Saturday, July 13, 2019
Friday, July 12, 2019
The US-China trade war hurts the US more than China.
https://sg.finance.yahoo.com/news/china-imports-us-plunge-june-085814251.html
China's import of US goods fell 31.4% while US's import of China goods fell 7.8%.
Look like the Chinese are boycotting the US goods because the decline is fast and furious.
China's import of US goods fell 31.4% while US's import of China goods fell 7.8%.
Look like the Chinese are boycotting the US goods because the decline is fast and furious.
ARA Hospitality - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
06/18/19 | UOB Kay Hian | ARA Hospitality | 0.87 | 1.15 | Buy |
APTV - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/01/19 | Phillip | APTV | 0.13 | 0.14 | Accumulate | |
05/16/19 | Phillip | APTV | 0.178 | 0.16 | Reduce | EV/Ebitda11x |
APAC Realty - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/12/19 | DMG & Partners | APAC Realty | 0.5 | 0.72 | Buy | |
02/12/19 | DBS Vickers | APAC Realty | 0.5 | 0.56 | Hold | |
03/01/19 | DMG & Partners | APAC Realty | 0.57 | 0.72 | Buy | DCF |
03/01/19 | DBS Vickers | APAC Realty | 0.57 | 0.7 | Buy | PER12x |
04/04/19 | DMG & Partners | APAC Realty | 0.615 | 0.72 | Buy | RNAV |
05/07/19 | DMG & Partners | APAC Realty | 0.555 | 0.72 | Buy | |
05/14/19 | DMG & Partners | APAC Realty | 0.545 | 0.67 | Buy | DCF |
05/16/19 | DBS Vickers | APAC Realty | 0.525 | 0.58 | Hold | PER10x |
06/03/19 | Phillip | APAC Realty | 0.5 | 0.65 | Buy | DCF |
06/06/19 | DMG & Partners | APAC Realty | 0.5 | 0.67 | Buy | |
06/07/19 | CIMB | APAC Realty | 0.51 | 0.67 | Add |
Stock calls for 12 July 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
07/12/19 | DMG & Partners | DBS | 25.61 | 30.3 | Buy | PB1.47x FY20 |
07/12/19 | DBS Vickers | Frasers Centrepoint Trust | 2.64 | 2.95 | Buy | |
07/12/19 | DBS Vickers | Frasers Commercial Trust | 1.65 | 1.7 | Hold | DCF |
07/12/19 | DBS Vickers | Frasers Hospitality Trust | 0.72 | 0.77 | Hold | DCF |
07/12/19 | DMG & Partners | Keppel KBS | 0.79 | 0.88 | Buy | DDM |
07/12/19 | DMG & Partners | Manulife US Reit | 0.875 | 0.98 | Buy | DDM |
07/12/19 | CIMB | SPH Reit | 1.12 | 1.11 | Hold | DDM |
07/12/19 | Lim & Tan | SPH Reit | 1.12 | 0 | Hold |
Singapore 2nd QTR GDP shrank 3.4%.
https://sg.finance.yahoo.com/news/singapore-economy-shrinks-warning-global-050122956.html
This is not surprising because of the US-China trade war. SG's export is 200% more than its GDP. In other words, our export is 3 times our GDP.
http://sg-stock.blogspot.com/2019/06/singapore-nodx-fell-159-in-may-2019.html
SG's nodx export has been falling for 3 consecutive months as stated in our previous post above.
When international trades slow down, SG will be badly affected because our domestic consumption is too small to make up for the export slowdown.
This is not surprising because of the US-China trade war. SG's export is 200% more than its GDP. In other words, our export is 3 times our GDP.
http://sg-stock.blogspot.com/2019/06/singapore-nodx-fell-159-in-may-2019.html
SG's nodx export has been falling for 3 consecutive months as stated in our previous post above.
When international trades slow down, SG will be badly affected because our domestic consumption is too small to make up for the export slowdown.
