Date | Analyst | Company | Last | Target | Call | Valuation |
03/09/17 | CIMB | AEM | 1.555 | 2.69 | Add | GGM, PB2.95x, PER8x FY18 |
04/26/17 | CIMB | AEM | 2.22 | 3.39 | Add | PER10x FY18, Ex-CB |
05/19/17 | CIMB | AEM | 2.45 | 3.39 | Add | |
05/23/17 | DBS Vickers | AEM | 2.61 | 3.35 | Not Rated | PER10x FY18 |
07/05/17 | CIMB | AEM | 2.2 | 3.39 | Add | PER10x FY18 |
08/04/17 | CIMB | AEM | 2.8 | 3.39 | Add | |
08/10/17 | CIMB | AEM | 2.77 | 3.43 | Add | PER10x FY18 |
10/17/17 | CIMB | AEM | 2.87 | 4.55 | Add | PER10x FY18 |
11/06/17 | CIMB | AEM | 3.39 | 4.55 | Add | PER10x FY19 |
12/20/17 | CIMB | AEM | 3.21 | 4.55 | Add | |
01/10/18 | CIMB | AEM | 3.31 | 4.55 | Add | |
01/24/18 | CIMB | AEM | 4.16 | 5.97 | Add | PER10x CY19 |
02/02/18 | CIMB | AEM | 4.97 | 6.62 | Add | PER10x CY19 |
03/02/18 | CIMB | AEM | 6.3 | 8.19 | Add | PER10x CY19 |
04/03/18 | CIMB | AEM | 6.78 | 8.19 | Add | PER10x FY19 |
04/26/18 | CIMB | AEM | 6.32 | 7.24 | Add | PER10x FY19 |
05/25/18 | CIMB | AEM | 1.47 | 1.78 | Add | 3-for-1 bonus |
08/01/18 | CIMB | AEM | 0.995 | 0.69 | Reduce | PER10x FY19 |
Friday, August 31, 2018
AEM - Stock calls
Advancer Global - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
08/04/17 | SAC Advisors | Advancer Global Ltd | 0.285 | 0.36 | Buy | |
03/02/18 | SAC Advisors | Advancer Global Ltd | 0.285 | 0.36 | Buy |
Addvalue - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
04/28/17 | NRA | Addvalue | 0.051 | 0.079 | Not Rated | |
06/08/17 | NRA | Addvalue | 0.057 | 0.079 | Not Rated | |
02/08/18 | NRA | Addvalue | 0.042 | 0.079 | Not Rated | |
04/25/18 | NRA | Addvalue | 0.04 | 0.079 | Not Rated | |
06/08/18 | NRA | Addvalue | 0.041 | 0.052 | Overweight | Mid-point of target $0.0485-$0.0552 |
Stock calls for 31 August 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
08/31/18 | phillip | Ayonda | 0.009 | 0.22 | Buy | Price to sales 6x FY18 |
08/31/18 | Lim & Tan | Capitamall Trust | 2.15 | 0 | Hold |
Emerging markets maybe a trigger for the next financial crisis.
https://www.bloombergquint.com/opinion/2018/08/31/this-emerging-market-selloff-looks-contagious
Argentine, Venezuela and Turkey economic problems may become the harbingers for the next financial crisis. However, the principal factor will rest on Turkey because it is the gateway between the Middle East and Europe. Once this Turkey's spigot stops functioning, Europe will get affected and Italy will become very vulnerable because it is economically weak.
When Europe is affected, Asia cannot escape unscathed because Europe will pull funds out from Asia to save itself.
Argentine, Venezuela and Turkey economic problems may become the harbingers for the next financial crisis. However, the principal factor will rest on Turkey because it is the gateway between the Middle East and Europe. Once this Turkey's spigot stops functioning, Europe will get affected and Italy will become very vulnerable because it is economically weak.
When Europe is affected, Asia cannot escape unscathed because Europe will pull funds out from Asia to save itself.
