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Friday, December 1, 2017

Stock calls for 1 December 2017


Date Analyst Company Last Target Call Valuation
12/01/17 UOB Kay Hian A-Reit 2.64 3.05 Buy
12/01/17 UOB Kay Hian ART 1.19 1.23 Hold
12/01/17 UOB Kay Hian CapitaCommercial 1.89 2.09 Buy
12/01/17 UOB Kay Hian Capitaland 3.53 5.06 Buy
12/01/17 UOB Kay Hian Capitamall Trust 2.05 2.04 Hold
12/01/17 UOB Kay Hian CDL Hospitality 1.65 1.88 Buy
12/01/17 UOB Kay Hian City Developments 12.11 14.03 Buy
12/01/17 UOB Kay Hian DBS 24.43 26.1 Buy GGM, PB1.38x FY18
12/01/17 UOB Kay Hian Frasers Centrepoint Trust 2.22 2.43 Buy
12/01/17 UOB Kay Hian Frasers Hospitality Trust 0.775 0.85 Buy
12/01/17 UOB Kay Hian Frasers Logistics 1.08 1.2 Buy
12/01/17 Amfrasers Golden Energy 0.4 0.78 Buy
12/01/17 phillip Golden Energy 0.4 0.59 Buy
12/01/17 UOB Kay Hian Guocoland 2.08 2.8 Buy
12/01/17 UOB Kay Hian Ho Bee 2.48 3.02 Buy
12/01/17 DBS Vickers Hong Fok 0.825 1.31 Not Rated RNAV (40% discount)
12/01/17 UOB Kay Hian Keppel Reit 1.26 1.43 Buy
12/01/17 UOB Kay Hian Mapletree Industrial 1.97 1.88 Hold
12/01/17 UOB Kay Hian Mapletree Logistics 1.27 1.37 Buy
12/01/17 UOB Kay Hian OCBC 12.45 13.56 Buy GGM, PB1.44x FY18
12/01/17 OCBC OUE Hospitality 0.815 0.82 Hold
12/01/17 UOB Kay Hian Oxley 0.6 0.74 Buy
12/01/17 UOB Kay Hian Parkway Life 2.9 3 Buy
12/01/17 Lim & Tan SPH Reit 1.05 0 Hold
12/01/17 UOB Kay Hian Suntec Reit 2.04 2.13 Hold
12/01/17 DMG & Partners UOB 26.2 28.8 Buy GGM, PB1.33x FY18
12/01/17 UOB Kay Hian Wheelock Properties 1.9 2.33 Buy
12/01/17 UOB Kay Hian Wing Tai 2.17 2.78 Buy

Thursday, November 30, 2017

CEI - Stock calls


Date Analyst Company Last Target Call Valuation
09/08/16 CIMB CEI 0.785 1.04 Add PER9.2x
11/18/16 CIMB CEI 0.85 1.04 Add PER9.2x
12/05/16 CIMB CEI 0.82 1.04 Add PER9.2x
02/14/17 CIMB CEI 0.94 1.11 Add PER9.2x FY18
07/05/17 CIMB CEI 1.06 1.11 Add PER9.2x FY18
08/28/17 CIMB CEI 1.025 1.08 Add PER9.74x

