Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/14/11 CIMB Mapletree Logistics 0.9 1.05 Outperform DDM
03/28/11 Citigroup Mapletree Logistics 0.875 1 Buy
03/09/11 DBS Vickers Mapletree Logistics 0.92 1.07 Buy
03/28/11 DBS Vickers Mapletree Logistics 0.885 1.07 Buy
04/04/11 DBS Vickers Mapletree Logistics 0.905 1.07 Buy
04/13/11 DBS Vickers Mapletree Logistics 0.89 1.07 Buy
02/10/11 Morgan Stanley Mapletree Logistics 0.96 1.1 Overweight
03/03/11 OCBC Mapletree Logistics 0.9 1.03 Buy
03/08/11 OCBC Mapletree Logistics 0.915 1.03 Buy
03/15/11 OCBC Mapletree Logistics 0.88 1.03 Buy
04/12/11 OCBC Mapletree Logistics 0.915 1.01 Buy RNAV
04/11/11 RBS Mapletree Logistics 0.915 1.14 Buy
Thursday, April 21, 2011
Mapletree Industrial - Buy calls from analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/18/11 CIMB Mapletree Industrial 1.09 1.24 Outperform DDM
03/09/11 DBS Vickers Mapletree Industrial 1.05 1.18 Buy
04/13/11 DBS Vickers Mapletree Industrial 1.06 1.16 Buy
02/18/11 CIMB Mapletree Industrial 1.09 1.24 Outperform DDM
03/09/11 DBS Vickers Mapletree Industrial 1.05 1.18 Buy
04/13/11 DBS Vickers Mapletree Industrial 1.06 1.16 Buy
Wednesday, April 20, 2011
M1 - Mixed calls from analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
04/12/11 CIMB M1 2.39 2.65 Neutral DCF
04/18/11 CIMB M1 2.41 2.63 Neutral DCF
04/18/11 DBS Vickers M1 2.41 2.6 Buy DCF
04/18/11 DMG & Partners M1 2.41 2.85 Buy DCF
04/18/11 HSBC M1 2.41 2.48 Underweight
04/01/11 Kim Eng M1 2.41 2.88 Buy
04/18/11 Kim Eng M1 2.41 2.88 Buy PER16x
04/04/11 OCBC M1 2.42 2.79 Buy
04/12/11 CIMB M1 2.39 2.65 Neutral DCF
04/18/11 CIMB M1 2.41 2.63 Neutral DCF
04/18/11 DBS Vickers M1 2.41 2.6 Buy DCF
04/18/11 DMG & Partners M1 2.41 2.85 Buy DCF
04/18/11 HSBC M1 2.41 2.48 Underweight
04/01/11 Kim Eng M1 2.41 2.88 Buy
04/18/11 Kim Eng M1 2.41 2.88 Buy PER16x
04/04/11 OCBC M1 2.42 2.79 Buy
Longcheer - Sell this China phone maker!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/10/11 Lim & Tan Longcheer 0.355 0 Sell/Avoid
04/18/11 Lim & Tan Longcheer 0.32 0 Sell
02/10/11 Lim & Tan Longcheer 0.355 0 Sell/Avoid
04/18/11 Lim & Tan Longcheer 0.32 0 Sell
Lippo-Mapletree Indo - Buy call from OCBC.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/17/11 OCBC Lippo-Mapletree Indo 0.54 0.59 Buy
03/03/11 OCBC Lippo-Mapletree Indo 0.53 0.59 Buy
03/25/11 OCBC Lippo-Mapletree Indo 0.54 0.59 Buy
02/17/11 OCBC Lippo-Mapletree Indo 0.54 0.59 Buy
03/03/11 OCBC Lippo-Mapletree Indo 0.53 0.59 Buy
03/25/11 OCBC Lippo-Mapletree Indo 0.54 0.59 Buy
Tuesday, April 19, 2011
Lian beng - Buy call from DMG.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
04/05/11 DMG & Partners Lian Beng 0.315 0.61 Buy
04/18/11 DMG & Partners Lian Beng 0.36 0.67 Buy PER7x
04/05/11 DMG & Partners Lian Beng 0.315 0.61 Buy
04/18/11 DMG & Partners Lian Beng 0.36 0.67 Buy PER7x
Li Heng - Kim Eng has ceased coverage for this counter.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
05/17/10 Kim Eng Li Heng 0.24 0.35 Buy PER10x
07/05/10 Kim Eng Li Heng 0.215 0.35 Buy PER10x
11/10/10 Kim Eng Li Heng 0.225 0.24 Hold PER9x
03/15/11 Kim Eng Li Heng 0.16 0 Cease Coverage
04/15/10 OCBC Li Heng 0.3 0.34 Buy DCF
05/17/10 OCBC Li Heng 0.24 0.34 Buy
06/28/10 OCBC Li Heng 0.225 0.32 Buy DCF
08/16/10 OCBC Li Heng 0.215 0.32 Buy DCF
09/02/10 OCBC Li Heng 0.19 0.32 Buy
05/17/10 Kim Eng Li Heng 0.24 0.35 Buy PER10x
07/05/10 Kim Eng Li Heng 0.215 0.35 Buy PER10x
11/10/10 Kim Eng Li Heng 0.225 0.24 Hold PER9x
03/15/11 Kim Eng Li Heng 0.16 0 Cease Coverage
04/15/10 OCBC Li Heng 0.3 0.34 Buy DCF
05/17/10 OCBC Li Heng 0.24 0.34 Buy
06/28/10 OCBC Li Heng 0.225 0.32 Buy DCF
08/16/10 OCBC Li Heng 0.215 0.32 Buy DCF
09/02/10 OCBC Li Heng 0.19 0.32 Buy
Leader Environment - Buy call from DMG.
Data/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/02/11 DMG & Partners Leader Environment 0.22 0.53 Buy PER10x
04/14/11 DMG & Partners Leader Environment 0.27 0.56 Buy PATMI 10x
03/02/11 DMG & Partners Leader Environment 0.22 0.53 Buy PER10x
04/14/11 DMG & Partners Leader Environment 0.27 0.56 Buy PATMI 10x
Monday, April 18, 2011
KSH - DMG likes this stock.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/18/11 DMG & Partners KSH 0.25 0.31 Buy Sum of parts
03/10/11 DMG & Partners KSH 0.24 0.31 Buy
02/18/11 DMG & Partners KSH 0.25 0.31 Buy Sum of parts
03/10/11 DMG & Partners KSH 0.24 0.31 Buy
KS Energy - OCBC doesn't like this stock but DnB Nor likes it.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/10/11 DnB Nor KS Energy 0.89 1.4 Buy
02/25/11 OCBC KS Energy 0.865 0.91 Hold NTA
03/04/11 OCBC KS Energy 0.88 0.91 Hold
03/15/11 OCBC KS Energy 0.885 0.91 Hold
04/14/11 OCBC KS Energy 1.03 0.91 Hold
03/10/11 DnB Nor KS Energy 0.89 1.4 Buy
02/25/11 OCBC KS Energy 0.865 0.91 Hold NTA
03/04/11 OCBC KS Energy 0.88 0.91 Hold
03/15/11 OCBC KS Energy 0.885 0.91 Hold
04/14/11 OCBC KS Energy 1.03 0.91 Hold
Kreuz - Buy call from DnB Nor.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/10/11 DnB Nor Kreuz 0.37 0.5 Buy DCF
03/10/11 DnB Nor Kreuz 0.37 0.5 Buy DCF
Sunday, April 17, 2011
Market Analyses for US (Dow Jones Industrial Average Index), Japan (Nikkei 225 Index), Hong Kong, (Hang Seng Index) & Singapore (Straits Times Index)
K-Reit - Citigroup hates this reit.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/22/11 CIMB K-Reit 1.29 1.52 Neutral DDM
04/15/11 CIMB K-Reit 1.32 1.52 Outperform DDM
03/22/11 Citigroup K-Reit 1.29 1.2 Sell
03/09/11 DBS Vickers K-Reit 1.32 1.24 Hold
03/22/11 DBS Vickers K-Reit 1.29 1.32 Hold DCF
04/13/11 DBS Vickers K-Reit 1.29 1.2 Hold
04/15/11 DBS Vickers K-Reit 1.32 1.32 Hold
03/23/11 DIR K-Reit 1.29 1.3 Hold
03/22/11 Nomura K-Reit 1.29 1.76 Buy RNAV
03/22/11 CIMB K-Reit 1.29 1.52 Neutral DDM
04/15/11 CIMB K-Reit 1.32 1.52 Outperform DDM
03/22/11 Citigroup K-Reit 1.29 1.2 Sell
03/09/11 DBS Vickers K-Reit 1.32 1.24 Hold
03/22/11 DBS Vickers K-Reit 1.29 1.32 Hold DCF
04/13/11 DBS Vickers K-Reit 1.29 1.2 Hold
04/15/11 DBS Vickers K-Reit 1.32 1.32 Hold
03/23/11 DIR K-Reit 1.29 1.3 Hold
03/22/11 Nomura K-Reit 1.29 1.76 Buy RNAV
Koda - OCBC gave up on this stock due to low liquidity.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/16/11 OCBC Koda 0.16 0 Cease Coverage Low liquidity
02/16/11 OCBC Koda 0.16 0 Cease Coverage Low liquidity
Kingsmen Creatives - OCBC upgraded the target price.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
08/13/10 DMG & Partners Kingsmen Creatives 0.59 0.77 Buy
08/18/10 DMG & Partners Kingsmen Creatives 0.6 0.77 Buy
08/19/10 DMG & Partners Kingsmen Creatives 0.6 0.82 Buy PER9x
02/23/11 DMG & Partners Kingsmen Creatives 0.56 0.76 Buy
02/25/11 DMG & Partners Kingsmen Creatives 0.56 0.76 Buy PER9x
08/13/10 Kim Eng Kingsmen Creatives 0.59 0.85 Buy
11/12/10 Kim Eng Kingsmen Creatives 0.6 0.79 Buy
12/07/10 Kim Eng Kingsmen Creatives 0.565 0.79 Buy
02/24/11 Kim Eng Kingsmen Creatives 0.56 0.84 Buy
09/02/10 OCBC Kingsmen Creatives 0.595 0.82 Buy
01/28/11 OCBC Kingsmen Creatives 0.575 0.665 Hold PER9x
01/31/11 OCBC Kingsmen Creatives 0.565 0.65 Hold
02/23/11 OCBC Kingsmen Creatives 0.56 0.665 Hold
02/24/11 OCBC Kingsmen Creatives 0.56 0.72 Hold
08/13/10 DMG & Partners Kingsmen Creatives 0.59 0.77 Buy
08/18/10 DMG & Partners Kingsmen Creatives 0.6 0.77 Buy
08/19/10 DMG & Partners Kingsmen Creatives 0.6 0.82 Buy PER9x
02/23/11 DMG & Partners Kingsmen Creatives 0.56 0.76 Buy
02/25/11 DMG & Partners Kingsmen Creatives 0.56 0.76 Buy PER9x
08/13/10 Kim Eng Kingsmen Creatives 0.59 0.85 Buy
11/12/10 Kim Eng Kingsmen Creatives 0.6 0.79 Buy
12/07/10 Kim Eng Kingsmen Creatives 0.565 0.79 Buy
02/24/11 Kim Eng Kingsmen Creatives 0.56 0.84 Buy
09/02/10 OCBC Kingsmen Creatives 0.595 0.82 Buy
01/28/11 OCBC Kingsmen Creatives 0.575 0.665 Hold PER9x
01/31/11 OCBC Kingsmen Creatives 0.565 0.65 Hold
02/23/11 OCBC Kingsmen Creatives 0.56 0.665 Hold
02/24/11 OCBC Kingsmen Creatives 0.56 0.72 Hold
Saturday, April 16, 2011
Kinergy - Buy call from NRA.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/01/11 NRA Kinergy 0.15 0.31 Buy PER7x
03/01/11 NRA Kinergy 0.15 0.31 Buy PER7x
Kian Ann - Buy call from DMG.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/16/11 DMG & Partners Kian Ann 0.22 0.27 Buy PER7x
03/10/11 DMG & Partners Kian Ann 0.21 0.27 Buy
02/16/11 DMG & Partners Kian Ann 0.22 0.27 Buy PER7x
03/10/11 DMG & Partners Kian Ann 0.21 0.27 Buy
Keppel Land - 6 buy calls & 1 hold call.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/11/11 CIMB Keppel Land 4.12 5.91 Buy
03/16/11 CIMB Keppel Land 4.15 5.2 Outperform RNAV (10% discount)
04/07/11 CLSA Keppel Land 4.54 4.99 Buy RNAV (10% discount)
02/22/11 DBS Vickers Keppel Land 4.21 5.09 Buy
03/16/11 DBS Vickers Keppel Land 4.31 5.09 Buy
03/18/11 Kim Eng Keppel Land 4.12 5.9 Buy RNAV (10% premium)
03/29/11 Morgan Stanley Keppel Land 4.46 0 Equalweight
03/17/11 OCBC Keppel Land 4.15 4.67 Buy RNAV
03/30/11 OCBC Keppel Land 4.39 5.12 Buy RNAV
03/18/11 phillip Keppel Land 4.12 4.99 Buy RNAV
02/11/11 CIMB Keppel Land 4.12 5.91 Buy
03/16/11 CIMB Keppel Land 4.15 5.2 Outperform RNAV (10% discount)
