Date | Analyst | Company | Last | Target | Call | Valuation |
01/04/19 | phillip | SGX | 7.15 | 9.01 | Buy | |
01/25/19 | CIMB | SGX | 7.5 | 7.9 | Add | PER22.1x FY20 |
01/25/19 | DMG & Partners | SGX | 7.5 | 8.2 | Buy | PER22x FY20 |
01/28/19 | phillip | SGX | 7.57 | 8.36 | Buy | PER23.2x FY19 |
01/28/19 | OCBC | SGX | 7.57 | 7.98 | Buy | PER22x F19/20 |
02/22/19 | Citibank | SGX | 7.87 | 7.8 | Hold | |
03/12/19 | Citibank | SGX | 7.46 | 7 | Sell | |
03/14/19 | DBS Vickers | SGX | 7.26 | 7.05 | Hold | DDM, PER20x CY20 |
03/19/19 | phillip | SGX | 7.31 | 8.17 | Accumulate | PER23.2x |
04/05/19 | DMG & Partners | SGX | 7.42 | 8.1 | Buy | PER23x FY20 |
04/26/19 | OCBC | SGX | 7.26 | 7.6 | Hold | PER21x FY20 |
04/26/19 | DBS Vickers | SGX | 7.26 | 7.05 | Hold | DDM, PER20x FY20 |
04/26/19 | Kim Eng | SGX | 7.26 | 8.79 | Buy | PER23x FY19 |
04/29/19 | phillip | SGX | 7.4 | 8.09 | Accumulate | PER21.4x |
04/29/19 | CIMB | SGX | 7.4 | 7.9 | Add | PER22.1x FY20 |
06/28/19 | DBS Vickers | SGX | 7.95 | 7.05 | Hold | DDM, PER20x FY20 |
07/15/19 | phillip | SGX | 7.99 | 8.09 | Accumulate | PER21.4x |
08/01/19 | DMG & Partners | SGX | 7.92 | 8.1 | Neutral | PER23x FY20 |
08/01/19 | DBS Vickers | SGX | 7.92 | 8.3 | Buy | DDM |
08/02/19 | phillip | SGX | 7.78 | 8.09 | Accumulate | PER21x |
08/05/19 | CIMB | SGX | 7.98 | 8.1 | Hold | PER21.5x |
10/02/19 | phillip | SGX | 8.5 | 8.6 | Accumulate | PER22x |
10/02/19 | OCBC | SGX | 8.5 | 7.6 | Hold | |
10/09/19 | DMG & Partners | SGX | 8.4 | 8.1 | Neutral | PER23x FY20 |
10/25/19 | DMG & Partners | SGX | 8.28 | 8.3 | Neutral | PER23x FY20 |
10/25/19 | CIMB | SGX | 8.28 | 9 | Add | PER22.4x FY20 |
10/25/19 | OCBC | SGX | 8.28 | 8.6 | Hold | PER22x FY20 |
10/25/19 | DBS Vickers | SGX | 8.28 | 8.9 | Buy | DDM, PER21x FY20 |
11/25/19 | phillip | SGX | 8.97 | 8.6 | Neutral | PER22x |
Wednesday, December 11, 2019
SGX - Stock calls
Sembcorp Marine - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/10/19 | DIR | Sembcorp Marine | 1.62 | 1.62 | Hold | Cut from $1.78, PB1.8x FY19 |
01/22/19 | Amfrasers | Sembcorp Marine | 1.66 | 2.5 | Buy | |
02/01/19 | UOB Kay Hian | Sembcorp Marine | 1.6 | 1.83 | Hold | PB1.7x FY19, Buy @ $1.50 |
02/04/19 | DBS Vickers | Sembcorp Marine | 1.59 | 2.4 | Buy | PB2.1x FY19 |
02/21/19 | CIMB | Sembcorp Marine | 1.68 | 2.21 | Add | PB2x CY19 |
02/21/19 | OCBC | Sembcorp Marine | 1.68 | 1.77 | Hold | |
02/21/19 | phillip | Sembcorp Marine | 1.68 | 1.76 | Neutral | PB1.6x |
02/21/19 | Lim & Tan | Sembcorp Marine | 1.68 | 0 | Hold | |
02/26/19 | Amfrasers | Sembcorp Marine | 1.72 | 2.48 | Buy | |
04/09/19 | Amfrasers | Sembcorp Marine | 1.7 | 2.48 | Buy | |
04/09/19 | DBS Vickers | Sembcorp Marine | 1.7 | 2.4 | Buy | |
05/03/19 | CIMB | Sembcorp Marine | 1.69 | 2.21 | Add | PB2x |
