Saturday, October 16, 2010
Analysis for Singapore market - Straits Times Index
Analysis of Japan market - Nikkei 225
Analysis of US market - Dow Jones Industrial Average
The chart above dated 16/10/10 shows that investors are still pulling funds out of US markets as depicted by the declines in the average trading volumes. This goes to show that investors are selling on rallies to reinvest in other areas such as gold and the rallies don't look sustainable at all unless there is a change in the trend.
K-Reit - A lousy reit!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
05/20/10 CIMB K-Reit 1.06 1.01 Underperform DDM
06/15/10 CIMB K-Reit 1.09 1.01 Underperform
07/20/10 CIMB K-Reit 1.21 1.21 Neutral DDM
10/12/10 CIMB K-Reit 1.37 1.26 Underperform DDM
01/21/10 DBS Vickers K-Reit 1.12 1.11 Hold
02/02/10 DBS Vickers K-Reit 1.08 1.13 Fully Valued
04/20/10 DBS Vickers K-Reit 1.13 1.17 Hold DCF
07/20/10 DBS Vickers K-Reit 1.21 1.2 Hold DCF
10/12/10 Lim & Tan K-Reit 1.37 0 Hold
05/20/10 CIMB K-Reit 1.06 1.01 Underperform DDM
06/15/10 CIMB K-Reit 1.09 1.01 Underperform
07/20/10 CIMB K-Reit 1.21 1.21 Neutral DDM
10/12/10 CIMB K-Reit 1.37 1.26 Underperform DDM
01/21/10 DBS Vickers K-Reit 1.12 1.11 Hold
02/02/10 DBS Vickers K-Reit 1.08 1.13 Fully Valued
04/20/10 DBS Vickers K-Reit 1.13 1.17 Hold DCF
07/20/10 DBS Vickers K-Reit 1.21 1.2 Hold DCF
10/12/10 Lim & Tan K-Reit 1.37 0 Hold
Koda - OCBC has been cutting the target price for this stock but still retains the BUY call.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/11/10 OCBC Koda 0.22 0.295 Buy NTA1x
03/15/10 OCBC Koda 0.215 0.295 Buy
05/13/10 OCBC Koda 0.23 0.3 Buy
07/28/10 OCBC Koda 0.2 0.275 Buy NTA
09/02/10 OCBC Koda 0.195 0.275 Buy
02/11/10 OCBC Koda 0.22 0.295 Buy NTA1x
03/15/10 OCBC Koda 0.215 0.295 Buy
05/13/10 OCBC Koda 0.23 0.3 Buy
07/28/10 OCBC Koda 0.2 0.275 Buy NTA
09/02/10 OCBC Koda 0.195 0.275 Buy
Friday, October 15, 2010
Kingsmen Creatives - The more MICEs, the better!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
05/21/10 DMG & Partners Kingsmen Creatives 0.545 0.77 Buy PER9x
05/24/10 DMG & Partners Kingsmen Creatives 0.53 0.77 Buy PER9x
08/13/10 DMG & Partners Kingsmen Creatives 0.59 0.77 Buy
08/18/10 DMG & Partners Kingsmen Creatives 0.6 0.77 Buy
08/19/10 DMG & Partners Kingsmen Creatives 0.6 0.82 Buy PER9x
02/26/10 Kim Eng Kingsmen Creatives 0.595 0.85 Buy
05/14/10 Kim Eng Kingsmen Creatives 0.58 0.85 Buy
06/24/10 Kim Eng Kingsmen Creatives 0.545 0.85 Buy Sum of parts
06/25/10 Kim Eng Kingsmen Creatives 0.545 0.85 Buy Sum of parts
08/13/10 Kim Eng Kingsmen Creatives 0.59 0.85 Buy
06/29/10 OCBC Kingsmen Creatives 0.59 0.84 Buy PER9x
09/02/10 OCBC Kingsmen Creatives 0.595 0.82 Buy
05/21/10 DMG & Partners Kingsmen Creatives 0.545 0.77 Buy PER9x
05/24/10 DMG & Partners Kingsmen Creatives 0.53 0.77 Buy PER9x
08/13/10 DMG & Partners Kingsmen Creatives 0.59 0.77 Buy
08/18/10 DMG & Partners Kingsmen Creatives 0.6 0.77 Buy
08/19/10 DMG & Partners Kingsmen Creatives 0.6 0.82 Buy PER9x
02/26/10 Kim Eng Kingsmen Creatives 0.595 0.85 Buy
05/14/10 Kim Eng Kingsmen Creatives 0.58 0.85 Buy
06/24/10 Kim Eng Kingsmen Creatives 0.545 0.85 Buy Sum of parts
06/25/10 Kim Eng Kingsmen Creatives 0.545 0.85 Buy Sum of parts
08/13/10 Kim Eng Kingsmen Creatives 0.59 0.85 Buy
06/29/10 OCBC Kingsmen Creatives 0.59 0.84 Buy PER9x
09/02/10 OCBC Kingsmen Creatives 0.595 0.82 Buy
Kingboard Copperfoil - Is there gold in copper or copper is gold?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/11/10 CIMB Kingboard Copper foil 0.31 0.48 Outperform
04/29/10 CIMB Kingboard Copper foil 0.3 0.49 Outperform PB0.7x
03/11/10 CIMB Kingboard Copper foil 0.31 0.48 Outperform
04/29/10 CIMB Kingboard Copper foil 0.3 0.49 Outperform PB0.7x
Baltic Dry Index (BDI) - 2719
Quote:
The index, which gauges the cost of shipping commodities including iron ore, cement, grain, coal and fertiliser, rose 0.89 per cent, or 24 points, to 2,719 after falling on Monday.
