Date | Analyst | Company | Last | Target | Call | Valuation |
01/09/17 | DBS Vickers | Cache Logistics | 0.82 | 0.93 | Hold | |
01/24/17 | CIMB | Cache Logistics | 0.81 | 0.71 | Reduce | DDM |
01/24/17 | DMG & Partners | Cache Logistics | 0.81 | 0.86 | Neutral | |
01/24/17 | OCBC | Cache Logistics | 0.81 | 0.78 | Hold | |
01/24/17 | UOB Kay Hian | Cache Logistics | 0.81 | 0.95 | Buy | DDM |
01/25/17 | DBS Vickers | Cache Logistics | 0.82 | 0.77 | Hold | DCF |
01/26/17 | phillip | Cache Logistics | 0.815 | 0.73 | Reduce | DDM |
02/20/17 | phillip | Cache Logistics | 0.81 | 0.73 | Reduce | |
02/23/17 | DBS Vickers | Cache Logistics | 0.82 | 0.77 | Hold | |
02/23/17 | DMG & Partners | Cache Logistics | 0.82 | 0.86 | Neutral | |
02/23/17 | OCBC | Cache Logistics | 0.82 | 0.78 | Hold | |
02/27/17 | phillip | Cache Logistics | 0.82 | 0.74 | Reduce | DDM |
02/28/17 | OCBC | Cache Logistics | 0.815 | 0.79 | Hold | Buy @ $0.75 or below |
03/07/17 | UOB Kay Hian | Cache Logistics | 0.815 | 0.95 | Buy | |
04/10/17 | CIMB | Cache Logistics | 0.88 | 0.71 | Reduce | |
04/11/17 | UOB Kay Hian | Cache Logistics | 0.88 | 0.95 | Buy | |
04/18/17 | Kim Eng | Cache Logistics | 0.86 | 0.95 | Hold | DDM |
04/21/17 | CIMB | Cache Logistics | 0.87 | 0.82 | Hold | |
04/21/17 | OCBC | Cache Logistics | 0.87 | 0.79 | Hold | |
04/21/17 | phillip | Cache Logistics | 0.87 | 0.75 | Reduce | DDM, PB0.98x FY17 |
04/24/17 | DBS Vickers | Cache Logistics | 0.885 | 0.77 | Hold | |
04/24/17 | DMG & Partners | Cache Logistics | 0.885 | 0.86 | Neutral | DDM |
05/08/17 | phillip | Cache Logistics | 0.88 | 0.75 | Reduce | |
05/25/17 | UOB Kay Hian | Cache Logistics | 0.89 | 0.96 | Hold | |
06/22/17 | Kim Eng | Cache Logistics | 0.905 | 0.95 | Hold | |
07/03/17 | Kim Eng | Cache Logistics | 0.92 | 0.95 | Hold | DDM |
07/12/17 | DMG & Partners | Cache Logistics | 0.935 | 0.86 | Neutral | |
07/24/17 | CIMB | Cache Logistics | 0.94 | 0.84 | Reduce | DDM |
07/24/17 | phillip | Cache Logistics | 0.94 | 0.86 | Neutral | DDM, PB1.12x FY17 |
07/24/17 | OCBC | Cache Logistics | 0.94 | 0.82 | Sell | |
07/24/17 | Religare | Cache Logistics | 0.94 | 0.95 | Buy | |
07/27/17 | DBS Vickers | Cache Logistics | 0.91 | 0.82 | Hold | |
09/06/17 | CIMB | Cache Logistics | 0.855 | 0.76 | Reduce | DDM |
09/06/17 | OCBC | Cache Logistics | 0.855 | 0.81 | Hold | Ex-right $0.78 (18 for 100 @ $0.632) |
09/12/17 | phillip | Cache Logistics | 0.825 | 0.82 | Neutral | DDM, PB1.09x FY17 |
09/21/17 | DMG & Partners | Cache Logistics | 0.815 | 0.86 | Neutral | DDM |
10/25/17 | Kim Eng | Cache Logistics | 0.84 | 0.85 | Hold | |
10/25/17 | phillip | Cache Logistics | 0.84 | 0.82 | Neutral | DDM, PB1.1x FY17 |
10/25/17 | DMG & Partners | Cache Logistics | 0.84 | 0.84 | Neutral | DDM |
10/25/17 | CIMB | Cache Logistics | 0.84 | 0.77 | Hold | DDM |