04/07/11 CLSA Keppel Land 4.54 4.99 Buy RNAV (10% discount)
02/22/11 DBS Vickers Keppel Land 4.21 5.09 Buy
03/16/11 DBS Vickers Keppel Land 4.31 5.09 Buy
03/18/11 Kim Eng Keppel Land 4.12 5.9 Buy RNAV (10% premium)
03/29/11 Morgan Stanley Keppel Land 4.46 0 Equalweight
03/17/11 OCBC Keppel Land 4.15 4.67 Buy RNAV
03/30/11 OCBC Keppel Land 4.39 5.12 Buy RNAV
03/18/11 phillip Keppel Land 4.12 4.99 Buy RNAV
Friday, April 15, 2011
Keppel Corp - 11 buy calls & 1 hold call.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/14/11 CIMB Keppel Corp 11.16 14.1 Outperform
02/16/11 CIMB Keppel Corp 11.22 14.1 Outperform Sum of parts
02/17/11 CIMB Keppel Corp 11.58 13.4 Buy
03/01/11 CIMB Keppel Corp 11.26 15 Outperform
03/07/11 CIMB Keppel Corp 11.68 15 Outperform
03/08/11 CIMB Keppel Corp 11.7 15 Outperform Sum of parts
03/10/11 CIMB Keppel Corp 12 15 Outperform
03/14/11 CIMB Keppel Corp 11.7 15 Outperform
03/16/11 CIMB Keppel Corp 11.36 15 Outperform Sum of parts
04/01/11 CIMB Keppel Corp 12.3 15 Outperform Sum of parts
04/04/11 CIMB Keppel Corp 12.4 15 Outperform Sum of parts
04/11/11 CIMB Keppel Corp 12.72 15 Outperform
04/12/11 CIMB Keppel Corp 12.5 15 Outperform Sum of parts
04/14/11 CIMB Keppel Corp 12.6 15 Outperform
02/15/11 Citigroup Keppel Corp 11.16 14.45 Buy
02/14/11 DBS Vickers Keppel Corp 11.16 13.55 Buy
02/17/11 DBS Vickers Keppel Corp 11.58 14.63 Buy Sum of parts
02/22/11 DBS Vickers Keppel Corp 11.44 14.63 Buy
03/10/11 DBS Vickers Keppel Corp 12 14.63 Buy Sum of parts
03/16/11 DBS Vickers Keppel Corp 11.36 14.63 Buy
03/28/11 DBS Vickers Keppel Corp 11.92 14.63 Buy
04/04/11 DBS Vickers Keppel Corp 12.4 14.63 Buy
04/12/11 DBS Vickers Keppel Corp 12.5 14.63 Buy
04/14/11 DBS Vickers Keppel Corp 12.6 14.63 Buy
02/10/11 DMG & Partners Keppel Corp 11.56 13 Buy Sum of parts
02/14/11 DMG & Partners Keppel Corp 11.16 13 Buy PER17.5x
02/15/11 DMG & Partners Keppel Corp 11.22 13.94 Buy Sum of parts
02/17/11 DMG & Partners Keppel Corp 11.58 13.94 Buy
02/18/11 DMG & Partners Keppel Corp 11.58 13.94 Buy
03/08/11 DMG & Partners Keppel Corp 11.7 13.94 Buy Sum of parts
03/11/11 DMG & Partners Keppel Corp 11.82 13.94 Buy Sum of parts
03/16/11 DMG & Partners Keppel Corp 11.36 13.94 Buy Sum of parts
04/04/11 DMG & Partners Keppel Corp 12.4 13.94 Buy PER17x
04/12/11 DMG & Partners Keppel Corp 12.5 13.94 Buy
04/13/11 DMG & Partners Keppel Corp 12.5 13.94 Buy Sum of parts
03/10/11 DnB Nor Keppel Corp 12.1 11.5 Hold Sum of parts
03/23/11 HSBC Keppel Corp 11.72 14.2 Overweight
03/11/11 IIFL Keppel Corp 11.82 16.96 Buy
02/14/11 Kim Eng Keppel Corp 11.16 13.05 Buy
02/16/11 Kim Eng Keppel Corp 11.22 13.05 Buy
02/17/11 Kim Eng Keppel Corp 11.58 13.05 Buy
03/03/11 Kim Eng Keppel Corp 11.5 13.95 Buy Sum of parts
03/07/11 Kim Eng Keppel Corp 11.68 13.95 Buy
04/04/11 Kim Eng Keppel Corp 12.4 13.95 Buy
02/16/11 Lim & Tan Keppel Corp 11.22 0 Buy
02/17/11 Lim & Tan Keppel Corp 11.58 0 Buy
03/08/11 Lim & Tan Keppel Corp 11.7 0 Buy
03/31/11 Lim & Tan Keppel Corp 12.26 0 Buy
02/16/11 OCBC Keppel Corp 11.22 13.24 Buy
02/17/11 OCBC Keppel Corp 11.58 13.24 Buy
03/04/11 OCBC Keppel Corp 11.6 13.26 Buy
03/08/11 OCBC Keppel Corp 11.7 13.26 Buy
03/15/11 OCBC Keppel Corp 11.82 13.24 Buy
04/05/11 OCBC Keppel Corp 12.7 13.92 Buy RNAV
04/14/11 OCBC Keppel Corp 12.6 13.92 Buy
02/17/11 phillip Keppel Corp 11.58 13.4 Buy
04/15/11 phillip Keppel Corp 10.82 12.52 Buy
02/21/11 UOB Kay Hian Keppel Corp 11.72 13 Buy
02/14/11 CIMB Keppel Corp 11.16 14.1 Outperform
02/16/11 CIMB Keppel Corp 11.22 14.1 Outperform Sum of parts
02/17/11 CIMB Keppel Corp 11.58 13.4 Buy
03/01/11 CIMB Keppel Corp 11.26 15 Outperform
03/07/11 CIMB Keppel Corp 11.68 15 Outperform
03/08/11 CIMB Keppel Corp 11.7 15 Outperform Sum of parts
03/10/11 CIMB Keppel Corp 12 15 Outperform
03/14/11 CIMB Keppel Corp 11.7 15 Outperform
03/16/11 CIMB Keppel Corp 11.36 15 Outperform Sum of parts
04/01/11 CIMB Keppel Corp 12.3 15 Outperform Sum of parts
04/04/11 CIMB Keppel Corp 12.4 15 Outperform Sum of parts
04/11/11 CIMB Keppel Corp 12.72 15 Outperform
04/12/11 CIMB Keppel Corp 12.5 15 Outperform Sum of parts
04/14/11 CIMB Keppel Corp 12.6 15 Outperform
02/15/11 Citigroup Keppel Corp 11.16 14.45 Buy
02/14/11 DBS Vickers Keppel Corp 11.16 13.55 Buy
02/17/11 DBS Vickers Keppel Corp 11.58 14.63 Buy Sum of parts
02/22/11 DBS Vickers Keppel Corp 11.44 14.63 Buy
03/10/11 DBS Vickers Keppel Corp 12 14.63 Buy Sum of parts
03/16/11 DBS Vickers Keppel Corp 11.36 14.63 Buy
03/28/11 DBS Vickers Keppel Corp 11.92 14.63 Buy
04/04/11 DBS Vickers Keppel Corp 12.4 14.63 Buy
04/12/11 DBS Vickers Keppel Corp 12.5 14.63 Buy
04/14/11 DBS Vickers Keppel Corp 12.6 14.63 Buy
02/10/11 DMG & Partners Keppel Corp 11.56 13 Buy Sum of parts
02/14/11 DMG & Partners Keppel Corp 11.16 13 Buy PER17.5x
02/15/11 DMG & Partners Keppel Corp 11.22 13.94 Buy Sum of parts
02/17/11 DMG & Partners Keppel Corp 11.58 13.94 Buy
02/18/11 DMG & Partners Keppel Corp 11.58 13.94 Buy
03/08/11 DMG & Partners Keppel Corp 11.7 13.94 Buy Sum of parts
03/11/11 DMG & Partners Keppel Corp 11.82 13.94 Buy Sum of parts
03/16/11 DMG & Partners Keppel Corp 11.36 13.94 Buy Sum of parts
04/04/11 DMG & Partners Keppel Corp 12.4 13.94 Buy PER17x
04/12/11 DMG & Partners Keppel Corp 12.5 13.94 Buy
04/13/11 DMG & Partners Keppel Corp 12.5 13.94 Buy Sum of parts
03/10/11 DnB Nor Keppel Corp 12.1 11.5 Hold Sum of parts
03/23/11 HSBC Keppel Corp 11.72 14.2 Overweight
03/11/11 IIFL Keppel Corp 11.82 16.96 Buy
02/14/11 Kim Eng Keppel Corp 11.16 13.05 Buy
02/16/11 Kim Eng Keppel Corp 11.22 13.05 Buy
02/17/11 Kim Eng Keppel Corp 11.58 13.05 Buy
03/03/11 Kim Eng Keppel Corp 11.5 13.95 Buy Sum of parts
03/07/11 Kim Eng Keppel Corp 11.68 13.95 Buy
04/04/11 Kim Eng Keppel Corp 12.4 13.95 Buy
02/16/11 Lim & Tan Keppel Corp 11.22 0 Buy
02/17/11 Lim & Tan Keppel Corp 11.58 0 Buy
03/08/11 Lim & Tan Keppel Corp 11.7 0 Buy
03/31/11 Lim & Tan Keppel Corp 12.26 0 Buy
02/16/11 OCBC Keppel Corp 11.22 13.24 Buy
02/17/11 OCBC Keppel Corp 11.58 13.24 Buy
03/04/11 OCBC Keppel Corp 11.6 13.26 Buy
03/08/11 OCBC Keppel Corp 11.7 13.26 Buy
03/15/11 OCBC Keppel Corp 11.82 13.24 Buy
04/05/11 OCBC Keppel Corp 12.7 13.92 Buy RNAV
04/14/11 OCBC Keppel Corp 12.6 13.92 Buy
02/17/11 phillip Keppel Corp 11.58 13.4 Buy
04/15/11 phillip Keppel Corp 10.82 12.52 Buy
02/21/11 UOB Kay Hian Keppel Corp 11.72 13 Buy
Kencana Agri - DMG upgraded the target price.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/03/11 DMG & Partners Kencana Agri 0.415 0.6 Buy Sum of parts
03/03/11 DMG & Partners Kencana Agri 0.415 0.6 Buy Sum of parts
Karin - OCBC upgraded this stock.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/15/11 OCBC Karin 0.24 0.28 Under Review
04/04/11 OCBC Karin 0.24 0.315 Buy PER8x
02/15/11 OCBC Karin 0.24 0.28 Under Review
04/04/11 OCBC Karin 0.24 0.315 Buy PER8x
Thursday, April 14, 2011
JES International - Buy call from DBS Vickers.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/02/11 DBS Vickers JES International 0.31 0.5 Buy PB1.5x
03/10/11 DBS Vickers JES International 0.31 0.5 Buy PB1.5x
03/02/11 DBS Vickers JES International 0.31 0.5 Buy PB1.5x
03/10/11 DBS Vickers JES International 0.31 0.5 Buy PB1.5x
Jaya Holdings - DnB loves this stock.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/01/11 DBS Vickers Jaya 0.69 0.66 Hold PB1x
02/14/11 DBS Vickers Jaya 0.66 0.66 Hold Offer at $0.48
03/10/11 DnB Nor Jaya 0.54 1 Buy
02/01/11 DBS Vickers Jaya 0.69 0.66 Hold PB1x
02/14/11 DBS Vickers Jaya 0.66 0.66 Hold Offer at $0.48
03/10/11 DnB Nor Jaya 0.54 1 Buy
Jasper Investments - Something big maybe brewing, stated by Kim Eng.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method/Remark
04/05/11 Kim Eng Jasper Investments 0.065 0.12 Not Rated RNAV Possible M&A
04/05/11 Kim Eng Jasper Investments 0.065 0.12 Not Rated RNAV Possible M&A
Wednesday, April 13, 2011
Indofood Agri - Mixed calls from analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/28/11 CIMB Indofood Agri 2.3 3 Outperform PER16x
04/06/11 CIMB Indofood Agri 2.28 2.73 Outperform PER14.5x
02/17/11 Credit Suisse Indofood Agri 2.53 3 Neutral
02/21/11 Credit Suisse Indofood Agri 2.46 3 Neutral
02/21/11 DBS Vickers Indofood Agri 2.46 0 Under Review
02/22/11 DIR Indofood Agri 2.41 2.5 Neutral
03/02/11 DMG & Partners Indofood Agri 2.28 2.67 Buy PER15x
02/10/11 Kim Eng Indofood Agri 2.59 3.33 Buy PER19x
02/28/11 phillip Indofood Agri 2.3 2.78 Buy
02/28/11 phillip Indofood Agri 2.3 2.78 Buy DCF
04/04/11 UOB Kay Hian Indofood Agri 2.31 2.59 Hold
02/28/11 CIMB Indofood Agri 2.3 3 Outperform PER16x
04/06/11 CIMB Indofood Agri 2.28 2.73 Outperform PER14.5x
02/17/11 Credit Suisse Indofood Agri 2.53 3 Neutral
02/21/11 Credit Suisse Indofood Agri 2.46 3 Neutral
02/21/11 DBS Vickers Indofood Agri 2.46 0 Under Review
02/22/11 DIR Indofood Agri 2.41 2.5 Neutral
03/02/11 DMG & Partners Indofood Agri 2.28 2.67 Buy PER15x
02/10/11 Kim Eng Indofood Agri 2.59 3.33 Buy PER19x
02/28/11 phillip Indofood Agri 2.3 2.78 Buy
02/28/11 phillip Indofood Agri 2.3 2.78 Buy DCF
04/04/11 UOB Kay Hian Indofood Agri 2.31 2.59 Hold
Hyflux - Mostly buy calls except neutral call by JPM.
