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Monday, November 26, 2018

Sembcorp Marine - Stock calls


Date Analyst Company Last Target Call Valuation
01/05/17 Deutsche Sembcorp Marine 1.42 1.9 Buy PB1.5x FY17
01/05/17 Morgan Stanley Sembcorp Marine 1.42 1 Underweight
01/06/17 CIMB Sembcorp Marine 1.455 1.7 Add PB1.3x CY17
01/13/17 DBS Vickers Sembcorp Marine 1.51 1.55 Hold PB1.3x FY17
01/16/17 DIR Sembcorp Marine 1.515 0.94 Sell PB0.9x FY16/17
01/16/17 UOB Kay Hian Sembcorp Marine 1.515 1.61 Hold PB1.3x FY17, Buy @ $1.45
01/17/17 OCBC Sembcorp Marine 1.49 1.43 Hold
01/25/17 Credit Suisse Sembcorp Marine 1.545 1.2 Neutral
02/07/17 CIMB Sembcorp Marine 1.475 1.7 Add PB1.3x FY17
02/17/17 CLSA Sembcorp Marine 1.545 2 Buy
02/23/17 CIMB Sembcorp Marine 1.535 1.88 Add PB1.5x
02/23/17 DBS Vickers Sembcorp Marine 1.535 1.78 Buy PB1.5x FY17
02/23/17 DMG & Partners Sembcorp Marine 1.535 1.46 Neutral PER16x FY17
02/23/17 Lim & Tan Sembcorp Marine 1.535 0 Buy
02/23/17 OCBC Sembcorp Marine 1.535 1.76 Buy PB1.4x FY17
02/23/17 UOB Kay Hian Sembcorp Marine 1.535 1.61 Hold PB1.2x, FY17, Buy @ $1.45
02/24/17 phillip Sembcorp Marine 1.815 1.58 Reduce PER25.4x
02/28/17 Amfrasers Sembcorp Marine 1.73 1.63 Hold
03/01/17 Credit Suisse Sembcorp Marine 1.78 2.4 Outperform
03/06/17 Deutsche Sembcorp Marine 2.03 2.1 Buy
03/06/17 UOB Kay Hian Sembcorp Marine 2.03 1.61 Hold PB1.2x FY17
03/14/17 DIR Sembcorp Marine 1.86 1.22 Sell PB1x FY17
04/03/17 UOB Kay Hian Sembcorp Marine 1.92 1.61 Hold PB1.3x FY17, Buy @ $1.45
04/10/17 Credit Suisse Sembcorp Marine 1.875 2.4 Outperform
04/28/17 CIMB Sembcorp Marine 1.73 1.88 Add PB1.5x CY17
04/28/17 DIR Sembcorp Marine 1.73 1.22 Sell PB1x FY17
04/28/17 Lim & Tan Sembcorp Marine 1.73 0 Hold
04/28/17 OCBC Sembcorp Marine 1.73 2.01 Buy PB1.6x FY17
04/28/17 UOB Kay Hian Sembcorp Marine 1.73 1.43 Sell PB1.1x FY17
04/28/17 UBS Sembcorp Marine 1.73 1.75 Neutral
05/02/17 DBS Vickers Sembcorp Marine 1.63 1.78 Buy PB1.5x FY17
05/02/17 DMG & Partners Sembcorp Marine 1.63 1.65 Neutral PB1.3x
05/02/17 phillip Sembcorp Marine 1.63 1.58 Neutral PER23.9x
06/06/17 Credit Suisse Sembcorp Marine 1.665 2.4 Outperform
06/09/17 Deutsche Sembcorp Marine 1.64 2.1 Buy PB1.7x FY17
06/12/17 OCBC Sembcorp Marine 1.635 2.01 Buy
06/20/17 UOB Kay Hian Sembcorp Marine 1.595 1.43 Sell PB1.1x FY17
07/11/17 CIMB Sembcorp Marine 1.68 1.88 Add PB1.5x FY17
07/18/17 Credit Suisse Sembcorp Marine 1.65 2.4 Outperform
07/21/17 DBS Vickers Sembcorp Marine 1.74 2.3 Buy PB1.8x FY17
07/28/17 DIR Sembcorp Marine 1.74 1.22 Sell PB1x FY17/18
07/28/17 UOB Kay Hian Sembcorp Marine 1.74 1.8 Hold PB1.4x FY18, Buy @ $1.60
07/28/17 OCBC Sembcorp Marine 1.74 1.98 Buy PB1.6x FY17
07/28/17 CIMB Sembcorp Marine 1.74 1.87 Add PB1.5x FY17
07/28/17 Lim & Tan Sembcorp Marine 1.74 0 Hold
