Quote:
The index, which gauges the cost of shipping commodities including iron ore, cement, grain, coal, and fertiliser, rose 1.11 per cent, or 24 points, to 2,179 points in the first gain since Oct 28. The index had fallen for 17 straight sessions previously, dropping over 20 per cent.
End Quote
Wednesday, November 24, 2010
First was Greece, then came Ireland, so who's next?
It seems that the financial problems in EU are deep rooted and are spreading insidiously across Europe.
First, it was Greece to be bailed out. Then, Ireland also started to seek bailout recently. Just how many more countries can IMF and EU save? Portugal and Spain are still struggling now but the last draw will be the collapse of Spain.
Why? Well, the financial strains in Spain are twice bigger than the problems of Greece, Ireland & Portugal added together.
First, it was Greece to be bailed out. Then, Ireland also started to seek bailout recently. Just how many more countries can IMF and EU save? Portugal and Spain are still struggling now but the last draw will be the collapse of Spain.
Why? Well, the financial strains in Spain are twice bigger than the problems of Greece, Ireland & Portugal added together.
Sunpower - This stock has the power of the sun.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
08/11/10 phillip Sunpower 0.29 0.46 Buy 58.62068966
11/12/10 phillip Sunpower 0.325 0.56 Buy 72.30769231 PER13.3x
08/11/10 phillip Sunpower 0.29 0.46 Buy 58.62068966
11/12/10 phillip Sunpower 0.325 0.56 Buy 72.30769231 PER13.3x
STX Pan Ocean - Not a good shipper!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/22/10 CIMB STX Pan Ocean 13.8 17.3 Outperform Sum of parts
05/14/10 CIMB STX Pan Ocean 15 17.3 Outperform Sum of parts
05/18/10 CIMB STX Pan Ocean 15 17.3 Outperform
08/13/10 CIMB STX Pan Ocean 13.6 13.9 Neutral Sum of parts (10% discount)
08/16/10 CIMB STX Pan Ocean 13.88 13.9 Neutral Sum of parts (10% discount)
11/12/10 CIMB STX Pan Ocean 15.52 13.9 Underperform Sum of parts (10% discount)
11/15/10 CIMB STX Pan Ocean 14.62 13.85 Underperform Sum of parts (10% discount)
02/22/10 DBS Vickers STX Pan Ocean 13.8 10.5 Fully Valued PB0.7x
02/22/10 CIMB STX Pan Ocean 13.8 17.3 Outperform Sum of parts
05/14/10 CIMB STX Pan Ocean 15 17.3 Outperform Sum of parts
05/18/10 CIMB STX Pan Ocean 15 17.3 Outperform
08/13/10 CIMB STX Pan Ocean 13.6 13.9 Neutral Sum of parts (10% discount)
08/16/10 CIMB STX Pan Ocean 13.88 13.9 Neutral Sum of parts (10% discount)
11/12/10 CIMB STX Pan Ocean 15.52 13.9 Underperform Sum of parts (10% discount)
11/15/10 CIMB STX Pan Ocean 14.62 13.85 Underperform Sum of parts (10% discount)
02/22/10 DBS Vickers STX Pan Ocean 13.8 10.5 Fully Valued PB0.7x
Tuesday, November 23, 2010
Straits Asia - No longer in favour?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/13/10 CIMB Straits Asia 2.6 3.37 Trading Buy DCF
03/08/10 CIMB Straits Asia 1.99 2.09 Neutral DCF
08/16/10 CIMB Straits Asia 2.08 1.95 Underperform DCF
11/03/10 CIMB Straits Asia 2.32 2.01 Underperform DCF
01/19/10 DBS Vickers Straits Asia 2.57 3.35 Buy DCF
02/25/10 DBS Vickers Straits Asia 2.14 3.2 Buy DCF
10/08/10 DBS Vickers Straits Asia 2.34 2.3 Hold DCF
11/04/10 DBS Vickers Straits Asia 2.33 2.3 Hold DCF
04/08/10 DMG & Partners Straits Asia 1.19 1.4 Buy PER15x
04/12/10 DMG & Partners Straits Asia 2.21 2.08 Neutral DCF
04/29/10 DMG & Partners Straits Asia 2.04 2.08 Neutral DCF, PER11.4x
06/17/10 DMG & Partners Straits Asia 2.04 2.08 Neutral DCF, PER11.4x
08/16/10 DMG & Partners Straits Asia 2.08 2.08 Neutral DCF
08/23/10 DMG & Partners Straits Asia 2.13 2.1 Neutral DCF, PER11.5x
11/03/10 DMG & Partners Straits Asia 2.32 2.1 Neutral DCF, PER11.5x
11/08/10 DMG & Partners Straits Asia 2.35 2.1 Neutral DCF, PER11.5x
08/02/10 Merrill Lynch Straits Asia 2.14 2.87 Buy DCF
11/04/10 Nomura Straits Asia 2.33 2.8 Buy
01/20/10 OCBC Straits Asia 2.57 2.49 Hold
02/25/10 OCBC Straits Asia 2.14 1.73 Sell
03/05/10 OCBC Straits Asia 1.97 1.76 Sell
03/10/10 OCBC Straits Asia 2.12 1.76 Sell
04/27/10 OCBC Straits Asia 2.11 1.76 Sell
04/29/10 OCBC Straits Asia 2.04 1.8 Sell
06/03/10 OCBC Straits Asia 1.85 1.82 Hold DCF
06/15/10 OCBC Straits Asia 2.01 1.82 Hold
07/09/10 OCBC Straits Asia 1.95 1.85 Hold DCF
08/18/10 OCBC Straits Asia 2.04 2.08 Hold
09/08/10 OCBC Straits Asia 2.1 2.08 Hold
10/06/10 OCBC Straits Asia 2.33 2.24 Hold
01/13/10 CIMB Straits Asia 2.6 3.37 Trading Buy DCF
03/08/10 CIMB Straits Asia 1.99 2.09 Neutral DCF
08/16/10 CIMB Straits Asia 2.08 1.95 Underperform DCF
11/03/10 CIMB Straits Asia 2.32 2.01 Underperform DCF
01/19/10 DBS Vickers Straits Asia 2.57 3.35 Buy DCF
02/25/10 DBS Vickers Straits Asia 2.14 3.2 Buy DCF
10/08/10 DBS Vickers Straits Asia 2.34 2.3 Hold DCF
11/04/10 DBS Vickers Straits Asia 2.33 2.3 Hold DCF
04/08/10 DMG & Partners Straits Asia 1.19 1.4 Buy PER15x
04/12/10 DMG & Partners Straits Asia 2.21 2.08 Neutral DCF
04/29/10 DMG & Partners Straits Asia 2.04 2.08 Neutral DCF, PER11.4x
06/17/10 DMG & Partners Straits Asia 2.04 2.08 Neutral DCF, PER11.4x
08/16/10 DMG & Partners Straits Asia 2.08 2.08 Neutral DCF
08/23/10 DMG & Partners Straits Asia 2.13 2.1 Neutral DCF, PER11.5x
11/03/10 DMG & Partners Straits Asia 2.32 2.1 Neutral DCF, PER11.5x
11/08/10 DMG & Partners Straits Asia 2.35 2.1 Neutral DCF, PER11.5x
08/02/10 Merrill Lynch Straits Asia 2.14 2.87 Buy DCF
11/04/10 Nomura Straits Asia 2.33 2.8 Buy
01/20/10 OCBC Straits Asia 2.57 2.49 Hold
02/25/10 OCBC Straits Asia 2.14 1.73 Sell
03/05/10 OCBC Straits Asia 1.97 1.76 Sell
03/10/10 OCBC Straits Asia 2.12 1.76 Sell
04/27/10 OCBC Straits Asia 2.11 1.76 Sell
04/29/10 OCBC Straits Asia 2.04 1.8 Sell
06/03/10 OCBC Straits Asia 1.85 1.82 Hold DCF
06/15/10 OCBC Straits Asia 2.01 1.82 Hold
