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Monday, May 21, 2018

Frasers Logistics - Stock calls


Date Analyst Company Last Target Call Valuation
01/03/17 UOB Kay Hian Frasers Logistics 0.925 1.11 Buy
01/09/17 DBS Vickers Frasers Logistics 0.945 1.1 Buy DCF
02/06/17 Lim & Tan Frasers Logistics 0.95 0 Buy
02/07/17 DBS Vickers Frasers Logistics 0.96 1.1 Buy DCF
02/07/17 OCBC Frasers Logistics 0.96 1.08 Buy DDM
02/07/17 UOB Kay Hian Frasers Logistics 0.96 1.11 Buy DDM
03/02/17 UOB Kay Hian Frasers Logistics 0.96 1.11 Buy
03/06/17 OCBC Frasers Logistics 0.935 1.08 Buy
03/17/17 DBS Vickers Frasers Logistics 0.95 1.1 Buy
04/10/17 DBS Vickers Frasers Logistics 0.975 1.1 Buy DCF
04/11/17 UOB Kay Hian Frasers Logistics 0.975 1.11 Buy
04/24/17 CIMB Frasers Logistics 1.02 1.1 Add DDM
05/08/17 OCBC Frasers Logistics 1.01 1.12 Buy
05/08/17 UOB Kay Hian Frasers Logistics 1.01 1.11 Buy DDM
05/09/17 CIMB Frasers Logistics 1.025 1.1 Add DDM
05/09/17 DBS Vickers Frasers Logistics 1.025 1.1 Buy DCF
06/05/17 OCBC Frasers Logistics 1.02 1.12 Buy
06/07/17 CIMB Frasers Logistics 1.035 1.1 Add
06/07/17 DBS Vickers Frasers Logistics 1.035 1.1 Buy
06/07/17 DMG & Partners Frasers Logistics 1.035 1.1 Add
06/07/17 Lim & Tan Frasers Logistics 1.035 0 Buy
06/29/17 OCBC Frasers Logistics 1.055 1.14 Buy
07/12/17 Lim & Tan Frasers Logistics 1.06 1.1 Buy
07/18/17 CIMB Frasers Logistics 1.055 1.1 Add
07/26/17 DBS Vickers Frasers Logistics 1.1 1.15 Buy DCF
07/28/17 UOB Kay Hian Frasers Logistics 1.095 1.11 Buy
07/31/17 UOB Kay Hian Frasers Logistics 1.11 1.2 Buy DDM
07/31/17 OCBC Frasers Logistics 1.11 1.22 Buy
07/31/17 Lim & Tan Frasers Logistics 1.11 1.11 Hold
08/01/17 CIMB Frasers Logistics 1.095 1.1 Add DDM
08/01/17 DBS Vickers Frasers Logistics 1.095 1.15 Buy
08/17/17 UOB Kay Hian Frasers Logistics 1.07 1.2 Buy
08/22/17 OCBC Frasers Logistics 1.07 1.22 Buy
10/05/17 OCBC Frasers Logistics 1.08 1.22 Buy
10/10/17 CIMB Frasers Logistics 1.085 1.2 Add DDM
10/23/17 UOB Kay Hian Frasers Logistics 1.115 1.2 Buy
11/02/17 Lim & Tan Frasers Logistics 1.11 0 Buy
11/03/17 OCBC Frasers Logistics 1.115 1.25 Buy
11/03/17 UOB Kay Hian Frasers Logistics 1.115 1.2 Buy DDM
11/03/17 CIMB Frasers Logistics 1.115 1.2 Add DDM
11/03/17 DBS Vickers Frasers Logistics 1.115 1.18 Buy DCF
12/01/17 UOB Kay Hian Frasers Logistics 1.08 1.2 Buy
12/14/17 CIMB Frasers Logistics 1.12 1.2 Add DDM
12/14/17 OCBC Frasers Logistics 1.12 1.25 Buy
01/10/18 OCBC Frasers Logistics 1.19 1.25 Buy
01/29/18 CIMB Frasers Logistics 1.15 1.24 Add DDM
01/29/18 DBS Vickers Frasers Logistics 1.15 1.24 Buy
03/06/18 OCBC Frasers Logistics 1.07 1.25 Buy
04/13/18 DBS Vickers Frasers Logistics 1.07 1.24 Buy
04/23/18 CIMB Frasers Logistics 1.08 1.24 Add DDM
04/23/18 OCBC Frasers Logistics 1.08 1.25 Buy
05/08/18 OCBC Frasers Logistics 1.02 1.25 Buy
05/09/18 CIMB Frasers Logistics 1.03 1.24 Add DDM
05/09/18 OCBC Frasers Logistics 1.03 1.21 Buy

