https://sg.finance.yahoo.com/news/south-korea-cuts-gdp-outlook-keeps-policy-seeking-025302667--business.html
South Korea is also slowing down.
https://sg-stock.blogspot.com/2018/12/india-is-slowing-down.html
India - Slowdown
Japan - Slowdown
Hong Kong - Slowdown
Malaysia - Slowdown
Thailand - Slowdown
China - Slowdown
South Korea - Slowdown
Singapore - Slowdown
Look like Asia is slowing down.
The stock markets won't go up when so many countries in Asia are slowing down.
Monday, December 17, 2018
Sunday, December 16, 2018
The US wants to reduce China influence in South Africa.
https://www.bloombergquint.com/politics/bolton-to-outline-u-s-africa-strategy-to-counter-russia-china#gs.U8c7YGc
The US will find it very difficult to reduce China influence in South Africa because of its own bad history record.
The US was the one killing many South Africans (SAs) and trading black slaves in the past. The US thought that the SAs had forgotten about this ugly history.
Let's look at how the South African think.
The US will find it very difficult to reduce China influence in South Africa because of its own bad history record.
The US was the one killing many South Africans (SAs) and trading black slaves in the past. The US thought that the SAs had forgotten about this ugly history.
Let's look at how the South African think.
Saturday, December 15, 2018
German IT watchdog has vindicated Huawei.
https://www.channelnewsasia.com/news/asia/-no-evidence--of-huawei-spying--says-german-it-watchdog--11033716
German IT watchdog has vindicated Huawei from any spying accusation in the west especially the US.
This shows that the whole incident was orchestrated by the US to sabotage Huawei and contain China's 5G developments.
Bloomberg accused China of implanting a spy microchip in the US server recently but couldn't produce such a microchip to show to the world. Nobody has yet to see such a microchip insofar.
http://sg-stock.blogspot.com/2018/10/the-us-is-embarking-on-anti-china.html
So who is the troublemaker here? Isn't it obvious?
German IT watchdog has vindicated Huawei from any spying accusation in the west especially the US.
This shows that the whole incident was orchestrated by the US to sabotage Huawei and contain China's 5G developments.
Bloomberg accused China of implanting a spy microchip in the US server recently but couldn't produce such a microchip to show to the world. Nobody has yet to see such a microchip insofar.
http://sg-stock.blogspot.com/2018/10/the-us-is-embarking-on-anti-china.html
So who is the troublemaker here? Isn't it obvious?
Baltic dry index - 1401
Today, Friday, December 14 2018, the Baltic Dry Index climbed by 36 points, reaching 1401 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.
===================
Related stocks: Sembcorp Marine, Cosco & Pan Ocean.
US rig count - 1071
For the second week in a row, the U.S. dropped oil rigs, according to weekly data compiled by Baker Hughes, a GE Company.
After declining by 10 oil rigs last week, the U.S. dropped another four rigs this week, bringing the total oil rig count to 873.
Gas rigs remained flat this week, with no rigs added or cut.
The Eagle Ford and Utica both added a rig apiece this week while several other basins cut rigs.
The Permian, which accounts for more than half of the nation’s oil rigs, cut three rigs this week, as did the Williston. The Arkoma Woodford, Granite Wash, Haynesville, Marcellus and Mississippian all dropped an oil rig apiece this week.
The overall rig count total for this week is 1,071, higher than one year ago when the count was 930.
Earlier this week, the U.S. Energy Information Administration forecasted that U.S. oil producers would pump an average of 12.06 million barrels of oil per day in 2019.
=====================
Related stocks: Keppel Corp, Sembcorp Marine & Cosco
Another perspective of Huawei CFO's arrest.
Huawei CFO, Meng, was supposed to transit at Canada en route to Mexico to meet with Professor Zhang Shoucheng. Prof Zhang was an expert in quantum computing and he was supposed to pass the newly developed 5G quantum computing chip to CFO Meng.