07/09/10 OCBC Straits Asia 1.95 1.85 Hold DCF
08/18/10 OCBC Straits Asia 2.04 2.08 Hold
09/08/10 OCBC Straits Asia 2.1 2.08 Hold
10/06/10 OCBC Straits Asia 2.33 2.24 Hold
STATS - Sell call by Lim & Tan
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/05/10 Lim & Tan STATS 1.09 0 Buy
04/28/10 Lim & Tan STATS 1.15 0 Buy
05/24/10 Lim & Tan STATS 0.97 0 Buy
06/09/10 Lim & Tan STATS 1.07 0 Buy
06/14/10 Lim & Tan STATS 1.08 0 Buy
06/16/10 Lim & Tan STATS 1.07 0 Buy
06/18/10 Lim & Tan STATS 1.08 0 Buy
08/02/10 Lim & Tan STATS 1.15 0 Buy
08/05/10 Lim & Tan STATS 1.23 0 Buy
10/29/10 Lim & Tan STATS 0.985 0 Sell
01/05/10 Lim & Tan STATS 1.09 0 Buy
04/28/10 Lim & Tan STATS 1.15 0 Buy
05/24/10 Lim & Tan STATS 0.97 0 Buy
06/09/10 Lim & Tan STATS 1.07 0 Buy
06/14/10 Lim & Tan STATS 1.08 0 Buy
06/16/10 Lim & Tan STATS 1.07 0 Buy
06/18/10 Lim & Tan STATS 1.08 0 Buy
08/02/10 Lim & Tan STATS 1.15 0 Buy
08/05/10 Lim & Tan STATS 1.23 0 Buy
10/29/10 Lim & Tan STATS 0.985 0 Sell
Monday, November 22, 2010
Starhub - It looks like this stock is no better than Singtel.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
05/07/10 AmFraser Starhub 2.27 1.88 Sell
05/10/10 AmFraser Starhub 2.19 1.88 Sell
08/06/10 AmFraser Starhub 2.33 1.88 Sell
02/05/10 CIMB Starhub 2.17 2.14 Underperform DCF
03/05/10 CIMB Starhub 2.17 2.14 Underperform
04/15/10 CIMB Starhub 2.38 2.14 Underperform
05/12/10 CIMB Starhub 2.18 2.14 Underperform
05/18/10 CIMB Starhub 2.23 2.14 Underperform
05/19/10 CIMB Starhub 2.27 2.14 Underperform
08/06/10 CIMB Starhub 2.33 2.14 Underperform DCF
08/30/10 CIMB Starhub 2.38 2.14 Underperform
09/03/10 CIMB Starhub 2.52 2.14 Underperform DCF
10/18/10 CIMB Starhub 2.62 2.24 Underperform DCF
11/10/10 CIMB Starhub 2.8 2.5 Underperform DCF
01/05/10 DBS Vickers Starhub 2.17 2.06 Fully Valued PER12x
02/05/10 DBS Vickers Starhub 2.17 2.06 Fully Valued PER12x
03/15/10 DBS Vickers Starhub 2.15 2.06 Fully Valued
05/07/10 DBS Vickers Starhub 2.27 2.06 Fully Valued
07/28/10 DBS Vickers Starhub 2.31 2.2 Fully Valued DCF
07/30/10 DBS Vickers Starhub 2.35 2.2 Fully Valued
08/06/10 DBS Vickers Starhub 2.33 2.2 Fully Valued DCF
08/18/10 DBS Vickers Starhub 2.38 2.2 Fully Valued
09/01/10 DBS Vickers Starhub 2.46 2.2 Fully Valued
09/03/10 DBS Vickers Starhub 2.52 2.2 Fully Valued
09/07/10 DBS Vickers Starhub 2.49 2.2 Fully Valued
11/04/10 DBS Vickers Starhub 2.76 2.2 Sell DCF
02/05/10 DMG & Partners Starhub 2.17 2.2 Neutral DCF
04/09/10 DMG & Partners Starhub 2.35 2.2 Neutral
04/28/10 DMG & Partners Starhub 2.38 2.2 Neutral
05/07/10 DMG & Partners Starhub 2.27 2.15 Neutral DCF
05/10/10 DMG & Partners Starhub 2.19 2.15 Neutral
07/22/10 DMG & Partners Starhub 2.32 2.15 Neutral
08/06/10 DMG & Partners Starhub 2.32 2.15 Neutral
09/01/10 DMG & Partners Starhub 2.46 2.15 Neutral
09/02/10 DMG & Partners Starhub 2.46 2.15 Neutral
09/07/10 DMG & Partners Starhub 2.49 2.15 Neutral
11/10/10 DMG & Partners Starhub 2.8 2.85 Neutral DCF
02/05/10 Kim Eng Starhub 2.17 1.8 Sell PER10x
03/18/10 Kim Eng Starhub 2.23 1.8 Sell
08/06/10 Kim Eng Starhub 2.33 2.78 Buy PER15x
10/06/10 Kim Eng Starhub 2.6 2.78 Buy
11/10/10 Kim Eng Starhub 2.8 3.27 Buy Yield 5.5%
01/29/10 OCBC Starhub 2.1 2.29 Buy
02/05/10 OCBC Starhub 2.17 2.29 Buy
03/30/10 OCBC Starhub 2.3 2.44 Buy DCF
05/19/10 OCBC Starhub 2.27 2.32 Buy 8.8% Div Yield
06/16/10 OCBC Starhub 2.24 2.32 Buy Div Yield 8.8%
07/06/10 OCBC Starhub 2.29 2.32 Buy
07/28/10 OCBC Starhub 2.31 2.32 Buy Div Yield 8.8%
09/01/10 OCBC Starhub 2.46 2.41 Buy Div Yield 7.3%
09/02/10 OCBC Starhub 2.46 2.41 Buy
10/11/10 OCBC Starhub 2.57 2.58 Buy Div Yield 7%
02/05/10 phillip Starhub 2.17 2.05 Hold DCF
05/07/10 phillip Starhub 2.27 1.92 Sell
08/06/10 phillip Starhub 2.33 2.16 Hold DCF
09/03/10 phillip Starhub 2.52 2.41 Hold
11/10/10 phillip Starhub 2.8 2.63 Hold
05/07/10 AmFraser Starhub 2.27 1.88 Sell
05/10/10 AmFraser Starhub 2.19 1.88 Sell
08/06/10 AmFraser Starhub 2.33 1.88 Sell
02/05/10 CIMB Starhub 2.17 2.14 Underperform DCF
03/05/10 CIMB Starhub 2.17 2.14 Underperform
04/15/10 CIMB Starhub 2.38 2.14 Underperform
05/12/10 CIMB Starhub 2.18 2.14 Underperform
05/18/10 CIMB Starhub 2.23 2.14 Underperform
05/19/10 CIMB Starhub 2.27 2.14 Underperform
08/06/10 CIMB Starhub 2.33 2.14 Underperform DCF
08/30/10 CIMB Starhub 2.38 2.14 Underperform
09/03/10 CIMB Starhub 2.52 2.14 Underperform DCF
10/18/10 CIMB Starhub 2.62 2.24 Underperform DCF
11/10/10 CIMB Starhub 2.8 2.5 Underperform DCF
01/05/10 DBS Vickers Starhub 2.17 2.06 Fully Valued PER12x
02/05/10 DBS Vickers Starhub 2.17 2.06 Fully Valued PER12x
03/15/10 DBS Vickers Starhub 2.15 2.06 Fully Valued
05/07/10 DBS Vickers Starhub 2.27 2.06 Fully Valued
07/28/10 DBS Vickers Starhub 2.31 2.2 Fully Valued DCF
07/30/10 DBS Vickers Starhub 2.35 2.2 Fully Valued
08/06/10 DBS Vickers Starhub 2.33 2.2 Fully Valued DCF
08/18/10 DBS Vickers Starhub 2.38 2.2 Fully Valued
09/01/10 DBS Vickers Starhub 2.46 2.2 Fully Valued
09/03/10 DBS Vickers Starhub 2.52 2.2 Fully Valued
09/07/10 DBS Vickers Starhub 2.49 2.2 Fully Valued
11/04/10 DBS Vickers Starhub 2.76 2.2 Sell DCF
02/05/10 DMG & Partners Starhub 2.17 2.2 Neutral DCF
04/09/10 DMG & Partners Starhub 2.35 2.2 Neutral
04/28/10 DMG & Partners Starhub 2.38 2.2 Neutral
05/07/10 DMG & Partners Starhub 2.27 2.15 Neutral DCF
05/10/10 DMG & Partners Starhub 2.19 2.15 Neutral
07/22/10 DMG & Partners Starhub 2.32 2.15 Neutral
08/06/10 DMG & Partners Starhub 2.32 2.15 Neutral
09/01/10 DMG & Partners Starhub 2.46 2.15 Neutral
09/02/10 DMG & Partners Starhub 2.46 2.15 Neutral
09/07/10 DMG & Partners Starhub 2.49 2.15 Neutral
11/10/10 DMG & Partners Starhub 2.8 2.85 Neutral DCF
02/05/10 Kim Eng Starhub 2.17 1.8 Sell PER10x
