03/22/10 CIMB SGX 8.03 8.38 Underperform DDM
04/16/10 CIMB SGX 8.26 8.38 Underperform DDM
05/18/10 CIMB SGX 7.74 8.38 Underperform
06/04/10 CIMB SGX 7.39 8.38 Neutral DDM
08/03/10 CIMB SGX 7.79 8.38 Neutral DDM
09/24/10 CIMB SGX 8.87 9.75 Outperform DDM
09/27/10 CIMB SGX 8.88 9.75 Neutral
10/19/10 CIMB SGX 10.04 10.86 Outperform DDM
10/26/10 Credit Suisse SGX 8.95 7.5 Underperform
04/13/10 DBS Vickers SGX 7.96 8 Fully Valued PER20x
04/16/10 DBS Vickers SGX 8.26 8 Fully Valued PER20x
07/02/10 DBS Vickers SGX 7.44 7 Fully Valued PER18x
08/03/10 DBS Vickers SGX 7.79 6.9 Fully Valued PER18x
09/22/10 DBS Vickers SGX 8.5 9.6 Buy DDM
09/27/10 DBS Vickers SGX 8.8 9.6 Buy
10/19/10 DBS Vickers SGX 10.04 11.4 Buy
09/15/10 Deutsche SGX 8.2 9.5 Buy
01/07/10 DMG & Partners SGX 8.34 7.6 Sell PER22x
01/18/10 DMG & Partners SGX 8.36 7.6 Sell PER22x
04/06/10 DMG & Partners SGX 7.8 7 Sell PER21x
04/07/10 DMG & Partners SGX 7.88 7 Sell PER21x
04/19/10 DMG & Partners SGX 8.26 7 Sell PER21x
05/21/10 DMG & Partners SGX 7.5 6.5 Sell
05/21/10 DMG & Partners SGX 7.68 6.5 Sell PER20x
06/01/10 DMG & Partners SGX 7.38 6.5 Sell PER20x
06/07/10 DMG & Partners SGX 7.35 6.5 Sell
07/08/10 DMG & Partners SGX 7.34 6.5 Sell PER20x
08/26/10 DMG & Partners SGX 7.38 6.5 Sell PER20x
10/12/10 DMG & Partners SGX 9.44 7.9 Sell Sum of parts
10/19/10 DMG & Partners SGX 10.12 7.9 Sell
10/26/10 DMG & Partners SGX 8.95 8.33 Neutral PER20x
01/19/10 Kim Eng SGX 8.36 7.3 Hold PER21x
04/08/10 Kim Eng SGX 7.84 7 Hold PER22x
04/19/10 Kim Eng SGX 8.26 7 Sell
06/09/10 Kim Eng SGX 7.32 7.1 Hold
08/03/10 Kim Eng SGX 7.79 7.1 Hold PER22x
10/19/10 Kim Eng SGX 10.04 10 Hold
10/26/10 Kim Eng SGX 8.95 8.33 Hold PER25x
01/19/10 Lim & Tan SGX 8.36 0 Neutral
03/19/10 Lim & Tan SGX 8.36 0 Neutral
03/22/10 Lim & Tan SGX 8.36 0 Neutral
07/29/10 Lim & Tan SGX 7.68 0 Neutral
08/02/10 Lim & Tan SGX 7.66 0 Neutral
10/07/10 Lim & Tan SGX 9.48 0 Hold
10/18/10 Lim & Tan SGX 10.12 0 Hold
09/20/10 Macquarie SGX 8.44 9.5 Outperform
01/19/10 OCBC SGX 8.36 8.35 Hold
04/16/10 OCBC SGX 8.26 8.35 Hold PER25x
08/03/10 OCBC SGX 7.79 7.93 Hold PER23x
09/14/10 OCBC SGX 7.93 7.5 Hold
10/18/10 OCBC SGX 10.12 8.6 Sell
10/26/10 OCBC SGX 8.95 8.97 Hold PER26x
06/28/10 phillip SGX 7.57 9 Buy DCF, PER22.5x
08/03/10 phillip SGX 7.79 9 Buy
08/03/10 phillip SGX 7.79 9 Buy
10/08/10 phillip SGX 9.47 10.5 Buy PER24.1x
10/19/10 phillip SGX 10.04 10.5 Buy
10/27/10 phillip SGX 8.72 10.5 Buy
10/08/10 UBS SGX 9.47 10.5 Buy
Thursday, November 11, 2010
Sembcorp Marine - Specialize in oil rig platforms and vessels
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/05/10 AmFraser Sembcorp Marine 3.42 4.65 Buy PER20x
02/23/10 CIMB Sembcorp Marine 3.41 4.54 Outperform
03/12/10 CIMB Sembcorp Marine 4.11 4.54 Outperform DCF, PER18x
03/19/10 CIMB Sembcorp Marine 4.02 5.44 Outperform DCF, PER18x
04/19/10 CIMB Sembcorp Marine 4.42 5.44 Outperform
05/10/10 CIMB Sembcorp Marine 4.09 5.44 Outperform DCF, PER18x
05/18/10 CIMB Sembcorp Marine 4.2 5.44 Outperform
05/31/10 CIMB Sembcorp Marine 4 5.44 Outperform DCF & PER18x
06/03/10 CIMB Sembcorp Marine 3.7 5.44 Outperform
07/12/10 CIMB Sembcorp Marine 3.96 4.22 Neutral DCF & PER15x
09/20/10 CIMB Sembcorp Marine 3.99 4.2 Neutral DCF & PER15
09/23/10 CIMB Sembcorp Marine 3.99 4.2 Neutral PER15x
10/06/10 CIMB Sembcorp Marine 4.12 4.3 Neutral DCF & PER
10/19/10 CIMB Sembcorp Marine 4.45 5.23 Outperform PER15x & DCF
11/08/10 CIMB Sembcorp Marine 4.74 5.75 Outperform DCF & PER15x
07/22/10 Credit Suisse Sembcorp Marine 3.84 4.15 Neutral
08/04/10 Credit Suisse Sembcorp Marine 4.04 4.25 Neutral
01/05/10 DBS Vickers Sembcorp Marine 3.7 4.26 Buy
02/04/10 DBS Vickers Sembcorp Marine 3.46 4.26 Buy
02/23/10 DBS Vickers Sembcorp Marine 3.41 5.25 Buy Sum of parts
03/08/10 DBS Vickers Sembcorp Marine 3.89 5.25 Buy
04/15/10 DBS Vickers Sembcorp Marine 4.4 5.6 Buy
05/10/10 DBS Vickers Sembcorp Marine 4.09 5.4 Buy Sum of parts, PER16x
06/28/10 DBS Vickers Sembcorp Marine 3.99 5.4 Buy
08/04/10 DBS Vickers Sembcorp Marine 4.04 5.1 Buy PER16.5x
10/06/10 DBS Vickers Sembcorp Marine 4.12 4.8 Buy Sum of parts
10/12/10 DBS Vickers Sembcorp Marine 4.31 4.8 Buy
10/21/10 DBS Vickers Sembcorp Marine 4.64 5.25 Buy Sum of parts
11/08/10 DBS Vickers Sembcorp Marine 4.74 5.48 Buy Sum of parts
02/08/10 DMG & Partners Sembcorp Marine 3.32 3.31 Neutral Sum of parts, PER14.6x
02/23/10 DMG & Partners Sembcorp Marine 3.41 3.51 Neutral Sum of parts, PER15.5x