However, CFO Meng was arrested in transit at Canada out of a sudden and Prof Zhang committed suicide thereafter. There could be a foul play in his suicide.
https://www.scmp.com/tech/article/2176729/zhang-shoucheng-stanford-physicist-and-tech-venture-capitalist-dies-after
Coincidentally, a semiconductor equipment manufacturer, ASML, couldn't deliver its semiconductor equipment to China due to a fire at its supplier. This fire will cause a huge delay in delivery for ASML's China customer (maybe it is Huawei).
https://globenewswire.com/news-release/2018/12/03/1660472/0/en/ASML-expects-some-delay-in-deliveries-during-start-of-2019-due-to-fire-at-supplier.html
Simultaneously, CFO Meng's house was broken into during her arrest. This was no ordinary burglary because someone was looking for something specific which was most likely information on Huawei 5G and the newly developed 5G quantum chip. This 5G quantum chip will revolutionize the world and improve China's military power by leaps and bounds.
https://www.ctvnews.ca/canada/police-investigate-break-in-at-huawei-executive-meng-wanzhou-s-vancouver-home-1.4211648
China suspected that FBI was behind this whole episode and the intention was to sabotage China's 5G technology progress.
Huawei has the most advanced and matured 5G technology in this world with the most patents. Furthermore, Huawei 5G has been deployed in some China provinces whereas the US has just announced its 5G bidding.
Therefore, China won't forgive Canada for helping the US and FBI to contain China 5G developments.
However, CFO Meng was arrested in transit at Canada out of a sudden and Prof Zhang committed suicide thereafter. There could be a foul play in his suicide.
https://www.scmp.com/tech/article/2176729/zhang-shoucheng-stanford-physicist-and-tech-venture-capitalist-dies-after
Coincidentally, a semiconductor equipment manufacturer, ASML, couldn't deliver its semiconductor equipment to China due to a fire at its supplier. This fire will cause a huge delay in delivery for ASML's China customer (maybe it is Huawei).
https://globenewswire.com/news-release/2018/12/03/1660472/0/en/ASML-expects-some-delay-in-deliveries-during-start-of-2019-due-to-fire-at-supplier.html
Simultaneously, CFO Meng's house was broken into during her arrest. This was no ordinary burglary because someone was looking for something specific which was most likely information on Huawei 5G and the newly developed 5G quantum chip. This 5G quantum chip will revolutionize the world and improve China's military power by leaps and bounds.
https://www.ctvnews.ca/canada/police-investigate-break-in-at-huawei-executive-meng-wanzhou-s-vancouver-home-1.4211648
China suspected that FBI was behind this whole episode and the intention was to sabotage China's 5G technology progress.
Huawei has the most advanced and matured 5G technology in this world with the most patents. Furthermore, Huawei 5G has been deployed in some China provinces whereas the US has just announced its 5G bidding.
Therefore, China won't forgive Canada for helping the US and FBI to contain China 5G developments.
Friday, December 14, 2018
US stock market will plunge further when Kushner is appointed as COS.
https://www.ndtv.com/world-news/trump-considering-son-in-law-jared-kushner-as-next-chief-of-staff-report-1962432
OMG! This is really bad news for the stock markets!
Nepotism is what Trump wants to put in place in his office.
OMG! This is really bad news for the stock markets!
Nepotism is what Trump wants to put in place in his office.
Triyards - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/09/17 | Amfrasers | Triyards | 0.315 | 0.43 | Buy | PB0.5x FY17 |
01/09/17 | OCBC | Triyards | 0.315 | 0.47 | Buy | PB0.55x FY17 |
01/09/17 | UOB Kay Hian | Triyards | 0.315 | 0.46 | Buy | PB0.46x FY17 |
03/10/17 | UOB Kay Hian | Triyards | 0.395 | 0.27 | Hold | |
03/15/17 | OCBC | Triyards | 0.295 | 0.345 | Hold | PB |
04/10/17 | OCBC | Triyards | 0.25 | 0.33 | Hold | PB0.35x FY17/18 |
07/24/17 | OCBC | Triyards | 0.149 | 0.19 | Hold | PB0.3x FY18 |
Trendlines - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
11/27/17 | NRA | Trendlines | 0.143 | 0.225 | Overweight | RNAV (20% discount) |
06/28/18 | NRA | Trendlines | 0.119 | 0.225 | Overweight |
