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Thursday, October 24, 2019

The Hong Kong protestors have just sealed their fate.

https://sg.finance.yahoo.com/news/hong-kong-protesters-rally-support-031001300.html

The HK protestors are rallying for support for Catalan protestors.  These HK protestors don't know what they're protesting about and also don't understand the western mentality.

The West will promote and support independence in Asia but will never allow independence in the West.  By supporting the Catalan protestors, the HK protestors will start to lose the western support.

This is great news for the HK government.  Cheers!

Wednesday, October 23, 2019

Eagle Hospitality Trust - Stock calls

Date Analyst Company Last Target Call Valuation
08/30/19 UOB Kay Hian Eagle Hospitality Trust 0.675 1.02 Buy DDM
10/02/19 Amfrasers Eagle Hospitality Trust 0.68 0.84 outperform DDM

Duty Free - Stock calls

Date Analyst Company Last Target Call Valuation
01/10/19 Lim & Tan Duty Free 0.192 0 Accumulate

Delfi - Stock calls

Date Analyst Company Last Target Call Valuation
01/02/19 DMG & Partners Delfi 1.32 1.59 Buy
03/01/19 DMG & Partners Delfi 1.45 1.68 Buy DCF, PER28x FY19
04/05/19 DMG & Partners Delfi 1.3 1.68 Buy
05/07/19 DMG & Partners Delfi 1.3 1.68 Buy DCF, PER28x FY19
08/14/19 DMG & Partners Delfi 1.24 1.68 Buy DCF, PER28x FY19

Stock calls for 23 October 2019

Date Analyst Company Last Target Call Valuation
10/23/19 UOB Kay Hian Capitaland 3.62 3.8 Hold Buy @ $3.30
10/23/19 CIMB Capitamall Trust 2.62 2.64 Hold DDM
10/23/19 UOB Kay Hian City Developments 10.67 12 Buy
10/23/19 DMG & Partners Frasers Commercial Trust 1.64 1.65 Neutral DDM
10/23/19 DBS Vickers OCBC 10.71 11.5 Hold
10/23/19 Macquarie Venture 15.38 17 Outperform

Tuesday, October 22, 2019

Del Monte - Stock calls

Date Analyst Company Last Target Call Valuation
06/21/19 Lim & Tan Del Monte 0.12 0 Buy

