| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/10/17 | OCBC | Memtech | 0.635 | 0.76 | Buy | |
| 02/27/17 | CIMB | Memtech | 0.65 | 0.76 | Add | PER8x FY18 |
| 02/27/17 | OCBC | Memtech | 0.65 | 0.77 | Hold | PER11.1x FY17, Buy @ $0.60 or lower |
| 04/25/17 | Lim & Tan | Memtech | 0.79 | 1 | Buy | PER10.6x, PB0.9x |
| 04/25/17 | UOB Kay Hian | Memtech | 0.79 | 1.05 | Buy | |
| 04/28/17 | CIMB | Memtech | 0.875 | 1.09 | Add | PER10x FY18 |
| 05/02/17 | OCBC | Memtech | 0.855 | 0.85 | Hold | |
| 05/19/17 | CIMB | Memtech | 0.785 | 1.09 | Add | PER10x FY18 |
| 05/29/17 | Lim & Tan | Memtech | 0.92 | 1.1 | Buy | PER11x, PB1x |
| 05/30/17 | UOB Kay Hian | Memtech | 0.97 | 1.15 | Buy | PER12.5x FY17 |
| 07/03/17 | UOB Kay Hian | Memtech | 0.895 | 1.15 | Buy | PER12.5x FY17 |
| 07/05/17 | CIMB | Memtech | 0.905 | 1.09 | Add | |
| 07/06/17 | OCBC | Memtech | 0.91 | 0.85 | Hold | |
| 07/28/17 | Lim & Tan | Memtech | 1.005 | 0 | Buy | |
| 08/04/17 | CIMB | Memtech | 1.035 | 1.16 | Add | PER10.4x FY18 |
| 08/08/17 | UOB Kay Hian | Memtech | 1.02 | 1.15 | Buy | PER12.5x FY17 |
| 08/11/17 | UOB Kay Hian | Memtech | 1.04 | 1.18 | Buy | PER10.3x FY18 |
| 08/11/17 | Lim & Tan | Memtech | 1.04 | 1.13 | Buy | PB1x |
| 09/05/17 | UOB Kay Hian | Memtech | 0.945 | 1.18 | Buy | PER10.3x FY18 |
| 10/04/17 | UOB Kay Hian | Memtech | 1.01 | 1.18 | Buy | PER10.3x FY18 |
| 10/11/17 | UOB Kay Hian | Memtech | 1.045 | 1.33 | Buy | PER11.6x FY18 |
| 10/11/17 | Lim & Tan | Memtech | 1.045 | 1.3 | Buy | PER13.7x |
| 11/02/17 | UOB Kay Hian | Memtech | 1.175 | 1.33 | Buy | |
| 11/13/17 | CIMB | Memtech | 1.14 | 1.33 | Add | PER10x FY19 |
| 12/20/17 | CIMB | Memtech | 1.09 | 1.33 | Add | |
| 01/10/18 | CIMB | Memtech | 1.15 | 1.33 | Add | PER10x FY19 |
| 01/24/18 | CLSA | Memtech | 1.28 | 2 | Buy | PEG0.45x, PER15x CY18 |
| 02/09/18 | UOB Kay Hian | Memtech | 1.29 | 1.43 | Buy | PER11.6x FY18 |
| 03/05/18 | Lim & Tan | Memtech | 1.52 | 0 | Buy | |
| 03/07/18 | CIMB | Memtech | 1.54 | 1.76 | Add | PER12x FY19 |
| 04/06/18 | UOB Kay Hian | Memtech | 1.58 | 1.5 | Hold | PER12x FY18, Buy @ $1.35 |
| 04/26/18 | Lim & Tan | Memtech | 1.37 | 0 | Hold | |
| 04/27/18 | CIMB | Memtech | 1.29 | 1.47 | Add | PER10x FY19 |
| 04/27/18 | UOB Kay Hian | Memtech | 1.29 | 1.32 | Hold | PER10.6x FY18, Buy @ $1.18 |
| 06/26/18 | CIMB | Memtech | 1.13 | 1.47 | Add |
Thursday, June 28, 2018
Memtech - Stock calls
Megachem - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 03/06/17 | NRA | Megachem | 0.44 | 0.485 | Not Rated | DCF |
| 09/04/17 | NRA | Megachem | 0.39 | 0.485 | Not Rated | |
| 04/30/18 | NRA | Megachem | 0.385 | 0.51 | Not Rated | DCF, PER14.7x FY18 |
| 06/26/18 | SAC | Megachem | 0.32 | 0.5 | Buy | PER14.9x FY19 |
Mapletree Logistics - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/09/17 | DBS Vickers | Mapletree Logistics | 1.04 | 1.15 | Buy | |
| 01/24/17 | DIR | Mapletree Logistics | 1.06 | 1.04 | Hold | DDM |