07/28/17 DMG & Partners Sembcorp Marine 1.74 1.65 Neutral PB1.3x FY17
07/31/17 phillip Sembcorp Marine 1.695 1.55 Reduce PER28.5x
07/31/17 Amfrasers Sembcorp Marine 1.695 2.05 Buy PB1.8x FY17
08/01/17 Credit Suisse Sembcorp Marine 1.685 2.4 Outperform PER43.4x FY17, PB1.4x
08/25/17 Morgan Stanley Sembcorp Marine 1.605 1.05 Underweight
09/12/17 CIMB Sembcorp Marine 1.575 1.87 Add PB1.5x FY17
09/12/17 DMG & Partners Sembcorp Marine 1.575 1.65 Neutral PB1.3x FY17
09/15/17 UOB Kay Hian Sembcorp Marine 1.59 1.8 Hold
09/19/17 OCBC Sembcorp Marine 1.63 1.98 Buy
09/19/17 Lim & Tan Sembcorp Marine 1.63 0 Buy
09/19/17 UBS Sembcorp Marine 1.63 1.67 Neutral
09/20/17 DBS Vickers Sembcorp Marine 1.67 2.3 Buy PB1.8x FY17
09/27/17 Credit Suisse Sembcorp Marine 1.68 2.4 Outperform
10/02/17 UOB Kay Hian Sembcorp Marine 1.745 1.77 Hold PB1.3x, Buy @ $1.60
10/05/17 CIMB Sembcorp Marine 1.745 1.87 Add PB1.5x FY17
10/09/17 CIMB Sembcorp Marine 1.735 2.51 Add PB2x
10/09/17 UOB Kay Hian Sembcorp Marine 1.735 1.9 Buy PB1.5x FY18
10/09/17 OCBC Sembcorp Marine 1.735 1.98 Buy
10/09/17 DBS Vickers Sembcorp Marine 1.735 2.3 Buy
10/09/17 phillip Sembcorp Marine 1.735 1.82 Neutral PER33.6x FY18
10/09/17 Lim & Tan Sembcorp Marine 1.735 0 Buy
10/09/17 UBS Sembcorp Marine 1.735 1.82 Neutral
10/10/17 DIR Sembcorp Marine 1.815 1.22 Sell PB1x FY17/18
10/10/17 DMG & Partners Sembcorp Marine 1.815 1.65 Neutral
10/24/17 Credit Suisse Sembcorp Marine 1.86 2.4 Outperform
10/24/17 Deutsche Sembcorp Marine 1.86 2.6 Buy
11/01/17 CIMB Sembcorp Marine 1.93 2.49 Add PB2x FY18
11/01/17 Credit Suisse Sembcorp Marine 1.93 2.4 Outperform
11/01/17 OCBC Sembcorp Marine 1.93 2.26 Buy PB1.8x
11/01/17 UOB Kay Hian Sembcorp Marine 1.93 2.1 Buy
11/01/17 Lim & Tan Sembcorp Marine 1.93 0 Buy
11/02/17 phillip Sembcorp Marine 2.01 1.91 Neutral PER38.2x FY18
11/02/17 DBS Vickers Sembcorp Marine 2.01 2.3 Buy PB1.8x FY17
11/02/17 Amfrasers Sembcorp Marine 2.01 2.05 Hold
11/03/17 Morgan Stanley Sembcorp Marine 2.01 1.18 Underweight PB1x
11/03/17 UBS Sembcorp Marine 2.01 1.85 Neutral
12/04/17 UOB Kay Hian Sembcorp Marine 1.87 2.1 Buy PB1.6x FY19
12/04/17 Amfrasers Sembcorp Marine 1.87 2.05 Hold
12/20/17 CIMB Sembcorp Marine 1.93 2.49 Add PB2x FY18
12/26/17 OCBC Sembcorp Marine 1.94 1.74 Sell PB1.8x
12/27/17 Lim & Tan Sembcorp Marine 1.87 0 Hold Bribery alert!
12/27/17 Deutsche Sembcorp Marine 1.87 2.4 Buy PB1.8x
01/02/18 UOB Kay Hian Sembcorp Marine 1.84 2.1 Buy
01/02/18 CIMB Sembcorp Marine 1.84 2.49 Add PB2x FY18
01/03/18 OCBC Sembcorp Marine 1.87 1.78 Hold PB1.85x
01/05/18 Amfrasers Sembcorp Marine 1.83 2.05 Hold
01/22/18 OCBC Sembcorp Marine 2.3 2.37 Hold PB2x FY18
01/23/18 UBS Sembcorp Marine 2.39 3.06 Buy
01/23/18 DBS Vickers Sembcorp Marine 2.39 3.1 Buy PB2.4x FY18
