Date | Analyst | Company | Last | Target | Call | Valuation |
01/03/17 | DMG & Partners | City Developments | 8.28 | 9.36 | Buy | RNAV (30% discount) |
01/04/17 | UOB Kay Hian | City Developments | 8.31 | 10.36 | Buy | |
01/05/17 | Credit Suisse | City Developments | 8.39 | 11.3 | Outperform | |
01/09/17 | DBS Vickers | City Developments | 8.47 | 9.9 | Buy | RNAV (20% discount) |
01/11/17 | Kim Eng | City Developments | 8.64 | 8.9 | Hold | |
01/12/17 | CIMB | City Developments | 8.69 | 10.4 | Add | |
01/13/17 | DIR | City Developments | 8.73 | 10.75 | Buy | Sum of parts (20% discount) |
01/17/17 | DMG & Partners | City Developments | 8.86 | 9.7 | Buy | RNAV (30% discount) |
01/17/17 | Jefferies | City Developments | 8.86 | 8.5 | Hold | |
02/03/17 | DMG & Partners | City Developments | 9.26 | 9.7 | Buy | RNAV (30% discount) |
02/06/17 | phillip | City Developments | 9.42 | 9.98 | Accumulate | |
02/08/17 | Credit Suisse | City Developments | 9.59 | 11.3 | Outperform | |
02/17/17 | DBS Vickers | City Developments | 9.17 | 9.9 | Buy | |
02/17/17 | Deutsche | City Developments | 9.17 | 10.8 | Buy | |
02/24/17 | CIMB | City Developments | 9.66 | 10.51 | Add | RNAV (25% discount) |
02/24/17 | Credit Suisse | City Developments | 9.66 | 11.6 | Outperform | |
02/24/17 | DBS Vickers | City Developments | 9.66 | 10.52 | Buy | RNAV (20% discount) |
02/24/17 | Deutsche | City Developments | 9.66 | 10.8 | Buy | |
02/24/17 | DIR | City Developments | 9.66 | 10.9 | Buy | |
02/24/17 | DMG & Partners | City Developments | 9.66 | 10.5 | Buy | RNAV (25% discount) |
02/24/17 | Kim Eng | City Developments | 9.66 | 9 | Hold | RNAV (25% discount) |
02/24/17 | Lim & Tan | City Developments | 9.66 | 0 | Buy | |
02/24/17 | OCBC | City Developments | 9.66 | 10.5 | Buy | |
02/24/17 | phillip | City Developments | 9.66 | 10.4 | Accumulate | RNAV (20% discount) |
02/24/17 | UOB Kay Hian | City Developments | 9.66 | 10.36 | Hold | RNAV (20% discount), Buy @ $8.80 |
03/13/17 | CIMB | City Developments | 10.15 | 10.51 | Add | |
03/13/17 | Credit Suisse | City Developments | 10.15 | 11.6 | Outperform | |
03/13/17 | Kim Eng | City Developments | 10.15 | 9 | Hold | |
03/13/17 | UOB Kay Hian | City Developments | 10.15 | 11.4 | Buy | |
03/14/17 | UBS | City Developments | 10.5 | 11.5 | Buy | |
03/16/17 | Kim Eng | City Developments | 10.23 | 9.8 | Hold | |
03/23/17 | DMG & Partners | City Developments | 10.23 | 11.3 | Buy | RNAV (20% discount) |
04/27/17 | phillip | City Developments | 10.72 | 10.4 | Accumulate | |
04/27/17 | JP Morgan | City Developments | 10.72 | 12.3 | Overweight | |
05/12/17 | CIMB | City Developments | 10.85 | 11.63 | Add | RNAV (20% discount) |
05/12/17 | Credit Suisse | City Developments | 10.85 | 11.9 | Outperform | |
05/12/17 | Deutsche | City Developments | 10.85 | 12.7 | Buy | |
05/12/17 | DIR | City Developments | 10.85 | 11.43 | Outperform | RNAV (20% discount) |
05/12/17 | DMG & Partners | City Developments | 10.85 | 11.3 | Take Profit | |
05/12/17 | Kim Eng | City Developments | 10.85 | 9.8 | Hold | RNAV (18% discount) |
05/12/17 | UOB Kay Hian | City Developments | 10.85 | 11.4 | Hold | RNAV (12% discount) |
05/15/17 | DBS Vickers | City Developments | 10.58 | 12.63 | Buy | RNAV, PB1.2x |
05/15/17 | OCBC | City Developments | 10.58 | 10.5 | Hold | |
05/15/17 | phillip | City Developments | 10.58 | 11.07 | Accumulate | RNAV (15% discount) |
05/29/17 | Kim Eng | City Developments | 10.6 | 12.05 | Buy | RNAV (11% discount) |
06/09/17 | Deutsche | City Developments | 10.76 | 12.7 | Buy | Sum of parts |
06/09/17 | Jefferies | City Developments | 10.76 | 11.5 | Hold | |
06/16/17 | CIMB | City Developments | 10.63 | 11.63 | Add | |
06/16/17 | Kim Eng | City Developments | 10.63 | 12.05 | Buy | |
07/11/17 | Kim Eng | City Developments | 10.82 | 12.05 | Buy | |
07/18/17 | JP Morgan | City Developments | 10.97 | 12.3 | Overweight | |
