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Saturday, May 14, 2011

STATS - Sell call by Lim & Tan.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

08/02/10
Lim & Tan
STATS
1.15
0
Buy
08/05/10
Lim & Tan
STATS
1.23
0
Buy
10/29/10
Lim & Tan
STATS
0.985
0
Sell
01/28/11
Lim & Tan
STATS
0.885
0
Sell
04/18/11
Lim & Tan
STATS
0.75
0
Sell
04/25/11
Lim & Tan
STATS
0.755
0
Sell
04/26/11
Lim & Tan
STATS
0.73
0
Sell

Starhub - Mixed calls from analysts.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

07/28/10 DBS Vickers Starhub 2.31 2.2 Fully Valued DCF
07/30/10 DBS Vickers Starhub 2.35 2.2 Fully Valued
08/06/10 DBS Vickers Starhub 2.33 2.2 Fully Valued DCF
08/18/10 DBS Vickers Starhub 2.38 2.2 Fully Valued
09/01/10 DBS Vickers Starhub 2.46 2.2 Fully Valued
09/03/10 DBS Vickers Starhub 2.52 2.2 Fully Valued
09/07/10 DBS Vickers Starhub 2.49 2.2 Fully Valued
11/04/10 DBS Vickers Starhub 2.76 2.2 Sell DCF
01/03/11 DBS Vickers Starhub 2.63 2.2 Sell
05/05/11 DBS Vickers Starhub 2.8 2.9 Hold DCF

07/22/10 DMG & Partners Starhub 2.32 2.15 Neutral
08/06/10 DMG & Partners Starhub 2.32 2.15 Neutral
09/01/10 DMG & Partners Starhub 2.46 2.15 Neutral
09/02/10 DMG & Partners Starhub 2.46 2.15 Neutral
09/07/10 DMG & Partners Starhub 2.49 2.15 Neutral
11/10/10 DMG & Partners Starhub 2.8 2.85 Neutral DCF
01/17/11 DMG & Partners Starhub 2.57 2.85 Neutral
01/26/11 DMG & Partners Starhub 2.53 2.85 Neutral
02/14/11 DMG & Partners Starhub 2.61 2.88 Neutral DCF
04/21/11 DMG & Partners Starhub 2.75 2.85 Neutral
05/05/11 DMG & Partners Starhub 2.8 2.85 Neutral DCF

08/06/10 Kim Eng Starhub 2.33 2.78 Buy PER15x
10/06/10 Kim Eng Starhub 2.6 2.78 Buy
11/10/10 Kim Eng Starhub 2.8 3.27 Buy Yield 5.5%
02/14/11 Kim Eng Starhub 2.61 3.08 Buy Div Yield 7.7%
04/01/11 Kim Eng Starhub 2.7 3.08 Buy
05/05/11 Kim Eng Starhub 2.8 3.27 Buy 6% Target Yield

02/14/11 Morgan Stanley Starhub 2.61 2.7 Equalweight

06/16/10 OCBC Starhub 2.24 2.32 Buy Div Yield 8.8%
07/06/10 OCBC Starhub 2.29 2.32 Buy
07/28/10 OCBC Starhub 2.31 2.32 Buy Div Yield 8.8%
09/01/10 OCBC Starhub 2.46 2.41 Buy Div Yield 7.3%
09/02/10 OCBC Starhub 2.46 2.41 Buy
10/11/10 OCBC Starhub 2.57 2.58 Buy Div Yield 7%
11/29/10 OCBC Starhub 2.69 3.02 Buy DCF
01/04/11 OCBC Starhub 2.63 3.02 Buy Div Yield 7.6%
02/01/11 OCBC Starhub 2.55 3.02 Buy DCF
02/14/11 OCBC Starhub 2.61 3.02 Buy DCF

08/06/10 phillip Starhub 2.33 2.16 Hold DCF
09/03/10 phillip Starhub 2.52 2.41 Hold
11/10/10 phillip Starhub 2.8 2.63 Hold


02/14/11 UOB Kay Hian Starhub 2.61 3.1 Buy

Starhill - Buy calls from analysts.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