| 01/24/17 | UOB Kay Hian | Mapletree Logistics | 1.06 | 1.2 | Buy | DDM |
| 01/25/17 | CIMB | Mapletree Logistics | 1.055 | 1.02 | Hold | DDM |
| 01/25/17 | OCBC | Mapletree Logistics | 1.055 | 1.06 | Hold | |
| 01/31/17 | Credit Suisse | Mapletree Logistics | 1.055 | 1.12 | Neutral | |
| 02/28/17 | Deutsche | Mapletree Logistics | 1.07 | 1.15 | Buy | |
| 03/07/17 | UOB Kay Hian | Mapletree Logistics | 1.06 | 1.2 | Buy | |
| 03/24/17 | OCBC | Mapletree Logistics | 1.08 | 1.06 | Hold | |
| 03/30/17 | DBS Vickers | Mapletree Logistics | 1.09 | 1.28 | Buy | |
| 03/30/17 | DIR | Mapletree Logistics | 1.09 | 1.09 | Hold | DDM |
| 04/11/17 | UOB Kay Hian | Mapletree Logistics | 1.11 | 1.2 | Buy | |
| 04/18/17 | DIR | Mapletree Logistics | 1.105 | 1.09 | Hold | |
| 04/18/17 | Kim Eng | Mapletree Logistics | 1.105 | 1.2 | Hold | DDM |
| 05/02/17 | CIMB | Mapletree Logistics | 1.13 | 1.1 | Hold | DDM |
| 05/02/17 | DBS Vickers | Mapletree Logistics | 1.13 | 1.28 | Buy | |
| 05/02/17 | DIR | Mapletree Logistics | 1.13 | 1.1 | Hold | DDM |
| 05/02/17 | Kim Eng | Mapletree Logistics | 1.13 | 1.2 | Buy | DDM |
| 05/02/17 | OCBC | Mapletree Logistics | 1.13 | 1.14 | Hold | DDM |
| 05/25/17 | Deutsche | Mapletree Logistics | 1.155 | 1.2 | Buy | |
| 05/25/17 | UOB Kay Hian | Mapletree Logistics | 1.155 | 1.29 | Buy | |
| 06/12/17 | DBS Vickers | Mapletree Logistics | 1.2 | 1.28 | Buy | |
| 06/22/17 | Deutsche | Mapletree Logistics | 1.18 | 1.2 | Buy | |
| 06/22/17 | Kim Eng | Mapletree Logistics | 1.18 | 1.2 | Hold | |
| 07/03/17 | Kim Eng | Mapletree Logistics | 1.2 | 1.2 | Hold | |
| 07/05/17 | Lim & Tan | Mapletree Logistics | 1.195 | 0 | Hold | |
| 07/11/17 | DIR | Mapletree Logistics | 1.19 | 1.07 | Underperform | DDM |
| 07/11/17 | OCBC | Mapletree Logistics | 1.19 | 1.15 | Hold | DDM |
| 07/25/17 | UOB Kay Hian | Mapletree Logistics | 1.22 | 1.29 | Buy | DDM |
| 07/25/17 | Credit Suisse | Mapletree Logistics | 1.22 | 1.15 | Neutral | |
| 07/25/17 | Deutsche | Mapletree Logistics | 1.22 | 1.3 | Buy | |
| 07/26/17 | CIMB | Mapletree Logistics | 1.235 | 1.12 | Hold | DDM |
| 07/26/17 | DBS Vickers | Mapletree Logistics | 1.235 | 1.28 | Buy | DCF |
| 08/14/17 | OCBC | Mapletree Logistics | 1.19 | 1.15 | Hold | |
| 08/15/17 | DBS Vickers | Mapletree Logistics | 1.19 | 1.28 | Buy | |
| 08/30/17 | Kim Eng | Mapletree Logistics | 1.21 | 1.19 | Hold | DDM |
| 08/30/17 | CIMB | Mapletree Logistics | 1.21 | 1.13 | Hold | DDM |
| 08/30/17 | Lim & Tan | Mapletree Logistics | 1.21 | 0 | Hold | |
| 08/31/17 | OCBC | Mapletree Logistics | 1.23 | 1.35 | Buy | |
| 09/22/17 | OCBC | Mapletree Logistics | 1.2 | 1.35 | Buy | |
| 09/27/17 | DIR | Mapletree Logistics | 1.205 | 1.1 | Underperform | |
| 10/05/17 | OCBC | Mapletree Logistics | 1.24 | 1.35 | Buy | |
| 10/20/17 | DBS Vickers | Mapletree Logistics | 1.225 | 1.38 | Buy | |
