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Wednesday, January 15, 2020

CDL Hospitality - Stock calls

Date Analyst Company Last Target Call Valuation
01/02/19 DMG & Partners CDL Hospitality 1.46 1.8 Buy DDM
01/02/19 CIMB CDL Hospitality 1.46 1.63 Add
01/17/19 Kim Eng CDL Hospitality 1.56 1.75 Buy
01/22/19 UOB Kay Hian CDL Hospitality 1.56 1.83 Buy
01/31/19 CIMB CDL Hospitality 1.63 1.64 Add DDM
01/31/19 Kim Eng CDL Hospitality 1.63 1.8 Buy DDM
01/31/19 OCBC CDL Hospitality 1.63 1.56 Hold
01/31/19 DBS Vickers CDL Hospitality 1.63 1.85 Buy DCF
02/11/19 CIMB CDL Hospitality 1.62 1.8 Add
02/28/19 Kim Eng CDL Hospitality 1.6 1.8 Buy
03/13/19 DMG & Partners CDL Hospitality 1.63 1.8 Buy
03/26/19 CIMB CDL Hospitality 1.64 1.8 Add
04/04/19 Kim Eng CDL Hospitality 1.65 1.85 Buy
04/09/19 DMG & Partners CDL Hospitality 1.67 1.8 Buy
05/02/19 DMG & Partners CDL Hospitality 1.6 1.77 Buy DDM
05/02/19 Kim Eng CDL Hospitality 1.6 1.8 Buy DDM
05/02/19 OCBC CDL Hospitality 1.6 1.54 Hold
05/02/19 DBS Vickers CDL Hospitality 1.6 1.85 Buy
05/02/19 UOB Kay Hian CDL Hospitality 1.6 1.99 Buy
05/03/19 CIMB CDL Hospitality 1.61 1.85 Add DDM
06/06/19 DMG & Partners CDL Hospitality 1.61 1.77 Buy
06/11/19 UOB Kay Hian CDL Hospitality 1.62 2.06 Buy DDM
06/25/19 Kim Eng CDL Hospitality 1.62 1.8 Buy
07/04/19 DMG & Partners CDL Hospitality 1.66 1.77 Buy
07/15/19 UOB Kay Hian CDL Hospitality 1.65 2.06 Buy
07/31/19 OCBC CDL Hospitality 1.66 1.56 Hold
07/31/19 DMG & Partners CDL Hospitality 1.66 1.79 Buy DDM
07/31/19 CIMB CDL Hospitality 1.66 1.92 Add
07/31/19 DBS Vickers CDL Hospitality 1.66 1.8 Buy DCF
08/27/19 UOB Kay Hian CDL Hospitality 1.58 2.06 Buy
09/11/19 DMG & Partners CDL Hospitality 1.63 1.79 Buy
09/19/19 CIMB CDL Hospitality 1.62 1.92 Add
09/19/19 Kim Eng CDL Hospitality 1.62 1.8 Buy
10/01/19 UOB Kay Hian CDL Hospitality 1.64 2.06 Buy
10/02/19 DMG & Partners CDL Hospitality 1.63 1.79 Buy
10/09/19 DBS Vickers CDL Hospitality 1.64 1.8 Buy
10/31/19 DMG & Partners CDL Hospitality 1.63 1.78 Buy DDM
10/31/19 Kim Eng CDL Hospitality 1.63 1.8 Buy DDM
10/31/19 UOB Kay Hian CDL Hospitality 1.63 2.05 Buy
11/04/19 CIMB CDL Hospitality 1.64 1.83 Add
11/04/19 OCBC CDL Hospitality 1.64 1.69 Hold
11/12/19 UOB Kay Hian CDL Hospitality 1.58 2.05 Buy DDM
11/21/19 Kim Eng CDL Hospitality 1.59 1.8 Buy
11/22/19 DMG & Partners CDL Hospitality 1.59 1.78 Buy DDM
11/25/19 DBS Vickers CDL Hospitality 1.58 1.8 Buy
11/26/19 Kim Eng CDL Hospitality 1.6 1.8 Buy
12/10/19 DMG & Partners CDL Hospitality 1.63 1.78 Buy
01/08/20 DMG & Partners CDL Hospitality 1.63 1.78 Buy
01/14/20 DBS Vickers CDL Hospitality 1.64 1.8 Buy

