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Wednesday, August 19, 2020

Mapletree Logistics - Stock calls

 

DateAnalystCompanyLastTargetCallValuation
07/19/19DBS VickersMapletree Logistics1.611.85Buy
07/23/19OCBCMapletree Logistics1.611.4Hold
07/24/19Kim EngMapletree Logistics1.611.55Hold
07/25/19UOB Kay HianMapletree Logistics1.61.39HoldDDM
09/18/19DBS VickersMapletree Logistics1.581.85Buy
10/22/19Kim EngMapletree Logistics1.661.6Hold
10/22/19OCBCMapletree Logistics1.661.41Hold
10/22/19CIMBMapletree Logistics1.661.55HoldDDM
11/07/19DBS VickersMapletree Logistics1.691.9Buy
12/19/19DBS VickersMapletree Logistics1.671.9Buy
01/21/20DBS VickersMapletree Logistics1.811.9BuyDCF
01/21/20OCBCMapletree Logistics1.811.59Hold
01/21/20Lim & TanMapletree Logistics1.810Hold
01/22/20DBS VickersMapletree Logistics1.821.9BuyDCF
01/22/20CIMBMapletree Logistics1.821.56HoldDDM
01/31/20CIMBMapletree Logistics1.851.59Hold
02/04/20DBS VickersMapletree Logistics1.851.9Buy
03/02/20DBS VickersMapletree Logistics1.851.9Hold
03/04/20UOB Kay HianMapletree Logistics1.892.08BuyDDM
04/08/20DBS VickersMapletree Logistics1.631.85Buy
04/27/20UOB Kay HianMapletree Logistics1.732.08BuyDDM
04/27/20Kim EngMapletree Logistics1.731.85Hold
04/27/20OCBCMapletree Logistics1.731.79Hold
04/27/20CIMBMapletree Logistics1.731.7Hold
06/15/20DBS VickersMapletree Logistics1.892.05Buy
06/15/20Kim EngMapletree Logistics1.892.1Hold
07/21/20OCBCMapletree Logistics2.042.07Hold
07/21/20Lim & TanMapletree Logistics2.040Hold
07/22/20UOB Kay HianMapletree Logistics2.052.08HoldBuy @ $1.88
07/22/20DBS VickersMapletree Logistics2.052.2Buy
07/22/20Kim EngMapletree Logistics2.052.55Buy
07/22/20CIMBMapletree Logistics2.051.89Hold

Mapletree Industrial - Stock calls

 

DateAnalystCompanyLastTargetCallValuation
07/11/19CIMBMapletree Industrial2.292.32AddDDM
07/11/19Kim EngMapletree Industrial2.292.4BuyDDM
07/11/19DBS VickersMapletree Industrial2.292.5BuyDCF
07/22/19PhillipMapletree Industrial2.312.03NeutralDDM, PB1.36x FY19
07/24/19OCBCMapletree Industrial2.32.06Hold
07/24/19CIMBMapletree Industrial2.32.37Hold
07/25/19OCBCMapletree Industrial2.252.29Hold
07/25/19UOB Kay HianMapletree Industrial2.251.94Hold
08/26/19PhillipMapletree Industrial2.282.03Neutral
09/13/19UOB Kay HianMapletree Industrial2.32.58BuyDDM
09/17/19OCBCMapletree Industrial2.332.29Hold
09/19/19Kim EngMapletree Industrial2.42.5Buy
09/19/19OCBCMapletree Industrial2.42.55Buy
09/24/19PhillipMapletree Industrial2.472.03Neutral
09/25/19DBS VickersMapletree Industrial2.492.75Buy
09/26/19CIMBMapletree Industrial2.492.44AddDDM
10/10/19UOB Kay HianMapletree Industrial2.52.69Buy
10/18/19PhillipMapletree Industrial2.572.06Neutral
10/24/19OCBCMapletree Industrial2.522.55Hold
10/24/19UOB Kay HianMapletree Industrial2.522.9Buy
10/24/19DBS VickersMapletree Industrial2.522.75Buy
11/21/19Kim EngMapletree Industrial2.52.7Buy
11/25/19PhillipMapletree Industrial2.512.03Neutral
12/19/19DBS VickersMapletree Industrial2.522.75Buy
01/22/20OCBCMapletree Industrial2.782.87Hold
01/22/20DBS VickersMapletree Industrial2.783Buy
01/23/20UOB Kay HianMapletree Industrial2.772.9Buy
02/04/20DBS VickersMapletree Industrial2.783Buy
03/02/20DBS VickersMapletree Industrial2.683Buy
03/13/20PhillipMapletree Industrial2.772.03Neutral
03/18/20UOB Kay HianMapletree Industrial2.142.9Buy
04/17/20DBS VickersMapletree Industrial2.412.7BuyDCF
04/28/20Lim & TanMapletree Industrial2.440Hold
04/29/20Kim EngMapletree Industrial2.532.95BuyDDM
04/29/20UOB Kay HianMapletree Industrial2.532.85Buy
04/29/20CIMBMapletree Industrial2.532.66AddDDM
06/09/20OCBCMapletree Industrial2.822.84Buy
06/24/20Kim EngMapletree Industrial2.842.95BuyDDM
06/24/20UOB Kay HianMapletree Industrial2.843.08Buy
06/24/20CIMBMapletree Industrial2.842.81HoldDDM
07/02/20DBS VickersMapletree Industrial2.93.25BuyDCF
07/22/20Lim & TanMapletree Industrial2.970Hold
07/22/20OCBCMapletree Industrial2.973.25Buy
07/23/20UOB Kay HianMapletree Industrial2.973.1Buy
07/27/20Kim EngMapletree Industrial3.163.3Buy
08/18/20DBS VickersMapletree Industrial3.143.25Buy

