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Wednesday, November 20, 2019

Koufu - Stock calls

Date Analyst Company Last Target Call Valuation
02/27/19 DBS Vickers Koufu 0.63 0.8 Buy PER17x FY19
03/08/19 UOB Kay Hian Koufu 0.67 0.95 Buy PER18.1x FY19
03/08/19 Lim & Tan Koufu 0.67 0.85 Buy PER18x FY19
04/08/19 UOB Kay Hian Koufu 0.805 0.95 Buy
05/07/19 DBS Vickers Koufu 0.77 0.8 Hold PER17x FY19
05/09/19 UOB Kay Hian Koufu 0.75 0.95 Buy
06/13/19 UOB Kay Hian Koufu 0.675 0.95 Buy
06/28/19 DBS Vickers Koufu 0.675 0.85 Buy PER17x FY19
07/03/19 UOB Kay Hian Koufu 0.72 0.95 Buy
08/08/19 UOB Kay Hian Koufu 0.71 0.95 Buy
08/08/19 DBS Vickers Koufu 0.71 0.88 Buy PER17x FY20
10/01/19 UOB Kay Hian Koufu 0.72 0.95 Buy
10/01/19 DBS Vickers Koufu 0.72 0.88 Buy
11/05/19 DBS Vickers Koufu 0.755 0.88 Buy PER17x FY20
11/06/19 UOB Kay Hian Koufu 0.77 0.95 Buy

Kimly - Stock calls

Date Analyst Company Last Target Call Valuation
01/07/19 DMG & Partners Kimly 0.24 0.27 Neutral
02/14/19 DMG & Partners Kimly 0.245 0.24 Neutral DCF
04/05/19 DMG & Partners Kimly 0.24 0.24 Neutral
05/09/19 DMG & Partners Kimly 0.245 0.23 Neutral DCF
06/06/19 DMG & Partners Kimly 0.23 0.23 Neutral
08/13/19 DMG & Partners Kimly 0.235 0.23 Neutral DCF
10/15/19 DMG & Partners Kimly 0.225 0.23 Neutral

Keppel Reit - Stock calls

Date Analyst Company Last Target Call Valuation
01/22/19 DBS Vickers Keppel Reit 1.18 1.31 Buy DCF
01/22/19 CIMB Keppel Reit 1.18 1.34 Add DDM
01/22/19 DMG & Partners Keppel Reit 1.18 1.06 Neutral DDM
01/28/19 UOB Kay Hian Keppel Reit 1.18 1.35 Buy
03/07/19 UOB Kay Hian Keppel Reit 1.28 1.35 Buy DDM
03/18/19 DMG & Partners Keppel Reit 1.23 1.06 Neutral
04/01/19 UOB Kay Hian Keppel Reit 1.29 1.35 Buy DDM
04/18/19 DMG & Partners Keppel Reit 1.24 1.12 Neutral DDM
04/18/19 DBS Vickers Keppel Reit 1.24 1.38 Buy DCF
04/18/19 Lim & Tan Keppel Reit 1.24 0 Hold
04/24/19 UOB Kay Hian Keppel Reit 1.21 1.37 Buy DDM
04/24/19 DBS Vickers Keppel Reit 1.21 1.4 Buy DCF
04/25/19 CIMB Keppel Reit 1.23 1.34 Add DDM
05/30/19 UOB Kay Hian Keppel Reit 1.21 1.37 Buy
07/04/19 DMG & Partners Keppel Reit 1.28 1.12 Neutral
07/16/19 CIMB Keppel Reit 1.26 1.41 Add DDM
07/16/19 DMG & Partners Keppel Reit 1.26 1.2 Neutral DDM
07/16/19 UOB Kay Hian Keppel Reit 1.26 1.37 Buy
07/16/19 DBS Vickers Keppel Reit 1.26 1.45 Buy DCF
07/16/19 Lim & Tan Keppel Reit 1.26 0 Hold
08/06/19 DBS Vickers Keppel Reit 1.2 1.45 Buy
08/27/19 UOB Kay Hian Keppel Reit 1.24 1.21 Hold Buy @ $1.1
10/02/19 DBS Vickers Keppel Reit 1.26 1.45 Buy DCF
10/02/19 DMG & Partners Keppel Reit 1.26 1.23 Neutral DDM
10/17/19 CIMB Keppel Reit 1.24 1.35 Add DDM
10/17/19 UOB Kay Hian Keppel Reit 1.24 1.2 Hold DDM, Buy @ $1.1
10/17/19 Lim & Tan Keppel Reit 1.24 0 Hold

