| Date | Analyst | Company | Last | Target | Call | Valuation |
| 05/24/18 | Lim & Tan | Boustead | 0.785 | 0 | Hold |
Wednesday, January 9, 2019
Boustead - Stock calls
Stock calls for 9 January 2019
| Date | Analyst | Company | Last | Target | Call | Percent | Valuation |
| 01/09/19 | DMG & Partners | EC World Reit | 0.7 | 0.81 | Buy | 15.71 |
Apple cuts its Q1 production plan by 10%.
https://sg.finance.yahoo.com/news/apple-cuts-q1-production-plan-iphones-10-percent-020022653--finance.html
As expected, Apple sales are worse than forecast.
We have been warning our viewers about it.
http://sg-stock.blogspot.com/2019/01/iphone-sales-in-china-wont-be-good-in.html
As expected, Apple sales are worse than forecast.
We have been warning our viewers about it.
http://sg-stock.blogspot.com/2019/01/iphone-sales-in-china-wont-be-good-in.html
Tuesday, January 8, 2019
Best World - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 02/27/18 | Kim Eng | Best World | 1.37 | 2.06 | Buy | |
| 02/28/18 | DBS Vickers | Best World | 1.44 | 1.79 | Buy | PER17x FY18 |
| 02/28/18 | CIMB | Best World | 1.44 | 1.7 | Add | PER14x CY19 |
| 04/02/18 | Kim Eng | Best World | 1.84 | 2.06 | Buy | |
| 05/15/18 | DBS Vickers | Best World | 1.45 | 1.29 | Fully Valued | PER15x FY18/19 |
| 05/16/18 | CIMB | Best World | 1.29 | 1.39 | Hold | PER12.5x CY19 |
| 08/10/18 | CIMB | Best World | 1.25 | 1.39 | Hold | PER12.5x CY19 |
| 08/10/18 | DBS Vickers | Best World | 1.25 | 1.15 | Fully Valued | PER15x FY18 |
| 10/23/18 | DMG & Partners | Best World | 1.49 | 1.97 | Buy | PER13x FY19 |
| 11/12/18 | DMG & Partners | Best World | 1.85 | 2.13 | Buy | PER13x FY19 |
| 11/12/18 | CIMB | Best World | 1.85 | 1.9 | Hold | PER12.5x CY20 |
Banyan Tree - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/11/18 | UOB Kay Hian | Banyan Tree | 0.63 | 0.92 | Buy | Sum of parts |
| 02/28/18 | UOB Kay Hian | Banyan Tree | 0.62 | 0.92 | Buy | Sum of parts |
| 03/01/18 | phillip | Banyan Tree | 0.605 | 0.71 | Accumulate | Sum of parts |
| 03/05/18 | UOB Kay Hian | Banyan Tree | 0.585 | 0.92 | Buy | |
| 04/20/18 | UOB Kay Hian | Banyan Tree | 0.605 | 1 | Buy | Sum of parts |
| 05/16/18 | UOB Kay Hian | Banyan Tree | 0.58 | 1 | Buy | Sum of parts |
| 05/17/18 | phillip | Banyan Tree | 0.575 | 0.73 | Accumulate | Sum of parts, PB0.94x FY18 |
| 07/16/18 | phillip | Banyan Tree | 0.525 | 0.73 | Accumulate | Sum of parts, PB0.94x FY18 |
| 08/15/18 | UOB Kay Hian | Banyan Tree | 0.535 | 1 | Buy | Sum of parts |
| 08/24/18 | phillip | Banyan Tree | 0.54 | 0.73 | Accumulate | Sum of parts, PB0.94x FY18 |
Ayonda - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 08/31/18 | phillip | Ayonda | 0.009 | 0.22 | Buy | Price to sales 6x FY18 |
Stock calls for 8 January 2019
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/08/19 | UOB Kay Hian | DBS | 23.75 | 28.5 | Buy | |
| 01/08/19 | Kim Eng | Hi-P | 0.965 | 0.68 | Sell | |
| 01/08/19 | OCBC | M1 | 2.06 | 2.06 | Accept Offer | Offer $2.06 |
| 01/08/19 | UOB Kay Hian | OCBC | 11.37 | 13.82 | Buy | |
| 01/08/19 | Kim Eng | Valuetronics | 0.69 | 0.9 | Buy | PB1.9x FY19 |
| 01/08/19 | Kim Eng | Venture | 14.44 | 17.48 | Buy | PB2x FY19, PER14.4x FY19 |
The US is using WSJ to smear China now.
