Date | Analyst | Company | Last | Target | Call | Valuation |
08/24/17 | NRA | Astaka | 0.092 | 0.13 | Overweight | RNAV (56% discount) |
Thursday, April 19, 2018
Astaka - Stock calls
Aspen - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
09/29/17 | CIMB | Aspen | 0.23 | 0.29 | Add | |
10/20/17 | DMG & Partners | Aspen | 0.22 | 0.31 | Buy | RNAV (45% discount) |
11/14/17 | CIMB | Aspen | 0.22 | 0.29 | Add | RNAV (45% discount) |
04/02/18 | CIMB | Aspen | 0.215 | 0.29 | Add | RNAV (45% discount) |
Stock calls for 19 April 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
04/19/18 | UOB Kay Hian | ART | 1.14 | 1.23 | Hold | DDM |
04/19/18 | DBS Vickers | ART | 1.14 | 1.3 | Buy | DCF |
04/19/18 | UOB Kay Hian | DBS | 29.36 | 31.08 | Buy | GGM, PB1.7x FY18 |
04/19/18 | phillip | First Reit | 1.37 | 1.31 | Neutral | PB1.19x FY18 |
04/19/18 | OCBC | First Reit | 1.37 | 1.48 | Buy | |
04/19/18 | DBS Vickers | Keppel KBS | 0.885 | 0.95 | Buy | |
04/19/18 | UOB Kay Hian | Keppel Reit | 1.2 | 1.43 | Buy | DDM |
04/19/18 | DBS Vickers | Keppel Reit | 1.2 | 1.41 | Buy | |
04/19/18 | Lim & Tan | Keppel Reit | 1.2 | 0 | Hold | |
04/19/18 | CIMB | SATS | 5.45 | 5.17 | Hold |
Wednesday, April 18, 2018
Strange creature roamed the street of Argentina and killed 2 dogs.
http://www.asianage.com/life/more-features/170418/images-of-mysterious-monster-roaming-the-streets-of-argentina-goes-viral.html
This is definitely not a new dog species because it is very huge.
Asiaphos - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
09/14/17 | NRA | Asiaphos | 0.095 | 0.167 | Overweight |
Ascendas India Trust - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/09/17 | DBS Vickers | Ascendas India Trust | 1.025 | 1.13 | Buy | DDM |
02/01/17 | DBS Vickers | Ascendas India Trust | 1.05 | 1.12 | Buy | DDM |
02/01/17 | Lim & Tan | Ascendas India Trust | 1.05 | 0 | Hold | |
04/27/17 | DBS Vickers | Ascendas India Trust | 1.135 | 1.2 | Buy | DDM |
07/25/17 | DBS Vickers | Ascendas India Trust | 1.16 | 1.15 | Hold | DDM |
10/26/17 | DBS Vickers | Ascendas India Trust | 1.145 | 1.15 | Hold | DDM |
11/27/17 | DBS Vickers | Ascendas India Trust | 1.13 | 1.25 | Buy | DDM |
01/30/18 | DBS Vickers | Ascendas India Trust | 1.13 | 1.25 | Buy |
Stock calls for 18 April 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
04/18/18 | Lim & Tan | ART | 1.13 | 0 | Neutral | |
04/18/18 | CIMB | First Reit | 1.37 | 1.44 | Hold | DDM |
04/18/18 | DBS Vickers | Keppel Infrastructure | 0.545 | 0.6 | Buy | DDM |
04/18/18 | UOB Kay Hian | Keppel T&T | 1.57 | 1.75 | Buy | PER30.1x FY19 |
04/18/18 | DBS Vickers | Soilbuild Reit | 0.66 | 0.62 | Hold | |
04/18/18 | OCBC | Soilbuild Reit | 0.66 | 0.71 | Buy | |
04/18/18 | Jefferies | Soilbuild Reit | 0.66 | 0.7 | Hold |
Tuesday, April 17, 2018
The truth behind the chemical attacks in Syria.
Many stories are unfolding after the western countries conducted an illegal air strike against Syria.
First, the Syrian government recaptured some lost territories from the terrorists and discovered the chemical agents were made by Germany. The chemical agents were left behind by the fleeing terrorists.
https://www.middleeastmonitor.com/20180206-germany-sold-technology-to-iran-used-in-syria-chemical-attacks/
http://www.foxnews.com/world/2018/02/08/syria-chemical-attack-rockets-made-in-germany-report-says.html
The Syrian government accused the USA of giving the terrorists the made-in-Germany chemical agents for the chemical attack against the Syrians.
