New Launch - One Sophia For Sale!

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

Search This Blog

Saturday, May 26, 2018

Stock calls for 25 May 2018


Date Analyst Company Last Target Call Valuation
05/25/18 CIMB AEM 1.47 1.78 Add 3-for-1 bonus
05/25/18 Kim Eng Bukit Sembawang 6.17 8.55 Buy RNAV (20% discount)
05/25/18 phillip Dasin Retail 0.86 0.97 Buy DDM
05/25/18 OCBC First Reit 1.35 1.48 Buy
05/25/18 Lim & Tan Metro 1.17 0 Hold
05/25/18 SAC Advisors Sanli Env 0.25 0.36 Buy
05/25/18 phillip SHS 0.23 0.29 Buy PER10x FY19
05/25/18 CIMB Sunningdale 1.28 2.5 Add
05/25/18 CIMB Venture 20.55 25.64 Add

Friday, May 25, 2018

GL - Stock calls


Date Analyst Company Last Target Call Valuation
01/25/17 CIMB GL 0.78 0.84 Hold RNAV (40% discount) CY17
04/24/17 Lim & Tan GL 0.775 0 Buy
04/27/17 CIMB GL 0.77 0.87 Add RNAV (40% discount) CY17
08/28/17 Lim & Tan GL 0.75 0 Buy
10/16/17 Lim & Tan GL 0.855 0 Buy
10/31/17 UOB Kay Hian GL 0.905 1.185 Buy Sum of parts
11/09/17 UOB Kay Hian GL 0.885 1.185 Buy
12/06/17 UOB Kay Hian GL 0.87 1.185 Buy
01/04/18 UOB Kay Hian GL 0.865 1.19 Buy

Geo Energy - Stock calls


Date Analyst Company Last Target Call Valuation
02/22/17 phillip Geo Energy 0.27 0.45 Buy PER11x
03/08/17 phillip Geo Energy 0.28 0.45 Buy PER11x
05/25/17 phillip Geo Energy 0.26 0.45 Buy PER11x
08/28/17 phillip Geo Energy 0.27 0.44 Buy PER10x
09/11/17 Amfrasers Geo Energy 0.25 0.36 Buy DCF, PER5x FY18
11/28/17 phillip Geo Energy 0.255 0.44 Buy PER10x
12/06/17 phillip Geo Energy 0.26 0.44 Buy PER10x
12/27/17 Amfrasers Geo Energy 0.255 0.36 Buy
03/19/18 phillip Geo Energy 0.225 0.47 Buy PER10x

Stock calls for 24 May 2018


Date Analyst Company Last Target Call Valuation
05/24/18 Lim & Tan Boustead 0.785 0 Hold
05/24/18 OCBC Cache Logistics 0.795 0.83 Hold
05/24/18 DBS Vickers Silverlake 0.545 0.65 Not Rated PER22x FY19
05/24/18 OCBC Soilbuild Reit 0.665 0.71 Buy

Trump has cancelled the US-NK summit in Singapore.

https://www.bloombergquint.com/politics/2018/05/24/trump-cancels-june-12-singapore-summit-with-north-korea-s-kim

There are tell-tale signs that the summit won't take place.  We had stated that the summit was in jeopardy in our previous posting.

http://sg-stock.blogspot.sg/2018/05/trump-kim-summit-in-singapore-is-in.html

Wednesday, May 23, 2018

India to tax Cryptocurrency after Thailand.

https://cointelegraph.com/news/india-considers-taxing-cryptocurrency-at-18-as-intangible-property-reports

https://www.ccn.com/thailand-cryptocurrency-tax-rates/

India is taxing Crypto after Thailand because it sees that there will be a financial turmoil in the Crypto industry and the government may need to bail out the distressed investors.  Therefore, it is preparing a financial coffer to deal with this future Crypto fiasco by implementing an 18% Crypto trading tax.


