Date | Analyst | Company | Last | Target | Call | Valuation |
03/06/18 | CIMB | Powermatic | 1.39 | 2.58 | Add | Sum of parts, PER12.8x FY19 |
Thursday, March 14, 2019
Powermatic - Stock calls
Perennial Reit - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/04/18 | DBS Vickers | Perennial Reit | 0.88 | 1.05 | Buy | |
02/09/18 | CIMB | Perennial Reit | 0.835 | 1.12 | Add | |
02/12/18 | DBS Vickers | Perennial Reit | 0.835 | 1.05 | Buy | RNAV (50% discount) |
03/13/18 | CIMB | Perennial Reit | 0.855 | 1.18 | Add | RNAV (40% discount) |
03/14/18 | DBS Vickers | Perennial Reit | 0.875 | 1.05 | Buy | |
04/06/18 | DBS Vickers | Perennial Reit | 0.855 | 1.05 | Buy | |
05/10/18 | CIMB | Perennial Reit | 0.86 | 1.18 | Add | RNAV (40% discount) |
08/06/18 | DBS Vickers | Perennial Reit | 0.805 | 1.05 | Buy | RNAV (50% discount) |
08/07/18 | CIMB | Perennial Reit | 0.805 | 0.99 | Add | RNAV (50% discount) |
11/09/18 | DBS Vickers | Perennial Reit | 0.685 | 0.83 | Buy | RNAV (55% discount) |
02/14/19 | DBS Vickers | Perennial Reit | 0.645 | 0.83 | Buy | RNAV (55% discount) |
Stock calls for 14 March 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
03/14/19 | DMG & Partners | Capitamall Trust | 2.39 | 2.2 | Neutral | DDM |
03/14/19 | DBS Vickers | Frasers Centrepoint Trust | 2.26 | 2.6 | Buy | |
03/14/19 | CIMB | Japfa | 0.715 | 0.63 | Reduce | Sum of parts |
03/14/19 | UOB Kay Hian | Jumbo | 0.405 | 0.41 | Hold | Buy @ $0.37 |
03/14/19 | DBS Vickers | SGX | 7.26 | 7.05 | Hold | DDM, PER20x CY20 |
03/14/19 | UOB Kay Hian | Thai Beverage | 0.805 | 0.86 | Hold | Sum of parts, Buy @ $0.78 |
03/14/19 | Amfrasers | Uni-Asia | 1.2 | 2.07 | Buy |
Wednesday, March 13, 2019
Parkway Life - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/29/18 | CIMB | Parkway Life | 2.97 | 3.07 | Hold | DDM |
01/29/18 | Lim & Tan | Parkway Life | 2.97 | 0 | Hold | |
01/29/18 | DBS Vickers | Parkway Life | 2.97 | 3.15 | Buy | |
05/02/18 | CIMB | Parkway Life | 2.79 | 3.07 | Hold | DDM |
05/02/18 | UOB Kay Hian | Parkway Life | 2.79 | 3.32 | Buy | DDM |
05/04/18 | Lim & Tan | Parkway Life | 2.78 | 0 | Buy | |
06/20/18 | DBS Vickers | Parkway Life | 2.58 | 3.15 | Buy | |
07/26/18 | Lim & Tan | Parkway Life | 2.78 | 0 | Buy | |
07/27/18 | CIMB | Parkway Life | 2.75 | 3.05 | Hold | DDM |
07/27/18 | DBS Vickers | Parkway Life | 2.75 | 3.15 | Buy | DCF |
10/25/18 | UOB Kay Hian | Parkway Life | 2.67 | 3.15 | Buy | DDM |
10/26/18 | DBS Vickers | Parkway Life | 2.63 | 3.1 | Buy | DCF |
10/26/18 | CIMB | Parkway Life | 2.63 | 3.05 | Hold | |
01/30/19 | DBS Vickers | Parkway Life | 2.8 | 3.1 | Buy |
Pacific Radiance - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/12/18 | CIMB | Pacific Radiance | 0.108 | 0.07 | Reduce |
Pacific Century - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/04/19 | Lim & Tan | Pacific Century | 0.385 | 0 | Buy |
Stock calls for 13 March 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
03/13/19 | DMG & Partners | CDL Hospitality | 1.63 | 1.8 | Buy | |
03/13/19 | CIMB | CEI | 0.945 | 0.97 | Hold | PER10x FY20 |
