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Monday, December 11, 2017

Croesus RT - Stock calls


Date Analyst Company Last Target Call Valuation
01/08/16 DBS Vickers Croesus RT 0.795 0.86 Hold
02/11/16 Amfrasers Croesus RT 0.805 0.89 Buy DDM
02/12/16 CIMB Croesus RT 0.795 0.95 Add DDM
02/12/16 DMG & Partners Croesus RT 0.795 0.93 Buy
03/24/16 Lim & Tan Croesus RT 0.815 0 Hold
03/28/16 CIMB Croesus RT 0.78 0.88 Add DDM
04/08/16 CIMB Croesus RT 0.825 0.91 Add DDM
04/08/16 Lim & Tan Croesus RT 0.825 0 Hold
04/08/16 phillip Croesus RT 0.825 0.93 Neutral DDM
05/13/16 Amfrasers Croesus RT 0.83 0.79 Hold
05/16/16 CIMB Croesus RT 0.83 0.98 Add DDM
05/17/16 DBS Vickers Croesus RT 0.825 0.9 Buy DCF
06/14/16 DBS Vickers Croesus RT 0.81 0.9 Buy
07/18/16 phillip Croesus RT 0.845 0.93 Neutral
08/16/16 DBS Vickers Croesus RT 0.845 0.9 Buy
08/26/16 Lim & Tan Croesus RT 0.865 0 Buy
08/29/16 CIMB Croesus RT 0.86 0.98 Add DDM
08/29/16 DBS Vickers Croesus RT 0.86 0.99 Buy
08/29/16 DMG & Partners Croesus RT 0.86 0.93 Buy
08/30/16 phillip Croesus RT 0.855 0.93 Accumulate DDM
10/14/16 phillip Croesus RT 0.845 0.93 Accumulate
11/08/16 DBS Vickers Croesus RT 0.86 0.99 Buy DCF
11/14/16 CIMB Croesus RT 0.845 0.98 Add DDM
11/14/16 phillip Croesus RT 0.845 0.93 Accumulate DDM
01/03/17 DMG & Partners Croesus RT 0.835 0.96 Buy
01/09/17 DBS Vickers Croesus RT 0.845 0.99 Buy DCF
02/15/17 CIMB Croesus RT 0.875 0.98 Add DDM
02/15/17 DBS Vickers Croesus RT 0.875 0.99 Buy DCF
02/15/17 DMG & Partners Croesus RT 0.875 0.96 Buy DDM
02/15/17 phillip Croesus RT 0.875 0.93 Accumulate DDM
03/17/17 DBS Vickers Croesus RT 0.885 0.99 Buy
04/10/17 DBS Vickers Croesus RT 0.915 0.99 Buy
05/16/17 DMG & Partners Croesus RT 1 1 Neutral DDM, Up from $0.97
05/17/17 DBS Vickers Croesus RT 0.995 1.15 Buy DCF
05/17/17 phillip Croesus RT 0.995 1.08 Accumulate DDM
06/16/17 DBS Vickers Croesus RT 1.015 1.15 Buy
06/29/17 CIMB Croesus RT 1.175 1.17 Add Offer price $1.17
06/29/17 DMG & Partners Croesus RT 1.175 1.17 Take Profit Offer price $1.17
06/29/17 phillip Croesus RT 1.175 1.17 Accept Offer Offer price $1.17
06/30/17 Amfrasers Croesus RT 1.185 1.18 Trading Buy

Stock calls for 11 December 2017


Date Analyst Company Last Target Call Valuation
12/11/17 CIMB City Developments 12.31 13.15 Add RNAV (20% discount)
12/11/17 CIMB Comfortdelgro 1.91 2.15 Hold
12/11/17 Kim Eng Comfortdelgro 1.91 2.4 Buy DCF
12/11/17 phillip Comfortdelgro 1.91 2.69 Buy DCF
12/11/17 UOB Kay Hian Comfortdelgro 1.91 2.25 Buy PER16.6x
12/11/17 Lim & Tan Comfortdelgro 1.91 0 Hold
12/11/17 DBS Vickers ESR-Reit 0.565 0.62 Buy
12/11/17 OCBC First Reit 1.39 1.44 Buy
12/11/17 DBS Vickers Mapletree Commercial 1.58 1.75 Buy
12/11/17 NRA Regal 0.135 0.3 Overweight