07/27/17 | DBS Vickers | City Developments | 11.26 | 12.63 | Buy | RNAV (15% discount), PB1.2x |
08/11/17 | OCBC | City Developments | 11.67 | 10.5 | Hold | |
08/14/17 | phillip | City Developments | 11.14 | 12.1 | Accumulate | RNAV (15% discount) |
08/14/17 | UOB Kay Hian | City Developments | 11.14 | 11.4 | Hold | RNAV (12% discount), Buy @ $9.7 |
08/14/17 | OCBC | City Developments | 11.14 | 12.39 | Buy | |
08/14/17 | CIMB | City Developments | 11.14 | 12.54 | Add | RNAV (20% discount) |
08/14/17 | Kim Eng | City Developments | 11.14 | 12.05 | Buy | RNAV (11% discount) |
08/15/17 | Credit Suisse | City Developments | 11.53 | 12.7 | Outperform | |
08/15/17 | DBS Vickers | City Developments | 11.53 | 12.63 | Buy | RNAV, PB1.2x |
09/05/17 | CIMB | City Developments | 11.65 | 12.54 | Add | |
09/12/17 | DBS Vickers | City Developments | 11.58 | 12.63 | Buy | |
09/18/17 | UOB Kay Hian | City Developments | 11.25 | 11.4 | Hold | |
09/25/17 | Kim Eng | City Developments | 11.23 | 12.05 | Buy | |
09/28/17 | OCBC | City Developments | 11.29 | 12.39 | Buy | |
09/29/17 | DIR | City Developments | 11.19 | 12.82 | Outperform | Sum of parts |
10/03/17 | CIMB | City Developments | 11.48 | 12.54 | Add | |
10/05/17 | DIR | City Developments | 11.42 | 12.85 | Outperform | RNAV (10% discount) |
10/06/17 | Lim & Tan | City Developments | 11.41 | 0 | Buy | |
10/09/17 | OCBC | City Developments | 11.6 | 12.9 | Buy | |
10/09/17 | Kim Eng | City Developments | 11.6 | 13.6 | Buy | RNAV |
10/10/17 | phillip | City Developments | 11.75 | 12.1 | Accumulate | RNAV (15% discount) |
10/11/17 | DBS Vickers | City Developments | 11.85 | 12.63 | Buy | RNAV, PB1.2x |
11/10/17 | Kim Eng | City Developments | 12.14 | 13.8 | Buy | RNAV |
11/10/17 | UOB Kay Hian | City Developments | 12.14 | 11.4 | Hold | RNAV (12% discount), Buy @ $9.7 |
11/10/17 | CIMB | City Developments | 12.14 | 13.15 | Add | RNAV (20% discount) |
11/10/17 | DBS Vickers | City Developments | 12.14 | 14.03 | Buy | RNAV, PB1.2x |
11/10/17 | Deutsche | City Developments | 12.14 | 12.7 | Buy | |
11/13/17 | phillip | City Developments | 12.2 | 12.1 | Accumulate | RNAV (15% discount), Potential upside $13.50 |
11/13/17 | OCBC | City Developments | 12.2 | 13.5 | Buy | |
11/20/17 | Lim & Tan | City Developments | 12.11 | 0 | Buy | |
11/27/17 | DBS Vickers | City Developments | 12.24 | 14.03 | Buy | RNAV, PB1.2x |
11/27/17 | Macquarie | City Developments | 12.24 | 14.05 | Outperform | |
12/01/17 | UOB Kay Hian | City Developments | 12.11 | 14.03 | Buy | RNAV |
12/07/17 | Lim & Tan | City Developments | 11.78 | 0 | Buy | |
12/11/17 | CIMB | City Developments | 12.31 | 13.15 | Add | RNAV (20% discount) |
12/12/17 | phillip | City Developments | 12.57 | 12.1 | Accumulate | RNAV (15% discount) |
12/14/17 | OCBC | City Developments | 12.65 | 13.5 | Buy | RNAV (20% discount) |
12/18/17 | DBS Vickers | City Developments | 12.15 | 14.03 | Buy | |
12/18/17 | Kim Eng | City Developments | 12.15 | 13.8 | Buy | |
01/04/18 | UOB Kay Hian | City Developments | 12.84 | 14.03 | Buy | |
01/05/18 | Jefferies | City Developments | 12.86 | 14.8 | Buy | |
01/15/18 | OCBC | City Developments | 13.04 | 15.3 | Buy | RNAV (10% discount) |
01/16/18 | CIMB | City Developments | 13.46 | 13.15 | Add | |
01/16/18 | Kim Eng | City Developments | 13.46 | 13.8 | Buy | RNAV (6% discount), PB1.26x |
01/16/18 | Deutsche | City Developments | 13.46 | 16 | Buy | |
02/07/18 | OCBC | City Developments | 12.76 | 15.3 | Buy | |
02/07/18 | Credit Suisse | City Developments | 12.76 | 16.3 | Outperform | |
02/13/18 | UOB Kay Hian | City Developments | 12.31 | 14.03 | Buy | RNAV |
02/19/18 | DBS Vickers | City Developments | 12.72 | 14.03 | Buy | |
03/01/18 | Kim Eng | City Developments | 12.76 | 14.2 | Buy | RNAV |
03/01/18 | Jefferies | City Developments | 12.76 | 15.2 | Buy | |
