Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
09/08/09 DBS Vickers Chartered 2.66 2.68 Accept Offer PB2.5x
09/08/09 DMG & Partners Chartered 2.66 3.14 Buy PB1.3x
10/23/09 DMG & Partners Chartered 2.63 2.68 Neutral PB1.1x
09/22/09 Lim & Tan Chartered 2.58 0 Accept Offer
09/08/09 OCBC Chartered 2.59 2.44 Accept Offer NTA
11/19/09 OCBC Chartered 2.65 0 Accept Offer
Thursday, August 12, 2010
Wednesday, August 11, 2010
Transpac - Buy call from DMG
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
12/08/09 DMG & Partners Transpac 1.95 2.28 Buy Sum of parts
12/08/09 DMG & Partners Transpac 1.95 2.28 Buy Sum of parts
Hisaka - Buy call from CIMB
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
05/04/10 CIMB Hisaka 0.28 0.35 Outperform PER6.7x
05/04/10 CIMB Hisaka 0.28 0.35 Outperform PER6.7x
Tuesday, August 10, 2010
Ntegrator - Under review by CIMB
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
09/02/09 CIMB Ntegrator 0.055 0.04 Hold Under Review
09/02/09 CIMB Ntegrator 0.055 0.04 Hold Under Review
OUE - CIMB loves this stock!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
07/15/10 CIMB OUE 2.51 3.04 Outperform RNAV (15% discount)
07/15/10 CIMB OUE 2.51 3.04 Outperform RNAV (15% discount)
Samudera - No longer a good shipping stock?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
08/26/09 DBS Vickers Samudera 0.26 0.3 Hold PB0.5x
08/26/09 DBS Vickers Samudera 0.26 0.3 Hold PB0.5x
Sarin - Nobody likes diamond?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
08/28/09 SIAS Research Sarin 0.42 0.415 Hold Sum of parts
08/28/09 SIAS Research Sarin 0.42 0.415 Hold Sum of parts
Saturday, August 7, 2010
Saizen - Hold call from NetResearch
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
09/02/09 NetResearch Saizen 0.155 0.175 Hold DDM (30% discount)
09/02/09 NetResearch Saizen 0.155 0.175 Hold DDM (30% discount)
Santak - Hold call from DBS Vickers
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
09/03/09 DBS Vickers Santak 0.16 0.14 hold PER8x
09/03/09 DBS Vickers Santak 0.16 0.14 hold PER8x
Friday, August 6, 2010
Renewable Energy - This is the IN thing now! Buy!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
08/06/10 DMG & Partners Renewable Energy 0.35 0.46 Buy Sum of parts
08/06/10 DMG & Partners Renewable Energy 0.35 0.46 Buy Sum of parts
Tat Seng - Buy calls from SIAS & NetResearch
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
08/24/09 NetResearch Tat Seng 0.185 0.245 Buy PB0.7x
09/18/09 SIAS Research Tat Seng 0.19 0.21 Buy RNAV (40% discount)
08/24/09 NetResearch Tat Seng 0.185 0.245 Buy PB0.7x
09/18/09 SIAS Research Tat Seng 0.19 0.21 Buy RNAV (40% discount)
Thursday, August 5, 2010
Sunpower - A stock with power?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
09/29/09 SIAS Research Sunpower 0.235 0.305 Buy PER9.5x
09/29/09 SIAS Research Sunpower 0.235 0.305 Buy PER9.5x
Yong Xin - Phillip loves this stock!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/04/10 phillip Yong Xin 0.165 0.29 Buy DCF, PER6.6x
03/09/10 phillip Yong Xin 0.175 0.29 Buy
02/04/10 phillip Yong Xin 0.165 0.29 Buy DCF, PER6.6x
03/09/10 phillip Yong Xin 0.175 0.29 Buy
Wednesday, August 4, 2010
Biosensors - Only OCBC supported this stock!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
09/09/09 OCBC Biosensors 0.6 0.74 Buy DCF
09/09/09 OCBC Biosensors 0.6 0.74 Buy DCF
Tuesday, August 3, 2010
Techcomp - Buy call from Westcomb
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/18/10 Westcomb Techcomp 0.475 0.94 Buy PER10x
03/18/10 Westcomb Techcomp 0.475 0.94 Buy PER10x
Sky One - Hold call from SIAS Research
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
09/10/09 SIAS Research Sky One 0.075 0.05 Hold BV (10% discount)
09/10/09 SIAS Research Sky One 0.075 0.05 Hold BV (10% discount)
Asia Tiger - A tiger or a pussy cat?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
12/03/09 DMG & Partners Asia Tiger 0.345 0.435 Buy Sum of parts
12/03/09 DMG & Partners Asia Tiger 0.345 0.435 Buy Sum of parts
Nam Lee - Buy call from SIAS Research
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
10/10/09 SIAS Research Nam Lee 0.305 0.355 Buy PER17.8x
10/10/09 SIAS Research Nam Lee 0.305 0.355 Buy PER17.8x
Megachem - Hold call from DBS Vickers
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
10/12/09 DBS Vickers Megachem 0.19 0.23 Hold P/NTA 0.9x
10/12/09 DBS Vickers Megachem 0.19 0.23 Hold P/NTA 0.9x
Monday, August 2, 2010
Z-Obee - Hold call from OCBC
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
08/24/09 OCBC Z-Obee 0.12 0.07 Hold PER7x
08/24/09 OCBC Z-Obee 0.12 0.07 Hold PER7x
Funds are leaving Singapore stock market?
The chart dated 30/07/10 above shows that funds are leaving Singapore stock market as indicated by the blue line which is usually a harbinger of the stock movements in the future.
Saturday, July 31, 2010
Funds seem to be leaving Hong Kong stock market.
The chart dated 31/07/10 above seems to indicate that there is an outflow of funds from the Hong Kong stock market as indicated by the blue line. This can only show that Hang Seng Index is beginning to fall soon as the average trading volume is usually a harbinger of the index movement in the future.
World economy won't be doing well. Stock markets may crash!
US latest quarter economic growth is only 2.4% compared to its previous quarter of 3.7%. Spain's unemployment is slightly above 20%, more than US during the financial crisis. EU constitutes 30% of world trade and is expected to fall significantly. US constitutes 23% of world trade and is also expected to fall significantly. China constitutes 13% of world trade and is under going fat trimming programmes. Asia stock markets are overbought as funds shifted to Asia. We are in the darkest moment of our lives now and daylight is not within sight. God bless us all!
Friday, July 30, 2010
Changjiang Fertiliser - Buy call from Lim & Tan
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
10/22/09 Lim & Tan Changjiang Fertiliser 0.29 0 Buy
10/22/09 Lim & Tan Changjiang Fertiliser 0.29 0 Buy
ASTI - No coverage for 2010 or not a good stock?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
08/18/09 NetResearch ASTI 0.085 0.11 Buy PB0.8x
09/18/09 SIAS Research ASTI 0.095 0.1 Hold PB0.7x
08/18/09 NetResearch ASTI 0.085 0.11 Buy PB0.8x
09/18/09 SIAS Research ASTI 0.095 0.1 Hold PB0.7x
Thursday, July 29, 2010
Singapore stock market is going to fall!
The chart dated 29/07/2010 above shows that Singapore stock market is overbought and will fall soon. The MACD is super bearish, RSI is in the overbought territory and stochastic has crossed over to be on its way down. Asia market is overbought now.
Hong Kong Stock Market (Hang Send Index) is overbought!
The chart dated 29/07/2010 above shows that Hong Kong stock market is going to fall soon. The MACD is bearish, fast stochastic has crossed over to the negative side, slow stochastic has also crossed over to show mid-term bearishness. The asia market is overbought!
Dow Jones Industrial Average - Technical chart shows that US market is going to fall!
The chart dated 29/07/2010 shows that US market is going for a fall ahead. The MACD is showing bearishness, fast stochastic has crossed over to the negative side and slow stochastic has also crossed over which shows mid-term bearishness.