https://sg.finance.yahoo.com/news/china-offered-bail-malaysias-1mdb-fund-wsj-says-032724189.html
After the failure of Bloomberg to smear China on so-called China's spy microchip which was never found and presented to the public, the US is using WSJ to launch another smearing campaign against China.
http://sg-stock.blogspot.com/2018/10/the-us-is-embarking-on-anti-china.html
http://sg-stock.blogspot.com/2018/10/apple-urged-bloomberg-to-retract-fake.html
The US government is adept at using media channels to discredit other people or countries and the US is also good at fabricating intelligence such as the Iraq's WMD's which are still not found yet.
There is no need for China to bail out 1MDB in exchange for the stakes in railway and pipelines. Why? This is because China can just offer to berth all its ships in Malaysia in exchange for the stakes in the OBR initiative since more than 70% of the ships plying the Strait of Malacca are from China. This offer is more lucrative and attractive than the so-called 1MDB offer.
Alternatively, China can buy Malaysia's bonds to prop up its currency. There are so many avenues to help Malaysia which are better than bailing out 1MDB since 1MDB has a bad name already. Why would China want to associate itself with a corrupted entity?
After the failure of Bloomberg to smear China on so-called China's spy microchip which was never found and presented to the public, the US is using WSJ to launch another smearing campaign against China.
http://sg-stock.blogspot.com/2018/10/the-us-is-embarking-on-anti-china.html
http://sg-stock.blogspot.com/2018/10/apple-urged-bloomberg-to-retract-fake.html
The US government is adept at using media channels to discredit other people or countries and the US is also good at fabricating intelligence such as the Iraq's WMD's which are still not found yet.
There is no need for China to bail out 1MDB in exchange for the stakes in railway and pipelines. Why? This is because China can just offer to berth all its ships in Malaysia in exchange for the stakes in the OBR initiative since more than 70% of the ships plying the Strait of Malacca are from China. This offer is more lucrative and attractive than the so-called 1MDB offer.
Alternatively, China can buy Malaysia's bonds to prop up its currency. There are so many avenues to help Malaysia which are better than bailing out 1MDB since 1MDB has a bad name already. Why would China want to associate itself with a corrupted entity?
ECB: Cryptocurrencies are complete loads of nonsense!
https://finance.yahoo.com/news/virtual-currencies-down-load-nonsense-171051159.html
The strongest condemnation of Crypto by the ECB!
The crypto market will start to disintegrate if the crypto prices are below the mining costs for a considerable long period such as 1 year or more. This is because the crypto miners will collapse first due to the unprofitable mining, followed by the crypto exchanges because of the low liquidity and security risks and then the crypto investors for their unrealistic thinkings.
Please read our posting below for more information.
http://sg-stock.blogspot.com/2018/11/a-financial-analysis-on-initial-coin.html
The strongest condemnation of Crypto by the ECB!
The crypto market will start to disintegrate if the crypto prices are below the mining costs for a considerable long period such as 1 year or more. This is because the crypto miners will collapse first due to the unprofitable mining, followed by the crypto exchanges because of the low liquidity and security risks and then the crypto investors for their unrealistic thinkings.
Please read our posting below for more information.
http://sg-stock.blogspot.com/2018/11/a-financial-analysis-on-initial-coin.html
Monday, January 7, 2019
The US is stirring up South China Sea issue again!
https://sg.news.yahoo.com/u-navy-ship-sails-disputed-south-china-sea-062311985.html
What's the purpose of this freedom of navigation when only the US naval vessels will sail through this area? No other country will dare to sail through this region.
Whenever the US naval vessel sailed through this region, they would get chased away by the Chinese navy. Look like the US navy likes to play a mouse and cat game because the US navy doesn't dare to stay put to confront the Chinese navy as it knows that the region belongs to the Chinese.
http://sg-stock.blogspot.com/2018/11/a-1947-map-showed-that-south-china-sea.html
What's the purpose of this freedom of navigation when only the US naval vessels will sail through this area? No other country will dare to sail through this region.
