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Saturday, November 16, 2019

How the HK rioters terrorize ordinary citizens on the street! - Part 2

HK citizens are living in fear everyday now.  Fearful of the black tees!

Going out on HK streets means getting bashed up and burnt if unlucky.

Friday, November 15, 2019

How the HK rioters terrorize ordinary citizens on the street!

When ordinary people and shop owners saw the HK rioters approaching, they quickly rushed into the shops and pulled down the shutters.  I can see that these ordinary citizens are being terrified and terrorized by the HK rioters.  Furthermore, these HK rioters also stole their goods.

How the 70-year old HK man was killed by HK rioters!

The old man was just filming and he was killed by the HK rioters who threw bricks at him.

Jardine C&C - Stock calls

Date Analyst Company Last Target Call Valuation
01/04/19 DBS Vickers Jardine C&C 35.28 43.1 Buy
05/02/19 DBS Vickers Jardine C&C 35.52 39.1 Buy Sum of parts (16% discount)

Japfa - Stock calls

Date Analyst Company Last Target Call Valuation
01/29/19 CIMB Japfa 0.82 0.9 Add Sum of parts
01/30/19 Kim Eng Japfa 0.81 0.99 Buy
03/01/19 CIMB Japfa 0.765 0.9 Add Sum of parts
03/05/19 UOB Kay Hian Japfa 0.705 0.98 Buy Sum of parts, PER10.7x FY19
03/05/19 DBS Vickers Japfa 0.705 0.8 Buy Sum of parts (15% discount), PER11.4x FY19
03/14/19 CIMB Japfa 0.715 0.63 Reduce Sum of parts
03/21/19 Kim Eng Japfa 0.65 1.05 Buy Sum of parts
04/02/19 Kim Eng Japfa 0.665 1.05 Buy
05/03/19 UOB Kay Hian Japfa 0.605 0.73 Buy Sum of parts
05/03/19 DBS Vickers Japfa 0.605 0.61 Hold Sum of parts (10% discount), PER14x FY19
05/27/19 Kim Eng Japfa 0.575 0.93 Buy Sum of parts
07/31/19 UOB Kay Hian Japfa 0.515 0.48 Hold Sum of parts, Buy @ $0.42
08/01/19 Kim Eng Japfa 0.51 0.73 Buy Sum of parts
08/05/19 DBS Vickers Japfa 0.5 0.53 Hold Sum of parts (10% discount), PER12.5x FY19
09/13/19 Kim Eng Japfa 0.485 0.73 Buy Sum of parts
11/01/19 UOB Kay Hian Japfa 0.49 0.5 Hold Sum of parts, Buy @ $0.44
11/01/19 DBS Vickers Japfa 0.49 0.53 Hold
11/01/19 CIMB Japfa 0.49 0.56 Add

Japan Foods - Stock calls

Date Analyst Company Last Target Call Valuation
02/12/19 Amfrasers Japan Foods 0.415 0.57 Hold DCF
03/08/19 DMG & Partners Japan Foods 0.43 0.45 Neutral
04/05/19 DMG & Partners Japan Foods 0.435 0.45 Neutral
05/22/19 Amfrasers Japan Foods 0.44 0.55 Neutral DCF
05/23/19 DMG & Partners Japan Foods 0.44 0.4 Hold
06/06/19 DMG & Partners Japan Foods 0.43 0.4 Neutral
08/22/19 DMG & Partners Japan Foods 0.435 0.4 Neutral Sum of parts
11/08/19 DMG & Partners Japan Foods 0.435 0.4 Neutral Sum of parts
11/11/19 Amfrasers Japan Foods 0.425 0.46 Neutral

