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Thursday, September 13, 2018

Capitacommercial - Stock calls


Date Analyst Company Last Target Call Valuation
01/03/17 DMG & Partners CapitaCommercial 1.48 1.68 Buy DDM
01/03/17 UOB Kay Hian CapitaCommercial 1.48 1.78 Buy
01/09/17 DBS Vickers CapitaCommercial 1.535 1.7 Buy DCF
01/11/17 Deutsche CapitaCommercial 1.56 1.6 Hold
01/11/17 Kim Eng CapitaCommercial 1.56 1.81 Buy
01/18/17 DIR CapitaCommercial 1.565 1.37 Underperform
01/18/17 Lim & Tan CapitaCommercial 1.565 0 Buy
01/18/17 OCBC CapitaCommercial 1.565 1.53 Hold
01/18/17 Religare CapitaCommercial 1.565 1.46 Hold
01/19/17 Credit Suisse CapitaCommercial 1.565 1.51 Underperform
01/19/17 DBS Vickers CapitaCommercial 1.565 1.69 Buy DCF
01/19/17 DIR CapitaCommercial 1.565 1.35 Underperform DDM
01/19/17 UOB Kay Hian CapitaCommercial 1.565 1.75 Buy DDM
01/24/17 Phillip CapitaCommercial 1.565 1.63 Neutral DDM
02/09/17 Credit Suisse CapitaCommercial 1.54 1.51 Neutral
02/17/17 JP Morgan CapitaCommercial 1.535 1.65 Overweight
02/28/17 Deutsche CapitaCommercial 1.545 1.6 Hold
03/02/17 UOB Kay Hian CapitaCommercial 1.55 1.75 Buy
03/08/17 DBS Vickers CapitaCommercial 1.525 1.69 Buy DCF
03/10/17 DMG & Partners CapitaCommercial 1.525 1.68 Buy
03/24/17 Kim Eng CapitaCommercial 1.53 1.81 Buy Target yield 5%
04/07/17 DMG & Partners CapitaCommercial 1.56 1.68 Buy
04/11/17 UOB Kay Hian CapitaCommercial 1.57 1.75 Buy
04/18/17 DIR CapitaCommercial 1.61 1.35 Underperform
04/18/17 Kim Eng CapitaCommercial 1.61 1.81 Buy
04/19/17 OCBC CapitaCommercial 1.62 1.53 Hold
04/19/17 Religare CapitaCommercial 1.62 1.5 Hold
04/20/17 CIMB CapitaCommercial 1.63 1.55 Hold DDM
04/20/17 Credit Suisse CapitaCommercial 1.63 1.51 Neutral
04/20/17 DIR CapitaCommercial 1.63 1.38 Underperform DDM
04/20/17 DMG & Partners CapitaCommercial 1.63 1.68 Take Profit DDM
04/20/17 Lim & Tan CapitaCommercial 1.63 0 Hold
04/20/17 Phillip CapitaCommercial 1.63 1.63 Neutral DDM
05/02/17 DBS Vickers CapitaCommercial 1.625 1.69 Buy
05/03/17 CIMB CapitaCommercial 1.63 1.55 Hold DDM
05/03/17 Kim Eng CapitaCommercial 1.63 1.81 Buy Target yield 5%
05/03/17 Phillip CapitaCommercial 1.63 1.63 Neutral DDM
05/03/17 UOB Kay Hian CapitaCommercial 1.63 1.75 Buy
05/25/17 Deutsche CapitaCommercial 1.68 1.7 Hold
05/25/17 UOB Kay Hian CapitaCommercial 1.68 1.94 Buy
06/13/17 OCBC CapitaCommercial 1.645 1.69 Hold
06/22/17 Deutsche CapitaCommercial 1.64 1.7 Hold
06/23/17 UOB Kay Hian CapitaCommercial 1.65 1.9 Buy DDM
07/04/17 DBS Vickers CapitaCommercial 1.665 1.69 Buy
07/04/17 Lim & Tan CapitaCommercial 1.665 0 Hold
07/04/17 UOB Kay Hian CapitaCommercial 1.665 1.9 Buy DDM
07/05/17 DIR CapitaCommercial 1.675 1.36 Sell DDM
07/05/17 DMG & Partners CapitaCommercial 1.675 1.68 Take Profit DDM
07/11/17 Kim Eng CapitaCommercial 1.71 1.81 Buy
07/14/17 CIMB CapitaCommercial 1.67 1.68 Hold DDM
07/19/17 OCBC CapitaCommercial 1.69 1.69 Hold
07/20/17 DMG & Partners CapitaCommercial 1.725 1.69 Take Profit DDM
07/20/17 DIR CapitaCommercial 1.725 1.42 Sell DDM
07/20/17 Phillip CapitaCommercial 1.725 1.8 Accumulate DDM
07/20/17 Credit Suisse CapitaCommercial 1.725 1.54 Neutral
07/20/17 DBS Vickers CapitaCommercial 1.725 1.85 Buy DCF
07/25/17 UOB Kay Hian CapitaCommercial 1.755 1.9 Buy
07/31/17 UOB Kay Hian CapitaCommercial 1.73 1.75 Buy
08/01/17 DBS Vickers CapitaCommercial 1.72 1.85 Buy DCF
08/17/17 UOB Kay Hian CapitaCommercial 1.715 1.9 Buy
09/21/17 DMG & Partners CapitaCommercial 1.71 1.68 Take Profit
09/21/17 Deutsche CapitaCommercial 1.71 1.75 Hold