Mapletree Commercial - Stock calls

DateAnalystCompanyLastTargetCallValuation
07/10/19CIMBMapletree Commercial2.052.03Add
07/19/19DBS VickersMapletree Commercial2.072.25BuyDCF
07/26/19OCBCMapletree Commercial2.11.89Sell
07/26/19UOB Kay HianMapletree Commercial2.12.22Buy
07/26/19Lim & TanMapletree Commercial2.10Hold
07/29/19Kim EngMapletree Commercial2.072.1HoldDDM
08/22/19CIMBMapletree Commercial2.082.24Add
08/28/19UOB Kay HianMapletree Commercial2.122.22Buy
09/09/19DBS VickersMapletree Commercial2.242.39BuyDCF
09/27/19Lim & TanMapletree Commercial2.360Hold
09/30/19UOB Kay HianMapletree Commercial2.342.38HoldDDM
09/30/19Kim EngMapletree Commercial2.342.1Hold
09/30/19CIMBMapletree Commercial2.342.38HoldDDM
10/16/19UOB Kay HianMapletree Commercial2.342.38HoldDDM, Buy @ $2.16
10/16/19CIMBMapletree Commercial2.342.39HoldDDM
10/16/19OCBCMapletree Commercial2.342.28Hold
10/16/19Kim EngMapletree Commercial2.342.35HoldDDM
11/08/19DBS VickersMapletree Commercial2.392.6BuyDCF
01/23/20Kim EngMapletree Commercial2.442.45HoldDDM
01/24/20DBS VickersMapletree Commercial2.432.6Buy
01/24/20Lim & TanMapletree Commercial2.430Hold
02/03/20OCBCMapletree Commercial2.352.44Hold
03/06/20UOB Kay HianMapletree Commercial2.32.62BuyDDM
03/18/20DBS VickersMapletree Commercial1.772.6Buy
04/02/20DBS VickersMapletree Commercial1.751.9Buy
04/23/20Lim & TanMapletree Commercial1.770Take Profit
04/24/20UOB Kay HianMapletree Commercial1.762.02BuyDDM
04/27/20Kim EngMapletree Commercial1.762.15BuyDDM
05/27/20UOB Kay HianMapletree Commercial1.952.38Buy
05/29/20DBS VickersMapletree Commercial1.662.25Buy
06/03/20DBS VickersMapletree Commercial2.072.25BuyDCF
06/08/20MacquarieMapletree Commercial2.122.05Neutral
07/09/20DBS VickersMapletree Commercial1.992.25Buy
07/16/20Kim EngMapletree Commercial1.942.15BuyDDM
07/27/20UOB Kay HianMapletree Commercial1.882.35Buy

Stock calls for 19 August 2020

DateAnalystCompanyLastTargetCallValuation
08/19/20MacquarieAIMS AMP Cap Ind Reit1.181.45Outperform
08/19/20MacquarieCapitamall Trust1.882.45OutperformSum of parts
08/19/20AmfrasersChina Sunsine0.3450.47Outperform
08/19/20Lim & TanComfortdelgro1.410Accumulate
08/19/20MacquarieDairy Farm4.215.7OutperformDCF
08/19/20MacquarieFrasers Logistics1.391.6outperform
08/19/20DMG & PartnersKeppel Pacific0.720.8Buy
08/19/20CIMBPropnex0.60.708Add
08/19/20AmfrasersSingapore o&g0.2450.25NeutralPER16x
08/19/20PhillipSingtel2.352.44NeutralSum of parts
08/19/20CIMBSingtel2.353.1AddSum of parts
08/19/20OCBCSingtel2.353.08Buy
08/19/20Lim & TanSPH1.110Hold
08/19/20MacquarieST Engineering3.483.45outperformSum of parts
08/19/20UOB Kay HianTianjin Zhongxin0.871.25BuyPER9.9x FY20
08/19/20MacquarieUOL6.538.85Outperform