05/06/19 | phillip | Sembcorp Marine | 1.67 | 1.76 | Neutral | PB1.6x |
05/06/19 | OCBC | Sembcorp Marine | 1.67 | 1.77 | Hold | |
05/06/19 | Amfrasers | Sembcorp Marine | 1.67 | 2.48 | Buy | |
05/06/19 | DBS Vickers | Sembcorp Marine | 1.67 | 2.4 | Buy | PB2.1x FY19 |
05/30/19 | OCBC | Sembcorp Marine | 1.45 | 1.6 | Hold | PB1.45x |
06/04/19 | DMG & Partners | Sembcorp Marine | 1.39 | 1.99 | Buy | PB1.8x FY20 |
07/03/19 | CIMB | Sembcorp Marine | 1.54 | 1.75 | Add | PB1.6x CY19 |
07/03/19 | OCBC | Sembcorp Marine | 1.54 | 1.6 | Hold | |
07/04/19 | Macquarie | Sembcorp Marine | 1.41 | 1.57 | Neutral | |
07/04/19 | DBS Vickers | Sembcorp Marine | 1.41 | 2.4 | Buy | |
07/31/19 | DBS Vickers | Sembcorp Marine | 1.36 | 1.9 | Buy | PB1.8x FY19 |
07/31/19 | Amfrasers | Sembcorp Marine | 1.36 | 1.59 | Neutral | PB1.6x FY19 |
07/31/19 | DMG & Partners | Sembcorp Marine | 1.36 | 1.8 | Buy | PB1.64x FY20 |
07/31/19 | CIMB | Sembcorp Marine | 1.36 | 1.16 | Reduce | PB1.1x |
07/31/19 | UOB Kay Hian | Sembcorp Marine | 1.36 | 1.32 | Hold | DCF, Buy @ $1.25 |
08/06/19 | Macquarie | Sembcorp Marine | 1.28 | 1.4 | Neutral | PB |
09/03/19 | UOB Kay Hian | Sembcorp Marine | 1.16 | 1.22 | Hold | Buy @ $1.10 |
09/03/19 | DMG & Partners | Sembcorp Marine | 1.16 | 1.63 | Buy | PB1.48x FY20 |
09/09/19 | CIMB | Sembcorp Marine | 1.19 | 1.26 | Hold | PB1.2x CY19 |
10/09/19 | CIMB | Sembcorp Marine | 1.2 | 1.26 | Hold | PB1.2x CY19 |
10/09/19 | OCBC | Sembcorp Marine | 1.2 | 1.29 | Hold | |
10/09/19 | DBS Vickers | Sembcorp Marine | 1.2 | 1.9 | Buy | |
10/25/19 | DBS Vickers | Sembcorp Marine | 1.4 | 1.45 | Hold | |
11/12/19 | UOB Kay Hian | Sembcorp Marine | 1.33 | 1.22 | Sell | |
11/13/19 | OCBC | Sembcorp Marine | 1.34 | 1.24 | Sell | |
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 |
11/15/19 | Macquarie | Sembcorp Marine | 1.28 | 1.4 | Neutral | DCF |
11/15/19 | DBS Vickers | Sembcorp Marine | 1.28 | 1.4 | Hold | PB1.3x FY20 |
Stock calls for 11 December 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
12/11/19 | DMG & Partners | Amara | 0.45 | 0.88 | Buy | |
12/11/19 | DMG & Partners | Breadtalk | 0.625 | 0.67 | Neutral | |
12/11/19 | Lim & Tan | City Developments | 10.54 | 0 | Buy | |
12/11/19 | DMG & Partners | Dairy Farm | 5.9 | 6.63 | Neutral | |
12/11/19 | DMG & Partners | Delfi | 1 | 1.68 | Buy | |
12/11/19 | DMG & Partners | Food Empire | 0.6 | 0.73 | Buy | |
12/11/19 | DMG & Partners | Genting | 0.915 | 0.97 | Neutral | |
12/11/19 | DMG & Partners | Japan Foods | 0.425 | 0.4 | Neutral | |
12/11/19 | DMG & Partners | Kimly | 0.245 | 0.24 | Neutral | |
12/11/19 | SAC Capital | Koufu | 0.765 | 0.87 | Buy | |
12/11/19 | DMG & Partners | Mindchamps | 0.46 | 0.87 | Buy | |
12/11/19 | DMG & Partners | Thai Beverage | 0.89 | 0.95 | Neutral | |