Top Glove - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
10/19/17 | Aminvestment | Top Glove | 1.98 | 2.05 | Hold | Ringgit target $6.36, up from $6.22 |
06/20/18 | Lim & Tan | Top Glove | 3.88 | 0 | Hold | |
06/22/18 | Kim Eng | Top Glove | 3.81 | 4.4 | Buy | |
07/11/18 | Kim Eng | Top Glove | 3.4 | 4.36 | Hold | Ringgit target $12.90, PER30x FY19 |
Stock calls for 14 December 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
12/14/18 | DMG & Partners | Capitaland | 3.17 | 4 | Buy | |
12/14/18 | DMG & Partners | DBS | 23.92 | 29.8 | Buy | |
12/14/18 | DMG & Partners | Delfi | 1.31 | 1.59 | Buy | |
12/14/18 | OCBC | ESR-Reit | 0.5 | 0.59 | Buy | DDM |
12/14/18 | DMG & Partners | Fu Yu | 0.189 | 0.23 | Buy | |
12/14/18 | DMG & Partners | Genting | 1.01 | 1.23 | Buy | |
12/14/18 | DMG & Partners | HRnetGroup | 0.79 | 1.18 | Buy | |
12/14/18 | CIMB | Jumbo | 0.39 | 0.54 | Add | |
12/14/18 | DBS Vickers | Roxy-Pacific | 0.405 | 0.39 | Hold | RNAV (55% discount) |
12/14/18 | DMG & Partners | Silverlake | 0.415 | 0.65 | Buy | |
12/14/18 | DMG & Partners | Singapore Medical | 0.405 | 0.56 | Buy | |
12/14/18 | DMG & Partners | ST Engineering | 3.47 | 3.97 | Buy | |
12/14/18 | DMG & Partners | UOB | 24.89 | 30.8 | Buy | |
12/14/18 | DMG & Partners | Venture | 14.89 | 19 | Buy |
A successful ICO, Basis, has collapsed!
https://cointelegraph.com/news/us-stablecoin-project-basis-raises-133-mln-from-major-vc-firms
https://sg.finance.yahoo.com/news/bitcoin-slips-crypto-startup-basis-075600099.html
Basis had financial juggernaut investors but still collapsed.
Don't be deceived to participate in any ICO with big names on board.
Please read our posting first.
http://sg-stock.blogspot.com/2018/11/a-financial-analysis-on-initial-coin.html
https://sg.finance.yahoo.com/news/bitcoin-slips-crypto-startup-basis-075600099.html
Basis had financial juggernaut investors but still collapsed.
Don't be deceived to participate in any ICO with big names on board.
Please read our posting first.
http://sg-stock.blogspot.com/2018/11/a-financial-analysis-on-initial-coin.html
Top bitcoin proponent is crying foul!
https://finance.yahoo.com/news/unabashed-bitcoin-bull-thomas-lee-145630108.html
This guy has lost a lot in crypto and is crying foul now because his price target of US$25,000 for 2018 will never be reached in 2018 and beyond.
When a crypto has structural design flaws and bad economics, it won't take off no matter how you try to portray it.
Bitcoin proponents have tried to use the principles of demand and supply to lure investors into buying bitcoins when they don't truly understand the economics. When the prices crash, they know that demand-supply principles cannot work anymore. Thus, these proponents move on to talk up the crypto by giving the false hope that financial institutions will be rushing into the crypto industry in the foreseeable future.
The true facts are people are abandoning cryptos as they get more educated about them and financial institutions also won't get involved in crypto investments except to offer trading platforms to earn the trading commissions. Financial institutions prefer to develop their own private blockchains than to use the public blockchains.
http://sg-stock.blogspot.com/2018/09/the-private-blockchain-will-cannibalize.html
Please read our crypto postings for your own education. Crypto prices have been falling after our postings because our readers get more educated.
http://sg-stock.blogspot.com/2018/11/a-financial-analysis-on-initial-coin.html
This guy has lost a lot in crypto and is crying foul now because his price target of US$25,000 for 2018 will never be reached in 2018 and beyond.
When a crypto has structural design flaws and bad economics, it won't take off no matter how you try to portray it.
Bitcoin proponents have tried to use the principles of demand and supply to lure investors into buying bitcoins when they don't truly understand the economics. When the prices crash, they know that demand-supply principles cannot work anymore. Thus, these proponents move on to talk up the crypto by giving the false hope that financial institutions will be rushing into the crypto industry in the foreseeable future.