02/02/18 Deutsche Sembcorp Marine 2.57 2.9 Buy
02/02/18 Credit Suisse Sembcorp Marine 2.57 3 Outperform
02/07/18 CIMB Sembcorp Marine 2.71 2.49 Neutral Buy @ $2
02/13/18 DBS Vickers Sembcorp Marine 2.37 3.1 Buy
02/22/18 OCBC Sembcorp Marine 2.63 2.43 Hold
02/22/18 UOB Kay Hian Sembcorp Marine 2.63 1.9 Hold PB1.6x FY19, Buy @ $1.80
02/22/18 DBS Vickers Sembcorp Marine 2.63 2.9 Buy PB2.4x FY18
02/22/18 CIMB Sembcorp Marine 2.63 3.01 Add PB2.5x FY18
02/26/18 phillip Sembcorp Marine 2.23 1.91 Reduce PER43.4x FY18
02/27/18 Amfrasers Sembcorp Marine 2.18 2.06 Hold
03/05/18 CIMB Sembcorp Marine 2.02 3.01 Add PB2.5x FY18
03/05/18 OCBC Sembcorp Marine 2.02 2.07 Hold PB1.7x FY18/19
03/06/18 DBS Vickers Sembcorp Marine 1.9 2.9 Buy PB2.4x FY18
03/26/18 Morgan Stanley Sembcorp Marine 2.09 2.45 Overweight PB2.2x FY18, Up from $1.48 ({PB1.2x)
03/28/18 UOB Kay Hian Sembcorp Marine 2.21 2.78 Buy
04/03/18 DBS Vickers Sembcorp Marine 2.22 2.9 Buy
04/06/18 CIMB Sembcorp Marine 2.17 3.01 Add PB2.5x FY18
04/11/18 OCBC Sembcorp Marine 2.23 2.07 Hold
04/23/18 Macquarie Sembcorp Marine 2.32 1.8 Underperform PB1.5x
04/26/18 CIMB Sembcorp Marine 2.23 2.52 Add PB
04/26/18 UOB Kay Hian Sembcorp Marine 2.23 2.05 Hold PB1.7x FY19, Buy @ $1.90
04/26/18 OCBC Sembcorp Marine 2.23 2.1 Hold PB1.75x FY18/19
04/26/18 CIMB Sembcorp Marine 2.23 2.52 Add PB2.2x CY18
04/26/18 Lim & Tan Sembcorp Marine 2.23 0 Hold
04/27/18 phillip Sembcorp Marine 2.11 1.85 Reduce PER51.4x
04/27/18 DBS Vickers Sembcorp Marine 2.11 2.9 Buy PB2.4x FY18
05/08/18 Amfrasers Sembcorp Marine 2.1 2.64 Buy PB2.4x FY18
05/08/18 OCBC Sembcorp Marine 2.1 2.1 Hold
05/22/18 CIMB Sembcorp Marine 2.27 2.52 Add PB2.2x CY18
06/05/18 DBS Vickers Sembcorp Marine 2.11 2.9 Buy
06/25/18 UOB Kay Hian Sembcorp Marine 1.96 2.05 Hold
07/11/18 CIMB Sembcorp Marine 1.97 2.52 Add PB2.2x CY18
07/13/18 DBS Vickers Sembcorp Marine 1.95 2.9 Buy
07/23/18 UOB Kay Hian Sembcorp Marine 1.96 1.83 Hold PB1.7x FY19, Buy @ $1.73
07/23/18 Credit Suisse Sembcorp Marine 1.96 2.4 Outperform
07/23/18 OCBC Sembcorp Marine 1.96 2.1 Hold
07/23/18 phillip Sembcorp Marine 1.96 1.78 Reduce PB1.6x FY19
07/24/18 DBS Vickers Sembcorp Marine 1.83 2.5 Buy
07/24/18 Lim & Tan Sembcorp Marine 1.83 0 Hold
08/20/18 OCBC Sembcorp Marine 1.67 1.74 Hold PB1.75x FY19
08/30/18 CIMB Sembcorp Marine 1.69 2.52 Add PB2.2x CY18
09/06/18 DBS Vickers Sembcorp Marine 1.68 2.5 Buy
10/18/18 CIMB Sembcorp Marine 1.87 2.52 Add PB2.2x CY18
10/26/18 CIMB Sembcorp Marine 1.72 2.46 Add PB2.2x CY18
10/26/18 UOB Kay Hian Sembcorp Marine 1.72 1.83 Hold PB1.7x FY18, Buy @ $1.65
10/26/18 OCBC Sembcorp Marine 1.72 1.73 Hold
10/29/18 phillip Sembcorp Marine 1.61 1.65 Neutral PB1.6x FY19
10/29/18 DBS Vickers Sembcorp Marine 1.61 2.4 Buy PB2.1x FY18
10/29/18 Lim & Tan Sembcorp Marine 1.61 0 Hold