DBS - Stock calls

Date Analyst Company Last Target Call Valuation
01/02/19 DMG & Partners DBS 23.69 29.8 Buy GGM, PB1.54x FY19
01/03/19 CIMB DBS 23.49 27 Hold PER10.7x FY20
01/03/19 JP Morgan DBS 23.49 29 Overweight
01/08/19 UOB Kay Hian DBS 23.75 28.5 Buy
01/08/19 Jefferies DBS 23.75 28.5 Buy
01/29/19 CIMB DBS 24.22 29 Add GGM, PB1.4x CY19
01/31/19 Kim Eng DBS 23.94 30.18 Buy DDM
02/01/19 phillip DBS 23.92 29.02 Buy
02/08/19 UOB Kay Hian DBS 24.33 28.5 Buy
02/12/19 Kim Eng DBS 24.36 30.18 Buy
02/18/19 DMG & Partners DBS 24.74 29.8 Buy
02/18/19 Lim & Tan DBS 24.74 0 Buy
02/19/19 Jefferies DBS 25.2 28.5 Buy
02/19/19 OCBC DBS 25.2 29.31 Buy
02/19/19 DMG & Partners DBS 25.2 28.8 Buy GGM, PB1.5x FY19
02/19/19 phillip DBS 25.2 29 Buy GGM, PB1.5x FY19
02/19/19 Kim Eng DBS 25.2 29.56 Buy DDM
02/19/19 CIMB DBS 25.2 29 Add GGM
02/19/19 UOB Kay Hian DBS 25.2 28.4 Buy
02/20/19 Macquarie DBS 25.1 27 Neutral PB
02/26/19 Amfrasers DBS 25.18 27.7 Buy RIM
03/04/19 phillip DBS 25.08 29 Buy
03/07/19 Kim Eng DBS 25.36 29.56 Buy
03/11/19 CIMB DBS 25.06 29 Add
03/13/19 DMG & Partners DBS 25.3 28.8 Buy GGM, PB1.5x FY19
03/26/19 OCBC DBS 25.12 29.31 Buy
04/01/19 UOB Kay Hian DBS 25.23 28.4 Buy
04/02/19 phillip DBS 25.59 29 Buy
04/10/19 DMG & Partners DBS 27 29.6 Buy PB1.43x FY20
04/11/19 CIMB DBS 26.97 29 Add
04/22/19 UOB Kay Hian DBS 27.4 30.3 Buy GGM, PB1.57x FY19
04/22/19 Kim Eng DBS 27.4 29.56 Buy
04/29/19 Lim & Tan DBS 27.41 0 Buy
04/29/19 Citibank DBS 27.41 31.1 Buy
04/30/19 Macquarie DBS 28.4 27 Neutral
04/30/19 phillip DBS 28.4 29 Accumulate GGM, PB1.5x FY19
04/30/19 OCBC DBS 28.4 29.18 Hold Buy @ $27.50 or lower
04/30/19 CIMB DBS 28.4 30 Add GGM, PB1.54x
04/30/19 DMG & Partners DBS 28.4 30.8 Buy PB1.5x FY20
04/30/19 Lim & Tan DBS 28.4 30 Hold
05/02/19 Amfrasers DBS 28.25 27.7 Hold
05/02/19 Jefferies DBS 28.25 31.5 Buy PER13.1x FY20
05/07/19 OCBC DBS 26.53 27.5 Hold
05/13/19 UOB Kay Hian DBS 26.55 30.5 Buy
05/13/19 Citibank DBS 26.55 27 Neutral
05/14/19 DMG & Partners DBS 26 30.8 Buy GGM, PB1.5x FY20
05/22/19 CIMB DBS 25.74 27.64 Hold
05/22/19 Kim Eng DBS 25.74 29.46 Buy
06/03/19 CIMB DBS 24.29 27.64 Hold
06/06/19 phillip DBS 24.27 29 Accumulate
06/13/19 UOB Kay Hian DBS 24.7 30.5 Buy
06/17/19 Kim Eng DBS 24.81 29.46 Buy
06/19/19 OCBC DBS 24.8 29.18 Buy Buy @ $27.50 or lower
07/01/19 Kim Eng DBS 25.96 29.46 Buy
07/01/19 UOB Kay Hian DBS 25.96 30.5 Buy GGM, PB1.59x FY19
07/02/19 OCBC DBS 26.6 29.2 Buy GGM, PB1.4x, PER14.7x
07/03/19 phillip DBS 26.5 29 Accumulate
07/08/19 DMG & Partners DBS 25.63 30.8 Buy PB1.5x FY20
07/12/19 DMG & Partners DBS 25.61 30.3 Buy PB1.47x FY20
07/29/19 Lim & Tan DBS 26.88 0 Buy
07/30/19 DMG & Partners DBS 26.54 28.3 Hold GGM, PB1.37x FY20
07/30/19 CIMB DBS 26.54 27.59 Hold GGM
07/30/19 Kim Eng DBS 26.54 28.05 Hold DDM
07/30/19 OCBC DBS 26.54 28 Hold
07/30/19 phillip DBS 26.54 30.9 Accumulate
07/30/19 UOB Kay Hian DBS 26.54 31.3 Buy
07/31/19 Macquarie DBS 26.49 25.8 Neutral PB
07/31/19 phillip DBS 26.49 27.6 Accumulate GGM, PB1.4x
08/23/19 DMG & Partners DBS 24.59 28.3 Neutral
08/29/19 Macquarie DBS 24.02 25.8 Neutral PB
09/05/19 phillip DBS 24.54 27.6 Accumulate
09/06/19 DMG & Partners DBS 24.63 25.3 Neutral GGM, PB1.23x FY20
09/26/19 Kim Eng DBS 24.73 28.05 Hold
09/27/19 CIMB DBS 24.82 27.59 Hold
10/01/19 UOB Kay Hian DBS 25 31.3 Buy
10/04/19 phillip DBS 24.57 27.6 Accumulate

Dasin Retail - Stock calls

Date Analyst Company Last Target Call Valuation
02/15/19 phillip Dasin Retail 0.885 0.95 Accumulate DDM
02/28/19 phillip Dasin Retail 0.885 0.94 Accumulate DDM, PB0.64x
05/15/19 phillip Dasin Retail 0.87 0.94 Accumulate DDM, PB0.6x
06/19/19 phillip Dasin Retail 0.88 0.94 Accumulate
07/22/19 phillip Dasin Retail 0.875 0.94 Accumulate
08/16/19 phillip Dasin Retail 0.87 0.94 Accumulate DDM, PB0.65x
09/24/19 phillip Dasin Retail 0.845 0.94 Accumulate
10/18/19 phillip Dasin Retail 0.845 0.94 Accumulate

