Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
07/16/10 DBS Vickers Guocoland 2.16 2.08 Hold
11/16/10 OCBC Guocoland 2.25 2.08 Hold
Monday, January 24, 2011
Sunday, January 23, 2011
Guangzhao - Don't buy this stock as its shares were placed out so cheaply to 2 investors.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
09/30/10 Lim & Tan Guangzhao 0.14 0 Sell Shares placed out to 2 investors @$0.04
09/30/10 Lim & Tan Guangzhao 0.14 0 Sell Shares placed out to 2 investors @$0.04
Goodpack - Downgraded by some analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
05/24/10 AmFraser Goodpack 1.44 1.5 Accumulate PER15.7x
05/27/10 CIMB Goodpack 1.43 1.89 Outperform PER19x
08/06/10 CIMB Goodpack 1.74 1.89 Outperform
08/30/10 CIMB Goodpack 1.89 1.94 Neutral PER19x
09/08/10 CIMB Goodpack 1.86 2.05 Outperform PER19x
11/12/10 CIMB Goodpack 2.09 2.2 Neutral PER19x
02/10/10 DMG & Partners Goodpack 1.36 1.85 Buy DCF (25% discount)
05/17/10 DMG & Partners Goodpack 1.56 1.85 Buy
05/24/10 DMG & Partners Goodpack 1.44 1.85 Buy PER16.1x
06/21/10 DMG & Partners Goodpack 1.65 1.85 Buy
08/30/10 DMG & Partners Goodpack 1.89 1.82 Neutral DCF
11/12/10 DMG & Partners Goodpack 2.09 1.99 Neutral DCF
02/04/10 Kim Eng Goodpack 1.26 1.98 Buy PER20x
02/11/10 Kim Eng Goodpack 1.33 2.1 Buy PER20x
03/19/10 Kim Eng Goodpack 1.62 2.18 Buy PER20x
05/17/10 Kim Eng Goodpack 1.56 2.18 Buy PER20x
06/04/10 Kim Eng Goodpack 1.64 2.18 Buy PER20x
06/22/10 Kim Eng Goodpack 1.7 2.18 Buy PER20x
08/30/10 Kim Eng Goodpack 1.89 2.4 Buy PER22x
11/12/10 Kim Eng Goodpack 2.09 2.48 Buy PER25x
02/10/10 OCBC Goodpack 1.36 1.51 Buy DCF
05/18/10 OCBC Goodpack 1.54 1.77 Buy DCF
09/02/10 OCBC Goodpack 1.93 2.13 Buy
11/12/10 OCBC Goodpack 2.09 2.28 Buy DDM, PER18.5x
05/24/10 AmFraser Goodpack 1.44 1.5 Accumulate PER15.7x
05/27/10 CIMB Goodpack 1.43 1.89 Outperform PER19x
08/06/10 CIMB Goodpack 1.74 1.89 Outperform
08/30/10 CIMB Goodpack 1.89 1.94 Neutral PER19x
09/08/10 CIMB Goodpack 1.86 2.05 Outperform PER19x
11/12/10 CIMB Goodpack 2.09 2.2 Neutral PER19x
02/10/10 DMG & Partners Goodpack 1.36 1.85 Buy DCF (25% discount)
05/17/10 DMG & Partners Goodpack 1.56 1.85 Buy
05/24/10 DMG & Partners Goodpack 1.44 1.85 Buy PER16.1x
06/21/10 DMG & Partners Goodpack 1.65 1.85 Buy
08/30/10 DMG & Partners Goodpack 1.89 1.82 Neutral DCF
11/12/10 DMG & Partners Goodpack 2.09 1.99 Neutral DCF
02/04/10 Kim Eng Goodpack 1.26 1.98 Buy PER20x
02/11/10 Kim Eng Goodpack 1.33 2.1 Buy PER20x
03/19/10 Kim Eng Goodpack 1.62 2.18 Buy PER20x
05/17/10 Kim Eng Goodpack 1.56 2.18 Buy PER20x
06/04/10 Kim Eng Goodpack 1.64 2.18 Buy PER20x
06/22/10 Kim Eng Goodpack 1.7 2.18 Buy PER20x
08/30/10 Kim Eng Goodpack 1.89 2.4 Buy PER22x
11/12/10 Kim Eng Goodpack 2.09 2.48 Buy PER25x
02/10/10 OCBC Goodpack 1.36 1.51 Buy DCF
05/18/10 OCBC Goodpack 1.54 1.77 Buy DCF
09/02/10 OCBC Goodpack 1.93 2.13 Buy
11/12/10 OCBC Goodpack 2.09 2.28 Buy DDM, PER18.5x
Saturday, January 22, 2011
Market analyses for US (Dow Jones Industrial Average Index), Japan (Nikkei 225 Index), Hong Kong (Hang Seng Index) & Singapore (Straits Times Index)
The 100-day simple moving averages for the daily transacted volumes are usually harbingers of what's to come in the future for the stock market indices.