Thursday, August 30, 2018
Acromec - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/03/17 | DMG & Partners | Acromec | 0.565 | 0.5 | Buy | |
05/02/17 | DMG & Partners | Acromec | 0.39 | 0.38 | Neutral |
Accrelist - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
05/31/18 | NRA | Accrelist | 0.006 | 0.012 | Overweight |
Accordia Golf Trust - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/17/17 | Amfrasers | Accordia Golf Trust | 0.73 | 0.8 | Buy | DDM |
04/06/17 | CIMB | Accordia Golf Trust | 0.73 | 0.83 | Not Rated | Bloomberg consensus |
04/12/17 | DIR | Accordia Golf Trust | 0.73 | 0.85 | Buy | DDM |
04/17/17 | Amfrasers | Accordia Golf Trust | 0.735 | 0.8 | Buy | |
05/29/17 | DIR | Accordia Golf Trust | 0.745 | 0.82 | Outperform | |
05/30/17 | Amfrasers | Accordia Golf Trust | 0.745 | 0.8 | Buy | |
08/17/17 | Amfrasers | Accordia Golf Trust | 0.715 | 0.8 | Buy | |
11/21/17 | Amfrasers | Accordia Golf Trust | 0.7 | 0.78 | Buy | |
04/24/18 | Amfrasers | Accordia Golf Trust | 0.64 | 0.78 | Buy | DDM |
05/31/18 | Lim & Tan | Accordia Golf Trust | 0.595 | 0 | Hold | |
06/01/18 | Amfrasers | Accordia Golf Trust | 0.605 | 0.7 | Buy | DDM |
08/21/18 | Amfrasers | Accordia Golf Trust | 0.565 | 0.7 | Buy |
Stock calls for 30 August 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
08/30/18 | DBS Vickers | ART | 1.08 | 1.25 | Buy | DCF |
08/30/18 | DBS Vickers | Capitamall Trust | 2.17 | 2.3 | Buy | |
08/30/18 | DBS Vickers | CapitaRetail China | 1.45 | 1.7 | Buy | |
08/30/18 | DMG & Partners | Dairy Farm | 9.2 | 9.6 | Neutral | |
08/30/18 | Amfrasers | DISA | 0.008 | 0.02 | Buy | DCF |
08/30/18 | phillip | HMI | 0.615 | 0.83 | Buy | DCF |
08/30/18 | CIMB | Sembcorp Marine | 1.69 | 2.52 | Add | PB2.2x CY18 |
Wednesday, August 29, 2018
Ascendas Reit - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/03/17 | UOB Kay Hian | A-Reit | 2.27 | 2.71 | Buy | DDM |
01/05/17 | Credit Suisse | A-Reit | 2.31 | 2.63 | Outperform | |
01/06/17 | DMG & Partners | A-Reit | 2.33 | 2.65 | Buy | DDM |
01/06/17 | OCBC | A-Reit | 2.33 | 2.72 | Buy | |
01/09/17 | DBS Vickers | A-Reit | 2.38 | 2.65 | Buy | DCF |
01/25/17 | Deutsche | A-Reit | 2.4 | 2.55 | Hold | |
01/25/17 | OCBC | A-Reit | 2.4 | 2.68 | Buy | |
01/26/17 | CIMB | A-Reit | 2.4 | 2.31 | Hold | DDM |
01/26/17 | DIR | A-Reit | 2.4 | 2.38 | Hold | DDM |
02/09/17 | Credit Suisse | A-Reit | 2.42 | 2.63 | Outperform | |
02/17/17 | JP Morgan | A-Reit | 2.47 | 2.65 | Overweight | |
02/28/17 | Deutsche | A-Reit | 2.48 | 2.55 | Hold | |
03/02/17 | UOB Kay Hian | A-Reit | 2.49 | 2.71 | Buy | |
03/06/17 | OCBC | A-Reit | 2.49 | 2.68 | Buy | |
