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Wednesday, April 25, 2018

Cache Logistics - Stock calls


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

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!

https://sputniknews.com/middleeast/201804181063698154-syrian-boy-reveals-truth-helmets/

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

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

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

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