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Thursday, September 20, 2018

Comfortable - Stock calls


Date Analyst Company Last Target Call Valuation
01/03/17 CIMB Comfortdelgro 2.47 2.91 Add DCF CY17
01/03/17 DMG & Partners Comfortdelgro 2.47 3.24 Buy DCF
01/04/17 OCBC Comfortdelgro 2.5 2.95 Buy DCF
01/05/17 Credit Suisse Comfortdelgro 2.51 3.6 Outperform
01/06/17 UBS Comfortdelgro 2.53 3.43 Buy
01/12/17 DIR Comfortdelgro 2.53 3.67 Buy DCF
02/06/17 Credit Suisse Comfortdelgro 2.37 3.6 Outperform
02/13/17 CIMB Comfortdelgro 2.51 2.91 Add DCF
02/13/17 Credit Suisse Comfortdelgro 2.51 3.35 Outperform
02/13/17 DBS Vickers Comfortdelgro 2.51 2.94 Buy DCF & PER
02/13/17 DIR Comfortdelgro 2.51 3.51 Buy DCF
02/13/17 DMG & Partners Comfortdelgro 2.51 3 Buy DCF
02/13/17 OCBC Comfortdelgro 2.51 2.95 Buy
02/13/17 phillip Comfortdelgro 2.51 2.94 Accumulate DCF, PER19.8x FY17
02/13/17 UOB Kay Hian Comfortdelgro 2.51 2.47 Hold PER16.5x, Buy @ $2.20
03/06/17 Credit Suisse Comfortdelgro 2.51 3.35 Outperform
03/06/17 Nomura Comfortdelgro 2.51 2.56 Neutral
03/17/17 DBS Vickers Comfortdelgro 2.53 2.94 Buy
03/27/17 OCBC Comfortdelgro 2.52 2.95 Buy
03/30/17 UOB Kay Hian Comfortdelgro 2.6 2.47 Hold PER16.5x, Buy @ $2.35
04/04/17 OCBC Comfortdelgro 2.58 2.95 Buy
04/07/17 Credit Suisse Comfortdelgro 2.63 3.35 Outperform
04/12/17 DIR Comfortdelgro 2.63 3.51 Buy DCF
04/19/17 Deutsche Comfortdelgro 2.66 2.9 Buy
04/20/17 DBS Vickers Comfortdelgro 2.61 2.94 Buy
04/20/17 OCBC Comfortdelgro 2.61 2.95 Buy
04/21/17 DIR Comfortdelgro 2.66 3.54 Buy DCF
05/12/17 DMG & Partners Comfortdelgro 2.72 3 Buy DCF
05/15/17 CIMB Comfortdelgro 2.69 2.78 Hold DCF FY17
05/15/17 Credit Suisse Comfortdelgro 2.69 3.35 Outperform
05/15/17 DBS Vickers Comfortdelgro 2.69 2.78 Hold DCF & PER15x FY17/18
05/15/17 DIR Comfortdelgro 2.69 3.49 Buy DCF
05/15/17 OCBC Comfortdelgro 2.69 2.88 Buy
05/15/17 phillip Comfortdelgro 2.69 3.02 Accumulate DCF, PER23.4x FY17
06/09/17 Deutsche Comfortdelgro 2.4 2.9 Buy DCF
06/09/17 Kim Eng Comfortdelgro 2.4 2.64 Hold PER17x FY17
06/27/17 UOB Kay Hian Comfortdelgro 2.37 2.37 Hold PER16.7x, Buy @ $2.20
07/04/17 DMG & Partners Comfortdelgro 2.3 3 Buy
07/04/17 Nomura Comfortdelgro 2.3 1.98 Reduce