03/10/17 | DMG & Partners | A-Reit | 2.45 | 2.65 | Buy | |
03/13/17 | Credit Suisse | A-Reit | 2.47 | 2.63 | Outperform | |
03/17/17 | DBS Vickers | A-Reit | 2.5 | 2.65 | Buy | |
03/20/17 | DIR | A-Reit | 2.5 | 2.44 | Hold | DDM |
04/07/17 | DMG & Partners | A-Reit | 2.53 | 2.65 | Buy | |
04/11/17 | UOB Kay Hian | A-Reit | 2.52 | 2.71 | Buy | |
04/18/17 | DIR | A-Reit | 2.52 | 2.44 | Hold | |
04/18/17 | Kim Eng | A-Reit | 2.52 | 2.85 | Buy | DDM |
04/26/17 | CIMB | A-Reit | 2.55 | 2.59 | Hold | DDM |
04/26/17 | DBS Vickers | A-Reit | 2.55 | 2.65 | Buy | DCF |
04/26/17 | DIR | A-Reit | 2.55 | 2.45 | Hold | DDM |
04/26/17 | DMG & Partners | A-Reit | 2.55 | 2.73 | Buy | DDM |
04/26/17 | OCBC | A-Reit | 2.55 | 2.66 | Buy | |
04/26/17 | UOB Kay Hian | A-Reit | 2.55 | 2.75 | Buy | |
05/02/17 | Kim Eng | A-Reit | 2.56 | 2.85 | Buy | |
05/17/17 | Deutsche | A-Reit | 2.6 | 2.6 | Hold | |
05/17/17 | UOB Kay Hian | A-Reit | 2.6 | 2.75 | Buy | |
05/18/17 | DBS Vickers | A-Reit | 2.58 | 2.65 | Buy | |
05/25/17 | UOB Kay Hian | A-Reit | 2.62 | 2.97 | Buy | |
06/01/17 | DMG & Partners | A-Reit | 2.62 | 2.73 | Buy | DDM |
06/02/17 | OCBC | A-Reit | 2.64 | 2.66 | Buy | |
06/08/17 | Lim & Tan | A-Reit | 2.67 | 0 | Buy on weakness | |
06/12/17 | Kim Eng | A-Reit | 2.7 | 2.9 | Buy` | DDM |
06/21/17 | Credit Suisse | A-Reit | 2.72 | 2.62 | Neutral | |
06/22/17 | Deutsche | A-Reit | 2.66 | 2.6 | Hold | |
06/28/17 | DIR | A-Reit | 2.66 | 2.45 | Underperform | DDM |
07/03/17 | Kim Eng | A-Reit | 2.61 | 2.9 | Buy | DDM |
07/12/17 | DMG & Partners | A-Reit | 2.58 | 2.73 | Buy | |
07/14/17 | Phillip | A-Reit | 2.59 | 2.86 | Accumulate | DDM, PB1.35x FY18 |
07/25/17 | UOB Kay Hian | A-Reit | 2.7 | 2.97 | Buy | DDM |
07/26/17 | DBS Vickers | A-Reit | 2.72 | 2.78 | Buy | DCF |
07/28/17 | DIR | A-Reit | 2.72 | 2.45 | Underperform | DDM |
07/28/17 | Credit Suisse | A-Reit | 2.72 | 2.62 | Neutral | |
07/28/17 | DMG & Partners | A-Reit | 2.72 | 2.9 | Buy | DDM |
07/28/17 | OCBC | A-Reit | 2.72 | 2.66 | Hold | |
07/28/17 | CIMB | A-Reit | 2.72 | 2.71 | Hold | DDM |
07/31/17 | UOB Kay Hian | A-Reit | 2.71 | 2.75 | Buy | |
07/31/17 | DBS Vickers | A-Reit | 2.71 | 2.85 | Buy | DCF |
08/03/17 | Kim Eng | A-Reit | 2.68 | 2.9 | Buy | |
08/14/17 | OCBC | A-Reit | 2.66 | 2.66 | Hold | |
08/17/17 | UOB Kay Hian | A-Reit | 2.67 | 2.97 | Buy | |
08/22/17 | Phillip | A-Reit | 2.65 | 2.86 | Accumulate | |
08/28/17 | DBS Vickers | A-Reit | 2.61 | 2.85 | Buy | |
09/04/17 | CIMB | A-Reit | 2.66 | 2.71 | Hold | |
09/21/17 | DMG & Partners | A-Reit | 2.7 | 2.9 | Buy | DDM |
09/26/17 | OCBC | A-Reit | 2.68 | 2.66 | Hold | |
