| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/15/19 | Amfrasers | Accordia Golf Trust | 0.55 | 0.61 | Hold | |
| 02/19/19 | Amfrasers | Accordia Golf Trust | 0.565 | 0.61 | Buy | |
| 04/04/19 | Amfrasers | Accordia Golf Trust | 0.59 | 0.72 | Buy | |
| 05/31/19 | Amfrasers | Accordia Golf Trust | 0.585 | 0.7 | Buy |
Wednesday, July 10, 2019
Accordia Golf Trust - Stock calls
A-Reit - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/02/19 | DMG & Partners | A-Reit | 2.57 | 2.9 | Buy | |
| 01/04/19 | Phillip | A-Reit | 2.57 | 2.78 | Accumulate | |
| 01/17/19 | Kim Eng | A-Reit | 2.74 | 2.95 | Buy | DDM |
| 01/22/19 | UOB Kay Hian | A-Reit | 2.71 | 3.01 | Buy | |
| 01/31/19 | Phillip | A-Reit | 2.72 | 2.88 | Accumulate | DDM, PB1.34x FY19 |
| 01/31/19 | CIMB | A-Reit | 2.72 | 2.83 | Add | DDM |
| 01/31/19 | OCBC | A-Reit | 2.72 | 2.64 | Hold | |
| 01/31/19 | DBS Vickers | A-Reit | 2.72 | 2.95 | Buy | |
| 02/15/19 | Phillip | A-Reit | 2.75 | 2.88 | Accumulate | |
| 02/28/19 | Kim Eng | A-Reit | 2.81 | 2.95 | Buy | |
| 03/07/19 | DMG & Partners | A-Reit | 2.83 | 2.9 | Neutral | DDM |
| 03/07/19 | CIMB | A-Reit | 2.83 | 2.83 | Add | |
| 04/04/19 | Kim Eng | A-Reit | 2.93 | 3.1 | Buy | |
| 04/30/19 | Kim Eng | A-Reit | 3.01 | 3.2 | Buy | DDM |
| 04/30/19 | OCBC | A-Reit | 3.01 | 2.74 | Hold | |
| 04/30/19 | DMG & Partners | A-Reit | 3.01 | 2.9 | Neutral | DDM |
| 05/02/19 | Phillip | A-Reit | 3 | 2.88 | Neutral | DDM |
| 05/02/19 | CIMB | A-Reit | 3 | 2.87 | Hold | DDM |
| 05/02/19 | DBS Vickers | A-Reit | 3 | 3.2 | Buy | DCF |
| 06/19/19 | Phillip | A-Reit | 2.98 | 2.88 | Neutral | |
| 06/25/19 | Kim Eng | A-Reit | 3.01 | 3.2 | Buy | |
| 06/27/19 | DBS Vickers | A-Reit | 3.05 | 3.21 | Buy | |
| 07/03/19 | Kim Eng | A-Reit | 3.13 | 3.3 | Buy | DDM |
| 07/04/19 | DMG & Partners | A-Reit | 3.15 | 2.9 | Neutral |
800Super - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 02/13/19 | Phillip | 800Super | 0.685 | 0 | Cease Coverage | DCF |
| 06/10/19 | Novus | 800Super | 0.89 | 0.9 | Accept offer | offer $0.90 |
Stock calls for 10 July 2019
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 07/10/19 | DMG & Partners | China Aviation Oil | 1.3 | 1.6 | Buy | |
| 07/10/19 | Kim Eng | Comfortdelgro | 2.84 | 2.76 | Hold | DCF |
| 07/10/19 | UOB Kay Hian | Comfortdelgro | 2.84 | 3.08 | Buy | |
| 07/10/19 | CIMB | Keppel DC Reit | 1.67 | 1.54 | Add | |
| 07/10/19 | CIMB | Mapletree Commercial | 2.05 | 2.03 | Add | |
| 07/10/19 | UOB Kay Hian | Suntec Reit | 1.95 | 2 | Hold | DDM, Buy @ $1.82 |
Tuesday, July 9, 2019
Yongnam - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/04/19 | CIMB | Yongnam | 0.183 | 0.4 | Add | PB0.8x FY19 |
| 01/07/19 | CIMB | Yongnam | 0.183 | 0.41 | Add | PB0.8x FY19 |
| 03/01/19 | CIMB | Yongnam | 0.173 | 0.33 | Add | PB0.7x FY19 |
| 04/05/19 | CIMB | Yongnam | 0.186 | 0.33 | Add | PB0.7x FY19 |
| 05/17/19 | CIMB | Yongnam | 0.169 | 0.33 | Add | PB0.7x FY19 |
Yoma - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 02/12/19 | DBS Vickers | Yoma | 0.345 | 0.4 | Buy | |
| 04/11/19 | DMG & Partners | Yoma | 0.32 | 0.57 | Add | Sum of parts (20% discount) |
| 06/03/19 | DBS Vickers | Yoma | 0.33 | 0.4 | Buy | RNAV (60% discount) |
Yanlord - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 03/01/19 | OCBC | Yanlord | 1.39 | 1.75 | Buy | PER5x |
| 04/12/19 | OCBC | Yanlord | 1.47 | 1.75 | Buy | PER5x FY19 |
| 05/16/19 | OCBC | Yanlord | 1.44 | 1.68 | Buy | PER5x FY19/20 |
| 05/17/19 | DBS Vickers | Yanlord | 1.44 | 1.47 | Hold | PER6x FY19/20 |
Stock calls for 9 July 2019
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 07/09/19 | DMG & Partners | Fu Yu | 0.215 | 0.24 | Buy | DCF |
| 07/09/19 | phillip | HMI | 0.720 | 0.73 | Accept offer | offer at $0.73 |
| 07/09/19 | UOB Kay Hian | Wilmar | 3.79 | 3.9 | Buy |
Fraud detected in Camsing.