12/11/19 | UOB Kay Hian | Yangzijiang | 1.09 | 1.46 | Buy |
Tuesday, December 10, 2019
Sembcorp Industries - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/10/19 | DIR | Sembcorp Industries | 2.64 | 3.05 | Outperform | Sum of parts, cut from $3.26 |
01/15/19 | UOB Kay Hian | Sembcorp Industries | 2.63 | 3.2 | Buy | Sum of parts |
01/23/19 | CIMB | Sembcorp Industries | 2.69 | 3.49 | Add | |
02/01/19 | UOB Kay Hian | Sembcorp Industries | 2.59 | 3.2 | Buy | |
02/04/19 | DBS Vickers | Sembcorp Industries | 2.58 | 3.7 | Buy | |
02/21/19 | Lim & Tan | Sembcorp Industries | 2.66 | 0 | Hold | |
02/25/19 | DBS Vickers | Sembcorp Industries | 2.67 | 3.9 | Buy | RNAV (10% discount), PB1x |
03/13/19 | UOB Kay Hian | Sembcorp Industries | 2.57 | 2.8 | Hold | Sum of parts, Buy @ $2.35 |
03/18/19 | Lim & Tan | Sembcorp Industries | 2.52 | 0 | Hold | |
04/09/19 | DBS Vickers | Sembcorp Industries | 2.75 | 3.9 | Buy | |
05/16/19 | OCBC | Sembcorp Industries | 2.54 | 3.13 | Buy | Sum of parts |
05/16/19 | DBS Vickers | Sembcorp Industries | 2.54 | 3.9 | Buy | Sum of parts, PB1x |
05/16/19 | CIMB | Sembcorp Industries | 2.54 | 3.41 | Add | Sum of parts |
05/17/19 | phillip | Sembcorp Industries | 2.55 | 3.75 | Buy | Sum of parts |
06/04/19 | OCBC | Sembcorp Industries | 2.38 | 3.03 | Buy | Sum of parts |
07/03/19 | OCBC | Sembcorp Industries | 2.47 | 3.03 | Buy | |
07/04/19 | Macquarie | Sembcorp Industries | 2.41 | 2.84 | Outperform | |
08/15/19 | CIMB | Sembcorp Industries | 2.26 | 2.83 | Add | Sum of parts |
08/15/19 | UOB Kay Hian | Sembcorp Industries | 2.26 | 2.34 | Hold | |
08/16/19 | DBS Vickers | Sembcorp Industries | 2.26 | 3.2 | Buy | Sum of parts (10% discount), PER16x FY19, PB0.8x FY19 |
09/12/19 | DBS Vickers | Sembcorp Industries | 2.21 | 3.2 | Buy | Sum of parts (10% discount), PER16x FY19, PB0.8x FY19 |
09/12/19 | Lim & Tan | Sembcorp Industries | 2.21 | 0 | Buy | |
09/18/19 | DMG & Partners | Sembcorp Industries | 2.22 | 2.68 | Buy | Sum of parts, PER9.9x FY20 |
09/18/19 | OCBC | Sembcorp Industries | 2.22 | 2.79 | Buy | |
10/07/19 | UOB Kay Hian | Sembcorp Industries | 2.06 | 2.22 | Hold | Buy @ $2 |
10/08/19 | CIMB | Sembcorp Industries | 2.08 | 2.83 | Add | Sum of parts |
10/09/19 | DBS Vickers | Sembcorp Industries | 2.11 | 3.2 | Buy | |
10/25/19 | DBS Vickers | Sembcorp Industries | 2.28 | 2.9 | 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 |
11/18/19 | UOB Kay Hian | Sembcorp Industries | 2.26 | 2.19 | Hold | Buy @ $2 |
11/18/19 | DBS Vickers | Sembcorp Industries | 2.26 | 2.9 | Buy | RNAV (10% discount), PB0.7x |
SATS - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/04/19 | UOB Kay Hian | SATS | 4.59 | 5.6 | Buy | |
01/11/19 | OCBC | SATS | 4.94 | 5.23 | Hold | DCF |
