Wednesday, September 16, 2020
CIA spy was caught in Venezuela. Hahaha!
Hahaha!
CIA spy was caught by Venezuela for trying to sabotage oil refineries and electrical service.
If the US can do this to another country, then another country can do this to the US too. This is what I called a fair game!
Tuesday, September 15, 2020
Monday, September 14, 2020
The Indian media is smearing China now.
Let me tear up the Indian's lie by giving my analysis.
I've stated previously that Wuhan was a commercial P4 lab registered with the UN and China won't use a commercial lab to create a biochem weapon since this was usually done in a classified military lab.
http://sg-stock.blogspot.com/2020/04/the-us-is-trying-to-smear-china-again.html
This HK virologist was working in HK and she didn't have any access to Wuhan Lab's material. She also didn't have any security clearance from China to access CDC in China. Therefore, there was no way she could get any intelligence from CDC in China. If Wuhan Lab is government-controlled, the US wouldn't have approved a US$3.7m research grant to Wuhan Lab.
http://sg-stock.blogspot.com/2020/04/the-us-is-trying-to-smear-china-again_23.html
A government-controlled lab won't need to get a research grant from a foreign adversary in the first place.
This HK traitor was just making a claim about Wuhan Lab because she was paid to do so by the US. She couldn't even provide any proof with her professional knowledge. Furthermore, she also couldn't explain the ancestral virus genome which was traced back to the US.
http://sg-stock.blogspot.com/2020/09/the-truth-behind-covid-19-outbreak-is.html
The Indian news media always fabricate news. Another recent example below.
https://thelogicalindian.com/fact-check/taiwan-china-fighter-aircraft-23528
Tiong Woon - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
07/09/20 | Lim & Tan | Tiong Woon | 0.375 | 0 | Accumulate |
Tianjin Zhongxin - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
08/15/19 | UOB Kay Hian | Tianjin Zhongxin | 0.795 | 1.4 | Buy | |
04/20/20 | Lim & Tan | Tianjin Zhongxin | 0.67 | 0 | Accumulate | |
04/21/20 | UOB Kay Hian | Tianjin Zhongxin | 0.715 | 1.35 | Buy | PER10.5x FY20 |
08/19/20 | UOB Kay Hian | Tianjin Zhongxin | 0.87 | 1.25 | Buy | PER9.9x FY20 |
Thai Beverage - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
08/15/19 | DBS Vickers | Thai Beverage | 0.83 | 0.91 | Buy | |
08/15/19 | JP Morgan | Thai Beverage | 0.83 | 0.96 | Overweight | |
08/16/19 | CIMB | Thai Beverage | 0.905 | 1 | Add | Sum of parts |
08/16/19 | DMG & Partners | Thai Beverage | 0.905 | 0.92 | Take Profit | Sum of parts, PER19x FY20 |
08/22/19 | Phillip | Thai Beverage | 0.925 | 0.83 | Neutral | Sum of parts |
09/02/19 | UOB Kay Hian | Thai Beverage | 0.9 | 0.87 | Hold | Sum of parts, Buy @ $0.76 |
10/01/19 | DBS Vickers | Thai Beverage | 0.885 | 0.91 | Buy | |
10/03/19 | CIMB | Thai Beverage | 0.88 | 1 | Add | Sum of parts |
10/03/19 | UOB Kay Hian | Thai Beverage | 0.88 | 0.87 | Hold | Sum of parts, Buy @ $0.76 |
11/25/19 | UOB Kay Hian | Thai Beverage | 0.89 | 0.9 | Hold | Buy @ $0.78 |
11/25/19 | DMG & Partners | Thai Beverage | 0.89 | 0.95 | Neutral | Sum of parts |
11/25/19 | CIMB | Thai Beverage | 0.89 | 1.02 | Add | Sum of parts |
11/25/19 | DBS Vickers | Thai Beverage | 0.89 | 1.04 | Buy | Sum of parts |
11/26/19 | Phillip | Thai Beverage | 0.89 | 0.8 | Reduce | Sum of parts |
11/26/19 | OCBC | Thai Beverage | 0.89 | 0.91 | Hold | |
11/29/19 | Morgan Stanley | Thai Beverage | 0.865 | 1.08 | Overweight | |
