Date | Analyst | Company | Last | Target | Call | Valuation |
01/07/19 | UOB Kay Hian | SIA Engineering | 2.39 | 2.7 | Buy | DCF |
02/11/19 | Kim Eng | SIA Engineering | 2.52 | 2.85 | Buy | DCF |
02/11/19 | OCBC | SIA Engineering | 2.52 | 2.47 | Hold | |
02/11/19 | phillip | SIA Engineering | 2.52 | 2.66 | Neutral | DCF |
02/11/19 | UOB Kay Hian | SIA Engineering | 2.52 | 2.55 | Hold | |
02/12/19 | CIMB | SIA Engineering | 2.39 | 3.11 | Add | DCF |
02/12/19 | DBS Vickers | SIA Engineering | 2.39 | 2.7 | Hold | DCF & PER16x FY20 & Div Yield 4.5% & EV/Ebitda11x |
04/15/19 | Kim Eng | SIA Engineering | 2.49 | 2.85 | Buy | |
05/14/19 | Kim Eng | SIA Engineering | 2.43 | 2.85 | Buy | DCF |
05/14/19 | OCBC | SIA Engineering | 2.43 | 2.43 | Hold | |
05/14/19 | UOB Kay Hian | SIA Engineering | 2.43 | 2.55 | Hold | Buy @ $2.30 |
05/14/19 | DBS Vickers | SIA Engineering | 2.43 | 2.6 | Hold | Sum of parts |
05/14/19 | CIMB | SIA Engineering | 2.43 | 3.11 | Add | |
07/02/19 | Kim Eng | SIA Engineering | 2.51 | 2.85 | Buy | |
07/05/19 | DBS Vickers | SIA Engineering | 2.72 | 3.01 | Buy | |
07/08/19 | CIMB | SIA Engineering | 2.89 | 3.11 | Add | DCF |
07/29/19 | UOB Kay Hian | SIA Engineering | 2.65 | 2.55 | Hold | DCF, Buy @ $2.40 |
07/29/19 | OCBC | SIA Engineering | 2.65 | 2.43 | Hold | |
07/30/19 | Kim Eng | SIA Engineering | 2.68 | 2.85 | Hold | |
09/02/19 | Kim Eng | SIA Engineering | 2.43 | 2.85 | Buy | DCF |
Monday, September 16, 2019
SIA Engineering - Stock calls
SIA - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/17/19 | UOB Kay Hian | SIA | 9.76 | 10.2 | Hold | Sum of parts, Buy @ $9 |
01/24/19 | Kim Eng | SIA | 9.5 | 11.2 | Buy | PB0.94x |
01/24/19 | CIMB | SIA | 9.5 | 10.25 | Hold | PB0.9x CY19 |
02/15/19 | CIMB | SIA | 9.87 | 10.25 | Hold | PB0.9x CY19 |
02/15/19 | DBS Vickers | SIA | 9.87 | 11 | Buy | PB0.9x FY20 |
02/15/19 | Lim & Tan | SIA | 9.87 | 0 | Hold | |
02/18/19 | Kim Eng | SIA | 9.76 | 11.2 | Buy | PB0.94x |
02/18/19 | UOB Kay Hian | SIA | 9.76 | 10.2 | Hold | Buy @ $9.50 |
02/18/19 | OCBC | SIA | 9.76 | 10.71 | Buy | |
03/19/19 | CIMB | SIA | 9.83 | 10.25 | Hold | |
03/19/19 | UOB Kay Hian | SIA | 9.83 | 10.1 | Hold | Buy @ $9 |
04/16/19 | UOB Kay Hian | SIA | 9.88 | 10.1 | Hold | Sum of parts |
04/16/19 | OCBC | SIA | 9.88 | 11.02 | Buy | |
05/17/19 | CIMB | SIA | 9.4 | 10.14 | Hold | PB0.9x CY19 |
05/21/19 | OCBC | SIA | 9.3 | 11.02 | Buy | |
05/21/19 | UOB Kay Hian | SIA | 9.3 | 9.6 | Hold | Buy @ $8.80 |
05/21/19 | DBS Vickers | SIA | 9.3 | 10.8 | Buy | PB0.95x FY20 |
06/19/19 | UOB Kay Hian | SIA | 9.17 | 9.5 | Hold | Sum of parts, Buy @ $8.60 |
06/19/19 | CIMB | SIA | 9.17 | 10.04 | Hold | |
08/01/19 | UOB Kay Hian | SIA | 9.67 | 9.5 | Hold | Sum of parts, Buy @ $9.10 |
08/01/19 | DBS Vickers | SIA | 9.67 | 10.8 | Buy | PB0.95x FY20 |
08/01/19 | Lim & Tan | SIA | 9.67 | 0 | Hold | |
08/02/19 | CIMB | SIA | 9.2 | 10.04 | Hold | PB0.9x CY19 |
Stock calls for 16 September 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
09/16/19 | Kim Eng | AEM | 1.19 | 1.5 | Buy | Roe-g/Coe-g |
09/16/19 | UOB Kay Hian | Fu Yu | 0.23 | 0.285 | Buy | EV/Ebitda |
Sunday, September 15, 2019
My observations of the HK protests. - Part 2
http://sg-stock.blogspot.com/2019/09/my-observations-of-hk-protests.html
The Hong Kong protestors know nothing about the property market.