03/01/18 | UOB Kay Hian | City Developments | 12.76 | 14.03 | Buy | RNAV |
03/01/18 | OCBC | City Developments | 12.76 | 15.91 | Buy | RNAV |
03/01/18 | CIMB | City Developments | 12.76 | 13.44 | Add | RNAV (20% discount) |
03/05/18 | phillip | City Developments | 12.69 | 13.4 | Accumulate | RNAV (15% discount), PB1.29x FY18 |
03/05/18 | Credit Suisse | City Developments | 12.69 | 16.5 | Outperform | |
03/09/18 | DBS Vickers | City Developments | 12.94 | 15.4 | Buy | RNAV, PB1.2x |
03/20/18 | DMG & Partners | City Developments | 13.25 | 15 | Buy | RNAV (10% discount), Up froM $14.12 (RNAV 20% discount) |
04/02/18 | CIMB | City Developments | 13 | 13.44 | Add | RNAV (20% discount) |
04/03/18 | OCBC | City Developments | 13.2 | 15.91 | Buy | |
04/03/18 | UOB Kay Hian | City Developments | 13.2 | 14.03 | Buy | |
04/03/18 | DBS Vickers | City Developments | 13.2 | 15.4 | Buy | |
04/10/18 | DMG & Partners | City Developments | 12.87 | 15 | Buy | |
04/11/18 | Kim Eng | City Developments | 12.73 | 14.2 | Buy | |
04/13/18 | Deutsche | City Developments | 12.57 | 16 | Buy | |
05/03/18 | UOB Kay Hian | City Developments | 12.55 | 14.03 | Buy | RNAV |
05/14/18 | OCBC | City Developments | 12.53 | 15.78 | Buy | |
05/14/18 | DBS Vickers | City Developments | 12.53 | 15.4 | Buy | |
05/14/18 | CIMB | City Developments | 12.53 | 13.41 | Add | RNAV (20% discount) |
05/14/18 | DMG & Partners | City Developments | 12.53 | 15 | Buy | RNAV (10% discount) |
05/14/18 | Kim Eng | City Developments | 12.53 | 14.2 | Buy | |
05/15/18 | phillip | City Developments | 12.4 | 13.4 | Accumulate | RNAV (15% discount), PB1.29x FY18 |
05/15/18 | Lim & Tan | City Developments | 12.4 | 15 | Buy | |
05/17/18 | DBS Vickers | City Developments | 11.97 | 15.4 | Buy | |
06/04/18 | UOB Kay Hian | City Developments | 11.25 | 14.03 | Buy | |
06/06/18 | Deutsche | City Developments | 11.48 | 16 | Buy | RNAV (12% discount) & PB1.8x FY18 |
06/13/18 | DBS Vickers | City Developments | 11.52 | 15.4 | Buy | |
06/19/18 | Kim Eng | City Developments | 11.22 | 14.2 | Buy | |
06/19/18 | CIMB | City Developments | 11.22 | 13.41 | Add | |
06/26/18 | OCBC | City Developments | 11 | 15.78 | Buy | |
07/03/18 | UOB Kay Hian | City Developments | 10.88 | 14.03 | Buy | |
07/03/18 | DMG & Partners | City Developments | 10.88 | 15 | Buy | RNAV (10% discount) |
07/06/18 | CIMB | City Developments | 10.21 | 13.41 | Add | |
07/06/18 | Kim Eng | City Developments | 10.21 | 14.2 | Buy | |
07/09/18 | phillip | City Developments | 9.46 | 12.6 | Accumulate | RNAV (20% discount) |
07/09/18 | DBS Vickers | City Developments | 9.46 | 10 | Fully Valued | RNAV (35% discount) |
07/09/18 | OCBC | City Developments | 9.46 | 9.59 | Hold | |
07/09/18 | Kim Eng | City Developments | 9.46 | 10.4 | Hold | |
07/23/18 | DMG & Partners | City Developments | 10.06 | 10.4 | Neutral | RNAV (35% discount) |
07/23/18 | Jefferies | City Developments | 10.06 | 11 | Hold | RNAV (22% discount) |
08/08/18 | OCBC | City Developments | 9.88 | 9.59 | Hold | |
08/10/18 | UOB Kay Hian | City Developments | 9.89 | 12 | Buy | RNAV (15% discount) |
08/10/18 | CIMB | City Developments | 9.89 | 10.89 | Add | RNAV (35% discount) |
08/10/18 | OCBC | City Developments | 9.89 | 9.81 | Hold | |
08/10/18 | Lim & Tan | City Developments | 9.89 | 0 | Hold | |
08/10/18 | DBS Vickers | City Developments | 9.89 | 10 | Hold | RNAV (35% discount) |
08/16/18 | DMG & Partners | City Developments | 9.55 | 10.4 | Neutral | |
08/21/18 | Jefferies | City Developments | 9.49 | 11 | Hold | RNAV (22% discount) |
09/06/18 | Kim Eng | City Developments | 8.96 | 10.4 | Hold | |
09/14/18 | UOB Kay Hian | City Developments | 8.63 | 12 | Buy | RNAV (15% discount) |
09/18/18 | CIMB | City Developments | 8.8 | 10.89 | Add |
Wednesday, September 19, 2018
City Developments - Stock calls