10/26/17 | OCBC | Cache Logistics | 0.845 | 0.78 | Hold | |
10/26/17 | DBS Vickers | Cache Logistics | 0.845 | 0.83 | Hold | |
11/01/17 | phillip | Cache Logistics | 0.82 | 0.82 | Neutral | DDM |
11/01/17 | DBS Vickers | Cache Logistics | 0.82 | 0.83 | Hold | |
11/02/17 | OCBC | Cache Logistics | 0.84 | 0.81 | Hold | |
12/19/17 | DMG & Partners | Cache Logistics | 0.84 | 0.84 | Neutral | |
01/05/18 | DMG & Partners | Cache Logistics | 0.875 | 0.84 | Neutral | |
01/19/18 | Kim Eng | Cache Logistics | 0.875 | 0.9 | Hold | DDM |
01/19/18 | CIMB | Cache Logistics | 0.875 | 0.85 | Hold | DDM |
01/22/18 | DMG & Partners | Cache Logistics | 0.88 | 0.96 | Buy | DDM |
01/22/18 | phillip | Cache Logistics | 0.88 | 0.92 | Accumulate | DDM |
01/22/18 | DBS Vickers | Cache Logistics | 0.88 | 0.9 | Hold | |
01/22/18 | OCBC | Cache Logistics | 0.88 | 0.81 | Hold | |
02/02/18 | phillip | Cache Logistics | 0.88 | 0.93 | Accumulate | DDM |
02/02/18 | OCBC | Cache Logistics | 0.88 | 0.85 | Hold | |
02/02/18 | DMG & Partners | Cache Logistics | 0.88 | 0.98 | Buy | DDM |
02/02/18 | Kim Eng | Cache Logistics | 0.88 | 0.95 | Buy | |
02/02/18 | CIMB | Cache Logistics | 0.88 | 0.88 | Hold | |
03/27/18 | phillip | Cache Logistics | 0.825 | 0.93 | Accumulate | |
04/13/18 | phillip | Cache Logistics | 0.84 | 0.91 | Accumulate | DDM |
04/16/18 | Kim Eng | Cache Logistics | 0.83 | 0.95 | Buy |
Wednesday, April 25, 2018
Cache Logistics - Stock calls
Bund Centre - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
04/11/17 | DMG & Partners | Bund Centre | 0.78 | 1.04 | Buy | RNAV (60% discount) |
Stock calls for 25 April 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
04/25/18 | Jefferies | A-Reit | 2.68 | 2.95 | Buy | |
04/25/18 | NRA | Addvalue | 0.04 | 0.079 | Not Rated | |
04/25/18 | Phillip | CapitaCommercial | 1.8 | 1.88 | Accumulate | DDM |
04/25/18 | DMG & Partners | CapitaCommercial | 1.8 | 1.63 | Sell | DDM |
04/25/18 | CIMB | CapitaCommercial | 1.8 | 1.93 | Hold | DDM |
04/25/18 | Amfrasers | Ezion | 0.158 | 0.1 | Sell | RNAV |
04/25/18 | OCBC | Frasers Centrepoint Trust | 2.22 | 2.49 | Buy | |
04/25/18 | Kim Eng | Mapletree Commercial | 1.6 | 1.5 | Hold | DDM |
04/25/18 | CIMB | Mapletree Commercial | 1.6 | 1.75 | Add | DDM |
04/25/18 | DBS Vickers | Mapletree Commercial | 1.6 | 1.8 | Buy | DCF, PB1.2x |
04/25/18 | CIMB | Mapletree Industrial | 2 | 2.12 | Add | DDM |
04/25/18 | Phillip | Mapletree Industrial | 2 | 2.09 | Neutral | PB1.48x FY19 |
04/25/18 | OCBC | Mapletree Industrial | 2 | 2.06 | Hold | |
04/25/18 | Kim Eng | Mapletree Industrial | 2 | 2.25 | Buy | DDM |
04/25/18 | CIMB | Silverlake | 0.53 | 0.58 | Add | DCF |
04/25/18 | UOB Kay Hian | Sunningdale | 1.47 | 2 | Buy | PER11.9x FY18 |
04/25/18 | CIMB | Sunningdale | 1.47 | 2.5 | Add | PB1.23x FY18 |