Wednesday, July 28, 2010
Asia Pacific Strategic - Not a strategic stock at all?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
09/02/09 NetResearch Asia Pacific Strategic 0.17 0.17 Hold PB3x
09/02/09 NetResearch Asia Pacific Strategic 0.17 0.17 Hold PB3x
Ascendas India Trust - A good time to invest in india?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/04/10 DBS Vickers Ascendas India Trust 0.88 1.06 Buy
01/25/10 DBS Vickers Ascendas India Trust 1.06 1.17 Buy
04/09/10 DBS Vickers Ascendas India Trust 0.98 1.17 Buy
07/26/10 DBS Vickers Ascendas India Trust 0.985 1.06 Buy
07/27/10 JP Morgan Ascendas India Trust 0.96 1.1 Overweight
01/04/10 DBS Vickers Ascendas India Trust 0.88 1.06 Buy
01/25/10 DBS Vickers Ascendas India Trust 1.06 1.17 Buy
04/09/10 DBS Vickers Ascendas India Trust 0.98 1.17 Buy
07/26/10 DBS Vickers Ascendas India Trust 0.985 1.06 Buy
07/27/10 JP Morgan Ascendas India Trust 0.96 1.1 Overweight
Tuesday, July 27, 2010
AIMS AMP Capital - Hold call from Phillip.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/09/10 phillip AIMS AMP Capital 0.215 0.22 Hold
05/14/10 phillip AIMS AMP Capital 0.22 0.23 Hold DCF
02/09/10 phillip AIMS AMP Capital 0.215 0.22 Hold
05/14/10 phillip AIMS AMP Capital 0.22 0.23 Hold DCF
Anwell - All is well!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
04/09/10 DMG & Partners Anwell 0.585 0.78 Buy PER8x, PB0.8x
04/12/10 DMG & Partners Anwell 0.635 0.78 Buy PER8x
04/09/10 DMG & Partners Anwell 0.585 0.78 Buy PER8x, PB0.8x
04/12/10 DMG & Partners Anwell 0.635 0.78 Buy PER8x
Monday, July 26, 2010
Baltic Dry Index (BDI) was at 1826 last Friday!
Quote:
The index added 25 points, or 1.4 per cent, to 1,826 points on Friday, according to the Baltic Exchange in London.
End Quote.
The index added 25 points, or 1.4 per cent, to 1,826 points on Friday, according to the Baltic Exchange in London.
End Quote.
Advanced Holdings - Good time to load up now?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
08/12/09 NetResearch Advanced Holdings 0.225 0.27 Buy DCF, PER14.1x
08/17/09 SIAS Research Advanced Holdings 0.255 0.31 Buy PER10.1x
10/12/09 SIAS Research Advanced Holdings 0.35 0.405 Buy PB1.67x
08/12/09 NetResearch Advanced Holdings 0.225 0.27 Buy DCF, PER14.1x
08/17/09 SIAS Research Advanced Holdings 0.255 0.31 Buy PER10.1x
10/12/09 SIAS Research Advanced Holdings 0.35 0.405 Buy PB1.67x
2nd Chance - Does this stock really deserve a second look?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
05/24/10 DMG & Partners 2nd Chance 0.3 0.41 Buy
05/24/10 DMG & Partners 2nd Chance 0.3 0.41 Buy
Saturday, July 24, 2010
Cache Logistics - A well-loved stock!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
04/12/10 CIMB Cache Logistics 0.88 1.23 Outperform DDM
05/18/10 CIMB Cache Logistics 0.96 1.23 Outperform
06/09/10 DBS Vickers Cache Logistics 0.95 1.05 Buy DDM
04/12/10 DMG & Partners Cache Logistics 0.88 1.0225 Buy IPO
04/12/10 CIMB Cache Logistics 0.88 1.23 Outperform DDM
05/18/10 CIMB Cache Logistics 0.96 1.23 Outperform
06/09/10 DBS Vickers Cache Logistics 0.95 1.05 Buy DDM
04/12/10 DMG & Partners Cache Logistics 0.88 1.0225 Buy IPO
CapitaRetail China - A good China reit?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/08/10 DBS Vickers CapitaRetail China 1.29 1.14 Hold
02/01/10 DBS Vickers CapitaRetail China 1.2 1.22 Hold DCF
01/08/10 DBS Vickers CapitaRetail China 1.29 1.14 Hold
02/01/10 DBS Vickers CapitaRetail China 1.2 1.22 Hold DCF
Friday, July 23, 2010
China Eratat - Buy call from Phillip
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/03/10 phillip China Eratat 0.165 0.205 Trading Buy Total current asset-inventories-liabilities
03/03/10 phillip China Eratat 0.165 0.205 Trading Buy Total current asset-inventories-liabilities
China Minzhong - Buy call from DMG
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
07/13/10 DMG & Partners China Minzhong 1.2 1.68 Buy PER9x
07/13/10 DMG & Partners China Minzhong 1.2 1.68 Buy PER9x
Thursday, July 22, 2010
China Zaino - CIMB loves this stock!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/25/10 CIMB China Zaino 0.24 0.34 Outperform PER4x
04/26/10 CIMB China Zaino 0.29 0.36 Outperform PER5x
02/25/10 CIMB China Zaino 0.24 0.34 Outperform PER4x
04/26/10 CIMB China Zaino 0.29 0.36 Outperform PER5x
Chip Eng Seng - A main contractor turned developer!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/25/10 Westcomb Chip Eng Seng 0.39 0.53 Buy Sum of parts
03/25/10 Westcomb Chip Eng Seng 0.39 0.53 Buy Sum of parts
Wednesday, July 21, 2010
Dairy Farm - Hold call from Citigroup.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/29/10 Citigroup Dairy Farm 6.53 6.7 Hold
03/29/10 Citigroup Dairy Farm 6.53 6.7 Hold
Datapulse - A stock with no pulse?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/03/10 Lim & Tan Datapulse 0.235 0 Sell
03/03/10 Lim & Tan Datapulse 0.235 0 Sell
Tuesday, July 20, 2010
The bond market is forming a BIG bubble!
The governments around the world had been raising funds in the bond markets since the crisis started and this had resulted in low liquidities in the stock markets worldwide which stifled the recoveries of the stock markets.
Governments have raised more than $4 trillions dollars since the inception of the crisis and a BIG bubble is starting to form in the bond market. Corporations around the world also tapped into the bond market after exhausting the tradition means of raising funds due to the financial crisis which made the banks reluctant to give loans.
When this burgeoning bubble bursts, many fixed income funds like pension funds will fall into the abyss and the men on the streets will suffer. World demands will collapse and businesses will be greatly affected. Stock markets around the world will tumble heavily causing great panic everywhere.
This scenario is not a remote possibility if we do not do the right thing.
Governments have raised more than $4 trillions dollars since the inception of the crisis and a BIG bubble is starting to form in the bond market. Corporations around the world also tapped into the bond market after exhausting the tradition means of raising funds due to the financial crisis which made the banks reluctant to give loans.
When this burgeoning bubble bursts, many fixed income funds like pension funds will fall into the abyss and the men on the streets will suffer. World demands will collapse and businesses will be greatly affected. Stock markets around the world will tumble heavily causing great panic everywhere.
This scenario is not a remote possibility if we do not do the right thing.
Abterra - Danger lurking for small investors!
The announcement of 25-into-1 share consolidation on 30 June 2010 doesn't bode well for abterra shareholders as there seems to be an ulterior motive behind this corporate move. Where else can you find a stock with a market capitalization of around $250m to have a share price that is around $1.25 on Singapore Stock Exchange?
Therefore, I expect a big fund raising exercise in any way in the foreseeable future as the only logical rationale for the reverse stock split. Current shareholders will suffer from major share dilutions if there is indeed a fund raising movement if they are holding on the stock.
The explanation given by abterra was just a classical textbook excuse and should be disregarded as the stock will have more downside after stock consolidation as it seriously affects or twists the risk perception since it has more room to fall when it is above $1.
Abterra should just focus on its core competencies and not get involved in the capital market. There is no better way to prop up the stock price than to improve on its profit. By making the stock above $1 through stock consolidation will not attract fund managers to take notice of this stock but instead will attract speculators to play it.
When the management starts to alter the share price, it shows that they can't improve on its business anymore and try to work on other means.
