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Tuesday, December 10, 2019

SATS - Stock calls

Date Analyst Company Last Target Call Valuation
01/04/19 UOB Kay Hian SATS 4.59 5.6 Buy
01/11/19 OCBC SATS 4.94 5.23 Hold DCF
02/08/19 UOB Kay Hian SATS 4.8 5.6 Buy
02/14/19 phillip SATS 4.98 5.47 Accumulate DCF, PER24.6x FY19
02/14/19 OCBC SATS 4.98 5.23 Hold
02/14/19 CIMB SATS 4.98 5.46 Add PER20.3x
02/14/19 Lim & Tan SATS 4.98 0 Hold
02/14/19 DBS Vickers SATS 4.98 5.59 Buy DCF & PER22x FY19
02/14/19 Kim Eng SATS 4.98 5.8 Buy
02/15/19 Citi Research SATS 5.08 6 Buy
03/26/19 UOB Kay Hian SATS 5.06 5.6 Buy
04/15/19 Kim Eng SATS 5.31 5.8 Buy
05/13/19 UOB Kay Hian SATS 5.27 5.6 Buy
05/17/19 OCBC SATS 5.22 5.35 Hold
05/21/19 phillip SATS 5.08 5.47 Accumulate DCF, PER24x FY19
05/21/19 UOB Kay Hian SATS 5.08 5.05 Hold Buy @ 4.60
05/21/19 DBS Vickers SATS 5.08 5.44 Buy DCF & PER22x FY20
06/03/19 UOB Kay Hian SATS 5.07 5.05 Hold Buy @ $4.70
06/06/19 DBS Vickers SATS 5.04 5.44 Buy
06/12/19 Kim Eng SATS 5.04 6.1 Buy DCF
06/17/19 CIMB SATS 5.14 5.4 Add PER21.9x CY20
07/05/19 Kim Eng SATS 5.36 6.1 Buy DCF
07/15/19 UOB Kay Hian SATS 5.37 5.05 Sell
07/19/19 UOB Kay Hian SATS 5.32 4.8 Sell
07/19/19 DBS Vickers SATS 5.32 5 Hold DCF
07/19/19 CIMB SATS 5.32 5.4 Hold PER21.9x CY20
07/22/19 OCBC SATS 5 5.28 Hold FCFF
07/22/19 phillip SATS 5 5.47 Accumulate
07/22/19 Lim & Tan SATS 5 0 Hold
09/20/19 Kim Eng SATS 4.78 6.1 Buy
10/15/19 UOB Kay Hian SATS 4.82 5.3 Buy DCF
11/13/19 UOB Kay Hian SATS 5.09 5.3 Buy
11/14/19 DBS Vickers SATS 4.99 5.06 Hold DCF & PER22x FY21
11/19/19 phillip SATS 5.07 5.36 Accumulate DCF, PER23.3x FY19
11/19/19 OCBC SATS 5.07 5.28 Hold
11/25/19 Kim Eng SATS 5.06 6.1 Buy

Sasseur - Stock calls

Date Analyst Company Last Target Call Valuation
02/20/19 Kim Eng Sasseur 0.74 0.9 Buy DDM
02/20/19 DBS Vickers Sasseur 0.74 0.97 Buy DCF
04/03/19 CIMB Sasseur 0.78 0.92 Add
06/25/19 Kim Eng Sasseur 0.79 0.9 Buy
08/08/19 DBS Vickers Sasseur 0.8 0.97 Buy DCF
08/13/19 CIMB Sasseur 0.805 0.94 Add DDM
10/30/19 UOB Kay Hian Sasseur 0.8 0.97 Buy DDM
11/18/19 Kim Eng Sasseur 0.845 1 Buy DDM
11/18/19 UOB Kay Hian Sasseur 0.845 0.97 Buy
11/18/19 DBS Vickers Sasseur 0.845 0.97 Buy
11/20/19 CIMB Sasseur 0.85 0.94 Add