11/29/19 | Nomura | Thai Beverage | 0.865 | 1.04 | Buy | |
11/29/19 | JP Morgan | Thai Beverage | 0.865 | 1 | Overweight | |
11/29/19 | Credit Suisse | Thai Beverage | 0.865 | 0.9 | Neutral | |
12/03/19 | UOB Kay Hian | Thai Beverage | 0.89 | 0.9 | Hold | Sum of parts, Buy @ $0.78 |
12/11/19 | DMG & Partners | Thai Beverage | 0.89 | 0.95 | Neutral | |
01/06/20 | DBS Vickers | Thai Beverage | 0.895 | 1.04 | Buy | |
01/28/20 | UOB Kay Hian | Thai Beverage | 0.795 | 0.9 | Hold | Sum of parts, Buy @ $0.75 |
02/17/20 | Phillip | Thai Beverage | 0.785 | 0.95 | Buy | Sum of parts |
02/17/20 | DMG & Partners | Thai Beverage | 0.785 | 0.92 | Buy | Sum of parts |
02/17/20 | UOB Kay Hian | Thai Beverage | 0.785 | 0.9 | Hold | Buy @ $0.75 |
02/17/20 | CIMB | Thai Beverage | 0.785 | 0.9 | Add | Sum of parts |
02/20/20 | Amfrasers | Thai Beverage | 0.845 | 0.96 | Outperform | Sum of parts |
03/10/20 | Amfrasers | Thai Beverage | 0.755 | 0.96 | Outperform | |
04/16/20 | DMG & Partners | Thai Beverage | 0.675 | 0.79 | Buy | Sum of parts |
04/16/20 | OCBC | Thai Beverage | 0.675 | 0.9 | Buy | |
04/20/20 | CIMB | Thai Beverage | 0.695 | 0.7 | Hold | |
05/15/20 | DBS Vickers | Thai Beverage | 0.665 | 0.9 | Buy | Sum of parts |
05/18/20 | Phillip | Thai Beverage | 0.67 | 0.8 | Buy | PER18x FY20 |
05/18/20 | DMG & Partners | Thai Beverage | 0.67 | 0.72 | Neutral | Sum of parts |
05/18/20 | UOB Kay Hian | Thai Beverage | 0.67 | 0.78 | Buy | |
05/18/20 | CIMB | Thai Beverage | 0.67 | 0.7 | Hold | Sum of parts |
05/20/20 | OCBC | Thai Beverage | 0.66 | 0.71 | Hold | |
07/03/20 | DBS Vickers | Thai Beverage | 0.675 | 0.9 | Buy | |
08/07/20 | DBS Vickers | Thai Beverage | 0.63 | 0.9 | Buy | |
08/17/20 | DMG & Partners | Thai Beverage | 0.605 | 0.72 | Buy | Sum of parts |
08/17/20 | CIMB | Thai Beverage | 0.605 | 0.7 | Hold | |
08/17/20 | Amfrasers | Thai Beverage | 0.605 | 0.93 | Outperform | |
08/18/20 | Phillip | Thai Beverage | 0.635 | 0.82 | Buy | PER18x FY21 |
08/18/20 | UOB Kay Hian | Thai Beverage | 0.635 | 0.78 | Buy | Sum of parts |
Stock calls for 14 September 2020
Date | Analyst | Company | Last | Target | Call | Valuation |
09/14/20 | Phillip | A-Reit | 3.27 | 3.63 | Accumulate | |
09/14/20 | Phillip | ART | 0.915 | 1.08 | Buy | |
09/14/20 | Phillip | CapitaCommercial | 1.68 | 1.91 | Accumulate | |
09/14/20 | Phillip | Capitamall Trust | 1.97 | 2.33 | Buy | |
09/14/20 | DIR | Capitamall Trust | 1.97 | 2.65 | Buy | |
09/14/20 | phillip | Dasin Retail | 0.815 | 0.91 | Accumulate | |
09/14/20 | Kim Eng | DBS | 20.51 | 22.9 | Buy | |
09/14/20 | Phillip | Frasers Centrepoint Trust | 2.67 | 2.61 | Accumulate | |
09/14/20 | CIMB | Fu Yu | 0.24 | 0.24 | Hold | GGM, PB1.1x |
09/14/20 | CIMB | Ho Bee | 2.19 | 2.7 | Add | Up from $2.56 |
09/14/20 | Phillip | Ireit | 0.69 | 0.68 | Neutral | |
09/14/20 | Phillip | Keppel DC Reit | 2.88 | 2.57 | Neutral | |
09/14/20 | Lim & Tan | Keppel Reit | 1.07 | 1.18 | Buy | |
09/14/20 | Phillip | Manulife US Reit | 0.755 | 0.9 | Buy | |
09/14/20 | phillip | Prime US Reit | 0.8 | 0.94 | Buy | |
09/14/20 | OCBC | Sembcorp Industries | 1.18 | 1.27 | Hold | Sum of parts, PB0.75x |
09/14/20 | CIMB | Singtel | 2.25 | 3.1 | Add | Sum of parts |
09/14/20 | UOB Kay Hian | Starhub | 1.16 | 1.4 | Buy | DCF |
09/14/20 | Kim Eng | Top Glove | 2.58 | 3.14 | Buy | Ringgit Target $9.53 (ex-2 for 1 bonus), PER9x FY21 |
Saturday, September 12, 2020
The US inflation is coming! - Part 3
https://finance.yahoo.com/news/used-cars-drive-u-consumer-134716870.html
US inflation is firming!