China is preparing refugee camps at the Jilin-NK border.

https://www.ft.com/content/3afb2902-dbd9-11e7-a039-c64b1c09b482

China is preparing for the Korean Peninsula war.  First, it prepares its border citizens for a nuclear war and then prepares refugee camps at the border.  China's troops are already amassing the border for any war outbreak.

Malaysia's joke of the day!

https://sg.news.yahoo.com/malaysian-military-ready-roll-jerusalem-hishammuddin-says-082900736.html

This is what I called TOMBSTONE courage!

The Israelis are better trained and better armed than the Malaysian soldiers.  This will be a carnage for Malaysia if it wants to fight the Israelis.  Just leave the war to the big boys.  Only the Russians can exterminate the Israelis.

Sunday, December 10, 2017

Medical robot passed China medical examination with flying colours.

http://www.chinadaily.com.cn/bizchina/tech/2017-11/10/content_34362656.htm

A medical robot passed China medical exam and got a medical licence.  It will be put into medical practice in 2018.

This is really a great news as the medical standard will be improved and medical cost can be contained because medical doctors cannot keep on asking for raises now.  Yeah!

Saturday, December 9, 2017

Bloodshed is happening in Middle East because of USA.

https://sg.news.yahoo.com/trump-recognize-jerusalem-israels-capital-020407198.html

The USA is eager to create conflicts in the Middle East to reap the benefits of the chaos.  This will allow the USA the opportunity to be the mediator and also sell more military weapons to the Middle East.

Philippines sets up its first "Comfort Woman" statue.

More and more countries are setting up "Comfort Woman" statues in their own countries to remind Japan of its atrocities.  Great effort by the Philippines!

China will not allow a Korean Peninsula war.

https://news.cgtn.com/news/7a49544f30637a6333566d54/share_p.html

This comes as a great news for South Korea because SK is worried about a Korean Peninsula war as its citizens will suffer the most, most notably, massive deaths if NK nukes Seoul.  It is the USA that is eager to have a Korean Peninsula war.  SK is regretting its decision to get the USA's involvement now and is relying on China to defuse the situation.

http://sg-stock.blogspot.sg/2017/12/south-korea-has-awakened-to-harsh.html

Baltic dry index - 1702

Today, Friday, December 08 2017, the Baltic Dry Index climbed by 23 points, reaching 1702 points.
Baltic Dry Index is compiled by the London-based Baltic Exchange and covers prices for transported cargo such as coal, grain and iron ore. The index is based on a daily survey of agents all over the world. Baltic Dry hit a temporary peak on May 20, 2008, when the index hit 11,793. The lowest level ever reached was on Wednesday the 10th of February 2016, when the index dropped to 290 points.
=========================
Related stock: Sembcorp Marine, Cosco & Pan Ocean

US rig count - 931

8 December 2017

Baker Hughes reports U.S. rig count up 2 to 931 rigs Baker Hughes reports that the U.S. rig count is up 2 rigs from last week to 931, with oil rigs up 2 to 751, gas rigs unchanged at 180, and miscellaneous rigs unchanged. The U.S. Rig Count is up 307 rigs from last year's count of 624, with oil rigs up 253, gas rigs up 55, and miscellaneous rigs down 1 to 1. The U.S. Offshore Rig Count is unchanged from last week at 20 and down 2 rigs year-over-year. The Canada Rig Count is down 3 rigs from last week to 219, with oil rigs up 1 to 112 and gas rigs down 4 to 107. The Canada Rig Count is down 11 rigs from last year's count of 230, with oil rigs down 5, gas rigs down 5, and miscellaneous rigs down 1 to 1.

