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Tuesday, December 5, 2017

City Developments - Stock calls


Date Analyst Company Last Target Call Valuation
01/04/16 UOB Kay Hian City Developments 7.65 10.86 Buy
01/08/16 DBS Vickers City Developments 7.42 10.26 Buy RNAV (20% discount)
01/14/16 Credit Suisse City Developments 7.55 12 Outperform
01/14/16 Kim Eng City Developments 7.55 9.33 Buy RNAV (30% discount), PB1x
01/18/16 CIMB City Developments 7.29 10.3 Add
01/26/16 Deutsche City Developments 6.76 9.25 Buy
02/16/16 Credit Suisse City Developments 6.88 12 Outperform
02/25/16 Deutsche City Developments 7.04 9.25 Buy RNAV (30% discount)
02/25/16 Lim & Tan City Developments 7.04 9.7 Buy Bloomberg consensus
02/26/16 CIMB City Developments 7.09 10.32 Add RNAV (25% discount)
02/26/16 DBS Vickers City Developments 7.09 10.26 Buy RNAV (20% discount)
02/26/16 DMG & Partners City Developments 7.09 9.22 Buy
02/26/16 DMG & Partners City Developments 7.09 9.22 Buy RNAV (30% discount)
02/26/16 Kim Eng City Developments 7.09 9.33 Buy RNAV (20% discount)
02/26/16 UOB Kay Hian City Developments 7.09 10.86 Buy RNAV (20% discount)
02/29/16 OCBC City Developments 7.2 8.67 Buy
03/08/16 Deutsche City Developments 7.7 9 Buy RNAV (41.6 discount)
03/10/16 Kim Eng City Developments 7.51 9.04 Buy RNAV (20% discount)
03/15/16 CIMB City Developments 7.58 10.32 Add
03/16/16 DBS Vickers City Developments 7.5 10.26 Buy
03/28/16 DMG & Partners City Developments 7.75 9.22 Buy
03/28/16 UOB Kay Hian City Developments 7.75 10.86 Buy RNAV (20% discount)
04/04/16 Kim Eng City Developments 8.15 9.04 Buy
04/18/16 CIMB City Developments 8.82 10.32 Add
04/18/16 DBS Vickers City Developments 8.82 10.26 Buy
04/20/16 Kim Eng City Developments 8.85 9.84 Buy RNAV (20% discount)
04/22/16 UOB Kay Hian City Developments 9.06 10.86 Buy
04/25/16 Credit Suisse City Developments 8.97 12 Outperform
04/26/16 OCBC City Developments 8.71 9.89 Buy
05/04/16 DIR City Developments 8.21 11.22 Buy RNAV (20% discount)
05/12/16 CIMB City Developments 8.04 10.32 Add RNAV (25% discount)
05/12/16 Credit Suisse City Developments 8.04 11.7 Buy RNAV (20% discount)
05/12/16 DBS Vickers City Developments 8.04 9.6 Buy RNAV (20% discount)
05/12/16 DMG & Partners City Developments 8.04 9.35 Buy
05/12/16 Kim Eng City Developments 8.04 9.82 Buy
05/12/16 OCBC City Developments 8.04 9.89 Buy
05/12/16 UOB Kay Hian City Developments 8.04 10.86 Buy RNAV (20% discount)
05/30/16 DIR City Developments 8.35 11.17 Buy Sum of parts (20% discount)
05/30/16 Lim & Tan City Developments 8.35 0 Buy
05/30/16 UBS City Developments 8.35 10.05 Buy
06/03/16 DBS Vickers City Developments 8.45 9.6 Buy
06/08/16 UOB Kay Hian City Developments 9 10.86 Buy
06/09/16 CIMB City Developments 8.85 10.32 Add
06/09/16 Kim Eng City Developments 8.85 9.82 Buy
06/10/16 Deutsche City Developments 8.8 9 Buy
06/15/16 UOB Kay Hian City Developments 8.65 10.36 Buy
06/17/16 DBS Vickers City Developments 8.8 9.6 Buy
06/27/16 DMG & Partners City Developments 8.31 9.04 Buy RNAV (30% discount)
06/30/16 Kim Eng City Developments 8.2 8.92 Hold RNAV (20% discount)
07/05/16 OCBC City Developments 8.12 9.89 Buy
07/07/16 Credit Suisse City Developments 8.11 11.7 Outperform
07/07/16 DIR City Developments 8.11 11.21 Buy Sum of parts (20% discount)
07/07/16 Kim Eng City Developments 8.11 9.17 Hold RNAV (20% discount)
07/07/16 UOB Kay Hian City Developments 8.11 10.36 Buy
07/08/16 CIMB City Developments 8.04 10.3 Add RNAV (25% discount)
07/12/16 Deutsche City Developments 8.14 9.3 Buy
08/01/16 DIR City Developments 8.51 10.93 Buy RNAV (20% discount)
08/11/16 Lim & Tan City Developments 8.89 0 Buy
08/11/16 JP Morgan City Developments 8.89 10.8 Overweight Up from $9.90
08/12/16 CIMB City Developments 8.87 10.38 Add RNAV (25% discount)
08/12/16 Credit Suisse City Developments 8.87 11.5 Outperform