Stock calls for 15 January 2020

Date Analyst Company Last Target Call Valuation
01/15/20 Amfrasers AEM 2.16 2.57 Buy PER14x FY20
01/15/20 Kim Eng AEM 2.16 2.58 Buy
01/15/20 DBS Vickers Fu Yu 0.25 0.35 Buy PER16x FY20
01/15/20 DMG & Partners Fu Yu 0.25 0.29 Buy DCF
01/15/20 UOB Kay Hian Singtel 3.25 3.32 Hold DCF, Buy @ $3
01/15/20 DBS Vickers Singtel 3.25 3.8 Buy Sum of parts
01/15/20 Lim & Tan SPH 2.14 0 Hold
01/15/20 OCBC SPH 2.14 2.28 Hold
01/15/20 CIMB Venture 16.61 16.88 Hold

Tuesday, January 14, 2020

CapitaRetail China - Stock calls

Date Analyst Company Last Target Call Valuation
02/04/19 OCBC CapitaRetail China 1.48 1.42 Hold
02/04/19 DBS Vickers CapitaRetail China 1.48 1.65 Buy DCF
02/15/19 Phillip CapitaRetail China 1.39 1.66 Accumulate
03/21/19 Amfrasers CapitaRetail China 1.52 1.61 Buy DDM
04/03/19 DBS Vickers CapitaRetail China 1.57 1.65 Buy
04/26/19 OCBC CapitaRetail China 1.51 1.5 Hold
06/11/19 OCBC CapitaRetail China 1.56 1.5 Hold
06/12/19 OCBC CapitaRetail China 1.53 1.35 Sell
06/12/19 DBS Vickers CapitaRetail China 1.53 1.65 Buy
06/12/19 Lim & Tan CapitaRetail China 1.53 0 Hold
06/14/19 OCBC CapitaRetail China 1.5 1.38 Hold
06/19/19 Phillip CapitaRetail China 1.55 1.66 Accumulate
07/22/19 Phillip CapitaRetail China 1.59 1.66 Accumulate
08/01/19 OCBC CapitaRetail China 1.59 1.45 Hold
08/01/19 DBS Vickers CapitaRetail China 1.59 1.8 Buy
08/02/19 Amfrasers CapitaRetail China 1.55 1.68 Outperform
08/26/19 Phillip CapitaRetail China 1.54 1.66 Accumulate
09/24/19 Phillip CapitaRetail China 1.53 1.66 Accumulate
10/18/19 Phillip CapitaRetail China 1.53 1.66 Accumulate
10/29/19 DBS Vickers CapitaRetail China 1.55 1.8 Buy
11/01/19 Amfrasers CapitaRetail China 1.52 1.74 Outperform
11/25/19 Phillip CapitaRetail China 1.55 1.66 Accumulate

