Date | Analyst | Company | Last | Target | Call | Valuation |
07/17/19 | Amfrasers | Soilbuild Reit | 0.615 | 0.609 | Neutral | DDM |
07/18/19 | Lim & Tan | Soilbuild Reit | 0.61 | 0 | Hold | |
07/19/19 | UOB Kay Hian | Soilbuild Reit | 0.615 | 0.6 | Hold | |
07/19/19 | DBS Vickers | Soilbuild Reit | 0.615 | 0.63 | Hold | DCF |
09/03/19 | OCBC | Soilbuild Reit | 0.55 | 0.58 | Accept offer | |
10/18/19 | DBS Vickers | Soilbuild Reit | 0.525 | 0.55 | Hold | DCF |
10/18/19 | OCBC | Soilbuild Reit | 0.525 | 0.52 | Hold | |
10/18/19 | Amfrasers | Soilbuild Reit | 0.525 | 0.58 | Neutral | |
01/24/20 | DBS Vickers | Soilbuild Reit | 0.52 | 0.55 | Hold | DCF |
01/28/20 | OCBC | Soilbuild Reit | 0.515 | 0.52 | Hold | |
02/04/20 | Amfrasers | Soilbuild Reit | 0.5 | 0.55 | Neutral | |
03/02/20 | DBS Vickers | Soilbuild Reit | 0.495 | 0.55 | Hold | |
04/20/20 | DBS Vickers | Soilbuild Reit | 0.39 | 0.5 | Buy | DCF |
04/21/20 | OCBC | Soilbuild Reit | 0.4 | 0.38 | Hold | |
05/27/20 | Amfrasers | Soilbuild Reit | 0.38 | 0.48 | Neutral | |
07/09/20 | DBS Vickers | Soilbuild Reit | 0.41 | 0.5 | Buy | |
09/02/20 | DBS Vickers | Soilbuild Reit | 0.455 | 0.5 | Buy | DCF |
Tuesday, September 8, 2020
Soilbuild Reit - Stock calls
Singtel - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
07/08/19 | DBS Vickers | Singtel | 3.56 | 3.6 | Hold | Sum of parts |
07/15/19 | Phillip | Singtel | 3.54 | 3.66 | Accumulate | Sum of parts |
07/23/19 | DMG & Partners | Singtel | 3.52 | 3.4 | Neutral | Sum of parts |
07/23/19 | Citibank | Singtel | 3.52 | 3.97 | Buy | |
08/07/19 | DBS Vickers | Singtel | 3.52 | 3.4 | Hold | Sum of parts |
08/08/19 | Kim Eng | Singtel | 3.29 | 3.44 | Hold | Sum of parts |
08/13/19 | Phillip | Singtel | 3.26 | 3.45 | Accumulate | Sum of parts |
08/13/19 | DMG & Partners | Singtel | 3.26 | 3.4 | Neutral | Sum of parts |
08/13/19 | CIMB | Singtel | 3.26 | 3.6 | Add | Sum of parts |
08/13/19 | UOB Kay Hian | Singtel | 3.26 | 3.32 | Hold | DCF, Buy @ $3 |
08/13/19 | DBS Vickers | Singtel | 3.26 | 3.25 | Hold | EV/Ebitda6.3x |
08/14/19 | OCBC | Singtel | 3.18 | 3.61 | Buy | |
09/27/19 | UOB Kay Hian | Singtel | 3.13 | 3.32 | Hold | DCF, Buy @ $3 |
10/10/19 | Kim Eng | Singtel | 3.14 | 3.44 | Hold | Sum of parts |
10/10/19 | DBS Vickers | Singtel | 3.14 | 3.12 | Hold | EV/Ebitda6x |
10/11/19 | Phillip | Singtel | 3.15 | 3.45 | Accumulate | |
10/18/19 | CIMB | Singtel | 3.16 | 3.6 | Add | |
11/11/19 | UOB Kay Hian | Singtel | 3.35 | 3.32 | Hold | DCF, Buy @ $3 |
11/15/19 | Lim & Tan | Singtel | 3.3 | 0 | Hold | |
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 | |
11/22/19 | DBS Vickers | Singtel | 3.26 | 3.6 | Buy | Sum of parts |