08/12/16 DIR City Developments 8.87 10.82 Buy RNAV (20% discount)
08/12/16 DMG & Partners City Developments 8.87 9.04 Take Profit
08/12/16 UOB Kay Hian City Developments 8.87 10.36 Buy RNAV (20% discount)
08/15/16 DBS Vickers City Developments 8.8 9.9 Buy RNAV (20% discount)
09/02/16 Credit Suisse City Developments 8.52 11.5 Outperform
09/02/16 Deutsche City Developments 8.52 9.8 Buy
09/02/16 OCBC City Developments 8.52 9.89 Buy
09/09/16 DIR City Developments 9.11 10.82 Buy RNAV (20% discount)
09/09/16 Kim Eng City Developments 9.11 9.17 Hold
09/16/16 CIMB City Developments 8.7 10.38 Add
09/16/16 DBS Vickers City Developments 8.7 9.9 Buy
09/23/16 Kim Eng City Developments 8.96 9.43 Hold RNAV (20% discount)
10/04/16 Credit Suisse City Developments 8.98 11.5 Outperform
10/05/16 Kim Eng City Developments 9.04 9.43 Hold
10/18/16 CIMB City Developments 8.78 10.38 Add
10/18/16 DBS Vickers City Developments 8.78 9.9 Buy
10/19/16 DIR City Developments 8.77 10.84 Buy Sum of parts (20% discount)
10/21/16 Kim Eng City Developments 8.78 9.42 Hold
10/24/16 CIMB City Developments 8.77 10.4 Add RNAV (25% discount)
10/24/16 DIR City Developments 8.77 10.8 Buy Sum of parts (20% discount)
10/24/16 Lim & Tan City Developments 8.77 0 Buy
10/24/16 phillip City Developments 8.77 9.98 Accumulate RNAV (20% discount)
10/24/16 UOB Kay Hian City Developments 8.77 10.36 Buy RNAV (20% discount)
11/01/16 Credit Suisse City Developments 8.49 11.5 Outperform
11/11/16 CIMB City Developments 8.6 10.4 Add RNAV (25% discount)
11/11/16 Credit Suisse City Developments 8.6 11.3 Outperform
11/11/16 DBS Vickers City Developments 8.6 9.9 Buy RNAV (20% discount)
11/11/16 DIR City Developments 8.6 10.75 Buy RNAV (20% discount)
11/11/16 DMG & Partners City Developments 8.6 9.36 Buy RNAV (30% discount)
11/11/16 Kim Eng City Developments 8.6 9.42 Hold RNAV (20% discount)
11/11/16 OCBC City Developments 8.6 9.89 Buy
11/11/16 phillip City Developments 8.6 9.98 Accumulate RNAV (20% discount)
11/11/16 UOB Kay Hian City Developments 8.6 10.36 Buy RNAV (20% discount)
12/01/16 UBS City Developments 8.44 9.9 Buy
12/02/16 DMG & Partners City Developments 8.37 9.36 Buy
12/06/16 CIMB City Developments 8.4 10.4 Add
12/06/16 Kim Eng City Developments 8.4 8.9 Hold
12/07/16 Credit Suisse City Developments 8.46 11.3 Outperform
12/07/16 Deutsche City Developments 8.46 9.8 Buy
12/08/16 Lim & Tan City Developments 8.43 0 Buy
12/09/16 OCBC City Developments 8.49 9.89 Buy
12/13/16 UOB Kay Hian City Developments 8.43 10.36 Buy
12/15/16 DBS Vickers City Developments 8.38 9.9 Buy RNAV (20% discount)
01/03/17 DMG & Partners City Developments 8.28 9.36 Buy RNAV (30% discount)
01/04/17 UOB Kay Hian City Developments 8.31 10.36 Buy
01/05/17 Credit Suisse City Developments 8.39 11.3 Outperform
01/09/17 DBS Vickers City Developments 8.47 9.9 Buy RNAV (20% discount)
01/11/17 Kim Eng City Developments 8.64 8.9 Hold
01/12/17 CIMB City Developments 8.69 10.4 Add
01/13/17 DIR City Developments 8.73 10.75 Buy Sum of parts (20% discount)
01/17/17 DMG & Partners City Developments 8.86 9.7 Buy RNAV (30% discount)
02/03/17 DMG & Partners City Developments 9.26 9.7 Buy RNAV (30% discount)
02/06/17 phillip City Developments 9.42 9.98 Accumulate
02/08/17 Credit Suisse City Developments 9.59 11.3 Outperform
02/17/17 DBS Vickers City Developments 9.17 9.9 Buy
02/17/17 Deutsche City Developments 9.17 10.8 Buy
02/24/17 CIMB City Developments 9.66 10.51 Add RNAV (25% discount)
02/24/17 Credit Suisse City Developments 9.66 11.6 Outperform
02/24/17 DBS Vickers City Developments 9.66 10.52 Buy RNAV (20% discount)
02/24/17 Deutsche City Developments 9.66 10.8 Buy
02/24/17 DIR City Developments 9.66 10.9 Buy
02/24/17 DMG & Partners City Developments 9.66 10.5 Buy RNAV (25% discount)
02/24/17 Kim Eng City Developments 9.66 9 Hold RNAV (25% discount)