End Quote:
The index, which gauges the cost of shipping commodities including iron ore, cement, grain, coal and fertiliser, rose 0.89 per cent, or 24 points, to 2,719 after falling on Monday.
End Quote:
Kian Ann - Well-liked by DMG only.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/18/10 DMG & Partners Kian Ann 0.18 0.17 Neutral DDM
05/19/10 DMG & Partners Kian Ann 0.175 0.22 Buy PER7.1x
05/24/10 DMG & Partners Kian Ann 0.175 0.22 Buy PER7.1x
06/17/10 DMG & Partners Kian Ann 0.16 0.22 Buy
07/01/10 DMG & Partners Kian Ann 0.175 0.22 Buy
09/03/10 DMG & Partners Kian Ann 0.195 0.22 Buy PER7.1x
09/29/10 DMG & Partners Kian Ann 0.2 0.22 Buy
02/18/10 DMG & Partners Kian Ann 0.18 0.17 Neutral DDM
05/19/10 DMG & Partners Kian Ann 0.175 0.22 Buy PER7.1x
05/24/10 DMG & Partners Kian Ann 0.175 0.22 Buy PER7.1x
06/17/10 DMG & Partners Kian Ann 0.16 0.22 Buy
07/01/10 DMG & Partners Kian Ann 0.175 0.22 Buy
09/03/10 DMG & Partners Kian Ann 0.195 0.22 Buy PER7.1x
09/29/10 DMG & Partners Kian Ann 0.2 0.22 Buy
K-Green Trust - Hold call by DBS Vickers despite good dividend yield
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
06/25/10 DBS Vickers K-Green Trust 1.13 1.2 Hold Div Yield 6.5%
06/25/10 DBS Vickers K-Green Trust 1.13 1.2 Hold Div Yield 6.5%
Keppel Land - A very well-covered property stock!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/13/10 AmFraser Keppel Land 3.65 3.45 Hold RNAV
01/26/10 AmFraser Keppel Land 3.44 3.34 Hold RNAV
04/21/10 AmFraser Keppel Land 3.66 3.87 Hold RNAV
07/21/10 AmFraser Keppel Land 4.21 3.88 Hold RNAV
08/30/10 AmFraser Keppel Land 3.93 3.88 Hold
01/11/10 CIMB Keppel Land 3.69 4.27 Outperform RNAV
02/02/10 CIMB Keppel Land 3.3 4.37 Outperform
03/09/10 CIMB Keppel Land 3.47 4.53 Outperform RNAV
04/16/10 CIMB Keppel Land 3.83 4.53 Outperform
04/19/10 CIMB Keppel Land 3.77 4.53 Outperform
04/21/10 CIMB Keppel Land 3.66 4.53 Outperform RNAV
05/05/10 CIMB Keppel Land 3.7 4.51 Outperform RNAV
05/10/10 CIMB Keppel Land 3.53 4.51 Outperform
05/18/10 CIMB Keppel Land 3.69 4.51 Outperform
05/20/10 CIMB Keppel Land 3.57 4.71 Outperform RNAV
06/14/10 CIMB Keppel Land 3.8 4.71 Outperform
07/21/10 CIMB Keppel Land 4.21 4.94 Outperform RNAV
10/12/10 CIMB Keppel Land 4.11 5.09 Outperform RNAV (10% discount)
07/21/10 Credit Suisse Keppel Land 4.21 4.13 Neutral RNAV (16% discount)
01/26/10 DBS Vickers Keppel Land 3.44 3.69 Hold RNAV (10% discount)
03/08/10 DBS Vickers Keppel Land 3.45 3.69 Hold
04/21/10 DBS Vickers Keppel Land 3.66 4.13 Buy RNAV (10% discount)
04/23/10 DBS Vickers Keppel Land 3.72 4.14 Buy RNAV (10% discount)
06/16/10 DBS Vickers Keppel Land 3.83 4.13 Buy
07/16/10 DBS Vickers Keppel Land 4.05 4.14 Buy