04/25/18 | DBS Vickers | Sunningdale | 1.47 | 1.53 | Hold | PER11x FY18 |
04/25/18 | DBS Vickers | Suntec Reit | 1.9 | 2.3 | Buy | |
04/25/18 | OCBC | Suntec Reit | 1.9 | 1.81 | Sell |
Tuesday, April 24, 2018
Bumitama - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/10/17 | UOB Kay Hian | Bumitama | 0.8 | 1.25 | Buy | PER15x FY17 |
01/11/17 | DBS Vickers | Bumitama | 0.81 | 0.95 | Buy | |
01/11/17 | DMG & Partners | Bumitama | 0.81 | 0.75 | Neutral | |
01/11/17 | Kim Eng | Bumitama | 0.81 | 0.97 | Buy | PER14x FY17 |
02/06/17 | DMG & Partners | Bumitama | 0.795 | 0.85 | Neutral | PER13x FY17 |
02/08/17 | UOB Kay Hian | Bumitama | 0.795 | 1.25 | Buy | PER15x FY17 |
02/13/17 | DBS Vickers | Bumitama | 0.815 | 0.95 | Buy | |
02/27/17 | DBS Vickers | Bumitama | 0.785 | 0.99 | Buy | DCF |
02/27/17 | Kim Eng | Bumitama | 0.785 | 0.96 | Buy | PER14x FY17 |
03/03/17 | UOB Kay Hian | Bumitama | 0.785 | 1.25 | Buy | |
03/09/17 | DMG & Partners | Bumitama | 0.83 | 0.88 | Neutral | |
03/31/17 | DMG & Partners | Bumitama | 0.795 | 0.89 | Buy | PER13x FY17 |
04/10/17 | DBS Vickers | Bumitama | 0.795 | 0.99 | Buy | |
04/11/17 | DMG & Partners | Bumitama | 0.785 | 0.89 | Buy | |
05/08/17 | UOB Kay Hian | Bumitama | 0.73 | 1.25 | Buy | PER15x FY17 |
05/16/17 | DMG & Partners | Bumitama | 0.75 | 0.89 | Buy | PER13x FY17 |
05/16/17 | Kim Eng | Bumitama | 0.75 | 0.96 | Buy | PER14x FY17 |
05/17/17 | DBS Vickers | Bumitama | 0.785 | 0.99 | Buy | DCF |
06/29/17 | UOB Kay Hian | Bumitama | 0.76 | 1.03 | Buy | |
07/11/17 | DBS Vickers | Bumitama | 0.75 | 0.99 | Buy | |
08/11/17 | Kim Eng | Bumitama | 0.705 | 0.96 | Buy | PER14x FY17 |
08/15/17 | DMG & Partners | Bumitama | 0.7 | 0.89 | Buy | PER13x FY17 |
08/16/17 | UOB Kay Hian | Bumitama | 0.735 | 1.03 | Buy | PER13x FY18 |
08/16/17 | DMG & Partners | Bumitama | 0.735 | 0.85 | Buy | PER11x FY18 |
08/16/17 | DBS Vickers | Bumitama | 0.735 | 0.94 | Buy | DCF, PER13.7x FY18 |
09/11/17 | Kim Eng | Bumitama | 0.72 | 0.96 | Buy | |
09/13/17 | DBS Vickers | Bumitama | 0.715 | 0.94 | Buy | |
09/20/17 | UOB Kay Hian | Bumitama | 0.74 | 1.03 | Buy | PER13x FY18 |
09/27/17 | DMG & Partners | Bumitama | 0.74 | 0.85 | Buy | PER11x FY18 |
10/11/17 | Kim Eng | Bumitama | 0.73 | 0.95 | Buy | PER14x FY17 |
10/24/17 | UOB Kay Hian | Bumitama | 0.74 | 1.03 | Buy | PER13x FY18 |
11/13/17 | Kim Eng | Bumitama | 0.805 | 0.95 | Buy | |
11/13/17 | DBS Vickers | Bumitama | 0.805 | 0.94 | Buy | DCF, PER13.7x FY18 |
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 | |
12/13/17 | Kim Eng | Bumitama | 0.76 | 0.95 | Buy | PER11x FY18 |
12/13/17 | DMG & Partners | Bumitama | 0.76 | 0.95 | Buy | |
01/15/18 | DBS Vickers | Bumitama | 0.755 | 0.94 | Buy | |
02/13/18 | Kim Eng | Bumitama | 0.695 | 0.95 | Buy | |
02/21/18 | UOB Kay Hian | Bumitama | 0.71 | 0.96 | Buy | PER13x FY18 |