09/26/17 | Kim Eng | A-Reit | 2.68 | 2.9 | Buy | |
10/09/17 | Phillip | A-Reit | 2.69 | 2.86 | Accumulate | DDM, PB1.35x FY18 |
10/23/17 | UOB Kay Hian | A-Reit | 2.72 | 2.97 | Buy | DDM |
10/25/17 | Kim Eng | A-Reit | 2.75 | 2.9 | Buy | |
10/31/17 | DMG & Partners | A-Reit | 2.71 | 2.9 | Buy | DDM |
10/31/17 | OCBC | A-Reit | 2.71 | 2.67 | Hold | |
10/31/17 | CIMB | A-Reit | 2.71 | 2.72 | Hold | DDM |
11/01/17 | DBS Vickers | A-Reit | 2.74 | 2.85 | Buy | |
11/09/17 | UOB Kay Hian | A-Reit | 2.66 | 2.97 | Buy | |
11/28/17 | Kim Eng | A-Reit | 2.63 | 3 | Buy | |
11/28/17 | Jefferies | A-Reit | 2.63 | 2.9 | Buy | |
12/01/17 | UOB Kay Hian | A-Reit | 2.64 | 3.05 | Buy | |
12/18/17 | DBS Vickers | A-Reit | 2.68 | 2.85 | Buy | |
12/19/17 | DMG & Partners | A-Reit | 2.69 | 2.9 | Buy | |
12/20/17 | CIMB | A-Reit | 2.69 | 2.72 | Hold | |
01/04/18 | Deutsche | A-Reit | 2.74 | 2.75 | Hold | |
01/05/18 | DMG & Partners | A-Reit | 2.79 | 2.9 | Buy | DDM |
01/19/18 | UOB Kay Hian | A-Reit | 2.77 | 3.05 | Buy | |
01/19/18 | Kim Eng | A-Reit | 2.77 | 3 | Buy | |
01/26/18 | Phillip | A-Reit | 2.75 | 2.89 | Accumulate | DDM, PB1.36x FY18 |
01/26/18 | OCBC | A-Reit | 2.75 | 2.69 | Hold | |
01/26/18 | DBS Vickers | A-Reit | 2.75 | 2.85 | Buy | |
01/26/18 | CIMB | A-Reit | 2.75 | 2.88 | Add | |
02/12/18 | Phillip | A-Reit | 2.57 | 2.87 | Accumulate | |
02/13/18 | UOB Kay Hian | A-Reit | 2.58 | 3.05 | Buy | |
02/20/18 | DMG & Partners | A-Reit | 2.62 | 2.9 | Buy | |
02/20/18 | DBS Vickers | A-Reit | 2.62 | 2.85 | Buy | |
03/05/18 | UOB Kay Hian | A-Reit | 2.61 | 3.05 | Buy | |
03/06/18 | UOB Kay Hian | A-Reit | 2.58 | 2.76 | Buy | |
03/19/18 | DBS Vickers | A-Reit | 2.66 | 2.85 | Buy | |
03/27/18 | Phillip | A-Reit | 2.6 | 2.89 | Accumulate | |
04/16/18 | Kim Eng | A-Reit | 2.69 | 3.05 | Buy | DDM |
04/16/18 | DMG & Partners | A-Reit | 2.69 | 2.9 | Buy | |
04/24/18 | Phillip | A-Reit | 2.65 | 2.91 | Accumulate | DDM, PB1.37x FY18/19 |
04/24/18 | UOB Kay Hian | A-Reit | 2.65 | 3.05 | Buy | DDM |
04/24/18 | DMG & Partners | A-Reit | 2.65 | 2.95 | Buy | DDM |
04/24/18 | CIMB | A-Reit | 2.65 | 2.85 | add | DDM |
04/24/18 | OCBC | A-Reit | 2.65 | 2.71 | Hold | |
04/24/18 | DBS Vickers | A-Reit | 2.65 | 3 | Buy | DCF |
04/25/18 | Jefferies | A-Reit | 2.68 | 2.95 | Buy | |
05/02/18 | UOB Kay Hian | A-Reit | 2.67 | 3.05 | Buy | |
05/08/18 | DBS Vickers | A-Reit | 2.65 | 3 | Buy | |
05/17/18 | DMG & Partners | A-Reit | 2.64 | 2.95 | Buy | |
05/21/18 | Phillip | A-Reit | 2.65 | 2.91 | Accumulate | |
06/04/18 | UOB Kay Hian | A-Reit | 2.64 | 3.05 | Buy | |
06/26/18 | DBS Vickers | A-Reit | 2.58 | 3 | Buy | |
07/03/18 | UOB Kay Hian | A-Reit | 2.61 | 3.05 | Buy | |
