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Friday, September 7, 2018

Banyan Tree - Stock calls


Date Analyst Company Last Target Call Valuation
08/04/17 phillip Banyan Tree 0.565 0.77 Buy Sum of parts
08/14/17 phillip Banyan Tree 0.55 0.74 Buy Sum of parts, PB0.87x FY18
09/12/17 UOB Kay Hian Banyan Tree 0.64 0.93 Buy Sum of parts, EV/Ebitda12.9x FY18
09/27/17 UOB Kay Hian Banyan Tree 0.62 0.92 Buy Sum of parts, EV/Ebitda12.9x FY18
11/09/17 UOB Kay Hian Banyan Tree 0.62 0.92 Buy Sum of parts
11/13/17 phillip Banyan Tree 0.605 0.71 Accumulate Sum of parts, PB0.7x FY18
01/11/18 UOB Kay Hian Banyan Tree 0.63 0.92 Buy Sum of parts
02/28/18 UOB Kay Hian Banyan Tree 0.62 0.92 Buy Sum of parts
03/01/18 phillip Banyan Tree 0.605 0.71 Accumulate Sum of parts
03/05/18 UOB Kay Hian Banyan Tree 0.585 0.92 Buy
04/20/18 UOB Kay Hian Banyan Tree 0.605 1 Buy Sum of parts
05/16/18 UOB Kay Hian Banyan Tree 0.58 1 Buy Sum of parts
05/17/18 phillip Banyan Tree 0.575 0.73 Accumulate Sum of parts, PB0.94x FY18
07/16/18 phillip Banyan Tree 0.525 0.73 Accumulate Sum of parts, PB0.94x FY18
08/15/18 UOB Kay Hian Banyan Tree 0.535 1 Buy Sum of parts
08/24/18 phillip Banyan Tree 0.54 0.73 Accumulate Sum of parts, PB0.94x FY18

Ayonda - Stock calls


Date Analyst Company Last Target Call Valuation
08/31/18 phillip Ayonda 0.009 0.22 Buy Price to sales 6x FY18

Avi-Tech - Stock calls

Date Analyst Company Last Target Call Valuation
02/09/17 Lim & Tan Avi-Tech 0.335 0 Buy
03/29/17 DMG & Partners Avi-Tech 0.4 0.52 Buy DCF, PER5.7x FY18, Ex-cash
05/15/17 DMG & Partners Avi-Tech 0.44 0.52 Buy DCF
08/07/17 DMG & Partners Avi-Tech 0.51 0.52 Buy
08/21/17 DMG & Partners Avi-Tech 0.47 0.59 Buy DCF, PER12x FY18
08/21/17 Lim & Tan Avi-Tech 0.47 0 Buy
11/14/17 DMG & Partners Avi-Tech 0.525 0.59 Buy DCF, PER12x FY18
01/24/18 DMG & Partners Avi-Tech 0.48 0.59 Buy DCF, PER12x FY18
02/20/18 DMG & Partners Avi-Tech 0.49 0.59 Buy
05/08/18 DMG & Partners Avi-Tech 0.455 0.46 Neutral DCF, PER11.5x FY19
05/16/18 DMG & Partners Avi-Tech 0.44 0.43 Neutral DCF, PER11.5x FY19
06/27/18 DMG & Partners Avi-Tech 0.39 0.43 Neutral

Stock calls for 7 September 2018


Date Analyst Company Last Target Call Valuation
09/07/18 OCBC A-Reit 2.69 2.71 Hold
09/07/18 DBS Vickers APAC Realty 0.565 0.62 Hold PER10x FY19
09/07/18 OCBC Frasers Logistics 1.08 1.19 Buy
09/07/18 phillip Geo Energy 0.22 0.34 Buy
09/07/18 phillip Golden Energy 0.255 0.41 Buy
09/07/18 UOB Kay Hian M1 1.57 1.55 Sell
09/07/18 DMG & Partners Silverlake 0.445 0.57 Buy

The US is starting an economic imperialism programme for developing countries.

https://sg.finance.yahoo.com/news/proposed-us-initiative-aims-apos-065000915.html

While the US accuses China of economic imperialism, it is starting its own imperialism programme for developing countries with the BUILD programme, albeit at a much smaller fund than China's BRI.