02/24/17 Lim & Tan City Developments 9.66 0 Buy
02/24/17 OCBC City Developments 9.66 10.5 Buy
02/24/17 phillip City Developments 9.66 10.4 Accumulate RNAV (20% discount)
02/24/17 UOB Kay Hian City Developments 9.66 10.36 Hold RNAV (20% discount), Buy @ $8.80
03/13/17 CIMB City Developments 10.15 10.51 Add
03/13/17 Credit Suisse City Developments 10.15 11.6 Outperform
03/13/17 Kim Eng City Developments 10.15 9 Hold
03/13/17 UOB Kay Hian City Developments 10.15 11.4 Buy
03/14/17 UBS City Developments 10.5 11.5 Buy
03/16/17 Kim Eng City Developments 10.23 9.8 Hold
03/23/17 DMG & Partners City Developments 10.23 11.3 Buy RNAV (20% discount)
04/27/17 phillip City Developments 10.72 10.4 Accumulate
04/27/17 JP Morgan City Developments 10.72 12.3 Overweight
05/12/17 CIMB City Developments 10.85 11.63 Add RNAV (20% discount)
05/12/17 Credit Suisse City Developments 10.85 11.9 Outperform
05/12/17 Deutsche City Developments 10.85 12.7 Buy
05/12/17 DIR City Developments 10.85 11.43 Outperform RNAV (20% discount)
05/12/17 DMG & Partners City Developments 10.85 11.3 Take Profit
05/12/17 Kim Eng City Developments 10.85 9.8 Hold RNAV (18% discount)
05/12/17 UOB Kay Hian City Developments 10.85 11.4 Hold RNAV (12% discount)
05/15/17 DBS Vickers City Developments 10.58 12.63 Buy RNAV, PB1.2x
05/15/17 OCBC City Developments 10.58 10.5 Hold
05/15/17 phillip City Developments 10.58 11.07 Accumulate RNAV (15% discount)
05/29/17 Kim Eng City Developments 10.6 12.05 Buy RNAV (11% discount)
06/09/17 Deutsche City Developments 10.76 12.7 Buy Sum of parts
06/16/17 CIMB City Developments 10.63 11.63 Add
06/16/17 Kim Eng City Developments 10.63 12.05 Buy
07/11/17 Kim Eng City Developments 10.82 12.05 Buy
07/18/17 JP Morgan City Developments 10.97 12.3 Overweight
07/27/17 DBS Vickers City Developments 11.26 12.63 Buy RNAV (15% discount), PB1.2x
08/11/17 OCBC City Developments 11.67 10.5 Hold
08/14/17 phillip City Developments 11.14 12.1 Accumulate RNAV (15% discount)
08/14/17 UOB Kay Hian City Developments 11.14 11.4 Hold RNAV (12% discount), Buy @ $9.7
08/14/17 OCBC City Developments 11.14 12.39 Buy
08/14/17 CIMB City Developments 11.14 12.54 Add RNAV (20% discount)
08/14/17 Kim Eng City Developments 11.14 12.05 Buy RNAV (11% discount)
08/15/17 Credit Suisse City Developments 11.53 12.7 Outperform
08/15/17 DBS Vickers City Developments 11.53 12.63 Buy RNAV, PB1.2x
09/05/17 CIMB City Developments 11.65 12.54 Add
09/12/17 DBS Vickers City Developments 11.58 12.63 Buy
09/18/17 UOB Kay Hian City Developments 11.25 11.4 Hold
09/25/17 Kim Eng City Developments 11.23 12.05 Buy
09/28/17 OCBC City Developments 11.29 12.39 Buy
09/29/17 DIR City Developments 11.19 12.82 Outperform Sum of parts
10/03/17 CIMB City Developments 11.48 12.54 Add
10/05/17 DIR City Developments 11.42 12.85 Outperform RNAV (10% discount)
10/06/17 Lim & Tan City Developments 11.41 0 Buy
10/09/17 OCBC City Developments 11.6 12.9 Buy
10/09/17 Kim Eng City Developments 11.6 13.6 Buy RNAV
10/10/17 phillip City Developments 11.75 12.1 Accumulate RNAV (15% discount)
10/11/17 DBS Vickers City Developments 11.85 12.63 Buy RNAV, PB1.2x
11/10/17 Kim Eng City Developments 12.14 13.8 Buy RNAV
11/10/17 UOB Kay Hian City Developments 12.14 11.4 Hold RNAV (12% discount), Buy @ $9.7
11/10/17 CIMB City Developments 12.14 13.15 Add RNAV (20% discount)
11/10/17 DBS Vickers City Developments 12.14 14.03 Buy RNAV, PB1.2x
11/13/17 phillip City Developments 12.2 12.1 Accumulate RNAV (15% discount), Potential upside $13.50
11/13/17 OCBC City Developments 12.2 13.5 Buy
11/20/17 Lim & Tan City Developments 12.11 0 Buy
11/27/17 DBS Vickers City Developments 12.24 14.03 Buy RNAV, PB1.2x
11/27/17 Macquarie City Developments 12.24 14.05 Outperform
12/01/17 UOB Kay Hian City Developments 12.11 14.03 Buy

