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Wednesday, February 12, 2020

IFS Capital - Stock calls

DateAnalystCompanyLastTargetCallValuation
01/15/19AmfrasersIFS Capital0.2250.29BuyPB0.7x FY18
08/26/19AmfrasersIFS Capital0.220.3OutperformPB0.6x FY20
11/14/19AmfrasersIFS Capital0.2250.3OutperformPB0.6x FY20
12/02/19AmfrasersIFS Capital0.230.3OutperformPB0.6x FY20

Stock calls for 12 February 2020

DateAnalystCompanyLastTargetCallValuation
02/12/20PhillipAPTV0.1670.165NeutralEV/Ebitda10x
02/12/20UOB Kay HianKoufu0.7250.83Buy
02/12/20DBS VickersLendlease Reit0.911.05Buy
02/12/20PhillipMicro-Mechanics1.881.6ReducePER15x FY20
02/12/20DBS VickersNetlink11.05BuyDCF
02/12/20DMG & PartnersOxley0.340.42BuyRNAV (45% discount)
02/12/20DMG & PartnersUnusual0.20.38BuyDCF

The US and Germany are caught red-handed for spying globally.

https://www.bangkokpost.com/tech/1855834/us-german-spies-stole-global-secrets-via-swiss-encryption-firm

Hahaha! The US wants to accuse China of spying but itself is caught red-handed.

The US has been spying the world for decades with US-owned technologies.  Therefore, it cannot allow other technologies to be the mainstream infrastructures because it won't be able to continue to spy through other technologies.  Thus, the US-owned technologies represent a high cybersecurity risk which other countries must safeguard against to protect themselves.

The decoupling from US-owned technologies to open-sourced technologies is the right way to move forward.

The US has acknowledged that China cannot fulfill phase 1 deal.

https://finance.yahoo.com/news/coronavirus-could-impact-chinese-purchases-235616410.html

The US has acknowledged that China cannot fulfill phase 1 deal orders.

We had stated this numerous times on our blog.

http://sg-stock.blogspot.com/2020/02/china-has-acknowledged-that-it-cannot.html

Both the US and China have now acknowledged that phase 1 deal cannot be fulfilled.

Tuesday, February 11, 2020

Ifast Corp - Stock calls

DateAnalystCompanyLastTargetCallValuation
02/21/19DBS VickersIfast Corp1.111.19HoldDDM
04/30/19DBS VickersIfast Corp1.121.05HoldDDM
07/30/19DBS VickersIfast Corp1.11.05HoldDDM
11/01/19DBS VickersIfast Corp1.011.05HoldDDM

Hyphens Pharma - Stock calls

DateAnalystCompanyLastTargetCallValuation
07/03/19DMG & PartnersHyphens Pharma0.1960.25BuyDCF, PER12.2x FY19
08/20/19DMG & PartnersHyphens Pharma0.20.25BuyDCF
10/15/19DMG & PartnersHyphens Pharma0.1990.25Buy
11/08/19SAC AdvisorsHyphens Pharma0.1950.285Buy
11/20/19DMG & PartnersHyphens Pharma0.210.25BuyDCF

Hutchison Port - Stock calls

DateAnalystCompanyLastTargetCallValuation
02/13/19OCBCHutchison Port0.260.22Sell
02/13/19DBS VickersHutchison Port0.260.26HoldDCF
02/25/19OCBCHutchison Port0.2350.22Hold
04/30/19OCBCHutchison Port0.240.22Hold
04/30/19DBS VickersHutchison Port0.240.26Hold
07/25/19OCBCHutchison Port0.2250.22Hold
07/26/19DBS VickersHutchison Port0.2250.23HoldDCF
09/06/19OCBCHutchison Port0.220.17Hold
10/30/19OCBCHutchison Port0.1580.155Hold
02/11/20DBS VickersHutchison Port0.1610.17Hold

Stock calls for 11 February 2020

DateAnalystCompanyLastTargetCallValuation
02/11/20AmfrasersAEM1.882.57Outperform
02/11/20Kim EngAEM1.882.58Buy
02/11/20DIRCapitaCommercial2.042.29Outperform
02/11/20DMG & PartnersCSE Global0.530.69BuyDCF
02/11/20UOB Kay HianGenting0.850.95Buy
02/11/20DBS VickersHutchison Port0.1610.17Hold
02/11/20AmfrasersManulife US Reit1.051.11Neutral
02/11/20UOB Kay HianNetlink11.05BuyDCF
02/11/20UOB Kay HianOxley0.340.49Buy
02/11/20Lim & TanPanUnited0.3650.56BuyPB2x FY21
02/11/20OCBCSIA Engineering2.592.41Sell
02/11/20Kim EngUMS0.941.13Buy

IMF gives warning about Japan's economy.

https://www.reuters.com/article/us-china-health-imf-japan/imf-warns-of-coronavirus-hit-to-japans-economy-via-tourism-trade-idUSKBN2041WB

IMF is right about China's impact on Japan's economy.

http://sg-stock.blogspot.com/2019/05/japan-trade-surplus-fell-90-because-of.html

If Japan has a 10% drop in China shipments, its economy will be badly affected and China has started to reduce its imports. Thus, Japan will definitely be impacted.  Moreover, Japan has the highest infected cases outside of China.


Hot news! Coronavirus is airborne!

https://www.msn.com/en-xl/asia/asia-top-stories/china-confirms-coronavirus-is-airborne/ar-BBZP4OL?li=BBP34wH

China has confirmed that coronavirus is airborne.  No wonder the infectious rate is so high and China still cannot contain the virus outbreak with city lockdown.

However, the stock markets seem to take this virus outbreak in stride despite the fact that the infected cases and death tolls are increasing.


Monday, February 10, 2020

Beijing, Shanghai and Chongqing are in lockdown now.

https://www.taiwannews.com.tw/en/news/3873964

https://www.taiwannews.com.tw/en/news/3874064

We can say with certainty that China's economic growth for the 1st and 2nd quarters will be affected by this virus outbreak.  The 2nd quarter will be worse than the 1st quarter because the 2nd quarter will reflect the full economic impacts.

Hopefully, China can protect its 3rd and 4th quarters for 2020.

HRnetGroup - Stock calls

DateAnalystCompanyLastTargetCallValuation
01/02/19DMG & PartnersHRnetGroup0.81.18BuyDCF
02/25/19DMG & PartnersHRnetGroup0.7951.06BuyDCF
02/26/19DBS VickersHRnetGroup0.81.05BuyPER15x FY19, ex-cash
03/13/19DMG & PartnersHRnetGroup0.791.06Buy
03/26/19CIMBHRnetGroup0.7651.03Add
05/07/19DMG & PartnersHRnetGroup0.771.06BuyDCF
05/13/19DMG & PartnersHRnetGroup0.770.94BuyDCF
05/14/19DBS VickersHRnetGroup0.760.85HoldPER16x FY19, ex-cash
06/06/19DMG & PartnersHRnetGroup0.710.94Buy
06/13/19CIMBHRnetGroup0.721.01AddPER18x CY20
08/14/19DMG & PartnersHRnetGroup0.660.94BuyDCF
10/15/19DMG & PartnersHRnetGroup0.580.94Buy
11/11/19CIMBHRnetGroup0.640.83Add
11/11/19DMG & PartnersHRnetGroup0.640.81BuyDCF