12/03/19 | Kim Eng | Singtel | 3.46 | 3.72 | Hold | Sum of parts |
12/05/19 | CIMB | Singtel | 3.4 | 3.7 | Add | Sum of parts |
12/09/19 | UOB Kay Hian | Singtel | 3.43 | 3.32 | Hold | DCF, Buy @ $3 |
12/16/19 | Phillip | Singtel | 3.39 | 3.53 | Accumulate | Sum of parts |
01/03/20 | DBS Vickers | Singtel | 3.4 | 3.6 | Buy | |
01/14/20 | DMG & Partners | Singtel | 3.27 | 3.5 | Neutral | |
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 |
02/10/20 | DBS Vickers | Singtel | 3.32 | 3.8 | Buy | |
02/10/20 | UOB Kay Hian | Singtel | 3.32 | 3.32 | Hold | DCF |
02/14/20 | DMG & Partners | Singtel | 3.28 | 3.45 | Neutral | Sum of parts |
02/14/20 | UOB Kay Hian | Singtel | 3.28 | 3.2 | Hold | Buy @ $3 |
02/14/20 | DBS Vickers | Singtel | 3.28 | 3.63 | Buy | |
02/14/20 | Lim & Tan | Singtel | 3.28 | 0 | Hold | |
02/17/20 | Phillip | Singtel | 3.22 | 3.18 | Neutral | Sum of parts |
02/19/20 | Macquarie | Singtel | 3.17 | 3.77 | outperform | |
02/19/20 | OCBC | Singtel | 3.17 | 3.61 | Buy | |
03/05/20 | Macquarie | Singtel | 2.97 | 3.77 | outperform | |
03/05/20 | DBS Vickers | Singtel | 2.97 | 3.52 | Buy | Sum of parts |
03/26/20 | DBS Vickers | Singtel | 2.6 | 2.8 | Buy | Sum of parts |
03/30/20 | DBS Vickers | Singtel | 2.57 | 2.85 | Buy | |
04/01/20 | CIMB | Singtel | 2.54 | 3.4 | Add | Sum of parts |
04/03/20 | UOB Kay Hian | Singtel | 2.62 | 3 | Buy | DCF |
04/20/20 | DBS Vickers | Singtel | 2.76 | 3.02 | Buy | Sum of parts |
04/24/20 | DMG & Partners | Singtel | 2.75 | 3.3 | Buy | Sum of parts |
05/18/20 | CIMB | Singtel | 2.66 | 3.4 | Add | Sum of parts |
05/22/20 | DBS Vickers | Singtel | 2.68 | 3.22 | Buy | Sum of parts |
05/29/20 | DBS Vickers | Singtel | 2.51 | 3.09 | Buy | |
05/29/20 | UOB Kay Hian | Singtel | 2.51 | 2.8 | Buy | DCF |
05/29/20 | DMG & Partners | Singtel | 2.51 | 3.4 | Buy | Sum of parts |
05/29/20 | Lim & Tan | Singtel | 2.51 | 2.45 | Hold | |
05/29/20 | OCBC | Singtel | 2.51 | 3.24 | Buy | |
06/01/20 | Phillip | Singtel | 2.49 | 2.44 | Neutral | Sum of parts |
06/25/20 | DBS Vickers | Singtel | 2.53 | 3.09 | Buy | |
07/02/20 | Lim & Tan | Singtel | 2.47 | 0 | Buy | |
07/03/20 | DBS Vickers | Singtel | 2.51 | 3.09 | Buy | |
07/13/20 | OCBC | Singtel | 2.51 | 3.24 | Buy | |
07/28/20 | UOB Kay Hian | Singtel | 2.5 | 2.8 | Buy | DCF |
08/04/20 | DBS Vickers | Singtel | 2.45 | 3.04 | Buy | Sum of parts |
08/12/20 | CIMB | Singtel | 2.36 | 3.4 | Add | |
08/18/20 | DMG & Partners | Singtel | 2.4 | 3.2 | Buy | Sum of parts |
08/18/20 | DBS Vickers | Singtel | 2.4 | 2.85 | Buy | Sum of parts |
08/19/20 | Phillip | Singtel | 2.35 | 2.44 | Neutral | Sum of parts |
08/19/20 | CIMB | Singtel | 2.35 | 3.1 | Add | Sum of parts |