Golden Agri - Phillips doesn't like plantation stock.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/02/10 CIMB Golden Agri 0.52 0.69 Trading Buy
03/24/10 CIMB Golden Agri 0.56 0.69 Trading Buy PER18x
03/26/10 CIMB Golden Agri 0.54 0.69 Trading Buy
05/13/10 CIMB Golden Agri 0.55 0.72 Outperform PER18x
05/18/10 CIMB Golden Agri 0.54 0.72 Outperform PER18x
06/21/10 CIMB Golden Agri 0.54 0.62 Outperform PER15x
08/11/10 CIMB Golden Agri 0.6 0.62 Trading Buy PER15x
09/28/10 CIMB Golden Agri 0.565 0.62 Trading Buy PER15x
11/12/10 CIMB Golden Agri 0.76 0.88 Outperform PER18x
01/04/11 CIMB Golden Agri 0.82 0.88 Trading Buy
02/03/10 DMG & Partners Golden Agri 0.505 0.635 Buy
02/26/10 DMG & Partners Golden Agri 0.54 0.68 Trading Buy PER15x
05/13/10 DMG & Partners Golden Agri 0.55 0.68 Buy PER12x
08/12/10 DMG & Partners Golden Agri 0.57 0.68 Buy
08/18/10 DMG & Partners Golden Agri 0.575 0.68 Buy
08/23/10 DMG & Partners Golden Agri 0.56 0.5 Neutral PER11x
09/14/10 DMG & Partners Golden Agri 0.585 0.68 Trading Buy PER15x
11/15/10 DMG & Partners Golden Agri 0.76 0.87 Buy
09/06/10 Lim & Tan Golden Agri 0.575 0 Neutral
01/04/11 Nomura Golden Agri 0.82 0.85 Buy
02/26/10 OCBC Golden Agri 0.54 0.66 Buy
03/22/10 OCBC Golden Agri 0.565 0.66 Buy
04/06/10 OCBC Golden Agri 0.61 0.72 Buy PER17x
04/28/10 OCBC Golden Agri 0.6 0.72 Buy
06/21/10 OCBC Golden Agri 0.54 0.72 Buy
07/22/10 OCBC Golden Agri 0.565 0.72 Buy
08/12/10 OCBC Golden Agri 0.57 0.655 Buy PER16x
09/02/10 OCBC Golden Agri 0.56 0.655 Buy
10/26/10 OCBC Golden Agri 0.695 0.78 Buy PER16x
11/12/10 OCBC Golden Agri 0.76 0.78 Hold PER16x
12/14/10 OCBC Golden Agri 0.77 0.91 Buy PER17x
03/02/10 phillip Golden Agri 0.54 0.46 Hold DCF
05/13/10 phillip Golden Agri 0.55 0.66 Buy DCF
08/12/10 phillip Golden Agri 0.57 0.61 Hold DCF
10/06/10 phillip Golden Agri 0.58 0.61 Hold DCF
11/15/10 phillip Golden Agri 0.73 0.72 Hold DCF
01/20/11 phillip Golden Agri 0.76 0.74 Hold DCF
02/02/10 CIMB Golden Agri 0.52 0.69 Trading Buy
03/24/10 CIMB Golden Agri 0.56 0.69 Trading Buy PER18x
03/26/10 CIMB Golden Agri 0.54 0.69 Trading Buy
05/13/10 CIMB Golden Agri 0.55 0.72 Outperform PER18x
05/18/10 CIMB Golden Agri 0.54 0.72 Outperform PER18x
06/21/10 CIMB Golden Agri 0.54 0.62 Outperform PER15x
08/11/10 CIMB Golden Agri 0.6 0.62 Trading Buy PER15x
09/28/10 CIMB Golden Agri 0.565 0.62 Trading Buy PER15x
11/12/10 CIMB Golden Agri 0.76 0.88 Outperform PER18x
01/04/11 CIMB Golden Agri 0.82 0.88 Trading Buy
02/03/10 DMG & Partners Golden Agri 0.505 0.635 Buy
02/26/10 DMG & Partners Golden Agri 0.54 0.68 Trading Buy PER15x
05/13/10 DMG & Partners Golden Agri 0.55 0.68 Buy PER12x
08/12/10 DMG & Partners Golden Agri 0.57 0.68 Buy