If you think the US won't impose any unreasonable conditions, you will be dead wrong about it because the US will only think of its own benefits.  A good example would be the abandoned TPP by the US because it couldn't impose more unreasonable conditions on other countries on top of the ISDS.

https://sg-stock.blogspot.com/2017/05/fearmongering-by-western-media.html

The US is finding an excuse to attack Syria now.

https://sg.news.yahoo.com/u-seen-evidence-syria-preparing-chemical-weapons-idlib-001207754.html

The US is using the same tactic to launch an attack against Syria now.  The US also said the same thing about Iraq possessing WMDs before the US attacked Iraq but couldn't find any WMDs at the end.

Thursday, September 6, 2018

Astaka - Stock calls


Date Analyst Company Last Target Call Valuation
08/24/17 NRA Astaka 0.092 0.13 Overweight RNAV (56% discount)

Aspen - Stock calls


Date Analyst Company Last Target Call Valuation
09/29/17 CIMB Aspen 0.23 0.29 Add
10/20/17 DMG & Partners Aspen 0.22 0.31 Buy RNAV (45% discount)
11/14/17 CIMB Aspen 0.22 0.29 Add RNAV (45% discount)
04/02/18 CIMB Aspen 0.215 0.29 Add RNAV (45% discount)

Asiaphos - Stock calls


Date Analyst Company Last Target Call Valuation
09/14/17 NRA Asiaphos 0.095 0.167 Overweight

Stock calls for 6 September 2018


Date Analyst Company Last Target Call Valuation
09/06/18 Kim Eng Bukit Sembawang 5.92 5.1 Hold
09/06/18 Kim Eng Capitaland 3.35 3.8 Buy
09/06/18 Kim Eng City Developments 8.96 10.4 Hold
09/06/18 Kim Eng Guocoland 1.88 1.9 Hold
09/06/18 Kim Eng Ho Bee 2.59 3.05 Buy
09/06/18 DBS Vickers Keppel Corp 6.44 9 Buy
09/06/18 OCBC OUE 1.57 2.25 Buy
09/06/18 Kim Eng Oxley 0.345 0.36 Hold
09/06/18 DBS Vickers Sembcorp Industries 2.75 3.9 Buy
09/06/18 DBS Vickers Sembcorp Marine 1.68 2.5 Buy
09/06/18 DMG & Partners ST Engineering 3.26 3.97 Buy
09/06/18 Kim Eng Starhub 1.61 1.96 Buy DCF
09/06/18 UOB Kay Hian Starhub 1.61 1.85 Hold DCF
09/06/18 CIMB Starhub 1.61 1.85 Add DCF
09/06/18 DBS Vickers Starhub 1.61 1.42 Hold EV/Ebitda5.6x
09/06/18 DMG & Partners Starhub 1.61 1.78 Neutral DCF
09/06/18 CIMB Synagie 0.215 0.34 Add Price-to-Sales 2.2x CY19
09/06/18 Kim Eng UOL 6.76 8.8 Buy

Turkey has chosen Russia over US.

https://sg.finance.yahoo.com/news/turkey-begins-constructing-russian-missile-040900524.html

With the purchase and installation of Russian S400 defence missile system, Turkey has blatantly defected from NATO and the USA.

Turkey, Russia, Syria and Iran will be the new coalition against Nato and the USA in the Middle East.  Furthermore, Iraq is also likely to join the new coalition if the USA continues its overbearing tactics against Iraq.

https://sg-stock.blogspot.com/2017/09/turkey-has-defected-from-nato.html

Trump had indicated that he would proceed with the $200b tariffs against china goods.

Trump had indicated that he would proceed with the $200b tariffs against China goods by refusing to strike any deal with China this time.