07/06/18 | DBS Vickers | A-Reit | 2.65 | 3 | Buy | |
07/16/18 | Phillip | A-Reit | 2.71 | 2.91 | Accumulate | |
07/27/18 | OCBC | A-Reit | 2.72 | 2.71 | Hold | |
07/30/18 | Phillip | A-Reit | 2.73 | 2.96 | Accumulate | DDM, PB1.39x FY19 |
07/30/18 | CIMB | A-Reit | 2.73 | 2.89 | Add | DDM |
07/31/18 | UOB Kay Hian | A-Reit | 2.76 | 3.01 | Buy | DDM |
08/17/18 | UOB Kay Hian | A-Reit | 2.73 | 3.01 | Buy | |
08/24/18 | DBS Vickers | A-Reit | 2.73 | 3 | Buy |
8Telecom - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/21/17 | NRA | 8Telecom | 0.139 | 0 | Not Rated | Fair value $0.181-$0.298 |
800Super - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/13/17 | Phillip | 800Super | 1.09 | 1.42 | Buy | DCF, PER15.4x FY17 |
05/15/17 | Phillip | 800Super | 1.375 | 1.57 | Accumulate | DCF, PER15.5x FY17 |
08/25/17 | Phillip | 800Super | 1.18 | 1.53 | Buy | DCF, PER16.9x FY18 |
10/05/17 | Phillip | 800Super | 1.205 | 1.53 | Buy | DCF, PER16.9x FY18 |
11/13/17 | Phillip | 800Super | 1.175 | 1.43 | Buy | DCF, PER15.9x FY18 |
01/16/18 | Phillip | 800Super | 1.25 | 1.4 | Accumulate | DCF, PER16.3x FY18 |
02/12/18 | Phillip | 800Super | 1.14 | 1.35 | Accumulate | DCF, PER17.8x FY18 |
05/14/18 | Phillip | 800Super | 1.12 | 1.3 | Accumulate | DCF, PER19.1x FY18 |
Stock calls for 29 August 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
08/29/18 | Phillip | Capitamall Trust | 2.15 | 2.05 | Neutral | DDM |
08/29/18 | CIMB | HMI | 0.61 | 0.79 | Add | DCF |
08/29/18 | UOB Kay Hian | HMI | 0.61 | 0.84 | Buy | DCF |
08/29/18 | CIMB | IHH Healthcare | 1.85 | 2.2 | Add | Sum of parts, Ringgit $6.63 target |
08/29/18 | Phillip | Micro-Mechanics | 1.83 | 2.3 | Buy | PER17x |
08/29/18 | CIMB | Wing Tai | 2 | 1.97 | Hold | RNAV (45% discount) |
08/29/18 | OCBC | Wing Tai | 2 | 2.41 | Buy | RNAV (15% discount) |
08/29/18 | Lim & Tan | Wing Tai | 2 | 0 | Buy |
Singapore is affected again by China anti-dumping probe.
https://www.businesstimes.com.sg/government-economy/china-to-start-new-anti-dumping-probe-on-some-bisphenol-a-imports
Singapore is an international trading hub and will get affected by China anti-dumping probe because China is our largest trading partner.
Therefore, it is better to build a cordial relationship with China so that we can get exemptions from China if the need arises.
http://sg-stock.blogspot.com/2017/08/omg-singapore-is-part-of-chinas-anti.html
http://sg-stock.blogspot.com/2018/04/singapore-gets-hit-again-with-another.html
Singapore is an international trading hub and will get affected by China anti-dumping probe because China is our largest trading partner.