Citic Envirotech - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/14/17 | DBS Vickers | Citic Envirotech | 0.82 | 0.8 | Hold | Sum of parts, Stock split 1 into 2 |
03/02/17 | CIMB | Citic Envirotech | 0.77 | 0.93 | Add | DCF |
03/02/17 | DBS Vickers | Citic Envirotech | 0.77 | 0.92 | Buy | Sum of parts |
03/29/17 | UOB Kay Hian | Citic Envirotech | 0.83 | 1.1 | Buy | DCF |
04/03/17 | UOB Kay Hian | Citic Envirotech | 0.83 | 1.1 | Buy | DCF |
04/27/17 | CIMB | Citic Envirotech | 0.785 | 0.93 | Add | DCF |
05/03/17 | UOB Kay Hian | Citic Envirotech | 0.77 | 1.1 | Buy | |
07/03/17 | UOB Kay Hian | Citic Envirotech | 0.73 | 1.1 | Buy | DCF |
08/08/17 | UOB Kay Hian | Citic Envirotech | 0.715 | 1.1 | Buy | DCF |
09/05/17 | UOB Kay Hian | Citic Envirotech | 0.735 | 1.1 | Buy | DCF |
10/04/17 | UOB Kay Hian | Citic Envirotech | 0.745 | 1.1 | Buy | DCF |
10/11/17 | DBS Vickers | Citic Envirotech | 0.735 | 0.8 | Hold | PER25x |
11/02/17 | UOB Kay Hian | Citic Envirotech | 0.79 | 1.1 | Buy | DCF |
12/06/17 | UOB Kay Hian | Citic Envirotech | 0.725 | 1.1 | Buy | DCF |
12/29/17 | DBS Vickers | Citic Envirotech | 0.755 | 0.8 | Hold | |
01/04/18 | UOB Kay Hian | Citic Envirotech | 0.75 | 1.1 | Buy | |
01/09/18 | UOB Kay Hian | Citic Envirotech | 0.74 | 1.09 | Buy | DCF |
02/12/18 | UOB Kay Hian | Citic Envirotech | 0.705 | 1.11 | Buy | DCF, PER11.1x FY19 |
02/28/18 | UOB Kay Hian | Citic Envirotech | 0.755 | 1.06 | Buy | DCF, PER11.6x FY19 |
03/02/18 | UOB Kay Hian | Citic Envirotech | 0.735 | 1.06 | Buy | |
04/03/18 | UOB Kay Hian | Citic Envirotech | 0.715 | 1.06 | Buy | DCF, PER11.6x FY19 |
05/03/18 | UOB Kay Hian | Citic Envirotech | 0.705 | 1.06 | Buy | DCF, PER11.6x FY19 |
06/20/18 | UOB Kay Hian | Citic Envirotech | 0.56 | 1.06 | Buy | DCF, PER11.6x FY19 |
07/27/18 | DBS Vickers | Citic Envirotech | 0.59 | 0.95 | Buy | PER20x FY19 |
Chip Eng Seng - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/21/17 | phillip | Chip Eng Seng | 0.72 | 0.81 | Accumulate | RNAV (50% discount) |
03/07/17 | phillip | Chip Eng Seng | 0.725 | 0.87 | Accumulate | RNAV (50% discount) |
05/08/17 | phillip | Chip Eng Seng | 0.7 | 0.9 | Buy | RNAV (50% discount) |
08/10/17 | phillip | Chip Eng Seng | 0.73 | 0.9 | Buy | RNAV (50% discount) |
10/17/17 | DBS Vickers | Chip Eng Seng | 0.9 | 1.18 | Buy | Sum of parts |
11/03/17 | DBS Vickers | Chip Eng Seng | 0.97 | 1.18 | Buy | Sum of parts |
11/09/17 | phillip | Chip Eng Seng | 0.96 | 1.21 | Buy | RNAV (40% discount) |
12/06/17 | DBS Vickers | Chip Eng Seng | 0.885 | 1.18 | Buy | Sum of parts, RNAV (45% discount) |
02/01/18 | DBS Vickers | Chip Eng Seng | 1.01 | 1.18 | Buy | Sum of parts |
02/19/18 | phillip | Chip Eng Seng | 0.955 | 1.21 | Buy | RNAV (40% discount) |
03/20/18 | UOB Kay Hian | Chip Eng Seng | 0.94 | 1.38 | Buy | Sum of parts |
03/20/18 | DBS Vickers | Chip Eng Seng | 0.94 | 1.18 | Buy | Sum of parts |
05/07/18 | phillip | Chip Eng Seng | 0.93 | 1.21 | Buy | RNAV (40% discount) |
05/17/18 | DBS Vickers | Chip Eng Seng | 0.945 | 1.18 | Buy | |
06/28/18 | UOB Kay Hian | Chip Eng Seng | 0.84 | 1.38 | Buy | |
07/09/18 | phillip | Chip Eng Seng | 0.79 | 1.15 | Buy | |
07/09/18 | DBS Vickers | Chip Eng Seng | 0.79 | 0.75 | Fully Valued | Sum of parts |
08/06/18 | DBS Vickers | Chip Eng Seng | 0.795 | 0.75 | Fully Valued | |
09/17/18 | DBS Vickers | Chip Eng Seng | 0.845 | 0.75 | Hold |
Stock calls for 19 September 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
09/19/18 | UOB Kay Hian | Capitaland | 3.27 | 3.78 | Buy | RNAV (20% discount) |
09/19/18 | DBS Vickers | Capitaland | 3.27 | 3.62 | Buy | |
09/19/18 | CIMB | Capitaland | 3.27 | 3.55 | Add | RNAV (35% discount) |
09/19/18 | phillip | First Reit | 1.24 | 1.31 | Neutral | |
09/19/18 | CIMB | Sembcorp Industries | 2.9 | 3.49 | Add | Sum of parts |
China has retaliated against US tariffs with a muted response.