The PPI shows that HK property market surged in the past 10 years and the HK protestors put the blame on the HK government. Let's seek out the truth so that you will understand that this is a worldwide phenomenon trend.
What happened roughly 10 years ago? Do you still remember the Lehman Brothers' (LB) collapse in September 2008? The US government commenced QE1, QE2 and QE3 after LB's collapse to revive its own economy, and kept its interest rates artificially low for a long time with the ensuing outcome of churning massive money supplies in the world. The consequences of the US monetary easing policies inflated the worldwide stock and property markets. Therefore, the main culprit is the US government.
Where's the proof? SG is also faced with the same property situation.
SG property market also surged after 2008 (from below 100 to above 150) but our government implemented property measures a few years later to rein in the property prices.
However, the HK CEs didn't dare to change the HK housing policy because of Tung Chee Hwa's downfall.
http://sg-stock.blogspot.com/2019/09/hk-carrie-lam-is-following-footstep-of.html
What happened roughly 10 years ago? Do you still remember the Lehman Brothers' (LB) collapse in September 2008? The US government commenced QE1, QE2 and QE3 after LB's collapse to revive its own economy, and kept its interest rates artificially low for a long time with the ensuing outcome of churning massive money supplies in the world. The consequences of the US monetary easing policies inflated the worldwide stock and property markets. Therefore, the main culprit is the US government.
Where's the proof? SG is also faced with the same property situation.
SG property market also surged after 2008 (from below 100 to above 150) but our government implemented property measures a few years later to rein in the property prices.
However, the HK CEs didn't dare to change the HK housing policy because of Tung Chee Hwa's downfall.
http://sg-stock.blogspot.com/2019/09/hk-carrie-lam-is-following-footstep-of.html
Saturday, September 14, 2019
My observations of the HK protests.
The pro-china protestors have started to come out this weekend because the ordinary residents are fed up with these black protestors who disrupt their daily lives.
These black protestors have incurred the wrath of the general public and are also not getting paid on time.
I think the black protestors will dwindle in size in the future because they're not getting paid and they will also face the pro-China protestors which will make their protests more difficult and dangerous. The black protestors know that the police will be restraint in hitting them but the pro-china protestors won't.
We've stated that these black protestors would be at the receiving end in the end.
http://sg-stock.blogspot.com/2019/08/the-hong-kong-protestors-have-lost.html
Anyway, I wish HK the best and peace and order will return soon.
Hong Kong protests continue again.
https://sg.finance.yahoo.com/news/1-hong-kong-protesters-plan-025959474.html
The HK protests continue after the withdrawal of the extradition bill and revision in the housing policy.
We had stated before that the protests would continue even if the government relented.
http://sg-stock.blogspot.com/2019/09/the-hong-kong-protestors-are-daft.html
The HK protestors will continue to protest no matter what the outcome is. Why? No protest, No money!
The HK protestors are being paid to protest and they have to protest to get the money. However, some of them are whining about not getting paid. Just look at the leaked video (he forgot to turn it off) of a HK protestor ranting about not getting paid.