Therefore, I expect a big fund raising exercise in any way in the foreseeable future as the only logical rationale for the reverse stock split. Current shareholders will suffer from major share dilutions if there is indeed a fund raising movement if they are holding on the stock.
The explanation given by abterra was just a classical textbook excuse and should be disregarded as the stock will have more downside after stock consolidation as it seriously affects or twists the risk perception since it has more room to fall when it is above $1.
Abterra should just focus on its core competencies and not get involved in the capital market. There is no better way to prop up the stock price than to improve on its profit. By making the stock above $1 through stock consolidation will not attract fund managers to take notice of this stock but instead will attract speculators to play it.
When the management starts to alter the share price, it shows that they can't improve on its business anymore and try to work on other means.
Debao Property - A good developer?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
07/02/10 UOB Kay Hian Debao Property 0.295 0.37 Buy RNAV (40% discount)
07/02/10 UOB Kay Hian Debao Property 0.295 0.37 Buy RNAV (40% discount)
Delong - A lousy stock?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/26/10 Lim & Tan Delong 0.655 0 Sell
01/26/10 Lim & Tan Delong 0.655 0 Sell
Monday, July 19, 2010
FJ Benajmin - Is fashion a good pick?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/17/10 DMG & Partners FJ Benjamin 0.255 0.46 Buy DCF
05/11/10 DMG & Partners FJ Benjamin 0.325 0.46 Buy
02/12/10 Kim Eng FJ Benjamin 0.255 0.42 Buy DCF
05/11/10 Kim Eng FJ Benjamin 0.325 0.45 Buy DCF
07/15/10 Kim Eng FJ Benjamin 0.325 0.66 Buy DCF
02/17/10 DMG & Partners FJ Benjamin 0.255 0.46 Buy DCF
05/11/10 DMG & Partners FJ Benjamin 0.325 0.46 Buy
02/12/10 Kim Eng FJ Benjamin 0.255 0.42 Buy DCF
05/11/10 Kim Eng FJ Benjamin 0.325 0.45 Buy DCF
07/15/10 Kim Eng FJ Benjamin 0.325 0.66 Buy DCF
Fortune Reit - Is this stock worth a fortune?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/27/10 DBS Vickers Fortune Reit 3.08 3.71 Buy DDM
01/27/10 DBS Vickers Fortune Reit 3.08 3.71 Buy DDM
Saturday, July 17, 2010
Frasers Centrepoint Trust - Buy calls from all analysts!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/26/10 CIMB Frasers Centrepoint Trust 1.4 1.73 Outperform DDM
03/25/10 CIMB Frasers Centrepoint Trust 1.36 1.73 Outperform
05/18/10 CIMB Frasers Centrepoint Trust 1.35 1.73 Outperform
01/04/10 DBS Vickers Frasers Centrepoint Trust 1.29 1.49 Buy
04/09/10 DBS Vickers Frasers Centrepoint Trust 1.32 1.63 Buy
04/15/10 DBS Vickers Frasers Centrepoint Trust 1.37 1.63 Buy
06/04/10 DBS Vickers Frasers Centrepoint Trust 1.29 1.63 Buy
01/07/10 DMG & Partners Frasers Centrepoint Trust 1.45 1.66 Buy DDM
04/26/10 DMG & Partners Frasers Centrepoint Trust 1.38 1.66 Buy DDM
01/04/10 OCBC Frasers Centrepoint Trust 1.4 1.3 Hold
01/26/10 OCBC Frasers Centrepoint Trust 1.4 1.47 Hold DCF
01/27/10 OCBC Frasers Centrepoint Trust 1.4 1.5 Buy
03/04/10 OCBC Frasers Centrepoint Trust 1.37 1.5 Buy
03/17/10 OCBC Frasers Centrepoint Trust 1.33 1.5 Buy
04/14/10 OCBC Frasers Centrepoint Trust 1.35 1.5 Buy
05/12/10 OCBC Frasers Centrepoint Trust 1.33 1.5 Buy
06/17/10 OCBC Frasers Centrepoint Trust 1.35 1.5 Buy
07/12/10 OCBC Frasers Centrepoint Trust 1.37 1.5 Buy
01/26/10 CIMB Frasers Centrepoint Trust 1.4 1.73 Outperform DDM
03/25/10 CIMB Frasers Centrepoint Trust 1.36 1.73 Outperform
05/18/10 CIMB Frasers Centrepoint Trust 1.35 1.73 Outperform
01/04/10 DBS Vickers Frasers Centrepoint Trust 1.29 1.49 Buy
04/09/10 DBS Vickers Frasers Centrepoint Trust 1.32 1.63 Buy
04/15/10 DBS Vickers Frasers Centrepoint Trust 1.37 1.63 Buy
06/04/10 DBS Vickers Frasers Centrepoint Trust 1.29 1.63 Buy
01/07/10 DMG & Partners Frasers Centrepoint Trust 1.45 1.66 Buy DDM
04/26/10 DMG & Partners Frasers Centrepoint Trust 1.38 1.66 Buy DDM
01/04/10 OCBC Frasers Centrepoint Trust 1.4 1.3 Hold
01/26/10 OCBC Frasers Centrepoint Trust 1.4 1.47 Hold DCF
01/27/10 OCBC Frasers Centrepoint Trust 1.4 1.5 Buy
03/04/10 OCBC Frasers Centrepoint Trust 1.37 1.5 Buy
03/17/10 OCBC Frasers Centrepoint Trust 1.33 1.5 Buy
04/14/10 OCBC Frasers Centrepoint Trust 1.35 1.5 Buy
05/12/10 OCBC Frasers Centrepoint Trust 1.33 1.5 Buy
06/17/10 OCBC Frasers Centrepoint Trust 1.35 1.5 Buy
07/12/10 OCBC Frasers Centrepoint Trust 1.37 1.5 Buy
Frasers Commercial Trust - DBS vs Phillip? Who will win?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/28/10 DBS Vickers Frasers Commercial Trust 0.15 0.14 Hold
04/23/10 DBS Vickers Frasers Commercial Trust 0.14 0.16 Hold
02/03/10 phillip Frasers Commercial Trust 0.15 0.18 Buy DCF
04/26/10 phillip Frasers Commercial Trust 0.155 0.18 Buy
01/28/10 DBS Vickers Frasers Commercial Trust 0.15 0.14 Hold
04/23/10 DBS Vickers Frasers Commercial Trust 0.14 0.16 Hold
02/03/10 phillip Frasers Commercial Trust 0.15 0.18 Buy DCF
04/26/10 phillip Frasers Commercial Trust 0.155 0.18 Buy
Friday, July 16, 2010
Guocoland - Hold call from DBS Vickers
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/08/10 DBS Vickers Guocoland 2.22 2.09 Hold
04/23/10 DBS Vickers Guocoland 2.36 2.08 Hold
06/16/10 DBS Vickers Guocoland 2.12 2.08 Hold
07/16/10 DBS Vickers Guocoland 2.16 2.08 Hold
03/08/10 DBS Vickers Guocoland 2.22 2.09 Hold
04/23/10 DBS Vickers Guocoland 2.36 2.08 Hold
06/16/10 DBS Vickers Guocoland 2.12 2.08 Hold
07/16/10 DBS Vickers Guocoland 2.16 2.08 Hold
Healthway Medical - Only DMG covers this stock.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/04/10 DMG & Partners Healthway Medical 0.16 0.28 Buy PER25x
01/28/10 DMG & Partners Healthway Medical 0.17 0.21 Buy DCF
03/08/10 DMG & Partners Healthway Medical 0.165 0.26 Buy DCF
03/17/10 DMG & Partners Healthway Medical 0.17 0.3 Buy
03/18/10 DMG & Partners Healthway Medical 0.17 0.3 Buy DCF
05/26/10 DMG & Partners Healthway 0.14 0.3 Buy