Citic Envirotech - Stock calls


Date Analyst Company Last Target Call Valuation
01/26/16 DBS Vickers Citic Envirotech 1.385 1.6 Buy
02/17/16 DBS Vickers Citic Envirotech 1.4 1.4 Hold
02/23/16 OCBC Citic Envirotech 1.42 1.4 Hold
02/24/16 CIMB Citic Envirotech 1.43 1.61 Add DCF
02/24/16 DBS Vickers Citic Envirotech 1.43 1.55 Hold
02/25/16 OCBC Citic Envirotech 1.435 1.48 Hold PER23x FY16
03/29/16 OCBC Citic Envirotech 1.44 1.48 Hold PER23x FY16
04/15/16 CIMB Citic Envirotech 1.33 1.61 Add DCF
04/20/16 DBS Vickers Citic Envirotech 1.39 1.55 Hold
04/20/16 OCBC Citic Envirotech 1.39 1.48 Hold PER23x FY16
05/03/16 OCBC Citic Envirotech 1.395 1.48 Hold PER23x FY16
07/28/16 CIMB Citic Envirotech 1.25 1.52 Add DCF
10/28/16 DBS Vickers Citic Envirotech 1.26 1.2 Hold
12/06/16 CIMB Citic Envirotech 1.27 1.52 Add DCF
02/14/17 DBS Vickers Citic Envirotech 0.82 0.8 Hold Sum of parts, Stock split 1 into 2
03/02/17 CIMB Citic Envirotech 0.77 0.93 Add DCF
03/02/17 DBS Vickers Citic Envirotech 0.77 0.92 Buy Sum of parts
03/29/17 UOB Kay Hian Citic Envirotech 0.83 1.1 Buy DCF
04/03/17 UOB Kay Hian Citic Envirotech 0.83 1.1 Buy DCF
04/27/17 CIMB Citic Envirotech 0.785 0.93 Add DCF
05/03/17 UOB Kay Hian Citic Envirotech 0.77 1.1 Buy
07/03/17 UOB Kay Hian Citic Envirotech 0.73 1.1 Buy DCF
08/08/17 UOB Kay Hian Citic Envirotech 0.715 1.1 Buy DCF
09/05/17 UOB Kay Hian Citic Envirotech 0.735 1.1 Buy DCF
10/04/17 UOB Kay Hian Citic Envirotech 0.745 1.1 Buy DCF
10/11/17 DBS Vickers Citic Envirotech 0.735 0.8 Hold PER25x
11/02/17 UOB Kay Hian Citic Envirotech 0.79 1.1 Buy DCF

