https://www.thestreet.com/markets/apple-slides-on-report-suppliers-prepping-for-sharply-lower-iphone-orders-14615809
Apple has just prepped its suppliers for a 20% drop in sales in 2018.
We've been warning about Iphone's sales recently.
http://sg-stock.blogspot.com/2018/04/apple-is-in-trouble-now-part-3.html
Friday, June 8, 2018
ISDN - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/11/17 | NRA | ISDN | 0.27 | 0.3 | Overweight | |
03/29/17 | NRA | ISDN | 0.197 | 0.32 | Overweight | PER14.66x FY17 |
06/15/17 | NRA | ISDN | 0.225 | 0.32 | Overweight | PER14.7x FY17 |
06/15/17 | UOB Kay Hian | ISDN | 0.225 | 0.35 | Buy | PER10.6x FY18 |
07/03/17 | UOB Kay Hian | ISDN | 0.22 | 0.35 | Buy | |
07/26/17 | Lim & Tan | ISDN | 0.225 | 0 | Trading Buy | |
08/08/17 | UOB Kay Hian | ISDN | 0.26 | 0.35 | Buy | |
08/15/17 | Lim & Tan | ISDN | 0.26 | 0 | Sell | Take profit |
11/15/17 | UOB Kay Hian | ISDN | 0.245 | 0.35 | Buy | |
02/20/18 | NRA | ISDN | 0.22 | 0.32 | Overweight | PER12.5x FY18 |
02/20/18 | UOB Kay Hian | ISDN | 0.22 | 0.35 | Buy | |
02/20/18 | Lim & Tan | ISDN | 0.22 | 0 | Trading Buy | |
02/28/18 | Lim & Tan | ISDN | 0.23 | 0 | Take Profit | |
05/15/18 | UOB Kay Hian | ISDN | 0.21 | 0.365 | Buy |
Ireit - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/09/17 | DBS Vickers | Ireit | 0.73 | 0.75 | Hold | DCF |
05/24/17 | DBS Vickers | Ireit | 0.755 | 0.75 | Hold | DCF |
Stock calls for 8 June 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
06/08/18 | NRA | Addvalue | 0.041 | 0.052 | Overweight | Mid-point of target $0.0485-$0.0552 |
06/08/18 | CIMB | CDL Hospitality | 1.66 | 1.92 | Add | |
06/08/18 | phillip | Comfortdelgro | 2.46 | 2.69 | Accumulate | |
06/08/18 | OCBC | Comfortdelgro | 2.46 | 2.5 | Hold | |
06/08/18 | CIMB | Far East Hospitality | 0.66 | 0.79 | Add | |
06/08/18 | CIMB | Genting | 1.25 | 1.4 | Add |
PAP makes my life full of hardship!
http://theindependent.sg/you-make-my-life-full-of-hardship-tampines-stallholder-begs-pap-for-mercy-as-conservancy-fees-climb/
This Singaporean is really courageous to voice it out by displaying the placards.
Is this the harbinger of something to come or just a one-off thing?
Look like PAP has lost touch with the people on the ground. If PAP is still unwilling to come down from its high pedestal, the people will vote for a change just like the Malaysians did.
This Singaporean is really courageous to voice it out by displaying the placards.
Is this the harbinger of something to come or just a one-off thing?
Look like PAP has lost touch with the people on the ground. If PAP is still unwilling to come down from its high pedestal, the people will vote for a change just like the Malaysians did.
Thursday, June 7, 2018
IPS Securex - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/14/17 | DMG & Partners | IPS Securex | 0.155 | 0.34 | Buy | DCF, PER13x FY18 |
09/11/17 | DMG & Partners | IPS Securex | 0.082 | 0.09 | Neutral | DCF |
Indofood Agri - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/11/17 | DBS Vickers | Indofood Agri | 0.545 | 0.58 | Buy | |
02/13/17 | DBS Vickers | Indofood Agri | 0.54 | 0.58 | Buy | |
03/02/17 | DBS Vickers | Indofood Agri | 0.52 | 0.56 | Hold | |
05/03/17 | DBS Vickers | Indofood Agri | 0.49 | 0.56 | Hold | DCF |
07/11/17 | DBS Vickers | Indofood Agri | 0.475 | 0.56 | Hold | |
07/31/17 | DBS Vickers | Indofood Agri | 0.495 | 0.49 | Hold | DCF |
08/28/17 | DIR | Indofood Agri | 0.46 | 0.4 | Underperform | PER7.5x FY17/18 |
09/13/17 | DBS Vickers | Indofood Agri | 0.46 | 0.49 | Hold | |
10/30/17 | DBS Vickers | Indofood Agri | 0.455 | 0.48 | Hold | DCF |
11/13/17 | DBS Vickers | Indofood Agri | 0.455 | 0.48 | Hold | |
11/20/17 | DIR | Indofood Agri | 0.445 | 0.4 | Underperform | PER7.5x FY17/18 |
01/15/18 | DBS Vickers | Indofood Agri | 0.405 | 0.48 | Hold | |
03/02/18 | DBS Vickers | Indofood Agri | 0.34 | 0.36 | Hold | DCF |
04/13/18 | DBS Vickers | Indofood Agri | 0.325 | 0.36 | Hold | |
05/02/18 | DBS Vickers | Indofood Agri | 0.32 | 0.36 | Hold | DCF |
Stock calls for 7 June 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
06/07/18 | DBS Vickers | Comfortdelgro | 2.47 | 2.12 | Hold | |
06/07/18 | DBS Vickers | Ezion | 0.105 | 0.29 | Buy | |
06/07/18 | phillip | Golden Energy | 0.375 | 0.48 | Buy | |
06/07/18 | OCBC | Hutchison Port | 0.305 | 0.375 | Buy | |
06/07/18 | UOB Kay Hian | KSH | 0.65 | 1.04 | Buy | Sum of parts |
06/07/18 | Kim Eng | Sasseur | 0.77 | 0.9 | Buy |
Pedestrians have to watch out while walking in the park nowadays!