09/22/17 Kim Eng CapitaCommercial 1.695 1.81 Buy Target yield 5%
09/22/17 DIR CapitaCommercial 1.695 1.39 Sell DDM, Ex-rights 166-for-1000 at 1.363
09/22/17 UOB Kay Hian CapitaCommercial 1.695 1.9 Buy
09/22/17 Lim & Tan CapitaCommercial 1.695 0 Buy on weakness
09/22/17 Phillip CapitaCommercial 1.695 1.8 Accumulate DDM, PB1x
09/26/17 OCBC CapitaCommercial 1.7 1.65 Hold
10/09/17 Phillip CapitaCommercial 1.64 1.8 Accumulate DDM, PB1x
10/20/17 Kim Eng CapitaCommercial 1.66 1.77 Buy Target yield 5%
10/23/17 UOB Kay Hian CapitaCommercial 1.66 1.9 Buy DDM
10/23/17 Credit Suisse CapitaCommercial 1.66 1.49 Neutral
10/23/17 DMG & Partners CapitaCommercial 1.66 1.6 Take Profit DDM
10/23/17 OCBC CapitaCommercial 1.66 1.66 Hold DDM
10/23/17 CIMB CapitaCommercial 1.66 1.68 Hold DDM
10/23/17 DBS Vickers CapitaCommercial 1.66 1.8 Buy DCF
11/09/17 UOB Kay Hian CapitaCommercial 1.81 1.9 Buy
12/01/17 UOB Kay Hian CapitaCommercial 1.89 2.09 Buy
12/18/17 Kim Eng CapitaCommercial 1.87 1.8 Hold Target yield 5%
12/20/17 CIMB CapitaCommercial 1.93 1.68 Hold
01/04/18 Deutsche CapitaCommercial 1.99 1.85 Hold
01/05/18 DMG & Partners CapitaCommercial 2.03 1.6 Take Profit
01/19/18 UOB Kay Hian CapitaCommercial 1.92 2.09 Buy
01/25/18 Lim & Tan CapitaCommercial 1.91 0 Hold
01/26/18 Kim Eng CapitaCommercial 1.9 1.8 Hold
01/26/18 DMG & Partners CapitaCommercial 1.9 1.63 Sell DDM
01/26/18 OCBC CapitaCommercial 1.9 1.84 Hold
01/26/18 DBS Vickers CapitaCommercial 1.9 2.1 Buy DCF
01/26/18 CIMB CapitaCommercial 1.9 1.84 Hold
01/29/18 Phillip CapitaCommercial 1.92 1.8 Neutral DDM
02/13/18 UOB Kay Hian CapitaCommercial 1.72 2.09 Buy
02/14/18 Deutsche CapitaCommercial 1.74 1.9 Buy
02/20/18 DBS Vickers CapitaCommercial 1.78 2.1 Buy
03/05/18 UOB Kay Hian CapitaCommercial 1.72 2.09 Buy
03/06/18 UOB Kay Hian CapitaCommercial 1.7 1.91 Buy
03/14/18 Lim & Tan CapitaCommercial 1.77 0 Buy
04/13/18 DBS Vickers CapitaCommercial 1.83 2.1 Buy DCF
04/24/18 UOB Kay Hian CapitaCommercial 1.82 2.09 Buy DDM
04/24/18 OCBC CapitaCommercial 1.82 1.84 Hold
04/24/18 Lim & Tan CapitaCommercial 1.82 0 Buy
04/25/18 Phillip CapitaCommercial 1.8 1.88 Accumulate DDM
04/25/18 DMG & Partners CapitaCommercial 1.8 1.63 Sell DDM
04/25/18 CIMB CapitaCommercial 1.8 1.93 Hold DDM
05/02/18 UOB Kay Hian CapitaCommercial 1.82 2.09 Buy DDM
05/08/18 DBS Vickers CapitaCommercial 1.79 2.1 Buy
05/17/18 DMG & Partners CapitaCommercial 1.72 1.63 Sell
05/17/18 OCBC CapitaCommercial 1.72 1.84 Hold
05/18/18 DMG & Partners CapitaCommercial 1.72 1.65 Neutral DDM
05/18/18 CIMB CapitaCommercial 1.72 1.94 Add DDM
06/04/18 UOB Kay Hian CapitaCommercial 1.69 2.09 Buy
06/12/18 DBS Vickers CapitaCommercial 1.7 2.1 Buy
06/22/18 UOB Kay Hian CapitaCommercial 1.64 2.11 Buy DDM
06/26/18 DBS Vickers CapitaCommercial 1.64 2.12 Buy DCF
06/26/18 Lim & Tan CapitaCommercial 1.64 0 Buy
07/02/18 Phillip CapitaCommercial 1.66 1.88 Accumulate DDM, PB0.97x
07/02/18 CIMB CapitaCommercial 1.66 1.9 Add DDM
07/02/18 OCBC CapitaCommercial 1.66 1.84 Hold
07/02/18 DBS Vickers CapitaCommercial 1.66 2.12 Buy DCF
07/03/18 UOB Kay Hian CapitaCommercial 1.63 2.11 Buy
07/13/18 Lim & Tan CapitaCommercial 1.75 0 Buy
07/20/18 CIMB CapitaCommercial 1.75 1.9 Add
07/20/18 UOB Kay Hian CapitaCommercial 1.75 1.99 Buy DDM
08/02/18 DBS Vickers CapitaCommercial 1.74 2.12 Buy
08/17/18 UOB Kay Hian CapitaCommercial 1.74 1.99 Buy
09/13/18 OCBC CapitaCommercial 1.74 1.69 Hold
09/13/18 DBS Vickers CapitaCommercial 1.74 2.12 Buy
09/13/18 UOB Kay Hian CapitaCommercial 1.74 1.99 Buy DDM