Therefore, it is better to build a cordial relationship with China so that we can get exemptions from China if the need arises.
http://sg-stock.blogspot.com/2017/08/omg-singapore-is-part-of-chinas-anti.html
http://sg-stock.blogspot.com/2018/04/singapore-gets-hit-again-with-another.html
Tuesday, August 28, 2018
Yuuzoo - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
07/06/17 | Lim & Tan | Yuuzoo | 0.077 | 0 | Sell/Avoid | Fraud alert |
08/16/17 | Lim & Tan | Yuuzoo | 0.055 | 0 | Sell | |
12/22/17 | Lim & Tan | Yuuzoo | 0.048 | 0 | Sell | |
03/20/18 | Lim & Tan | Yuuzoo | 0.038 | 0 | Sell/Avoid |
Yongnam - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
10/26/17 | CIMB | Yongnam | 0.305 | 0.53 | Add | PB0.8x FY18 |
12/20/17 | CIMB | Yongnam | 0.325 | 0.53 | Add | |
01/05/18 | CIMB | Yongnam | 0.335 | 0.53 | Add | PB0.8x FY18 |
02/02/18 | CIMB | Yongnam | 0.35 | 0.53 | Add | PB0.8x FY18 |
03/02/18 | CIMB | Yongnam | 0.3 | 0.57 | Add | PB0.8x FY19 |
04/10/18 | CIMB | Yongnam | 0.29 | 0.57 | Add | PB0.8x FY19 |
05/16/18 | CIMB | Yongnam | 0.31 | 0.56 | Add | PB0.8x FY19 |
08/15/18 | CIMB | Yongnam | 0.255 | 0.45 | Add | PB0.8x FY19 |
Yoma - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/03/17 | DMG & Partners | Yoma | 0.585 | 0.75 | Buy | Sum of parts (10% discount) |
02/13/17 | DBS Vickers | Yoma | 0.58 | 0.8 | Buy | |
03/28/17 | DMG & Partners | Yoma | 0.62 | 0.78 | Buy | Sum of parts (10% discount) |
04/11/17 | DIR | Yoma | 0.63 | 0.66 | Hold | Sum of parts (30% discount) |
05/24/17 | OCBC | Yoma | 0.575 | 0.54 | Hold | |
05/25/17 | DBS Vickers | Yoma | 0.575 | 0.8 | Buy | |
05/25/17 | DIR | Yoma | 0.575 | 0.62 | Hold | Sum of parts (30% discount) |
06/06/17 | DMG & Partners | Yoma | 0.59 | 0.78 | Buy | Sum of parts (10% discount) |
07/05/17 | OCBC | Yoma | 0.585 | 0.54 | Hold | |
07/27/17 | OCBC | Yoma | 0.61 | 0.58 | Hold | |
07/27/17 | DMG & Partners | Yoma | 0.61 | 0.78 | Buy | Sum of parts (10% discount) |
08/21/17 | OCBC | Yoma | 0.565 | 0.58 | Hold | |
09/15/17 | OCBC | Yoma | 0.58 | 0.58 | Hold | |
10/11/17 | OCBC | Yoma | 0.6 | 0.58 | Hold | |
10/30/17 | DBS Vickers | Yoma | 0.59 | 0.75 | Buy | Sum of parts (30% discount) |
11/06/17 | OCBC | Yoma | 0.585 | 0.55 | Hold | |
12/15/17 | DBS Vickers | Yoma | 0.54 | 0.75 | Buy | |
01/02/18 | OCBC | Yoma | 0.54 | 0.55 | Hold | |
02/07/18 | OCBC | Yoma | 0.48 | 0.55 | Buy | |
03/07/18 | OCBC | Yoma | 0.42 | 0.51 | Buy | Sum of parts |
03/07/18 | DBS Vickers | Yoma | 0.42 | 0.75 | Buy | |
05/03/18 | DMG & Partners | Yoma | 0.43 | 0.66 | Buy | Sum of parts |