https://sg.finance.yahoo.com/news/china-trade-war-u-replace-imports-state-media-004332044--business.html
China will impose a 5% and 10% against $60b of US goods for an in-kind retaliation. However, this is a much-muted response that I believe is just a face-saving grace because China doesn't want to be seen as meek.
Now that China has retaliated, Trump has no choice but to impose phase 3 tariffs as stipulated previously lest he will be deemed as breaking his promise.
After this muted response, I believe China is preparing for Trump's phase 3 tariffs with a much stronger response.
China will impose a 5% and 10% against $60b of US goods for an in-kind retaliation. However, this is a much-muted response that I believe is just a face-saving grace because China doesn't want to be seen as meek.
Now that China has retaliated, Trump has no choice but to impose phase 3 tariffs as stipulated previously lest he will be deemed as breaking his promise.
After this muted response, I believe China is preparing for Trump's phase 3 tariffs with a much stronger response.
Tuesday, September 18, 2018
China Sunsine - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
06/05/17 | NRA | China Sunsine | 0.785 | 1.245 | Overweight | PER12x FY17 |
10/27/17 | Amfrasers | China Sunsine | 1 | 1.39 | Buy | PER10x FY18 |
01/22/18 | CIMB | China Sunsine | 1.04 | 1.5 | Add | PER9.8x CY19 |
01/29/18 | phillip | China Sunsine | 1.11 | 1.6 | Buy | FCFE, PER10x FY18 |
01/29/18 | Amfrasers | China Sunsine | 1.11 | 1.39 | Buy | PER10x FY18 |
02/07/18 | CIMB | China Sunsine | 1.13 | 1.5 | Add | |
03/05/18 | CIMB | China Sunsine | 1.35 | 1.62 | Add | PER9.8x CY19 |
03/05/18 | phillip | China Sunsine | 1.35 | 1.6 | Buy | FCFE |
04/05/18 | CIMB | China Sunsine | 1.25 | 1.62 | Add | PER9.8x FY19 |
04/27/18 | CIMB | China Sunsine | 1.5 | 1.87 | Add | PER9.8x FY19 |
04/30/18 | phillip | China Sunsine | 1.48 | 1.97 | Buy | FCFE |
07/02/18 | CIMB | China Sunsine | 1.55 | 1.87 | Add | PER9.8x CY19 |
08/08/18 | CIMB | China Sunsine | 1.49 | 1.41 | Hold | PER7.7x CY19 |
08/13/18 | phillip | China Sunsine | 1.23 | 1.77 | Buy | FCFE |
China Jinjiang - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/22/17 | CIMB | China Jinjiang | 0.845 | 1.1 | Add | DCF |
04/27/17 | CIMB | China Jinjiang | 0.91 | 1.1 | Add | DCF |
05/26/17 | CIMB | China Jinjiang | 0.89 | 1.1 | Add | DCF |
08/21/17 | CIMB | China Jinjiang | 0.79 | 1.1 | Add | DCF |
03/08/18 | CIMB | China Jinjiang | 0.59 | 0.85 | Add | DCF |
China Everbright - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/03/17 | DMG & Partners | China Everbright | 0.5 | 0.62 | Buy | |
02/27/17 | phillip | China Everbright | 0.435 | 0.56 | Buy | PER17.4x |
02/28/17 | DMG & Partners | China Everbright | 0.44 | 0.54 | Buy | DCF |
03/13/17 | DBS Vickers | China Everbright | 0.44 | 0.64 | Buy | PER24x |
03/30/17 | DMG & Partners | China Everbright | 0.475 | 0.54 | Buy | |
04/03/17 | DBS Vickers | China Everbright | 0.475 | 0.64 | Buy | |
05/15/17 | DBS Vickers | China Everbright | 0.48 | 0.64 | Buy | PER24x |
05/15/17 | phillip | China Everbright | 0.48 | 0.57 | Accumulate | PER16.7x |
08/08/17 | DMG & Partners | China Everbright | 0.475 | 0.54 | Buy | DCF |
08/10/17 | phillip | China Everbright | 0.485 | 0.61 | Buy | PER17.1x |
08/10/17 | DBS Vickers | China Everbright | 0.485 | 0.65 | Buy | PER24x FY18 |
10/11/17 | DBS Vickers | China Everbright | 0.465 | 0.65 | Buy | PER24x FY18 |
10/20/17 | phillip | China Everbright | 0.46 | 0.54 | Buy | PER15.9x |
11/15/17 | DMG & Partners | China Everbright | 0.45 | 0.54 | Buy | DCF |
11/17/17 | phillip | China Everbright | 0.445 | 0.59 | Buy | PER17.4x FY18 |
03/02/18 | DBS Vickers | China Everbright | 0.45 | 0.65 | Buy | |
