https://www.channelnewsasia.com/news/business/canada-hits-back-on-us-tariffs--mnuchin-denies-trump-wants-to-quit-wto-10485368
Trump is digging his own grave now.
Trump will be the first to blink in this trade was as he has to deal with a November election.
We just need to prolong the trade war and Trump will cave in.
Saturday, June 30, 2018
Another bike sharing company, obike, has folded in Singapore.
https://www.channelnewsasia.com/news/commentary/obike-closure-singapore-bike-sharing-operator-bad-business-idea-10482320
We had stated in 2017 that this bike sharing business concept was flawed but VCs continued to invest in such businesses.
This shows that VCs do not know how to evaluate businesses at all as there are precursory signs of such businesses will flop.
http://sg-stock.blogspot.com/2018/06/bike-sharing-business-concept-is-not.html
We had stated in 2017 that this bike sharing business concept was flawed but VCs continued to invest in such businesses.
This shows that VCs do not know how to evaluate businesses at all as there are precursory signs of such businesses will flop.
http://sg-stock.blogspot.com/2018/06/bike-sharing-business-concept-is-not.html
Baltic dry index - 1385
Today, Friday, June 29 2018, the Baltic Dry Index climbed by 56 points, reaching 1385 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 - 1047
HOUSTON, June 29 (Xinhua) -- The number of active drilling rigs in the United States fell by five this week to 1,047, but still 107 more than that this time last year, showed weekly data collected by Baker Hughes released Friday.
The Houston-based oilfield services company Baker Hughes reported that the number of oil rigs operating in the United States fell by four while those seeking natural gas dropped by one, driving the overall rig count down to 1,047.
There are now 858 rigs drilling for oil with more than half of them - 474 - situated in the Permian Basin region of West Texas and New Mexico. There are exactly 187 gas-seeking rigs and two miscellaneous rigs.
Baker Hughes reported a fall of seven active rigs in the previous week.
Oil prices were sluggish for most of June, although the prices have shown an upswing starting last Friday as OPEC reached a deal for only modest oil production hikes.
=========================
Related stocks: Keppel Corp, Sembcorp Marine & Cosco
Friday, June 29, 2018
Micro-Mechanics - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
09/22/17 | Phillip | Micro-Mechanics | 1.545 | 2 | Buy | PER15x FY18 |
10/31/17 | Phillip | Micro-Mechanics | 2.03 | 2.5 | Buy | PER16x FY18 |
01/31/18 | Phillip | Micro-Mechanics | 2.35 | 2.5 | Accumulate | |
05/02/18 | Phillip | Micro-Mechanics | 1.82 | 2.3 | Buy | PER17x FY18 |
Metro - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