03/12/10 DMG & Partners Sembcorp Marine 4.11 3.51 Sell Sum of parts, PER15.4x
03/19/10 DMG & Partners Sembcorp Marine 4.02 3.51 Sell Sum of parts
04/15/10 DMG & Partners Sembcorp Marine 4.4 3.67 Sell Sum of parts, PER15.5x
04/23/10 DMG & Partners Sembcorp Marine 4.28 3.67 Sell
04/30/10 DMG & Partners Sembcorp Marine 4.31 3.67 Sell Sum of parts, PER15.7x, PB3.4x
05/06/10 DMG & Partners Sembcorp Marine 4.04 3.67 Sell
05/10/10 DMG & Partners Sembcorp Marine 4.09 3.67 Sell Sum of parts
05/17/10 DMG & Partners Sembcorp Marine 4.2 3.67 Sell
06/01/10 DMG & Partners Sembcorp Marine 4 3.67 Sell Sum of parts
06/07/10 DMG & Partners Sembcorp Marine 3.81 3.67 Sell
06/17/10 DMG & Partners Sembcorp Marine 3.91 3.67 Sell
06/30/10 DMG & Partners Sembcorp Marine 3.9 3.67 Sell Sum of parts
08/04/10 DMG & Partners Sembcorp Marine 4.04 3.7 Sell Sum of parts
09/13/10 DMG & Partners Sembcorp Marine 3.92 3.7 Sell Sum of parts
09/22/10 DMG & Partners Sembcorp Marine 3.99 3.73 Sell Sum of parts
09/29/10 DMG & Partners Sembcorp Marine 3.9 3.73 Sell Sum of parts
10/06/10 DMG & Partners Sembcorp Marine 4.12 3.73 Sell Sum of parts
10/13/10 DMG & Partners Sembcorp Marine 4.29 3.73 Sell
10/19/10 DMG & Partners Sembcorp Marine 4.45 4.42 Neutral
11/08/10 DMG & Partners Sembcorp Marine 4.74 4.7 Neutral Sum of parts
02/23/10 Kim Eng Sembcorp Marine 3.41 4.95 Buy PER14x
03/19/10 Kim Eng Sembcorp Marine 4.02 4.95 Buy PER14x
04/06/10 Kim Eng Sembcorp Marine 4.35 4.95 Buy PER14x
05/10/10 Kim Eng Sembcorp Marine 4.09 4.95 Buy PER14x
08/04/10 Kim Eng Sembcorp Marine 4.34 4.95 Buy PER14x
10/07/10 Kim Eng Sembcorp Marine 4.32 4.95 Buy PER14x
10/19/10 Kim Eng Sembcorp Marine 4.32 5.4 Buy Sum of parts
11/08/10 Kim Eng Sembcorp Marine 4.32 5.4 Buy Sum of parts
02/23/10 Lim & Tan Sembcorp Marine 3.41 0 Buy
04/15/10 Lim & Tan Sembcorp Marine 4.4 0 Buy
08/04/10 Lim & Tan Sembcorp Marine 4.04 0 Buy
09/23/10 Lim & Tan Sembcorp Marine 3.99 0 Buy
10/06/10 Lim & Tan Sembcorp Marine 4.12 0 Buy
11/08/10 Lim & Tan Sembcorp Marine 4.74 0 Buy
10/19/10 Nomura Sembcorp Marine 4.45 5.18 Buy
03/05/10 OCBC Sembcorp Marine 3.82 4.16 Buy
03/11/10 OCBC Sembcorp Marine 3.97 4.58 Buy
04/05/10 OCBC Sembcorp Marine 4.29 4.58 Buy
05/20/10 OCBC Sembcorp Marine 3.94 4.75 Buy
06/09/10 OCBC Sembcorp Marine 3.66 4.75 Buy
07/08/10 OCBC Sembcorp Marine 3.81 4.75 Buy
07/15/10 OCBC Sembcorp Marine 3.96 4.75 Buy
09/02/10 OCBC Sembcorp Marine 3.81 4.75 Buy
09/08/10 OCBC Sembcorp Marine 3.97 4.75 Buy
09/13/10 OCBC Sembcorp Marine 3.92 4.75 Buy
09/15/10 OCBC Sembcorp Marine 3.96 4.75 Buy
09/24/10 OCBC Sembcorp Marine 3.96 4.75 Buy PER15x
09/27/10 OCBC Sembcorp Marine 3.92 4.75 Buy
10/04/10 OCBC Sembcorp Marine 3.95 4.75 Buy
10/13/10 OCBC Sembcorp Marine 4.29 4.75 Buy
04/13/10 phillip Sembcorp Marine 4.26 4.72 Buy Sum of parts
05/10/10 phillip Sembcorp Marine 4.09 4.74 Buy Sum of 2 parts
07/01/10 phillip Sembcorp Marine 3.86 4.73 Buy
08/04/10 phillip Sembcorp Marine 4.04 4.73 Buy
11/08/10 phillip Sembcorp Marine 4.74 5.46 Buy Sum of parts
02/05/10 AmFraser Sembcorp Marine 3.42 4.65 Buy PER20x
02/23/10 CIMB Sembcorp Marine 3.41 4.54 Outperform
03/12/10 CIMB Sembcorp Marine 4.11 4.54 Outperform DCF, PER18x
03/19/10 CIMB Sembcorp Marine 4.02 5.44 Outperform DCF, PER18x
04/19/10 CIMB Sembcorp Marine 4.42 5.44 Outperform
05/10/10 CIMB Sembcorp Marine 4.09 5.44 Outperform DCF, PER18x
05/18/10 CIMB Sembcorp Marine 4.2 5.44 Outperform
05/31/10 CIMB Sembcorp Marine 4 5.44 Outperform DCF & PER18x
06/03/10 CIMB Sembcorp Marine 3.7 5.44 Outperform
07/12/10 CIMB Sembcorp Marine 3.96 4.22 Neutral DCF & PER15x
09/20/10 CIMB Sembcorp Marine 3.99 4.2 Neutral DCF & PER15
09/23/10 CIMB Sembcorp Marine 3.99 4.2 Neutral PER15x
10/06/10 CIMB Sembcorp Marine 4.12 4.3 Neutral DCF & PER
10/19/10 CIMB Sembcorp Marine 4.45 5.23 Outperform PER15x & DCF
11/08/10 CIMB Sembcorp Marine 4.74 5.75 Outperform DCF & PER15x
07/22/10 Credit Suisse Sembcorp Marine 3.84 4.15 Neutral
08/04/10 Credit Suisse Sembcorp Marine 4.04 4.25 Neutral
01/05/10 DBS Vickers Sembcorp Marine 3.7 4.26 Buy
02/04/10 DBS Vickers Sembcorp Marine 3.46 4.26 Buy
02/23/10 DBS Vickers Sembcorp Marine 3.41 5.25 Buy Sum of parts
03/08/10 DBS Vickers Sembcorp Marine 3.89 5.25 Buy
04/15/10 DBS Vickers Sembcorp Marine 4.4 5.6 Buy
05/10/10 DBS Vickers Sembcorp Marine 4.09 5.4 Buy Sum of parts, PER16x
06/28/10 DBS Vickers Sembcorp Marine 3.99 5.4 Buy
