Date | Analyst | Company | Last | Target | Call | Valuation |
11/16/17 | CIMB | Mermaid Maritime | 0.138 | 0.14 | Reduce | PB0.4x CY17 |
11/16/17 | DBS Vickers | Procurri | 0.235 | 0.18 | Fully Valued | RNAV (6% discount) |
11/16/17 | DBS Vickers | Religare Health Trust | 0.895 | 0.85 | Hold | DDM, Offer $0.90 |
11/16/17 | CIMB | Religare Health Trust | 0.895 | 0.92 | Hold | DDM, PB1.08x |
11/16/17 | OCBC | Singapore Myanmar | 0.45 | 0.665 | Buy | PER16x FY19 |
11/16/17 | DBS Vickers | Singapore Post | 1.28 | 1.23 | Hold | DCF |
11/16/17 | Kim Eng | Singapore Post | 1.28 | 1.5 | Buy | DCF |
11/16/17 | UOB Kay Hian | Singapore Post | 1.28 | 1.34 | Hold | Sum of parts, Buy @ $1.20 |
11/16/17 | CIMB | Singapore Post | 1.28 | 1.28 | Hold | DCF |
11/16/17 | OCBC | Singapore Post | 1.28 | 1.26 | Hold | |
11/16/17 | Lim & Tan | Singtel | 3.69 | 0 | Buy | |
11/16/17 | DMG & Partners | Spackman | 0.112 | 0.2 | Buy | DCF, PER15x FY18 |
11/16/17 | DBS Vickers | Wilmar | 3.22 | 3.5 | Hold | DCF, PER15x FY18 |
Thursday, November 16, 2017
Stock calls for 16 November 2017
Hong Kong security is getting worse. Stay away from South Asians in HK.
Please stay away from South Asians in Hong Kong because they're getting bolder and no longer respect the laws. Many of them have joined the HK triads. The South Asians are Pakistani, Indian and Bangladeshi.
This drunk Pakistani pushed a female cleaner down the MRT platform.
Just look at this South Asian who robbed a jewellery shop in daylight with a hammer.
3 South Asians fought with elderly Hongkongers in the MRT.
http://www.thestandard.com.hk/section-news.php?id=188650&sid=4
Oct 2017 News
http://www.thestandard.com.hk/section-news.php?id=188650&sid=4
Oct 2017 News
Quote:
According to the police, 13 men - 10 South Asians and three Hong Kong Chinese - burst into the B&B Mongkok Hotel on the 16th floor of Kingland Apartments on Nathan Road shortly before 1am yesterday.
Two South Asians then knocked on the door of two mainlanders staying in the guesthouse and rushed in when the door was opened.
They slapped and manhandled the two men before leaving with a backpack containing HK$2.3 million in cash and an iPhone worth HK$8,000.
End Quote.
Trump offered to mediate on South China Sea issue but Duterte slapped him in the face.
http://www.khmertimeskh.com/5090214/trump-offers-mediate-south-china-sea/
Duterte rejected Trump's offer outright because he knew the ulterior motive of Trump. Trump is not really genuine in mediating the South China Sea issue and he just wants to stir more troubles in South China Sea for USA political interest.
Duterte saw through Trump's ruse immediately because the USA would create troubles wherever it was involved and the Middle East was a superb example.
Duterte rejected Trump's offer outright because he knew the ulterior motive of Trump. Trump is not really genuine in mediating the South China Sea issue and he just wants to stir more troubles in South China Sea for USA political interest.
Duterte saw through Trump's ruse immediately because the USA would create troubles wherever it was involved and the Middle East was a superb example.
A pensive man who is critical about our SMRT and GOVERNMENT.
However, I know that our Minister Khaw, Malay reserved President and SMRT top management won't step down. As long as Singaporeans support the one-party system in Singapore, we can NEVER boot out the incompetent "elitists".