08/18/10 DMG & Partners Golden Agri 0.575 0.68 Buy
08/23/10 DMG & Partners Golden Agri 0.56 0.5 Neutral PER11x
09/14/10 DMG & Partners Golden Agri 0.585 0.68 Trading Buy PER15x
11/15/10 DMG & Partners Golden Agri 0.76 0.87 Buy
09/06/10 Lim & Tan Golden Agri 0.575 0 Neutral
01/04/11 Nomura Golden Agri 0.82 0.85 Buy
02/26/10 OCBC Golden Agri 0.54 0.66 Buy
03/22/10 OCBC Golden Agri 0.565 0.66 Buy
04/06/10 OCBC Golden Agri 0.61 0.72 Buy PER17x
04/28/10 OCBC Golden Agri 0.6 0.72 Buy
06/21/10 OCBC Golden Agri 0.54 0.72 Buy
07/22/10 OCBC Golden Agri 0.565 0.72 Buy
08/12/10 OCBC Golden Agri 0.57 0.655 Buy PER16x
09/02/10 OCBC Golden Agri 0.56 0.655 Buy
10/26/10 OCBC Golden Agri 0.695 0.78 Buy PER16x
11/12/10 OCBC Golden Agri 0.76 0.78 Hold PER16x
12/14/10 OCBC Golden Agri 0.77 0.91 Buy PER17x
03/02/10 phillip Golden Agri 0.54 0.46 Hold DCF
05/13/10 phillip Golden Agri 0.55 0.66 Buy DCF
08/12/10 phillip Golden Agri 0.57 0.61 Hold DCF
10/06/10 phillip Golden Agri 0.58 0.61 Hold DCF
11/15/10 phillip Golden Agri 0.73 0.72 Hold DCF
01/20/11 phillip Golden Agri 0.76 0.74 Hold DCF
Global Palm Resources - Buy call from Amfraser.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/05/11 Amfraser Global Palm Resources 0.37 0.51 Buy PER12x
01/05/11 Amfraser Global Palm Resources 0.37 0.51 Buy PER12x
Friday, January 21, 2011
Global Logistics - Buy calls from all analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
11/23/10 Citigroup Global Logistics 2.26 2.78 Buy
12/23/10 Citigroup Global Logistics 2.18 2.8 Buy NAV, PB1.53x
01/07/11 Citigroup Global Logistics 2.19 2.95 Buy NAV
11/24/10 DBS Vickers Global Logistics 2.18 2.76 Buy RNAV
11/30/10 DBS Vickers Global Logistics 2.22 2.76 Buy Sum of parts
12/20/10 DBS Vickers Global Logistics 2.26 2.76 Buy
01/06/11 DBS Vickers Global Logistics 2.16 2.76 Buy Sum of parts
11/19/10 JP Morgan Global Logistics 2.25 2.9 Overweight Sum of parts
11/19/10 Nomura Global Logistics 2.25 2.58 Buy
11/19/10 UBS Global Logistics 2.25 2.65 Buy
11/23/10 UBS Global Logistics 2.26 2.65 Buy
11/23/10 Citigroup Global Logistics 2.26 2.78 Buy
12/23/10 Citigroup Global Logistics 2.18 2.8 Buy NAV, PB1.53x
01/07/11 Citigroup Global Logistics 2.19 2.95 Buy NAV
11/24/10 DBS Vickers Global Logistics 2.18 2.76 Buy RNAV
11/30/10 DBS Vickers Global Logistics 2.22 2.76 Buy Sum of parts
12/20/10 DBS Vickers Global Logistics 2.26 2.76 Buy
01/06/11 DBS Vickers Global Logistics 2.16 2.76 Buy Sum of parts
11/19/10 JP Morgan Global Logistics 2.25 2.9 Overweight Sum of parts
11/19/10 Nomura Global Logistics 2.25 2.58 Buy
11/19/10 UBS Global Logistics 2.25 2.65 Buy
11/23/10 UBS Global Logistics 2.26 2.65 Buy
Gentings - HSBC doesn't like casino!