http://www.asiaone.com/singapore/former-beauty-queen-hurt-e-scooter-accident
Another avoidable accident if pedestrian and e-scooter never cross path!
Luckily, there is no death this time but this will never end when the pedestrian, e-scooter and cyclist share the same path.
http://sg-stock.blogspot.com/2018/06/how-many-deaths-must-happen-before.html
Another avoidable accident if pedestrian and e-scooter never cross path!
Luckily, there is no death this time but this will never end when the pedestrian, e-scooter and cyclist share the same path.
http://sg-stock.blogspot.com/2018/06/how-many-deaths-must-happen-before.html
Mahathir is trying to skin Singapore further!
https://www.theedgesingapore.com/mas-asks-securities-commission-malaysia-clarify-position-stock-market-trading-link?utm_source=Singapore+Market+Report&utm_campaign=2abab847c4-EMAIL_CAMPAIGN_2018_06_06_10_32&utm_medium=email&utm_term=0_46b7beec93-2abab847c4-90900869
We knew Mahathir would continue to skin SG alive. We had stated this in our previous postings. Just look at what he did after he became the PM.
He terminated the KL-SG HSR to stop SG from reaping the economic benefits.
He proposed building an island on the middle rocks as a maritime base to impose security concerns on SG.
He is trying to terminate the KL-SG stock exchange link now.
http://sg-stock.blogspot.com/2018/05/singapore-ministers-do-not-dare-to.html
http://sg-stock.blogspot.com/2018/06/mahathir-has-shown-his-true-colour.html
We knew Mahathir would continue to skin SG alive. We had stated this in our previous postings. Just look at what he did after he became the PM.
He terminated the KL-SG HSR to stop SG from reaping the economic benefits.
He proposed building an island on the middle rocks as a maritime base to impose security concerns on SG.
He is trying to terminate the KL-SG stock exchange link now.
http://sg-stock.blogspot.com/2018/05/singapore-ministers-do-not-dare-to.html
http://sg-stock.blogspot.com/2018/06/mahathir-has-shown-his-true-colour.html
Wednesday, June 6, 2018
SGX is snubbed by another local IPO aspirant.
https://www.channelnewsasia.com/news/technology/myrepublic-garners-s-80-1m-in-fresh-funds-reveals-hk-ipo-plans-10386548
After losing Razor IPO to HK, SGX is losing another local IPO aspirant to HKEX. This goes to show that SGX is no longer attractive to IPO aspirants because of its low liquidity which engenders a low valuation.
Sigh!
After losing Razor IPO to HK, SGX is losing another local IPO aspirant to HKEX. This goes to show that SGX is no longer attractive to IPO aspirants because of its low liquidity which engenders a low valuation.
Sigh!