Stock calls for 15 November 2019

Date Analyst Company Last Target Call Valuation
11/15/19 Amfrasers Accordia Golf Trust 0.61 0.67 Outperform
11/15/19 OCBC Golden Agri 0.245 0.26 Hold
11/15/19 DBS Vickers MM2 Asia 0.285 0.3 Hold Sum of parts, PER12.8x FY20
11/15/19 DBS Vickers OUE Commercial 0.54 0.6 Buy DCF
11/15/19 UOB Kay Hian Propnex 0.525 0.62 Buy
11/15/19 OCBC Sembcorp Industries 2.29 2.51 Hold Sum of parts
11/15/19 DMG & Partners Sembcorp Industries 2.29 2.68 Buy Sum of parts (20% discount), PER10x FY20
11/15/19 Macquarie Sembcorp Marine 1.28 1.4 Neutral DCF
11/15/19 DBS Vickers Sembcorp Marine 1.28 1.4 Hold PB1.3x FY20
11/15/19 DBS Vickers Silverlake 0.44 0.57 Buy PER21x FY20
11/15/19 Lim & Tan Singtel 3.3 0 Hold
11/15/19 DMG & Partners Talkmed 0.505 0.62 Buy DCF
11/15/19 DBS Vickers Yoma 0.375 0.5 Buy RNAV (45% discount)

HK rioters can kill ordinary citizen but police cannot kill any rioter.

https://www.channelnewsasia.com/news/asia/hong-kong-protests-elderly-man-injured-by-brick-dies-12095948

The HK rioters are insane now.  They're attacking ordinary residents to the extent that they're not afraid to kill anybody.

The aftermath of Mapletree NAC's mall in HK.

Please take a look at the extensive damage of Mapletree NAC's mall.

Is this a protest for democracy or destruction?

How did UK deal with riots in HK in 1967?

https://en.wikipedia.org/wiki/Hong_Kong_1967_leftist_riots

The current HK riot is not the first in HK history.  There was a leftist riot in HK in 1967 under the UK ruling.

In 1967, HK had about 3m population and 51 people were killed and close to 5,000 people were arrested.

In 2019, HK has about 7.5m population.  If the HK police were not restrained under China ruling, more people would have to die and more would be arrested.  If HK was still under the UK ruling, at least 100 people would die and 10,000 people would be arrested.

Therefore, Hongkongers should be thankful that they're under China's ruling now.

The HK riots rationalize the Tiananmen incident.

The violent riots and protests in HK have changed the mindsets of Chinese in China.  What the Chinese had seen in HK recently had reinforced their belief that the communist party had done the right thing for the Tiananmen incident because they would suffer hardships and couldn't walk safely on the street if there was no violent crackdown by the communist party.

When the government and police are weak, the rioters and protestors will rule the streets and ordinary citizens cannot live a peaceful and orderly life.  The ordinary citizens have lost their freedom to go out for fear of being beaten up and burnt, and they cannot go to work to support their livelihoods.

The tourism industry is severely disrupted and affected by such violent acts.

https://www3.nhk.or.jp/nhkworld/en/news/20191112_06/

Once again, I would like to urge Singaporeans to be very careful in HK because we're being specifically targeted.


Thursday, November 14, 2019

Singaporeans, please be very careful in HK!

https://sg.news.yahoo.com/dbs-branch-in-hong-kong-vandalised-with-vulgar-messages-directed-at-pm-lee-pap-091705028.html

HK DBS was targeted and PM Lee and PAP were named as the cause.

Singaporeans have to be extremely careful in HK since we'll be specifically targeted because of PM Lee and PAP.

Jadason - Stock calls

Date Analyst Company Last Target Call Valuation
01/02/19 CIMB Jadason 0.02 0.066 Add
05/13/19 CIMB Jadason 0.038 0.059 Add PB1x CY19

ISOTeam - Stock calls

Date Analyst Company Last Target Call Valuation
02/18/19 DMG & Partners ISOTeam 0.22 0.23 Neutral DCF
05/15/19 DMG & Partners ISOTeam 0.22 0.29 Buy DCF
06/06/19 DMG & Partners ISOTeam 0.23 0.29 Buy
07/11/19 UOB Kay Hian ISOTeam 0.245 0.3 Buy PER12.4x FY20
07/25/19 DMG & Partners ISOTeam 0.245 0.31 Buy DCF
07/25/19 UOB Kay Hian ISOTeam 0.245 0.34 Buy PER12.4x FY20
08/29/19 UOB Kay Hian ISOTeam 0.23 0.34 Buy
08/29/19 DMG & Partners ISOTeam 0.23 0.31 Buy DCF
09/23/19 UOB Kay Hian ISOTeam 0.225 0.34 Buy
09/25/19 DMG & Partners ISOTeam 0.235 0.31 Buy DCF
10/15/19 DMG & Partners ISOTeam 0.225 0.31 Buy