Stock calls for 13 September 2018


Date Analyst Company Last Target Call Valuation
09/13/18 Kim Eng Bumitama 0.675 0.98 Buy
09/13/18 DBS Vickers Bumitama 0.675 0.88 Buy
09/13/18 OCBC CapitaCommercial 1.74 1.69 Hold
09/13/18 DBS Vickers CapitaCommercial 1.74 2.12 Buy
09/13/18 UOB Kay Hian CapitaCommercial 1.74 1.99 Buy DDM
09/13/18 Macquarie Capitaland 3.26 4.32 Outperform
09/13/18 Kim Eng First Resources 1.67 2 Buy
09/13/18 DBS Vickers First Resources 1.67 2 Buy
09/13/18 DBS Vickers Indofood Agri 0.183 0.21 Hold
09/13/18 CIMB SPH 2.74 2.88 Add Sum of parts
09/13/18 DBS Vickers Wilmar 3.15 3.61 Buy

Wednesday, September 12, 2018

Cache Logistics - Stock calls


Date Analyst Company Last Target Call Valuation
01/09/17 DBS Vickers Cache Logistics 0.82 0.93 Hold
01/24/17 CIMB Cache Logistics 0.81 0.71 Reduce DDM
01/24/17 DMG & Partners Cache Logistics 0.81 0.86 Neutral
01/24/17 OCBC Cache Logistics 0.81 0.78 Hold
01/24/17 UOB Kay Hian Cache Logistics 0.81 0.95 Buy DDM
01/25/17 DBS Vickers Cache Logistics 0.82 0.77 Hold DCF
01/26/17 phillip Cache Logistics 0.815 0.73 Reduce DDM
02/20/17 phillip Cache Logistics 0.81 0.73 Reduce
02/23/17 DBS Vickers Cache Logistics 0.82 0.77 Hold
02/23/17 DMG & Partners Cache Logistics 0.82 0.86 Neutral
02/23/17 OCBC Cache Logistics 0.82 0.78 Hold
02/27/17 phillip Cache Logistics 0.82 0.74 Reduce DDM
02/28/17 OCBC Cache Logistics 0.815 0.79 Hold Buy @ $0.75 or below
03/07/17 UOB Kay Hian Cache Logistics 0.815 0.95 Buy
04/10/17 CIMB Cache Logistics 0.88 0.71 Reduce
04/11/17 UOB Kay Hian Cache Logistics 0.88 0.95 Buy
04/18/17 Kim Eng Cache Logistics 0.86 0.95 Hold DDM
04/21/17 CIMB Cache Logistics 0.87 0.82 Hold
04/21/17 OCBC Cache Logistics 0.87 0.79 Hold
04/21/17 phillip Cache Logistics 0.87 0.75 Reduce DDM, PB0.98x FY17
04/24/17 DBS Vickers Cache Logistics 0.885 0.77 Hold
04/24/17 DMG & Partners Cache Logistics 0.885 0.86 Neutral DDM
05/08/17 phillip Cache Logistics 0.88 0.75 Reduce
05/25/17 UOB Kay Hian Cache Logistics 0.89 0.96 Hold
06/22/17 Kim Eng Cache Logistics 0.905 0.95 Hold
07/03/17 Kim Eng Cache Logistics 0.92 0.95 Hold DDM
07/12/17 DMG & Partners Cache Logistics 0.935 0.86 Neutral
07/24/17 CIMB Cache Logistics 0.94 0.84 Reduce DDM
07/24/17 phillip Cache Logistics 0.94 0.86 Neutral DDM, PB1.12x FY17
07/24/17 OCBC Cache Logistics 0.94 0.82 Sell
07/24/17 Religare Cache Logistics 0.94 0.95 Buy
