Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/05/11 CIMB CDL Hospitality 2.08 2.21 Neutral DDM
01/27/11 CIMB CDL Hospitality 2.09 2.14 Neutral DDM
03/03/11 CIMB CDL Hospitality 1.94 2.14 Neutral DDM
01/27/11 DBS Vickers CDL Hospitality 2.09 2.3 Buy
03/02/11 DBS Vickers CDL Hospitality 1.97 2.3 Buy
03/03/11 DBS Vickers CDL Hospitality 1.94 2.3 Buy DDM
03/09/11 DBS Vickers CDL Hospitality 2.02 2.3 Buy
01/05/11 DMG & Partners CDL Hospitality 2.04 2.39 Buy
01/26/11 DMG & Partners CDL Hospitality 2.09 2.39 Buy
01/27/11 DMG & Partners CDL Hospitality 2.08 2.39 Buy DDM
03/02/11 DMG & Partners CDL Hospitality 1.97 2.46 Buy
03/03/11 DMG & Partners CDL Hospitality 1.94 2.46 Buy DDM
01/26/11 Lim & Tan CDL Hospitality 2.09 0 Buy
03/02/11 Lim & Tan CDL Hospitality 1.97 0 Buy
02/10/11 Morgan Stanley CDL Hospitality 2.06 2.3 Overweight
03/16/11 OCBC CDL Hospitality 10.52 11.89 Hold
01/05/11 phillip CDL Hospitality 2.08 2.38 Buy PB1.6x
01/27/11 phillip CDL Hospitality 2.09 2.38 Buy
Wednesday, March 23, 2011
CapitaRetail China - Nobody likes China reit?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
07/26/10 DBS Vickers CapitaRetail China 1.26 1.26 Hold
10/21/10 DBS Vickers CapitaRetail China 1.25 1.3 Hold
01/27/11 DBS Vickers CapitaRetail China 1.27 1.28 Hold
03/09/11 DBS Vickers CapitaRetail China 1.23 1.28 Hold
07/26/10 DBS Vickers CapitaRetail China 1.26 1.26 Hold
10/21/10 DBS Vickers CapitaRetail China 1.25 1.3 Hold
01/27/11 DBS Vickers CapitaRetail China 1.27 1.28 Hold
03/09/11 DBS Vickers CapitaRetail China 1.23 1.28 Hold
Tuesday, March 22, 2011
Capitamalls Asia - CIMB doesn't like this reit.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/17/11 CIMB Capitamalls Asia 1.96 2.15 Underperform RNAV
02/18/11 CIMB Capitamalls Asia 1.92 2.24 Neutral RNAV
02/18/11 DBS Vickers Capitamalls Asia 1.92 2.51 Buy RNAV (10% premium)
03/16/11 DBS Vickers Capitamalls Asia 1.67 2.51 Buy
02/09/11 DIR Capitamalls Asia 2.01 2.65 Outperform
02/17/11 OCBC Capitamalls Asia 1.96 2.4 Under Review
02/18/11 OCBC Capitamalls Asia 1.92 2.15 Buy RNAV
03/16/11 OCBC Capitamalls Asia 1.59 2.15 Buy
02/17/11 CIMB Capitamalls Asia 1.96 2.15 Underperform RNAV
02/18/11 CIMB Capitamalls Asia 1.92 2.24 Neutral RNAV
02/18/11 DBS Vickers Capitamalls Asia 1.92 2.51 Buy RNAV (10% premium)
03/16/11 DBS Vickers Capitamalls Asia 1.67 2.51 Buy
02/09/11 DIR Capitamalls Asia 2.01 2.65 Outperform
02/17/11 OCBC Capitamalls Asia 1.96 2.4 Under Review
02/18/11 OCBC Capitamalls Asia 1.92 2.15 Buy RNAV
03/16/11 OCBC Capitamalls Asia 1.59 2.15 Buy
Capitamall Trust - Mixed calls for this reit.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/05/11 CIMB Capitamall Trust 1.97 1.98 Underperform DDM
01/21/11 CIMB Capitamall Trust 1.89 1.95 Underperform DDM
03/02/11 CIMB Capitamall Trust 1.86 2 Neutral DDM