The true facts are people are abandoning cryptos as they get more educated about them and financial institutions also won't get involved in crypto investments except to offer trading platforms to earn the trading commissions. Financial institutions prefer to develop their own private blockchains than to use the public blockchains.
http://sg-stock.blogspot.com/2018/09/the-private-blockchain-will-cannibalize.html
Please read our crypto postings for your own education. Crypto prices have been falling after our postings because our readers get more educated.
http://sg-stock.blogspot.com/2018/11/a-financial-analysis-on-initial-coin.html
Thursday, December 13, 2018
Canada got played out by the US.
https://www.channelnewsasia.com/news/business/exclusive--china-makes-first-big-us-soybean-purchase-since-trump-xi-truce-11026362
China has started to order US Soybeans again!
US-China trade tension has de-escalated after the Huawei CFO saga but China-Canada diplomatic relationship and trades have worsened.
Canada has never learnt from the historical bad records of the USA. The US will betray and abandon anyone or any country after achieving its own interest. This is how the Americans are like.
What did Canada gain from this? Nothing but troubles!
China has started to order US Soybeans again!
US-China trade tension has de-escalated after the Huawei CFO saga but China-Canada diplomatic relationship and trades have worsened.
Canada has never learnt from the historical bad records of the USA. The US will betray and abandon anyone or any country after achieving its own interest. This is how the Americans are like.
What did Canada gain from this? Nothing but troubles!
China has succeeded in reducing Singapore bunker sales.
https://www.channelnewsasia.com/news/business/china-s-zhoushan-to-go-after-singapore-marine-hub-s-top-billing-11026980
https://www.spglobal.com/platts/en/market-insights/latest-news/shipping/121318-singapores-nov-bunker-fuel-sales-fall-9-on-year-to-391-mil-mt
China has been trying hard to reduce Singapore bunker sales and it has finally succeeded.
Singapore November bunker sales dropped 9% year on year.
https://www.spglobal.com/platts/en/market-insights/latest-news/shipping/121318-singapores-nov-bunker-fuel-sales-fall-9-on-year-to-391-mil-mt
China has been trying hard to reduce Singapore bunker sales and it has finally succeeded.
Singapore November bunker sales dropped 9% year on year.
China has detained another Canadian!
https://sg.finance.yahoo.com/news/missing-canadians-raise-stakes-china-061754223.html
China is borrowing from the US's book (National Security).
National security is becoming a common theme right now in a lot of countries. The US can impose punitive tariffs and sanctions based on national security. The US also can get another country (Canada) to arrest a transit passenger because of national security issues.
I don't see why China cannot arrest 2 Canadians based on national security too.
Great job, China! At least you've learnt the American way in international politics.
China is borrowing from the US's book (National Security).