05/30/17 | Lim & Tan | Metro | 1.17 | 0 | Hold | |
05/25/18 | Lim & Tan | Metro | 1.17 | 0 | Hold |
Mermaid Maritime - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/03/17 | CIMB | Mermaid Maritime | 0.15 | 0.24 | Add | PB0.65x CY17 |
01/09/17 | DBS Vickers | Mermaid Maritime | 0.195 | 0.24 | Buy | PB0.7x FY17 |
03/02/17 | CIMB | Mermaid Maritime | 0.2 | 0.28 | Add | PB0.77x FY17 |
03/02/17 | DBS Vickers | Mermaid Maritime | 0.2 | 0.25 | Buy | DCF & PER0.7x |
05/17/17 | CIMB | Mermaid Maritime | 0.18 | 0.19 | Hold | PB0.56x FY17 |
05/17/17 | DBS Vickers | Mermaid Maritime | 0.18 | 0.2 | Hold | Sum of parts |
08/18/17 | CIMB | Mermaid Maritime | 0.143 | 0.14 | Reduce | PB0.4x FY17 |
08/18/17 | DBS Vickers | Mermaid Maritime | 0.143 | 0.14 | Hold | PB0.6x |
09/14/17 | CIMB | Mermaid Maritime | 0.126 | 0.14 | Reduce | |
11/16/17 | CIMB | Mermaid Maritime | 0.138 | 0.14 | Reduce | PB0.4x CY17 |
11/17/17 | DBS Vickers | Mermaid Maritime | 0.138 | 0.14 | Hold | PB0.6x |
01/12/18 | CIMB | Mermaid Maritime | 0.139 | 0.14 | Hold | PB0.43x CY18 |
01/23/18 | DBS Vickers | Mermaid Maritime | 0.155 | 0.14 | Hold | |
03/01/18 | CIMB | Mermaid Maritime | 0.152 | 0.16 | Hold | PB0.48x CY18 |
03/13/18 | DBS Vickers | Mermaid Maritime | 0.15 | 0.14 | Hold | Sum of parts |
05/18/18 | DBS Vickers | Mermaid Maritime | 0.138 | 0.13 | Hold | PB0.6x |
Stock calls for 29 June 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
06/29/18 | DMG & Partners | DBS | 26.49 | 30.3 | Buy | GGM, PB1.47x FY19 |
06/29/18 | Lim & Tan | Del Monte | 0.18 | 0 | Neutral | |
06/29/18 | SAC | HLH | 0.163 | 0.51 | Buy | RNAV (40% discount), PB0.8x FY18 |
06/29/18 | DMG & Partners | Raffles Medical | 1.01 | 1.02 | Neutral | DCF |
06/29/18 | DBS Vickers | SPH Reit | 0.99 | 1.07 | Buy | DCF |
06/29/18 | CIMB | Yoma | 0.365 | 0.62 | Not Rated | Bloomberg consensus |
06/28/18 | DBS Vickers | Capitaland | 3.13 | 4.35 | Buy | |
06/28/18 | DMG & Partners | Capitaland | 3.13 | 4.25 | Buy | RNAV (15% discount) |
06/28/18 | UOB Kay Hian | Chip Eng Seng | 0.84 | 1.38 | Buy | |
06/28/18 | OCBC | Sheng Siong | 1.05 | 1.12 | Buy | |
06/28/18 | DBS Vickers | ST Engineering | 3.29 | 4.1 | Buy | |
06/28/18 | NRA | Trendlines | 0.119 | 0.225 | Overweight | |
06/28/18 | DBS Vickers | UOB | 26.36 | 33.2 | Buy | |
06/28/18 | CIMB | Y Venture | 0.445 | 0.62 | Add | PER30x CY19 |
Thursday, June 28, 2018
Memtech - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/10/17 | OCBC | Memtech | 0.635 | 0.76 | Buy | |
02/27/17 | CIMB | Memtech | 0.65 | 0.76 | Add | PER8x FY18 |
02/27/17 | OCBC | Memtech | 0.65 | 0.77 | Hold | PER11.1x FY17, Buy @ $0.60 or lower |
04/25/17 | Lim & Tan | Memtech | 0.79 | 1 | Buy | PER10.6x, PB0.9x |