08/13/10 AmFraser Genting 1.28 2.13 Buy
08/25/10 CIMB Genting 1.54 1.88 Outperform Sum of parts
08/25/10 CIMB Genting 1.54 1.88 Outperform Sum of parts
10/11/10 CIMB Genting 1.98 2.45 Outperform Sum of parts
11/12/10 CIMB Genting 2.28 2.7 Outperform Sum of parts
01/04/11 CIMB Genting 2.22 2.7 Outperform
08/13/10 Citigroup Genting 1.46 1.55 Buy EV/Ebitda12.5x
09/15/10 Citigroup Genting 2.03 2.45 Buy Sum of parts & DCF
09/16/10 Citigroup Genting 1.97 2.45 Buy
11/15/10 Citigroup Genting 2.13 2.75 Buy
08/13/10 DBS Vickers Genting 1.28 2 Buy Sum of parts
08/20/10 DBS Vickers Genting 1.55 2 Buy
08/23/10 DBS Vickers Genting 1.5 2 Buy
09/16/10 DBS Vickers Genting 1.97 2.36 Buy EV/Ebitda16.5x
09/27/10 DBS Vickers Genting 2.01 2.36 Buy
11/12/10 DBS Vickers Genting 2.13 2.7 Buy Sum of parts
11/22/10 DBS Vickers Genting 2.04 2.7 Buy
11/23/10 DBS Vickers Genting 2.05 2.7 Buy
08/13/10 DMG & Partners Genting 1.28 2.02 Buy Sum of parts
09/17/10 DMG & Partners Genting 2.03 2.65 Buy Sum of parts
09/20/10 DMG & Partners Genting 2.09 2.65 Buy
09/29/10 DMG & Partners Genting 1.95 2.65 Buy EV/Ebitda16x
10/29/10 DMG & Partners Genting 2.16 2.65 Buy
11/12/10 DMG & Partners Genting 2.28 2.51 Buy Ev/Ebitda 16x
01/05/11 DMG & Partners Genting 2.08 2.51 Buy
11/19/10 HSBC Genting 2.04 2.05 Sell
09/30/10 Macquarie Genting 1.9 1.75 Neutral
08/20/10 Nomura Genting 1.55 1.01 Reduce
09/16/10 Nomura Genting 1.97 1.01 Reduce EV/Ebitda12x
08/13/10 OCBC Genting 1.28 1.66 Buy DCF
08/26/10 OCBC Genting 1.58 1.85 Buy DCF
09/02/10 OCBC Genting 1.69 1.85 Buy
10/01/10 OCBC Genting 1.95 2.38 Buy DCF
11/12/10 OCBC Genting 2.28 2.53 Buy DCF
01/17/11 phillip Genting 2.2 2.74 Buy EV/Ebitda 15x
08/13/10 RHB Genting 1.28 2.4 Outperform EV/Ebitda & DCF
10/22/10 UBS Genting 2.22 2.39 Neutral
08/20/10 UOB Kay Hian Genting 1.55 1.58 Hold
08/25/10 CIMB Genting 1.54 1.88 Outperform Sum of parts
08/25/10 CIMB Genting 1.54 1.88 Outperform Sum of parts
10/11/10 CIMB Genting 1.98 2.45 Outperform Sum of parts
11/12/10 CIMB Genting 2.28 2.7 Outperform Sum of parts
01/04/11 CIMB Genting 2.22 2.7 Outperform
08/13/10 Citigroup Genting 1.46 1.55 Buy EV/Ebitda12.5x
09/15/10 Citigroup Genting 2.03 2.45 Buy Sum of parts & DCF
09/16/10 Citigroup Genting 1.97 2.45 Buy
11/15/10 Citigroup Genting 2.13 2.75 Buy
08/13/10 DBS Vickers Genting 1.28 2 Buy Sum of parts
08/20/10 DBS Vickers Genting 1.55 2 Buy
08/23/10 DBS Vickers Genting 1.5 2 Buy
09/16/10 DBS Vickers Genting 1.97 2.36 Buy EV/Ebitda16.5x
09/27/10 DBS Vickers Genting 2.01 2.36 Buy
11/12/10 DBS Vickers Genting 2.13 2.7 Buy Sum of parts
11/22/10 DBS Vickers Genting 2.04 2.7 Buy
11/23/10 DBS Vickers Genting 2.05 2.7 Buy
08/13/10 DMG & Partners Genting 1.28 2.02 Buy Sum of parts
09/17/10 DMG & Partners Genting 2.03 2.65 Buy Sum of parts
09/20/10 DMG & Partners Genting 2.09 2.65 Buy