Frasers Hospitality Trust - Stock calls


Date Analyst Company Last Target Call Valuation
01/04/17 UOB Kay Hian Frasers Hospitality Trust 0.65 0.74 Buy
02/09/17 DBS Vickers Frasers Hospitality Trust 0.665 0.75 Buy DCF
03/07/17 UOB Kay Hian Frasers Hospitality Trust 0.68 0.74 Buy
04/11/17 UOB Kay Hian Frasers Hospitality Trust 0.715 0.74 Buy
05/02/17 DBS Vickers Frasers Hospitality Trust 0.73 0.85 Buy DCF
05/25/17 UOB Kay Hian Frasers Hospitality Trust 0.705 0.8 Buy
07/25/17 UOB Kay Hian Frasers Hospitality Trust 0.735 0.8 Buy
07/31/17 DBS Vickers Frasers Hospitality Trust 0.745 0.83 Buy DCF
08/17/17 UOB Kay Hian Frasers Hospitality Trust 0.735 0.8 Buy
10/23/17 UOB Kay Hian Frasers Hospitality Trust 0.765 0.8 Buy
10/30/17 UOB Kay Hian Frasers Hospitality Trust 0.775 0.85 Buy
10/30/17 Lim & Tan Frasers Hospitality Trust 0.775 0 Hold
11/09/17 UOB Kay Hian Frasers Hospitality Trust 0.77 0.85 Buy
12/01/17 UOB Kay Hian Frasers Hospitality Trust 0.775 0.85 Buy
12/18/17 DBS Vickers Frasers Hospitality Trust 0.785 0.89 Buy
01/26/18 UOB Kay Hian Frasers Hospitality Trust 0.81 0.9 Buy DDM
02/20/18 DBS Vickers Frasers Hospitality Trust 0.79 0.89 Buy
03/15/18 UOB Kay Hian Frasers Hospitality Trust 0.78 0.9 Buy
04/13/18 DBS Vickers Frasers Hospitality Trust 0.75 0.89 Buy
04/27/18 UOB Kay Hian Frasers Hospitality Trust 0.745 0.9 Buy
04/27/18 DBS Vickers Frasers Hospitality Trust 0.745 0.83 Buy DCF

Stock calls for 21 May 2018


Date Analyst Company Last Target Call Valuation
05/21/18 Phillip A-Reit 2.65 2.91 Accumulate
05/21/18 Lim & Tan Boustead Projects 0.81 0 Hold
05/21/18 phillip Cache Logistics 0.805 0.91 Accumulate
05/21/18 DMG & Partners Dairy Farm 8.6 9.66 Buy DCF
05/21/18 CIMB ESR-Reit 0.525 0.6 Add DDM
05/21/18 DBS Vickers ESR-Reit 0.525 0.63 Buy
05/21/18 Phillip Keppel DC Reit 1.36 1.51 Accumulate
05/21/18 Phillip Mapletree Industrial 1.95 2.09 Neutral
05/21/18 DMG & Partners Sheng Siong 1 1.18 Buy DCF & PER
05/21/18 UOB Kay Hian SIA 11.56 12.6 Buy Sum of parts, PB1x FY19
05/21/18 OCBC SIA 11.56 11.3 Hold
05/21/18 DBS Vickers SIA 11.56 13.7 Buy PB1.2x FY19
05/21/18 UOB Kay Hian Tianjin Zhongxin 1.2 1.72 Buy PER14.1x FY18
05/21/18 Kim Eng Viva Industrial 0.89 1.05 Hold
05/21/18 OCBC Viva Industrial 0.89 0.942 Accept Offer $0.096 cash & 1.6 ESR-Reit share (New value $0.53)
05/21/18 DBS Vickers Yanlord 1.67 2.27 Buy PER6x FY18