08/19/20 | OCBC | Singtel | 2.35 | 3.08 | Buy | |
09/07/20 | DBS Vickers | Singtel | 2.27 | 2.69 | Buy | |
09/08/20 | Lim & Tan | Singtel | 2.24 | 0 | Buy |
Singapore Post - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
07/02/19 | UOB Kay Hian | Singapore Post | 0.965 | 1.04 | Hold | Sum of parts, Buy @ $0.88 |
08/05/19 | UOB Kay Hian | Singapore Post | 0.965 | 1.04 | Hold | Sum of parts |
08/05/19 | DBS Vickers | Singapore Post | 0.965 | 0.96 | Hold | |
08/05/19 | Lim & Tan | Singapore Post | 0.965 | 0 | Hold | |
08/07/19 | OCBC | Singapore Post | 0.945 | 1 | Hold | |
09/19/19 | OCBC | Singapore Post | 0.93 | 1 | Hold | |
09/20/19 | UOB Kay Hian | Singapore Post | 0.92 | 1.04 | Hold | Sum of parts, Buy @ $0.90 |
09/20/19 | DBS Vickers | Singapore Post | 0.92 | 0.96 | Hold | |
10/31/19 | DBS Vickers | Singapore Post | 0.96 | 0.96 | Hold | |
11/04/19 | CIMB | Singapore Post | 0.965 | 1.13 | Add | DCF |
11/05/19 | UOB Kay Hian | Singapore Post | 0.955 | 1.04 | Hold | Sum of parts, Buy @ $0.88 |
11/05/19 | DBS Vickers | Singapore Post | 0.955 | 0.96 | Hold | DCF |
11/05/19 | OCBC | Singapore Post | 0.955 | 1.02 | Hold | |
02/10/20 | UOB Kay Hian | Singapore Post | 0.89 | 0.99 | Hold | Sum of parts |
02/10/20 | DBS Vickers | Singapore Post | 0.89 | 0.85 | Hold | PER17x FY21 |
02/10/20 | OCBC | Singapore Post | 0.89 | 0.96 | Hold | |
05/11/20 | DBS Vickers | Singapore Post | 0.74 | 0.64 | Fully Valued | PER17x FY21 |
06/19/20 | UOB Kay Hian | Singapore Post | 0.775 | 0.8 | Hold | Sum of parts, Buy @ $0.7 |
07/29/20 | DBS Vickers | Singapore Post | 0.74 | 0.64 | Fully Valued | DCF, PER17x FY21 |
08/12/20 | DBS Vickers | Singapore Post | 0.7 | 0.64 | Fully Valued | DCF, PER17x FY21 |
08/13/20 | UOB Kay Hian | Singapore Post | 0.71 | 0.76 | Hold | Buy @ $0.66 |
Stock calls for 8 September 2020
Date | Analyst | Company | Last | Target | Call | Valuation |
09/08/20 | DBS Vickers | Ifast Corp | 2.26 | 2.6 | Buy | |
09/08/20 | UOB Kay Hian | Mapletree Commercial | 1.99 | 2.35 | Buy | |
09/08/20 | DBS Vickers | SATS | 2.98 | 3.15 | Hold | DCF, PER25x FY22 |
09/08/20 | UOB Kay Hian | Sembcorp Industries | 1.92 | 2.2 | Buy | |
09/08/20 | Lim & Tan | Singtel | 2.24 | 0 | Buy | |
09/08/20 | CIMB | UG Healthcare | 2.45 | 4.8 | Add |
Monday, September 7, 2020
Singapore o&g - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
07/03/20 | Amfrasers | Singapore o&g | 0.26 | 0.4 | Neutral | PER16x |
08/19/20 | Amfrasers | Singapore o&g | 0.245 | 0.25 | Neutral | PER16x |
Singapore Medical - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
08/08/19 | DMG & Partners | Singapore Medical | 0.37 | 0.48 | Buy | DCF |
10/15/19 | DMG & Partners | Singapore Medical | 0.305 | 0.48 | Buy | |