Thursday, July 11, 2019
Amara - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/05/19 | DMG & Partners | Amara | 0.46 | 0.88 | Buy | RNAV (35% discount) |
AIMS AMP Cap Ind Reit - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
04/25/19 | Kim Eng | AIMS AMP Cap Ind Reit | 1.42 | 1.5 | Buy | DDM |
04/25/19 | DBS Vickers | AIMS AMP Cap Ind Reit | 1.42 | 1.5 | Buy | DCF |
05/16/19 | DBS Vickers | AIMS AMP Cap Ind Reit | 1.4 | 1.5 | Buy | DCF |
AEM - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/30/19 | Kim Eng | AEM | 0.905 | 1.21 | Buy | PB2.9x FY19/20, EV/Ebitda5.2x FY20 |
02/26/19 | Kim Eng | AEM | 1.05 | 1.24 | Buy | PB2.8x FY19/20 |
02/26/19 | CIMB | AEM | 1.05 | 1.11 | Hold | PER10x FY20 |
04/26/19 | CIMB | AEM | 1.16 | 1.21 | Hold | PER10x FY20 |
05/09/19 | Kim Eng | AEM | 1.05 | 1.4 | Buy | PB3.1x FY19/20 |
06/11/19 | Kim Eng | AEM | 0.945 | 1.4 | Buy | PB3.1x FY19/20 |
Stock calls for 11 July 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
07/11/19 | Amfrasers | Comfortdelgro | 2.82 | 2.77 | Neutral | PER19x FY19 |
07/11/19 | UOB Kay Hian | ISOTeam | 0.245 | 0.3 | Buy | |
07/11/19 | CIMB | Mapletree Industrial | 2.29 | 2.32 | Add | DDM |
07/11/19 | Kim Eng | Mapletree Industrial | 2.29 | 2.4 | Buy | DDM |
07/11/19 | DBS Vickers | Mapletree Industrial | 2.29 | 2.5 | Buy | DCF |
Wednesday, July 10, 2019
Accordia Golf Trust - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/15/19 | Amfrasers | Accordia Golf Trust | 0.55 | 0.61 | Hold | |
02/19/19 | Amfrasers | Accordia Golf Trust | 0.565 | 0.61 | Buy | |
04/04/19 | Amfrasers | Accordia Golf Trust | 0.59 | 0.72 | Buy | |
05/31/19 | Amfrasers | Accordia Golf Trust | 0.585 | 0.7 | Buy |
A-Reit - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/02/19 | DMG & Partners | A-Reit | 2.57 | 2.9 | Buy | |
01/04/19 | Phillip | A-Reit | 2.57 | 2.78 | Accumulate | |
01/17/19 | Kim Eng | A-Reit | 2.74 | 2.95 | Buy | DDM |
01/22/19 | UOB Kay Hian | A-Reit | 2.71 | 3.01 | Buy | |
01/31/19 | Phillip | A-Reit | 2.72 | 2.88 | Accumulate | DDM, PB1.34x FY19 |
01/31/19 | CIMB | A-Reit | 2.72 | 2.83 | Add | DDM |
01/31/19 | OCBC | A-Reit | 2.72 | 2.64 | Hold | |
01/31/19 | DBS Vickers | A-Reit | 2.72 | 2.95 | Buy | |
02/15/19 | Phillip | A-Reit | 2.75 | 2.88 | Accumulate | |
02/28/19 | Kim Eng | A-Reit | 2.81 | 2.95 | Buy | |
03/07/19 | DMG & Partners | A-Reit | 2.83 | 2.9 | Neutral | DDM |
03/07/19 | CIMB | A-Reit | 2.83 | 2.83 | Add | |
04/04/19 | Kim Eng | A-Reit | 2.93 | 3.1 | Buy | |
04/30/19 | Kim Eng | A-Reit | 3.01 | 3.2 | Buy | DDM |
04/30/19 | OCBC | A-Reit | 3.01 | 2.74 | Hold | |
04/30/19 | DMG & Partners | A-Reit | 3.01 | 2.9 | Neutral | DDM |
05/02/19 | Phillip | A-Reit | 3 | 2.88 | Neutral | DDM |
05/02/19 | CIMB | A-Reit | 3 | 2.87 | Hold | DDM |