Saturday, May 19, 2018

Baltic dry index - 1273

Today, Friday, May 18 2018, the Baltic Dry Index decreased by 32 points, reaching 1273 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.
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Related stocks: Sembcorp Marine, Cosco & Pan Ocean

US rig count - 1046

HOUSTON — The number of rigs exploring for oil and natural gas in the U.S. increased by one this week to 1,046. At this time a year ago there were 901 active rigs. Houston oilfield services company Baker Hughes reported Friday that 844 rigs drilled for oil this week and 200 for gas. Two were listed as miscellaneous. Among major oil- and gas-producing states, New Mexico added three rigs and Texas tacked on two. Kansas gained one. Alaska, Colorado, Louisiana, North Dakota and Ohio each shed one rig. Arkansas, California, Oklahoma, Pennsylvania, Utah, West Virginia and Wyoming saw their rig levels unchanged this week.  The U.S. rig count peaked at 4,530 in 1981. It bottomed out in May of 2016 at 404.
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Related stocks: Keppel Corp, Sembcorp Marine & Cosco

Friday, May 18, 2018

Frasers Commercial Trust - Stock calls


Date Analyst Company Last Target Call Valuation
01/24/17 CIMB Frasers Commercial Trust 1.28 1.26 Hold DDM
01/24/17 DBS Vickers Frasers Commercial Trust 1.28 1.46 Buy DCF
01/24/17 DIR Frasers Commercial Trust 1.28 1.36 Hold DDM
01/24/17 DMG & Partners Frasers Commercial Trust 1.28 1.4 Neutral DDM
01/24/17 OCBC Frasers Commercial Trust 1.28 1.48 Buy
02/28/17 DIR Frasers Commercial Trust 1.27 1.42 Outperform DDM
03/10/17 DMG & Partners Frasers Commercial Trust 1.255 1.4 Neutral
03/14/17 OCBC Frasers Commercial Trust 1.25 1.39 Buy
04/07/17 DMG & Partners Frasers Commercial Trust 1.315 1.4 Neutral DDM
04/18/17 DIR Frasers Commercial Trust 1.325 1.42 Outperform
04/21/17 OCBC Frasers Commercial Trust 1.325 1.39 Buy
04/24/17 CIMB Frasers Commercial Trust 1.335 1.35 Hold DDM
04/24/17 DIR Frasers Commercial Trust 1.335 1.45 Outperform DDM
04/25/17 DBS Vickers Frasers Commercial Trust 1.35 1.52 Buy DCF
05/30/17 DBS Vickers Frasers Commercial Trust 1.38 1.52 Buy DCF
07/12/17 DMG & Partners Frasers Commercial Trust 1.41 1.4 Neutral
07/25/17 CIMB Frasers Commercial Trust 1.425 1.45 Hold DDM
07/25/17 DBS Vickers Frasers Commercial Trust 1.425 1.61 Buy DCF
07/26/17 OCBC Frasers Commercial Trust 1.44 1.42 Hold
07/26/17 DIR Frasers Commercial Trust 1.44 1.45 Hold DDM
09/04/17 OCBC Frasers Commercial Trust 1.395 1.42 Hold
09/21/17 DMG & Partners Frasers Commercial Trust 1.41 1.4 Neutral
09/25/17 Lim & Tan Frasers Commercial Trust 1.395 0 Hold
09/26/17 DIR Frasers Commercial Trust 1.38 1.43 Hold DDM
10/23/17 OCBC Frasers Commercial Trust 1.41 1.42 Hold DDM
10/23/17 DMG & Partners Frasers Commercial Trust 1.41 1.39 Neutral DDM
10/23/17 CIMB Frasers Commercial Trust 1.41 1.46 Hold DDM
10/23/17 DBS Vickers Frasers Commercial Trust 1.41 1.55 Buy DCF
11/06/17 OCBC Frasers Commercial Trust 1.39 1.42 Hold
11/07/17 DBS Vickers Frasers Commercial Trust 1.395 1.55 Buy DCF
12/15/17 OCBC Frasers Commercial Trust 1.44 1.42 Hold
12/18/17 OCBC Frasers Commercial Trust 1.42 1.51 Buy DDM
01/05/18 DMG & Partners Frasers Commercial Trust 1.53 1.39 Neutral
01/19/18 DBS Vickers Frasers Commercial Trust 1.51 1.71 Buy DCF
01/23/18 OCBC Frasers Commercial Trust 1.55 1.51 Hold
01/23/18 DMG & Partners Frasers Commercial Trust 1.55 1.55 Neutral DDM
01/24/18 CIMB Frasers Commercial Trust 1.52 1.55 Hold DDM
02/20/18 DBS Vickers Frasers Commercial Trust 1.44 1.71 Buy
04/05/18 OCBC Frasers Commercial Trust 1.41 1.51 Buy
04/13/18 DBS Vickers Frasers Commercial Trust 1.46 1.71 Buy DCF
04/23/18 CIMB Frasers Commercial Trust 1.46 1.5 Hold DDM
04/23/18 OCBC Frasers Commercial Trust 1.46 1.54 Buy
04/23/18 DMG & Partners Frasers Commercial Trust 1.46 1.49 Neutral DDM
04/23/18 DBS Vickers Frasers Commercial Trust 1.46 1.65 Buy DCF
04/23/18 Kim Eng Frasers Commercial Trust 1.46 2.55 Buy
05/17/18 DMG & Partners Frasers Commercial Trust 1.36 1.49 Neutral