Capitamall Trust - Stock calls

Date Analyst Company Last Target Call Valuation
01/22/19 CIMB Capitamall Trust 2.26 2.29 Hold DDM
01/23/19 OCBC Capitamall Trust 2.27 2.12 Hold
01/24/19 Phillip Capitamall Trust 2.31 2.09 Neutral DDM, PB1.06x FY19
01/24/19 Kim Eng Capitamall Trust 2.31 2.25 Hold DDM
01/24/19 OCBC Capitamall Trust 2.31 2.25 Hold
01/24/19 DBS Vickers Capitamall Trust 2.31 2.44 Buy
01/28/19 UOB Kay Hian Capitamall Trust 2.36 2.02 Hold Buy @ $1.84
02/15/19 Phillip Capitamall Trust 2.38 2.09 Neutral
02/28/19 Kim Eng Capitamall Trust 2.42 2.25 Hold
03/14/19 DMG & Partners Capitamall Trust 2.39 2.2 Neutral DDM
04/04/19 Kim Eng Capitamall Trust 2.41 2.4 Hold DDM
04/24/19 OCBC Capitamall Trust 2.32 2.25 Hold
04/25/19 DBS Vickers Capitamall Trust 2.36 2.55 Buy
04/25/19 OCBC Capitamall Trust 2.36 2.32 Hold
04/26/19 Phillip Capitamall Trust 2.39 2.21 Neutral DDM
04/26/19 CIMB Capitamall Trust 2.39 2.39 Hold DDM
05/27/19 UOB Kay Hian Capitamall Trust 2.44 2.65 Buy DDM
06/06/19 OCBC Capitamall Trust 2.46 2.33 Hold
06/19/19 Phillip Capitamall Trust 2.57 2.21 Neutral
06/21/19 UOB Kay Hian Capitamall Trust 2.58 2.65 Hold
06/25/19 Kim Eng Capitamall Trust 2.6 2.4 Hold
07/04/19 DMG & Partners Capitamall Trust 2.71 2.2 Neutral
07/04/19 DBS Vickers Capitamall Trust 2.71 2.95 Buy
07/22/19 Phillip Capitamall Trust 2.64 2.36 Neutral
07/23/19 Lim & Tan Capitamall Trust 2.6 0 Hold
07/24/19 UOB Kay Hian Capitamall Trust 2.64 2.65 Hold DDM, Buy @ $2.42
07/24/19 OCBC Capitamall Trust 2.64 2.51 Hold
07/24/19 Kim Eng Capitamall Trust 2.64 2.6 Hold DDM
07/24/19 DMG & Partners Capitamall Trust 2.64 2.38 Neutral DDM
07/24/19 CIMB Capitamall Trust 2.64 2.6 Hold DDM
07/25/19 Phillip Capitamall Trust 2.62 2.68 Neutral DDM, PB1.09x
08/26/19 Phillip Capitamall Trust 2.64 2.68 Neutral
09/24/19 Phillip Capitamall Trust 2.62 2.68 Neutral
10/18/19 Phillip Capitamall Trust 2.63 2.68 Neutral DDM
10/22/19 UOB Kay Hian Capitamall Trust 2.65 2.88 Buy DDM, PB1.35x
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
10/23/19 CIMB Capitamall Trust 2.62 2.64 Hold DDM
11/25/19 Phillip Capitamall Trust 2.49 2.68 Neutral
12/10/19 DMG & Partners Capitamall Trust 2.52 2.38 Neutral

Capitaland - Stock calls

Date Analyst Company Last Target Call Valuation
01/02/19 DMG & Partners Capitaland 3.11 4 Buy
01/03/19 OCBC Capitaland 3.07 3.96 Buy RNAV (20% discount)
01/07/19 CIMB Capitaland 3.06 3.55 Add RNAV (35% discount)
01/15/19 DBS Vickers Capitaland 3.27 3.62 Buy
01/15/19 Phillip Capitaland 3.27 4 Accumulate RNAV (20% discount), PB0.75x FY18
02/20/19 Lim & Tan Capitaland 3.39 0 Buy
02/21/19 OCBC Capitaland 3.43 3.98 Buy RNAV
02/21/19 Phillip Capitaland 3.43 4 Accumulate PB0.75x FY19
02/21/19 CIMB Capitaland 3.43 3.56 Add RNAV (35% discount)
02/21/19 DBS Vickers Capitaland 3.43 3.62 Buy
03/18/19 OCBC Capitaland 3.44 3.98 Buy
03/21/19 Lim & Tan Capitaland 3.47 0 Buy
03/26/19 CIMB Capitaland 3.44 3.56 Add
04/01/19 UOB Kay Hian Capitaland 3.65 4.4 Buy
04/02/19 Macquarie Capitaland 3.69 3.9 Outperform RNAV (30% discount)
04/02/19 OCBC Capitaland 3.69 3.98 Buy
05/02/19 Phillip Capitaland 3.53 4 Accumulate RNAV (20% discount)
05/02/19 Lim & Tan Capitaland 3.53 0 Hold
05/03/19 OCBC Capitaland 3.54 4.04 Buy
05/03/19 CIMB Capitaland 3.54 3.56 Add
05/27/19 DBS Vickers Capitaland 3.28 4 Buy RNAV (25% discount)
06/12/19 DBS Vickers Capitaland 3.41 4 Buy
06/18/19 Macquarie Capitaland 3.42 4.1 Outperform RNAV (25% discount)
07/05/19 DBS Vickers Capitaland 3.69 4 Buy
07/15/19 Phillip Capitaland 3.69 4 Accumulate
07/15/19 CIMB Capitaland 3.69 4.15 Add RNAV (35% discount)
07/15/19 OCBC Capitaland 3.69 4.04 Buy
08/07/19 OCBC Capitaland 3.48 4.04 Buy
08/14/19 Macquarie Capitaland 3.42 4.15 Outperform
08/19/19 Phillip Capitaland 3.4 4.2 Buy PB0.75x FY19
08/20/19 CIMB Capitaland 3.46 4.15 Add RNAV (35% discount)
08/22/19 DIR Capitaland 3.5 4.1 Buy RNAV (20% discount)
09/05/19 Lim & Tan Capitaland 3.49 0 Accumulate
09/06/19 DBS Vickers Capitaland 3.51 4 Buy
10/11/19 Phillip Capitaland 3.51 4.2 Buy
10/23/19 UOB Kay Hian Capitaland 3.62 3.8 Hold Buy @ $3.30
11/06/19 DMG & Partners Capitaland 3.69 4.2 Buy RNAV (20% discount)
11/07/19 OCBC Capitaland 3.66 4.42 Buy RNAV (15% discount)
11/25/19 CIMB Capitaland 3.66 4.15 Add
12/02/19 Phillip Capitaland 3.68 4.2 Buy RNAV (20% discount)
12/02/19 DMG & Partners Capitaland 3.68 4.2 Buy RNAV (20% discount)
12/02/19 UOB Kay Hian Capitaland 3.68 3.8 Hold RNAV (20% discount)
12/18/19 Lim & Tan Capitaland 3.67 0 Hold
01/02/20 DBS Vickers Capitaland 3.75 4.5 Buy RNAV (18% discount)
01/08/20 DMG & Partners Capitaland 3.84 4.2 Buy