| 10/23/17 | UOB Kay Hian | Mapletree Logistics | 1.24 | 1.29 | Buy | |
| 10/24/17 | Lim & Tan | Mapletree Logistics | 1.275 | 0 | Hold | |
| 10/25/17 | Credit Suisse | Mapletree Logistics | 1.255 | 1.18 | Neutral | |
| 10/25/17 | Kim Eng | Mapletree Logistics | 1.255 | 1.25 | Hold | DDM |
| 10/25/17 | CIMB | Mapletree Logistics | 1.255 | 1.21 | Hold | DDM |
| 10/25/17 | Deutsche | Mapletree Logistics | 1.255 | 1.35 | Buy | |
| 11/30/17 | OCBC | Mapletree Logistics | 1.26 | 1.35 | Buy | |
| 12/01/17 | UOB Kay Hian | Mapletree Logistics | 1.27 | 1.37 | Buy | |
| 12/06/17 | Lim & Tan | Mapletree Logistics | 1.28 | 0 | Hold | |
| 12/18/17 | DBS Vickers | Mapletree Logistics | 1.32 | 1.38 | Buy | |
| 01/09/18 | DBS Vickers | Mapletree Logistics | 1.36 | 1.38 | Buy | |
| 01/10/18 | Lim & Tan | Mapletree Logistics | 1.35 | 0 | Hold | |
| 01/23/18 | UOB Kay Hian | Mapletree Logistics | 1.35 | 1.41 | Hold | DDM |
| 01/23/18 | OCBC | Mapletree Logistics | 1.35 | 1.35 | Buy | |
| 01/23/18 | Deutsche | Mapletree Logistics | 1.35 | 1.4 | Buy | |
| 01/24/18 | CIMB | Mapletree Logistics | 1.38 | 1.43 | Add | DDM |
| 01/24/18 | Credit Suisse | Mapletree Logistics | 1.38 | 1.18 | Neutral | |
| 01/24/18 | OCBC | Mapletree Logistics | 1.38 | 1.48 | Buy | |
| 01/24/18 | DBS Vickers | Mapletree Logistics | 1.38 | 1.45 | Buy | |
| 02/14/18 | Deutsche | Mapletree Logistics | 1.23 | 1.35 | Buy | |
| 02/20/18 | DBS Vickers | Mapletree Logistics | 1.25 | 1.45 | Buy | |
| 03/06/18 | OCBC | Mapletree Logistics | 1.2 | 1.48 | Buy | |
| 04/16/18 | Kim Eng | Mapletree Logistics | 1.27 | 1.25 | Hold | |
| 04/27/18 | UOB Kay Hian | Mapletree Logistics | 1.26 | 1.41 | Hold | |
| 04/27/18 | OCBC | Mapletree Logistics | 1.26 | 1.48 | 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 |
| 05/02/18 | CIMB | Mapletree Logistics | 1.27 | 1.39 | Add | DDM |
| 06/21/18 | OCBC | Mapletree Logistics | 1.22 | 1.34 | Buy | |
| 06/26/18 | DBS Vickers | Mapletree Logistics | 1.22 | 1.48 | Buy |
Stock calls for 28 June 2018
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 06/28/18 | DBS Vickers | Capitaland | 3.13 | 4.35 | Buy | |
| 06/28/18 | DMG & Partners | Capitaland | 3.13 | 4.25 | Buy | RNAV (15% discount) |
| 06/28/18 | UOB Kay Hian | Chip Eng Seng | 0.84 | 1.38 | Buy | |
| 06/28/18 | OCBC | Sheng Siong | 1.05 | 1.12 | Buy | |
| 06/28/18 | DBS Vickers | ST Engineering | 3.29 | 4.1 | Buy | |
| 06/28/18 | NRA | Trendlines | 0.119 | 0.225 | Overweight | |
| 06/28/18 | DBS Vickers | UOB | 26.36 | 33.2 | Buy | |
| 06/28/18 | CIMB | Y Venture | 0.445 | 0.62 | Add | PER30x CY19 |
Wednesday, June 27, 2018
Mapletree Industrial - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/09/17 | DBS Vickers | Mapletree Industrial | 1.665 | 1.9 | Buy | |
| 01/25/17 | Deutsche | Mapletree Industrial | 1.645 | 1.65 | Hold | |
| 01/25/17 | OCBC | Mapletree Industrial | 1.645 | 1.79 | Buy | |
| 01/25/17 | UOB Kay Hian | Mapletree Industrial | 1.645 | 1.6 | Hold | DDM |