09/29/10 DMG & Partners Genting 1.95 2.65 Buy EV/Ebitda16x
10/29/10 DMG & Partners Genting 2.16 2.65 Buy
11/12/10 DMG & Partners Genting 2.28 2.51 Buy Ev/Ebitda 16x
01/05/11 DMG & Partners Genting 2.08 2.51 Buy
11/19/10 HSBC Genting 2.04 2.05 Sell
09/30/10 Macquarie Genting 1.9 1.75 Neutral
08/20/10 Nomura Genting 1.55 1.01 Reduce
09/16/10 Nomura Genting 1.97 1.01 Reduce EV/Ebitda12x
08/13/10 OCBC Genting 1.28 1.66 Buy DCF
08/26/10 OCBC Genting 1.58 1.85 Buy DCF
09/02/10 OCBC Genting 1.69 1.85 Buy
10/01/10 OCBC Genting 1.95 2.38 Buy DCF
11/12/10 OCBC Genting 2.28 2.53 Buy DCF
01/17/11 phillip Genting 2.2 2.74 Buy EV/Ebitda 15x
08/13/10 RHB Genting 1.28 2.4 Outperform EV/Ebitda & DCF
10/22/10 UBS Genting 2.22 2.39 Neutral
08/20/10 UOB Kay Hian Genting 1.55 1.58 Hold
Thursday, January 20, 2011
Baltic Dry Index (BDI) - Fell to 1432.
Quote:
The Baltic Dry Index of costs for carrying commodities such as coal and iron ore by sea fell 19 per cent to 1,432 points this year, for a 12-month decline of 57 per cent, data from the Baltic Exchange in London show.
End Quote.
The Baltic Dry Index of costs for carrying commodities such as coal and iron ore by sea fell 19 per cent to 1,432 points this year, for a 12-month decline of 57 per cent, data from the Baltic Exchange in London show.
End Quote.
Gallant Venture - Strong buy from Kim Eng.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
11/23/10 Kim Eng Gallant Venture 0.255 0.75 Buy
12/10/10 Kim Eng Gallant Venture 0.36 0.75 Buy
11/23/10 Kim Eng Gallant Venture 0.255 0.75 Buy
12/10/10 Kim Eng Gallant Venture 0.36 0.75 Buy
Fuxing - Buy calls from analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
08/11/10 DMG & Partners Fuxing 0.155 0.255 Buy Net cash PER6x
09/30/10 DMG & Partners Fuxing 0.17 0.255 Buy Ex-Cash PER6x
10/22/10 DMG & Partners Fuxing 0.16 0.255 Buy
11/10/10 DMG & Partners Fuxing 0.165 0.255 Buy
11/11/10 DMG & Partners Fuxing 0.165 0.255 Buy
12/27/10 NRA Fuxing 0.17 0.28 Buy PER11x
08/11/10 DMG & Partners Fuxing 0.155 0.255 Buy Net cash PER6x
09/30/10 DMG & Partners Fuxing 0.17 0.255 Buy Ex-Cash PER6x
10/22/10 DMG & Partners Fuxing 0.16 0.255 Buy
11/10/10 DMG & Partners Fuxing 0.165 0.255 Buy
11/11/10 DMG & Partners Fuxing 0.165 0.255 Buy
12/27/10 NRA Fuxing 0.17 0.28 Buy PER11x
Wednesday, January 19, 2011
Frasers Commercial Trust - Mixed calls by analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
07/30/10 DBS Vickers Frasers Commercial Trust 0.15 0.16 Hold
10/25/10 DBS Vickers Frasers Commercial Trust 0.165 0.19 Hold DCF
11/18/10 OCBC Frasers Commercial Trust 0.16 0.17 Buy RNAV (40% discount)
12/10/10 OCBC Frasers Commercial Trust 0.165 0.18 Buy RNAV
07/30/10 phillip Frasers Commercial Trust 0.15 0.17 Hold
10/25/10 phillip Frasers Commercial Trust 0.165 0.18 Hold DDM
07/30/10 DBS Vickers Frasers Commercial Trust 0.15 0.16 Hold