https://www.businesstimes.com.sg/banking-finance/chinese-wealth-manager-alleges-34-billion-yuan-fraud-at-camsing
Look like this company will go bankrupt after the fraud scandal. The company is listed on SGX & HKEX. The stock has plunged 90% in HK already.
Look like this company will go bankrupt after the fraud scandal. The company is listed on SGX & HKEX. The stock has plunged 90% in HK already.
SMRT fare hike is coming soon!
https://www.channelnewsasia.com/news/singapore/transport-fares-review-formula-needed-mrt-khaw-boon-wan-11700938
Look like price hike is an omnipotent solution to many problems in Singapore. The only price hike that the PAP doesn't like is our wages because they want us to be faster and cheaper.
Sigh!
Look like price hike is an omnipotent solution to many problems in Singapore. The only price hike that the PAP doesn't like is our wages because they want us to be faster and cheaper.
Sigh!
The US government may shut down in September 2019 again!
https://sg.news.yahoo.com/report-government-faces-potential-default-195257567.html
The US government will be in default in September again.
This is not the first time and won't be the last time for the US. The US government is simply insolvent.
http://sg-stock.blogspot.com/2018/12/will-us-government-shut-down-in.html
The US government will be in default in September again.
This is not the first time and won't be the last time for the US. The US government is simply insolvent.
http://sg-stock.blogspot.com/2018/12/will-us-government-shut-down-in.html
The truth behind the HK protests.
https://www.mintpressnews.com/hong-kong-protests/259202/
The Chinese government has found evidence linking the CIA behind the HK protests and the CIA is using NED in HK to engineer the protests.
It is a common US modus operandi to use NGOs to act for the US political interest. The US wants to protect its citizens from being extradited to China for their crimes committed in China.
The Chinese government has found evidence linking the CIA behind the HK protests and the CIA is using NED in HK to engineer the protests.
It is a common US modus operandi to use NGOs to act for the US political interest. The US wants to protect its citizens from being extradited to China for their crimes committed in China.
Monday, July 8, 2019
Yangzijiang - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 02/04/19 | DBS Vickers | Yangzijiang | 1.42 | 1.82 | Buy | |
| 03/01/19 | CIMB | Yangzijiang | 1.43 | 1.61 | Add | Sum of parts |
| 03/04/19 | OCBC | Yangzijiang | 1.44 | 1.44 | Hold | |
| 03/04/19 | UOB Kay Hian | Yangzijiang | 1.44 | 1.39 | Hold | PB0.9x FY19, Buy @ $1.25 |
| 03/04/19 | DBS Vickers | Yangzijiang | 1.44 | 1.82 | buy | Sum of parts, PB1.1x |
| 05/02/19 | CIMB | Yangzijiang | 1.57 | 1.61 | Hold | Sum of parts |
| 05/02/19 | OCBC | Yangzijiang | 1.57 | 1.45 | Hold | Sum of parts |
| 05/02/19 | DBS Vickers | Yangzijiang | 1.57 | 1.82 | Buy | Sum of parts |
| 06/11/19 | OCBC | Yangzijiang | 1.4 | 1.45 | Hold |
Y Venture - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/28/19 | DBS Vickers | Y Venture | 0.13 | 0.11 | Cease Coverage | EV/Ebitda14x FY19 |
| 01/28/19 | CIMB | Y Venture | 0.13 | 0.1 | Reduce | PB1.7x FY20 |
| 03/08/19 | Phillip | Y Venture | 0.078 | 0.16 | Buy | PER30x |
| 03/25/19 | CIMB | Y Venture | 0.06 | 0.15 | Add | |
| 04/17/19 | Phillip | Y Venture | 0.156 | 0.16 | Cease Coverage |
