| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/02/19 | DMG & Partners | Manulife US Reit | 0.77 | 0.92 | Buy | |
| 01/02/19 | DBS Vickers | Manulife US Reit | 0.77 | 0.88 | Buy | DCF |
| 02/12/19 | Lim & Tan | Manulife US Reit | 0.855 | 0 | Hold | |
| 02/12/19 | DMG & Partners | Manulife US Reit | 0.855 | 0.94 | Buy | DDM |
| 02/12/19 | DBS Vickers | Manulife US Reit | 0.855 | 0.92 | Buy | DCF |
| 02/26/19 | Amfrasers | Manulife US Reit | 0.835 | 0.95 | Buy | |
| 03/13/19 | DMG & Partners | Manulife US Reit | 0.85 | 0.94 | Buy | |
| 03/25/19 | Kim Eng | Manulife US Reit | 0.865 | 1 | Buy | DDM |
| 04/25/19 | Lim & Tan | Manulife US Reit | 0.87 | 0 | Hold | |
| 04/26/19 | DMG & Partners | Manulife US Reit | 0.865 | 0.94 | Buy | DDM |
| 04/26/19 | DBS Vickers | Manulife US Reit | 0.865 | 0.92 | Buy | |
| 04/26/19 | Kim Eng | Manulife US Reit | 0.865 | 1 | Buy | DDM |
| 04/30/19 | Amfrasers | Manulife US Reit | 0.88 | 0.97 | Buy | DDM |
| 05/02/19 | DMG & Partners | Manulife US Reit | 0.87 | 0.96 | Buy | DDM |
| 05/29/19 | Kim Eng | Manulife US Reit | 0.86 | 1 | Buy | DDM |
| 06/06/19 | DMG & Partners | Manulife US Reit | 0.845 | 0.96 | Buy | |
| 06/17/19 | DBS Vickers | Manulife US Reit | 0.87 | 1 | Buy | DDM |
| 06/25/19 | Kim Eng | Manulife US Reit | 0.865 | 1 | Buy | |
| 07/04/19 | DMG & Partners | Manulife US Reit | 0.88 | 0.96 | Buy | |
| 07/12/19 | DMG & Partners | Manulife US Reit | 0.875 | 0.98 | Buy | DDM |
| 08/15/19 | Amfrasers | Manulife US Reit | 0.89 | 0.98 | outperform | |
| 08/15/19 | DMG & Partners | Manulife US Reit | 0.89 | 0.98 | Buy | DDM |
| 08/19/19 | Kim Eng | Manulife US Reit | 0.89 | 1 | Buy | DDM |
| 08/23/19 | DBS Vickers | Manulife US Reit | 0.895 | 1.1 | Buy | DCF |
| 09/11/19 | DMG & Partners | Manulife US Reit | 0.915 | 0.98 | Buy | |
| 09/20/19 | Kim Eng | Manulife US Reit | 0.91 | 1.05 | Buy | DDM |
| 09/20/19 | DMG & Partners | Manulife US Reit | 0.91 | 1 | Buy | DDM |
| 09/20/19 | Amfrasers | Manulife US Reit | 0.91 | 1.01 | outperform | |
| 10/02/19 | DMG & Partners | Manulife US Reit | 0.895 | 1 | Buy | |
| 10/11/19 | DBS Vickers | Manulife US Reit | 0.905 | 1.1 | Buy | DCF |
| 11/01/19 | CIMB | Manulife US Reit | 0.915 | 1.12 | Add | DDM |
| 11/05/19 | DMG & Partners | Manulife US Reit | 0.92 | 1 | Buy | DDM |
| 11/05/19 | DBS Vickers | Manulife US Reit | 0.92 | 1.1 | Buy | |
| 11/05/19 | Kim Eng | Manulife US Reit | 0.92 | 1.05 | Buy | |
| 12/02/19 | Amfrasers | Manulife US Reit | 0.965 | 1.03 | outperform | |
| 12/10/19 | DMG & Partners | Manulife US Reit | 1.02 | 1 | Buy | |
| 12/13/19 | DMG & Partners | Manulife US Reit | 1 | 1.1 | Buy | DDM |
| 01/08/20 | DMG & Partners | Manulife US Reit | 0.99 | 1.1 | Buy | |
| 02/06/20 | DMG & Partners | Manulife US Reit | 1.04 | 1.12 | Buy | DDM |
| 02/06/20 | DBS Vickers | Manulife US Reit | 1.04 | 1.15 | Buy | DCF |
| 02/06/20 | Lim & Tan | Manulife US Reit | 1.04 | 0 | Hold | |
| 02/07/20 | CIMB | Manulife US Reit | 1.07 | 1.13 | Add | DDM |
| 02/07/20 | Kim Eng | Manulife US Reit | 1.07 | 1.15 | Buy | DDM |
| 02/11/20 | Amfrasers | Manulife US Reit | 1.05 | 1.11 | Neutral |
Monday, February 24, 2020
Manulife US Reit - Stock calls
Lippo Malls - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 02/21/20 | CIMB | Lippo Malls | 0.235 | 0.24 | Hold | DDM |
Stock calls for 24 February 2020
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 02/24/20 | Amfrasers | Comfortdelgro | 2.02 | 2.28 | Outperform | PER17.5x FY20 |
| 02/24/20 | phillip | OCBC | 11.02 | 12.1 | Accumulate | GGM, PB1.11x FY20 |
| 02/24/20 | DMG & Partners | OCBC | 11.02 | 11.2 | Neutral | GGM, PB1.03x FY20 |
| 02/24/20 | UOB Kay Hian | OCBC | 11.02 | 12.68 | Buy | |