| 01/26/17 | CIMB | Mapletree Industrial | 1.65 | 1.68 | Add | DDM |
| 01/26/17 | Phillip | Mapletree Industrial | 1.65 | 1.74 | Accumulate | DDM |
| 01/31/17 | Credit Suisse | Mapletree Industrial | 1.665 | 1.82 | Outperform | |
| 02/14/17 | CIMB | Mapletree Industrial | 1.665 | 1.68 | Add | |
| 02/17/17 | JP Morgan | Mapletree Industrial | 1.675 | 1.75 | Overweight | |
| 02/20/17 | Phillip | Mapletree Industrial | 1.66 | 1.74 | Accumulate | |
| 02/28/17 | Deutsche | Mapletree Industrial | 1.66 | 1.65 | Hold | |
| 03/06/17 | CIMB | Mapletree Industrial | 1.67 | 1.68 | Add | DDM |
| 03/06/17 | DBS Vickers | Mapletree Industrial | 1.67 | 1.9 | Buy | |
| 03/07/17 | DIR | Mapletree Industrial | 1.685 | 1.7 | Hold | DDM |
| 03/07/17 | UOB Kay Hian | Mapletree Industrial | 1.685 | 1.6 | Hold | |
| 03/29/17 | OCBC | Mapletree Industrial | 1.76 | 1.88 | Buy | |
| 03/30/17 | DBS Vickers | Mapletree Industrial | 176 | 1.94 | Buy | |
| 04/11/17 | UOB Kay Hian | Mapletree Industrial | 1.77 | 1.6 | Hold | |
| 04/18/17 | DIR | Mapletree Industrial | 1.785 | 1.7 | Hold | |
| 04/18/17 | Kim Eng | Mapletree Industrial | 1.785 | 2 | Buy | DDM |
| 04/25/17 | DBS Vickers | Mapletree Industrial | 1.795 | 1.94 | Buy | DCF |
| 04/25/17 | DIR | Mapletree Industrial | 1.795 | 1.71 | Hold | DDM |
| 04/25/17 | OCBC | Mapletree Industrial | 1.795 | 1.93 | Buy | |
| 04/26/17 | CIMB | Mapletree Industrial | 1.82 | 1.8 | Hold | DDM |
| 04/26/17 | Kim Eng | Mapletree Industrial | 1.82 | 2.05 | Buy | DDM |
| 04/26/17 | Phillip | Mapletree Industrial | 1.82 | 1.8 | Neutral | DDM |
| 04/26/17 | UOB Kay Hian | Mapletree Industrial | 1.82 | 1.69 | Hold | DDM |
| 05/08/17 | Deutsche | Mapletree Industrial | 1.81 | 1.7 | Hold | |
| 05/08/17 | Phillip | Mapletree Industrial | 1.81 | 1.8 | Neutral | |
| 05/25/17 | UOB Kay Hian | Mapletree Industrial | 1.815 | 1.78 | Hold | |
| 06/09/17 | Lim & Tan | Mapletree Industrial | 1.84 | 0 | Hold | |
| 06/12/17 | DBS Vickers | Mapletree Industrial | 1.825 | 1.94 | Buy | |
| 06/20/17 | OCBC | Mapletree Industrial | 1.8 | 1.93 | Buy | |
| 06/22/17 | Deutsche | Mapletree Industrial | 1.815 | 1.7 | Hold | |
| 06/22/17 | Kim Eng | Mapletree Industrial | 1.815 | 2.05 | Buy | |
| 07/03/17 | Kim Eng | Mapletree Industrial | 1.86 | 2.05 | Buy | DDM |
| 07/26/17 | DIR | Mapletree Industrial | 1.88 | 1.71 | Hold | DDM |
| 07/26/17 | UOB Kay Hian | Mapletree Industrial | 1.88 | 1.78 | Hold | DDM |
| 07/26/17 | OCBC | Mapletree Industrial | 1.88 | 1.92 | Hold | |
| 07/26/17 | DBS Vickers | Mapletree Industrial | 1.88 | 1.94 | Buy | DCF |
| 07/26/17 | Religare | Mapletree Industrial | 1.88 | 1.9 | Buy | |
| 07/26/17 | Phillip | Mapletree Industrial | 1.88 | 1.98 | Accumulate | DDM, PB1.41x FY18 |
| 07/27/17 | CIMB | Mapletree Industrial | 1.905 | 1.91 | Hold | DDM |
| 08/03/17 | Kim Eng | Mapletree Industrial | 1.84 | 2.05 | Buy | |