07/27/17 DBS Vickers Cache Logistics 0.91 0.82 Hold
09/06/17 CIMB Cache Logistics 0.855 0.76 Reduce DDM
09/06/17 OCBC Cache Logistics 0.855 0.81 Hold Ex-right $0.78 (18 for 100 @ $0.632)
09/12/17 phillip Cache Logistics 0.825 0.82 Neutral DDM, PB1.09x FY17
09/21/17 DMG & Partners Cache Logistics 0.815 0.86 Neutral DDM
10/25/17 Kim Eng Cache Logistics 0.84 0.85 Hold
10/25/17 phillip Cache Logistics 0.84 0.82 Neutral DDM, PB1.1x FY17
10/25/17 DMG & Partners Cache Logistics 0.84 0.84 Neutral DDM
10/25/17 CIMB Cache Logistics 0.84 0.77 Hold DDM
10/26/17 OCBC Cache Logistics 0.845 0.78 Hold
10/26/17 DBS Vickers Cache Logistics 0.845 0.83 Hold
11/01/17 phillip Cache Logistics 0.82 0.82 Neutral DDM
11/01/17 DBS Vickers Cache Logistics 0.82 0.83 Hold
11/02/17 OCBC Cache Logistics 0.84 0.81 Hold
12/19/17 DMG & Partners Cache Logistics 0.84 0.84 Neutral
01/05/18 DMG & Partners Cache Logistics 0.875 0.84 Neutral
01/19/18 Kim Eng Cache Logistics 0.875 0.9 Hold DDM
01/19/18 CIMB Cache Logistics 0.875 0.85 Hold DDM
01/22/18 DMG & Partners Cache Logistics 0.88 0.96 Buy DDM
01/22/18 phillip Cache Logistics 0.88 0.92 Accumulate DDM
01/22/18 DBS Vickers Cache Logistics 0.88 0.9 Hold
01/22/18 OCBC Cache Logistics 0.88 0.81 Hold
02/02/18 phillip Cache Logistics 0.88 0.93 Accumulate DDM
02/02/18 OCBC Cache Logistics 0.88 0.85 Hold
02/02/18 DMG & Partners Cache Logistics 0.88 0.98 Buy DDM
02/02/18 Kim Eng Cache Logistics 0.88 0.95 Buy
02/02/18 CIMB Cache Logistics 0.88 0.88 Hold
03/27/18 phillip Cache Logistics 0.825 0.93 Accumulate
04/13/18 phillip Cache Logistics 0.84 0.91 Accumulate DDM
04/16/18 Kim Eng Cache Logistics 0.83 0.95 Buy
04/26/18 DBS Vickers Cache Logistics 0.83 0.88 Hold
04/26/18 OCBC Cache Logistics 0.83 0.83 Hold
04/26/18 CIMB Cache Logistics 0.83 0.8 Hold DDM
04/27/18 DMG & Partners Cache Logistics 0.825 0.98 Buy DDM
05/17/18 DMG & Partners Cache Logistics 0.795 0.98 Buy
05/21/18 phillip Cache Logistics 0.805 0.91 Accumulate
05/24/18 OCBC Cache Logistics 0.795 0.83 Hold
06/26/18 CIMB Cache Logistics 0.76 0.8 Hold
07/06/18 DBS Vickers Cache Logistics 0.76 0.88 Hold
08/01/18 OCBC Cache Logistics 0.775 0.81 Buy
08/01/18 phillip Cache Logistics 0.775 0.82 Neutral DDM
08/01/18 Kim Eng Cache Logistics 0.775 0.95 Buy DDM
08/01/18 CIMB Cache Logistics 0.775 0.78 Hold DDM
08/01/18 DBS Vickers Cache Logistics 0.775 0.88 Hold