02/22/11 CIMB Hyflux 2.15 2.71 Outperform Sum of parts
02/24/11 CIMB Hyflux 1.98 2.71 Outperform Sum of parts
03/08/11 Credit Suisse Hyflux 1.83 3 Buy
02/22/11 DBS Vickers Hyflux 2.15 2.17 Hold
03/08/11 DBS Vickers Hyflux 1.83 2.47 Buy Sum of parts
04/12/11 DIR Hyflux 2.14 2.4 Outperform PER17.5x, 2012
02/22/11 JP Morgan Hyflux 2.15 1.9 Neutral
02/24/11 Kim Eng Hyflux 1.98 1.59 Sell Sum of parts
03/08/11 Kim Eng Hyflux 1.83 2.1 Buy Sum of parts
02/24/11 OCBC Hyflux 1.98 2.41 Buy PER22.5x
03/08/11 OCBC Hyflux 1.83 2.41 Buy PER22.5x
03/17/11 OCBC Hyflux 1.95 2.41 Buy PER22.5x
04/08/11 OCBC Hyflux 2.19 2.41 Buy
03/08/11 UBS Hyflux 1.83 2.4 Buy
02/24/11 CIMB Hyflux 1.98 2.71 Outperform Sum of parts
03/08/11 Credit Suisse Hyflux 1.83 3 Buy
02/22/11 DBS Vickers Hyflux 2.15 2.17 Hold
03/08/11 DBS Vickers Hyflux 1.83 2.47 Buy Sum of parts
04/12/11 DIR Hyflux 2.14 2.4 Outperform PER17.5x, 2012
02/22/11 JP Morgan Hyflux 2.15 1.9 Neutral
02/24/11 Kim Eng Hyflux 1.98 1.59 Sell Sum of parts
03/08/11 Kim Eng Hyflux 1.83 2.1 Buy Sum of parts
02/24/11 OCBC Hyflux 1.98 2.41 Buy PER22.5x
03/08/11 OCBC Hyflux 1.83 2.41 Buy PER22.5x
03/17/11 OCBC Hyflux 1.95 2.41 Buy PER22.5x
04/08/11 OCBC Hyflux 2.19 2.41 Buy
03/08/11 UBS Hyflux 1.83 2.4 Buy
Hu An Cable - Phillip upgraded the target price.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/24/11 phillip Hu An Cable 0.38 0.615 Buy PER5.85x + NAV $0.10
02/24/11 phillip Hu An Cable 0.38 0.615 Buy PER5.85x + NAV $0.10
Tuesday, April 12, 2011
HTL - Oh my god! DMG downgraded this furniture maker.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/01/11 DMG & Partners HTL 0.595 0.5 Sell PER8x
03/01/11 DMG & Partners HTL 0.595 0.5 Sell PER8x
Hotel Properties - Target price was upgraded by Kim Eng.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/04/11 Kim Eng Hotel Properties 2.4 3.42 Buy RNAV (20% discount)
03/04/11 Kim Eng Hotel Properties 2.4 3.42 Buy RNAV (20% discount)
Hongkong Land - Hold call by Deutsche.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/10/11 Deutsche Hongkong Land 6.98 7.4 Hold
03/10/11 Deutsche Hongkong Land 6.98 7.4 Hold
Hong Leong Finance (HL Finance) - Buy calls from analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/08/11 DMG & Partners Hong Leong Finance 2.96 3.61 Buy PB1x
02/25/11 Lim & Tan Hong Leong Finance 2.86 0 Buy
03/08/11 DMG & Partners Hong Leong Finance 2.96 3.61 Buy PB1x
02/25/11 Lim & Tan Hong Leong Finance 2.86 0 Buy
Monday, April 11, 2011
Baltic Dry Index (BDI) - 1376
Quote:
The index fell 1.78 per cent or 25 points to 1,376 points on Friday, in a ninth straight fall, and was at its lowest since March 4.
End Quote.
The index fell 1.78 per cent or 25 points to 1,376 points on Friday, in a ninth straight fall, and was at its lowest since March 4.
End Quote.
Hong Leong Asia (HL Asia) - Mixed calls from analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/28/11 CIMB Hong Leong Asia 2.93 3.23 Underperform
03/02/11 CIMB Hong Leong Asia 2.84 3.01 Underperform Sum of parts
03/02/11 DMG & Partners Hong Leong Asia 2.84 3.7 Buy RNAV (20% discount)
03/03/11 DMG & Partners Hong Leong Asia 2.77 3.7 Buy Sum of parts (20% discount)
01/28/11 CIMB Hong Leong Asia 2.93 3.23 Underperform
03/02/11 CIMB Hong Leong Asia 2.84 3.01 Underperform Sum of parts
03/02/11 DMG & Partners Hong Leong Asia 2.84 3.7 Buy RNAV (20% discount)
03/03/11 DMG & Partners Hong Leong Asia 2.77 3.7 Buy Sum of parts (20% discount)
Ho Bee - Mixed calls from analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/25/11 CIMB Ho Bee 1.31 1.85 Outperform RNAV (25% discount)
03/16/11 DBS Vickers Ho Bee 1.36 1.93 Buy
12/23/10 DIR Ho Bee 1.57 1.92 Hold
03/09/11 DMG & Partners Ho Bee 2.96 3.61 Buy
02/25/11 Kim Eng Ho Bee 1.31 2.01 Buy
02/25/11 phillip Ho Bee 1.31 1.42 Hold
02/25/11 CIMB Ho Bee 1.31 1.85 Outperform RNAV (25% discount)
03/16/11 DBS Vickers Ho Bee 1.36 1.93 Buy
12/23/10 DIR Ho Bee 1.57 1.92 Hold
03/09/11 DMG & Partners Ho Bee 2.96 3.61 Buy
02/25/11 Kim Eng Ho Bee 1.31 2.01 Buy
02/25/11 phillip Ho Bee 1.31 1.42 Hold
Hi-P - Analysts love this stock.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/23/11 Credit Suisse Hi-P 1.11 1.4 Outperform
02/22/11 DBS Vickers Hi-P 1.12 1.43 Buy
02/23/11 DBS Vickers Hi-P 1.11 1.43 Buy PER11x
03/03/11 DBS Vickers Hi-P 1.2 1.43 Buy PER11x
03/29/11 DBS Vickers Hi-P 1.15 1.43 Buy PER11x
02/24/11 DMG & Partners Hi-P 1.11 1.28 Buy PER13.2x
02/22/11 Lim & Tan Hi-P 1.12 0 Buy
02/24/11 Lim & Tan Hi-P 1.11 0 Buy
02/25/11 Lim & Tan Hi-P 1.17 0 Buy
03/01/11 Lim & Tan Hi-P 1.2 0 Buy
03/04/11 Lim & Tan Hi-P 1.22 0 Buy
03/15/11 Lim & Tan Hi-P 1.15 0 Buy
03/18/11 Lim & Tan Hi-P 1.04 0 Buy Buy on weakness
03/28/11 Lim & Tan Hi-P 1.14 0 Buy
02/23/11 Credit Suisse Hi-P 1.11 1.4 Outperform
02/22/11 DBS Vickers Hi-P 1.12 1.43 Buy
02/23/11 DBS Vickers Hi-P 1.11 1.43 Buy PER11x
03/03/11 DBS Vickers Hi-P 1.2 1.43 Buy PER11x
03/29/11 DBS Vickers Hi-P 1.15 1.43 Buy PER11x
02/24/11 DMG & Partners Hi-P 1.11 1.28 Buy PER13.2x
02/22/11 Lim & Tan Hi-P 1.12 0 Buy
02/24/11 Lim & Tan Hi-P 1.11 0 Buy
02/25/11 Lim & Tan Hi-P 1.17 0 Buy
03/01/11 Lim & Tan Hi-P 1.2 0 Buy
03/04/11 Lim & Tan Hi-P 1.22 0 Buy
03/15/11 Lim & Tan Hi-P 1.15 0 Buy
03/18/11 Lim & Tan Hi-P 1.04 0 Buy Buy on weakness
03/28/11 Lim & Tan Hi-P 1.14 0 Buy
Sunday, April 10, 2011
Hiap Seng - Buy call from CIMB but fully valued by DBS Vickers.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/08/11 CIMB Hiap Seng 0.57 0.7 Trading Buy PER7.5x
02/14/11 CIMB Hiap Seng 0.56 0.67 Trading Buy PER7.5x
04/01/11 CIMB Hiap Seng 0.5 0.67 Trading Buy
02/08/11 DBS Vickers Hiap Seng 0.565 0.56 Fully Valued Sum of parts
02/14/11 DBS Vickers Hiap Seng 0.555 0.56 Fully Valued
02/08/11 CIMB Hiap Seng 0.57 0.7 Trading Buy PER7.5x
02/14/11 CIMB Hiap Seng 0.56 0.67 Trading Buy PER7.5x
04/01/11 CIMB Hiap Seng 0.5 0.67 Trading Buy
02/08/11 DBS Vickers Hiap Seng 0.565 0.56 Fully Valued Sum of parts
02/14/11 DBS Vickers Hiap Seng 0.555 0.56 Fully Valued
Hersing - Target price was downgraded by Phillip.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/28/11 phillip Hersing 0.27 0.32 Buy
02/28/11 phillip Hersing 0.27 0.32 Buy
Guocoland - Hold call from DBS Vickers.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/16/11 DBS Vickers Guocoland 2.45 2.08 Hold
03/16/11 DBS Vickers Guocoland 2.45 2.08 Hold
Saturday, April 9, 2011
Goodpack - Mixed calls from analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/15/11 CIMB Goodpack 2.21 2.19 Underperform PER19x
03/11/11 CIMB Goodpack 1.96 2.19 Neutral PER19x
03/15/11 DBS Vickers Goodpack 1.86 2.25 Buy DCF & PER14.7x
03/21/11 DBS Vickers Goodpack 1.74 2.25 Buy
02/15/11 DMG & Partners Goodpack 2.21 2.12 Neutral DCF
03/21/11 DMG & Partners Goodpack 1.74 2 Buy
03/22/11 DMG & Partners Goodpack 1.74 2 Buy DCF
02/16/11 IIFL Goodpack 2.25 2.28 Reduce
02/15/11 Kim Eng Goodpack 2.21 2.48 Buy PER25x
03/21/11 Kim Eng Goodpack 1.74 2.42 Buy PER25x
02/15/11 OCBC Goodpack 2.21 2.28 Under Review
02/15/11 CIMB Goodpack 2.21 2.19 Underperform PER19x
03/11/11 CIMB Goodpack 1.96 2.19 Neutral PER19x
03/15/11 DBS Vickers Goodpack 1.86 2.25 Buy DCF & PER14.7x
03/21/11 DBS Vickers Goodpack 1.74 2.25 Buy
02/15/11 DMG & Partners Goodpack 2.21 2.12 Neutral DCF
03/21/11 DMG & Partners Goodpack 1.74 2 Buy
03/22/11 DMG & Partners Goodpack 1.74 2 Buy DCF
02/16/11 IIFL Goodpack 2.25 2.28 Reduce
02/15/11 Kim Eng Goodpack 2.21 2.48 Buy PER25x
03/21/11 Kim Eng Goodpack 1.74 2.42 Buy PER25x
02/15/11 OCBC Goodpack 2.21 2.28 Under Review
Golden Agri - 4 buy call, 1 hold call & 1 sell call.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/28/11 CIMB Golden Agri 0.72 0.88 Trading Buy
03/01/11 CIMB Golden Agri 0.65 0.85 Outperform PER16x
03/04/11 CLSA Golden Agri 0.7 0.87 Buy
03/07/11 CLSA Golden Agri 0.7 0.87 Buy
03/01/11 DMG & Partners Golden Agri 0.65 0.83 Buy
03/31/11 DMG & Partners Golden Agri 0.695 0.83 Buy
02/08/11 OCBC Golden Agri 0.72 0.91 Buy
03/01/11 OCBC Golden Agri 0.65 0.88 Buy PER17x
03/21/11 OCBC Golden Agri 0.64 0.88 Buy PER17x
02/11/11 phillip Golden Agri 0.715 0.74 Hold
03/01/11 phillip Golden Agri 0.65 0.74 Hold DCF
03/01/11 UOB Kay Hian Golden Agri 0.695 0.73 Hold
04/04/11 UOB Kay Hian Golden Agri 0.705 0.62 Sell
01/28/11 CIMB Golden Agri 0.72 0.88 Trading Buy
03/01/11 CIMB Golden Agri 0.65 0.85 Outperform PER16x
03/04/11 CLSA Golden Agri 0.7 0.87 Buy
03/07/11 CLSA Golden Agri 0.7 0.87 Buy
03/01/11 DMG & Partners Golden Agri 0.65 0.83 Buy
03/31/11 DMG & Partners Golden Agri 0.695 0.83 Buy
02/08/11 OCBC Golden Agri 0.72 0.91 Buy
03/01/11 OCBC Golden Agri 0.65 0.88 Buy PER17x
03/21/11 OCBC Golden Agri 0.64 0.88 Buy PER17x
02/11/11 phillip Golden Agri 0.715 0.74 Hold
03/01/11 phillip Golden Agri 0.65 0.74 Hold DCF
03/01/11 UOB Kay Hian Golden Agri 0.695 0.73 Hold
04/04/11 UOB Kay Hian Golden Agri 0.705 0.62 Sell
GMG - BofA loves rubber plantation.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/26/11 BofA GMG 0.285 0.5 Buy PER15.5x
01/26/11 BofA GMG 0.285 0.5 Buy PER15.5x
Friday, April 8, 2011
Global Palm Resources - OCBC doesn't like this stock that it has downgraded its target price.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/26/11 OCBC Global Palm Resources 0.355 0.4 Hold PER18x
03/04/11 OCBC Global Palm Resources 0.345 0.365 Hold PER18x
01/26/11 OCBC Global Palm Resources 0.355 0.4 Hold PER18x
03/04/11 OCBC Global Palm Resources 0.345 0.365 Hold PER18x
Global Logistics - Buy calls from analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/15/11 DBS Vickers Global Logistics 1.96 2.76 Buy Sum of parts
03/16/11 DBS Vickers Global Logistics 1.88 2.76 Buy
02/14/11 JP Morgan Global Logistics 1.93 0 Overweight
02/15/11 DBS Vickers Global Logistics 1.96 2.76 Buy Sum of parts
03/16/11 DBS Vickers Global Logistics 1.88 2.76 Buy
02/14/11 JP Morgan Global Logistics 1.93 0 Overweight
Genting HK - 3 buy calls & 2 sell calls.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
04/07/11 CIMB Genting Hong Kong 0.42 0.48 Outperform Sum of parts
03/25/11 Credit Suisse Genting Hong Kong 0.42 0.37 Sell PER22.2x, EV/Ebitda 10.9x
03/14/11 Kim Eng Genting Hong Kong 0.395 0.54 Buy Sum of parts
03/25/11 Kim Eng Genting Hong Kong 0.42 0.54 Buy Sum of parts
01/24/11 Macquarie Genting Hong Kong 0.47 0.6 Outperform
03/28/11 UOB Kay Hian Genting Hong Kong 0.42 0.37 Sell
04/07/11 CIMB Genting Hong Kong 0.42 0.48 Outperform Sum of parts
03/25/11 Credit Suisse Genting Hong Kong 0.42 0.37 Sell PER22.2x, EV/Ebitda 10.9x
03/14/11 Kim Eng Genting Hong Kong 0.395 0.54 Buy Sum of parts
03/25/11 Kim Eng Genting Hong Kong 0.42 0.54 Buy Sum of parts
01/24/11 Macquarie Genting Hong Kong 0.47 0.6 Outperform
03/28/11 UOB Kay Hian Genting Hong Kong 0.42 0.37 Sell
Thursday, April 7, 2011
Genting - 9 buy calls & 3 hold calls.