02/28/18 | DMG & Partners | Bumitama | 0.745 | 0.85 | Buy | PER12x FY18 |
02/28/18 | DBS Vickers | Bumitama | 0.745 | 0.94 | Buy | DCF, PER14.5x FY18 |
02/28/18 | Kim Eng | Bumitama | 0.745 | 0.99 | Buy | PER14x FY18 |
02/28/18 | Credit Suisse | Bumitama | 0.745 | 1 | Outperform | |
03/05/18 | Kim Eng | Bumitama | 0.72 | 0.99 | Buy | |
03/07/18 | UOB Kay Hian | Bumitama | 0.71 | 0.96 | Buy | |
03/14/18 | DBS Vickers | Bumitama | 0.715 | 0.94 | Buy | |
04/03/18 | DBS Vickers | Bumitama | 0.72 | 0.94 | Buy |
Bukit Sembawang - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/02/17 | DBS Vickers | Bukit Sembawang | 4.85 | 7.55 | Buy | Takeover target |
12/14/17 | Kim Eng | Bukit Sembawang | 5.93 | 8.25 | Buy | RNAV (20% discount) |
01/16/18 | Kim Eng | Bukit Sembawang | 6.39 | 8.25 | Buy | RNAV (38% discount), PB1.37x |
02/22/18 | Kim Eng | Bukit Sembawang | 6.13 | 8.25 | Buy | RNAV (20% discount) |
03/20/18 | Kim Eng | Bukit Sembawang | 6.03 | 8.55 | Buy | RNAV (20% discount) |
04/11/18 | Kim Eng | Bukit Sembawang | 6.08 | 8.55 | Buy |
Breadtalk - Stock calls
Date
|
Analyst
|
Company
|
Last
|
Target
|
Call
|
Valuation
|
01/02/17
|
DIR
|
Breadtalk
|
1.285
|
1.42
|
Outperform
|
PER20.9x FY17
|
01/03/17
|
DMG & Partners
|
Breadtalk
|
1.16
|
1.45
|
Buy
|
EV/Ebitda5x FY17, PER16.5x FY17
|
01/26/17
|
OCBC
|
Breadtalk
|
1.225
|
1.07
|
Hold
|
PER23x FY17
|
02/24/17
|
DMG & Partners
|
Breadtalk
|
1.31
|
1.5
|
Buy
|
EV/Ebitda 6x FY17
|
02/24/17
|
OCBC
|
Breadtalk
|
1.31
|
1.21
|
Hold
|
PER24x FY17
|
04/04/17
|
DBS Vickers
|
Breadtalk
|
1.355
|
1.69
|
Buy
|
|
05/04/17
|
DIR
|
Breadtalk
|
1.395
|
1.53
|
Outperform
|
PER20.9x FY17
|
05/04/17
|
DMG & Partners
|
Breadtalk
|
1.395
|
1.6
|
Buy
|
EV/Ebitda 6x FY17
|
05/04/17
|
OCBC
|
Breadtalk
|
1.395
|
1.21
|
Hold
|
|
06/09/17
|
DBS Vickers
|
Breadtalk
|
1.65
|
1.92
|
Buy
|
Sum of parts
|
07/04/17
|
DMG & Partners
|
Breadtalk
|
1.515
|
1.6
|
Buy
|
|
08/01/17
|
DBS Vickers
|
Breadtalk
|
1.75
|
1.92
|
Buy
|
|
08/03/17
|
DMG & Partners
|
Breadtalk
|
1.795
|
1.83
|
Neutral
|
EV/Ebitda 6x FY18
|
08/03/17
|
DBS Vickers
|
Breadtalk
|
1.795
|
2.04
|
Buy
|
PER18x FY18
|
10/31/17
|
DBS Vickers
|
Breadtalk
|
1.555
|
2.04
|
Buy
|
|
11/06/17
|
DMG & Partners
|
Breadtalk
|
1.615
|
1.83
|
Buy
|
EV/Ebitda 6x FY18
|
11/07/17
|
DBS Vickers
|
Breadtalk
|
1.605
|
2.01
|
Buy
|
Sum of parts
|
01/26/18
|
DMG & Partners
|
Breadtalk
|
1.72
|
2.09
|
Buy
|
Sum of parts
|
02/20/18
|
DMG & Partners
|
Breadtalk
|
1.69
|
2.09
|
Buy
|
|
02/23/18
|
DMG & Partners
|
Breadtalk
|
1.75
|
2
|
Buy
|
Sum of parts
|
02/23/18
|
DBS Vickers
|
Breadtalk
|
1.75
|
2.05
|
Buy
|
Sum of parts
|
03/19/18
|
DMG & Partners
|
Breadtalk
|
1.94
|
2
|
Take Profit
|
Sum of parts
|
Stock calls for 24 April 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
