Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/16/11 DBS Vickers Guocoland 2.45 2.08 Hold
Sunday, April 10, 2011
Saturday, April 9, 2011
Goodpack - Mixed calls from analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/15/11 CIMB Goodpack 2.21 2.19 Underperform PER19x
03/11/11 CIMB Goodpack 1.96 2.19 Neutral PER19x
03/15/11 DBS Vickers Goodpack 1.86 2.25 Buy DCF & PER14.7x
03/21/11 DBS Vickers Goodpack 1.74 2.25 Buy
02/15/11 DMG & Partners Goodpack 2.21 2.12 Neutral DCF
03/21/11 DMG & Partners Goodpack 1.74 2 Buy
03/22/11 DMG & Partners Goodpack 1.74 2 Buy DCF
02/16/11 IIFL Goodpack 2.25 2.28 Reduce
02/15/11 Kim Eng Goodpack 2.21 2.48 Buy PER25x
03/21/11 Kim Eng Goodpack 1.74 2.42 Buy PER25x
02/15/11 OCBC Goodpack 2.21 2.28 Under Review
02/15/11 CIMB Goodpack 2.21 2.19 Underperform PER19x
03/11/11 CIMB Goodpack 1.96 2.19 Neutral PER19x
03/15/11 DBS Vickers Goodpack 1.86 2.25 Buy DCF & PER14.7x
03/21/11 DBS Vickers Goodpack 1.74 2.25 Buy
02/15/11 DMG & Partners Goodpack 2.21 2.12 Neutral DCF
03/21/11 DMG & Partners Goodpack 1.74 2 Buy
03/22/11 DMG & Partners Goodpack 1.74 2 Buy DCF
02/16/11 IIFL Goodpack 2.25 2.28 Reduce
02/15/11 Kim Eng Goodpack 2.21 2.48 Buy PER25x
03/21/11 Kim Eng Goodpack 1.74 2.42 Buy PER25x
02/15/11 OCBC Goodpack 2.21 2.28 Under Review
Golden Agri - 4 buy call, 1 hold call & 1 sell call.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/28/11 CIMB Golden Agri 0.72 0.88 Trading Buy
03/01/11 CIMB Golden Agri 0.65 0.85 Outperform PER16x
03/04/11 CLSA Golden Agri 0.7 0.87 Buy
03/07/11 CLSA Golden Agri 0.7 0.87 Buy
03/01/11 DMG & Partners Golden Agri 0.65 0.83 Buy
03/31/11 DMG & Partners Golden Agri 0.695 0.83 Buy
02/08/11 OCBC Golden Agri 0.72 0.91 Buy
03/01/11 OCBC Golden Agri 0.65 0.88 Buy PER17x
03/21/11 OCBC Golden Agri 0.64 0.88 Buy PER17x
02/11/11 phillip Golden Agri 0.715 0.74 Hold
03/01/11 phillip Golden Agri 0.65 0.74 Hold DCF
03/01/11 UOB Kay Hian Golden Agri 0.695 0.73 Hold
04/04/11 UOB Kay Hian Golden Agri 0.705 0.62 Sell
01/28/11 CIMB Golden Agri 0.72 0.88 Trading Buy
03/01/11 CIMB Golden Agri 0.65 0.85 Outperform PER16x
03/04/11 CLSA Golden Agri 0.7 0.87 Buy
03/07/11 CLSA Golden Agri 0.7 0.87 Buy
03/01/11 DMG & Partners Golden Agri 0.65 0.83 Buy
03/31/11 DMG & Partners Golden Agri 0.695 0.83 Buy
02/08/11 OCBC Golden Agri 0.72 0.91 Buy
03/01/11 OCBC Golden Agri 0.65 0.88 Buy PER17x
03/21/11 OCBC Golden Agri 0.64 0.88 Buy PER17x
02/11/11 phillip Golden Agri 0.715 0.74 Hold
03/01/11 phillip Golden Agri 0.65 0.74 Hold DCF
03/01/11 UOB Kay Hian Golden Agri 0.695 0.73 Hold
04/04/11 UOB Kay Hian Golden Agri 0.705 0.62 Sell
GMG - BofA loves rubber plantation.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/26/11 BofA GMG 0.285 0.5 Buy PER15.5x
01/26/11 BofA GMG 0.285 0.5 Buy PER15.5x
Friday, April 8, 2011
Global Palm Resources - OCBC doesn't like this stock that it has downgraded its target price.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/26/11 OCBC Global Palm Resources 0.355 0.4 Hold PER18x
03/04/11 OCBC Global Palm Resources 0.345 0.365 Hold PER18x
01/26/11 OCBC Global Palm Resources 0.355 0.4 Hold PER18x
03/04/11 OCBC Global Palm Resources 0.345 0.365 Hold PER18x