03/18/10 Kim Eng Starhub 2.23 1.8 Sell
08/06/10 Kim Eng Starhub 2.33 2.78 Buy PER15x
10/06/10 Kim Eng Starhub 2.6 2.78 Buy
11/10/10 Kim Eng Starhub 2.8 3.27 Buy Yield 5.5%
01/29/10 OCBC Starhub 2.1 2.29 Buy
02/05/10 OCBC Starhub 2.17 2.29 Buy
03/30/10 OCBC Starhub 2.3 2.44 Buy DCF
05/19/10 OCBC Starhub 2.27 2.32 Buy 8.8% Div Yield
06/16/10 OCBC Starhub 2.24 2.32 Buy Div Yield 8.8%
07/06/10 OCBC Starhub 2.29 2.32 Buy
07/28/10 OCBC Starhub 2.31 2.32 Buy Div Yield 8.8%
09/01/10 OCBC Starhub 2.46 2.41 Buy Div Yield 7.3%
09/02/10 OCBC Starhub 2.46 2.41 Buy
10/11/10 OCBC Starhub 2.57 2.58 Buy Div Yield 7%
02/05/10 phillip Starhub 2.17 2.05 Hold DCF
05/07/10 phillip Starhub 2.27 1.92 Sell
08/06/10 phillip Starhub 2.33 2.16 Hold DCF
09/03/10 phillip Starhub 2.52 2.41 Hold
11/10/10 phillip Starhub 2.8 2.63 Hold
ST Engineering - This company covers businesses from the air, sea & land!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/19/10 CIMB ST Engineering 3.19 2.98 Underperform PER20.1x
04/01/10 CIMB ST Engineering 3.19 3.62 Outperform PER18.5x
05/05/10 CIMB ST Engineering 3.13 3.62 Outperform Blended (PER, DCF, Div Yield)
05/18/10 CIMB ST Engineering 3.22 3.62 Outperform
08/04/10 CIMB ST Engineering 3.26 3.62 Outperform
11/10/10 CIMB ST Engineering 3.47 3.88 Outperform DCF & PER
01/06/10 DBS Vickers ST Engineering 3.27 3.8 Buy PER23x
01/18/10 DBS Vickers ST Engineering 3.22 3.8 Buy
02/19/10 DBS Vickers ST Engineering 3.19 3.6 Buy
05/05/10 DBS Vickers ST Engineering 3.13 3.55 Buy
08/04/10 DBS Vickers ST Engineering 3.26 3.55 Buy
08/20/10 DBS Vickers ST Engineering 3.15 3.55 Buy
11/10/10 DBS Vickers ST Engineering 3.47 3.85 Buy Sum of parts
05/05/10 DMG & Partners ST Engineering 3.13 3.15 Hold PER19.9x
02/19/10 Kim Eng ST Engineering 3.19 3.15 Hold PER19x
04/01/10 Kim Eng ST Engineering 3.19 3.15 Hold PER19.3x
04/09/10 Kim Eng ST Engineering 3.28 3.15 Hold PER15x
08/04/10 Kim Eng ST Engineering 3.26 3.15 Hold PER20x
09/30/10 Kim Eng ST Engineering 3.37 3.15 Hold
11/10/10 Kim Eng ST Engineering 3.47 3.15 Hold
08/04/10 Macquarie ST Engineering 3.26 3.8 Outperform
09/20/10 OCBC ST Engineering 3.32 3.66 Buy PER20x
11/09/10 OCBC ST Engineering 3.4 3.66 Buy
07/15/10 phillip ST Engineering 3.28 3.64 Buy FCFE Model
08/04/10 phillip ST Engineering 3.26 3.64 Buy
09/21/10 phillip ST Engineering 3.29 3.69 Buy FCFE Model
11/10/10 phillip ST Engineering 3.47 3.88 Buy
02/19/10 CIMB ST Engineering 3.19 2.98 Underperform PER20.1x
04/01/10 CIMB ST Engineering 3.19 3.62 Outperform PER18.5x
05/05/10 CIMB ST Engineering 3.13 3.62 Outperform Blended (PER, DCF, Div Yield)
05/18/10 CIMB ST Engineering 3.22 3.62 Outperform
08/04/10 CIMB ST Engineering 3.26 3.62 Outperform
11/10/10 CIMB ST Engineering 3.47 3.88 Outperform DCF & PER
01/06/10 DBS Vickers ST Engineering 3.27 3.8 Buy PER23x
01/18/10 DBS Vickers ST Engineering 3.22 3.8 Buy
02/19/10 DBS Vickers ST Engineering 3.19 3.6 Buy
05/05/10 DBS Vickers ST Engineering 3.13 3.55 Buy
08/04/10 DBS Vickers ST Engineering 3.26 3.55 Buy
08/20/10 DBS Vickers ST Engineering 3.15 3.55 Buy
11/10/10 DBS Vickers ST Engineering 3.47 3.85 Buy Sum of parts
05/05/10 DMG & Partners ST Engineering 3.13 3.15 Hold PER19.9x
02/19/10 Kim Eng ST Engineering 3.19 3.15 Hold PER19x
04/01/10 Kim Eng ST Engineering 3.19 3.15 Hold PER19.3x
04/09/10 Kim Eng ST Engineering 3.28 3.15 Hold PER15x
08/04/10 Kim Eng ST Engineering 3.26 3.15 Hold PER20x
09/30/10 Kim Eng ST Engineering 3.37 3.15 Hold
11/10/10 Kim Eng ST Engineering 3.47 3.15 Hold
08/04/10 Macquarie ST Engineering 3.26 3.8 Outperform
09/20/10 OCBC ST Engineering 3.32 3.66 Buy PER20x
11/09/10 OCBC ST Engineering 3.4 3.66 Buy
07/15/10 phillip ST Engineering 3.28 3.64 Buy FCFE Model
08/04/10 phillip ST Engineering 3.26 3.64 Buy
09/21/10 phillip ST Engineering 3.29 3.69 Buy FCFE Model
11/10/10 phillip ST Engineering 3.47 3.88 Buy
Saturday, November 20, 2010
SPH - Is monopoly really good for this stock?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/15/10 CIMB SPH 3.8 4.5 Outperform Sum of parts
04/14/10 CIMB SPH 3.93 4.5 Outperform Sum of parts
05/18/10 CIMB SPH 3.84 4.5 Outperform
06/02/10 CIMB SPH 3.69 4.43 Outperform Sum of parts
07/13/10 CIMB SPH 3.93 4.47 Outperform Sum of parts
09/03/10 CIMB SPH 4.15 4.47 Outperform Sum of parts
10/13/10 CIMB SPH 4.22 4.51 Neutral Sum of parts
01/14/10 DBS Vickers SPH 3.82 4.33 Buy Div Yield 6.8%
01/14/10 DBS Vickers SPH 3.66 4.33 Buy Sum of parts
02/23/10 DBS Vickers SPH 3.73 4.33 Buy
03/05/10 DBS Vickers SPH 3.77 4.32 Buy Sum of parts
03/08/10 DBS Vickers SPH 3.8 4.32 Buy
04/14/10 DBS Vickers SPH 3.93 4.32 Buy
04/15/10 DBS Vickers SPH 3.97 4.42 Buy Sum of parts
05/27/10 DBS Vickers SPH 3.73 4.42 Buy Sum of parts
06/04/10 DBS Vickers SPH 3.79 4.42 Buy
07/13/10 DBS Vickers SPH 3.93 4.42 Buy Sum of parts
08/23/10 DBS Vickers SPH 3.98 4.42 Buy
09/08/10 DBS Vickers SPH 4.18 4.52 Buy Sum of parts
10/13/10 DBS Vickers SPH 4.22 4.37 Hold Sum of parts
04/14/10 DMG & Partners SPH 3.93 3.95 Neutral Sum of parts
07/13/10 DMG & Partners SPH 3.93 4.31 Neutral Sum of parts
10/13/10 DMG & Partners SPH 4.22 4.11 Neutral
01/14/10 Kim Eng SPH 3.66 4.47 Buy
04/14/10 Kim Eng SPH 3.93 4.61 Buy
07/13/10 Kim Eng SPH 3.93 4.62 Buy Sum of parts
09/07/10 Kim Eng SPH 4.17 4.62 Buy Sum of parts
10/13/10 Kim Eng SPH 4.22 4.7 Buy Sum of parts
01/14/10 Lim & Tan SPH 3.66 0 Buy Div Yield 6.8%
07/13/10 Lim & Tan SPH 3.93 0 Buy
09/03/10 Lim & Tan SPH 4.15 0 Buy
10/04/10 Lim & Tan SPH 4.24 0 Buy
10/13/10 Lim & Tan SPH 4.22 0 Buy Div Yield 6.4%
04/14/10 OCBC SPH 3.97 4.31 Buy Sum of parts
07/13/10 OCBC SPH 3.93 4.63 Buy Sum of parts
09/02/10 OCBC SPH 4.08 4.63 Buy
10/14/10 UOB Kay Hian SPH 4.25 4.35 Hold
03/15/10 CIMB SPH 3.8 4.5 Outperform Sum of parts