Stock calls for 14 January 2020

Date Analyst Company Last Target Call Valuation
01/14/20 DBS Vickers CDL Hospitality 1.64 1.8 Buy
01/14/20 DMG & Partners DBS 26.1 25.8 Neutral GGM, PB1.28x FY20
01/14/20 DBS Vickers Far East Hospitality 0.755 0.8 Buy
01/14/20 DBS Vickers Genting 0.92 1.2 Buy
01/14/20 DBS Vickers Jumbo 0.385 0.47 Buy
01/14/20 Lim & Tan Lian Beng 0.525 0 Buy
01/14/20 DBS Vickers SIA 8.95 10.4 Buy
01/14/20 DMG & Partners Singtel 3.27 3.5 Neutral
01/14/20 UOB Kay Hian SPH 2.18 2.22 Hold Sum of parts, Buy @ $2
01/14/20 CIMB SPH 2.18 2.11 Hold Sum of parts
01/14/20 DBS Vickers SPH 2.18 2.12 Hold
01/14/20 DMG & Partners Starhub 1.46 1.44 Neutral
01/14/20 DBS Vickers Yangzijiang 1.16 1.68 Buy

How is China's economy doing? - Part 3

https://sg.finance.yahoo.com/news/china-december-trade-beats-forecasts-033823593.html

China's economy is powering ahead as we've anticipated.  We had stated previously that China's economy would be expanding because of de-americanization in its supply chain that would boost its local industries.