07/21/10 DBS Vickers Keppel Land 4.21 4.53 Buy RNAV (10% discount)
08/17/10 DBS Vickers Keppel Land 3.9 4.53 Buy
08/31/10 DBS Vickers Keppel Land 3.85 4.53 Buy
02/01/10 DMG & Partners Keppel Land 3.26 3.84 Buy RNAV
03/15/10 DMG & Partners Keppel Land 3.64 3.84 Neutral
04/06/10 DMG & Partners Keppel Land 3.72 3.84 Buy RNAV
04/16/10 DMG & Partners Keppel Land 3.83 3.84 Neutral
04/21/10 DMG & Partners Keppel Land 3.66 3.84 Neutral RNAV
05/05/10 DMG & Partners Keppel Land 3.7 3.86 Neutral RNAV
07/21/10 DMG & Partners Keppel Land 4.21 4.6 Buy RNAV
07/29/10 DMG & Partners Keppel Land 4.07 4.6 Buy
08/12/10 DMG & Partners Keppel Land 3.88 4.6 Buy
09/24/10 DMG & Partners Keppel Land 3.98 4.6 Buy
10/12/10 DMG & Partners Keppel Land 4.11 4.8 Buy RNAV
01/26/10 Kim Eng Keppel Land 3.44 4.55 Buy RNAV (10% premium)
03/24/10 Kim Eng Keppel Land 3.6 4.68 Buy RNAV (10% premium)
04/21/10 Kim Eng Keppel Land 3.66 4.68 Buy
05/27/10 Kim Eng Keppel Land 3.48 4.71 Buy RNAV (10% premium)
07/12/10 Kim Eng Keppel Land 4 4.71 Buy RNAV (10% premium)
07/21/10 Kim Eng Keppel Land 4.21 4.85 Buy RNAV (10% premium)
09/01/10 Kim Eng Keppel Land 3.88 4.82 Buy PB1.1x
10/12/10 Lim & Tan Keppel Land 4.11 0 Buy
01/08/10 OCBC Keppel Land 3.64 3.86 Hold
02/01/10 OCBC Keppel Land 3.28 3.82 Buy
03/03/10 OCBC Keppel Land 3.41 3.82 Hold
03/12/10 OCBC Keppel Land 3.61 3.82 Buy
03/26/10 OCBC Keppel Land 3.67 4.16 Buy RNAV
04/05/10 OCBC Keppel Land 3.71 4.16 Buy
04/21/10 OCBC Keppel Land 3.66 4.18 Buy RNAV
06/03/10 OCBC Keppel Land 3.46 4.18 Buy RNAV
06/07/10 OCBC Keppel Land 3.71 4.18 Buy RNAV
06/16/10 OCBC Keppel Land 3.83 4.18 Buy
07/05/10 OCBC Keppel Land 3.95 4.18 Buy
07/12/10 OCBC Keppel Land 4 4.5 Buy RNAV
07/16/10 OCBC Keppel Land 4.05 4.5 Buy
07/21/10 UOB Kay Hian Keppel Land 4.21 4.9 Buy
01/13/10 AmFraser Keppel Land 3.65 3.45 Hold RNAV
01/26/10 AmFraser Keppel Land 3.44 3.34 Hold RNAV
04/21/10 AmFraser Keppel Land 3.66 3.87 Hold RNAV
07/21/10 AmFraser Keppel Land 4.21 3.88 Hold RNAV
08/30/10 AmFraser Keppel Land 3.93 3.88 Hold
01/11/10 CIMB Keppel Land 3.69 4.27 Outperform RNAV
02/02/10 CIMB Keppel Land 3.3 4.37 Outperform
03/09/10 CIMB Keppel Land 3.47 4.53 Outperform RNAV
04/16/10 CIMB Keppel Land 3.83 4.53 Outperform
04/19/10 CIMB Keppel Land 3.77 4.53 Outperform
04/21/10 CIMB Keppel Land 3.66 4.53 Outperform RNAV
05/05/10 CIMB Keppel Land 3.7 4.51 Outperform RNAV
05/10/10 CIMB Keppel Land 3.53 4.51 Outperform
05/18/10 CIMB Keppel Land 3.69 4.51 Outperform
05/20/10 CIMB Keppel Land 3.57 4.71 Outperform RNAV
06/14/10 CIMB Keppel Land 3.8 4.71 Outperform
07/21/10 CIMB Keppel Land 4.21 4.94 Outperform RNAV
10/12/10 CIMB Keppel Land 4.11 5.09 Outperform RNAV (10% discount)