Genting Hong Kong - Stock calls


Date Analyst Company Last Target Call Valuation
01/31/17 UOB Kay Hian Genting Hong Kong 0.3 0.28 Hold Buy @ $0.23
03/20/17 UOB Kay Hian Genting Hong Kong 0.315 0.28 Hold Sum of parts, Buy @ $0.24
06/16/17 UOB Kay Hian Genting Hong Kong 0.31 0.26 Sell Sum of parts
08/02/17 UOB Kay Hian Genting Hong Kong 0.28 0.26 Sell
08/21/17 UOB Kay Hian Genting Hong Kong 0.27 0.26 Hold Sum of parts, Buy @ $0.24
10/04/17 UOB Kay Hian Genting Hong Kong 0.25 0.265 Hold Sum of parts
12/15/17 UOB Kay Hian Genting Hong Kong 0.23 0.24 Hold Sum of parts, Buy @ $0.22

Genting - Stock calls


Date Analyst Company Last Target Call Valuation
01/03/17 DMG & Partners Genting 0.905 0.82 Neutral
01/03/17 OCBC Genting 0.905 0.88 Hold
01/05/17 Credit Suisse Genting 0.91 1.18 Outperform
01/12/17 CIMB Genting 0.935 0.93 Hold DCF
01/31/17 UOB Kay Hian Genting 0.96 0.91 Hold Buy @ $0.85
02/23/17 DBS Vickers Genting 0.98 1.2 Buy DCF
02/23/17 Deutsche Genting 0.98 1.35 Buy
02/23/17 DMG & Partners Genting 0.98 0.93 Neutral DCF
02/23/17 Kim Eng Genting 0.98 1.1 Buy
02/23/17 OCBC Genting 0.98 1.17 Buy
02/23/17 UOB Kay Hian Genting 0.98 1.01 Hold EV/Ebitda11.6x FY17, Buy @ $0.95 or below
02/23/17 Nomura Genting 0.98 1.16 Buy
02/24/17 CIMB Genting 1.03 1.11 Add EV/Ebitda 9x FY18
03/13/17 Credit Suisse Genting 1 1.2 Outperform
03/17/17 DBS Vickers Genting 1 1.2 Buy
04/07/17 Credit Suisse Genting 1.025 1.2 Outperform
05/04/17 Kim Eng Genting 1.11 1.25 Buy EV/Ebitda12x FY17
05/15/17 CIMB Genting 1.08 1.24 Add EV/Ebitda12x FY18
05/15/17 Credit Suisse Genting 1.08 1.35 Outperform Ev/Ebitda13.1x FY18
05/15/17 DMG & Partners Genting 1.08 1.04 Neutral DCF
05/15/17 OCBC Genting 1.08 1.17 Buy
05/15/17 UOB Kay Hian Genting 1.08 1.15 Hold EV/Ebitda11.8x FY17, Buy @ $1.05
05/15/17 Nomura Genting 1.08 1.38 Buy
05/16/17 DBS Vickers Genting 1.15 1.35 Buy DCF
06/16/17 DBS Vickers Genting 1.155 1.35 Buy
06/22/17 Deutsche Genting 1.145 1.2 Hold EV/Ebitda12x FY17
07/13/17 UOB Kay Hian Genting 1.055 1.12 Hold
07/28/17 Credit Suisse Genting 1.15 1.35 Outperform
08/03/17 CIMB Genting 1.18 1.35 Add EV/Ebitda 12x FY18