07/27/10 DBS Vickers Starhill 0.59 0.73 Buy
10/27/10 DBS Vickers Starhill 0.61 0.76 Buy
01/27/11 DBS Vickers Starhill 0.65 0.78 Buy
03/01/11 DBS Vickers Starhill 0.64 0.73 Buy
03/09/11 DBS Vickers Starhill 0.635 0.78 Buy
03/23/11 DBS Vickers Starhill 0.63 0.73 Buy
04/27/11 DBS Vickers Starhill 0.63 0.73 Buy

11/25/10 Kim Eng Starhill 0.615 0.8 Buy DDM
01/11/11 Kim Eng Starhill 0.63 0.8 Buy DDM, Div Yield 6.7%
01/27/11 Kim Eng Starhill 0.635 0.8 Buy DDM

07/02/10 OCBC Starhill 0.545 0.65 Buy DDM
07/12/10 OCBC Starhill 0.57 0.65 Buy
07/27/10 OCBC Starhill 0.59 0.65 Buy DDM
09/02/10 OCBC Starhill 0.575 0.65 Buy
09/15/10 OCBC Starhill 0.585 0.65 Buy DDM
09/30/10 OCBC Starhill 0.585 0.65 Buy
10/08/10 OCBC Starhill 0.595 0.65 Buy
11/09/10 OCBC Starhill 0.62 0.66 Buy Under Review
12/10/10 OCBC Starhill 0.62 0.66 Buy
01/27/11 OCBC Starhill 0.65 0.74 Buy
03/03/11 OCBC Starhill 0.625 0.74 Buy
03/15/11 OCBC Starhill 0.635 0.74 Buy
03/24/11 OCBC Starhill 0.615 0.69 Buy
03/25/11 OCBC Starhill 0.62 0.69 Buy
04/13/11 OCBC Starhill 0.63 0.7 Buy RNAV

Stamford Land - Buy call from Lim & Tan.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

07/08/10 Lim & Tan Stamford Land 0.495 0 Buy
09/14/10 Lim & Tan Stamford Land 0.48 0 Buy
09/21/10 Lim & Tan Stamford Land 0.49 0 Buy
09/30/10 Lim & Tan Stamford Land 0.525 0 Buy
02/17/11 Lim & Tan Stamford Land 0.625 0 Buy

ST Engineering - Mixed calls from analysts.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

08/04/10 CIMB ST Engineering 3.26 3.62 Outperform
11/10/10 CIMB ST Engineering 3.47 3.88 Outperform DCF & PER
01/26/11 CIMB ST Engineering 3.29 3.88 Outperform
02/16/11 CIMB ST Engineering 3.15 3.88 Outperform DCF & PER & Div Yield
05/12/11 CIMB ST Engineering 3.08 3.88 Outperform Sum of parts

05/12/11 CLSA ST Engineering 3.08 0 Underperform

08/04/10 DBS Vickers ST Engineering 3.26 3.55 Buy
08/20/10 DBS Vickers ST Engineering 3.15 3.55 Buy
11/10/10 DBS Vickers ST Engineering 3.47 3.85 Buy Sum of parts
05/12/11 DBS Vickers ST Engineering 3.08 3.85 Buy

08/04/10 Kim Eng ST Engineering 3.26 3.15 Hold PER20x
09/30/10 Kim Eng ST Engineering 3.37 3.15 Hold
11/10/10 Kim Eng ST Engineering 3.47 3.15 Hold
02/16/11 Kim Eng ST Engineering 3.15 3.15 Hold PER17.1x
05/12/11 Kim Eng ST Engineering 3.08 3.15 Hold

08/04/10 Macquarie ST Engineering 3.26 3.8 Outperform

09/20/10 OCBC ST Engineering 3.32 3.66 Buy PER20x
11/09/10 OCBC ST Engineering 3.4 3.66 Buy
02/16/11 OCBC ST Engineering 3.15 3.71 Buy PER21x
03/23/11 OCBC ST Engineering 3.12 3.71 Buy PER21x
03/25/11 OCBC ST Engineering 3.17 3.71 Buy PER21x
05/12/11 OCBC ST Engineering 3.08 3.57 Buy PER21x

