Saturday, December 26, 2020
China will surpass the US GDP in 2028 and exceed the combined GDP of the US & Japan by 2035. - Part 2
https://www.asiaone.com/money/china-leapfrog-us-worlds-biggest-economy-2028-think-tank
CEBR has just released its economic assessment after JCER.
Both non-profit entities stated that China would overtake the US in 2028.
http://sg-stock.blogspot.com/2020/12/china-will-surpass-us-gdp-in-2028-and.html
Friday, December 25, 2020
Malaysia has given SG a "great" Christmas gift by terminating the SG-KL HSR.
Malaysia has terminated SG-KL HSR by paying a discounted penalty of RM$300m. It was supposed to be RM$500m penalty as stated in the termination clause.
http://sg-stock.blogspot.com/2018/06/the-kl-sg-hsr-is-terminated-officially.html
Either SG is incompetent to collect the RM$500m penalty or Malaysia is too brilliant to get a discount from SG. In other words, SG has given RM$200m to Malaysia as a Christmas gift.
China Everbright - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
05/29/20 | DBS Vickers | China Everbright | 0.199 | 0.49 | Buy | PER7x |
08/14/20 | DBS Vickers | China Everbright | 0.235 | 0.33 | Buy |
China Aviation Oil - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/21/20 | DMG & Partners | China Aviation Oil | 1.28 | 1.55 | Buy | |
02/27/20 | CIMB | China Aviation Oil | 1.16 | 1.25 | Hold | PER8.5x FY21 |
02/28/20 | DBS Vickers | China Aviation Oil | 1.16 | 1.65 | Buy | PER10x FY20 |
03/12/20 | DMG & Partners | China Aviation Oil | 0.965 | 1.3 | Buy | Sum of parts |
04/22/20 | DMG & Partners | China Aviation Oil | 1.02 | 1.3 | Buy | Sum of parts |
04/23/20 | DMG & Partners | China Aviation Oil | 1.02 | 1.25 | Buy | Sum of parts, PB0.9x |
05/12/20 | DMG & Partners | China Aviation Oil | 1.02 | 1.25 | Buy | Sum of parts, PER2.6x FY21 (ex-cash) |
06/12/20 | DMG & Partners | China Aviation Oil | 1.14 | 1.25 | Buy | PB0.9x, PER3.5x FY21 (ex-cash) |
07/06/20 | DMG & Partners | China Aviation Oil | 1.02 | 1.25 | Buy | Sum of parts |
08/13/20 | DMG & Partners | China Aviation Oil | 0.93 | 0.95 | Neutral | Sum of parts |
08/25/20 | DBS Vickers | China Aviation Oil | 0.865 | 1.2 | Buy | PER11x FY20/21 |
09/07/20 | DBS Vickers | China Aviation Oil | 0.94 | 1.2 | Buy | |
09/30/20 | DMG & Partners | China Aviation Oil | 0.895 | 1.05 | Buy | |
10/13/20 | DBS Vickers | China Aviation Oil | 1 | 1.2 | Buy | |
10/14/20 | DMG & Partners | China Aviation Oil | 1 | 1.15 | Buy | |
11/03/20 | DBS Vickers | China Aviation Oil | 0.92 | 1.2 | Buy | |
12/02/20 | DMG & Partners | China Aviation Oil | 1.08 | 1.25 | Buy |
Centurion - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/08/20 | CIMB | Centurion | 0.44 | 0.61 | Add | DCF |
03/02/20 | DMG & Partners | Centurion | 0.445 | 0.49 | Neutral | DCF |
03/02/20 | DBS Vickers | Centurion | 0.445 | 0.53 | Buy | DCF |
03/18/20 | CIMB | Centurion | 0.39 | 0.58 | Add | DCF |
03/30/20 | DBS Vickers | Centurion | 0.395 | 0.41 | Hold | DCF |
04/13/20 | CIMB | Centurion | 0.385 | 0.58 | Add | |
04/22/20 | DBS Vickers | Centurion | 0.38 | 0.41 | Hold | DCF |
04/29/20 | DMG & Partners | Centurion | 0.385 | 0.41 | Neutral | DCF |
05/18/20 | DBS Vickers | Centurion | 0.375 | 0.42 | Hold | DCF |
08/13/20 | DBS Vickers | Centurion | 0.355 | 0.39 | Hold | DCF |
08/20/20 | CIMB | Centurion | 0.37 | 0.4 | Add | |
09/03/20 | CIMB | Centurion | 0.35 | 0.4 | Add | DCF |
10/19/20 | UOB Kay Hian | Centurion | 0.34 | 0.44 | Buy | DCF |
Wednesday, December 23, 2020
Tuesday, December 22, 2020
Monday, December 21, 2020
Subscribe to:
Posts (Atom)