03/02/18 | phillip | China Everbright | 0.45 | 0.6 | Buy | PER12.5x |
05/14/18 | phillip | China Everbright | 0.43 | 0.55 | Buy | PER11.4x FY18 |
06/14/18 | DBS Vickers | China Everbright | 0.41 | 0.65 | Buy |
Stock calls for 18 September 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
09/18/18 | CIMB | City Developments | 8.8 | 10.89 | Add | |
09/18/18 | DMG & Partners | GSS Energy | 0.13 | 0.22 | Buy | Sum of parts |
09/18/18 | CIMB | Ho Bee | 2.49 | 3 | Add | |
09/18/18 | DBS Vickers | Sasseur | 0.71 | 0.91 | Buy | DCF |
09/18/18 | OCBC | SATS | 4.93 | 5.39 | Buy | |
09/18/18 | Amfrasers | Sheng Siong | 1.12 | 1.24 | Buy | DCF, PER25.1x FY18 |
09/18/18 | UOB Kay Hian | SIA | 9.57 | 10.4 | Hold | PB0.75x, Buy @ $9.10 |
09/18/18 | Amfrasers | Thai Beverage | 0.65 | 0.75 | Buy | Sum of parts |
09/18/18 | CIMB | UOL | 6.88 | 8.45 | Add |
The $200b tariffs on China goods will start next week in US.
https://finance.yahoo.com/news/trump-imposes-tariffs-200b-more-224211950.html
Great, there won't be any trade talk between the US & China now.
Let's see what the US will do after it taxes all China goods.
Great, there won't be any trade talk between the US & China now.
Let's see what the US will do after it taxes all China goods.
Monday, September 17, 2018
China Aviation Oil - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/03/17 | UOB Kay Hian | China Aviation Oil | 1.4 | 1.9 | Buy | |
01/05/17 | UOB Kay Hian | China Aviation Oil | 1.4 | 2.01 | Buy | PER14.4x FY17 |
01/13/17 | DBS Vickers | China Aviation Oil | 1.505 | 1.7 | Buy | |
01/17/17 | CIMB | China Aviation Oil | 1.505 | 2 | Add | PER13x CY18 |
02/24/17 | DBS Vickers | China Aviation Oil | 1.51 | 1.85 | Buy | PER12x FY18 |
02/24/17 | UOB Kay Hian | China Aviation Oil | 1.51 | 2.21 | Buy | PER14.4x FY17 |
02/27/17 | CIMB | China Aviation Oil | 1.525 | 2.28 | Add | PER13x FY18 |
02/27/17 | phillip | China Aviation Oil | 1.525 | 2 | Buy | PER11.7x FY17 |
02/28/17 | Edison | China Aviation Oil | 1.525 | 2.04 | Buy | DCF |
03/02/17 | UOB Kay Hian | China Aviation Oil | 1.525 | 2.21 | Buy | |
03/03/17 | DMG & Partners | China Aviation Oil | 1.5 | 1.83 | Buy | PER11.2x FY17, PEG1x FY17 |
03/17/17 | DBS Vickers | China Aviation Oil | 1.475 | 1.85 | Buy | |
03/24/17 | CIMB | China Aviation Oil | 1.465 | 2.28 | Add | PER13x FY18 |
04/03/17 | UOB Kay Hian | China Aviation Oil | 1.525 | 2.21 | Buy | |
04/10/17 | CIMB | China Aviation Oil | 1.64 | 2.28 | Add | PER13x FY18 |
04/20/17 | UOB Kay Hian | China Aviation Oil | 1.63 | 2.26 | Buy | PER14.4x FY17 |
04/21/17 | phillip | China Aviation Oil | 1.635 | 2 | Buy | PER11.7x |
04/26/17 | DMG & Partners | China Aviation Oil | 1.625 | 1.9 | Buy | PER11.3x FY17, PEG0.68x FY17 |
05/03/17 | UOB Kay Hian | China Aviation Oil | 1.62 | 2.26 | Buy | |
05/31/17 | CIMB | China Aviation Oil | 1.685 | 2.28 | Add | |
06/09/17 | CIMB | China Aviation Oil | 1.65 | 2.2 | Buy | PER13x FY18 |
06/13/17 | UOB Kay Hian | China Aviation Oil | 1.685 | 2.01 | Buy | |
06/28/17 | DMG & Partners | China Aviation Oil | 1.665 | 1.9 | Buy | PER11.3x FY17, PEG0.68x FY17 |
07/03/17 | UOB Kay Hian | China Aviation Oil | 1.67 | 2.26 | Buy | PER14.4x FY17 |
07/27/17 | DBS Vickers | China Aviation Oil | 1.765 | 1.85 | Buy | PER12x FY18 |
07/28/17 | DMG & Partners | China Aviation Oil | 1.67 | 1.9 | Buy | PER11.3x FY17, PEG0.61x FY17 |
07/28/17 | CIMB | China Aviation Oil | 1.67 | 2.08 | Add | PER13x FY18 |
07/31/17 | phillip | China Aviation Oil | 1.65 | 2 | Buy | PER11.7x |
07/31/17 | DBS Vickers | China Aviation Oil | 1.65 | 2.08 | Buy | PER13x FY18 |
08/17/17 | UOB Kay Hian | China Aviation Oil | 1.535 | 2.26 | Buy | |
08/17/17 | Edison | China Aviation Oil | 1.535 | 2.11 | Buy | |