National security is becoming a common theme right now in a lot of countries. The US can impose punitive tariffs and sanctions based on national security. The US also can get another country (Canada) to arrest a transit passenger because of national security issues.
I don't see why China cannot arrest 2 Canadians based on national security too.
Great job, China! At least you've learnt the American way in international politics.
Tiong Seng - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
12/06/17 | DBS Vickers | Tiong Seng | 0.39 | 0.45 | Not Rated | PER6.6x FY18 & PB0.6x |
Tianjin Zhongxin - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
04/05/17 | CIMB | Tianjin Zhongxin | 0.975 | 1.3 | Add | DCF FY17 |
08/02/17 | UOB Kay Hian | Tianjin Zhongxin | 1.05 | 1.66 | Buy | PER15.5x FY18 |
09/05/17 | UOB Kay Hian | Tianjin Zhongxin | 1.13 | 1.66 | Buy | PER15.5x FY18 |
10/04/17 | UOB Kay Hian | Tianjin Zhongxin | 1.055 | 1.66 | Buy | PER15.5x FY18 |
11/02/17 | UOB Kay Hian | Tianjin Zhongxin | 1.03 | 1.5 | Buy | PER14.6x FY18 |
01/03/18 | UOB Kay Hian | Tianjin Zhongxin | 0.945 | 1.52 | Buy | PER14.1x FY18 |
04/02/18 | UOB Kay Hian | Tianjin Zhongxin | 0.92 | 1.66 | Buy | PER14.1x FY18 |
04/30/18 | UOB Kay Hian | Tianjin Zhongxin | 1.01 | 1.72 | Buy | PER14.1x FY18 |
05/21/18 | UOB Kay Hian | Tianjin Zhongxin | 1.2 | 1.72 | Buy | PER14.1x FY18 |
06/04/18 | UOB Kay Hian | Tianjin Zhongxin | 1.21 | 1.72 | Buy | |
07/13/18 | UOB Kay Hian | Tianjin Zhongxin | 1.12 | 1.72 | Buy | |
09/14/18 | UOB Kay Hian | Tianjin Zhongxin | 0.915 | 1.59 | Buy | |
10/31/18 | UOB Kay Hian | Tianjin Zhongxin | 0.895 | 1.59 | Buy | PER14.1x FY18 |
Thai Beverage - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/04/17 | CIMB | Thai Beverage | 0.855 | 1.07 | Add | Sum of parts, PER19.6x CY17 |
01/10/17 | OCBC | Thai Beverage | 0.845 | 1.01 | Buy | |
01/10/17 | JP Morgan | Thai Beverage | 0.845 | 1.06 | Overweight | |
02/02/17 | OCBC | Thai Beverage | 0.87 | 1.01 | Buy | |
02/15/17 | CIMB | Thai Beverage | 0.88 | 1.07 | Add | Sum of parts |
02/16/17 | DBS Vickers | Thai Beverage | 0.94 | 1.01 | Buy | |
03/06/17 | OCBC | Thai Beverage | 0.935 | 1.01 | Buy | |
03/23/17 | CIMB | Thai Beverage | 0.925 | 1.07 | Add | Sum of parts |
03/31/17 | UOB Kay Hian | Thai Beverage | 0.935 | 1.09 | Buy | Sum of parts |
03/31/17 | JP Morgan | Thai Beverage | 0.935 | 1.1 | Overweight | |
04/10/17 | DBS Vickers | Thai Beverage | 0.94 | 1.09 | Buy | Sum of parts |
04/10/17 | DMG & Partners | Thai Beverage | 0.94 | 1.1 | Buy | Sum of parts |
05/08/17 | CIMB | Thai Beverage | 0.91 | 1.07 | Add | Sum of parts |
05/12/17 | DBS Vickers | Thai Beverage | 0.915 | 1.09 | Buy | Sum of parts |
05/12/17 | OCBC | Thai Beverage | 0.915 | 1.01 | Buy | |
05/15/17 | DMG & Partners | Thai Beverage | 0.885 | 1.1 | Buy | Sum of parts |
05/15/17 | UOB Kay Hian | Thai Beverage | 0.885 | 1.09 | Buy | Sum of parts |
05/15/17 | JP Morgan | Thai Beverage | 0.885 | 1 | Overweight | |
06/13/17 | OCBC | Thai Beverage | 0.88 | 1.01 | Buy | |
06/14/17 | UOB Kay Hian | Thai Beverage | 0.885 | 1.09 | Buy | |
06/16/17 | DBS Vickers | Thai Beverage | 0.895 | 1.09 | Buy | |
06/29/17 | DBS Vickers | Thai Beverage | 0.89 | 1.07 | Buy | Sum of parts |