| 08/22/17 | Phillip | Mapletree Industrial | 1.855 | 1.98 | Accumulate | |
| 09/27/17 | DBS Vickers | Mapletree Industrial | 1.84 | 1.94 | Buy | DCF |
| 09/28/17 | Kim Eng | Mapletree Industrial | 1.85 | 2.05 | Buy | |
| 10/09/17 | Phillip | Mapletree Industrial | 1.875 | 1.98 | Accumulate | |
| 10/23/17 | UOB Kay Hian | Mapletree Industrial | 1.9 | 1.78 | Hold | |
| 10/25/17 | OCBC | Mapletree Industrial | 1.96 | 1.92 | Hold | |
| 10/25/17 | Kim Eng | Mapletree Industrial | 1.96 | 2.05 | Buy | |
| 10/25/17 | UOB Kay Hian | Mapletree Industrial | 1.97 | 1.88 | Hold | |
| 10/26/17 | CIMB | Mapletree Industrial | 1.97 | 1.94 | Hold | DDM |
| 10/27/17 | Phillip | Mapletree Industrial | 1.97 | 1.99 | Neutral | DDM, PB1.37x FY18 |
| 11/08/17 | DBS Vickers | Mapletree Industrial | 1.965 | 2.15 | Buy | DCF |
| 11/28/17 | Kim Eng | Mapletree Industrial | 1.99 | 2.1 | Buy | |
| 12/01/17 | UOB Kay Hian | Mapletree Industrial | 1.97 | 1.88 | Hold | |
| 12/04/17 | Phillip | Mapletree Industrial | 1.99 | 2.06 | Hold | |
| 12/04/17 | OCBC | Mapletree Industrial | 1.99 | 2.06 | Hold | |
| 01/19/18 | Kim Eng | Mapletree Industrial | 2.11 | 2.1 | Buy | |
| 01/24/18 | OCBC | Mapletree Industrial | 2.07 | 2.06 | Hold | |
| 01/24/18 | UOB Kay Hian | Mapletree Industrial | 2.07 | 1.88 | Hold | DDM |
| 01/24/18 | DBS Vickers | Mapletree Industrial | 2.07 | 2.15 | Buy | |
| 01/25/18 | Phillip | Mapletree Industrial | 2.12 | 2.15 | Neutral | DDM, PB1.48x FY18 |
| 01/25/18 | CIMB | Mapletree Industrial | 2.12 | 2.16 | Add | DDM |
| 02/12/18 | Phillip | Mapletree Industrial | 1.93 | 2.15 | Neutral | |
| 04/16/18 | Kim Eng | Mapletree Industrial | 2.03 | 2.2 | Buy | |
| 04/24/18 | UOB Kay Hian | Mapletree Industrial | 2.02 | 2 | Hold | DDM |
| 04/25/18 | CIMB | Mapletree Industrial | 2 | 2.12 | Add | DDM |
| 04/25/18 | Phillip | Mapletree Industrial | 2 | 2.09 | Neutral | PB1.48x FY19 |
| 04/25/18 | OCBC | Mapletree Industrial | 2 | 2.06 | Hold | |
| 04/25/18 | Kim Eng | Mapletree Industrial | 2 | 2.25 | Buy | DDM |
| 04/30/18 | DBS Vickers | Mapletree Industrial | 2.02 | 2.22 | Buy | |
| 05/02/18 | CIMB | Mapletree Industrial | 2.03 | 2.12 | Add | |
| 05/21/18 | Phillip | Mapletree Industrial | 1.95 | 2.09 | Neutral |
Mapletree North Asia - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/09/17 | DBS Vickers | Mapletree North Asia | 0.955 | 1.11 | Buy | DCF |
| 01/31/17 | CIMB | Mapletree North Asia | 0.955 | 1.13 | Add | DDM |
| 01/31/17 | OCBC | Mapletree North Asia | 0.955 | 1.08 | Buy | |
| 03/06/17 | OCBC | Mapletree North Asia | 0.985 | 1.08 | Buy | |
| 03/30/17 | DBS Vickers | Mapletree North Asia | 1.015 | 1.11 | Buy | DCF |
| 04/03/17 | CIMB | Mapletree North Asia | 1.02 | 1.13 | Add | |
| 04/27/17 | OCBC | Mapletree North Asia | 1.06 | 1.08 | Buy | |
| 04/28/17 | CIMB | Mapletree North Asia | 1.045 | 1.14 | Add | |
| 04/28/17 | DBS Vickers | Mapletree North Asia | 1.045 | 1.25 | Buy | DCF |