We had already projected this earlier below.
http://sg-stock.blogspot.com/2020/09/the-us-inflation-is-coming-part-2.html
http://sg-stock.blogspot.com/2020/08/the-us-resale-car-market-is-being.html
There many market distortions happening in the US now.
* US property market
* US automobile market
* US treasury market
http://sg-stock.blogspot.com/2020/09/different-market-sectors-are-in.html
Friday, September 11, 2020
Talkmed - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
10/15/19 | DMG & Partners | Talkmed | 0.515 | 0.62 | Buy | |
11/15/19 | DMG & Partners | Talkmed | 0.505 | 0.62 | Buy | DCF |
02/19/20 | DMG & Partners | Talkmed | 0.515 | 0.62 | Buy | DCF |
04/01/20 | DMG & Partners | Talkmed | 0.43 | 0.53 | Buy | DCF |
Suntec Reit - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
07/02/19 | CIMB | Suntec Reit | 1.95 | 2.15 | Add | DDM |
07/02/19 | DBS Vickers | Suntec Reit | 1.95 | 2.2 | Buy | DCF |
07/04/19 | DMG & Partners | Suntec Reit | 1.97 | 1.9 | Neutral | |
07/10/19 | UOB Kay Hian | Suntec Reit | 1.95 | 2 | Hold | DDM, Buy @ $1.82 |
07/29/19 | DMG & Partners | Suntec Reit | 1.92 | 2.08 | Buy | DDM |
07/29/19 | OCBC | Suntec Reit | 1.92 | 2.07 | Hold | |
07/30/19 | UOB Kay Hian | Suntec Reit | 1.93 | 2.02 | Hold | Buy @ $1.84 |
07/30/19 | DBS Vickers | Suntec Reit | 1.93 | 2.15 | Buy | DCF |
08/27/19 | UOB Kay Hian | Suntec Reit | 1.89 | 1.96 | Hold | Buy @ $1.79 |
09/11/19 | DMG & Partners | Suntec Reit | 1.94 | 2.08 | Buy | |
10/02/19 | DMG & Partners | Suntec Reit | 1.91 | 2.08 | Buy | |
10/04/19 | DBS Vickers | Suntec Reit | 1.9 | 2.15 | Buy | |
10/24/19 | OCBC | Suntec Reit | 1.85 | 2.05 | Hold | |
10/25/19 | UOB Kay Hian | Suntec Reit | 1.89 | 1.99 | Hold | Buy @ $1.82 |
12/04/19 | DBS Vickers | Suntec Reit | 1.83 | 2.15 | Buy | |
12/10/19 | DMG & Partners | Suntec Reit | 1.84 | 2.08 | Buy | |
01/03/20 | DMG & Partners | Suntec Reit | 1.85 | 2.08 | Buy | DDM |
01/24/20 | DBS Vickers | Suntec Reit | 1.85 | 2.15 | Buy | DCF |
01/28/20 | OCBC | Suntec Reit | 1.86 | 2.05 | Buy | |
02/25/20 | OCBC | Suntec Reit | 1.8 | 2.05 | Buy | |
03/18/20 | DBS Vickers | Suntec Reit | 1.31 | 2.15 | Buy | |
03/30/20 | DMG & Partners | Suntec Reit | 1.33 | 2.08 | Buy | |
04/03/20 | DMG & Partners | Suntec Reit | 1.1 | 1.78 | Buy | DDM |
04/03/20 | OCBC | Suntec Reit | 1.1 | 1.5 | Buy | |
04/03/20 | Jefferies | Suntec Reit | 1.1 | 1.25 | Hold | |
04/23/20 | CIMB | Suntec Reit | 1.29 | 1.75 | Add | DDM |
06/08/20 | DBS Vickers | Suntec Reit | 1.6 | 1.81 | Buy | DCF |
06/23/20 | DMG & Partners | Suntec Reit | 1.45 | 1.78 | Buy | |