CDL Hospitality - Stock calls


Date Analyst Company Last Target Call Valuation
01/05/16 UOB Kay Hian CDL Hospitality 1.32 1.64 Buy
01/08/16 DBS Vickers CDL Hospitality 1.305 1.54 Buy DCF
01/29/16 CIMB CDL Hospitality 1.28 1.34 Hold DDM
01/29/16 Credit Suisse CDL Hospitality 1.28 1.41 Neutral
01/29/16 DIR CDL Hospitality 1.28 1.6 Buy DDM
01/29/16 DMG & Partners CDL Hospitality 1.28 1.14 Sell DDM
01/29/16 Lim & Tan CDL Hospitality 1.28 0 Accumulate
01/29/16 OCBC CDL Hospitality 1.28 1.38 Buy
03/10/16 OCBC CDL Hospitality 1.285 1.38 Buy
03/17/16 DMG & Partners CDL Hospitality 1.29 1.48 Buy DDM
03/30/16 UOB Kay Hian CDL Hospitality 1.29 1.64 buy DDM
04/12/16 OCBC CDL Hospitality 1.31 1.38 Buy
04/13/16 DBS Vickers CDL Hospitality 1.36 1.54 Buy
04/22/16 UOB Kay Hian CDL Hospitality 1.46 1.64 Buy
04/28/16 Credit Suisse CDL Hospitality 1.475 1.6 Outperform
05/03/16 OCBC CDL Hospitality 1.395 1.38 Hold
05/03/16 UOB Kay Hian CDL Hospitality 1.395 1.55 Buy DDM
05/04/16 DBS Vickers CDL Hospitality 1.375 1.5 Buy
05/17/16 CIMB CDL Hospitality 1.375 1.38 Hold
06/09/16 UOB Kay Hian CDL Hospitality 1.41 1.55 Buy
06/13/16 Credit Suisse CDL Hospitality 1.43 1.6 Outperform
06/14/16 CIMB CDL Hospitality 1.415 1.38 Hold
06/20/16 DBS Vickers CDL Hospitality 1.41 1.51 Buy
06/20/16 Lim & Tan CDL Hospitality 1.41 0 Accumulate
07/04/16 DMG & Partners CDL Hospitality 1.435 1.48 Buy
07/08/16 UOB Kay Hian CDL Hospitality 1.455 1.55 Buy
07/12/16 OCBC CDL Hospitality 1.46 1.38 Hold
07/15/16 Credit Suisse CDL Hospitality 1.49 1.6 Outperform
07/18/16 CIMB CDL Hospitality 1.5 1.46 Hold DDM
07/18/16 UOB Kay Hian CDL Hospitality 1.5 1.7 Buy
07/19/16 Credit Suisse CDL Hospitality 1.49 1.67 Outperform
08/01/16 CIMB CDL Hospitality 1.47 1.43 Hold DDM
08/01/16 DBS Vickers CDL Hospitality 1.47 1.65 Buy
08/01/16 DIR CDL Hospitality 1.47 1.58 Outperform DDM
08/01/16 OCBC CDL Hospitality 1.47 1.53 Buy
08/01/16 UOB Kay Hian CDL Hospitality 1.47 1.55 Hold
08/31/16 Credit Suisse CDL Hospitality 1.4 1.6 Outperform
09/02/16 UOB Kay Hian CDL Hospitality 1.38 1.55 Hold
09/20/16 DIR CDL Hospitality 1.38 1.55 Outperform DDM
10/04/16 Credit Suisse CDL Hospitality 1.4 1.6 Outperform
10/05/16 UOB Kay Hian CDL Hospitality 1.395 1.55 Hold
10/06/16 OCBC CDL Hospitality 1.39 1.53 Buy
10/14/16 DIR CDL Hospitality 1.37 1.55 Outperform
10/18/16 DBS Vickers CDL Hospitality 1.35 1.65 Buy
10/31/16 CIMB CDL Hospitality 1.325 1.42 Add DDM
10/31/16 DBS Vickers CDL Hospitality 1.325 1.59 Buy DCF
10/31/16 DIR CDL Hospitality 1.325 1.49 Outperform DDM
10/31/16 OCBC CDL Hospitality 1.325 1.48 Buy
11/01/16 Credit Suisse CDL Hospitality 1.34 1.53 Outperform
11/08/16 DBS Vickers CDL Hospitality 1.325 1.59 Buy
11/21/16 OCBC CDL Hospitality 1.32 1.48 Buy
12/05/16 DMG & Partners CDL Hospitality 1.32 1.47 Neutral