| 04/28/17 | OCBC | Mapletree North Asia | 1.045 | 1.13 | Buy | |
| 06/23/17 | CIMB | Mapletree North Asia | 1.075 | 1.14 | Add | |
| 07/31/17 | OCBC | Mapletree North Asia | 1.11 | 1.22 | Buy | |
| 08/01/17 | CIMB | Mapletree North Asia | 1.11 | 1.17 | Add | DDM |
| 08/01/17 | DBS Vickers | Mapletree North Asia | 1.11 | 1.25 | Buy | |
| 10/24/17 | CIMB | Mapletree North Asia | 1.215 | 1.2 | Hold | DDM |
| 10/24/17 | OCBC | Mapletree North Asia | 1.215 | 1.28 | Buy | |
| 10/24/17 | DBS Vickers | Mapletree North Asia | 1.215 | 1.3 | Buy | DCF |
| 11/30/17 | OCBC | Mapletree North Asia | 1.16 | 1.28 | Buy | |
| 12/14/17 | OCBC | Mapletree North Asia | 1.19 | 1.28 | Buy | |
| 12/18/17 | DBS Vickers | Mapletree North Asia | 1.19 | 1.3 | Buy | |
| 01/29/18 | OCBC | Mapletree North Asia | 1.27 | 1.39 | Buy | |
| 01/29/18 | CIMB | Mapletree North Asia | 1.27 | 1.26 | Hold | DDM |
| 01/29/18 | DBS Vickers | Mapletree North Asia | 1.27 | 1.4 | Buy | |
| 03/28/18 | Lim & Tan | Mapletree North Asia | 1.18 | 0 | Buy on weakness | |
| 03/29/18 | CIMB | Mapletree North Asia | 1.15 | 1.3 | Add | DDM |
| 04/26/18 | OCBC | Mapletree North Asia | 1.13 | 1.39 | Buy | |
| 04/27/18 | OCBC | Mapletree North Asia | 1.15 | 1.42 | Buy | DDM |
| 04/27/18 | CIMB | Mapletree North Asia | 1.15 | 1.3 | Add | DDM |
| 05/23/18 | OCBC | Mapletree North Asia | 1.16 | 1.42 | Buy | |
| 06/26/18 | DBS Vickers | Mapletree North Asia | 1.13 | 1.45 | Buy | DCF |
Stock calls for 27 June 2018
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 06/27/18 | DMG & Partners | Avi-Tech | 0.39 | 0.43 | Neutral | |
| 06/27/18 | DMG & Partners | Centurion | 0.455 | 0.47 | Neutral | |
| 06/27/18 | DMG & Partners | Fu Yu | 0.171 | 0.2 | Neutral | |
| 06/27/18 | OCBC | Golden Agri | 0.315 | 0.34 | Hold | |
| 06/27/18 | DMG & Partners | GSS Energy | 0.139 | 0.25 | Buy | Sum of parts |
| 06/27/18 | DMG & Partners | HRnetGroup | 0.865 | 1.18 | Buy | DCF |
| 06/27/18 | DMG & Partners | ISOTeam | 0.335 | 0.42 | Buy | |
| 06/27/18 | DMG & Partners | Jadason | 0.04 | 0.05 | Neutral | |
| 06/27/18 | UOB Kay Hian | Jumbo | 0.52 | 0.53 | Hold | DCF, Buy @ $0.48 |
| 06/27/18 | DBS Vickers | M1 | 1.59 | 1.46 | Hold | EV/Ebitda6x |
| 06/27/18 | DMG & Partners | Singapore Medical | 0.46 | 0.68 | Buy | |
| 06/27/18 | DMG & Partners | Singtel | 3.12 | 4.05 | Buy | |
| 06/27/18 | DMG & Partners | Starhub | 1.73 | 1.9 | Neutral | DCF |
| 06/27/18 | DBS Vickers | Starhub | 1.73 | 1.42 | Hold | EV/Ebitda5.6x |
| 06/27/18 | DMG & Partners | Valuetronics | 0.665 | 0.92 | Buy | |
| 06/27/18 | OCBC | Wilmar | 3.06 | 3.51 | Buy |
Trump is losing the US-China trade war!
https://finance.yahoo.com/news/trumps-rage-towards-harley-davidson-happens-pick-winners-losers-152524509.html
We stated previously that to win in a trade war, the country would need to have a high saving rate and strong political will. The USA doesn't have both but China does.