04/25/17 | UOB Kay Hian | Memtech | 0.79 | 1.05 | Buy | |
04/28/17 | CIMB | Memtech | 0.875 | 1.09 | Add | PER10x FY18 |
05/02/17 | OCBC | Memtech | 0.855 | 0.85 | Hold | |
05/19/17 | CIMB | Memtech | 0.785 | 1.09 | Add | PER10x FY18 |
05/29/17 | Lim & Tan | Memtech | 0.92 | 1.1 | Buy | PER11x, PB1x |
05/30/17 | UOB Kay Hian | Memtech | 0.97 | 1.15 | Buy | PER12.5x FY17 |
07/03/17 | UOB Kay Hian | Memtech | 0.895 | 1.15 | Buy | PER12.5x FY17 |
07/05/17 | CIMB | Memtech | 0.905 | 1.09 | Add | |
07/06/17 | OCBC | Memtech | 0.91 | 0.85 | Hold | |
07/28/17 | Lim & Tan | Memtech | 1.005 | 0 | Buy | |
08/04/17 | CIMB | Memtech | 1.035 | 1.16 | Add | PER10.4x FY18 |
08/08/17 | UOB Kay Hian | Memtech | 1.02 | 1.15 | Buy | PER12.5x FY17 |
08/11/17 | UOB Kay Hian | Memtech | 1.04 | 1.18 | Buy | PER10.3x FY18 |
08/11/17 | Lim & Tan | Memtech | 1.04 | 1.13 | Buy | PB1x |
09/05/17 | UOB Kay Hian | Memtech | 0.945 | 1.18 | Buy | PER10.3x FY18 |
10/04/17 | UOB Kay Hian | Memtech | 1.01 | 1.18 | Buy | PER10.3x FY18 |
10/11/17 | UOB Kay Hian | Memtech | 1.045 | 1.33 | Buy | PER11.6x FY18 |
10/11/17 | Lim & Tan | Memtech | 1.045 | 1.3 | Buy | PER13.7x |
11/02/17 | UOB Kay Hian | Memtech | 1.175 | 1.33 | Buy | |
11/13/17 | CIMB | Memtech | 1.14 | 1.33 | Add | PER10x FY19 |
12/20/17 | CIMB | Memtech | 1.09 | 1.33 | Add | |
01/10/18 | CIMB | Memtech | 1.15 | 1.33 | Add | PER10x FY19 |
01/24/18 | CLSA | Memtech | 1.28 | 2 | Buy | PEG0.45x, PER15x CY18 |
02/09/18 | UOB Kay Hian | Memtech | 1.29 | 1.43 | Buy | PER11.6x FY18 |
03/05/18 | Lim & Tan | Memtech | 1.52 | 0 | Buy | |
03/07/18 | CIMB | Memtech | 1.54 | 1.76 | Add | PER12x FY19 |
04/06/18 | UOB Kay Hian | Memtech | 1.58 | 1.5 | Hold | PER12x FY18, Buy @ $1.35 |
04/26/18 | Lim & Tan | Memtech | 1.37 | 0 | Hold | |
04/27/18 | CIMB | Memtech | 1.29 | 1.47 | Add | PER10x FY19 |
04/27/18 | UOB Kay Hian | Memtech | 1.29 | 1.32 | Hold | PER10.6x FY18, Buy @ $1.18 |
06/26/18 | CIMB | Memtech | 1.13 | 1.47 | Add |
Megachem - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/06/17 | NRA | Megachem | 0.44 | 0.485 | Not Rated | DCF |
09/04/17 | NRA | Megachem | 0.39 | 0.485 | Not Rated | |
04/30/18 | NRA | Megachem | 0.385 | 0.51 | Not Rated | DCF, PER14.7x FY18 |
06/26/18 | SAC | Megachem | 0.32 | 0.5 | Buy | PER14.9x FY19 |
Mapletree Logistics - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/09/17 | DBS Vickers | Mapletree Logistics | 1.04 | 1.15 | Buy | |
01/24/17 | DIR | Mapletree Logistics | 1.06 | 1.04 | Hold | DDM |
01/24/17 | UOB Kay Hian | Mapletree Logistics | 1.06 | 1.2 | Buy | DDM |
01/25/17 | CIMB | Mapletree Logistics | 1.055 | 1.02 | Hold | DDM |
01/25/17 | OCBC | Mapletree Logistics | 1.055 | 1.06 | Hold | |
01/31/17 | Credit Suisse | Mapletree Logistics | 1.055 | 1.12 | Neutral | |