01/24/11 CIMB Genting 2.15 2.7 Outperform Sum of parts
01/25/11 CIMB Genting 2.12 2.7 Outperform Sum of parts
01/28/11 CIMB Genting 2.06 2.7 Outperform
02/09/11 CIMB Genting 2.09 2.7 Outperform Sum of parts
02/23/11 CIMB Genting 1.98 2.7 Outperform Sum of parts
02/07/11 Citigroup Genting 2.13 2.6 Buy
01/28/11 Credit Suisse Genting 2.04 0 Outperform
02/11/11 Credit Suisse Genting 2.03 2.65 Outperform
03/30/11 DBS Vickers Genting 2 2.7 Buy Sum of parts
02/23/11 DMG & Partners Genting 1.98 2.51 Buy
01/28/11 HSBC Genting 2.06 1.95 Underweight EV/Ebitda
02/24/11 HSBC Genting 1.98 2.16 Neutral
02/23/11 JP Morgan Genting 1.98 2.15 Neutral
02/22/11 Lim & Tan Genting 2 0 Buy
02/21/11 OCBC Genting 2.01 2.53 Buy
02/23/11 OCBC Genting 1.98 2.53 Buy DCF
03/31/11 OCBC Genting 2.07 2.53 Buy DCF
02/22/11 phillip Genting 1.99 2.36 Buy
02/07/11 UBS Genting 2.13 2.39 Neutral
03/23/11 UBS Genting 1.93 2.3 Buy EV/Ebitda 15x
02/23/11 UOB Kay Hian Genting 1.98 1.94 Hold
01/25/11 CIMB Genting 2.12 2.7 Outperform Sum of parts
01/28/11 CIMB Genting 2.06 2.7 Outperform
02/09/11 CIMB Genting 2.09 2.7 Outperform Sum of parts
02/23/11 CIMB Genting 1.98 2.7 Outperform Sum of parts
02/07/11 Citigroup Genting 2.13 2.6 Buy
01/28/11 Credit Suisse Genting 2.04 0 Outperform
02/11/11 Credit Suisse Genting 2.03 2.65 Outperform
03/30/11 DBS Vickers Genting 2 2.7 Buy Sum of parts
02/23/11 DMG & Partners Genting 1.98 2.51 Buy
01/28/11 HSBC Genting 2.06 1.95 Underweight EV/Ebitda
02/24/11 HSBC Genting 1.98 2.16 Neutral
02/23/11 JP Morgan Genting 1.98 2.15 Neutral
02/22/11 Lim & Tan Genting 2 0 Buy
02/21/11 OCBC Genting 2.01 2.53 Buy
02/23/11 OCBC Genting 1.98 2.53 Buy DCF
03/31/11 OCBC Genting 2.07 2.53 Buy DCF
02/22/11 phillip Genting 1.99 2.36 Buy
02/07/11 UBS Genting 2.13 2.39 Neutral
03/23/11 UBS Genting 1.93 2.3 Buy EV/Ebitda 15x
02/23/11 UOB Kay Hian Genting 1.98 1.94 Hold
Gallant Venture - Buy calls from analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
04/06/11 DBS Vickers Gallant Venture 0.43 0.88 Buy Sum of parts
01/27/11 Kim Eng Gallant Venture 0.42 0.75 Buy Sum of parts
02/15/11 Kim Eng Gallant Venture 0.39 0.75 Buy Sum of parts
04/06/11 DBS Vickers Gallant Venture 0.43 0.88 Buy Sum of parts
01/27/11 Kim Eng Gallant Venture 0.42 0.75 Buy Sum of parts
02/15/11 Kim Eng Gallant Venture 0.39 0.75 Buy Sum of parts
Fuxing China - Buy calls from analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/03/11 NRA Fuxing China 0.165 0.28 Overweight PER11x
03/02/11 DMG & Partners Fuxing China 0.17 0.255 Buy PER9x
02/03/11 NRA Fuxing China 0.165 0.28 Overweight PER11x
03/02/11 DMG & Partners Fuxing China 0.17 0.255 Buy PER9x
Wednesday, April 6, 2011
Frasers Commercial Trust (FCOT) - How is this trust faring after shares consolidation?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/09/11 DBS Vickers Frasers Commercial Trust 0.82 1.05 Buy
01/28/11 OCBC Frasers Commercial Trust 0.17 0.18 Buy RNAV (40% discount), Div Yield 7.26%
02/10/11 OCBC Frasers Commercial Trust 0.86 0.9 Buy
02/11/11 OCBC Frasers Commercial Trust 0.85 0.92 Buy RNAV (40% discount)
03/03/11 OCBC Frasers Commercial Trust 0.805 0.92 Buy
03/15/11 OCBC Frasers Commercial Trust 0.79 0.92 Buy Under Review
03/25/11 OCBC Frasers Commercial Trust 0.785 0.92 Buy
01/31/11 phillip Frasers Commercial Trust 0.17 0.18 Hold
03/09/11 DBS Vickers Frasers Commercial Trust 0.82 1.05 Buy
01/28/11 OCBC Frasers Commercial Trust 0.17 0.18 Buy RNAV (40% discount), Div Yield 7.26%
02/10/11 OCBC Frasers Commercial Trust 0.86 0.9 Buy
02/11/11 OCBC Frasers Commercial Trust 0.85 0.92 Buy RNAV (40% discount)
03/03/11 OCBC Frasers Commercial Trust 0.805 0.92 Buy
03/15/11 OCBC Frasers Commercial Trust 0.79 0.92 Buy Under Review
03/25/11 OCBC Frasers Commercial Trust 0.785 0.92 Buy
01/31/11 phillip Frasers Commercial Trust 0.17 0.18 Hold
Frasers Centrepoint Trust (FCT) - OCBC put a hold on this stock while others put a buy.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/25/11 CIMB Frasers Centrepoint Trust 1.52 1.86 Outperform DDM
03/23/11 CIMB Frasers Centrepoint Trust 1.45 1.86 Outperform DDM
01/25/11 DBS Vickers Frasers Centrepoint Trust 1.52 1.73 Buy
03/09/11 DBS Vickers Frasers Centrepoint Trust 1.51 1.73 Buy
03/23/11 DBS Vickers Frasers Centrepoint Trust 1.45 1.73 Buy
01/25/11 DMG & Partners Frasers Centrepoint Trust 1.52 1.73 Buy DDM
01/25/11 OCBC Frasers Centrepoint Trust 1.52 1.58 Hold
03/25/11 OCBC Frasers Centrepoint Trust 1.46 1.58 Hold
01/25/11 CIMB Frasers Centrepoint Trust 1.52 1.86 Outperform DDM
03/23/11 CIMB Frasers Centrepoint Trust 1.45 1.86 Outperform DDM
01/25/11 DBS Vickers Frasers Centrepoint Trust 1.52 1.73 Buy
03/09/11 DBS Vickers Frasers Centrepoint Trust 1.51 1.73 Buy
03/23/11 DBS Vickers Frasers Centrepoint Trust 1.45 1.73 Buy
01/25/11 DMG & Partners Frasers Centrepoint Trust 1.52 1.73 Buy DDM
01/25/11 OCBC Frasers Centrepoint Trust 1.52 1.58 Hold
03/25/11 OCBC Frasers Centrepoint Trust 1.46 1.58 Hold
Fortune Reit - Not a fortune afterall.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/15/11 Goldman Sachs Fortune Reit 3.95 4.6 Neutral
03/15/11 Goldman Sachs Fortune Reit 3.95 4.6 Neutral
Tuesday, April 5, 2011
Foreland Fabritech - Buy call from NRA.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/02/11 NRA Foreland Fabritech 0.13 0.185 Buy PER7x
03/02/11 NRA Foreland Fabritech 0.13 0.185 Buy PER7x
FJ Benjamin - Mixed calls from analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/10/11 DMG & Partners FJ Benjamin 0.405 0.52 Buy
02/10/11 Kim Eng FJ Benjamin 0.405 0.62 Buy DCF
02/22/11 UOB Kay Hian FJ Benjamin 0.385 0.425 Hold
02/10/11 DMG & Partners FJ Benjamin 0.405 0.52 Buy
02/10/11 Kim Eng FJ Benjamin 0.405 0.62 Buy DCF
02/22/11 UOB Kay Hian FJ Benjamin 0.385 0.425 Hold
First Ship Lease Trust - Target price was downgraded by DBS Vickers.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/21/11 DBS Vickers First Ship Lease Trust 0.47 0.45 Hold
01/21/11 DBS Vickers First Ship Lease Trust 0.47 0.45 Hold
Monday, April 4, 2011
First Resources - Phillip doesn't like this resources stock.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/21/11 DBS Vickers First Resources 1.45 1.55 Hold DCF
03/02/11 DBS Vickers First Resources 1.34 1.65 Buy DCF
01/25/11 DMG & Partners First Resources 1.41 2.05 Buy
03/04/11 DMG & Partners First Resources 1.32 1.77 Buy PER15x
01/21/11 phillip First Resources 1.45 1.53 Hold DCF
03/03/11 phillip First Resources 1.32 1.47 Hold DCF
04/04/11 UOB Kay Hian First Resources 1.36 1.6 Buy
01/21/11 DBS Vickers First Resources 1.45 1.55 Hold DCF
03/02/11 DBS Vickers First Resources 1.34 1.65 Buy DCF
01/25/11 DMG & Partners First Resources 1.41 2.05 Buy
03/04/11 DMG & Partners First Resources 1.32 1.77 Buy PER15x
01/21/11 phillip First Resources 1.45 1.53 Hold DCF
03/03/11 phillip First Resources 1.32 1.47 Hold DCF
04/04/11 UOB Kay Hian First Resources 1.36 1.6 Buy
First Reit - Target price was downgraded by OCBC but retained buy call.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/24/11 OCBC First Reit 0.76 0.84 Buy
01/25/11 OCBC First Reit 0.765 0.82 Buy RNAV
02/18/11 OCBC First Reit 0.74 0.82 Buy Div Yield 8.6%
02/25/11 OCBC First Reit 0.725 0.82 Under Review
02/28/11 OCBC First Reit 0.73 0.8 Buy RNAV, Div Yield 8.5%
03/10/11 OCBC First Reit 0.74 0.8 Buy
01/24/11 OCBC First Reit 0.76 0.84 Buy
01/25/11 OCBC First Reit 0.765 0.82 Buy RNAV
02/18/11 OCBC First Reit 0.74 0.82 Buy Div Yield 8.6%
02/25/11 OCBC First Reit 0.725 0.82 Under Review
02/28/11 OCBC First Reit 0.73 0.8 Buy RNAV, Div Yield 8.5%
03/10/11 OCBC First Reit 0.74 0.8 Buy
Falcon Energy - Downgraded by Kim Eng.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/28/11 Kim Eng Falcon Energy 0.375 0.41 Hold PER10x
02/28/11 Kim Eng Falcon Energy 0.375 0.41 Hold PER10x
Sunday, April 3, 2011
Market Analyses for US market (Dow Jones Industrial Average Index), Japan market (Nikkei 225 Index), Hong Kong market (Hang Seng Index) & Singapore market (Straits Times Index)
F&N - DMG doesn't like this beverage & property stock.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/17/11 CIMB F & N 5.42 6.84 Outperform Sum of parts (10% discount)
02/08/11 DBS Vickers F & N 6.06 7 Buy
02/11/11 DBS Vickers F & N 6.06 7 Buy RNAV (5% discount)
02/16/11 DBS Vickers F & N 6 7 Buy RNAV
03/09/11 DBS Vickers F & N 5.85 7 Buy
03/21/11 DBS Vickers F & N 5.36 7 Buy
02/11/11 DMG & Partners F & N 6.06 6.33 Neutral
02/17/11 DMG & Partners F & N 6 6.33 Neutral RNAV
02/14/11 HSBC F & N 6.02 6.77 Overweight
02/11/11 Kim Eng F & N 6.06 8.94 Buy Sum of parts
03/09/11 Kim Eng F & N 5.85 8.54 Buy Sum of parts
02/08/11 Lim & Tan F & N 6.06 0 Buy