Bund Centre - Stock calls


Date Analyst Company Last Target Call Valuation
04/11/17 DMG & Partners Bund Centre 0.78 1.04 Buy RNAV (60% discount)

Bumitama - Stock calls


Date Analyst Company Last Target Call Valuation
01/10/17 UOB Kay Hian Bumitama 0.8 1.25 Buy PER15x FY17
01/11/17 DBS Vickers Bumitama 0.81 0.95 Buy
01/11/17 DMG & Partners Bumitama 0.81 0.75 Neutral
01/11/17 Kim Eng Bumitama 0.81 0.97 Buy PER14x FY17
02/06/17 DMG & Partners Bumitama 0.795 0.85 Neutral PER13x FY17
02/08/17 UOB Kay Hian Bumitama 0.795 1.25 Buy PER15x FY17
02/13/17 DBS Vickers Bumitama 0.815 0.95 Buy
02/27/17 DBS Vickers Bumitama 0.785 0.99 Buy DCF
02/27/17 Kim Eng Bumitama 0.785 0.96 Buy PER14x FY17
03/03/17 UOB Kay Hian Bumitama 0.785 1.25 Buy
03/09/17 DMG & Partners Bumitama 0.83 0.88 Neutral
03/31/17 DMG & Partners Bumitama 0.795 0.89 Buy PER13x FY17
04/10/17 DBS Vickers Bumitama 0.795 0.99 Buy
04/11/17 DMG & Partners Bumitama 0.785 0.89 Buy
05/08/17 UOB Kay Hian Bumitama 0.73 1.25 Buy PER15x FY17
05/16/17 DMG & Partners Bumitama 0.75 0.89 Buy PER13x FY17
05/16/17 Kim Eng Bumitama 0.75 0.96 Buy PER14x FY17
05/17/17 DBS Vickers Bumitama 0.785 0.99 Buy DCF
06/29/17 UOB Kay Hian Bumitama 0.76 1.03 Buy
07/11/17 DBS Vickers Bumitama 0.75 0.99 Buy
08/11/17 Kim Eng Bumitama 0.705 0.96 Buy PER14x FY17
08/15/17 DMG & Partners Bumitama 0.7 0.89 Buy PER13x FY17
08/16/17 UOB Kay Hian Bumitama 0.735 1.03 Buy PER13x FY18
08/16/17 DMG & Partners Bumitama 0.735 0.85 Buy PER11x FY18
08/16/17 DBS Vickers Bumitama 0.735 0.94 Buy DCF, PER13.7x FY18
09/11/17 Kim Eng Bumitama 0.72 0.96 Buy
09/13/17 DBS Vickers Bumitama 0.715 0.94 Buy
09/20/17 UOB Kay Hian Bumitama 0.74 1.03 Buy PER13x FY18
09/27/17 DMG & Partners Bumitama 0.74 0.85 Buy PER11x FY18
10/11/17 Kim Eng Bumitama 0.73 0.95 Buy PER14x FY17
10/24/17 UOB Kay Hian Bumitama 0.74 1.03 Buy PER13x FY18
11/13/17 Kim Eng Bumitama 0.805 0.95 Buy
11/13/17 DBS Vickers Bumitama 0.805 0.94 Buy DCF, PER13.7x FY18
11/15/17 Kim Eng Bumitama 0.835 0.95 Buy PER14x FY17
11/15/17 DMG & Partners Bumitama 0.835 0.95 Buy PER12x FY18
11/15/17 UOB Kay Hian Bumitama 0.835 1.03 Buy PER13x FY18
11/15/17 Credit Suisse Bumitama 0.835 1 Outperform
12/13/17 Kim Eng Bumitama 0.76 0.95 Buy PER11x FY18
12/13/17 DMG & Partners Bumitama 0.76 0.95 Buy
01/15/18 DBS Vickers Bumitama 0.755 0.94 Buy
02/13/18 Kim Eng Bumitama 0.695 0.95 Buy
02/21/18 UOB Kay Hian Bumitama 0.71 0.96 Buy PER13x FY18
02/28/18 DMG & Partners Bumitama 0.745 0.85 Buy PER12x FY18
02/28/18 DBS Vickers Bumitama 0.745 0.94 Buy DCF, PER14.5x FY18
02/28/18 Kim Eng Bumitama 0.745 0.99 Buy PER14x FY18
02/28/18 Credit Suisse Bumitama 0.745 1 Outperform
03/05/18 Kim Eng Bumitama 0.72 0.99 Buy
03/07/18 UOB Kay Hian Bumitama 0.71 0.96 Buy PER13x FY18
03/14/18 DBS Vickers Bumitama 0.715 0.94 Buy
04/03/18 DBS Vickers Bumitama 0.72 0.94 Buy
05/08/18 DMG & Partners Bumitama 0.69 0.85 Buy PER12x FY18
05/09/18 Kim Eng Bumitama 0.67 0.99 Buy PER14x FY18
05/09/18 UOB Kay Hian Bumitama 0.67 0.8 Buy PER11x FY18
05/09/18 DBS Vickers Bumitama 0.67 0.94 Buy DCF, PER15.3x FY18
06/21/18 UOB Kay Hian Bumitama 0.65 0.8 Buy
07/03/18 DBS Vickers Bumitama 0.635 0.88 Buy DCF, PER13.7x FY19
07/11/18 Kim Eng Bumitama 0.65 0.98 Buy
07/16/18 UOB Kay Hian Bumitama 0.65 0.93 Buy PER11x FY18
08/15/18 DBS Vickers Bumitama 0.705 0.88 Buy DCF, PER13.7x FY19
08/15/18 DMG & Partners Bumitama 0.705 0.8 Buy PER11x FY19
08/16/18 UOB Kay Hian Bumitama 0.7 0.93 Buy