China has just announced that it will retaliate if the US proceeds with the proposed tariffs.

https://sg.finance.yahoo.com/news/china-says-retaliate-u-implements-tariffs-072843016--business.html

Wednesday, September 5, 2018

Japan typhoon - September 2018

Many flights have been cancelled and the Kansai airport is damaged.

https://www.theguardian.com/world/video/2018/sep/04/ship-crashes-into-airport-bridge-as-typhoon-jebi-reaches-japan-video

Asian Healthcare - Stock calls


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Date Analyst Company Last Target Call Valuation
06/18/18 NRA Asian Healthcare 0.27 0.355 Not Rated PER24.2x FY19, EV/Ebitda16.18x FY19, Mid-point of target $0.33-$0.38
07/11/18 UOB Kay Hian Asian Healthcare 0.24 0.33 Buy PER19.4x FY19

Ascendas India Trust - Stock calls


Date Analyst Company Last Target Call Valuation
01/09/17 DBS Vickers Ascendas India Trust 1.025 1.13 Buy DDM
02/01/17 DBS Vickers Ascendas India Trust 1.05 1.12 Buy DDM
02/01/17 Lim & Tan Ascendas India Trust 1.05 0 Hold
04/27/17 DBS Vickers Ascendas India Trust 1.135 1.2 Buy DDM
07/25/17 DBS Vickers Ascendas India Trust 1.16 1.15 Hold DDM
10/26/17 DBS Vickers Ascendas India Trust 1.145 1.15 Hold DDM
11/27/17 DBS Vickers Ascendas India Trust 1.13 1.25 Buy DDM
01/30/18 DBS Vickers Ascendas India Trust 1.13 1.25 Buy
04/26/18 DBS Vickers Ascendas India Trust 1.01 1.22 Buy DDM
04/26/18 Jefferies Ascendas India Trust 1.01 1.2 Buy
05/15/18 DBS Vickers Ascendas India Trust 1.05 1.22 Buy
06/26/18 DBS Vickers Ascendas India Trust 1.02 1.25 Buy DDM
07/26/18 DBS Vickers Ascendas India Trust 1.09 1.25 Buy DDM

Ascendas Hospitality Trust - Stock calls


Date Analyst Company Last Target Call Valuation
01/09/17 DBS Vickers Ascendas Hospitality Trust 0.715 0.84 Buy DCF
06/19/17 DBS Vickers Ascendas Hospitality Trust 0.81 0.88 Buy DCF
01/30/18 DBS Vickers Ascendas Hospitality Trust 0.875 0.91 Buy
02/02/18 Lim & Tan Ascendas Hospitality Trust 0.895 0 Hold
02/05/18 DBS Vickers Ascendas Hospitality Trust 0.885 0.97 Buy DCF
04/17/18 DBS Vickers Ascendas Hospitality Trust 0.8 0.97 Buy
06/26/18 DBS Vickers Ascendas Hospitality Trust 0.775 0.98 Buy DCF
07/06/18 DBS Vickers Ascendas Hospitality Trust 0.785 0.98 Buy

Stock calls for 5 September 2018


Date Analyst Company Last Target Call Valuation
09/05/18 CIMB Frasers Centrepoint Trust 2.29 2.49 Add DDM

Singapore stock market fell 1.69% today.

STI fell 1.69% at the close today because of anticipation of the US tariffs against China tonight.

Trump is expected to proceed with the proposed tariffs against China tonight and China will retaliate with the same might.

Let's see how Trump will react after China's retaliation.