03/17/11 CIMB F & N 5.42 6.84 Outperform Sum of parts (10% discount)
02/08/11 DBS Vickers F & N 6.06 7 Buy
02/11/11 DBS Vickers F & N 6.06 7 Buy RNAV (5% discount)
02/16/11 DBS Vickers F & N 6 7 Buy RNAV
03/09/11 DBS Vickers F & N 5.85 7 Buy
03/21/11 DBS Vickers F & N 5.36 7 Buy
02/11/11 DMG & Partners F & N 6.06 6.33 Neutral
02/17/11 DMG & Partners F & N 6 6.33 Neutral RNAV
02/14/11 HSBC F & N 6.02 6.77 Overweight
02/11/11 Kim Eng F & N 6.06 8.94 Buy Sum of parts
03/09/11 Kim Eng F & N 5.85 8.54 Buy Sum of parts
02/08/11 Lim & Tan F & N 6.06 0 Buy
Ezra - DnB Nor hated this marine stock to the core.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/02/11 CIMB Ezra 1.62 3 Outperform Sum of parts
03/04/11 CIMB Ezra 1.68 3 Outperform Sum of parts
03/02/11 DMG & Partners Ezra 1.62 2.4 Buy PER15x
03/10/11 DnB Nor Ezra 1.78 1.45 Sell
03/02/11 OCBC Ezra 1.62 2.2 Buy
03/02/11 OCBC Ezra 1.62 2.2 Buy
03/04/11 OCBC Ezra 1.68 2.2 Buy
03/15/11 OCBC Ezra 1.71 2.2 Buy
03/31/11 UOB Kay Hian Ezra 1.76 2.1 Buy
03/02/11 CIMB Ezra 1.62 3 Outperform Sum of parts
03/04/11 CIMB Ezra 1.68 3 Outperform Sum of parts
03/02/11 DMG & Partners Ezra 1.62 2.4 Buy PER15x
03/10/11 DnB Nor Ezra 1.78 1.45 Sell
03/02/11 OCBC Ezra 1.62 2.2 Buy
03/02/11 OCBC Ezra 1.62 2.2 Buy
03/04/11 OCBC Ezra 1.68 2.2 Buy
03/15/11 OCBC Ezra 1.71 2.2 Buy
03/31/11 UOB Kay Hian Ezra 1.76 2.1 Buy
Ezion - Buy calls from all analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/25/11 CIMB Ezion 0.625 1.31 Outperform PER12x
03/15/11 CIMB Ezion 0.65 1.03 Outperform PER11x
02/25/11 DBS Vickers Ezion 0.625 0.92 Buy PER12x
03/28/11 DBS Vickers Ezion 0.665 0.92 Buy
02/25/11 DMG & Partners Ezion 0.625 0.92 Buy PER12x
03/10/11 DnB Nor Ezion 0.67 0.9 Buy DCF
02/25/11 Kim Eng Ezion 0.625 0.99 Buy PEG 0.5x, PER12.5x
02/24/11 OCBC Ezion 0.625 0.82 Under Review
02/25/11 OCBC Ezion 0.625 0.84 Buy PER11x
03/04/11 OCBC Ezion 0.65 0.84 Buy
03/15/11 OCBC Ezion 0.65 0.84 Buy
03/31/11 OCBC Ezion 0.665 0.79 Buy
03/31/11 UOB Kay Hian Ezion 0.665 0.9 Buy
02/25/11 CIMB Ezion 0.625 1.31 Outperform PER12x
03/15/11 CIMB Ezion 0.65 1.03 Outperform PER11x
02/25/11 DBS Vickers Ezion 0.625 0.92 Buy PER12x
03/28/11 DBS Vickers Ezion 0.665 0.92 Buy
02/25/11 DMG & Partners Ezion 0.625 0.92 Buy PER12x
03/10/11 DnB Nor Ezion 0.67 0.9 Buy DCF
02/25/11 Kim Eng Ezion 0.625 0.99 Buy PEG 0.5x, PER12.5x
02/24/11 OCBC Ezion 0.625 0.82 Under Review
02/25/11 OCBC Ezion 0.625 0.84 Buy PER11x
03/04/11 OCBC Ezion 0.65 0.84 Buy
03/15/11 OCBC Ezion 0.65 0.84 Buy
03/31/11 OCBC Ezion 0.665 0.79 Buy
03/31/11 UOB Kay Hian Ezion 0.665 0.9 Buy
Saturday, April 2, 2011
Baltic Dry Index (BDI) - 1520
Quote:
The index fell 0.65 per cent or 10 points to 1,520 points.
End Quote.
The index fell 0.65 per cent or 10 points to 1,520 points.
End Quote.
Etika - Hold call by NRA.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/24/11 NRA Etika 0.36 0.355 Hold PER15.4x
02/24/11 NRA Etika 0.36 0.355 Hold PER15.4x
Equation - Hold call by NRA.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/16/11 NRA Equation 0.05 0.04 Hold Ebitda 6x
02/16/11 NRA Equation 0.05 0.04 Hold Ebitda 6x
Epicentre - DMG likes apple products.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/08/11 DMG & Partners Epicentre 0.37 0.51 Buy PER8x
02/15/11 DMG & Partners Epicentre 0.4 0.68 Buy PER8x
03/14/11 DMG & Partners Epicentre 0.46 0.68 Buy PER8x
02/08/11 DMG & Partners Epicentre 0.37 0.51 Buy PER8x
02/15/11 DMG & Partners Epicentre 0.4 0.68 Buy PER8x
03/14/11 DMG & Partners Epicentre 0.46 0.68 Buy PER8x
Friday, April 1, 2011
Baltic Dry Index (BDI) - 1545
Quote:
The Baltic Dry Index has dropped 48 per cent in the past year. The index fell by 1.72 per cent or 27 points from Tuesday to 1,545 points.
End Quote.
The Baltic Dry Index has dropped 48 per cent in the past year. The index fell by 1.72 per cent or 27 points from Tuesday to 1,545 points.
End Quote.
Elec & Eltek - CIMB likes this stock but not Lim & Tan.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/25/11 CIMB Elec & Eltek 3.45 4.03 Outperform
02/25/11 Lim & Tan Elec & Eltek 3.45 0 Hold
03/21/11 Lim & Tan Elec & Eltek 3.27 0 Neutral
02/25/11 CIMB Elec & Eltek 3.45 4.03 Outperform
02/25/11 Lim & Tan Elec & Eltek 3.45 0 Hold
03/21/11 Lim & Tan Elec & Eltek 3.27 0 Neutral
ECS - Buy calls from analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/14/11 NRA ECS 0.845 1.42 Buy PER10x
02/28/11 NRA ECS 0.865 1.37 Buy PER10x
03/21/11 UOB Kay Hian ECS 0.83 1.18 Buy
02/14/11 NRA ECS 0.845 1.42 Buy PER10x
02/28/11 NRA ECS 0.865 1.37 Buy PER10x
03/21/11 UOB Kay Hian ECS 0.83 1.18 Buy
DMX - Neutral call by NRA.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/21/11 NRA DMX 0.35 0.37 Neutral 17x
03/21/11 NRA DMX 0.35 0.37 Neutral 17x
Thursday, March 31, 2011
Baltic Dry Index (BDI) - 1572
Quote:
The index fell by 0.82 per cent or 13 points to 1,572 points, after being flat on Monday.
End Quote.
The index fell by 0.82 per cent or 13 points to 1,572 points, after being flat on Monday.
End Quote.
DBS Bank - 7 buy calls, 1 sell call, 2 hold calls.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/28/11 CIMB DBS 15.08 17 Outperform
02/08/11 CIMB DBS 15.18 17 Outperform PB1.45x
02/11/11 CIMB DBS 14.82 17 Outperform PB1.45x & GGM
02/14/11 CIMB DBS 14.8 17 Outperform PB1.45x, GGM
03/03/11 CIMB DBS 14.16 17 Outperform PB1.45x & GGM
03/08/11 CIMB DBS 14.34 17 Outperform PB1.45x & GGM
03/25/11 CIMB DBS 14.24 17 Outperform PB1.45x & GGM
03/07/11 Citigroup DBS 14.54 16.5 Buy
03/18/11 CLSA DBS 14.04 13.6 Underperform
02/07/11 DMG & Partners DBS 15.14 14.3 Neutral PB1.22x
02/14/11 DMG & Partners DBS 14.8 15 Neutral PB1.3x
03/02/11 DMG & Partners DBS 14.42 15 Neutral PB1.3x
02/11/11 JP Morgan DBS 14.82 24 Buy
02/11/11 Kim Eng DBS 14.82 0 Under Review
02/14/11 Kim Eng DBS 14.8 13.74 Hold GGM
03/08/11 Kim Eng DBS 14.34 13.75 Hold
02/11/11 Lim & Tan DBS 14.82 0 Buy
03/21/11 Morgan Stanley DBS 14 17 Overweight
02/11/11 OCBC DBS 14.82 16 Buy
02/14/11 phillip DBS 14.8 16.98 Buy PB1.4x
03/09/11 phillip DBS 14.54 16.98 Buy PB1.4x
01/28/11 CIMB DBS 15.08 17 Outperform
02/08/11 CIMB DBS 15.18 17 Outperform PB1.45x
02/11/11 CIMB DBS 14.82 17 Outperform PB1.45x & GGM
02/14/11 CIMB DBS 14.8 17 Outperform PB1.45x, GGM
03/03/11 CIMB DBS 14.16 17 Outperform PB1.45x & GGM
03/08/11 CIMB DBS 14.34 17 Outperform PB1.45x & GGM
03/25/11 CIMB DBS 14.24 17 Outperform PB1.45x & GGM
03/07/11 Citigroup DBS 14.54 16.5 Buy
03/18/11 CLSA DBS 14.04 13.6 Underperform
02/07/11 DMG & Partners DBS 15.14 14.3 Neutral PB1.22x
02/14/11 DMG & Partners DBS 14.8 15 Neutral PB1.3x
03/02/11 DMG & Partners DBS 14.42 15 Neutral PB1.3x
02/11/11 JP Morgan DBS 14.82 24 Buy
02/11/11 Kim Eng DBS 14.82 0 Under Review
02/14/11 Kim Eng DBS 14.8 13.74 Hold GGM
03/08/11 Kim Eng DBS 14.34 13.75 Hold
02/11/11 Lim & Tan DBS 14.82 0 Buy
03/21/11 Morgan Stanley DBS 14 17 Overweight
02/11/11 OCBC DBS 14.82 16 Buy
02/14/11 phillip DBS 14.8 16.98 Buy PB1.4x
03/09/11 phillip DBS 14.54 16.98 Buy PB1.4x
Datapulse - Being an OEM manufacturer is not good enough!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/09/11 Lim & Tan Datapulse 0.205 0 Neutral
03/23/11 Lim & Tan Datapulse 0.21 0 Neutral
03/09/11 Lim & Tan Datapulse 0.205 0 Neutral
03/23/11 Lim & Tan Datapulse 0.21 0 Neutral
Dairy Farm - Citigroup upgraded its call on this stock.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/08/11 Citigroup Dairy Farm 8.21 7.5 Sell
03/11/11 Citigroup Dairy Farm 8.07 7.5 Hold
03/08/11 Citigroup Dairy Farm 8.21 7.5 Sell
03/11/11 Citigroup Dairy Farm 8.07 7.5 Hold
Wednesday, March 30, 2011
CWT - Analysts love this logistics company.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/17/11 CIMB CWT 1.24 1.72 Outperform PER19x
02/25/11 CIMB CWT 1.2 1.72 Outperform PER19x
01/21/11 DMG & Partners CWT 1.16 1.45 Buy PER20.8x
02/25/11 DMG & Partners CWT 1.2 1.45 Buy PER20.8x
01/27/11 Kim Eng CWT 1.18 1.7 Buy Sum of parts
02/25/11 Kim Eng CWT 1.2 1.7 Buy
02/17/11 CIMB CWT 1.24 1.72 Outperform PER19x
02/25/11 CIMB CWT 1.2 1.72 Outperform PER19x
01/21/11 DMG & Partners CWT 1.16 1.45 Buy PER20.8x
02/25/11 DMG & Partners CWT 1.2 1.45 Buy PER20.8x
01/27/11 Kim Eng CWT 1.18 1.7 Buy Sum of parts
02/25/11 Kim Eng CWT 1.2 1.7 Buy
CSE Global - Mixed calls from analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/22/11 CIMB CSE Global 1.3 1.59 Outperform PER10x
02/22/11 DBS Vickers CSE Global 1.3 1.44 Hold PER12x
02/22/11 CIMB CSE Global 1.3 1.59 Outperform PER10x
02/22/11 DBS Vickers CSE Global 1.3 1.44 Hold PER12x
CSC - Buy call from DMG.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/31/11 DMG & Partners CSC 0.16 0.235 Buy
