Property Advertisement - AMO Residence for sale!

Property Advertisement - AMO Residence for sale!
Click on the banner for more details.

Search This Blog

Monday, July 6, 2020

Stock calls for 6 July 2020

DateAnalystCompanyLastTargetCallValuation
07/06/20Lim & TanCapitaland3.040Hold
07/06/20DMG & PartnersChina Aviation Oil1.021.25BuySum of parts
07/06/20UOB Kay HianDBS21.5726.22Buy
07/06/20CIMBGrand Venture0.220.262Add
07/06/20UOB Kay HianOCBC9.212.18Buy
07/06/20CIMBSPH Reit0.8751.1Add
07/06/20OCBCSPH Reit0.8750.81Hold
Posted by at No comments:

Saturday, July 4, 2020

Baltic dry index - 1823

Related stock: Sembcorp Marine, Cosco & Pan ocean.
Posted by at No comments:

US rig count - 967


Related stock: Keppel Corp, Sembcorp Marine & Cosco.
Posted by at No comments:

Is UK really sincere in taking in 3m Hongkongers? No!

https://www.theguardian.com/world/2020/jun/03/britain-could-change-immigration-rules-for-hong-kong-citizens

https://www.theguardian.com/world/2020/jul/02/china-could-prevent-hongkongers-moving-to-uk-says-dominic-raab#:~:text=Hong%20Kong%3A%20China%20threatens%20retaliation%20against%20UK%20for%20offer%20to%20Hongkongers,-Beijing%20says%20Britain&text=On%20Thursday%2C%20senior%20Chinese%20officials,sedition%20law%20on%20the%20territory.

Don't be deceived by the UK politicians! Why?

Why did the British vote for Brexit in the first place? This was because the British wanted to stop the European immigrants from competing with them for their national resources such as education, housing and medical services.  When the British didn't even want the European immigrants to use their national resources, would the British allow Hongkongers to use them?  The answer is a resounding No!

The UK politicians just wanted to score some political points and make their presence felt.  They will only take in some Hongkongers to show their pseudo kind gestures. They're just typical hypocrites!  Therefore, China should just remain calm over this.
Posted by at No comments:

Friday, July 3, 2020

Banyan Tree - Stock calls

DateAnalystCompanyLastTargetCallValuation
08/16/19phillipBanyan Tree0.4550.51AccumulateSum of parts, PB0.6x FY19
Posted by at No comments:

Avi-Tech - Stock calls

DateAnalystCompanyLastTargetCallValuation
07/16/19DMG & PartnersAvi-Tech0.280.27NeutralDCF
08/29/19Lim & TanAvi-Tech0.270Buy
09/10/19DMG & PartnersAvi-Tech0.310.31NeutralDCF
10/08/19DMG & PartnersAvi-Tech0.340.31Neutral
11/07/19DMG & PartnersAvi-Tech0.350.41BuyDCF
12/10/19DMG & PartnersAvi-Tech0.40.44BuyDCF
02/17/20DMG & PartnersAvi-Tech0.390.5BuyDCF
02/20/20UOB Kay HianAvi-Tech0.420.57Buy
03/30/20DMG & PartnersAvi-Tech0.3250.5Buy
04/07/20DMG & PartnersAvi-Tech0.3050.5BuyDCF
06/02/20CIMBAvi-Tech0.390.422Add
06/24/20Lim & TanAvi-Tech0.3850Buy
06/26/20UOB Kay HianAvi-Tech0.390.57Buy
07/03/20DMG & PartnersAvi-Tech0.410.5Buy
Posted by at No comments:

Asian Healthcare - Stock calls

DateAnalystCompanyLastTargetCallValuation
02/21/20TayronaAsian Healthcare0.1920.305OverweightDDM, PER14.5x FY22
Posted by at No comments:

Stock calls for 3 July 2020

DateAnalystCompanyLastTargetCallValuation
07/03/20DBS VickersART1.021.1Buy
07/03/20DMG & PartnersAvi-Tech0.410.5Buy
07/03/20DBS VickersCapitaCommercial1.751.95Buy
07/03/20DBS VickersCapitamall Trust2.032.4Buy
07/03/20DBS VickersComfortdelgro1.471.68Buy
07/03/20DBS VickersDairy Farm4.665.1Buy
07/03/20phillipDBS21.2820.6Neutral
07/03/20DBS VickersFrasers Centrepoint Trust2.342.95Buy
07/03/20DBS VickersFrasers Logistics1.211.4Buy
07/03/20DMG & PartnersFrencken0.910.9Buy
07/03/20DMG & PartnersFu Yu0.2350.28Buy
07/03/20CIMBIfast Corp1.451.65AddSum of parts
07/03/20DBS VickersKoufu0.7150.75Buy
07/03/20UOB Kay HianKoufu0.7150.78Buy
07/03/20Lim & TanKoufu0.7150Hold
07/03/20DBS VickersLendlease Reit0.680.85Buy
07/03/20phillipOCBC9.189.14Neutral
07/03/20DMG & PartnersSilverlake0.240.24Neutral
07/03/20AmfrasersSingapore o&g0.260.32NeutralPER16x
07/03/20DBS VickersSingtel2.513.09Buy
07/03/20Kim EngSPH Reit0.8850.8HoldDDM
07/03/20Lim & TanSPH Reit0.8850Hold
07/03/20DBS VickersThai Beverage0.6750.9Buy
07/03/20phillipUOB20.6120.7Neutral
07/03/20DMG & PartnersValuetronics0.560.5Sell
07/03/20DMG & PartnersVenture16.4815.1Neutral
Posted by at No comments:

Thursday, July 2, 2020

The ISM PMI has turned around in June.



The PMI prices sub-index increased to 51.3 the producers were able to raise prices due to huge increases in employment and new orders. The government stimulus cheques were greasing the consumer spendings which were reflected by a huge spike in new local order. This increasing consumption was causing the production to increase to meet the spiking demands.

Is this improvement sustainable or just an aberration?

If the US cannot contain the 2nd wave of outbreak, this will not be sustainable.  We are starting to see the 2nd outbreak in the US now.
Posted by at No comments:

Ascendas India Trust - Stock calls

DateAnalystCompanyLastTargetCallValuation
07/29/19DBS VickersAscendas India Trust1.421.55Buy
10/25/19DBS VickersAscendas India Trust1.551.65BuyDDM
12/19/19DBS VickersAscendas India Trust1.531.65Buy
02/04/20DBS VickersAscendas India Trust1.581.65Buy
02/07/20DBS VickersAscendas India Trust1.651.85Buy
03/02/20DBS VickersAscendas India Trust1.651.85Buy
Posted by at No comments:

Ascendas Hospitality Trust - Stock calls

DateAnalystCompanyLastTargetCallValuation
07/04/19DBS VickersAscendas Hospitality Trust1.041.21BuyPegged to ART
Posted by at No comments:

Ascott Residential Trust (ART) - Stock calls

DateAnalystCompanyLastTargetCallValuation
07/04/19OCBCART1.281.31Hold
07/04/19CIMBART1.281.15HoldDDM
07/04/19UOB Kay HianART1.281.46Buy
07/05/19PhillipART1.311.36AccumulateDDM
07/31/19CIMBART1.31.31HoldDDM
07/31/19UOB Kay HianART1.31.54Buy
07/31/19DBS VickersART1.31.45Buy
08/02/19DIRART1.321.34Outperform
08/02/19Kim EngART1.321.3Hold
08/02/19PhillipART1.321.36AccumulateDDM
08/27/19UOB Kay HianART1.31.54Buy
09/24/19PhillipART1.311.36Accumulate
10/09/19DBS VickersART1.321.45Buy
10/11/19PhillipART1.311.42Accumulate
10/22/19OCBCART1.371.31Hold
10/31/19UOB Kay HianART1.41.66BuyDDM
11/01/19Kim EngART1.381.35HoldDDM
11/04/19CIMBART1.371.34Hold
11/04/19OCBCART1.371.41Hold
11/22/19UOB Kay HianART1.311.66BuyDDM
11/25/19PhillipART1.321.36Accumulate
11/25/19DBS VickersART1.321.45Buy
12/19/19Kim EngART1.351.4HoldDDM
01/31/20Kim EngART1.271.4HoldDDM
01/31/20DBS VickersART1.271.5Buy
02/03/20UOB Kay HianART1.261.57Buy
02/04/20DBS VickersART1.261.5Buy
02/05/20PhillipART1.241.53BuyDDM
02/19/20OCBCART1.261.4Buy
03/13/20PhillipART11.53Accumulate
03/16/20OCBCART0.951.11Buy
03/20/20UOB Kay HianART0.721.24BuyDDM
04/13/20Lim & TanART0.8550Hold
04/21/20DBS VickersART0.8851.1Buy
05/05/20UOB Kay HianART0.861.16BuyDDM
05/08/20PhillipART0.861.17BuyDDM
06/01/20DBS VickersART0.961.1Buy
06/08/20CIMBART1.051.21Add
06/08/20UOB Kay HianART1.051.16Buy
07/02/20UOB Kay HianART11.16Buy
Posted by at No comments:

Stock calls for 2 July 2020

DateAnalystCompanyLastTargetCallValuation
07/02/20UOB Kay HianART11.16Buy
07/02/20UOB Kay HianCapitamall Trust22.6Buy
07/02/20DMG & PartnersComfortdelgro1.481.65BuyDCF, PER16x FY21
07/02/20UOB Kay HianFar East Hospitality0.50.62Buy
07/02/20DBS VickersFrasers Centrepoint Trust2.322.95BuySum of parts, PB1.45x
07/02/20UOB Kay HianFrasers Centrepoint Trust2.322.85Buy
07/02/20UOB Kay HianGenting0.7650.8HoldBuy @ $0.68
07/02/20UOB Kay HianKeppel Reit1.111.3Buy
07/02/20CIMBKoufu0.6950.86AddPER19x FY21
07/02/20DBS VickersMapletree Industrial2.93.25BuyDCF
07/02/20Lim & TanSingtel2.470Buy
07/02/20DBS VickersWilmar4.14.6BuySum of parts, PER19.6x FY20
Posted by at No comments:

Why is China slowing its monetary easing!

https://finance.yahoo.com/news/china-central-bank-signaling-slowing-210000899.html

China is cognizant of the impending risks of monetary easing and it is slowing its monetary easing to prevent the economic malaise (overinflation) that we've envisioned.

http://sg-stock.blogspot.com/2020/07/emerging-markets-have-to-watch-out-for.html

We've seen this played out many times.  The SG and HK property markets are good examples of such consequences.

http://sg-stock.blogspot.com/2019/09/the-hong-kong-protestors-know-nothing.html
Posted by at No comments:

Emerging markets have to watch out for overinflated assets!

https://sg.finance.yahoo.com/news/portfolio-inflows-emerging-markets-continue-143622938.html

As stated in our previous posting, emerging market inflows increase many folds because monies flow to high-interest yielding countries.

http://sg-stock.blogspot.com/2020/03/weve-correctly-predicted-end-of-good-us.html

These emerging markets will have to watch out for overinflated assets such as the stock markets and properties because the western investors will cash out from these emerging markets in the future leaving the local investors with overpriced assets.  In other words, these local investors will be saddled with tremendous losses in the future.
Posted by at No comments:

Who proposed the 10m population in Singapore?

https://sg.news.yahoo.com/vivian-balakrishnan-slams-chee-soon-juan-over-false-statement-of-10-million-population-plan-171015707.html

It was Liu Thai Ker who proposed the 10m population in SG.  Why didn't the government debunk the false claim by Liu Thai Ker?

https://www.businesstimes.com.sg/top-stories/singapore-should-plan-for-population-of-10m

The population whitepaper projected a 6.9m population in Singapore by 2030.  Please look at my screenshot taken from the government whitepaper.