Wednesday, November 15, 2017
Ascott Residence Trust (ART) - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/04/16 | UOB Kay Hian | ART | 1.185 | 1.39 | Buy | |
01/08/16 | DBS Vickers | ART | 1.15 | 1.33 | Buy | DCF |
01/26/16 | Lim & Tan | ART | 1.1 | 0 | Buy | |
01/26/16 | OCBC | ART | 1.1 | 1.28 | Buy | |
01/27/16 | CIMB | ART | 1.115 | 1.19 | Hold | DDM |
01/27/16 | DIR | ART | 1.115 | 1.28 | Outperform | DDM |
03/10/16 | OCBC | ART | 1.13 | 1.28 | Buy | |
03/15/16 | CIMB | ART | 1.13 | 1.19 | Hold | DDM |
03/15/16 | DBS Vickers | ART | 1.13 | 1.33 | Buy | |
03/15/16 | DIR | ART | 1.13 | 1.21 | Outperform | DDM |
03/15/16 | Lim & Tan | ART | 1.13 | 0 | Buy on weakness | |
03/16/16 | OCBC | ART | 1.075 | 1.29 | Buy | |
03/16/16 | UOB Kay Hian | ART | 1.075 | 1.39 | Buy | DDM |
04/12/16 | OCBC | ART | 1.1 | 1.29 | Buy | |
04/13/16 | DBS Vickers | ART | 1.11 | 1.33 | Buy | |
04/18/16 | CIMB | ART | 1.125 | 1.14 | Hold | |
04/18/16 | DBS Vickers | ART | 1.125 | 1.28 | Buy | |
04/18/16 | UOB Kay Hian | ART | 1.125 | 1.36 | Buy | |
05/03/16 | UOB Kay Hian | ART | 1.135 | 1.36 | Buy | |
05/18/16 | OCBC | ART | 1.125 | 1.29 | Buy | |
06/14/16 | CIMB | ART | 1.125 | 1.14 | Hold | |
06/17/16 | UOB Kay Hian | ART | 1.11 | 1.36 | Buy | |
06/22/16 | OCBC | ART | 1.115 | 1.29 | Buy | |
06/29/16 | CIMB | ART | 1.09 | 1.16 | Hold | DDM |
07/13/16 | Lim & Tan | ART | 1.12 | 0 | Buy | |
07/14/16 | UOB Kay Hian | ART | 1.13 | 1.36 | Buy | |
07/18/16 | UOB Kay Hian | ART | 1.135 | 1.39 | Buy | |
07/20/16 | OCBC | ART | 1.135 | 1.29 | Buy | |
07/21/16 | DBS Vickers | ART | 1.145 | 1.31 | Buy | |
07/21/16 | DIR | ART | 1.145 | 1.24 | Outperform | DDM |
07/21/16 | OCBC | ART | 1.145 | 1.24 | Buy | |
07/21/16 | Religare | ART | 1.145 | 1.22 | Hold | |
07/21/16 | UOB Kay Hian | ART | 1.145 | 1.37 | Buy | DDM |
07/22/16 | CIMB | ART | 1.16 | 1.18 | Hold | DDM |
07/22/16 | Credit Suisse | ART | 1.16 | 1.23 | Neutral | |
08/01/16 | UOB Kay Hian | ART | 1.13 | 1.37 | Buy | |
08/04/16 | DIR | ART | 1.125 | 1.24 | Outperform | |
08/16/16 | DBS Vickers | ART | 1.15 | 1.31 | Buy | |
08/29/16 | OCBC | ART | 1.145 | 1.24 | Buy | |
08/31/16 | Credit Suisse | ART | 1.135 | 1.23 | Neutral | |
09/15/16 | DIR | ART | 1.135 | 1.24 | Outperform | DDM |
10/05/16 | UOB Kay Hian | ART | 1.145 | 1.37 | Buy | DDM |
10/06/16 | OCBC | ART | 1.145 | 1.24 | Buy | |
10/14/16 | DIR | ART | 1.14 | 1.24 | Outperform | DDM |
10/18/16 | DBS Vickers | ART | 1.14 | 1.31 | Buy | |
10/21/16 | CIMB | ART | 1.135 | 1.18 | Hold | DDM |
10/21/16 | DBS Vickers | ART | 1.135 | 1.32 | Buy | DCF |
11/21/16 | CIMB | ART | 1.135 | 1.11 | Hold | |