08/03/17 UOB Kay Hian Genting 1.18 1.15 Hold EV/Ebitda10.5x FY18, Buy @ $1.05
08/03/17 DMG & Partners Genting 1.18 1.19 Neutral DCF
08/03/17 Kim Eng Genting 1.18 1.35 Buy EV/Ebitda 12x
08/03/17 OCBC Genting 1.18 1.32 Buy FCFE
08/03/17 DBS Vickers Genting 1.18 1.45 Buy EV/Ebitda13x
08/03/17 Credit Suisse Genting 1.18 1.48 Outperform
08/03/17 Nomura Genting 1.18 1.42 Buy
09/26/17 Kim Eng Genting 1.15 1.35 Buy
10/11/17 Deutsche Genting 1.21 1.2 Hold EV/Ebitda12x FY17
10/26/17 CIMB Genting 1.2 1.35 Add EV/Ebitda12x FY18
10/27/17 UOB Kay Hian Genting 1.25 1.15 Hold
11/07/17 CIMB Genting 1.235 1.45 Add
11/07/17 UOB Kay Hian Genting 1.235 1.3 Hold EV/Ebitda11.2x FY18, Buy @ $1.15
11/07/17 Credit Suisse Genting 1.235 1.6 Outperform
11/07/17 DMG & Partners Genting 1.235 1.21 Neutral DCF
11/07/17 OCBC Genting 1.235 1.35 Buy FCFE
11/07/17 Kim Eng Genting 1.235 1.42 Buy EV/Ebitda12x FY18
11/07/17 DBS Vickers Genting 1.235 1.51 Buy DCF
11/07/17 Nomura Genting 1.235 1.53 Buy
12/06/17 DBS Vickers Genting 1.35 1.51 Buy
12/14/17 Kim Eng Genting 1.34 1.42 Buy
12/20/17 CIMB Genting 1.34 1.45 Add
01/05/18 DBS Vickers Genting 1.34 1.51 Buy
02/07/18 CIMB Genting 1.27 1.45 Add
02/26/18 Kim Eng Genting 1.3 1.46 Buy EV/Ebitda 12x FY18
02/26/18 UOB Kay Hian Genting 1.3 1.3 Hold EV/Ebitda10.4x FY18, Buy @ $1.15
02/26/18 DBS Vickers Genting 1.3 1.49 Buy DCF
02/26/18 DMG & Partners Genting 1.3 1.34 Neutral DCF
02/26/18 OCBC Genting 1.3 1.45 Buy FCFE
02/26/18 CIMB Genting 1.3 1.49 Add EV/Ebitda12x FY19
02/26/18 Nomura Genting 1.3 1.52 Buy
03/05/18 CIMB Genting 1.15 1.49 Add EV/Ebitda12x FY19
04/05/18 UOB Kay Hian Genting 1.03 1.3 Buy EV/Ebitda10.4x FY18
04/06/18 CIMB Genting 1.08 1.4 Add EV/Ebitda11.5x FY19
04/10/18 Kim Eng Genting 1.14 1.46 Buy EV/Ebitda 12x FY18
05/11/18 CIMB Genting 1.16 1.4 Add EV/Ebitda11.5x FY19
05/11/18 UOB Kay Hian Genting 1.16 1.38 Buy Sum of parts, EV/Ebitda10.3x FY18
05/11/18 DBS Vickers Genting 1.16 1.49 Buy DCF
05/11/18 OCBC Genting 1.16 1.45 Buy FCFE
05/11/18 Nomura Genting 1.16 1.52 Buy
05/14/18 DMG & Partners Genting 1.28 1.42 Buy DCF

