Stock calls for 13 April 2021

Date	Analyst	Company	Last	Target	Call	Valuation
04/13/21	Phillip	A-Reit	3.06	3.64	Buy
04/13/21	DBS Vickers	Frasers Hospitality Trust	0.555	0.85	Buy
04/13/21	CIMB	Jiutian	0.102	0.135	Add
04/13/21	Phillip	Manulife US Reit	0.74	0.84	Buy
04/13/21	Jefferies	SGX	9.96	11.3	Buy
04/13/21	DMG & Partners	Wilmar	5.4	6.3	Buy
04/12/21	UOB Kay Hian	China Sunsine	0.57	0.695	Buy
04/12/21	CIMB	Frasers Logistics	1.47	1.57	Add	DDM
04/12/21	DMG & Partners	ST Engineering	3.99	4.5	Buy

China had managed to help Iran by making US reversed some Iran sanctions.

https://www.reuters.com/article/us-iran-nuclear-usa-sanctions-idUSKBN2BU39F

The US prepared to lift off some Iran sanctions after the Iran-China 25-year bilateral agreement.

China had managed to help Iran after Palestine.

http://sg-stock.blogspot.com/2021/04/china-is-going-to-help-palestinians.html

We can see that the US cannot impose its wills on the Middle Eastern countries when China starts to interfere in the Middle East.

We need to change our diets to fresh water fishes now. Here's why!

https://www.channelnewsasia.com/news/asia/japan-to-release-treated-fukushima-water-into-sea-reports-14588980

As reported, Japan would be releasing its Fukushima water into the pacific ocean which would affect the US and Canada.  Therefore, we must cut back on consuming seawater fishes now!

The effect of radiated water flow is shown below.

How safe is Japanese food now?

According to US FDA, Japanese food is unsafe for consumption as it has imposed a detention order on Japanese food due to radioactive contamination.

The Japanese government has been lying to its people and the world.  As long as international radioactive experts are not investigating the real situation in Japan, we cannot believe in the Japanese government.

We need to ask ourselves this: If the Fukushima water is safe, why is the Japanese government pouring it into the sea.  Japan can jolly keep the contaminated water onshore since it is very safe to store.

ISOTeam - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
11/05/20	DMG & Partners	ISOTeam	0.147	0.21	Buy	PER11x FY21

ISDN - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
06/01/20	CIMB	ISDN	0.235	0.279	Add	Up from $0.22
08/07/20	Amfrasers	ISDN	0.365	0.42	Outperform	PER14x FY21
08/11/20	CIMB	ISDN	0.395	0.501	Add
08/20/20	Amfrasers	ISDN	0.365	0.47	Buy	PER14x FY21
09/22/20	CIMB	ISDN	0.36	0.501	Add
10/07/20	CIMB	ISDN	0.37	0.501	Add
10/12/20	Amfrasers	ISDN	0.38	0.47	Outperform
11/06/20	CIMB	ISDN	0.395	0.648	Add
11/20/20	Amfrasers	ISDN	0.405	0.6	Outperform	PER14x FY21
01/05/21	CIMB	ISDN	0.425	0.65	Add
01/07/21	CIMB	ISDN	0.43	0.72	Add	PER12x FY22
02/08/21	CIMB	ISDN	0.715	0.72	Hold
03/03/21	CIMB	ISDN	0.61	0.72	Add	PER12x FY22

Ireit - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
05/15/20	Phillip	Ireit	0.66	0.77	Buy	DDM
05/21/20	DMG & Partners	Ireit	0.68	0.83	Buy	DDM
06/23/20	DMG & Partners	Ireit	0.735	0.83	Buy
08/13/20	Phillip	Ireit	0.72	0.68	Neutral
09/14/20	Phillip	Ireit	0.69	0.68	Neutral
10/19/20	Phillip	Ireit	0.61	0.68	Neutral
11/13/20	Phillip	Ireit	0.615	0.68	Accumulate	DDM
11/17/20	DMG & Partners	Ireit	0.625	0.7	Buy	DDM
01/18/21	Phillip	Ireit	0.66	0.68	Accumulate
02/22/21	Phillip	Ireit	0.645	0.68	Accumulate
03/01/21	Phillip	Ireit	0.655	0.7	Accumulate	DDM

Stock calls for 12 April 2021

Date	Analyst	Company	Last	Target	Call	Valuation
04/12/21	UOB Kay Hian	China Sunsine	0.57	0.695	Buy
04/12/21	CIMB	Frasers Logistics	1.47	1.57	Add	DDM
04/12/21	DMG & Partners	ST Engineering	3.99	4.5	Buy

Singapore foreign worker got infected after getting full vaccination.

https://sg.news.yahoo.com/covid-19-singapore-20-new-cases-local-transmission-074012218.html

This news is not surprising and is within our expectations because vaccines won't prevent infection.

We had stated earlier about this.

https://sg-stock.blogspot.com/2021/02/vaccines-prevent-illness-but-maybe-not.html

The variants will also change the medical experts' views about the vaccines as the statistics pile up.

Pfizer has finally come clean about its vaccine efficacy. - Part 3

https://www.channelnewsasia.com/news/world/south-african-covid-19-variant-break-through-pfizer-vaccine-14598714

In Feb 2021, Pfizer announced that the variant would reduce its efficacy by 2/3.

Then, in April 2021, Pfizer proclaimed that its vaccine was effective against the variant contradicted its earlier announcement.

Now, Israel declares that Pfizer's vaccine is less effective against the variant which contradicts Pfizer's pronnoucement.

Baltic dry index -2085

Related stock: Sembcorp Marine, Cosco & Pan ocean. 

US rig count (weekly) - 432

 Related stock: Sembcorp Marine & Cosco.

Global inflation is coming! - Part 2

Emerging countries are starting to report inflation in their countries.

Brazil inflation: 6.1%

https://finance.yahoo.com/news/1-brazil-march-inflation-data-161017198.html

Mexico inflation: 4.67%

https://finance.yahoo.com/news/mexico-inflation-spike-fuels-bets-212259316.html

Global inflation is coming!

The latest PPIs from China and the US are showing tremendous upward price pressure now.

US PPI

China PPI

Please read our previous post on PPI vs CPI to gain an insightful understanding.

http://sg-stock.blogspot.com/2020/08/how-do-you-interpret-ppi-vs-cpi-and.html

China is going to help Palestinians establish their own state!

Since the US tried to use Xinjiang's falsehoods to smear and sanction China, China had decided to deal with the real genocide of Palestinians by the Israelis.

We had posted about the sad plight of Palestinians in 2016.

http://sg-stock.blogspot.com/2016/12/israel-is-aggressor-against-palestine.html

Not only is China helping to vaccinate the Palestinians, China has also proposed a new peace initiative between Palestinians and Israelis.  The Palestinians are supporting and welcoming the new peace initiative and this prompted the US to respond with goodwill gestures that benefit the Palestinians now.   The Palestinians have to give kudos to China for this.

https://www.al-monitor.com/originals/2021/03/palestinians-welcome-chinese-peace-initiative

The US will start to lose its influence in this matter since China has started to engage the Palestinians.

Karma is awaiting the US, hahaha!