The HK protests continue after the withdrawal of the extradition bill and revision in the housing policy.
We had stated before that the protests would continue even if the government relented.
http://sg-stock.blogspot.com/2019/09/the-hong-kong-protestors-are-daft.html
The HK protestors will continue to protest no matter what the outcome is. Why? No protest, No money!
The HK protestors are being paid to protest and they have to protest to get the money. However, some of them are whining about not getting paid. Just look at the leaked video (he forgot to turn it off) of a HK protestor ranting about not getting paid.
Indonesian haze is back in Singapore now!
https://sg.news.yahoo.com/region-chokes-haze-indonesian-media-002218914.html
I can smell it in my home now!
Damn, I cannot do my favourite outdoor activities now.
Stay healthy, guys!
I can smell it in my home now!
Damn, I cannot do my favourite outdoor activities now.
Stay healthy, guys!
Hahaha! LSE condemns HKEX takeover offer.
https://finance.yahoo.com/news/london-stock-exchange-strongly-rejects-093000403.html
LSE not only rejects HKEX's offer but also condemns the offer.
We've said before in our previous post that HK had everything to lose.
http://sg-stock.blogspot.com/2019/08/the-hongkongers-have-everything-to-lose.html
LSE has lost faith and confidence in HK's future which results in the rejection and condemnation.
LSE not only rejects HKEX's offer but also condemns the offer.
We've said before in our previous post that HK had everything to lose.
http://sg-stock.blogspot.com/2019/08/the-hongkongers-have-everything-to-lose.html
LSE has lost faith and confidence in HK's future which results in the rejection and condemnation.
Hong Kong protestors fabricated fake news to defame HK police. - Part 2
The truth is slowly unfolding about the woman who claimed that her eye was shot by HK police.
We posted a video previously showing no HK police were in the vicinity that could have shot her eye and the beanbag round had a short effective range.
http://sg-stock.blogspot.com/2019/08/hong-kong-protestors-fabricated-fake.html
She didn't lodge a police report and also didn't file a lawsuit against the police. In the video, it was stated that she was offered HK$30m to pin the blame on the police but was later reduced to HK$5m to lie down as the police were getting closer to the truth with their investigations. The police had applied to the court to retrieve her medical record from the hospital for further investigation because she rejected the police's request.
These were not innocent and ordinary protestors because they had a devious plan to smear the police and topple the government. I've also seen online news about the protestors accusing the police of raping female protestors in the police stations and the police had killed a few protestors in the MRT stations.
Friday, September 13, 2019
TLTRO III will start on 19 September.
https://www.ecb.europa.eu/press/pr/date/2019/html/ecb.pr190912~19ac2682ff.en.html
TLTRO III will last 3 years and end in 2022. The interest spread has been removed and this will lower the interest rate.
If you don't know anything about TLTRO, please read our previous post below.
http://sg-stock.blogspot.com/2019/03/what-is-targeted-longer-term.html
TLTRO III will last 3 years and end in 2022. The interest spread has been removed and this will lower the interest rate.
If you don't know anything about TLTRO, please read our previous post below.
