/05/16 DBS Vickers SPH Reit 0.97 0.99 Hold
04/05/16 Lim & Tan SPH Reit 0.97 0 Hold
04/05/16 OCBC SPH Reit 0.97 0.99 Hold
04/13/16 Kim Eng SPH Reit 0.945 1.01 Not Rated
07/08/16 CIMB SPH Reit 0.94 1.03 Hold DDM
07/08/16 DBS Vickers SPH Reit 0.94 0.99 Hold
07/08/16 Lim & Tan SPH Reit 0.94 0 Hold
07/08/16 OCBC SPH Reit 0.94 0.99 Hold
07/12/16 Credit Suisse SPH Reit 0.95 1.02 Neutral
07/19/16 Credit Suisse SPH Reit 0.95 1.04 Neutral
08/03/16 OCBC SPH Reit 0.945 1.05 Buy
08/16/16 DBS Vickers SPH Reit 0.96 0.99 Hold
08/31/16 Credit Suisse SPH Reit 0.965 1.04 Neutral
10/07/16 DBS Vickers SPH Reit 1 1 Hold DCF
10/07/16 Lim & Tan SPH Reit 1 0 Hold
10/07/16 OCBC SPH Reit 1 1.05 Buy
10/10/16 CIMB SPH Reit 0.995 1.05 Hold DDM
11/08/16 OCBC SPH Reit 0.965 1.05 Buy
12/05/16 Lim & Tan SPH Reit 0.95 0 Buy on weakness
12/05/16 OCBC SPH Reit 0.95 1.06 Buy
01/09/17 DBS Vickers SPH Reit 0.965 1 Hold DCF
01/12/17 CIMB SPH Reit 0.97 0.95 Hold DDM
01/12/17 Lim & Tan SPH Reit 0.97 0 Hold
01/12/17 OCBC SPH Reit 0.97 1.04 Buy
01/13/17 Credit Suisse SPH Reit 0.975 1.04 Neutral
02/09/17 Credit Suisse SPH Reit 0.975 1.04 Neutral
03/16/17 DBS Vickers SPH Reit 0.965 1.03 Buy
04/04/17 DBS Vickers SPH Reit 0.98 1.03 Buy
04/11/17 CIMB SPH Reit 0.975 1.01 Hold DDM
04/11/17 Credit Suisse SPH Reit 0.975 1.04 Neutral
04/11/17 DBS Vickers SPH Reit 0.975 1.04 Buy DCF
04/11/17 Lim & Tan SPH Reit 0.975 0 Buy on weakness
04/11/17 OCBC SPH Reit 0.975 1.08 Buy DDM
06/14/17 DBS Vickers SPH Reit 0.995 1.04 Buy
07/13/17 OCBC SPH Reit 0.995 1.08 Buy
07/13/17 Credit Suisse SPH Reit 0.995 1.01 Neutral
07/13/17 CIMB SPH Reit 0.995 1.04 Hold DDM
07/13/17 Lim & Tan SPH Reit 0.995 0 Hold
07/14/17 DBS Vickers SPH Reit 0.995 1.04 Buy DCF
10/10/17 OCBC SPH Reit 1.005 1.08 Buy DDM
10/10/17 CIMB SPH Reit 1.005 1.06 Hold DDM
10/10/17 DBS Vickers SPH Reit 1.005 1.07 Buy DCF
12/01/17 Lim & Tan SPH Reit 1.05 0 Hold
12/13/17 DBS Vickers SPH Reit 1.04 1.07 Hold DCF
01/02/18 Kim Eng SPH Reit 1.05 1 Hold DDM
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
01/09/18 DBS Vickers SPH Reit 1.07 1.07 Hold DCF