07/21/10 Credit Suisse Keppel Land 4.21 4.13 Neutral RNAV (16% discount)
01/26/10 DBS Vickers Keppel Land 3.44 3.69 Hold RNAV (10% discount)
03/08/10 DBS Vickers Keppel Land 3.45 3.69 Hold
04/21/10 DBS Vickers Keppel Land 3.66 4.13 Buy RNAV (10% discount)
04/23/10 DBS Vickers Keppel Land 3.72 4.14 Buy RNAV (10% discount)
06/16/10 DBS Vickers Keppel Land 3.83 4.13 Buy
07/16/10 DBS Vickers Keppel Land 4.05 4.14 Buy
07/21/10 DBS Vickers Keppel Land 4.21 4.53 Buy RNAV (10% discount)
08/17/10 DBS Vickers Keppel Land 3.9 4.53 Buy
08/31/10 DBS Vickers Keppel Land 3.85 4.53 Buy
02/01/10 DMG & Partners Keppel Land 3.26 3.84 Buy RNAV
03/15/10 DMG & Partners Keppel Land 3.64 3.84 Neutral
04/06/10 DMG & Partners Keppel Land 3.72 3.84 Buy RNAV
04/16/10 DMG & Partners Keppel Land 3.83 3.84 Neutral
04/21/10 DMG & Partners Keppel Land 3.66 3.84 Neutral RNAV
05/05/10 DMG & Partners Keppel Land 3.7 3.86 Neutral RNAV
07/21/10 DMG & Partners Keppel Land 4.21 4.6 Buy RNAV
07/29/10 DMG & Partners Keppel Land 4.07 4.6 Buy
08/12/10 DMG & Partners Keppel Land 3.88 4.6 Buy
09/24/10 DMG & Partners Keppel Land 3.98 4.6 Buy
10/12/10 DMG & Partners Keppel Land 4.11 4.8 Buy RNAV
01/26/10 Kim Eng Keppel Land 3.44 4.55 Buy RNAV (10% premium)
03/24/10 Kim Eng Keppel Land 3.6 4.68 Buy RNAV (10% premium)
04/21/10 Kim Eng Keppel Land 3.66 4.68 Buy
05/27/10 Kim Eng Keppel Land 3.48 4.71 Buy RNAV (10% premium)
07/12/10 Kim Eng Keppel Land 4 4.71 Buy RNAV (10% premium)
07/21/10 Kim Eng Keppel Land 4.21 4.85 Buy RNAV (10% premium)
09/01/10 Kim Eng Keppel Land 3.88 4.82 Buy PB1.1x
10/12/10 Lim & Tan Keppel Land 4.11 0 Buy
01/08/10 OCBC Keppel Land 3.64 3.86 Hold
02/01/10 OCBC Keppel Land 3.28 3.82 Buy
03/03/10 OCBC Keppel Land 3.41 3.82 Hold
03/12/10 OCBC Keppel Land 3.61 3.82 Buy
03/26/10 OCBC Keppel Land 3.67 4.16 Buy RNAV
04/05/10 OCBC Keppel Land 3.71 4.16 Buy
04/21/10 OCBC Keppel Land 3.66 4.18 Buy RNAV
06/03/10 OCBC Keppel Land 3.46 4.18 Buy RNAV
06/07/10 OCBC Keppel Land 3.71 4.18 Buy RNAV
06/16/10 OCBC Keppel Land 3.83 4.18 Buy
07/05/10 OCBC Keppel Land 3.95 4.18 Buy
07/12/10 OCBC Keppel Land 4 4.5 Buy RNAV
07/16/10 OCBC Keppel Land 4.05 4.5 Buy
07/21/10 UOB Kay Hian Keppel Land 4.21 4.9 Buy
Keppel Corp - Everyone loves this stock!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
04/15/10 AmFraser Keppel Corp 9.45 10.65 Buy Sum of parts
01/27/10 CIMB Keppel Corp 8.09 10.9 Outperform RNAV
02/02/10 CIMB Keppel Corp 8.54 10.9 Outperform Sum of parts
03/19/10 CIMB Keppel Corp 9.16 11.4 Outperform RNAV
03/22/10 CIMB Keppel Corp 9.02 11.4 Outperform Sum of parts
04/23/10 CIMB Keppel Corp 9.97 11.4 Outperform Sum of parts
