Date | Analyst | Company | Last | Target | Call | Valuation |
02/12/19 | Amfrasers | Japan Foods | 0.415 | 0.57 | Hold | DCF |
03/08/19 | DMG & Partners | Japan Foods | 0.43 | 0.45 | Neutral | |
04/05/19 | DMG & Partners | Japan Foods | 0.435 | 0.45 | Neutral | |
05/22/19 | Amfrasers | Japan Foods | 0.44 | 0.55 | Neutral | DCF |
05/23/19 | DMG & Partners | Japan Foods | 0.44 | 0.4 | Hold | |
06/06/19 | DMG & Partners | Japan Foods | 0.43 | 0.4 | Neutral | |
08/22/19 | DMG & Partners | Japan Foods | 0.435 | 0.4 | Neutral | Sum of parts |
11/08/19 | DMG & Partners | Japan Foods | 0.435 | 0.4 | Neutral | Sum of parts |
11/11/19 | Amfrasers | Japan Foods | 0.425 | 0.46 | Neutral |
Friday, November 15, 2019
Japan Foods - Stock calls
Stock calls for 15 November 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
11/15/19 | Amfrasers | Accordia Golf Trust | 0.61 | 0.67 | Outperform | |
11/15/19 | OCBC | Golden Agri | 0.245 | 0.26 | Hold | |
11/15/19 | DBS Vickers | MM2 Asia | 0.285 | 0.3 | Hold | Sum of parts, PER12.8x FY20 |
11/15/19 | DBS Vickers | OUE Commercial | 0.54 | 0.6 | Buy | DCF |
11/15/19 | UOB Kay Hian | Propnex | 0.525 | 0.62 | Buy | |
11/15/19 | OCBC | Sembcorp Industries | 2.29 | 2.51 | Hold | Sum of parts |
11/15/19 | DMG & Partners | Sembcorp Industries | 2.29 | 2.68 | Buy | Sum of parts (20% discount), PER10x FY20 |
11/15/19 | Macquarie | Sembcorp Marine | 1.28 | 1.4 | Neutral | DCF |
11/15/19 | DBS Vickers | Sembcorp Marine | 1.28 | 1.4 | Hold | PB1.3x FY20 |
11/15/19 | DBS Vickers | Silverlake | 0.44 | 0.57 | Buy | PER21x FY20 |
11/15/19 | Lim & Tan | Singtel | 3.3 | 0 | Hold | |
11/15/19 | DMG & Partners | Talkmed | 0.505 | 0.62 | Buy | DCF |
11/15/19 | DBS Vickers | Yoma | 0.375 | 0.5 | Buy | RNAV (45% discount) |
HK rioters can kill ordinary citizen but police cannot kill any rioter.
https://www.channelnewsasia.com/news/asia/hong-kong-protests-elderly-man-injured-by-brick-dies-12095948
The HK rioters are insane now. They're attacking ordinary residents to the extent that they're not afraid to kill anybody.
The HK rioters are insane now. They're attacking ordinary residents to the extent that they're not afraid to kill anybody.
The aftermath of Mapletree NAC's mall in HK.
Is this a protest for democracy or destruction?
How did UK deal with riots in HK in 1967?
https://en.wikipedia.org/wiki/Hong_Kong_1967_leftist_riots
The current HK riot is not the first in HK history. There was a leftist riot in HK in 1967 under the UK ruling.
In 1967, HK had about 3m population and 51 people were killed and close to 5,000 people were arrested.
In 2019, HK has about 7.5m population. If the HK police were not restrained under China ruling, more people would have to die and more would be arrested. If HK was still under the UK ruling, at least 100 people would die and 10,000 people would be arrested.
Therefore, Hongkongers should be thankful that they're under China's ruling now.
The current HK riot is not the first in HK history. There was a leftist riot in HK in 1967 under the UK ruling.
In 1967, HK had about 3m population and 51 people were killed and close to 5,000 people were arrested.
In 2019, HK has about 7.5m population. If the HK police were not restrained under China ruling, more people would have to die and more would be arrested. If HK was still under the UK ruling, at least 100 people would die and 10,000 people would be arrested.
