Date | Analyst | Company | Last | Target | Call | Valuation |
02/11/20 | Amfrasers | AEM | 1.88 | 2.57 | Outperform | |
02/11/20 | Kim Eng | AEM | 1.88 | 2.58 | Buy | |
02/11/20 | DIR | CapitaCommercial | 2.04 | 2.29 | Outperform | |
02/11/20 | DMG & Partners | CSE Global | 0.53 | 0.69 | Buy | DCF |
02/11/20 | UOB Kay Hian | Genting | 0.85 | 0.95 | Buy | |
02/11/20 | DBS Vickers | Hutchison Port | 0.161 | 0.17 | Hold | |
02/11/20 | Amfrasers | Manulife US Reit | 1.05 | 1.11 | Neutral | |
02/11/20 | UOB Kay Hian | Netlink | 1 | 1.05 | Buy | DCF |
02/11/20 | UOB Kay Hian | Oxley | 0.34 | 0.49 | Buy | |
02/11/20 | Lim & Tan | PanUnited | 0.365 | 0.56 | Buy | PB2x FY21 |
02/11/20 | OCBC | SIA Engineering | 2.59 | 2.41 | Sell | |
02/11/20 | Kim Eng | UMS | 0.94 | 1.13 | Buy |
Tuesday, February 11, 2020
Stock calls for 11 February 2020
IMF gives warning about Japan's economy.
https://www.reuters.com/article/us-china-health-imf-japan/imf-warns-of-coronavirus-hit-to-japans-economy-via-tourism-trade-idUSKBN2041WB
IMF is right about China's impact on Japan's economy.
http://sg-stock.blogspot.com/2019/05/japan-trade-surplus-fell-90-because-of.html
If Japan has a 10% drop in China shipments, its economy will be badly affected and China has started to reduce its imports. Thus, Japan will definitely be impacted. Moreover, Japan has the highest infected cases outside of China.
IMF is right about China's impact on Japan's economy.
http://sg-stock.blogspot.com/2019/05/japan-trade-surplus-fell-90-because-of.html
If Japan has a 10% drop in China shipments, its economy will be badly affected and China has started to reduce its imports. Thus, Japan will definitely be impacted. Moreover, Japan has the highest infected cases outside of China.
Hot news! Coronavirus is airborne!
https://www.msn.com/en-xl/asia/asia-top-stories/china-confirms-coronavirus-is-airborne/ar-BBZP4OL?li=BBP34wH
China has confirmed that coronavirus is airborne. No wonder the infectious rate is so high and China still cannot contain the virus outbreak with city lockdown.
However, the stock markets seem to take this virus outbreak in stride despite the fact that the infected cases and death tolls are increasing.
China has confirmed that coronavirus is airborne. No wonder the infectious rate is so high and China still cannot contain the virus outbreak with city lockdown.
However, the stock markets seem to take this virus outbreak in stride despite the fact that the infected cases and death tolls are increasing.
Monday, February 10, 2020
Beijing, Shanghai and Chongqing are in lockdown now.
https://www.taiwannews.com.tw/en/news/3873964
https://www.taiwannews.com.tw/en/news/3874064
We can say with certainty that China's economic growth for the 1st and 2nd quarters will be affected by this virus outbreak. The 2nd quarter will be worse than the 1st quarter because the 2nd quarter will reflect the full economic impacts.
Hopefully, China can protect its 3rd and 4th quarters for 2020.
https://www.taiwannews.com.tw/en/news/3874064
We can say with certainty that China's economic growth for the 1st and 2nd quarters will be affected by this virus outbreak. The 2nd quarter will be worse than the 1st quarter because the 2nd quarter will reflect the full economic impacts.
Hopefully, China can protect its 3rd and 4th quarters for 2020.