04/24/18 | Phillip | A-Reit | 2.65 | 2.91 | Accumulate | DDM, PB1.37x FY18/19 |
04/24/18 | UOB Kay Hian | A-Reit | 2.65 | 3.05 | Buy | DDM |
04/24/18 | DMG & Partners | A-Reit | 2.65 | 2.95 | Buy | DDM |
04/24/18 | CIMB | A-Reit | 2.65 | 2.85 | add | DDM |
04/24/18 | OCBC | A-Reit | 2.65 | 2.71 | Hold | |
04/24/18 | DBS Vickers | A-Reit | 2.65 | 3 | Buy | |
04/24/18 | Amfrasers | Accordia Golf Trust | 0.64 | 0.78 | Buy | DDM |
04/24/18 | UOB Kay Hian | CapitaCommercial | 1.82 | 2.09 | Buy | |
04/24/18 | OCBC | CapitaCommercial | 1.82 | 1.84 | Hold | |
04/24/18 | Lim & Tan | CapitaCommercial | 1.82 | 0 | Buy | |
04/24/18 | DBS Vickers | Lian Beng | 0.625 | 0.85 | Not Rated | Sum of parts |
04/24/18 | UOB Kay Hian | Mapletree Industrial | 2.02 | 2 | Hold | DDM |
04/24/18 | NRA | MDR | 0.003 | 0.474 | Unrated | Mid-point of $0.366-0.582 |
04/24/18 | DBS Vickers | Oxley | 0.485 | 0.68 | Not Rated | RNAV (35% discount) |
04/24/18 | UOB Kay Hian | Singapore Post | 1.31 | 1.6 | Buy | Sum of parts |
04/24/18 | Lim & Tan | Sunningdale | 1.73 | 0 | Hold | |
04/24/18 | DMG & Partners | UG Healthcare | 0.198 | 0.32 | Buy | PER14x FY19 |
Monday, April 23, 2018
Boustead Projects - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/27/17 | CIMB | Boustead Projects | 0.805 | 1.04 | Add | RNAV (40% discount) |
05/24/17 | CIMB | Boustead Projects | 0.86 | 1.04 | Add | RNAV (40% discount) |
Boustead - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
05/24/17 | CIMB | Boustead | 0.88 | 0.96 | Add | Sum of parts (20% discount) |
Stock calls for 23 April 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
04/23/18 | CIMB | Capitamall Trust | 2.1 | 2.25 | Add | DDM |
04/23/18 | Phillip | Capitamall Trust | 2.1 | 2.05 | Neutral | DDM |
04/23/18 | UOB Kay Hian | Capitamall Trust | 2.1 | 2.13 | Hold | DDM, Buy @ $1.81 |
04/23/18 | DBS Vickers | Capitamall Trust | 2.1 | 2.19 | Buy | |
04/23/18 | OCBC | Capitamall Trust | 2.1 | 2.26 | Buy | |
04/23/18 | DMG & Partners | Capitamall Trust | 2.1 | 2.1 | Neutral | DDM |
04/23/18 | Kim Eng | Capitamall Trust | 2.1 | 2.1 | Hold | |
04/23/18 | DBS Vickers | ESR-Reit | 0.54 | 0.63 | Buy | |
04/23/18 | CIMB | ESR-Reit | 0.54 | 0.6 | Add | DDM |
04/23/18 | CIMB | Frasers Commercial Trust | 1.46 | 1.5 | Hold | DDM |
04/23/18 | OCBC | Frasers Commercial Trust | 1.46 | 1.54 | Buy | |
04/23/18 | DMG & Partners | Frasers Commercial Trust | 1.46 | 1.49 | Neutral | DDM |
04/23/18 | DBS Vickers | Frasers Commercial Trust | 1.46 | 1.65 | Buy | DCF |
04/23/18 | Kim Eng | Frasers Commercial Trust | 1.46 | 2.55 | Buy | |
04/23/18 | CIMB | Frasers Logistics | 1.08 | 1.24 | Add | DDM |
04/23/18 | OCBC | Frasers Logistics | 1.08 | 1.25 | Buy | |
04/23/18 | Amfrasers | Keppel Corp | 8.21 | 9.43 | Buy | Sum of parts |
04/23/18 | DMG & Partners | Mindchamps | 0.815 | 0.95 | Buy | EV/Ebitda19x & DCF |