Sembcorp Industries - Stock calls


Date Analyst Company Last Target Call Valuation
01/03/17 Lim & Tan Sembcorp Industries 2.85 0 Buy
01/03/17 UOB Kay Hian Sembcorp Industries 2.85 3.2 Buy
01/05/17 Deutsche Sembcorp Industries 2.93 3.45 Buy Sum of parts (15% discount)
01/11/17 OCBC Sembcorp Industries 3.06 3.36 Buy Sum of parts (5% discount)
01/25/17 Credit Suisse Sembcorp Industries 3.27 2.7 Neutral
02/03/17 OCBC Sembcorp Industries 3.18 3.36 Buy
02/24/17 CIMB Sembcorp Industries 3.36 3.51 Hold Sum of parts, PB0.6x CY17
02/24/17 DMG & Partners Sembcorp Industries 3.36 4.17 Buy Sum of parts
02/24/17 OCBC Sembcorp Industries 3.36 3.69 Buy
02/24/17 UOB Kay Hian Sembcorp Industries 3.36 3.95 Buy Sum of parts
02/27/17 DBS Vickers Sembcorp Industries 3.27 3.8 Buy Sum of parts (10% discount), PB1.1x, PER17.2X FY17
02/27/17 Lim & Tan Sembcorp Industries 3.27 0 Buy
03/01/17 Credit Suisse Sembcorp Industries 3.2 3.6 Neutral
03/02/17 UOB Kay Hian Sembcorp Industries 3.27 3.95 Buy
03/24/17 UOB Kay Hian Sembcorp Industries 3.13 3.78 Buy Sum of parts
04/04/17 UOB Kay Hian Sembcorp Industries 3.2 3.78 Buy PER9.8x FY18
04/07/17 Credit Suisse Sembcorp Industries 3.15 3.6 Neutral
04/10/17 Lim & Tan Sembcorp Industries 3.15 0 Buy
04/11/17 CIMB Sembcorp Industries 3.14 3.51 Hold Sum of parts
05/04/17 CIMB Sembcorp Industries 3 3.51 Add Sum of parts
05/04/17 Credit Suisse Sembcorp Industries 3 3.6 Neutral
05/04/17 DBS Vickers Sembcorp Industries 3 3.8 Buy RNAV (10% discount), PB1x
05/04/17 DIR Sembcorp Industries 3 2.67 Underperform Sum of parts
05/04/17 Lim & Tan Sembcorp Industries 3 0 Hold
05/04/17 OCBC Sembcorp Industries 3 3.48 Buy
05/04/17 UOB Kay Hian Sembcorp Industries 3 3.66 Buy Sum of parts
05/05/17 DMG & Partners Sembcorp Industries 3.15 3.2 Neutral Sum of parts
05/11/17 DIR Sembcorp Industries 3.14 3.14 Hold
05/29/17 phillip Sembcorp Industries 3.15 3.5 Accumulate Sum of parts (10% discount)
06/02/17 OCBC Sembcorp Industries 3.19 3.48 Buy
06/06/17 Credit Suisse Sembcorp Industries 3.16 3.6 Neutral Sum of parts
06/20/17 UOB Kay Hian Sembcorp Industries 3.1 3.66 Buy
07/12/17 OCBC Sembcorp Industries 3.13 3.48 Buy
07/13/17 UOB Kay Hian Sembcorp Industries 3.09 3.66 Buy Sum of parts
07/18/17 Credit Suisse Sembcorp Industries 3.15 3.6 Neutral
07/21/17 DBS Vickers Sembcorp Industries 3.24 4.1 Buy Sum of parts, PB1.1x FY17
07/24/17 CIMB Sembcorp Industries 3.29 3.52 Add Sum of parts
08/01/17 Credit Suisse Sembcorp Industries 3.23 3.6 Neutral PER13.9x FY17, PB0.8x
08/04/17 DIR Sembcorp Industries 3.22 3.14 Hold Probability weighted
08/04/17 UOB Kay Hian Sembcorp Industries 3.22 3.57 Buy Sum of parts
08/04/17 DMG & Partners Sembcorp Industries 3.22 3.2 Neutral Sum of parts
08/04/17 OCBC Sembcorp Industries 3.22 3.43 Hold
08/04/17 CIMB Sembcorp Industries 3.22 3.47 Add Sum of parts
08/04/17 DBS Vickers Sembcorp Industries 3.22 4 Buy RNAV (10% discount), PB1.1x
08/07/17 phillip Sembcorp Industries 3.18 3.5 Accumulate Sum of parts
08/07/17 Lim & Tan Sembcorp Industries 3.18 0 Hold
08/23/17 OCBC Sembcorp Industries 2.99 3.43 Buy
08/25/17 Morgan Stanley Sembcorp Industries 3.03 2.39 Underweight
09/04/17 CIMB Sembcorp Industries 2.98 3.47 Add Sum of parts
09/04/17 UOB Kay Hian Sembcorp Industries 2.98 3.59 Buy Sum of parts, PER10.1x FY18
09/05/17 Lim & Tan Sembcorp Industries 2.93 0 Buy
09/20/17 DBS Vickers Sembcorp Industries 2.96 4 Buy RNAV (10% discount), PB1.1x
09/27/17 Credit Suisse Sembcorp Industries 2.95 3.6 Neutral
10/02/17 UOB Kay Hian Sembcorp Industries 2.96 3.57 Buy Sum of parts
10/09/17 DBS Vickers Sembcorp Industries 3.02 4 Buy
10/24/17 Credit Suisse Sembcorp Industries 3.24 3.6 Neutral
11/03/17 CIMB Sembcorp Industries 3.38 3.87 Add Sum of parts, PER8.1x FY18, PB0.59x FY17