Harley Davidson cannot tolerate the tariff and has to move its production overseas. This is just a harbinger or the tip of the iceberg. When Walmart products get expensive, the US citizens will not be able to tolerate the price spikes and vote Trump out.
http://sg-stock.blogspot.com/2018/04/who-will-win-in-trade-war-us-or-china.html
http://sg-stock.blogspot.com/2018/06/the-stock-market-will-start-in-red-next.html
We stated previously that to win in a trade war, the country would need to have a high saving rate and strong political will. The USA doesn't have both but China does.
Harley Davidson cannot tolerate the tariff and has to move its production overseas. This is just a harbinger or the tip of the iceberg. When Walmart products get expensive, the US citizens will not be able to tolerate the price spikes and vote Trump out.
http://sg-stock.blogspot.com/2018/04/who-will-win-in-trade-war-us-or-china.html
http://sg-stock.blogspot.com/2018/06/the-stock-market-will-start-in-red-next.html
Tuesday, June 26, 2018
Mahathir has backed down from the water pact review.
https://sg.news.yahoo.com/now-dr-m-says-reviewing-110953014.html
He has discovered that it is not easy to review the water pact as it is registered with the UN. The UN has to get involved as it is part of the agreement to be separated from Malaysia.
He has discovered that it is not easy to review the water pact as it is registered with the UN. The UN has to get involved as it is part of the agreement to be separated from Malaysia.
Mapletree Commercial - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/09/17 | DBS Vickers | Mapletree Commercial | 1.45 | 1.62 | Buy | DCF |
| 01/12/17 | HSBC | Mapletree Commercial | 1.47 | 1.75 | Buy | |
| 01/24/17 | Deutsche | Mapletree Commercial | 1.47 | 1.6 | Buy | |
| 01/26/17 | CIMB | Mapletree Commercial | 1.48 | 1.45 | Hold | DDM |
| 01/26/17 | Credit Suisse | Mapletree Commercial | 1.48 | 1.73 | Outperform | |
| 01/26/17 | Lim & Tan | Mapletree Commercial | 1.48 | 0 | Hold | |
| 02/09/17 | Credit Suisse | Mapletree Commercial | 1.52 | 1.73 | Outperform | |
| 02/28/17 | Deutsche | Mapletree Commercial | 1.495 | 1.6 | Buy | |
| 03/17/17 | DBS Vickers | Mapletree Commercial | 1.49 | 1.62 | Buy | DCF |
| 04/26/17 | DBS Vickers | Mapletree Commercial | 1.57 | 1.62 | Buy | |
| 04/27/17 | CIMB | Mapletree Commercial | 1.585 | 1.7 | Add | DDM |
| 06/22/17 | Deutsche | Mapletree Commercial | 1.555 | 1.6 | Buy | |
| 06/23/17 | CIMB | Mapletree Commercial | 1.56 | 1.7 | Add | |
| 07/28/17 | DBS Vickers | Mapletree Commercial | 1.63 | 1.62 | Hold | |
| 07/28/17 | Credit Suisse | Mapletree Commercial | 1.63 | 1.73 | Outperform | |
| 07/28/17 | CIMB | Mapletree Commercial | 1.63 | 1.79 | Add | DDM |
| 09/13/17 | Credit Suisse | Mapletree Commercial | 1.55 | 1.73 | Outperform | |
| 10/27/17 | DBS Vickers | Mapletree Commercial | 1.58 | 1.62 | Hold | |
| 10/27/17 | CIMB | Mapletree Commercial | 1.58 | 1.75 | Add | DDM |
| 12/11/17 | DBS Vickers | Mapletree Commercial | 1.58 | 1.75 | Buy | |
| 01/02/18 | Kim Eng | Mapletree Commercial | 1.62 | 1.45 | Sell | DDM |
| 01/04/18 | Deutsche | Mapletree Commercial | 1.67 | 1.7 | Buy | |
| 01/25/18 | Lim & Tan | Mapletree Commercial | 1.67 | 0 | Hold | |
| 01/26/18 | CIMB | Mapletree Commercial | 1.68 | 1.75 | Add | DDM |