Tuesday, September 4, 2018

Ascott Reit (ART) - Stock calls


Date Analyst Company Last Target Call Valuation
01/04/17 OCBC ART 1.14 1.24 Buy
01/04/17 UOB Kay Hian ART 1.14 1.3 Buy DDM
01/09/17 DBS Vickers ART 1.16 1.32 Buy DCF
01/18/17 DIR ART 1.17 1.24 Outperform DDM
01/24/17 Lim & Tan ART 1.17 0 Buy
01/25/17 CIMB ART 1.185 1.14 Hold DDM
01/25/17 DBS Vickers ART 1.185 1.28 Buy DCF
01/25/17 OCBC ART 1.185 1.22 Hold
01/31/17 Credit Suisse ART 1.185 1.23 Neutral
02/08/17 DIR ART 1.14 1.24 Outperform DDM
03/07/17 Lim & Tan ART 1.17 0 Hold CR = 29 for 100 @ $0.919
03/07/17 UOB Kay Hian ART 1.17 1.3 Buy
03/08/17 CIMB ART 1.13 1 Reduce DDM
03/08/17 Credit Suisse ART 1.13 1.11 Neutral
03/08/17 DIR ART 1.13 1.12 Hold DDM
03/08/17 OCBC ART 1.13 1.16 Hold Target $1.105 ex-rights 29-for-100 @ $0.919
03/08/17 UOB Kay Hian ART 1.13 1.2 Hold DDM, Ex rights 29 for 100 $0.919
03/23/17 OCBC ART 1.065 1.105 Hold
04/06/17 OCBC ART 1.1 1.05 Hold
04/11/17 UOB Kay Hian ART 1.09 1.2 Hold
04/17/17 OCBC ART 1.09 1.105 Hold
04/18/17 DIR ART 1.095 1.12 Hold
04/24/17 DBS Vickers ART 1.09 1.16 Buy DCF, Ex-Rights
04/24/17 DIR ART 1.09 1.08 Hold DDM
04/24/17 OCBC ART 1.09 1.09 Hold
04/24/17 UOB Kay Hian ART 1.09 1.15 Hold DDM, Buy @ $1 or below
05/25/17 UOB Kay Hian ART 1.12 1.17 Hold DDM, Buy @ $1
05/31/17 Lim & Tan ART 1.125 0 Buy
06/01/17 CIMB ART 1.125 1.05 Hold DDM
06/01/17 DBS Vickers ART 1.125 1.16 Buy
06/01/17 OCBC ART 1.125 1.095 Hold
07/04/17 DBS Vickers ART 1.16 1.16 Buy
07/04/17 OCBC ART 1.16 1.095 Hold
07/20/17 Lim & Tan ART 1.175 0 Sell
07/21/17 CIMB ART 1.195 1.14 Hold DDM
07/21/17 DIR ART 1.195 1.12 Hold DDM
07/21/17 UOB Kay Hian ART 1.195 1.18 Hold DDM, Buy @ $1
07/24/17 DBS Vickers ART 1.21 1.28 Buy DCF
08/17/17 DBS Vickers ART 1.18 1.28 Buy DCF
09/29/17 OCBC ART 1.18 1.1 Hold
10/23/17 UOB Kay Hian ART 1.215 1.18 Hold
10/25/17 OCBC ART 1.22 1.11 Hold
10/25/17 CIMB ART 1.22 1.16 Hold DDM
10/25/17 DBS Vickers ART 1.22 1.28 Buy DCF
12/01/17 UOB Kay Hian ART 1.19 1.23 Hold
01/29/18 UOB Kay Hian ART 1.26 1.23 Hold
01/29/18 OCBC ART 1.26 1.16 Hold
01/29/18 DBS Vickers ART 1.26 1.34 Buy DCF
03/15/18 UOB Kay Hian ART 1.16 1.23 Hold
04/17/18 DBS Vickers ART 1.14 1.34 Buy
04/18/18 Lim & Tan ART 1.13 0 Neutral
04/19/18 UOB Kay Hian ART 1.14 1.23 Hold DDM
04/19/18 DBS Vickers ART 1.14 1.3 Buy DCF
07/06/18 DBS Vickers ART 1.09 1.3 Buy
07/25/18 OCBC ART 1.13 1 Sell
07/25/18 UOB Kay Hian ART 1.13 1.18 Hold DDM
07/25/18 CIMB ART 1.13 1.16 Hold DDM
07/25/18 DBS Vickers ART 1.13 1.25 Buy DCF
08/30/18 DBS Vickers ART 1.08 1.25 Buy DCF

APTV - Stock calls


Date Analyst Company Last Target Call Valuation
04/21/17 Phillip APTV 0.49 0.64 Buy DCF, EV/Ebitda10.7x
05/16/17 Phillip APTV 0.55 0.64 Buy DCF, EV/Ebitda10.7x
05/17/17 Amfrasers APTV 0.55 0.65 Buy DDM
08/15/17 Phillip APTV 0.58 0.64 Buy
08/16/17 Amfrasers APTV 0.58 0.6 Buy DDM
11/14/17 Phillip APTV 0.605 0.64 Accumulate
02/28/18 Phillip APTV 0.575 0.62 Accumulate
05/17/18 Phillip APTV 0.465 0.52 Buy
07/16/18 Phillip APTV 0.425 0.52 Buy
08/07/18 Phillip APTV 0.405 0.35 Reduce