03/02/11 Citigroup Capitamall Trust 1.86 2 Buy
01/21/11 DBS Vickers Capitamall Trust 1.89 2.08 Buy
02/16/11 DBS Vickers Capitamall Trust 1.83 2.08 Buy
03/02/11 DBS Vickers Capitamall Trust 1.86 2.08 Buy DCF
03/09/11 DBS Vickers Capitamall Trust 1.84 2.08 Buy
03/04/11 DIR Capitamall Trust 1.8 1.97 Outperform
03/07/11 DIR Capitamall Trust 1.82 1.97 Outperform
01/20/11 DMG & Partners Capitamall Trust 1.9 2.05 Neutral DDM
01/21/11 DMG & Partners Capitamall Trust 1.9 2 Neutral
02/17/11 DMG & Partners Capitamall Trust 1.83 2 Neutral
03/01/11 DMG & Partners Capitamall Trust 1.81 2 Neutral
01/24/11 IIFL Capitamall Trust 1.91 2.38 Buy
01/21/11 Kim Eng Capitamall Trust 1.89 2.32 Buy DDM
01/24/11 Kim Eng Capitamall Trust 1.91 2.32 Buy
03/11/11 Lim & Tan Capitamall Trust 1.83 0 Buy
02/10/11 Morgan Stanley Capitamall Trust 1.89 1.8 Underweight
01/21/11 OCBC Capitamall Trust 1.89 1.96 Hold RNAV
02/22/11 OCBC Capitamall Trust 1.82 1.98 Buy RNAV
02/28/11 OCBC Capitamall Trust 1.78 1.98 Buy
03/02/11 OCBC Capitamall Trust 1.86 2 Buy RNAV
03/03/11 OCBC Capitamall Trust 1.81 2 Buy
02/28/11 UOB Kay Hian Capitamall Trust 1.78 1.85 Sell
01/05/11 CIMB Capitamall Trust 1.97 1.98 Underperform DDM
01/21/11 CIMB Capitamall Trust 1.89 1.95 Underperform DDM
03/02/11 CIMB Capitamall Trust 1.86 2 Neutral DDM
03/02/11 Citigroup Capitamall Trust 1.86 2 Buy
01/21/11 DBS Vickers Capitamall Trust 1.89 2.08 Buy
02/16/11 DBS Vickers Capitamall Trust 1.83 2.08 Buy
03/02/11 DBS Vickers Capitamall Trust 1.86 2.08 Buy DCF
03/09/11 DBS Vickers Capitamall Trust 1.84 2.08 Buy
03/04/11 DIR Capitamall Trust 1.8 1.97 Outperform
03/07/11 DIR Capitamall Trust 1.82 1.97 Outperform
01/20/11 DMG & Partners Capitamall Trust 1.9 2.05 Neutral DDM
01/21/11 DMG & Partners Capitamall Trust 1.9 2 Neutral
02/17/11 DMG & Partners Capitamall Trust 1.83 2 Neutral
03/01/11 DMG & Partners Capitamall Trust 1.81 2 Neutral
01/24/11 IIFL Capitamall Trust 1.91 2.38 Buy
01/21/11 Kim Eng Capitamall Trust 1.89 2.32 Buy DDM
01/24/11 Kim Eng Capitamall Trust 1.91 2.32 Buy
03/11/11 Lim & Tan Capitamall Trust 1.83 0 Buy
02/10/11 Morgan Stanley Capitamall Trust 1.89 1.8 Underweight
01/21/11 OCBC Capitamall Trust 1.89 1.96 Hold RNAV
02/22/11 OCBC Capitamall Trust 1.82 1.98 Buy RNAV
02/28/11 OCBC Capitamall Trust 1.78 1.98 Buy
03/02/11 OCBC Capitamall Trust 1.86 2 Buy RNAV
03/03/11 OCBC Capitamall Trust 1.81 2 Buy
02/28/11 UOB Kay Hian Capitamall Trust 1.78 1.85 Sell
Capitaland - Mixed calls for this mega property developer.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/23/11 CIMB Capitaland 3.29 4.04 Neutral RNAV (15% discount)
02/25/11 CIMB Capitaland 3.27 4.04 Neutral RNAV (15% discount)
12/16/10 DBS Vickers Capitaland 3.68 4.95 Buy
12/20/10 DBS Vickers Capitaland 3.62 4.96 Buy