http://sg-stock.blogspot.com/2019/03/what-is-targeted-longer-term.html
SHS - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/29/19 | phillip | SHS | 0.197 | 0.24 | Accumulate | PER10x FY19 |
03/08/19 | phillip | SHS | 0.191 | 0.194 | Neutral | PB0.7x |
05/21/19 | phillip | SHS | 0.174 | 0 | Cease coverage |
Sheng Siong - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/02/19 | DMG & Partners | Sheng Siong | 1.06 | 1.27 | Buy | |
01/04/19 | phillip | Sheng Siong | 1.07 | 1.13 | Accumulate | |
02/20/19 | UOB Kay Hian | Sheng Siong | 1.08 | 1.15 | Hold | |
02/27/19 | DMG & Partners | Sheng Siong | 1.09 | 1.25 | Buy | DCF |
02/27/19 | OCBC | Sheng Siong | 1.09 | 1.19 | Buy | |
02/27/19 | DBS Vickers | Sheng Siong | 1.09 | 1.25 | Buy | PER25x FY19 |
02/27/19 | CIMB | Sheng Siong | 1.09 | 1.22 | Add | PER22.2x FY20 |
02/27/19 | UOB Kay Hian | Sheng Siong | 1.09 | 1.11 | Hold | |
03/04/19 | phillip | Sheng Siong | 1.09 | 1.3 | Accumulate | PER25x |
03/05/19 | Amfrasers | Sheng Siong | 1.09 | 1.24 | Buy | |
03/13/19 | DMG & Partners | Sheng Siong | 1.08 | 1.25 | Buy | DCF |
03/19/19 | Kim Eng | Sheng Siong | 1.08 | 0.95 | Sell | DCF, PER19.5x FY19 |
04/05/19 | DMG & Partners | Sheng Siong | 1.04 | 1.25 | Buy | |
04/16/19 | Kim Eng | Sheng Siong | 1.06 | 0.95 | Sell | DCF |
04/29/19 | UOB Kay Hian | Sheng Siong | 1.04 | 1.11 | Hold | Buy @ $1 |
04/29/19 | DBS Vickers | Sheng Siong | 1.04 | 1.25 | Buy | PER5x FY19 |
04/30/19 | DMG & Partners | Sheng Siong | 1.04 | 1.23 | Buy | DCF & PER21x |
04/30/19 | CIMB | Sheng Siong | 1.04 | 1.1 | Hold | PER20.5x CY20 |
04/30/19 | Amfrasers | Sheng Siong | 1.04 | 1.24 | Buy | DCF |
04/30/19 | OCBC | Sheng Siong | 1.04 | 1.19 | Buy | |
05/02/19 | phillip | Sheng Siong | 1.03 | 1.3 | Buy | PER25x |
06/06/19 | DMG & Partners | Sheng Siong | 1.1 | 1.23 | Buy | |
06/06/19 | DBS Vickers | Sheng Siong | 1.1 | 1.25 | Buy | |
06/14/19 | Kim Eng | Sheng Siong | 1.09 | 0.95 | Sell | DCF |
07/02/19 | DMG & Partners | Sheng Siong | 1.1 | 1.23 | Buy | |
07/15/19 | phillip | Sheng Siong | 1.1 | 1.3 | Buy | PER25x |
07/16/19 | Kim Eng | Sheng Siong | 1.09 | 0.95 | Sell | DCF |
07/30/19 | DMG & Partners | Sheng Siong | 1.11 | 1.32 | Buy | DCF |
07/30/19 | DBS Vickers | Sheng Siong | 1.11 | 1.32 | Buy | PER25x FY20 |
07/31/19 | Kim Eng | Sheng Siong | 1.15 | 0.96 | Sell | DCF |
07/31/19 | OCBC | Sheng Siong | 1.15 | 1.19 | Buy | |
07/31/19 | CIMB | Sheng Siong | 1.15 | 1.25 | Add | |
08/01/19 | phillip | Sheng Siong | 1.16 | 1.3 | Accumulate | PER25x FY19 |
08/06/19 | Amfrasers | Sheng Siong | 1.16 | 1.27 | Outperform | |
08/13/19 | Kim Eng | Sheng Siong | 1.18 | 0.96 | Sell | DCF |
08/23/19 | DMG & Partners | Sheng Siong | 1.16 | 1.32 | Buy | |
09/11/19 | DMG & Partners | Sheng Siong | 1.2 | 1.32 | Buy |
Shangri-La Asia - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/21/19 | OCBC | Shangri-La Asia | 11.04 | 16.4 | Buy | |
03/22/19 | OCBC | Shangri-La Asia | 11.18 | 16.16 | Buy | |
08/26/19 | OCBC | Shangri-La Asia | 8.3 | 13.9 | Buy |
Stock calls for 13 September 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
09/13/19 | Kim Eng | Japfa | 0.485 | 0.73 | Buy | Sum of parts |
09/13/19 | UOB Kay Hian | Mapletree Industrial | 2.3 | 2.58 | Buy | DDM |
09/13/19 | DBS Vickers | Wilmar | 3.86 | 4.25 | Buy | Sum of parts, PER16.3x FY20 |
HK Carrie Lam is following the footstep of Tung Chee Hwa.
https://www.channelnewsasia.com/news/asia/hong-kong-carrie-lam-housing-livelihoods-protest-11902048
The HK's housing problem was caused by the British administration and Tung Chee Hwa was trying to resolve it during his term by releasing more land sales and building more public houses. However, he was forced to step down because his housing policies would bring down property prices and rentals.
https://sg-stock.blogspot.com/2019/08/the-hongkongers-have-everything-to-lose.html
Will Carrie Lam face the same backlash as Tung Chee Hwa? Let's see.
