New Launch - One Sophia For Sale!

New Launch - One Sophia For Sale!
Please click the advertisement for more information.

Search This Blog

Saturday, March 12, 2011

Ying Li - Buy call from Kim Eng.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

03/02/11 Kim Eng Ying Li 0.365 0.5 Buy RNAV (40% discount)

Yangzijiang - Analysts loves this shipyard.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

12/14/10 CIMB Yangzijiang 1.94 2.57 Outperform PER14x
01/04/11 CIMB Yangzijiang 1.97 2.57 Outperform
01/13/11 CIMB Yangzijiang 2.01 2.69 Outperform PER14x
01/28/11 CIMB Yangzijiang 1.92 2.69 Outperform
02/21/11 CIMB Yangzijiang 1.9 2.69 Outperform PER14x
02/22/11 CIMB Yangzijiang 1.89 2.69 Outperform PER14x
02/23/11 CIMB Yangzijiang 1.89 2.69 Outperform PER14x
03/10/11 CIMB Yangzijiang 1.81 2.69 Outperform

12/16/10 DBS Vickers Yangzijiang 1.93 2.6 Buy Sum of parts, PB
12/17/10 DBS Vickers Yangzijiang 1.89 2.6 Buy PER14x
01/04/11 DBS Vickers Yangzijiang 1.97 2.6 Buy
01/13/11 DBS Vickers Yangzijiang 2.01 2.6 Buy PER14x
03/02/11 DBS Vickers Yangzijiang 1.85 2.6 Buy PER14x
03/10/11 DBS Vickers Yangzijiang 1.81 2.6 Buy PER14x

12/17/10 DMG & Partners Yangzijiang 1.89 2.2 Buy PER15x
01/13/11 DMG & Partners Yangzijiang 2.01 2.2 Buy
02/22/11 DMG & Partners Yangzijiang 1.89 2.2 Under Review
02/23/11 DMG & Partners Yangzijiang 1.89 2.3 Buy PER15x

02/24/11 Morgan Stanley Yangzijiang 1.85 2.11 Overweight

03/08/11 Nomura Yangzijiang 1.82 2.3 Buy Sum of parts

01/18/11 OCBC Yangzijiang 2.02 2.36 Buy PER15x
02/01/11 OCBC Yangzijiang 1.86 2.36 Buy
02/07/11 OCBC Yangzijiang 1.93 2.36 Buy
02/23/11 OCBC Yangzijiang 1.89 2.36 Buy
03/02/11 OCBC Yangzijiang 1.85 2.36 Buy
03/09/11 OCBC Yangzijiang 1.81 2.36 Buy

12/02/10 UOB Kay Hian Yangzijiang 1.88 2.37 Buy PER15x

Yamada Green - DMG likes mushrooms.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

01/07/11 DMG & Partners Yamada Green 0.32 0.4 Buy
02/07/11 DMG & Partners Yamada Green 0.325 0.4 Buy
02/09/11 DMG & Partners Yamada Green 0.335 0.4 Buy
03/02/11 DMG & Partners Yamada Green 0.28 0.43 Buy PER6x
03/03/11 DMG & Partners Yamada Green 0.27 0.43 Buy PER6x

Friday, March 11, 2011

Baltic Dry Index (BDI) - 1538

Quote:

The Baltic Exchange's main sea freight index, which tracks rates to ship dry commodities, rose to a two-month high on Thursday as buoyant cargo demand bolstered sentiment. The index rose by 4.48 per cent or 66 points to 1,538 points in a tenth session of gains to reach its highest since Jan 6.

End Quote.

Xinren Aluminum - Buy call from DBS Vickers.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

12/16/10 DBS Vickers Xinren Aluminum 0.46 0.7 Buy PER7.9x
03/01/11 DBS Vickers Xinren Aluminum 0.43 0.7 Buy PER8.8x

Wing Tai - DBS Vickers doesn't like this developer.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

01/06/11 CIMB Wing Tai 1.72 2.19 Outperform RNAV (15% discount)

12/20/10 DBS Vickers Wing Tai 1.67 2.05 Hold
02/01/11 DBS Vickers Wing Tai 1.64 2.05 Hold RNAV (15% discount)

12/16/10 DMG & Partners Wing Tai 1.69 2.2 Buy
01/05/11 DMG & Partners Wing Tai 1.65 2.2 Buy
02/01/11 DMG & Partners Wing Tai 1.64 2.2 Buy RNAV

02/01/11 Kim Eng Wing Tai 1.64 2.26 Buy RNAV (20% discount)

Thursday, March 10, 2011

Wilmar - 4 buy calls, 8 neutral calls & 2 sell calls.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

12/30/10 Amfraser Wilmar 5.69 7.6 Buy

01/10/11 CIMB Wilmar 5.7 5.6 Neutral PER14.2x
02/02/11 CIMB Wilmar 5.3 5.8 Neutral PER14.2x
02/24/11 CIMB Wilmar 5.2 5.8 Neutral PER14.5x

