New Launch - One Sophia For Sale!

New Launch - One Sophia For Sale!
Please click the advertisement for more information.

Search This Blog

Thursday, May 3, 2018

City Developments - Stock calls


Date Analyst Company Last Target Call Valuation
01/03/17 DMG & Partners City Developments 8.28 9.36 Buy RNAV (30% discount)
01/04/17 UOB Kay Hian City Developments 8.31 10.36 Buy
01/05/17 Credit Suisse City Developments 8.39 11.3 Outperform
01/09/17 DBS Vickers City Developments 8.47 9.9 Buy RNAV (20% discount)
01/11/17 Kim Eng City Developments 8.64 8.9 Hold
01/12/17 CIMB City Developments 8.69 10.4 Add
01/13/17 DIR City Developments 8.73 10.75 Buy Sum of parts (20% discount)
01/17/17 DMG & Partners City Developments 8.86 9.7 Buy RNAV (30% discount)
01/17/17 Jefferies City Developments 8.86 8.5 Hold
02/03/17 DMG & Partners City Developments 9.26 9.7 Buy RNAV (30% discount)
02/06/17 phillip City Developments 9.42 9.98 Accumulate
02/08/17 Credit Suisse City Developments 9.59 11.3 Outperform
02/17/17 DBS Vickers City Developments 9.17 9.9 Buy
02/17/17 Deutsche City Developments 9.17 10.8 Buy
02/24/17 CIMB City Developments 9.66 10.51 Add RNAV (25% discount)
02/24/17 Credit Suisse City Developments 9.66 11.6 Outperform
02/24/17 DBS Vickers City Developments 9.66 10.52 Buy RNAV (20% discount)
02/24/17 Deutsche City Developments 9.66 10.8 Buy
02/24/17 DIR City Developments 9.66 10.9 Buy
02/24/17 DMG & Partners City Developments 9.66 10.5 Buy RNAV (25% discount)
02/24/17 Kim Eng City Developments 9.66 9 Hold RNAV (25% discount)
02/24/17 Lim & Tan City Developments 9.66 0 Buy
02/24/17 OCBC City Developments 9.66 10.5 Buy
02/24/17 phillip City Developments 9.66 10.4 Accumulate RNAV (20% discount)
02/24/17 UOB Kay Hian City Developments 9.66 10.36 Hold RNAV (20% discount), Buy @ $8.80
03/13/17 CIMB City Developments 10.15 10.51 Add
03/13/17 Credit Suisse City Developments 10.15 11.6 Outperform
03/13/17 Kim Eng City Developments 10.15 9 Hold
03/13/17 UOB Kay Hian City Developments 10.15 11.4 Buy
03/14/17 UBS City Developments 10.5 11.5 Buy
03/16/17 Kim Eng City Developments 10.23 9.8 Hold
03/23/17 DMG & Partners City Developments 10.23 11.3 Buy RNAV (20% discount)
04/27/17 phillip City Developments 10.72 10.4 Accumulate
04/27/17 JP Morgan City Developments 10.72 12.3 Overweight
05/12/17 CIMB City Developments 10.85 11.63 Add RNAV (20% discount)
05/12/17 Credit Suisse City Developments 10.85 11.9 Outperform
05/12/17 Deutsche City Developments 10.85 12.7 Buy
05/12/17 DIR City Developments 10.85 11.43 Outperform RNAV (20% discount)
05/12/17 DMG & Partners City Developments 10.85 11.3 Take Profit
05/12/17 Kim Eng City Developments 10.85 9.8 Hold RNAV (18% discount)
05/12/17 UOB Kay Hian City Developments 10.85 11.4 Hold RNAV (12% discount)
05/15/17 DBS Vickers City Developments 10.58 12.63 Buy RNAV, PB1.2x
05/15/17 OCBC City Developments 10.58 10.5 Hold
05/15/17 phillip City Developments 10.58 11.07 Accumulate RNAV (15% discount)
05/29/17 Kim Eng City Developments 10.6 12.05 Buy RNAV (11% discount)
06/09/17 Deutsche City Developments 10.76 12.7 Buy Sum of parts
06/09/17 Jefferies City Developments 10.76 11.5 Hold
06/16/17 CIMB City Developments 10.63 11.63 Add
06/16/17 Kim Eng City Developments 10.63 12.05 Buy
07/11/17 Kim Eng City Developments 10.82 12.05 Buy
07/18/17 JP Morgan City Developments 10.97 12.3 Overweight
07/27/17 DBS Vickers City Developments 11.26 12.63 Buy RNAV (15% discount), PB1.2x
08/11/17 OCBC City Developments 11.67 10.5 Hold
08/14/17 phillip City Developments 11.14 12.1 Accumulate RNAV (15% discount)
08/14/17 UOB Kay Hian City Developments 11.14 11.4 Hold RNAV (12% discount), Buy @ $9.7
08/14/17 OCBC City Developments 11.14 12.39 Buy