Fortune Centrepoint Trust - Stock calls


Date Analyst Company Last Target Call Valuation
01/03/17 DMG & Partners Frasers Centrepoint Trust 1.9 2.22 Buy DDM
01/09/17 DBS Vickers Frasers Centrepoint Trust 1.97 2.29 Buy DCF
01/12/17 HSBC Frasers Centrepoint Trust 1.995 2.3 Buy
01/18/17 DIR Frasers Centrepoint Trust 1.99 2.28 Outperform DDM
01/23/17 CIMB Frasers Centrepoint Trust 1.965 2.01 Add DDM
01/23/17 DBS Vickers Frasers Centrepoint Trust 1.965 2.2 Buy DCF
01/23/17 Lim & Tan Frasers Centrepoint Trust 1.965 0 Hold
01/23/17 OCBC Frasers Centrepoint Trust 1.965 2.28 Buy
01/23/17 Phillip Frasers Centrepoint Trust 1.965 2 Neutral DDM
01/31/17 Credit Suisse Frasers Centrepoint Trust 1.995 2.23 Outperform
03/06/17 OCBC Frasers Centrepoint Trust 2.01 2.28 Buy
03/07/17 UOB Kay Hian Frasers Centrepoint Trust 2.01 2.15 Hold
03/10/17 DMG & Partners Frasers Centrepoint Trust 1.965 2.22 Buy
03/27/17 DIR Frasers Centrepoint Trust 2.06 2.28 Outperform DDM
04/07/17 DMG & Partners Frasers Centrepoint Trust 2.06 2.22 Buy DDM
04/11/17 UOB Kay Hian Frasers Centrepoint Trust 2.07 2.15 Hold DDM, Buy @ $1.90
04/18/17 DIR Frasers Centrepoint Trust 2.09 2.28 Outperform
04/25/17 OCBC Frasers Centrepoint Trust 2.12 2.28 Buy
04/26/17 CIMB Frasers Centrepoint Trust 2.11 2.2 Add DDM
04/26/17 DBS Vickers Frasers Centrepoint Trust 2.11 2.2 Buy DCF
04/26/17 DIR Frasers Centrepoint Trust 2.11 2.31 Outperform DDM
04/27/17 Lim & Tan Frasers Centrepoint Trust 2.15 0 Hold
04/27/17 Phillip Frasers Centrepoint Trust 2.15 2.04 Neutral DDM
05/11/17 Amfrasers Frasers Centrepoint Trust 2.01 2.1 Buy DDM
05/25/17 UOB Kay Hian Frasers Centrepoint Trust 2.08 2.26 Buy
05/30/17 DBS Vickers Frasers Centrepoint Trust 2.08 2.2 Buy DCF
06/05/17 OCBC Frasers Centrepoint Trust 2.1 2.28 Buy
06/06/17 DIR Frasers Centrepoint Trust 2.09 2.31 Outperform
06/14/17 Amfrasers Frasers Centrepoint Trust 2.13 2.1 Hold
07/04/17 DMG & Partners Frasers Centrepoint Trust 2.14 2.22 Buy
07/25/17 Lim & Tan Frasers Centrepoint Trust 2.14 0 Buy
07/25/17 Phillip Frasers Centrepoint Trust 2.14 2.14 Neutral DDM, PB1.11x FY17
07/25/17 DIR Frasers Centrepoint Trust 2.14 2.36 Outperform DDM
07/25/17 Amfrasers Frasers Centrepoint Trust 2.14 2.11 Hold DDM
07/25/17 UOB Kay Hian Frasers Centrepoint Trust 2.14 2.26 Buy DDM
07/25/17 Credit Suisse Frasers Centrepoint Trust 2.14 2.24 Outperform
07/25/17 CIMB Frasers Centrepoint Trust 2.14 2.34 Add DDM
07/25/17 OCBC Frasers Centrepoint Trust 2.14 2.28 Buy