11/13/19 | DMG & Partners | Singapore Medical | 0.325 | 0.36 | Neutral | DCF, PER13.4x |
02/25/20 | DMG & Partners | Singapore Medical | 0.32 | 0.35 | Neutral | PER11.3x FY20 |
05/26/20 | DMG & Partners | Singapore Medical | 0.23 | 0.25 | Neutral | PER9.8x FY21 |
07/08/20 | Amfrasers | Singapore Medical | 0.24 | 0.34 | outperform | PER11x FY21 |
08/11/20 | Amfrasers | Singapore Medical | 0.26 | 0.25 | Neutral | PER16x |
08/21/20 | Lim & Tan | Singapore Medical | 0.245 | 0 | Accumulate |
Silverlake - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
08/01/19 | DMG & Partners | Silverlake | 0.52 | 0.65 | Buy | DCF |
08/26/19 | CIMB | Silverlake | 0.51 | 0.53 | Hold | |
08/26/19 | DBS Vickers | Silverlake | 0.51 | 0.6 | Buy | PER21x FY20 |
09/05/19 | DMG & Partners | Silverlake | 0.455 | 0.56 | Buy | DCF |
10/08/19 | DMG & Partners | Silverlake | 0.44 | 0.56 | Buy | |
11/15/19 | DBS Vickers | Silverlake | 0.44 | 0.57 | Buy | PER21x FY20 |
11/18/19 | DMG & Partners | Silverlake | 0.43 | 0.46 | Neutral | DCF |
12/10/19 | DMG & Partners | Silverlake | 0.41 | 0.46 | Neutral | |
02/14/20 | DBS Vickers | Silverlake | 0.37 | 0.48 | Buy | PER21x FY20 |
02/14/20 | DMG & Partners | Silverlake | 0.37 | 0.41 | Neutral | DCF |
04/28/20 | DMG & Partners | Silverlake | 0.24 | 0.26 | Neutral | DCF |
04/28/20 | CIMB | Silverlake | 0.24 | 0.26 | Hold | |
05/18/20 | DBS Vickers | Silverlake | 0.245 | 0.38 | Buy | PER20x |
05/20/20 | DMG & Partners | Silverlake | 0.245 | 0.24 | Neutral | DCF |
07/03/20 | DMG & Partners | Silverlake | 0.24 | 0.24 | Neutral | |
07/09/20 | Amfrasers | Silverlake | 0.25 | 0.3 | outperform | PER13x FY21 |
08/27/20 | CIMB | Silverlake | 0.305 | 0.39 | Add | PER16.3x CY21 |
08/28/20 | DBS Vickers | Silverlake | 0.3 | 0.4 | Buy | PER17.6x FY21 |
09/07/20 | Amfrasers | Silverlake | 0.31 | 0.31 | Neutral | PER13x FY21 |
Stock calls for 7 September 2020
Date | Analyst | Company | Last | Target | Call | Valuation |
09/07/20 | Kim Eng | Capitamall Trust | 1.93 | 2.35 | Buy | DDM |
09/07/20 | DBS Vickers | China Aviation Oil | 0.94 | 1.2 | Buy | |
09/07/20 | Lim & Tan | CSE Global | 0.495 | 0 | Buy | |
09/07/20 | phillip | DBS | 20.68 | 21 | Accumulate | |
09/07/20 | Phillip | Frasers Centrepoint Trust | 2.64 | 2.79 | Accumulate | DDM |
09/07/20 | UOB Kay Hian | Frasers Centrepoint Trust | 2.64 | 3.1 | Buy | DDM |
09/07/20 | Kim Eng | Frasers Centrepoint Trust | 2.64 | 2.54 | Hold | |
09/07/20 | CIMB | Frasers Property | 1.17 | 1.7 | Add | |
09/07/20 | DBS Vickers | Frencken | 1 | 1.43 | Buy | |
09/07/20 | DBS Vickers | Hutchison Port | 0.106 | 0.14 | Buy | |
09/07/20 | Amfrasers | Jiutian | 0.05 | 0.068 | Outperform | |