Next, the Syrian government also discovered that the white hats in Syria were actually working for the western countries such as UK & US. Their primary job was to discredit the Syrian government by staging fake chemical victims.
https://sputniknews.com/middleeast/201804091063367847-white-helmets-chemical-attack-syria/
https://nypost.com/2018/04/13/russia-claims-britain-staged-chemical-attack-in-syria/
We stated previously that it was illogical for President Assad to use chemical attacks on its people since he was winning the war in Syria. The tell-tale sign that something was fishy was that the chemical attacks happened whenever he was closed to wiping out the terrorists.
http://sg-stock.blogspot.sg/2018/04/the-western-countries-are-embarking-on.html
Therefore, the western countries collaborated to oust President Assad just like what they did in Iraq.
First, the Syrian government recaptured some lost territories from the terrorists and discovered the chemical agents were made by Germany. The chemical agents were left behind by the fleeing terrorists.
https://www.middleeastmonitor.com/20180206-germany-sold-technology-to-iran-used-in-syria-chemical-attacks/
http://www.foxnews.com/world/2018/02/08/syria-chemical-attack-rockets-made-in-germany-report-says.html
The Syrian government accused the USA of giving the terrorists the made-in-Germany chemical agents for the chemical attack against the Syrians.
Next, the Syrian government also discovered that the white hats in Syria were actually working for the western countries such as UK & US. Their primary job was to discredit the Syrian government by staging fake chemical victims.
https://sputniknews.com/middleeast/201804091063367847-white-helmets-chemical-attack-syria/
https://nypost.com/2018/04/13/russia-claims-britain-staged-chemical-attack-in-syria/
We stated previously that it was illogical for President Assad to use chemical attacks on its people since he was winning the war in Syria. The tell-tale sign that something was fishy was that the chemical attacks happened whenever he was closed to wiping out the terrorists.
http://sg-stock.blogspot.sg/2018/04/the-western-countries-are-embarking-on.html
Therefore, the western countries collaborated to oust President Assad just like what they did in Iraq.
Top 5 reasons to buy real estate in Singapore
Top 5 reasons to buy real estate in Singapore
The New Futura project is one of the many residential buildings pinning their fortune on the growing real estate market in Singapore. It is estimated that there are close to a dozen planned projects for 2018 and beyond.
Just last week the URA’s report revealed during the third quarter of 2017, the private residential property index had increased by 0.5%. This is the first we’ve seen on paper since 15 quarters.
Projects like the New Futura condo, are banking on the soon to be booming market which is hot on the heels of a 4-year downturn. Though the question on everyone’s mind is should you invest or wait till it takes off?
Buying it now means that when prices rise, and there is reason for it to, many will make a lot of money. Alternatively, some investors may want to sit through it till the market is in full bloom.
Our suggestion is to buy right now and below are five reasons we suggest this.
Reason no. 1: Common consensus is that the market will boom
After enduring 15 quarters of decline, it makes sense that the market will rebound. There are already signs of a rebound starting in January 2018.
The prices are pretty low at the moment, and so investors would want to take advantage of it. For instance, the New Futura Price has not been updated with the current uptick in prices considered.
Many property experts believe that the decline was artificially induced as part of cooling measures. The measures were injected by the government to stop price speculation and help with a soft landing.
Some of the cooling measures expected to be removed are the Additional Buyer Stamp Duty and Total Debt Servicing Ratio. Once these are removed prices are expected to explode.
Reason no. 2: Projects like New Futura are great for local buyers
In the past bull runs were caused by foreign speculators or investors. Though it is expected that the majority of buyers in the next couple of years will be locals.
The Number of locals who want to live in the space they buy is expected to rise steadily. Once the government imposed hurdles are removed locals are expected to start investing.
Reason no. 3: It is and continues to be an investor-friendly market
Projects like freehold New Futura are highly attractive to local investors. Since real estate is one of the most established Singaporean sectors, it has a whopping 108 companies listed.
The real estate companies combined make for a market capitalization of well over $196 billion. Plus, investors have the ability to pick which of the 43 professionally managed REITs they want to invest in.
Reason no. 4: Real estate is cheaper today
Real estate in Singapore in cheaper today than it was for many years. That’s given the fact that the country has not been struck by increased inflation.