04/14/10 CIMB SPH 3.93 4.5 Outperform Sum of parts
05/18/10 CIMB SPH 3.84 4.5 Outperform
06/02/10 CIMB SPH 3.69 4.43 Outperform Sum of parts
07/13/10 CIMB SPH 3.93 4.47 Outperform Sum of parts
09/03/10 CIMB SPH 4.15 4.47 Outperform Sum of parts
10/13/10 CIMB SPH 4.22 4.51 Neutral Sum of parts
01/14/10 DBS Vickers SPH 3.82 4.33 Buy Div Yield 6.8%
01/14/10 DBS Vickers SPH 3.66 4.33 Buy Sum of parts
02/23/10 DBS Vickers SPH 3.73 4.33 Buy
03/05/10 DBS Vickers SPH 3.77 4.32 Buy Sum of parts
03/08/10 DBS Vickers SPH 3.8 4.32 Buy
04/14/10 DBS Vickers SPH 3.93 4.32 Buy
04/15/10 DBS Vickers SPH 3.97 4.42 Buy Sum of parts
05/27/10 DBS Vickers SPH 3.73 4.42 Buy Sum of parts
06/04/10 DBS Vickers SPH 3.79 4.42 Buy
07/13/10 DBS Vickers SPH 3.93 4.42 Buy Sum of parts
08/23/10 DBS Vickers SPH 3.98 4.42 Buy
09/08/10 DBS Vickers SPH 4.18 4.52 Buy Sum of parts
10/13/10 DBS Vickers SPH 4.22 4.37 Hold Sum of parts
04/14/10 DMG & Partners SPH 3.93 3.95 Neutral Sum of parts
07/13/10 DMG & Partners SPH 3.93 4.31 Neutral Sum of parts
10/13/10 DMG & Partners SPH 4.22 4.11 Neutral
01/14/10 Kim Eng SPH 3.66 4.47 Buy
04/14/10 Kim Eng SPH 3.93 4.61 Buy
07/13/10 Kim Eng SPH 3.93 4.62 Buy Sum of parts
09/07/10 Kim Eng SPH 4.17 4.62 Buy Sum of parts
10/13/10 Kim Eng SPH 4.22 4.7 Buy Sum of parts
01/14/10 Lim & Tan SPH 3.66 0 Buy Div Yield 6.8%
07/13/10 Lim & Tan SPH 3.93 0 Buy
09/03/10 Lim & Tan SPH 4.15 0 Buy
10/04/10 Lim & Tan SPH 4.24 0 Buy
10/13/10 Lim & Tan SPH 4.22 0 Buy Div Yield 6.4%
04/14/10 OCBC SPH 3.97 4.31 Buy Sum of parts
07/13/10 OCBC SPH 3.93 4.63 Buy Sum of parts
09/02/10 OCBC SPH 4.08 4.63 Buy
10/14/10 UOB Kay Hian SPH 4.25 4.35 Hold
Sound Global - Citigroup hated this stock!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
04/09/10 CIMB Sound Global 0.99 1.33 Outperform PER20x
04/30/10 CIMB Sound Global 0.91 1.33 Outperform
05/17/10 CIMB Sound Global 0.81 1.33 Outperform PER20x
08/10/10 CIMB Sound Global 0.78 1.08 Outperform PER14x
08/11/10 CIMB Sound Global 0.765 1.08 Outperform PER14x
07/07/10 Citigroup Sound Global 0.75 0.7 Sell PER13x
08/11/10 DBS Vickers Sound Global 0.765 0.84 Hold PER12x
08/26/10 DBS Vickers Sound Global 0.72 0.84 Hold
09/29/10 DBS Vickers Sound Global 0.81 0.96 Buy PER13.2x
11/15/10 DBS Vickers Sound Global 0.87 0.94 Hold PER14.3x
05/18/10 DMG & Partners Sound Global 0.81 1.04 Buy PER16x
05/24/10 DMG & Partners Sound Global 0.83 1.04 Buy PER16x
05/31/10 DMG & Partners Sound Global 0.78 1.04 Buy
06/11/10 DMG & Partners Sound Global 0.85 1.04 Buy
08/11/10 DMG & Partners Sound Global 0.765 0.93 Buy PER14x
11/16/10 DMG & Partners Sound Global 0.84 1.05 Buy PER14x
05/17/10 phillip Sound Global 0.81 1.1 Buy DCF
06/29/10 phillip Sound Global 0.78 1.1 Buy DCF
07/06/10 phillip Sound Global 0.77 1.04 Buy
08/11/10 phillip Sound Global 0.77 1.06 Buy DCF
09/06/10 phillip Sound Global 0.71 0.82 Hold DCF
11/16/10 phillip Sound Global 0.84 0.82 Hold DCF
04/09/10 CIMB Sound Global 0.99 1.33 Outperform PER20x
04/30/10 CIMB Sound Global 0.91 1.33 Outperform
05/17/10 CIMB Sound Global 0.81 1.33 Outperform PER20x
08/10/10 CIMB Sound Global 0.78 1.08 Outperform PER14x
08/11/10 CIMB Sound Global 0.765 1.08 Outperform PER14x
07/07/10 Citigroup Sound Global 0.75 0.7 Sell PER13x
08/11/10 DBS Vickers Sound Global 0.765 0.84 Hold PER12x
08/26/10 DBS Vickers Sound Global 0.72 0.84 Hold
09/29/10 DBS Vickers Sound Global 0.81 0.96 Buy PER13.2x
11/15/10 DBS Vickers Sound Global 0.87 0.94 Hold PER14.3x
05/18/10 DMG & Partners Sound Global 0.81 1.04 Buy PER16x
05/24/10 DMG & Partners Sound Global 0.83 1.04 Buy PER16x
05/31/10 DMG & Partners Sound Global 0.78 1.04 Buy
06/11/10 DMG & Partners Sound Global 0.85 1.04 Buy
08/11/10 DMG & Partners Sound Global 0.765 0.93 Buy PER14x
11/16/10 DMG & Partners Sound Global 0.84 1.05 Buy PER14x
05/17/10 phillip Sound Global 0.81 1.1 Buy DCF
06/29/10 phillip Sound Global 0.78 1.1 Buy DCF
07/06/10 phillip Sound Global 0.77 1.04 Buy
08/11/10 phillip Sound Global 0.77 1.06 Buy DCF
09/06/10 phillip Sound Global 0.71 0.82 Hold DCF
11/16/10 phillip Sound Global 0.84 0.82 Hold DCF
Friday, November 19, 2010
Soilbuild - Accept the offer!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/01/10 OCBC Soilbuild 0.97 1.33 Buy
02/11/10 OCBC Soilbuild 1.05 1.75 Buy RNAV
03/03/10 OCBC Soilbuild 1.16 1.75 Buy
04/05/10 OCBC Soilbuild 1.47 1.75 Buy
04/15/10 OCBC Soilbuild 1.49 1.81 Buy RNAV
05/14/10 OCBC Soilbuild 1.3 1.76 Buy RNAV
06/03/10 OCBC Soilbuild 0.62 0.88 Buy RNAV
06/07/10 OCBC Soilbuild 0.65 0.88 Buy RNAV
06/16/10 OCBC Soilbuild 0.64 0.88 Buy
07/05/10 OCBC Soilbuild 0.59 0.88 Buy
07/16/10 OCBC Soilbuild 0.615 0.88 Buy
08/13/10 OCBC Soilbuild 0.62 1.76 Under Review RNAV
09/22/10 OCBC Soilbuild 0.705 0.8 Accept Offer
10/11/10 OCBC Soilbuild 0.795 0 Accept Offer
11/02/10 OCBC Soilbuild 0.79 0 Accept Offer
02/01/10 OCBC Soilbuild 0.97 1.33 Buy
02/11/10 OCBC Soilbuild 1.05 1.75 Buy RNAV
03/03/10 OCBC Soilbuild 1.16 1.75 Buy
04/05/10 OCBC Soilbuild 1.47 1.75 Buy
04/15/10 OCBC Soilbuild 1.49 1.81 Buy RNAV
05/14/10 OCBC Soilbuild 1.3 1.76 Buy RNAV
06/03/10 OCBC Soilbuild 0.62 0.88 Buy RNAV
06/07/10 OCBC Soilbuild 0.65 0.88 Buy RNAV
06/16/10 OCBC Soilbuild 0.64 0.88 Buy
07/05/10 OCBC Soilbuild 0.59 0.88 Buy
07/16/10 OCBC Soilbuild 0.615 0.88 Buy
08/13/10 OCBC Soilbuild 0.62 1.76 Under Review RNAV
09/22/10 OCBC Soilbuild 0.705 0.8 Accept Offer
10/11/10 OCBC Soilbuild 0.795 0 Accept Offer
11/02/10 OCBC Soilbuild 0.79 0 Accept Offer
SMRT - A lousy transports operator?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/27/10 AmFraser SMRT 1.86 2.03 Buy
01/28/10 AmFraser SMRT 1.89 2.19 Buy
04/08/10 AmFraser SMRT 2.13 2.19 Hold
04/21/10 AmFraser SMRT 2.19 2.19 Hold
05/03/10 AmFraser SMRT 2.16 1.99 Hold