02/02/11 DMG & Partners CSC 0.155 0.225 Buy PER12x
02/17/11 DMG & Partners CSC 0.15 0.225 Buy
03/10/11 DMG & Partners CSC 0.14 0.225 Buy
01/31/11 DMG & Partners CSC 0.16 0.235 Buy
02/02/11 DMG & Partners CSC 0.155 0.225 Buy PER12x
02/17/11 DMG & Partners CSC 0.15 0.225 Buy
03/10/11 DMG & Partners CSC 0.14 0.225 Buy
Tuesday, March 29, 2011
Creative Technology - Sell call by Lim & Tan due to declining revenue & profit.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/27/11 Lim & Tan Creative Tech 4.03 0 Sell Declining revenue, profit & NAV
01/27/11 Lim & Tan Creative Tech 4.03 0 Sell Declining revenue, profit & NAV
Cosco - CIMB was panicky about this ship builder.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/16/11 CIMB Cosco 2.09 2.63 Outperform PER18x
02/23/11 CIMB Cosco 2.02 2.85 Outperform PER18x
03/01/11 CIMB Cosco 1.96 2.85 Outperform PER18x
03/02/11 CIMB Cosco 2.04 2.85 Outperform PER18x
03/10/11 CIMB Cosco 2 2.85 Outperform PER18x
03/16/11 CIMB Cosco 1.84 1.74 Trading Sell PER11x
03/28/11 CIMB Cosco 2.01 2.38 Neutral PER15x
01/19/11 DBS Vickers Cosco 2.33 3.03 Buy Sum of parts (PB5x & PER)
02/22/11 DBS Vickers Cosco 2.11 3.03 Buy
02/23/11 DBS Vickers Cosco 2.02 3.16 Buy Sum of parts
03/10/11 DBS Vickers Cosco 2 3.16 Buy Sum of parts
03/16/11 DBS Vickers Cosco 1.84 3.16 Buy Sum of parts
03/21/11 DBS Vickers Cosco 1.81 3.16 Buy
03/28/11 DBS Vickers Cosco 2.01 3.16 Buy Sum of parts
02/16/11 Kim Eng Cosco 2.09 2.43 Buy
02/23/11 Kim Eng Cosco 2.02 2.43 Buy PB4.8x
03/28/11 Kim Eng Cosco 2.01 2.43 Buy
01/13/11 Lim & Tan Cosco 2.01 0 Buy
03/28/11 Lim & Tan Cosco 2.01 0 Buy
01/21/11 phillip Cosco 2.33 2.68 Buy PB3.8x & PER20x
02/23/11 phillip Cosco 2.02 2.68 Buy PER20x
03/01/11 UOB Kay Hian Cosco 1.96 2.3 Buy
03/28/11 UOB Kay Hian Cosco 2.01 2.5 Buy
02/16/11 CIMB Cosco 2.09 2.63 Outperform PER18x
02/23/11 CIMB Cosco 2.02 2.85 Outperform PER18x
03/01/11 CIMB Cosco 1.96 2.85 Outperform PER18x
03/02/11 CIMB Cosco 2.04 2.85 Outperform PER18x
03/10/11 CIMB Cosco 2 2.85 Outperform PER18x
03/16/11 CIMB Cosco 1.84 1.74 Trading Sell PER11x
03/28/11 CIMB Cosco 2.01 2.38 Neutral PER15x
01/19/11 DBS Vickers Cosco 2.33 3.03 Buy Sum of parts (PB5x & PER)
02/22/11 DBS Vickers Cosco 2.11 3.03 Buy
02/23/11 DBS Vickers Cosco 2.02 3.16 Buy Sum of parts
03/10/11 DBS Vickers Cosco 2 3.16 Buy Sum of parts
03/16/11 DBS Vickers Cosco 1.84 3.16 Buy Sum of parts
03/21/11 DBS Vickers Cosco 1.81 3.16 Buy
03/28/11 DBS Vickers Cosco 2.01 3.16 Buy Sum of parts
02/16/11 Kim Eng Cosco 2.09 2.43 Buy
02/23/11 Kim Eng Cosco 2.02 2.43 Buy PB4.8x
03/28/11 Kim Eng Cosco 2.01 2.43 Buy
01/13/11 Lim & Tan Cosco 2.01 0 Buy
03/28/11 Lim & Tan Cosco 2.01 0 Buy
01/21/11 phillip Cosco 2.33 2.68 Buy PB3.8x & PER20x
02/23/11 phillip Cosco 2.02 2.68 Buy PER20x
03/01/11 UOB Kay Hian Cosco 1.96 2.3 Buy
03/28/11 UOB Kay Hian Cosco 2.01 2.5 Buy
ConscienceFood - Downgraded heavily by DBS Vickers.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
12/09/10 DBS Vickers ConscienceFood 0.225 0.38 Buy PER7x
01/19/11 DBS Vickers ConscienceFood 0.315 0.39 Buy PER7x
02/22/11 DBS Vickers ConscienceFood 0.27 0.39 Buy
02/28/11 DBS Vickers ConscienceFood 0.255 0.26 Hold PER7x
01/28/11 DMG & Partners ConscienceFood 0.285 0.39 Buy PER7x
01/31/11 DMG & Partners ConscienceFood 0.285 0.39 Buy PER7x
03/02/11 DMG & Partners ConscienceFood 0.245 0.39 Buy PER7x
12/09/10 DBS Vickers ConscienceFood 0.225 0.38 Buy PER7x
01/19/11 DBS Vickers ConscienceFood 0.315 0.39 Buy PER7x
02/22/11 DBS Vickers ConscienceFood 0.27 0.39 Buy
02/28/11 DBS Vickers ConscienceFood 0.255 0.26 Hold PER7x
01/28/11 DMG & Partners ConscienceFood 0.285 0.39 Buy PER7x
01/31/11 DMG & Partners ConscienceFood 0.285 0.39 Buy PER7x
03/02/11 DMG & Partners ConscienceFood 0.245 0.39 Buy PER7x
Monday, March 28, 2011
Baltic Dry Index (BDI) - 1585
Quote:
The index rose by 0.13 per cent or two points to 1,585 points on Friday.
End Quote.
The index rose by 0.13 per cent or two points to 1,585 points on Friday.
End Quote.
Comfortdelgro - Buy calls from all analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
04/21/10 AmFraser Comfortdelgro 1.59 1.9 Buy
05/18/10 AmFraser Comfortdelgro 1.5 1.89 Buy
08/16/10 AmFraser Comfortdelgro 1.57 1.89 Buy
01/10/11 BNP Paribas Comfortdelgro 1.59 1.98 Buy
04/21/10 CIMB Comfortdelgro 1.59 1.73 Underperform DCF
05/17/10 CIMB Comfortdelgro 1.49 1.73 Underperform DCF (10% discount)
05/18/10 CIMB Comfortdelgro 1.49 1.73 Underperform
08/16/10 CIMB Comfortdelgro 1.55 1.83 Outperform DCF
10/01/10 CIMB Comfortdelgro 1.52 1.9 Outperform DCF
11/15/10 CIMB Comfortdelgro 1.46 1.9 Outperform DCF
01/14/11 CIMB Comfortdelgro 1.63 1.9 Outperform DCF
02/15/11 CIMB Comfortdelgro 1.56 1.87 Outperform DCF
02/11/11 Credit Suisse Comfortdelgro 1.56 1.9 Outperform
05/17/10 DBS Vickers Comfortdelgro 1.49 1.64 Hold DCF, PER15x
08/17/10 DBS Vickers Comfortdelgro 1.55 1.65 Hold
11/15/10 DBS Vickers Comfortdelgro 1.46 1.79 Buy DCF & PER15x
02/22/11 DBS Vickers Comfortdelgro 1.55 1.95 Buy
03/11/11 DBS Vickers Comfortdelgro 1.55 1.86 Buy DCF & PER
04/01/10 DMG & Partners Comfortdelgro 1.57 1.78 Buy
05/03/10 DMG & Partners Comfortdelgro 1.57 1.78 Buy PER13x
05/14/10 DMG & Partners Comfortdelgro 1.49 1.78 Buy DCF
05/17/10 DMG & Partners Comfortdelgro 1.49 1.78 Buy DCF
06/01/10 DMG & Partners Comfortdelgro 1.45 1.78 Buy
06/21/10 DMG & Partners Comfortdelgro 1.45 1.78 Buy
08/02/10 DMG & Partners Comfortdelgro 1.6 1.78 Buy
08/16/10 DMG & Partners Comfortdelgro 1.55 1.78 Buy DCF
08/17/10 DMG & Partners Comfortdelgro 1.55 1.78 Buy
09/03/10 DMG & Partners Comfortdelgro 1.53 1.78 Buy
10/21/10 DMG & Partners Comfortdelgro 1.49 1.74 Buy
10/22/10 DMG & Partners Comfortdelgro 1.5 1.74 Buy
11/15/10 DMG & Partners Comfortdelgro 1.46 1.85 Buy DCF
01/05/11 DMG & Partners Comfortdelgro 1.54 1.85 Buy
01/12/11 DMG & Partners Comfortdelgro 1.62 1.85 Buy
01/13/11 DMG & Partners Comfortdelgro 1.63 1.85 Buy
01/18/11 DMG & Partners Comfortdelgro 1.63 1.85 Buy PER14x
01/19/11 DMG & Partners Comfortdelgro 1.63 1.85 Buy
01/25/11 DMG & Partners Comfortdelgro 1.62 1.87 Buy DCF
02/15/11 DMG & Partners Comfortdelgro 1.56 1.8 Buy DCF
02/25/11 DMG & Partners Comfortdelgro 1.52 1.8 Buy
03/09/11 DMG & Partners Comfortdelgro 1.54 1.8 Buy
01/25/11 JP Morgan Comfortdelgro 1.62 2 Overweight
04/21/10 Kim Eng Comfortdelgro 1.59 1.72 Hold
05/17/10 Kim Eng Comfortdelgro 1.49 1.87 Buy PER17x
07/19/10 Kim Eng Comfortdelgro 1.51 1.87 Buy PER17x
08/16/10 Kim Eng Comfortdelgro 1.55 1.87 Buy PER17x
11/15/10 Kim Eng Comfortdelgro 1.46 1.87 Buy PER17x
12/17/10 Kim Eng Comfortdelgro 1.55 2.08 Buy PER17x
01/25/11 Kim Eng Comfortdelgro 1.62 2.08 Buy
02/15/11 Kim Eng Comfortdelgro 1.56 1.95 Buy PER17x
12/10/10 Macquarie Comfortdelgro 1.54 2 Outperform
05/17/10 phillip Comfortdelgro 1.49 1.73 Buy DCF
06/04/10 phillip Comfortdelgro 1.41 1.73 Buy
08/12/10 phillip Comfortdelgro 1.58 1.73 Hold
08/16/10 phillip Comfortdelgro 1.55 1.75 Buy
11/15/10 phillip Comfortdelgro 1.46 1.75 Buy
02/15/11 phillip Comfortdelgro 1.56 1.81 Buy PER17.3x
03/24/11 phillip Comfortdelgro 1.51 2.01 Buy DCF & PER17x
04/21/10 AmFraser Comfortdelgro 1.59 1.9 Buy
05/18/10 AmFraser Comfortdelgro 1.5 1.89 Buy
08/16/10 AmFraser Comfortdelgro 1.57 1.89 Buy
01/10/11 BNP Paribas Comfortdelgro 1.59 1.98 Buy
04/21/10 CIMB Comfortdelgro 1.59 1.73 Underperform DCF
05/17/10 CIMB Comfortdelgro 1.49 1.73 Underperform DCF (10% discount)
05/18/10 CIMB Comfortdelgro 1.49 1.73 Underperform
08/16/10 CIMB Comfortdelgro 1.55 1.83 Outperform DCF
10/01/10 CIMB Comfortdelgro 1.52 1.9 Outperform DCF
11/15/10 CIMB Comfortdelgro 1.46 1.9 Outperform DCF
01/14/11 CIMB Comfortdelgro 1.63 1.9 Outperform DCF
02/15/11 CIMB Comfortdelgro 1.56 1.87 Outperform DCF
02/11/11 Credit Suisse Comfortdelgro 1.56 1.9 Outperform
05/17/10 DBS Vickers Comfortdelgro 1.49 1.64 Hold DCF, PER15x
08/17/10 DBS Vickers Comfortdelgro 1.55 1.65 Hold
11/15/10 DBS Vickers Comfortdelgro 1.46 1.79 Buy DCF & PER15x
02/22/11 DBS Vickers Comfortdelgro 1.55 1.95 Buy
03/11/11 DBS Vickers Comfortdelgro 1.55 1.86 Buy DCF & PER
04/01/10 DMG & Partners Comfortdelgro 1.57 1.78 Buy
05/03/10 DMG & Partners Comfortdelgro 1.57 1.78 Buy PER13x
05/14/10 DMG & Partners Comfortdelgro 1.49 1.78 Buy DCF
05/17/10 DMG & Partners Comfortdelgro 1.49 1.78 Buy DCF
06/01/10 DMG & Partners Comfortdelgro 1.45 1.78 Buy
06/21/10 DMG & Partners Comfortdelgro 1.45 1.78 Buy
08/02/10 DMG & Partners Comfortdelgro 1.6 1.78 Buy
08/16/10 DMG & Partners Comfortdelgro 1.55 1.78 Buy DCF
08/17/10 DMG & Partners Comfortdelgro 1.55 1.78 Buy
09/03/10 DMG & Partners Comfortdelgro 1.53 1.78 Buy
10/21/10 DMG & Partners Comfortdelgro 1.49 1.74 Buy
