Date | Analyst | Company | Last | Target | Call | Valuation |
05/02/19 | DBS Vickers | Oxley | 0.325 | 0.68 | Buy | |
06/13/19 | DMG & Partners | Oxley | 0.31 | 0.41 | Buy | RNAV (45% discount) |
Thursday, September 5, 2019
Oxley - Stock calls
Overseas Education - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
04/23/19 | UOB Kay Hian | Overseas Edu | 0.33 | 0.46 | Buy | EV/Ebitda10.4x |
05/08/19 | UOB Kay Hian | Overseas Edu | 0.3 | 0.46 | Buy | EV/Ebitda10.4x |
05/08/19 | Lim & Tan | Overseas Edu | 0.3 | 0.48 | Buy | DDM & DCF |
08/19/19 | UOB Kay Hian | Overseas Edu | 0.285 | 0.46 | Buy |
Stock calls for 5 September 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
09/05/19 | Lim & Tan | Capitaland | 3.49 | 0 | Accumulate | |
09/05/19 | phillip | DBS | 24.54 | 27.6 | Accumulate | |
09/05/19 | UOB Kay Hian | OCBC | 10.71 | 14.48 | Buy | GGM |
09/05/19 | DMG & Partners | Silverlake | 0.455 | 0.56 | Buy | DCF |
09/05/19 | phillip | UOB | 25.1 | 28.6 | Accumulate |
The HK protestors have rejected the HK CE's pacification.
Just as we expected, the HK protectors have rejected her compromise and pacification.
The HK protestors are paid to protest and they will not accept any favourable outcome even if the government relented.
https://sg-stock.blogspot.com/2019/09/latest-hk-chief-executives-telecast.html
They claimed the relentment came too little and too late but they never thought that late was better than never. Eventually, they will push themselves into a corner and regret this later.
The HK protestors are paid to protest and they will not accept any favourable outcome even if the government relented.
https://sg-stock.blogspot.com/2019/09/latest-hk-chief-executives-telecast.html
They claimed the relentment came too little and too late but they never thought that late was better than never. Eventually, they will push themselves into a corner and regret this later.
The US-China trade talk is deferred to October 2019.
https://finance.yahoo.com/news/china-u-hold-trade-talks-014856242.html
The US-China trade talk is deferred to October 2019 from September 2019. Will the October meeting take place? The US will impose another set of tariffs on 1 October and China will definitely retaliate against that.
The US has to end this trade war fast because its bleak economic numbers are showing up in the PMI now.
http://sg-stock.blogspot.com/2019/09/ism-pmi-analysis-for-us-economy-in.html
The weakening PMI will cause the GDP number to dive and Trump has to stop the hemorrhage before he loses his election.
The US-China trade talk is deferred to October 2019 from September 2019. Will the October meeting take place? The US will impose another set of tariffs on 1 October and China will definitely retaliate against that.
The US has to end this trade war fast because its bleak economic numbers are showing up in the PMI now.
http://sg-stock.blogspot.com/2019/09/ism-pmi-analysis-for-us-economy-in.html
The weakening PMI will cause the GDP number to dive and Trump has to stop the hemorrhage before he loses his election.
Wednesday, September 4, 2019
Latest HK Chief Executive's telecast.
No! This is because she is not eradicating the root cause of the problems (protests). This uprising of the Hongkongers is engineered by the US, UK and Taiwan. She must uproot those paid lackeys to end the protests. The protestors don't even understand what they're protesting. Therefore, it is useless to pacify the protestors as they will keep shifting their goal poles.
Cathy Pacific is a high risk airliner! Fly at your own risk!
https://www.scmp.com/news/hong-kong/politics/article/3025421/cathay-pacific-suspends-cabin-crew-two-flights-found
Cathy Pacific employees committed a terrorist act by depleting the oxygen bottles.
Cathy Pacific chairman has resigned after the terrorist act was committed by his employees.
https://www.channelnewsasia.com/news/business/hong-kong-cathay-pacific-chairman-resigns-11872184
We had warned about a flight risk with Cathy Pacific previously in our post below.
http://sg-stock.blogspot.com/2019/08/cathy-pacific-suspends-ticket-sales-at.html
China is right to scrutinize Cathy Pacific employees flying in and out of China airspace.