08/03/10 AmFraser SMRT 2.1 1.99 Hold
01/28/10 CIMB SMRT 1.89 2.26 Outperform DCF
04/21/10 CIMB SMRT 2.19 2.41 Outperform DCF
05/03/10 CIMB SMRT 2.28 2.35 Neutral DCF
05/18/10 CIMB SMRT 2.11 2.35 Neutral
08/02/10 CIMB SMRT 2.22 2.31 Buy DCF
09/17/10 CIMB SMRT 2.09 1.95 Underperform DCF
04/30/10 Citigroup SMRT 2.15 1.9 Sell PER16.4x, PB3.5x
07/30/10 Citigroup SMRT 2.1 1.9 Sell
01/05/10 DBS Vickers SMRT 1.91 2.08 Buy
01/28/10 DBS Vickers SMRT 1.89 2.08 Buy DCF, PER15x
02/23/10 DBS Vickers SMRT 1.94 2.08 Buy
05/03/10 DBS Vickers SMRT 2.28 2 Fully Valued DCF, PER15x
08/02/10 DBS Vickers SMRT 2.22 1.88 Fully Valued DCF & PER15x
08/17/10 DBS Vickers SMRT 2.1 1.88 Fully Valued
11/01/10 DBS Vickers SMRT 2.05 1.88 Fully Valued PER15x & DCF
01/28/10 DMG & Partners SMRT 1.89 2 Buy DCF, PER16.5x
04/05/10 DMG & Partners SMRT 2.05 2 Buy DCF
04/30/10 DMG & Partners SMRT 2.28 2 Neutral
05/03/10 DMG & Partners SMRT 2.28 2 Neutral PER21x
05/17/10 DMG & Partners SMRT 2.11 2 Sell
06/07/10 DMG & Partners SMRT 2.14 2 Sell
06/21/10 DMG & Partners SMRT 2.22 2 Sell
08/02/10 DMG & Partners SMRT 2.22 2 Sell PER20x
08/17/10 DMG & Partners SMRT 2.1 2 Sell
09/03/10 DMG & Partners SMRT 2.06 2 Sell
10/21/10 DMG & Partners SMRT 2.04 2.08 Neutral
03/16/10 Kim Eng SMRT 1.99 0 Buy
04/13/10 Kim Eng SMRT 2.13 2.22 Buy PER20x
04/21/10 Kim Eng SMRT 2.19 2.47 Buy
08/02/10 Kim Eng SMRT 2.22 1.57 Sell PER17x
09/28/10 Kim Eng SMRT 2.07 1.71 Sell
11/01/10 Kim Eng SMRT 2.05 1.71 Sell
01/28/10 Lim & Tan SMRT 1.89 0 Buy
04/21/10 Lim & Tan SMRT 2.19 0 Buy
08/02/10 Lim & Tan SMRT 2.22 2 Buy Buy when hit $2, Div Yield 4.4%
08/10/10 Lim & Tan SMRT 2.04 0 Buy
03/08/10 OCBC SMRT 1.96 2.05 Buy DDM
04/07/10 OCBC SMRT 2.09 2.22 Buy DDM, PER19x
05/27/10 OCBC SMRT 2.11 2.33 Buy
08/02/10 OCBC SMRT 2.22 2.16 Hold DDM
10/18/10 OCBC SMRT 2.06 2.16 Hold
03/18/10 phillip SMRT 2.01 2.19 Buy
04/28/10 phillip SMRT 2.24 2.42 Hold DCF
05/03/10 phillip SMRT 2.28 2.36 Hold DCF
05/21/10 phillip SMRT 2.1 2.36 Hold
07/20/10 phillip SMRT 2.3 2.36 Hold
08/02/10 phillip SMRT 2.22 2.18 Hold
10/25/10 phillip SMRT 2.06 2.18 Hold PER19.6x
11/01/10 phillip SMRT 2.05 2.18 Hold
01/27/10 AmFraser SMRT 1.86 2.03 Buy
01/28/10 AmFraser SMRT 1.89 2.19 Buy
04/08/10 AmFraser SMRT 2.13 2.19 Hold
04/21/10 AmFraser SMRT 2.19 2.19 Hold
05/03/10 AmFraser SMRT 2.16 1.99 Hold
08/03/10 AmFraser SMRT 2.1 1.99 Hold
01/28/10 CIMB SMRT 1.89 2.26 Outperform DCF
04/21/10 CIMB SMRT 2.19 2.41 Outperform DCF
05/03/10 CIMB SMRT 2.28 2.35 Neutral DCF
05/18/10 CIMB SMRT 2.11 2.35 Neutral
08/02/10 CIMB SMRT 2.22 2.31 Buy DCF
09/17/10 CIMB SMRT 2.09 1.95 Underperform DCF
04/30/10 Citigroup SMRT 2.15 1.9 Sell PER16.4x, PB3.5x
07/30/10 Citigroup SMRT 2.1 1.9 Sell
01/05/10 DBS Vickers SMRT 1.91 2.08 Buy
01/28/10 DBS Vickers SMRT 1.89 2.08 Buy DCF, PER15x
02/23/10 DBS Vickers SMRT 1.94 2.08 Buy
05/03/10 DBS Vickers SMRT 2.28 2 Fully Valued DCF, PER15x
08/02/10 DBS Vickers SMRT 2.22 1.88 Fully Valued DCF & PER15x
08/17/10 DBS Vickers SMRT 2.1 1.88 Fully Valued
11/01/10 DBS Vickers SMRT 2.05 1.88 Fully Valued PER15x & DCF
01/28/10 DMG & Partners SMRT 1.89 2 Buy DCF, PER16.5x
04/05/10 DMG & Partners SMRT 2.05 2 Buy DCF
04/30/10 DMG & Partners SMRT 2.28 2 Neutral
05/03/10 DMG & Partners SMRT 2.28 2 Neutral PER21x
05/17/10 DMG & Partners SMRT 2.11 2 Sell
06/07/10 DMG & Partners SMRT 2.14 2 Sell
06/21/10 DMG & Partners SMRT 2.22 2 Sell
08/02/10 DMG & Partners SMRT 2.22 2 Sell PER20x
08/17/10 DMG & Partners SMRT 2.1 2 Sell
09/03/10 DMG & Partners SMRT 2.06 2 Sell
10/21/10 DMG & Partners SMRT 2.04 2.08 Neutral
03/16/10 Kim Eng SMRT 1.99 0 Buy
04/13/10 Kim Eng SMRT 2.13 2.22 Buy PER20x
04/21/10 Kim Eng SMRT 2.19 2.47 Buy
08/02/10 Kim Eng SMRT 2.22 1.57 Sell PER17x
09/28/10 Kim Eng SMRT 2.07 1.71 Sell
11/01/10 Kim Eng SMRT 2.05 1.71 Sell
01/28/10 Lim & Tan SMRT 1.89 0 Buy
04/21/10 Lim & Tan SMRT 2.19 0 Buy
08/02/10 Lim & Tan SMRT 2.22 2 Buy Buy when hit $2, Div Yield 4.4%
08/10/10 Lim & Tan SMRT 2.04 0 Buy
03/08/10 OCBC SMRT 1.96 2.05 Buy DDM
04/07/10 OCBC SMRT 2.09 2.22 Buy DDM, PER19x
05/27/10 OCBC SMRT 2.11 2.33 Buy
08/02/10 OCBC SMRT 2.22 2.16 Hold DDM
10/18/10 OCBC SMRT 2.06 2.16 Hold
03/18/10 phillip SMRT 2.01 2.19 Buy
04/28/10 phillip SMRT 2.24 2.42 Hold DCF
05/03/10 phillip SMRT 2.28 2.36 Hold DCF
05/21/10 phillip SMRT 2.1 2.36 Hold
07/20/10 phillip SMRT 2.3 2.36 Hold
08/02/10 phillip SMRT 2.22 2.18 Hold
10/25/10 phillip SMRT 2.06 2.18 Hold PER19.6x
11/01/10 phillip SMRT 2.05 2.18 Hold
Thursday, November 18, 2010
Sinotel - Hold calls by analysts!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/02/10 AmFraser Sinotel 0.505 0.89 Accumulate PER8.9x
05/03/10 AmFraser Sinotel 0.455 0.53 Hold
01/22/10 DBS Vickers Sinotel 0.625 0.8 Buy PER8.5x
04/14/10 DBS Vickers Sinotel 0.56 0.61 Hold PER7x
05/05/10 DMG & Partners Sinotel 0.44 0.49 Neutral PER6.5x
03/02/10 AmFraser Sinotel 0.505 0.89 Accumulate PER8.9x
05/03/10 AmFraser Sinotel 0.455 0.53 Hold
01/22/10 DBS Vickers Sinotel 0.625 0.8 Buy PER8.5x
04/14/10 DBS Vickers Sinotel 0.56 0.61 Hold PER7x
05/05/10 DMG & Partners Sinotel 0.44 0.49 Neutral PER6.5x
Sinomem - Buy call from CIMB
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/02/10 CIMB Sinomem 0.51 1.2 Outperform Sum of parts
04/14/10 CIMB Sinomem 0.61 1.2 Outperform Sum of parts
05/17/10 CIMB Sinomem 0.53 1.2 Outperform Sum of parts
08/16/10 CIMB Sinomem 0.485 1.2 Outperform Sum of parts
03/02/10 CIMB Sinomem 0.51 1.2 Outperform Sum of parts
04/14/10 CIMB Sinomem 0.61 1.2 Outperform Sum of parts
05/17/10 CIMB Sinomem 0.53 1.2 Outperform Sum of parts
08/16/10 CIMB Sinomem 0.485 1.2 Outperform Sum of parts
Wednesday, November 17, 2010
Sino Grandness Food - Everyone likes this!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