ISDN - Stock calls

Date Analyst Company Last Target Call Valuation
05/23/19 CIMB ISDN 0.215 0.32 Add PER10x CY20
07/01/19 CIMB ISDN 0.235 0.32 Add
08/19/19 CIMB ISDN 0.192 0.27 Add

Stock calls for 14 November 2019

Date Analyst Company Last Target Call Valuation
11/14/19 CIMB APAC Realty 0.515 0.66 Add DCF
11/14/19 DMG & Partners APAC Realty 0.515 0.6 Buy DCF
11/14/19 DBS Vickers APAC Realty 0.515 0.46 Hold PER12x FY20
11/14/19 DMG & Partners Centurion 0.42 0.43 Neutral DCF
11/14/19 DBS Vickers Centurion 0.42 0.52 Buy DCF
11/14/19 DMG & Partners City Developments 10.47 10.5 Neutral RNAV (40% discount)
11/14/19 Kim Eng Comfortdelgro 2.38 2.7 Buy DCF
11/14/19 DMG & Partners Comfortdelgro 2.38 2.38 Neutral DCF
11/14/19 UOB Kay Hian Comfortdelgro 2.38 2.27 Hold Buy @ $2
11/14/19 DBS Vickers Comfortdelgro 2.38 2.48 Hold Sum of parts, PER17.8x FY20
11/14/19 CIMB Comfortdelgro 2.38 2.28 Hold DCF
11/14/19 DBS Vickers Delfi 0.96 1.51 Buy PER23.1x FY20
11/14/19 DMG & Partners Fu Yu 0.225 0.24 Buy DCF
11/14/19 Lim & Tan Fu Yu 0.225 0 Buy
11/14/19 DMG & Partners Golden Agri 0.265 0.25 Neutral Sum of parts
11/14/19 Amfrasers IFS Capital 0.225 0.3 Outperform PB0.6x FY20
11/14/19 DMG & Partners Oxley 0.345 0.43 Buy RNAV (45% discount)
11/14/19 DBS Vickers SATS 4.99 5.06 Hold DCF & PER22x FY21
11/14/19 DMG & Partners Sembcorp Marine 1.29 1.6 Buy PB1.47x FY20
11/14/19 UOB Kay Hian Sembcorp Marine 1.29 1.17 Sell
11/14/19 CIMB Sembcorp Marine 1.29 1.26 Hold PB1.2x CY21
11/14/19 DMG & Partners Valuetronics 0.725 0.81 Buy DCF
11/14/19 Kim Eng Valuetronics 0.725 0.98 Buy PB2x FY20
11/14/19 UOB Kay Hian Valuetronics 0.725 0.91 Buy PER12x
11/14/19 DBS Vickers Wilmar 3.96 4.35 Buy Sum of parts, PER16.3x FY20

Wednesday, November 13, 2019

Mapletree NAC trust's mall was wrecked by rioters in HK.

https://sg.news.yahoo.com/hong-kong-protesters-trash-mapletree-mall-christmas-tree-051541117.html

Mapletree has to renovate this mall but the rioters will come back to wreck it again.

This renovation decision is a difficult one because the rioters will come back again.  Big headache!

Interra Resources - Stock calls

Date Analyst Company Last Target Call Valuation
10/10/19 SAC Advisors Interra Resources 0.026 0.089 Buy EV/IP reserves 6.4x

Innotek - Stock calls

Date Analyst Company Last Target Call Valuation
08/14/19 Lim & Tan Innotek 0.5 0 Buy on weakness

Indofood Agri - Stock calls

Date Analyst Company Last Target Call Valuation
03/01/19 DBS Vickers Indofood Agri 0.2 0.19 Hold DCF
04/12/19 DBS Vickers Indofood Agri 0.28 0.19 Accept offer offer price $0.28
05/02/19 DBS Vickers Indofood Agri 0.28 0.19 Accept offer offer price $0.28
07/16/19 DBS Vickers Indofood Agri 0.325 0.33 Hold
08/05/19 DBS Vickers Indofood Agri 0.32 0.29 Hold DCF