02/08/19 | UOB Kay Hian | SATS | 4.8 | 5.6 | Buy | |
02/14/19 | phillip | SATS | 4.98 | 5.47 | Accumulate | DCF, PER24.6x FY19 |
02/14/19 | OCBC | SATS | 4.98 | 5.23 | Hold | |
02/14/19 | CIMB | SATS | 4.98 | 5.46 | Add | PER20.3x |
02/14/19 | Lim & Tan | SATS | 4.98 | 0 | Hold | |
02/14/19 | DBS Vickers | SATS | 4.98 | 5.59 | Buy | DCF & PER22x FY19 |
02/14/19 | Kim Eng | SATS | 4.98 | 5.8 | Buy | |
02/15/19 | Citi Research | SATS | 5.08 | 6 | Buy | |
03/26/19 | UOB Kay Hian | SATS | 5.06 | 5.6 | Buy | |
04/15/19 | Kim Eng | SATS | 5.31 | 5.8 | Buy | |
05/13/19 | UOB Kay Hian | SATS | 5.27 | 5.6 | Buy | |
05/17/19 | OCBC | SATS | 5.22 | 5.35 | Hold | |
05/21/19 | phillip | SATS | 5.08 | 5.47 | Accumulate | DCF, PER24x FY19 |
05/21/19 | UOB Kay Hian | SATS | 5.08 | 5.05 | Hold | Buy @ 4.60 |
05/21/19 | DBS Vickers | SATS | 5.08 | 5.44 | Buy | DCF & PER22x FY20 |
06/03/19 | UOB Kay Hian | SATS | 5.07 | 5.05 | Hold | Buy @ $4.70 |
06/06/19 | DBS Vickers | SATS | 5.04 | 5.44 | Buy | |
06/12/19 | Kim Eng | SATS | 5.04 | 6.1 | Buy | DCF |
06/17/19 | CIMB | SATS | 5.14 | 5.4 | Add | PER21.9x CY20 |
07/05/19 | Kim Eng | SATS | 5.36 | 6.1 | Buy | DCF |
07/15/19 | UOB Kay Hian | SATS | 5.37 | 5.05 | Sell | |
07/19/19 | UOB Kay Hian | SATS | 5.32 | 4.8 | Sell | |
07/19/19 | DBS Vickers | SATS | 5.32 | 5 | Hold | DCF |
07/19/19 | CIMB | SATS | 5.32 | 5.4 | Hold | PER21.9x CY20 |
07/22/19 | OCBC | SATS | 5 | 5.28 | Hold | FCFF |
07/22/19 | phillip | SATS | 5 | 5.47 | Accumulate | |
07/22/19 | Lim & Tan | SATS | 5 | 0 | Hold | |
09/20/19 | Kim Eng | SATS | 4.78 | 6.1 | Buy | |
10/15/19 | UOB Kay Hian | SATS | 4.82 | 5.3 | Buy | DCF |
11/13/19 | UOB Kay Hian | SATS | 5.09 | 5.3 | Buy | |
11/14/19 | DBS Vickers | SATS | 4.99 | 5.06 | Hold | DCF & PER22x FY21 |
11/19/19 | phillip | SATS | 5.07 | 5.36 | Accumulate | DCF, PER23.3x FY19 |
11/19/19 | OCBC | SATS | 5.07 | 5.28 | Hold | |
11/25/19 | Kim Eng | SATS | 5.06 | 6.1 | Buy |
Sasseur - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/20/19 | Kim Eng | Sasseur | 0.74 | 0.9 | Buy | DDM |
02/20/19 | DBS Vickers | Sasseur | 0.74 | 0.97 | Buy | DCF |
04/03/19 | CIMB | Sasseur | 0.78 | 0.92 | Add | |
06/25/19 | Kim Eng | Sasseur | 0.79 | 0.9 | Buy | |
08/08/19 | DBS Vickers | Sasseur | 0.8 | 0.97 | Buy | DCF |
08/13/19 | CIMB | Sasseur | 0.805 | 0.94 | Add | DDM |
10/30/19 | UOB Kay Hian | Sasseur | 0.8 | 0.97 | Buy | DDM |
11/18/19 | Kim Eng | Sasseur | 0.845 | 1 | Buy | DDM |
11/18/19 | UOB Kay Hian | Sasseur | 0.845 | 0.97 | Buy | |
11/18/19 | DBS Vickers | Sasseur | 0.845 | 0.97 | Buy | |
11/20/19 | CIMB | Sasseur | 0.85 | 0.94 | Add |
Stock calls for 10 December 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
12/10/19 | DMG & Partners | A-Reit | 3.03 | 3 | Neutral | |
