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Tuesday, April 12, 2011

Hotel Properties - Target price was upgraded by Kim Eng.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

03/04/11 Kim Eng Hotel Properties 2.4 3.42 Buy RNAV (20% discount)

Hongkong Land - Hold call by Deutsche.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

03/10/11 Deutsche Hongkong Land 6.98 7.4 Hold

Hong Leong Finance (HL Finance) - Buy calls from analysts.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

03/08/11 DMG & Partners Hong Leong Finance 2.96 3.61 Buy PB1x

02/25/11 Lim & Tan Hong Leong Finance 2.86 0 Buy

Monday, April 11, 2011

Baltic Dry Index (BDI) - 1376

Quote:

The index fell 1.78 per cent or 25 points to 1,376 points on Friday, in a ninth straight fall, and was at its lowest since March 4.

End Quote.

Hong Leong Asia (HL Asia) - Mixed calls from analysts.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

01/28/11 CIMB Hong Leong Asia 2.93 3.23 Underperform
03/02/11 CIMB Hong Leong Asia 2.84 3.01 Underperform Sum of parts

03/02/11 DMG & Partners Hong Leong Asia 2.84 3.7 Buy RNAV (20% discount)
03/03/11 DMG & Partners Hong Leong Asia 2.77 3.7 Buy Sum of parts (20% discount)

Ho Bee - Mixed calls from analysts.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

02/25/11 CIMB Ho Bee 1.31 1.85 Outperform RNAV (25% discount)

03/16/11 DBS Vickers Ho Bee 1.36 1.93 Buy

12/23/10 DIR Ho Bee 1.57 1.92 Hold

03/09/11 DMG & Partners Ho Bee 2.96 3.61 Buy

02/25/11 Kim Eng Ho Bee 1.31 2.01 Buy

02/25/11 phillip Ho Bee 1.31 1.42 Hold

Hi-P - Analysts love this stock.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

02/23/11 Credit Suisse Hi-P 1.11 1.4 Outperform

02/22/11 DBS Vickers Hi-P 1.12 1.43 Buy
02/23/11 DBS Vickers Hi-P 1.11 1.43 Buy PER11x
03/03/11 DBS Vickers Hi-P 1.2 1.43 Buy PER11x
03/29/11 DBS Vickers Hi-P 1.15 1.43 Buy PER11x

02/24/11 DMG & Partners Hi-P 1.11 1.28 Buy PER13.2x

02/22/11 Lim & Tan Hi-P 1.12 0 Buy
02/24/11 Lim & Tan Hi-P 1.11 0 Buy
02/25/11 Lim & Tan Hi-P 1.17 0 Buy
03/01/11 Lim & Tan Hi-P 1.2 0 Buy
03/04/11 Lim & Tan Hi-P 1.22 0 Buy
03/15/11 Lim & Tan Hi-P 1.15 0 Buy
03/18/11 Lim & Tan Hi-P 1.04 0 Buy Buy on weakness
03/28/11 Lim & Tan Hi-P 1.14 0 Buy

Sunday, April 10, 2011

Hiap Seng - Buy call from CIMB but fully valued by DBS Vickers.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

02/08/11 CIMB Hiap Seng 0.57 0.7 Trading Buy PER7.5x
02/14/11 CIMB Hiap Seng 0.56 0.67 Trading Buy PER7.5x
04/01/11 CIMB Hiap Seng 0.5 0.67 Trading Buy

02/08/11 DBS Vickers Hiap Seng 0.565 0.56 Fully Valued Sum of parts
02/14/11 DBS Vickers Hiap Seng 0.555 0.56 Fully Valued

Hersing - Target price was downgraded by Phillip.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

02/28/11 phillip Hersing 0.27 0.32 Buy

Guocoland - Hold call from DBS Vickers.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

03/16/11 DBS Vickers Guocoland 2.45 2.08 Hold

Saturday, April 9, 2011

Goodpack - Mixed calls from analysts.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

02/15/11 CIMB Goodpack 2.21 2.19 Underperform PER19x
03/11/11 CIMB Goodpack 1.96 2.19 Neutral PER19x

03/15/11 DBS Vickers Goodpack 1.86 2.25 Buy DCF & PER14.7x
03/21/11 DBS Vickers Goodpack 1.74 2.25 Buy

02/15/11 DMG & Partners Goodpack 2.21 2.12 Neutral DCF
03/21/11 DMG & Partners Goodpack 1.74 2 Buy
03/22/11 DMG & Partners Goodpack 1.74 2 Buy DCF

02/16/11 IIFL Goodpack 2.25 2.28 Reduce

02/15/11 Kim Eng Goodpack 2.21 2.48 Buy PER25x
03/21/11 Kim Eng Goodpack 1.74 2.42 Buy PER25x

02/15/11 OCBC Goodpack 2.21 2.28 Under Review

Golden Agri - 4 buy call, 1 hold call & 1 sell call.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

01/28/11 CIMB Golden Agri 0.72 0.88 Trading Buy
03/01/11 CIMB Golden Agri 0.65 0.85 Outperform PER16x