08/14/17 CIMB City Developments 11.14 12.54 Add RNAV (20% discount)
08/14/17 Kim Eng City Developments 11.14 12.05 Buy RNAV (11% discount)
08/15/17 Credit Suisse City Developments 11.53 12.7 Outperform
08/15/17 DBS Vickers City Developments 11.53 12.63 Buy RNAV, PB1.2x
09/05/17 CIMB City Developments 11.65 12.54 Add
09/12/17 DBS Vickers City Developments 11.58 12.63 Buy
09/18/17 UOB Kay Hian City Developments 11.25 11.4 Hold
09/25/17 Kim Eng City Developments 11.23 12.05 Buy
09/28/17 OCBC City Developments 11.29 12.39 Buy
09/29/17 DIR City Developments 11.19 12.82 Outperform Sum of parts
10/03/17 CIMB City Developments 11.48 12.54 Add
10/05/17 DIR City Developments 11.42 12.85 Outperform RNAV (10% discount)
10/06/17 Lim & Tan City Developments 11.41 0 Buy
10/09/17 OCBC City Developments 11.6 12.9 Buy
10/09/17 Kim Eng City Developments 11.6 13.6 Buy RNAV
10/10/17 phillip City Developments 11.75 12.1 Accumulate RNAV (15% discount)
10/11/17 DBS Vickers City Developments 11.85 12.63 Buy RNAV, PB1.2x
11/10/17 Kim Eng City Developments 12.14 13.8 Buy RNAV
11/10/17 UOB Kay Hian City Developments 12.14 11.4 Hold RNAV (12% discount), Buy @ $9.7
11/10/17 CIMB City Developments 12.14 13.15 Add RNAV (20% discount)
11/10/17 DBS Vickers City Developments 12.14 14.03 Buy RNAV, PB1.2x
11/10/17 Deutsche City Developments 12.14 12.7 Buy
11/13/17 phillip City Developments 12.2 12.1 Accumulate RNAV (15% discount), Potential upside $13.50
11/13/17 OCBC City Developments 12.2 13.5 Buy
11/20/17 Lim & Tan City Developments 12.11 0 Buy
11/27/17 DBS Vickers City Developments 12.24 14.03 Buy RNAV, PB1.2x
11/27/17 Macquarie City Developments 12.24 14.05 Outperform
12/01/17 UOB Kay Hian City Developments 12.11 14.03 Buy RNAV
12/07/17 Lim & Tan City Developments 11.78 0 Buy
12/11/17 CIMB City Developments 12.31 13.15 Add RNAV (20% discount)
12/12/17 phillip City Developments 12.57 12.1 Accumulate RNAV (15% discount)
12/14/17 OCBC City Developments 12.65 13.5 Buy RNAV (20% discount)
12/18/17 DBS Vickers City Developments 12.15 14.03 Buy
12/18/17 Kim Eng City Developments 12.15 13.8 Buy
01/04/18 UOB Kay Hian City Developments 12.84 14.03 Buy
01/05/18 Jefferies City Developments 12.86 14.8 Buy
01/15/18 OCBC City Developments 13.04 15.3 Buy RNAV (10% discount)
01/16/18 CIMB City Developments 13.46 13.15 Add
01/16/18 Kim Eng City Developments 13.46 13.8 Buy RNAV (6% discount), PB1.26x
01/16/18 Deutsche City Developments 13.46 16 Buy
02/07/18 OCBC City Developments 12.76 15.3 Buy
02/07/18 Credit Suisse City Developments 12.76 16.3 Outperform
02/13/18 UOB Kay Hian City Developments 12.31 14.03 Buy RNAV
02/19/18 DBS Vickers City Developments 12.72 14.03 Buy
03/01/18 Kim Eng City Developments 12.76 14.2 Buy RNAV
03/01/18 UOB Kay Hian City Developments 12.76 14.03 Buy RNAV
03/01/18 OCBC City Developments 12.76 15.91 Buy RNAV
03/01/18 CIMB City Developments 12.76 13.44 Add RNAV (20% discount)
03/05/18 phillip City Developments 12.69 13.4 Accumulate RNAV (15% discount), PB1.29x FY18
03/05/18 Credit Suisse City Developments 12.69 16.5 Outperform
03/09/18 DBS Vickers City Developments 12.94 15.4 Buy RNAV, PB1.2x
03/20/18 DMG & Partners City Developments 13.25 15 Buy RNAV (10% discount), Up froM $14.12 (RNAV 20% discount)
04/02/18 CIMB City Developments 13 13.44 Add RNAV (20% discount)
04/03/18 OCBC City Developments 13.2 15.91 Buy
04/03/18 UOB Kay Hian City Developments 13.2 14.03 Buy
04/03/18 DBS Vickers City Developments 13.2 15.4 Buy
04/10/18 DMG & Partners City Developments 12.87 15 Buy
04/11/18 Kim Eng City Developments 12.73 14.2 Buy
04/13/18 Deutsche City Developments 12.57 16 Buy
05/03/18 UOB Kay Hian City Developments 12.55 14.03 Buy
Posted by at No comments:

Citic Envirotech - Stock calls


Date Analyst Company Last Target Call Valuation
02/14/17 DBS Vickers Citic Envirotech 0.82 0.8 Hold Sum of parts, Stock split 1 into 2
03/02/17 CIMB Citic Envirotech 0.77 0.93 Add DCF
03/02/17 DBS Vickers Citic Envirotech 0.77 0.92 Buy Sum of parts
03/29/17 UOB Kay Hian Citic Envirotech 0.83 1.1 Buy DCF
04/03/17 UOB Kay Hian Citic Envirotech 0.83 1.1 Buy DCF
04/27/17 CIMB Citic Envirotech 0.785 0.93 Add DCF
05/03/17 UOB Kay Hian Citic Envirotech 0.77 1.1 Buy
07/03/17 UOB Kay Hian Citic Envirotech 0.73 1.1 Buy DCF
08/08/17 UOB Kay Hian Citic Envirotech 0.715 1.1 Buy DCF
09/05/17 UOB Kay Hian Citic Envirotech 0.735 1.1 Buy DCF
10/04/17 UOB Kay Hian Citic Envirotech 0.745 1.1 Buy DCF
10/11/17 DBS Vickers Citic Envirotech 0.735 0.8 Hold PER25x
11/02/17 UOB Kay Hian Citic Envirotech 0.79 1.1 Buy DCF
12/06/17 UOB Kay Hian Citic Envirotech 0.725 1.1 Buy DCF
12/29/17 DBS Vickers Citic Envirotech 0.755 0.8 Hold
01/04/18 UOB Kay Hian Citic Envirotech 0.75 1.1 Buy
01/09/18 UOB Kay Hian Citic Envirotech 0.74 1.09 Buy DCF
02/12/18 UOB Kay Hian Citic Envirotech 0.705 1.11 Buy DCF, PER11.1x FY19
02/28/18 UOB Kay Hian Citic Envirotech 0.755 1.06 Buy DCF, PER11.6x FY19
03/02/18 UOB Kay Hian Citic Envirotech 0.735 1.06 Buy
04/03/18 UOB Kay Hian Citic Envirotech 0.715 1.06 Buy DCF, PER11.6x FY19
05/03/18 UOB Kay Hian Citic Envirotech 0.705 1.06 Buy
Posted by at No comments:

Chip Eng Seng - Stock calls


Date Analyst Company Last Target Call Valuation
02/21/17 phillip Chip Eng Seng 0.72 0.81 Accumulate RNAV (50% discount)
03/07/17 phillip Chip Eng Seng 0.725 0.87 Accumulate RNAV (50% discount)
05/08/17 phillip Chip Eng Seng 0.7 0.9 Buy RNAV (50% discount)
08/10/17 phillip Chip Eng Seng 0.73 0.9 Buy RNAV (50% discount)
10/17/17 DBS Vickers Chip Eng Seng 0.9 1.18 Buy Sum of parts
11/03/17 DBS Vickers Chip Eng Seng 0.97 1.18 Buy Sum of parts
11/09/17 phillip Chip Eng Seng 0.96 1.21 Buy RNAV (40% discount)
12/06/17 DBS Vickers Chip Eng Seng 0.885 1.18 Buy Sum of parts, RNAV (45% discount)
02/01/18 DBS Vickers Chip Eng Seng 1.01 1.18 Buy Sum of parts
02/19/18 phillip Chip Eng Seng 0.955 1.21 Buy RNAV (40% discount)
03/20/18 UOB Kay Hian Chip Eng Seng 0.94 1.38 Buy Sum of parts
03/20/18 DBS Vickers Chip Eng Seng 0.94 1.18 Buy Sum of parts
Posted by at No comments:

Stock calls for 3 May 2018


Date Analyst Company Last Target Call Valuation
05/03/18 Phillip Capitaland 3.76 4.19 Accumulate RNAV (20% discount)
05/03/18 UOB Kay Hian Citic Envirotech 0.705 1.06 Buy
05/03/18 UOB Kay Hian City Developments 12.55 14.03 Buy
05/03/18 DBS Vickers Cityneon 1.05 1.6 Buy PER14.4x FY18
05/03/18 CIMB Cityneon 1.05 1.58 Add PER14x CY19
05/03/18 DBS Vickers Hi-P 1.69 1.8 Hold PER13.3x FY18
05/03/18 Lim & Tan Hi-P 1.69 0 Sell
05/03/18 DBS Vickers Hong Leong Finance 2.8 3.2 Buy GGM
05/03/18 UOB Kay Hian Keppel Corp 8.15 9 Buy
05/03/18 OCBC Keppel Corp 8.15 9.4 Buy
05/03/18 UOB Kay Hian OCBC 13.86 16.02 Buy
05/03/18 CIMB OUE Hospitality 0.82 0.92 Add DDM
05/03/18 DMG & Partners OUE Hospitality 0.82 0.95 Buy DDM
05/03/18 OCBC OUE Hospitality 0.82 0.84 Hold Buy @ $0.78 or lower
05/03/18 UOB Kay Hian Singtel 3.5 4.35 Buy DCF
05/03/18 Jefferies UOB 29.99 34 Buy
05/03/18 DMG & Partners UOB 29.99 33.3 Buy
05/03/18 UOB Kay Hian Wing Tai 2.05 2.78 Buy RNAV (20% discount)
05/03/18 DMG & Partners Yoma 0.43 0.66 Buy Sum of parts
Posted by at No comments:

Wednesday, May 2, 2018

China Sunsine - Stock calls


Date Analyst Company Last Target Call Valuation
06/05/17 NRA China Sunsine 0.785 1.245 Overweight PER12x FY17
10/27/17 Amfrasers China Sunsine 1 1.39 Buy PER10x FY18
01/22/18 CIMB China Sunsine 1.04 1.5 Add PER9.8x CY19
01/29/18 phillip China Sunsine 1.11 1.6 Buy FCFE, PER10x FY18
01/29/18 Amfrasers China Sunsine 1.11 1.39 Buy PER10x FY18
02/07/18 CIMB China Sunsine 1.13 1.5 Add
03/05/18 CIMB China Sunsine 1.35 1.62 Add PER9.8x CY19
03/05/18 phillip China Sunsine 1.35 1.6 Buy FCFE
04/05/18 CIMB China Sunsine 1.25 1.62 Add PER9.8x FY19
04/27/18 CIMB China Sunsine 1.5 1.87 Add PER9.8x FY19
04/30/18 phillip China Sunsine 1.48 1.97 Buy FCFE
Posted by at No comments:

China Jinjiang - Stock calls


Date Analyst Company Last Target Call Valuation
03/22/17 CIMB China Jinjiang 0.845 1.1 Add DCF
04/27/17 CIMB China Jinjiang 0.91 1.1 Add DCF
05/26/17 CIMB China Jinjiang 0.89 1.1 Add DCF
08/21/17 CIMB China Jinjiang 0.79 1.1 Add DCF
03/08/18 CIMB China Jinjiang 0.59 0.85 Add DCF
Posted by at No comments:

Stock calls for 2 May 2018


Date Analyst Company Last Target Call Valuation
05/02/18 UOB Kay Hian A-Reit 2.67 3.05 Buy
05/02/18 UOB Kay Hian CapitaCommercial 1.82 2.09 Buy
05/02/18 DBS Vickers Capitaland 3.76 4.35 Buy
05/02/18 OCBC Capitaland 3.76 4.26 Buy RNAV
05/02/18 DMG & Partners Capitaland 3.76 4.2 Buy RNAV (15% discount)
05/02/18 UOB Kay Hian Capitaland 3.76 4.3 Buy RNAV (15% discount)
05/02/18 DIR Capitaland 3.76 4.1 Outperform RNAV (20% discount)
05/02/18 CIMB Capitaland 3.76 4.37 Add RNAV (20% discount)
05/02/18 Kim Eng Capitaland 3.76 4.1 Buy
05/02/18 UOB Kay Hian CDL Hospitality 1.78 1.95 Buy
05/02/18 DMG & Partners CDL Hospitality 1.78 1.95 Buy DDM
05/02/18 OCBC CDL Hospitality 1.78 1.6 Hold
05/02/18 CIMB CDL Hospitality 1.78 1.92 Add DDM
05/02/18 Amfrasers Comfortdelgro 2.25 2.72 Buy PER19x FY18
05/02/18 UOB Kay Hian CSE Global 0.415 0.58 Buy PER15x FY19
05/02/18 phillip DBS 30.84 32.7 Accumulate GGM, PB1.8x FY18
05/02/18 UOB Kay Hian DBS 30.84 35.5 Buy GGM, PB1.82x FY19
05/02/18 DMG & Partners DBS 30.84 29.6 Neutral GGM, PB1.51x (ex-div)
05/02/18 CIMB DBS 30.84 34 Add GGM, PB1.8x FY18
05/02/18 Lim & Tan DBS 30.84 0 Buy on weakness
05/02/18 Kim Eng DBS 30.84 30.8 Hold GGM, PB1.6 FY18
05/02/18 DBS Vickers Indofood Agri 0.32 0.36 Hold DCF
05/02/18 DMG & Partners Manulife US Reit 0.95 1 Buy DDM
05/02/18 UOB Kay Hian Manulife US Reit 0.95 1.12 Buy
05/02/18 CIMB Mapletree Industrial 2.03 2.12 Add
05/02/18 CIMB Mapletree Logistics 1.27 1.39 Add DDM
05/02/18 Phillip Micro-Mechanics 1.82 2.3 Buy PER17x FY18
05/02/18 DMG & Partners Moya Asia 0.1 0.15 Buy DCF
05/02/18 CIMB Parkway Life 2.79 3.07 Hold DDM
05/02/18 UOB Kay Hian Parkway Life 2.79 3.32 Buy DDM
05/02/18 Phillip Raffles Medical 1.15 1.32 Accumulate DCF
05/02/18 UOB Kay Hian Raffles Medical 1.15 1.32 Buy DCF
05/02/18 DMG & Partners Raffles Medical 1.15 1.02 Sell DCF
05/02/18 OCBC Raffles Medical 1.15 1.26 Buy
05/02/18 CIMB Raffles Medical 1.15 1.24 Hold Sum of parts
05/02/18 Kim Eng Raffles Medical 1.15 1.13 Hold
05/02/18 phillip Sheng Siong 1.02 1.13 Accumulate PER23x FY18
05/02/18 CIMB Sheng Siong 1.02 1.18 Add PER22.3x FY19
05/02/18 DBS Vickers SPH Reit 0.99 1.07 Buy
05/02/18 CIMB SPH Reit 0.99 1.07 Hold DDM
05/02/18 OCBC SPH Reit 0.99 1.02 Hold
05/02/18 DBS Vickers Yangzijiang 1.17 1.82 Buy Sum of parts
Posted by at No comments:

Midas is facing bankruptcy now!

https://www.theedgesingapore.com/midas-board-aims-salvage-parent-company

The problem with Midas is it doesn't know how much debts it has as it is a guarantor of a lot of debts.

