Date | Analyst | Company | Last | Target | Call | Valuation |
01/03/17 | DMG & Partners | First Resources | 1.9 | 1.8 | Neutral | |
01/11/17 | CIMB | First Resources | 1.915 | 2.32 | Add | |
01/11/17 | DBS Vickers | First Resources | 1.915 | 1.9 | Hold | |
01/11/17 | Kim Eng | First Resources | 1.915 | 1.97 | Hold | |
01/31/17 | UOB Kay Hian | First Resources | 1.955 | 1.98 | Buy | |
02/01/17 | Kim Eng | First Resources | 1.93 | 1.97 | Hold | |
02/03/17 | UOB Kay Hian | First Resources | 1.935 | 2.15 | Buy | PER17x FY17 |
02/06/17 | DMG & Partners | First Resources | 1.965 | 2 | Hold | PER19x FY17 |
02/13/17 | DBS Vickers | First Resources | 1.97 | 1.9 | Hold | |
02/17/17 | DBS Vickers | First Resources | 1.96 | 2.19 | Buy | |
02/28/17 | CIMB | First Resources | 1.87 | 2.32 | Add | PER13x FY18 |
03/01/17 | DBS Vickers | First Resources | 1.885 | 2.15 | Buy | DCF |
03/01/17 | Kim Eng | First Resources | 1.885 | 1.97 | Hold | PER17x FY17 |
03/01/17 | UOB Kay Hian | First Resources | 1.885 | 2.15 | Buy | PER17x FY17 |
03/09/17 | DMG & Partners | First Resources | 1.94 | 1.9 | Neutral | |
04/11/17 | DMG & Partners | First Resources | 1.915 | 1.8 | Neutral | |
05/02/17 | UOB Kay Hian | First Resources | 1.875 | 2.15 | Buy | PER17x FY17 |
05/12/17 | CIMB | First Resources | 1.96 | 2.32 | Add | PER13x FY18 |
05/12/17 | Kim Eng | First Resources | 1.96 | 1.97 | Hold | PER17x FY17 |
05/15/17 | DMG & Partners | First Resources | 1.955 | 2.05 | Neutral | PER17x FY17 |
05/16/17 | DBS Vickers | First Resources | 2 | 2.15 | Buy | DCF |
06/29/17 | UOB Kay Hian | First Resources | 1.915 | 1.95 | Hold | |
07/11/17 | DBS Vickers | First Resources | 1.89 | 2.15 | Buy | |
07/20/17 | UOB Kay Hian | First Resources | 1.885 | 1.95 | Hold | PER16x FY18, Buy @ $1.75 |
08/14/17 | Kim Eng | First Resources | 1.84 | 1.97 | Hold | PER17x FY17 |
08/14/17 | DMG & Partners | First Resources | 1.84 | 2.05 | Neutral | PER17x FY17 |
08/15/17 | CIMB | First Resources | 1.84 | 2.32 | Add | PER13x FY18 |
08/15/17 | DBS Vickers | First Resources | 1.84 | 2.13 | Buy | DCF |
08/21/17 | UOB Kay Hian | First Resources | 1.8 | 1.95 | Hold | |
08/28/17 | DIR | First Resources | 1.905 | 2.11 | Outperform | PER13x FY17/18 |
09/11/17 | Kim Eng | First Resources | 1.88 | 1.97 | Hold | |
09/13/17 | DBS Vickers | First Resources | 1.885 | 2.13 | Buy | |
10/09/17 | UOB Kay Hian | First Resources | 1.925 | 1.95 | Hold | PER16x FY18, Buy @ $1.75 |
10/11/17 | Kim Eng | First Resources | 1.93 | 2.04 | Hold | PER17x FY17 |
10/11/17 | CIMB | First Resources | 1.93 | 2.32 | Add | |
11/02/17 | Credit Suisse | First Resources | 1.98 | 2.3 | Neutral | PER16x FY18 |