10/25/10 DBS Vickers Frasers Commercial Trust 0.165 0.19 Hold DCF
11/18/10 OCBC Frasers Commercial Trust 0.16 0.17 Buy RNAV (40% discount)
12/10/10 OCBC Frasers Commercial Trust 0.165 0.18 Buy RNAV
07/30/10 phillip Frasers Commercial Trust 0.15 0.17 Hold
10/25/10 phillip Frasers Commercial Trust 0.165 0.18 Hold DDM
Frasers Centrepoint Trust - Downgraded by some analysts.
07/26/10 CIMB Frasers Centrepoint Trust 1.39 1.84 Outperform DDM
11/18/10 CIMB Frasers Centrepoint Trust 1.46 1.86 Outperform DDM
01/05/11 CIMB Frasers Centrepoint Trust 1.5 1.86 Outperform DDM
07/26/10 DBS Vickers Frasers Centrepoint Trust 1.39 1.66 Buy
08/23/10 DBS Vickers Frasers Centrepoint Trust 1.41 1.66 Buy
08/31/10 DBS Vickers Frasers Centrepoint Trust 1.38 1.66 Buy
10/27/10 DBS Vickers Frasers Centrepoint Trust 1.5 1.74 Buy
12/13/10 DBS Vickers Frasers Centrepoint Trust 1.44 1.74 Buy
12/17/10 DBS Vickers Frasers Centrepoint Trust 1.45 1.74 Buy
07/22/10 DMG & Partners Frasers Centrepoint Trust 1.39 1.66 Buy
07/26/10 DMG & Partners Frasers Centrepoint Trust 1.39 1.66 Buy DDM
10/27/10 DMG & Partners Frasers Centrepoint Trust 1.5 1.66 Buy DDM
01/10/11 DMG & Partners Frasers Centrepoint Trust 1.53 1.66 Buy
09/02/10 OCBC Frasers Centrepoint Trust 1.39 1.49 Buy
09/29/10 OCBC Frasers Centrepoint Trust 1.52 1.49 Hold
09/30/10 OCBC Frasers Centrepoint Trust 1.5 1.49 Hold
10/08/10 OCBC Frasers Centrepoint Trust 1.5 1.49 Hold
11/09/10 OCBC Frasers Centrepoint Trust 1.49 1.55 Hold
12/06/10 OCBC Frasers Centrepoint Trust 1.44 1.74 Buy
12/10/10 OCBC Frasers Centrepoint Trust 1.45 1.5 Hold
01/11/11 OCBC Frasers Centrepoint Trust 1.51 1.58 Hold
11/18/10 CIMB Frasers Centrepoint Trust 1.46 1.86 Outperform DDM
01/05/11 CIMB Frasers Centrepoint Trust 1.5 1.86 Outperform DDM
07/26/10 DBS Vickers Frasers Centrepoint Trust 1.39 1.66 Buy
08/23/10 DBS Vickers Frasers Centrepoint Trust 1.41 1.66 Buy
08/31/10 DBS Vickers Frasers Centrepoint Trust 1.38 1.66 Buy
10/27/10 DBS Vickers Frasers Centrepoint Trust 1.5 1.74 Buy
12/13/10 DBS Vickers Frasers Centrepoint Trust 1.44 1.74 Buy
12/17/10 DBS Vickers Frasers Centrepoint Trust 1.45 1.74 Buy
07/22/10 DMG & Partners Frasers Centrepoint Trust 1.39 1.66 Buy
07/26/10 DMG & Partners Frasers Centrepoint Trust 1.39 1.66 Buy DDM
10/27/10 DMG & Partners Frasers Centrepoint Trust 1.5 1.66 Buy DDM
01/10/11 DMG & Partners Frasers Centrepoint Trust 1.53 1.66 Buy
09/02/10 OCBC Frasers Centrepoint Trust 1.39 1.49 Buy
09/29/10 OCBC Frasers Centrepoint Trust 1.52 1.49 Hold
09/30/10 OCBC Frasers Centrepoint Trust 1.5 1.49 Hold
10/08/10 OCBC Frasers Centrepoint Trust 1.5 1.49 Hold
11/09/10 OCBC Frasers Centrepoint Trust 1.49 1.55 Hold
12/06/10 OCBC Frasers Centrepoint Trust 1.44 1.74 Buy
12/10/10 OCBC Frasers Centrepoint Trust 1.45 1.5 Hold
01/11/11 OCBC Frasers Centrepoint Trust 1.51 1.58 Hold