07/01/20 | DMG & Partners | Suntec Reit | 1.41 | 1.78 | Buy | DDM |
07/27/20 | OCBC | Suntec Reit | 1.39 | 1.57 | Buy | |
09/03/20 | Jefferies | Suntec Reit | 1.42 | 1.7 | Buy |
Sunpower - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
08/16/19 | UOB Kay Hian | Sunpower | 0.44 | 0.83 | Buy | |
12/06/19 | Amfrasers | Sunpower | 0.55 | 0.91 | outperform | Sum of parts |
12/16/19 | DBS Vickers | Sunpower | 0.59 | 0.81 | Buy | DCF |
03/02/20 | UOB Kay Hian | Sunpower | 0.525 | 0.88 | Buy | Sum of parts |
03/03/20 | DBS Vickers | Sunpower | 0.53 | 0.84 | Buy | |
03/10/20 | Amfrasers | Sunpower | 0.47 | 0.91 | outperform | Sum of parts |
04/20/20 | DBS Vickers | Sunpower | 0.425 | 0.49 | Hold | DCF |
05/18/20 | Amfrasers | Sunpower | 0.43 | 0.91 | Buy | Sum of parts |
05/18/20 | DBS Vickers | Sunpower | 0.43 | 0.49 | Hold | DCF |
05/20/20 | UOB Kay Hian | Sunpower | 0.445 | 0.88 | Buy | |
08/14/20 | DBS Vickers | Sunpower | 0.58 | 0.69 | Buy | DCF |
08/14/20 | UOB Kay Hian | Sunpower | 0.58 | 0.92 | Buy | Sum of parts |
08/17/20 | Amfrasers | Sunpower | 0.575 | 0.91 | outperform | Sum of parts |
Stock calls for 11 September 2020
Date | Analyst | Company | Last | Target | Call | Valuation |
09/11/20 | Kim Eng | AEM | 3.29 | 5.05 | Buy | |
09/11/20 | DBS Vickers | Jumbo | 0.325 | 0.21 | Fully Valued | |
09/11/20 | DBS Vickers | Koufu | 0.67 | 0.77 | Buy | |
09/11/20 | DBS Vickers | Lendlease Reit | 0.66 | 0.85 | Buy | |
09/11/20 | DBS Vickers | OCBC | 8.58 | 9.3 | Hold | GGM, PB0.8x FY21 |
09/11/20 | Lim & Tan | PanUnited | 0.29 | 0.31 | Hold | PB1x FY20 |
09/11/20 | UOB Kay Hian | SATS | 2.91 | 3.1 | Hold | Buy @ $2.75 |
09/11/20 | DBS Vickers | SPH Reit | 0.885 | 0.8 | Hold | |
09/11/20 | UOB Kay Hian | ST Engineering | 3.41 | 3.6 | Hold | Buy @ $3.30 |
09/11/20 | DBS Vickers | Starhill | 0.455 | 0.5 | Hold | |
09/11/20 | DBS Vickers | UOB | 19.39 | 22.2 | Buy | GGM, PB0.9x FY21 |
Thursday, September 10, 2020
The US inflation is coming! - Part 2
https://finance.yahoo.com/news/druckenmiller-says-inflation-could-reach-121455086.html
A chief strategist has supported my prediction that US inflation is coming!
http://sg-stock.blogspot.com/2020/09/the-us-inflation-is-coming.html
He is saying that US inflation may reach 10% in a few years. A 10% inflation with low or no economic growth is called stagflation and this is something very difficult to resolve.
If you've been reading my blog, you would know that I've been warning about US inflation especially hyperinflation because of the US FED actions.