01/04/10 DMG & Partners Healthway Medical 0.16 0.28 Buy PER25x
01/28/10 DMG & Partners Healthway Medical 0.17 0.21 Buy DCF
03/08/10 DMG & Partners Healthway Medical 0.165 0.26 Buy DCF
03/17/10 DMG & Partners Healthway Medical 0.17 0.3 Buy
03/18/10 DMG & Partners Healthway Medical 0.17 0.3 Buy DCF
05/26/10 DMG & Partners Healthway 0.14 0.3 Buy
Thursday, July 15, 2010
Heeton - A small-time property developer.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/24/10 Westcomb Heeton 0.445 0.75 Buy RNAV (35% discount)
03/24/10 Westcomb Heeton 0.445 0.75 Buy RNAV (35% discount)
Hisaka - CIMB likes this stock!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
05/04/10 CIMB Hisaka 0.28 0.35 Outperform PER6.7x
05/04/10 CIMB Hisaka 0.28 0.35 Outperform PER6.7x
Wednesday, July 14, 2010
HL Finance - The only bright spot in the finance industry?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/25/10 DMG & Partners HL Finance 2.98 3.5 Buy NTA1x
04/26/10 DMG & Partners HL Finance 3.16 3.5 Buy NTA1x
02/25/10 DMG & Partners HL Finance 2.98 3.5 Buy NTA1x
04/26/10 DMG & Partners HL Finance 3.16 3.5 Buy NTA1x
Hongguo - Not a good consumer stock?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/04/10 DBS Vickers Hongguo 0.33 0.3 Hold
01/04/10 DBS Vickers Hongguo 0.33 0.3 Hold
Tuesday, July 13, 2010
Hsu Fu Chi - Really so fu chi?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/09/10 Lim & Tan Hsu Fu Chi 2.05 0 Buy
02/09/10 Lim & Tan Hsu Fu Chi 2.05 0 Buy
Kencana Agri - The stock that analysts loved!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/01/10 DBS Vickers Kencana Agri 0.275 0.37 Buy DCF
03/02/10 DBS Vickers Kencana Agri 0.285 0.37 Buy DCF
05/13/10 DBS Vickers Kencana Agri 0.32 0.39 Buy DCF (40% discount)
04/07/10 DMG & Partners Kencana Agri 0.3 0.375 Buy PER20x
02/01/10 DBS Vickers Kencana Agri 0.275 0.37 Buy DCF
03/02/10 DBS Vickers Kencana Agri 0.285 0.37 Buy DCF
05/13/10 DBS Vickers Kencana Agri 0.32 0.39 Buy DCF (40% discount)
04/07/10 DMG & Partners Kencana Agri 0.3 0.375 Buy PER20x
Monday, July 12, 2010
Baltic Dry Index - BDI falls again to 1902 points!
The index of freight rates on international trade routes fell 38 points, or 2 per cent, to 1,902 points on Friday, according to the London-based Baltic Exchange.
Innovalues - is there value in this counter?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/26/10 CIMB Innovalues 0.15 0.2 Outperform PB1x
03/11/10 CIMB Innovalues 0.16 0.2 Outperform
02/26/10 CIMB Innovalues 0.15 0.2 Outperform PB1x
03/11/10 CIMB Innovalues 0.16 0.2 Outperform
MCL Land - A land of promises?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/26/10 Kim Eng MCL Land 1.78 2.48 Buy RNAV (30% discount)
04/30/10 Kim Eng MCL Land 2.22 2.69 Buy RNAV (25% discount)
06/15/10 Kim Eng MCL Land 1.79 2.76 Buy RNAV (25% discount)
02/26/10 Kim Eng MCL Land 1.78 2.48 Buy RNAV (30% discount)
04/30/10 Kim Eng MCL Land 2.22 2.69 Buy RNAV (25% discount)
06/15/10 Kim Eng MCL Land 1.79 2.76 Buy RNAV (25% discount)
Saturday, July 10, 2010
K-Green - Keppel Corp is better than its subsidiary.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
06/25/10 DBS Vickers K-Green Trust 1.13 1.2 Hold Div Yield 6.5%
06/25/10 DBS Vickers K-Green Trust 1.13 1.2 Hold Div Yield 6.5%
Osim - OCBC likes Osim!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
07/01/10 OCBC Osim 0.905 1.22 Buy PER22x
07/01/10 OCBC Osim 0.905 1.22 Buy PER22x
Friday, July 9, 2010
Sim Lian - A main contractor turned property developer.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
05/12/10 DBS Vickers Sim Lian 0.52 0.56 Hold RNAV (40% discount)
05/12/10 DBS Vickers Sim Lian 0.52 0.56 Hold RNAV (40% discount)
Sino Grandess Food - New kid on the block
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
06/29/10 DMG & Partners Sino Grandness Food 0.285 0.4 Buy
06/29/10 DMG & Partners Sino Grandness Food 0.285 0.4 Buy
Thursday, July 8, 2010
United Envirotech - The next big thing?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
06/30/10 OCBC United Envirotech 0.38 0.52 Buy FCFE Model
06/30/10 OCBC United Envirotech 0.38 0.52 Buy FCFE Model
OKP - A good main contractor?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
04/01/10 CIMB OKP 0.525 0.85 Outperform PER10x
04/01/10 CIMB OKP 0.525 0.85 Outperform PER10x
Wednesday, July 7, 2010
Sing Holdings - only Phillip covers this company
Date
02/22/10 phillip Sing Holdings 0.38 0.43 Hold RNAV (10% discount)
05/14/10 phillip Sing Holdings 0.35 0.46 Buy RNAV (10% discount)
02/22/10 phillip Sing Holdings 0.38 0.43 Hold RNAV (10% discount)
05/14/10 phillip Sing Holdings 0.35 0.46 Buy RNAV (10% discount)
Roxy-Pacific - A boutique property developer
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/26/10 DBS Vickers Roxy-Pacific 0.34 0.44 Trading Buy RNAV (30% discount)
03/26/10 DBS Vickers Roxy-Pacific 0.34 0.44 Trading Buy RNAV (30% discount)
Tuesday, July 6, 2010
Hyflux Water Trust - No trust in this TRUST?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/26/10 DBS Vickers Hyflux Water Trust 0.705 0.7 Hold
05/14/10 DBS Vickers Hyflux Water Trust 0.665 0.68 Hold
02/26/10 DBS Vickers Hyflux Water Trust 0.705 0.7 Hold
05/14/10 DBS Vickers Hyflux Water Trust 0.665 0.68 Hold
Jardine C&C - Neutral call from DMG
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
04/30/10 DMG & Partners Jardine C&C 29.52 28.09 Neutral
04/30/10 DMG & Partners Jardine C&C 29.52 28.09 Neutral
Monday, July 5, 2010
Kingsmen Creative - Buy calls from all analysts!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
05/21/10 DMG & Partners Kingsmen Creative 0.545 0.77 Buy PER9x
05/24/10 DMG & Partners Kingsmen Creative 0.53 0.77 Buy PER9x
02/26/10 Kim Eng Kingsmen Creative 0.595 0.85 Buy
05/14/10 Kim Eng Kingsmen Creative 0.58 0.85 Buy
06/24/10 Kim Eng Kingsmen Creative 0.545 0.85 Buy Sum of parts
06/25/10 Kim Eng Kingsmen Creative 0.545 0.85 Buy Sum of parts
06/29/10 OCBC Kingsmen Creative 0.59 0.84 Buy PER9x
05/21/10 DMG & Partners Kingsmen Creative 0.545 0.77 Buy PER9x