05/18/10 CIMB Keppel Corp 9.15 12 Outperform
05/31/10 CIMB Keppel Corp 8.72 12 Outperform Sum of parts
06/03/10 CIMB Keppel Corp 8.52 12 Outperform
07/23/10 CIMB Keppel Corp 8.85 10.7 Outperform Sum of parts
09/20/10 CIMB Keppel Corp 9.1 10.7 Outperform Sum of parts
07/22/10 Credit Suisse Keppel Corp 8.75 10.4 Outperform
02/02/10 DBS Vickers Keppel Corp 8.54 8.43 Hold RNAV (10% discount), PER13.4x
04/23/10 DBS Vickers Keppel Corp 9.97 11.5 Buy Sum of parts
06/28/10 DBS Vickers Keppel Corp 8.76 11.5 Buy
07/23/10 DBS Vickers Keppel Corp 8.85 11.05 Buy Sum of parts
03/02/10 DMG & Partners Keppel Corp 8.44 9.9 Buy Sum of parts, PER14.6x
03/22/10 DMG & Partners Keppel Corp 9.02 9.9 Buy Sum of parts
04/01/10 DMG & Partners Keppel Corp 9.02 9.9 Buy
04/23/10 DMG & Partners Keppel Corp 9.97 9.9 Neutral Sum of parts, PER16.2x, PB2.7x
05/06/10 DMG & Partners Keppel Corp 9.19 9.9 Buy
06/17/10 DMG & Partners Keppel Corp 8.7 9.9 Neutral
06/30/10 DMG & Partners Keppel Corp 8.6 9.9 Buy Sum of parts
07/23/10 DMG & Partners Keppel Corp 8.85 10.22 Buy
07/30/10 DMG & Partners Keppel Corp 9.26 10.22 Buy Sum of parts
08/10/10 DMG & Partners Keppel Corp 9.08 10.22 Buy Sum of parts
09/13/10 DMG & Partners Keppel Corp 8.99 10.22 Buy Sum of parts
09/30/10 DMG & Partners Keppel Corp 8.98 10.22 Buy PER14x
10/13/10 DMG & Partners Keppel Corp 9.63 10.32 Buy Sum of parts
01/27/10 Kim Eng Keppel Corp 8.09 10.8 Buy Sum of parts (10% discount)
04/01/10 Kim Eng Keppel Corp 9.02 11.07 Buy Sum of parts
04/06/10 Kim Eng Keppel Corp 9.56 11.07 Buy Sum of parts
04/15/10 Kim Eng Keppel Corp 9.45 11.07 Buy Sum of parts
04/23/10 Kim Eng Keppel Corp 9.97 11.07 Buy RNAV (10% discount)
06/03/10 Kim Eng Keppel Corp 8.52 11.07 Buy Sum of parts
07/22/10 Kim Eng Keppel Corp 8.75 11.07 Buy
07/23/10 Kim Eng Keppel Corp 8.85 11.07 Buy Sum of parts
09/23/10 Kim Eng Keppel Corp 9 11.07 Buy Sum of parts
01/27/10 Lim & Tan Keppel Corp 8.09 0 Buy
02/02/10 Lim & Tan Keppel Corp 8.54 0 Buy
04/15/10 Lim & Tan Keppel Corp 9.45 0 Buy
04/23/10 Lim & Tan Keppel Corp 9.97 0 Buy
05/31/10 Lim & Tan Keppel Corp 8.72 0 Buy
01/13/10 OCBC Keppel Corp 8.57 9.93 Buy Sum of parts
03/05/10 OCBC Keppel Corp 8.47 9.93 Buy
03/11/10 OCBC Keppel Corp 8.59 9.93 Buy
03/29/10 OCBC Keppel Corp 9.15 10.2 Buy Sum of parts
04/05/10 OCBC Keppel Corp 9.44 10.2 Buy
04/23/10 OCBC Keppel Corp 9.97 11.22 Buy
05/06/10 OCBC Keppel Corp 9.19 11.22 Buy
05/20/10 OCBC Keppel Corp 8.9 11.22 Buy
06/02/10 OCBC Keppel Corp 8.56 11.22 Buy
06/09/10 OCBC Keppel Corp 8.5 11.22 Buy
07/08/10 OCBC Keppel Corp 8.45 11.22 Buy
07/15/10 OCBC Keppel Corp 8.9 11.22 Buy
09/02/10 OCBC Keppel Corp 8.95 11.22 Buy
09/08/10 OCBC Keppel Corp 9.15 11.22 Buy