05/02/19 | DBS Vickers | A-Reit | 3 | 3.2 | Buy | DCF |
06/19/19 | Phillip | A-Reit | 2.98 | 2.88 | Neutral | |
06/25/19 | Kim Eng | A-Reit | 3.01 | 3.2 | Buy | |
06/27/19 | DBS Vickers | A-Reit | 3.05 | 3.21 | Buy | |
07/03/19 | Kim Eng | A-Reit | 3.13 | 3.3 | Buy | DDM |
07/04/19 | DMG & Partners | A-Reit | 3.15 | 2.9 | Neutral |
800Super - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/13/19 | Phillip | 800Super | 0.685 | 0 | Cease Coverage | DCF |
06/10/19 | Novus | 800Super | 0.89 | 0.9 | Accept offer | offer $0.90 |
Stock calls for 10 July 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
07/10/19 | DMG & Partners | China Aviation Oil | 1.3 | 1.6 | Buy | |
07/10/19 | Kim Eng | Comfortdelgro | 2.84 | 2.76 | Hold | DCF |
07/10/19 | UOB Kay Hian | Comfortdelgro | 2.84 | 3.08 | Buy | |
07/10/19 | CIMB | Keppel DC Reit | 1.67 | 1.54 | Add | |
07/10/19 | CIMB | Mapletree Commercial | 2.05 | 2.03 | Add | |
07/10/19 | UOB Kay Hian | Suntec Reit | 1.95 | 2 | Hold | DDM, Buy @ $1.82 |
Tuesday, July 9, 2019
Yongnam - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/04/19 | CIMB | Yongnam | 0.183 | 0.4 | Add | PB0.8x FY19 |
01/07/19 | CIMB | Yongnam | 0.183 | 0.41 | Add | PB0.8x FY19 |
03/01/19 | CIMB | Yongnam | 0.173 | 0.33 | Add | PB0.7x FY19 |
04/05/19 | CIMB | Yongnam | 0.186 | 0.33 | Add | PB0.7x FY19 |
05/17/19 | CIMB | Yongnam | 0.169 | 0.33 | Add | PB0.7x FY19 |
Yoma - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/12/19 | DBS Vickers | Yoma | 0.345 | 0.4 | Buy | |
04/11/19 | DMG & Partners | Yoma | 0.32 | 0.57 | Add | Sum of parts (20% discount) |
06/03/19 | DBS Vickers | Yoma | 0.33 | 0.4 | Buy | RNAV (60% discount) |
Yanlord - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/01/19 | OCBC | Yanlord | 1.39 | 1.75 | Buy | PER5x |
04/12/19 | OCBC | Yanlord | 1.47 | 1.75 | Buy | PER5x FY19 |
05/16/19 | OCBC | Yanlord | 1.44 | 1.68 | Buy | PER5x FY19/20 |
05/17/19 | DBS Vickers | Yanlord | 1.44 | 1.47 | Hold | PER6x FY19/20 |
Stock calls for 9 July 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
07/09/19 | DMG & Partners | Fu Yu | 0.215 | 0.24 | Buy | DCF |
07/09/19 | phillip | HMI | 0.720 | 0.73 | Accept offer | offer at $0.73 |
07/09/19 | UOB Kay Hian | Wilmar | 3.79 | 3.9 | Buy |
Fraud detected in Camsing.
https://www.businesstimes.com.sg/banking-finance/chinese-wealth-manager-alleges-34-billion-yuan-fraud-at-camsing
Look like this company will go bankrupt after the fraud scandal. The company is listed on SGX & HKEX. The stock has plunged 90% in HK already.
Look like this company will go bankrupt after the fraud scandal. The company is listed on SGX & HKEX. The stock has plunged 90% in HK already.
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