05/24/10 DMG & Partners Kingsmen Creative 0.53 0.77 Buy PER9x
02/26/10 Kim Eng Kingsmen Creative 0.595 0.85 Buy
05/14/10 Kim Eng Kingsmen Creative 0.58 0.85 Buy
06/24/10 Kim Eng Kingsmen Creative 0.545 0.85 Buy Sum of parts
06/25/10 Kim Eng Kingsmen Creative 0.545 0.85 Buy Sum of parts
06/29/10 OCBC Kingsmen Creative 0.59 0.84 Buy PER9x
K-Reit - Not a good Reit?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
05/20/10 CIMB K-Reit 1.06 1.01 Underperform DDM
06/15/10 CIMB K-Reit 1.09 1.01 Underperform
01/21/10 DBS Vickers K-Reit 1.12 1.11 Hold
02/02/10 DBS Vickers K-Reit 1.08 1.13 Fully Valued
04/20/10 DBS Vickers K-Reit 1.13 1.17 Hold DCF
05/20/10 CIMB K-Reit 1.06 1.01 Underperform DDM
06/15/10 CIMB K-Reit 1.09 1.01 Underperform
01/21/10 DBS Vickers K-Reit 1.12 1.11 Hold
02/02/10 DBS Vickers K-Reit 1.08 1.13 Fully Valued
04/20/10 DBS Vickers K-Reit 1.13 1.17 Hold DCF
Saturday, July 3, 2010
Mapletree Logistics - A good REIT?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/22/10 CIMB Mapletree Logistics 0.8 0.74 Underperform DDM
03/25/10 CIMB Mapletree Logistics 0.84 0.74 Underperform
04/23/10 CIMB Mapletree Logistics 0.875 0.86 Neutral DDM
05/18/10 CIMB Mapletree Logistics 0.82 0.86 Neutral
03/17/10 Credit Suisse Mapletree Logistics 0.83 0.98 Outperform DDM
01/25/10 DBS Vickers Mapletree Logistics 0.8 0.86 Buy
04/23/10 DBS Vickers Mapletree Logistics 0.875 0.93 Buy
06/01/10 DBS Vickers Mapletree Logistics 0.82 0.93 Buy 7.6% Yield
06/04/10 DBS Vickers Mapletree Logistics 0.83 0.93 Buy
01/04/10 OCBC Mapletree Logistics 0.785 0.78 Buy
03/04/10 OCBC Mapletree Logistics 0.79 0.91 Buy
04/14/10 OCBC Mapletree Logistics 0.845 0.91 Buy
04/23/10 OCBC Mapletree Logistics 0.875 0.93 Buy PB1.07x
05/12/10 OCBC Mapletree Logistics 0.83 0.93 Buy
05/24/10 OCBC Mapletree Logistics 0.81 0.93 Buy
06/02/10 OCBC Mapletree Logistics 0.81 0.84 Buy
01/22/10 CIMB Mapletree Logistics 0.8 0.74 Underperform DDM
03/25/10 CIMB Mapletree Logistics 0.84 0.74 Underperform
04/23/10 CIMB Mapletree Logistics 0.875 0.86 Neutral DDM
05/18/10 CIMB Mapletree Logistics 0.82 0.86 Neutral
03/17/10 Credit Suisse Mapletree Logistics 0.83 0.98 Outperform DDM
01/25/10 DBS Vickers Mapletree Logistics 0.8 0.86 Buy
04/23/10 DBS Vickers Mapletree Logistics 0.875 0.93 Buy
06/01/10 DBS Vickers Mapletree Logistics 0.82 0.93 Buy 7.6% Yield
06/04/10 DBS Vickers Mapletree Logistics 0.83 0.93 Buy
01/04/10 OCBC Mapletree Logistics 0.785 0.78 Buy
03/04/10 OCBC Mapletree Logistics 0.79 0.91 Buy
04/14/10 OCBC Mapletree Logistics 0.845 0.91 Buy
04/23/10 OCBC Mapletree Logistics 0.875 0.93 Buy PB1.07x
05/12/10 OCBC Mapletree Logistics 0.83 0.93 Buy
05/24/10 OCBC Mapletree Logistics 0.81 0.93 Buy
06/02/10 OCBC Mapletree Logistics 0.81 0.84 Buy
Mercator - Hold only!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/22/10 phillip Mercator 0.305 0.36 Hold BV0.9x
07/01/10 phillip Mercator 0.27 0.32 Hold BV0.7x
01/22/10 phillip Mercator 0.305 0.36 Hold BV0.9x
07/01/10 phillip Mercator 0.27 0.32 Hold BV0.7x
Friday, July 2, 2010
New Lakeside will go bankrupt anytime!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/27/10 Lim & Tan New Lakeside 0.03 0 Sell -100 Bankrupt
01/27/10 Lim & Tan New Lakeside 0.03 0 Sell -100 Bankrupt
SATS - All analysts love this except CIMB.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/05/10 CIMB SATS 2.57 2.19 Underperform PER12.4x
05/06/10 CIMB SATS 2.78 2.19 Underperform PER12.4x
05/18/10 CIMB SATS 2.75 2.19 Underperform
01/05/10 DBS Vickers SATS 2.74 3 Buy
03/08/10 DBS Vickers SATS 2.61 3.09 Buy
03/25/10 DBS Vickers SATS 2.61 3.2 Buy DCF & PER14x
04/15/10 DBS Vickers SATS 2.87 3.2 Buy
05/06/10 DBS Vickers SATS 2.78 3.13 Buy DCF
02/05/10 DMG & Partners SATS 2.57 3.07 Buy DCF, PER16x
03/29/10 DMG & Partners SATS 2.65 3.07 Buy DCF, PER16x
04/01/10 DMG & Partners SATS 2.64 3.07 Buy
01/05/10 Kim Eng SATS 2.69 3.16 Buy PER18x
02/05/10 Kim Eng SATS 2.57 3.26 Buy PER18x
05/14/10 Kim Eng SATS 2.76 3.3 Buy
02/05/10 OCBC SATS 2.57 3.27 Buy DCF
03/15/10 OCBC SATS 2.65 3.27 Buy DCF
05/06/10 OCBC SATS 2.78 3.27 Buy DCF
06/10/10 OCBC SATS 2.54 3.27 Buy
06/30/10 phillip SATS 2.65 3.28 Buy
02/05/10 CIMB SATS 2.57 2.19 Underperform PER12.4x
05/06/10 CIMB SATS 2.78 2.19 Underperform PER12.4x
05/18/10 CIMB SATS 2.75 2.19 Underperform
01/05/10 DBS Vickers SATS 2.74 3 Buy
03/08/10 DBS Vickers SATS 2.61 3.09 Buy
03/25/10 DBS Vickers SATS 2.61 3.2 Buy DCF & PER14x
04/15/10 DBS Vickers SATS 2.87 3.2 Buy
05/06/10 DBS Vickers SATS 2.78 3.13 Buy DCF
02/05/10 DMG & Partners SATS 2.57 3.07 Buy DCF, PER16x
03/29/10 DMG & Partners SATS 2.65 3.07 Buy DCF, PER16x
04/01/10 DMG & Partners SATS 2.64 3.07 Buy
01/05/10 Kim Eng SATS 2.69 3.16 Buy PER18x
02/05/10 Kim Eng SATS 2.57 3.26 Buy PER18x
05/14/10 Kim Eng SATS 2.76 3.3 Buy
02/05/10 OCBC SATS 2.57 3.27 Buy DCF
03/15/10 OCBC SATS 2.65 3.27 Buy DCF
05/06/10 OCBC SATS 2.78 3.27 Buy DCF
06/10/10 OCBC SATS 2.54 3.27 Buy
06/30/10 phillip SATS 2.65 3.28 Buy
Thursday, July 1, 2010
Singapore market has more downside - See Straits Times Index Chart!
The chart dated 01/07/2010 indicates that STI has more room to fall as there's a discernible fall in the average trading volumes which also means that there's an outflow of funds.
KSH - Only DMG covers this stock.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/17/10 DMG & Partners KSH 0.27 0.38 Buy Sum of parts
04/07/10 DMG & Partners KSH 0.27 0.38 Buy
05/25/10 DMG & Partners KSH 0.25 0.38 Buy
05/26/10 DMG & Partners KSH 0.25 0.35 Buy Sum of parts
06/04/10 DMG & Partners KSH 0.26 0.35 Buy Sum of parts
06/17/10 DMG & Partners KSH 0.27 0.35 Buy
07/01/10 DMG & Partners KSH 0.26 0.35 Buy
02/17/10 DMG & Partners KSH 0.27 0.38 Buy Sum of parts
04/07/10 DMG & Partners KSH 0.27 0.38 Buy
05/25/10 DMG & Partners KSH 0.25 0.38 Buy
05/26/10 DMG & Partners KSH 0.25 0.35 Buy Sum of parts
06/04/10 DMG & Partners KSH 0.26 0.35 Buy Sum of parts
06/17/10 DMG & Partners KSH 0.27 0.35 Buy
07/01/10 DMG & Partners KSH 0.26 0.35 Buy
Meiban - Worth buying?