11/03/17 | CIMB | First Resources | 1.96 | 2.32 | Add | |
11/13/17 | Kim Eng | First Resources | 1.94 | 2.04 | Hold | PER17x FY17 |
11/13/17 | DBS Vickers | First Resources | 1.94 | 2.13 | Buy | |
11/14/17 | Kim Eng | First Resources | 1.95 | 2.04 | Hold | PER17x FY17 |
11/14/17 | DMG & Partners | First Resources | 1.95 | 2.13 | Neutral | PER13x FY18 |
11/14/17 | CIMB | First Resources | 1.95 | 2.13 | Add | PER13x FY19 |
11/15/17 | DBS Vickers | First Resources | 1.93 | 2.18 | Buy | DCF, PER14.5x FY18 |
11/15/17 | UOB Kay Hian | First Resources | 1.93 | 1.95 | Hold | PER16x FY18, Buy @ $1.75 |
11/15/17 | Credit Suisse | First Resources | 1.93 | 2.3 | Neutral | |
12/04/17 | CIMB | First Resources | 1.88 | 2.13 | Add | |
12/13/17 | Kim Eng | First Resources | 1.88 | 2.04 | Hold | |
12/13/17 | DMG & Partners | First Resources | 1.88 | 2.03 | Neutral | PER12x FY18 |
01/04/18 | CIMB | First Resources | 1.88 | 2.13 | Add | |
01/15/18 | DBS Vickers | First Resources | 1.87 | 2.18 | Buy | |
02/08/18 | UOB Kay Hian | First Resources | 1.84 | 1.95 | Hold | PER16x FY18x, Buy @ $1.75 |
02/13/18 | Kim Eng | First Resources | 1.75 | 2.04 | Hold | |
02/27/18 | Kim Eng | First Resources | 1.76 | 2.2 | Buy | PER17x FY18 |
02/27/18 | DMG & Partners | First Resources | 1.76 | 1.75 | Neutral | PER12x FY18 |
02/28/18 | DBS Vickers | First Resources | 1.79 | 2.18 | Buy | DCF, PER15.8x FY18 |
02/28/18 | CIMB | First Resources | 1.79 | 2.03 | Add | PER15x CY19 |
02/28/18 | Credit Suisse | First Resources | 1.79 | 2.3 | Neutral | |
03/05/18 | Kim Eng | First Resources | 1.76 | 2.2 | Buy | |
03/07/18 | UOB Kay Hian | First Resources | 1.76 | 1.95 | Hold | PER16x FY18 |
03/14/18 | DBS Vickers | First Resources | 1.75 | 2.18 | Buy | |
04/03/18 | DBS Vickers | First Resources | 1.68 | 2.18 | Buy | |
05/07/18 | UOB Kay Hian | First Resources | 1.69 | 1.6 | Hold | PER13x FY18, Buy @ $1.40 |
05/15/18 | CIMB | First Resources | 1.61 | 2.03 | Add | PER15x CY19 |
05/15/18 | DMG & Partners | First Resources | 1.61 | 1.75 | Neutral | PER12x FY18 |
05/16/18 | DMG & Partners | First Resources | 1.56 | 1.6 | Neutral | PER12x FY18 |
05/16/18 | DBS Vickers | First Resources | 1.56 | 2.18 | Buy |
Wednesday, May 16, 2018
First Resources - Stock calls
First Reit - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/19/17 | CIMB | First Reit | 1.305 | 1.26 | Hold | |
01/19/17 | OCBC | First Reit | 1.305 | 1.32 | Hold | |
01/19/17 | phillip | First Reit | 1.305 | 1.32 | Accumulate | DDM |
03/16/17 | OCBC | First Reit | 1.285 | 1.32 | Hold | |
04/18/17 | CIMB | First Reit | 1.345 | 1.36 | Hold | DDM |