http://sg-stock.blogspot.com/2019/12/how-is-chinas-economy-doing-part-2.html


Monday, January 13, 2020

CapitaCommercial - Stock calls

Date Analyst Company Last Target Call Valuation
01/04/19 Phillip CapitaCommercial 1.75 1.9 Accumulate
01/14/19 UOB Kay Hian CapitaCommercial 1.82 2.11 Buy DDM
01/24/19 OCBC CapitaCommercial 1.83 1.68 Hold
01/25/19 UOB Kay Hian CapitaCommercial 1.85 2.16 Buy DDM
01/25/19 DMG & Partners CapitaCommercial 1.85 1.86 Neutral DDM
01/25/19 DBS Vickers CapitaCommercial 1.85 2 Buy DCF
01/25/19 Lim & Tan CapitaCommercial 1.85 0 Hold
01/28/19 OCBC CapitaCommercial 1.9 1.83 Hold
01/28/19 CIMB CapitaCommercial 1.9 1.94 Add
02/15/19 Phillip CapitaCommercial 1.86 1.93 Accumulate
03/18/19 DMG & Partners CapitaCommercial 1.98 1.86 Neutral
03/26/19 UOB Kay Hian CapitaCommercial 1.92 2.16 Buy
04/22/19 Phillip CapitaCommercial 1.93 1.93 Neutral DDM, PB1.05x
04/22/19 DMG & Partners CapitaCommercial 1.93 1.86 Neutral DDM
04/22/19 OCBC CapitaCommercial 1.93 1.88 Hold
04/22/19 CIMB CapitaCommercial 1.93 2.03 Add DDM
04/22/19 UOB Kay Hian CapitaCommercial 1.93 2.16 Buy
04/22/19 DBS Vickers CapitaCommercial 1.93 2.1 Buy DCF
04/22/19 Lim & Tan CapitaCommercial 1.93 0 Hold
05/13/19 UOB Kay Hian CapitaCommercial 1.9 2.16 Buy
05/17/19 DBS Vickers CapitaCommercial 1.93 2.1 Buy DCF, PB1.15x
05/30/19 UOB Kay Hian CapitaCommercial 1.95 2.16 Buy
06/13/19 UOB Kay Hian CapitaCommercial 2.05 2.16 Buy
06/19/19 Phillip CapitaCommercial 2.11 1.93 Neutral
06/24/19 OCBC CapitaCommercial 2.14 1.88 Sell
07/04/19 DMG & Partners CapitaCommercial 2.23 1.86 Neutral
07/17/19 OCBC CapitaCommercial 2.18 1.88 Sell
07/17/19 Lim & Tan CapitaCommercial 2.18 0 Hold
07/18/19 UOB Kay Hian CapitaCommercial 2.17 2.17 Hold DDM, Buy @ $1.98
07/18/19 DBS Vickers CapitaCommercial 2.17 2.4 Buy DCF
07/18/19 Kim Eng CapitaCommercial 2.17 1.8 Hold
07/18/19 OCBC CapitaCommercial 2.17 1.92 Sell
07/18/19 CIMB CapitaCommercial 2.17 2.25 Add
07/19/19 DMG & Partners CapitaCommercial 2.15 1.98 Neutral DDM
07/22/19 Phillip CapitaCommercial 2.15 2.18 Neutral DDM
08/26/19 Phillip CapitaCommercial 2.07 2.18 Neutral
08/27/19 UOB Kay Hian CapitaCommercial 2.08 2.04 Hold Buy @ $1.85
08/30/19 DBS Vickers CapitaCommercial 2.13 2.3 Buy DCF
09/24/19 Phillip CapitaCommercial 2.11 2.18 Neutral
10/04/19 DBS Vickers CapitaCommercial 2.04 2.3 Buy
10/18/19 Phillip CapitaCommercial 2.05 2.18 Neutral
10/24/19 OCBC CapitaCommercial 2.04 1.92 Hold
10/24/19 UOB Kay Hian CapitaCommercial 2.04 2.3 Buy
11/25/19 Phillip CapitaCommercial 1.99 2.18 Neutral
12/04/19 DBS Vickers CapitaCommercial 2.01 2.3 Buy
12/10/19 DMG & Partners CapitaCommercial 2 1.98 Neutral

Cache Logistics - Stock calls

Date Analyst Company Last Target Call Valuation
01/28/19 phillip Cache Logistics 0.75 0.75 Neutral DDM, PB1.14x FY19
01/28/19 DBS Vickers Cache Logistics 0.75 0.75 Hold DCF
01/28/19 OCBC Cache Logistics 0.75 0.76 Hold
01/28/19 DMG & Partners Cache Logistics 0.75 0.81 Buy DDM
01/28/19 CIMB Cache Logistics 0.75 0.74 Hold
01/28/19 Kim Eng Cache Logistics 0.75 0.85 Buy
02/15/19 phillip Cache Logistics 0.71 0.75 Neutral
03/18/19 DMG & Partners Cache Logistics 0.72 0.81 Buy
04/18/19 OCBC Cache Logistics 0.72 0.7 Hold
04/26/19 OCBC Cache Logistics 0.745 0.74 Hold
04/26/19 Kim Eng Cache Logistics 0.745 0.88 Buy
04/26/19 DBS Vickers Cache Logistics 0.745 0.75 Hold DCF
04/26/19 CIMB Cache Logistics 0.745 0.74 Hold
06/17/19 DMG & Partners Cache Logistics 0.77 0.83 Buy DDM
06/17/19 CIMB Cache Logistics 0.77 0.78 Hold DDM
06/19/19 phillip Cache Logistics 0.79 0.75 Neutral
07/04/19 DMG & Partners Cache Logistics 0.785 0.83 Buy
07/19/19 DBS Vickers Cache Logistics 0.78 0.75 Hold DCF
07/22/19 phillip Cache Logistics 0.785 0.75 Neutral
07/26/19 Kim Eng Cache Logistics 0.765 0.9 Buy DDM
07/26/19 DMG & Partners Cache Logistics 0.765 0.8 Buy DDM
07/26/19 CIMB Cache Logistics 0.765 0.76 Hold DDM
08/26/19 phillip Cache Logistics 0.725 0.75 Neutral
09/24/19 phillip Cache Logistics 0.735 0.75 Neutral
10/18/19 phillip Cache Logistics 0.73 0.75 Neutral
10/30/19 OCBC Cache Logistics 0.72 0.72 Hold
11/25/19 phillip Cache Logistics 0.71 0.75 Neutral
12/10/19 DMG & Partners Cache Logistics 0.72 0.8 Buy