12/09/16 UOB Kay Hian CDL Hospitality 1.34 1.41 Hold
12/16/16 OCBC CDL Hospitality 1.32 1.48 Buy
01/04/17 OCBC CDL Hospitality 1.355 1.48 Buy
01/09/17 DBS Vickers CDL Hospitality 1.39 1.59 Buy
01/18/17 DIR CDL Hospitality 1.4 1.49 Outperform
01/27/17 CIMB CDL Hospitality 1.42 1.42 Hold DDM
01/27/17 DBS Vickers CDL Hospitality 1.42 1.65 Buy DCF
01/27/17 DIR CDL Hospitality 1.42 1.5 Outperform DDM
01/27/17 DMG & Partners CDL Hospitality 1.42 1.47 Neutral
01/27/17 OCBC CDL Hospitality 1.42 1.46 Hold
01/27/17 UOB Kay Hian CDL Hospitality 1.42 1.47 Hold DDM
01/31/17 Credit Suisse CDL Hospitality 1.415 1.53 Outperform
03/07/17 UOB Kay Hian CDL Hospitality 1.39 1.47 Hold
03/10/17 DMG & Partners CDL Hospitality 1.385 1.47 Neutral
04/03/17 CIMB CDL Hospitality 1.435 1.42 Hold
04/07/17 DMG & Partners CDL Hospitality 1.48 1.47 Neutral
04/11/17 UOB Kay Hian CDL Hospitality 1.47 1.47 Hold DDM
04/18/17 DIR CDL Hospitality 1.49 1.5 Outperform
04/27/17 Credit Suisse CDL Hospitality 1.51 1.64 Outperform
04/27/17 DBS Vickers CDL Hospitality 1.51 1.7 Buy DCF
04/27/17 DIR CDL Hospitality 1.51 1.59 Outperform DDM
04/27/17 DMG & Partners CDL Hospitality 1.51 1.62 Buy DDM
04/27/17 OCBC CDL Hospitality 1.51 1.49 Hold
05/08/17 DBS Vickers CDL Hospitality 1.54 1.75 Buy DCF
05/08/17 DIR CDL Hospitality 1.54 1.65 Outperform DDM
05/08/17 OCBC CDL Hospitality 1.54 1.51 Hold
05/25/17 UOB Kay Hian CDL Hospitality 1.615 1.62 Hold
06/12/17 DBS Vickers CDL Hospitality 1.61 1.75 Buy
06/13/17 CIMB CDL Hospitality 1.63 1.52 Hold DDM
06/16/17 DIR CDL Hospitality 1.64 1.72 Outperform DDM
06/29/17 DMG & Partners CDL Hospitality 1.63 1.7 Buy DDM
06/29/17 OCBC CDL Hospitality 1.63 1.52 Hold Ex-rights $1.48 (20-for-100 @ $1.28)
07/04/17 DIR CDL Hospitality 1.62 1.58 Hold DDM
07/04/17 OCBC CDL Hospitality 1.62 1.48 Hold Ex-rights
07/12/17 DMG & Partners CDL Hospitality 1.56 1.7 Buy DDM
07/31/17 UOB Kay Hian CDL Hospitality 1.59 1.62 Hold DDM
07/31/17 OCBC CDL Hospitality 1.59 1.525 Hold
07/31/17 CIMB CDL Hospitality 1.59 1.56 Hold DDM
07/31/17 Credit Suisse CDL Hospitality 1.59 1.7 Outperform
07/31/17 DBS Vickers CDL Hospitality 1.59 1.75 Buy DCF
08/21/17 OCBC CDL Hospitality 1.62 1.525 Hold
08/28/17 DBS Vickers CDL Hospitality 1.605 1.75 Buy
09/21/17 DMG & Partners CDL Hospitality 1.6 1.7 Buy
10/11/17 DBS Vickers CDL Hospitality 1.64 1.75 Buy
10/23/17 UOB Kay Hian CDL Hospitality 1.63 1.62 Hold
10/23/17 DIR CDL Hospitality 1.63 1.61 Hold DDM
10/30/17 DMG & Partners CDL Hospitality 1.63 1.7 Buy
10/30/17 UOB Kay Hian CDL Hospitality 1.63 1.7 Hold DDM
10/30/17 OCBC CDL Hospitality 1.63 1.555 Hold
10/30/17 CIMB CDL Hospitality 1.63 1.62 Hold DDM
10/30/17 DBS Vickers CDL Hospitality 1.63 1.75 Buy DCF
11/20/17 DIR CDL Hospitality 1.64 1.61 Hold