04/18/17 | OCBC | First Reit | 1.345 | 1.32 | Hold | Buy @ $1.25 or lower |
04/18/17 | phillip | First Reit | 1.345 | 1.32 | Hold | DDM |
05/25/17 | OCBC | First Reit | 1.31 | 1.32 | Hold | |
07/18/17 | OCBC | First Reit | 1.335 | 1.32 | Hold | |
07/18/17 | Lim & Tan | First Reit | 1.335 | 0 | Hold | |
07/19/17 | phillip | First Reit | 1.34 | 1.32 | Neutral | DDM, PB1.22x FY17 |
07/19/17 | CIMB | First Reit | 1.34 | 1.36 | Hold | DDM |
08/17/17 | OCBC | First Reit | 1.33 | 1.38 | Hold | |
10/03/17 | OCBC | First Reit | 1.335 | 1.38 | Hold | |
10/05/17 | Amfrasers | First Reit | 1.36 | 1.38 | Not Rated | DCF |
10/20/17 | phillip | First Reit | 1.37 | 1.32 | Neutral | DDM |
10/24/17 | OCBC | First Reit | 1.38 | 1.44 | Buy | |
10/25/17 | CIMB | First Reit | 1.38 | 1.39 | Hold | DDM |
12/11/17 | OCBC | First Reit | 1.39 | 1.44 | Buy | |
01/18/18 | Lim & Tan | First Reit | 1.4 | 0 | Hold | |
01/19/18 | CIMB | First Reit | 1.41 | 1.44 | Hold | DDM |
01/19/18 | OCBC | First Reit | 1.41 | 1.48 | Buy | |
01/23/18 | phillip | First Reit | 1.42 | 1.32 | Neutral | DDM |
04/18/18 | CIMB | First Reit | 1.37 | 1.44 | Hold | DDM |
04/19/18 | phillip | First Reit | 1.37 | 1.31 | Neutral | PB1.19x FY18 |
04/19/18 | OCBC | First Reit | 1.37 | 1.48 | Buy |
Far East Hospitality - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/09/17 | DBS Vickers | Far East Hospitality | 0.6 | 0.62 | Hold | DCF |
02/23/17 | CIMB | Far East Hospitality | 0.595 | 0.57 | Hold | DDM |
02/23/17 | OCBC | Far East Hospitality | 0.595 | 0.6 | Hold | |
02/24/17 | DBS Vickers | Far East Hospitality | 0.6 | 0.63 | Hold | DCF |
05/15/17 | DBS Vickers | Far East Hospitality | 0.6 | 0.66 | Buy | DCF |
05/15/17 | OCBC | Far East Hospitality | 0.6 | 0.6 | Hold | |
06/15/17 | CIMB | Far East Hospitality | 0.65 | 0.63 | Hold | DDM |
06/16/17 | DBS Vickers | Far East Hospitality | 0.65 | 0.66 | Buy | |
08/04/17 | OCBC | Far East Hospitality | 0.67 | 0.6 | Hold | |
08/07/17 | OCBC | Far East Hospitality | 0.67 | 0.66 | Hold | |
08/07/17 | CIMB | Far East Hospitality | 0.67 | 0.66 | Hold | DDM |
08/08/17 | DBS Vickers | Far East Hospitality | 0.67 | 0.7 | Buy | DCF |
09/04/17 | CIMB | Far East Hospitality | 0.66 | 0.66 | Hold | |
11/03/17 | OCBC | Far East Hospitality | 0.715 | 0.65 | Hold | |
11/03/17 | CIMB | Far East Hospitality | 0.715 | 0.69 | Hold | DDM |
11/03/17 | DBS Vickers | Far East Hospitality | 0.715 | 0.76 | Buy | DCF |
12/14/17 | CIMB | Far East Hospitality | 0.71 | 0.69 | Hold | DDM |
01/04/18 | CIMB | Far East Hospitality | 0.725 | 0.84 | Add | |
01/15/18 | CIMB | Far East Hospitality | 0.72 | 0.82 | Add | DDM |