Therefore, Hongkongers should be thankful that they're under China's ruling now.
The HK riots rationalize the Tiananmen incident.
The violent riots and protests in HK have changed the mindsets of Chinese in China. What the Chinese had seen in HK recently had reinforced their belief that the communist party had done the right thing for the Tiananmen incident because they would suffer hardships and couldn't walk safely on the street if there was no violent crackdown by the communist party.
When the government and police are weak, the rioters and protestors will rule the streets and ordinary citizens cannot live a peaceful and orderly life. The ordinary citizens have lost their freedom to go out for fear of being beaten up and burnt, and they cannot go to work to support their livelihoods.
The tourism industry is severely disrupted and affected by such violent acts.
https://www3.nhk.or.jp/nhkworld/en/news/20191112_06/
Once again, I would like to urge Singaporeans to be very careful in HK because we're being specifically targeted.
When the government and police are weak, the rioters and protestors will rule the streets and ordinary citizens cannot live a peaceful and orderly life. The ordinary citizens have lost their freedom to go out for fear of being beaten up and burnt, and they cannot go to work to support their livelihoods.
The tourism industry is severely disrupted and affected by such violent acts.
https://www3.nhk.or.jp/nhkworld/en/news/20191112_06/
Once again, I would like to urge Singaporeans to be very careful in HK because we're being specifically targeted.
Thursday, November 14, 2019
Singaporeans, please be very careful in HK!
https://sg.news.yahoo.com/dbs-branch-in-hong-kong-vandalised-with-vulgar-messages-directed-at-pm-lee-pap-091705028.html
HK DBS was targeted and PM Lee and PAP were named as the cause.
Singaporeans have to be extremely careful in HK since we'll be specifically targeted because of PM Lee and PAP.
HK DBS was targeted and PM Lee and PAP were named as the cause.
Singaporeans have to be extremely careful in HK since we'll be specifically targeted because of PM Lee and PAP.
Jadason - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/02/19 | CIMB | Jadason | 0.02 | 0.066 | Add | |
05/13/19 | CIMB | Jadason | 0.038 | 0.059 | Add | PB1x CY19 |
ISOTeam - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/18/19 | DMG & Partners | ISOTeam | 0.22 | 0.23 | Neutral | DCF |
05/15/19 | DMG & Partners | ISOTeam | 0.22 | 0.29 | Buy | DCF |
06/06/19 | DMG & Partners | ISOTeam | 0.23 | 0.29 | Buy | |
07/11/19 | UOB Kay Hian | ISOTeam | 0.245 | 0.3 | Buy | PER12.4x FY20 |
07/25/19 | DMG & Partners | ISOTeam | 0.245 | 0.31 | Buy | DCF |
07/25/19 | UOB Kay Hian | ISOTeam | 0.245 | 0.34 | Buy | PER12.4x FY20 |
08/29/19 | UOB Kay Hian | ISOTeam | 0.23 | 0.34 | Buy | |
08/29/19 | DMG & Partners | ISOTeam | 0.23 | 0.31 | Buy | DCF |