HRnetGroup - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/02/19 | DMG & Partners | HRnetGroup | 0.8 | 1.18 | Buy | DCF |
02/25/19 | DMG & Partners | HRnetGroup | 0.795 | 1.06 | Buy | DCF |
02/26/19 | DBS Vickers | HRnetGroup | 0.8 | 1.05 | Buy | PER15x FY19, ex-cash |
03/13/19 | DMG & Partners | HRnetGroup | 0.79 | 1.06 | Buy | |
03/26/19 | CIMB | HRnetGroup | 0.765 | 1.03 | Add | |
05/07/19 | DMG & Partners | HRnetGroup | 0.77 | 1.06 | Buy | DCF |
05/13/19 | DMG & Partners | HRnetGroup | 0.77 | 0.94 | Buy | DCF |
05/14/19 | DBS Vickers | HRnetGroup | 0.76 | 0.85 | Hold | PER16x FY19, ex-cash |
06/06/19 | DMG & Partners | HRnetGroup | 0.71 | 0.94 | Buy | |
06/13/19 | CIMB | HRnetGroup | 0.72 | 1.01 | Add | PER18x CY20 |
08/14/19 | DMG & Partners | HRnetGroup | 0.66 | 0.94 | Buy | DCF |
10/15/19 | DMG & Partners | HRnetGroup | 0.58 | 0.94 | Buy | |
11/11/19 | CIMB | HRnetGroup | 0.64 | 0.83 | Add | |
11/11/19 | DMG & Partners | HRnetGroup | 0.64 | 0.81 | Buy | DCF |
Hotel Properties - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/27/19 | Lim & Tan | Hotel Properties | 3.76 | 0 | Hold | |
04/17/19 | OCBC | Hotel Properties | 3.88 | 4.74 | Buy | |
07/15/19 | OCBC | Hotel Properties | 3.69 | 4.74 | Buy |
Hongkong Land - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/17/19 | DBS Vickers | Hongkong Land | 6.92 | 7.86 | Buy | |
01/17/19 | Citibank | Hongkong Land | 6.92 | 5.9 | Sell | |
03/01/19 | DBS Vickers | Hongkong Land | 6.77 | 8.02 | Buy | RNAV (40% discount) |
03/01/19 | Citibank | Hongkong Land | 6.77 | 6.45 | Sell | |
05/10/19 | DBS Vickers | Hongkong Land | 6.97 | 8.02 | Buy | RNAV (40% discount) |
08/02/19 | DBS Vickers | Hongkong Land | 6.09 | 7.93 | Buy | |
08/05/19 | DBS Vickers | Hongkong Land | 6.02 | 7.7 | Buy | RNAV (40% discount) |
08/06/19 | CIMB | Hongkong Land | 5.74 | 7.4 | Add | |
08/06/19 | Citibank | Hongkong Land | 5.74 | 5.85 | Sell | |
12/12/19 | DBS Vickers | Hongkong Land | 5.47 | 6.64 | Buy | RNAV (45% discount) |
Stock calls for 10 February 2020
Date | Analyst | Company | Last | Target | Call | Valuation |
02/10/20 | OCBC | CapitaRetail China | 1.52 | 1.57 | Hold | |
02/10/20 | DBS Vickers | CapitaRetail China | 1.52 | 1.8 | Buy | |
02/10/20 | OCBC | Frasers Logistics | 1.27 | 1.37 | Hold | |
02/10/20 | DBS Vickers | Genting | 0.86 | 1.2 | Buy | |
02/10/20 | DBS Vickers | Netlink | 1.01 | 1.04 | Buy | |
02/10/20 | UOB Kay Hian | OCBC | 10.86 | 12.8 | Buy | |
02/10/20 | DBS Vickers | SIA | 8.58 | 10.4 | Buy | |
02/10/20 | Lim & Tan | SIA Engineering | 2.61 | 0 | Hold | |
02/10/20 | UOB Kay Hian | Singapore Post | 0.89 | 0.99 | Hold | Sum of parts |
02/10/20 | DBS Vickers | Singapore Post | 0.89 | 0.85 | Hold | PER17x FY21 |
02/10/20 | OCBC | Singapore Post | 0.89 | 0.96 | Hold | |
02/10/20 | DBS Vickers | Singtel | 3.32 | 3.8 | Buy | |
02/10/20 | UOB Kay Hian | Singtel | 3.32 | 3.32 | Hold | DCF |
Red alert - China has another bird flu outbreak in Sichuan after Hunan.
