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Saturday, April 2, 2011

Equation - Hold call by NRA.

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

02/16/11 NRA Equation 0.05 0.04 Hold Ebitda 6x

Epicentre - DMG likes apple products.

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

02/08/11 DMG & Partners Epicentre 0.37 0.51 Buy PER8x
02/15/11 DMG & Partners Epicentre 0.4 0.68 Buy PER8x
03/14/11 DMG & Partners Epicentre 0.46 0.68 Buy PER8x

Friday, April 1, 2011

Baltic Dry Index (BDI) - 1545

Quote:

The Baltic Dry Index has dropped 48 per cent in the past year. The index fell by 1.72 per cent or 27 points from Tuesday to 1,545 points.

End Quote.

Elec & Eltek - CIMB likes this stock but not Lim & Tan.

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

02/25/11 CIMB Elec & Eltek 3.45 4.03 Outperform

02/25/11 Lim & Tan Elec & Eltek 3.45 0 Hold
03/21/11 Lim & Tan Elec & Eltek 3.27 0 Neutral

ECS - Buy calls from analysts.

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

02/14/11 NRA ECS 0.845 1.42 Buy PER10x
02/28/11 NRA ECS 0.865 1.37 Buy PER10x

03/21/11 UOB Kay Hian ECS 0.83 1.18 Buy

DMX - Neutral call by NRA.

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

03/21/11 NRA DMX 0.35 0.37 Neutral 17x

Thursday, March 31, 2011

Baltic Dry Index (BDI) - 1572

Quote:

The index fell by 0.82 per cent or 13 points to 1,572 points, after being flat on Monday.

End Quote.

DBS Bank - 7 buy calls, 1 sell call, 2 hold calls.

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

01/28/11 CIMB DBS 15.08 17 Outperform
02/08/11 CIMB DBS 15.18 17 Outperform PB1.45x
02/11/11 CIMB DBS 14.82 17 Outperform PB1.45x & GGM
02/14/11 CIMB DBS 14.8 17 Outperform PB1.45x, GGM
03/03/11 CIMB DBS 14.16 17 Outperform PB1.45x & GGM
03/08/11 CIMB DBS 14.34 17 Outperform PB1.45x & GGM
03/25/11 CIMB DBS 14.24 17 Outperform PB1.45x & GGM

03/07/11 Citigroup DBS 14.54 16.5 Buy

03/18/11 CLSA DBS 14.04 13.6 Underperform

02/07/11 DMG & Partners DBS 15.14 14.3 Neutral PB1.22x
02/14/11 DMG & Partners DBS 14.8 15 Neutral PB1.3x
03/02/11 DMG & Partners DBS 14.42 15 Neutral PB1.3x

02/11/11 JP Morgan DBS 14.82 24 Buy

02/11/11 Kim Eng DBS 14.82 0 Under Review
02/14/11 Kim Eng DBS 14.8 13.74 Hold GGM
03/08/11 Kim Eng DBS 14.34 13.75 Hold

02/11/11 Lim & Tan DBS 14.82 0 Buy

03/21/11 Morgan Stanley DBS 14 17 Overweight

02/11/11 OCBC DBS 14.82 16 Buy

02/14/11 phillip DBS 14.8 16.98 Buy PB1.4x
03/09/11 phillip DBS 14.54 16.98 Buy PB1.4x

Datapulse - Being an OEM manufacturer is not good enough!

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

03/09/11 Lim & Tan Datapulse 0.205 0 Neutral
03/23/11 Lim & Tan Datapulse 0.21 0 Neutral

Dairy Farm - Citigroup upgraded its call on this stock.

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

03/08/11 Citigroup Dairy Farm 8.21 7.5 Sell
03/11/11 Citigroup Dairy Farm 8.07 7.5 Hold

Wednesday, March 30, 2011

CWT - Analysts love this logistics company.

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

02/17/11 CIMB CWT 1.24 1.72 Outperform PER19x
02/25/11 CIMB CWT 1.2 1.72 Outperform PER19x

01/21/11 DMG & Partners CWT 1.16 1.45 Buy PER20.8x
02/25/11 DMG & Partners CWT 1.2 1.45 Buy PER20.8x

01/27/11 Kim Eng CWT 1.18 1.7 Buy Sum of parts
02/25/11 Kim Eng CWT 1.2 1.7 Buy

CSE Global - Mixed calls from analysts.