09/23/19 | UOB Kay Hian | ISOTeam | 0.225 | 0.34 | Buy | |
09/25/19 | DMG & Partners | ISOTeam | 0.235 | 0.31 | Buy | DCF |
10/15/19 | DMG & Partners | ISOTeam | 0.225 | 0.31 | Buy |
ISDN - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
05/23/19 | CIMB | ISDN | 0.215 | 0.32 | Add | PER10x CY20 |
07/01/19 | CIMB | ISDN | 0.235 | 0.32 | Add | |
08/19/19 | CIMB | ISDN | 0.192 | 0.27 | Add |
Stock calls for 14 November 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
11/14/19 | CIMB | APAC Realty | 0.515 | 0.66 | Add | DCF |
11/14/19 | DMG & Partners | APAC Realty | 0.515 | 0.6 | Buy | DCF |
11/14/19 | DBS Vickers | APAC Realty | 0.515 | 0.46 | Hold | PER12x FY20 |
11/14/19 | DMG & Partners | Centurion | 0.42 | 0.43 | Neutral | DCF |
11/14/19 | DBS Vickers | Centurion | 0.42 | 0.52 | Buy | DCF |
11/14/19 | DMG & Partners | City Developments | 10.47 | 10.5 | Neutral | RNAV (40% discount) |
11/14/19 | Kim Eng | Comfortdelgro | 2.38 | 2.7 | Buy | DCF |
11/14/19 | DMG & Partners | Comfortdelgro | 2.38 | 2.38 | Neutral | DCF |
11/14/19 | UOB Kay Hian | Comfortdelgro | 2.38 | 2.27 | Hold | Buy @ $2 |
11/14/19 | DBS Vickers | Comfortdelgro | 2.38 | 2.48 | Hold | Sum of parts, PER17.8x FY20 |
11/14/19 | CIMB | Comfortdelgro | 2.38 | 2.28 | Hold | DCF |
11/14/19 | DBS Vickers | Delfi | 0.96 | 1.51 | Buy | PER23.1x FY20 |
11/14/19 | DMG & Partners | Fu Yu | 0.225 | 0.24 | Buy | DCF |
11/14/19 | Lim & Tan | Fu Yu | 0.225 | 0 | Buy | |
11/14/19 | DMG & Partners | Golden Agri | 0.265 | 0.25 | Neutral | Sum of parts |
11/14/19 | Amfrasers | IFS Capital | 0.225 | 0.3 | Outperform | PB0.6x FY20 |
11/14/19 | DMG & Partners | Oxley | 0.345 | 0.43 | Buy | RNAV (45% discount) |
11/14/19 | DBS Vickers | SATS | 4.99 | 5.06 | Hold | DCF & PER22x FY21 |
11/14/19 | DMG & Partners | Sembcorp Marine | 1.29 | 1.6 | Buy | PB1.47x FY20 |
11/14/19 | UOB Kay Hian | Sembcorp Marine | 1.29 | 1.17 | Sell | |
11/14/19 | CIMB | Sembcorp Marine | 1.29 | 1.26 | Hold | PB1.2x CY21 |
11/14/19 | DMG & Partners | Valuetronics | 0.725 | 0.81 | Buy | DCF |
11/14/19 | Kim Eng | Valuetronics | 0.725 | 0.98 | Buy | PB2x FY20 |
11/14/19 | UOB Kay Hian | Valuetronics | 0.725 | 0.91 | Buy | PER12x |
11/14/19 | DBS Vickers | Wilmar | 3.96 | 4.35 | Buy | Sum of parts, PER16.3x FY20 |
Wednesday, November 13, 2019
Mapletree NAC trust's mall was wrecked by rioters in HK.
https://sg.news.yahoo.com/hong-kong-protesters-trash-mapletree-mall-christmas-tree-051541117.html
Mapletree has to renovate this mall but the rioters will come back to wreck it again.
This renovation decision is a difficult one because the rioters will come back again. Big headache!
Mapletree has to renovate this mall but the rioters will come back to wreck it again.
This renovation decision is a difficult one because the rioters will come back again. Big headache!