IHH Healthcare - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/08/17 | CIMB | IHH Healthcare | 1.96 | 2.35 | Add | Ringgit $7.06 target price, Sum of parts |
02/27/17 | Kim Eng | IHH Healthcare | 1.93 | 1.83 | Hold | Ringgit $5.80 target price |
03/09/17 | DIR | IHH Healthcare | 1.91 | 2.06 | Hold | Sum of parts, Ringgit $6.47 target price |
04/10/17 | UOB Kay Hian | IHH Healthcare | 1.89 | 1.85 | Hold | |
05/22/17 | DBS Vickers | IHH Healthcare | 1.91 | 2.3 | Buy | Sum of parts, Ringgit $7.15 target price |
05/22/17 | DMG & Partners | IHH Healthcare | 1.91 | 2.35 | Buy | DCF, Sum of parts, EV/Ebitda18x FY18 |
05/23/17 | DIR | IHH Healthcare | 1.92 | 2.12 | Hold | Sum of parts, Ringgit $6.56 |
05/23/17 | UOB Kay Hian | IHH Healthcare | 1.92 | 1.8 | Hold | Sum of parts, Buy @ $1.60 |
06/05/17 | Kim Eng | IHH Healthcare | 1.92 | 2 | Hold | Sum of parts, Ringgit $6.17 target |
06/06/17 | CIMB | IHH Healthcare | 1.915 | 2.21 | Add | Ringgit $6.84 target |
06/14/17 | DBS Vickers | IHH Healthcare | 1.94 | 2.31 | Buy | Sum of parts, Ringgit $7.15 target |
06/19/17 | UOB Kay Hian | IHH Healthcare | 1.945 | 1.8 | Hold | |
07/05/17 | Kim Eng | IHH Healthcare | 1.88 | 1.98 | Hold | Ringgit $6.15 target price |
08/01/17 | UOB Kay Hian | IHH Healthcare | 1.88 | 1.8 | Hold | |
08/24/17 | UOB Kay Hian | IHH Healthcare | 1.895 | 1.73 | Hold | Sum of parts, Buy @ $1.50 |
08/24/17 | CIMB | IHH Healthcare | 1.895 | 2.22 | Add | Ringgit $6.99 target price |
08/24/17 | DBS Vickers | IHH Healthcare | 1.895 | 2.16 | Buy | Ringgit $6.81 target |
08/24/17 | Kim Eng | IHH Healthcare | 1.895 | 1.94 | Hold | Ringgit $6.1 target price |
08/25/17 | DIR | IHH Healthcare | 1.895 | 2.09 | Hold | Ringgit $6.56 target |
11/28/17 | UOB Kay Hian | IHH Healthcare | 1.83 | 1.71 | Hold | Sum of parts, Buy @ $1.50 |
11/28/17 | CIMB | IHH Healthcare | 1.83 | 2.08 | Add | Sum of parts, Ringgit $6.36 target |
11/28/17 | DBS Vickers | IHH Healthcare | 1.83 | 2.23 | Buy | Ringgit $6.81 target |
11/28/17 | Lim & Tan | IHH Healthcare | 1.83 | 0 | Hold | Expensive at PER50x FY18 |
11/28/17 | Kim Eng | IHH Healthcare | 1.83 | 2.05 | Buy | Ringgit $6.3 target price |
02/28/18 | DMG & Partners | IHH Healthcare | 2.05 | 2.36 | Buy | DCF/SOP-based Ringgit $7 target price |
03/20/18 | DBS Vickers | IHH Healthcare | 2.02 | 2.29 | Buy | Sum of parts, Ringgit $6.81 target |
03/23/18 | MIDF | IHH Healthcare | 2.01 | 2.32 | Buy | Ringgit $6.91 target price |
04/17/18 | Kim Eng | IHH Healthcare | 2.05 | 2.36 | Buy | Sum of parts, Ringgit $7 target price |
04/17/18 | UOB Kay Hian | IHH Healthcare | 2.05 | 2.31 | Buy | Ringgit $6.86 |
04/26/18 | DBS Vickers | IHH Healthcare | 2.04 | 2.31 | Buy | Rinngit $6.81 target |
05/28/18 | DMG & Partners | IHH Healthcare | 2.08 | 2.36 | Buy | DCF & Sum of parts & EV/Ebitda 18x FY19, Ringgit $7 target price |
Ifast Corp - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
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 |
02/15/18 | DBS Vickers | Ifast Corp | 0.88 | 1.26 | Buy | DDM |
04/30/18 | DBS Vickers | Ifast Corp | 0.9 | 1.26 | Buy | DDM |
Hyflux - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
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 6 June 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
06/06/18 | DBS Vickers | APAC Realty | 0.925 | 1.32 | Buy | |
06/06/18 | UOB Kay Hian | Capitaland | 3.54 | 4.3 | Buy | |
06/06/18 | Deutsche | City Developments | 11.48 | 16 | Buy | RNAV (12% discount) & PB1.8x FY18 |
06/06/18 | UOB Kay Hian | Singapore Medical | 0.495 | 0.74 | Buy | |
06/06/18 | UOB Kay Hian | Sunpower | 0.48 | 0.77 | Buy | Sum of parts |
06/06/18 | Lim & Tan | Sunpower | 0.48 | 0.95 | Buy | Sum of parts |
06/06/18 | Amfrasers | Uni-Asia | 1.41 | 2 | Buy | Sum of parts, PB0.55x FY18, PER11x FY18 |
06/06/18 | Kim Eng | Venture | 21.63 | 28.83 | Buy | PB3.4x |
06/06/18 | CIMB | Yangzijiang | 1.02 | 1.27 | Add | Sum of parts |