==========================

Related stocks: Keppel Corp, Sembcorp Marine & Cosco

Friday, December 8, 2017

South Korea has awakened to the harsh reality.

https://qz.com/1151129/south-koreans-are-not-cool-with-how-americans-and-chinese-are-being-reassured-over-north-korea/

The South Korea has awakened to the harsh reality now that it is the only country that will die millions of people in the event of a Korean Peninsula war.

Well, this is the repercussion for getting the USA involved in dealing with NK and installing THAAD.

http://sg-stock.blogspot.sg/2017/11/us-warns-north-korean-that-it-would-be.html

Courts Asia - Stock calls


Date Analyst Company Last Target Call Valuation
02/15/16 CIMB CourtsAsia 0.315 0.42 Add PER9.6x CY16
03/24/16 DBS Vickers CourtsAsia 0.315 0.44 Buy
05/30/16 CIMB CourtsAsia 0.325 0.49 Add PER9.6x CY17
05/30/16 DBS Vickers CourtsAsia 0.325 0.45 Buy
08/15/16 CIMB CourtsAsia 0.42 0.5 Add PER9.6x CY17
08/15/16 DBS Vickers CourtsAsia 0.42 0.45 Buy PER10x FY17
09/19/16 CIMB CourtsAsia 0.41 0.53 Add PER10.2x CY17
11/10/16 CIMB CourtsAsia 0.44 0.6 Add PER10.2x CY18
11/11/16 DBS Vickers CourtsAsia 0.45 0.5 Buy PER10x FY17/18
12/09/16 DBS Vickers CourtsAsia 0.45 0.5 Buy
02/08/17 DBS Vickers CourtsAsia 0.435 0.51 Buy PER10x FY17/18
06/30/17 CIMB CourtsAsia 0.43 0.6 Add PER10.2x CY18
06/30/17 DBS Vickers CourtsAsia 0.43 0.5 Buy
08/14/17 DBS Vickers CourtsAsia 0.425 0.49 Buy PER10x FY18
11/13/17 DBS Vickers CourtsAsia 0.345 0.36 Hold PER10x FY19

Cosco - Stock calls


Date Analyst Company Last Target Call Valuation
01/26/16 Deutsche Cosco 0.335 0.36 Hold
02/16/16 Credit Suisse Cosco 0.32 0.25 Underperform PB0.7x FY15
02/17/16 DBS Vickers Cosco 0.305 0.24 Fully Valued
03/07/16 UOB Kay Hian Cosco 0.36 0.36 Sell
03/17/16 DIR Cosco 0.38 0.3 Sell
04/20/16 DBS Vickers Cosco 0.35 0.24 Fully Valued
05/09/16 DBS Vickers Cosco 0.33 0.3 Hold PB1x FY16
05/20/16 UOB Kay Hian Cosco 0.325 0.36 Sell
07/15/16 DIR Cosco 0.31 0.26 Sell
08/08/16 Credit Suisse Cosco 0.275 0.25 Underperform
08/10/16 DBS Vickers Cosco 0.265 0.3 Hold
11/15/16 DBS Vickers Cosco 0.26 0.27 Hold PB1x FY16
02/27/17 DBS Vickers Cosco 0.28 0.27 Hold PB1.8x FY16
05/08/17 DBS Vickers Cosco 0.285 0.27 Hold PB1.2x
07/21/17 DBS Vickers Cosco 0.31 0.27 Hold
08/08/17 DBS Vickers Cosco 0.3 0.27 Hold PB1.2x
11/07/17 DBS Vickers Cosco 0.355 0.33 Hold PB1.4x

Stock calls for 8 December 2017


Date Analyst Company Last Target Call Valuation
12/08/17 Lim & Tan Capitaland 3.44 0 Buy
12/08/17 CIMB Cogent 1.01 1.02 Accept Offer Offer $1.02
12/08/17 phillip DBS 24.24 29.3 Buy
12/08/17 UOB Kay Hian Keppel Corp 7.49 8.98 Buy Sum of parts
12/08/17 phillip OCBC 12.12 13.48 Buy
12/08/17 phillip UOB 25.63 25.22 Accumulate