05/31/18 | DBS Vickers | Yoma | 0.4 | 0.58 | Buy | RNAV (40% discount) |
06/29/18 | CIMB | Yoma | 0.365 | 0.62 | Not Rated | Bloomberg consensus |
Yanlord - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/02/17 | DBS Vickers | Yanlord | 1.5 | 2.21 | Buy | PER8.9x FY17 |
05/17/17 | DBS Vickers | Yanlord | 1.895 | 2.25 | Buy | PER8.3x FY17 |
05/18/17 | Macquarie | Yanlord | 1.88 | 0 | Outperform | |
11/15/17 | DBS Vickers | Yanlord | 1.74 | 2.25 | Buy | PER7.1x FY18 |
01/03/18 | Citibank | Yanlord | 1.72 | 1.75 | Neutral | RNAV (50% discount) |
05/21/18 | DBS Vickers | Yanlord | 1.67 | 2.27 | Buy | PER6x FY18 |
06/06/18 | OCBC | Yanlord | 1.7 | 2.24 | Buy | PER6x |
08/16/18 | OCBC | Yanlord | 1.51 | 2.13 | Buy | PER5.5x |
08/20/18 | DBS Vickers | Yanlord | 1.48 | 2.17 | Buy | PER5.5x FY18/19 |
Stock calls for 28 August 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
08/28/18 | CIMB | Capitamall Trust | 2.17 | 2.21 | Hold | DDM |
08/28/18 | UOB Kay Hian | Capitamall Trust | 2.17 | 2.02 | Hold | DDM, Buy @ $1.84 |
08/28/18 | phillip | Geo Energy | 0.22 | 0.34 | Buy | PER10x |
08/28/18 | Kim Eng | Guocoland | 1.93 | 1.9 | Hold | RNAV (45% discount) |
08/28/18 | UOB Kay Hian | HMI | 0.62 | 0.82 | Buy | DCF |
08/28/18 | UOB Kay Hian | Keppel T&T | 1.4 | 1.51 | Hold | Sum of parts, Buy @ $1.36 |
08/28/18 | DBS Vickers | Koufu | 0.655 | 0.84 | Buy | PER17x FY19 |
08/28/18 | DMG & Partners | Silverlake | 0.46 | 0.57 | Buy | DCF |
08/28/18 | DBS Vickers | UMS | 0.825 | 0.86 | Hold | PER10x FY19 |
08/28/18 | Lim & Tan | Wheelock Properties | 2.2 | 2.1 | Reject offer | Offer $2.1 |
08/28/18 | DBS Vickers | Y Venture | 0.4 | 0.48 | Hold | EV/Ebitda19x FY19 |
Monday, August 27, 2018
This is the reason why we need to avoid property investments in Malaysia.
https://sg.finance.yahoo.com/news/malaysia-bars-foreigners-forest-city-053237909.html
Malaysia is not a place for property investments because of its political instability. This instability will affect the investment climate and shatter investors' confidence.
The forest city project will fall in prices because Malaysia is going to bar foreigners from investing and living in forest city by not issuing the visas.
Malaysia is not a place for property investments because of its political instability. This instability will affect the investment climate and shatter investors' confidence.
The forest city project will fall in prices because Malaysia is going to bar foreigners from investing and living in forest city by not issuing the visas.