Whenever the US naval vessel sailed through this region, they would get chased away by the Chinese navy. Look like the US navy likes to play a mouse and cat game because the US navy doesn't dare to stay put to confront the Chinese navy as it knows that the region belongs to the Chinese.
http://sg-stock.blogspot.com/2018/11/a-1947-map-showed-that-south-china-sea.html
Avi-Tech - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/24/18 | DMG & Partners | Avi-Tech | 0.48 | 0.59 | Buy | DCF, PER12x FY18 |
| 02/20/18 | DMG & Partners | Avi-Tech | 0.49 | 0.59 | Buy | |
| 05/08/18 | DMG & Partners | Avi-Tech | 0.455 | 0.46 | Neutral | DCF, PER11.5x FY19 |
| 05/16/18 | DMG & Partners | Avi-Tech | 0.44 | 0.43 | Neutral | DCF, PER11.5x FY19 |
| 06/27/18 | DMG & Partners | Avi-Tech | 0.39 | 0.43 | Neutral | |
| 09/12/18 | DMG & Partners | Avi-Tech | 0.355 | 0.38 | Neutral | DCF |
| 11/13/18 | DMG & Partners | Avi-Tech | 0.32 | 0.34 | Neutral | DCF |
| 01/07/19 | DMG & Partners | Avi-Tech | 0.3 | 0.34 | Neutral |
Aspen - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 04/02/18 | CIMB | Aspen | 0.215 | 0.29 | Add | RNAV (45% discount) |
Asian Healthcare - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 06/18/18 | NRA | Asian Healthcare | 0.27 | 0.355 | Not Rated | PER24.2x FY19, EV/Ebitda16.18x FY19, Mid-point of target $0.33-$0.38 |
| 07/11/18 | UOB Kay Hian | Asian Healthcare | 0.24 | 0.33 | Buy | PER19.4x FY19 |
| 10/22/18 | UOB Kay Hian | Asian Healthcare | 0.265 | 0.33 | Buy |
Stock calls for 7 January 2019
-->
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/07/19 | DMG & Partners | Avi-Tech | 0.3 | 0.34 | Neutral | |
| 01/07/19 | CIMB | Capitaland | 3.06 | 3.55 | Add | RNAV (35% discount) |
| 01/07/19 | DMG & Partners | CSE Global | 0.395 | 0.59 | Buy | |
| 01/07/19 | DMG & Partners | GSS Energy | 0.097 | 0.19 | Buy | |
| 01/07/19 | DMG & Partners | Kimly | 0.24 | 0.27 | Neutral | |
| 01/07/19 | DMG & Partners | Moya Asia | 0.06 | 0.11 | Buy | |
| 01/07/19 | UOB Kay Hian | SIA Engineering | 2.39 | 2.7 | Buy | DCF |
| 01/07/19 | DBS Vickers | Silverlake | 0.425 | 0.62 | Buy | PER21x FY19 |
| 01/07/19 | OCBC | SPH Reit | 1.01 | 0.99 | Hold | |
| 01/07/19 | Kim Eng | SPH Reit | 1.01 | 1.02 | Hold | DDM |
| 01/07/19 | DBS Vickers | SPH Reit | 1.01 | 1.05 | Buy | DCF |
| 01/07/19 | Lim & Tan | SPH Reit | 1.01 | 0 | Hold | |
| 01/07/19 | CIMB | SPH Reit | 1.01 | 1.02 | Hold | DDM |
| 01/07/19 | DMG & Partners | Talkmed | 0.59 | 0.64 | Neutral | |
| 01/07/19 | DMG & Partners | Valuetronics | 0.675 | 0.82 | Buy | |
| 01/07/19 | UOB Kay Hian | Venture | 13.71 | 12.9 | Hold | |
| 01/07/19 | Lim & Tan | Venture | 13.71 | 0 | Buy | |
| 01/07/19 | CIMB | Yongnam | 0.183 | 0.41 | Add | PB0.8x FY19 |
Saturday, January 5, 2019
Taiwan president is making a ridiculous call for international support.
https://www.reuters.com/article/us-taiwan-china/taiwan-president-calls-for-international-support-to-defend-democracy-idUSKCN1OZ058
First of all, Taiwan is part of China as stated by the UN resolution 2758 under the one-China policy.
If you want to have democracy, you need to change the UN resolution 2758 first but it cannot be changed without 2/3 approvals from the UN members.
Please also look at the western map in 1947 which showed the true ownership of Taiwan.
http://sg-stock.blogspot.com/2018/11/a-1947-map-showed-that-south-china-sea.html
First of all, Taiwan is part of China as stated by the UN resolution 2758 under the one-China policy.