Interra Resources - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
10/10/19 | SAC Advisors | Interra Resources | 0.026 | 0.089 | Buy | EV/IP reserves 6.4x |
Innotek - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
08/14/19 | Lim & Tan | Innotek | 0.5 | 0 | Buy on weakness |
Indofood Agri - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/01/19 | DBS Vickers | Indofood Agri | 0.2 | 0.19 | Hold | DCF |
04/12/19 | DBS Vickers | Indofood Agri | 0.28 | 0.19 | Accept offer | offer price $0.28 |
05/02/19 | DBS Vickers | Indofood Agri | 0.28 | 0.19 | Accept offer | offer price $0.28 |
07/16/19 | DBS Vickers | Indofood Agri | 0.325 | 0.33 | Hold | |
08/05/19 | DBS Vickers | Indofood Agri | 0.32 | 0.29 | Hold | DCF |
Stock calls for 13 November 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
11/13/19 | DBS Vickers | Bumitama | 0.62 | 0.72 | Buy | DCF |
11/13/19 | Kim Eng | Bumitama | 0.62 | 0.8 | Buy | |
11/13/19 | UOB Kay Hian | City Developments | 10.67 | 12 | Buy | |
11/13/19 | DMG & Partners | Delfi | 0.955 | 1.68 | Buy | DCF |
11/13/19 | Kim Eng | First Resources | 1.78 | 1.86 | Hold | PER18x FY20 |
11/13/19 | UOB Kay Hian | First Resources | 1.78 | 1.85 | Buy | |
11/13/19 | DBS Vickers | First Resources | 1.78 | 1.95 | Buy | DCF |
11/13/19 | UOB Kay Hian | SATS | 5.09 | 5.3 | Buy | |
11/13/19 | OCBC | Sembcorp Marine | 1.34 | 1.24 | Sell | |
11/13/19 | DMG & Partners | Singapore Medical | 0.325 | 0.36 | Neutral | DCF |
11/13/19 | DBS Vickers | UMS | 0.81 | 1 | Buy | PER13x FY20 |
11/13/19 | OCBC | UOL | 7.91 | 9.25 | Buy | |
11/13/19 | Lim & Tan | UOL | 7.91 | 0 | Buy on weakness | |
11/13/19 | DMG & Partners | Wilmar | 3.85 | 4.75 | Buy | Sum of parts |
The French police beat up Catalan protestors.
https://www.washingtonpost.com/world/europe/french-police-clear-protesters-at-spanish-border-crossing/2019/11/12/ae1d91d2-052f-11ea-9118-25d6bd37dfb1_story.html
French supported the HK protestors and accused the HK police of using excessive force. How times have changed so fast!
The French police also used baton and pepper spray against the Catalan protestors. Please don't forget that the HK protestors support the Catalan protestors. How could the french police use excessive force against Catalan protestors when the French condemned HK police brutality against the HK protestors?
The French police should stop bullying and abusing the Catalan protestors when the French were condemning the same police act in HK.
French supported the HK protestors and accused the HK police of using excessive force. How times have changed so fast!
The French police also used baton and pepper spray against the Catalan protestors. Please don't forget that the HK protestors support the Catalan protestors. How could the french police use excessive force against Catalan protestors when the French condemned HK police brutality against the HK protestors?
The French police should stop bullying and abusing the Catalan protestors when the French were condemning the same police act in HK.
Tuesday, November 12, 2019
IHH Healthcare - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/17/19 | Kim Eng | IHH Healthcare | 1.86 | 2.13 | Buy | Sum of parts, Ringgit $6.45 target price |
03/01/19 | Kim Eng | IHH Healthcare | 1.85 | 2.29 | Buy | Sum of parts, Ringgit $6.90 target |
05/31/19 | UOB Kay Hian | IHH Healthcare | 1.79 | 2.07 | Buy | Ringgit $6.30 target price, PER32.8x FY2020 |
06/12/19 | CIMB | IHH Healthcare | 1.84 | 2.09 | Add | Ringgit $6.37 target price |
07/31/19 | Kim Eng | IHH Healthcare | 1.88 | 2.16 | Buy | Sum of parts, Ringgit $6.50 target price |
09/09/19 | Kim Eng | IHH Healthcare | 1.85 | 2.1 | Hold | Sum of parts, Ringgit $6.30 target price |
IFS Capital - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/15/19 | Amfrasers | IFS Capital | 0.225 | 0.29 | Buy | PB0.7x FY18 |
08/26/19 | Amfrasers | IFS Capital | 0.22 | 0.3 | Outperform | PB0.6x FY20 |
Ifast Corp - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/21/19 | DBS Vickers | Ifast Corp | 1.11 | 1.19 | Hold | DDM |
04/30/19 | DBS Vickers | Ifast Corp | 1.12 | 1.05 | Hold | DDM |
07/30/19 | DBS Vickers | Ifast Corp | 1.1 | 1.05 | Hold | DDM |
11/01/19 | DBS Vickers | Ifast Corp | 1.01 | 1.05 | Hold | DDM |
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