02/28/17 | Deutsche | Mapletree Logistics | 1.07 | 1.15 | Buy | |
03/07/17 | UOB Kay Hian | Mapletree Logistics | 1.06 | 1.2 | Buy | |
03/24/17 | OCBC | Mapletree Logistics | 1.08 | 1.06 | Hold | |
03/30/17 | DBS Vickers | Mapletree Logistics | 1.09 | 1.28 | Buy | |
03/30/17 | DIR | Mapletree Logistics | 1.09 | 1.09 | Hold | DDM |
04/11/17 | UOB Kay Hian | Mapletree Logistics | 1.11 | 1.2 | Buy | |
04/18/17 | DIR | Mapletree Logistics | 1.105 | 1.09 | Hold | |
04/18/17 | Kim Eng | Mapletree Logistics | 1.105 | 1.2 | Hold | DDM |
05/02/17 | CIMB | Mapletree Logistics | 1.13 | 1.1 | Hold | DDM |
05/02/17 | DBS Vickers | Mapletree Logistics | 1.13 | 1.28 | Buy | |
05/02/17 | DIR | Mapletree Logistics | 1.13 | 1.1 | Hold | DDM |
05/02/17 | Kim Eng | Mapletree Logistics | 1.13 | 1.2 | Buy | DDM |
05/02/17 | OCBC | Mapletree Logistics | 1.13 | 1.14 | Hold | DDM |
05/25/17 | Deutsche | Mapletree Logistics | 1.155 | 1.2 | Buy | |
05/25/17 | UOB Kay Hian | Mapletree Logistics | 1.155 | 1.29 | Buy | |
06/12/17 | DBS Vickers | Mapletree Logistics | 1.2 | 1.28 | Buy | |
06/22/17 | Deutsche | Mapletree Logistics | 1.18 | 1.2 | Buy | |
06/22/17 | Kim Eng | Mapletree Logistics | 1.18 | 1.2 | Hold | |
07/03/17 | Kim Eng | Mapletree Logistics | 1.2 | 1.2 | Hold | |
07/05/17 | Lim & Tan | Mapletree Logistics | 1.195 | 0 | Hold | |
07/11/17 | DIR | Mapletree Logistics | 1.19 | 1.07 | Underperform | DDM |
07/11/17 | OCBC | Mapletree Logistics | 1.19 | 1.15 | Hold | DDM |
07/25/17 | UOB Kay Hian | Mapletree Logistics | 1.22 | 1.29 | Buy | DDM |
07/25/17 | Credit Suisse | Mapletree Logistics | 1.22 | 1.15 | Neutral | |
07/25/17 | Deutsche | Mapletree Logistics | 1.22 | 1.3 | Buy | |
07/26/17 | CIMB | Mapletree Logistics | 1.235 | 1.12 | Hold | DDM |
07/26/17 | DBS Vickers | Mapletree Logistics | 1.235 | 1.28 | Buy | DCF |
08/14/17 | OCBC | Mapletree Logistics | 1.19 | 1.15 | Hold | |
08/15/17 | DBS Vickers | Mapletree Logistics | 1.19 | 1.28 | Buy | |
08/30/17 | Kim Eng | Mapletree Logistics | 1.21 | 1.19 | Hold | DDM |
08/30/17 | CIMB | Mapletree Logistics | 1.21 | 1.13 | Hold | DDM |
08/30/17 | Lim & Tan | Mapletree Logistics | 1.21 | 0 | Hold | |
08/31/17 | OCBC | Mapletree Logistics | 1.23 | 1.35 | Buy | |
09/22/17 | OCBC | Mapletree Logistics | 1.2 | 1.35 | Buy | |
09/27/17 | DIR | Mapletree Logistics | 1.205 | 1.1 | Underperform | |
10/05/17 | OCBC | Mapletree Logistics | 1.24 | 1.35 | Buy | |
10/20/17 | DBS Vickers | Mapletree Logistics | 1.225 | 1.38 | Buy | |
10/23/17 | UOB Kay Hian | Mapletree Logistics | 1.24 | 1.29 | Buy | |
10/24/17 | Lim & Tan | Mapletree Logistics | 1.275 | 0 | Hold | |
10/25/17 | Credit Suisse | Mapletree Logistics | 1.255 | 1.18 | Neutral | |