Date/Research House/Stock/Last Done/Target Price/Stock/Valuation Method
02/24/10 CIMB Meiban 0.29 0.41 Outperform PB0.9x
03/11/10 CIMB Meiban 0.3 0.41 Outperform
05/12/10 DBS Vickers Meiban 0.29 0.3 Hold
02/24/10 CIMB Meiban 0.29 0.41 Outperform PB0.9x
03/11/10 CIMB Meiban 0.3 0.41 Outperform
05/12/10 DBS Vickers Meiban 0.29 0.3 Hold
Wednesday, June 30, 2010
Rotary - Analysts love this stock.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
04/19/10 CIMB Rotary 1.15 1.66 Outperform
05/07/10 CIMB Rotary 0.99 1.63 Outperform PER11x
05/18/10 CIMB Rotary 1.03 1.63 Outperform
03/24/10 OCBC Rotary 1.02 1.44 Buy
05/10/10 OCBC Rotary 1.01 1.53 Buy
05/31/10 OCBC Rotary 0.895 1.53 Buy
04/19/10 CIMB Rotary 1.15 1.66 Outperform
05/07/10 CIMB Rotary 0.99 1.63 Outperform PER11x
05/18/10 CIMB Rotary 1.03 1.63 Outperform
03/24/10 OCBC Rotary 1.02 1.44 Buy
05/10/10 OCBC Rotary 1.01 1.53 Buy
05/31/10 OCBC Rotary 0.895 1.53 Buy
PEC - Buy calls!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
06/29/10 CIMB PEC 0.74 1.22 Outperform PER8.5x
01/07/10 DBS Vickers PEC 0.785 1 Buy Sum of parts
02/09/10 DBS Vickers PEC 0.71 1.06 Buy Sum of parts
05/12/10 DBS Vickers PEC 0.745 1.28 Buy PER12x
06/29/10 CIMB PEC 0.74 1.22 Outperform PER8.5x
01/07/10 DBS Vickers PEC 0.785 1 Buy Sum of parts
02/09/10 DBS Vickers PEC 0.71 1.06 Buy Sum of parts
05/12/10 DBS Vickers PEC 0.745 1.28 Buy PER12x
Tuesday, June 29, 2010
Koda - OCBC loves this furniture company
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/11/10 OCBC Koda 0.22 0.295 Buy NTA1x
03/15/10 OCBC Koda 0.215 0.295 Buy
05/13/10 OCBC Koda 0.23 0.3 Buy
02/11/10 OCBC Koda 0.22 0.295 Buy NTA1x
03/15/10 OCBC Koda 0.215 0.295 Buy
05/13/10 OCBC Koda 0.23 0.3 Buy
Longcheer - Buy calls from analysts!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/10/10 DMG & Partners Longcheer 0.54 0.66 Buy PER7.9x
05/11/10 DMG & Partners Longcheer 0.64 0.66 Buy Under Review
05/12/10 DMG & Partners Longcheer 0.65 0.85 Buy PER8.4x
02/09/10 Lim & Tan Longcheer 0.5 0 Buy
02/17/10 Lim & Tan Longcheer 0.55 0 Buy
03/09/10 Lim & Tan Longcheer 0.575 0 Buy
03/17/10 Lim & Tan Longcheer 0.63 0 Buy
03/24/10 Lim & Tan Longcheer 0.635 0 Buy
04/06/10 Lim & Tan Longcheer 0.685 0 Buy
04/27/10 Lim & Tan Longcheer 0.765 0 Buy
05/11/10 Lim & Tan Longcheer 0.64 0 Buy
05/21/10 Lim & Tan Longcheer 0.68 0 Buy
02/10/10 DMG & Partners Longcheer 0.54 0.66 Buy PER7.9x
05/11/10 DMG & Partners Longcheer 0.64 0.66 Buy Under Review
05/12/10 DMG & Partners Longcheer 0.65 0.85 Buy PER8.4x
02/09/10 Lim & Tan Longcheer 0.5 0 Buy
02/17/10 Lim & Tan Longcheer 0.55 0 Buy
03/09/10 Lim & Tan Longcheer 0.575 0 Buy
03/17/10 Lim & Tan Longcheer 0.63 0 Buy
03/24/10 Lim & Tan Longcheer 0.635 0 Buy
04/06/10 Lim & Tan Longcheer 0.685 0 Buy
04/27/10 Lim & Tan Longcheer 0.765 0 Buy
05/11/10 Lim & Tan Longcheer 0.64 0 Buy
05/21/10 Lim & Tan Longcheer 0.68 0 Buy
Monday, June 28, 2010
China Animal - Analysts like animals
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/10/10 AmFraser China Animal 0.24 0.32 Buy
05/10/10 AmFraser China Animal 0.28 0.39 Buy
01/08/10 DBS Vickers China Animal 0.26 0.29 Buy
01/21/10 DBS Vickers China Animal 0.28 0.4 Buy PER12x
02/09/10 DBS Vickers China Animal 0.24 0.33 Buy PER12x
04/16/10 DBS Vickers China Animal 0.33 0.4 Buy PER15x
05/07/10 DBS Vickers China Animal 0.3 0.4 Buy PER10x
02/10/10 AmFraser China Animal 0.24 0.32 Buy
05/10/10 AmFraser China Animal 0.28 0.39 Buy
01/08/10 DBS Vickers China Animal 0.26 0.29 Buy
01/21/10 DBS Vickers China Animal 0.28 0.4 Buy PER12x
02/09/10 DBS Vickers China Animal 0.24 0.33 Buy PER12x
04/16/10 DBS Vickers China Animal 0.33 0.4 Buy PER15x
05/07/10 DBS Vickers China Animal 0.3 0.4 Buy PER10x
Capitamalls Asia - Is this a good asia reit?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
04/14/10 CIMB Capitamalls Asia 2.29 2.34 Underperform RNAV
04/16/10 CIMB Capitamalls Asia 2.27 2.34 Underperform
05/10/10 CIMB Capitamalls Asia 1.97 2.34 Underperform
05/18/10 CIMB Capitamalls Asia 2.14 2.34 Underperform
04/14/10 DBS Vickers Capitamalls Asia 2.29 2.51 Buy RNAV (10% premium)
06/14/10 DBS Vickers Capitamalls Asia 2.1 2.51 Buy RNAV (10% premium)
06/21/10 OCBC Capitamalls Asia 2.16 2.4 Buy RNAV
04/14/10 CIMB Capitamalls Asia 2.29 2.34 Underperform RNAV
04/16/10 CIMB Capitamalls Asia 2.27 2.34 Underperform
05/10/10 CIMB Capitamalls Asia 1.97 2.34 Underperform
05/18/10 CIMB Capitamalls Asia 2.14 2.34 Underperform
04/14/10 DBS Vickers Capitamalls Asia 2.29 2.51 Buy RNAV (10% premium)
06/14/10 DBS Vickers Capitamalls Asia 2.1 2.51 Buy RNAV (10% premium)
06/21/10 OCBC Capitamalls Asia 2.16 2.4 Buy RNAV
Sunday, June 27, 2010
Pacific Shipping - Loved by DBS Vickers but disliked by OCBC
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/04/10 DBS Vickers Pacific Shipping 0.27 0.22 Fully Valued
01/22/10 DBS Vickers Pacific Shipping 0.28 0.3 Hold 10% Yield
04/26/10 DBS Vickers Pacific Shipping 0.305 0.37 Buy 9% Yield
01/21/10 OCBC Pacific Shipping 0.275 0.23 Hold FCFE Model (30% discount)
03/19/10 OCBC Pacific Shipping 0.28 0.23 Hold
04/16/10 OCBC Pacific Shipping 0.3 0.23 Hold
04/23/10 OCBC Pacific Shipping 0.3 0.29 Hold FCFE Model (20% discount)
05/19/10 OCBC Pacific Shipping 0.28 0.29 Hold
01/04/10 DBS Vickers Pacific Shipping 0.27 0.22 Fully Valued
01/22/10 DBS Vickers Pacific Shipping 0.28 0.3 Hold 10% Yield
04/26/10 DBS Vickers Pacific Shipping 0.305 0.37 Buy 9% Yield
01/21/10 OCBC Pacific Shipping 0.275 0.23 Hold FCFE Model (30% discount)
03/19/10 OCBC Pacific Shipping 0.28 0.23 Hold
04/16/10 OCBC Pacific Shipping 0.3 0.23 Hold
04/23/10 OCBC Pacific Shipping 0.3 0.29 Hold FCFE Model (20% discount)
05/19/10 OCBC Pacific Shipping 0.28 0.29 Hold
Saturday, June 26, 2010
Cerebos - A great chicken essence stock!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/09/10 CIMB Cerebos 3.72 5.16 Outperform Sum of parts
05/11/10 CIMB Cerebos 3.72 5.34 Outperform Sum of parts
05/18/10 CIMB Cerebos 3.94 5.34 Outperform
05/18/10 CIMB Cerebos 4.02 5.34 Outperform
06/01/10 CIMB Cerebos 3.91 5.34 Outperform Sum of parts
02/09/10 CIMB Cerebos 3.72 5.16 Outperform Sum of parts
05/11/10 CIMB Cerebos 3.72 5.34 Outperform Sum of parts
05/18/10 CIMB Cerebos 3.94 5.34 Outperform
05/18/10 CIMB Cerebos 4.02 5.34 Outperform
06/01/10 CIMB Cerebos 3.91 5.34 Outperform Sum of parts
Friday, June 25, 2010
Genting vs Marina Bay Sands
Extracted news:
"Our estimate is that Marina Bay Sands, because of the customer profile, its position geographically in Singapore and its size and breadth of the facility, they are going to capture 60 per cent of the market," said Jonathan Galaviz, managing partner of Galaviz & Co.