08/04/10 DBS Vickers Sembcorp Marine 4.04 5.1 Buy PER16.5x
10/06/10 DBS Vickers Sembcorp Marine 4.12 4.8 Buy Sum of parts
10/12/10 DBS Vickers Sembcorp Marine 4.31 4.8 Buy
10/21/10 DBS Vickers Sembcorp Marine 4.64 5.25 Buy Sum of parts
11/08/10 DBS Vickers Sembcorp Marine 4.74 5.48 Buy Sum of parts
02/08/10 DMG & Partners Sembcorp Marine 3.32 3.31 Neutral Sum of parts, PER14.6x
02/23/10 DMG & Partners Sembcorp Marine 3.41 3.51 Neutral Sum of parts, PER15.5x
03/12/10 DMG & Partners Sembcorp Marine 4.11 3.51 Sell Sum of parts, PER15.4x
03/19/10 DMG & Partners Sembcorp Marine 4.02 3.51 Sell Sum of parts
04/15/10 DMG & Partners Sembcorp Marine 4.4 3.67 Sell Sum of parts, PER15.5x
04/23/10 DMG & Partners Sembcorp Marine 4.28 3.67 Sell
04/30/10 DMG & Partners Sembcorp Marine 4.31 3.67 Sell Sum of parts, PER15.7x, PB3.4x
05/06/10 DMG & Partners Sembcorp Marine 4.04 3.67 Sell
05/10/10 DMG & Partners Sembcorp Marine 4.09 3.67 Sell Sum of parts
05/17/10 DMG & Partners Sembcorp Marine 4.2 3.67 Sell
06/01/10 DMG & Partners Sembcorp Marine 4 3.67 Sell Sum of parts
06/07/10 DMG & Partners Sembcorp Marine 3.81 3.67 Sell
06/17/10 DMG & Partners Sembcorp Marine 3.91 3.67 Sell
06/30/10 DMG & Partners Sembcorp Marine 3.9 3.67 Sell Sum of parts
08/04/10 DMG & Partners Sembcorp Marine 4.04 3.7 Sell Sum of parts
09/13/10 DMG & Partners Sembcorp Marine 3.92 3.7 Sell Sum of parts
09/22/10 DMG & Partners Sembcorp Marine 3.99 3.73 Sell Sum of parts
09/29/10 DMG & Partners Sembcorp Marine 3.9 3.73 Sell Sum of parts
10/06/10 DMG & Partners Sembcorp Marine 4.12 3.73 Sell Sum of parts
10/13/10 DMG & Partners Sembcorp Marine 4.29 3.73 Sell
10/19/10 DMG & Partners Sembcorp Marine 4.45 4.42 Neutral
11/08/10 DMG & Partners Sembcorp Marine 4.74 4.7 Neutral Sum of parts
02/23/10 Kim Eng Sembcorp Marine 3.41 4.95 Buy PER14x
03/19/10 Kim Eng Sembcorp Marine 4.02 4.95 Buy PER14x
04/06/10 Kim Eng Sembcorp Marine 4.35 4.95 Buy PER14x
05/10/10 Kim Eng Sembcorp Marine 4.09 4.95 Buy PER14x
08/04/10 Kim Eng Sembcorp Marine 4.34 4.95 Buy PER14x
10/07/10 Kim Eng Sembcorp Marine 4.32 4.95 Buy PER14x
10/19/10 Kim Eng Sembcorp Marine 4.32 5.4 Buy Sum of parts
11/08/10 Kim Eng Sembcorp Marine 4.32 5.4 Buy Sum of parts
02/23/10 Lim & Tan Sembcorp Marine 3.41 0 Buy
04/15/10 Lim & Tan Sembcorp Marine 4.4 0 Buy
08/04/10 Lim & Tan Sembcorp Marine 4.04 0 Buy
09/23/10 Lim & Tan Sembcorp Marine 3.99 0 Buy
10/06/10 Lim & Tan Sembcorp Marine 4.12 0 Buy
11/08/10 Lim & Tan Sembcorp Marine 4.74 0 Buy
10/19/10 Nomura Sembcorp Marine 4.45 5.18 Buy
03/05/10 OCBC Sembcorp Marine 3.82 4.16 Buy
03/11/10 OCBC Sembcorp Marine 3.97 4.58 Buy
04/05/10 OCBC Sembcorp Marine 4.29 4.58 Buy
05/20/10 OCBC Sembcorp Marine 3.94 4.75 Buy
06/09/10 OCBC Sembcorp Marine 3.66 4.75 Buy
07/08/10 OCBC Sembcorp Marine 3.81 4.75 Buy
07/15/10 OCBC Sembcorp Marine 3.96 4.75 Buy
09/02/10 OCBC Sembcorp Marine 3.81 4.75 Buy
09/08/10 OCBC Sembcorp Marine 3.97 4.75 Buy
09/13/10 OCBC Sembcorp Marine 3.92 4.75 Buy
09/15/10 OCBC Sembcorp Marine 3.96 4.75 Buy
09/24/10 OCBC Sembcorp Marine 3.96 4.75 Buy PER15x
09/27/10 OCBC Sembcorp Marine 3.92 4.75 Buy
10/04/10 OCBC Sembcorp Marine 3.95 4.75 Buy
10/13/10 OCBC Sembcorp Marine 4.29 4.75 Buy
04/13/10 phillip Sembcorp Marine 4.26 4.72 Buy Sum of parts
05/10/10 phillip Sembcorp Marine 4.09 4.74 Buy Sum of 2 parts
07/01/10 phillip Sembcorp Marine 3.86 4.73 Buy
08/04/10 phillip Sembcorp Marine 4.04 4.73 Buy
11/08/10 phillip Sembcorp Marine 4.74 5.46 Buy Sum of parts
Wednesday, November 10, 2010
Sembcorp Industries - A very well-covered stock!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/26/10 CIMB Sembcorp Industries 3.77 4.72 Outperform Sum of parts
04/27/10 CIMB Sembcorp Industries 4.39 5.58 Outperform Sum of parts
05/10/10 CIMB Sembcorp Industries 3.91 5.58 Outperform Sum of parts
05/18/10 CIMB Sembcorp Industries 4.18 5.58 Outperform
05/26/10 CIMB Sembcorp Industries 3.85 5.58 Outperform Sum of parts
07/06/10 CIMB Sembcorp Industries 4.14 4.71 Outperform Sum of parts
08/26/10 CIMB Sembcorp Industries 4.13 4.69 Outperform Sum of parts
11/09/10 CIMB Sembcorp Industries 4.83 6.06 Outperform Sum of parts
02/26/10 DBS Vickers Sembcorp Industries 3.7 4.91 Buy Sum of parts
07/09/10 DBS Vickers Sembcorp Industries 4.04 4.9 Buy RNAV (10% discount)
11/09/10 DBS Vickers Sembcorp Industries 4.83 5.2 Buy Sum of parts
05/12/10 DMG & Partners Sembcorp Industries 4.15 4.63 Buy Sum of parts