Stock calls for 22 October 2019

Date Analyst Company Last Target Call Valuation
10/22/19 CIMB AEM 1.3 1.44 Add
10/22/19 OCBC ART 1.37 1.31 Hold
10/22/19 UOB Kay Hian Capitamall Trust 2.65 2.88 Buy DDM
10/22/19 OCBC Capitamall Trust 2.65 2.73 Hold
10/22/19 DMG & Partners Capitamall Trust 2.65 2.38 Neutral DDM
10/22/19 DBS Vickers Capitamall Trust 2.65 2.85 Buy
10/22/19 DMG & Partners Keppel Corp 5.84 7.8 Buy Sum of parts (13% disc)
10/22/19 Kim Eng Mapletree Logistics 1.66 1.6 Hold
10/22/19 OCBC Mapletree Logistics 1.66 1.41 Hold
10/22/19 CIMB Mapletree Logistics 1.66 1.55 Hold DDM

Monday, October 21, 2019

Dairy Farm - Stock calls

Date Analyst Company Last Target Call Valuation
03/04/19 DMG & Partners Dairy Farm 8.57 8.64 Neutral DCF
03/04/19 DBS Vickers Dairy Farm 8.57 8.44 Hold Sum of parts
03/06/19 CIMB Dairy Farm 8.33 8.54 Hold PER23.5x FY20
03/20/19 DMG & Partners Dairy Farm 7.41 8.25 Buy DCF
04/05/19 DMG & Partners Dairy Farm 8.14 8.25 Buy
05/30/19 DMG & Partners Dairy Farm 7.83 8.25 Neutral DCF
07/02/19 DMG & Partners Dairy Farm 7.29 8.25 Neutral
08/02/19 DBS Vickers Dairy Farm 7.38 7.99 Hold Sum of parts
08/05/19 DMG & Partners Dairy Farm 7.6 7.38 Neutral DCF
08/13/19 CIMB Dairy Farm 6.98 7.29 Hold
09/23/19 DMG & Partners Dairy Farm 6.65 6.63 Neutral DCF

CSE Global - Stock calls

Date Analyst Company Last Target Call Valuation
01/04/19 UOB Kay Hian CSE Global 0.385 0.59 Buy
01/07/19 DMG & Partners CSE Global 0.395 0.59 Buy DCF
01/11/19 Lim & Tan CSE Global 0.395 0 Buy
01/15/19 CIMB CSE Global 0.405 0.56 Add PER13.5x FY20
01/22/19 Amfrasers CSE Global 0.43 0.57 Buy
02/08/19 UOB Kay Hian CSE Global 0.455 0.59 Buy
02/22/19 DMG & Partners CSE Global 0.465 0.6 Buy DCF
02/22/19 CIMB CSE Global 0.465 0.6 Add PER13.5x FY19
02/22/19 UOB Kay Hian CSE Global 0.465 0.62 Buy
03/05/19 Amfrasers CSE Global 0.505 0.58 Buy
03/26/19 UOB Kay Hian CSE Global 0.54 0.62 Buy
03/26/19 DMG & Partners CSE Global 0.54 0.61 Buy DCF
03/26/19 CIMB CSE Global 0.54 0.6 Add
04/02/19 Lim & Tan CSE Global 0.545 0 Buy
05/07/19 DMG & Partners CSE Global 0.475 0.61 Buy DCF, PER13.7x FY19
05/07/19 Lim & Tan CSE Global 0.475 0 Buy
05/09/19 UOB Kay Hian CSE Global 0.485 0.62 Buy
05/21/19 Amfrasers CSE Global 0.49 0.58 Buy Sum of parts, PER12.5x FY19, PB2.1x FY19
05/28/19 CIMB CSE Global 0.475 0.6 Add
06/06/19 DMG & Partners CSE Global 0.48 0.61 Buy
08/15/19 Lim & Tan CSE Global 0.435 0 Buy
08/16/19 DMG & Partners CSE Global 0.44 0.61 Buy DCF
08/16/19 UOB Kay Hian CSE Global 0.44 0.62 Buy
08/29/19 CIMB CSE Global 0.425 0.6 Add PER13.5x FY20
09/03/19 Lim & Tan CSE Global 0.44 0 Buy
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
09/06/19 DBS Vickers CSE Global 0.47 0.65 Buy PER12x FY20
09/09/19 CIMB CSE Global 0.465 0.68 Add
09/10/19 Amfrasers CSE Global 0.46 0.64 Outperform Sum of parts, PER12x, PB2x
10/02/19 DMG & Partners CSE Global 0.46 0.69 Buy
10/11/19 UOB Kay Hian CSE Global 0.465 0.65 Buy