02/24/11 Citigroup Wilmar 5.2 5.4 Neutral

01/11/11 CLSA Wilmar 5.7 4.95 Sell

12/30/10 DBS Vickers Wilmar 5.69 6.6 Buy
01/10/11 DBS Vickers Wilmar 5.7 6.15 Hold DCF

12/22/10 DIR Wilmar 5.62 6.73 Outperform PER14.4x
02/22/11 DIR Wilmar 5.47 6.73 Buy
03/01/11 DIR Wilmar 5.09 5.2 Hold

01/10/11 DMG & Partners Wilmar 5.7 7.88 Buy
02/25/11 DMG & Partners Wilmar 5.2 6.15 Buy

02/24/11 HSBC Wilmar 5.2 6.44 Overweight

01/05/11 JP Morgan Wilmar 5.5 4.6 Underweight PER14x
03/07/11 JP Morgan Wilmar 5.19 5.4 Neutral

12/16/10 Kim Eng Wilmar 5.92 6.24 Hold PER15x
01/13/11 Kim Eng Wilmar 5.72 5.85 Hold PER15x
02/24/11 Kim Eng Wilmar 5.2 5.31 Hold PER15x

02/23/11 Lim & Tan Wilmar 5.41 0 Sell

12/14/10 OCBC Wilmar 5.96 6.48 Hold PER18x
01/10/11 OCBC Wilmar 5.7 6.48 Buy
02/23/11 OCBC Wilmar 5.41 6.48 Under Review Downgrade

12/22/10 phillip Wilmar 5.92 7.08 Buy DCF
02/24/11 phillip Wilmar 5.2 6.42 Buy DCF

01/06/11 UBS Wilmar 5.56 7 Buy
02/23/11 UBS Wilmar 5.41 5.7 Neutral

02/24/11 UOB Kay Hian Wilmar 5.2 5.8 Hold

SGX - Things don't look so good.

The average trading volume for Singapore market is dropping significantly as shown in my most recent market analyses posting and SGX stock will not outperform the market.

Wheelock Properties - Amfraser doesn't like this developer.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

02/23/11 Amfraser Wheelock Properties 1.86 2.08 Hold RNAV

02/22/11 CIMB Wheelock Properties 1.84 2.37 Outperform RNAV (10% discount)
02/25/11 CIMB Wheelock Properties 1.89 2.41 Outperform RNAV (10% discount)

12/20/10 DBS Vickers Wheelock Properties 1.96 2.32 Buy
02/22/11 DBS Vickers Wheelock Properties 1.84 2.27 Buy RNAV

11/16/10 OCBC Wheelock Properties 2 2.32 Buy

Wee Hur - This stock is still a buy by phillip after ex-bonus.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

12/09/10 phillip Wee Hur 0.475 0.62 Buy PER5.5x, Ex-bonus $0.31
02/28/11 phillip Wee Hur 0.29 0.35 Buy PER5.5x

Wednesday, March 9, 2011

Viking Offshore & Marine - Buy call from OCBC.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

01/07/11 OCBC Viking Offshore & Marine 0.2 0.32 Buy Sum of parts
02/16/11 OCBC Viking Offshore & Marine 0.21 0.32 Under Review
02/17/11 OCBC Viking Offshore & Marine 0.21 0.32 Buy Sum of parts
03/04/11 OCBC Viking Offshore & Marine 0.195 0.32 Buy

Venture - Buy calls from analysts.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

01/04/11 CIMB Venture 9.3 11.98 Outperform
01/28/11 CIMB Venture 9.69 11.98 Outperform
02/24/11 CIMB Venture 9.23 12 Outperform PER14x

02/24/11 DBS Vickers Venture 9.23 11.4 Buy PER15x

01/07/11 Kim Eng Venture 9.48 11.8 Buy PER15x
02/18/11 Kim Eng Venture 9.45 11.8 Buy PER15x

02/24/11 Lim & Tan Venture 9.23 0 Buy Div Yield 6%

02/24/11 OCBC Venture 9.23 12.1 Buy PER15x

Valuetronics - Buy call from OCBC.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

12/07/10 OCBC Valuetronics 0.235 0.44 Buy PER8x
01/27/11 OCBC Valuetronics 0.245 0.47 Buy

Tuesday, March 8, 2011

UOL - Buy calls from all analysts.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

02/23/11 CIMB UOL 4.28 5.55 Outperform RNAV (15% discount)

12/16/10 DBS Vickers UOL 4.68 5.17 Buy
12/20/10 DBS Vickers UOL 4.72 5.23 Buy
02/23/11 DBS Vickers UOL 4.28 5.31 Buy RNAV (10% discount)

01/19/11 Lim & Tan UOL 5.07 0 Hold
02/23/11 Lim & Tan UOL 4.28 0 Buy

12/08/10 OCBC UOL 4.64 5.42 Buy RNAV (10% discount)
01/14/11 OCBC UOL 5.04 5.42 Buy
01/19/11 OCBC UOL 5.07 5.61 Buy RNAV (15% discount)
02/07/11 OCBC UOL 4.99 5.61 Buy RNAV (15% discount)
02/23/11 OCBC UOL 4.28 5.24 Buy RNAV (20% discount)

