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Monday, December 4, 2017

China Everbright - Stock calls


Date Analyst Company Last Target Call Valuation
01/26/16 Deutsche China Everbright 0.43 1 Buy
02/22/16 Deutsche China Everbright 0.475 0.8 Buy DCF
02/23/16 CIMB China Everbright 0.5 0.81 Add DCF
02/23/16 DMG & Partners China Everbright 0.5 0.82 Buy DCF, PER23.5x FY16
04/13/16 DBS Vickers China Everbright 0.555 0.64 Buy PER25x
04/20/16 DBS Vickers China Everbright 0.63 0.69 Buy
05/09/16 phillip China Everbright 0.64 0.73 Accumulate PER19.3x
05/16/16 CIMB China Everbright 0.67 0.81 Add DCF
05/17/16 DBS Vickers China Everbright 0.66 0.69 Buy
06/13/16 DBS Vickers China Everbright 0.645 0.69 Buy
07/15/16 CIMB China Everbright 0.66 0.81 Add DCF
08/10/16 CIMB China Everbright 0.6 0.67 Hold DCF
08/10/16 DBS Vickers China Everbright 0.6 0.66 Buy PER26x FY16
08/10/16 DMG & Partners China Everbright 0.6 0.8 Buy DCF
08/10/16 phillip China Everbright 0.6 0.69 Accumulate PER19.2x
11/16/16 phillip China Everbright 0.535 0.63 Accumulate PER19.8x
12/06/16 CIMB China Everbright 0.495 0.54 Hold DCF
12/07/16 Deutsche China Everbright 0.495 0.7 Buy
01/03/17 DMG & Partners China Everbright 0.5 0.62 Buy
02/27/17 phillip China Everbright 0.435 0.56 Buy PER17.4x
02/28/17 DMG & Partners China Everbright 0.44 0.54 Buy DCF
03/13/17 DBS Vickers China Everbright 0.44 0.64 Buy PER24x
03/30/17 DMG & Partners China Everbright 0.475 0.54 Buy
04/03/17 DBS Vickers China Everbright 0.475 0.64 Buy
05/15/17 DBS Vickers China Everbright 0.48 0.64 Buy PER24x
05/15/17 phillip China Everbright 0.48 0.57 Accumulate PER16.7x
08/08/17 DMG & Partners China Everbright 0.475 0.54 Buy DCF
08/10/17 phillip China Everbright 0.485 0.61 Buy PER17.1x
08/10/17 DBS Vickers China Everbright 0.485 0.65 Buy PER24x FY18
10/11/17 DBS Vickers China Everbright 0.465 0.65 Buy PER24x FY18
10/20/17 phillip China Everbright 0.46 0.54 Buy PER15.9x
11/15/17 DMG & Partners China Everbright 0.45 0.54 Buy DCF
11/17/17 phillip China Everbright 0.445 0.59 Buy PER17.4x FY18

Stock calls for 4 December 2017


Date Analyst Company Last Target Call Valuation
12/04/17 Kim Eng Best World 1.26 1.88 Buy PER19x FY18, PEG0.7x
12/04/17 Phillip CapitaRetail China 1.64 1.66 Neutral DDM
12/04/17 phillip Dairy Farm 8.08 9.89 Buy
12/04/17 phillip F & N 2.58 2.83 Accumulate
12/04/17 CIMB First Resources 1.88 2.13 Add
12/04/17 Lim & Tan Keppel Corp 7.76 0 Buy
12/04/17 Phillip Mapletree Industrial 1.99 2.06 Hold
12/04/17 OCBC Mapletree Industrial 1.99 2.06 Hold
12/04/17 phillip Old Chang Kee 0.76 0.98 Buy
12/04/17 UOB Kay Hian SATS 5.24 6 Buy
12/04/17 UOB Kay Hian Sembcorp Marine 1.87 2.1 Buy PB1.6x FY19
12/04/17 Amfrasers Sembcorp Marine 1.87 2.05 Hold
12/04/17 DMG & Partners SGX 7.55 9 Buy PER24x FY19
12/04/17 phillip Sheng Siong 0.935 1.18 Buy
12/04/17 DBS Vickers Singapore Post 1.28 1.23 Hold
12/04/17 Phillip Thai Beverage 0.96 1.18 Buy

