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Sunday, March 1, 2020

Japan and Russia alleged that covid-19 originated in the US. - Part 2

China confirmed the covid-19 virus outbreak in Wuhan was in December 2019.  


This would mean that the actual timeline for the virus to appear in Wuhan was in November 2019 because the incubation period was 14-day and it would take some time for the cases to build up before the medical authority was cognizant of the outbreak.  (Please remember this timeline.)


China scientists had already stated that covid-19 H38 was traced back to the US and the virus was imported into Wuhan.  Japan and Russia also alleged that the virus originated in the US.


Let's see if the allegation was valid or not.

If the US wanted to smuggle the virus into China in late 2019, when would be the best time to do it?  The best time would be when the airport was super busy because airport security won't be so tight as it had to clear the vast number of passengers fast.

When will an airport be super busy? The airport would be super busy when there was a major event happening.  I googled and discovered that China held 2019 Military World Games in Wuhan from October 18-27 (Please remember this timeline).


I found something uncanny when I looked at the scoreboard.  The US team didn't win any gold medal in this international competition despite sending more than 300 personnel to Wuhan.


Please remember that the US has the strongest and most powerful military in the world and yet its personnel can't win a single medal in the military games.  Isn't this strange?

The only explanation for this failure was that the US didn't send its best personnel for the competition because the US was afraid that its best personnel would get caught for spreading the virus in Wuhan.  The Athletes alsstayed near Huangjiahu Lake which was very near to Huanan Seafood Market.



Just look at how close the Athletes were from Huanan Seafood Market (Less than 25km).

If the US personnel released the virus at Huanan Seafood Market before their departure, the first case of covid-19 would appear in mid-November after the 14-day incubation period.  Then, it would take some time for the cases to build up before China confirmed the outbreak in December 2019.  The chronological events matched the timeline of the virus outbreak.

Let's recap:
1. Japan alleged that the virus originated in the US by analyzing big data.
2. China scientists traced covid-19 H38 to the US.
3. Russia alleged that the virus originated in the US.
4. The chronological events in 2019 also inferred that the US was involved.

OK, case closed!

Saturday, February 29, 2020

WHO has raised the covid-19 outbreak to the highest alert level.

https://sg.news.yahoo.com/virus-detected-sub-saharan-africa-global-stocks-tank-044456027.html

This is really a piece of bad news for the stock markets.

The world is just waiting for a major outbreak in the USA now.  Even the US CDC said that it would be a matter of WHEN and not IF.  The US cannot contain the US flu virus and I doubt the US will be able to contain the covid-19 outbreak like what China is doing.  I suspect the US will focus on supportive healthcare for this outbreak instead which is what SG is doing.

Let's see how this will unfold.

Beware of Goldman Sachs!

GS is a devious investment bank!  Why?

Firstly, GS advised investors not to buy the stock dip.

https://www.marketwatch.com/story/dont-buy-the-stock-dip-yet-says-goldman-as-it-warns-coronavirus-will-wipe-out-earnings-growth-this-year-2020-02-27

Then, GS AMU went on to scoop up company shares during the stock dip despite telling investors not to buy.

https://sg.finance.yahoo.com/news/goldmans-asset-management-unit-ups-220513061.html

Shame on you, GS!

Baltic dry index - 529

Today, Thursday, February 27 2020, the Baltic Dry Index climbed by 12 points, reaching 529 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 - 790


Related stock: Keppel Corp, Sembcorp Marine & Cosco.

United airlines and British Airways have cut flights to Singapore due to covid-19 outbreak.

https://www.channelnewsasia.com/news/business/united-airlines-cancels-flights-tokyo-seoul-singapore-12482822

https://www.channelnewsasia.com/news/world/covid19-british-airways-flights-italy-south-korea-singapore-12479098

If more airlines follow the US and UK, Singapore will become an isolated island and our air hub businesses will be badly affected.