Global Logistics - Buy calls from analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/15/11 DBS Vickers Global Logistics 1.96 2.76 Buy Sum of parts
03/16/11 DBS Vickers Global Logistics 1.88 2.76 Buy
02/14/11 JP Morgan Global Logistics 1.93 0 Overweight
02/15/11 DBS Vickers Global Logistics 1.96 2.76 Buy Sum of parts
03/16/11 DBS Vickers Global Logistics 1.88 2.76 Buy
02/14/11 JP Morgan Global Logistics 1.93 0 Overweight
Genting HK - 3 buy calls & 2 sell calls.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
04/07/11 CIMB Genting Hong Kong 0.42 0.48 Outperform Sum of parts
03/25/11 Credit Suisse Genting Hong Kong 0.42 0.37 Sell PER22.2x, EV/Ebitda 10.9x
03/14/11 Kim Eng Genting Hong Kong 0.395 0.54 Buy Sum of parts
03/25/11 Kim Eng Genting Hong Kong 0.42 0.54 Buy Sum of parts
01/24/11 Macquarie Genting Hong Kong 0.47 0.6 Outperform
03/28/11 UOB Kay Hian Genting Hong Kong 0.42 0.37 Sell
04/07/11 CIMB Genting Hong Kong 0.42 0.48 Outperform Sum of parts
03/25/11 Credit Suisse Genting Hong Kong 0.42 0.37 Sell PER22.2x, EV/Ebitda 10.9x
03/14/11 Kim Eng Genting Hong Kong 0.395 0.54 Buy Sum of parts
03/25/11 Kim Eng Genting Hong Kong 0.42 0.54 Buy Sum of parts
01/24/11 Macquarie Genting Hong Kong 0.47 0.6 Outperform
03/28/11 UOB Kay Hian Genting Hong Kong 0.42 0.37 Sell
Thursday, April 7, 2011
Genting - 9 buy calls & 3 hold calls.
01/24/11 CIMB Genting 2.15 2.7 Outperform Sum of parts
01/25/11 CIMB Genting 2.12 2.7 Outperform Sum of parts
01/28/11 CIMB Genting 2.06 2.7 Outperform
02/09/11 CIMB Genting 2.09 2.7 Outperform Sum of parts
02/23/11 CIMB Genting 1.98 2.7 Outperform Sum of parts
02/07/11 Citigroup Genting 2.13 2.6 Buy
01/28/11 Credit Suisse Genting 2.04 0 Outperform
02/11/11 Credit Suisse Genting 2.03 2.65 Outperform
03/30/11 DBS Vickers Genting 2 2.7 Buy Sum of parts
02/23/11 DMG & Partners Genting 1.98 2.51 Buy
01/28/11 HSBC Genting 2.06 1.95 Underweight EV/Ebitda
02/24/11 HSBC Genting 1.98 2.16 Neutral
02/23/11 JP Morgan Genting 1.98 2.15 Neutral
02/22/11 Lim & Tan Genting 2 0 Buy
02/21/11 OCBC Genting 2.01 2.53 Buy
02/23/11 OCBC Genting 1.98 2.53 Buy DCF
03/31/11 OCBC Genting 2.07 2.53 Buy DCF
02/22/11 phillip Genting 1.99 2.36 Buy
02/07/11 UBS Genting 2.13 2.39 Neutral
03/23/11 UBS Genting 1.93 2.3 Buy EV/Ebitda 15x
02/23/11 UOB Kay Hian Genting 1.98 1.94 Hold
01/25/11 CIMB Genting 2.12 2.7 Outperform Sum of parts
01/28/11 CIMB Genting 2.06 2.7 Outperform
02/09/11 CIMB Genting 2.09 2.7 Outperform Sum of parts
02/23/11 CIMB Genting 1.98 2.7 Outperform Sum of parts
02/07/11 Citigroup Genting 2.13 2.6 Buy
01/28/11 Credit Suisse Genting 2.04 0 Outperform
02/11/11 Credit Suisse Genting 2.03 2.65 Outperform
03/30/11 DBS Vickers Genting 2 2.7 Buy Sum of parts
02/23/11 DMG & Partners Genting 1.98 2.51 Buy
01/28/11 HSBC Genting 2.06 1.95 Underweight EV/Ebitda
02/24/11 HSBC Genting 1.98 2.16 Neutral
02/23/11 JP Morgan Genting 1.98 2.15 Neutral
02/22/11 Lim & Tan Genting 2 0 Buy
02/21/11 OCBC Genting 2.01 2.53 Buy
02/23/11 OCBC Genting 1.98 2.53 Buy DCF
03/31/11 OCBC Genting 2.07 2.53 Buy DCF
02/22/11 phillip Genting 1.99 2.36 Buy
02/07/11 UBS Genting 2.13 2.39 Neutral
03/23/11 UBS Genting 1.93 2.3 Buy EV/Ebitda 15x
02/23/11 UOB Kay Hian Genting 1.98 1.94 Hold