Saturday, December 2, 2017

Baltic dry index - 1626

Today, Friday, December 01 2017, the Baltic Dry Index climbed by 48 points, reaching 1626 points.
Baltic Dry Index is compiled by the London-based Baltic Exchange and covers prices for transported cargo such as coal, grain and iron ore. The index is based on a daily survey of agents all over the world. Baltic Dry hit a temporary peak on May 20, 2008, when the index hit 11,793. The lowest level ever reached was on Wednesday the 10th of February 2016, when the index dropped to 290 points.
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Related stocks: Sembcorp Marine, Cosco & Pan Ocean

US rig count - 929

HOUSTON (AP) — The number of rigs exploring for oil and natural gas in the U.S. went up by six this week to 929.
That’s a significant rise from 597 rigs that were active this time a year ago.
According to Houston oilfield services company Baker Hughes, 749 rigs were drilling for oil and 180 for natural gas this week. Baker Hughes released its tabulation Friday.
Among major oil- and gas-producing states, Texas gained four rigs to reach 454 total. Kansas, New Mexico, North Dakota, and Utah each added one.
Louisiana and Colorado each lost one rig.
Alaska, Arkansas, California, Ohio, Oklahoma, Pennsylvania, West Virginia and Wyoming were unchanged.
The U.S. rig count peaked at 4,530 in 1981. It bottomed out in May of 2016 at 404.
======================
Related stocks: Keppel Corp, Sembcorp Marine & Cosco

Canada to proclaim 13 December as Nanjing Massacre Commemorative Day!

http://en.people.cn/n3/2017/1201/c90000-9299327.html

Great job to Canadian lawmaker!

Our PM Lee asked the Japanese not to apologize anymore for its past atrocities but the righteous Canada will proclaim 13 December as Nanjing Massacre Commemorative Day in Canada.

SG was also a victim in the past but SG dared not offend Japan.  Instead, SG chose to offend China and SK.  What was SG thinking!

http://www.dailymail.co.uk/wires/afp/article-3102924/Asia-WWII-Singapore-PM.html

Our PM Lee needed an Asian history lesson because he alluded the Japanese to the European.  The Germans didn't whitewash its past atrocities (Hitler & NAZIs) like the Japanese did and Japan was not remorseful for what it did.  Therefore, we must continue to demand Japan to apologize until Japan corrects its history in Japan.

http://sg-stock.blogspot.sg/2017/06/japan-consulate-is-trying-to-whitewash.html

https://sg-stock.blogspot.sg/2016/08/why-is-world-willing-to-move-on-after.html

Friday, December 1, 2017

Disgusting Shenzhen restaurant uses leftover oil from leftover food.

https://sg.news.yahoo.com/chinese-grilled-fish-restaurant-shockingly-reuses-oil-leftover-food-074945584.html

This is utterly disgusting.  Therefore, don't ever think that it is safe to eat at a restaurant in China.  Even reputable fast-food restaurants may not be safe as they hired local food purchasers who are prone to bribery and corruption.  It will take a generation to get rid of this bad culture in China.