Stock calls for 10 December 2019

Date Analyst Company Last Target Call Valuation
12/10/19 DMG & Partners A-Reit 3.03 3 Neutral
12/10/19 DBS Vickers AEM 1.91 2.38 Buy PER12.1x FY20
12/10/19 DMG & Partners Avi-Tech 0.4 0.44 Buy DCF
12/10/19 DBS Vickers Bumitama 0.725 0.81 Buy DCF
12/10/19 DMG & Partners Cache Logistics 0.72 0.8 Buy
12/10/19 DMG & Partners CapitaCommercial 2 1.98 Neutral
12/10/19 DMG & Partners Capitamall Trust 2.52 2.38 Neutral
12/10/19 DMG & Partners CDL Hospitality 1.63 1.78 Buy
12/10/19 DMG & Partners CSE Global 0.535 0.69 buy
12/10/19 DMG & Partners EC World Reit 0.765 0.82 Buy
12/10/19 DMG & Partners ESR-Reit 0.545 0.6 Buy
12/10/19 DBS Vickers First Resources 1.83 2.1 Buy DCF
12/10/19 DMG & Partners Frasers Centrepoint Trust 2.74 2.55 Neutral
12/10/19 DMG & Partners Frencken 0.94 0.92 Neutral DCF
12/10/19 DMG & Partners Fu Yu 0.25 0.27 Buy DCF
12/10/19 DBS Vickers Indofood Agri 0.33 0.29 Hold
12/10/19 DMG & Partners Keppel Pacific 0.775 0.88 Buy
12/10/19 DMG & Partners Keppel Reit 1.25 1.23 Neutral
12/10/19 DMG & Partners Manulife US Reit 1.02 1 Buy
12/10/19 DMG & Partners Sheng Siong 1.24 1.39 Buy DCF
12/10/19 DMG & Partners Silverlake 0.41 0.46 Neutral
12/10/19 DMG & Partners Starhill 0.725 0.8 Neutral
12/10/19 DMG & Partners Suntec Reit 1.84 2.08 Buy
12/10/19 DMG & Partners Valuetronics 0.785 0.81 Buy
12/10/19 DMG & Partners Venture 15.76 16.3 Neutral
12/10/19 UOB Kay Hian Wilmar 4.1 4.75 Buy
12/10/19 DBS Vickers Wilmar 4.1 4.6 Buy Sum of parts, PER17.6x FY20

Will the US FED cut its rates in December?

http://sg-stock.blogspot.com/2019/10/the-us-fed-will-cut-rates-again-in.html

I believe my readers are very familiar with my methodology already.  Therefore, I'll just post the 4 interest rates for my readers.

Iorr: 1.55% (falling), Max limit is 1.75% as set by the US FED.


Effr: 1.55% (falling)


Ioer: 1.55% (falling)


On RRP: 1.45% (falling), Min limit is 1.5% as set by the US FED.


Effr: 1.55%
Ioer: 1.55%

The Effr-Ioer spread is zero which means there is no monetary tightening condition.  However, the On RRP (1.45%) is below the minimum limit set by the US FED and the other rates are still falling.  The On RRP is lower than the set limit because of the repo market intervention.

UK police brutality almost killed a protestor.

https://sg.news.yahoo.com/excruciating-pain-student-protester-describes-233029884.html

Why was the UK using police brutality against its protestors while supporting the HK protestors against HK police brutality?

We stand with UK protestors.....Fight for democracy and condemn UK police brutality!

Monday, December 9, 2019

Sanli Env - Stock calls

Date Analyst Company Last Target Call Valuation
05/06/19 Tayrona Sanli Env 0.18 0.234 Overweight

Sabana - Stock calls

Date Analyst Company Last Target Call Valuation
09/12/19 DBS Vickers Sabana 0.455 0.48 Hold DCF
10/25/19 DBS Vickers Sabana 0.455 0.48 Hold DCF