Latest update on KL-SG HSR.

http://www.worldnews.easybranches.com/regions/asia/kl-singapore-high-speed-rail-to-run-4-trains-per-hour-513787

The interval time has been extended to 30 minutes per train now.

https://sg-stock.blogspot.sg/2017/10/kl-sg-hsr-ticket-price-will-be-around.html

Iphone X has bad review and its sales will be affected.

https://www.macrumors.com/2017/12/05/iphone-x-consumer-reports-ranking-below-iphone-8/

Apple cannot rely on its flagship iphone X to boost its share price anymore because iphone X has a bad review which puts it below iphone 8.  Iphone 8 sales figures are not great and we can infer this on iphone X sales too.


South Korea to ban Bitcoin derivatives.

https://sg.finance.yahoo.com/news/report-bitcoin-derivatives-banned-south-030158584.html

South Korea will ban Bitcoin derivatives such as bitcoin futures, options, etc.

This is not surprising as we've stated in our previous post that SK will take further action against bitcoins.

https://sg-stock.blogspot.sg/2017/11/south-korea-will-take-further-action.html

Thursday, December 7, 2017

Comfortdelgro - Stock calls


Date Analyst Company Last Target Call Valuation
01/04/16 DIR Comfortdelgro 3.05 3.55 Buy DCF
01/05/16 OCBC Comfortdelgro 3 3.4 Buy DDM
01/06/16 UOB Kay Hian Comfortdelgro 3.04 3.3 Buy DCF
01/26/16 Deutsche Comfortdelgro 2.84 3.88 Buy
02/10/16 CIMB Comfortdelgro 2.86 3.27 Add DCF
02/11/16 UOB Kay Hian Comfortdelgro 2.83 3.3 Buy DCF, PB2.3x FY16
02/15/16 Deutsche Comfortdelgro 2.79 3.88 Buy
02/15/16 DIR Comfortdelgro 2.79 3.38 Buy DCF
02/15/16 DMG & Partners Comfortdelgro 2.79 3.6 Buy DCF
02/15/16 Kim Eng Comfortdelgro 2.79 2.8 Hold PER17x FY16
02/15/16 Lim & Tan Comfortdelgro 2.79 0 Buy
02/15/16 OCBC Comfortdelgro 2.79 3.4 Buy DDM
02/15/16 phillip Comfortdelgro 2.79 3.21 Accumulate DCF
02/15/16 UBS Comfortdelgro 2.79 3.57 Buy
02/15/16 UOB Kay Hian Comfortdelgro 2.79 3.16 Buy DCF
02/16/16 DBS Vickers Comfortdelgro 2.87 3.24 Buy
03/03/16 Credit Suisse Comfortdelgro 3.01 3.7 Outperform
03/03/16 Deutsche Comfortdelgro 3.01 3.51 Buy
03/09/16 OCBC Comfortdelgro 2.95 3.4 Buy
03/21/16 DIR Comfortdelgro 2.97 3.59 Buy DCF
03/28/16 Kim Eng Comfortdelgro 2.96 2.8 Hold PER17x FY16
04/07/16 DIR Comfortdelgro 2.85 3.59 Buy DCF
04/11/16 UOB Kay Hian Comfortdelgro 2.87 3.16 Buy DCF
04/13/16 CIMB Comfortdelgro 2.81 3.27 Add
04/13/16 Credit Suisse Comfortdelgro 2.81 3.7 Outperform
04/13/16 DMG & Partners Comfortdelgro 2.81 3.6 Buy DCF
04/13/16 OCBC Comfortdelgro 2.81 3.4 Buy
04/13/16 phillip Comfortdelgro 2.81 3.21 Accumulate
04/29/16 Deutsche Comfortdelgro 2.85 3.51 Buy DCF
05/13/16 CIMB Comfortdelgro 2.77 3.27 Add DCF CY16
05/13/16 DBS Vickers Comfortdelgro 2.77 3.23 Buy
05/13/16 DIR Comfortdelgro 2.77 3.59 Buy DCF
05/13/16 DMG & Partners Comfortdelgro 2.77 3.4 Buy DCF
05/13/16 OCBC Comfortdelgro 2.77 3.4 Buy
05/13/16 phillip Comfortdelgro 2.77 3.21 Accumulate DCF
05/13/16 UOB Kay Hian Comfortdelgro 2.77 3.16 Buy DCF
06/02/16 DIR Comfortdelgro 2.7 3.59 Buy DCF