11/03/17 UOB Kay Hian Sembcorp Industries 3.38 3.87 Buy Sum of parts
11/03/17 Credit Suisse Sembcorp Industries 3.38 3.6 Neutral
11/03/17 OCBC Sembcorp Industries 3.38 3.59 Hold
11/03/17 Lim & Tan Sembcorp Industries 3.38 0 Buy
11/06/17 phillip Sembcorp Industries 3.3 3.7 Accumulate Sum of parts (10% discount)
11/06/17 DBS Vickers Sembcorp Industries 3.3 4.2 Buy Sum of parts, PB1.1x
11/21/17 OCBC Sembcorp Industries 3.05 3.59 Buy
12/12/17 UOB Kay Hian Sembcorp Industries 3.04 3.87 Buy Sum of parts
12/20/17 CIMB Sembcorp Industries 3.02 3.87 Add
01/02/18 UOB Kay Hian Sembcorp Industries 3.03 3.87 Buy
01/23/18 DBS Vickers Sembcorp Industries 3.38 4.5 Buy Sum of parts (10% discount), PB1.1x
02/05/18 OCBC Sembcorp Industries 3.57 3.95 Buy Sum of parts
02/13/18 DBS Vickers Sembcorp Industries 3.21 4.5 Buy
02/19/18 Lim & Tan Sembcorp Industries 3.22 0 Buy
02/20/18 UOB Kay Hian Sembcorp Industries 3.3 3.87 Buy
02/21/18 CIMB Sembcorp Industries 3.28 3.87 Add Sum of parts
02/26/18 OCBC Sembcorp Industries 3.24 3.84 Buy
02/26/18 phillip Sembcorp Industries 3.24 3.86 Accumulate Sum of parts
02/26/18 UOB Kay Hian Sembcorp Industries 3.24 3.28 Hold Sum of parts, Buy @ $2.90
02/26/18 CIMB Sembcorp Industries 3.24 4.13 Add Sum of parts, PER8x FY18, PB0.63x FY18
02/27/18 DBS Vickers Sembcorp Industries 3.2 4.4 Buy Sum of parts (10% discount), PB1.1x
03/05/18 OCBC Sembcorp Industries 3.12 3.59 Buy
03/07/18 DBS Vickers Sembcorp Industries 3.08 4.4 Buy RNAV (10% discount), PB1.1x
03/26/18 Morgan Stanley Sembcorp Industries 3.04 2.77 Underweight Sum of parts, Up from $2.39
04/03/18 DBS Vickers Sembcorp Industries 3.11 4.4 Buy
04/04/18 UOB Kay Hian Sembcorp Industries 3.06 3.28 Hold Sum of parts, Buy @ $3
04/12/18 CIMB Sembcorp Industries 3.11 4.13 Add Sum of parts
04/23/18 Macquarie Sembcorp Industries 3.24 3.6 Outperform
05/04/18 OCBC Sembcorp Industries 3.06 3.59 Buy
05/04/18 UOB Kay Hian Sembcorp Industries 3.06 3.6 Hold Sum of parts, Buy @ $2.90
05/04/18 CIMB Sembcorp Industries 3.06 3.49 Add Sum of parts
05/07/18 DBS Vickers Sembcorp Industries 3.04 4.4 Buy Sum of parts (10% discount), PB1.1x
05/09/18 phillip Sembcorp Industries 3.06 3.83 Buy Sum of parts (10% discount)
06/04/18 CIMB Sembcorp Industries 2.93 3.49 Add
06/04/18 DBS Vickers Sembcorp Industries 2.93 4.5 Buy
06/25/18 UOB Kay Hian Sembcorp Industries 2.76 3.6 Hold PER8.5x FY19
06/25/18 Lim & Tan Sembcorp Industries 2.76 0 Accumulate
07/03/18 UOB Kay Hian Sembcorp Industries 2.72 3.6 Buy
07/11/18 CIMB Sembcorp Industries 2.67 3.49 Add
08/06/18 DBS Vickers Sembcorp Industries 2.63 3.9 Buy RNAV (10% discount), PB1x
08/06/18 UOB Kay Hian Sembcorp Industries 2.63 3.41 Buy
08/06/18 CIMB Sembcorp Industries 2.63 3.49 Add Sum of parts
08/07/18 phillip Sembcorp Industries 2.7 3.7 Buy Sum of parts
08/07/18 Lim & Tan Sembcorp Industries 2.7 0 Buy
09/06/18 DBS Vickers Sembcorp Industries 2.75 3.9 Buy
09/19/18 CIMB Sembcorp Industries 2.9 3.49 Add Sum of parts
09/24/18 phillip Sembcorp Industries 3.03 3.7 Buy
09/24/18 OCBC Sembcorp Industries 3.03 3.53 Buy
10/02/18 DBS Vickers Sembcorp Industries 3.07 3.9 Buy Sum of parts (10% discount), PER19.2x FY18, PB1x FY18
10/02/18 CIMB Sembcorp Industries 3.07 3.49 Add Sum of parts
10/09/18 UOB Kay Hian Sembcorp Industries 2.96 3.41 Buy
10/11/18 Lim & Tan Sembcorp Industries 2.95 0 Buy
11/01/18 Macquarie Sembcorp Industries 2.82 3.6 Buy
11/05/18 OCBC Sembcorp Industries 2.84 3.3 Buy Sum of parts
11/05/18 UOB Kay Hian Sembcorp Industries 2.84 3.41 Buy Sum of parts
11/05/18 CIMB Sembcorp Industries 2.84 3.49 Add Sum of parts
11/05/18 DBS Vickers Sembcorp Industries 2.84 3.7 Buy RNAV (10% discount), PB1x
11/08/18 phillip Sembcorp Industries 2.67 3.6 Buy Sum of parts
11/08/18 Lim & Tan Sembcorp Industries 2.67 0 Hold