Stock calls for 20 November 2019

Date Analyst Company Last Target Call Valuation
11/20/19 Amfrasers Comfortdelgro 2.36 2.61 Outperform PER19x FY20
11/20/19 DMG & Partners Hyphens Pharma 0.21 0.25 Buy DCF
11/20/19 CIMB Japfa 0.61 0.7 Add
11/20/19 CIMB Sasseur 0.85 0.94 Add
11/20/19 UOB Kay Hian Unusual 0.305 0.44 Buy

Tuesday, November 19, 2019

Keppel Pacific - Stock calls

Date Analyst Company Last Target Call Valuation
01/02/19 DBS Vickers Keppel Pacific 0.61 0.78 Buy DCF
01/28/19 DBS Vickers Keppel Pacific 0.68 0.8 Buy DCF
04/03/19 DBS Vickers Keppel Pacific 0.705 0.8 Buy
06/06/19 DBS Vickers Keppel Pacific 0.74 0.8 Buy
06/17/19 DBS Vickers Keppel Pacific 0.75 0.9 Buy DCF
07/12/19 DMG & Partners Keppel Pacific 0.79 0.88 Buy DDM
07/18/19 DBS Vickers Keppel Pacific 0.82 0.9 Buy
09/06/19 DMG & Partners Keppel Pacific 0.74 0.88 Buy DDM
09/09/19 DBS Vickers Keppel Pacific 0.75 0.9 Buy
10/16/19 DBS Vickers Keppel Pacific 0.76 0.9 Buy DCF
10/16/19 DMG & Partners Keppel Pacific 0.76 0.88 Buy DDM

Keppel Infrastructure - Stock calls

Date Analyst Company Last Target Call Valuation
01/23/19 DBS Vickers Keppel Infrastructure 0.515 0.58 Buy DDM
03/15/19 Lim & Tan Keppel Infrastructure 0.485 0 Hold
04/16/19 DBS Vickers Keppel Infrastructure 0.48 0.58 Buy DDM
07/16/19 DBS Vickers Keppel Infrastructure 0.505 0.58 Buy DDM
10/15/19 DBS Vickers Keppel Infrastructure 0.545 0.58 Buy

Keppel DC Reit - Stock calls

Date Analyst Company Last Target Call Valuation
01/04/19 Phillip Keppel DC Reit 1.36 1.45 Accumulate
01/23/19 Phillip Keppel DC Reit 1.44 1.52 Accumulate DDM
01/23/19 CIMB Keppel DC Reit 1.44 1.51 Add DDM
01/23/19 OCBC Keppel DC Reit 1.44 1.6 Buy
01/23/19 DBS Vickers Keppel DC Reit 1.44 1.6 Buy DCF
02/15/19 Phillip Keppel DC Reit 1.45 1.52 Accumulate
03/12/19 OCBC Keppel DC Reit 1.44 1.6 Buy
04/08/19 Amfrasers Keppel DC Reit 1.47 1.62 Buy DDM
04/09/19 CIMB Keppel DC Reit 1.48 1.54 Add DDM
04/16/19 OCBC Keppel DC Reit 1.49 1.64 Buy
04/16/19 Lim & Tan Keppel DC Reit 1.49 0 Hold
04/18/19 Phillip Keppel DC Reit 1.49 1.59 Accumulate DDM, PB1.37x FY19
05/02/19 Amfrasers Keppel DC Reit 1.51 1.62 Buy
06/19/19 Phillip Keppel DC Reit 1.64 1.59 Accumulate
07/10/19 CIMB Keppel DC Reit 1.67 1.54 Add
07/17/19 OCBC Keppel DC Reit 1.71 1.93 Buy
07/17/19 DBS Vickers Keppel DC Reit 1.71 1.9 Buy DCF
07/18/19 Phillip Keppel DC Reit 1.73 1.71 Hold DDM
07/18/19 CIMB Keppel DC Reit 1.73 1.67 Hold DDM
07/23/19 Amfrasers Keppel DC Reit 1.75 1.71 Neutral
07/26/19 OCBC Keppel DC Reit 1.71 1.93 Hold
08/26/19 Phillip Keppel DC Reit 1.74 1.71 Neutral
09/17/19 OCBC Keppel DC Reit 1.8 2.08 Buy DDM
09/17/19 Amfrasers Keppel DC Reit 1.8 1.95 Outperform
09/18/19 CIMB Keppel DC Reit 1.93 1.82 Hold DDM
09/19/19 Phillip Keppel DC Reit 1.97 2 Accumulate DDM
10/08/19 DBS Vickers Keppel DC Reit 1.9 2.2 Buy DCF
10/16/19 CIMB Keppel DC Reit 1.99 1.88 Hold DDM
10/16/19 Phillip Keppel DC Reit 1.99 2.06 Accumulate DDM
10/16/19 Lim & Tan Keppel DC Reit 1.99 0 Hold
10/17/19 Amfrasers Keppel DC Reit 2 2.11 Outperform
10/17/19 OCBC Keppel DC Reit 2 2.08 Hold