Stock calls for 12 September 2018


Date Analyst Company Last Target Call Valuation
09/12/18 DMG & Partners Avi-Tech 0.355 0.38 Neutral DCF
09/12/18 DMG & Partners Kimly 0.325 0.46 Buy DCF
09/12/18 CIMB OUE Commercial 0.66 0.6 Hold DDM
09/12/18 DBS Vickers OUE Commercial 0.66 0.67 Hold
09/12/18 UOB Kay Hian Propnex 0.535 0.65 Buy DCF, PER10x FY19

The truth behind Jack Ma's step down.

It is not a secret that the China government is targeting Jack Ma because of his political connection to Jiang Zeming.


Jack Ma has to step down from his helm this time because of Fan BingBing's arrest.


How is Jack Ma connected to Fan BingBing?

Fan BingBing is connected to Feng XiaoGang and Feng XiaoGang is Jack Ma's henchman.

If Jack Ma doesn't step down from his leadership in Alibaba, he will be the next billionaire to fall.

Tuesday, September 11, 2018

Bukit Sembawang - Stock calls


Date Analyst Company Last Target Call Valuation
03/02/17 DBS Vickers Bukit Sembawang 4.85 7.55 Buy Takeover target
12/14/17 Kim Eng Bukit Sembawang 5.93 8.25 Buy RNAV (20% discount)
01/16/18 Kim Eng Bukit Sembawang 6.39 8.25 Buy RNAV (38% discount), PB1.37x
02/22/18 Kim Eng Bukit Sembawang 6.13 8.25 Buy RNAV (20% discount)
03/20/18 Kim Eng Bukit Sembawang 6.03 8.55 Buy RNAV (20% discount)
04/11/18 Kim Eng Bukit Sembawang 6.08 8.55 Buy
05/25/18 Kim Eng Bukit Sembawang 6.17 8.55 Buy RNAV (20% discount)
06/20/18 Kim Eng Bukit Sembawang 6.04 8.55 Buy
07/09/18 Kim Eng Bukit Sembawang 5.31 5.1 Hold
09/06/18 Kim Eng Bukit Sembawang 5.92 5.1 Hold

Breadtalk - Stock calls


Date Analyst Company Last Target Call Valuation
01/02/17 DIR Breadtalk 1.285 1.42 Outperform PER20.9x FY17
01/03/17 DMG & Partners Breadtalk 1.16 1.45 Buy EV/Ebitda5x FY17, PER16.5x FY17
01/26/17 OCBC Breadtalk 1.225 1.07 Hold PER23x FY17
02/24/17 DMG & Partners Breadtalk 1.31 1.5 Buy EV/Ebitda 6x FY17
02/24/17 OCBC Breadtalk 1.31 1.21 Hold PER24x FY17
04/04/17 DBS Vickers Breadtalk 1.355 1.69 Buy
05/04/17 DIR Breadtalk 1.395 1.53 Outperform PER20.9x FY17
05/04/17 DMG & Partners Breadtalk 1.395 1.6 Buy EV/Ebitda 6x FY17
05/04/17 OCBC Breadtalk 1.395 1.21 Hold
06/09/17 DBS Vickers Breadtalk 1.65 1.92 Buy Sum of parts
07/04/17 DMG & Partners Breadtalk 1.515 1.6 Buy
08/01/17 DBS Vickers Breadtalk 1.75 1.92 Buy
08/03/17 DMG & Partners Breadtalk 1.795 1.83 Neutral EV/Ebitda 6x FY18
08/03/17 DBS Vickers Breadtalk 1.795 2.04 Buy PER18x FY18
10/31/17 DBS Vickers Breadtalk 1.555 2.04 Buy
11/06/17 DMG & Partners Breadtalk 1.615 1.83 Buy EV/Ebitda 6x FY18
11/07/17 DBS Vickers Breadtalk 1.605 2.01 Buy Sum of parts
01/26/18 DMG & Partners Breadtalk 1.72 2.09 Buy Sum of parts
02/20/18 DMG & Partners Breadtalk 1.69 2.09 Buy
02/23/18 DMG & Partners Breadtalk 1.75 2 Buy Sum of parts
02/23/18 DBS Vickers Breadtalk 1.75 2.05 Buy Sum of parts
03/19/18 DMG & Partners Breadtalk 1.94 2 Take Profit Sum of parts
05/04/18 DMG & Partners Breadtalk 1.83 1.86 Neutral Sum of parts
05/08/18 DBS Vickers Breadtalk 1.78 1.98 Buy Sum of parts
05/23/18 DMG & Partners Breadtalk 0.925 0.93 Neutral Sum of parts, Stock split 1-into-2
06/22/18 DMG & Partners Breadtalk 1 0.93 Neutral
07/19/18 DMG & Partners Breadtalk 1.1 1.04 Neutral Sum of parts, Stock split target $0.99
08/03/18 DMG & Partners Breadtalk 1.14 1 Sell
08/07/18 DBS Vickers Breadtalk 1.05 1.07 Hold Sum of parts