Stock calls for 30 November 2017


Date Analyst Company Last Target Call Valuation
11/30/17 DMG & Partners APAC Realty 0.885 1.2 Buy DCF & PER15x FY18
11/30/17 OCBC CapitaRetail China 1.65 1.63 Hold
11/30/17 OCBC Frasers Centrepoint Trust 2.21 2.4 Buy
11/30/17 OCBC Mapletree Greater China 1.16 1.28 Buy
11/30/17 OCBC Mapletree Logistics 1.26 1.35 Buy
11/30/17 Kim Eng Singapore Medical 0.57 0.78 Buy

Petition for Khaw Boon Wan to step down!

https://www.change.org/p/lee-hsien-loong-khaw-boon-wan-should-take-a-deep-bow-and-resign-as-transport-minister/fbog/437729298?recruiter=437729298&utm_source=share_petition&utm_medium=facebook&utm_campaign=autopublish&utm_term=share_petition

There is an ongoing petition for Khaw Boon Wan to step down and this is petition is spreading on Facebook.

If you are interested to support this petition, please feel free to visit the website.

US warns North Korean that it would be destroyed utterly if there's a war.

https://sg.news.yahoo.com/u-warns-north-korean-leadership-utterly-destroyed-case-003822907.html

We already knew that but the USA failed to mention that Seoul and Tokyo would be completely destroyed along with NK because NK would nuke these 2 cities.

Therefore, are SK and Japan prepared to give up Seoul and Tokyo and millions of lives?

Wednesday, November 29, 2017

OMG! 2 Malaysian construction firms have formed a consortium to bid for KL-SG HSR.

https://www.thestar.com.my/business/business-news/2017/11/29/gamuda-teams-up-with-mrcb-for-hsr/

OMG! Malaysia has no experience in HSR construction but 2 Malaysian construction firms will try to bid for the KL-SG HSR.

I don't have faith in the HSR construction which is done by Malaysian firms because they've no experience in constructing HSR.  HSR is not like MRT because HSR is more complex compared to MRT.

Safety will be a BIG question mark for this HSR if it is constructed by Malaysian firms.

China uses Gwadar to its full advantage.

https://sg.news.yahoo.com/china-maneuvering-pak-cripple-india-via-cpec-us-084728199.html

No country can object to the China-Pakistan economic project because both countries are consenting parties and this is a transformative economic initiative that will boost the economic developments of these 2 countries.

In the past, the western countries and some Asian countries like Japan and India also objected to the BRI project.  In the end, many countries have applied to join the BRI including Japan which had objected the BRI previously.

http://sg-stock.blogspot.sg/2017/06/what-is-japan-thinking-it-just-shows.html

The Gwadar port used to be under the control of Singapore but Singapore did nothing to develop the port.  Thereafter, Pakistan kicked Singapore out and gave the port management and development authority to China.

http://sg-stock.blogspot.sg/2016/10/singapore-was-no-match-for-china-in.html

The Gwadar port is of strategic importance because of its location which is the sea lane connecting Gulf and the Arabian Sea.  SG had lost the golden opportunity to control such an important port.