11/21/16 | OCBC | ART | 1.135 | 1.24 | Buy | |
12/09/16 | UOB Kay Hian | ART | 1.165 | 1.3 | Buy | |
12/16/16 | OCBC | ART | 1.155 | 1.24 | Buy | |
01/04/17 | OCBC | ART | 1.14 | 1.24 | Buy | |
01/04/17 | UOB Kay Hian | ART | 1.14 | 1.3 | Buy | DDM |
01/09/17 | DBS Vickers | ART | 1.16 | 1.32 | Buy | DCF |
01/18/17 | DIR | ART | 1.17 | 1.24 | Outperform | DDM |
01/24/17 | Lim & Tan | ART | 1.17 | 0 | Buy | |
01/25/17 | CIMB | ART | 1.185 | 1.14 | Hold | DDM |
01/25/17 | DBS Vickers | ART | 1.185 | 1.28 | Buy | DCF |
01/25/17 | OCBC | ART | 1.185 | 1.22 | Hold | |
01/31/17 | Credit Suisse | ART | 1.185 | 1.23 | Neutral | |
02/08/17 | DIR | ART | 1.14 | 1.24 | Outperform | DDM |
03/07/17 | Lim & Tan | ART | 1.17 | 0 | Hold | CR = 29 for 100 @ $0.919 |
03/07/17 | UOB Kay Hian | ART | 1.17 | 1.3 | Buy | |
03/08/17 | CIMB | ART | 1.13 | 1 | Reduce | DDM |
03/08/17 | Credit Suisse | ART | 1.13 | 1.11 | Neutral | |
03/08/17 | DIR | ART | 1.13 | 1.12 | Hold | DDM |
03/08/17 | OCBC | ART | 1.13 | 1.16 | Hold | Target $1.105 ex-rights 29-for-100 @ $0.919 |
03/08/17 | UOB Kay Hian | ART | 1.13 | 1.2 | Hold | DDM, Ex rights 29 for 100 $0.919 |
03/23/17 | OCBC | ART | 1.065 | 1.105 | Hold | |
04/06/17 | OCBC | ART | 1.1 | 1.05 | Hold | |
04/11/17 | UOB Kay Hian | ART | 1.09 | 1.2 | Hold | |
04/17/17 | OCBC | ART | 1.09 | 1.105 | Hold | |
04/18/17 | DIR | ART | 1.095 | 1.12 | Hold | |
04/24/17 | DBS Vickers | ART | 1.09 | 1.16 | Buy | DCF, Ex-Rights |
04/24/17 | DIR | ART | 1.09 | 1.08 | Hold | DDM |
04/24/17 | OCBC | ART | 1.09 | 1.09 | Hold | |
04/24/17 | UOB Kay Hian | ART | 1.09 | 1.15 | Hold | DDM, Buy @ $1 or below |
05/25/17 | UOB Kay Hian | ART | 1.12 | 1.17 | Hold | DDM, Buy @ $1 |
05/31/17 | Lim & Tan | ART | 1.125 | 0 | Buy | |
06/01/17 | CIMB | ART | 1.125 | 1.05 | Hold | DDM |
06/01/17 | DBS Vickers | ART | 1.125 | 1.16 | Buy | |
06/01/17 | OCBC | ART | 1.125 | 1.095 | Hold | |
07/04/17 | DBS Vickers | ART | 1.16 | 1.16 | Buy | |
07/04/17 | OCBC | ART | 1.16 | 1.095 | Hold | |
07/20/17 | Lim & Tan | ART | 1.175 | 0 | Sell | |
07/21/17 | CIMB | ART | 1.195 | 1.14 | Hold | DDM |
07/21/17 | DIR | ART | 1.195 | 1.12 | Hold | DDM |
07/21/17 | UOB Kay Hian | ART | 1.195 | 1.18 | Hold | DDM, Buy @ $1 |
07/24/17 | DBS Vickers | ART | 1.21 | 1.28 | Buy | DCF |
08/17/17 | DBS Vickers | ART | 1.18 | 1.28 | Buy | DCF |
09/29/17 | OCBC | ART | 1.18 | 1.1 | Hold | |
10/23/17 | UOB Kay Hian | ART | 1.215 | 1.18 | Hold | |
10/25/17 | OCBC | ART | 1.22 | 1.11 | Hold | |
10/25/17 | CIMB | ART | 1.22 | 1.16 | Hold | DDM |
10/25/17 | DBS Vickers | ART | 1.22 | 1.28 | Buy | DCF |