Stock calls for 19 November 2019

Date Analyst Company Last Target Call Valuation
11/19/19 Lim & Tan Ho Bee 2.34 0 Buy
11/19/19 OCBC OUE Commercial 0.545 0.535 Hold
11/19/19 CIMB OUE Commercial 0.545 0.57 Hold DDM
11/19/19 phillip SATS 5.07 5.36 Accumulate DCF
11/19/19 OCBC SATS 5.07 5.28 Hold
11/19/19 DMG & Partners Unusual 0.295 0.42 Buy DCF

Monday, November 18, 2019

Ordinary HK citizens are coming out to protect their communities.

Ordinary HK citizens have had enough of the black tees' riots.  They want their normal lives back now because they don't want the pseudo-democracy propagated by the black tees.  Cheers!

HSBC shut down another bank account that was used to fund HK protests.

https://sg.finance.yahoo.com/news/hsbc-cites-rules-as-protestlinked-account-reportedly-shut-084246829.html

These HK rioters still insist that their protests are leaderless.  It is very obvious that someone is funding them.

HSBC has made it more difficult for these HK rioters to continue their protests because they can't get paid for all the troubles they've created.

Keppel Corp - Stock calls

Date Analyst Company Last Target Call Valuation
01/04/19 OCBC Keppel Corp 5.81 7.25 Buy Sum of parts
01/10/19 DIR Keppel Corp 6.18 7.15 Buy Cut from $7.86, Sum of parts
01/23/19 CIMB Keppel Corp 6.17 8.28 Add
01/25/19 OCBC Keppel Corp 6.13 7.55 Buy
01/25/19 CIMB Keppel Corp 6.13 8.41 Add Sum of parts
01/28/19 Lim & Tan Keppel Corp 6.2 0 Hold
01/29/19 Amfrasers Keppel Corp 6.14 7.5 Hold
01/29/19 Macquarie Keppel Corp 6.14 8.2 Outperform Sum of parts
02/21/19 CIMB Keppel Corp 6.32 8.41 Add Sum of parts
03/12/19 Lim & Tan Keppel Corp 6.1 0 Hold
03/26/19 CIMB Keppel Corp 6.17 8.41 Add
04/15/19 CIMB Keppel Corp 6.62 8.41 Add Sum of parts
04/22/19 OCBC Keppel Corp 6.74 7.83 Buy
04/22/19 Lim & Tan Keppel Corp 6.74 0 Hold
05/08/19 CIMB Keppel Corp 6.72 8.41 Add Sum of parts
06/10/19 DMG & Partners Keppel Corp 6.05 7.33 Buy Sum of parts, Cut from $7.92
06/21/19 DBS Vickers Keppel Corp 6.57 9 Buy
06/28/19 CIMB Keppel Corp 6.67 8.41 Add Sum of parts
07/03/19 DBS Vickers Keppel Corp 6.77 9.2 Buy
07/03/19 OCBC Keppel Corp 6.77 7.83 Buy
07/19/19 DMG & Partners Keppel Corp 6.59 7.3 Buy Sum of parts
07/19/19 CIMB Keppel Corp 6.59 8.41 Add Sum of parts
07/19/19 UOB Kay Hian Keppel Corp 6.59 7.61 Buy Sum of parts
07/19/19 Lim & Tan Keppel Corp 6.59 0 Hold
07/22/19 Amfrasers Keppel Corp 6.57 7.43 Neutral Sum of parts
07/22/19 DBS Vickers Keppel Corp 6.57 8.5 Buy Sum of parts
08/22/19 Lim & Tan Keppel Corp 5.9 0 Buy
08/26/19 UOB Kay Hian Keppel Corp 5.88 7.61 Buy Sum of parts
09/24/19 Lim & Tan Keppel Corp 6.04 0 Buy
09/30/19 CIMB Keppel Corp 5.98 8.41 Add Sum of parts
10/01/19 UOB Kay Hian Keppel Corp 5.93 7.61 Buy Sum of parts
10/08/19 CIMB Keppel Corp 5.91 8.41 Add
10/08/19 DMG & Partners Keppel Corp 5.91 7.3 Buy
10/09/19 OCBC Keppel Corp 5.93 7.58 Buy
10/09/19 DBS Vickers Keppel Corp 5.93 8.5 Buy
10/17/19 Macquarie Keppel Corp 5.98 7.5 Outperform Sum of parts
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 (20% disc)
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
10/21/19 Amfrasers Keppel Corp 5.84 7.44 Overweight Sum of parts
10/21/19 OCBC Keppel Corp 5.84 7.58 Buy
10/22/19 DMG & Partners Keppel Corp 5.84 7.8 Buy Sum of parts (13% disc)
11/12/19 UOB Kay Hian Keppel Corp 6.86 7.61 Buy