China Aviation Oil - Stock calls


Date Analyst Company Last Target Call Valuation
01/14/16 DMG & Partners China Aviation Oil 0.655 1.24 Buy DCF, PER12.4x FY16
02/26/16 DMG & Partners China Aviation Oil 0.615 1.28 Buy DCF, PER11.8x FY16
03/28/16 phillip China Aviation Oil 0.795 0.92 Accumulate DCF
04/25/16 phillip China Aviation Oil 0.915 0.92 Neutral DCF
04/27/16 DMG & Partners China Aviation Oil 0.895 1.22 Buy DCF, PEG0.9x FY16
05/03/16 DBS Vickers China Aviation Oil 0.87 1.04 Buy PER & PB
05/26/16 UOB Kay Hian China Aviation Oil 0.995 1.56 Buy DCF, PER12x FY17, PB1.4x
06/10/16 UOB Kay Hian China Aviation Oil 1.17 1.56 Buy DCF, PER12x FY17, PB1.4x FY17
07/08/16 DBS Vickers China Aviation Oil 1.3 1.62 Buy PER12x FY17
07/12/16 UOB Kay Hian China Aviation Oil 1.375 1.85 Buy PER14.4x FY17
07/29/16 UOB Kay Hian China Aviation Oil 1.46 1.9 Buy PER14.4x FY17
08/02/16 phillip China Aviation Oil 1.445 1.92 Buy PER14.2x
08/03/16 DBS Vickers China Aviation Oil 1.47 1.7 Buy PER12x FY17
08/29/16 UOB Kay Hian China Aviation Oil 1.365 1.9 Buy PER14.4x FY17
10/03/16 UOB Kay Hian China Aviation Oil 1.34 1.9 Buy PER14.4x FY17
11/03/16 DMG & Partners China Aviation Oil 1.43 1.61 Buy
11/03/16 UOB Kay Hian China Aviation Oil 1.43 1.9 Buy PER14.4x FY17
11/04/16 DBS Vickers China Aviation Oil 1.4 1.7 Buy PER12x FY17
11/04/16 phillip China Aviation Oil 1.4 1.92 Buy PER13.9x
12/05/16 UOB Kay Hian China Aviation Oil 1.38 1.9 Buy
01/03/17 UOB Kay Hian China Aviation Oil 1.4 1.9 Buy
01/05/17 UOB Kay Hian China Aviation Oil 1.4 2.01 Buy PER14.4x FY17
01/13/17 DBS Vickers China Aviation Oil 1.505 1.7 Buy
01/17/17 CIMB China Aviation Oil 1.505 2 Add PER13x CY18
02/24/17 DBS Vickers China Aviation Oil 1.51 1.85 Buy PER12x FY18
02/24/17 UOB Kay Hian China Aviation Oil 1.51 2.21 Buy PER14.4x FY17
02/27/17 CIMB China Aviation Oil 1.525 2.28 Add PER13x FY18
02/27/17 phillip China Aviation Oil 1.525 2 Buy PER11.7x FY17
02/28/17 Edison China Aviation Oil 1.525 1.53 Buy DCF
03/02/17 UOB Kay Hian China Aviation Oil 1.525 2.21 Buy
03/03/17 DMG & Partners China Aviation Oil 1.5 1.83 Buy PER11.2x FY17, PEG1x FY17
03/17/17 DBS Vickers China Aviation Oil 1.475 1.85 Buy
03/24/17 CIMB China Aviation Oil 1.465 2.28 Add PER13x FY18
04/03/17 UOB Kay Hian China Aviation Oil 1.525 2.21 Buy
04/10/17 CIMB China Aviation Oil 1.64 2.28 Add PER13x FY18
04/20/17 UOB Kay Hian China Aviation Oil 1.63 2.26 Buy PER14.4x FY17
04/21/17 phillip China Aviation Oil 1.635 2 Buy PER11.7x
04/26/17 DMG & Partners China Aviation Oil 1.625 1.9 Buy PER11.3x FY17, PEG0.68x FY17
05/03/17 UOB Kay Hian China Aviation Oil 1.62 2.26 Buy
05/31/17 CIMB China Aviation Oil 1.685 2.28 Add
06/09/17 CIMB China Aviation Oil 1.65 2.2 Buy PER13x FY18
06/13/17 UOB Kay Hian China Aviation Oil 1.685 2.01 Buy
06/28/17 DMG & Partners China Aviation Oil 1.665 1.9 Buy PER11.3x FY17, PEG0.68x FY17
07/03/17 UOB Kay Hian China Aviation Oil 1.67 2.26 Buy PER14.4x FY17
07/27/17 DBS Vickers China Aviation Oil 1.765 1.85 Buy PER12x FY18
07/28/17 DMG & Partners China Aviation Oil 1.67 1.9 Buy PER11.3x FY17, PEG0.61x FY17
07/28/17 CIMB China Aviation Oil 1.67 2.08 Add PER13x FY18
07/31/17 phillip China Aviation Oil 1.65 2 Buy PER11.7x
07/31/17 DBS Vickers China Aviation Oil 1.65 2.08 Buy PER13x FY18
08/17/17 UOB Kay Hian China Aviation Oil 1.535 2.26 Buy
11/03/17 UOB Kay Hian China Aviation Oil 1.76 2.26 Buy PER14.4x FY17
11/03/17 DMG & Partners China Aviation Oil 1.76 1.8 Neutral PER12x FY17
11/03/17 CIMB China Aviation Oil 1.76 2.08 Add PER13x FY18
11/03/17 DBS Vickers China Aviation Oil 1.76 2.08 Buy
11/06/17 phillip China Aviation Oil 1.67 2 Buy PER11.5x FY18