CapitaRetail China (CRCT) - Stock calls


Date Analyst Company Last Target Call Valuation
01/08/16 DBS Vickers CapitaRetail China 1.415 1.69 Buy
02/04/16 OCBC CapitaRetail China 1.46 1.48 Hold
02/05/16 DBS Vickers CapitaRetail China 1.43 1.69 Buy
02/05/16 DIR CapitaRetail China 1.43 1.34 Hold DDM
02/10/16 JP Morgan CapitaRetail China 1.435 1.65 Overweight Cut from $1.85
02/10/16 Phillip CapitaRetail China 1.435 1.68 Buy DDM
04/14/16 DBS Vickers CapitaRetail China 1.455 1.69 Buy
04/14/16 DIR CapitaRetail China 1.455 1.4 Hold
04/14/16 OCBC CapitaRetail China 1.455 1.48 Hold
04/15/16 Phillip CapitaRetail China 1.475 1.55 Accumulate DDM
06/17/16 OCBC CapitaRetail China 1.495 1.43 Hold
07/18/16 Phillip CapitaRetail China 1.61 1.55 Accumulate DDM
07/27/16 JP Morgan CapitaRetail China 1.61 1.7 Overweight
07/27/16 Lim & Tan CapitaRetail China 1.61 0 Hold
07/28/16 DBS Vickers CapitaRetail China 1.555 1.6 Hold
07/28/16 DIR CapitaRetail China 1.555 1.4 Underperform DDM
07/28/16 OCBC CapitaRetail China 1.555 1.51 Hold DDM
08/16/16 DBS Vickers CapitaRetail China 1.545 1.6 Hold
08/19/16 JP Morgan CapitaRetail China 1.605 1.75 Overweight
08/19/16 Lim & Tan CapitaRetail China 1.605 0 Hold
08/22/16 DIR CapitaRetail China 1.6 1.45 Underperform DDM
08/22/16 OCBC CapitaRetail China 1.6 1.67 Buy
08/23/16 DBS Vickers CapitaRetail China 1.61 1.65 Hold DCF
08/23/16 Phillip CapitaRetail China 1.61 1.62 Accumulate DDM
10/03/16 OCBC CapitaRetail China 1.615 1.67 By
10/14/16 DIR CapitaRetail China 1.565 1.45 Underperform DDM
10/14/16 Phillip CapitaRetail China 1.565 1.62 Accumulate DDM
10/26/16 DBS Vickers CapitaRetail China 1.56 1.6 Hold DCF
10/26/16 OCBC CapitaRetail China 1.56 1.6 Hold DDM
11/08/16 DIR CapitaRetail China 1.455 1.35 Underperform DDM
11/08/16 JP Morgan CapitaRetail China 1.455 1.55 Overweight
12/01/16 DBS Vickers CapitaRetail China 1.38 1.6 Buy DCF
01/27/17 DIR CapitaRetail China 1.41 1.29 Underperform DDM
01/27/17 OCBC CapitaRetail China 1.41 1.56 Buy
01/31/17 DBS Vickers CapitaRetail China 1.41 1.6 Buy DCF
01/31/17 Phillip CapitaRetail China 1.41 1.44 Hold DDM
02/17/17 JP Morgan CapitaRetail China 1.42 1.55 Overweight
03/15/17 OCBC CapitaRetail China 1.415 1.56 Buy
04/18/17 DIR CapitaRetail China 1.475 1.29 Underperform
04/24/17 OCBC CapitaRetail China 1.515 1.58 Buy
04/25/17 DBS Vickers CapitaRetail China 1.495 1.68 Buy DCF
04/25/17 DIR CapitaRetail China 1.495 1.31 Underperform DDM
04/25/17 Phillip CapitaRetail China 1.495 1.44 Neutral DDM
07/12/17 OCBC CapitaRetail China 1.61 1.58 Hold
07/28/17 DIR CapitaRetail China 1.63 1.21 Underperform DDM
07/28/17 OCBC CapitaRetail China 1.63 1.55 Hold
07/28/17 DBS Vickers CapitaRetail China 1.63 1.7 Buy
07/31/17 Phillip CapitaRetail China 1.645 1.64 Neutral DDM
08/17/17 DBS Vickers CapitaRetail China 1.585 1.7 Buy DCF
09/15/17 OCBC CapitaRetail China 1.62 1.59 Hold
10/24/17 OCBC CapitaRetail China 1.685 1.61 Hold
10/24/17 DBS Vickers CapitaRetail China 1.685 1.8 Buy DCF, PB1.07x
10/25/17 Phillip CapitaRetail China 1.66 1.64 Neutral DDM