06/08/16 DMG & Partners Comfortdelgro 2.74 3.4 Buy
06/08/16 OCBC Comfortdelgro 2.74 3.4 Buy DDM
06/10/16 Deutsche Comfortdelgro 2.73 3.51 Buy
06/21/16 UOB Kay Hian Comfortdelgro 2.73 3.16 Buy DCF
06/27/16 DMG & Partners Comfortdelgro 2.67 3.25 Buy DCF
06/27/16 phillip Comfortdelgro 2.67 3.21 Buy DCF
07/01/16 UOB Kay Hian Comfortdelgro 2.75 3.16 Buy DCF
07/19/16 Credit Suisse Comfortdelgro 2.9 3.53 Outperform DCF
07/21/16 CIMB Comfortdelgro 2.94 2.91 Hold DCF
07/21/16 DIR Comfortdelgro 2.94 3.59 Buy DCF
07/21/16 Kim Eng Comfortdelgro 2.94 2.8 Hold
07/27/16 OCBC Comfortdelgro 2.82 3.21 Hold DCF
07/27/16 UBS Comfortdelgro 2.82 3.37 Buy
08/15/16 CIMB Comfortdelgro 2.86 2.91 Hold DCF
08/15/16 Citigroup Comfortdelgro 2.86 3.22 Buy
08/15/16 DBS Vickers Comfortdelgro 2.86 3.17 Buy DCF & PER19x FY17
08/15/16 Deutsche Comfortdelgro 2.86 3.3 Buy
08/15/16 DIR Comfortdelgro 2.86 3.54 Buy DCF
08/15/16 DMG & Partners Comfortdelgro 2.86 3.25 Buy
08/15/16 OCBC Comfortdelgro 2.86 3.21 Buy
08/15/16 phillip Comfortdelgro 2.86 3.21 Accumulate DCF, PER22.9x FY16
08/15/16 UBS Comfortdelgro 2.86 3.27 Buy
08/15/16 UOB Kay Hian Comfortdelgro 2.86 3.22 Buy DCF
09/01/16 Credit Suisse Comfortdelgro 2.83 3.6 Outperform
09/01/16 DIR Comfortdelgro 2.83 3.54 Buy
09/20/16 UOB Kay Hian Comfortdelgro 2.79 3.11 Buy PER17.9x FY17
09/20/16 Nomura Comfortdelgro 2.79 3.03 Neutral Cut from $3.47
10/04/16 OCBC Comfortdelgro 2.85 3.1 Buy DCF
10/07/16 DIR Comfortdelgro 2.82 3.54 Buy DCF
10/14/16 Credit Suisse Comfortdelgro 2.74 3.6 Outperform
10/28/16 Deutsche Comfortdelgro 2.67 3 Buy
10/28/16 OCBC Comfortdelgro 2.67 3.09 Buy DCF
10/28/16 phillip Comfortdelgro 2.67 3.19 Accumulate DCF, PER22.8x FY16
11/01/16 DBS Vickers Comfortdelgro 2.54 3.17 Buy
11/10/16 Credit Suisse Comfortdelgro 2.45 3.6 Outperform
11/14/16 CIMB Comfortdelgro 2.46 2.86 Add DCF CY17
11/14/16 DIR Comfortdelgro 2.46 3.64 Buy DCF
11/14/16 Kim Eng Comfortdelgro 2.46 2.63 Hold PER17x FY17
11/14/16 Lim & Tan Comfortdelgro 2.46 0 Buy
11/14/16 OCBC Comfortdelgro 2.46 3.08 Buy DCF
11/14/16 phillip Comfortdelgro 2.46 2.92 Buy DCF, PER19.7x FY16
11/14/16 UBS Comfortdelgro 2.46 3.28 Buy
11/14/16 UOB Kay Hian Comfortdelgro 2.46 2.9 Buy PER17.9x FY17
11/15/16 DBS Vickers Comfortdelgro 2.41 3.09 Buy DCF
11/17/16 DMG & Partners Comfortdelgro 2.44 3.19 Buy
12/06/16 CIMB Comfortdelgro 2.58 2.86 Add DCF
12/07/16 Deutsche Comfortdelgro 2.61 3 Buy
12/08/16 Citigroup Comfortdelgro 2.59 3.22 Buy
12/15/16 DBS Vickers Comfortdelgro 2.58 3.09 Buy DCF
12/22/16 CIMB Comfortdelgro 2.55 3.24 Buy
12/22/16 Deutsche Comfortdelgro 2.55 3.1 Buy
12/22/16 DIR Comfortdelgro 2.55 3.67 Buy DCF
12/22/16 DMG & Partners Comfortdelgro 2.55 2.91 Buy
01/03/17 CIMB Comfortdelgro 2.47 2.91 Add DCF CY17
01/03/17 DMG & Partners Comfortdelgro 2.47 3.24 Buy DCF
01/04/17 OCBC Comfortdelgro 2.5 2.95 Buy DCF
01/05/17 Credit Suisse Comfortdelgro 2.51 3.6 Outperform
01/06/17 UBS Comfortdelgro 2.53 3.43 Buy
01/12/17 DIR Comfortdelgro 2.53 3.67 Buy DCF
02/06/17 Credit Suisse Comfortdelgro 2.37 3.6 Outperform