12/10/19 | DBS Vickers | AEM | 1.91 | 2.38 | Buy | PER12.1x FY20 |
12/10/19 | DMG & Partners | Avi-Tech | 0.4 | 0.44 | Buy | DCF |
12/10/19 | DBS Vickers | Bumitama | 0.725 | 0.81 | Buy | DCF |
12/10/19 | DMG & Partners | Cache Logistics | 0.72 | 0.8 | Buy | |
12/10/19 | DMG & Partners | CapitaCommercial | 2 | 1.98 | Neutral | |
12/10/19 | DMG & Partners | Capitamall Trust | 2.52 | 2.38 | Neutral | |
12/10/19 | DMG & Partners | CDL Hospitality | 1.63 | 1.78 | Buy | |
12/10/19 | DMG & Partners | CSE Global | 0.535 | 0.69 | buy | |
12/10/19 | DMG & Partners | EC World Reit | 0.765 | 0.82 | Buy | |
12/10/19 | DMG & Partners | ESR-Reit | 0.545 | 0.6 | Buy | |
12/10/19 | DBS Vickers | First Resources | 1.83 | 2.1 | Buy | DCF |
12/10/19 | DMG & Partners | Frasers Centrepoint Trust | 2.74 | 2.55 | Neutral | |
12/10/19 | DMG & Partners | Frencken | 0.94 | 0.92 | Neutral | DCF |
12/10/19 | DMG & Partners | Fu Yu | 0.25 | 0.27 | Buy | DCF |
12/10/19 | DBS Vickers | Indofood Agri | 0.33 | 0.29 | Hold | |
12/10/19 | DMG & Partners | Keppel Pacific | 0.775 | 0.88 | Buy | |
12/10/19 | DMG & Partners | Keppel Reit | 1.25 | 1.23 | Neutral | |
12/10/19 | DMG & Partners | Manulife US Reit | 1.02 | 1 | Buy | |
12/10/19 | DMG & Partners | Sheng Siong | 1.24 | 1.39 | Buy | DCF |
12/10/19 | DMG & Partners | Silverlake | 0.41 | 0.46 | Neutral | |
12/10/19 | DMG & Partners | Starhill | 0.725 | 0.8 | Neutral | |
12/10/19 | DMG & Partners | Suntec Reit | 1.84 | 2.08 | Buy | |
12/10/19 | DMG & Partners | Valuetronics | 0.785 | 0.81 | Buy | |
12/10/19 | DMG & Partners | Venture | 15.76 | 16.3 | Neutral | |
12/10/19 | UOB Kay Hian | Wilmar | 4.1 | 4.75 | Buy | |
12/10/19 | DBS Vickers | Wilmar | 4.1 | 4.6 | Buy | Sum of parts, PER17.6x FY20 |
Will the US FED cut its rates in December?
http://sg-stock.blogspot.com/2019/10/the-us-fed-will-cut-rates-again-in.html
I believe my readers are very familiar with my methodology already. Therefore, I'll just post the 4 interest rates for my readers.
Iorr: 1.55% (falling), Max limit is 1.75% as set by the US FED.
Effr: 1.55% (falling)
Ioer: 1.55% (falling)
On RRP: 1.45% (falling), Min limit is 1.5% as set by the US FED.
Effr: 1.55%
Ioer: 1.55%
The Effr-Ioer spread is zero which means there is no monetary tightening condition. However, the On RRP (1.45%) is below the minimum limit set by the US FED and the other rates are still falling. The On RRP is lower than the set limit because of the repo market intervention.
I believe my readers are very familiar with my methodology already. Therefore, I'll just post the 4 interest rates for my readers.
Iorr: 1.55% (falling), Max limit is 1.75% as set by the US FED.
Effr: 1.55% (falling)
Ioer: 1.55% (falling)
On RRP: 1.45% (falling), Min limit is 1.5% as set by the US FED.