05/13/10 DMG & Partners Sembcorp Industries 4.15 4.63 Buy Sum of parts
05/26/10 DMG & Partners Sembcorp Industries 3.85 4.63 Buy Sum of parts
06/01/10 DMG & Partners Sembcorp Industries 4 4.63 Buy
06/08/10 DMG & Partners Sembcorp Industries 3.99 4.63 Buy Sum of parts
06/30/10 DMG & Partners Sembcorp Industries 4.08 4.92 Buy Sum of parts
07/09/10 DMG & Partners Sembcorp Industries 4.21 4.96 Buy
08/12/10 DMG & Partners Sembcorp Industries 4.12 4.96 Buy
08/13/10 DMG & Partners Sembcorp Industries 4.1 4.98 Buy Sum of parts
08/26/10 DMG & Partners Sembcorp Industries 4.13 4.98 Buy Sum of parts
09/03/10 DMG & Partners Sembcorp Industries 4.26 4.98 Buy Sum of parts
09/13/10 DMG & Partners Sembcorp Industries 4.42 4.98 Buy
11/09/10 DMG & Partners Sembcorp Industries 4.83 5.65 Buy Sum of parts
02/26/10 Kim Eng Sembcorp Industries 3.7 4.14 Buy Sum of parts, PER10.6x
04/27/10 Kim Eng Sembcorp Industries 4.39 4.38 Hold PER11.5x
04/28/10 Kim Eng Sembcorp Industries 4.36 4.38 Hold
05/11/10 Kim Eng Sembcorp Industries 4.04 4.38 Hold Sum of parts
08/13/10 Kim Eng Sembcorp Industries 4.1 4.38 Hold Sum of parts
08/26/10 Kim Eng Sembcorp Industries 4.13 4.38 Hold
11/09/10 Kim Eng Sembcorp Industries 4.83 4.65 Hold
02/26/10 Lim & Tan Sembcorp Industries 3.7 0 Buy
04/27/10 Lim & Tan Sembcorp Industries 4.39 0 Buy
11/09/10 Lim & Tan Sembcorp Industries 4.83 0 Hold
07/20/10 phillip Sembcorp Industries 4.2 5.1 Buy
08/13/10 phillip Sembcorp Industries 4.1 5.1 Buy Sum of parts
11/09/10 phillip Sembcorp Industries 4.83 5.85 Buy Sum of parts
02/26/10 CIMB Sembcorp Industries 3.77 4.72 Outperform Sum of parts
04/27/10 CIMB Sembcorp Industries 4.39 5.58 Outperform Sum of parts
05/10/10 CIMB Sembcorp Industries 3.91 5.58 Outperform Sum of parts
05/18/10 CIMB Sembcorp Industries 4.18 5.58 Outperform
05/26/10 CIMB Sembcorp Industries 3.85 5.58 Outperform Sum of parts
07/06/10 CIMB Sembcorp Industries 4.14 4.71 Outperform Sum of parts
08/26/10 CIMB Sembcorp Industries 4.13 4.69 Outperform Sum of parts
11/09/10 CIMB Sembcorp Industries 4.83 6.06 Outperform Sum of parts
02/26/10 DBS Vickers Sembcorp Industries 3.7 4.91 Buy Sum of parts
07/09/10 DBS Vickers Sembcorp Industries 4.04 4.9 Buy RNAV (10% discount)
11/09/10 DBS Vickers Sembcorp Industries 4.83 5.2 Buy Sum of parts
05/12/10 DMG & Partners Sembcorp Industries 4.15 4.63 Buy Sum of parts
05/13/10 DMG & Partners Sembcorp Industries 4.15 4.63 Buy Sum of parts
05/26/10 DMG & Partners Sembcorp Industries 3.85 4.63 Buy Sum of parts
06/01/10 DMG & Partners Sembcorp Industries 4 4.63 Buy
06/08/10 DMG & Partners Sembcorp Industries 3.99 4.63 Buy Sum of parts
06/30/10 DMG & Partners Sembcorp Industries 4.08 4.92 Buy Sum of parts
07/09/10 DMG & Partners Sembcorp Industries 4.21 4.96 Buy
08/12/10 DMG & Partners Sembcorp Industries 4.12 4.96 Buy
08/13/10 DMG & Partners Sembcorp Industries 4.1 4.98 Buy Sum of parts
08/26/10 DMG & Partners Sembcorp Industries 4.13 4.98 Buy Sum of parts
09/03/10 DMG & Partners Sembcorp Industries 4.26 4.98 Buy Sum of parts
09/13/10 DMG & Partners Sembcorp Industries 4.42 4.98 Buy
11/09/10 DMG & Partners Sembcorp Industries 4.83 5.65 Buy Sum of parts
02/26/10 Kim Eng Sembcorp Industries 3.7 4.14 Buy Sum of parts, PER10.6x
04/27/10 Kim Eng Sembcorp Industries 4.39 4.38 Hold PER11.5x
04/28/10 Kim Eng Sembcorp Industries 4.36 4.38 Hold
05/11/10 Kim Eng Sembcorp Industries 4.04 4.38 Hold Sum of parts
08/13/10 Kim Eng Sembcorp Industries 4.1 4.38 Hold Sum of parts
08/26/10 Kim Eng Sembcorp Industries 4.13 4.38 Hold
11/09/10 Kim Eng Sembcorp Industries 4.83 4.65 Hold
02/26/10 Lim & Tan Sembcorp Industries 3.7 0 Buy
04/27/10 Lim & Tan Sembcorp Industries 4.39 0 Buy
11/09/10 Lim & Tan Sembcorp Industries 4.83 0 Hold
07/20/10 phillip Sembcorp Industries 4.2 5.1 Buy
08/13/10 phillip Sembcorp Industries 4.1 5.1 Buy Sum of parts
11/09/10 phillip Sembcorp Industries 4.83 5.85 Buy Sum of parts
SC Global - A niche property developer!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
05/13/10 AmFraser SC Global 1.63 2.65 Buy RNAV
08/30/10 AmFraser SC Global 1.6 2.64 Buy
01/04/10 DBS Vickers SC Global 1.71 1.92 Buy
02/26/10 DBS Vickers SC Global 1.73 2.1 Buy RNAV (25% discount)
03/08/10 DBS Vickers SC Global 1.82 2.1 Buy
03/30/10 DBS Vickers SC Global 1.85 2.1 Buy
05/13/10 DBS Vickers SC Global 1.63 2.1 Buy RNAV (25% discount)
05/18/10 DBS Vickers SC Global 1.67 2.1 Buy
06/16/10 DBS Vickers SC Global 1.6 2.1 Buy