09/07/20 | Phillip | Micro-Mechanics | 2.2 | 2.5 | Buy | PER18x FY21 |
09/07/20 | phillip | OCBC | 8.56 | 8.92 | Accumulate | |
09/07/20 | DBS Vickers | SIA Engineering | 1.85 | 2.4 | Buy | |
09/07/20 | Amfrasers | Silverlake | 0.31 | 0.31 | Neutral | PER13x FY21 |
09/07/20 | DBS Vickers | Singtel | 2.27 | 2.69 | Buy | |
09/07/20 | DBS Vickers | ST Engineering | 3.42 | 3.8 | Buy | |
09/07/20 | DBS Vickers | UMS | 1.01 | 1.37 | Buy | |
09/07/20 | phillip | UOB | 19.45 | 20.4 | Accumulate | |
09/07/20 | DBS Vickers | Venture | 19.06 | 20.7 | Buy | |
09/07/20 | DBS Vickers | Wilmar | 4.37 | 5.28 | Buy |
Western journalists loved to criticize HK police over its crackdown on HK protestors. Let's look at the US police then.
Since the HK protestors like to carry the US flags during their protests, then HK police must do exactly what the US police is doing since the HK protestors connive the US police crackdown.
Sunday, September 6, 2020
US police treatment of a defenceless woman is a serious violation of human rights.
The international human rights groups are keeping their silence about this violation but they're so eager to criticize the HK police when the HK police pale in comparison to the US police.
Saturday, September 5, 2020
The truth behind the covid-19 outbreak is revealed.
The UK and China scientific research showed that the ancestral covid-19 virus came from the US. The French scientists also proclaimed that COVID virus didn't come from China.
http://sg-stock.blogspot.com/2020/05/what-are-scientific-analyses-for-origin.html
There are currently 2 scientific analyses to trace the origin of COVID-19.
China used genome sequencing (Haplotype analysis) which categorizes COVID-19 virus into 2 strains and 5 generations. China scientists traced the ancestral H38 back to the US and the US had all 5 generations in its early outbreak.
Cambridge University scientists used Phylogenetic network analysis which categorized the COVID-19 virus into 3 strains (A-type, B-type & C-type). Cambridge University scientists discovered that the ancestral A-type virus was predominantly found in the US.
http://sg-stock.blogspot.com/2020/04/what-are-scientific-analyses-for-origin.html
http://sg-stock.blogspot.com/2020/04/french-scientists-said-that-its-covid.html
Genome sequencing seems to be the preferred scientific method to trace the origin of the virus because China, Malaysia and New Zealand use it (from public resources).
http://sg-stock.blogspot.com/2020/08/new-zealand-is-using-genome-sequencing.html
Since China and the UK have traced the ancestral COVID virus back to the US, we will try to look for the first virus outbreak in the US then.