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

02/22/11 CIMB CSE Global 1.3 1.59 Outperform PER10x

02/22/11 DBS Vickers CSE Global 1.3 1.44 Hold PER12x

CSC - Buy call from DMG.

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

01/31/11 DMG & Partners CSC 0.16 0.235 Buy
02/02/11 DMG & Partners CSC 0.155 0.225 Buy PER12x
02/17/11 DMG & Partners CSC 0.15 0.225 Buy
03/10/11 DMG & Partners CSC 0.14 0.225 Buy

Tuesday, March 29, 2011

Creative Technology - Sell call by Lim & Tan due to declining revenue & profit.

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

01/27/11 Lim & Tan Creative Tech 4.03 0 Sell Declining revenue, profit & NAV

Cosco - CIMB was panicky about this ship builder.

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

02/16/11 CIMB Cosco 2.09 2.63 Outperform PER18x
02/23/11 CIMB Cosco 2.02 2.85 Outperform PER18x
03/01/11 CIMB Cosco 1.96 2.85 Outperform PER18x
03/02/11 CIMB Cosco 2.04 2.85 Outperform PER18x
03/10/11 CIMB Cosco 2 2.85 Outperform PER18x
03/16/11 CIMB Cosco 1.84 1.74 Trading Sell PER11x
03/28/11 CIMB Cosco 2.01 2.38 Neutral PER15x

01/19/11 DBS Vickers Cosco 2.33 3.03 Buy Sum of parts (PB5x & PER)
02/22/11 DBS Vickers Cosco 2.11 3.03 Buy
02/23/11 DBS Vickers Cosco 2.02 3.16 Buy Sum of parts
03/10/11 DBS Vickers Cosco 2 3.16 Buy Sum of parts
03/16/11 DBS Vickers Cosco 1.84 3.16 Buy Sum of parts
03/21/11 DBS Vickers Cosco 1.81 3.16 Buy
03/28/11 DBS Vickers Cosco 2.01 3.16 Buy Sum of parts

02/16/11 Kim Eng Cosco 2.09 2.43 Buy
02/23/11 Kim Eng Cosco 2.02 2.43 Buy PB4.8x
03/28/11 Kim Eng Cosco 2.01 2.43 Buy

01/13/11 Lim & Tan Cosco 2.01 0 Buy
03/28/11 Lim & Tan Cosco 2.01 0 Buy

01/21/11 phillip Cosco 2.33 2.68 Buy PB3.8x & PER20x
02/23/11 phillip Cosco 2.02 2.68 Buy PER20x

03/01/11 UOB Kay Hian Cosco 1.96 2.3 Buy
03/28/11 UOB Kay Hian Cosco 2.01 2.5 Buy

ConscienceFood - Downgraded heavily by DBS Vickers.

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

12/09/10 DBS Vickers ConscienceFood 0.225 0.38 Buy PER7x
01/19/11 DBS Vickers ConscienceFood 0.315 0.39 Buy PER7x
02/22/11 DBS Vickers ConscienceFood 0.27 0.39 Buy
02/28/11 DBS Vickers ConscienceFood 0.255 0.26 Hold PER7x

01/28/11 DMG & Partners ConscienceFood 0.285 0.39 Buy PER7x
01/31/11 DMG & Partners ConscienceFood 0.285 0.39 Buy PER7x
03/02/11 DMG & Partners ConscienceFood 0.245 0.39 Buy PER7x

Monday, March 28, 2011

Baltic Dry Index (BDI) - 1585

Quote:

The index rose by 0.13 per cent or two points to 1,585 points on Friday.

End Quote.

Comfortdelgro - Buy calls from all analysts.

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

04/21/10 AmFraser Comfortdelgro 1.59 1.9 Buy
05/18/10 AmFraser Comfortdelgro 1.5 1.89 Buy
08/16/10 AmFraser Comfortdelgro 1.57 1.89 Buy

01/10/11 BNP Paribas Comfortdelgro 1.59 1.98 Buy

04/21/10 CIMB Comfortdelgro 1.59 1.73 Underperform DCF
05/17/10 CIMB Comfortdelgro 1.49 1.73 Underperform DCF (10% discount)
05/18/10 CIMB Comfortdelgro 1.49 1.73 Underperform
08/16/10 CIMB Comfortdelgro 1.55 1.83 Outperform DCF
10/01/10 CIMB Comfortdelgro 1.52 1.9 Outperform DCF
11/15/10 CIMB Comfortdelgro 1.46 1.9 Outperform DCF
01/14/11 CIMB Comfortdelgro 1.63 1.9 Outperform DCF
02/15/11 CIMB Comfortdelgro 1.56 1.87 Outperform DCF