Gallant Venture - Buy calls from analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
04/06/11 DBS Vickers Gallant Venture 0.43 0.88 Buy Sum of parts
01/27/11 Kim Eng Gallant Venture 0.42 0.75 Buy Sum of parts
02/15/11 Kim Eng Gallant Venture 0.39 0.75 Buy Sum of parts
04/06/11 DBS Vickers Gallant Venture 0.43 0.88 Buy Sum of parts
01/27/11 Kim Eng Gallant Venture 0.42 0.75 Buy Sum of parts
02/15/11 Kim Eng Gallant Venture 0.39 0.75 Buy Sum of parts
Fuxing China - Buy calls from analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/03/11 NRA Fuxing China 0.165 0.28 Overweight PER11x
03/02/11 DMG & Partners Fuxing China 0.17 0.255 Buy PER9x
02/03/11 NRA Fuxing China 0.165 0.28 Overweight PER11x
03/02/11 DMG & Partners Fuxing China 0.17 0.255 Buy PER9x
Wednesday, April 6, 2011
Frasers Commercial Trust (FCOT) - How is this trust faring after shares consolidation?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/09/11 DBS Vickers Frasers Commercial Trust 0.82 1.05 Buy
01/28/11 OCBC Frasers Commercial Trust 0.17 0.18 Buy RNAV (40% discount), Div Yield 7.26%
02/10/11 OCBC Frasers Commercial Trust 0.86 0.9 Buy
02/11/11 OCBC Frasers Commercial Trust 0.85 0.92 Buy RNAV (40% discount)
03/03/11 OCBC Frasers Commercial Trust 0.805 0.92 Buy
03/15/11 OCBC Frasers Commercial Trust 0.79 0.92 Buy Under Review
03/25/11 OCBC Frasers Commercial Trust 0.785 0.92 Buy
01/31/11 phillip Frasers Commercial Trust 0.17 0.18 Hold
03/09/11 DBS Vickers Frasers Commercial Trust 0.82 1.05 Buy
01/28/11 OCBC Frasers Commercial Trust 0.17 0.18 Buy RNAV (40% discount), Div Yield 7.26%
02/10/11 OCBC Frasers Commercial Trust 0.86 0.9 Buy
02/11/11 OCBC Frasers Commercial Trust 0.85 0.92 Buy RNAV (40% discount)
03/03/11 OCBC Frasers Commercial Trust 0.805 0.92 Buy
03/15/11 OCBC Frasers Commercial Trust 0.79 0.92 Buy Under Review
03/25/11 OCBC Frasers Commercial Trust 0.785 0.92 Buy
01/31/11 phillip Frasers Commercial Trust 0.17 0.18 Hold
Frasers Centrepoint Trust (FCT) - OCBC put a hold on this stock while others put a buy.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/25/11 CIMB Frasers Centrepoint Trust 1.52 1.86 Outperform DDM
03/23/11 CIMB Frasers Centrepoint Trust 1.45 1.86 Outperform DDM
01/25/11 DBS Vickers Frasers Centrepoint Trust 1.52 1.73 Buy
03/09/11 DBS Vickers Frasers Centrepoint Trust 1.51 1.73 Buy
03/23/11 DBS Vickers Frasers Centrepoint Trust 1.45 1.73 Buy
01/25/11 DMG & Partners Frasers Centrepoint Trust 1.52 1.73 Buy DDM
01/25/11 OCBC Frasers Centrepoint Trust 1.52 1.58 Hold
03/25/11 OCBC Frasers Centrepoint Trust 1.46 1.58 Hold
01/25/11 CIMB Frasers Centrepoint Trust 1.52 1.86 Outperform DDM
03/23/11 CIMB Frasers Centrepoint Trust 1.45 1.86 Outperform DDM
01/25/11 DBS Vickers Frasers Centrepoint Trust 1.52 1.73 Buy
03/09/11 DBS Vickers Frasers Centrepoint Trust 1.51 1.73 Buy
03/23/11 DBS Vickers Frasers Centrepoint Trust 1.45 1.73 Buy
01/25/11 DMG & Partners Frasers Centrepoint Trust 1.52 1.73 Buy DDM
01/25/11 OCBC Frasers Centrepoint Trust 1.52 1.58 Hold
03/25/11 OCBC Frasers Centrepoint Trust 1.46 1.58 Hold
Fortune Reit - Not a fortune afterall.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/15/11 Goldman Sachs Fortune Reit 3.95 4.6 Neutral