03/13/19 | DMG & Partners | DBS | 25.3 | 28.8 | Buy | GGM, PB1.5x FY19 |
03/13/19 | DMG & Partners | ESR-Reit | 0.53 | 0.61 | Buy | |
03/13/19 | DMG & Partners | Fu Yu | 0.205 | 0.24 | Buy | |
03/13/19 | DMG & Partners | Genting | 1.02 | 1.22 | Buy | |
03/13/19 | Lim & Tan | Hi-P | 1.75 | 0 | Avoid | overvalued |
03/13/19 | DMG & Partners | HRnetGroup | 0.79 | 1.06 | Buy | |
03/13/19 | DMG & Partners | Manulife US Reit | 0.85 | 0.94 | Buy | |
03/13/19 | UOB Kay Hian | Sembcorp Industries | 2.57 | 2.8 | Hold | Buy @ $2.35 |
03/13/19 | DMG & Partners | Sheng Siong | 1.08 | 1.25 | Buy | |
03/13/19 | DMG & Partners | Silverlake | 0.555 | 0.65 | Buy | |
03/13/19 | DMG & Partners | ST Engineering | 3.74 | 4.1 | Buy | |
03/13/19 | DMG & Partners | Starhill | 0.7 | 0.8 | Buy | |
03/13/19 | DMG & Partners | UOB | 25.04 | 29.8 | Buy | |
03/13/19 | DMG & Partners | Wilmar | 3.24 | 3.63 | Buy |
Tuesday, March 12, 2019
SGX's dream to be a derivatives exchange is being shattered by HKEX.
https://sg.finance.yahoo.com/news/singapore-exchange-faces-threat-hkex-china-share-move-063117446.html
SGX is no longer a securities exchange favoured by IPO aspirants. Therefore, it seeks to boost its derivatives business to replace its securities market. However, this strategy is being shattered by HKEX now.
https://sg-stock.blogspot.com/2019/02/death-knell-is-bellowing-for-sgx-as.html
SGX is no longer a securities exchange favoured by IPO aspirants. Therefore, it seeks to boost its derivatives business to replace its securities market. However, this strategy is being shattered by HKEX now.
https://sg-stock.blogspot.com/2019/02/death-knell-is-bellowing-for-sgx-as.html
PACC Offshore - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/23/18 | DBS Vickers | PACC Offshore | 0.43 | 0.51 | Buy | PB1x |
02/13/18 | DBS Vickers | PACC Offshore | 0.37 | 0.51 | Buy | |
02/22/18 | DBS Vickers | PACC Offshore | 0.39 | 0.48 | Buy | PB1.4x |
04/04/18 | DBS Vickers | PACC Offshore | 0.35 | 0.32 | Hold | PB1x |
05/10/18 | DBS Vickers | PACC Offshore | 0.345 | 0.32 | Hold | PB1x FY18 |
08/10/18 | DBS Vickers | PACC Offshore | 0.305 | 0.32 | Hold | PB1x FY18 |
11/05/18 | DBS Vickers | PACC Offshore | 0.24 | 0.25 | Hold | PB0.8x FY19 |
02/26/19 | DBS Vickers | PACC Offshore | 0.183 | 0.2 | Hold | PB0.8x FY19 |
Oxley - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/14/18 | UOB Kay Hian | Oxley | 0.56 | 0.74 | Buy | |
04/04/18 | Soochow SSD | Oxley | 0.495 | 0.63 | Buy | RNAV (20% discount) |
04/24/18 | DBS Vickers | Oxley | 0.485 | 0.68 | Not Rated | RNAV (35% discount) |
06/04/18 | Kim Eng | Oxley | 0.46 | 0.56 | Buy | RNAV (20% discount) |
07/09/18 | Kim Eng | Oxley | 0.345 | 0.34 | Hold | |
07/12/18 | Tayona | Oxley | 0.36 | 0.435 | Overweight | |
08/27/18 | Kim Eng | Oxley | 0.35 | 0.36 | Hold | |
09/06/18 | Kim Eng | Oxley | 0.345 | 0.36 | Hold | |
12/07/18 | UOB Kay Hian | Oxley | 0.295 | 0.64 | Buy |
OUE Lippo HC - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/11/19 | Soochow SSD | OUE Lippo HC | 0.066 | 0.088 | Buy | Sum of parts |
Stock calls for 12 March 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