07/16/10 DBS Vickers SC Global 1.57 2.1 Buy
02/26/10 DMG & Partners SC Global 1.73 2.26 Buy RNAV (20% discount)
03/15/10 DMG & Partners SC Global 1.9 2.26 Buy
04/01/10 DMG & Partners SC Global 1.9 2.26 Buy
04/16/10 DMG & Partners SC Global 1.87 2.26 Buy
05/14/10 DMG & Partners SC Global 1.63 2.62 Buy RNAV (20% discount)
08/16/10 DMG & Partners SC Global 1.63 1.9 Buy
08/16/10 Lim & Tan SC Global 1.63 0 Hold/Sell $1.7/1.8
09/07/10 Nomura SC Global 1.56 1.77 Neutral
01/18/10 phillip SC Global 2 2.03 Hold RNAV (20% discount)
02/22/10 phillip SC Global 1.8 2.03 Hold
02/26/10 phillip SC Global 1.75 1.92 Hold RNAV (20% discount)
05/13/10 phillip SC Global 1.63 1.93 Buy RNAV (20% discount)
06/17/10 phillip SC Global 1.6 2.02 Buy RNAV (30% discount)
08/16/10 phillip SC Global 1.63 2.02 Buy RNAV (30% discount)
10/04/10 phillip SC Global 1.6 2.02 Buy RNAV (30% discount), PER7x
05/13/10 AmFraser SC Global 1.63 2.65 Buy RNAV
08/30/10 AmFraser SC Global 1.6 2.64 Buy
01/04/10 DBS Vickers SC Global 1.71 1.92 Buy
02/26/10 DBS Vickers SC Global 1.73 2.1 Buy RNAV (25% discount)
03/08/10 DBS Vickers SC Global 1.82 2.1 Buy
03/30/10 DBS Vickers SC Global 1.85 2.1 Buy
05/13/10 DBS Vickers SC Global 1.63 2.1 Buy RNAV (25% discount)
05/18/10 DBS Vickers SC Global 1.67 2.1 Buy
06/16/10 DBS Vickers SC Global 1.6 2.1 Buy
07/16/10 DBS Vickers SC Global 1.57 2.1 Buy
02/26/10 DMG & Partners SC Global 1.73 2.26 Buy RNAV (20% discount)
03/15/10 DMG & Partners SC Global 1.9 2.26 Buy
04/01/10 DMG & Partners SC Global 1.9 2.26 Buy
04/16/10 DMG & Partners SC Global 1.87 2.26 Buy
05/14/10 DMG & Partners SC Global 1.63 2.62 Buy RNAV (20% discount)
08/16/10 DMG & Partners SC Global 1.63 1.9 Buy
08/16/10 Lim & Tan SC Global 1.63 0 Hold/Sell $1.7/1.8
09/07/10 Nomura SC Global 1.56 1.77 Neutral
01/18/10 phillip SC Global 2 2.03 Hold RNAV (20% discount)
02/22/10 phillip SC Global 1.8 2.03 Hold
02/26/10 phillip SC Global 1.75 1.92 Hold RNAV (20% discount)
05/13/10 phillip SC Global 1.63 1.93 Buy RNAV (20% discount)
06/17/10 phillip SC Global 1.6 2.02 Buy RNAV (30% discount)
08/16/10 phillip SC Global 1.63 2.02 Buy RNAV (30% discount)
10/04/10 phillip SC Global 1.6 2.02 Buy RNAV (30% discount), PER7x
Tuesday, November 9, 2010
SATS - An excellent airport handler!
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
11/03/10 CIMB SATS 2.89 2.35 Underperform PER12.4x
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
07/30/10 DBS Vickers SATS 2.96 3.13 Buy
08/20/10 DBS Vickers SATS 2.78 3.13 Buy
09/27/10 DBS Vickers SATS 2.8 3.13 Buy
11/02/10 DBS Vickers SATS 2.89 3.13 Buy
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
08/02/10 DMG & Partners SATS 2.96 3.25 Buy PER19x
11/03/10 DMG & Partners SATS 2.89 3.25 Buy DCF, PER18.7x
11/04/10 DMG & Partners SATS 2.89 3.25 Buy DCF, PE18.7x
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
07/30/10 Kim Eng SATS 2.96 3.48 Buy PER19x
11/03/10 Kim Eng SATS 2.89 3.48 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
07/30/10 OCBC SATS 2.96 3.3 Buy DCF
09/02/10 OCBC SATS 2.79 3.3 Buy
09/17/10 OCBC SATS 2.77 3.3 Buy
10/21/10 OCBC SATS 2.82 3.3 Buy DCF
06/30/10 phillip SATS 2.65 3.28 Buy
07/30/10 phillip SATS 2.96 3.28 Buy
11/03/10 phillip SATS 2.96 3.21 Buy BV & PER
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
11/03/10 CIMB SATS 2.89 2.35 Underperform PER12.4x
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
07/30/10 DBS Vickers SATS 2.96 3.13 Buy
08/20/10 DBS Vickers SATS 2.78 3.13 Buy
09/27/10 DBS Vickers SATS 2.8 3.13 Buy
11/02/10 DBS Vickers SATS 2.89 3.13 Buy
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
08/02/10 DMG & Partners SATS 2.96 3.25 Buy PER19x
11/03/10 DMG & Partners SATS 2.89 3.25 Buy DCF, PER18.7x
11/04/10 DMG & Partners SATS 2.89 3.25 Buy DCF, PE18.7x
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
07/30/10 Kim Eng SATS 2.96 3.48 Buy PER19x
11/03/10 Kim Eng SATS 2.89 3.48 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
07/30/10 OCBC SATS 2.96 3.3 Buy DCF
09/02/10 OCBC SATS 2.79 3.3 Buy
09/17/10 OCBC SATS 2.77 3.3 Buy
10/21/10 OCBC SATS 2.82 3.3 Buy DCF
06/30/10 phillip SATS 2.65 3.28 Buy
07/30/10 phillip SATS 2.96 3.28 Buy
11/03/10 phillip SATS 2.96 3.21 Buy BV & PER
Roxy-Pacific - Trading buy call for this boutique 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)
Monday, November 8, 2010
Rotary - The best engineering company on the market?