09/13/10 OCBC Keppel Corp 8.99 11.22 Buy
09/27/10 OCBC Keppel Corp 9.04 11.22 Buy
10/04/10 OCBC Keppel Corp 9.11 11.22 Buy
04/15/10 AmFraser Keppel Corp 9.45 10.65 Buy Sum of parts
01/27/10 CIMB Keppel Corp 8.09 10.9 Outperform RNAV
02/02/10 CIMB Keppel Corp 8.54 10.9 Outperform Sum of parts
03/19/10 CIMB Keppel Corp 9.16 11.4 Outperform RNAV
03/22/10 CIMB Keppel Corp 9.02 11.4 Outperform Sum of parts
04/23/10 CIMB Keppel Corp 9.97 11.4 Outperform Sum of parts
05/18/10 CIMB Keppel Corp 9.15 12 Outperform
05/31/10 CIMB Keppel Corp 8.72 12 Outperform Sum of parts
06/03/10 CIMB Keppel Corp 8.52 12 Outperform
07/23/10 CIMB Keppel Corp 8.85 10.7 Outperform Sum of parts
09/20/10 CIMB Keppel Corp 9.1 10.7 Outperform Sum of parts
07/22/10 Credit Suisse Keppel Corp 8.75 10.4 Outperform
02/02/10 DBS Vickers Keppel Corp 8.54 8.43 Hold RNAV (10% discount), PER13.4x
04/23/10 DBS Vickers Keppel Corp 9.97 11.5 Buy Sum of parts
06/28/10 DBS Vickers Keppel Corp 8.76 11.5 Buy
07/23/10 DBS Vickers Keppel Corp 8.85 11.05 Buy Sum of parts
03/02/10 DMG & Partners Keppel Corp 8.44 9.9 Buy Sum of parts, PER14.6x
03/22/10 DMG & Partners Keppel Corp 9.02 9.9 Buy Sum of parts
04/01/10 DMG & Partners Keppel Corp 9.02 9.9 Buy
04/23/10 DMG & Partners Keppel Corp 9.97 9.9 Neutral Sum of parts, PER16.2x, PB2.7x
05/06/10 DMG & Partners Keppel Corp 9.19 9.9 Buy
06/17/10 DMG & Partners Keppel Corp 8.7 9.9 Neutral
06/30/10 DMG & Partners Keppel Corp 8.6 9.9 Buy Sum of parts
07/23/10 DMG & Partners Keppel Corp 8.85 10.22 Buy
07/30/10 DMG & Partners Keppel Corp 9.26 10.22 Buy Sum of parts
08/10/10 DMG & Partners Keppel Corp 9.08 10.22 Buy Sum of parts
09/13/10 DMG & Partners Keppel Corp 8.99 10.22 Buy Sum of parts
09/30/10 DMG & Partners Keppel Corp 8.98 10.22 Buy PER14x
10/13/10 DMG & Partners Keppel Corp 9.63 10.32 Buy Sum of parts
01/27/10 Kim Eng Keppel Corp 8.09 10.8 Buy Sum of parts (10% discount)
04/01/10 Kim Eng Keppel Corp 9.02 11.07 Buy Sum of parts
04/06/10 Kim Eng Keppel Corp 9.56 11.07 Buy Sum of parts
04/15/10 Kim Eng Keppel Corp 9.45 11.07 Buy Sum of parts
04/23/10 Kim Eng Keppel Corp 9.97 11.07 Buy RNAV (10% discount)
06/03/10 Kim Eng Keppel Corp 8.52 11.07 Buy Sum of parts
07/22/10 Kim Eng Keppel Corp 8.75 11.07 Buy
07/23/10 Kim Eng Keppel Corp 8.85 11.07 Buy Sum of parts
09/23/10 Kim Eng Keppel Corp 9 11.07 Buy Sum of parts
01/27/10 Lim & Tan Keppel Corp 8.09 0 Buy
02/02/10 Lim & Tan Keppel Corp 8.54 0 Buy
04/15/10 Lim & Tan Keppel Corp 9.45 0 Buy
04/23/10 Lim & Tan Keppel Corp 9.97 0 Buy
05/31/10 Lim & Tan Keppel Corp 8.72 0 Buy
01/13/10 OCBC Keppel Corp 8.57 9.93 Buy Sum of parts
03/05/10 OCBC Keppel Corp 8.47 9.93 Buy