07/26/17 DBS Vickers Frasers Centrepoint Trust 2.14 2.26 Buy
08/22/17 OCBC Frasers Centrepoint Trust 2.11 2.28 Buy
09/13/17 Credit Suisse Frasers Centrepoint Trust 2.15 2.27 Outperform
09/21/17 DMG & Partners Frasers Centrepoint Trust 2.13 2.22 Buy
10/23/17 UOB Kay Hian Frasers Centrepoint Trust 2.19 2.26 buy
10/25/17 Lim & Tan Frasers Centrepoint Trust 2.24 0 Buy
10/26/17 OCBC Frasers Centrepoint Trust 2.21 2.4 Buy DDM
10/26/17 Phillip Frasers Centrepoint Trust 2.21 2.14 Neutral DDM
10/26/17 DMG & Partners Frasers Centrepoint Trust 2.21 2.24 Neutral DDM
10/26/17 UOB Kay Hian Frasers Centrepoint Trust 2.21 2.43 Buy DDM
10/26/17 CIMB Frasers Centrepoint Trust 2.21 2.38 Add DDM
10/26/17 DBS Vickers Frasers Centrepoint Trust 2.21 2.37 Buy
10/26/17 Credit Suisse Frasers Centrepoint Trust 2.21 2.26 Buy
11/30/17 OCBC Frasers Centrepoint Trust 2.21 2.4 Buy
12/01/17 UOB Kay Hian Frasers Centrepoint Trust 2.22 2.43 Buy
12/14/17 CIMB Frasers Centrepoint Trust 2.21 2.38 Add DDM
12/14/17 OCBC Frasers Centrepoint Trust 2.21 2.4 Buy
12/18/17 DBS Vickers Frasers Centrepoint Trust 2.2 2.37 Buy
12/19/17 DMG & Partners Frasers Centrepoint Trust 2.2 2.24 Neutral
01/02/18 Kim Eng Frasers Centrepoint Trust 2.24 2.45 Buy DDM
01/05/18 DMG & Partners Frasers Centrepoint Trust 2.29 2.24 Neutral
01/15/18 OCBC Frasers Centrepoint Trust 2.26 2.4 Buy
01/24/18 Phillip Frasers Centrepoint Trust 2.3 2.14 Neutral DDM, PB1.06x
01/24/18 UOB Kay Hian Frasers Centrepoint Trust 2.3 2.43 Buy DDM
01/24/18 Credit Suisse Frasers Centrepoint Trust 2.3 2.26 Neutral
01/24/18 OCBC Frasers Centrepoint Trust 2.3 2.49 Buy
01/24/18 CIMB Frasers Centrepoint Trust 2.3 2.41 Add DDM
01/24/18 Lim & Tan Frasers Centrepoint Trust 2.3 0 Buy
01/24/18 DBS Vickers Frasers Centrepoint Trust 2.3 2.48 Buy
02/20/18 DBS Vickers Frasers Centrepoint Trust 2.15 2.48 Buy
03/06/18 OCBC Frasers Centrepoint Trust 2.18 2.49 Buy
04/12/18 Kim Eng Frasers Centrepoint Trust 2.25 2.55 Buy
04/13/18 DBS Vickers Frasers Centrepoint Trust 2.24 2.48 Buy
04/25/18 OCBC Frasers Centrepoint Trust 2.22 2.49 Buy
04/26/18 Phillip Frasers Centrepoint Trust 2.21 2.14 Neutral DDM, PB1.06x
04/26/18 UOB Kay Hian Frasers Centrepoint Trust 2.21 2.43 Buy DDM
04/26/18 DBS Vickers Frasers Centrepoint Trust 2.21 2.45 Buy
04/26/18 CIMB Frasers Centrepoint Trust 2.21 2.41 Add DDM
05/08/18 DBS Vickers Frasers Centrepoint Trust 2.21 2.45 Buy
05/17/18 DMG & Partners Frasers Centrepoint Trust 2.16 2.24 Neutral