02/22/11 DBS Vickers Capitaland 3.36 4.95 Buy
02/25/11 DBS Vickers Capitaland 3.27 4.76 Buy
03/16/11 DBS Vickers Capitaland 3.26 4.76 Buy
02/24/11 DMG & Partners Capitaland 3.29 4.33 Buy RNAV
02/17/11 Kim Eng Capitaland 3.4 4.3 Buy RNAV
02/23/11 Kim Eng Capitaland 3.29 4.3 Buy RNAV
01/05/11 OCBC Capitaland 3.76 4.48 Buy RNAV
02/23/11 OCBC Capitaland 3.29 4.03 Buy RNAV
03/16/11 OCBC Capitaland 3.13 4.03 Buy
02/23/11 UOB Kay Hian Capitaland 3.28 3.7 Hold
02/23/11 CIMB Capitaland 3.29 4.04 Neutral RNAV (15% discount)
02/25/11 CIMB Capitaland 3.27 4.04 Neutral RNAV (15% discount)
12/16/10 DBS Vickers Capitaland 3.68 4.95 Buy
12/20/10 DBS Vickers Capitaland 3.62 4.96 Buy
02/22/11 DBS Vickers Capitaland 3.36 4.95 Buy
02/25/11 DBS Vickers Capitaland 3.27 4.76 Buy
03/16/11 DBS Vickers Capitaland 3.26 4.76 Buy
02/24/11 DMG & Partners Capitaland 3.29 4.33 Buy RNAV
02/17/11 Kim Eng Capitaland 3.4 4.3 Buy RNAV
02/23/11 Kim Eng Capitaland 3.29 4.3 Buy RNAV
01/05/11 OCBC Capitaland 3.76 4.48 Buy RNAV
02/23/11 OCBC Capitaland 3.29 4.03 Buy RNAV
03/16/11 OCBC Capitaland 3.13 4.03 Buy
02/23/11 UOB Kay Hian Capitaland 3.28 3.7 Hold
Monday, March 21, 2011
CapitaCommercial - Mixed calls by analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/05/11 CIMB CapitaCommercial 1.54 1.41 Neutral DDM
01/20/11 CIMB CapitaCommercial 1.53 1.38 Underperform DDM
01/28/11 CIMB CapitaCommercial 1.46 1.38 Underperform
03/09/11 DBS Vickers CapitaCommercial 1.45 1.57 Hold
01/19/11 DMG & Partners CapitaCommercial 1.51 1.55 Neutral DDM
01/20/11 Kim Eng CapitaCommercial 1.53 1.25 Hold DDM
01/31/11 Lim & Tan CapitaCommercial 1.46 0 Buy
01/20/11 OCBC CapitaCommercial 1.53 1.61 Buy RNAV
02/10/11 OCBC CapitaCommercial 1.49 1.61 Buy
03/03/11 OCBC CapitaCommercial 1.43 1.61 Buy
01/05/11 CIMB CapitaCommercial 1.54 1.41 Neutral DDM
01/20/11 CIMB CapitaCommercial 1.53 1.38 Underperform DDM
01/28/11 CIMB CapitaCommercial 1.46 1.38 Underperform
03/09/11 DBS Vickers CapitaCommercial 1.45 1.57 Hold
01/19/11 DMG & Partners CapitaCommercial 1.51 1.55 Neutral DDM
01/20/11 Kim Eng CapitaCommercial 1.53 1.25 Hold DDM
01/31/11 Lim & Tan CapitaCommercial 1.46 0 Buy
01/20/11 OCBC CapitaCommercial 1.53 1.61 Buy RNAV
02/10/11 OCBC CapitaCommercial 1.49 1.61 Buy
03/03/11 OCBC CapitaCommercial 1.43 1.61 Buy
Cambridge Industrial - Analysts likes this reit.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/14/11 DBS Vickers Cambridge Industrial 0.515 0.58 Buy DCF
03/09/11 DBS Vickers Cambridge Industrial 0.505 0.58 Buy
03/14/11 DBS Vickers Cambridge Industrial 0.5 0.58 Buy
01/19/11 DMG & Partners Cambridge Industrial 0.52 0.61 Buy
03/11/11 DMG & Partners Cambridge Industrial 0.51 0.61 Buy DDM
02/14/11 phillip Cambridge Industrial 0.515 0.61 Buy Div Yield 9.4%
02/14/11 DBS Vickers Cambridge Industrial 0.515 0.58 Buy DCF