Jumbo - Stock calls

Date Analyst Company Last Target Call Valuation
02/15/19 DBS Vickers Jumbo 0.415 0.44 Hold PER23x FY19
02/15/19 CIMB Jumbo 0.415 0.52 Add PER21x FY20
02/18/19 UOB Kay Hian Jumbo 0.415 0.41 Hold Buy @ $0.37
03/14/19 UOB Kay Hian Jumbo 0.405 0.41 Hold PER20x FY19, Buy @ $0.37
03/29/19 DBS Vickers Jumbo 0.395 0.5 Buy PER23x FY19/20
05/16/19 DBS Vickers Jumbo 0.405 0.51 Buy PER23x FY19
05/16/19 UOB Kay Hian Jumbo 0.405 0.41 Hold PER20x FY19, Buy @ $0.32
05/16/19 CIMB Jumbo 0.405 0.52 Add PER21x FY20
06/21/19 DMG & Partners Jumbo 0.38 0.47 Buy DCF, PER23x FY19
08/07/19 DBS Vickers Jumbo 0.38 0.47 Buy PER23x FY20
08/08/19 DMG & Partners Jumbo 0.375 0.47 Buy DCF
08/08/19 UOB Kay Hian Jumbo 0.375 0.37 Hold
08/27/19 CIMB Jumbo 0.37 0.47 Add
09/26/19 UOB Kay Hian Jumbo 0.38 0.37 Hold Buy @ $0.33
10/01/19 DBS Vickers Jumbo 0.375 0.47 Buy

JEP - Stock calls

Date Analyst Company Last Target Call Valuation
10/21/19 Phillip JEP 0.162 0.2 Buy PER10x FY19