SATS - Stock calls


Date Analyst Company Last Target Call Valuation
01/11/17 UOB Kay Hian SATS 4.94 4.5 Hold
01/20/17 DIR SATS 5.19 4.97 Hold
02/02/17 Credit Suisse SATS 5.26 4.9 Neutral
02/08/17 UOB Kay Hian SATS 5.15 4.5 Hold
02/10/17 CIMB SATS 4.98 5 Hold DCF & PER19x CY19
02/10/17 DIR SATS 4.98 4.93 Hold DCF
02/10/17 Kim Eng SATS 4.98 3.76 Sell PER17x FY18
02/10/17 Lim & Tan SATS 4.98 0 Hold
02/10/17 OCBC SATS 4.98 4.7 Hold Buy @ $4.40
02/10/17 phillip SATS 4.98 4.73 Neutral DCF
02/10/17 UOB Kay Hian SATS 4.98 4.6 Hold DDM, PER23x FY18, Buy @ $4.30
03/21/17 DIR SATS 4.82 4.93 Hold DCF
04/03/17 UOB Kay Hian SATS 4.88 4.6 Hold
04/07/17 Credit Suisse SATS 4.89 4.9 Neutral
05/03/17 UOB Kay Hian SATS 5.12 4.6 Hold
05/18/17 CIMB SATS 5.28 5.17 Hold DCF & PER19x
05/22/17 CIMB SATS 5.29 5.11 Hold DCF & PER19x
05/22/17 Credit Suisse SATS 5.29 4.65 Underperform
05/22/17 DIR SATS 5.29 5 Hold DCF
05/22/17 Kim Eng SATS 5.29 4.9 Hold PER17x
05/22/17 OCBC SATS 5.29 5.12 Hold DCF, Buy @ $4.7 or lower
05/22/17 phillip SATS 5.29 5.08 Hold DCF, PER23.2x FY18
05/22/17 UOB Kay Hian SATS 5.29 5.05 Hold DDM
06/06/17 UOB Kay Hian SATS 5.22 5.05 Hold Buy @ $4.75
06/16/17 OCBC SATS 5.08 5.12 Hold Buy @ $4.70 or lower
07/14/17 DIR SATS 4.94 5 Hold DCF
07/20/17 Credit Suisse SATS 5.09 4.65 Underperform
07/24/17 Kim Eng SATS 5.08 4.9 Hold PER
07/24/17 DIR SATS 5.08 5.05 Hold DCF
07/24/17 phillip SATS 5.08 5.08 Neutral DCF, PER23.2x FY18
07/24/17 UOB Kay Hian SATS 5.08 5.1 Hold DDM
07/24/17 CIMB SATS 5.08 5.11 Hold DCF & PER19x
07/24/17 OCBC SATS 5.08 5.05 Hold DCF, Buy @ $4.7 or lower
07/24/17 Lim & Tan SATS 5.08 5.09 Sell Bloomberg consensus
08/02/17 DIR SATS 4.85 5.05 Hold
08/02/17 UOB Kay Hian SATS 4.85 5.4 Buy DDM, PER23.5x FY18
08/22/17 Credit Suisse SATS 4.83 4.6 Underperform
09/05/17 UOB Kay Hian SATS 4.76 5.4 Buy DDM, PER23.5x FY18
09/18/17 OCBC SATS 4.74 5.05 Hold Buy @ $4.70 or lower
09/25/17 DBS Vickers SATS 4.65 5.02 Buy DCF & PER21x FY18
09/25/17 CIMB SATS 4.65 4.24 Reduce PER18x CY19
09/26/17 DIR SATS 4.57 5.19 Outperform DCF
10/02/17 OCBC SATS 4.61 5.05 Buy
10/04/17 UOB Kay Hian SATS 4.66 5.4 Buy PER23.5x FY18
11/01/17 DBS Vickers SATS 4.7 5.02 Buy
11/02/17 UOB Kay Hian SATS 4.75 5.4 Buy PER23.5x FY18
11/10/17 UOB Kay Hian SATS 4.71 6 Buy DCF, PER24.6x FY18
11/10/17 OCBC SATS 4.71 5.05 Buy
11/10/17 CIMB SATS 4.71 4.81 Hold PER20x CY18
11/10/17 phillip SATS 4.71 5.24 Accumulate DCF, PER23.2x FY18
11/13/17 Kim Eng SATS 5.01 5.7 Buy PER21x FY19/20
11/13/17 Credit Suisse SATS 5.01 4.6 Neutral
12/04/17 UOB Kay Hian SATS 5.24 6 Buy
12/20/17 CIMB SATS 5.26 4.81 Hold
01/16/18 OCBC SATS 5.78 5.5 Hold Buy @ $5.05 or lower
02/14/18 Kim Eng SATS 5.25 6.1 Buy PER21x FY20
02/14/18 UOB Kay Hian SATS 5.25 5.9 Buy DCF, PER25.2x FY18
02/14/18 OCBC SATS 5.25 5.5 Hold Buy @ $5.05 or lower
02/14/18 CIMB SATS 5.25 5.17 Hold PER20x FY19
02/14/18 phillip SATS 5.25 5.33 Neutral DCF, PER23.3x FY18
02/14/18 DBS Vickers SATS 5.25 5.67 Buy DCF, PER22x FY19
03/09/18 UOB Kay Hian SATS 5.03 5.9 Buy
04/13/18 UOB Kay Hian SATS 5.18 5.8 Buy PER25.3x FY19
04/19/18 CIMB SATS 5.45 5.17 Hold
05/30/18 Lim & Tan SATS 5.35 0 Hold
05/31/18 phillip SATS 5.28 5.58 Accumulate DCF
05/31/18 UOB Kay Hian SATS 5.28 5.7 Buy DCF, PER24.3x FY19
05/31/18 DBS Vickers SATS 5.28 5.64 Buy
05/31/18 OCBC SATS 5.28 5.5 Hold
06/11/18 UOB Kay Hian SATS 5.13 5.7 Buy
06/14/18 OCBC SATS 5.06 5.5 Buy
07/03/18 UOB Kay Hian SATS 4.91 5.7 Buy
07/20/18 phillip SATS 5.1 5.58 Accumulate DCF, PER24.7x FY19
07/20/18 UOB Kay Hian SATS 5.1 6.1 Buy DCF, PER23x FY20
07/20/18 Kim Eng SATS 5.1 5.9 Buy PER21x FY20
07/20/18 CIMB SATS 5.1 5.06 Hold PER20x CY19
07/20/18 DBS Vickers SATS 5.1 5.65 Buy DCF & PER22x FY19
08/17/18 UOB Kay Hian SATS 5.1 6.1 Buy
09/10/18 UOB Kay Hian SATS 5.01 6.1 Buy
09/18/18 OCBC SATS 4.93 5.39 Buy
11/08/18 UOB Kay Hian SATS 4.99 5.6 Buy EV/Invested Capital
11/09/18 phillip SATS 5.11 5.47 Accumulate DCF, PER24.3x FY19
11/09/18 OCBC SATS 5.11 5.39 Hold
11/09/18 CIMB SATS 5.11 5.06 Hold PER20x CY19
11/12/18 DBS Vickers SATS 4.88 5.6 Buy DCF, PER22x FY20