Tuesday, August 18, 2020

Manulife US Reit - Stock calls

DateAnalystCompanyLastTargetCallValuation
07/04/19DMG & PartnersManulife US Reit0.880.96Buy
07/12/19DMG & PartnersManulife US Reit0.8750.98BuyDDM
08/15/19AmfrasersManulife US Reit0.890.98outperform
08/15/19DMG & PartnersManulife US Reit0.890.98BuyDDM
08/19/19Kim EngManulife US Reit0.891BuyDDM
08/23/19DBS VickersManulife US Reit0.8951.1BuyDCF
09/11/19DMG & PartnersManulife US Reit0.9150.98Buy
09/20/19Kim EngManulife US Reit0.911.05BuyDDM
09/20/19DMG & PartnersManulife US Reit0.911BuyDDM
09/20/19AmfrasersManulife US Reit0.911.01outperform
10/02/19DMG & PartnersManulife US Reit0.8951Buy
10/11/19DBS VickersManulife US Reit0.9051.1BuyDCF
11/01/19CIMBManulife US Reit0.9151.12AddDDM
11/05/19DMG & PartnersManulife US Reit0.921BuyDDM
11/05/19DBS VickersManulife US Reit0.921.1Buy
11/05/19Kim EngManulife US Reit0.921.05Buy
12/02/19AmfrasersManulife US Reit0.9651.03outperform
12/10/19DMG & PartnersManulife US Reit1.021Buy
12/13/19DMG & PartnersManulife US Reit11.1BuyDDM
01/08/20DMG & PartnersManulife US Reit0.991.1Buy
02/06/20DMG & PartnersManulife US Reit1.041.12BuyDDM
02/06/20DBS VickersManulife US Reit1.041.15BuyDCF
02/06/20Lim & TanManulife US Reit1.040Hold
02/07/20CIMBManulife US Reit1.071.13AddDDM
02/07/20Kim EngManulife US Reit1.071.15BuyDDM
02/11/20AmfrasersManulife US Reit1.051.11Neutral
03/10/20AmfrasersManulife US Reit0.981.11Neutral
03/20/20DBS VickersManulife US Reit0.5651.15Buy
03/20/20CIMBManulife US Reit0.5651.15Add
03/25/20DMG & PartnersManulife US Reit0.70.88BuyDDM
04/07/20DMG & PartnersManulife US Reit0.6650.88Buy
05/11/20DMG & PartnersManulife US Reit0.7050.9BuyDDM
05/11/20CIMBManulife US Reit0.7051.05Add
06/23/20DMG & PartnersManulife US Reit0.760.9Buy
07/20/20PhillipManulife US Reit0.7050.8BuyDDM
07/21/20UOB Kay HianManulife US Reit0.70.85BuyDDM
08/04/20Kim EngManulife US Reit0.7751.15BuyDDM
08/04/20DMG & PartnersManulife US Reit0.7750.9BuyDDM
08/04/20UOB Kay HianManulife US Reit0.7750.85Buy
08/04/20Lim & TanManulife US Reit0.7750Buy at weakness
08/04/20CIMBManulife US Reit0.7751.05AddDDM
08/06/20PhillipManulife US Reit0.7950.9BuyDDM

Lippo Malls - Stock calls

DateAnalystCompanyLastTargetCallValuation
02/21/20CIMBLippo Malls0.2350.24HoldDDM

Lian Beng - Stock calls

DateAnalystCompanyLastTargetCallValuation
01/14/20Lim & TanLian Beng0.5250Buy

Stock calls for 18 August 2020

DateAnalystCompanyLastTargetCallValuation
08/18/20CIMBAPAC Realty0.3750.538Add
08/18/20DBS VickersBumitama0.5150.66BuyDCF
08/18/20UOB Kay HianFu Yu0.2450.29Buy
08/18/20CIMBInnotek0.390.478Add
08/18/20DBS VickersMapletree Industrial3.143.25Buy
08/18/20CIMBSasseur0.780.84Add
08/18/20DBS VickersSIA Engineering1.862.4Buy
08/18/20DMG & PartnersSingtel2.43.2BuySum of parts
08/18/20DBS VickersSingtel2.42.85BuySum of parts
08/18/20DBS VickersST Engineering3.393.8Buy
08/18/20DMG & PartnersST Engineering3.393.9BuySum of parts
08/18/20PhillipThai Beverage0.6350.82BuyPER18x FY21
08/18/20UOB Kay HianThai Beverage0.6350.78BuySum of parts
08/18/20CIMBUMS1.061.1Hold
08/18/20Kim EngUMS1.061.36Buy
08/18/20OCBCYanlord1.31.41Buy