07/03/17 | DMG & Partners | Thai Beverage | 0.9 | 1.1 | Buy | Sum of parts, PER26x FY17 |
07/07/17 | CIMB | Thai Beverage | 0.91 | 1.07 | Add | Sum of parts |
07/10/17 | Phillip | Thai Beverage | 0.91 | 1.05 | Accumulate | Sum of parts |
07/11/17 | UOB Kay Hian | Thai Beverage | 0.915 | 1.09 | Buy | Sum of parts |
07/25/17 | DBS Vickers | Thai Beverage | 0.93 | 1.07 | Buy | Sum of parts |
08/08/17 | UOB Kay Hian | Thai Beverage | 0.96 | 1.09 | Buy | Sum of parts |
08/08/17 | JP Morgan | Thai Beverage | 0.96 | 1.1 | Overweight | |
08/10/17 | CIMB | Thai Beverage | 0.955 | 1.07 | Add | Sum of parts |
08/10/17 | DMG & Partners | Thai Beverage | 0.955 | 1.1 | Buy | Sum of parts |
08/10/17 | OCBC | Thai Beverage | 0.955 | 1.01 | Buy | |
08/11/17 | DBS Vickers | Thai Beverage | 0.945 | 1.07 | Buy | |
08/14/17 | Phillip | Thai Beverage | 0.93 | 1.05 | Accumulate | Sum of parts |
08/14/17 | UOB Kay Hian | Thai Beverage | 0.93 | 1.09 | Buy | Sum of parts |
09/05/17 | UOB Kay Hian | Thai Beverage | 0.925 | 1.09 | Buy | Sum of parts |
09/18/17 | OCBC | Thai Beverage | 0.92 | 1.01 | Buy | |
09/18/17 | Credit Suisse | Thai Beverage | 0.92 | 1.04 | Outperform | |
09/19/17 | DBS Vickers | Thai Beverage | 0.915 | 1.07 | Buy | |
09/20/17 | DMG & Partners | Thai Beverage | 0.91 | 1.1 | Buy | Sum of parts |
10/04/17 | UOB Kay Hian | Thai Beverage | 0.9 | 1.09 | Buy | Sum of parts |
10/13/17 | DBS Vickers | Thai Beverage | 0.945 | 1.07 | Buy | |
10/16/17 | DMG & Partners | Thai Beverage | 0.94 | 1.12 | Buy | Sum of parts |
11/02/17 | UOB Kay Hian | Thai Beverage | 0.98 | 1.09 | Buy | Sum of parts |
11/24/17 | DBS Vickers | Thai Beverage | 0.94 | 1.07 | Buy | |
11/27/17 | CIMB | Thai Beverage | 0.97 | 1.15 | Add | Sum of parts, PER24.8x FY18 |
11/27/17 | Phillip | Thai Beverage | 0.97 | 1.18 | Buy | Sum of parts, PER24.2x FY18 |
11/27/17 | UOB Kay Hian | Thai Beverage | 0.97 | 1.11 | Buy | Sum of parts |
11/27/17 | OCBC | Thai Beverage | 0.97 | 1.07 | Buy | Sum of parts |
11/27/17 | CIMB | Thai Beverage | 0.97 | 1.15 | Add | |
12/04/17 | Phillip | Thai Beverage | 0.96 | 1.18 | Buy | |
12/06/17 | UOB Kay Hian | Thai Beverage | 0.955 | 1.11 | Buy | Sum of parts |
12/13/17 | Phillip | Thai Beverage | 0.955 | 1.18 | Buy | Sum of parts |
12/13/17 | CIMB | Thai Beverage | 0.955 | 1.15 | Add | Sum of parts |
12/19/17 | DBS Vickers | Thai Beverage | 0.97 | 1.07 | Buy | Sum of parts |
12/20/17 | CIMB | Thai Beverage | 0.95 | 1 | Hold | Sum of parts, PER22.6x CY18 |
12/20/17 | JP Morgan | Thai Beverage | 0.95 | 0.84 | Underweight | |
01/04/18 | UOB Kay Hian | Thai Beverage | 0.915 | 1.11 | Buy | Sum of parts |
01/11/18 | OCBC | Thai Beverage | 0.93 | 1.07 | Buy | |
01/23/18 | Nomura | Thai Beverage | 0.92 | 1.13 | Buy | |
01/23/18 | DBS Vickers | Thai Beverage | 0.92 | 1.07 | Buy | |
01/23/18 | CIMB | Thai Beverage | 0.92 | 1 | Hold | |
02/01/18 | UOB Kay Hian | Thai Beverage | 0.92 | 1.06 | Buy | Sum of parts |
02/15/18 | UOB Kay Hian | Thai Beverage | 0.91 | 0.99 | Hold | Sum of parts, Buy @ $0.84 |
02/15/18 | CIMB | Thai Beverage | 0.91 | 0.98 | Hold | Sum of parts, PER21.8x CY18 |
02/19/18 | DBS Vickers | Thai Beverage | 0.85 | 1.02 | Buy | Sum of parts |