End news
Genting will only garner about 40% of the market share in Singapore compared to MBS of 60%. The suprising stronghold of genting share price will not hold as it is artificially being held up. It is speculated that the share price is being propped up for fund raising. Let's see if genting will issue more rights or warrants by end of this year.
"Our estimate is that Marina Bay Sands, because of the customer profile, its position geographically in Singapore and its size and breadth of the facility, they are going to capture 60 per cent of the market," said Jonathan Galaviz, managing partner of Galaviz & Co.
End news
Genting will only garner about 40% of the market share in Singapore compared to MBS of 60%. The suprising stronghold of genting share price will not hold as it is artificially being held up. It is speculated that the share price is being propped up for fund raising. Let's see if genting will issue more rights or warrants by end of this year.
C&O Pharm - Analysts love this stock!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/12/10 DMG & Partners C&O Pharm 0.29 0.36 Buy PER11x
04/06/10 DMG & Partners C&O Pharm 0.42 0.5 Buy PER12x
04/07/10 DMG & Partners C&O Pharm 0.41 0.5 Buy PER12x
04/12/10 DMG & Partners C&O Pharm 0.43 0.5 Buy PER12x
05/12/10 Lim & Tan C&O Pharm 0.41 0 Buy
05/05/10 phillip C&O Pharm 0.39 0.53 Outperform DCF
05/12/10 phillip C&O Pharm 0.41 0.53 Buy
02/12/10 DMG & Partners C&O Pharm 0.29 0.36 Buy PER11x
04/06/10 DMG & Partners C&O Pharm 0.42 0.5 Buy PER12x
04/07/10 DMG & Partners C&O Pharm 0.41 0.5 Buy PER12x
04/12/10 DMG & Partners C&O Pharm 0.43 0.5 Buy PER12x
05/12/10 Lim & Tan C&O Pharm 0.41 0 Buy
05/05/10 phillip C&O Pharm 0.39 0.53 Outperform DCF
05/12/10 phillip C&O Pharm 0.41 0.53 Buy
Bukit Sembawang - Buy for CIMB, Hold for DBS Vickers
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/17/10 CIMB Bukit Sembawang 4.6 5.64 Outperform RNAV (25% discount)
04/16/10 CIMB Bukit Sembawang 4.93 5.64 Outperform
05/10/10 CIMB Bukit Sembawang 4.57 5.64 Outperform
05/18/10 CIMB Bukit Sembawang 4.73 5.64 Outperform
06/14/10 CIMB Bukit Sembawang 4.55 5.59 Outperform
01/04/10 DBS Vickers Bukit Sembawang 4.9 5.94 Buy
02/17/10 DBS Vickers Bukit Sembawang 4.6 6.07 Buy RNAV (30% discount)
03/08/10 DBS Vickers Bukit Sembawang 4.6 5.2 Hold
05/24/10 DBS Vickers Bukit Sembawang 4.6 5.25 Buy RNAV (40% discount)
06/16/10 DBS Vickers Bukit Sembawang 4.56 5.25 Hold
02/17/10 CIMB Bukit Sembawang 4.6 5.64 Outperform RNAV (25% discount)
04/16/10 CIMB Bukit Sembawang 4.93 5.64 Outperform
05/10/10 CIMB Bukit Sembawang 4.57 5.64 Outperform
05/18/10 CIMB Bukit Sembawang 4.73 5.64 Outperform
06/14/10 CIMB Bukit Sembawang 4.55 5.59 Outperform
01/04/10 DBS Vickers Bukit Sembawang 4.9 5.94 Buy
02/17/10 DBS Vickers Bukit Sembawang 4.6 6.07 Buy RNAV (30% discount)
03/08/10 DBS Vickers Bukit Sembawang 4.6 5.2 Hold
05/24/10 DBS Vickers Bukit Sembawang 4.6 5.25 Buy RNAV (40% discount)
06/16/10 DBS Vickers Bukit Sembawang 4.56 5.25 Hold
Thursday, June 24, 2010
Cambridge Industrial - A good reit?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/28/10 DBS Vickers Cambridge Industrial 0.45 0.54 Buy DCF
04/22/10 DBS Vickers Cambridge Industrial 0.51 0.54 Buy
01/28/10 DMG & Partners Cambridge Industrial 0.45 0.64 Buy DDM, Div Yield 8.5%
04/23/10 DMG & Partners Cambridge Industrial 0.505 0.64 Buy
01/29/10 phillip Cambridge Industrial 0.465 0.48 Hold Div Yield 9%
04/23/10 phillip Cambridge Industrial 0.505 0.51 Hold
01/28/10 DBS Vickers Cambridge Industrial 0.45 0.54 Buy DCF
04/22/10 DBS Vickers Cambridge Industrial 0.51 0.54 Buy
01/28/10 DMG & Partners Cambridge Industrial 0.45 0.64 Buy DDM, Div Yield 8.5%
04/23/10 DMG & Partners Cambridge Industrial 0.505 0.64 Buy
01/29/10 phillip Cambridge Industrial 0.465 0.48 Hold Div Yield 9%
04/23/10 phillip Cambridge Industrial 0.505 0.51 Hold
CNA - DMG loves this stock, not the channelnewsasia.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/18/10 DMG & Partners C N A 0.375 0.57 Buy PER8.2x
04/01/10 DMG & Partners C N A 0.295 0.46 Buy PER6.6x
05/17/10 DMG & Partners C N A 0.275 0.46 Buy PER6.6x
03/18/10 DMG & Partners C N A 0.375 0.57 Buy PER8.2x
04/01/10 DMG & Partners C N A 0.295 0.46 Buy PER6.6x
05/17/10 DMG & Partners C N A 0.275 0.46 Buy PER6.6x
Wednesday, June 23, 2010
Broadway - All analysts called for a BUY!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/11/10 CIMB Broadway 0.88 1.67 Outperform
04/28/10 CIMB Broadway 1.06 1.67 Outperform PER8x
02/24/10 DBS Vickers Broadway 0.855 1.28 Buy PER7x
04/15/10 DBS Vickers Broadway 1.05 1.28 Buy
01/08/10 DMG & Partners Broadway 0.64 1.01 Buy PER6.5x
02/24/10 DMG & Partners Broadway 0.855 1.16 Buy PER6.1x
04/28/10 DMG & Partners Broadway 1.06 1.46 Buy PER6.9x
06/15/10 DMG & Partners Broadway 1.1 1.46 Buy
02/24/10 Lim & Tan Broadway 0.855 0 Buy
04/28/10 Lim & Tan Broadway 1.06 0 Buy
03/11/10 CIMB Broadway 0.88 1.67 Outperform