Stock calls for 5 December 2017


Date Analyst Company Last Target Call Valuation
12/05/17 OCBC OUE Commercial 0.71 0.67 Hold
12/05/17 UOB Kay Hian SPH 2.79 2.42 Sell Sum of parts
12/05/17 Lim & Tan SPH 2.79 0 Hold

Billionaire Robert Kuok's daughter HK store was robbed yesterday.

http://www.themalaysiantimes.com.my/handbags-worth-us184000-stolen-robert-kuoks-daughters-shop/

We stated that HK security was getting from bad to worse in our previous post last month.  Then, another robbery happened yesterday.

Be careful when you visit HK!

http://sg-stock.blogspot.sg/2017/11/hong-kong-security-is-getting-worst.html

Monday, December 4, 2017

Chip Eng Seng - Stock calls


Date Analyst Company Last Target Call Valuation
03/14/16 phillip Chip Eng Seng 0.685 0.72 Accumulate RNAV (50% discount)
05/09/16 phillip Chip Eng Seng 0.645 0.72 Accumulate RNAV (50% discount)
08/19/16 phillip Chip Eng Seng 0.63 0.72 Accumulate
11/14/16 phillip Chip Eng Seng 0.625 0.72 Accumulate RNAV (50% discount)
02/21/17 phillip Chip Eng Seng 0.72 0.81 Accumulate RNAV (50% discount)
03/07/17 phillip Chip Eng Seng 0.725 0.87 Accumulate RNAV (50% discount)
05/08/17 phillip Chip Eng Seng 0.7 0.9 Buy RNAV (50% discount)
08/10/17 phillip Chip Eng Seng 0.73 0.9 Buy RNAV (50% discount)
10/17/17 DBS Vickers Chip Eng Seng 0.9 1.18 Buy Sum of parts
11/03/17 DBS Vickers Chip Eng Seng 0.97 1.18 Buy Sum of parts
11/09/17 phillip Chip Eng Seng 0.96 1.21 Buy RNAV (40% discount)

China Sunsine - Stock calls


Date Analyst Company Last Target Call Valuation
03/03/16 Amfrasers China Sunsine 0.335 0.54 Buy PER8x FY16
04/28/16 Amfrasers China Sunsine 0.375 0.54 Buy PER8x FY16
08/12/16 Amfrasers China Sunsine 0.4 0.6 Buy PER8x FY16
09/21/16 Amfrasers China Sunsine 0.41 0.6 Buy PER8x FY16
11/10/16 Amfrasers China Sunsine 0.445 0.73 Buy PER8x FY17
06/05/17 NRA China Sunsine 0.785 1.245 Overweight PER12x FY17
10/27/17 Amfrasers China Sunsine 1 1.39 Buy PER10x FY18

China Jinjiang - Stock calls


Date Analyst Company Last Target Call Valuation
03/22/17 CIMB China Jinjiang 0.845 1.1 Add DCF
04/27/17 CIMB China Jinjiang 0.91 1.1 Add DCF
05/26/17 CIMB China Jinjiang 0.89 1.1 Add DCF
08/21/17 CIMB China Jinjiang 0.79 1.1 Add DCF