Asian Pay TV - Stock calls
02/24/16 | DBS Vickers | APTV | 0.63 | 0.62 | Hold | DCF |
02/24/16 | Lim & Tan | APTV | 0.63 | 0 | Hold | |
05/10/16 | Lim & Tan | APTV | 0.595 | 0 | Hold | |
05/11/16 | Amfrasers | APTV | 0.595 | 0.51 | Hold | EV/Ebitda9.7x FY16 |
04/21/17 | Phillip | APTV | 0.49 | 0.64 | Buy | DCF, EV/Ebitda10.7x |
05/16/17 | Phillip | APTV | 0.55 | 0.64 | Buy | DCF, EV/Ebitda10.7x |
05/17/17 | Amfrasers | APTV | 0.55 | 0.65 | Buy | DDM |
08/15/17 | Phillip | APTV | 0.58 | 0.64 | Buy | |
08/16/17 | Amfrasers | APTV | 0.58 | 0.6 | Buy | DDM |
11/14/17 | Phillip | APTV | 0.605 | 0.64 | Accumulate |
Stock calls for 15 November 2017
Date | Analyst | Company | Last | Target | Call | Valuation |
11/15/17 | DMG & Partners | Amara | 0.54 | 0.88 | Buy | PB0.65x |
11/15/17 | Kim Eng | Bumitama | 0.835 | 0.95 | Buy | PER14x FY17 |
11/15/17 | DMG & Partners | Bumitama | 0.835 | 0.95 | Buy | PER12x FY18 |
11/15/17 | UOB Kay Hian | Bumitama | 0.835 | 1.03 | Buy | PER13x FY18 |
11/15/17 | Credit Suisse | Bumitama | 0.835 | 1 | Outperform | |
11/15/17 | DMG & Partners | China Everbright | 0.45 | 0.54 | Buy | DCF |
11/15/17 | DMG & Partners | Delfi | 1.45 | 1.65 | Buy | DCF |
11/15/17 | DBS Vickers | First Resources | 1.93 | 2.18 | Buy | DCF, PER14.5x FY18 |
11/15/17 | UOB Kay Hian | First Resources | 1.93 | 1.95 | Hold | PER16x FY18, Buy @ $1.75 |
11/15/17 | Credit Suisse | First Resources | 1.93 | 2.3 | Neutral | |
11/15/17 | Amfrasers | Frencken | 0.54 | 0.66 | Buy | PER10x FY18 |
11/15/17 | UOB Kay Hian | Golden Agri | 0.39 | 0.34 | Hold | PER13x FY18, Buy @ $0.3 |
11/15/17 | OCBC | Golden Agri | 0.39 | 0.37 | Hold | |
11/15/17 | Credit Suisse | Golden Agri | 0.39 | 0.35 | Underperform | |
11/15/17 | CIMB | Golden Agri | 0.39 | 0.36 | Reduce | PER15x FY19 |
11/15/17 | CIMB | HMI | 0.715 | 0.83 | Add | DCF |
11/15/17 | phillip | HMI | 0.715 | 0.83 | Buy | DCF |
11/15/17 | UOB Kay Hian | HMI | 0.715 | 0.83 | Buy | DCF |
11/15/17 | Kim Eng | HMI | 0.715 | 0.8 | Buy | DCF |
11/15/17 | UOB Kay Hian | ISDN | 0.245 | 0.35 | Buy | |
11/15/17 | Amfrasers | Japan Foods | 0.43 | 0.53 | Buy | DCF |
11/15/17 | OCBC | KSH | 0.865 | 0.79 | Hold | |
11/15/17 | Lim & Tan | Singapore Post | 1.3 | 0 | Hold | |
11/15/17 | UOB Kay Hian | Wheelock Properties | 1.95 | 2.33 | Buy | RNAV (15% discount) |
11/15/17 | DBS Vickers | Yanlord | 1.74 | 2.25 | Buy | PER7.1x FY18 |
China has the fastest supercomputers for the fourth time in a row.
http://en.people.cn/n3/2017/1114/c90000-9292150.html
China took the first and 2nd spots in the fastest supercomputers in the world.