02/13/17 CIMB Comfortdelgro 2.51 2.91 Add DCF
02/13/17 Credit Suisse Comfortdelgro 2.51 3.35 Outperform
02/13/17 DBS Vickers Comfortdelgro 2.51 2.94 Buy DCF & PER
02/13/17 DIR Comfortdelgro 2.51 3.51 Buy DCF
02/13/17 DMG & Partners Comfortdelgro 2.51 3 Buy DCF
02/13/17 OCBC Comfortdelgro 2.51 2.95 Buy
02/13/17 phillip Comfortdelgro 2.51 2.94 Accumulate DCF, PER19.8x FY17
02/13/17 UOB Kay Hian Comfortdelgro 2.51 2.47 Hold PER16.5x, Buy @ $2.20
03/06/17 Credit Suisse Comfortdelgro 2.51 3.35 Outperform
03/06/17 Nomura Comfortdelgro 2.51 2.56 Neutral
03/17/17 DBS Vickers Comfortdelgro 2.53 2.94 Buy
03/27/17 OCBC Comfortdelgro 2.52 2.95 Buy
03/30/17 UOB Kay Hian Comfortdelgro 2.6 2.47 Hold PER16.5x, Buy @ $2.35
04/04/17 OCBC Comfortdelgro 2.58 2.95 Buy
04/07/17 Credit Suisse Comfortdelgro 2.63 3.35 Outperform
04/12/17 DIR Comfortdelgro 2.63 3.51 Buy DCF
04/19/17 Deutsche Comfortdelgro 2.66 2.9 Buy
04/20/17 DBS Vickers Comfortdelgro 2.61 2.94 Buy
04/20/17 OCBC Comfortdelgro 2.61 2.95 Buy
04/21/17 DIR Comfortdelgro 2.66 3.54 Buy DCF
05/12/17 DMG & Partners Comfortdelgro 2.72 3 Buy DCF
05/15/17 CIMB Comfortdelgro 2.69 2.78 Hold DCF FY17
05/15/17 Credit Suisse Comfortdelgro 2.69 3.35 Outperform
05/15/17 DBS Vickers Comfortdelgro 2.69 2.78 Hold DCF & PER15x FY17/18
05/15/17 DIR Comfortdelgro 2.69 3.49 Buy DCF
05/15/17 OCBC Comfortdelgro 2.69 2.88 Buy
05/15/17 phillip Comfortdelgro 2.69 3.02 Accumulate DCF, PER23.4x FY17
06/09/17 Deutsche Comfortdelgro 2.4 2.9 Buy DCF
06/09/17 Kim Eng Comfortdelgro 2.4 2.64 Hold PER17x FY17
06/27/17 UOB Kay Hian Comfortdelgro 2.37 2.37 Hold PER16.7x, Buy @ $2.20
07/04/17 DMG & Partners Comfortdelgro 2.3 3 Buy
07/04/17 Nomura Comfortdelgro 2.3 1.98 Reduce
07/13/17 DIR Comfortdelgro 2.28 3.49 Buy DCF
08/14/17 phillip Comfortdelgro 2.31 2.78 Buy DCF, PER20.6x FY17
08/14/17 DIR Comfortdelgro 2.31 3.36 Buy DCF
08/14/17 UOB Kay Hian Comfortdelgro 2.31 2.37 Hold PER16.6x, Buy @ $2.20
08/14/17 Credit Suisse Comfortdelgro 2.31 3.2 Outperform
08/14/17 DMG & Partners Comfortdelgro 2.31 2.6 Buy DCF
08/14/17 OCBC Comfortdelgro 2.31 2.7 Buy
08/14/17 CIMB Comfortdelgro 2.31 2.46 Hold DCF
08/14/17 Kim Eng Comfortdelgro 2.31 2.25 Hold PER16x FY17
08/15/17 DBS Vickers Comfortdelgro 2.3 2.33 Hold DCF, PER13x FY18
08/24/17 UOB Kay Hian Comfortdelgro 2.36 2.37 Hold PER16.6x, Buy @ $2.25
09/06/17 DIR Comfortdelgro 2.21 3.19 Buy DCF
09/15/17 Nomura Comfortdelgro 2.18 1.98 Reduce PER13x FY18
09/19/17 DBS Vickers Comfortdelgro 2.07 2.33 Hold DCF, PER13x FY18
09/20/17 DIR Comfortdelgro 2.01 2.09 Hold DCF
09/28/17 CIMB Comfortdelgro 1.985 2.15 Hold DCF
09/29/17 UOB Kay Hian Comfortdelgro 2.04 2.34 Buy PER16.6x
09/29/17 Kim Eng Comfortdelgro 2.04 2.4 Buy DCF, PER16.3x FY18
10/04/17 OCBC Comfortdelgro 2.04 2.12 Hold Buy @ $1.90
10/25/17 CIMB Comfortdelgro 2.03 2.15 Hold DCF
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 Buy @ $1.90 or below
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
11/14/17 DMG & Partners Comfortdelgro 2.1 2 Neutral DCF, PER14.5x FY18