Centurion - Stock calls


Date Analyst Company Last Target Call Valuation
02/04/16 DBS Vickers Centurion 0.355 0.59 Buy
02/24/16 DMG & Partners Centurion 0.375 0.39 Neutral DCF
05/11/16 DMG & Partners Centurion 0.385 0.39 Neutral DCF
11/16/16 Kim Eng Centurion 0.34 0.36 Hold DCF, Cut from $0.37
11/24/16 phillip Centurion 0.32 0.42 Buy DCF
02/06/17 phillip Centurion 0.36 0.42 Buy
03/02/17 DMG & Partners Centurion 0.405 0.39 Neutral DCF
03/02/17 Kim Eng Centurion 0.405 0.41 Hold DCF
03/03/17 phillip Centurion 0.4 0.42 Accumulate DCF
03/31/17 Lim & Tan Centurion 0.41 0 Hold
04/03/17 phillip Centurion 0.42 0.42 Accumulate DCF
05/19/17 phillip Centurion 0.445 0.48 Accumulate DCF
08/11/17 Kim Eng Centurion 0.545 0.55 Hold DCF
08/11/17 phillip Centurion 0.545 0.59 Accumulate DCF
11/10/17 phillip Centurion 0.535 0.59 Accumulate DCF

Stock calls for 1 December 2017


Date Analyst Company Last Target Call Valuation
12/01/17 UOB Kay Hian A-Reit 2.64 3.05 Buy
12/01/17 UOB Kay Hian ART 1.19 1.23 Hold
12/01/17 UOB Kay Hian CapitaCommercial 1.89 2.09 Buy
12/01/17 UOB Kay Hian Capitaland 3.53 5.06 Buy
12/01/17 UOB Kay Hian Capitamall Trust 2.05 2.04 Hold
12/01/17 UOB Kay Hian CDL Hospitality 1.65 1.88 Buy
12/01/17 UOB Kay Hian City Developments 12.11 14.03 Buy
12/01/17 UOB Kay Hian DBS 24.43 26.1 Buy GGM, PB1.38x FY18
12/01/17 UOB Kay Hian Frasers Centrepoint Trust 2.22 2.43 Buy
12/01/17 UOB Kay Hian Frasers Hospitality Trust 0.775 0.85 Buy
12/01/17 UOB Kay Hian Frasers Logistics 1.08 1.2 Buy
12/01/17 Amfrasers Golden Energy 0.4 0.78 Buy
12/01/17 phillip Golden Energy 0.4 0.59 Buy
12/01/17 UOB Kay Hian Guocoland 2.08 2.8 Buy
12/01/17 UOB Kay Hian Ho Bee 2.48 3.02 Buy
12/01/17 DBS Vickers Hong Fok 0.825 1.31 Not Rated RNAV (40% discount)
12/01/17 UOB Kay Hian Keppel Reit 1.26 1.43 Buy
12/01/17 UOB Kay Hian Mapletree Industrial 1.97 1.88 Hold
12/01/17 UOB Kay Hian Mapletree Logistics 1.27 1.37 Buy
12/01/17 UOB Kay Hian OCBC 12.45 13.56 Buy GGM, PB1.44x FY18
12/01/17 OCBC OUE Hospitality 0.815 0.82 Hold
12/01/17 UOB Kay Hian Oxley 0.6 0.74 Buy
12/01/17 UOB Kay Hian Parkway Life 2.9 3 Buy
12/01/17 Lim & Tan SPH Reit 1.05 0 Hold
12/01/17 UOB Kay Hian Suntec Reit 2.04 2.13 Hold
12/01/17 DMG & Partners UOB 26.2 28.8 Buy GGM, PB1.33x FY18
12/01/17 UOB Kay Hian Wheelock Properties 1.9 2.33 Buy
12/01/17 UOB Kay Hian Wing Tai 2.17 2.78 Buy