10/26/10 AmFraser Sino Grandness Food 0.415 0.58 Buy PER7.5x
11/03/10 AmFraser Sino Grandness Food 0.42 0.63 Buy PER7.5x
06/29/10 DMG & Partners Sino Grandness Food 0.285 0.4 Buy
07/16/10 DMG & Partners Sino Grandness Food 0.33 0.4 Buy
08/10/10 DMG & Partners Sino Grandness Food 0.355 0.4 Buy
08/16/10 DMG & Partners Sino Grandness Food 0.345 0.5 Buy PER6x
08/17/10 DMG & Partners Sino Grandness Food 0.345 0.5 Buy Sum of parts
08/23/10 DMG & Partners Sino Grandness Food 0.36 0.5 Buy
09/13/10 DMG & Partners Sino Grandness Food 0.355 0.5 Buy
10/06/10 DMG & Partners Sino Grandness Food 0.37 0.46 Buy
10/22/10 DMG & Partners Sino Grandness Food 0.38 0.5 Buy
11/03/10 DMG & Partners Sino Grandness Food 0.42 0.56 Buy PER6x
10/04/10 Lim & Tan Sino Grandness Food 0.37 0 Buy
10/06/10 Lim & Tan Sino Grandness Food 0.37 0 Buy
10/07/10 Lim & Tan Sino Grandness Food 0.415 0 Buy
07/09/10 phillip Sino Grandness Food 0.31 0.53 Buy PER7x
08/10/10 phillip Sino Grandness Food 0.355 0.58 Buy PER7x
08/16/10 phillip Sino Grandness Food 0.345 0.58 Buy
10/07/10 phillip Sino Grandness Food 0.415 0.57 Buy PER7x
10/27/10 phillip Sino Grandness Food 0.415 0.57 Buy
10/26/10 AmFraser Sino Grandness Food 0.415 0.58 Buy PER7.5x
11/03/10 AmFraser Sino Grandness Food 0.42 0.63 Buy PER7.5x
06/29/10 DMG & Partners Sino Grandness Food 0.285 0.4 Buy
07/16/10 DMG & Partners Sino Grandness Food 0.33 0.4 Buy
08/10/10 DMG & Partners Sino Grandness Food 0.355 0.4 Buy
08/16/10 DMG & Partners Sino Grandness Food 0.345 0.5 Buy PER6x
08/17/10 DMG & Partners Sino Grandness Food 0.345 0.5 Buy Sum of parts
08/23/10 DMG & Partners Sino Grandness Food 0.36 0.5 Buy
09/13/10 DMG & Partners Sino Grandness Food 0.355 0.5 Buy
10/06/10 DMG & Partners Sino Grandness Food 0.37 0.46 Buy
10/22/10 DMG & Partners Sino Grandness Food 0.38 0.5 Buy
11/03/10 DMG & Partners Sino Grandness Food 0.42 0.56 Buy PER6x
10/04/10 Lim & Tan Sino Grandness Food 0.37 0 Buy
10/06/10 Lim & Tan Sino Grandness Food 0.37 0 Buy
10/07/10 Lim & Tan Sino Grandness Food 0.415 0 Buy
07/09/10 phillip Sino Grandness Food 0.31 0.53 Buy PER7x
08/10/10 phillip Sino Grandness Food 0.355 0.58 Buy PER7x
08/16/10 phillip Sino Grandness Food 0.345 0.58 Buy
10/07/10 phillip Sino Grandness Food 0.415 0.57 Buy PER7x
10/27/10 phillip Sino Grandness Food 0.415 0.57 Buy
Singtel - No longer the best telecom?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/02/10 AmFraser Singtel 3.01 3.05 Hold
02/09/10 AmFraser Singtel 3.01 3.05 Hold
02/18/10 AmFraser Singtel 3 3.05 Hold
05/10/10 AmFraser Singtel 2.98 3.05 Hold
05/14/10 AmFraser Singtel 2.97 3.04 Hold
08/13/10 AmFraser Singtel 2.99 2.82 Hold
01/25/10 CIMB Singtel 3.01 3.3 Underperform Sum of parts
02/04/10 CIMB Singtel 2.99 3.3 Underperform Sum of parts
02/09/10 CIMB Singtel 2.95 3.3 Underperform Sum of parts
02/10/10 CIMB Singtel 3.03 3.3 Underperform Sum of parts
03/05/10 CIMB Singtel 3.05 3.3 Underperform
04/05/10 CIMB Singtel 3.19 3.3 Underperform Sum of parts
04/05/10 CIMB Singtel 3.2 3.3 Underperform Sum of parts
04/15/10 CIMB Singtel 3.15 3.3 Underperform
04/22/10 CIMB Singtel 3.12 3.3 Neutral Sum of parts
04/29/10 CIMB Singtel 3.01 3.3 Underperform Sum of parts
05/12/10 CIMB Singtel 2.98 3.3 Underperform
05/14/10 CIMB Singtel 2.97 3 Underperform Sum of parts
05/18/10 CIMB Singtel 2.96 3 Underperform
05/19/10 CIMB Singtel 2.97 3 Underperform
06/21/10 CIMB Singtel 3.1 3 Underperform Sum of parts
06/25/10 CIMB Singtel 3.04 3 Underperform Sum of parts
08/12/10 CIMB Singtel 3.06 3 Underperform Sum of parts
08/30/10 CIMB Singtel 3 3.09 Underperform Sum of parts
09/07/10 CIMB Singtel 3.11 3.09 Underperform Sum of parts
09/13/10 CIMB Singtel 3.08 3.09 Underperform
09/23/10 CIMB Singtel 3.13 3.09 Underperform Sum of parts
10/18/10 CIMB Singtel 3.07 3.09 Underperform Sum of parts
11/09/10 CIMB Singtel 3.28 3.09 Underperform Sum of parts
11/11/10 CIMB Singtel 3.25 3.09 Underperform Sum of parts
11/12/10 CIMB Singtel 3.31 3.29 Underperform Sum of parts
09/17/10 Credit Suisse Singtel 3.09 3.84 Outperform
01/25/10 DBS Vickers Singtel 3.01 3.15 Hold Sum of parts
02/01/10 DBS Vickers Singtel 3.01 3.5 Buy Sum of parts
02/09/10 DBS Vickers Singtel 2.95 3.5 Buy
02/23/10 DBS Vickers Singtel 3.02 3.5 Buy
03/15/10 DBS Vickers Singtel 3.12 3.5 Buy
05/05/10 DBS Vickers Singtel 2.96 3.4 Buy PER12x
05/13/10 DBS Vickers Singtel 3 3.4 Buy Sum of parts
07/12/10 DBS Vickers Singtel 3.12 3.45 Buy Sum of parts
07/15/10 DBS Vickers Singtel 3.15 3.45 Buy
07/30/10 DBS Vickers Singtel 3.11 3.45 Buy
08/18/10 DBS Vickers Singtel 2.95 3.45 Buy
09/01/10 DBS Vickers Singtel 3.08 3.45 Buy
09/07/10 DBS Vickers Singtel 3.11 3.45 Buy PER12.1x
02/10/10 DMG & Partners Singtel 3.02 2.98 Neutral Sum of parts
04/28/10 DMG & Partners Singtel 3.09 2.98 Neutral
05/10/10 DMG & Partners Singtel 2.98 2.98 Neutral
05/17/10 DMG & Partners Singtel 2.97 3.01 Neutral
06/09/10 DMG & Partners Singtel 2.88 3.01 Neutral
06/11/10 DMG & Partners Singtel 2.95 3.01 Neutral
07/12/10 DMG & Partners Singtel 3.09 3.01 Neutral Sum of parts
07/22/10 DMG & Partners Singtel 3.06 3.01 Neutral
08/12/10 DMG & Partners Singtel 3.06 3.01 Neutral
08/13/10 DMG & Partners Singtel 3.01 2.98 Neutral Sum of parts
09/01/10 DMG & Partners Singtel 3.08 2.98 Neutral
09/02/10 DMG & Partners Singtel 3.08 2.98 Neutral
09/07/10 DMG & Partners Singtel 3.11 2.98 Neutral
11/11/10 DMG & Partners Singtel 3.25 2.98 Under Review
11/15/10 DMG & Partners Singtel 3.31 3.05 Neutral
11/09/10 Goldman Sachs Singtel 3.28 3.47 Buy Sum of parts
02/10/10 Kim Eng Singtel 3.03 3.42 Buy
03/18/10 Kim Eng Singtel 3.2 3.42 Buy
04/01/10 Kim Eng Singtel 3.17 3.42 Buy
05/14/10 Kim Eng Singtel 2.97 3.13 Hold PER12x
