WTO found the US guilty of illegal imposition of tariffs against China. Hahaha!

https://sg.finance.yahoo.com/news/wto-finds-u-tariffs-china-143458942.html

The US was found guilty by WTO.  Needless to say, the US sanctions are also illegal.

If other countries continue to carry out US tariffs and sanctions against China, these countries will be breaching WTO rules too.

United Engineers - Stock calls

Uni-Asia - Stock calls

 

UMS - Stock calls

Stock calls for 16 September 2020

CIA spy was caught in Venezuela. Hahaha!

https://www.aljazeera.com/news/2020/09/venezuela-captured-spy-sought-sabotage-power-grid-200914190535286.html

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!

The US FED is expected to remain on hold again!

 The US FED is projected to keep its rates on hold again with a 100% probability on Fedwatch tool.

UG Healthcare - Stock calls

 

Tuan Sing - Stock calls

 

Top Glove - Stock calls

Add caption

Stock calls for 15 September 2020

The Indian media is smearing China now.

 https://www.hindustantimes.com/world-news/covid-19-made-in-wuhan-lab-controlled-by-china-govt-claims-virologist-offers-evidence/story-JJTyD7Ts61FLOzPvEQHHQL.html

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

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

Baltic dry index - 1267

 Related stock: Sembcorp Marine, Cosco & Pan ocean.

US rig count - 886

 

Related stock: Keppel Corp, Sembcorp Marine & Cosco.

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