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
08/10/10 CIMB Rotary 0.97 1.17 Outperform PER8.5x
09/30/10 CIMB Rotary 0.94 0.95 Neutral PER8.5x
10/28/10 CIMB Rotary 0.995 1.15 Outperform PER8.5x
11/08/10 CIMB Rotary 1.02 1.15 Outperform PER8.5x
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
08/19/10 OCBC Rotary 0.93 1.16 Buy
09/02/10 OCBC Rotary 0.91 1.16 Buy
09/03/10 OCBC Rotary 0.92 1.16 Buy
10/29/10 OCBC Rotary 1 1.22 Buy
10/05/10 phillip Rotary 0.94 1.35 Buy PER12x & PB2.5x
10/28/10 phillip Rotary 0.995 1.36 Buy PER12.5x & PB2.5x
11/08/10 phillip Rotary 1.02 1.36 Buy PB2.5x & PER12.5x
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
08/10/10 CIMB Rotary 0.97 1.17 Outperform PER8.5x
09/30/10 CIMB Rotary 0.94 0.95 Neutral PER8.5x
10/28/10 CIMB Rotary 0.995 1.15 Outperform PER8.5x
11/08/10 CIMB Rotary 1.02 1.15 Outperform PER8.5x
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
08/19/10 OCBC Rotary 0.93 1.16 Buy
09/02/10 OCBC Rotary 0.91 1.16 Buy
09/03/10 OCBC Rotary 0.92 1.16 Buy
10/29/10 OCBC Rotary 1 1.22 Buy
10/05/10 phillip Rotary 0.94 1.35 Buy PER12x & PB2.5x
10/28/10 phillip Rotary 0.995 1.36 Buy PER12.5x & PB2.5x
11/08/10 phillip Rotary 1.02 1.36 Buy PB2.5x & PER12.5x
Rokko - Buy call from Lim & Tan
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
07/23/10 Lim & Tan Rokko 0.145 0 Buy
07/23/10 Lim & Tan Rokko 0.145 0 Buy
Sunday, November 7, 2010
Riverstone - Buy call from Phillip!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/02/10 phillip Riverstone 0.63 0.73 Buy
03/05/10 phillip Riverstone 0.635 0.73 Buy
04/28/10 phillip Riverstone 0.66 0.95 Buy PER15x
05/21/10 phillip Riverstone 0.63 0.88 Buy PER15x
08/06/10 phillip Riverstone 0.6 0.88 Buy PER15x
11/03/10 phillip Riverstone 0.52 0.8 Buy PER15x
02/02/10 phillip Riverstone 0.63 0.73 Buy
03/05/10 phillip Riverstone 0.635 0.73 Buy
04/28/10 phillip Riverstone 0.66 0.95 Buy PER15x
05/21/10 phillip Riverstone 0.63 0.88 Buy PER15x
08/06/10 phillip Riverstone 0.6 0.88 Buy PER15x
11/03/10 phillip Riverstone 0.52 0.8 Buy PER15x
Saturday, November 6, 2010
Rickmers - OCBC had given up on this shipping trust.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/09/10 DBS Vickers Rickmers 0.37 0.3 Sell
08/17/10 DBS Vickers Rickmers 0.365 0.36 Hold Yield 9%
02/09/10 OCBC Rickmers 0.37 0.18 Sell FCFE Model
03/19/10 OCBC Rickmers 0.415 0.18 Sell
05/19/10 OCBC Rickmers 0.345 0.3 Not Rated
02/09/10 DBS Vickers Rickmers 0.37 0.3 Sell
08/17/10 DBS Vickers Rickmers 0.365 0.36 Hold Yield 9%
02/09/10 OCBC Rickmers 0.37 0.18 Sell FCFE Model
03/19/10 OCBC Rickmers 0.415 0.18 Sell
05/19/10 OCBC Rickmers 0.345 0.3 Not Rated
Renewable Energy - Target prices are being downgraded but still good to 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
10/08/10 DMG & Partners Renewable Energy 0.25 0.42 Buy Sum of parts
09/02/10 Kim Eng Renewable Energy 0.34 0.5 Buy PER12x
10/27/10 Kim Eng Renewable Energy 0.225 0.4 Buy PER12x
08/10/10 phillip Renewable Energy 0.34 0.49 Buy Sum of parts
08/06/10 DMG & Partners Renewable Energy 0.35 0.46 Buy Sum of parts
10/08/10 DMG & Partners Renewable Energy 0.25 0.42 Buy Sum of parts
09/02/10 Kim Eng Renewable Energy 0.34 0.5 Buy PER12x
10/27/10 Kim Eng Renewable Energy 0.225 0.4 Buy PER12x
08/10/10 phillip Renewable Energy 0.34 0.49 Buy Sum of parts
Friday, November 5, 2010
Raffles Medical - Buy Raffles Medical if you don't like Thomson Medical after the IVF saga
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
05/18/10 CIMB Raffles Medical 1.68 2.07 Outperform
07/26/10 CIMB Raffles Medical 1.83 2.07 Outperform PER20x
08/18/10 CIMB Raffles Medical 1.94 2.07 Outperform PER20x
10/25/10 CIMB Raffles Medical 2.19 2.64 Outperform PER23x
10/27/10 Credit Suisse Raffles Medical 2.18 2.1 Neutral
01/04/10 DBS Vickers Raffles Medical 1.45 1.41 Hold
03/01/10 DBS Vickers Raffles Medical 1.36 1.75 Buy PER20x
06/04/10 DBS Vickers Raffles Medical 1.77 1.91 Buy
07/27/10 DBS Vickers Raffles Medical 1.87 2.1 Buy PER20x
03/02/10 DMG & Partners Raffles Medical 1.36 1.59 Buy DCF, PER20x
04/27/10 DMG & Partners Raffles Medical 1.69 1.86 Buy DCF
04/28/10 DMG & Partners Raffles Medical 1.69 1.86 Buy
07/20/10 DMG & Partners Raffles Medical 1.79 2.09 Buy DCF
07/27/10 DMG & Partners Raffles Medical 1.85 2.09 Buy DCF
10/27/10 DMG & Partners Raffles Medical 2.21 2.4 Buy DCF, PER27x
03/01/10 Kim Eng Raffles Medical 1.36 1.81 Buy DCF, PER22x
04/27/10 Kim Eng Raffles Medical 1.71 2.17 Buy DCF
07/27/10 Kim Eng Raffles Medical 1.87 2.24 Buy DCF
10/26/10 Kim Eng Raffles Medical 2.24 2.55 Buy DCF, PER28x
10/06/10 OCBC Raffles Medical 2.32 2.32 Hold Buy below $2.10
10/26/10 OCBC Raffles Medical 2.21 2.35 Hold PER24x
11/04/10 OCBC Raffles Medical 2.25 2.35 Hold
05/18/10 CIMB Raffles Medical 1.68 2.07 Outperform
07/26/10 CIMB Raffles Medical 1.83 2.07 Outperform PER20x
08/18/10 CIMB Raffles Medical 1.94 2.07 Outperform PER20x
10/25/10 CIMB Raffles Medical 2.19 2.64 Outperform PER23x
10/27/10 Credit Suisse Raffles Medical 2.18 2.1 Neutral
01/04/10 DBS Vickers Raffles Medical 1.45 1.41 Hold
03/01/10 DBS Vickers Raffles Medical 1.36 1.75 Buy PER20x
06/04/10 DBS Vickers Raffles Medical 1.77 1.91 Buy
07/27/10 DBS Vickers Raffles Medical 1.87 2.1 Buy PER20x
03/02/10 DMG & Partners Raffles Medical 1.36 1.59 Buy DCF, PER20x
04/27/10 DMG & Partners Raffles Medical 1.69 1.86 Buy DCF
04/28/10 DMG & Partners Raffles Medical 1.69 1.86 Buy
07/20/10 DMG & Partners Raffles Medical 1.79 2.09 Buy DCF
07/27/10 DMG & Partners Raffles Medical 1.85 2.09 Buy DCF
10/27/10 DMG & Partners Raffles Medical 2.21 2.4 Buy DCF, PER27x
03/01/10 Kim Eng Raffles Medical 1.36 1.81 Buy DCF, PER22x
04/27/10 Kim Eng Raffles Medical 1.71 2.17 Buy DCF
07/27/10 Kim Eng Raffles Medical 1.87 2.24 Buy DCF
10/26/10 Kim Eng Raffles Medical 2.24 2.55 Buy DCF, PER28x
10/06/10 OCBC Raffles Medical 2.32 2.32 Hold Buy below $2.10
10/26/10 OCBC Raffles Medical 2.21 2.35 Hold PER24x
11/04/10 OCBC Raffles Medical 2.25 2.35 Hold
Raffles Education - Nobody believes in education anymore?