Capitamall Trust - Stock calls


Date Analyst Company Last Target Call Valuation
01/05/16 UOB Kay Hian Capitamall Trust 1.91 2.05 Hold Buy @ $1.74
01/08/16 DBS Vickers Capitamall Trust 1.91 2.05 Buy DCF
01/22/16 OCBC Capitamall Trust 1.96 2.1 Buy
01/25/16 CIMB Capitamall Trust 1.965 2.15 Add DDM
01/25/16 DIR Capitamall Trust 1.965 2.12 Outperform DDM
01/25/16 Kim Eng Capitamall Trust 1.965 1.66 Sell Yield 6.75%
01/26/16 Deutsche Capitamall Trust 1.965 2.05 Buy
02/02/16 DMG & Partners Capitamall Trust 2 2.29 Buy
02/25/16 Deutsche Capitamall Trust 2.06 2.1 Hold
03/03/16 DIR Capitamall Trust 3.07 2.18 Hold DDM
03/03/16 OCBC Capitamall Trust 3.07 2.1 Hold
03/07/16 CIMB Capitamall Trust 2.17 2.15 Hold DDM
03/17/16 DMG & Partners Capitamall Trust 2.1 2.37 Buy DDM
03/18/16 Lim & Tan Capitamall Trust 2.13 0 Hold
03/24/16 Deutsche Capitamall Trust 2.17 2.1 Hold
03/28/16 UOB Kay Hian Capitamall Trust 2.14 2.05 Hold
04/05/16 Deutsche Capitamall Trust 2.1 2.1 Hold
04/13/16 Kim Eng Capitamall Trust 2.12 1.97 Sell Yield 5.7%
04/18/16 CIMB Capitamall Trust 2.17 2.15 Hold DDM
04/18/16 Credit Suisse Capitamall Trust 2.17 2.22 Outperform
04/18/16 DBS Vickers Capitamall Trust 2.17 2.2 Hold
04/18/16 DMG & Partners Capitamall Trust 2.17 2.37 Buy DDM
04/18/16 OCBC Capitamall Trust 2.17 2.1 Hold
04/19/16 DIR Capitamall Trust 2.16 2.18 Hold DDM
04/27/16 UOB Kay Hian Capitamall Trust 2.14 2.05 Hold
05/17/16 Deutsche Capitamall Trust 2.06 2.1 Hold
05/17/16 Kim Eng Capitamall Trust 2.06 1.97 Sell
06/22/16 DMG & Partners Capitamall Trust 2.02 2.36 Buy
07/01/16 DBS Vickers Capitamall Trust 2.13 2.2 Hold
07/04/16 DMG & Partners Capitamall Trust 2.17 2.37 Buy
07/18/16 UOB Kay Hian Capitamall Trust 2.16 2.24 Hold
07/19/16 Credit Suisse Capitamall Trust 2.18 2.32 Outperform
07/22/16 Lim & Tan Capitamall Trust 2.22 0 Hold
07/25/16 CIMB Capitamall Trust 2.2 2.2 Hold DDM
07/25/16 Credit Suisse Capitamall Trust 2.2 2.3 Neutral
07/25/16 DIR Capitamall Trust 2.2 2.27 Hold DDM
07/25/16 Kim Eng Capitamall Trust 2.2 2.1 Hold
07/25/16 OCBC Capitamall Trust 2.2 2.23 Hold DDM
07/25/16 UOB Kay Hian Capitamall Trust 2.2 2.18 Sell DDM, Buy @ $1.90
07/26/16 DBS Vickers Capitamall Trust 2.15 2.23 Hold
07/26/16 Deutsche Capitamall Trust 2.15 2.1 Hold
08/01/16 UOB Kay Hian Capitamall Trust 2.14 2.18 Hold
08/16/16 DBS Vickers Capitamall Trust 2.18 2.23 Hold
08/16/16 Deutsche Capitamall Trust 2.18 2.2 Hold
08/31/16 Credit Suisse Capitamall Trust 2.14 2.3 Neutral
08/31/16 Lim & Tan Capitamall Trust 2.14 0 Buy
09/08/16 Lim & Tan Capitamall Trust 2.18 0 Hold
09/22/16 DBS Vickers Capitamall Trust 2.1 2.25 Buy DCF
10/14/16 DIR Capitamall Trust 2.11 2.27 Hold DDM
10/24/16 CIMB Capitamall Trust 2.11 2.2 Hold DDM
10/24/16 Credit Suisse Capitamall Trust 2.11 2.3 Neutral
10/24/16 DBS Vickers Capitamall Trust 2.11 2.25 Buy
11/16/16 Deutsche Capitamall Trust 1.9 2.1 Hold
11/22/16 DIR Capitamall Trust 1.885 2.12 Outperform DDM
11/22/16 Lim & Tan Capitamall Trust 1.885 0 Buy
12/02/16 DMG & Partners Capitamall Trust 1.93 2.36 Buy