If you want to have democracy, you need to change the UN resolution 2758 first but it cannot be changed without 2/3 approvals from the UN members.
Please also look at the western map in 1947 which showed the true ownership of Taiwan.
http://sg-stock.blogspot.com/2018/11/a-1947-map-showed-that-south-china-sea.html
Baltic dry index - 1260
Today, Friday, January 04 2019, the Baltic Dry Index decreased by 7 points, reaching 1260 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.
==================
Related stocks: Sembcorp Marine, Cosco & Pan Ocean.
US rig count - 1075
The US rig count fell 8 units during the week ended Jan. 4 to reach 1,075 units working, according to Baker Hughes data (OGJ Online, Dec. 28, 2018). This count was up 151 units from the 924 units working in the US this week a year ago.
US rigs drilling on land fell 6 units to 1,050 vs. last week. Offshore rigs dropped 2 units to 22, and there also were 22 rigs drilling in the Gulf of Mexico, also down 2 units.
US rigs targeting oil reached 877 this week, 8 fewer than a week ago. Gas-focused rigs remained unchanged at 198 units.
In Canada, there were 76 rigs working, 6 more than a week ago. This count is down 98 units from the 174 rigs working this week a year ago.
The number of oil-directed rigs in Canada rose 5 units, bringing the count to 20 rigs for the week. Gas-targeted rigs in Canada were up 1 unit to 56.
Among the major oil and gas-producing states, California, at 10 rigs, was down 5 units this week. Louisiana, down 2 rigs, reached 65 units working. New Mexico and Wyoming, with respective counts of 105 and 33 this week, were down 1 unit each.
Colorado gained 1 rig to reach 35 units working. Texas, at 534 units, and Alaska, at 9 units, each gained 2 rigs this week.
All other states were unchanged this week. These counts were Oklahoma, 140; North Dakota, 53; Pennsylvania, 47; Ohio, 15; West Virginia, 12; Utah, 6; and Kansas, 2.
In the Permian basin, a total of 487 rigs were drilling, up 1 unit from a week ago and 87 more than this week a year ago. The Eagle Ford had 80 rigs drilling this week, unchanged from last week but up 10 from this week a year ago.
=====================
Related stocks: Keppel Corp, Sembcorp Marine & Cosco.
Friday, January 4, 2019
The stock markets are in a precarious situation now.
The US-China trade talk will convene on 7-8 Jan 2019 in China.
If the trade talk breaks down, the stock markets will pummel again!
If the trade talk breaks down, the stock markets will pummel again!
Ascendas India Trust (AIT) - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/30/18 | DBS Vickers | Ascendas India Trust | 1.13 | 1.25 | Buy | |
| 04/26/18 | DBS Vickers | Ascendas India Trust | 1.01 | 1.22 | Buy | DDM |
| 04/26/18 | Jefferies | Ascendas India Trust | 1.01 | 1.2 | Buy | |
| 05/15/18 | DBS Vickers | Ascendas India Trust | 1.05 | 1.22 | Buy | |
| 06/26/18 | DBS Vickers | Ascendas India Trust | 1.02 | 1.25 | Buy | DDM |
| 07/26/18 | DBS Vickers | Ascendas India Trust | 1.09 | 1.25 | Buy | DDM |
| 10/25/18 | DBS Vickers | Ascendas India Trust | 1.06 | 1.25 | Buy | DDM |
Ascendas Hospitality Trust (AHT) - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/30/18 | DBS Vickers | Ascendas Hospitality Trust | 0.875 | 0.91 | Buy | |
| 02/02/18 | Lim & Tan | Ascendas Hospitality Trust | 0.895 | 0 | Hold | |
| 02/05/18 | DBS Vickers | Ascendas Hospitality Trust | 0.885 | 0.97 | Buy | DCF |
| 04/17/18 | DBS Vickers | Ascendas Hospitality Trust | 0.8 | 0.97 | Buy | |
| 06/26/18 | DBS Vickers | Ascendas Hospitality Trust | 0.775 | 0.98 | Buy | DCF |
| 07/06/18 | DBS Vickers | Ascendas Hospitality Trust | 0.785 | 0.98 | Buy | |
| 11/02/18 | DBS Vickers | Ascendas Hospitality Trust | 0.805 | 0.98 | Buy | DCF |
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