07/13/17 DIR Comfortdelgro 2.28 3.49 Buy DCF
08/14/17 phillip Comfortdelgro 2.31 2.78 Buy DCF, PER20.6x FY17
08/14/17 DIR Comfortdelgro 2.31 3.36 Buy DCF
08/14/17 UOB Kay Hian Comfortdelgro 2.31 2.37 Hold PER16.6x, Buy @ $2.20
08/14/17 Credit Suisse Comfortdelgro 2.31 3.2 Outperform
08/14/17 DMG & Partners Comfortdelgro 2.31 2.6 Buy DCF
08/14/17 OCBC Comfortdelgro 2.31 2.7 Buy
08/14/17 CIMB Comfortdelgro 2.31 2.46 Hold DCF
08/14/17 Kim Eng Comfortdelgro 2.31 2.25 Hold PER16x FY17
08/15/17 DBS Vickers Comfortdelgro 2.3 2.33 Hold DCF, PER13x FY18
08/24/17 UOB Kay Hian Comfortdelgro 2.36 2.37 Hold PER16.6x, Buy @ $2.25
09/06/17 DIR Comfortdelgro 2.21 3.19 Buy DCF
09/15/17 Nomura Comfortdelgro 2.18 1.98 Reduce PER13x FY18
09/19/17 DBS Vickers Comfortdelgro 2.07 2.33 Hold DCF, PER13x FY18
09/20/17 DIR Comfortdelgro 2.01 2.09 Hold DCF
09/28/17 CIMB Comfortdelgro 1.985 2.15 Hold DCF
09/29/17 UOB Kay Hian Comfortdelgro 2.04 2.34 Buy PER16.6x
09/29/17 Kim Eng Comfortdelgro 2.04 2.4 Buy DCF, PER16.3x FY18
10/04/17 OCBC Comfortdelgro 2.04 2.12 Hold Buy @ $1.90
10/25/17 CIMB Comfortdelgro 2.03 2.15 Hold DCF
11/13/17 phillip Comfortdelgro 2 2.69 Buy DCF
11/13/17 UOB Kay Hian Comfortdelgro 2 2.25 Buy PER16.6x FY18
11/13/17 DBS Vickers Comfortdelgro 2 2.18 Hold DCF & PER15.3x FY17/18
11/13/17 Kim Eng Comfortdelgro 2 2.4 Buy DCF, PER16x FY18
11/13/17 OCBC Comfortdelgro 2 2.05 Hold Buy @ $1.90 or below
11/13/17 CIMB Comfortdelgro 2 2.15 Hold DCF
11/13/17 Lim & Tan Comfortdelgro 2 0 Hold
11/13/17 Credit Suisse Comfortdelgro 2 3.1 Outperform
11/14/17 DMG & Partners Comfortdelgro 2.1 2 Neutral DCF, PER14.5x FY18
12/11/17 CIMB Comfortdelgro 1.91 2.15 Hold
12/11/17 Kim Eng Comfortdelgro 1.91 2.4 Buy DCF
12/11/17 phillip Comfortdelgro 1.91 2.69 Buy DCF
12/11/17 UOB Kay Hian Comfortdelgro 1.91 2.25 Buy PER16.6x
12/11/17 Lim & Tan Comfortdelgro 1.91 0 Hold
12/12/17 DBS Vickers Comfortdelgro 2.03 2.18 Hold
01/03/18 Amfrasers Comfortdelgro 2.01 2.24 Buy PER16x FY18
01/04/18 phillip Comfortdelgro 2.02 2.63 Buy DCF
01/04/18 OCBC Comfortdelgro 2.02 2.05 Hold
01/11/18 Kim Eng Comfortdelgro 1.99 2.4 Buy DCF
01/18/18 UOB Kay Hian Comfortdelgro 2.03 2.25 Buy PER16.6x
01/19/18 CIMB Comfortdelgro 2.01 2.15 Hold