Stock calls for 23 May 2018


Date Analyst Company Last Target Call Valuation
05/23/18 DMG & Partners Breadtalk 0.925 0.93 Neutral Sum of parts, Stock split 1-into-2
05/23/18 UOB Kay Hian Cityneon 0.99 1.55 Buy
05/23/18 OCBC Frasers Centrepoint Trust 2.2 2.49 Buy
05/23/18 UOB Kay Hian M1 1.76 1.6 Sell
05/23/18 OCBC Mapletree Greater China 1.16 1.42 Buy
05/23/18 Lim & Tan SGX 7.48 0 Buy on weakness
05/23/18 UOB Kay Hian ST Engineering 3.47 4.1 Buy
05/23/18 UOB Kay Hian Sunningdale 1.27 2 Buy

Australia is regretting its anti-China stance now.

https://sg.finance.yahoo.com/news/chinese-newspaper-suggests-cut-imports-downgrade-ties-australia-053518130--finance.html

The white trash of the east is eager to mend the soured relationship with China because of declining economic benefits from China.

It looks like they've not heard of this saying, "Never bite the hand that feeds you".

We did warn about making the Rohingya issue an international issue.

https://sg.news.yahoo.com/armed-rohingya-group-massacred-hindus-000746360.html

It will be harder to integrate Rohingya into Myanmar when Rohingya becomes an international issue because Myanmar and Rohingya have a historical feud which is difficult to resolve.

The dark side of Rohingya will come to the forefront when it becomes an international issue.  This Rohingya group that massacred the Hindus is just the tip of the iceberg.

http://sg-stock.blogspot.sg/2018/01/whats-wrong-with-singapores-mindset.html

http://sg-stock.blogspot.sg/2017/12/the-truth-of-rohingya-and-main-culprit.html

http://sg-stock.blogspot.sg/2018/01/the-world-is-silent-on-rohingya-because.html

Tuesday, May 22, 2018

KL-SG HSR will be delayed!

https://sg.news.yahoo.com/full-review-mega-projects-including-031735593.html

Malaysia has been notorious for the low productivity and the HSR review will take a super long time.  Furthermore, Malaysia has just declared that it is having a MYR$1T debt.

Therefore, it is a confirmation that the KL-SG HSR will be delayed because it doesn't want to pay billions in a penalty to SG for cancellation.

Fu Yu - Stock calls


Date Analyst Company Last Target Call Valuation
01/06/17 DMG & Partners Fu Yu 0.194 0.29 Buy
02/24/17 DMG & Partners Fu Yu 0.21 0.27 Buy DCF
03/03/17 DBS Vickers Fu Yu 0.205 0.25 Not Rated PER6x FY7, Ex-Cash
05/11/17 DMG & Partners Fu Yu 0.225 0.23 Neutral
05/16/18 DMG & Partners Fu Yu 0.186 0.2 Neutral DCF

Frencken - Stock calls


Date Analyst Company Last Target Call Valuation
01/22/17 UOB Kay Hian Frencken 0.59 0.79 Buy PER12.3x FY18
05/16/17 Amfrasers Frencken 0.445 0.63 Buy PER10x FY17
08/11/17 Lim & Tan Frencken 0.52 0.63 Buy PER8.1x
08/16/17 Amfrasers Frencken 0.51 0.73 Buy PER10x FY18, PB1.2x
11/15/17 Amfrasers Frencken 0.54 0.66 Buy PER10x FY18
02/26/18 Amfrasers Frencken 0.67 0.72 Hold PER12x FY18
03/07/18 Amfrasers Frencken 0.63 0.72 Buy PER12x FY18
05/11/18 UOB Kay Hian Frencken 0.54 0.79 Buy

Stock calls for 22 May 2018


Date Analyst Company Last Target Call Valuation
05/22/18 Amfrasers Japan Foods 0.485 0.64 Buy DCF
05/22/18 CIMB Keppel Corp 8.19 10 Add Sum of parts
05/22/18 CIMB Sembcorp Marine 2.27 2.52 Add PB2.2x CY18
05/22/18 NRA Serial System 0.1666 0.24 Overweight DCF
05/22/18 Amfrasers Uni-Asia 1.4 1.81 Buy Sum of parts, PB0.5x FY18, PER10x FY18
05/22/18 DMG & Partners Valuetronics 0.845 0.96 Buy
05/22/18 Lim & Tan Wheelock Properties 1.81 0 Buy

Hyflux is going bankrupt soon.

https://www.bloombergquint.com/business/2018/05/22/hyflux-said-to-mull-seeking-court-protection-for-creditor-talks#gs.9OVbY8o

The once touted Singapore female CEO is going down the abyss now.

Hyflux's share price will tank when it resumes trading.

This is what Vietnam gets after granting approval for USA aircraft carrier visitation.

https://sg.finance.yahoo.com/news/us-hikes-tariffs-chinese-steel-064531281.html

The USA tramples over Vietnam after Vietnam war by imposing steel tariffs against Vietnam. 