02/19/18 | OCBC | Far East Hospitality | 0.715 | 0.75 | Buy | |
03/09/18 | OCBC | Far East Hospitality | 0.72 | 0.75 | Buy | |
04/10/18 | CIMB | Far East Hospitality | 0.68 | 0.79 | Add | DDM |
04/17/18 | DBS Vickers | Far East Hospitality | 0.68 | 0.76 | Buy | DCF |
04/27/18 | OCBC | Far East Hospitality | 0.675 | 0.735 | Buy |
Stock calls for 16 May 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
05/16/18 | DMG & Partners | Amara | 0.515 | 0.88 | Buy | PB0.65x |
05/16/18 | DMG & Partners | Avi-Tech | 0.44 | 0.43 | Neutral | DCF, PER11.5x FY19 |
05/16/18 | UOB Kay Hian | Banyan Tree | 0.58 | 1 | Buy | Sum of parts |
05/16/18 | CIMB | Best World | 1.29 | 1.39 | Hold | PER12.5x CY19 |
05/16/18 | DMG & Partners | First Resources | 1.56 | 1.6 | Neutral | PER12x FY18 |
05/16/18 | DBS Vickers | First Resources | 1.56 | 2.18 | Buy | |
05/16/18 | DMG & Partners | Fu Yu | 0.186 | 0.2 | Neutral | DCF |
05/16/18 | UOB Kay Hian | Golden Agri | 0.35 | 0.26 | Sell | PER14x FY18 |
05/16/18 | CIMB | Golden Agri | 0.35 | 0.31 | Reduce | Sum of parts (10% discount) |
05/16/18 | OCBC | Golden Agri | 0.35 | 0.34 | Hold | |
05/16/18 | Kim Eng | HMI | 0.665 | 0.8 | Buy | |
05/16/18 | CIMB | Jadason | 0.05 | 0.077 | Add | PB1x CY18 |
05/16/18 | UOB Kay Hian | Jumbo | 0.54 | 0.53 | Hold | DCF, Buy @ $0.48 |
05/16/18 | OCBC | Netlink | 0.82 | 0.9 | Buy | |
05/16/18 | DBS Vickers | Netlink | 0.82 | 0.97 | Buy | DCF |
05/16/18 | phillip | Q & M | 0.605 | 0.625 | Neutral | PER27x FY18 |
05/16/18 | Lim & Tan | SIA Engineering | 3.33 | 0 | Hold | |
05/16/18 | DMG & Partners | Silverlake | 0.55 | 0.65 | Buy | DCF, PER21x FY19 |
05/16/18 | CIMB | Silverlake | 0.55 | 0.56 | Add | DCF |
05/16/18 | UOB Kay Hian | Singapore Medical | 0.505 | 0.74 | Buy | PER26.8x FY18 |
05/16/18 | DMG & Partners | Singapore Medical | 0.505 | 0.68 | Buy | DCF |
05/16/18 | DBS Vickers | Singapore Medical | 0.505 | 0.73 | Buy | PER25x FY19 |
05/16/18 | DMG & Partners | Spackman | 0.073 | 0.1 | Buy | DCF, PER14x FY18 |
05/16/18 | DBS Vickers | Thai Beverage | 0.8 | 1.02 | Buy | |
05/16/18 | Kim Eng | Viva Industrial | 0.89 | 1.05 | Buy | DDM |
05/16/18 | CIMB | Yongnam | 0.31 | 0.56 | Add | PB0.8x FY19 |
US bond yields are rising!
We had stated previously in our postings that US bond yields would be rising because investors would wake up from their denial as economic logic would prevail.
The US bond yields are rising now and will continue to rise for 2018 and 2019.
http://sg-stock.blogspot.sg/2018/02/us-bond-yields-will-continue-to-rise-in.html
The US bond yields are rising now and will continue to rise for 2018 and 2019.