10/25/17 | Kim Eng | Mapletree Logistics | 1.255 | 1.25 | Hold | DDM |
10/25/17 | CIMB | Mapletree Logistics | 1.255 | 1.21 | Hold | DDM |
10/25/17 | Deutsche | Mapletree Logistics | 1.255 | 1.35 | Buy | |
11/30/17 | OCBC | Mapletree Logistics | 1.26 | 1.35 | Buy | |
12/01/17 | UOB Kay Hian | Mapletree Logistics | 1.27 | 1.37 | Buy | |
12/06/17 | Lim & Tan | Mapletree Logistics | 1.28 | 0 | Hold | |
12/18/17 | DBS Vickers | Mapletree Logistics | 1.32 | 1.38 | Buy | |
01/09/18 | DBS Vickers | Mapletree Logistics | 1.36 | 1.38 | Buy | |
01/10/18 | Lim & Tan | Mapletree Logistics | 1.35 | 0 | Hold | |
01/23/18 | UOB Kay Hian | Mapletree Logistics | 1.35 | 1.41 | Hold | DDM |
01/23/18 | OCBC | Mapletree Logistics | 1.35 | 1.35 | Buy | |
01/23/18 | Deutsche | Mapletree Logistics | 1.35 | 1.4 | Buy | |
01/24/18 | CIMB | Mapletree Logistics | 1.38 | 1.43 | Add | DDM |
01/24/18 | Credit Suisse | Mapletree Logistics | 1.38 | 1.18 | Neutral | |
01/24/18 | OCBC | Mapletree Logistics | 1.38 | 1.48 | Buy | |
01/24/18 | DBS Vickers | Mapletree Logistics | 1.38 | 1.45 | Buy | |
02/14/18 | Deutsche | Mapletree Logistics | 1.23 | 1.35 | Buy | |
02/20/18 | DBS Vickers | Mapletree Logistics | 1.25 | 1.45 | Buy | |
03/06/18 | OCBC | Mapletree Logistics | 1.2 | 1.48 | Buy | |
04/16/18 | Kim Eng | Mapletree Logistics | 1.27 | 1.25 | Hold | |
04/27/18 | UOB Kay Hian | Mapletree Logistics | 1.26 | 1.41 | Hold | |
04/27/18 | OCBC | Mapletree Logistics | 1.26 | 1.48 | Buy | |
04/30/18 | OCBC | Mapletree Logistics | 1.27 | 1.44 | Buy | |
04/30/18 | Kim Eng | Mapletree Logistics | 1.27 | 1.25 | Hold | DDM |
05/02/18 | CIMB | Mapletree Logistics | 1.27 | 1.39 | Add | DDM |
06/21/18 | OCBC | Mapletree Logistics | 1.22 | 1.34 | Buy | |
06/26/18 | DBS Vickers | Mapletree Logistics | 1.22 | 1.48 | Buy |
Stock calls for 28 June 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
06/28/18 | DBS Vickers | Capitaland | 3.13 | 4.35 | Buy | |
06/28/18 | DMG & Partners | Capitaland | 3.13 | 4.25 | Buy | RNAV (15% discount) |
06/28/18 | UOB Kay Hian | Chip Eng Seng | 0.84 | 1.38 | Buy | |
06/28/18 | OCBC | Sheng Siong | 1.05 | 1.12 | Buy | |
06/28/18 | DBS Vickers | ST Engineering | 3.29 | 4.1 | Buy | |
06/28/18 | NRA | Trendlines | 0.119 | 0.225 | Overweight | |
06/28/18 | DBS Vickers | UOB | 26.36 | 33.2 | Buy | |
06/28/18 | CIMB | Y Venture | 0.445 | 0.62 | Add | PER30x CY19 |
Wednesday, June 27, 2018
Mapletree Industrial - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/09/17 | DBS Vickers | Mapletree Industrial | 1.665 | 1.9 | Buy | |
01/25/17 | Deutsche | Mapletree Industrial | 1.645 | 1.65 | Hold | |
01/25/17 | OCBC | Mapletree Industrial | 1.645 | 1.79 | Buy | |
01/25/17 | UOB Kay Hian | Mapletree Industrial | 1.645 | 1.6 | Hold | DDM |