Cogent - Stock calls


Date Analyst Company Last Target Call Valuation
02/02/16 phillip Cogent 0.435 0.54 Buy DDM
03/02/16 phillip Cogent 0.46 0.64 Buy DDM, PER10.8x FY16
05/16/16 phillip Cogent 0.495 0.7 Buy DDM, PER10.4x FY16
07/27/16 phillip Cogent 0.67 0.7 Accumulate DDM
08/16/16 phillip Cogent 0.69 0.74 Accumulate DDM, PER10.5x
09/13/16 phillip Cogent 0.825 1.11 Buy DDM, PER15.3x
10/21/16 phillip Cogent 0.76 1.11 Buy DDM, PER15.6x
11/14/16 phillip Cogent 0.695 1.11 Buy DDM
02/28/17 phillip Cogent 0.79 1.08 Buy DCF, PER17x FY17
05/02/17 phillip Cogent 0.81 1.08 Buy DCF, PER17x FY17
05/15/17 phillip Cogent 0.79 1.18 Buy DCF, PER18.6x FY17
08/14/17 phillip Cogent 0.805 1.12 Buy DCF, PER16.5x FY17
09/14/17 phillip Cogent 0.815 1.12 Buy DCF, PER16.5x FY17
11/06/17 phillip Cogent 0.99 1.12 Reject Offer DCF, Offer $1.02