03/04/11 CLSA Golden Agri 0.7 0.87 Buy
03/07/11 CLSA Golden Agri 0.7 0.87 Buy

03/01/11 DMG & Partners Golden Agri 0.65 0.83 Buy
03/31/11 DMG & Partners Golden Agri 0.695 0.83 Buy

02/08/11 OCBC Golden Agri 0.72 0.91 Buy
03/01/11 OCBC Golden Agri 0.65 0.88 Buy PER17x
03/21/11 OCBC Golden Agri 0.64 0.88 Buy PER17x

02/11/11 phillip Golden Agri 0.715 0.74 Hold
03/01/11 phillip Golden Agri 0.65 0.74 Hold DCF

03/01/11 UOB Kay Hian Golden Agri 0.695 0.73 Hold
04/04/11 UOB Kay Hian Golden Agri 0.705 0.62 Sell

GMG - BofA loves rubber plantation.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

01/26/11 BofA GMG 0.285 0.5 Buy PER15.5x

Friday, April 8, 2011

Global Palm Resources - OCBC doesn't like this stock that it has downgraded its target price.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

01/26/11 OCBC Global Palm Resources 0.355 0.4 Hold PER18x
03/04/11 OCBC Global Palm Resources 0.345 0.365 Hold PER18x

Global Logistics - Buy calls from analysts.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

02/15/11 DBS Vickers Global Logistics 1.96 2.76 Buy Sum of parts
03/16/11 DBS Vickers Global Logistics 1.88 2.76 Buy

02/14/11 JP Morgan Global Logistics 1.93 0 Overweight

Genting HK - 3 buy calls & 2 sell calls.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

04/07/11 CIMB Genting Hong Kong 0.42 0.48 Outperform Sum of parts

03/25/11 Credit Suisse Genting Hong Kong 0.42 0.37 Sell PER22.2x, EV/Ebitda 10.9x

03/14/11 Kim Eng Genting Hong Kong 0.395 0.54 Buy Sum of parts
03/25/11 Kim Eng Genting Hong Kong 0.42 0.54 Buy Sum of parts

01/24/11 Macquarie Genting Hong Kong 0.47 0.6 Outperform

03/28/11 UOB Kay Hian Genting Hong Kong 0.42 0.37 Sell

Thursday, April 7, 2011

Genting - 9 buy calls & 3 hold calls.

01/24/11 CIMB Genting 2.15 2.7 Outperform Sum of parts
01/25/11 CIMB Genting 2.12 2.7 Outperform Sum of parts
01/28/11 CIMB Genting 2.06 2.7 Outperform
02/09/11 CIMB Genting 2.09 2.7 Outperform Sum of parts
02/23/11 CIMB Genting 1.98 2.7 Outperform Sum of parts

02/07/11 Citigroup Genting 2.13 2.6 Buy

01/28/11 Credit Suisse Genting 2.04 0 Outperform
02/11/11 Credit Suisse Genting 2.03 2.65 Outperform

03/30/11 DBS Vickers Genting 2 2.7 Buy Sum of parts

02/23/11 DMG & Partners Genting 1.98 2.51 Buy

01/28/11 HSBC Genting 2.06 1.95 Underweight EV/Ebitda
02/24/11 HSBC Genting 1.98 2.16 Neutral

02/23/11 JP Morgan Genting 1.98 2.15 Neutral

02/22/11 Lim & Tan Genting 2 0 Buy

02/21/11 OCBC Genting 2.01 2.53 Buy
02/23/11 OCBC Genting 1.98 2.53 Buy DCF
03/31/11 OCBC Genting 2.07 2.53 Buy DCF

02/22/11 phillip Genting 1.99 2.36 Buy

02/07/11 UBS Genting 2.13 2.39 Neutral
03/23/11 UBS Genting 1.93 2.3 Buy EV/Ebitda 15x

02/23/11 UOB Kay Hian Genting 1.98 1.94 Hold

Gallant Venture - Buy calls from analysts.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

04/06/11 DBS Vickers Gallant Venture 0.43 0.88 Buy Sum of parts

01/27/11 Kim Eng Gallant Venture 0.42 0.75 Buy Sum of parts
02/15/11 Kim Eng Gallant Venture 0.39 0.75 Buy Sum of parts

Fuxing China - Buy calls from analysts.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

02/03/11 NRA Fuxing China 0.165 0.28 Overweight PER11x

03/02/11 DMG & Partners Fuxing China 0.17 0.255 Buy PER9x

Wednesday, April 6, 2011

Frasers Commercial Trust (FCOT) - How is this trust faring after shares consolidation?

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

03/09/11 DBS Vickers Frasers Commercial Trust 0.82 1.05 Buy

01/28/11 OCBC Frasers Commercial Trust 0.17 0.18 Buy RNAV (40% discount), Div Yield 7.26%
02/10/11 OCBC Frasers Commercial Trust 0.86 0.9 Buy
02/11/11 OCBC Frasers Commercial Trust 0.85 0.92 Buy RNAV (40% discount)
03/03/11 OCBC Frasers Commercial Trust 0.805 0.92 Buy
03/15/11 OCBC Frasers Commercial Trust 0.79 0.92 Buy Under Review
03/25/11 OCBC Frasers Commercial Trust 0.785 0.92 Buy

01/31/11 phillip Frasers Commercial Trust 0.17 0.18 Hold