03/09/11 DBS Vickers Cambridge Industrial 0.505 0.58 Buy
03/14/11 DBS Vickers Cambridge Industrial 0.5 0.58 Buy
01/19/11 DMG & Partners Cambridge Industrial 0.52 0.61 Buy
03/11/11 DMG & Partners Cambridge Industrial 0.51 0.61 Buy DDM
02/14/11 phillip Cambridge Industrial 0.515 0.61 Buy Div Yield 9.4%
Cache Logistics - Well-loved by analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/04/11 CIMB Cache Logistics 0.97 1.3 Outperform
01/05/11 CIMB Cache Logistics 0.96 1.3 Outperform DDM
01/28/11 CIMB Cache Logistics 0.99 1.32 Outperform DDM
03/15/11 CIMB Cache Logistics 0.94 1.32 Outperform DDM
01/28/11 DBS Vickers Cache Logistics 0.99 1.11 Buy
03/09/11 DBS Vickers Cache Logistics 0.95 1.11 Buy
03/14/11 OCBC Cache Logistics 0.935 1.03 Buy RNAV
03/18/11 OCBC Cache Logistics 0.92 1.04 Buy RNAV
01/04/11 CIMB Cache Logistics 0.97 1.3 Outperform
01/05/11 CIMB Cache Logistics 0.96 1.3 Outperform DDM
01/28/11 CIMB Cache Logistics 0.99 1.32 Outperform DDM
03/15/11 CIMB Cache Logistics 0.94 1.32 Outperform DDM
01/28/11 DBS Vickers Cache Logistics 0.99 1.11 Buy
03/09/11 DBS Vickers Cache Logistics 0.95 1.11 Buy
03/14/11 OCBC Cache Logistics 0.935 1.03 Buy RNAV
03/18/11 OCBC Cache Logistics 0.92 1.04 Buy RNAV
Sunday, March 20, 2011
C&O Pharm - Buy call from Phillip.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/14/11 phillip C&O Pharm 0.42 0.65 Buy PER13.7x
02/14/11 phillip C&O Pharm 0.42 0.65 Buy PER13.7x
Bukit Sembawang - Mixed calls by analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/10/11 CIMB Bukit Sembawang 4.77 5.86 Outperform RNAV (30% discount)
03/16/11 DBS Vickers Bukit Sembawang 4.35 5.25 Hold
01/10/11 CIMB Bukit Sembawang 4.77 5.86 Outperform RNAV (30% discount)
03/16/11 DBS Vickers Bukit Sembawang 4.35 5.25 Hold
Broadway - Mixed calls by analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/17/11 CIMB Broadway 0.99 1.84 Outperform PER8x
02/17/11 DBS Vickers Broadway 0.99 0.91 Hold PER4.5x
02/21/11 DMG & Partners Broadway 1.06 1.27 Buy PER7.1x
02/17/11 Lim & Tan Broadway 0.99 0 Neutral
02/22/11 NRA Broadway 1 1.93 Buy PER8x
02/17/11 CIMB Broadway 0.99 1.84 Outperform PER8x
02/17/11 DBS Vickers Broadway 0.99 0.91 Hold PER4.5x
02/21/11 DMG & Partners Broadway 1.06 1.27 Buy PER7.1x
02/17/11 Lim & Tan Broadway 0.99 0 Neutral
02/22/11 NRA Broadway 1 1.93 Buy PER8x
Saturday, March 19, 2011
Market analyses for US market (Dow Jones Industrial Average Index), Japan market (Nikkei 225 Index), Hong Kong market (Hang Seng Index) & Singapore market (Straits Times Index)
The charts above dated 18/03/2011 show the inflows and outflows of funds in the stock markets by displaying the moving averages of 100-day volumes (blue line). The flows of funds usually determine the future trajectories of a stock market.