Effr: 1.55%
Ioer: 1.55%
The Effr-Ioer spread is zero which means there is no monetary tightening condition. However, the On RRP (1.45%) is below the minimum limit set by the US FED and the other rates are still falling. The On RRP is lower than the set limit because of the repo market intervention.
UK police brutality almost killed a protestor.
https://sg.news.yahoo.com/excruciating-pain-student-protester-describes-233029884.html
Why was the UK using police brutality against its protestors while supporting the HK protestors against HK police brutality?
We stand with UK protestors.....Fight for democracy and condemn UK police brutality!
Why was the UK using police brutality against its protestors while supporting the HK protestors against HK police brutality?
We stand with UK protestors.....Fight for democracy and condemn UK police brutality!
Monday, December 9, 2019
Sanli Env - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
05/06/19 | Tayrona | Sanli Env | 0.18 | 0.234 | Overweight |
Sabana - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
09/12/19 | DBS Vickers | Sabana | 0.455 | 0.48 | Hold | DCF |
10/25/19 | DBS Vickers | Sabana | 0.455 | 0.48 | Hold | DCF |
Roxy-Pacific - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/17/19 | DBS Vickers | Roxy-Pacific | 0.405 | 0.39 | Hold | |
02/25/19 | OCBC | Roxy-Pacific | 0.415 | 0.41 | Hold | |
04/17/19 | OCBC | Roxy-Pacific | 0.4 | 0.41 | Hold | |
05/09/19 | OCBC | Roxy-Pacific | 0.405 | 0.41 | Hold | |
05/10/19 | DBS Vickers | Roxy-Pacific | 0.405 | 0.39 | Hold | RNAV (55% discount) |
07/15/19 | OCBC | Roxy-Pacific | 0.385 | 0.41 | Hold | |
08/05/19 | DBS Vickers | Roxy-Pacific | 0.39 | 0.39 | Hold | RNAV (55% discount) |
Stock calls for 9 December 2019
Date | Analyst | Company | Last | Target | Call | Valuation |
12/09/19 | DMG & Partners | Bumitama | 0.73 | 0.8 | Buy | PER18x FY20 |
12/09/19 | Lim & Tan | CSE Global | 0.525 | 0 | Buy | |
12/09/19 | OCBC | Mapletree North Asia | 1.18 | 1.36 | Buy | |
12/09/19 | UOB Kay Hian | Singtel | 3.43 | 3.32 | Hold | DCF, Buy @ $3 |
The US lackeys spent money to organize HK protests again.
https://www.theedgesingapore.com/news/hong-kong-protests/biggest-hong-kong-protest-months-signals-more-unrest-2020
I wonder how much the US lackeys had spent on organizing the latest large scale HK protest. It was pretty obvious that the HK protestors won't protest without getting paid and we could see that from those failed protests.
http://sg-stock.blogspot.com/2019/12/the-hk-rioters-cannot-organize-large.html
HK is in a recession already and more retrenchments will come in 2020 if this continues. The ordinary citizens will have to repent and regret not standing up against these protests when the day of reckoning comes. Let's see how ordinary HK citizens will react when they cannot pay their rentals and installments after losing their jobs and businesses.
I wonder how much the US lackeys had spent on organizing the latest large scale HK protest. It was pretty obvious that the HK protestors won't protest without getting paid and we could see that from those failed protests.
http://sg-stock.blogspot.com/2019/12/the-hk-rioters-cannot-organize-large.html
HK is in a recession already and more retrenchments will come in 2020 if this continues. The ordinary citizens will have to repent and regret not standing up against these protests when the day of reckoning comes. Let's see how ordinary HK citizens will react when they cannot pay their rentals and installments after losing their jobs and businesses.