Cathy Pacific employees committed a terrorist act by depleting the oxygen bottles.
Cathy Pacific chairman has resigned after the terrorist act was committed by his employees.
https://www.channelnewsasia.com/news/business/hong-kong-cathay-pacific-chairman-resigns-11872184
We had warned about a flight risk with Cathy Pacific previously in our post below.
http://sg-stock.blogspot.com/2019/08/cathy-pacific-suspends-ticket-sales-at.html
China is right to scrutinize Cathy Pacific employees flying in and out of China airspace.
Hot news! Singapore general election is coming!
https://sg.news.yahoo.com/pm-lee-convenes-electoral-boundaries-review-committee-091256644.html
It looks like SG GE is coming in a few months time according to the historical record.
Why?
This is because the economy will be so bad next year that there will be more opposition voices.
It looks like SG GE is coming in a few months time according to the historical record.
Why?
This is because the economy will be so bad next year that there will be more opposition voices.
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 |
OUE Hospitality - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
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 | |
03/18/19 | DMG & Partners | OUE Hospitality | 0.725 | 0.77 | Buy | |
04/09/19 | DMG & Partners | OUE Hospitality | 0.735 | 0.76 | Take Profit | Accept offer |
04/09/19 | DBS Vickers | OUE Hospitality | 0.735 | 0.85 | Buy | |
04/10/19 | CIMB | OUE Hospitality | 0.725 | 0.85 | Add | |
05/03/19 | CIMB | OUE Hospitality | 0.72 | 0.85 | Add | |
06/06/19 | DMG & Partners | OUE Hospitality | 0.68 | 0.76 | Take Profit | |
07/04/19 | DMG & Partners | OUE Hospitality | 0.72 | 0.76 | Take Profit |
OUE Commercial - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
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 | |
04/03/19 | DBS Vickers | OUE Commercial | 0.52 | 0.6 | Buy | |
04/10/19 | CIMB | OUE Commercial | 0.51 | 0.57 | Hold | |
05/10/19 | CIMB | OUE Commercial | 0.5 | 0.57 | Hold |
Stock calls for 4 September 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
09/04/19 | DMG & Partners | Breadtalk | 0.65 | 0.67 | Neutral | Sum of parts, EV/Ebitda7.64x |
09/04/19 | DBS Vickers | Comfortdelgro | 2.46 | 2.59 | Hold | |
09/04/19 | UOB Kay Hian | CSE Global | 0.455 | 0.65 | Buy | PER15x FY19 |
09/04/19 | DMG & Partners | CSE Global | 0.455 | 0.69 | Buy | DCF, PER11.9x FY20 |
09/04/19 | Kim Eng | Wilmar | 3.8 | 3.89 | Hold | DCF |
The Hong Kong protestors are daft youngsters.
The HK stock market goes up almost 1,000 points today because the HK government is expected to announce the withdrawal of the extradition bill.
The HK protestors are daft youngsters because they exude stupidity beyond my comprehension. Why?
HK Lam announced that the extradition bill was dead in July 2019 which meant that it couldn't be resuscitated. In other words, she meant it to be scrapped and gave the protestors more than what they had bargained for. The law is very specific and must not be a subject of contention. However, the protestors didn't understand the legality of the term and insisted on withdrawal in which the bill could be reintroduced in the future. This is the stupidity that I cannot comprehend.
https://www.channelnewsasia.com/news/asia/hong-kong-protests-carrie-lam-extradition-bill-dead-withdraw-11703542
The HK protestors had shortchanged themselves unknowingly and the stock investors joined in without a proper understanding of the legal term.
By withdrawing the bill, the HK government can rehash and reintroduce the bill later and this will create an overhang among the protestors. Therefore, the HK protests won't stop even after this withdrawal announcement.
The HK protestors are daft youngsters because they exude stupidity beyond my comprehension. Why?