Boustead Projects - Stock calls


Date Analyst Company Last Target Call Valuation
03/27/17 CIMB Boustead Projects 0.805 1.04 Add RNAV (40% discount)
05/24/17 CIMB Boustead Projects 0.86 1.04 Add RNAV (40% discount)
05/21/18 Lim & Tan Boustead Projects 0.81 0 Hold

Stock calls for 11 September 2018


Date Analyst Company Last Target Call Valuation
09/11/18 DMG & Partners Capitaland 3.29 4 Buy
09/11/18 DBS Vickers Capitamall Trust 2.09 2.45 Buy
09/11/18 phillip Comfortdelgro 2.23 2.78 Accumulate
09/11/18 UOB Kay Hian CSE Global 0.435 0.59 Buy PER15x FY19
09/11/18 CIMB Japfa 0.595 0.8 Add Sum of parts
09/11/18 OCBC SPH 2.79 2.52 Hold
09/11/18 Lim & Tan SPH 2.79 0 Hold

Monday, September 10, 2018

Boustead - Stock calls


Date Analyst Company Last Target Call Valuation
05/24/17 CIMB Boustead 0.88 0.96 Add Sum of parts (20% discount)
05/24/18 Lim & Tan Boustead 0.785 0 Hold

Blackgold - Stock calls


Date Analyst Company Last Target Call Valuation
08/28/17 phillip Blackgold 0.118 0.16 Trading Buy PER10x
12/06/17 phillip Blackgold 0.086 0.16 Trading Buy PER10x

Best World - Stock calls


Date Analyst Company Last Target Call Valuation
01/16/17 CLSA Best World 1.46 2.5 Buy PER18x FY17
02/01/17 DBS Vickers Best World 1.83 2.36 Buy PER16x FY17
02/23/17 CIMB Best World 1.93 2.97 Add PER16.1x CY18
02/27/17 DBS Vickers Best World 2.03 2.44 Buy PER16x FY17
03/24/17 Kim Eng Best World 2.54 2.34 Buy PER16x FY17
05/11/17 CIMB Best World 2.79 3.05 Add PER16.1x CY18
05/11/17 Kim Eng Best World 2.79 3.53 Buy PEG0.75x
05/12/17 DBS Vickers Best World 2.84 3.31 Buy PER18x FY17
05/22/17 DBS Vickers Best World 1.44 1.65 Buy 1 for 2 stock split
07/19/17 CIMB Best World 1.345 1.7 Add PER18x CY18
08/08/17 Kim Eng Best World 1.59 1.88 Buy PER19x FY18, PEG0.7x
08/08/17 CIMB Best World 1.59 1.8 Add PER18x CY18
08/10/17 DBS Vickers Best World 1.525 1.82 Buy PER18x FY18
08/17/17 DBS Vickers Best World 1.34 1.45 Hold PER17x FY17
09/07/17 CIMB Best World 1.235 1.8 Add PER18x CY18
11/09/17 Kim Eng Best World 1.315 1.88 Buy PER19x FY18
11/10/17 CIMB Best World 1.26 1.4 Hold PER14.6x CY18
11/10/17 DBS Vickers Best World 1.26 1.45 Hold PER17x FY18
12/04/17 Kim Eng Best World 1.26 1.88 Buy PER19x FY18, PEG0.7x
02/27/18 Kim Eng Best World 1.37 2.06 Buy
02/28/18 DBS Vickers Best World 1.44 1.79 Buy PER17x FY18
02/28/18 CIMB Best World 1.44 1.7 Add PER14x CY19
04/02/18 Kim Eng Best World 1.84 2.06 Buy
05/15/18 DBS Vickers Best World 1.45 1.29 Fully Valued PER15x FY18/19
05/16/18 CIMB Best World 1.29 1.39 Hold PER12.5x CY19
08/10/18 CIMB Best World 1.25 1.39 Hold PER12.5x CY19
08/10/18 DBS Vickers Best World 1.25 1.15 Fully Valued PER15x FY18

