Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/17/11 CIMB F & N 5.42 6.84 Outperform Sum of parts (10% discount)
02/08/11 DBS Vickers F & N 6.06 7 Buy
02/11/11 DBS Vickers F & N 6.06 7 Buy RNAV (5% discount)
02/16/11 DBS Vickers F & N 6 7 Buy RNAV
03/09/11 DBS Vickers F & N 5.85 7 Buy
03/21/11 DBS Vickers F & N 5.36 7 Buy
02/11/11 DMG & Partners F & N 6.06 6.33 Neutral
02/17/11 DMG & Partners F & N 6 6.33 Neutral RNAV
02/14/11 HSBC F & N 6.02 6.77 Overweight
02/11/11 Kim Eng F & N 6.06 8.94 Buy Sum of parts
03/09/11 Kim Eng F & N 5.85 8.54 Buy Sum of parts
02/08/11 Lim & Tan F & N 6.06 0 Buy
Sunday, April 3, 2011
Ezra - DnB Nor hated this marine stock to the core.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/02/11 CIMB Ezra 1.62 3 Outperform Sum of parts
03/04/11 CIMB Ezra 1.68 3 Outperform Sum of parts
03/02/11 DMG & Partners Ezra 1.62 2.4 Buy PER15x
03/10/11 DnB Nor Ezra 1.78 1.45 Sell
03/02/11 OCBC Ezra 1.62 2.2 Buy
03/02/11 OCBC Ezra 1.62 2.2 Buy
03/04/11 OCBC Ezra 1.68 2.2 Buy
03/15/11 OCBC Ezra 1.71 2.2 Buy
03/31/11 UOB Kay Hian Ezra 1.76 2.1 Buy
03/02/11 CIMB Ezra 1.62 3 Outperform Sum of parts
03/04/11 CIMB Ezra 1.68 3 Outperform Sum of parts
03/02/11 DMG & Partners Ezra 1.62 2.4 Buy PER15x
03/10/11 DnB Nor Ezra 1.78 1.45 Sell
03/02/11 OCBC Ezra 1.62 2.2 Buy
03/02/11 OCBC Ezra 1.62 2.2 Buy
03/04/11 OCBC Ezra 1.68 2.2 Buy
03/15/11 OCBC Ezra 1.71 2.2 Buy
03/31/11 UOB Kay Hian Ezra 1.76 2.1 Buy
Ezion - Buy calls from all analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/25/11 CIMB Ezion 0.625 1.31 Outperform PER12x
03/15/11 CIMB Ezion 0.65 1.03 Outperform PER11x
02/25/11 DBS Vickers Ezion 0.625 0.92 Buy PER12x
03/28/11 DBS Vickers Ezion 0.665 0.92 Buy
02/25/11 DMG & Partners Ezion 0.625 0.92 Buy PER12x
03/10/11 DnB Nor Ezion 0.67 0.9 Buy DCF
02/25/11 Kim Eng Ezion 0.625 0.99 Buy PEG 0.5x, PER12.5x
02/24/11 OCBC Ezion 0.625 0.82 Under Review
02/25/11 OCBC Ezion 0.625 0.84 Buy PER11x
03/04/11 OCBC Ezion 0.65 0.84 Buy
03/15/11 OCBC Ezion 0.65 0.84 Buy
03/31/11 OCBC Ezion 0.665 0.79 Buy
03/31/11 UOB Kay Hian Ezion 0.665 0.9 Buy
02/25/11 CIMB Ezion 0.625 1.31 Outperform PER12x
03/15/11 CIMB Ezion 0.65 1.03 Outperform PER11x
02/25/11 DBS Vickers Ezion 0.625 0.92 Buy PER12x
03/28/11 DBS Vickers Ezion 0.665 0.92 Buy
02/25/11 DMG & Partners Ezion 0.625 0.92 Buy PER12x
03/10/11 DnB Nor Ezion 0.67 0.9 Buy DCF
02/25/11 Kim Eng Ezion 0.625 0.99 Buy PEG 0.5x, PER12.5x
02/24/11 OCBC Ezion 0.625 0.82 Under Review
02/25/11 OCBC Ezion 0.625 0.84 Buy PER11x
03/04/11 OCBC Ezion 0.65 0.84 Buy
03/15/11 OCBC Ezion 0.65 0.84 Buy
03/31/11 OCBC Ezion 0.665 0.79 Buy
03/31/11 UOB Kay Hian Ezion 0.665 0.9 Buy
Saturday, April 2, 2011
Baltic Dry Index (BDI) - 1520
Quote:
The index fell 0.65 per cent or 10 points to 1,520 points.
End Quote.
The index fell 0.65 per cent or 10 points to 1,520 points.
End Quote.
Etika - Hold call by NRA.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/24/11 NRA Etika 0.36 0.355 Hold PER15.4x
02/24/11 NRA Etika 0.36 0.355 Hold PER15.4x
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
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
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.
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
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
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
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.
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
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
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
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
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
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
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
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
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
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