Monday, August 17, 2020

Another constellation is aligning and a big financial crisis is brewing this time. - Part 7

Is Warren Buffett preparing for a financial crisis?

https://www.investopedia.com/berkshire-cuts-bank-holdings-takes-position-in-gold-5074946

Warren Buffett (WB) has been cutting back on financial shares and increasing the gold position.  Why?

It is a well-known fact that WB doesn't like gold because it doesn't pay any dividends at all.  Why is he buying gold now when its price is at an all-time high?

I think he is projecting the exact same outcome that I've been anticipating below.

http://sg-stock.blogspot.com/2020/07/another-constellation-is-aligning-and_75.html

The financial tsunami that I'm projecting is based on the following highlights.

  • Rising US-China tension (trade, economic, financial, sanction, etc)
  • Excessive monetary policies
  • Imploding debts
  • Covid virus
  • Natural disasters (floodings in China & Japan now, and the US typhoon season)
  • Unsustainable financial firms' earnings (bond trading income)
  • Lendlease Reit - Stock calls

     

    DateAnalystCompanyLastTargetCallValuation
    10/15/19DIRLendlease Reit0.941.01outperform
    12/06/19DBS VickersLendlease Reit0.921.05BuyDCF
    02/12/20DBS VickersLendlease Reit0.911.05Buy
    03/18/20DBS VickersLendlease Reit0.480.94Buy
    04/02/20DBS VickersLendlease Reit0.520.94Buy
    05/08/20DBS VickersLendlease Reit0.5750.85Buy
    06/01/20DBS VickersLendlease Reit0.670.85Buy
    07/03/20DBS VickersLendlease Reit0.680.85Buy

    KSH - Stock calls

     

    DateAnalystCompanyLastTargetCallValuation
    11/12/19Lim & TanKSH0.4650Buy
    01/28/20Lim & TanKSH0.4150Buy on weakness
    04/06/20Lim & TanKSH0.290Hold
    08/03/20Lim & TanKSH0.3450Neutral

    Koufu - Stock calls

    DateAnalystCompanyLastTargetCallValuation
    07/03/19UOB Kay HianKoufu0.720.95Buy
    08/08/19UOB Kay HianKoufu0.710.95Buy
    08/08/19DBS VickersKoufu0.710.88BuyPER17x FY20
    10/01/19UOB Kay HianKoufu0.720.95Buy
    10/01/19DBS VickersKoufu0.720.88Buy
    11/05/19DBS VickersKoufu0.7550.88BuyPER17x FY20
    11/06/19UOB Kay HianKoufu0.770.95Buy
    12/11/19SAC CapitalKoufu0.7650.87Buy
    01/06/20DBS VickersKoufu0.7750.88Buy
    02/12/20UOB Kay HianKoufu0.7250.83Buy
    02/13/20DBS VickersKoufu0.7350.84BuyPER17x FY20
    03/02/20DBS VickersKoufu0.7050.84BuyPER17x FY20
    03/03/20UOB Kay HianKoufu0.710.81Buy
    03/03/20Lim & TanKoufu0.710Hold
    04/22/20DBS VickersKoufu0.6150.68Hold
    04/24/20UOB Kay HianKoufu0.60.69Buy
    06/01/20DBS VickersKoufu0.650.68Hold
    06/15/20DBS VickersKoufu0.6550.75BuyPER17x FY20/21
    06/15/20CIMBKoufu0.6550.86AddPER19x FY21
    07/02/20CIMBKoufu0.6950.86AddPER19x FY21
    07/03/20DBS VickersKoufu0.7150.75Buy
    07/03/20UOB Kay HianKoufu0.7150.78Buy
    07/03/20Lim & TanKoufu0.7150Hold
    08/05/20PhillipKoufu0.670.8BuyPER18.5x FY21
    08/12/20DBS VickersKoufu0.680.77BuyPER17x FY21
    08/13/20UOB Kay HianKoufu0.6750.78Buy
    08/13/20Lim & TanKoufu0.6750Buy on weakness
    08/17/20CIMBKoufu0.6850.86Add