HK Lam announced that the extradition bill was dead in July 2019 which meant that it couldn't be resuscitated. In other words, she meant it to be scrapped and gave the protestors more than what they had bargained for. The law is very specific and must not be a subject of contention. However, the protestors didn't understand the legality of the term and insisted on withdrawal in which the bill could be reintroduced in the future. This is the stupidity that I cannot comprehend.
https://www.channelnewsasia.com/news/asia/hong-kong-protests-carrie-lam-extradition-bill-dead-withdraw-11703542
The HK protestors had shortchanged themselves unknowingly and the stock investors joined in without a proper understanding of the legal term.
By withdrawing the bill, the HK government can rehash and reintroduce the bill later and this will create an overhang among the protestors. Therefore, the HK protests won't stop even after this withdrawal announcement.
ISM PMI analysis for the US economy in August 2019.
The ISM PMI is in a contraction mode now at 49.1 and this is lower than China's PMI (49.5). China's PMI is at the doldrum already and is ready to expand soon but the US PMI is still sliding after 5 consecutive months.
The US was unable to export to China because of the high tariffs and this caused the new export order to decline further. However, the frontloading by the US consumers prior to the 1 Sept tariffs was helping to hold up the new local order. I don't see the rise to be sustainable as consumer demand is elastic.
The reduction in new orders is causing declines in customers' inventories, production, employment and supplier's deliveries.
The high tariffs were affecting imports and the producers were turning to local raw materials which were cheaper.
This is a very bad PMI report as many sub-indexes are in the red. The next GDP figure will be very bad despite the US recent revision to 2% from 2.1%.
http://sg-stock.blogspot.com/2019/08/ism-pmi-analysis-for-us-economy-in-july.html
The US was unable to export to China because of the high tariffs and this caused the new export order to decline further. However, the frontloading by the US consumers prior to the 1 Sept tariffs was helping to hold up the new local order. I don't see the rise to be sustainable as consumer demand is elastic.
The reduction in new orders is causing declines in customers' inventories, production, employment and supplier's deliveries.
The high tariffs were affecting imports and the producers were turning to local raw materials which were cheaper.
This is a very bad PMI report as many sub-indexes are in the red. The next GDP figure will be very bad despite the US recent revision to 2% from 2.1%.
http://sg-stock.blogspot.com/2019/08/ism-pmi-analysis-for-us-economy-in-july.html
Tuesday, September 3, 2019
OUE - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/28/19 | OCBC | OUE | 1.66 | 2.32 | Buy | |
04/17/19 | OCBC | OUE | 1.79 | 2.32 | Buy |