Thursday, November 30, 2017

CEI - Stock calls


Date Analyst Company Last Target Call Valuation
09/08/16 CIMB CEI 0.785 1.04 Add PER9.2x
11/18/16 CIMB CEI 0.85 1.04 Add PER9.2x
12/05/16 CIMB CEI 0.82 1.04 Add PER9.2x
02/14/17 CIMB CEI 0.94 1.11 Add PER9.2x FY18
07/05/17 CIMB CEI 1.06 1.11 Add PER9.2x FY18
08/28/17 CIMB CEI 1.025 1.08 Add PER9.74x

CDL Hospitality - Stock calls


Date Analyst Company Last Target Call Valuation
01/05/16 UOB Kay Hian CDL Hospitality 1.32 1.64 Buy
01/08/16 DBS Vickers CDL Hospitality 1.305 1.54 Buy DCF
01/29/16 CIMB CDL Hospitality 1.28 1.34 Hold DDM
01/29/16 Credit Suisse CDL Hospitality 1.28 1.41 Neutral
01/29/16 DIR CDL Hospitality 1.28 1.6 Buy DDM
01/29/16 DMG & Partners CDL Hospitality 1.28 1.14 Sell DDM
01/29/16 Lim & Tan CDL Hospitality 1.28 0 Accumulate
01/29/16 OCBC CDL Hospitality 1.28 1.38 Buy
03/10/16 OCBC CDL Hospitality 1.285 1.38 Buy
03/17/16 DMG & Partners CDL Hospitality 1.29 1.48 Buy DDM
03/30/16 UOB Kay Hian CDL Hospitality 1.29 1.64 buy DDM
04/12/16 OCBC CDL Hospitality 1.31 1.38 Buy
04/13/16 DBS Vickers CDL Hospitality 1.36 1.54 Buy
04/22/16 UOB Kay Hian CDL Hospitality 1.46 1.64 Buy
04/28/16 Credit Suisse CDL Hospitality 1.475 1.6 Outperform
05/03/16 OCBC CDL Hospitality 1.395 1.38 Hold
05/03/16 UOB Kay Hian CDL Hospitality 1.395 1.55 Buy DDM
05/04/16 DBS Vickers CDL Hospitality 1.375 1.5 Buy
05/17/16 CIMB CDL Hospitality 1.375 1.38 Hold
06/09/16 UOB Kay Hian CDL Hospitality 1.41 1.55 Buy
06/13/16 Credit Suisse CDL Hospitality 1.43 1.6 Outperform
06/14/16 CIMB CDL Hospitality 1.415 1.38 Hold
06/20/16 DBS Vickers CDL Hospitality 1.41 1.51 Buy
06/20/16 Lim & Tan CDL Hospitality 1.41 0 Accumulate
07/04/16 DMG & Partners CDL Hospitality 1.435 1.48 Buy
07/08/16 UOB Kay Hian CDL Hospitality 1.455 1.55 Buy
07/12/16 OCBC CDL Hospitality 1.46 1.38 Hold
07/15/16 Credit Suisse CDL Hospitality 1.49 1.6 Outperform
07/18/16 CIMB CDL Hospitality 1.5 1.46 Hold DDM
07/18/16 UOB Kay Hian CDL Hospitality 1.5 1.7 Buy
07/19/16 Credit Suisse CDL Hospitality 1.49 1.67 Outperform
08/01/16 CIMB CDL Hospitality 1.47 1.43 Hold DDM
08/01/16 DBS Vickers CDL Hospitality 1.47 1.65 Buy
08/01/16 DIR CDL Hospitality 1.47 1.58 Outperform DDM
08/01/16 OCBC CDL Hospitality 1.47 1.53 Buy
08/01/16 UOB Kay Hian CDL Hospitality 1.47 1.55 Hold
08/31/16 Credit Suisse CDL Hospitality 1.4 1.6 Outperform
09/02/16 UOB Kay Hian CDL Hospitality 1.38 1.55 Hold
09/20/16 DIR CDL Hospitality 1.38 1.55 Outperform DDM
10/04/16 Credit Suisse CDL Hospitality 1.4 1.6 Outperform
10/05/16 UOB Kay Hian CDL Hospitality 1.395 1.55 Hold
10/06/16 OCBC CDL Hospitality 1.39 1.53 Buy
10/14/16 DIR CDL Hospitality 1.37 1.55 Outperform
10/18/16 DBS Vickers CDL Hospitality 1.35 1.65 Buy
10/31/16 CIMB CDL Hospitality 1.325 1.42 Add DDM
10/31/16 DBS Vickers CDL Hospitality 1.325 1.59 Buy DCF
10/31/16 DIR CDL Hospitality 1.325 1.49 Outperform DDM
10/31/16 OCBC CDL Hospitality 1.325 1.48 Buy