Vietnam must be regretting now for granting the approval for the USA aircraft carrier visitation.

http://sg-stock.blogspot.sg/2018/01/the-usa-aircraft-carrier-will-visit.html

https://www.nytimes.com/2018/03/04/world/asia/carl-vinson-vietnam.html

USA is pushing EU to forge closer relationship with China.

https://www.yahoo.com/news/germanys-merkel-visit-china-may-24-25-spokeswoman-095040740--sector.html

The USA is helping China to forge closer relationships with EU by coercing the EU with tariffs.

Many countries are going to China for political and economic benefits nowadays.

Another economist portends that bitcoin is worthless.

https://www.marketwatch.com/Story/theres-a-decent-probability-bitcoin-goes-to-zero-says-vanguard-economist-2018-05-21?&siteid=yhoof2&yptr=yahoo

More and more economists are warning about bitcoin nowadays.

http://sg-stock.blogspot.sg/2018/03/bitcoin-is-only-worth-100-not-100000-in.html

http://sg-stock.blogspot.sg/2018/03/bitcoin-is-worthless.html

http://sg-stock.blogspot.sg/2018/02/world-bank-says-bitcoin-is-scam.html

Monday, May 21, 2018

Frasers Property - Stock calls


Date Analyst Company Last Target Call Valuation
01/09/17 DBS Vickers Frasers Property 1.62 2 Buy RNAV (30% discount)
02/10/17 DBS Vickers Frasers Property 1.6 2 Buy RNAV (30% discount)
02/10/17 DIR Frasers Property 1.6 1.89 Buy RNAV (30% discount)
02/13/17 CIMB Frasers Property 1.67 2.02 Add RNAV (30% discount)
03/15/17 DIR Frasers Property 1.705 1.89 Buy RNAV (30% discount)
03/17/17 DBS Vickers Frasers Property 1.74 2 Buy
04/04/17 DBS Vickers Frasers Property 1.745 2 Buy RNAV (30% discount)
04/04/17 DIR Frasers Property 1.745 1.91 Outperform RNAV (30% discount)
04/10/17 CIMB Frasers Property 1.785 2.02 Add RNAV (20% discount)
04/17/17 Lim & Tan Frasers Property 1.79 0 Buy
04/18/17 DIR Frasers Property 1.755 2.03 Outperform Sum of parts (30% discount)
05/11/17 Lim & Tan Frasers Property 1.865 0 Buy
05/12/17 CIMB Frasers Property 1.865 2.05 Add RNAV (30% discount)
05/12/17 DBS Vickers Frasers Property 1.865 2.3 Buy RNAV (20% discount)
05/12/17 DIR Frasers Property 1.865 2.04 Outperform Sum of parts (30% discount)
06/09/17 UOB Kay Hian Frasers Property 1.885 2.26 Buy
06/14/17 Lim & Tan Frasers Property 1.89 0 Buy
08/01/17 DBS Vickers Frasers Property 1.925 2.3 Buy RNAV (20% discount), PB1x
08/10/17 CIMB Frasers Property 1.915 2.09 Add RNAV (30% discount)
08/11/17 DBS Vickers Frasers Property 1.91 2.35 Buy RNAV (20% discount), PB1x
09/12/17 DBS Vickers Frasers Property 2.12 2.35 Buy
09/12/17 Lim & Tan Frasers Property 2.12 0 Hold
11/10/17 Lim & Tan Frasers Property 2.04 0 Buy
11/14/17 DBS Vickers Frasers Property 2.05 2.35 Buy RNAV (20% discount), PB1x
11/14/17 CIMB Frasers Property 2.05 2.37 Add RNAV (30% discount)
12/15/17 Lim & Tan Frasers Property 2.08 0 Buy
12/18/17 DBS Vickers Frasers Property 2.12 2.35 Buy
01/02/18 Lim & Tan Frasers Property 2.08 0 Buy
02/12/18 CIMB Frasers Property 1.96 2.4 Add RNAV (30% discount)
02/12/18 DBS Vickers Frasers Property 1.96 2.35 Buy RNAV (20% discount), PB1x
04/13/18 DBS Vickers Frasers Property 1.96 2.35 Buy
05/11/18 CIMB Frasers Property 1.95 2.4 Add