Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/05/11 CIMB A-Reit 2.12 2.13 Neutral DDM
01/18/11 CIMB A-Reit 2.16 2.09 Underperform DDM
01/28/11 CIMB A-Reit 2.12 2.09 Underperform
01/19/11 Credit Suisse A-Reit 2.15 2.33 Neutral
01/18/11 DBS Vickers A-Reit 2.16 2.19 Hold
02/14/11 DBS Vickers A-Reit 2.06 2.19 Hold DCF
03/09/11 DBS Vickers A-Reit 2.03 2.19 Hold
01/18/11 DMG & Partners A-Reit 2.16 2.2 Neutral
02/14/11 DMG & Partners A-Reit 2.06 2.2 Neutral
01/18/11 OCBC A-Reit 2.16 2.2 Hold RNAV
03/08/11 OCBC A-Reit 2 2.2 Hold
Tuesday, March 15, 2011
Monday, March 14, 2011
ARA Asset Management - Target price and call was upgraded by CIMB.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
11/11/10 CIMB ARA Asset Management 1.56 1.58 Neutral Sum of parts
02/25/11 CIMB ARA Asset Management 1.63 1.98 Outperform Sum of parts
02/25/11 DBS Vickers ARA Asset Management 1.63 1.77 Buy Sum of parts
11/11/10 CIMB ARA Asset Management 1.56 1.58 Neutral Sum of parts
02/25/11 CIMB ARA Asset Management 1.63 1.98 Outperform Sum of parts
02/25/11 DBS Vickers ARA Asset Management 1.63 1.77 Buy Sum of parts
Amtek - Buy calls from CIMB & DBS Vickers.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/03/11 CIMB Amtek 1.08 1.52 Outperform PER9x
01/11/11 DBS Vickers Amtek 1.29 1.65 Buy PER11x
01/25/11 DBS Vickers Amtek 1.33 1.65 Buy
02/14/11 DBS Vickers Amtek 1.24 1.65 Buy PER11x
01/03/11 CIMB Amtek 1.08 1.52 Outperform PER9x
01/11/11 DBS Vickers Amtek 1.29 1.65 Buy PER11x
01/25/11 DBS Vickers Amtek 1.33 1.65 Buy
02/14/11 DBS Vickers Amtek 1.24 1.65 Buy PER11x
Allied Tech - Buy call from NRA.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/01/11 NRA Allied Tech 0.065 0.13 Buy PB1x
03/01/11 NRA Allied Tech 0.065 0.13 Buy PB1x
Sunday, March 13, 2011
Allgreen - No longer a favoured developer.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/25/11 CIMB Allgreen 1.02 1.17 Underperform RNAV (30% discount)
12/20/10 DBS Vickers Allgreen 1.17 1.34 Hold
02/25/11 CIMB Allgreen 1.02 1.17 Underperform RNAV (30% discount)
12/20/10 DBS Vickers Allgreen 1.17 1.34 Hold
Adampak - Hold call by Lim & Tan.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/02/11 Lim & Tan Adampak 0.335 0 Hold PER7x
03/02/11 Lim & Tan Adampak 0.335 0 Hold PER7x
Ziwo - Well-liked by Phillip.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
12/15/10 phillip Ziwo 0.375 0.47 Buy
02/25/11 phillip Ziwo 0.285 0.47 Buy PER5x
12/15/10 phillip Ziwo 0.375 0.47 Buy
02/25/11 phillip Ziwo 0.285 0.47 Buy PER5x
Saturday, March 12, 2011
Yongnam - Buy calls from analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/01/11 CIMB Yongnam 0.25 0.4 Outperform PER8x
03/02/11 DMG & Partners Yongnam 1.85 2.3 Buy
03/01/11 CIMB Yongnam 0.25 0.4 Outperform PER8x
03/02/11 DMG & Partners Yongnam 1.85 2.3 Buy
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)
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
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
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.
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
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)
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
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
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
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
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
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
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