Yangzijiang - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/02/17 | DBS Vickers | Yangzijiang | 0.98 | 1.12 | Buy | Sum of parts |
03/02/17 | DIR | Yangzijiang | 0.98 | 0.82 | Underperform | PER7.4x FY17 |
03/02/17 | OCBC | Yangzijiang | 0.98 | 0.96 | Hold | PER8x |
03/15/17 | CIMB | Yangzijiang | 1.105 | 1.21 | Add | Sum of parts |
04/03/17 | CIMB | Yangzijiang | 1.13 | 1.21 | Add | Sum of parts |
04/12/17 | Credit Suisse | Yangzijiang | 1.155 | 1 | Neutral | |
04/28/17 | Credit Suisse | Yangzijiang | 1.16 | 1.1 | Neutral | |
04/28/17 | OCBC | Yangzijiang | 1.16 | 0.96 | Hold | |
05/02/17 | CIMB | Yangzijiang | 1.15 | 1.25 | Buy | Sum of parts |
05/02/17 | DBS Vickers | Yangzijiang | 1.15 | 1.35 | Buy | Sum of parts |
05/02/17 | OCBC | Yangzijiang | 1.15 | 1.18 | Hold | Sum of parts |
06/08/17 | CLSA | Yangzijiang | 1.235 | 0.9 | Sell | |
07/06/17 | OCBC | Yangzijiang | 1.225 | 1.18 | Hold | |
07/18/17 | Credit Suisse | Yangzijiang | 1.34 | 1.1 | Neutral | |
07/21/17 | DBS Vickers | Yangzijiang | 1.35 | 1.35 | Buy | |
08/10/17 | UOB Kay Hian | Yangzijiang | 1.555 | 1.42 | Hold | PB1.1x, Buy @ $1.14 |
08/10/17 | CIMB | Yangzijiang | 1.555 | 1.66 | Add | Sum of parts, PB1x |
08/10/17 | Credit Suisse | Yangzijiang | 1.555 | 1.5 | Neutral | Sum of parts |
08/10/17 | OCBC | Yangzijiang | 1.555 | 1.58 | Hold | Buy @ $1.48 |
08/11/17 | DBS Vickers | Yangzijiang | 1.595 | 1.7 | Buy | Sum of parts, PB1.3x |
08/25/17 | DIR | Yangzijiang | 1.565 | 1.24 | Sell | PER10x FY17/18 |
09/04/17 | CIMB | Yangzijiang | 1.495 | 1.66 | Add | Sum of parts |
09/04/17 | DBS Vickers | Yangzijiang | 1.495 | 1.7 | Buy | Sum of parts, PB1.3x |
09/06/17 | Credit Suisse | Yangzijiang | 1.415 | 1.5 | Neutral | |
09/25/17 | OCBC | Yangzijiang | 1.41 | 1.48 | Hold | |
10/09/17 | DBS Vickers | Yangzijiang | 1.49 | 1.7 | Buy | |
10/26/17 | Credit Suisse | Yangzijiang | 1.53 | 1.5 | Neutral | |
11/13/17 | OCBC | Yangzijiang | 1.64 | 1.63 | Hold | |
11/13/17 | CIMB | Yangzijiang | 1.64 | 1.8 | Add | Sum of parts |
11/14/17 | DBS Vickers | Yangzijiang | 1.67 | 1.82 | Buy | Sum of parts, PB1.3x |
12/20/17 | CIMB | Yangzijiang | 1.49 | 1.8 | Add | |
03/02/18 | OCBC | Yangzijiang | 1.45 | 1.49 | Hold | Sum of parts |
03/02/18 | CIMB | Yangzijiang | 1.45 | 1.51 | Hold | Sum of parts |
03/05/18 | DBS Vickers | Yangzijiang | 1.41 | 1.82 | Buy | Sum of parts, PB1.3x |
03/16/18 | OCBC | Yangzijiang | 1.3 | 1.34 | Hold | Sum of parts |
04/30/18 | DBS Vickers | Yangzijiang | 1.16 | 1.82 | Buy | |
04/30/18 | CIMB | Yangzijiang | 1.16 | 1.27 | Hold | Sum of parts |
04/30/18 | OCBC | Yangzijiang | 1.16 | 1.22 | Hold | |
05/02/18 | DBS Vickers | Yangzijiang | 1.17 | 1.82 | Buy | Sum of parts |
06/06/18 | CIMB | Yangzijiang | 1.02 | 1.27 | Add | Sum of parts |
06/12/18 | OCBC | Yangzijiang | 0.995 | 1.18 | Buy | Sum of parts |
06/25/18 | UOB Kay Hian | Yangzijiang | 0.96 | 1.3 | Buy | |
07/03/18 | DBS Vickers | Yangzijiang | 0.885 | 1.82 | Buy | Sum of parts, PB1.25x |
07/03/18 | UOB Kay Hian | Yangzijiang | 0.885 | 1.3 | Buy | |
07/11/18 | CIMB | Yangzijiang | 0.91 | 1.27 | Add | Sum of parts |
08/08/18 | CIMB | Yangzijiang | 0.91 | 1.29 | Add | Sum of parts |
08/10/18 | DBS Vickers | Yangzijiang | 0.99 | 1.82 | Buy | Sum of parts |
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