07/15/10 phillip ST Engineering 3.28 3.64 Buy FCFE Model
08/04/10 phillip ST Engineering 3.26 3.64 Buy
09/21/10 phillip ST Engineering 3.29 3.69 Buy FCFE Model
11/10/10 phillip ST Engineering 3.47 3.88 Buy
02/16/11 phillip ST Engineering 3.15 3.8 Buy DCF & PER20x
03/24/11 phillip ST Engineering 3.15 3.76 Buy
05/12/11 phillip ST Engineering 3.08 3.76 Buy DCF & PER20x

Singapore Press Holdings (SPH) - Mostly hold calls.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

05/18/10 CIMB SPH 3.84 4.5 Outperform
06/02/10 CIMB SPH 3.69 4.43 Outperform Sum of parts
07/13/10 CIMB SPH 3.93 4.47 Outperform Sum of parts
09/03/10 CIMB SPH 4.15 4.47 Outperform Sum of parts
10/13/10 CIMB SPH 4.22 4.51 Neutral Sum of parts
01/17/11 CIMB SPH 3.98 4.51 Neutral Sum of parts
04/14/11 CIMB SPH 3.98 4.29 Neutral Sum of parts

05/27/10 DBS Vickers SPH 3.73 4.42 Buy Sum of parts
06/04/10 DBS Vickers SPH 3.79 4.42 Buy
07/13/10 DBS Vickers SPH 3.93 4.42 Buy Sum of parts
08/23/10 DBS Vickers SPH 3.98 4.42 Buy
09/08/10 DBS Vickers SPH 4.18 4.52 Buy Sum of parts
10/13/10 DBS Vickers SPH 4.22 4.37 Hold Sum of parts
01/17/11 DBS Vickers SPH 3.98 4.37 Hold
04/14/11 DBS Vickers SPH 3.98 4.2 Hold Sum of parts
04/18/11 DBS Vickers SPH 3.93 4.2 Hold

07/13/10 DMG & Partners SPH 3.93 4.31 Neutral Sum of parts
10/13/10 DMG & Partners SPH 4.22 4.11 Neutral
01/17/11 DMG & Partners SPH 3.98 4.11 Neutral Sum of parts
04/14/11 DMG & Partners SPH 3.98 4.12 Neutral Sum of parts

07/13/10 Kim Eng SPH 3.93 4.62 Buy Sum of parts
09/07/10 Kim Eng SPH 4.17 4.62 Buy Sum of parts
10/13/10 Kim Eng SPH 4.22 4.7 Buy Sum of parts
01/17/11 Kim Eng SPH 3.98 4.75 Buy
03/31/11 Kim Eng SPH 3.89 4.75 Buy Sum of parts, PER11x
04/14/11 Kim Eng SPH 3.98 4.68 Buy Sum of parts

07/13/10 Lim & Tan SPH 3.93 0 Buy
09/03/10 Lim & Tan SPH 4.15 0 Buy
10/04/10 Lim & Tan SPH 4.24 0 Buy
10/13/10 Lim & Tan SPH 4.22 0 Buy Div Yield 6.4%

07/13/10 OCBC SPH 3.93 4.63 Buy Sum of parts
09/02/10 OCBC SPH 4.08 4.63 Buy
01/17/11 OCBC SPH 3.98 4.59 Buy
04/14/11 OCBC SPH 3.98 4.32 Hold

10/14/10 UOB Kay Hian SPH 4.25 4.35 Hold

Sound Global - Mostly buy calls.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

08/10/10 CIMB Sound Global 0.78 1.08 Outperform PER14x
08/11/10 CIMB Sound Global 0.765 1.08 Outperform PER14x
02/28/11 CIMB Sound Global 0.63 0.98 Outperform PER14x
03/01/11 CIMB Sound Global 0.61 0.98 Outperform PER14x
04/14/11 CIMB Sound Global 0.75 0.98 Outperform
05/11/11 CIMB Sound Global 0.73 0.98 Outperform PER14x

07/07/10 Citigroup Sound Global 0.75 0.7 Sell PER13x
03/01/11 Citigroup Sound Global 0.61 0.78 Buy PER13x