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/08/10 DBS Vickers Raffles Education 0.44 0.42 Hold
02/04/10 DBS Vickers Raffles Education 0.41 0.32 Fully Valued PER18x
02/10/10 DBS Vickers Raffles Education 0.345 0.32 Fully Valued
05/05/10 DBS Vickers Raffles Education 0.38 0.33 Fully Valued PER18x
08/25/10 DBS Vickers Raffles Education 0.29 0.29 Hold PER18x
05/05/10 DMG & Partners Raffles Education 0.375 0.48 Buy
02/04/10 Kim Eng Raffles Education 0.41 0.42 Hold
08/25/10 Kim Eng Raffles Education 0.29 0.3 Hold PER20x
02/04/10 OCBC Raffles Education 0.41 0.37 Hold PER20x
03/24/10 OCBC Raffles Education 0.38 0.37 Hold PER20x
05/05/10 OCBC Raffles Education 0.375 0.37 Hold PER20x
06/08/10 OCBC Raffles Education 0.305 0.37 Hold PER20x
07/14/10 OCBC Raffles Education 0.315 0.33 Hold PER18x
01/08/10 DBS Vickers Raffles Education 0.44 0.42 Hold
02/04/10 DBS Vickers Raffles Education 0.41 0.32 Fully Valued PER18x
02/10/10 DBS Vickers Raffles Education 0.345 0.32 Fully Valued
05/05/10 DBS Vickers Raffles Education 0.38 0.33 Fully Valued PER18x
08/25/10 DBS Vickers Raffles Education 0.29 0.29 Hold PER18x
05/05/10 DMG & Partners Raffles Education 0.375 0.48 Buy
02/04/10 Kim Eng Raffles Education 0.41 0.42 Hold
08/25/10 Kim Eng Raffles Education 0.29 0.3 Hold PER20x
02/04/10 OCBC Raffles Education 0.41 0.37 Hold PER20x
03/24/10 OCBC Raffles Education 0.38 0.37 Hold PER20x
05/05/10 OCBC Raffles Education 0.375 0.37 Hold PER20x
06/08/10 OCBC Raffles Education 0.305 0.37 Hold PER20x
07/14/10 OCBC Raffles Education 0.315 0.33 Hold PER18x
Thursday, November 4, 2010
Baltic Dry Index (BD) - 2600
Quote:
The index, which gauges the cost of shipping commodities, dropped 1.81 per cent, or 48 points, to 2,600 points in the fourth straight drop.
End Quote
The index, which gauges the cost of shipping commodities, dropped 1.81 per cent, or 48 points, to 2,600 points in the fourth straight drop.
End Quote
Qian Hu - Arowana or Golden Dragon Fish is no longer popular!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
01/13/10 phillip Qian Hu 0.175 0.18 Hold BV1x
03/29/10 phillip Qian Hu 0.14 0.18 Buy
04/20/10 phillip Qian Hu 0.15 0.18 Buy
07/21/10 phillip Qian Hu 0.13 0.17 Buy BV
10/20/10 phillip Qian Hu 0.135 0.14 Hold
01/13/10 phillip Qian Hu 0.175 0.18 Hold BV1x
03/29/10 phillip Qian Hu 0.14 0.18 Buy
04/20/10 phillip Qian Hu 0.15 0.18 Buy
07/21/10 phillip Qian Hu 0.13 0.17 Buy BV
10/20/10 phillip Qian Hu 0.135 0.14 Hold
Pine Agritech - Just accept the offer and forget about this stock
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
08/17/10 Lim & Tan Pine Agritech 0.18 0.2 Accept Offer
08/17/10 Lim & Tan Pine Agritech 0.18 0.2 Accept Offer
Wednesday, November 3, 2010
Petra Foods - Both DBS & CIMB are confused about this stock.
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/25/10 CIMB Petra Foods 1.05 1.27 Outperform PER12x
05/13/10 CIMB Petra Foods 1.08 1.27 Outperform PER12x
05/18/10 CIMB Petra Foods 1.16 1.27 Outperform
06/10/10 CIMB Petra Foods 1.2 1.27 Neutral PER13x
08/12/10 CIMB Petra Foods 1.58 1.5 Neutral PER13.5x
10/11/10 CIMB Petra Foods 1.48 1.7 Outperform PER13.5x
01/04/10 DBS Vickers Petra Foods 1.1 0.94 Hold
05/14/10 DBS Vickers Petra Foods 1.15 1.41 Buy PER13x
08/13/10 DBS Vickers Petra Foods 1.58 1.5 Hold PER15x
02/25/10 CIMB Petra Foods 1.05 1.27 Outperform PER12x
05/13/10 CIMB Petra Foods 1.08 1.27 Outperform PER12x
05/18/10 CIMB Petra Foods 1.16 1.27 Outperform
06/10/10 CIMB Petra Foods 1.2 1.27 Neutral PER13x
08/12/10 CIMB Petra Foods 1.58 1.5 Neutral PER13.5x
10/11/10 CIMB Petra Foods 1.48 1.7 Outperform PER13.5x
01/04/10 DBS Vickers Petra Foods 1.1 0.94 Hold
05/14/10 DBS Vickers Petra Foods 1.15 1.41 Buy PER13x
08/13/10 DBS Vickers Petra Foods 1.58 1.5 Hold PER15x
Petra Foods - Buy call from CIMB but Hold call from DBS Vickers
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/25/10 CIMB Petra Foods 1.05 1.27 Outperform PER12x
05/13/10 CIMB Petra Foods 1.08 1.27 Outperform PER12x
05/18/10 CIMB Petra Foods 1.16 1.27 Outperform
06/10/10 CIMB Petra Foods 1.2 1.27 Neutral PER13x
08/12/10 CIMB Petra Foods 1.58 1.5 Neutral PER13.5x
10/11/10 CIMB Petra Foods 1.48 1.7 Outperform PER13.5x
01/04/10 DBS Vickers Petra Foods 1.1 0.94 Hold
05/14/10 DBS Vickers Petra Foods 1.15 1.41 Buy PER13x
08/13/10 DBS Vickers Petra Foods 1.58 1.5 Hold PER15x
02/25/10 CIMB Petra Foods 1.05 1.27 Outperform PER12x
05/13/10 CIMB Petra Foods 1.08 1.27 Outperform PER12x
05/18/10 CIMB Petra Foods 1.16 1.27 Outperform
06/10/10 CIMB Petra Foods 1.2 1.27 Neutral PER13x
08/12/10 CIMB Petra Foods 1.58 1.5 Neutral PER13.5x
10/11/10 CIMB Petra Foods 1.48 1.7 Outperform PER13.5x
01/04/10 DBS Vickers Petra Foods 1.1 0.94 Hold
05/14/10 DBS Vickers Petra Foods 1.15 1.41 Buy PER13x
08/13/10 DBS Vickers Petra Foods 1.58 1.5 Hold PER15x
Tuesday, November 2, 2010
PEC - Buy calls from all analysts!