Stock calls for 26 November 2018


Date Analyst Company Last Target Call Valuation
11/26/18 phillip Geo Energy 0.205 0.245 Buy
11/26/18 phillip Golden Energy 0.23 0.36 Buy
11/26/18 OCBC SIA Engineering 2.51 2.64 Hold DCF
11/26/18 CIMB Venture 14.72 17.44 Add PER12.3x FY20

Saturday, November 24, 2018

Another bad news for bitcoin!

https://sg.finance.yahoo.com/news/us-military-darpa-program-hops-074953491.html

US DARPA is trying to develop another version of blockchain without monetary incentive.  This new blockchain will contradict the existing blockchain because crypto miners won't be interested in a non-monetary crypto mining.

Apple is cutting its iPhone XR prices in Asia.

https://www.cnbc.com/2018/11/23/iphone-xr-discount-japan-report.html

After the reported poor iPhone sales, Apple has decided to cut its XR prices in Asia to boost its sales.

We've reported previously that Apple couldn't continue to sell at high prices because of the elastic demand.

http://sg-stock.blogspot.com/2018/11/apple-has-cut-production-orders-by-13.html

Apple financial statement won't look good if the volume and price drop simultaneously.

The National Council of Churches of Singapore (NCCS) got it all wrong.

https://sg.news.yahoo.com/nccs-concerned-commercial-disney-theme-christmas-light-orchard-road-124236546.html

The commercialization of Christmas started with the introduction of Santas Claus.  Therefore, NCCS is barking up the wrong tree.  Just ask the kids how they perceive Christmas and they'll tell you Santas Claus and not Jesus.

Orchard road is a dying shopping street and it is trying to stay alive with the Christmas decors.  Without these decors, who will wanna visit orchard road?