Roxy-Pacific - Stock calls

Date Analyst Company Last Target Call Valuation
01/17/19 DBS Vickers Roxy-Pacific 0.405 0.39 Hold
02/25/19 OCBC Roxy-Pacific 0.415 0.41 Hold
04/17/19 OCBC Roxy-Pacific 0.4 0.41 Hold
05/09/19 OCBC Roxy-Pacific 0.405 0.41 Hold
05/10/19 DBS Vickers Roxy-Pacific 0.405 0.39 Hold RNAV (55% discount)
07/15/19 OCBC Roxy-Pacific 0.385 0.41 Hold
08/05/19 DBS Vickers Roxy-Pacific 0.39 0.39 Hold RNAV (55% discount)

Stock calls for 9 December 2019

Date Analyst Company Last Target Call Valuation
12/09/19 DMG & Partners Bumitama 0.73 0.8 Buy PER18x FY20
12/09/19 Lim & Tan CSE Global 0.525 0 Buy
12/09/19 OCBC Mapletree North Asia 1.18 1.36 Buy
12/09/19 UOB Kay Hian Singtel 3.43 3.32 Hold DCF, Buy @ $3

The US lackeys spent money to organize HK protests again.

https://www.theedgesingapore.com/news/hong-kong-protests/biggest-hong-kong-protest-months-signals-more-unrest-2020

I wonder how much the US lackeys had spent on organizing the latest large scale HK protest.  It was pretty obvious that the HK protestors won't protest without getting paid and we could see that from those failed protests.

http://sg-stock.blogspot.com/2019/12/the-hk-rioters-cannot-organize-large.html

HK is in a recession already and more retrenchments will come in 2020 if this continues.  The ordinary citizens will have to repent and regret not standing up against these protests when the day of reckoning comes.  Let's see how ordinary HK citizens will react when they cannot pay their rentals and installments after losing their jobs and businesses.

The fissure between the US and China is getting bigger. - Part 2

https://sg.news.yahoo.com/hong-kong-amcham-chairman-president-000407065.html

HK AmCham chairman and the president are getting travel restrictions in China.

https://sg.news.yahoo.com/china-tells-government-offices-remove-000103619.html

The de-americanization in China's economy is spreading from the manufacturing industry to the government sector now.  Many USA businesses will be affected since China will shift to an open-sourced system.  I hope that China will adopt Linux as the mainstream operating system for its IT infrastructure because I'm an Ubuntu user. Heehee!  This is the best opportunity for Linux to gain market share in China.

http://sg-stock.blogspot.com/2019/11/the-fissure-between-us-and-china-is.html

Saturday, December 7, 2019

Baltic dry index - 1558

Today, Friday, December 06 2019, the Baltic Dry Index decreased by 17 points, reaching 1558 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 stock: Sembcorp Marine, Cosco & Pan ocean.

US rig count - 799


Related stock: Keppel Corp, Sembcorp Marine & Cosco.

Friday, December 6, 2019

Riverstone - Stock calls

Date Analyst Company Last Target Call Valuation
02/27/19 CIMB Riverstone 1.1 1.22 Add PER16.7x FY20
02/27/19 DBS Vickers Riverstone 1.1 1.19 Hold PER16x FY19
05/14/19 CIMB Riverstone 0.995 1.22 Add PER16.5x FY20
05/16/19 DBS Vickers Riverstone 0.975 1.03 Hold PER16.8x FY19/20
08/13/19 DBS Vickers Riverstone 0.9 1.16 Buy PER14.5x FY20
11/11/19 CIMB Riverstone 0.985 1.25 Add
11/11/19 DBS Vickers Riverstone 0.985 1.16 Buy PER14.5x FY20