Cromwell Reit (EUR) - Stock calls

Date Analyst Company Last Target Call Valuation
03/15/19 DBS Vickers Cromwell Reit (EUR) 0.49 0.59 Buy DCF
06/24/19 Lim & Tan Cromwell Reit (EUR) 0.505 0 Hold

Stock calls for 21 October 2019

Date Analyst Company Last Target Call Valuation
10/21/19 Phillip JEP 0.162 0.2 Buy PER10x FY19
10/21/19 Amfrasers Keppel Corp 5.84 7.44 Overweight Sum of parts
10/21/19 OCBC Keppel Corp 5.84 7.58 Buy
10/21/19 UOB Kay Hian SPH 2.15 2.25 Hold Sum of parts, Buy @ $2
10/21/19 DBS Vickers SPH 2.15 2.19 Hold Sum of parts
10/21/19 CIMB Venture 15.35 16.28 Add

Saturday, October 19, 2019

Baltic dry index - 1855

Today, Friday, October 18 2019, the Baltic Dry Index decreased by 6 points, reaching 1855 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.

US rig count - 851


Related stock: Keppel Corp, Sembcorp Marine & Cosco.

Friday, October 18, 2019

Comfortdelgro - Stock calls

Date Analyst Company Last Target Call Valuation
01/25/19 DBS Vickers Comfortdelgro 2.24 2.56 Buy
02/01/19 CIMB Comfortdelgro 2.33 2.74 Add DCF
02/08/19 UOB Kay Hian Comfortdelgro 2.36 2.59 Buy PER16.8x FY19
02/08/19 DBS Vickers Comfortdelgro 2.36 2.56 Buy
02/14/19 phillip Comfortdelgro 2.38 2.72 Accumulate DCF, PER18.5x FY19
02/14/19 UOB Kay Hian Comfortdelgro 2.38 2.66 Buy PER16.8x FY19
02/14/19 OCBC Comfortdelgro 2.38 2.38 Hold
02/14/19 DMG & Partners Comfortdelgro 2.38 2.65 Buy
02/14/19 DBS Vickers Comfortdelgro 2.38 2.57 Buy DCF & PER16x FY19
02/19/19 Amfrasers Comfortdelgro 2.41 2.77 Buy PER19x FY19
03/04/19 Kim Eng Comfortdelgro 2.43 2.45 Hold DCF
03/08/19 CIMB Comfortdelgro 2.41 2.74 Add DCF
03/22/19 UOB Kay Hian Comfortdelgro 2.54 2.77 Buy PER17.5x FY20
04/03/19 DMG & Partners Comfortdelgro 2.59 2.65 Take Profit Buy below $2.50
04/16/19 OCBC Comfortdelgro 2.63 2.63 Hold DCF
04/30/19 CIMB Comfortdelgro 2.69 2.88 Add DCF, PER18.1x FY20
05/08/19 CIMB Comfortdelgro 2.61 2.88 Add DCF
05/15/19 DMG & Partners Comfortdelgro 2.57 2.65 Take Profit
05/15/19 OCBC Comfortdelgro 2.57 2.69 Hold
05/15/19 UOB Kay Hian Comfortdelgro 2.57 2.77 Buy
05/16/19 DBS Vickers Comfortdelgro 2.52 2.59 Hold DCF, PER17.7x, Buy @ $2.40
05/16/19 Kim Eng Comfortdelgro 2.52 2.4 Hold
05/16/19 Amfrasers Comfortdelgro 2.52 2.77 Buy PER19x FY19
05/17/19 phillip Comfortdelgro 2.54 2.72 Accumulate DCF, PER16.8x FY19
05/28/19 CIMB Comfortdelgro 2.45 2.82 Add
06/12/19 UOB Kay Hian Comfortdelgro 2.55 2.77 Buy
06/18/19 DMG & Partners Comfortdelgro 2.58 2.65 Neutral DCF & FCF
07/10/19 Kim Eng Comfortdelgro 2.84 2.76 Hold DCF
07/10/19 UOB Kay Hian Comfortdelgro 2.84 3.08 Buy PER19.5x FY20
07/11/19 Amfrasers Comfortdelgro 2.82 2.77 Neutral PER19x FY19
07/15/19 phillip Comfortdelgro 2.81 2.99 Accumulate DCF
07/22/19 DMG & Partners Comfortdelgro 2.8 2.65 Neutral DCF
08/14/19 CIMB Comfortdelgro 2.62 2.78 Add DCF
08/14/19 DMG & Partners Comfortdelgro 2.62 2.55 Neutral DCF
08/14/19 OCBC Comfortdelgro 2.62 2.91 Hold
08/14/19 phillip Comfortdelgro 2.62 2.99 Accumulate DCF, PER18.6x FY19
08/14/19 UOB Kay Hian Comfortdelgro 2.62 2.95 Buy
08/14/19 DBS Vickers Comfortdelgro 2.62 2.59 Hold
08/15/19 Amfrasers Comfortdelgro 2.51 2.77 Neutral PER19x FY19
08/15/19 CIMB Comfortdelgro 2.51 2.78 Add
09/04/19 DBS Vickers Comfortdelgro 2.46 2.59 Hold
09/19/19 DMG & Partners Comfortdelgro 2.45 2.55 Neutral DCF
10/02/19 Kim Eng Comfortdelgro 2.41 2.76 Buy DCF
10/09/19 UOB Kay Hian Comfortdelgro 2.42 2.95 Buy
10/09/19 DBS Vickers Comfortdelgro 2.42 2.59 Hold