Fortune Reit - Stock calls


Date Analyst Company Last Target Call Valuation
02/01/17 DIR Fortune Reit 9.02 10.9 Buy DDM
08/01/17 DIR Fortune Reit 9.72 10.9 Outperform

Stock calls for 18 May 2018


Date Analyst Company Last Target Call Valuation
05/18/18 DMG & Partners CapitaCommercial 1.72 1.65 Neutral DDM
05/18/18 CIMB CapitaCommercial 1.72 1.94 Add DDM
05/18/18 Amfrasers Cityneon 1 154 Buy PER14x FY18
05/18/18 phillip Golden Energy 0.365 0.48 Buy PER10x FY18
05/18/18 DMG & Partners GSS Energy 0.151 0.25 Buy Sum of parts
05/18/18 DMG & Partners Jadason 0.05 0.05 Neutral DCF
05/18/18 DBS Vickers Mermaid Maritime 0.138 0.13 Hold PB0.6x
05/18/18 Lim & Tan SIA 11.14 0 Hold
05/18/18 CIMB SIA 11.14 11.75 Add
05/18/18 UOB Kay Hian Singtel 3.44 4.22 Buy DCF
05/18/18 DMG & Partners Singtel 3.44 3.9 Buy Sum of parts
05/18/18 CIMB Singtel 3.44 3.9 Add Sum of parts
05/18/18 OCBC Singtel 3.44 4.1 Buy
05/18/18 Kim Eng Singtel 3.44 3.57 Hold Sum of parts

Thursday, May 17, 2018

Food Empire - Stock calls


Date Analyst Company Last Target Call Valuation
01/23/17 UOB Kay Hian Food Empire 0.565 0.78 Buy PER19x FY17
03/02/17 UOB Kay Hian Food Empire 0.57 0.78 Buy PER19x FY17
04/03/17 UOB Kay Hian Food Empire 0.58 0.78 Buy
04/11/17 DMG & Partners Food Empire 0.575 0.76 Buy PER18x FY17
05/03/17 UOB Kay Hian Food Empire 0.54 0.78 Buy
05/12/17 DMG & Partners Food Empire 0.58 0.85 Buy
05/16/17 DMG & Partners Food Empire 0.655 0.95 Buy PER18x FY17
05/16/17 UOB Kay Hian Food Empire 0.655 0.9 Buy PER19x FY17
08/14/17 UOB Kay Hian Food Empire 0.67 0.87 Buy PER19x FY17
08/14/17 DMG & Partners Food Empire 0.67 0.95 Buy PER18x FY17
11/10/17 DMG & Partners Food Empire 0.66 1 Buy PER18x FY18
12/19/17 DMG & Partners Food Empire 0.655 1 Buy
01/04/18 DMG & Partners Food Empire 0.705 1 Buy PER12x FY18
02/20/18 DMG & Partners Food Empire 0.67 1 Buy
03/02/18 DMG & Partners Food Empire 0.7 1.07 Buy PER18x FY18
05/14/18 DMG & Partners Food Empire 0.67 1.07 Buy PER18x FY18

First Sponsor - Stock calls


Date Analyst Company Last Target Call Valuation
08/31/17 Amfrasers First Sponsor 1.37 1.62 Not Rated RNAV (25% discount)
02/09/18 Lim & Tan First Sponsor 1.41 0 Buy