http://sg-stock.blogspot.sg/2018/02/us-bond-yields-will-continue-to-rise-in.html
Tuesday, May 15, 2018
F & N - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/09/17 | DBS Vickers | F & N | 2.11 | 2.37 | Hold | Sum of parts |
02/10/17 | phillip | F & N | 2.12 | 1.8 | Reduce | EV/Ebitda15x |
03/24/17 | DMG & Partners | F & N | 2.22 | 2.76 | Not Rated | Sum of parts |
04/17/17 | phillip | F & N | 2.35 | 1.8 | Reduce | |
05/09/17 | DBS Vickers | F & N | 2.4 | 2.37 | Hold | Sum of parts |
05/11/17 | phillip | F & N | 2.38 | 2.31 | Neutral | Sum of parts |
06/29/17 | DBS Vickers | F & N | 2.34 | 2.57 | Hold | Sum of parts |
08/10/17 | DBS Vickers | F & N | 2.44 | 2.57 | Hold | Sum of parts, PER24.4x FY18 |
08/10/17 | phillip | F & N | 2.44 | 2.52 | Neutral | Sum of parts |
11/13/17 | phillip | F & N | 2.6 | 2.83 | Accumulate | Sum of parts, PER27.1x FY18 |
12/04/17 | phillip | F & N | 2.58 | 2.83 | Accumulate | |
02/13/18 | phillip | F & N | 2.39 | 2.83 | Accumulate | Sum of parts, PER27.1x FY18 |
03/19/18 | phillip | F & N | 2.25 | 2.83 | Buy | |
04/16/18 | phillip | F & N | 2.12 | 2.83 | Buy | |
05/10/18 | phillip | F & N | 2.08 | 2.75 | Buy | Sum of parts |
Ezion - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/13/17 | DBS Vickers | Ezion | 0.415 | 0.56 | Buy | |
01/13/17 | OCBC | Ezion | 0.415 | 0.54 | Buy | PB0.55x |
02/20/17 | CIMB | Ezion | 0.38 | 0.44 | Add | PB0.45x FY17 |
02/20/17 | Lim & Tan | Ezion | 0.38 | 0 | Reduce | |
02/20/17 | OCBC | Ezion | 0.38 | 0.54 | Buy | PB0.55x FY17 |
02/20/17 | UOB Kay Hian | Ezion | 0.38 | 0.39 | Hold | |
02/24/17 | CIMB | Ezion | 0.395 | 0.45 | Add | PB0.5x FY17 |
02/24/17 | DBS Vickers | Ezion | 0.395 | 0.62 | Buy | PB0.7x FY17 |
02/24/17 | UOB Kay Hian | Ezion | 0.395 | 0.45 | Buy | PB0.65x FY17 |
02/27/17 | phillip | Ezion | 0.395 | 0.45 | Accumulate | DCF |
03/08/17 | Lim & Tan | Ezion | 0.37 | 0 | Hold | |
03/17/17 | CIMB | Ezion | 0.35 | 0.45 | Add | PB0.5x FY17 |
03/17/17 | DIR | Ezion | 0.35 | 0.31 | Underperform | Sum of parts |
04/10/17 | DBS Vickers | Ezion | 0.365 | 0.62 | Buy | |
05/12/17 | OCBC | Ezion | 0.31 | 0.54 | Buy | |
05/15/17 | Amfrasers | Ezion | 0.31 | 0.25 | Sell | PB0.3x FY17 |
05/15/17 | CIMB | Ezion | 0.31 | 0.26 | Reduce | PB0.3x FY17 |
05/15/17 | DIR | Ezion | 0.31 | 0.29 | Underperform | Sum of parts |
05/15/17 | phillip | Ezion | 0.31 | 0.4 | Buy | DCF |
05/15/17 | UOB Kay Hian | Ezion | 0.31 | 0.33 | Hold | PB0.5x FY17, Buy @ $0.28 |
05/16/17 | DBS Vickers | Ezion | 0.295 | 0.62 | Buy | PB0.7x FY17 |
05/23/17 | OCBC | Ezion | 0.295 | 0.32 | Hold | |
06/14/17 | UOB Kay Hian | Ezion | 0.25 | 0.33 | Hold | |
08/15/17 | CIMB | Ezion | 0.2 | 0.13 | Reduce | PB0.15x |
08/15/17 | DBS Vickers | Ezion | 0.2 | 0.13 | Fully Valued | PB0.15x |
08/16/17 | phillip | Ezion | 0.197 | 0 | Suspended | |