04/28/10 CIMB Broadway 1.06 1.67 Outperform PER8x
02/24/10 DBS Vickers Broadway 0.855 1.28 Buy PER7x
04/15/10 DBS Vickers Broadway 1.05 1.28 Buy
01/08/10 DMG & Partners Broadway 0.64 1.01 Buy PER6.5x
02/24/10 DMG & Partners Broadway 0.855 1.16 Buy PER6.1x
04/28/10 DMG & Partners Broadway 1.06 1.46 Buy PER6.9x
06/15/10 DMG & Partners Broadway 1.1 1.46 Buy
02/24/10 Lim & Tan Broadway 0.855 0 Buy
04/28/10 Lim & Tan Broadway 1.06 0 Buy
Ausgroup - Nobody likes this stock!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
04/08/10 CIMB Ausgroup 0.62 0.96 Outperform PER13x
05/13/10 CIMB Ausgroup 0.54 0.61 Neutral PER11x
05/14/10 CIMB Ausgroup 0.54 0.61 Neutral
05/18/10 CIMB Ausgroup 0.54 0.61 Neutral
05/31/10 CIMB Ausgroup 0.46 0.61 Neutral
01/14/10 OCBC Ausgroup 0.685 0.78 Buy PER12x
02/12/10 OCBC Ausgroup 0.56 0.6 Hold PER11x
03/31/10 OCBC Ausgroup 0.6 0.6 Hold
05/05/10 OCBC Ausgroup 0.58 0.43 Sell PER11x
06/04/10 OCBC Ausgroup 0.465 0.43 Hold PER11x
04/08/10 CIMB Ausgroup 0.62 0.96 Outperform PER13x
05/13/10 CIMB Ausgroup 0.54 0.61 Neutral PER11x
05/14/10 CIMB Ausgroup 0.54 0.61 Neutral
05/18/10 CIMB Ausgroup 0.54 0.61 Neutral
05/31/10 CIMB Ausgroup 0.46 0.61 Neutral
01/14/10 OCBC Ausgroup 0.685 0.78 Buy PER12x
02/12/10 OCBC Ausgroup 0.56 0.6 Hold PER11x
03/31/10 OCBC Ausgroup 0.6 0.6 Hold
05/05/10 OCBC Ausgroup 0.58 0.43 Sell PER11x
06/04/10 OCBC Ausgroup 0.465 0.43 Hold PER11x
Tuesday, June 22, 2010
Asia Environment - A lousy stock?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/04/10 DBS Vickers Asia Environment 0.31 0.47 Buy
02/04/10 DBS Vickers Asia Environment 0.29 0.23 Fully Valued PER8x
03/02/10 DBS Vickers Asia Environment 0.225 0.2 Fully Valued PER8x
05/10/10 DBS Vickers Asia Environment 0.16 0.15 Fully Valued PER8x
01/04/10 DBS Vickers Asia Environment 0.31 0.47 Buy
02/04/10 DBS Vickers Asia Environment 0.29 0.23 Fully Valued PER8x
03/02/10 DBS Vickers Asia Environment 0.225 0.2 Fully Valued PER8x
05/10/10 DBS Vickers Asia Environment 0.16 0.15 Fully Valued PER8x
ART - An "ART" that is loved by all analysts
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/25/10 CIMB ART 1.25 1.35 Neutral
05/03/10 CIMB ART 1.2 1.35 Outperform DDM
05/03/10 CIMB ART 1.2 1.35 Outperform DDM
05/18/10 CIMB ART 1.16 1.35 Outperform
01/04/10 DBS Vickers ART 1.13 1.32 Buy
01/25/10 DBS Vickers ART 1.29 1.46 Buy
02/22/10 DBS Vickers ART 1.13 1.46 Buy
03/08/10 DBS Vickers ART 1.23 1.46 Buy
04/30/10 DBS Vickers ART 1.17 1.46 Buy
06/16/10 Kim Eng ART 1.12 1.35 Buy DDM, Div Yield 7%
01/21/10 Lim & Tan ART 1.33 0 Buy
01/04/10 OCBC ART 1.2 1.25 Buy
02/02/10 OCBC ART 1.14 1.38 Buy
03/04/10 OCBC ART 1.17 1.38 Buy
04/14/10 OCBC ART 1.25 1.38 Buy
04/30/10 OCBC ART 1.17 1.32 Buy
05/12/10 OCBC ART 1.15 1.32 Buy
03/25/10 CIMB ART 1.25 1.35 Neutral
05/03/10 CIMB ART 1.2 1.35 Outperform DDM
05/03/10 CIMB ART 1.2 1.35 Outperform DDM
05/18/10 CIMB ART 1.16 1.35 Outperform
01/04/10 DBS Vickers ART 1.13 1.32 Buy
01/25/10 DBS Vickers ART 1.29 1.46 Buy
02/22/10 DBS Vickers ART 1.13 1.46 Buy
03/08/10 DBS Vickers ART 1.23 1.46 Buy
04/30/10 DBS Vickers ART 1.17 1.46 Buy
06/16/10 Kim Eng ART 1.12 1.35 Buy DDM, Div Yield 7%
01/21/10 Lim & Tan ART 1.33 0 Buy
01/04/10 OCBC ART 1.2 1.25 Buy
02/02/10 OCBC ART 1.14 1.38 Buy
03/04/10 OCBC ART 1.17 1.38 Buy
04/14/10 OCBC ART 1.25 1.38 Buy
04/30/10 OCBC ART 1.17 1.32 Buy
05/12/10 OCBC ART 1.15 1.32 Buy
Monday, June 21, 2010
ARA Asset Management - A good choice?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
03/16/10 CIMB ARA Asset Management 1.14 1.36 Trading Buy Sum of parts
05/06/10 CIMB ARA Asset Management 0.92 1.36 Outperform Sum of parts
06/02/10 DBS Vickers ARA Asset Management 0.935 1.11 Buy Sum of parts
03/16/10 CIMB ARA Asset Management 1.14 1.36 Trading Buy Sum of parts
05/06/10 CIMB ARA Asset Management 0.92 1.36 Outperform Sum of parts
06/02/10 DBS Vickers ARA Asset Management 0.935 1.11 Buy Sum of parts
Mermaid Maritime - Is this stock really a mermaid?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
04/21/10 CIMB Mermaid 0.73 1 Outperform PER12x
05/14/10 CIMB Mermaid 0.67 1 Outperform
05/17/10 CIMB Mermaid 0.67 0.73 Trading Sell PER12x
05/31/10 CIMB Mermaid 0.48 0.73 Trading Buy
06/08/10 CIMB Mermaid 0.53 0.73 Trading Sell
01/04/10 DBS Vickers Mermaid 0.83 1.11 Buy
02/17/10 DBS Vickers Mermaid 0.64 1.03 Buy
05/07/10 DBS Vickers Mermaid 0.68 0.64 Fully Valued Blended PER 9X & PER12x
05/17/10 DBS Vickers Mermaid 0.67 0.53 Fully Valued PER9x & 12x
04/21/10 CIMB Mermaid 0.73 1 Outperform PER12x
05/14/10 CIMB Mermaid 0.67 1 Outperform
05/17/10 CIMB Mermaid 0.67 0.73 Trading Sell PER12x
05/31/10 CIMB Mermaid 0.48 0.73 Trading Buy
06/08/10 CIMB Mermaid 0.53 0.73 Trading Sell
01/04/10 DBS Vickers Mermaid 0.83 1.11 Buy
02/17/10 DBS Vickers Mermaid 0.64 1.03 Buy
05/07/10 DBS Vickers Mermaid 0.68 0.64 Fully Valued Blended PER 9X & PER12x
05/17/10 DBS Vickers Mermaid 0.67 0.53 Fully Valued PER9x & 12x
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