10/22/10 DMG & Partners Comfortdelgro 1.5 1.74 Buy
11/15/10 DMG & Partners Comfortdelgro 1.46 1.85 Buy DCF
01/05/11 DMG & Partners Comfortdelgro 1.54 1.85 Buy
01/12/11 DMG & Partners Comfortdelgro 1.62 1.85 Buy
01/13/11 DMG & Partners Comfortdelgro 1.63 1.85 Buy
01/18/11 DMG & Partners Comfortdelgro 1.63 1.85 Buy PER14x
01/19/11 DMG & Partners Comfortdelgro 1.63 1.85 Buy
01/25/11 DMG & Partners Comfortdelgro 1.62 1.87 Buy DCF
02/15/11 DMG & Partners Comfortdelgro 1.56 1.8 Buy DCF
02/25/11 DMG & Partners Comfortdelgro 1.52 1.8 Buy
03/09/11 DMG & Partners Comfortdelgro 1.54 1.8 Buy
01/25/11 JP Morgan Comfortdelgro 1.62 2 Overweight
04/21/10 Kim Eng Comfortdelgro 1.59 1.72 Hold
05/17/10 Kim Eng Comfortdelgro 1.49 1.87 Buy PER17x
07/19/10 Kim Eng Comfortdelgro 1.51 1.87 Buy PER17x
08/16/10 Kim Eng Comfortdelgro 1.55 1.87 Buy PER17x
11/15/10 Kim Eng Comfortdelgro 1.46 1.87 Buy PER17x
12/17/10 Kim Eng Comfortdelgro 1.55 2.08 Buy PER17x
01/25/11 Kim Eng Comfortdelgro 1.62 2.08 Buy
02/15/11 Kim Eng Comfortdelgro 1.56 1.95 Buy PER17x
12/10/10 Macquarie Comfortdelgro 1.54 2 Outperform
05/17/10 phillip Comfortdelgro 1.49 1.73 Buy DCF
06/04/10 phillip Comfortdelgro 1.41 1.73 Buy
08/12/10 phillip Comfortdelgro 1.58 1.73 Hold
08/16/10 phillip Comfortdelgro 1.55 1.75 Buy
11/15/10 phillip Comfortdelgro 1.46 1.75 Buy
02/15/11 phillip Comfortdelgro 1.56 1.81 Buy PER17.3x
03/24/11 phillip Comfortdelgro 1.51 2.01 Buy DCF & PER17x
Combine Will - Buy call from Phillip.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/22/11 phillip Combine Will 0.315 0.5 Buy PER8.76x
02/22/11 phillip Combine Will 0.315 0.5 Buy PER8.76x
CitySpring - Hold call by DBS Vickers.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/15/11 DBS Vickers CitySpring 0.57 0.58 Hold DDM
02/15/11 DBS Vickers CitySpring 0.57 0.58 Hold DDM
Sunday, March 27, 2011
City Developments - Downgraded by OCBC.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/25/11 CIMB City Developments 10.92 11.58 Underperform RNAV (10% discount)
02/25/11 Credit Suisse City Developments 10.92 15.6 Outperform
02/25/11 Credit Suisse City Developments 10.92 15.6 Outperform RNAV
03/16/11 DBS Vickers City Developments 10.92 11.89 Hold
01/12/11 DMG & Partners City Developments 12.66 11.07 Neutral RNAV
02/24/11 DMG & Partners City Developments 10.7 11.07 Neutral
03/01/11 DMG & Partners City Developments 11.3 11.07 Neutral RNAV
02/25/11 HSBC City Developments 10.92 11.64 Neutral
02/09/11 Kim Eng City Developments 11.2 14.2 Buy RNAV (10% premium)
02/25/11 Kim Eng City Developments 10.92 14.6 Buy
02/25/11 Kim Eng City Developments 10.92 14.6 Buy RNAV (10% premium)
03/10/11 Kim Eng City Developments 11.24 14.6 Buy RNAV (10% premium)
02/24/11 Lim & Tan City Developments 10.7 0 Buy
02/09/11 OCBC City Developments 11.2 12.35 Under Review
02/24/11 OCBC City Developments 10.7 12.35 Hold RNAV
02/24/11 OCBC City Developments 10.7 12.35 Under Review RNAV
02/25/11 OCBC City Developments 10.92 11.89 Hold RNAV
03/23/11 OCBC City Developments 10.84 10.72 Hold RNAV (10% discount)
02/25/11 CIMB City Developments 10.92 11.58 Underperform RNAV (10% discount)
02/25/11 Credit Suisse City Developments 10.92 15.6 Outperform
02/25/11 Credit Suisse City Developments 10.92 15.6 Outperform RNAV
03/16/11 DBS Vickers City Developments 10.92 11.89 Hold
01/12/11 DMG & Partners City Developments 12.66 11.07 Neutral RNAV
02/24/11 DMG & Partners City Developments 10.7 11.07 Neutral
03/01/11 DMG & Partners City Developments 11.3 11.07 Neutral RNAV
02/25/11 HSBC City Developments 10.92 11.64 Neutral
02/09/11 Kim Eng City Developments 11.2 14.2 Buy RNAV (10% premium)
02/25/11 Kim Eng City Developments 10.92 14.6 Buy
02/25/11 Kim Eng City Developments 10.92 14.6 Buy RNAV (10% premium)
03/10/11 Kim Eng City Developments 11.24 14.6 Buy RNAV (10% premium)
02/24/11 Lim & Tan City Developments 10.7 0 Buy
02/09/11 OCBC City Developments 11.2 12.35 Under Review
02/24/11 OCBC City Developments 10.7 12.35 Hold RNAV
02/24/11 OCBC City Developments 10.7 12.35 Under Review RNAV
02/25/11 OCBC City Developments 10.92 11.89 Hold RNAV
03/23/11 OCBC City Developments 10.84 10.72 Hold RNAV (10% discount)
China XLX Fertiliser - Only CLSA liked this S-Chip.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/07/11 CIMB China XLX Fertiliser 0.61 0.45 Underperform PER7x
01/28/11 CIMB China XLX Fertiliser 0.52 0.45 Underperform PER7x
02/28/11 CIMB China XLX Fertiliser 0.425 0.39 Underperform PER7x
02/17/11 CLSA China XLX Fertiliser 0.5 0.63 Buy
02/21/11 CLSA China XLX Fertiliser 0.48 0.63 Buy
02/17/11 DBS Vickers China XLX Fertiliser 0.5 0.42 Fully Valued PER13x
02/28/11 DBS Vickers China XLX Fertiliser 0.425 0.42 Fully Valued PER13x
01/07/11 CIMB China XLX Fertiliser 0.61 0.45 Underperform PER7x
01/28/11 CIMB China XLX Fertiliser 0.52 0.45 Underperform PER7x
02/28/11 CIMB China XLX Fertiliser 0.425 0.39 Underperform PER7x
02/17/11 CLSA China XLX Fertiliser 0.5 0.63 Buy
02/21/11 CLSA China XLX Fertiliser 0.48 0.63 Buy
02/17/11 DBS Vickers China XLX Fertiliser 0.5 0.42 Fully Valued PER13x
02/28/11 DBS Vickers China XLX Fertiliser 0.425 0.42 Fully Valued PER13x
China Sunsine - Phillip reiterated its buy call for this S-Chip.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/21/11 phillip China Sunsine 0.315 0.36 Buy
03/03/11 phillip China Sunsine 0.27 0.36 Buy PER7.5x
01/21/11 phillip China Sunsine 0.315 0.36 Buy
03/03/11 phillip China Sunsine 0.27 0.36 Buy PER7.5x
Saturday, March 26, 2011
China Minzhong - Lim & Tan downgraded this S-Chip.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/15/11 CIMB China Minzhong 1.51 1.85 Outperform PER7x
03/25/11 DBS Vickers China Minzhong 1.56 1.8 Buy
02/07/11 DMG & Partners China Minzhong 1.54 1.78 Buy
02/09/11 DMG & Partners China Minzhong 1.55 1.78 Buy
02/15/11 DMG & Partners China Minzhong 1.51 1.78 Buy PER9x
02/16/11 DMG & Partners China Minzhong 1.51 2.08 Buy PER9x
02/28/11 DMG & Partners China Minzhong 1.74 2.08 Buy
03/25/11 DMG & Partners China Minzhong 1.56 2.08 Buy
01/04/11 Kim Eng China Minzhong 1.39 1.8 Buy PER9x
02/16/11 Kim Eng China Minzhong 1.57 1.9 Buy PER9x
01/05/11 Lim & Tan China Minzhong 1.42 0 Buy
01/25/11 Lim & Tan China Minzhong 1.48 0 Buy
02/18/11 Lim & Tan China Minzhong 1.67 0 Buy
03/02/11 Lim & Tan China Minzhong 1.8 0 Hold
02/15/11 CIMB China Minzhong 1.51 1.85 Outperform PER7x
03/25/11 DBS Vickers China Minzhong 1.56 1.8 Buy
02/07/11 DMG & Partners China Minzhong 1.54 1.78 Buy
02/09/11 DMG & Partners China Minzhong 1.55 1.78 Buy
02/15/11 DMG & Partners China Minzhong 1.51 1.78 Buy PER9x
02/16/11 DMG & Partners China Minzhong 1.51 2.08 Buy PER9x
02/28/11 DMG & Partners China Minzhong 1.74 2.08 Buy
03/25/11 DMG & Partners China Minzhong 1.56 2.08 Buy
01/04/11 Kim Eng China Minzhong 1.39 1.8 Buy PER9x
02/16/11 Kim Eng China Minzhong 1.57 1.9 Buy PER9x
01/05/11 Lim & Tan China Minzhong 1.42 0 Buy
01/25/11 Lim & Tan China Minzhong 1.48 0 Buy
02/18/11 Lim & Tan China Minzhong 1.67 0 Buy
03/02/11 Lim & Tan China Minzhong 1.8 0 Hold
China Hongxing - Lim & Tan was right again for asking investors to sell this S-Chip.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/28/11 Lim & Tan China Hongxing 0.115 0 Sell A/C irregularities
02/28/11 Lim & Tan China Hongxing 0.115 0 Sell A/C irregularities
China Gaoxian - Lim & Tim was right in asking investors to get out of this S-Chip.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/14/11 Lim & Tan China Gaoxian 0.445 0 Take Profit
01/14/11 Lim & Tan China Gaoxian 0.445 0 Take Profit
Friday, March 25, 2011
China Flexible - Buy call from CIMB.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
09/17/10 CIMB China Flexible 0.205 0.34 Buy
09/17/10 CIMB China Flexible 0.205 0.34 Buy
China Fishery - Only CIMB likes fishing.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/07/11 CIMB China Fishery 2.18 2.55 Outperform PER12.5x
02/07/11 DBS Vickers China Fishery 2.18 2.38 Hold PER13x
02/07/11 DMG & Partners China Fishery 2.14 2.18 Neutral PER10x
02/28/11 DMG & Partners China Fishery 1.91 2.18 Neutral
02/07/11 CIMB China Fishery 2.18 2.55 Outperform PER12.5x
02/07/11 DBS Vickers China Fishery 2.18 2.38 Hold PER13x
02/07/11 DMG & Partners China Fishery 2.14 2.18 Neutral PER10x
02/28/11 DMG & Partners China Fishery 1.91 2.18 Neutral
China Farm - Good to invest in agricultural market.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/08/11 DMG & Partners China Farm 0.255 0.43 Buy PER11x
03/03/11 DMG & Partners China Farm 0.265 0.43 Buy PER11x
02/08/11 DMG & Partners China Farm 0.255 0.43 Buy PER11x
03/03/11 DMG & Partners China Farm 0.265 0.43 Buy PER11x
Thursday, March 24, 2011
China Environment - Buy call from DMG.