02/11/11 Credit Suisse Comfortdelgro 1.56 1.9 Outperform

05/17/10 DBS Vickers Comfortdelgro 1.49 1.64 Hold DCF, PER15x
08/17/10 DBS Vickers Comfortdelgro 1.55 1.65 Hold
11/15/10 DBS Vickers Comfortdelgro 1.46 1.79 Buy DCF & PER15x
02/22/11 DBS Vickers Comfortdelgro 1.55 1.95 Buy
03/11/11 DBS Vickers Comfortdelgro 1.55 1.86 Buy DCF & PER

04/01/10 DMG & Partners Comfortdelgro 1.57 1.78 Buy
05/03/10 DMG & Partners Comfortdelgro 1.57 1.78 Buy PER13x
05/14/10 DMG & Partners Comfortdelgro 1.49 1.78 Buy DCF
05/17/10 DMG & Partners Comfortdelgro 1.49 1.78 Buy DCF
06/01/10 DMG & Partners Comfortdelgro 1.45 1.78 Buy
06/21/10 DMG & Partners Comfortdelgro 1.45 1.78 Buy
08/02/10 DMG & Partners Comfortdelgro 1.6 1.78 Buy
08/16/10 DMG & Partners Comfortdelgro 1.55 1.78 Buy DCF
08/17/10 DMG & Partners Comfortdelgro 1.55 1.78 Buy
09/03/10 DMG & Partners Comfortdelgro 1.53 1.78 Buy
10/21/10 DMG & Partners Comfortdelgro 1.49 1.74 Buy
10/22/10 DMG & Partners Comfortdelgro 1.5 1.74 Buy
11/15/10 DMG & Partners Comfortdelgro 1.46 1.85 Buy DCF
01/05/11 DMG & Partners Comfortdelgro 1.54 1.85 Buy
01/12/11 DMG & Partners Comfortdelgro 1.62 1.85 Buy
01/13/11 DMG & Partners Comfortdelgro 1.63 1.85 Buy
01/18/11 DMG & Partners Comfortdelgro 1.63 1.85 Buy PER14x
01/19/11 DMG & Partners Comfortdelgro 1.63 1.85 Buy
01/25/11 DMG & Partners Comfortdelgro 1.62 1.87 Buy DCF
02/15/11 DMG & Partners Comfortdelgro 1.56 1.8 Buy DCF
02/25/11 DMG & Partners Comfortdelgro 1.52 1.8 Buy
03/09/11 DMG & Partners Comfortdelgro 1.54 1.8 Buy

01/25/11 JP Morgan Comfortdelgro 1.62 2 Overweight

04/21/10 Kim Eng Comfortdelgro 1.59 1.72 Hold
05/17/10 Kim Eng Comfortdelgro 1.49 1.87 Buy PER17x
07/19/10 Kim Eng Comfortdelgro 1.51 1.87 Buy PER17x
08/16/10 Kim Eng Comfortdelgro 1.55 1.87 Buy PER17x
11/15/10 Kim Eng Comfortdelgro 1.46 1.87 Buy PER17x
12/17/10 Kim Eng Comfortdelgro 1.55 2.08 Buy PER17x
01/25/11 Kim Eng Comfortdelgro 1.62 2.08 Buy
02/15/11 Kim Eng Comfortdelgro 1.56 1.95 Buy PER17x

12/10/10 Macquarie Comfortdelgro 1.54 2 Outperform

05/17/10 phillip Comfortdelgro 1.49 1.73 Buy DCF
06/04/10 phillip Comfortdelgro 1.41 1.73 Buy
08/12/10 phillip Comfortdelgro 1.58 1.73 Hold
08/16/10 phillip Comfortdelgro 1.55 1.75 Buy
11/15/10 phillip Comfortdelgro 1.46 1.75 Buy
02/15/11 phillip Comfortdelgro 1.56 1.81 Buy PER17.3x
03/24/11 phillip Comfortdelgro 1.51 2.01 Buy DCF & PER17x

Combine Will - Buy call from Phillip.

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

02/22/11 phillip Combine Will 0.315 0.5 Buy PER8.76x

CitySpring - Hold call by DBS Vickers.

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

02/15/11 DBS Vickers CitySpring 0.57 0.58 Hold DDM