11/01/16 Credit Suisse CDL Hospitality 1.34 1.53 Outperform
11/08/16 DBS Vickers CDL Hospitality 1.325 1.59 Buy
11/21/16 OCBC CDL Hospitality 1.32 1.48 Buy
12/05/16 DMG & Partners CDL Hospitality 1.32 1.47 Neutral
12/09/16 UOB Kay Hian CDL Hospitality 1.34 1.41 Hold
12/16/16 OCBC CDL Hospitality 1.32 1.48 Buy
01/04/17 OCBC CDL Hospitality 1.355 1.48 Buy
01/09/17 DBS Vickers CDL Hospitality 1.39 1.59 Buy
01/18/17 DIR CDL Hospitality 1.4 1.49 Outperform
01/27/17 CIMB CDL Hospitality 1.42 1.42 Hold DDM
01/27/17 DBS Vickers CDL Hospitality 1.42 1.65 Buy DCF
01/27/17 DIR CDL Hospitality 1.42 1.5 Outperform DDM
01/27/17 DMG & Partners CDL Hospitality 1.42 1.47 Neutral
01/27/17 OCBC CDL Hospitality 1.42 1.46 Hold
01/27/17 UOB Kay Hian CDL Hospitality 1.42 1.47 Hold DDM
01/31/17 Credit Suisse CDL Hospitality 1.415 1.53 Outperform
03/07/17 UOB Kay Hian CDL Hospitality 1.39 1.47 Hold
03/10/17 DMG & Partners CDL Hospitality 1.385 1.47 Neutral
04/03/17 CIMB CDL Hospitality 1.435 1.42 Hold
04/07/17 DMG & Partners CDL Hospitality 1.48 1.47 Neutral
04/11/17 UOB Kay Hian CDL Hospitality 1.47 1.47 Hold DDM
04/18/17 DIR CDL Hospitality 1.49 1.5 Outperform
04/27/17 Credit Suisse CDL Hospitality 1.51 1.64 Outperform
04/27/17 DBS Vickers CDL Hospitality 1.51 1.7 Buy DCF
04/27/17 DIR CDL Hospitality 1.51 1.59 Outperform DDM
04/27/17 DMG & Partners CDL Hospitality 1.51 1.62 Buy DDM
04/27/17 OCBC CDL Hospitality 1.51 1.49 Hold
05/08/17 DBS Vickers CDL Hospitality 1.54 1.75 Buy DCF
05/08/17 DIR CDL Hospitality 1.54 1.65 Outperform DDM
05/08/17 OCBC CDL Hospitality 1.54 1.51 Hold
05/25/17 UOB Kay Hian CDL Hospitality 1.615 1.62 Hold
06/12/17 DBS Vickers CDL Hospitality 1.61 1.75 Buy
06/13/17 CIMB CDL Hospitality 1.63 1.52 Hold DDM
06/16/17 DIR CDL Hospitality 1.64 1.72 Outperform DDM
06/29/17 DMG & Partners CDL Hospitality 1.63 1.7 Buy DDM
06/29/17 OCBC CDL Hospitality 1.63 1.52 Hold Ex-rights $1.48 (20-for-100 @ $1.28)
07/04/17 DIR CDL Hospitality 1.62 1.58 Hold DDM
07/04/17 OCBC CDL Hospitality 1.62 1.48 Hold Ex-rights
07/12/17 DMG & Partners CDL Hospitality 1.56 1.7 Buy DDM
07/31/17 UOB Kay Hian CDL Hospitality 1.59 1.62 Hold DDM
07/31/17 OCBC CDL Hospitality 1.59 1.525 Hold
07/31/17 CIMB CDL Hospitality 1.59 1.56 Hold DDM
07/31/17 Credit Suisse CDL Hospitality 1.59 1.7 Outperform
07/31/17 DBS Vickers CDL Hospitality 1.59 1.75 Buy DCF
08/21/17 OCBC CDL Hospitality 1.62 1.525 Hold
08/28/17 DBS Vickers CDL Hospitality 1.605 1.75 Buy
09/21/17 DMG & Partners CDL Hospitality 1.6 1.7 Buy
10/11/17 DBS Vickers CDL Hospitality 1.64 1.75 Buy
10/23/17 UOB Kay Hian CDL Hospitality 1.63 1.62 Hold
10/23/17 DIR CDL Hospitality 1.63 1.61 Hold DDM
10/30/17 DMG & Partners CDL Hospitality 1.63 1.7 Buy
10/30/17 UOB Kay Hian CDL Hospitality 1.63 1.7 Hold DDM
10/30/17 OCBC CDL Hospitality 1.63 1.555 Hold
10/30/17 CIMB CDL Hospitality 1.63 1.62 Hold DDM
10/30/17 DBS Vickers CDL Hospitality 1.63 1.75 Buy DCF
11/20/17 DIR CDL Hospitality 1.64 1.61 Hold