Basically, this is a foregone case and lawsuits are coming.


Posted by at No comments:

Monday, April 30, 2018

China Everbright - Stock calls


Date Analyst Company Last Target Call Valuation
01/03/17 DMG & Partners China Everbright 0.5 0.62 Buy
02/27/17 phillip China Everbright 0.435 0.56 Buy PER17.4x
02/28/17 DMG & Partners China Everbright 0.44 0.54 Buy DCF
03/13/17 DBS Vickers China Everbright 0.44 0.64 Buy PER24x
03/30/17 DMG & Partners China Everbright 0.475 0.54 Buy
04/03/17 DBS Vickers China Everbright 0.475 0.64 Buy
05/15/17 DBS Vickers China Everbright 0.48 0.64 Buy PER24x
05/15/17 phillip China Everbright 0.48 0.57 Accumulate PER16.7x
08/08/17 DMG & Partners China Everbright 0.475 0.54 Buy DCF
08/10/17 phillip China Everbright 0.485 0.61 Buy PER17.1x
08/10/17 DBS Vickers China Everbright 0.485 0.65 Buy PER24x FY18
10/11/17 DBS Vickers China Everbright 0.465 0.65 Buy PER24x FY18
10/20/17 phillip China Everbright 0.46 0.54 Buy PER15.9x
11/15/17 DMG & Partners China Everbright 0.45 0.54 Buy DCF
11/17/17 phillip China Everbright 0.445 0.59 Buy PER17.4x FY18
03/02/18 DBS Vickers China Everbright 0.45 0.65 Buy
03/02/18 phillip China Everbright 0.45 0.6 Buy PER12.5x
Posted by at No comments:

China Aviation Oil - Stock calls


Date Analyst Company Last Target Call Valuation
01/03/17 UOB Kay Hian China Aviation Oil 1.4 1.9 Buy
01/05/17 UOB Kay Hian China Aviation Oil 1.4 2.01 Buy PER14.4x FY17
01/13/17 DBS Vickers China Aviation Oil 1.505 1.7 Buy
01/17/17 CIMB China Aviation Oil 1.505 2 Add PER13x CY18
02/24/17 DBS Vickers China Aviation Oil 1.51 1.85 Buy PER12x FY18
02/24/17 UOB Kay Hian China Aviation Oil 1.51 2.21 Buy PER14.4x FY17
02/27/17 CIMB China Aviation Oil 1.525 2.28 Add PER13x FY18
02/27/17 phillip China Aviation Oil 1.525 2 Buy PER11.7x FY17
02/28/17 Edison China Aviation Oil 1.525 2.04 Buy DCF
03/02/17 UOB Kay Hian China Aviation Oil 1.525 2.21 Buy
03/03/17 DMG & Partners China Aviation Oil 1.5 1.83 Buy PER11.2x FY17, PEG1x FY17
03/17/17 DBS Vickers China Aviation Oil 1.475 1.85 Buy
03/24/17 CIMB China Aviation Oil 1.465 2.28 Add PER13x FY18
04/03/17 UOB Kay Hian China Aviation Oil 1.525 2.21 Buy
04/10/17 CIMB China Aviation Oil 1.64 2.28 Add PER13x FY18
04/20/17 UOB Kay Hian China Aviation Oil 1.63 2.26 Buy PER14.4x FY17
04/21/17 phillip China Aviation Oil 1.635 2 Buy PER11.7x
04/26/17 DMG & Partners China Aviation Oil 1.625 1.9 Buy PER11.3x FY17, PEG0.68x FY17
05/03/17 UOB Kay Hian China Aviation Oil 1.62 2.26 Buy
05/31/17 CIMB China Aviation Oil 1.685 2.28 Add
06/09/17 CIMB China Aviation Oil 1.65 2.2 Buy PER13x FY18
06/13/17 UOB Kay Hian China Aviation Oil 1.685 2.01 Buy
06/28/17 DMG & Partners China Aviation Oil 1.665 1.9 Buy PER11.3x FY17, PEG0.68x FY17
07/03/17 UOB Kay Hian China Aviation Oil 1.67 2.26 Buy PER14.4x FY17
07/27/17 DBS Vickers China Aviation Oil 1.765 1.85 Buy PER12x FY18
07/28/17 DMG & Partners China Aviation Oil 1.67 1.9 Buy PER11.3x FY17, PEG0.61x FY17
07/28/17 CIMB China Aviation Oil 1.67 2.08 Add PER13x FY18
07/31/17 phillip China Aviation Oil 1.65 2 Buy PER11.7x
07/31/17 DBS Vickers China Aviation Oil 1.65 2.08 Buy PER13x FY18
08/17/17 UOB Kay Hian China Aviation Oil 1.535 2.26 Buy
08/17/17 Edison China Aviation Oil 1.535 2.11 Buy
11/03/17 UOB Kay Hian China Aviation Oil 1.76 2.26 Buy PER14.4x FY17
11/03/17 DMG & Partners China Aviation Oil 1.76 1.8 Neutral PER12x FY17
11/03/17 CIMB China Aviation Oil 1.76 2.08 Add PER13x FY18
11/03/17 DBS Vickers China Aviation Oil 1.76 2.08 Buy
11/06/17 phillip China Aviation Oil 1.67 2 Buy PER11.5x FY18
11/06/17 Edison China Aviation Oil 1.67 1.88 Buy
01/31/18 DBS Vickers China Aviation Oil 1.65 2.08 Buy PER13x FY18
03/01/18 CIMB China Aviation Oil 1.58 2.03 Add PER12.5x CY19
03/01/18 DMG & Partners China Aviation Oil 1.58 1.6 Neutral DCF, PER11.3x FY18
03/01/18 UOB Kay Hian China Aviation Oil 1.58 2.13 Buy PER13.5x FY18
03/02/18 DBS Vickers China Aviation Oil 1.51 1.98 Buy PER13x FY18
03/02/18 phillip China Aviation Oil 1.51 2 Buy PER13.3x
03/20/18 DMG & Partners China Aviation Oil 1.54 1.8 Buy PER12.2x FY18, PEG1x FY18
04/03/18 Edison China Aviation Oil 1.56 1.82 Buy DCF
Posted by at No comments:

Centurion - Stock calls


Date
Analyst
Company
Last
Target
Call
Valuation
02/06/17
phillip
Centurion
0.36
0.42
Buy

03/02/17
DMG & Partners
Centurion
0.405
0.39
Neutral
DCF
03/02/17
Kim Eng
Centurion
0.405
0.41
Hold
DCF
03/03/17
phillip
Centurion
0.4
0.42
Accumulate
DCF
03/31/17
Lim & Tan
Centurion
0.41
0
Hold

04/03/17
phillip
Centurion
0.42
0.42
Accumulate
DCF
05/19/17
phillip
Centurion
0.445
0.48
Accumulate
DCF
08/11/17
Kim Eng
Centurion
0.545
0.55
Hold
DCF
08/11/17
phillip
Centurion
0.545
0.59
Accumulate
DCF
11/10/17
phillip
Centurion
0.535
0.59
Accumulate
DCF
03/01/18
DMG & Partners
Centurion
0.515
0.47
Neutral
DCF
03/01/18
Kim Eng
Centurion
0.515
0.5
Hold
DCF
Posted by at No comments:

Stock calls for 30 April 2018


Date Analyst Company Last Target Call Valuation
04/30/18 Phillip CapitaRetail China 1.55 1.66 Accumulate DDM
04/30/18 phillip China Sunsine 1.48 1.97 Buy FCFE
04/30/18 Lim & Tan CSE Global 0.42 0.55 Buy DCF & DDM & RV
04/30/18 DMG & Partners DBS 30 27 Neutral
04/30/18 OCBC DBS 30 34.6 Buy
04/30/18 phillip Ho Bee 2.56 2.98 Accumulate RNAV (30% discount)
04/30/18 DBS Vickers Ifast Corp 0.9 1.26 Buy DDM
04/30/18 DBS Vickers Mapletree Industrial 2.02 2.22 Buy
04/30/18 OCBC Mapletree Logistics 1.27 1.44 Buy
04/30/18 Kim Eng Mapletree Logistics 1.27 1.25 Hold DDM
04/30/18 NRA Megachem 0.385 0.51 Not Rated DCF, PER14.7x FY18
04/30/18 DMG & Partners Sheng Siong 1.02 1.18 Buy
04/30/18 UOB Kay Hian Sheng Siong 1.02 1.09 Hold PER22.5x FY18, Buy @ $0.98
04/30/18 OCBC Sheng Siong 1.02 1.06 Buy
04/30/18 DBS Vickers Sheng Siong 1.02 1.21 Buy PER25x FY18
04/30/18 UOB Kay Hian Tianjin Zhongxin 1.01 1.72 Buy PER14.1x FY18
04/30/18 DMG & Partners Valuetronics 0.68 0.96 Buy PER10x FY19
04/30/18 UOB Kay Hian Wilmar 3.26 4.1 Buy Sum of parts, PER14x FY18
04/30/18 DBS Vickers Yangzijiang 1.16 1.82 Buy PB
04/30/18 CIMB Yangzijiang 1.16 1.27 Hold Sum of parts
04/30/18 OCBC Yangzijiang 1.16 1.22 Hold
Posted by at No comments:

Saturday, April 28, 2018

As it turned out, Russia was the biggest beneficiary to the Syrian air strikes.

https://www.veteranstoday.com/2018/04/21/syria-hands-unexploded-us-cruise-missiles-to-russia/

Besides recapturing the eastern Ghouta by the Syrian government, the USA had also given the Russian 2 cruise missiles for R&D.

https://www.washingtonpost.com/world/middle_east/the-latest-syrian-police-units-enter-town-of-douma/2018/04/14/00a62e6a-3fba-11e8-955b-7d2e19b79966_story.html?utm_term=.0b0a343b81cd

No wonder Putin was delighted over the Syrian air strikes as the Russian was the biggest beneficiary.
Posted by at No comments:

Baltic dry index - 1361

Today, Friday, April 27 2018, the Baltic Dry Index decreased by 14 points, reaching 1361 points.
Baltic Dry Index is compiled by the London-based Baltic Exchange and covers prices for transported cargo such as coal, grain and iron ore. The index is based on a daily survey of agents all over the world. Baltic Dry hit a temporary peak on May 20, 2008, when the index hit 11,793. The lowest level ever reached was on Wednesday the 10th of February 2016, when the index dropped to 290 points.
======================
Related stocks: Sembcorp Marine, Cosco & Pan Ocean
Posted by at No comments:

US rig count - 1021

HOUSTON (AP) — The number of rigs exploring for oil and natural gas in the U.S. increased by eight this week to 1,021.
At this time a year ago there were 870 active rigs.
Houston oilfield services company Baker Hughes reported Friday that 825 rigs drilled for oil this week and 195 for gas. One was listed as miscellaneous.
Among major oil- and gas-producing states, Oklahoma added six rigs, Texas gained four, North Dakota added three, Louisiana and Ohio each gained two and California added one.
Alaska and New Mexico each declined by three, Wyoming lost two and Colorado, Kansas and Pennsylvania each declined by one.
Arkansas, Utah and West Virginia were unchanged.
The U.S. rig count peaked at 4,530 in 1981. It bottomed out in May of 2016 at 404.
======================
Related stocks: Keppel Corp, Sembcorp Marine & Cosco
Posted by at No comments:

Friday, April 27, 2018

CEI - Stock calls


Date Analyst Company Last Target Call Valuation
02/14/17 CIMB CEI 0.94 1.11 Add PER9.2x FY18
07/05/17 CIMB CEI 1.06 1.11 Add PER9.2x FY18
08/28/17 CIMB CEI 1.025 1.08 Add PER9.74x
02/12/18 CIMB CEI 1 1.02 Hold PER10.48x
Posted by at No comments:
Subscribe to: Posts (Atom)