11/03/17 | UOB Kay Hian | China Aviation Oil | 1.76 | 2.26 | Buy | PER14.4x FY17 |
11/03/17 | DMG & Partners | China Aviation Oil | 1.76 | 1.8 | Neutral | PER12x FY17 |
11/03/17 | CIMB | China Aviation Oil | 1.76 | 2.08 | Add | PER13x FY18 |
11/03/17 | DBS Vickers | China Aviation Oil | 1.76 | 2.08 | Buy | |
11/06/17 | phillip | China Aviation Oil | 1.67 | 2 | Buy | PER11.5x FY18 |
11/06/17 | Edison | China Aviation Oil | 1.67 | 1.88 | Buy | |
01/31/18 | DBS Vickers | China Aviation Oil | 1.65 | 2.08 | Buy | PER13x FY18 |
03/01/18 | CIMB | China Aviation Oil | 1.58 | 2.03 | Add | PER12.5x CY19 |
03/01/18 | DMG & Partners | China Aviation Oil | 1.58 | 1.6 | Neutral | DCF, PER11.3x FY18 |
03/01/18 | UOB Kay Hian | China Aviation Oil | 1.58 | 2.13 | Buy | PER13.5x FY18 |
03/02/18 | DBS Vickers | China Aviation Oil | 1.51 | 1.98 | Buy | PER13x FY18 |
03/02/18 | phillip | China Aviation Oil | 1.51 | 2 | Buy | PER13.3x |
03/20/18 | DMG & Partners | China Aviation Oil | 1.54 | 1.8 | Buy | PER12.2x FY18, PEG1x FY18 |
04/03/18 | Edison | China Aviation Oil | 1.56 | 1.82 | Buy | DCF |
05/10/18 | CIMB | China Aviation Oil | 1.56 | 2.03 | Add | PER12.5x FY19 |
05/10/18 | UOB Kay Hian | China Aviation Oil | 1.56 | 2.13 | Buy | PER13.5x FY18 |
05/11/18 | phillip | China Aviation Oil | 1.58 | 2 | Buy | PER13.3x FY18 |
05/11/18 | DMG & Partners | China Aviation Oil | 1.58 | 1.8 | Buy | DCF & PER12.2x FY18 & PEG1x FY18 |
06/20/18 | CIMB | China Aviation Oil | 1.52 | 2.03 | Add | PER12.5x CY19 |
07/03/18 | DMG & Partners | China Aviation Oil | 1.5 | 1.8 | Buy | |
08/02/18 | UOB Kay Hian | China Aviation Oil | 1.53 | 2.05 | Buy | PER13.5x FY18 |
08/02/18 | CIMB | China Aviation Oil | 1.53 | 2.03 | Add | PER12.5x FY19 |
08/02/18 | DMG & Partners | China Aviation Oil | 1.53 | 1.8 | Buy | |
08/03/18 | phillip | China Aviation Oil | 1.53 | 2 | Buy | PER12.8x FY18 |
08/06/18 | DMG & Partners | China Aviation Oil | 1.54 | 1.75 | Buy | Sum of parts, PER11.4x FY18 |
08/07/18 | DBS Vickers | China Aviation Oil | 1.58 | 1.98 | Buy | PER13x FY18 |
Centurion - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/06/17 | phillip | Centurion | 0.36 | 0.42 | Buy | |
03/02/17 | DMG & Partners | Centurion | 0.405 | 0.39 | Neutral | DCF |
03/02/17 | Kim Eng | Centurion | 0.405 | 0.41 | Hold | DCF |
03/03/17 | phillip | Centurion | 0.4 | 0.42 | Accumulate | DCF |
03/31/17 | Lim & Tan | Centurion | 0.41 | 0 | Hold | |
04/03/17 | phillip | Centurion | 0.42 | 0.42 | Accumulate | DCF |
05/19/17 | phillip | Centurion | 0.445 | 0.48 | Accumulate | DCF |
08/11/17 | Kim Eng | Centurion | 0.545 | 0.55 | Hold | DCF |
08/11/17 | phillip | Centurion | 0.545 | 0.59 | Accumulate | DCF |
11/10/17 | phillip | Centurion | 0.535 | 0.59 | Accumulate | DCF |
03/01/18 | DMG & Partners | Centurion | 0.515 | 0.47 | Neutral | DCF |
03/01/18 | Kim Eng | Centurion | 0.515 | 0.5 | Hold | DCF |
06/27/18 | DMG & Partners | Centurion | 0.455 | 0.47 | Neutral | |
08/10/18 | DMG & Partners | Centurion | 0.45 | 0.47 | Neutral |
CEI - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/14/17 | CIMB | CEI | 0.94 | 1.11 | Add | PER9.2x FY18 |
07/05/17 | CIMB | CEI | 1.06 | 1.11 | Add | PER9.2x FY18 |
08/28/17 | CIMB | CEI | 1.025 | 1.08 | Add | PER9.74x |
02/12/18 | CIMB | CEI | 1 | 1.02 | Hold | PER10.48x |
Stock calls for 17 September 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
09/17/18 | Kim Eng | ART | 1.07 | 1.15 | Hold | DDM |
09/17/18 | Kim Eng | CDL Hospitality | 1.56 | 1.8 | Buy | DDM |
09/17/18 | DBS Vickers | Chip Eng Seng | 0.845 | 0.75 | Hold | |
09/17/18 | DMG & Partners | DBS | 24.85 | 30.3 | Buy | |
09/17/18 | DBS Vickers | ESR-Reit | 0.5 | 0.59 | Buy | DCF |
09/17/18 | Kim Eng | Far East Hospitality | 0.635 | 0.75 | Buy | DDM |