06/06/18 | OCBC | Yanlord | 1.7 | 2.24 | Buy | PER6x |
Tuesday, June 5, 2018
Hutchison Port - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
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 |
02/06/18 | OCBC | Hutchison Port | 0.375 | 0.43 | Buy | |
02/06/18 | DBS Vickers | Hutchison Port | 0.375 | 0.39 | Hold | DCF, Buy @ $0.35 |
04/16/18 | OCBC | Hutchison Port | 0.33 | 0.43 | Buy | |
04/16/18 | DBS Vickers | Hutchison Port | 0.33 | 0.38 | Buy | DCF |
06/01/18 | OCBC | Hutchison Port | 0.275 | 0.43 | Buy | |
06/05/18 | DBS Vickers | Hutchison Port | 0.28 | 0.38 | Buy |
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 |
02/15/18 | DMG & Partners | HRnetGroup | 0.81 | 1.14 | Buy | DCF |
02/27/18 | Credit Suisse | HRnetGroup | 0.805 | 1.06 | Outperform | |
02/27/18 | DBS Vickers | HRnetGroup | 0.805 | 0.97 | Buy | PER15x FY18, Ex-cash |
05/11/18 | DBS Vickers | HRnetGroup | 0.83 | 0.98 | Buy | DCF & PER15x (ex-cash) |
05/11/18 | DMG & Partners | HRnetGroup | 0.83 | 1.14 | Buy | DCF |
Stock calls for 5 June 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
06/05/18 | DBS Vickers | Dairy Farm | 8.9 | 9.77 | Buy | |
06/05/18 | DBS Vickers | Genting | 1.26 | 1.49 | Buy | |
06/05/18 | phillip | Geo Energy | 0.225 | 0.41 | Buy | PER10x |
06/05/18 | UOB Kay Hian | Ho Bee | 2.49 | 3.02 | Buy | |
06/05/18 | DBS Vickers | Hutchison Port | 0.28 | 0.38 | Buy | |
06/05/18 | DBS Vickers | Keppel Corp | 7.75 | 10.2 | Buy | |
06/05/18 | CIMB | MM2 Asia | 0.485 | 0.72 | Add | Sum of parts |
06/05/18 | DMG & Partners | Moya Asia | 0.087 | 0.14 | Buy | |
06/05/18 | DBS Vickers | Roxy-Pacific | 0.505 | 0.63 | Buy | |
06/05/18 | DBS Vickers | Sembcorp Marine | 2.11 | 2.9 | Buy | |
06/05/18 | DBS Vickers | SIA | 11.48 | 13.7 | Buy | |
06/05/18 | DBS Vickers | Singtel | 3.27 | 3.85 | Buy | |
06/05/18 | UOB Kay Hian | Wheelock Properties | 1.74 | 2.33 | Buy | |
06/05/18 | DBS Vickers | Wilmar | 3.28 | 3.65 | Buy | |
06/05/18 | UOB Kay Hian | Wing Tai | 2.05 | 2.78 | Buy | RNAV (20% discount) |
How many deaths must happen before the government takes action against cyclists?
https://www.straitstimes.com/singapore/courts-crime/teenage-cyclist-who-allegedly-hit-60-year-old-woman-in-tampines-arrested?xtor=CS11-86
It's about time we take action against cyclists in the park where there are kids and elders frolicking and exercising in the park.
Cyclists and pedestrians cannot co-exist! How many deaths must happen before the government will reconsider to separate cyclists and pedestrians?
This is not the first case and won't be the last one too. Mark my words!
It's about time we take action against cyclists in the park where there are kids and elders frolicking and exercising in the park.
Cyclists and pedestrians cannot co-exist! How many deaths must happen before the government will reconsider to separate cyclists and pedestrians?
This is not the first case and won't be the last one too. Mark my words!
Recession may come sooner than expected.
https://sg.finance.yahoo.com/news/japans-weak-household-spending-services-activity-hint-recession-035757427--finance.html
The recession may come sooner than expected. The anticipated recession is in 2019/2020.
When Japan, the 3rd largest economy, enters into a recession, the rest of the world will follow suit because Japan is an export-oriented economy and is an accurate indicator of the world economies.
When Japan is not doing well, it means world trades are floundering too.
The recession may come sooner than expected. The anticipated recession is in 2019/2020.
When Japan, the 3rd largest economy, enters into a recession, the rest of the world will follow suit because Japan is an export-oriented economy and is an accurate indicator of the world economies.
When Japan is not doing well, it means world trades are floundering too.
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