03/11/10 OCBC Keppel Corp 8.59 9.93 Buy
03/29/10 OCBC Keppel Corp 9.15 10.2 Buy Sum of parts
04/05/10 OCBC Keppel Corp 9.44 10.2 Buy
04/23/10 OCBC Keppel Corp 9.97 11.22 Buy
05/06/10 OCBC Keppel Corp 9.19 11.22 Buy
05/20/10 OCBC Keppel Corp 8.9 11.22 Buy
06/02/10 OCBC Keppel Corp 8.56 11.22 Buy
06/09/10 OCBC Keppel Corp 8.5 11.22 Buy
07/08/10 OCBC Keppel Corp 8.45 11.22 Buy
07/15/10 OCBC Keppel Corp 8.9 11.22 Buy
09/02/10 OCBC Keppel Corp 8.95 11.22 Buy
09/08/10 OCBC Keppel Corp 9.15 11.22 Buy
09/13/10 OCBC Keppel Corp 8.99 11.22 Buy
09/27/10 OCBC Keppel Corp 9.04 11.22 Buy
10/04/10 OCBC Keppel Corp 9.11 11.22 Buy
Kencana Agri - Buy calls from DBS & DMG
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/01/10 DBS Vickers Kencana Agri 0.275 0.37 Buy DCF
03/02/10 DBS Vickers Kencana Agri 0.285 0.37 Buy DCF
05/13/10 DBS Vickers Kencana Agri 0.32 0.39 Buy DCF (40% discount)
04/07/10 DMG & Partners Kencana Agri 0.3 0.375 Buy PER20x
02/01/10 DBS Vickers Kencana Agri 0.275 0.37 Buy DCF
03/02/10 DBS Vickers Kencana Agri 0.285 0.37 Buy DCF
05/13/10 DBS Vickers Kencana Agri 0.32 0.39 Buy DCF (40% discount)
04/07/10 DMG & Partners Kencana Agri 0.3 0.375 Buy PER20x
Karin - Buy call from OCBC
01/12/10 OCBC Karin 0.215 0.28 Buy PER8x
02/11/10 OCBC Karin 0.225 0.28 Buy PER8x
06/17/10 OCBC Karin 0.22 0.28 Buy
08/26/10 OCBC Karin 0.215 0.28 Buy PER8x
09/02/10 OCBC Karin 0.22 0.28 Buy
02/11/10 OCBC Karin 0.225 0.28 Buy PER8x
06/17/10 OCBC Karin 0.22 0.28 Buy
08/26/10 OCBC Karin 0.215 0.28 Buy PER8x
09/02/10 OCBC Karin 0.22 0.28 Buy
JES - DBS Vickers loves this stock very much!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
09/21/10 DBS Vickers JES 0.26 0.46 Buy
09/21/10 DBS Vickers JES 0.26 0.46 Buy
Jaya Holdings - Buy call from DBS Vickers!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
10/14/10 DBS Vickers Jaya 0.68 1.15 Buy RNAV
10/14/10 DBS Vickers Jaya 0.68 1.15 Buy RNAV
Tuesday, October 12, 2010
Jardine C&C - Car sales is no longer as good as before?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
04/30/10 DMG & Partners Jardine C&C 29.52 28.09 Neutral
04/30/10 DMG & Partners Jardine C&C 29.52 28.09 Neutral
Monday, October 11, 2010
Innovalues - CIMB sees good value in this stock.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/26/10 CIMB Innovalues 0.15 0.2 Outperform PB1x
03/11/10 CIMB Innovalues 0.16 0.2 Outperform
02/26/10 CIMB Innovalues 0.15 0.2 Outperform PB1x
03/11/10 CIMB Innovalues 0.16 0.2 Outperform
Indofood Agri - Downgraded by analysts!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
05/03/10 AmFraser Indofood Agri 2.42 2.3 Hold
04/30/10 CIMB Indofood Agri 2.42 2.86 Trading Buy PER18x