02/02/18 OCBC Comfortdelgro 2.15 2.12 Hold
02/13/18 UOB Kay Hian Comfortdelgro 2.01 2.25 Buy PER16.6x
02/14/18 DBS Vickers Comfortdelgro 2.01 2.12 Hold DCF & PER
02/14/18 Kim Eng Comfortdelgro 2.01 2.35 Buy DCF
02/14/18 OCBC Comfortdelgro 2.01 2.25 Buy
02/14/18 CIMB Comfortdelgro 2.01 2.16 Hold DCF
02/14/18 Lim & Tan Comfortdelgro 2.01 0 Buy on weakness
02/14/18 DMG & Partners Comfortdelgro 2.01 2.05 Neutral DCF
02/14/18 phillip Comfortdelgro 2.01 2.5 Buy DCF, PER17.4x FY18
02/15/18 DMG & Partners Comfortdelgro 2.02 1.98 Neutral DCF
03/09/18 Kim Eng Comfortdelgro 2.06 2.35 Buy DCF
03/21/18 OCBC Comfortdelgro 2.02 2.25 Buy
03/22/18 phillip Comfortdelgro 2 2.5 Buy
03/26/18 DBS Vickers Comfortdelgro 1.99 2.12 Hold
03/27/18 CIMB Comfortdelgro 2.04 2.16 Hold DCF
03/29/18 UOB Kay Hian Comfortdelgro 2 2.25 Buy PER16.6x
04/06/18 OCBC Comfortdelgro 2.07 2.25 Buy
05/02/18 Amfrasers Comfortdelgro 2.25 2.72 Buy PER19x FY18
05/10/18 phillip Comfortdelgro 2.34 2.5 Buy
05/14/18 phillip Comfortdelgro 2.33 2.48 Accumulate DCF, PER17.8x FY18
05/14/18 UOB Kay Hian Comfortdelgro 2.33 2.43 Buy PER16.6x FY19
05/14/18 DBS Vickers Comfortdelgro 2.33 2.12 Hold
05/14/18 OCBC Comfortdelgro 2.33 2.5 Buy
05/14/18 CIMB Comfortdelgro 2.33 2.37 Hold DCF
05/14/18 DMG & Partners Comfortdelgro 2.33 2.2 Neutral DCF
05/15/18 Kim Eng Comfortdelgro 2.34 2.65 Buy
06/07/18 DBS Vickers Comfortdelgro 2.47 2.12 Hold
06/08/18 phillip Comfortdelgro 2.46 2.69 Accumulate
06/08/18 OCBC Comfortdelgro 2.46 2.5 Hold
07/03/18 UOB Kay Hian Comfortdelgro 2.26 2.43 Buy
07/04/18 DBS Vickers Comfortdelgro 2.3 2.59 Buy DCF & PER18x FY18/19
07/10/18 phillip Comfortdelgro 2.32 2.69 Accumulate
08/10/18 DBS Vickers Comfortdelgro 2.37 2.59 Buy
08/13/18 phillip Comfortdelgro 2.38 2.78 Accumulate DCF, PER19.7x FY18
08/13/18 UOB Kay Hian Comfortdelgro 2.38 2.59 Buy PER16.8x FY19
08/13/18 DMG & Partners Comfortdelgro 2.38 2.35 Neutral DCF
08/13/18 OCBC Comfortdelgro 2.38 2.5 Hold
08/13/18 CIMB Comfortdelgro 2.38 2.75 Add DCF, PER18.1x FY19
08/14/18 Amfrasers Comfortdelgro 2.35 2.72 Buy PER19x FY18
09/04/18 OCBC Comfortdelgro 2.3 2.5 Hold
09/04/18 DBS Vickers Comfortdelgro 2.3 2.59 Buy
09/11/18 phillip Comfortdelgro 2.23 2.78 Accumulate