Great job, China!
China took the first and 2nd spots in the fastest supercomputers in the world.
Great job, China!
Dr Watson is the best medical AI.
https://www.technologyreview.com/s/607965/a-reality-check-for-ibms-ai-ambitions/
IBM's medical AI, Watson, can diagnose and provide at least 3 treatment plans for the patients. It is currently on trial in Taiwan and Japan.
Dr Watson is able to do much better than a medical doctor because it can analyze from its huge databases and prescribe the latest treatments and medicines whereby a medical doctor cannot.
This is really good news for the public.
IBM's medical AI, Watson, can diagnose and provide at least 3 treatment plans for the patients. It is currently on trial in Taiwan and Japan.
Dr Watson is able to do much better than a medical doctor because it can analyze from its huge databases and prescribe the latest treatments and medicines whereby a medical doctor cannot.
This is really good news for the public.
Hot news! SMRT collision!
https://sg.news.yahoo.com/23-injured-smrt-trains-collide-joo-koon-mrt-station-030029616.html
What happened to the safety feature? The train behind shouldn't move when there is an existing train in the station.
Who will the government blame this time? The top management is always getting away from the blame.
What happened to the safety feature? The train behind shouldn't move when there is an existing train in the station.
Who will the government blame this time? The top management is always getting away from the blame.
Tuesday, November 14, 2017
APAC Realty - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
09/25/17 | Lim & Tan | APAC Realty | 0.66 | 0 | Subscribe | IPO |
11/09/17 | DBS Vickers | APAC Realty | 0.89 | 1.03 | Buy | DCF & PER15x FY18 |
11/13/17 | DBS Vickers | APAC Realty | 0.905 | 1.12 | Buy | DCF & PER15x FY18 |
Amara - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
04/12/17 | DMG & Partners | Amara | 0.54 | 0.88 | Buy | PB0.65x |
05/17/17 | DMG & Partners | Amara | 0.56 | 0.88 | Buy | PB0.65x |
10/09/17 | DMG & Partners | Amara | 0.53 | 0.88 | Buy |
Stock calls for 14 November 2017
Date | Analyst | Company | Last | Target | Call | Valuation |
11/14/17 | Phillip | APTV | 0.605 | 0.64 | Accumulate | |
11/14/17 | CIMB | Aspen | 0.22 | 0.29 | Add | RNAV (45% discount) |
11/14/17 | DMG & Partners | Avi-Tech | 0.525 | 0.59 | Buy | DCF, PER12x FY18 |
11/14/17 | phillip | CNMC | 0.28 | 0.3 | Neutral | DCF |
11/14/17 | DMG & Partners | Comfortdelgro | 2.1 | 2 | Neutral | DCF, PER14.5x FY18 |
11/14/17 | Kim Eng | First Resources | 1.95 | 2.04 | Hold | PER17x FY17 |
11/14/17 | DMG & Partners | First Resources | 1.95 | 2.13 | Neutral | PER13x FY18 |
11/14/17 | CIMB | First Resources | 1.95 | 2.13 | Add | PER13x FY19 |
11/14/17 | DBS Vickers | Frasers Centrepoint Ltd | 2.05 | 2.35 | Buy | RNAV (20% discount), PB1x |
11/14/17 | CIMB | Frasers Centrepoint Ltd | 2.05 | 2.37 | Add | RNAV (30% discount) |
11/14/17 | OCBC | Midas | 0.215 | 0.225 | Hold | |
11/14/17 | DMG & Partners | Moya Asia | 0.101 | 0.17 | Buy | DCF |
11/14/17 | DMG & Partners | Neo Group | 0.66 | 0.64 | Neutral | PER21x FY18 |
11/14/17 | phillip | Old Chang Kee | 0.75 | 0.98 | Buy | DCF |
11/14/17 | DBS Vickers | PACC Offshore | 0.345 | 0.41 | Buy | PB0.8x |
11/14/17 | DBS Vickers | Pan-United | 0.575 | 0.51 | Fully Valued | |
11/14/17 | SAC Advisors | Sanli Env | 0.3 | 0.36 | Buy | |
11/14/17 | CIMB | Valuetronics | 1.01 | 1.1 | Add | PER11x CY19 |
11/14/17 | DBS Vickers | Vard | 0.245 | 0.25 | Hold | PB0.78x, P/NTA0.99x, Offer price $0.25 |
11/14/17 | UOB Kay Hian | Wilmar | 3.32 | 4.1 | Buy | Sum of parts, PER14x FY18 |
11/14/17 | DMG & Partners | Wilmar | 3.32 | 3.33 | Neutral | Sum of parts |
11/14/17 | CIMB | Wilmar | 3.32 | 4.27 | Add | Sum of parts |
11/14/17 | OCBC | Wilmar | 3.32 | 3.51 | Hold | |
11/14/17 | DBS Vickers | Yangzijiang | 1.67 | 1.82 | Buy | Sum of parts, PB1.3x |
We have bitcoin gold now after bitcoin cash.