CNMC - Stock calls

Date Analyst Company Last Target Call Valuation
03/01/19 phillip CNMC 0.225 0.31 Buy DCF
03/12/19 Tayrona CNMC 0.21 0.31 Overweight
05/22/19 phillip CNMC 0.2 0.31 Buy DCF
08/19/19 phillip CNMC 0.3 0.33 Accumulate DCF

Clearbridge - Stock calls

Date Analyst Company Last Target Call Valuation
04/01/19 phillip Clearbridge 0.142 0.28 Buy DCF
05/30/19 phillip Clearbridge 0.149 0.28 Buy DCF
09/06/19 phillip Clearbridge 0.142 0.26 Buy DCF

Stock calls for 18 October 2019

Date Analyst Company Last Target Call Valuation
10/18/19 Phillip A-Reit 3.13 3.31 Accumulate
10/18/19 phillip Cache Logistics 0.73 0.75 Neutral
10/18/19 Phillip CapitaCommercial 2.05 2.18 Neutral
10/18/19 Phillip Capitamall Trust 2.63 2.68 Neutral
10/18/19 Phillip CapitaRetail China 1.53 1.66 Accumulate
10/18/19 Credit Suisse City Developments 10.39 11.6 Outperform
10/18/19 phillip Dasin Retail 0.845 0.94 Accumulate
10/18/19 phillip EC World Reit 0.735 0.87 Buy
10/18/19 Phillip Frasers Centrepoint Trust 2.77 2.77 Accumulate
10/18/19 CIMB Keppel Corp 5.96 8.36 Add Sum of parts
10/18/19 DMG & Partners Keppel Corp 5.96 7.18 Buy Sum of parts
10/18/19 Lim & Tan Keppel Corp 5.96 0 Hold
10/18/19 DBS Vickers Keppel Corp 5.96 7.5 Buy Sum of parts, PB1.2x FY19
10/18/19 Phillip Mapletree Industrial 2.57 2.06 Neutral
10/18/19 DBS Vickers Netlink 0.91 0.95 Buy
10/18/19 CIMB Singtel 3.16 3.6 Add
10/18/19 DBS Vickers Soilbuild Reit 0.525 0.55 Hold DCF
10/18/19 OCBC Soilbuild Reit 0.525 0.52 Hold
10/18/19 Amfrasers Soilbuild Reit 0.525 0.58 Neutral
10/18/19 DBS Vickers Starhub 1.28 1.55 Hold

Thursday, October 17, 2019

Is Catalan the next Hong Kong?

https://sg.news.yahoo.com/spain-pm-holds-emergency-talks-over-violent-catalan-110542018.html

Let's see whether the western countries will support the Catalan protestors like they've supported HK protestors.

My answer is No!  The west will nominate the HK protestors for the Nobel Peace Prize but will just keep mum about the Catalan protestors.