The fissure between the US and China is getting bigger. - Part 2
https://sg.news.yahoo.com/hong-kong-amcham-chairman-president-000407065.html
HK AmCham chairman and the president are getting travel restrictions in China.
https://sg.news.yahoo.com/china-tells-government-offices-remove-000103619.html
The de-americanization in China's economy is spreading from the manufacturing industry to the government sector now. Many USA businesses will be affected since China will shift to an open-sourced system. I hope that China will adopt Linux as the mainstream operating system for its IT infrastructure because I'm an Ubuntu user. Heehee! This is the best opportunity for Linux to gain market share in China.
http://sg-stock.blogspot.com/2019/11/the-fissure-between-us-and-china-is.html
HK AmCham chairman and the president are getting travel restrictions in China.
https://sg.news.yahoo.com/china-tells-government-offices-remove-000103619.html
The de-americanization in China's economy is spreading from the manufacturing industry to the government sector now. Many USA businesses will be affected since China will shift to an open-sourced system. I hope that China will adopt Linux as the mainstream operating system for its IT infrastructure because I'm an Ubuntu user. Heehee! This is the best opportunity for Linux to gain market share in China.
http://sg-stock.blogspot.com/2019/11/the-fissure-between-us-and-china-is.html
Saturday, December 7, 2019
Baltic dry index - 1558
Today, Friday, December 06 2019, the Baltic Dry Index decreased by 17 points, reaching 1558 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 stock: Sembcorp Marine, Cosco & Pan ocean.
Friday, December 6, 2019
Riverstone - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/27/19 | CIMB | Riverstone | 1.1 | 1.22 | Add | PER16.7x FY20 |
02/27/19 | DBS Vickers | Riverstone | 1.1 | 1.19 | Hold | PER16x FY19 |
05/14/19 | CIMB | Riverstone | 0.995 | 1.22 | Add | PER16.5x FY20 |
05/16/19 | DBS Vickers | Riverstone | 0.975 | 1.03 | Hold | PER16.8x FY19/20 |
08/13/19 | DBS Vickers | Riverstone | 0.9 | 1.16 | Buy | PER14.5x FY20 |
11/11/19 | CIMB | Riverstone | 0.985 | 1.25 | Add | |
11/11/19 | DBS Vickers | Riverstone | 0.985 | 1.16 | Buy | PER14.5x FY20 |
Raffles Medical - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/23/19 | phillip | Raffles Medical | 1.11 | 1.16 | Accumulate | |
02/20/19 | UOB Kay Hian | Raffles Medical | 1.12 | 1.3 | Buy | DCF |
02/26/19 | DMG & Partners | Raffles Medical | 1.12 | 1.02 | Neutral | DCF |
02/26/19 | OCBC | Raffles Medical | 1.12 | 1.25 | Buy | |
02/26/19 | DBS Vickers | Raffles Medical | 1.12 | 1.12 | Hold | Sum of parts, PER27x FY18/19 |
02/26/19 | phillip | Raffles Medical | 1.12 | 1.09 | Neutral | DCF |
04/30/19 | DMG & Partners | Raffles Medical | 1.07 | 1.02 | Neutral | |
05/02/19 | phillip | Raffles Medical | 1.08 | 1.09 | Neutral | DCF |
05/02/19 | DBS Vickers | Raffles Medical | 1.08 | 1.12 | Hold | Sum of parts |
05/14/19 | Kim Eng | Raffles Medical | 1.02 | 1.13 | Hold | DCF |
06/12/19 | CIMB | Raffles Medical | 1.02 | 1.1 | Hold | |
07/30/19 | UOB Kay Hian | Raffles Medical | 1.03 | 1.27 | Buy | DCF |
07/30/19 | DMG & Partners | Raffles Medical | 1.03 | 1.02 | Neutral | |
07/30/19 | DBS Vickers | Raffles Medical | 1.03 | 1.12 | Hold | Sum of parts |
07/31/19 | phillip | Raffles Medical | 1.04 | 1.09 | Neutral | DCF |
07/31/19 | Kim Eng | Raffles Medical | 1.04 | 1.05 | Hold | DCF |
07/31/19 | OCBC | Raffles Medical | 1.04 | 1.06 | Hold | |
10/30/19 | DMG & Partners | Raffles Medical | 1 | 1.02 | Neutral | DCF |
10/30/19 | CIMB | Raffles Medical | 1 | 1.16 | Add | Sum of parts |
10/30/19 | UOB Kay Hian | Raffles Medical | 1 | 1.27 | Buy | DCF |
10/30/19 | DBS Vickers | Raffles Medical | 1 | 1.12 | Hold | |
11/05/19 | phillip | Raffles Medical | 1 | 1.05 | Neutral | DCF |
11/05/19 | Kim Eng | Raffles Medical | 1 | 1.07 | Hold | DCF |
11/05/19 | OCBC | Raffles Medical | 1 | 1.02 | Hold |
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