01/26/17 | CIMB | Mapletree Industrial | 1.65 | 1.68 | Add | DDM |
01/26/17 | Phillip | Mapletree Industrial | 1.65 | 1.74 | Accumulate | DDM |
01/31/17 | Credit Suisse | Mapletree Industrial | 1.665 | 1.82 | Outperform | |
02/14/17 | CIMB | Mapletree Industrial | 1.665 | 1.68 | Add | |
02/17/17 | JP Morgan | Mapletree Industrial | 1.675 | 1.75 | Overweight | |
02/20/17 | Phillip | Mapletree Industrial | 1.66 | 1.74 | Accumulate | |
02/28/17 | Deutsche | Mapletree Industrial | 1.66 | 1.65 | Hold | |
03/06/17 | CIMB | Mapletree Industrial | 1.67 | 1.68 | Add | DDM |
03/06/17 | DBS Vickers | Mapletree Industrial | 1.67 | 1.9 | Buy | |
03/07/17 | DIR | Mapletree Industrial | 1.685 | 1.7 | Hold | DDM |
03/07/17 | UOB Kay Hian | Mapletree Industrial | 1.685 | 1.6 | Hold | |
03/29/17 | OCBC | Mapletree Industrial | 1.76 | 1.88 | Buy | |
03/30/17 | DBS Vickers | Mapletree Industrial | 176 | 1.94 | Buy | |
04/11/17 | UOB Kay Hian | Mapletree Industrial | 1.77 | 1.6 | Hold | |
04/18/17 | DIR | Mapletree Industrial | 1.785 | 1.7 | Hold | |
04/18/17 | Kim Eng | Mapletree Industrial | 1.785 | 2 | Buy | DDM |
04/25/17 | DBS Vickers | Mapletree Industrial | 1.795 | 1.94 | Buy | DCF |
04/25/17 | DIR | Mapletree Industrial | 1.795 | 1.71 | Hold | DDM |
04/25/17 | OCBC | Mapletree Industrial | 1.795 | 1.93 | Buy | |
04/26/17 | CIMB | Mapletree Industrial | 1.82 | 1.8 | Hold | DDM |
04/26/17 | Kim Eng | Mapletree Industrial | 1.82 | 2.05 | Buy | DDM |
04/26/17 | Phillip | Mapletree Industrial | 1.82 | 1.8 | Neutral | DDM |
04/26/17 | UOB Kay Hian | Mapletree Industrial | 1.82 | 1.69 | Hold | DDM |
05/08/17 | Deutsche | Mapletree Industrial | 1.81 | 1.7 | Hold | |
05/08/17 | Phillip | Mapletree Industrial | 1.81 | 1.8 | Neutral | |
05/25/17 | UOB Kay Hian | Mapletree Industrial | 1.815 | 1.78 | Hold | |
06/09/17 | Lim & Tan | Mapletree Industrial | 1.84 | 0 | Hold | |
06/12/17 | DBS Vickers | Mapletree Industrial | 1.825 | 1.94 | Buy | |
06/20/17 | OCBC | Mapletree Industrial | 1.8 | 1.93 | Buy | |
06/22/17 | Deutsche | Mapletree Industrial | 1.815 | 1.7 | Hold | |
06/22/17 | Kim Eng | Mapletree Industrial | 1.815 | 2.05 | Buy | |
07/03/17 | Kim Eng | Mapletree Industrial | 1.86 | 2.05 | Buy | DDM |
07/26/17 | DIR | Mapletree Industrial | 1.88 | 1.71 | Hold | DDM |
07/26/17 | UOB Kay Hian | Mapletree Industrial | 1.88 | 1.78 | Hold | DDM |
07/26/17 | OCBC | Mapletree Industrial | 1.88 | 1.92 | Hold | |
07/26/17 | DBS Vickers | Mapletree Industrial | 1.88 | 1.94 | Buy | DCF |
07/26/17 | Religare | Mapletree Industrial | 1.88 | 1.9 | Buy | |
07/26/17 | Phillip | Mapletree Industrial | 1.88 | 1.98 | Accumulate | DDM, PB1.41x FY18 |
07/27/17 | CIMB | Mapletree Industrial | 1.905 | 1.91 | Hold | DDM |