First Ship Lease Trust - Stock calls


Date Analyst Company Last Target Call Valuation
08/14/17 Amfrasers First Ship Lease Trust 0.08 0.13 Buy DCF
12/13/17 Amfrasers First Ship Lease Trust 0.082 0.15 Buy DCF
01/17/18 Amfrasers First Ship Lease Trust 0.093 0.15 Buy

Stock calls for 17 May 2018


Date Analyst Company Last Target Call Valuation
05/17/18 DMG & Partners A-Reit 2.64 2.95 Buy
05/17/18 Phillip APTV 0.465 0.52 Buy
05/17/18 phillip Banyan Tree 0.575 0.73 Accumulate Sum of parts, PB0.94x FY18
05/17/18 DMG & Partners Cache Logistics 0.795 0.98 Buy
05/17/18 DMG & Partners CapitaCommercial 1.72 1.63 Sell
05/17/18 OCBC CapitaCommercial 1.72 1.84 Hold
05/17/18 DMG & Partners Capitamall Trust 2.08 2.1 Neutral
05/17/18 DBS Vickers Chip Eng Seng 0.945 1.18 Buy
05/17/18 DBS Vickers City Developments 11.97 15.4 Buy
05/17/18 phillip CNMC 0.275 0.42 Buy DCF
05/17/18 DMG & Partners Frasers Centrepoint Trust 2.16 2.24 Neutral
05/17/18 DMG & Partners Frasers Commercial Trust 1.36 1.49 Neutral
05/17/18 DMG & Partners ISOTeam 0.35 0.42 Buy
05/17/18 DMG & Partners Keppel Reit 1.18 1.06 Sell
05/17/18 phillip SIA Engineering 3.31 3.57 Accumulate DCF
05/17/18 DBS Vickers SIA Engineering 3.31 3.92 Buy Sum of parts
05/17/18 UOB Kay Hian SIA Engineering 3.31 3.8 Buy PER19.6x ex-cash
05/17/18 OCBC SIA Engineering 3.31 3.7 Buy
05/17/18 Lim & Tan Singtel 3.42 0 Buy
05/17/18 DMG & Partners Starhill 0.685 0.81 Neutral
05/17/18 DMG & Partners Suntec Reit 1.83 1.75 Neutral
05/17/18 Phillip Thai Beverage 0.795 1.05 Buy Sum of parts
05/17/18 CIMB Thai Beverage 0.795 0.98 Add Sum of parts
05/17/18 OCBC Thai Beverage 0.795 0.95 Buy
05/17/18 OCBC Viva Industrial 0.89 0.9 Hold

Singapore NODX increased 11.8% in April 2018

https://sg.finance.yahoo.com/news/singapore-april-exports-blow-past-expectations-stronger-pharma-040119407--business.html

Year on year changes (YOY):
April 2018: 11.8%
March 2018: -2.7%
February 2018: -5.9%
January 2018: 13%
December 2017: 3.1%
November 2017: 9.1%
October 2017: 20.9%
September 2017: -1.1%
August 2017: 16.7%
July 2017: 8.5%
June 2017: 8.2%
May 2017: -1.2%
Apr 2017: -0.7%
Mar 2017: 16.5%
Feb 2017: 21.1%
Jan 2017: 8.6%

Wednesday, May 16, 2018

Microsoft bans Crypto ads now!

https://sg.finance.yahoo.com/news/crypto-prices-plunge-microsoft-bing-070100228.html

This is not unexpected as Bill Gates announced recently that he would short crypto if he were a crypto investor.

Trump partners with China to develop a theme park in Indonesia.

https://sg.finance.yahoo.com/news/trump-indonesia-project-gets-chinese-041659051.html

LOL! Trump is truly a businessman and not a president.  No wonder he is trying to save China ZTE now.

Trump-Kim summit in Singapore is in jeopardy now.

https://sg.news.yahoo.com/skorea-news-agency-nkorea-threatens-192035374.html

http://sg-stock.blogspot.sg/2018/05/hot-news-trump-and-kim-will-meet-in.html

Continual military exercises with South Korea are definitely unfriendly gestures against North Korea especially prior to the Trump-Kim summit in Singapore.  This is a common sense thing but Trump doesn't get it.  No wonder Kim visited China before the summit to get some support and hoped that President Xi would be present during the summit.

Let's see how this will pan out.