04/23/18 | Kim Eng | MM2 Asia | 0.495 | 0.56 | Buy | |
04/23/18 | Macquarie | Sembcorp Industries | 3.24 | 3.6 | Outperform | |
04/23/18 | Macquarie | Sembcorp Marine | 2.32 | 1.8 | Underperform | PB1.5x |
04/23/18 | phillip | SGX | 7.56 | 9.2 | Buy | DCF |
04/23/18 | CIMB | SGX | 7.56 | 8.2 | Add | PER24x FY19 |
04/23/18 | Lim & Tan | SGX | 7.56 | 0 | Buy | |
04/23/18 | OCBC | SGX | 7.56 | 8.22 | Buy | |
04/23/18 | DMG & Partners | SGX | 7.56 | 9 | Buy | PER24x FY19 |
04/23/18 | Macquarie | ST Engineering | 3.65 | 3.9 | Outperform | |
04/23/18 | UOB Kay Hian | Venture | 25.29 | 30.6 | Buy | PER19x FY18 |
UK staged fake chemical attacks in Syria!
More and more news about the fake chemical attacks in Syria are unfolding. The USA & UK are behind these staged chemical attacks.
We've stated that it was illogical for President Assad to use chemical attacks as he was winning the war in Syria.
http://sg-stock.blogspot.sg/2018/04/the-truth-behind-chemical-attacks-in.html
Facebook is facing multiple class action lawsuits now!
https://www.cnbc.com/2018/04/17/facebook-must-face-class-action-over-facial-recognition-us-judge.html
https://www.theverge.com/2018/3/23/17155754/facebook-cambridge-analytica-data-breach-scandal
https://www.thestreet.com/story/14536213/1/everyone-who-is-suing-facebook-for-cambridge-analytica.html
We've stated in our previous posting that this would happen to FB. Therefore, it doesn't come as a surprise to us. In view of this, FB would be focusing on dealing with these class action suits because the fine would be tremendous if it were to lose the case.
http://sg-stock.blogspot.sg/2018/03/facebook-privacy-scandal-is-no-small.html
https://www.theverge.com/2018/3/23/17155754/facebook-cambridge-analytica-data-breach-scandal
https://www.thestreet.com/story/14536213/1/everyone-who-is-suing-facebook-for-cambridge-analytica.html
We've stated in our previous posting that this would happen to FB. Therefore, it doesn't come as a surprise to us. In view of this, FB would be focusing on dealing with these class action suits because the fine would be tremendous if it were to lose the case.
http://sg-stock.blogspot.sg/2018/03/facebook-privacy-scandal-is-no-small.html
Saturday, April 21, 2018
Baltic dry index - 1281
Today, Friday, April 20 2018, the Baltic Dry Index climbed by 80 points, reaching 1281 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 stocks: Sembcorp Marine, Cosco & Pan Ocean
US rig count - 1013
HOUSTON — The number of rigs exploring for oil and natural gas in the U.S. increased by five this week to 1,013.
At this time a year ago there were 857 active rigs.
Houston oilfield services company Baker Hughes reported Friday that 820 rigs drilled for oil this week and 192 for gas. One was listed as miscellaneous.