Raffles Medical - Stock calls

Date Analyst Company Last Target Call Valuation
01/23/19 phillip Raffles Medical 1.11 1.16 Accumulate
02/20/19 UOB Kay Hian Raffles Medical 1.12 1.3 Buy DCF
02/26/19 DMG & Partners Raffles Medical 1.12 1.02 Neutral DCF
02/26/19 OCBC Raffles Medical 1.12 1.25 Buy
02/26/19 DBS Vickers Raffles Medical 1.12 1.12 Hold Sum of parts, PER27x FY18/19
02/26/19 phillip Raffles Medical 1.12 1.09 Neutral DCF
04/30/19 DMG & Partners Raffles Medical 1.07 1.02 Neutral
05/02/19 phillip Raffles Medical 1.08 1.09 Neutral DCF
05/02/19 DBS Vickers Raffles Medical 1.08 1.12 Hold Sum of parts
05/14/19 Kim Eng Raffles Medical 1.02 1.13 Hold DCF
06/12/19 CIMB Raffles Medical 1.02 1.1 Hold
07/30/19 UOB Kay Hian Raffles Medical 1.03 1.27 Buy DCF
07/30/19 DMG & Partners Raffles Medical 1.03 1.02 Neutral
07/30/19 DBS Vickers Raffles Medical 1.03 1.12 Hold Sum of parts
07/31/19 phillip Raffles Medical 1.04 1.09 Neutral DCF
07/31/19 Kim Eng Raffles Medical 1.04 1.05 Hold DCF
07/31/19 OCBC Raffles Medical 1.04 1.06 Hold
10/30/19 DMG & Partners Raffles Medical 1 1.02 Neutral DCF
10/30/19 CIMB Raffles Medical 1 1.16 Add Sum of parts
10/30/19 UOB Kay Hian Raffles Medical 1 1.27 Buy DCF
10/30/19 DBS Vickers Raffles Medical 1 1.12 Hold
11/05/19 phillip Raffles Medical 1 1.05 Neutral DCF
11/05/19 Kim Eng Raffles Medical 1 1.07 Hold DCF
11/05/19 OCBC Raffles Medical 1 1.02 Hold

Q & M - Stock calls

Date Analyst Company Last Target Call Valuation
01/23/19 phillip Q & M 0.495 0.513 Neutral

Stock calls for 6 December 2019

Date Analyst Company Last Target Call Valuation
12/06/19 Phillip A-Reit 3.01 3.25 Accumulate
12/06/19 Morgan Stanley A-Reit 3.01 3.04 Overweight
12/06/19 Macquarie A-Reit 3.01 2.7 Neutral
12/06/19 DMG & Partners Comfortdelgro 2.4 2.38 Neutral DCF
12/06/19 DBS Vickers Lendlease Reit 0.92 1.05 Buy DCF
12/06/19 DBS Vickers Mapletree North Asia 1.15 1.3 Buy DCF
12/06/19 UOB Kay Hian Penguin 0.725 0.85 Buy
12/06/19 Amfrasers Sunpower 0.55 0.91 outperform Sum of parts

Thursday, December 5, 2019

Propnex - Stock calls

Date Analyst Company Last Target Call Valuation
02/27/19 UOB Kay Hian Propnex 0.565 0.66 Buy
04/01/19 UOB Kay Hian Propnex 0.595 0.66 Buy
05/16/19 UOB Kay Hian Propnex 0.505 0.6 Buy DCF, PER10x FY19
06/03/19 phillip Propnex 0.5 0.63 Buy DCF
06/07/19 CIMB Propnex 0.49 0.64 Add
08/16/19 UOB Kay Hian Propnex 0.505 0.5 Hold
08/19/19 phillip Propnex 0.5 0.59 Buy DCF
10/11/19 phillip Propnex 0.49 0.59 Buy
10/14/19 UOB Kay Hian Propnex 0.49 0.56 Buy PER12x FY20
11/15/19 UOB Kay Hian Propnex 0.525 0.62 Buy PER12x FY20
11/18/19 phillip Propnex 0.515 0.59 Buy DCF
11/25/19 CIMB Propnex 0.515 0.68 Add

Prime US Reit - Stock calls

Date Analyst Company Last Target Call Valuation
11/05/19 DBS Vickers Prime US Reit 0.94 1.05 Buy DCF

Perennial Reit - Stock calls

Date Analyst Company Last Target Call Valuation
02/14/19 DBS Vickers Perennial Reit 0.645 0.83 Buy RNAV (55% discount)
04/24/19 DBS Vickers Perennial Reit 0.65 0.83 Buy RNAV (55% discount)
05/13/19 DBS Vickers Perennial Reit 0.64 0.83 Buy RNAV (55% discount)