Friday, February 28, 2020

Netlink - Stock calls

DateAnalystCompanyLastTargetCallValuation
01/02/19UOB Kay HianNetlink0.7650.99BuyDCF
01/02/19Kim EngNetlink0.7650.93Buy
01/15/19DBS VickersNetlink0.770.87BuyDCF
02/07/19Kim EngNetlink0.7850.93BuyDDM, PER38.8x FY21
02/08/19DBS VickersNetlink0.790.87BuyDCF, PER32.6x FY21
02/08/19UOB Kay HianNetlink0.790.99Buy
02/15/19UOB Kay HianNetlink0.8050.92BuyDCF, PER40x FY21
02/18/19OCBCNetlink0.8050.9Buy
03/15/19OCBCNetlink0.7950.9Buy
03/27/19PhillipNetlink0.8250.89AccumulateDCF
04/01/19UOB Kay HianNetlink0.830.92Buy
04/01/19Kim EngNetlink0.830.93Buy
05/07/19UOB Kay HianNetlink0.8250.92BuyDCF
05/09/19DBS VickersNetlink0.820.87Buy
05/15/19OCBCNetlink0.8350.95Buy
05/15/19DBS VickersNetlink0.8350.9BuyDCF
05/15/19PhillipNetlink0.8350.93AccumulateDCF
05/15/19Kim EngNetlink0.8350.94BuyDDM
06/03/19PhillipNetlink0.830.93BuyDCF
06/06/19DBS VickersNetlink0.8250.9Buy
06/12/19UOB Kay HianNetlink0.8350.97Buy
06/27/19Kim EngNetlink0.890.94Buy
07/15/19PhillipNetlink0.880.93AccumulateDCF
07/17/19Kim EngNetlink0.8850.94Buy
08/06/19UOB Kay HianNetlink0.880.92BuyDCF
08/06/19PhillipNetlink0.880.93AccumulateDCF
08/07/19Kim EngNetlink0.8650.94BuyDDM
08/07/19DBS VickersNetlink0.8650.95BuyDCF
10/07/19UOB Kay HianNetlink0.91.01BuyDCF
10/11/19PhillipNetlink0.910.93Accumulate
10/17/19Kim EngNetlink0.91.03BuyDDM
10/18/19DBS VickersNetlink0.910.95Buy
11/04/19UOB Kay HianNetlink0.9351.01BuyDCF
11/04/19PhillipNetlink0.9350.99AccumulateDCF
11/05/19OCBCNetlink0.9551.03Buy
11/05/19DBS VickersNetlink0.9551.04BuyDCF
11/05/19Kim EngNetlink0.9551.06Buy
01/03/20DBS VickersNetlink0.941.04BuyDCF
01/30/20UOB Kay HianNetlink11.05BuyDCF
02/10/20DBS VickersNetlink1.011.04BuyDCF
02/11/20UOB Kay HianNetlink11.05BuyDCF
02/12/20DBS VickersNetlink11.05BuyDCF
02/14/20PhillipNetlink1.010.99NeutralDCF

Nera Telecom - Stock calls

DateAnalystCompanyLastTargetCallValuation
03/04/19Lim & TanNera Telecom0.2850Buy

Moya Asia - Stock calls

DateAnalystCompanyLastTargetCallValuation
01/07/19DMG & PartnersMoya Asia0.060.11Buy
02/13/19DMG & PartnersMoya Asia0.0820.11BuyDCF
03/05/19DMG & PartnersMoya Asia0.0770.11BuyDCF
05/02/19DMG & PartnersMoya Asia0.0810.095Buy
06/06/19DMG & PartnersMoya Asia0.0760.1Buy
08/20/19DMG & PartnersMoya Asia0.0680.083BuyDCF
10/15/19DMG & PartnersMoya Asia0.0650.08Buy
01/09/20DMG & PartnersMoya Asia0.080.093BuyDCF