Bumitama - Stock calls

Date Analyst Company Last Target Call Valuation
01/03/19 UOB Kay Hian Bumitama 0.67 0.81 Buy
02/12/19 UOB Kay Hian Bumitama 0.685 0.81 Buy PER11x FY19
02/21/19 Kim Eng Bumitama 0.69 0.96 Buy
02/26/19 DMG & Partners Bumitama 0.67 0.67 Neutral PER11x FY19
02/27/19 Kim Eng Bumitama 0.675 0.97 Buy PER13x FY19
02/28/19 DBS Vickers Bumitama 0.665 0.85 Buy DCF, PER13.9x FY19
04/08/19 UOB Kay Hian Bumitama 0.725 0.81 Buy
05/15/19 UOB Kay Hian Bumitama 0.69 0.81 Buy
05/15/19 DBS Vickers Bumitama 0.69 0.8 Buy DCF, PER18x FY19
05/17/19 DMG & Partners Bumitama 0.7 0.62 Neutral
05/24/19 UOB Kay Hian Bumitama 0.69 0.81 Hold
06/06/19 DMG & Partners Bumitama 0.665 0.62 Neutral
06/27/19 UOB Kay Hian Bumitama 0.615 0.81 Buy
07/02/19 Kim Eng Bumitama 0.63 1.01 Buy
07/16/19 DBS Vickers Bumitama 0.605 0.75 Buy DCF
08/14/19 DMG & Partners Bumitama 0.6 0.54 Neutral PER14x FY20
08/15/19 DBS Vickers Bumitama 0.59 0.69 Buy DCF, PER18.5x FY19
08/28/19 Kim Eng Bumitama 0.575 0.8 Buy
09/30/19 DMG & Partners Bumitama 0.58 0.6 Neutral PER16x FY20
11/12/19 DMG & Partners Bumitama 0.595 0.69 Buy PER16x FY20
11/13/19 DBS Vickers Bumitama 0.62 0.72 Buy DCF
11/13/19 Kim Eng Bumitama 0.62 0.8 Buy PER13x FY20
11/22/19 UOB Kay Hian Bumitama 0.7 0.75 Buy
12/09/19 DMG & Partners Bumitama 0.73 0.8 Buy PER18x FY20
12/10/19 DBS Vickers Bumitama 0.725 0.81 Buy DCF

Stock calls for 13 January 2020

Date Analyst Company Last Target Call Valuation
01/13/20 UOB Kay Hian Sheng Siong 1.27 1.29 Hold Buy @ $1.19
01/13/20 Kim Eng SPH Reit 1.08 1.15 Buy DDM
01/13/20 OCBC SPH Reit 1.08 1.13 Hold
01/13/20 Lim & Tan SPH Reit 1.08 0 Buy on weakness
01/13/20 CIMB SPH Reit 1.08 1.16 Add
01/13/20 DBS Vickers SPH Reit 1.08 1.2 Buy

Saturday, January 11, 2020

Taiwan President Tsai won the 2020 election again with help from the US.

Taiwan President Tsai has just won the 2020 election with help from the US.

http://sg-stock.blogspot.com/2020/01/facebook-is-intervening-in-asia.html

Taiwan looks set to suffer economically for the next 4 years under Tsai.

Baltic dry index - 774

Today, Friday, January 10 2020, the Baltic Dry Index climbed by 2 points, reaching 774 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 - 781


Related stock: Keppel Corp, Sembcorp Marine & Cosco.

The US bases suffered damages in Iraq after Iran's attack.



It looked like some US building structures (hangers) were destroyed.  If some aircrafts were in the hangers, more than US$100m were lost.