SPH - Stock calls


Date Analyst Company Last Target Call Valuation
01/13/16 CIMB SPH 3.67 3.61 Reduce Sum of parts
01/13/16 DBS Vickers SPH 3.67 3.51 Fully Valued
01/13/16 Lim & Tan SPH 3.67 0 Hold Buy @ $3.60 or lower
01/13/16 OCBC SPH 3.67 3.78 Hold
01/13/16 UOB Kay Hian SPH 3.67 3.85 Hold Sum of parts, Buy @ $3.40 or lower
01/29/16 DBS Vickers SPH 3.51 3.51 Hold Sum of parts
03/22/16 UOB Kay Hian SPH 4.04 3.9 Hold Sum of parts, Buy @ $3.60 or lower
04/13/16 CIMB SPH 3.99 3.71 Reduce Sum of parts
04/13/16 DBS Vickers SPH 3.99 3.51 Hold
04/13/16 Lim & Tan SPH 3.99 0 Hold
04/13/16 OCBC SPH 3.99 3.78 Hold
04/13/16 UOB Kay Hian SPH 3.99 3.9 Hold Sum of parts, Buy @ $3.60 or lower
04/14/16 DBS Vickers SPH 4.04 3.5 Fully Valued Sum of parts
06/09/16 UOB Kay Hian SPH 3.93 3.9 Hold Buy @ $3.60
07/18/16 CIMB SPH 4.07 3.58 Reduce Sum of parts
07/18/16 DBS Vickers SPH 4.07 3.5 Fully Valued
07/18/16 OCBC SPH 4.07 3.41 Sell
07/18/16 UOB Kay Hian SPH 4.07 3.8 Hold Sum of parts, Buy @ $3.60
09/01/16 UOB Kay Hian SPH 3.77 3.8 Hold Sum of parts
10/10/16 UBS SPH 3.82 3.46 Sell Cut from $3.55
10/17/16 CIMB SPH 3.76 3.35 Reduce Sum of parts
10/17/16 DBS Vickers SPH 3.76 3.44 Fully Valued Sum of parts
10/17/16 Lim & Tan SPH 3.76 0 Hold
10/17/16 OCBC SPH 3.76 3.41 Sell
10/17/16 UOB Kay Hian SPH 3.76 3.29 Sell DCF
12/01/16 Morgan Stanley SPH 3.75 3.5 Underweight
12/06/16 CIMB SPH 3.76 3.35 Reduce Sum of parts
01/16/17 CIMB SPH 3.69 3.31 Reduce Sum of parts
01/16/17 Lim & Tan SPH 3.69 0 Avoid
01/16/17 OCBC SPH 3.69 3.41 Sell
01/16/17 UOB Kay Hian SPH 3.69 3.29 Sell Sum of parts
01/17/17 DBS Vickers SPH 3.56 3.32 Fully Valued Sum of parts
03/20/17 CIMB SPH 3.53 3.36 Hold Sum of parts
03/20/17 DBS Vickers SPH 3.53 3.39 Hold Sum of parts
03/20/17 UOB Kay Hian SPH 3.53 3.29 Sell
04/13/17 CIMB SPH 3.52 3.36 Hold Sum of parts
04/13/17 Lim & Tan SPH 3.52 0 Hold
04/13/17 OCBC SPH 3.52 3.41 Sell
04/13/17 UOB Kay Hian SPH 3.52 3.29 Sell Sum of parts
04/18/17 DBS Vickers SPH 3.41 3.39 Hold Sum of parts
04/26/17 CIMB SPH 3.45 3.36 Hold Sum of parts
04/26/17 OCBC SPH 3.45 3.41 Hold
05/17/17 UOB Kay Hian SPH 3.37 3.29 Sell
06/05/17 Lim & Tan SPH 3.24 0 Hold
06/09/17 UOB Kay Hian SPH 3.24 2.9 Sell Sum of parts
06/14/17 DBS Vickers SPH 3.17 3.39 Hold
06/14/17 UOB Kay Hian SPH 3.17 3.39 Hold
06/15/17 CIMB SPH 3.16 3.36 Hold Sum of parts
06/15/17 Lim & Tan SPH 3.16 0 Hold
06/22/17 OCBC SPH 3.22 3.34 Hold
07/17/17 UOB Kay Hian SPH 3.11 2.9 Hold Sum of parts, Buy @ $2.75
07/17/17 OCBC SPH 3.11 3.25 Hold
07/17/17 CIMB SPH 3.11 3.22 Hold Sum of parts
07/17/17 DBS Vickers SPH 3.11 2.79 Fully Valued Sum of parts
07/18/17 Lim & Tan SPH 3.03 0 Hold
08/23/17 UOB Kay Hian SPH 2.78 2.85 Hold Sum of parts, Buy @ $2.60
09/11/17 CIMB SPH 2.74 2.38 Reduce Sum of parts (15% discount)
09/21/17 OCBC SPH 2.63 3.25 Buy
10/12/17 CIMB SPH 2.69 2.38 Reduce Sum of parts (15% discount)
10/12/17 UOB Kay Hian SPH 2.69 2.38 Sell Sum of parts (10% discount)
10/12/17 Lim & Tan SPH 2.69 0 Hold
10/13/17 OCBC SPH 2.72 2.93 Hold
10/13/17 DBS Vickers SPH 2.72 2.79 Hold Sum of parts
11/09/17 UOB Kay Hian SPH 2.68 2.38 Sell
12/05/17 UOB Kay Hian SPH 2.79 2.42 Sell Sum of parts
12/05/17 Lim & Tan SPH 2.79 0 Hold
12/20/17 CIMB SPH 2.61 2.38 Reduce
01/15/18 CIMB SPH 2.63 2.49 Hold Sum of parts, PER18.6x FY19
01/15/18 UOB Kay Hian SPH 2.63 2.42 Sell Sum of parts
01/15/18 Lim & Tan SPH 2.63 0 Hold
01/16/18 DBS Vickers SPH 2.71 2.78 Hold Sum of parts
01/17/18 OCBC SPH 2.71 2.51 Hold Sum of parts (10% discount)
03/05/18 UOB Kay Hian SPH 2.55 2.42 Sell

Spackman - Stock calls


Date Analyst Company Last Target Call Valuation
10/13/16 DMG & Partners Spackman 0.113 0.22 Buy PER15x FY17
12/27/16 DMG & Partners Spackman 0.19 0.32 Buy
01/03/17 DMG & Partners Spackman 0.19 0.32 Buy PER18x FY17
04/06/17 DMG & Partners Spackman 0.161 0.27 Buy PER18x FY17
05/16/17 DMG & Partners Spackman 0.149 0.27 Buy DCF, PER18x FY17
08/16/17 DMG & Partners Spackman 0.102 0.23 Buy DCF, PER18x FY17
10/12/17 DMG & Partners Spackman 0.121 0.2 Buy DCF, PER16x FY17
11/16/17 DMG & Partners Spackman 0.112 0.2 Buy DCF, PER15x FY18