Chronological events:
July 2019: There seemed to be a virus leakage in Fort Detrick which resulted in it being shut down in August 2019.
https://www.nytimes.com/2019/08/05/health/germs-fort-detrick-biohazard.html
July 2019: Consequently, a pneumonia outbreak started in the Virginian retirement community.
Fort Detrick is just an hour's drive away from the Virginian retirement community. The short distance between the 2 locations helps to explain the outbreak in the retirement community.
October 2019: The US soldiers went to Wuhan for the Military World Game but didn't win any gold medal.
https://www.globaltimes.cn/content/1183658.shtml
http://sg-stock.blogspot.com/2020/03/japan-and-russia-alleged-that-covid-19.html
One of the US soldiers in Wuhan, SGT Benassi, was based in Fort Meade which was just an hour's drive from Fort Detrick. She was suspected to be the one who brought the virus to Wuhan.
https://www.army.mil/article/228879/us_women_finish_8th_despite_crash_in_50_mile_cycling_road_race
The picture is becoming crystal clear now. The COVID-19 outbreak originated in Fort Detrick and infected the Virginian retirement community and Fort Meade. This was the only plausible reason that genome sequencing in China and the UK traced the ancestral COVID virus back to the USA.
Case closed!
Friday, September 4, 2020
SIA Engineering - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
07/02/19 | Kim Eng | SIA Engineering | 2.51 | 2.85 | Buy | |
07/05/19 | DBS Vickers | SIA Engineering | 2.72 | 3.01 | Buy | |
07/08/19 | CIMB | SIA Engineering | 2.89 | 3.11 | Add | DCF |
07/29/19 | UOB Kay Hian | SIA Engineering | 2.65 | 2.55 | Hold | DCF, Buy @ $2.40 |
07/29/19 | OCBC | SIA Engineering | 2.65 | 2.43 | Hold | |
07/30/19 | Kim Eng | SIA Engineering | 2.68 | 2.85 | Hold | |
09/02/19 | Kim Eng | SIA Engineering | 2.43 | 2.85 | Buy | DCF |
11/04/19 | Lim & Tan | SIA Engineering | 2.65 | 0 | Hold | |
11/05/19 | UOB Kay Hian | SIA Engineering | 2.77 | 3.13 | Buy | |
11/05/19 | DBS Vickers | SIA Engineering | 2.77 | 3.3 | Buy | Sum of parts |
11/05/19 | OCBC | SIA Engineering | 2.77 | 2.86 | Hold | |
11/05/19 | CIMB | SIA Engineering | 2.77 | 3.3 | Add | DCF |
11/26/19 | Kim Eng | SIA Engineering | 2.85 | 3 | Buy | |
12/27/19 | CIMB | SIA Engineering | 2.82 | 3.3 | Add | |
02/04/20 | UOB Kay Hian | SIA Engineering | 2.58 | 3.13 | Buy | DDM |
02/10/20 | Lim & Tan | SIA Engineering | 2.61 | 0 | Hold | |
02/11/20 | OCBC | SIA Engineering | 2.59 | 2.41 | Sell | |
03/20/20 | DBS Vickers | SIA Engineering | 1.56 | 1.35 | Fully Valued | Sum of parts |
05/12/20 | UOB Kay Hian | SIA Engineering | 1.82 | 1.57 | Sell | DDM |
06/08/20 | DBS Vickers | SIA Engineering | 2.22 | 2.3 | Hold | Sum of parts (15% premium) |
07/20/20 | CIMB | SIA Engineering | 1.96 | 1.78 | Hold | |
07/20/20 | DBS Vickers | SIA Engineering | 1.96 | 2.1 | Hold | Sum of parts (15% premium) |
07/21/20 | OCBC | SIA Engineering | 1.97 | 1.8 | Sell | |
08/18/20 | DBS Vickers | SIA Engineering | 1.86 | 2.4 | Buy | Sum of parts |