08/12/10 Kim Eng Singtel 3.06 3.13 Hold
10/06/10 Kim Eng Singtel 3.15 2.88 Hold
11/11/10 Kim Eng Singtel 3.25 0 Under Review
11/12/10 Kim Eng Singtel 3.31 3.11 Hold
02/09/10 Lim & Tan Singtel 2.95 0 Neutral
04/29/10 Lim & Tan Singtel 3.01 0 Neutral
05/13/10 Lim & Tan Singtel 3 0 Neutral
11/11/10 Lim & Tan Singtel 3.25 0 Hold
02/09/10 OCBC Singtel 2.95 3.51 Buy Sum of parts
04/26/10 OCBC Singtel 3.14 3.51 Buy
05/14/10 OCBC Singtel 2.97 3.4 Buy Sum of parts
05/19/10 OCBC Singtel 2.97 3.4 Buy 5.4% Div Yield
06/16/10 OCBC Singtel 2.98 3.4 Buy Div Yield 4.8%
07/28/10 OCBC Singtel 3.1 3.4 Buy Div Yield 4.8%
08/12/10 OCBC Singtel 3.06 3.34 Buy Sum of parts
09/01/10 OCBC Singtel 3.08 3.34 Buy Div Yield 4.2%
09/02/10 OCBC Singtel 3.08 3.34 Buy
10/11/10 OCBC Singtel 3.09 3.34 Buy Div Yield 4.2%
11/11/10 OCBC Singtel 3.25 3.34 Buy Under Review
02/10/10 phillip Singtel 3.03 3.52 Buy DCF
05/14/10 phillip Singtel 2.96 3.43 Buy DCF
08/13/10 phillip Singtel 2.99 3.43 Hold
11/12/10 phillip Singtel 3.31 3.52 Hold
02/02/10 AmFraser Singtel 3.01 3.05 Hold
02/09/10 AmFraser Singtel 3.01 3.05 Hold
02/18/10 AmFraser Singtel 3 3.05 Hold
05/10/10 AmFraser Singtel 2.98 3.05 Hold
05/14/10 AmFraser Singtel 2.97 3.04 Hold
08/13/10 AmFraser Singtel 2.99 2.82 Hold
01/25/10 CIMB Singtel 3.01 3.3 Underperform Sum of parts
02/04/10 CIMB Singtel 2.99 3.3 Underperform Sum of parts
02/09/10 CIMB Singtel 2.95 3.3 Underperform Sum of parts
02/10/10 CIMB Singtel 3.03 3.3 Underperform Sum of parts
03/05/10 CIMB Singtel 3.05 3.3 Underperform
04/05/10 CIMB Singtel 3.19 3.3 Underperform Sum of parts
04/05/10 CIMB Singtel 3.2 3.3 Underperform Sum of parts
04/15/10 CIMB Singtel 3.15 3.3 Underperform
04/22/10 CIMB Singtel 3.12 3.3 Neutral Sum of parts
04/29/10 CIMB Singtel 3.01 3.3 Underperform Sum of parts
05/12/10 CIMB Singtel 2.98 3.3 Underperform
05/14/10 CIMB Singtel 2.97 3 Underperform Sum of parts
05/18/10 CIMB Singtel 2.96 3 Underperform
05/19/10 CIMB Singtel 2.97 3 Underperform
06/21/10 CIMB Singtel 3.1 3 Underperform Sum of parts
06/25/10 CIMB Singtel 3.04 3 Underperform Sum of parts
08/12/10 CIMB Singtel 3.06 3 Underperform Sum of parts
08/30/10 CIMB Singtel 3 3.09 Underperform Sum of parts
09/07/10 CIMB Singtel 3.11 3.09 Underperform Sum of parts
09/13/10 CIMB Singtel 3.08 3.09 Underperform
09/23/10 CIMB Singtel 3.13 3.09 Underperform Sum of parts
10/18/10 CIMB Singtel 3.07 3.09 Underperform Sum of parts
11/09/10 CIMB Singtel 3.28 3.09 Underperform Sum of parts
11/11/10 CIMB Singtel 3.25 3.09 Underperform Sum of parts
11/12/10 CIMB Singtel 3.31 3.29 Underperform Sum of parts
09/17/10 Credit Suisse Singtel 3.09 3.84 Outperform
01/25/10 DBS Vickers Singtel 3.01 3.15 Hold Sum of parts
02/01/10 DBS Vickers Singtel 3.01 3.5 Buy Sum of parts
02/09/10 DBS Vickers Singtel 2.95 3.5 Buy
02/23/10 DBS Vickers Singtel 3.02 3.5 Buy
03/15/10 DBS Vickers Singtel 3.12 3.5 Buy
05/05/10 DBS Vickers Singtel 2.96 3.4 Buy PER12x
05/13/10 DBS Vickers Singtel 3 3.4 Buy Sum of parts
07/12/10 DBS Vickers Singtel 3.12 3.45 Buy Sum of parts
07/15/10 DBS Vickers Singtel 3.15 3.45 Buy
07/30/10 DBS Vickers Singtel 3.11 3.45 Buy
08/18/10 DBS Vickers Singtel 2.95 3.45 Buy
09/01/10 DBS Vickers Singtel 3.08 3.45 Buy
09/07/10 DBS Vickers Singtel 3.11 3.45 Buy PER12.1x
02/10/10 DMG & Partners Singtel 3.02 2.98 Neutral Sum of parts
04/28/10 DMG & Partners Singtel 3.09 2.98 Neutral
05/10/10 DMG & Partners Singtel 2.98 2.98 Neutral
05/17/10 DMG & Partners Singtel 2.97 3.01 Neutral
06/09/10 DMG & Partners Singtel 2.88 3.01 Neutral
06/11/10 DMG & Partners Singtel 2.95 3.01 Neutral
07/12/10 DMG & Partners Singtel 3.09 3.01 Neutral Sum of parts
07/22/10 DMG & Partners Singtel 3.06 3.01 Neutral
08/12/10 DMG & Partners Singtel 3.06 3.01 Neutral
08/13/10 DMG & Partners Singtel 3.01 2.98 Neutral Sum of parts
09/01/10 DMG & Partners Singtel 3.08 2.98 Neutral
09/02/10 DMG & Partners Singtel 3.08 2.98 Neutral
09/07/10 DMG & Partners Singtel 3.11 2.98 Neutral
11/11/10 DMG & Partners Singtel 3.25 2.98 Under Review
11/15/10 DMG & Partners Singtel 3.31 3.05 Neutral
11/09/10 Goldman Sachs Singtel 3.28 3.47 Buy Sum of parts
02/10/10 Kim Eng Singtel 3.03 3.42 Buy
03/18/10 Kim Eng Singtel 3.2 3.42 Buy
04/01/10 Kim Eng Singtel 3.17 3.42 Buy
05/14/10 Kim Eng Singtel 2.97 3.13 Hold PER12x
08/12/10 Kim Eng Singtel 3.06 3.13 Hold
10/06/10 Kim Eng Singtel 3.15 2.88 Hold
11/11/10 Kim Eng Singtel 3.25 0 Under Review
11/12/10 Kim Eng Singtel 3.31 3.11 Hold
02/09/10 Lim & Tan Singtel 2.95 0 Neutral
04/29/10 Lim & Tan Singtel 3.01 0 Neutral
05/13/10 Lim & Tan Singtel 3 0 Neutral
11/11/10 Lim & Tan Singtel 3.25 0 Hold
02/09/10 OCBC Singtel 2.95 3.51 Buy Sum of parts
04/26/10 OCBC Singtel 3.14 3.51 Buy
05/14/10 OCBC Singtel 2.97 3.4 Buy Sum of parts
05/19/10 OCBC Singtel 2.97 3.4 Buy 5.4% Div Yield
06/16/10 OCBC Singtel 2.98 3.4 Buy Div Yield 4.8%
07/28/10 OCBC Singtel 3.1 3.4 Buy Div Yield 4.8%
08/12/10 OCBC Singtel 3.06 3.34 Buy Sum of parts
09/01/10 OCBC Singtel 3.08 3.34 Buy Div Yield 4.2%
09/02/10 OCBC Singtel 3.08 3.34 Buy
10/11/10 OCBC Singtel 3.09 3.34 Buy Div Yield 4.2%
11/11/10 OCBC Singtel 3.25 3.34 Buy Under Review
02/10/10 phillip Singtel 3.03 3.52 Buy DCF
05/14/10 phillip Singtel 2.96 3.43 Buy DCF
08/13/10 phillip Singtel 2.99 3.43 Hold
11/12/10 phillip Singtel 3.31 3.52 Hold
Tuesday, November 16, 2010
Singapore Shipping - Lim & Tan supports this stock!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/11/10 Lim & Tan Singapore Shipping 0.265 0 Buy
03/11/10 Lim & Tan Singapore Shipping 0.265 0 Buy
Singapore Post - Nobody sends letters anymore?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/01/10 CIMB Singapore Post 1.01 1.11 Neutral DDM
05/18/10 CIMB Singapore Post 1.14 1.13 Neutral