11/10/17 | DBS Vickers | Ezion | 0.197 | 0.13 | Fully Valued | PB0.15x FY17 |
01/12/18 | CIMB | Ezion | 0.197 | 0.13 | Reduce | PB0.15x CY17 |
04/04/18 | DBS Vickers | Ezion | 0.197 | 0.13 | Fully Valued | |
04/10/18 | DBS Vickers | Ezion | 0.197 | 0.29 | Buy | PB1.4x FY18 |
04/17/18 | UOB Kay Hian | Ezion | 0.197 | 0.18 | Hold | PB1x FY19, Buy @ $0.151 |
04/25/18 | Amfrasers | Ezion | 0.158 | 0.1 | Sell | RNAV |
05/15/18 | DBS Vickers | Ezion | 0.115 | 0.29 | Buy | PB1.4x FY18 |
ESR-Reit - Stock calls
Date
|
Analyst
|
Company
|
Last
|
Target
|
Call
|
Valuation
|
01/09/17
|
DBS Vickers
|
ESR-Reit
|
0.55
|
0.54
|
Hold
|
DCF
|
01/09/17
|
CIMB
|
ESR-Reit
|
0.55
|
0.55
|
Hold
|
|
01/26/17
|
DBS Vickers
|
ESR-Reit
|
0.565
|
0.6
|
Buy
|
|
01/26/17
|
DIR
|
ESR-Reit
|
0.565
|
0.59
|
Outperform
|
DDM
|
01/26/17
|
DMG & Partners
|
ESR-Reit
|
0.565
|
0.64
|
Buy
|
DDM
|
04/18/17
|
DIR
|
ESR-Reit
|
0.585
|
0.59
|
Outperform
|
|
04/27/17
|
DBS Vickers
|
ESR-Reit
|
0.58
|
0.6
|
Buy
|
|
05/24/17
|
DIR
|
ESR-Reit
|
0.57
|
0.57
|
Hold
|
DDM
|
07/06/17
|
DIR
|
ESR-Reit
|
0.605
|
0.57
|
Hold
|
DDM
|
07/14/17
|
CIMB
|
ESR-Reit
|
0.6
|
0.56
|
Hold
|
DDM
|
07/18/17
|
DBS Vickers
|
ESR-Reit
|
0.595
|
0.6
|
Hold
|
|
10/19/17
|
DIR
|
ESR-Reit
|
0.58
|
0.57
|
Hold
|
DDM
|
10/19/17
|
CIMB
|
ESR-Reit
|
0.58
|
0.57
|
Hold
|
DDM
|
10/19/17
|
DBS Vickers
|
ESR-Reit
|
0.58
|
0.6
|
Hold
|
|
12/11/17
|
DBS Vickers
|
ESR-Reit
|
0.565
|
0.62
|
Buy
|
|
12/15/17
|
CIMB
|
ESR-Reit
|
0.56
|
0.63
|
Add
|
DDM
|
01/17/18
|
Lim & Tan
|
ESR-Reit
|
0.575
|
0
|
Hold
|
|
01/18/18
|
CIMB
|
ESR-Reit
|
0.575
|
0.64
|
Add
|
DDM
|
01/18/18
|
DBS Vickers
|
ESR-Reit
|
0.575
|
0.63
|
Buy
|
|
04/23/18
|
DBS Vickers
|
ESR-Reit
|
0.54
|
0.63
|
Buy
|
|
04/23/18
|
CIMB
|
ESR-Reit
|
0.54
|
0.6
|
Add
|
DDM
|
Stock calls for 15 May 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
05/15/18 | DBS Vickers | Ascendas India Trust | 1.05 | 1.22 | Buy | |
05/15/18 | DBS Vickers | Best World | 1.45 | 1.29 | Fully Valued | PER15x FY18/19 |
05/15/18 | phillip | City Developments | 12.4 | 13.4 | Accumulate | RNAV (15% discount), PB1.29x FY18 |
05/15/18 | Lim & Tan | City Developments | 12.4 | 15 | Buy | |
05/15/18 | UOB Kay Hian | Cityneon | 1.06 | 1.55 | Buy | PER15.4x FY18 |
05/15/18 | CIMB | Cityneon | 1.06 | 1.16 | Hold | PER11x FY19 |
05/15/18 | Kim Eng | Comfortdelgro | 2.34 | 2.65 | Buy | |
05/15/18 | DBS Vickers | Ezion | 0.115 | 0.29 | Buy | PB1.4x FY18 |
05/15/18 | CIMB | First Resources | 1.61 | 2.03 | Add | PER15x CY19 |
05/15/18 | DMG & Partners | First Resources | 1.61 | 1.75 | Neutral | PER12x FY18 |
05/15/18 | UOB Kay Hian | ISDN | 0.21 | 0.365 | Buy | |
05/15/18 | DBS Vickers | Jumbo | 0.56 | 0.58 | Hold | PER23x FY18/19 |
05/15/18 | Amfrasers | Mindchamps | 0.78 | 0.86 | Buy | PER23.2x FY18 |