Foreland Fabritech - CIMB loves this stock!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
11/29/10 CIMB Foreland Fabritech 0.09 0.16 Outperform
11/29/10 CIMB Foreland Fabritech 0.09 0.16 Outperform
Tuesday, January 18, 2011
FJ Benjamin - Kim Eng loves fashion!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
08/24/10 DMG & Partners FJ Benjamin 0.365 0.52 Buy DCF
11/15/10 DMG & Partners FJ Benjamin 0.41 0.52 Buy Under Review
08/24/10 Kim Eng FJ Benjamin 0.34 0.6 Buy DCF
11/15/10 Kim Eng FJ Benjamin 0.41 0.6 Buy DCF
08/24/10 DMG & Partners FJ Benjamin 0.365 0.52 Buy DCF
11/15/10 DMG & Partners FJ Benjamin 0.41 0.52 Buy Under Review
08/24/10 Kim Eng FJ Benjamin 0.34 0.6 Buy DCF
11/15/10 Kim Eng FJ Benjamin 0.41 0.6 Buy DCF
First Ship Lease Trust - Hold calls as not much upside left.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
06/10/10 DBS Vickers First Ship Lease Trust 0.395 0.36 Fully Valued
07/27/10 DBS Vickers First Ship Lease Trust 0.42 0.4 Fully Valued
10/26/10 DBS Vickers First Ship Lease Trust 0.47 0.45 Fully Valued Target yield 12%
05/19/10 OCBC First Ship Lease Trust 0.48 0.48 Hold FCFE Model (25% discount)
06/10/10 DBS Vickers First Ship Lease Trust 0.395 0.36 Fully Valued
07/27/10 DBS Vickers First Ship Lease Trust 0.42 0.4 Fully Valued
10/26/10 DBS Vickers First Ship Lease Trust 0.47 0.45 Fully Valued Target yield 12%
05/19/10 OCBC First Ship Lease Trust 0.48 0.48 Hold FCFE Model (25% discount)
Monday, January 17, 2011
First Resources - Mixed calls by analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/18/10 DBS Vickers First Resources 1.24 1.16 Hold DCF
03/02/10 DBS Vickers First Resources 1.04 1.29 Buy
05/12/10 DBS Vickers First Resources 1.06 1.36 Buy
08/03/10 DBS Vickers First Resources 1.14 1.35 Buy DCF
11/22/10 DBS Vickers First Resources 1.39 1.55 Buy
01/13/10 DMG & Partners First Resources 1.23 1.4 Buy PER15x
03/03/10 DMG & Partners First Resources 1.03 1.4 Buy PER15x
04/09/10 DMG & Partners First Resources 1.17 1.5 Buy PER15x
05/12/10 DMG & Partners First Resources 1.07 1.4 Buy PER15x
05/14/10 DMG & Partners First Resources 1.1 1.4 Buy PER15x
06/15/10 DMG & Partners First Resources 1.07 1.4 Buy PER15x
08/17/10 DMG & Partners First Resources 1.13 1.54 Buy
08/17/10 DMG & Partners First Resources 1.13 1.54 Buy PER15x
11/16/10 DMG & Partners First Resources 1.4 1.87 Buy PER18x
12/09/10 DMG & Partners First Resources 1.54 2.05 Buy
12/13/10 DMG & Partners First Resources 1.53 2.05 Buy
12/23/10 DMG & Partners First Resources 1.48 2.05 Buy PER17.1x
01/05/11 DMG & Partners First Resources 1.41 2.05 Buy
09/28/10 phillip First Resources 1.14 1.33 Buy DCF
11/15/10 phillip First Resources 1.4 1.54 Hold DCF
09/06/10 UOB Kay Hian First Resources 1.13 1.13 Hold Buy @ $1
01/18/10 DBS Vickers First Resources 1.24 1.16 Hold DCF
03/02/10 DBS Vickers First Resources 1.04 1.29 Buy