https://www.investopedia.com/news/bitcoin-gold-now-live/?partner=YahooSA&yptr=yahoo
We did warn about such splitting developments in our previous post.
https://sg-stock.blogspot.sg/2017/08/death-knell-for-virtual-currency-is.html
We did warn about such splitting developments in our previous post.
https://sg-stock.blogspot.sg/2017/08/death-knell-for-virtual-currency-is.html
SMRT has a new culture now! Hush! Hush!
https://sg.news.yahoo.com/smrt-draws-flak-lack-announcements-morning-nsl-disruption-091315912.html
SMRT took steps to hush up its delay on 9 November.
https://sg.news.yahoo.com/delay-hits-north-south-line-tuesday-morning-track-fault-toa-payoh-011038906.html
SMRT took steps to hush up its delay again on 14 November.
The new culture of SMRT is setting in. When the top management cannot resolve the problem, a new culture is being introduced.
SMRT took steps to hush up its delay on 9 November.
https://sg.news.yahoo.com/delay-hits-north-south-line-tuesday-morning-track-fault-toa-payoh-011038906.html
SMRT took steps to hush up its delay again on 14 November.
The new culture of SMRT is setting in. When the top management cannot resolve the problem, a new culture is being introduced.
AIMS AMP Cap Ind Reit - Stock calls
01/29/16 | Kim Eng | AIMS AMP Cap Ind Reit | 1.315 | 1.45 | Hold | Yield 7.75% |
03/22/16 | Kim Eng | AIMS AMP Cap Ind Reit | 1.34 | 1.47 | Buy | Yield 7.75% |
04/13/16 | Kim Eng | AIMS AMP Cap Ind Reit | 1.345 | 1.47 | Buy | Yield 7.5% |
04/20/16 | Kim Eng | AIMS AMP Cap Ind Reit | 1.355 | 1.49 | Buy | Yield 7.5% |
05/17/16 | Kim Eng | AIMS AMP Cap Ind Reit | 1.39 | 1.55 | Buy | |
05/24/16 | DBS Vickers | AIMS AMP Cap Ind Reit | 1.38 | 1.52 | Not Rated | |
06/30/16 | Kim Eng | AIMS AMP Cap Ind Reit | 1.38 | 1.55 | Buy | |
07/27/16 | Kim Eng | AIMS AMP Cap Ind Reit | 1.485 | 1.59 | Buy | Yield 7.5% |
08/16/16 | DBS Vickers | AIMS AMP Cap Ind Reit | 1.46 | 1.52 | Not Rated | |
12/06/16 | Kim Eng | AIMS AMP Cap Ind Reit | 1.315 | 1.58 | Buy | |
05/26/17 | Kim Eng | AIMS AMP Cap Ind Reit | 1.415 | 1.6 | Buy | DDM |
06/22/17 | Kim Eng | AIMS AMP Cap Ind Reit | 1.44 | 1.6 | Buy | |
07/03/17 | Kim Eng | AIMS AMP Cap Ind Reit | 1.48 | 1.6 | Buy | |
10/27/17 | Kim Eng | AIMS AMP Cap Ind Reit | 1.435 | 1.6 | Buy |
Monday, November 13, 2017
AEM - Stock calls
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 |
Advancer Global Ltd - Stock calls
07/07/16 | Phillip | Advancer Global Ltd | 0.22 | 0 | Subscribe | IPO |
08/25/16 | DBS Vickers | Advancer Global Ltd | 0.4 | 0.5 | Not Rated | PER15x FY17 |
08/04/17 | SAC Advisors | Advancer Global Ltd | 0.285 | 0.36 | Buy |
Stock calls for 13 November 2017
Date | Analyst | Company | Last | Target | Call | Valuation |