Stock calls for 10 September 2018


Date Analyst Company Last Target Call Valuation
09/10/18 CIMB A-Reit 2.63 2.89 Add DDM
09/10/18 UOB Kay Hian DISA 0.008 0.013 Buy DCF
09/10/18 OCBC Keppel Corp 6.36 8.38 Buy Sum of parts
09/10/18 Kim Eng Netlink 0.785 0.93 Buy DDM
09/10/18 UOB Kay Hian SATS 5.01 6.1 Buy
09/10/18 UOB Kay Hian SIA 9.62 11.1 Hold
09/10/18 UOB Kay Hian SIA Engineering 2.93 3.4 Hold
09/10/18 DBS Vickers Soilbuild Reit 0.625 0.62 Hold
09/10/18 OCBC Soilbuild Reit 0.625 0.69 Buy
09/10/18 DBS Vickers SPH 2.73 2.58 Hold
09/10/18 UOB Kay Hian ST Engineering 3.32 3.8 Buy EV/Invested capital basis

Democracy has prevailed in Singapore gay sex ban.

https://sg.news.yahoo.com/thousands-back-petition-maintain-singapores-gay-sex-ban-071417138.html

Many people do not understand the true meaning of democracy.  Democracy is not about individual rights.

Please see below for the definition.

https://www.merriam-webster.com/dictionary/democracy

In a plain form, democracy is the rule of the majority.  Therefore, the minority cannot impose its rights and beliefs on the majority under a democratic society.  When there is a conflict between the majority and the minority, the democratic government must allow the majority rule to prevail to maintain the peace and order of the democratic society or else it will risk losing credibility and integrity because the government is voted into power by the majority.

Our society cannot accept gays and lesbians' sex or same-sex marriage in Singapore.  Therefore, these people cannot impose their values on the society and disrupt the peace and order.

We must not allow selective democracy to prevail because it is a prejudiced system.

Saturday, September 8, 2018

China's export growth is still powering ahead despite US tariffs.

https://www.bloombergquint.com/china/2018/09/08/china-s-export-growth-in-august-beats-forecasts-in-yuan-terms#gs.kCwr08Y

The RMB depreciation is helping China's export growth because it helps to cushion against the US tariffs.  The consumer consumption is also showing no letdown because the import is also growing.

This shows that the Chinese have high savings to withstand the US tariffs.

Baltic dry index - 1484

Today, Thursday, September 7 2018, the Baltic Dry Index climbed by 7 points, reaching 1484 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 - 1048

HOUSTON, Sept. 7 (Xinhua) -- The number of active drilling rigs in the United States stayed steady this week, showed weekly data released by Baker Hughes on Friday.
The Houston-based oilfield services company reported that the U.S. count remained at 1,048 drilling rigs, but still 104 more than that this time last year.
The number of rigs operating in U.S. oil fields decreased by two to a total of 860, while the number of rigs drilling for gas gained two to a total of 186 this week. The count of miscellaneous rigs remained level at two.
U.S. oil price slightly decreased by 0.03 percent on Friday amid higher U.S. dollar index, strong monthly payroll data in the country, as well as new tariff threat on imported goods from China.
The West Texas Intermediate (WTI) for October delivery decreased 0.02 U.S. dollar to settle at 67.75 dollars a barrel on the New York Mercantile Exchange, while Brent crude for November delivery added 0.49 dollar to 76.99 dollars a barrel on the London ICE Futures Exchange.
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Related stocks: Keppel Corp, Sembcorp Marine & Cosco

Trump has another additional tariff for $267b of Chinese goods.

https://finance.yahoo.com/news/trump-threatens-tariffs-another-267-161253830.html

Besides the impending tariffs on $200b Chinese goods, Trump has another tariff for $267b of Chinese goods.  By then, Trump will have imposed tariffs on all Chinese goods.

However, Trump doesn't understand China's resolve to defend itself by imposing in-kind retaliation and US consumers have limited savings to withstand the price hikes from the tariffs.

What is Trump going to do next after imposing tariffs on all Chinese goods?