| 02/24/20 | DBS Vickers | Sasseur | 0.815 | 0.93 | Buy | DCF |
| 02/24/20 | Kim Eng | Sasseur | 0.815 | 0.95 | Buy | |
| 02/24/20 | DMG & Partners | Sembcorp Industries | 2.01 | 2.33 | Buy | Sum of parts, PER10x FY20 |
| 02/24/20 | phillip | Sheng Siong | 1.29 | 1.41 | Accumulate | PER25x FY20 |
| 02/24/20 | DMG & Partners | Sheng Siong | 1.29 | 1.42 | Buy | DCF & PER22x |
| 02/24/20 | DBS Vickers | Sheng Siong | 1.29 | 1.45 | Buy | PER25x FY20 |
| 02/24/20 | Lim & Tan | ST Engineering | 4.24 | 0 | Hold | |
| 02/24/20 | Phillip | Starhub | 1.52 | 1.7 | Accumlate | EV/Ebitda6.5x FY20 |
| 02/24/20 | phillip | UOB | 25.68 | 27.8 | Accumulate | GGM, PB1.2x FY20 |
| 02/24/20 | DMG & Partners | UOB | 25.68 | 25.2 | Neutral | GGM, PB1.07x FY20 |
| 02/24/20 | DBS Vickers | UOB | 25.68 | 27.2 | Buy | GGM, PB1.1x FY20 |
| 02/24/20 | DMG & Partners | Venture | 16.77 | 19.3 | Buy | PER15x FY20 |
| 02/24/20 | UOB Kay Hian | Venture | 16.77 | 19.62 | Buy | |
| 02/24/20 | UOB Kay Hian | Wilmar | 4.11 | 4.6 | Buy | |
| 02/24/20 | DBS Vickers | Wilmar | 4.11 | 4.6 | Buy | Sum of parts, PER17.1x FY20 |
Italy has fallen!
Italy is having a major virus outbreak now!
Italy will be severely affected by this outbreak because it is already facing a recession. Furthermore, its government doesn't have a strong resolution like China to contain the outbreak.
Saturday, February 22, 2020
The global semiconductor industry will be impacted by the virus outbreak in Japan & South Korea.
It is pretty obvious that Japan and South Korea have an uncontrollable virus outbreak.
This outbreak will impact the semiconductor and memory (dram) chips sectors since these 2 countries are major players in the global technology industry.
Many global technology firms will be impacted by the shutdowns of semiconductor firms in Japan and South Korea.
Baltic dry index - 465
Today, Wednesday, February 19 2020, the Baltic Dry Index climbed by 15 points, reaching 465 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, February 21, 2020
What's wrong with Haidilao?
https://sg.finance.yahoo.com/news/chinas-citic-aibank-lend-haidilao-043207731.html
Haidilao has about 550 outlets in China and almost all the outlets are closed because of the virus outbreak.
The daily loss is around RMB$80m for all the outlet closures.
As long as the virus outbreak is not contained, taking on more debts will not resolve Haidilao's operational problems. There is nothing Haidilao can do when there is no customer.
Haidilao has about 550 outlets in China and almost all the outlets are closed because of the virus outbreak.
The daily loss is around RMB$80m for all the outlet closures.
As long as the virus outbreak is not contained, taking on more debts will not resolve Haidilao's operational problems. There is nothing Haidilao can do when there is no customer.
Lian Beng - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/16/19 | Lim & Tan | Lian Beng | 0.515 | 0 | Buy on weakness | |
| 01/14/20 | Lim & Tan | Lian Beng | 0.525 | 0 | Buy |
Lendlease Reit - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 10/15/19 | DIR | Lendlease Reit | 0.94 | 1.01 | outperform | |
| 12/06/19 | DBS Vickers | Lendlease Reit | 0.92 | 1.05 | Buy | DCF |
| 02/12/20 | DBS Vickers | Lendlease Reit | 0.91 | 1.05 | Buy |
KSH - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 02/15/19 | OCBC | KSH | 0.52 | 0.81 | Buy | |
| 04/17/19 | OCBC | KSH | 0.535 | 0.81 | Buy | |
| 05/31/19 | Lim & Tan | KSH | 0.45 | 0 | Buy | |
| 06/03/19 | OCBC | KSH | 0.45 | 0 | Cease coverage | |
| 11/12/19 | Lim & Tan | KSH | 0.465 | 0 | Buy | |
| 01/28/20 | Lim & Tan | KSH | 0.415 | 0 | Buy on weakness |
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