05/15/18 | OCBC | Netlink | 0.815 | 0.91 | Buy | |
05/15/18 | OCBC | Roxy-Pacific | 0.515 | 0.6 | Buy | |
05/15/18 | CIMB | Sarine | 1.03 | 1.53 | Add | PER17.2x CY19 |
05/15/18 | phillip | Singapore O&G | 0.38 | 0.42 | Accumulate | PB1.82x FY18, PER23.2x |
05/15/18 | DBS Vickers | Singapore Post | 1.37 | 1.55 | Buy | DCF |
05/15/18 | CIMB | UMS | 1.07 | 1.21 | Add | PB2.81x |
05/15/18 | DBS Vickers | UOL | 8.61 | 10.23 | Buy |
Monday, May 14, 2018
China's moves on USA pork & apple are forcing Trump to back down.
http://sg-stock.blogspot.sg/2018/05/china-is-targeting-usa-agricultural.html
http://sg-stock.blogspot.sg/2018/05/china-is-also-targeting-usa-pork-now.html
https://sg.finance.yahoo.com/news/china-says-appreciates-u-position-zte-080108847--finance.html
Trump has tweeted that he will help China ZTE to get back into the business fast.
This shows that China's moves to hurt Trump's supporters are working successfully.
Kudos to China!
http://sg-stock.blogspot.sg/2018/05/china-is-also-targeting-usa-pork-now.html
https://sg.finance.yahoo.com/news/china-says-appreciates-u-position-zte-080108847--finance.html
Trump has tweeted that he will help China ZTE to get back into the business fast.
This shows that China's moves to hurt Trump's supporters are working successfully.
Kudos to China!
Ellipsiz - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
08/22/17 | Lim & Tan | Ellipsiz | 0.665 | 0 | Buy |
EC World Reit - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/02/17 | Religare | EC World Reit | 0.74 | 0.92 | Buy | |
05/16/17 | Religare | EC World Reit | 0.765 | 0.92 | Buy | |
04/16/18 | Soochow | EC World Reit | 0.735 | 0.88 | Buy |
Dyna-Mac - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/22/18 | CIMB | Dyna-Mac | 0.13 | 0.18 | Add | PB1.8x CY18 |
Stock calls for 14 May 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
05/14/18 | Phillip | 800Super | 1.12 | 1.3 | Accumulate | DCF, PER19.1x FY18 |
05/14/18 | phillip | China Everbright | 0.43 | 0.55 | Buy | PER11.4x FY18 |
05/14/18 | OCBC | City Developments | 12.53 | 15.78 | Buy | |
05/14/18 | DBS Vickers | City Developments | 12.53 | 15.4 | Buy | |
05/14/18 | CIMB | City Developments | 12.53 | 13.41 | Add | RNAV (20% discount) |
05/14/18 | DMG & Partners | City Developments | 12.53 | 15 | Buy | RNAV (10% discount) |
05/14/18 | Kim Eng | City Developments | 12.53 | 14.2 | Buy | |
05/14/18 | phillip | Comfortdelgro | 2.33 | 2.48 | Accumulate | DCF, PER17.8x FY18 |
05/14/18 | UOB Kay Hian | Comfortdelgro | 2.33 | 2.43 | Buy | PER16.6x FY19 |
05/14/18 | DBS Vickers | Comfortdelgro | 2.33 | 2.12 | Hold | |
05/14/18 | OCBC | Comfortdelgro | 2.33 | 2.5 | Buy | |
05/14/18 | CIMB | Comfortdelgro | 2.33 | 2.37 | Hold | DCF |
05/14/18 | DMG & Partners | Comfortdelgro | 2.33 | 2.2 | Neutral | DCF |