Wing Tai - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 02/14/19 | OCBC | Wing Tai | 2.03 | 2.41 | Buy | |
| 04/17/19 | OCBC | Wing Tai | 2.06 | 2.41 | Buy | |
| 05/14/19 | OCBC | Wing Tai | 2.01 | 2.41 | Buy | |
| 06/27/19 | OCBC | Wing Tai | 2.05 | 2.41 | Buy |
Stock calls for 8 July 2019
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 07/08/19 | DMG & Partners | DBS | 25.63 | 30.8 | Buy | PB1.5x FY20 |
| 07/08/19 | UOB Kay Hian | HMI | 0.660 | 0.73 | Accept offer | offer at $0.73 |
| 07/08/19 | Kim Eng | HMI | 0.660 | 0.66 | Hold | DCF, accept offer at $0.73 |
| 07/08/19 | CIMB | HMI | 0.660 | 0.73 | Accept offer | offer at $0.73 |
| 07/08/19 | DMG & Partners | OCBC | 11.39 | 12.2 | Neutral | |
| 07/08/19 | CIMB | SIA Engineering | 2.89 | 3.11 | Add | DCF |
| 07/08/19 | DBS Vickers | Singtel | 3.56 | 3.6 | Hold | Sum of parts |
| 07/08/19 | DMG & Partners | UOB | 26.26 | 30.8 | Buy | PB1.29x FY20 |
Saturday, July 6, 2019
Baltic dry index - 1549
Today, Wednesday, July 03 2019, the Baltic Dry Index climbed by 103 points, reaching 1549 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 stock: Sembcorp Marine, Cosco & Pan ocean.
Friday, July 5, 2019
US-Vietnam trade war has started!
https://finance.yahoo.com/news/u-slaps-import-duties-more-020115584.html
The US has started to impose more than 400% tariffs against Vietnam steels. The US also wants Vietnam to reduce the US-Vietnam trade deficits.
We had already anticipated this outcome.
http://sg-stock.blogspot.com/2019/06/many-analysts-were-dead-wrong-about.html
The US has started to impose more than 400% tariffs against Vietnam steels. The US also wants Vietnam to reduce the US-Vietnam trade deficits.
We had already anticipated this outcome.
http://sg-stock.blogspot.com/2019/06/many-analysts-were-dead-wrong-about.html
Wilmar - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/02/19 | DMG & Partners | Wilmar | 3.16 | 3.58 | Buy | |
| 01/03/19 | UOB Kay Hian | Wilmar | 3.13 | 3.9 | Buy | |
| 02/20/19 | OCBC | Wilmar | 3.37 | 3.42 | Hold | |
| 02/22/19 | DMG & Partners | Wilmar | 3.39 | 3.58 | Buy | |
| 02/22/19 | CIMB | Wilmar | 3.39 | 3.96 | Add | Sum of parts |
| 02/22/19 | UOB Kay Hian | Wilmar | 3.39 | 3.9 | Buy | |
| 02/25/19 | DMG & Partners | Wilmar | 3.26 | 3.63 | Buy | Sum of parts |
| 02/25/19 | DBS Vickers | Wilmar | 3.26 | 3.6 | Buy | DCF, PER15.4x FY19 |
| 03/12/19 | CIMB | Wilmar | 3.2 | 3.96 | Add | Sum of parts |
| 03/12/19 | DBS Vickers | Wilmar | 3.2 | 3.6 | Buy | |
| 03/13/19 | DMG & Partners | Wilmar | 3.24 | 3.63 | Buy | |
| 03/20/19 | UOB Kay Hian | Wilmar | 3.3 | 3.9 | Buy | |
| 04/08/19 | UOB Kay Hian | Wilmar | 3.48 | 3.9 | Buy | |
| 04/09/19 | OCBC | Wilmar | 3.49 | 3.44 | Hold | PB0.9x |
| 04/09/19 | CIMB | Wilmar | 3.49 | 3.96 | Add | |
| 05/02/19 | UOB Kay Hian | Wilmar | 3.64 | 3.9 | Buy | |
| 05/13/19 | DMG & Partners | Wilmar | 3.51 | 3.8 | Buy | Sum of parts |
| 05/13/19 | DBS Vickers | Wilmar | 3.51 | 3.86 | Buy | DCF, PER15.6x FY19 |
| 05/16/19 | DMG & Partners | Wilmar | 3.5 | 3.94 | Buy | Sum of parts |
| 05/16/19 | OCBC | Wilmar | 3.5 | 3.66 | Hold | PB0.95x |
| 05/16/19 | CIMB | Wilmar | 3.5 | 3.96 | Add | Sum of parts |
| 06/06/19 | DMG & Partners | Wilmar | 3.3 | 3.94 | Buy | |
| 06/13/19 | UOB Kay Hian | Wilmar | 3.41 | 3.9 | Buy | PER12.8x FY20 |
| 07/03/19 | Kim Eng | Wilmar | 3.73 | 4.21 | Buy | DCF & PER |
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