Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/03/11 DBS Vickers ASL Marine 0.98 0.96 Hold
02/14/11 Kim Eng ASL Marine 0.69 0.85 Buy NTA1x
01/05/11 OCBC ASL Marine 0.75 0.67 Hold
02/14/11 OCBC ASL Marine 0.69 0.67 Neutral
03/09/11 OCBC ASL Marine 0.645 0.67 Hold
03/11/11 OCBC ASL Marine 0.625 0.67 Hold
02/14/11 UOB Kay Hian ASL Marine 0.69 0.84 Hold Sum of parts
Wednesday, March 16, 2011
Asia Travel - Cease coverage by Kim Eng.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
11/30/10 DBS Vickers Asiatravel 0.42 0.4 Hold
01/27/11 Kim Eng Asiatravel 0.445 0.47 Hold Cease coverage as no positive catalyst
11/30/10 DBS Vickers Asiatravel 0.42 0.4 Hold
01/27/11 Kim Eng Asiatravel 0.445 0.47 Hold Cease coverage as no positive catalyst
Ascendas India Trust - Buy calls from analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/02/11 Citigroup Ascendas India Trust 0.99 1.18 Buy DDM
01/27/11 DBS Vickers Ascendas India Trust 0.96 1.08 Buy
02/25/11 DBS Vickers Ascendas India Trust 0.935 1.13 Buy DDM
03/09/11 DBS Vickers Ascendas India Trust 0.94 1.13 Buy
02/02/11 Citigroup Ascendas India Trust 0.99 1.18 Buy DDM
01/27/11 DBS Vickers Ascendas India Trust 0.96 1.08 Buy
02/25/11 DBS Vickers Ascendas India Trust 0.935 1.13 Buy DDM
03/09/11 DBS Vickers Ascendas India Trust 0.94 1.13 Buy
Tuesday, March 15, 2011
Ascott Residences Trust (ART) - CIMB upgraded this reit.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/05/11 CIMB ART 1.25 1.24 Underperform DDM
01/25/11 CIMB ART 1.22 1.32 Neutral
01/07/11 DBS Vickers ART 1.26 1.38 Buy
03/09/11 DBS Vickers ART 1.19 1.38 Buy
01/24/11 Kim Eng ART 1.22 1.38 Buy
01/21/11 Lim & Tan ART 1.22 0 Buy
01/24/11 OCBC ART 1.22 1.34 Buy
03/15/11 OCBC ART 1.19 1.34 Buy Under Review
01/05/11 CIMB ART 1.25 1.24 Underperform DDM
01/25/11 CIMB ART 1.22 1.32 Neutral
01/07/11 DBS Vickers ART 1.26 1.38 Buy
03/09/11 DBS Vickers ART 1.19 1.38 Buy
01/24/11 Kim Eng ART 1.22 1.38 Buy
01/21/11 Lim & Tan ART 1.22 0 Buy
01/24/11 OCBC ART 1.22 1.34 Buy
03/15/11 OCBC ART 1.19 1.34 Buy Under Review
Armstrong - Downgraded to hold by Lim & Tan.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/28/11 CIMB Armstrong 0.395 0.575 Outperform PER9x
03/03/11 DMG & Partners Armstrong 0.395 0.545 Buy
03/04/11 DMG & Partners Armstrong 0.395 0.545 Buy
01/03/11 Kim Eng Armstrong 0.43 0.53 Buy
02/28/11 Lim & Tan Armstrong 0.395 0 Hold
02/28/11 CIMB Armstrong 0.395 0.575 Outperform PER9x
03/03/11 DMG & Partners Armstrong 0.395 0.545 Buy
03/04/11 DMG & Partners Armstrong 0.395 0.545 Buy
01/03/11 Kim Eng Armstrong 0.43 0.53 Buy
02/28/11 Lim & Tan Armstrong 0.395 0 Hold
Ascendas Reit (A-Reit) - No buy call for this reit.
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
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
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
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