09/17/18 | Kim Eng | Frasers Hospitality Trust | 0.69 | 0.8 | Buy | DDM |
09/17/18 | UOB Kay Hian | Keppel T&T | 1.34 | 1.51 | Hold | Sum of parts, Buy @ $1.30 |
09/17/18 | UOB Kay Hian | Netlink | 0.785 | 0.95 | Buy | DCF |
09/17/18 | Kim Eng | ST Engineering | 3.53 | 4.35 | Buy | DCF |
Singapore NODX grew 5% in August 2018.
https://www.straitstimes.com/business/economy/singapore-non-oil-exports-up-5-in-august-thanks-again-to-pharma-as-slide-in?xtor=CS11-86
http://sg-stock.blogspot.com/2018/08/singapore-nodx-in-july-2018-increased.html
Year on year changes (YOY):
August 2018: 5%
July 2018: 11.8% (Corrected)
June 2018: 1.1%
May 2018: 15.5%
April 2018: 11.8%
March 2018: -2.7%
February 2018: -5.9%
January 2018: 13%
December 2017: 3.1%
November 2017: 9.1%
October 2017: 20.9%
September 2017: -1.1%
August 2017: 16.7%
July 2017: 8.5%
June 2017: 8.2%
May 2017: -1.2%
Apr 2017: -0.7%
Mar 2017: 16.5%
Feb 2017: 21.1%
Jan 2017: 8.6%
May 2017: -1.2%
Apr 2017: -0.7%
Mar 2017: 16.5%
Feb 2017: 21.1%
Jan 2017: 8.6%
http://sg-stock.blogspot.com/2018/08/singapore-nodx-in-july-2018-increased.html
The revised $200b tariffs against China.
https://sg.finance.yahoo.com/news/report-trump-going-ahead-plans-210131994.html
Trump is proceeding with the tariffs against $200b China goods but will lower the tariffs to 10% instead of the original 25%.
Although the tariff percentage is lowered to 10%, it is still an unfriendly gesture prior to the trade talk. China will retaliate with its own tariffs and nothing will come out good from the trade talk.
Trump is proceeding with the tariffs against $200b China goods but will lower the tariffs to 10% instead of the original 25%.
Although the tariff percentage is lowered to 10%, it is still an unfriendly gesture prior to the trade talk. China will retaliate with its own tariffs and nothing will come out good from the trade talk.
Temasek has lost in another investment again.
https://www.theonlinecitizen.com/2018/09/15/temasek-loses-at-least-s1-2b-in-5-months-for-betting-on-bayer/amp/
Sigh! Another investment loss for Temasek!
No wonder everything is going up in Singapore to make up for Temasek loss.
Sigh! Another investment loss for Temasek!
No wonder everything is going up in Singapore to make up for Temasek loss.
Saturday, September 15, 2018
Baltic dry index - 1366
Today, Friday, September 14 2018, the Baltic Dry Index decreased by 16 points, reaching 1366 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 - 1055
HOUSTON, Sept. 14 (Xinhua) -- The number of active drilling rigs in the United States increased by seven to 1,055 this week, or 119 more than that this time last year, showed weekly data released by Baker Hughes on Friday.
The Houston-based oilfield services company reported that the U.S. state of Louisiana and Pennsylvania led the gain with increasing by three rigs, while Texas decreased by three to 525.
The number of rigs operating in U.S. oil fields gained seven to a total of 867 rigs this week, and more than half of the oil rigs were located in the Permian Basin region of western Texas and southeastern New Mexico. The number of rigs drilling for gas remained level at 186 this week. The count of miscellaneous rigs held steady at two.
Oil prices settled mixed on Friday as traders assessed the potential impact of U.S. sanctions on Iran.
The West Texas Intermediate for October delivery rose 40 U.S. cents to settle at 68.99 dollars a barrel on the New York Mercantile Exchange, while Brent crude for November delivery lost 9 cents to 78.09 dollars a barrel on the London ICE Futures Exchange.
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Related stocks: Keppel Corp, Sembcorp Marine & Cosco.
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