Date/Research House/Stock/Last Done/Targert Price/Call/Valuation Method
02/17/11 DMG & Partners China Environment 0.215 0.29 Under Review
02/18/11 DMG & Partners China Environment 0.21 0.31 Buy PATMI 9x
02/17/11 DMG & Partners China Environment 0.215 0.29 Under Review
02/18/11 DMG & Partners China Environment 0.21 0.31 Buy PATMI 9x
China Animal - Buy calls from analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/14/11 Amfraser China Animal 0.355 0.47 Buy PER14x
02/09/11 DBS Vickers China Animal 0.36 0.45 Buy PER13x
02/09/11 DBS Vickers China Animal 0.36 0.45 Buy
02/24/11 DBS Vickers China Animal 0.32 0.45 Buy PER13x
01/05/11 DMG & Partners China Animal 0.4 0.48 Buy
02/07/11 DMG & Partners China Animal 0.35 0.48 Buy
02/09/11 DMG & Partners China Animal 0.36 0.48 Buy
02/24/11 DMG & Partners China Animal 0.315 0.48 Buy
02/25/11 DMG & Partners China Animal 0.31 0.48 Buy EV/Ebitda 7x, PER15x
02/28/11 DMG & Partners China Animal 0.31 0.48 Buy
03/21/11 DMG & Partners China Animal 0.29 0.48 Buy
01/27/11 Kim Eng China Animal 0.335 0.48 Buy PER15x
02/24/11 Kim Eng China Animal 0.315 0.48 Buy
02/14/11 Amfraser China Animal 0.355 0.47 Buy PER14x
02/09/11 DBS Vickers China Animal 0.36 0.45 Buy PER13x
02/09/11 DBS Vickers China Animal 0.36 0.45 Buy
02/24/11 DBS Vickers China Animal 0.32 0.45 Buy PER13x
01/05/11 DMG & Partners China Animal 0.4 0.48 Buy
02/07/11 DMG & Partners China Animal 0.35 0.48 Buy
02/09/11 DMG & Partners China Animal 0.36 0.48 Buy
02/24/11 DMG & Partners China Animal 0.315 0.48 Buy
02/25/11 DMG & Partners China Animal 0.31 0.48 Buy EV/Ebitda 7x, PER15x
02/28/11 DMG & Partners China Animal 0.31 0.48 Buy
03/21/11 DMG & Partners China Animal 0.29 0.48 Buy
01/27/11 Kim Eng China Animal 0.335 0.48 Buy PER15x
02/24/11 Kim Eng China Animal 0.315 0.48 Buy
CH Offshore - Hold call by DBS Vickers.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/03/11 DBS Vickers CH Offshore 0.48 0.6 Hold
01/31/11 DBS Vickers CH Offshore 0.49 0.6 Hold PER9x
01/03/11 DBS Vickers CH Offshore 0.48 0.6 Hold
01/31/11 DBS Vickers CH Offshore 0.49 0.6 Hold PER9x
Wednesday, March 23, 2011
Cerebos - CIMB still likes chicken essence.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/02/11 CIMB Cerebos 4.87 7.3 Outperform Sum of parts
02/02/11 CIMB Cerebos 4.87 7.3 Outperform Sum of parts
CDL Hospitality - Mixed calls by analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/05/11 CIMB CDL Hospitality 2.08 2.21 Neutral DDM
01/27/11 CIMB CDL Hospitality 2.09 2.14 Neutral DDM
03/03/11 CIMB CDL Hospitality 1.94 2.14 Neutral DDM
01/27/11 DBS Vickers CDL Hospitality 2.09 2.3 Buy
03/02/11 DBS Vickers CDL Hospitality 1.97 2.3 Buy
03/03/11 DBS Vickers CDL Hospitality 1.94 2.3 Buy DDM
03/09/11 DBS Vickers CDL Hospitality 2.02 2.3 Buy
01/05/11 DMG & Partners CDL Hospitality 2.04 2.39 Buy
01/26/11 DMG & Partners CDL Hospitality 2.09 2.39 Buy
01/27/11 DMG & Partners CDL Hospitality 2.08 2.39 Buy DDM
03/02/11 DMG & Partners CDL Hospitality 1.97 2.46 Buy
03/03/11 DMG & Partners CDL Hospitality 1.94 2.46 Buy DDM
01/26/11 Lim & Tan CDL Hospitality 2.09 0 Buy
03/02/11 Lim & Tan CDL Hospitality 1.97 0 Buy
02/10/11 Morgan Stanley CDL Hospitality 2.06 2.3 Overweight
03/16/11 OCBC CDL Hospitality 10.52 11.89 Hold
01/05/11 phillip CDL Hospitality 2.08 2.38 Buy PB1.6x
01/27/11 phillip CDL Hospitality 2.09 2.38 Buy
01/05/11 CIMB CDL Hospitality 2.08 2.21 Neutral DDM
01/27/11 CIMB CDL Hospitality 2.09 2.14 Neutral DDM
03/03/11 CIMB CDL Hospitality 1.94 2.14 Neutral DDM
01/27/11 DBS Vickers CDL Hospitality 2.09 2.3 Buy
03/02/11 DBS Vickers CDL Hospitality 1.97 2.3 Buy
03/03/11 DBS Vickers CDL Hospitality 1.94 2.3 Buy DDM
03/09/11 DBS Vickers CDL Hospitality 2.02 2.3 Buy
01/05/11 DMG & Partners CDL Hospitality 2.04 2.39 Buy
01/26/11 DMG & Partners CDL Hospitality 2.09 2.39 Buy
01/27/11 DMG & Partners CDL Hospitality 2.08 2.39 Buy DDM
03/02/11 DMG & Partners CDL Hospitality 1.97 2.46 Buy
03/03/11 DMG & Partners CDL Hospitality 1.94 2.46 Buy DDM
01/26/11 Lim & Tan CDL Hospitality 2.09 0 Buy
03/02/11 Lim & Tan CDL Hospitality 1.97 0 Buy
02/10/11 Morgan Stanley CDL Hospitality 2.06 2.3 Overweight
03/16/11 OCBC CDL Hospitality 10.52 11.89 Hold
01/05/11 phillip CDL Hospitality 2.08 2.38 Buy PB1.6x
01/27/11 phillip CDL Hospitality 2.09 2.38 Buy
CapitaRetail China - Nobody likes China reit?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
07/26/10 DBS Vickers CapitaRetail China 1.26 1.26 Hold
10/21/10 DBS Vickers CapitaRetail China 1.25 1.3 Hold
01/27/11 DBS Vickers CapitaRetail China 1.27 1.28 Hold
03/09/11 DBS Vickers CapitaRetail China 1.23 1.28 Hold
07/26/10 DBS Vickers CapitaRetail China 1.26 1.26 Hold
10/21/10 DBS Vickers CapitaRetail China 1.25 1.3 Hold
01/27/11 DBS Vickers CapitaRetail China 1.27 1.28 Hold
03/09/11 DBS Vickers CapitaRetail China 1.23 1.28 Hold
Tuesday, March 22, 2011
Capitamalls Asia - CIMB doesn't like this reit.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/17/11 CIMB Capitamalls Asia 1.96 2.15 Underperform RNAV
02/18/11 CIMB Capitamalls Asia 1.92 2.24 Neutral RNAV
02/18/11 DBS Vickers Capitamalls Asia 1.92 2.51 Buy RNAV (10% premium)
03/16/11 DBS Vickers Capitamalls Asia 1.67 2.51 Buy
02/09/11 DIR Capitamalls Asia 2.01 2.65 Outperform
02/17/11 OCBC Capitamalls Asia 1.96 2.4 Under Review
02/18/11 OCBC Capitamalls Asia 1.92 2.15 Buy RNAV
03/16/11 OCBC Capitamalls Asia 1.59 2.15 Buy
02/17/11 CIMB Capitamalls Asia 1.96 2.15 Underperform RNAV
02/18/11 CIMB Capitamalls Asia 1.92 2.24 Neutral RNAV
02/18/11 DBS Vickers Capitamalls Asia 1.92 2.51 Buy RNAV (10% premium)
03/16/11 DBS Vickers Capitamalls Asia 1.67 2.51 Buy
02/09/11 DIR Capitamalls Asia 2.01 2.65 Outperform
02/17/11 OCBC Capitamalls Asia 1.96 2.4 Under Review
02/18/11 OCBC Capitamalls Asia 1.92 2.15 Buy RNAV
03/16/11 OCBC Capitamalls Asia 1.59 2.15 Buy
Capitamall Trust - Mixed calls for this reit.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/05/11 CIMB Capitamall Trust 1.97 1.98 Underperform DDM
01/21/11 CIMB Capitamall Trust 1.89 1.95 Underperform DDM
03/02/11 CIMB Capitamall Trust 1.86 2 Neutral DDM
03/02/11 Citigroup Capitamall Trust 1.86 2 Buy
01/21/11 DBS Vickers Capitamall Trust 1.89 2.08 Buy
02/16/11 DBS Vickers Capitamall Trust 1.83 2.08 Buy
03/02/11 DBS Vickers Capitamall Trust 1.86 2.08 Buy DCF
03/09/11 DBS Vickers Capitamall Trust 1.84 2.08 Buy
03/04/11 DIR Capitamall Trust 1.8 1.97 Outperform
03/07/11 DIR Capitamall Trust 1.82 1.97 Outperform
01/20/11 DMG & Partners Capitamall Trust 1.9 2.05 Neutral DDM
01/21/11 DMG & Partners Capitamall Trust 1.9 2 Neutral
02/17/11 DMG & Partners Capitamall Trust 1.83 2 Neutral
03/01/11 DMG & Partners Capitamall Trust 1.81 2 Neutral
01/24/11 IIFL Capitamall Trust 1.91 2.38 Buy
01/21/11 Kim Eng Capitamall Trust 1.89 2.32 Buy DDM
01/24/11 Kim Eng Capitamall Trust 1.91 2.32 Buy
03/11/11 Lim & Tan Capitamall Trust 1.83 0 Buy
02/10/11 Morgan Stanley Capitamall Trust 1.89 1.8 Underweight
01/21/11 OCBC Capitamall Trust 1.89 1.96 Hold RNAV
02/22/11 OCBC Capitamall Trust 1.82 1.98 Buy RNAV
02/28/11 OCBC Capitamall Trust 1.78 1.98 Buy
03/02/11 OCBC Capitamall Trust 1.86 2 Buy RNAV
03/03/11 OCBC Capitamall Trust 1.81 2 Buy
02/28/11 UOB Kay Hian Capitamall Trust 1.78 1.85 Sell
01/05/11 CIMB Capitamall Trust 1.97 1.98 Underperform DDM
01/21/11 CIMB Capitamall Trust 1.89 1.95 Underperform DDM
03/02/11 CIMB Capitamall Trust 1.86 2 Neutral DDM
03/02/11 Citigroup Capitamall Trust 1.86 2 Buy
01/21/11 DBS Vickers Capitamall Trust 1.89 2.08 Buy
02/16/11 DBS Vickers Capitamall Trust 1.83 2.08 Buy
03/02/11 DBS Vickers Capitamall Trust 1.86 2.08 Buy DCF
03/09/11 DBS Vickers Capitamall Trust 1.84 2.08 Buy
03/04/11 DIR Capitamall Trust 1.8 1.97 Outperform
03/07/11 DIR Capitamall Trust 1.82 1.97 Outperform
01/20/11 DMG & Partners Capitamall Trust 1.9 2.05 Neutral DDM
01/21/11 DMG & Partners Capitamall Trust 1.9 2 Neutral
02/17/11 DMG & Partners Capitamall Trust 1.83 2 Neutral
03/01/11 DMG & Partners Capitamall Trust 1.81 2 Neutral
01/24/11 IIFL Capitamall Trust 1.91 2.38 Buy
01/21/11 Kim Eng Capitamall Trust 1.89 2.32 Buy DDM
01/24/11 Kim Eng Capitamall Trust 1.91 2.32 Buy
03/11/11 Lim & Tan Capitamall Trust 1.83 0 Buy
02/10/11 Morgan Stanley Capitamall Trust 1.89 1.8 Underweight
01/21/11 OCBC Capitamall Trust 1.89 1.96 Hold RNAV
02/22/11 OCBC Capitamall Trust 1.82 1.98 Buy RNAV
02/28/11 OCBC Capitamall Trust 1.78 1.98 Buy
03/02/11 OCBC Capitamall Trust 1.86 2 Buy RNAV
03/03/11 OCBC Capitamall Trust 1.81 2 Buy
02/28/11 UOB Kay Hian Capitamall Trust 1.78 1.85 Sell
Capitaland - Mixed calls for this mega property developer.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/23/11 CIMB Capitaland 3.29 4.04 Neutral RNAV (15% discount)
02/25/11 CIMB Capitaland 3.27 4.04 Neutral RNAV (15% discount)
12/16/10 DBS Vickers Capitaland 3.68 4.95 Buy
12/20/10 DBS Vickers Capitaland 3.62 4.96 Buy
02/22/11 DBS Vickers Capitaland 3.36 4.95 Buy
02/25/11 DBS Vickers Capitaland 3.27 4.76 Buy
03/16/11 DBS Vickers Capitaland 3.26 4.76 Buy
02/24/11 DMG & Partners Capitaland 3.29 4.33 Buy RNAV
02/17/11 Kim Eng Capitaland 3.4 4.3 Buy RNAV
02/23/11 Kim Eng Capitaland 3.29 4.3 Buy RNAV
01/05/11 OCBC Capitaland 3.76 4.48 Buy RNAV
02/23/11 OCBC Capitaland 3.29 4.03 Buy RNAV
03/16/11 OCBC Capitaland 3.13 4.03 Buy
02/23/11 UOB Kay Hian Capitaland 3.28 3.7 Hold
02/23/11 CIMB Capitaland 3.29 4.04 Neutral RNAV (15% discount)
02/25/11 CIMB Capitaland 3.27 4.04 Neutral RNAV (15% discount)
12/16/10 DBS Vickers Capitaland 3.68 4.95 Buy
12/20/10 DBS Vickers Capitaland 3.62 4.96 Buy
02/22/11 DBS Vickers Capitaland 3.36 4.95 Buy
02/25/11 DBS Vickers Capitaland 3.27 4.76 Buy
03/16/11 DBS Vickers Capitaland 3.26 4.76 Buy
02/24/11 DMG & Partners Capitaland 3.29 4.33 Buy RNAV
02/17/11 Kim Eng Capitaland 3.4 4.3 Buy RNAV
02/23/11 Kim Eng Capitaland 3.29 4.3 Buy RNAV
01/05/11 OCBC Capitaland 3.76 4.48 Buy RNAV
02/23/11 OCBC Capitaland 3.29 4.03 Buy RNAV
03/16/11 OCBC Capitaland 3.13 4.03 Buy
02/23/11 UOB Kay Hian Capitaland 3.28 3.7 Hold
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