11/13/17 | Phillip | 800Super | 1.175 | 1.43 | Buy | DCF, PER15.9x FY18 |
11/13/17 | DBS Vickers | APAC Realty | 0.905 | 1.12 | Buy | DCF & PER15x FY18 |
11/13/17 | phillip | Banyan Tree | 0.605 | 0.71 | Accumulate | Sum of parts, PB0.7x FY18 |
11/13/17 | Kim Eng | Bumitama | 0.805 | 0.95 | Buy | |
11/13/17 | DBS Vickers | Bumitama | 0.805 | 0.94 | Buy | |
11/13/17 | Phillip | Capitaland | 3.58 | 4.19 | Accumulate | RNAV (20% discount) |
11/13/17 | phillip | City Developments | 12.2 | 12.1 | Accumulate | RNAV (15% discount), Potential upside $13.50 |
11/13/17 | OCBC | City Developments | 12.2 | 13.5 | Buy | |
11/13/17 | Amfrasers | Cityneon | 1.095 | 1.38 | Buy | PER15.1x FY18 |
11/13/17 | phillip | Comfortdelgro | 2 | 2.69 | Buy | DCF |
11/13/17 | UOB Kay Hian | Comfortdelgro | 2 | 2.25 | Buy | PER16.6x FY18 |
11/13/17 | DBS Vickers | Comfortdelgro | 2 | 2.18 | Hold | DCF & PER15.3x FY17/18 |
11/13/17 | Kim Eng | Comfortdelgro | 2 | 2.4 | Buy | DCF, PER16x FY18 |
11/13/17 | OCBC | Comfortdelgro | 2 | 2.05 | Hold | |
11/13/17 | CIMB | Comfortdelgro | 2 | 2.15 | Hold | DCF |
11/13/17 | Lim & Tan | Comfortdelgro | 2 | 0 | Hold | |
11/13/17 | Credit Suisse | Comfortdelgro | 2 | 3.1 | Outperform | |
11/13/17 | DBS Vickers | CourtsAsia | 0.345 | 0.36 | Hold | PER10x FY19 |
11/13/17 | phillip | F & N | 2.6 | 2.83 | Accumulate | Sum of parts, PER27.1x FY18 |
11/13/17 | Kim Eng | First Resources | 1.94 | 2.04 | Hold | |
11/13/17 | DBS Vickers | First Resources | 1.94 | 2.13 | Buy | |
11/13/17 | DBS Vickers | Hong Leong Finance | 2.72 | 3.2 | Buy | |
11/13/17 | DBS Vickers | Indofood Agri | 0.455 | 0.48 | Hold | |
11/13/17 | DMG & Partners | ISOTeam | 0.345 | 0.46 | Buy | DCF, PER13x FY18 |
11/13/17 | CIMB | Jadason | 0.087 | 0.11 | Add | PER12.34x FY19 |
11/13/17 | Lim & Tan | KSH | 0.86 | 0 | Hold | |
11/13/17 | CIMB | Memtech | 1.14 | 1.33 | Add | PER10x FY19 |
11/13/17 | UOB Kay Hian | Netlink | 0.825 | 0.93 | Buy | DCF |
11/13/17 | Kim Eng | SATS | 5.01 | 5.7 | Buy | PER21x FY19/20 |
11/13/17 | Credit Suisse | SATS | 5.01 | 4.6 | Neutral | |
11/13/17 | DBS Vickers | Singapore Medical | 0.6 | 0.75 | Buy | PER25x FY18/19, PEG0.3x |
11/13/17 | DBS Vickers | UMS | 1.02 | 1.21 | Buy | PER12x FY18 |
11/13/17 | CIMB | UMS | 1.02 | 1.21 | Add | GGM, PB2.88x |
11/13/17 | OCBC | UOL | 8.75 | 9.7 | Buy | |
11/13/17 | DBS Vickers | Wilmar | 3.31 | 3.52 | Hold | |
11/13/17 | OCBC | Yangzijiang | 1.64 | 1.63 | Hold | |
11/13/17 | CIMB | Yangzijiang | 1.64 | 1.8 | Add | Sum of parts |
Noble Group loses DBS banking support.
https://www.bloomberg.com/news/articles/2017-11-13/noble-group-is-said-to-lose-key-bank-support-as-dbs-cuts-lending
This is really bad news for Noble. If more banks pull back their credit facilities, Noble will go bankrupt.