07/29/10 CIMB Singapore Post 1.14 1.13 Neutral DDM
10/07/10 CLSA Singapore Post 1.22 0 Underperform
01/05/10 DBS Vickers Singapore Post 1.02 1.05 Hold Div Yield 6% PER13.5x
02/01/10 DBS Vickers Singapore Post 1.01 1.05 Hold
03/25/10 DBS Vickers Singapore Post 1.08 1.05 Hold 6% yield
05/03/10 DBS Vickers Singapore Post 1.09 1.05 Hold 6% Yield
07/29/10 DBS Vickers Singapore Post 1.13 1.17 Hold DDM
11/01/10 DBS Vickers Singapore Post 1.18 1.17 Hold DDM
02/01/10 Kim Eng Singapore Post 1.01 1.12 Hold PER14x
07/29/10 Kim Eng Singapore Post 1.13 1.25 Hold PER15x
11/01/10 Kim Eng Singapore Post 1.18 1.25 Hold PER15x
01/05/10 Lim & Tan Singapore Post 1.02 0 Buy
02/01/10 Lim & Tan Singapore Post 1.01 0 Buy
03/24/10 Lim & Tan Singapore Post 1.07 0 Buy
08/13/10 Lim & Tan Singapore Post 1.15 0 Buy
09/08/10 Lim & Tan Singapore Post 1.23 0 Sell
03/24/10 OCBC Singapore Post 1.08 1.16 Buy
04/09/10 OCBC Singapore Post 1.06 1.16 Buy
05/03/10 OCBC Singapore Post 1.09 1.16 Buy DCF
05/03/10 OCBC Singapore Post 1.09 1.16 Buy DCF
06/25/10 OCBC Singapore Post 1.12 1.16 Hold
07/29/10 OCBC Singapore Post 1.13 1.16 Hold
02/01/10 CIMB Singapore Post 1.01 1.11 Neutral DDM
05/18/10 CIMB Singapore Post 1.14 1.13 Neutral
07/29/10 CIMB Singapore Post 1.14 1.13 Neutral DDM
10/07/10 CLSA Singapore Post 1.22 0 Underperform
01/05/10 DBS Vickers Singapore Post 1.02 1.05 Hold Div Yield 6% PER13.5x
02/01/10 DBS Vickers Singapore Post 1.01 1.05 Hold
03/25/10 DBS Vickers Singapore Post 1.08 1.05 Hold 6% yield
05/03/10 DBS Vickers Singapore Post 1.09 1.05 Hold 6% Yield
07/29/10 DBS Vickers Singapore Post 1.13 1.17 Hold DDM
11/01/10 DBS Vickers Singapore Post 1.18 1.17 Hold DDM
02/01/10 Kim Eng Singapore Post 1.01 1.12 Hold PER14x
07/29/10 Kim Eng Singapore Post 1.13 1.25 Hold PER15x
11/01/10 Kim Eng Singapore Post 1.18 1.25 Hold PER15x
01/05/10 Lim & Tan Singapore Post 1.02 0 Buy
02/01/10 Lim & Tan Singapore Post 1.01 0 Buy
03/24/10 Lim & Tan Singapore Post 1.07 0 Buy
08/13/10 Lim & Tan Singapore Post 1.15 0 Buy
09/08/10 Lim & Tan Singapore Post 1.23 0 Sell
03/24/10 OCBC Singapore Post 1.08 1.16 Buy
04/09/10 OCBC Singapore Post 1.06 1.16 Buy
05/03/10 OCBC Singapore Post 1.09 1.16 Buy DCF
05/03/10 OCBC Singapore Post 1.09 1.16 Buy DCF
06/25/10 OCBC Singapore Post 1.12 1.16 Hold
07/29/10 OCBC Singapore Post 1.13 1.16 Hold
Monday, November 15, 2010
Singapore Land - The largest commercial landlord in Singapore!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/17/10 AmFraser Singapore Land 6.3 8.98 Buy RNAV
04/30/10 AmFraser Singapore Land 6.69 8.78 Buy RNAV
08/10/10 AmFraser Singapore Land 6.8 8.8 Buy RNAV
08/30/10 AmFraser Singapore Land 6.78 8.8 Buy
01/11/10 CIMB Singapore Land 6.66 6.51 Underperform RNAV (20% discount)
02/17/10 CIMB Singapore Land 6.3 6.73 Underperform RNAV (20% discount)
04/16/10 CIMB Singapore Land 6.89 6.73 Underperform
05/10/10 CIMB Singapore Land 6.7 6.73 Neutral
05/18/10 CIMB Singapore Land 6.73 6.73 Underperform
05/20/10 CIMB Singapore Land 6.75 7.68 Neutral RNAV (15% discount)
06/14/10 CIMB Singapore Land 6.58 7.68 Neutral
06/15/10 CIMB Singapore Land 6.6 7.68 Neutral
11/10/10 CIMB Singapore Land 7.17 8.54 Outperform RNAV (15% discount)
02/17/10 DBS Vickers Singapore Land 6.3 6.94 Hold RNAV (10% discount)
03/08/10 DBS Vickers Singapore Land 6.63 6.94 Hold
06/16/10 DBS Vickers Singapore Land 6.58 7.99 Buy
07/16/10 DBS Vickers Singapore Land 6.62 7.99 Buy
08/10/10 DBS Vickers Singapore Land 6.8 7.85 Buy RNAV (15% discount)
08/31/10 DBS Vickers Singapore Land 6.76 7.85 Buy
02/17/10 Kim Eng Singapore Land 6.3 6.69 Hold RNAV (20% discount)
04/26/10 Kim Eng Singapore Land 6.8 6.69 Hold
08/10/10 Kim Eng Singapore Land 6.8 6.92 Hold PB0.8x
09/29/10 Kim Eng Singapore Land 7.01 7.38 Hold RNAV (20% discount)
11/15/10 Nomura Singapore Land 7.43 9.58 Buy
02/17/10 AmFraser Singapore Land 6.3 8.98 Buy RNAV
04/30/10 AmFraser Singapore Land 6.69 8.78 Buy RNAV
08/10/10 AmFraser Singapore Land 6.8 8.8 Buy RNAV
08/30/10 AmFraser Singapore Land 6.78 8.8 Buy
01/11/10 CIMB Singapore Land 6.66 6.51 Underperform RNAV (20% discount)
02/17/10 CIMB Singapore Land 6.3 6.73 Underperform RNAV (20% discount)
04/16/10 CIMB Singapore Land 6.89 6.73 Underperform
05/10/10 CIMB Singapore Land 6.7 6.73 Neutral
05/18/10 CIMB Singapore Land 6.73 6.73 Underperform
05/20/10 CIMB Singapore Land 6.75 7.68 Neutral RNAV (15% discount)
06/14/10 CIMB Singapore Land 6.58 7.68 Neutral
06/15/10 CIMB Singapore Land 6.6 7.68 Neutral
11/10/10 CIMB Singapore Land 7.17 8.54 Outperform RNAV (15% discount)
02/17/10 DBS Vickers Singapore Land 6.3 6.94 Hold RNAV (10% discount)
03/08/10 DBS Vickers Singapore Land 6.63 6.94 Hold
06/16/10 DBS Vickers Singapore Land 6.58 7.99 Buy
07/16/10 DBS Vickers Singapore Land 6.62 7.99 Buy
08/10/10 DBS Vickers Singapore Land 6.8 7.85 Buy RNAV (15% discount)
08/31/10 DBS Vickers Singapore Land 6.76 7.85 Buy
02/17/10 Kim Eng Singapore Land 6.3 6.69 Hold RNAV (20% discount)
04/26/10 Kim Eng Singapore Land 6.8 6.69 Hold
08/10/10 Kim Eng Singapore Land 6.8 6.92 Hold PB0.8x
09/29/10 Kim Eng Singapore Land 7.01 7.38 Hold RNAV (20% discount)
11/15/10 Nomura Singapore Land 7.43 9.58 Buy
Baltic Dry Index (BDI) - 2366!
Quote:
The index, which gauges the cost of shipping commodities including iron ore, cement, grain, coal and fertiliser, dropped 3.59 per cent, or 88 points, to 2,366 points in an eleventh straight drop and was at its lowest since Aug 10.
End Quote
The index, which gauges the cost of shipping commodities including iron ore, cement, grain, coal and fertiliser, dropped 3.59 per cent, or 88 points, to 2,366 points in an eleventh straight drop and was at its lowest since Aug 10.
End Quote
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