UOB - CIMB doesn't like this bank.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

02/10/11 CIMB UOB 19.24 20.83 Underperform PB1.55x & GGM
02/28/11 CIMB UOB 18.28 20.38 Underperform PB1.5x & GGM
03/03/11 CIMB UOB 18.36 20.38 Underperform PB1.5x & GGM

01/28/11 DBS Vickers UOB 19.86 21.5 Buy
02/28/11 DBS Vickers UOB 18.28 21.7 Buy
03/03/11 DBS Vickers UOB 18.4 21.7 Buy PB1.8x & GGM

01/04/11 DMG & Partners UOB 18.2 22 Buy PB1.5x
01/05/11 DMG & Partners UOB 17.8 22 Buy
02/01/11 DMG & Partners UOB 19.84 22 Buy
02/28/11 DMG & Partners UOB 18.24 22 Buy PB1.65x
03/02/11 DMG & Partners UOB 18.4 22 Buy PB1.65x

02/28/11 Kim Eng UOB 18.24 21.5 Buy PB1.65x & GGM

02/28/11 OCBC UOB 18.28 19.7 Buy

02/28/11 phillip UOB 18.28 20.12 Hold

01/21/11 RBS UOB 19.34 23 Buy

United Envirotech - Buy calls from analysts.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

02/10/11 DMG & Partners United Envirotech 0.45 0.61 Buy PER10.8x

02/01/11 OCBC United Envirotech 0.455 0.69 Buy DCF, Under Review
02/02/11 OCBC United Envirotech 0.435 0.65 Buy DCF

Monday, March 7, 2011

United Engineers - Target price was being downgraded by CIMB.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

02/16/11 CIMB United Engineers 2.44 3.27 Outperform RNAV (10% discount)
03/02/11 CIMB United Engineers 2.43 3.21 Outperform RNAV (15% discount)

UIC - Fully valued.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
 
12/20/10 DBS Vickers UIC 2.4 2.21 Hold
02/21/11 DBS Vickers UIC 2.78 2.38 Fully Valued RNAV (5% discount)

Tiong Seng - Target price was downgraded by DBS Vickers but retained buy call.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

12/01/10 DBS Vickers Tiong Seng 0.25 0.36 Buy Sum of parts (30% discount)
02/24/11 DBS Vickers Tiong Seng 0.24 0.31 Buy Sum of parts (35% discount)

Sunday, March 6, 2011

Tiger Airways - Look like Tiger really cannot fly.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation

01/12/11 CIMB Tiger Airways 1.8 1.59 Underperform PER8x
01/28/11 CIMB Tiger Airways 1.78 1.59 Underperform
01/31/11 CIMB Tiger Airways 1.77 1.59 Underperform PER8x
02/11/11 CIMB Tiger Airways 1.66 1.64 Underperform PER8x
02/17/11 CIMB Tiger Airways 1.58 1.64 Underperform PER8x
02/25/11 CIMB Tiger Airways 1.35 1.64 Underperform PER8x

02/16/11 Citigroup Tiger Airways 1.65 2.15 Buy

02/11/11 Credit Suisse Tiger Airways 1.72 1.9 Underperform
02/18/11 Credit Suisse Tiger Airways 1.59 1.9 Underperform
03/02/11 Credit Suisse Tiger Airways 1.39 1.65 Neutral

02/01/11 DBS Vickers Tiger Airways 1.74 1.9 Hold PER15x

12/10/10 DMG & Partners Tiger Airways 1.85 2 Neutral PER16.5x
01/11/11 DMG & Partners Tiger Airways 1.8 2.24 Buy PER12x
02/01/11 DMG & Partners Tiger Airways 1.77 2.24 Buy PER12x
02/18/11 DMG & Partners Tiger Airways 1.59 2.24 Buy
02/25/11 DMG & Partners Tiger Airways 1.35 2.24 Buy
03/01/11 DMG & Partners Tiger Airways 1.36 1.65 Buy PER12x
03/03/11 DMG & Partners Tiger Airways 1.39 1.65 Buy PER12x

01/21/11 Macquarie Tiger Airways 1.79 1.5 Underperform

12/09/10 phillip Tiger Airways 1.86 1.65 Sell
01/12/11 phillip Tiger Airways 1.8 1.65 Sell DCF & PER
02/01/11 phillip Tiger Airways 1.74 1.64 Hold PER12x & DCF

12/03/10 StanChart Tiger Airways 1.84 2.5 Buy EV/Ebitda 15x

02/17/11 UOB Kay Hian Tiger Airways 1.58 1.54 sell Under Review
02/18/11 UOB Kay Hian Tiger Airways 1.59 1.59 Hold EV/Ebitda 8x