Singaporeans have a lot of buying power and so the property is relatively cheap. It’s a great time to own a second or third property.
The only drawback perhaps is that rental yields are still low. However, with still a few more years till the completion of some projects you can be assured that things will improve significantly by then.
Reason no. 5: Residential buildings are always in demand
If you look at the trend from the past thirty years, it's evident that residential property value has on the whole increased. Plus, this makes it easier to get a return on investment via rental income.
The latest residential buildings are a lot more spacious, iconic and comfortable than they ever were. Making them an excellent investment today but geared towards tomorrow.
Author: Robert Lamp
Position: Ghost writer in New Property Guide, Blogger
Email: robertlamp10@gmail.com
Position: Ghost writer in New Property Guide, Blogger
Email: robertlamp10@gmail.com
Air strikes against Syria are illegal under UN Charter and international law.
https://pursuit.unimelb.edu.au/articles/does-it-matter-that-strikes-against-syria-violate-international-law
The University of Melbourne states that the air strikes against Syria are illegal.
http://www.xinhuanet.com/english/2018-04/14/c_137110826.htm
The UN Chief is also alarmed by the air strikes against Syria.
The University of Melbourne states that the air strikes against Syria are illegal.
http://www.xinhuanet.com/english/2018-04/14/c_137110826.htm
The UN Chief is also alarmed by the air strikes against Syria.
Ascendas Hospitality Trust - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/09/17 | DBS Vickers | Ascendas Hospitality Trust | 0.715 | 0.84 | Buy | DCF |
06/19/17 | DBS Vickers | Ascendas Hospitality Trust | 0.81 | 0.88 | Buy | DCF |
01/30/18 | DBS Vickers | Ascendas Hospitality Trust | 0.875 | 0.91 | Buy | |
02/02/18 | Lim & Tan | Ascendas Hospitality Trust | 0.895 | 0 | Hold | |
02/05/18 | DBS Vickers | Ascendas Hospitality Trust | 0.885 | 0.97 | Buy | DCF |
04/17/18 | DBS Vickers | Ascendas Hospitality Trust | 0.8 | 0.97 | Buy |
Ascott Residence Reit (ART) - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
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 |
12/01/17 | UOB Kay Hian | ART | 1.19 | 1.23 | Hold | |
01/29/18 | UOB Kay Hian | ART | 1.26 | 1.23 | Hold | |
01/29/18 | OCBC | ART | 1.26 | 1.16 | Hold | |
01/29/18 | DBS Vickers | ART | 1.26 | 1.34 | Buy | DCF |
03/15/18 | UOB Kay Hian | ART | 1.16 | 1.23 | Hold | |
04/17/18 | DBS Vickers | ART | 1.14 | 1.34 | Buy |
Stock calls for 17 April 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
04/17/18 | DBS Vickers | ART | 1.14 | 1.34 | Buy | |
04/17/18 | DBS Vickers | Ascendas Hospitality Trust | 0.8 | 0.97 | Buy | |
04/17/18 | DBS Vickers | CDL Hospitality | 1.72 | 2 | Buy | |
04/17/18 | CIMB | CSE Global | 0.42 | 0.44 | Hold | |
04/17/18 | UOB Kay Hian | Ezion | 0.197 | 0.18 | Hold | PB1x FY19, Buy @ $0.151 |
04/17/18 | DBS Vickers | Far East Hospitality | 0.68 | 0.76 | Buy | |
04/17/18 | Kim Eng | IHH Healthcare | 2.05 | 2.36 | Buy | Sum of parts, Ringgit $7 target price |
04/17/18 | UOB Kay Hian | IHH Healthcare | 2.05 | 2.31 | Buy | Ringgit $6.86 |
04/17/18 | Phillip | Keppel DC Reit | 1.46 | 1.47 | Neutral | DDM |
04/17/18 | CIMB | Keppel DC Reit | 1.46 | 1.47 | Add | DDM |
04/17/18 | OCBC | Keppel DC Reit | 1.46 | 1.5 | Hold | |
04/17/18 | DBS Vickers | Keppel DC Reit | 1.46 | 1.6 | Buy | |
04/17/18 | UOB Kay Hian | M1 | 1.79 | 1.6 | Sell | DCF |
04/17/18 | DMG & Partners | M1 | 1.79 | 1.95 | Neutral | DCF |
04/17/18 | OCBC | M1 | 1.79 | 1.7 | Hold | |
04/17/18 | CIMB | M1 | 1.79 | 1.85 | Hold | |
04/17/18 | Amfrasers | Manulife US Reit | 0.925 | 1.01 | Buy | |
04/17/18 | DBS Vickers | OUE Hospitality | 0.815 | 0.93 | Buy | |
04/17/18 | OCBC | Soilbuild Reit | 0.66 | 0.7 | Buy |
Singapore NODX fell 2.7% in March 2018
https://sg.finance.yahoo.com/news/singapore-exports-post-surprise-fall-electronics-decline-continues-045133625--business.html
Year on year changes (YOY):
March 2018: -2.7%
February 2018: -5.9%
January 2018: 13%
December 2017: 3.1%
November 2017: 9.1%
October 2017: 20.9%
September 2017: -1.1%
August 2017: 16.7%
July 2017: 8.5%
June 2017: 8.2%
May 2017: -1.2%
Apr 2017: -0.7%
Mar 2017: 16.5%
Feb 2017: 21.1%
Jan 2017: 8.6%
May 2017: -1.2%
Apr 2017: -0.7%
Mar 2017: 16.5%
Feb 2017: 21.1%
Jan 2017: 8.6%
US-China trade war is still on-going!