https://www.businesstimes.com.sg/energy-commodities/china-reports-first-h5n6-bird-flu-in-sichuan-poultry-farm-ministry
China has another variant of the bird flu (H5N6) outbreak in Sichuan after Hunan's (H5N1).
http://sg-stock.blogspot.com/2020/02/red-alert-h5n1-bird-flu-outbreak-in.html
China has another variant of the bird flu (H5N6) outbreak in Sichuan after Hunan's (H5N1).
http://sg-stock.blogspot.com/2020/02/red-alert-h5n1-bird-flu-outbreak-in.html
omg! Travellers are shunning Singapore!
https://www.straitstimes.com/world/middle-east/coronavirus-qatar-kuwait-advise-citizens-to-avoid-travel-to-singapore
https://www.asiaone.com/asia/coronavirus-not-just-china-travellers-also-avoiding-singapore-and-japan
The middle east countries have issued a travel alert to Singapore and many travellers are shunning Singapore because Singapore is one of the top 3 infected countries. This will definitely impact the tourism and hospitality sectors.
https://www.asiaone.com/asia/coronavirus-not-just-china-travellers-also-avoiding-singapore-and-japan
The middle east countries have issued a travel alert to Singapore and many travellers are shunning Singapore because Singapore is one of the top 3 infected countries. This will definitely impact the tourism and hospitality sectors.
Sunday, February 9, 2020
Saturday, February 8, 2020
Guangzhou and Shenzhen are in lockdown now.
https://www.dimsumdaily.hk/following-guangzhou-housing-estates-in-shenzhen-is-now-in-lockdown-to-prevent-virus-spread/
Omg! The situation in China is getting very bad.
More than 70 cities are in lockdown and more than 100m people are trapped in these Chinese cities.
However, the virus outbreak is not subsiding as more cities are in lockdown.
Omg! The situation in China is getting very bad.
More than 70 cities are in lockdown and more than 100m people are trapped in these Chinese cities.
However, the virus outbreak is not subsiding as more cities are in lockdown.
Baltic dry index - 431
Today, Thursday, February 06 2020, the Baltic Dry Index climbed by 1 point, reaching 431 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.
Bad news! China has started to reduce its imports.
https://finance.yahoo.com/news/chinese-gas-buyer-cnooc-declares-064044988.html
The reduction in commodity imports will have a multiplier effect on other sectors. There is a significant reduction in China's consumption now and this will affect the global economy.
The reduction in commodity imports will have a multiplier effect on other sectors. There is a significant reduction in China's consumption now and this will affect the global economy.
Friday, February 7, 2020
Coronavirus updates!
https://www.worldometers.info/coronavirus/
Singapore is one of the top 3 epicentres in the world and SG has exported the virus to Malaysia, South Korea and the UK.
Singapore is one of the top 3 epicentres in the world and SG has exported the virus to Malaysia, South Korea and the UK.
Singapore raises risk alert to orange!
https://www.businesstimes.com.sg/government-economy/singapore-raises-risk-alert-for-novel-coronavirus-to-orange
SG government raises risk alert to orange and advises organizers to cancel or defer non-essential large scale events.
Is SG airshow essential? of course not! However, our government deems it as essential and insists that it must carry on.
https://www.straitstimes.com/business/economy/major-summit-on-eve-of-singapore-airshow-canceled-on-coronavirus-fears
SG government raises risk alert to orange and advises organizers to cancel or defer non-essential large scale events.
Is SG airshow essential? of course not! However, our government deems it as essential and insists that it must carry on.
https://www.straitstimes.com/business/economy/major-summit-on-eve-of-singapore-airshow-canceled-on-coronavirus-fears
Hong Leong Finance - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/28/19 | Lim & Tan | Hong Leong Finance | 2.71 | 0 | Buy | |
04/26/19 | Lim & Tan | Hong Leong Finance | 2.8 | 0 | Buy |
Hong Leong Asia - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/28/20 | Lim & Tan | Hong Leong Asia | 0.625 | 0 | Buy on weakness |
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