03/12/19 | Tayona | CNMC | 0.21 | 0.31 | Overweight | |
03/12/19 | UOB Kay Hian | First Resources | 1.69 | 1.85 | Hold | Buy @ $1.65 |
03/12/19 | Amfrasers | Frencken | 0.51 | 0.67 | Buy | PER10x FY19 |
03/12/19 | Lim & Tan | Keppel Corp | 6.1 | 0 | Hold | |
03/12/19 | OCBC | Keppel DC Reit | 1.44 | 1.6 | Buy | |
03/12/19 | Citibank | SGX | 7.46 | 7 | Sell | |
03/12/19 | CIMB | Singtel | 2.93 | 3.4 | Add | Sum of parts |
03/12/19 | CIMB | Wilmar | 3.2 | 3.96 | Add | Sum of parts |
03/12/19 | DBS Vickers | Wilmar | 3.2 | 3.6 | Buy |
Failed bike sharing business again!
https://www.asiaone.com/singapore/end-life-cycle-mobike-calls-it-quits-singapore
This is a flawed business concept and we've stated this many times. I'm sick of explaining this again.
Please read our previous posts below.
https://sg-stock.blogspot.com/2018/07/ofo-bike-sharing-has-failed-in-usa.html
This is a flawed business concept and we've stated this many times. I'm sick of explaining this again.
Please read our previous posts below.
https://sg-stock.blogspot.com/2018/07/ofo-bike-sharing-has-failed-in-usa.html
SIA had no safety concern for its passengers.
https://www.channelnewsasia.com/news/singapore/singapore-grounds-boeing-737-max-aircraft-caas-silkair-11334980
It was sad to see that our national carrier (SIA-Silkair) had no safety concern for its passengers until our CAAS took action to ban Boeing 737-Max.
https://www.channelnewsasia.com/news/singapore/silkair-sia-boeing-737-max-aircraft-operation-ethiopia-airlines-11330734
Kudos to CAAS and Shame on SIA!
It was sad to see that our national carrier (SIA-Silkair) had no safety concern for its passengers until our CAAS took action to ban Boeing 737-Max.
https://www.channelnewsasia.com/news/singapore/silkair-sia-boeing-737-max-aircraft-operation-ethiopia-airlines-11330734
Kudos to CAAS and Shame on SIA!
SMRT has MRT door safety issue!
https://sg.news.yahoo.com/smrt-station-manager-suspended-train-moves-off-door-open-033702093.html
Look like the door issue is a common safety problem for MRT. Even the new MRT has this door safety issue.
We had highlighted this before.
http://sg-stock.blogspot.com/2019/02/smrt-safety-is-in-doubt-again.html
Look like the door issue is a common safety problem for MRT. Even the new MRT has this door safety issue.
We had highlighted this before.
http://sg-stock.blogspot.com/2019/02/smrt-safety-is-in-doubt-again.html
Monday, March 11, 2019
Singapore is heading towards a political collision course with Malaysia in the future.
https://www.cnbc.com/2019/03/11/malaysias-mahathir-says-he-will-side-with-china-over-us-scmp.html
Malaysia has chosen to side with China when the inevitable occurrence comes. What about Singapore? Whose side will we be on?
SG is very likely to side the USA in our view. Why?
This is because most of our military weapons are US-based including our fighter jets. Our F15, F16 and F35 won't have the spare parts to fly if we side with China. Our missiles defense systems also cannot work when we are not in the same camp as the US since we are using GPS and not Beidou.