Among major oil- and gas-producing states, Texas added eight rigs while Louisiana and New Mexico each added one.
Colorado and North Dakota each declined by two rigs while Ohio, Oklahoma and Pennsylvania dropped one apiece.
Alaska, Arkansas, California, Kansas, Utah, West Virginia and Wyoming were unchanged.
The U.S. rig count peaked at 4,530 in 1981. It bottomed out in May of 2016 at 404.
=====================
Related stocks: Keppel Corp, Sembcorp Marine & Cosco
Apple is in trouble now! - Part 3
https://finance.yahoo.com/news/apples-shares-slip-again-mounting-162946554.html
Analysts are cutting Apple's Iphone sales forecast again!
The US-China trading war might aggravate Apple's sales forecast further because China ZTE mobile phone manufacturer was targeted by the US government. If China were to do a tit-for-tat reaction, Apple sales in China would suffer.
Anyway, we've been warning about the falling sales of Apple. Therefore, this sales forecast downgrade shouldn't come as a surprise.
http://sg-stock.blogspot.sg/2018/01/apple-is-in-trouble-now-part-2.html
Analysts are cutting Apple's Iphone sales forecast again!
The US-China trading war might aggravate Apple's sales forecast further because China ZTE mobile phone manufacturer was targeted by the US government. If China were to do a tit-for-tat reaction, Apple sales in China would suffer.
Anyway, we've been warning about the falling sales of Apple. Therefore, this sales forecast downgrade shouldn't come as a surprise.
http://sg-stock.blogspot.sg/2018/01/apple-is-in-trouble-now-part-2.html
Friday, April 20, 2018
Blackgold - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
08/28/17 | phillip | Blackgold | 0.118 | 0.16 | Trading Buy | PER10x |
12/06/17 | phillip | Blackgold | 0.086 | 0.16 | Trading Buy | PER10x |
Best World - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/16/17 | CLSA | Best World | 1.46 | 2.5 | Buy | PER18x FY17 |
02/01/17 | DBS Vickers | Best World | 1.83 | 2.36 | Buy | PER16x FY17 |
02/23/17 | CIMB | Best World | 1.93 | 2.97 | Add | PER16.1x CY18 |
02/27/17 | DBS Vickers | Best World | 2.03 | 2.44 | Buy | PER16x FY17 |
03/24/17 | Kim Eng | Best World | 2.54 | 2.34 | Buy | PER16x FY17 |
05/11/17 | CIMB | Best World | 2.79 | 3.05 | Add | PER16.1x CY18 |
05/11/17 | Kim Eng | Best World | 2.79 | 3.53 | Buy | PEG0.75x |
05/12/17 | DBS Vickers | Best World | 2.84 | 3.31 | Buy | PER18x FY17 |
05/22/17 | DBS Vickers | Best World | 1.44 | 1.65 | Buy | 1 for 2 stock split |
07/19/17 | CIMB | Best World | 1.345 | 1.7 | Add | PER18x CY18 |
08/08/17 | Kim Eng | Best World | 1.59 | 1.88 | Buy | PER19x FY18, PEG0.7x |
08/08/17 | CIMB | Best World | 1.59 | 1.8 | Add | PER18x CY18 |
08/10/17 | DBS Vickers | Best World | 1.525 | 1.82 | Buy | PER18x FY18 |
08/17/17 | DBS Vickers | Best World | 1.34 | 1.45 | Hold | PER17x FY17 |
09/07/17 | CIMB | Best World | 1.235 | 1.8 | Add | PER18x CY18 |
11/09/17 | Kim Eng | Best World | 1.315 | 1.88 | Buy | PER19x FY18 |
11/10/17 | CIMB | Best World | 1.26 | 1.4 | Hold | PER14.6x CY18 |
11/10/17 | DBS Vickers | Best World | 1.26 | 1.45 | Hold | PER17x FY18 |
12/04/17 | Kim Eng | Best World | 1.26 | 1.88 | Buy | PER19x FY18, PEG0.7x |