05/14/18 | CIMB | CSE Global | 0.46 | 0.5 | Add | |
05/14/18 | DMG & Partners | Food Empire | 0.67 | 1.07 | Buy | PER18x FY18 |
05/14/18 | DMG & Partners | Genting | 1.28 | 1.42 | Buy | DCF |
05/14/18 | OCBC | OUE | 1.81 | 2.25 | Buy | |
05/14/18 | CIMB | Riverstone | 1 | 1.28 | Add | |
05/14/18 | UOB Kay Hian | Singapore Post | 1.36 | 1.59 | Buy | Sum of parts |
05/14/18 | Kim Eng | Singapore Post | 1.36 | 1.5 | Buy | DCF |
05/14/18 | CIMB | Singapore Post | 1.36 | 1.59 | Add | DCF |
05/14/18 | CIMB | ST Engineering | 3.39 | 3.8 | Add | DCF & PER20x CY19 |
05/14/18 | DBS Vickers | ST Engineering | 3.39 | 4.1 | Buy | |
05/14/18 | DMG & Partners | ST Engineering | 3.39 | 4.04 | Buy | |
05/14/18 | DMG & Partners | UG Healthcare | 0.205 | 0.32 | Buy | PER14x FY19 |
05/14/18 | DBS Vickers | UMS | 1.04 | 1.37 | Buy | PER12x FY19 |
05/14/18 | OCBC | UOL | 8.72 | 10.63 | Buy | |
05/14/18 | CIMB | UOL | 8.72 | 9.65 | Add | RNAV (20% discount) |
05/14/18 | Lim & Tan | UOL | 8.72 | 0 | Buy | |
05/14/18 | UOB Kay Hian | Wilmar | 3.16 | 3.9 | Buy | Sum of parts, PER14.5x FY18 |
05/14/18 | DBS Vickers | Wilmar | 3.16 | 3.65 | Buy | DCF, PER14.4x FY18 |
05/14/18 | OCBC | Wilmar | 3.16 | 3.51 | Buy | |
05/14/18 | DMG & Partners | Wilmar | 3.16 | 3.59 | Buy | Sum of parts |
Saturday, May 12, 2018
Baltic dry index - 1472
Today, Friday, May 11 2018, the Baltic Dry Index climbed by 19 points, reaching 1472 points.
Baltic Dry Index is compiled by the London-based Baltic Exchange and covers prices for transported cargo such as coal, grain and iron ore. The index is based on a daily survey of agents all over the world. Baltic Dry hit a temporary peak on May 20, 2008, when the index hit 11,793. The lowest level ever reached was on Wednesday the 10th of February 2016, when the index dropped to 290 points.
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Related stocks: Sembcorp Marine, Cosco & Pan Ocean
US rig count - 1045
HOUSTON (AP) - The number of rigs exploring for oil and natural gas in the U.S. increased by 13 this week to 1,045.
At this time a year ago there were 885 active rigs.
Houston oilfield services company Baker Hughes reported Friday that 844 rigs drilled for oil this week and 199 for gas. Two were listed as miscellaneous.
Among major oil- and gas-producing states, Texas added eight rigs, Colorado and Oklahoma each gained three, Alaska added two and Louisiana and West Virginia each gained one.
New Mexico declined by four rigs and Wyoming lost one.
Arkansas, California, North Dakota, Ohio, Pennsylvania and Utah were unchanged.
The U.S. rig count peaked at 4,530 in 1981. It bottomed out in May of 2016 at 404.
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Related stocks: Keppel Corp, Sembcorp Marine & Cosco
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