08/11/10 DBS Vickers Sound Global 0.765 0.84 Hold PER12x
08/26/10 DBS Vickers Sound Global 0.72 0.84 Hold
09/29/10 DBS Vickers Sound Global 0.81 0.96 Buy PER13.2x
11/15/10 DBS Vickers Sound Global 0.87 0.94 Hold PER14.3x
02/22/11 DBS Vickers Sound Global 0.71 0.8 Hold
03/04/11 DBS Vickers Sound Global 0.7 0.84 Buy PER14.5x
05/12/11 DBS Vickers Sound Global 0.785 0.84 Buy

06/11/10 DMG & Partners Sound Global 0.85 1.04 Buy
08/11/10 DMG & Partners Sound Global 0.765 0.93 Buy PER14x
11/16/10 DMG & Partners Sound Global 0.84 1.05 Buy PER14x
02/07/11 DMG & Partners Sound Global 0.75 1.05 Buy
03/03/11 DMG & Partners Sound Global 0.675 0.78 Buy PER14x
03/04/11 DMG & Partners Sound Global 0.675 0.78 Buy PER14x
03/08/11 DMG & Partners Sound Global 0.735 1.05 Buy
05/12/11 DMG & Partners Sound Global 0.785 1.08 Buy PER17.8x

06/29/10 phillip Sound Global 0.78 1.1 Buy DCF
07/06/10 phillip Sound Global 0.77 1.04 Buy
08/11/10 phillip Sound Global 0.77 1.06 Buy DCF
09/06/10 phillip Sound Global 0.71 0.82 Hold DCF
11/16/10 phillip Sound Global 0.84 0.82 Hold DCF
03/01/11 phillip Sound Global 0.61 0 Cease Coverage

Thursday, May 12, 2011

ST Engineering - Mixed calls by analysts.

Date/Research House/Stock/Last Done/Target Price/Call/Valuation Method

08/04/10 CIMB ST Engineering 3.26 3.62 Outperform
11/10/10 CIMB ST Engineering 3.47 3.88 Outperform DCF & PER
01/26/11 CIMB ST Engineering 3.29 3.88 Outperform
02/16/11 CIMB ST Engineering 3.15 3.88 Outperform DCF & PER & Div Yield
05/12/11 CIMB ST Engineering 3.08 3.88 Outperform Sum of parts
05/12/11 CLSA ST Engineering 3.08 0 Underperform
08/04/10 DBS Vickers ST Engineering 3.26 3.55 Buy
08/20/10 DBS Vickers ST Engineering 3.15 3.55 Buy
11/10/10 DBS Vickers ST Engineering 3.47 3.85 Buy Sum of parts
05/12/11 DBS Vickers ST Engineering 3.08 3.85 Buy
08/04/10 Kim Eng ST Engineering 3.26 3.15 Hold PER20x
09/30/10 Kim Eng ST Engineering 3.37 3.15 Hold
11/10/10 Kim Eng ST Engineering 3.47 3.15 Hold
02/16/11 Kim Eng ST Engineering 3.15 3.15 Hold PER17.1x
05/12/11 Kim Eng ST Engineering 3.08 3.15 Hold
08/04/10 Macquarie ST Engineering 3.26 3.8 Outperform
09/20/10 OCBC ST Engineering 3.32 3.66 Buy PER20x
11/09/10 OCBC ST Engineering 3.4 3.66 Buy
02/16/11 OCBC ST Engineering 3.15 3.71 Buy PER21x
03/23/11 OCBC ST Engineering 3.12 3.71 Buy PER21x
03/25/11 OCBC ST Engineering 3.17 3.71 Buy PER21x
05/12/11 OCBC ST Engineering 3.08 3.57 Buy PER21x
07/15/10 phillip ST Engineering 3.28 3.64 Buy FCFE Model
08/04/10 phillip ST Engineering 3.26 3.64 Buy
09/21/10 phillip ST Engineering 3.29 3.69 Buy FCFE Model
11/10/10 phillip ST Engineering 3.47 3.88 Buy
02/16/11 phillip ST Engineering 3.15 3.8 Buy DCF & PER20x
03/24/11 phillip ST Engineering 3.15 3.76 Buy
05/12/11 phillip ST Engineering 3.08 3.76 Buy DCF & PER20x