https://sg.finance.yahoo.com/news/u-strike-chinas-zte-another-blow-qualcomm-081535681--finance.html
No US companies will be allowed to deal with China's ZTE for 7 years.
No US companies will be allowed to deal with China's ZTE for 7 years.
China slaps U.S. sorghum imports with a temporary deposit in an antidumping probe.
80,000 retail stores will close down by 2025.
https://finance.yahoo.com/news/ubs-80000-retail-stores-close-2025-144135475.html
Do you still want to invest in retail mall reits?
We highlighted this problem in our earlier post below.
http://sg-stock.blogspot.sg/2018/01/many-us-retailers-are-closing-down-due.html
Do you still want to invest in retail mall reits?
We highlighted this problem in our earlier post below.
http://sg-stock.blogspot.sg/2018/01/many-us-retailers-are-closing-down-due.html
Russia is beefing up its military strength in Syria now.
https://finance.yahoo.com/news/russia-sends-warships-laden-tanks-towards-syria-putin-threatens-chaos-another-attack-launched-103537454.html
Thanks to Trump, Putin has the excuse to beef up its military strength in Syria now.
UK PM May is facing criticism in the parliament for the air strikes in Syria because she didn't get the parliament approval for the air strikes.
I don't know what legality PM May was talking about when she didn't call for the motion to be passed.
http://sg-stock.blogspot.sg/2018/04/uk-pm-may-was-lying-outright.html
Thanks to Trump, Putin has the excuse to beef up its military strength in Syria now.
UK PM May is facing criticism in the parliament for the air strikes in Syria because she didn't get the parliament approval for the air strikes.
I don't know what legality PM May was talking about when she didn't call for the motion to be passed.
http://sg-stock.blogspot.sg/2018/04/uk-pm-may-was-lying-outright.html
Monday, April 16, 2018
APTV - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
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 | |
02/28/18 | Phillip | APTV | 0.575 | 0.62 | Accumulate |
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 |
11/30/17 | DMG & Partners | APAC Realty | 0.885 | 1.2 | Buy | DCF & PER15x FY18 |
12/06/17 | DBS Vickers | APAC Realty | 0.865 | 1.12 | Buy | PER15x FY18 |
01/12/18 | DMG & Partners | APAC Realty | 0.94 | 1.2 | Buy | |
02/19/18 | DBS Vickers | APAC Realty | 1.02 | 1.12 | Buy | |
02/20/18 | DMG & Partners | APAC Realty | 1.06 | 1.2 | Buy | |
02/26/18 | DMG & Partners | APAC Realty | 1.1 | 1.35 | Buy | DCF |
02/26/18 | DBS Vickers | APAC Realty | 1.1 | 1.25 | Buy | DCF & PER15x FY18 |
03/20/18 | DBS Vickers | APAC Realty | 1.19 | 1.42 | Buy | DCF & PER15x FY18 |
04/10/18 | DMG & Partners | APAC Realty | 1.17 | 1.35 | Buy |
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 | |
11/15/17 | DMG & Partners | Amara | 0.54 | 0.88 | Buy | PB0.65x |
02/26/18 | DMG & Partners | Amara | 0.55 | 0.88 | Buy | PB0.65x |
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