12/06/16 Kim Eng Capitamall Trust 1.94 2.1 Hold
12/07/16 Deutsche Capitamall Trust 1.94 2.1 Hold
12/09/16 UOB Kay Hian Capitamall Trust 1.96 1.95 Hold
01/09/17 DBS Vickers Capitamall Trust 1.97 2.25 Buy DCF
01/12/17 HSBC Capitamall Trust 2.01 2.25 Buy
01/20/17 Lim & Tan Capitamall Trust 1.97 0 Hold
01/23/17 CIMB Capitamall Trust 1.985 1.98 Hold DDM
01/23/17 Credit Suisse Capitamall Trust 1.985 2.25 Neutral
01/23/17 DBS Vickers Capitamall Trust 1.985 2.17 Buy DCF, PB1.17x
01/23/17 DIR Capitamall Trust 1.985 2.16 Outperform DDM
01/23/17 DMG & Partners Capitamall Trust 1.985 2.07 Neutral DDM
01/23/17 OCBC Capitamall Trust 1.985 2.2 Buy
02/09/17 Credit Suisse Capitamall Trust 1.97 2.25 Neutral
02/28/17 Deutsche Capitamall Trust 1.965 2.1 Hold
03/07/17 UOB Kay Hian Capitamall Trust 1.935 1.95 Hold
03/10/17 DMG & Partners Capitamall Trust 1.925 2.07 Neutral
03/24/17 DIR Capitamall Trust 1.945 2.16 Outperform DDM
03/24/17 Lim & Tan Capitamall Trust 1.945 0 Buy
04/04/17 DBS Vickers Capitamall Trust 1.97 2.17 Buy DCF
04/07/17 DMG & Partners Capitamall Trust 1.965 2.07 Neutral
04/11/17 UOB Kay Hian Capitamall Trust 1.975 1.95 Hold
04/18/17 DIR Capitamall Trust 2 2.16 Outperform DDM
04/21/17 CIMB Capitamall Trust 2.01 2.05 Hold DDM
04/21/17 Credit Suisse Capitamall Trust 2.01 2.25 Neutral
04/21/17 OCBC Capitamall Trust 2.01 2.2 Buy
05/25/17 Deutsche Capitamall Trust 1.985 2.15 Buy
05/25/17 UOB Kay Hian Capitamall Trust 1.985 2.04 Hold
06/05/17 OCBC Capitamall Trust 1.955 2.2 Buy
06/06/17 DIR Capitamall Trust 1.95 2.16 Outperform
06/09/17 Deutsche Capitamall Trust 1.94 2.15 Buy RNAV & DDM
06/12/17 Phillip Capitamall Trust 1.925 2.01 Neutral DDM
06/16/17 DBS Vickers Capitamall Trust 1.94 2.17 Buy
06/22/17 Deutsche Capitamall Trust 1.945 2.15 Buy
07/04/17 DMG & Partners Capitamall Trust 1.965 2.07 Neutral
07/21/17 Lim & Tan Capitamall Trust 2 0 Hold
07/24/17 OCBC Capitamall Trust 2.03 2.2 Buy
07/24/17 DIR Capitamall Trust 2.03 2.2 Outperform DDM
07/24/17 Phillip Capitamall Trust 2.03 2.01 Neutral DDM, PB1x
07/24/17 UOB Kay Hian Capitamall Trust 2.03 2.04 Hold DDM
07/24/17 CIMB Capitamall Trust 2.03 2.11 Hold DDM
07/24/17 DBS Vickers Capitamall Trust 2.03 2.17 Buy
07/24/17 DMG & Partners Capitamall Trust 2.03 2.08 Neutral
08/04/17 OCBC Capitamall Trust 2.02 2.2 Buy
08/07/17 DBS Vickers Capitamall Trust 2.02 2.19 Buy
08/25/17 Credit Suisse Capitamall Trust 2.13 2.32 Outperform
09/13/17 Credit Suisse Capitamall Trust 2.11 2.32 Outperform
09/21/17 DMG & Partners Capitamall Trust 2.05 2.08 Neutral
10/23/17 Phillip Capitamall Trust 2.04 2.01 Neutral DDM, PB1x
10/23/17 UOB Kay Hian Capitamall Trust 2.04 2.04 Hold DDM
10/23/17 Credit Suisse Capitamall Trust 2.04 2.3 Outperform
10/23/17 OCBC Capitamall Trust 2.04 2.2 Buy
10/23/17 CIMB Capitamall Trust 2.04 2.15 Hold DDM
10/23/17 DBS Vickers Capitamall Trust 2.04 2.19 Buy
10/23/17 Lim & Tan Capitamall Trust 2.04 0 Hold Buy @ $1.90
10/24/17 DMG & Partners Capitamall Trust 2.06 2.08 Neutral DDM