NCCS, please stay out of commercial streets because the retailers are trying to make a living.  When these retailers are out of business, nobody will make any charitable donation.

Baltic dry index - 1008

Today, Wednesday, November 21 2018, the Baltic Dry Index climbed by 5 points, reaching 1008 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 - 1079

The US drilling rig count is down 3 units to 1,079 rigs working for the shortened holiday week ended Nov. 21, according to Baker Hughes data. However, the count is up 156 units from the 923 rigs working this time a year ago.
Land-based drilling was down 6 units this week to 1,052 rigs working vs. last week. Offshore units gained 3 units to reach 25 rigs working, while those rigs drilling in inland waters were unchanged this week to 2 rigs working for the week.
US oil-directed rigs were down 3 units from last week to 885 units working, and up from the 747 rigs drilling for oil this week a year ago. Gas-directed rigs were unchanged at 194, and up from the 176 units drilling for gas a year ago.
Among the major oil and gas-producing states, Texas, at 532 rigs, and North Dakota, at 52 rigs, were down 3 units each. Oklahoma and Wyoming, at 144 and 28, respectively, were down 2 units each. Alaska and Utah each lost 1 unit to reach respective counts of 5 and 4.
New Mexico was up 3 units to reach 108 rigs working and Louisiana, at 69, was up 4 units.
All other states were unchanged from last week.
Canada gained 7 rigs for the week. With 204 rigs running, the count is less than the 215 units drilling this week a year ago. Oil-directed rigs rose 6 units bringing the count to 124 rigs for the week. Rigs targeting gas in Canada gained 1 unit to 80 rigs working.
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Related stocks: Keppel Corp, Sembcorp Marine & Cosco

Friday, November 23, 2018

Sasseur - Stock calls


Date Analyst Company Last Target Call Valuation
06/07/18 Kim Eng Sasseur 0.77 0.9 Buy
06/20/18 Citi Research Sasseur 0.76 0.92 Buy
08/07/18 Kim Eng Sasseur 0.75 0.9 Buy DDM
09/18/18 DBS Vickers Sasseur 0.71 0.91 Buy DCF
11/13/18 Kim Eng Sasseur 0.68 0.9 Buy
11/14/18 DBS Vickers Sasseur 0.68 0.91 Buy DCF

Sarine - Stock calls


Date Analyst Company Last Target Call Valuation
02/28/17 CIMB Sarine 1.9 1.95 Hold
05/15/17 CIMB Sarine 1.915 1.96 Hold PER15.3x CY18
02/06/18 CIMB Sarine 1.05 1.56 Add PER17.2x CY19
02/27/18 CIMB Sarine 1.18 1.53 Add PER17.2x CY19
05/15/18 CIMB Sarine 1.03 1.53 Add PER17.2x CY19

Sanli Env - Stock calls


Date Analyst Company Last Target Call Valuation
11/14/17 SAC Advisors Sanli Env 0.3 0.36 Buy
01/11/18 SAC Advisors Sanli Env 0.295 0.36 Buy PER15.9x FY18
05/25/18 SAC Advisors Sanli Env 0.25 0.36 Buy

Stock calls for 23 November 2018


Date Analyst Company Last Target Call Valuation
11/23/18 CIMB Jumbo 0.405 0.54 Add PER21x FY20
11/23/18 UOB Kay Hian Jumbo 0.405 0.42 Hold PER20x FY19, Buy @ $0.38
11/23/18 CIMB Q & M 0.505 0.47 Reduce PER20x FY20

Crypto mining bankruptcy is rising rapidly now.

https://bitcoinexchangeguide.com/giga-watt-crypto-mining-company-files-for-bankruptcy-with-millions-in-bitcoin-owed-to-creditors/

Crypto mining bankruptcies are happening in the USA and China now!

https://www.thestar.com.my/tech/tech-news/2018/11/22/as-bitcoin-prices-fall-mining-cryptocurrencies-is-no-longer-profitable-for-many/

https://www.independent.co.uk/life-style/gadgets-and-tech/news/bitcoin-price-crash-cryptocurrency-mining-bankrupt-china-bitmain-giga-watt-a8646821.html

When a product is conceived and developed on flawed structural design and bad economics, it is doomed to fail in a matter of time.

http://sg-stock.blogspot.com/2018/11/a-financial-analysis-on-initial-coin.html

Fund managers don't invest in ICOs and Cryptocurrencies because they understand the investment risks as explained in our financial analysis posting for ICO & Crypto.

No more trade talk between Trump and Xi.

https://sg.finance.yahoo.com/news/u-asks-allies-avoid-huaweis-equipment-wsj-035619742--finance.html

Look like the trade tralk between Trump and Xi won't end well because the US is embarking on a smearing campaign now.

The US is also engaging in cybersecurity snooping especially through the US operating system (Windows).  It is also eavesdropping on other leaders through network tapping.

China should just kick Microsoft out of China because of cybersecurity risks too.

I've stopped using microsoft products after microsoft acknowledged publicly that it had a backdoor in its system for the US NSA.