This is really bad news for Noble. If more banks pull back their credit facilities, Noble will go bankrupt.
Saturday, November 11, 2017
Acromec - stock calls
Date | Analyst | Code | Company | Last | Target | Call | Percent | Valuation |
03/14/16 | Phillip | 43F | Acromec | 0.22 | 0 | Subscribe | -100.00 | |
06/24/16 | DMG & Partners | 43F | Acromec | 0.645 | 0.92 | Buy | 42.64 | DCF |
10/10/16 | DMG & Partners | 43F | Acromec | 0.765 | 0.78 | Neutral | 1.96 | |
10/31/16 | Lim & Tan | 43F | Acromec | 0.65 | 0 | Take profit | -100.00 | |
01/03/17 | DMG & Partners | 43F | Acromec | 0.565 | 0.5 | Buy | -11.50 |
Baltic dry index - 1464
Today, Friday, November 10 2017, the Baltic Dry Index decreased by 17 points, reaching 1464 points.
Baltic Dry Index is compiled by the London-based Baltic Exchange and covers prices for transported cargo such as coal, grain and iron ore. The index is based on a daily survey of agents all over the world. Baltic Dry hit a temporary peak on May 20, 2008, when the index hit 11,793. The lowest level ever reached was on Wednesday the 10th of February 2016, when the index dropped to 290 points.
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Related stocks; Sembcorp Marine, Cosco & Pan Ocean
US rig count - 907
HOUSTON (AP) — The number of rigs exploring for oil and natural gas in the U.S. increased by nine this week to 907.
That's up from the 568 rigs that were active a year ago.
Houston oilfield services company Baker Hughes said Friday that 738 rigs sought oil and 169 explored for natural gas this week.
Among major oil- and gas-producing states, Oklahoma gained six rigs, New Mexico increased by four and Alaska and Utah each gained one.
Texas lost two rigs and West Virginia decreased by one.
Arkansas, California, Colorado, Louisiana, North Dakota, Ohio, Pennsylvania and Wyoming were unchanged.
The U.S. rig count peaked at 4,530 in 1981. It bottomed out in May of 2016 at 404.
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Related stocks: Keppel Corp, Sembcorp Marine & Cosco
Hot news! Trump released classified information about JFK assassination.
https://www.washingtonpost.com/news/retropolis/wp/2017/11/09/a-huge-trove-of-jfk-assassination-files-reveal-redacted/?utm_term=.98368406485a
https://www.poynter.org/news/media-dissects-jfk-assassination-records-dark-vietnam-war-details-emerge
It turned out that the South Vietnam killed JFK to avenge the deaths of the president of South Vietnam Ngo Dinh Diem and his brother Ngo Dinh Nhu who were murdered in a coup because the USA abandoned them. The USA supported the South Vietnam to overthrow the Viet Cong but abandoned the South Vietnam in the end. Therefore, the South Vietnam felt betrayed and took revenge for its President by killing the USA President JFK.
Bad karma for the USA but the USA has not learnt the lesson and is still doing the despicable act now. The USA is still trying to dethrone any government which is not an ally of the USA.
https://www.poynter.org/news/media-dissects-jfk-assassination-records-dark-vietnam-war-details-emerge
It turned out that the South Vietnam killed JFK to avenge the deaths of the president of South Vietnam Ngo Dinh Diem and his brother Ngo Dinh Nhu who were murdered in a coup because the USA abandoned them. The USA supported the South Vietnam to overthrow the Viet Cong but abandoned the South Vietnam in the end. Therefore, the South Vietnam felt betrayed and took revenge for its President by killing the USA President JFK.
Bad karma for the USA but the USA has not learnt the lesson and is still doing the despicable act now. The USA is still trying to dethrone any government which is not an ally of the USA.
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