Stock calls for 7 December 2017


Date Analyst Company Last Target Call Valuation
12/07/17 Lim & Tan City Developments 11.78 0 Buy
12/07/17 Kim Eng Guocoland 2.09 2.95 Buy RNAV (20% discount)
12/07/17 UOB Kay Hian Kimly 0.355 0.45 Buy DCF, PER22.8x FY18
12/07/17 OCBC Roxy-Pacific 0.54 0.6 Buy

Noble Group's bankruptcy alert.

https://www.bloomberg.com/news/articles/2017-12-07/noble-group-faces-key-deadlines-as-threat-of-default-lingers?utm_source=yahoo&utm_medium=bd&utm_campaign=headline&cmpId=yhoo.headline&yptr=yahoo

Noble Group's default threat looms.  If Noble cannot extend its USD$1.1b credit facility in December, it will go into default mode as it has USD$3.5b debt to pay.

Noble has just lost DBS support.  If the next bank refuses to grant the credit facility extension, the game is over for Noble.

Wednesday, December 6, 2017

China is prepping its border citizens for nuclear war.

https://sg.news.yahoo.com/chinese-state-media-tells-readers-survive-nuclear-attack-053608705.html

China is educating its border citizens on nuclear attack survival skills.  This means that China sees a possibility of a nuclear war when US launches an attack against NK and NK will retaliate with nuclear missiles at Seoul & Tokyo.

If the USA cannot exterminate NK completely in the first strike, SK and Japan will suffer.

CNMC - Stock calls


Date Analyst Company Last Target Call Valuation
03/01/16 NRA CNMC 0.22 0.445 Overweight
04/11/16 NRA CNMC 0.215 0.425 Overweight FCFE
05/16/16 NRA CNMC 0.265 0.43 Overweight
06/21/16 Amfraserss CNMC 0.335 0.48 Strong Buy PER9.3x
06/29/16 Amfraserss CNMC 0.38 0.51 Buy PER9.3x
06/30/16 NRA CNMC 0.405 0.43 Overweight
07/26/16 NRA CNMC 0.44 0.43 Overweight
07/27/16 Amfraserss CNMC 0.495 0.51 Buy
08/12/16 Amfraserss CNMC 0.545 0.64 Buy PER9.3x FY16/17
08/25/16 Amfraserss CNMC 0.6 0.82 Buy
09/15/16 phillip CNMC 0.515 1.03 Buy DCF
11/09/16 Amfraserss CNMC 0.515 0.73 Buy PER13x FY16/17
11/09/16 phillip CNMC 0.515 1.01 Buy DCF
11/17/16 DBS Vickers CNMC 0.45 0.65 Buy DCF & PER14x FY17
01/13/17 DBS Vickers CNMC 0.45 0.65 Buy DCF & PER14x FY17
02/24/17 phillip CNMC 0.41 0.68 Buy FCFE (DDM)
02/27/17 DBS Vickers CNMC 0.415 0.6 Buy DCF & PER14x FY17
05/17/17 phillip CNMC 0.295 0.44 Buy DCF
05/18/17 DBS Vickers CNMC 0.32 0.31 Hold DCF & PER14x FY17
06/28/17 NRA CNMC 0.26 0.38 Overweight FCFE
07/26/17 NRA CNMC 0.295 0.38 Overweight
08/17/17 phillip CNMC 0.27 0.29 Neutral DCF
11/14/17 phillip CNMC 0.28 0.3 Neutral DCF