05/12/10 DBS Vickers First Resources 1.06 1.36 Buy
08/03/10 DBS Vickers First Resources 1.14 1.35 Buy DCF
11/22/10 DBS Vickers First Resources 1.39 1.55 Buy
01/13/10 DMG & Partners First Resources 1.23 1.4 Buy PER15x
03/03/10 DMG & Partners First Resources 1.03 1.4 Buy PER15x
04/09/10 DMG & Partners First Resources 1.17 1.5 Buy PER15x
05/12/10 DMG & Partners First Resources 1.07 1.4 Buy PER15x
05/14/10 DMG & Partners First Resources 1.1 1.4 Buy PER15x
06/15/10 DMG & Partners First Resources 1.07 1.4 Buy PER15x
08/17/10 DMG & Partners First Resources 1.13 1.54 Buy
08/17/10 DMG & Partners First Resources 1.13 1.54 Buy PER15x
11/16/10 DMG & Partners First Resources 1.4 1.87 Buy PER18x
12/09/10 DMG & Partners First Resources 1.54 2.05 Buy
12/13/10 DMG & Partners First Resources 1.53 2.05 Buy
12/23/10 DMG & Partners First Resources 1.48 2.05 Buy PER17.1x
01/05/11 DMG & Partners First Resources 1.41 2.05 Buy
09/28/10 phillip First Resources 1.14 1.33 Buy DCF
11/15/10 phillip First Resources 1.4 1.54 Hold DCF
09/06/10 UOB Kay Hian First Resources 1.13 1.13 Hold Buy @ $1
Wilmar is wrong to dabble in china property market.
For one to be successful in any business, one has to focus on its core competencies. Wilmar is doing its investors a disservice by going into the property business in China even though it has partnered with local developers.
I would label Wilmar's latest move as wrong move at the wrong time when China is trying to cool down its property market. Wilmar should not try to outbid other developers when China tries to curb the property market.
I hope Wilmar won't pay a painful lesson in China.
I would label Wilmar's latest move as wrong move at the wrong time when China is trying to cool down its property market. Wilmar should not try to outbid other developers when China tries to curb the property market.
I hope Wilmar won't pay a painful lesson in China.
First Reit - OCBC likes this reit.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/07/11 OCBC First Reit 0.74 0.84 Buy RNAV
01/07/11 OCBC First Reit 0.74 0.84 Buy RNAV
Sunday, January 16, 2011
Falcon Energy - Buy calls from analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
11/09/10 DnB Nor Falcon Energy 0.5 0.7 Buy NAV 0.68, PER8.6x, EV/Ebitda9.3x
04/12/10 Kim Eng Falcon Energy 0.705 0.99 Buy PER11x, PEG0.4x
05/13/10 Kim Eng Falcon Energy 0.635 0.99 Buy PER11x
08/16/10 Kim Eng Falcon Energy 0.555 0.85 Buy PER10x
11/24/10 Kim Eng Falcon Energy 0.42 0.6 Buy PER10x
11/09/10 DnB Nor Falcon Energy 0.5 0.7 Buy NAV 0.68, PER8.6x, EV/Ebitda9.3x
04/12/10 Kim Eng Falcon Energy 0.705 0.99 Buy PER11x, PEG0.4x
05/13/10 Kim Eng Falcon Energy 0.635 0.99 Buy PER11x
08/16/10 Kim Eng Falcon Energy 0.555 0.85 Buy PER10x
11/24/10 Kim Eng Falcon Energy 0.42 0.6 Buy PER10x
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