08/03/17 | Kim Eng | Mapletree Industrial | 1.84 | 2.05 | Buy | |
08/22/17 | Phillip | Mapletree Industrial | 1.855 | 1.98 | Accumulate | |
09/27/17 | DBS Vickers | Mapletree Industrial | 1.84 | 1.94 | Buy | DCF |
09/28/17 | Kim Eng | Mapletree Industrial | 1.85 | 2.05 | Buy | |
10/09/17 | Phillip | Mapletree Industrial | 1.875 | 1.98 | Accumulate | |
10/23/17 | UOB Kay Hian | Mapletree Industrial | 1.9 | 1.78 | Hold | |
10/25/17 | OCBC | Mapletree Industrial | 1.96 | 1.92 | Hold | |
10/25/17 | Kim Eng | Mapletree Industrial | 1.96 | 2.05 | Buy | |
10/25/17 | UOB Kay Hian | Mapletree Industrial | 1.97 | 1.88 | Hold | |
10/26/17 | CIMB | Mapletree Industrial | 1.97 | 1.94 | Hold | DDM |
10/27/17 | Phillip | Mapletree Industrial | 1.97 | 1.99 | Neutral | DDM, PB1.37x FY18 |
11/08/17 | DBS Vickers | Mapletree Industrial | 1.965 | 2.15 | Buy | DCF |
11/28/17 | Kim Eng | Mapletree Industrial | 1.99 | 2.1 | Buy | |
12/01/17 | UOB Kay Hian | Mapletree Industrial | 1.97 | 1.88 | Hold | |
12/04/17 | Phillip | Mapletree Industrial | 1.99 | 2.06 | Hold | |
12/04/17 | OCBC | Mapletree Industrial | 1.99 | 2.06 | Hold | |
01/19/18 | Kim Eng | Mapletree Industrial | 2.11 | 2.1 | Buy | |
01/24/18 | OCBC | Mapletree Industrial | 2.07 | 2.06 | Hold | |
01/24/18 | UOB Kay Hian | Mapletree Industrial | 2.07 | 1.88 | Hold | DDM |
01/24/18 | DBS Vickers | Mapletree Industrial | 2.07 | 2.15 | Buy | |
01/25/18 | Phillip | Mapletree Industrial | 2.12 | 2.15 | Neutral | DDM, PB1.48x FY18 |
01/25/18 | CIMB | Mapletree Industrial | 2.12 | 2.16 | Add | DDM |
02/12/18 | Phillip | Mapletree Industrial | 1.93 | 2.15 | Neutral | |
04/16/18 | Kim Eng | Mapletree Industrial | 2.03 | 2.2 | Buy | |
04/24/18 | UOB Kay Hian | Mapletree Industrial | 2.02 | 2 | Hold | DDM |
04/25/18 | CIMB | Mapletree Industrial | 2 | 2.12 | Add | DDM |
04/25/18 | Phillip | Mapletree Industrial | 2 | 2.09 | Neutral | PB1.48x FY19 |
04/25/18 | OCBC | Mapletree Industrial | 2 | 2.06 | Hold | |
04/25/18 | Kim Eng | Mapletree Industrial | 2 | 2.25 | Buy | DDM |
04/30/18 | DBS Vickers | Mapletree Industrial | 2.02 | 2.22 | Buy | |
05/02/18 | CIMB | Mapletree Industrial | 2.03 | 2.12 | Add | |
05/21/18 | Phillip | Mapletree Industrial | 1.95 | 2.09 | Neutral |
Mapletree North Asia - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/09/17 | DBS Vickers | Mapletree North Asia | 0.955 | 1.11 | Buy | DCF |
01/31/17 | CIMB | Mapletree North Asia | 0.955 | 1.13 | Add | DDM |
01/31/17 | OCBC | Mapletree North Asia | 0.955 | 1.08 | Buy | |
03/06/17 | OCBC | Mapletree North Asia | 0.985 | 1.08 | Buy | |
03/30/17 | DBS Vickers | Mapletree North Asia | 1.015 | 1.11 | Buy | DCF |
04/03/17 | CIMB | Mapletree North Asia | 1.02 | 1.13 | Add | |
04/27/17 | OCBC | Mapletree North Asia | 1.06 | 1.08 | Buy | |