Stock calls for 30 November 2017


Date Analyst Company Last Target Call Valuation
11/30/17 DMG & Partners APAC Realty 0.885 1.2 Buy DCF & PER15x FY18
11/30/17 OCBC CapitaRetail China 1.65 1.63 Hold
11/30/17 OCBC Frasers Centrepoint Trust 2.21 2.4 Buy
11/30/17 OCBC Mapletree Greater China 1.16 1.28 Buy
11/30/17 OCBC Mapletree Logistics 1.26 1.35 Buy
11/30/17 Kim Eng Singapore Medical 0.57 0.78 Buy

Petition for Khaw Boon Wan to step down!

https://www.change.org/p/lee-hsien-loong-khaw-boon-wan-should-take-a-deep-bow-and-resign-as-transport-minister/fbog/437729298?recruiter=437729298&utm_source=share_petition&utm_medium=facebook&utm_campaign=autopublish&utm_term=share_petition

There is an ongoing petition for Khaw Boon Wan to step down and this is petition is spreading on Facebook.

If you are interested to support this petition, please feel free to visit the website.

US warns North Korean that it would be destroyed utterly if there's a war.

https://sg.news.yahoo.com/u-warns-north-korean-leadership-utterly-destroyed-case-003822907.html

We already knew that but the USA failed to mention that Seoul and Tokyo would be completely destroyed along with NK because NK would nuke these 2 cities.

Therefore, are SK and Japan prepared to give up Seoul and Tokyo and millions of lives?

Wednesday, November 29, 2017

OMG! 2 Malaysian construction firms have formed a consortium to bid for KL-SG HSR.

https://www.thestar.com.my/business/business-news/2017/11/29/gamuda-teams-up-with-mrcb-for-hsr/

OMG! Malaysia has no experience in HSR construction but 2 Malaysian construction firms will try to bid for the KL-SG HSR.

I don't have faith in the HSR construction which is done by Malaysian firms because they've no experience in constructing HSR.  HSR is not like MRT because HSR is more complex compared to MRT.

Safety will be a BIG question mark for this HSR if it is constructed by Malaysian firms.

China uses Gwadar to its full advantage.

https://sg.news.yahoo.com/china-maneuvering-pak-cripple-india-via-cpec-us-084728199.html

No country can object to the China-Pakistan economic project because both countries are consenting parties and this is a transformative economic initiative that will boost the economic developments of these 2 countries.

In the past, the western countries and some Asian countries like Japan and India also objected to the BRI project.  In the end, many countries have applied to join the BRI including Japan which had objected the BRI previously.

http://sg-stock.blogspot.sg/2017/06/what-is-japan-thinking-it-just-shows.html

The Gwadar port used to be under the control of Singapore but Singapore did nothing to develop the port.  Thereafter, Pakistan kicked Singapore out and gave the port management and development authority to China.

http://sg-stock.blogspot.sg/2016/10/singapore-was-no-match-for-china-in.html

The Gwadar port is of strategic importance because of its location which is the sea lane connecting Gulf and the Arabian Sea.  SG had lost the golden opportunity to control such an important port.