CNMC - Stock calls


Date Analyst Company Last Target Call Valuation
01/13/17 DBS Vickers CNMC 0.45 0.65 Buy DCF & PER14x FY17
02/24/17 phillip CNMC 0.41 0.68 Buy FCFE (DDM)
02/27/17 DBS Vickers CNMC 0.415 0.6 Buy DCF & PER14x FY17
05/17/17 phillip CNMC 0.295 0.44 Buy DCF
05/18/17 DBS Vickers CNMC 0.32 0.31 Hold DCF & PER14x FY17
06/28/17 NRA CNMC 0.26 0.38 Overweight FCFE
07/26/17 NRA CNMC 0.295 0.38 Overweight
08/17/17 phillip CNMC 0.27 0.29 Neutral DCF
11/14/17 phillip CNMC 0.28 0.3 Neutral DCF
02/27/18 phillip CNMC 0.26 0.3 Accumulate DCF
03/07/18 NRA CNMC 0.27 0.375 Overweight FCFE
05/17/18 phillip CNMC 0.275 0.42 Buy DCF
07/03/18 Amfrasers CNMC 0.27 0.38 Buy PER10x FY19
08/20/18 phillip CNMC 0.23 0.29 Buy DCF

Cityneon - Stock calls


Date Analyst Company Last Target Call Valuation
01/13/17 DBS Vickers Cityneon 0.88 1.26 Buy
02/24/17 CIMB Cityneon 0.825 1.27 Add PER15x FY18
02/24/17 DBS Vickers Cityneon 0.825 1.26 Buy PER17x FY17
04/10/17 DBS Vickers Cityneon 0.905 1.26 Buy
05/15/17 DBS Vickers Cityneon 0.955 1.26 Buy
05/16/17 CIMB Cityneon 0.9 1.27 Add PER15x FY18
05/26/17 UOB Kay Hian Cityneon 0.935 1.28 Buy Sum of parts, PER14.7x FY18
05/30/17 DBS Vickers Cityneon 0.935 1.23 Buy
06/01/17 CIMB Cityneon 0.98 1.27 Add PER15x FY18
08/11/17 UOB Kay Hian Cityneon 0.935 1.28 Reject Offer Sum of parts, offer price $0.90
08/16/17 UOB Kay Hian Cityneon 0.935 1.28 Buy Sum of parts
08/16/17 CIMB Cityneon 0.935 1.27 Add PER15x FY18
09/04/17 UOB Kay Hian Cityneon 0.99 1.5 Buy PER15.4x FY18
09/21/17 DBS Vickers Cityneon 1.08 1.45 Buy PER14.4x FY18
11/09/17 UOB Kay Hian Cityneon 1.14 1.5 Buy
11/13/17 Amfrasers Cityneon 1.095 1.38 Buy PER15.1x FY18
11/27/17 DBS Vickers Cityneon 1.04 1.45 Buy
01/05/18 DBS Vickers Cityneon 0.97 1.45 Buy
01/09/18 UOB Kay Hian Cityneon 0.97 1.55 Buy PER15.4x FY18
02/20/18 UOB Kay Hian Cityneon 1.02 1.55 Buy
02/28/18 Kim Eng Cityneon 1.1 1.55 Buy
03/01/18 UOB Kay Hian Cityneon 1.04 1.55 Buy PER15.4x FY18
03/01/18 DBS Vickers Cityneon 1.04 1.45 Buy PER14.4x FY18
03/05/18 Amfrasers Cityneon 1.06 1.54 Buy PER14x FY18
03/15/18 CIMB Cityneon 1.11 1.58 Add PER14x FY19
05/03/18 DBS Vickers Cityneon 1.05 1.6 Buy PER14.4x FY18
05/03/18 CIMB Cityneon 1.05 1.58 Add PER14x CY19
05/15/18 UOB Kay Hian Cityneon 1.06 1.55 Buy PER15.4x FY18
05/15/18 CIMB Cityneon 1.06 1.16 Hold PER11x FY19
05/18/18 Amfrasers Cityneon 1 1.54 Buy PER14x FY18
05/23/18 UOB Kay Hian Cityneon 0.99 1.55 Buy
06/04/18 UOB Kay Hian Cityneon 0.98 1.55 Buy
08/06/18 DBS Vickers Cityneon 1.02 1.57 Buy PER14.4x
08/21/18 Amfrasers Cityneon 1.13 1.51 Buy PER14x FY18

Stock calls for 20 September 2018


Date Analyst Company Last Target Call Valuation
09/20/18 Lim & Tan ART 1.09 0 Hold
09/20/18 OCBC Mapletree Logistics 1.26 1.34 Buy
09/20/18 OCBC OUE Hospitality 0.69 0.79 Buy
09/20/18 DBS Vickers Thai Beverage 0.65 0.94 Buy

A peek inside Vostok 2018 - Russia & China

China sent its elite force of 3,200 men to participate in this Russian military exercise.

Wednesday, September 19, 2018

City Developments - Stock calls


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

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.