Without our military defense, we will be very vulnerable and Malaysia can just walk over us. If our government doesn't diversify our military defense, we will be locked down forever by the USA.
However, we will be at war with Malaysia when we are not in the same camp as Malaysia.
It is time to purchase Russian and Chinese military defense systems.
Malaysia has chosen to side with China when the inevitable occurrence comes. What about Singapore? Whose side will we be on?
SG is very likely to side the USA in our view. Why?
This is because most of our military weapons are US-based including our fighter jets. Our F15, F16 and F35 won't have the spare parts to fly if we side with China. Our missiles defense systems also cannot work when we are not in the same camp as the US since we are using GPS and not Beidou.
Without our military defense, we will be very vulnerable and Malaysia can just walk over us. If our government doesn't diversify our military defense, we will be locked down forever by the USA.
However, we will be at war with Malaysia when we are not in the same camp as Malaysia.
It is time to purchase Russian and Chinese military defense systems.
OUE Hospitality - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/03/18 | DMG & Partners | OUE Hospitality | 0.855 | 0.91 | Buy | DDM |
01/04/18 | Deutsche | OUE Hospitality | 0.87 | 0.65 | Sell | |
01/04/18 | CIMB | OUE Hospitality | 0.87 | 0.89 | Add | DDM |
01/05/18 | OCBC | OUE Hospitality | 0.875 | 0.83 | Hold | |
01/31/18 | DBS Vickers | OUE Hospitality | 0.885 | 0.93 | Buy | DCF |
01/31/18 | Lim & Tan | OUE Hospitality | 0.885 | 0 | Hold | |
02/20/18 | DMG & Partners | OUE Hospitality | 0.845 | 0.95 | Buy | |
04/04/18 | DMG & Partners | OUE Hospitality | 0.795 | 0.95 | Buy | |
04/10/18 | CIMB | OUE Hospitality | 0.825 | 0.92 | Add | |
04/17/18 | DBS Vickers | OUE Hospitality | 0.815 | 0.93 | Buy | |
05/03/18 | CIMB | OUE Hospitality | 0.82 | 0.92 | Add | DDM |
05/03/18 | DMG & Partners | OUE Hospitality | 0.82 | 0.95 | Buy | DDM |
05/03/18 | OCBC | OUE Hospitality | 0.82 | 0.84 | Hold | Buy @ $0.78 or lower |
07/06/18 | DBS Vickers | OUE Hospitality | 0.765 | 0.93 | Buy | |
07/30/18 | CIMB | OUE Hospitality | 0.825 | 0.89 | Add | DDM |
07/30/18 | DBS Vickers | OUE Hospitality | 0.825 | 0.9 | Buy | DCF |
07/31/18 | OCBC | OUE Hospitality | 0.805 | 0.79 | Hold | |
09/20/18 | OCBC | OUE Hospitality | 0.69 | 0.79 | Buy | |
09/25/18 | Deutsche | OUE Hospitality | 0.715 | 0.65 | Sell | |
10/04/18 | CIMB | OUE Hospitality | 0.72 | 0.85 | Add | |
10/10/18 | OCBC | OUE Hospitality | 0.695 | 0.79 | Buy | |
10/16/18 | DMG & Partners | OUE Hospitality | 0.69 | 0.8 | Buy | DDM |
11/08/18 | CIMB | OUE Hospitality | 0.685 | 0.82 | Add | DDM |
11/08/18 | DMG & Partners | OUE Hospitality | 0.685 | 0.8 | Buy | |
11/08/18 | DBS Vickers | OUE Hospitality | 0.685 | 0.85 | Buy | DCF |