02/27/18 | Kim Eng | Best World | 1.37 | 2.06 | Buy | |
02/28/18 | DBS Vickers | Best World | 1.44 | 1.79 | Buy | PER17x FY18 |
02/28/18 | CIMB | Best World | 1.44 | 1.7 | Add | PER14x CY19 |
04/02/18 | Kim Eng | Best World | 1.84 | 2.06 | Buy |
Banyan Tree - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
08/04/17 | phillip | Banyan Tree | 0.565 | 0.77 | Buy | Sum of parts |
08/14/17 | phillip | Banyan Tree | 0.55 | 0.74 | Buy | Sum of parts, PB0.87x FY18 |
09/12/17 | UOB Kay Hian | Banyan Tree | 0.64 | 0.93 | Buy | Sum of parts, EV/Ebitda12.9x FY18 |
09/27/17 | UOB Kay Hian | Banyan Tree | 0.62 | 0.92 | Buy | Sum of parts, EV/Ebitda12.9x FY18 |
11/09/17 | UOB Kay Hian | Banyan Tree | 0.62 | 0.92 | Buy | Sum of parts |
11/13/17 | phillip | Banyan Tree | 0.605 | 0.71 | Accumulate | Sum of parts, PB0.7x FY18 |
01/11/18 | UOB Kay Hian | Banyan Tree | 0.63 | 0.92 | Buy | Sum of parts |
02/28/18 | UOB Kay Hian | Banyan Tree | 0.62 | 0.92 | Buy | Sum of parts |
03/01/18 | phillip | Banyan Tree | 0.605 | 0.71 | Accumulate | Sum of parts |
03/05/18 | UOB Kay Hian | Banyan Tree | 0.585 | 0.92 | Buy | |
04/20/18 | UOB Kay Hian | Banyan Tree | 0.605 | 1 | Buy | Sum of parts |
Stock calls for 20 April 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
04/20/18 | UOB Kay Hian | Banyan Tree | 0.605 | 1 | Buy | Sum of parts |
04/20/18 | CIMB | DBS | 29.92 | 33 | Add | GGM, PB1.7x FY18 |
04/20/18 | UOB Kay Hian | Keppel Corp | 8.07 | 9 | Buy | Sum of parts |
04/20/18 | Lim & Tan | Keppel Corp | 8.07 | 0 | Hold | |
04/20/18 | UOB Kay Hian | OCBC | 13.74 | 16.02 | Buy | GGM, PB1.64x FY18 |
04/20/18 | CIMB | OCBC | 13.74 | 15 | Add | GGM, PB1.5x FY18 |
04/20/18 | CIMB | UOB | 29.78 | 33 | Add | GGM, PB1.5x FY18 |
04/20/18 | Lim & Tan | Venture | 28.82 | 0 | Hol |
Thursday, April 19, 2018
Singapore gets hit again with another anti-dumping measure from China.
https://www.cnbc.com/2018/04/18/china-slaps-anti-dumping-measures-on-some-synthetic-rubber-imports.html
China has imposed an anti-dumping measure for synthetic rubber from Singapore.
This is the 2nd anti-dumping measure against SG this year.
https://sg-stock.blogspot.sg/2018/02/china-imposes-anti-dumping-measure-on.html
China has imposed an anti-dumping measure for synthetic rubber from Singapore.
This is the 2nd anti-dumping measure against SG this year.
https://sg-stock.blogspot.sg/2018/02/china-imposes-anti-dumping-measure-on.html
Avi-Tech - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/09/17 | Lim & Tan | Avi-Tech | 0.335 | 0 | Buy | |
03/29/17 | DMG & Partners | Avi-Tech | 0.4 | 0.52 | Buy | DCF, PER5.7x FY18, Ex-cash |
05/15/17 | DMG & Partners | Avi-Tech | 0.44 | 0.52 | Buy | DCF |
08/07/17 | DMG & Partners | Avi-Tech | 0.51 | 0.52 | Buy | |
08/21/17 | DMG & Partners | Avi-Tech | 0.47 | 0.59 | Buy | DCF, PER12x FY18 |
08/21/17 | Lim & Tan | Avi-Tech | 0.47 | 0 | Buy | |
11/14/17 | DMG & Partners | Avi-Tech | 0.525 | 0.59 | Buy | DCF, PER12x FY18 |
01/24/18 | DMG & Partners | Avi-Tech | 0.48 | 0.59 | Buy | DCF, PER12x FY18 |
02/20/18 | DMG & Partners | Avi-Tech | 0.49 | 0.59 | Buy |
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