Stock calls for 29 November 2017


Date Analyst Company Last Target Call Valuation
11/29/17 DMG & Partners Dairy Farm 8.31 9.53 Buy
11/29/17 OCBC Keppel Corp 7.74 8.41 Buy
11/29/17 DBS Vickers Manulife US Reit 0.865 0.99 Buy
11/29/17 Phillip Nam Lee 0.395 0.56 Buy DCF, PER11.1x FY18, PB0.96x FY18
11/29/17 DMG & Partners Raffles Medical 1.06 1.1 Neutral
11/29/17 DMG & Partners Sheng Siong 0.95 0.98 Neutral
11/29/17 UOB Kay Hian Tuan Sing 0.415 0.71 Buy Sum of parts

Japan eateries are coming into Singapore.

https://sg.style.yahoo.com/24-hour-japanese-discount-store-don-don-donki-open-orchard-central-1-dec-10am-034620438.html

http://www.channelnewsasia.com/news/singapore/japanese-food-court-to-open-at-changi-airport-terminal-2-on-nov-9366048

Do you dare to eat imported Japanese food when the USA FDA deems it to be unsafe for consumption?

http://sg-stock.blogspot.sg/2017/11/is-japan-food-safe-for-consumption-part.html

Food & Drug Administration (FDA) is in charge of Food & Drug safety in the USA.

When Japan cannot export its food to the USA, it is exporting to SG, Taiwan and other Asian countries.

North Korea fired an ICBM but the US and Japan didn't do anything to intercept.

https://sg.news.yahoo.com/north-korea-fires-ballistic-missile-u-government-sources-192352938.html

The USA and Japan didn't intercept the ICBM fired by the North Korea.

Why?

This was because the ICBM flew beyond the altitudes of THAAD and other missiles defence system.


China will deploy its latest DF-41 ICBM in 2018.

http://en.people.cn/n3/2017/1128/c90000-9297997.html

DF-41 can strike anywhere because it has 12,000km range and can carry 10 maneuverable nuclear warheads at supersonic speed of Mach 25.

https://en.wikipedia.org/wiki/DF-41

The USA THAAD system is useless against such ICBMs because of the high maneuverability and supersonic speed.

Tuesday, November 28, 2017

Singapore GST could rise by 2% in 2018 budget.

https://sg.news.yahoo.com/singapores-gst-rise-2-percentage-points-budget-2018-dbs-092915686.html

This 2% increase in GST is projected by our largest market capitalization company on SGX, DBS.

I guess DBS is making this projection on the premise of PM Lee's speech earlier.

No wonder PM Lee was prepping SG for tax increases in our previous post as he had already made the tax decision.

http://sg-stock.blogspot.sg/2017/11/singapore-government-is-going-to.html