Stock calls for 18 November 2019

Date Analyst Company Last Target Call Valuation
11/18/19 Phillip APAC Realty 0.5 0.55 Accumulate DCF
11/18/19 CIMB BRC Asia 1.47 1.9 Add
11/18/19 Lim & Tan BRC Asia 1.47 1.8 Buy DCF
11/18/19 Amfrasers Eagle Hospitality Trust 0.535 0.61 Buy DDM
11/18/19 Citibank Frasers Centrepoint Trust 2.72 3 Buy
11/18/19 DBS Vickers Frasers Property 1.82 2.05 Buy
11/18/19 Amfrasers Frencken 0.92 0.93 Neutral PER10x FY20
11/18/19 DMG & Partners ISOTeam 0.24 0.31 Buy DCF
11/18/19 UOB Kay Hian ISOTeam 0.24 0.34 Buy
11/18/19 phillip Propnex 0.515 0.59 Buy DCF
11/18/19 Kim Eng Sasseur 0.845 1 Buy DDM
11/18/19 UOB Kay Hian Sasseur 0.845 0.97 Buy
11/18/19 DBS Vickers Sasseur 0.845 0.97 Buy
11/18/19 UOB Kay Hian Sembcorp Industries 2.26 2.19 Hold Buy @ $2
11/18/19 DBS Vickers Sembcorp Industries 2.26 2.9 Buy RNAV (10% discount), PB0.7x
11/18/19 DMG & Partners Silverlake 0.43 0.46 Neutral DCF
11/18/19 Phillip Singtel 3.18 3.31 Accumulate Sum of parts
11/18/19 DMG & Partners Singtel 3.18 3.5 Neutral Sum of parts
11/18/19 CIMB Singtel 3.18 3.6 Add Sum of parts
11/18/19 DBS Vickers Singtel 3.18 3.12 Hold
11/18/19 OCBC Singtel 3.18 3.53 Buy
11/18/19 DBS Vickers Yangzijiang 1 1.68 Buy Sum of parts

Singapore Nodx fell 12.3% in October.

https://sg.finance.yahoo.com/news/singapore-exports-shrink-eighth-month-023305843.html

Singapore has 9 negative growth months insofar in 2019.

Year on year changes (YOY):
October 2019 - 12.3%
September 2019: -8.1%
August 2019: - 8.9%
July 2019: -11.2%
June 2019: -17.3%
May 2019: -15.9%
April 2019: -10%
March 2019: -11.7%
February 2019: 4.9%
January 2019: -10.1%
December 2018: -8.5%
November 2018: -2.6%
October 2018: 8.3%
September 2018: 8.3%
August 2018: 5%
July 2018: 11.8% (Corrected)
June 2018: 1.1%
May 2018: 15.5%
April 2018: 11.8%
March 2018: -2.7%
February 2018: -5.9%
January 2018: 13%
December 2017: 3.1%
November 2017: 9.1%
October 2017: 20.9%
September 2017: -1.1%
August 2017: 16.7%
July 2017: 8.5%
June 2017: 8.2%
May 2017: -1.2%
Apr 2017: -0.7%
Mar 2017: 16.5%
Feb 2017: 21.1%
Jan 2017: 8.6%

China cut repo rate after its MLF's cut.

https://sg.finance.yahoo.com/news/china-cuts-key-liquidity-rate-035639279.html

China has cut its repo rate after the MLF's cut.

China is more willing to ease its rates and embark on fiscal stimulus policy after implementing its new property measure and getting a recent benign property growth.

http://sg-stock.blogspot.com/2019/11/china-has-cut-its-loan-rate-finally.html

Sunday, November 17, 2019

France is using police brutality on its yellow vest protestors.

Let me relate how hypocritical France is.

France used excessive forces on Catalan protestors and yellow vest protestors while telling China to communicate with HK protestors to resolve the issues during Macron's visit.

France, why are you not communicating with Catalan protestors and yellow vest protestors.  Instead, you chose to use excessive police forces on them while they're just doing some peaceful protests.

http://sg-stock.blogspot.com/2019/11/the-french-police-beat-up-catalan.html

Fight for democracy! Stand with yellow vest!

Saturday, November 16, 2019

Ordinary HK citizens are fighting back. Get out, black tees!

As I've said before, when the government and police are weak, the rioters and protestors will rule the streets.

The black tees alleged the HK government of police brutality.  If there was indeed police brutality, the black tees would not be able to rule the streets.  If there was indeed police brutality, ordinary HK citizens would not need to fight off the black tees on their own because the police could deter the black tees.

The ordinary HK citizens have had enough of the black tees terrorizing them and are fighting back by clearing the streets.  When more and more ordinary HK citizens are fighting back and protecting their own communities, the black tees will have no place to run and hide.  This is why the black tees are retreating into campuses and turning the campuses into their forts.  This development usually becomes the last battleground.

How is that so?

When you don't have a fort, it is difficult to crumble you.  When you have a fort, this makes it very easy to decimate you.

Baltic dry index - 1357

Today, Friday, November 15 2019, the Baltic Dry Index decreased by 7 points, reaching 1357 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 - 806


Related stock: Keppel Corp, Sembcorp Marine & Cosco.