China Everbright - Stock calls


Date Analyst Company Last Target Call Valuation
01/26/16 Deutsche China Everbright 0.43 1 Buy
02/22/16 Deutsche China Everbright 0.475 0.8 Buy DCF
02/23/16 CIMB China Everbright 0.5 0.81 Add DCF
02/23/16 DMG & Partners China Everbright 0.5 0.82 Buy DCF, PER23.5x FY16
04/13/16 DBS Vickers China Everbright 0.555 0.64 Buy PER25x
04/20/16 DBS Vickers China Everbright 0.63 0.69 Buy
05/09/16 phillip China Everbright 0.64 0.73 Accumulate PER19.3x
05/16/16 CIMB China Everbright 0.67 0.81 Add DCF
05/17/16 DBS Vickers China Everbright 0.66 0.69 Buy
06/13/16 DBS Vickers China Everbright 0.645 0.69 Buy
07/15/16 CIMB China Everbright 0.66 0.81 Add DCF
08/10/16 CIMB China Everbright 0.6 0.67 Hold DCF
08/10/16 DBS Vickers China Everbright 0.6 0.66 Buy PER26x FY16
08/10/16 DMG & Partners China Everbright 0.6 0.8 Buy DCF
08/10/16 phillip China Everbright 0.6 0.69 Accumulate PER19.2x
11/16/16 phillip China Everbright 0.535 0.63 Accumulate PER19.8x
12/06/16 CIMB China Everbright 0.495 0.54 Hold DCF
12/07/16 Deutsche China Everbright 0.495 0.7 Buy
01/03/17 DMG & Partners China Everbright 0.5 0.62 Buy
02/27/17 phillip China Everbright 0.435 0.56 Buy PER17.4x
02/28/17 DMG & Partners China Everbright 0.44 0.54 Buy DCF
03/13/17 DBS Vickers China Everbright 0.44 0.64 Buy PER24x
03/30/17 DMG & Partners China Everbright 0.475 0.54 Buy
04/03/17 DBS Vickers China Everbright 0.475 0.64 Buy
05/15/17 DBS Vickers China Everbright 0.48 0.64 Buy PER24x
05/15/17 phillip China Everbright 0.48 0.57 Accumulate PER16.7x
08/08/17 DMG & Partners China Everbright 0.475 0.54 Buy DCF
08/10/17 phillip China Everbright 0.485 0.61 Buy PER17.1x
08/10/17 DBS Vickers China Everbright 0.485 0.65 Buy PER24x FY18
10/11/17 DBS Vickers China Everbright 0.465 0.65 Buy PER24x FY18
10/20/17 phillip China Everbright 0.46 0.54 Buy PER15.9x
11/15/17 DMG & Partners China Everbright 0.45 0.54 Buy DCF
11/17/17 phillip China Everbright 0.445 0.59 Buy PER17.4x FY18

Stock calls for 4 December 2017


Date Analyst Company Last Target Call Valuation
12/04/17 Kim Eng Best World 1.26 1.88 Buy PER19x FY18, PEG0.7x
12/04/17 Phillip CapitaRetail China 1.64 1.66 Neutral DDM
12/04/17 phillip Dairy Farm 8.08 9.89 Buy
12/04/17 phillip F & N 2.58 2.83 Accumulate
12/04/17 CIMB First Resources 1.88 2.13 Add
12/04/17 Lim & Tan Keppel Corp 7.76 0 Buy
12/04/17 Phillip Mapletree Industrial 1.99 2.06 Hold
12/04/17 OCBC Mapletree Industrial 1.99 2.06 Hold
12/04/17 phillip Old Chang Kee 0.76 0.98 Buy
12/04/17 UOB Kay Hian SATS 5.24 6 Buy
12/04/17 UOB Kay Hian Sembcorp Marine 1.87 2.1 Buy PB1.6x FY19
12/04/17 Amfrasers Sembcorp Marine 1.87 2.05 Hold
12/04/17 DMG & Partners SGX 7.55 9 Buy PER24x FY19
12/04/17 phillip Sheng Siong 0.935 1.18 Buy
12/04/17 DBS Vickers Singapore Post 1.28 1.23 Hold
12/04/17 Phillip Thai Beverage 0.96 1.18 Buy

Saturday, December 2, 2017

Baltic dry index - 1626

Today, Friday, December 01 2017, the Baltic Dry Index climbed by 48 points, reaching 1626 points.
Baltic Dry Index is compiled by the London-based Baltic Exchange and covers prices for transported cargo such as coal, grain and iron ore. The index is based on a daily survey of agents all over the world. Baltic Dry hit a temporary peak on May 20, 2008, when the index hit 11,793. The lowest level ever reached was on Wednesday the 10th of February 2016, when the index dropped to 290 points.
========================
Related stocks: Sembcorp Marine, Cosco & Pan Ocean

US rig count - 929

HOUSTON (AP) — The number of rigs exploring for oil and natural gas in the U.S. went up by six this week to 929.
That’s a significant rise from 597 rigs that were active this time a year ago.
According to Houston oilfield services company Baker Hughes, 749 rigs were drilling for oil and 180 for natural gas this week. Baker Hughes released its tabulation Friday.
Among major oil- and gas-producing states, Texas gained four rigs to reach 454 total. Kansas, New Mexico, North Dakota, and Utah each added one.
Louisiana and Colorado each lost one rig.
Alaska, Arkansas, California, Ohio, Oklahoma, Pennsylvania, West Virginia and Wyoming were unchanged.
The U.S. rig count peaked at 4,530 in 1981. It bottomed out in May of 2016 at 404.
======================
Related stocks: Keppel Corp, Sembcorp Marine & Cosco

Canada to proclaim 13 December as Nanjing Massacre Commemorative Day!

http://en.people.cn/n3/2017/1201/c90000-9299327.html

Great job to Canadian lawmaker!