The HK's housing problem was caused by the British administration and Tung Chee Hwa was trying to resolve it during his term by releasing more land sales and building more public houses. However, he was forced to step down because his housing policies would bring down property prices and rentals.
https://sg-stock.blogspot.com/2019/08/the-hongkongers-have-everything-to-lose.html
Will Carrie Lam face the same backlash as Tung Chee Hwa? Let's see.
China has not given up on HK yet.
https://www.yahoo.com/news/exclusive-china-prods-state-firms-033635822.html
China has not given up on HK yet. HK is, after all, China's child and the motherland will still take care of its own child no matter what wrong the child has done.
Was the Shenzhen's developments just a verbal warning to HK for the protests? We'll have to wait and see then.
https://sg-stock.blogspot.com/2019/08/omg-china-has-displaced-hong-kong-with.html
Prior to the pronouncement of the SZ developments, we had indicated that China would bail out HK if needed. As predicted earlier, China has called up its SoEs to help HK now.
http://sg-stock.blogspot.com/2019/08/hong-kong-economy-will-be-heavily.html
China has not given up on HK yet. HK is, after all, China's child and the motherland will still take care of its own child no matter what wrong the child has done.
Was the Shenzhen's developments just a verbal warning to HK for the protests? We'll have to wait and see then.
https://sg-stock.blogspot.com/2019/08/omg-china-has-displaced-hong-kong-with.html
Prior to the pronouncement of the SZ developments, we had indicated that China would bail out HK if needed. As predicted earlier, China has called up its SoEs to help HK now.
http://sg-stock.blogspot.com/2019/08/hong-kong-economy-will-be-heavily.html
Wow! Vietnam can control inflation by cutting interest rates.
https://www.businesstimes.com.sg/government-economy/vietnam-central-bank-to-cut-rates-by-025-percentage-points
Wow! Vietnam economists must be awarded the Nobel prize for controlling inflation with interest rates cut. It is an almost impossible task to do and Vietnam has the confidence to achieve it.
Let's see how Vietnam will accomplish this insurmountable task because this defies my economic knowledge.
Wow! Vietnam economists must be awarded the Nobel prize for controlling inflation with interest rates cut. It is an almost impossible task to do and Vietnam has the confidence to achieve it.
Let's see how Vietnam will accomplish this insurmountable task because this defies my economic knowledge.
Huawei's Kirin 990 is the best chip now.
It impressed many techies in the IFA event in Germany. It can download a complete movie in 6 seconds while the 4G chip can only download 12% in 6 seconds. It can also replace the background of a video instantaneously that the 4G chip cannot do.
I got swept away by Huawei's Kirin 990. Kudos to Huawei!
Trump knows who are his friends and foes now.
Multiple bankruptcies had taught Trump a few things in life.
Let me surmise what are the things you can learn from multiple bankruptcies.
1st bankruptcy - You will learn and know who your real friends are because many of your "friends" will avoid you during your bankruptcy for fear that you will borrow money from them. You can tell who your friends and foes are by now.
2nd bankruptcy - You will learn and understand more about yourself because you know what you can and cannot do in life by now. In short, you know your own capabilities after your 2nd bankruptcy.
3rd bankruptcy - You will learn and understand this world better than other people after having gone through the vicissitudes of life. You will know how this world works by now. This was also the reason Trump got elected to be the US president because he understood how the US system was like after his numerous bankruptcies.
Trump knew who would make him lose his presidential and had fired a few hawkish people in his team.
The hawkish people are:
James Mattis
Steven Bannon
John Bolton
The remaining hawkish people in his team are feeling apprehensive now because they are fearful of their dismissals if they continue to be aggressive.
Let's see how this will affect future US political policies.
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