| 04/25/18 | Kim Eng | Mapletree Commercial | 1.6 | 1.5 | Hold | DDM |
| 04/25/18 | CIMB | Mapletree Commercial | 1.6 | 1.75 | Add | DDM |
| 04/25/18 | DBS Vickers | Mapletree Commercial | 1.6 | 1.8 | Buy | DCF, PB1.2x |
Manulife US Reit - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/03/17 | DMG & Partners | Manulife US Reit | 0.83 | 0.96 | Buy | DDM |
| 01/05/17 | Lim & Tan | Manulife US Reit | 0.835 | 0 | Buy | |
| 01/09/17 | DBS Vickers | Manulife US Reit | 0.84 | 0.93 | Buy | DCF |
| 02/14/17 | DBS Vickers | Manulife US Reit | 0.86 | 0.95 | Buy | DCF |
| 02/14/17 | DMG & Partners | Manulife US Reit | 0.86 | 0.96 | Buy | DDM |
| 02/28/17 | Deutsche | Manulife US Reit | 0.84 | 0.95 | Buy | |
| 03/10/17 | DMG & Partners | Manulife US Reit | 0.84 | 0.96 | Buy | |
| 04/07/17 | DMG & Partners | Manulife US Reit | 0.835 | 0.96 | Buy | |
| 05/03/17 | DBS Vickers | Manulife US Reit | 0.84 | 1.01 | Buy | DCF |
| 05/04/17 | DMG & Partners | Manulife US Reit | 0.85 | 0.96 | Buy | |
| 05/08/17 | Lim & Tan | Manulife US Reit | 0.865 | 0 | Buy | |
| 06/21/17 | DMG & Partners | Manulife US Reit | 0.885 | 0.99 | Buy | DDM |
| 06/21/17 | Lim & Tan | Manulife US Reit | 0.885 | 0 | Buy on weakness | |
| 06/22/17 | Deutsche | Manulife US Reit | 0.89 | 0.95 | Buy | |
| 07/12/17 | DMG & Partners | Manulife US Reit | 0.915 | 0.99 | Buy | |
| 08/10/17 | DMG & Partners | Manulife US Reit | 0.925 | 1 | Buy | DDM |
| 08/10/17 | DBS Vickers | Manulife US Reit | 0.925 | 1.07 | Buy | DCF |
| 08/10/17 | Lim & Tan | Manulife US Reit | 0.925 | 1 | Buy | |
| 08/10/17 | Deutsche | Manulife US Reit | 0.925 | 1 | Buy | |
| 09/04/17 | Lim & Tan | Manulife US Reit | 0.965 | 0 | Buy | |
| 09/05/17 | DMG & Partners | Manulife US Reit | 0.94 | 0.98 | Buy | DDM, Ex-Rights 41-for-100 @ $0.695 |
| 11/06/17 | DMG & Partners | Manulife US Reit | 0.905 | 0.98 | Buy | DDM |
| 11/29/17 | DBS Vickers | Manulife US Reit | 0.865 | 0.99 | Buy | DCF |
| 12/19/17 | DMG & Partners | Manulife US Reit | 0.93 | 0.98 | Buy | |
| 01/03/18 | Lim & Tan | Manulife US Reit | 0.93 | 1 | Buy | |
| 01/04/18 | Deutsche | Manulife US Reit | 0.94 | 1 | Buy | |
| 01/05/18 | DMG & Partners | Manulife US Reit | 0.935 | 0.98 | Buy | |
| 02/06/18 | UOB Kay Hian | Manulife US Reit | 0.92 | 1.12 | Buy | DDM |
| 02/06/18 | Lim & Tan | Manulife US Reit | 0.92 | 1 | Hold | |
| 02/06/18 | DMG & Partners | Manulife US Reit | 0.92 | 0.98 | Buy | DDM |
| 02/07/18 | DBS Vickers | Manulife US Reit | 0.91 | 1 | Buy | DCF |
| 02/21/18 | Amfrasers | Manulife US Reit | 0.91 | 1.008 | Buy | DDM |
| 04/13/18 | Lim & Tan | Manulife US Reit | 0.925 | 1 | Hold | |
| 04/16/18 | DMG & Partners | Manulife US Reit | 0.82 | 1 | Buy | DDM |
| 04/16/18 | DBS Vickers | Manulife US Reit | 0.82 | 1 | Buy | |
| 04/17/18 | Amfrasers | Manulife US Reit | 0.925 | 1.01 | Buy | |
| 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 | |
| 05/08/18 | Amfrasers | Manulife US Reit | 0.945 | 1.02 | Buy | |
| 06/26/18 | DBS Vickers | Manulife US Reit | 0.86 | 0.97 | Buy | DCF |
Mandarin Oriental - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 03/03/17 | Nomura | Mandarin Oriental | 1.275 | 1.06 | Reduce | |
| 06/06/17 | Nomura | Mandarin Oriental | 1.71 | 1.73 | Neutral |
Subscribe to:
Posts (Atom)