Posted by at No comments:

Wednesday, July 1, 2020

ARA Logistics - Stock calls

DateAnalystCompanyLastTargetCallValuation
07/04/19DMG & PartnersARA Logistics0.7850.83Buy
07/19/19DBS VickersARA Logistics0.780.75HoldDCF
07/22/19phillipARA Logistics0.7850.75Neutral
07/26/19Kim EngARA Logistics0.7650.9BuyDDM
07/26/19DMG & PartnersARA Logistics0.7650.8BuyDDM
07/26/19CIMBARA Logistics0.7650.76HoldDDM
08/26/19phillipARA Logistics0.7250.75Neutral
09/24/19phillipARA Logistics0.7350.75Neutral
10/18/19phillipARA Logistics0.730.75Neutral
10/30/19OCBCARA Logistics0.720.72Hold
11/25/19phillipARA Logistics0.710.75Neutral
12/10/19DMG & PartnersARA Logistics0.720.8Buy
01/24/20Kim EngARA Logistics0.7250.8BuyDDM
01/28/20DBS VickersARA Logistics0.7250.75HoldDCF
01/31/20OCBCARA Logistics0.7150.74Hold
03/02/20DBS VickersARA Logistics0.6850.75Hold
03/10/20DMG & PartnersARA Logistics0.640.74BuyDDM
03/17/20Kim EngARA Logistics0.5150.8Buy
04/23/20DMG & PartnersARA Logistics0.5350.74Buy
04/29/20DMG & PartnersARA Logistics0.5250.64BuyDDM
04/29/20DBS VickersARA Logistics0.5250.56HoldDCF
04/30/20CIMBARA Logistics0.530.71Hold
06/12/20UOB Kay HianARA Logistics0.540.69Buy
06/16/20DBS VickersARA Logistics0.5250.7BuyDCF
06/23/20DMG & PartnersARA Logistics0.570.64Buy
Posted by at No comments:

ARA Hospitality - Stock calls

DateAnalystCompanyLastTargetCallValuation
07/16/19UOB Kay HianARA Hospitality0.8851.15Buy
08/01/19UOB Kay HianARA Hospitality0.8851.21BuyDDM
10/02/19AmfrasersARA Hospitality0.870.96OutperformDDM
11/07/19UOB Kay HianARA Hospitality0.861.16BuyDDM
11/07/19AmfrasersARA Hospitality0.860.99OutperformDDM
12/02/19AmfrasersARA Hospitality0.8550.99OutperformDDM
02/20/20AmfrasersARA Hospitality0.860.95Outperform
02/20/20UOB Kay HianARA Hospitality0.861.25Buy
03/10/20AmfrasersARA Hospitality0.550.95Outperform
04/16/20UOB Kay HianARA Hospitality0.4450.7BuyDDM
06/12/20UOB Kay HianARA Hospitality0.4250.69BuyDDM
Posted by at No comments:

APTV - Stock calls

DateAnalystCompanyLastTargetCallValuation
08/19/19PhillipAPTV0.170.165NeutralEV/Ebitda9.5x
11/12/19PhillipAPTV0.1710.165NeutralEV/Ebitda9.5x
02/12/20PhillipAPTV0.1670.165NeutralEV/Ebitda10x
04/29/20PhillipAPTV0.1290.15BuyEV/Ebitda10x
Posted by at No comments:

Stock calls for 1 July 2020

DateAnalystCompanyLastTargetCallValuation
07/01/20DBS VickersA-Reit3.173.45Buy
07/01/20CIMBComfortdelgro1.451.46HoldPER13.1x FY21
07/01/20CIMBDBS20.8518.8Hold
07/01/20CIMBFrasers Centrepoint Trust2.312.49AddDDM
07/01/20DBS VickersFrencken0.881.02BuyPER10.4x FY21
07/01/20DMG & PartnersGenting0.760.73NeutralEV/Ebitda6x FY21
07/01/20CIMBOCBC98.37Hold
07/01/20DMG & PartnersSGX8.349.2Buy
07/01/20DMG & PartnersSuntec Reit1.411.78BuyDDM
07/01/20CIMBUOB20.2319.04Hold
Posted by at No comments:
Subscribe to: Posts (Atom)