Our PM Lee asked the Japanese not to apologize anymore for its past atrocities but the righteous Canada will proclaim 13 December as Nanjing Massacre Commemorative Day in Canada.

SG was also a victim in the past but SG dared not offend Japan.  Instead, SG chose to offend China and SK.  What was SG thinking!

http://www.dailymail.co.uk/wires/afp/article-3102924/Asia-WWII-Singapore-PM.html

Our PM Lee needed an Asian history lesson because he alluded the Japanese to the European.  The Germans didn't whitewash its past atrocities (Hitler & NAZIs) like the Japanese did and Japan was not remorseful for what it did.  Therefore, we must continue to demand Japan to apologize until Japan corrects its history in Japan.

http://sg-stock.blogspot.sg/2017/06/japan-consulate-is-trying-to-whitewash.html

https://sg-stock.blogspot.sg/2016/08/why-is-world-willing-to-move-on-after.html

Friday, December 1, 2017

Disgusting Shenzhen restaurant uses leftover oil from leftover food.

https://sg.news.yahoo.com/chinese-grilled-fish-restaurant-shockingly-reuses-oil-leftover-food-074945584.html

This is utterly disgusting.  Therefore, don't ever think that it is safe to eat at a restaurant in China.  Even reputable fast-food restaurants may not be safe as they hired local food purchasers who are prone to bribery and corruption.  It will take a generation to get rid of this bad culture in China.