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
06/29/10 CIMB PEC 0.74 1.22 Outperform PER8.5x
08/10/10 CIMB PEC 0.89 1.22 Outperform
08/27/10 CIMB PEC 0.89 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
08/27/10 DBS Vickers PEC 0.89 1.31 Buy Sum of parts
09/27/10 DBS Vickers PEC 1.06 1.31 Buy
10/05/10 phillip PEC 1.05 1.5 Buy PER8.75x & PB1.75x
06/29/10 CIMB PEC 0.74 1.22 Outperform PER8.5x
08/10/10 CIMB PEC 0.89 1.22 Outperform
08/27/10 CIMB PEC 0.89 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
08/27/10 DBS Vickers PEC 0.89 1.31 Buy Sum of parts
09/27/10 DBS Vickers PEC 1.06 1.31 Buy
10/05/10 phillip PEC 1.05 1.5 Buy PER8.75x & PB1.75x
Parkway Life Reit is better than Parkway Holdings
Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method
02/11/10 CIMB Parkway Life 1.28 1.57 Outperform DDM
03/25/10 CIMB Parkway Life 1.4 1.57 Outperform
05/18/10 CIMB Parkway Life 1.36 1.57 Outperform
07/15/10 CIMB Parkway Life 1.39 1.57 Outperform
08/10/10 CIMB Parkway Life 1.44 1.57 Outperform DDM
09/07/10 CIMB Parkway Life 1.54 1.91 Outperform DDM
10/01/10 CIMB Parkway Life 1.6 1.91 Outperform DDM
01/04/10 DBS Vickers Parkway Life 1.25 1.45 Buy
05/07/10 DBS Vickers Parkway Life 1.32 1.51 Buy DCF
06/04/10 DBS Vickers Parkway Life 1.35 1.51 Buy
07/14/10 DBS Vickers Parkway Life 1.38 1.59 Buy DCF
08/06/10 DBS Vickers Parkway Life 1.44 1.59 Buy DCF
04/06/10 DMG & Partners Parkway Life 1.37 1.52 Buy 5.7% yield
05/07/10 DMG & Partners Parkway Life 1.32 1.52 Buy 5.7% yield
06/11/10 DMG & Partners Parkway Life 1.35 1.62 Buy
07/16/10 DMG & Partners Parkway Life 1.37 1.66 Buy
07/20/10 DMG & Partners Parkway Life 1.37 1.66 Buy DDM
08/10/10 DMG & Partners Parkway Life 1.44 1.66 Buy DDM
01/25/10 Kim Eng Parkway Life 1.34 1.58 Buy
06/14/10 Kim Eng Parkway Life 1.35 1.59 Buy DDM
07/14/10 Kim Eng Parkway Life 1.38 1.59 Buy
08/10/10 Kim Eng Parkway Life 1.44 1.64 Buy DDM
10/05/10 Kim Eng Parkway Life 1.64 1.94 Buy DDM
07/14/10 Lim & Tan Parkway Life 1.38 0 Buy
08/06/10 Lim & Tan Parkway Life 1.44 0 Buy
08/16/10 Lim & Tan Parkway Life 1.42 0 Buy
10/01/10 Lim & Tan Parkway Life 1.6 0 Buy
10/06/10 OCBC Parkway Life 1.65 1.84 Buy DCF
01/25/10 phillip Parkway Life 1.34 1.56 Buy
05/07/10 phillip Parkway Life 1.32 1.57 Buy
06/15/10 phillip Parkway Life 1.36 1.63 Buy
07/14/10 phillip Parkway Life 1.38 1.66 Buy
08/10/10 phillip Parkway Life 1.44 1.66 Buy
02/11/10 CIMB Parkway Life 1.28 1.57 Outperform DDM
03/25/10 CIMB Parkway Life 1.4 1.57 Outperform
05/18/10 CIMB Parkway Life 1.36 1.57 Outperform
07/15/10 CIMB Parkway Life 1.39 1.57 Outperform
08/10/10 CIMB Parkway Life 1.44 1.57 Outperform DDM
09/07/10 CIMB Parkway Life 1.54 1.91 Outperform DDM
10/01/10 CIMB Parkway Life 1.6 1.91 Outperform DDM
01/04/10 DBS Vickers Parkway Life 1.25 1.45 Buy
05/07/10 DBS Vickers Parkway Life 1.32 1.51 Buy DCF
06/04/10 DBS Vickers Parkway Life 1.35 1.51 Buy
07/14/10 DBS Vickers Parkway Life 1.38 1.59 Buy DCF
08/06/10 DBS Vickers Parkway Life 1.44 1.59 Buy DCF
04/06/10 DMG & Partners Parkway Life 1.37 1.52 Buy 5.7% yield
05/07/10 DMG & Partners Parkway Life 1.32 1.52 Buy 5.7% yield
06/11/10 DMG & Partners Parkway Life 1.35 1.62 Buy
07/16/10 DMG & Partners Parkway Life 1.37 1.66 Buy
07/20/10 DMG & Partners Parkway Life 1.37 1.66 Buy DDM
08/10/10 DMG & Partners Parkway Life 1.44 1.66 Buy DDM
01/25/10 Kim Eng Parkway Life 1.34 1.58 Buy
06/14/10 Kim Eng Parkway Life 1.35 1.59 Buy DDM
07/14/10 Kim Eng Parkway Life 1.38 1.59 Buy
08/10/10 Kim Eng Parkway Life 1.44 1.64 Buy DDM
10/05/10 Kim Eng Parkway Life 1.64 1.94 Buy DDM
07/14/10 Lim & Tan Parkway Life 1.38 0 Buy
08/06/10 Lim & Tan Parkway Life 1.44 0 Buy
08/16/10 Lim & Tan Parkway Life 1.42 0 Buy
10/01/10 Lim & Tan Parkway Life 1.6 0 Buy
10/06/10 OCBC Parkway Life 1.65 1.84 Buy DCF
01/25/10 phillip Parkway Life 1.34 1.56 Buy
05/07/10 phillip Parkway Life 1.32 1.57 Buy
06/15/10 phillip Parkway Life 1.36 1.63 Buy
07/14/10 phillip Parkway Life 1.38 1.66 Buy
08/10/10 phillip Parkway Life 1.44 1.66 Buy
Subscribe to:
Posts (Atom)
.jpg)