08/12/10 CIMB Indofood Agri 2.45 2.25 Underperform PER15x
08/12/10 CIMB Indofood Agri 2.45 2.25 Underperform PER15x
09/13/10 CIMB Indofood Agri 2.35 2.25 Underperform
02/26/10 DBS Vickers Indofood Agri 2.15 2.3 Hold
05/03/10 DBS Vickers Indofood Agri 2.4 2.75 Buy
05/17/10 DBS Vickers Indofood Agri 2.22 2.75 Buy
08/13/10 DBS Vickers Indofood Agri 2.34 2.4 Hold DCF
03/03/10 DMG & Partners Indofood Agri 2.09 2.02 Neutral PER15x
05/03/10 DMG & Partners Indofood Agri 2.39 2.19 Neutral PER15x
08/16/10 DMG & Partners Indofood Agri 2.34 2.33 Neutral PER15x
01/08/10 Kim Eng Indofood Agri 2.37 2.82 Buy PER18x
02/26/10 Kim Eng Indofood Agri 2.11 2.61 Buy PER18x
05/03/10 Kim Eng Indofood Agri 2.4 2.79 Buy PER17x
08/13/10 Kim Eng Indofood Agri 2.34 2.34 Hold PER17x
01/04/10 phillip Indofood Agri 2.33 2.77 Buy PER18.63x, PB2.6x
01/05/10 phillip Indofood Agri 2.33 2.77 Buy PER18.63x, PB2.6x
03/25/10 phillip Indofood Agri 2.15 2.51 Buy DCF
05/03/10 phillip Indofood Agri 2.4 2.83 Buy DCF
08/13/10 phillip Indofood Agri 2.34 2.67 Hold DCF
05/03/10 AmFraser Indofood Agri 2.42 2.3 Hold
04/30/10 CIMB Indofood Agri 2.42 2.86 Trading Buy PER18x
08/12/10 CIMB Indofood Agri 2.45 2.25 Underperform PER15x
08/12/10 CIMB Indofood Agri 2.45 2.25 Underperform PER15x
09/13/10 CIMB Indofood Agri 2.35 2.25 Underperform
02/26/10 DBS Vickers Indofood Agri 2.15 2.3 Hold
05/03/10 DBS Vickers Indofood Agri 2.4 2.75 Buy
05/17/10 DBS Vickers Indofood Agri 2.22 2.75 Buy
08/13/10 DBS Vickers Indofood Agri 2.34 2.4 Hold DCF
03/03/10 DMG & Partners Indofood Agri 2.09 2.02 Neutral PER15x
05/03/10 DMG & Partners Indofood Agri 2.39 2.19 Neutral PER15x
08/16/10 DMG & Partners Indofood Agri 2.34 2.33 Neutral PER15x
01/08/10 Kim Eng Indofood Agri 2.37 2.82 Buy PER18x
02/26/10 Kim Eng Indofood Agri 2.11 2.61 Buy PER18x
05/03/10 Kim Eng Indofood Agri 2.4 2.79 Buy PER17x
08/13/10 Kim Eng Indofood Agri 2.34 2.34 Hold PER17x
01/04/10 phillip Indofood Agri 2.33 2.77 Buy PER18.63x, PB2.6x
01/05/10 phillip Indofood Agri 2.33 2.77 Buy PER18.63x, PB2.6x
03/25/10 phillip Indofood Agri 2.15 2.51 Buy DCF
05/03/10 phillip Indofood Agri 2.4 2.83 Buy DCF
08/13/10 phillip Indofood Agri 2.34 2.67 Hold DCF
Saturday, October 9, 2010
Hyflux Water Trust - Accept the offer!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/26/10 DBS Vickers Hyflux Water Trust 0.705 0.7 Hold
05/14/10 DBS Vickers Hyflux Water Trust 0.665 0.68 Hold
08/03/10 DBS Vickers Hyflux Water Trust 0.685 0.78 Accept Offer
02/26/10 DBS Vickers Hyflux Water Trust 0.705 0.7 Hold
05/14/10 DBS Vickers Hyflux Water Trust 0.665 0.68 Hold
08/03/10 DBS Vickers Hyflux Water Trust 0.685 0.78 Accept Offer
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