03/15/11 Goldman Sachs Fortune Reit 3.95 4.6 Neutral
Tuesday, April 5, 2011
Foreland Fabritech - Buy call from NRA.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/02/11 NRA Foreland Fabritech 0.13 0.185 Buy PER7x
03/02/11 NRA Foreland Fabritech 0.13 0.185 Buy PER7x
FJ Benjamin - Mixed calls from analysts.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/10/11 DMG & Partners FJ Benjamin 0.405 0.52 Buy
02/10/11 Kim Eng FJ Benjamin 0.405 0.62 Buy DCF
02/22/11 UOB Kay Hian FJ Benjamin 0.385 0.425 Hold
02/10/11 DMG & Partners FJ Benjamin 0.405 0.52 Buy
02/10/11 Kim Eng FJ Benjamin 0.405 0.62 Buy DCF
02/22/11 UOB Kay Hian FJ Benjamin 0.385 0.425 Hold
First Ship Lease Trust - Target price was downgraded by DBS Vickers.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/21/11 DBS Vickers First Ship Lease Trust 0.47 0.45 Hold
01/21/11 DBS Vickers First Ship Lease Trust 0.47 0.45 Hold
Monday, April 4, 2011
First Resources - Phillip doesn't like this resources stock.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/21/11 DBS Vickers First Resources 1.45 1.55 Hold DCF
03/02/11 DBS Vickers First Resources 1.34 1.65 Buy DCF
01/25/11 DMG & Partners First Resources 1.41 2.05 Buy
03/04/11 DMG & Partners First Resources 1.32 1.77 Buy PER15x
01/21/11 phillip First Resources 1.45 1.53 Hold DCF
03/03/11 phillip First Resources 1.32 1.47 Hold DCF
04/04/11 UOB Kay Hian First Resources 1.36 1.6 Buy
01/21/11 DBS Vickers First Resources 1.45 1.55 Hold DCF
03/02/11 DBS Vickers First Resources 1.34 1.65 Buy DCF
01/25/11 DMG & Partners First Resources 1.41 2.05 Buy
03/04/11 DMG & Partners First Resources 1.32 1.77 Buy PER15x
01/21/11 phillip First Resources 1.45 1.53 Hold DCF
03/03/11 phillip First Resources 1.32 1.47 Hold DCF
04/04/11 UOB Kay Hian First Resources 1.36 1.6 Buy
First Reit - Target price was downgraded by OCBC but retained buy call.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/24/11 OCBC First Reit 0.76 0.84 Buy
01/25/11 OCBC First Reit 0.765 0.82 Buy RNAV
02/18/11 OCBC First Reit 0.74 0.82 Buy Div Yield 8.6%
02/25/11 OCBC First Reit 0.725 0.82 Under Review
02/28/11 OCBC First Reit 0.73 0.8 Buy RNAV, Div Yield 8.5%
03/10/11 OCBC First Reit 0.74 0.8 Buy
01/24/11 OCBC First Reit 0.76 0.84 Buy
01/25/11 OCBC First Reit 0.765 0.82 Buy RNAV
02/18/11 OCBC First Reit 0.74 0.82 Buy Div Yield 8.6%
02/25/11 OCBC First Reit 0.725 0.82 Under Review
02/28/11 OCBC First Reit 0.73 0.8 Buy RNAV, Div Yield 8.5%
03/10/11 OCBC First Reit 0.74 0.8 Buy
Falcon Energy - Downgraded by Kim Eng.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/28/11 Kim Eng Falcon Energy 0.375 0.41 Hold PER10x
02/28/11 Kim Eng Falcon Energy 0.375 0.41 Hold PER10x
Sunday, April 3, 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 1/4/2011 show that US, HK and SG markets have fund outflows except JP which has fund inflows. SG market is in a precarious position as a recent business times article reported that trading volume was very low for SG and speculated that people bet in casino instead of in the stock market. With lesser funds flowing into SG market, STI has a high chance of falling.
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