OCBC - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/03/19 | CIMB | OCBC | 11.1 | 14 | Add | PER10.8x FY20 |
01/04/19 | UOB Kay Hian | OCBC | 11.03 | 14.05 | Buy | |
01/08/19 | UOB Kay Hian | OCBC | 11.37 | 13.82 | Buy | |
01/31/19 | Kim Eng | OCBC | 11.39 | 10.95 | Hold | DDM |
02/01/19 | phillip | OCBC | 11.51 | 13.7 | Buy | GGM, PB1.4x FY19 |
02/08/19 | UOB Kay Hian | OCBC | 11.49 | 13.82 | Buy | |
02/13/19 | Kim Eng | OCBC | 11.41 | 10.95 | Hold | |
02/25/19 | CIMB | OCBC | 11.39 | 12 | Hold | PB1.2x CY19 |
02/25/19 | UOB Kay Hian | OCBC | 11.39 | 13.85 | Buy | |
02/25/19 | DBS Vickers | OCBC | 11.39 | 12.9 | Buy | GGM, PB1.2x FY19 |
02/25/19 | Kim Eng | OCBC | 11.39 | 10.73 | Hold | DDM |
02/27/19 | Macquarie | OCBC | 11.2 | 13 | Outperform | PB |
03/04/19 | phillip | OCBC | 11.1 | 13.7 | Buy | |
03/07/19 | Kim Eng | OCBC | 11.22 | 10.73 | Hold | |
03/11/19 | CIMB | OCBC | 11.05 | 12 | Hold | |
03/26/19 | UOB Kay Hian | OCBC | 10.99 | 13.85 | Buy | |
04/02/19 | phillip | OCBC | 11.21 | 13.7 | Buy | |
04/02/19 | DBS Vickers | OCBC | 11.21 | 12.9 | Buy | |
04/11/19 | CIMB | OCBC | 11.72 | 12 | Hold | |
04/22/19 | DMG & Partners | OCBC | 11.77 | 12.2 | Neutral | PB1.12x FY20, Up from $10.96 |
04/23/19 | Kim Eng | OCBC | 11.78 | 10.73 | Hold | |
04/24/19 | UOB Kay Hian | OCBC | 11.83 | 14.12 | Buy | GGM, PB1.39x FY19 |
05/03/19 | phillip | OCBC | 12.04 | 13.7 | Buy | |
05/10/19 | DMG & Partners | OCBC | 11.31 | 12.2 | Neutral | PB1.12x FY20 |
05/10/19 | CIMB | OCBC | 11.31 | 12 | Hold | |
05/13/19 | Macquarie | OCBC | 11.39 | 13 | Outperform | |
05/13/19 | phillip | OCBC | 11.39 | 12.68 | Accumulate | GGM, PB1.3x FY19 |
05/13/19 | UOB Kay Hian | OCBC | 11.39 | 14.62 | Buy | GGM, PB1.42x FY19 |
05/13/19 | CIMB | OCBC | 11.39 | 12.59 | Hold | GGM, PB1.26x |
05/22/19 | Kim Eng | OCBC | 11.09 | 11.07 | Hold | |
06/03/19 | CIMB | OCBC | 10.57 | 12.59 | Hold | |
06/06/19 | phillip | OCBC | 10.63 | 12.7 | Accumulate | |
06/13/19 | UOB Kay Hian | OCBC | 10.8 | 14.62 | Buy | |
06/17/19 | Kim Eng | OCBC | 10.78 | 11.07 | Hold | |
06/25/19 | DBS Vickers | OCBC | 11.28 | 11.5 | Hold | GGM, PB1.1x FY20 |
07/01/19 | UOB Kay Hian | OCBC | 11.4 | 14.62 | Buy | |
07/02/19 | Kim Eng | OCBC | 11.59 | 11.07 | Hold | |
07/03/19 | phillip | OCBC | 11.54 | 12.7 | Accumulate | |
07/08/19 | DMG & Partners | OCBC | 11.39 | 12.2 | Neutral | GGM, PB1.12x FY20 |
07/23/19 | DBS Vickers | OCBC | 11.64 | 11.5 | Hold | |
08/02/19 | Lim & Tan | OCBC | 11.42 | 0 | Buy on weakness | |
08/05/19 | phillip | OCBC | 11.21 | 12.5 | Accumulate | GGM, PB1.3x |
08/05/19 | DMG & Partners | OCBC | 11.21 | 11.8 | Neutral | GGM, PB1.1x FY20 |
08/05/19 | UOB Kay Hian | OCBC | 11.21 | 14.48 | Buy | GGM, PB1.4x FY19 |
08/05/19 | DBS Vickers | OCBC | 11.21 | 11.5 | Hold | GGM, PB1.1x FY20 |
08/06/19 | CIMB | OCBC | 11.08 | 12.59 | Hold | GGM, PB1.3x |
08/06/19 | Kim Eng | OCBC | 11.08 | 11.05 | Hold | DDM |
08/20/19 | DMG & Partners | OCBC | 10.71 | 11.5 | Neutral | GGM, PB1.07x FY20 |