04/28/17 | CIMB | Mapletree North Asia | 1.045 | 1.14 | Add | |
04/28/17 | DBS Vickers | Mapletree North Asia | 1.045 | 1.25 | Buy | DCF |
04/28/17 | OCBC | Mapletree North Asia | 1.045 | 1.13 | Buy | |
06/23/17 | CIMB | Mapletree North Asia | 1.075 | 1.14 | Add | |
07/31/17 | OCBC | Mapletree North Asia | 1.11 | 1.22 | Buy | |
08/01/17 | CIMB | Mapletree North Asia | 1.11 | 1.17 | Add | DDM |
08/01/17 | DBS Vickers | Mapletree North Asia | 1.11 | 1.25 | Buy | |
10/24/17 | CIMB | Mapletree North Asia | 1.215 | 1.2 | Hold | DDM |
10/24/17 | OCBC | Mapletree North Asia | 1.215 | 1.28 | Buy | |
10/24/17 | DBS Vickers | Mapletree North Asia | 1.215 | 1.3 | Buy | DCF |
11/30/17 | OCBC | Mapletree North Asia | 1.16 | 1.28 | Buy | |
12/14/17 | OCBC | Mapletree North Asia | 1.19 | 1.28 | Buy | |
12/18/17 | DBS Vickers | Mapletree North Asia | 1.19 | 1.3 | Buy | |
01/29/18 | OCBC | Mapletree North Asia | 1.27 | 1.39 | Buy | |
01/29/18 | CIMB | Mapletree North Asia | 1.27 | 1.26 | Hold | DDM |
01/29/18 | DBS Vickers | Mapletree North Asia | 1.27 | 1.4 | Buy | |
03/28/18 | Lim & Tan | Mapletree North Asia | 1.18 | 0 | Buy on weakness | |
03/29/18 | CIMB | Mapletree North Asia | 1.15 | 1.3 | Add | DDM |
04/26/18 | OCBC | Mapletree North Asia | 1.13 | 1.39 | Buy | |
04/27/18 | OCBC | Mapletree North Asia | 1.15 | 1.42 | Buy | DDM |
04/27/18 | CIMB | Mapletree North Asia | 1.15 | 1.3 | Add | DDM |
05/23/18 | OCBC | Mapletree North Asia | 1.16 | 1.42 | Buy | |
06/26/18 | DBS Vickers | Mapletree North Asia | 1.13 | 1.45 | Buy | DCF |
Stock calls for 27 June 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
06/27/18 | DMG & Partners | Avi-Tech | 0.39 | 0.43 | Neutral | |
06/27/18 | DMG & Partners | Centurion | 0.455 | 0.47 | Neutral | |
06/27/18 | DMG & Partners | Fu Yu | 0.171 | 0.2 | Neutral | |
06/27/18 | OCBC | Golden Agri | 0.315 | 0.34 | Hold | |
06/27/18 | DMG & Partners | GSS Energy | 0.139 | 0.25 | Buy | Sum of parts |
06/27/18 | DMG & Partners | HRnetGroup | 0.865 | 1.18 | Buy | DCF |
06/27/18 | DMG & Partners | ISOTeam | 0.335 | 0.42 | Buy | |
06/27/18 | DMG & Partners | Jadason | 0.04 | 0.05 | Neutral | |
06/27/18 | UOB Kay Hian | Jumbo | 0.52 | 0.53 | Hold | DCF, Buy @ $0.48 |
06/27/18 | DBS Vickers | M1 | 1.59 | 1.46 | Hold | EV/Ebitda6x |
06/27/18 | DMG & Partners | Singapore Medical | 0.46 | 0.68 | Buy | |
06/27/18 | DMG & Partners | Singtel | 3.12 | 4.05 | Buy | |
06/27/18 | DMG & Partners | Starhub | 1.73 | 1.9 | Neutral | DCF |
06/27/18 | DBS Vickers | Starhub | 1.73 | 1.42 | Hold | EV/Ebitda5.6x |
06/27/18 | DMG & Partners | Valuetronics | 0.665 | 0.92 | Buy | |
06/27/18 | OCBC | Wilmar | 3.06 | 3.51 | Buy |
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