11/09/18 | OCBC | OUE Hospitality | 0.69 | 0.79 | Buy | |
11/19/18 | DMG & Partners | OUE Hospitality | 665 | 0.77 | Buy | |
12/06/18 | DMG & Partners | OUE Hospitality | 0.68 | 0.77 | Buy | |
01/02/19 | CIMB | OUE Hospitality | 0.67 | 0.85 | Add | DDM |
01/16/19 | OCBC | OUE Hospitality | 0.685 | 0.79 | Buy | |
01/30/19 | DBS Vickers | OUE Hospitality | 0.695 | 0.85 | Buy | DCF |
01/31/19 | OCBC | OUE Hospitality | 0.725 | 0.82 | Buy |
OUE Commercial - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/09/18 | OCBC | OUE Commercial | 0.75 | 0.67 | Hold | |
02/01/18 | CIMB | OUE Commercial | 0.75 | 0.75 | Hold | DDM |
02/01/18 | OCBC | OUE Commercial | 0.75 | 0.69 | Hold | |
02/05/18 | DBS Vickers | OUE Commercial | 0.755 | 0.73 | Hold | DCF |
03/19/18 | DBS Vickers | OUE Commercial | 0.715 | 0.73 | Hold | |
03/23/18 | CIMB | OUE Commercial | 0.72 | 0.75 | Hold | DDM |
05/11/18 | OCBC | OUE Commercial | 0.72 | 0.68 | Hold | |
08/02/18 | DBS Vickers | OUE Commercial | 0.695 | 0.73 | Hold | |
08/03/18 | CIMB | OUE Commercial | 0.69 | 0.75 | Hold | DDM |
08/03/18 | DBS Vickers | OUE Commercial | 0.69 | 0.67 | Hold | DCF |
09/12/18 | CIMB | OUE Commercial | 0.66 | 0.6 | Hold | DDM |
09/12/18 | DBS Vickers | OUE Commercial | 0.66 | 0.67 | Hold | |
11/09/18 | OCBC | OUE Commercial | 0.475 | 0.48 | Hold | |
11/12/18 | DBS Vickers | OUE Commercial | 0.465 | 0.47 | Hold | DCF |
11/12/18 | CIMB | OUE Commercial | 0.465 | 0.57 | Hold | DDM |
01/31/19 | OCBC | OUE Commercial | 0.49 | 0.5 | Hold | |
01/31/19 | DBS Vickers | OUE Commercial | 0.49 | 0.6 | Buy | DCF |
02/04/19 | CIMB | OUE Commercial | 0.515 | 0.57 | Hold | |
02/08/19 | DBS Vickers | OUE Commercial | 0.51 | 0.6 | Buy |
OUE - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/26/18 | OCBC | OUE | 1.93 | 2.28 | Buy | |
05/14/18 | OCBC | OUE | 1.81 | 2.25 | Buy | |
09/06/18 | OCBC | OUE | 1.57 | 2.25 | Buy | |
09/25/18 | Deutsche | OUE | 1.54 | 3 | Buy | |
11/13/18 | OCBC | OUE | 1.37 | 2.25 | Buy | |
11/19/18 | Deutsche | OUE | 1.41 | 3 | Buy | |
02/28/19 | OCBC | OUE | 1.66 | 2.32 | Buy |
Stock calls for 11 March 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
03/11/19 | phillip | Banyan Tree | 0.57 | 0.76 | Accumulate | Sum of parts, PB0.72x FY19 |
03/11/19 | CIMB | DBS | 25.06 | 29 | Add | |
03/11/19 | DBS Vickers | Ezion | 0.043 | 0.05 | Hold | PER10x F20 |
03/11/19 | CIMB | OCBC | 11.05 | 12 | Hold | |
03/11/19 | Soochow SSD | OUE Lippo HC | 0.066 | 0.088 | Buy | Sum of parts |
03/11/19 | OCBC | Singtel | 2.94 | 3.79 | Buy | |
03/11/19 | DMG & Partners | Singtel | 2.94 | 3.09 | Neutral | Sum of parts |
03/11/19 | Lim & Tan | Singtel | 2.94 | 0 | Hold | |
03/11/19 | Kim Eng | Top Glove | 1.5 | 1.53 | Hold | Ringgit target $4.60, PER24x CY20 |
03/11/19 | DMG & Partners | UG Healthcare | 0.205 | 0.32 | Buy | PER10x FY20 |
03/11/19 | CIMB | UOB | 24.91 | 29 | Add |
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