08/21/19 | CIMB | OCBC | 10.69 | 12.53 | Hold | |
09/02/19 | phillip | OCBC | 10.65 | 12.32 | Accumulate | GGM |
Netlink - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/02/19 | UOB Kay Hian | Netlink | 0.765 | 0.99 | Buy | DCF |
01/02/19 | Kim Eng | Netlink | 0.765 | 0.93 | Buy | |
01/15/19 | DBS Vickers | Netlink | 0.77 | 0.87 | Buy | DCF |
02/07/19 | Kim Eng | Netlink | 0.785 | 0.93 | Buy | DDM, PER38.8x FY21 |
02/08/19 | DBS Vickers | Netlink | 0.79 | 0.87 | Buy | DCF, PER32.6x FY21 |
02/08/19 | UOB Kay Hian | Netlink | 0.79 | 0.99 | Buy | |
02/15/19 | UOB Kay Hian | Netlink | 0.805 | 0.92 | Buy | DCF, PER40x FY21 |
02/18/19 | OCBC | Netlink | 0.805 | 0.9 | Buy | |
03/15/19 | OCBC | Netlink | 0.795 | 0.9 | Buy | |
03/27/19 | Phillip | Netlink | 0.825 | 0.89 | Accumulate | DCF |
04/01/19 | UOB Kay Hian | Netlink | 0.83 | 0.92 | Buy | |
04/01/19 | Kim Eng | Netlink | 0.83 | 0.93 | Buy | |
05/07/19 | UOB Kay Hian | Netlink | 0.825 | 0.92 | Buy | DCF |
05/09/19 | DBS Vickers | Netlink | 0.82 | 0.87 | Buy | |
05/15/19 | OCBC | Netlink | 0.835 | 0.95 | Buy | |
05/15/19 | DBS Vickers | Netlink | 0.835 | 0.9 | Buy | DCF |
05/15/19 | Phillip | Netlink | 0.835 | 0.93 | Accumulate | DCF |
05/15/19 | Kim Eng | Netlink | 0.835 | 0.94 | Buy | DDM |
06/03/19 | Phillip | Netlink | 0.83 | 0.93 | Buy | DCF |
06/06/19 | DBS Vickers | Netlink | 0.825 | 0.9 | Buy | |
06/12/19 | UOB Kay Hian | Netlink | 0.835 | 0.97 | Buy | |
06/27/19 | Kim Eng | Netlink | 0.89 | 0.94 | Buy | |
07/15/19 | Phillip | Netlink | 0.88 | 0.93 | Accumulate | DCF |
07/17/19 | Kim Eng | Netlink | 0.885 | 0.94 | Buy | |
08/06/19 | UOB Kay Hian | Netlink | 0.88 | 0.92 | Buy | DCF |
08/06/19 | Phillip | Netlink | 0.88 | 0.93 | Accumulate | DCF |
08/07/19 | Kim Eng | Netlink | 0.865 | 0.94 | Buy | DDM |
08/07/19 | DBS Vickers | Netlink | 0.865 | 0.95 | Buy | DCF |
Stock calls for 3 September 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
09/03/19 | DMG & Partners | Breadtalk | 0.665 | 0.71 | Neutral | |
09/03/19 | Lim & Tan | CSE Global | 0.44 | 0 | Buy | |
09/03/19 | Phillip | Micro-Mechanics | 1.59 | 1.6 | Neutral | PER15x FY20 |
09/03/19 | UOB Kay Hian | Sembcorp Marine | 1.16 | 1.22 | Hold | |
09/03/19 | DMG & Partners | Sembcorp Marine | 1.16 | 1.63 | Buy | PB1.48x FY20 |
09/03/19 | OCBC | Soilbuild Reit | 0.55 | 0.58 | Accept offer |
Monday, September 2, 2019
Nera Telecom - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/04/19 | Lim & Tan | Nera Telecom | 0.285 | 0 | Buy |
Moya Asia - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/07/19 | DMG & Partners | Moya Asia | 0.06 | 0.11 | Buy | |
02/13/19 | DMG & Partners | Moya Asia | 0.082 | 0.11 | Buy | DCF |
03/05/19 | DMG & Partners | Moya Asia | 0.077 | 0.11 | Buy | DCF |
05/02/19 | DMG & Partners | Moya Asia | 0.081 | 0.095 | Buy | |
06/06/19 | DMG & Partners | Moya Asia | 0.076 | 0.1 | Buy | |
08/20/19 | DMG & Partners | Moya Asia | 0.068 | 0.083 | Buy | DCF |
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