Breadtalk - Do you still like pork floss bun?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/25/11 Kim Eng Breadtalk 0.61 0 Under Review
03/10/11 OCBC Breadtalk 0.66 0.74 Buy DCF
02/25/11 Kim Eng Breadtalk 0.61 0 Under Review
03/10/11 OCBC Breadtalk 0.66 0.74 Buy DCF
Boustead - Mixed calls from analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/15/11 DBS Vickers Boustead 1.06 1.1 Hold Sum of parts
02/22/11 DBS Vickers Boustead 1.02 1.1 Hold
01/03/11 Kim Eng Boustead 1.1 1.39 Buy Sum of parts, PER10.9x
01/27/11 Kim Eng Boustead 1.11 1.39 Buy Sum of parts
02/15/11 Kim Eng Boustead 1.06 1.39 Buy
03/01/11 Kim Eng Boustead 0.935 1.39 Buy Under Review
02/15/11 DBS Vickers Boustead 1.06 1.1 Hold Sum of parts
02/22/11 DBS Vickers Boustead 1.02 1.1 Hold
01/03/11 Kim Eng Boustead 1.1 1.39 Buy Sum of parts, PER10.9x
01/27/11 Kim Eng Boustead 1.11 1.39 Buy Sum of parts
02/15/11 Kim Eng Boustead 1.06 1.39 Buy
03/01/11 Kim Eng Boustead 0.935 1.39 Buy Under Review
Biosensors - Mixed calls from analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/31/11 DBS Vickers Biosensors 1.14 1.2 Hold
02/18/11 DBS Vickers Biosensors 1.04 1.13 Hold Sum of parts
01/31/11 OCBC Biosensors 1.14 1.36 Buy DCF
02/18/11 OCBC Biosensors 1.04 1.36 Under Review
02/21/11 OCBC Biosensors 1.01 1.36 Buy
03/14/11 OCBC Biosensors 1.18 1.36 Buy
01/31/11 DBS Vickers Biosensors 1.14 1.2 Hold
02/18/11 DBS Vickers Biosensors 1.04 1.13 Hold Sum of parts
01/31/11 OCBC Biosensors 1.14 1.36 Buy DCF
02/18/11 OCBC Biosensors 1.04 1.36 Under Review
02/21/11 OCBC Biosensors 1.01 1.36 Buy
03/14/11 OCBC Biosensors 1.18 1.36 Buy
Friday, March 18, 2011
Beyonics - No cure for this company.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/07/11 Lim & Tan Beyonics 0.195 0 Sell
03/14/11 Lim & Tan Beyonics 0.17 0 Sell
03/07/11 Lim & Tan Beyonics 0.195 0 Sell
03/14/11 Lim & Tan Beyonics 0.17 0 Sell
Berlian Laju - CIMB downgraded this shipper due to change in government regulation.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/11/11 CIMB Berlian Laju 0.05 0.05 Trading Sell
03/11/11 CIMB Berlian Laju 0.05 0.05 Trading Sell
BBR - DMG upgraded the target price.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/17/11 DMG & Partners BBR 0.27 0.33 Buy PER6.5x
02/28/11 DMG & Partners BBR 0.265 0.45 Buy PER6.5x
03/10/11 DMG & Partners BBR 0.19 0.45 Buy
02/17/11 DMG & Partners BBR 0.27 0.33 Buy PER6.5x
02/28/11 DMG & Partners BBR 0.265 0.45 Buy PER6.5x
03/10/11 DMG & Partners BBR 0.19 0.45 Buy
Thursday, March 17, 2011
Baltic Dry Index (BDI) - 1548
Quote:
The Baltic Exchange's main sea freight index, which tracks rates to ship dry commodities, fell for a second day on Tuesday in slower activity with the market still assessing Japan's earthquake.
The index fell by 0.71 per cent or 11 points to 1,548 points. Prior to the move lower it had risen for 11 consecutive sessions.
End Quote.
The Baltic Exchange's main sea freight index, which tracks rates to ship dry commodities, fell for a second day on Tuesday in slower activity with the market still assessing Japan's earthquake.
The index fell by 0.71 per cent or 11 points to 1,548 points. Prior to the move lower it had risen for 11 consecutive sessions.
End Quote.
Avi-Tech - Buy call from OCBC.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/04/11 OCBC Avi-Tech 0.195 0.28 Buy NTA1.5x
02/11/11 OCBC Avi-Tech 0.195 0.28 Under Review
02/15/11 OCBC Avi-Tech 0.19 0.28 Buy NTA1x
01/04/11 OCBC Avi-Tech 0.195 0.28 Buy NTA1.5x
02/11/11 OCBC Avi-Tech 0.195 0.28 Under Review
02/15/11 OCBC Avi-Tech 0.19 0.28 Buy NTA1x
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