02/22/18 | Phillip | Thai Beverage | 0.835 | 1.05 | Buy | Sum of parts |
03/05/18 | OCBC | Thai Beverage | 0.825 | 0.95 | Buy | |
03/19/18 | Phillip | Thai Beverage | 0.815 | 1.05 | Buy | |
03/26/18 | DBS Vickers | Thai Beverage | 0.805 | 1.02 | Buy | |
04/16/18 | Phillip | Thai Beverage | 0.8 | 1.05 | Buy | |
05/10/18 | DMG & Partners | Thai Beverage | 0.83 | 1.06 | Buy | Sum of parts |
05/16/18 | DBS Vickers | Thai Beverage | 0.8 | 1.02 | Buy | |
05/17/18 | Phillip | Thai Beverage | 0.795 | 1.05 | Buy | Sum of parts |
05/17/18 | CIMB | Thai Beverage | 0.795 | 0.98 | Add | Sum of parts |
05/17/18 | OCBC | Thai Beverage | 0.795 | 0.95 | Buy | |
06/11/18 | CIMB | Thai Beverage | 0.77 | 0.98 | Add | |
06/22/18 | DMG & Partners | Thai Beverage | 0.77 | 1.06 | Buy | |
06/22/18 | JP Morgan | Thai Beverage | 0.77 | 0.73 | Underweight | |
07/03/18 | UOB Kay Hian | Thai Beverage | 0.7 | 0.99 | Buy | |
07/12/18 | DMG & Partners | Thai Beverage | 0.725 | 1.02 | Buy | Sum of parts |
07/25/18 | DBS Vickers | Thai Beverage | 0.74 | 0.94 | Buy | Sum of parts |
08/15/18 | DBS Vickers | Thai Beverage | 0.7 | 0.94 | Buy | Sum of parts |
08/15/18 | JP Morgan | Thai Beverage | 0.7 | 0.64 | Underweight | |
08/16/18 | CIMB | Thai Beverage | 0.68 | 0.88 | Add | Sum of parts |
08/16/18 | DMG & Partners | Thai Beverage | 0.68 | 0.88 | Buy | Sum of parts |
08/16/18 | OCBC | Thai Beverage | 0.68 | 0.89 | Buy | |
08/20/18 | Phillip | Thai Beverage | 0.645 | 0.62 | Reduce | Sum of parts |
09/04/18 | Goldman Sachs | Thai Beverage | 0.645 | 0.74 | Buy | Cut from $0.94 |
09/04/18 | JP Morgan | Thai Beverage | 0.645 | 0.64 | Underweight | |
09/14/18 | CIMB | Thai Beverage | 0.62 | 0.88 | Add | |
09/18/18 | Amfrasers | Thai Beverage | 0.65 | 0.75 | Buy | Sum of parts |
09/20/18 | DBS Vickers | Thai Beverage | 0.65 | 0.94 | Buy | |
09/21/18 | DMG & Partners | Thai Beverage | 0.67 | 0.88 | Buy | |
10/02/18 | Amfrasers | Thai Beverage | 0.665 | 0.75 | Buy | Sum of parts |
10/04/18 | UOB Kay Hian | Thai Beverage | 0.71 | 0.84 | Buy | Sum of parts |
10/26/18 | Exotix Capital | Thai Beverage | 0.63 | 0.9 | Buy | |
11/02/18 | UOB Kay Hian | Thai Beverage | 0.635 | 0.84 | Buy | |
11/05/18 | DBS Vickers | Thai Beverage | 0.655 | 0.94 | Buy | |
11/13/18 | Amfrasers | Thai Beverage | 0.65 | 0.75 | Buy | Sum of parts |
11/27/18 | CIMB | Thai Beverage | 0.67 | 0.88 | Add | Sum of parts |
11/27/18 | DBS Vickers | Thai Beverage | 0.67 | 0.87 | Buy | Sum of parts |
11/27/18 | OCBC | Thai Beverage | 0.67 | 0.85 | Buy | |
11/28/18 | Phillip | Thai Beverage | 0.63 | 0.57 | Reduce | Sum of parts |
11/28/18 | UOB Kay Hian | Thai Beverage | 0.63 | 0.8 | Buy | Sum of parts |
11/28/18 | DMG & Partners | Thai Beverage | 0.63 | 0.75 | Buy | Sum of parts |
11/28/18 | CIMB | Thai Beverage | 0.63 | 0.73 | Add | Sum of parts, PER17x |
12/05/18 | Amfrasers | Thai Beverage | 0.625 | 0.75 | Buy | Sum of parts |
Stock calls for 13 December 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
12/13/18 | OCBC | First Reit | 1.04 | 1.05 | Buy | |
12/13/18 | UOB Kay Hian | Sembcorp Industries | 2.61 | 3.41 | Buy |
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