China Aviation Oil - Stock calls


Date Analyst Company Last Target Call Valuation
01/14/16 DMG & Partners China Aviation Oil 0.655 1.24 Buy DCF, PER12.4x FY16
02/26/16 DMG & Partners China Aviation Oil 0.615 1.28 Buy DCF, PER11.8x FY16
03/28/16 phillip China Aviation Oil 0.795 0.92 Accumulate DCF
04/25/16 phillip China Aviation Oil 0.915 0.92 Neutral DCF
04/27/16 DMG & Partners China Aviation Oil 0.895 1.22 Buy DCF, PEG0.9x FY16
05/03/16 DBS Vickers China Aviation Oil 0.87 1.04 Buy PER & PB
05/26/16 UOB Kay Hian China Aviation Oil 0.995 1.56 Buy DCF, PER12x FY17, PB1.4x
06/10/16 UOB Kay Hian China Aviation Oil 1.17 1.56 Buy DCF, PER12x FY17, PB1.4x FY17
07/08/16 DBS Vickers China Aviation Oil 1.3 1.62 Buy PER12x FY17
07/12/16 UOB Kay Hian China Aviation Oil 1.375 1.85 Buy PER14.4x FY17
07/29/16 UOB Kay Hian China Aviation Oil 1.46 1.9 Buy PER14.4x FY17
08/02/16 phillip China Aviation Oil 1.445 1.92 Buy PER14.2x
08/03/16 DBS Vickers China Aviation Oil 1.47 1.7 Buy PER12x FY17
08/29/16 UOB Kay Hian China Aviation Oil 1.365 1.9 Buy PER14.4x FY17
10/03/16 UOB Kay Hian China Aviation Oil 1.34 1.9 Buy PER14.4x FY17
11/03/16 DMG & Partners China Aviation Oil 1.43 1.61 Buy
11/03/16 UOB Kay Hian China Aviation Oil 1.43 1.9 Buy PER14.4x FY17
11/04/16 DBS Vickers China Aviation Oil 1.4 1.7 Buy PER12x FY17
11/04/16 phillip China Aviation Oil 1.4 1.92 Buy PER13.9x
12/05/16 UOB Kay Hian China Aviation Oil 1.38 1.9 Buy
01/03/17 UOB Kay Hian China Aviation Oil 1.4 1.9 Buy
01/05/17 UOB Kay Hian China Aviation Oil 1.4 2.01 Buy PER14.4x FY17
01/13/17 DBS Vickers China Aviation Oil 1.505 1.7 Buy
01/17/17 CIMB China Aviation Oil 1.505 2 Add PER13x CY18
02/24/17 DBS Vickers China Aviation Oil 1.51 1.85 Buy PER12x FY18
02/24/17 UOB Kay Hian China Aviation Oil 1.51 2.21 Buy PER14.4x FY17
02/27/17 CIMB China Aviation Oil 1.525 2.28 Add PER13x FY18
02/27/17 phillip China Aviation Oil 1.525 2 Buy PER11.7x FY17
02/28/17 Edison China Aviation Oil 1.525 1.53 Buy DCF
03/02/17 UOB Kay Hian China Aviation Oil 1.525 2.21 Buy
03/03/17 DMG & Partners China Aviation Oil 1.5 1.83 Buy PER11.2x FY17, PEG1x FY17
03/17/17 DBS Vickers China Aviation Oil 1.475 1.85 Buy
03/24/17 CIMB China Aviation Oil 1.465 2.28 Add PER13x FY18
04/03/17 UOB Kay Hian China Aviation Oil 1.525 2.21 Buy
04/10/17 CIMB China Aviation Oil 1.64 2.28 Add PER13x FY18
04/20/17 UOB Kay Hian China Aviation Oil 1.63 2.26 Buy PER14.4x FY17
04/21/17 phillip China Aviation Oil 1.635 2 Buy PER11.7x
04/26/17 DMG & Partners China Aviation Oil 1.625 1.9 Buy PER11.3x FY17, PEG0.68x FY17
05/03/17 UOB Kay Hian China Aviation Oil 1.62 2.26 Buy
05/31/17 CIMB China Aviation Oil 1.685 2.28 Add
06/09/17 CIMB China Aviation Oil 1.65 2.2 Buy PER13x FY18
06/13/17 UOB Kay Hian China Aviation Oil 1.685 2.01 Buy
06/28/17 DMG & Partners China Aviation Oil 1.665 1.9 Buy PER11.3x FY17, PEG0.68x FY17
07/03/17 UOB Kay Hian China Aviation Oil 1.67 2.26 Buy PER14.4x FY17
07/27/17 DBS Vickers China Aviation Oil 1.765 1.85 Buy PER12x FY18
07/28/17 DMG & Partners China Aviation Oil 1.67 1.9 Buy PER11.3x FY17, PEG0.61x FY17
07/28/17 CIMB China Aviation Oil 1.67 2.08 Add PER13x FY18
07/31/17 phillip China Aviation Oil 1.65 2 Buy PER11.7x
07/31/17 DBS Vickers China Aviation Oil 1.65 2.08 Buy PER13x FY18
08/17/17 UOB Kay Hian China Aviation Oil 1.535 2.26 Buy
11/03/17 UOB Kay Hian China Aviation Oil 1.76 2.26 Buy PER14.4x FY17
11/03/17 DMG & Partners China Aviation Oil 1.76 1.8 Neutral PER12x FY17
11/03/17 CIMB China Aviation Oil 1.76 2.08 Add PER13x FY18
11/03/17 DBS Vickers China Aviation Oil 1.76 2.08 Buy
11/06/17 phillip China Aviation Oil 1.67 2 Buy PER11.5x FY18

Centurion - Stock calls


Date Analyst Company Last Target Call Valuation
02/04/16 DBS Vickers Centurion 0.355 0.59 Buy
02/24/16 DMG & Partners Centurion 0.375 0.39 Neutral DCF
05/11/16 DMG & Partners Centurion 0.385 0.39 Neutral DCF
11/16/16 Kim Eng Centurion 0.34 0.36 Hold DCF, Cut from $0.37
11/24/16 phillip Centurion 0.32 0.42 Buy DCF
02/06/17 phillip Centurion 0.36 0.42 Buy
03/02/17 DMG & Partners Centurion 0.405 0.39 Neutral DCF
03/02/17 Kim Eng Centurion 0.405 0.41 Hold DCF
03/03/17 phillip Centurion 0.4 0.42 Accumulate DCF
03/31/17 Lim & Tan Centurion 0.41 0 Hold
04/03/17 phillip Centurion 0.42 0.42 Accumulate DCF
05/19/17 phillip Centurion 0.445 0.48 Accumulate DCF
08/11/17 Kim Eng Centurion 0.545 0.55 Hold DCF
08/11/17 phillip Centurion 0.545 0.59 Accumulate DCF
11/10/17 phillip Centurion 0.535 0.59 Accumulate DCF

Stock calls for 1 December 2017


Date Analyst Company Last Target Call Valuation
12/01/17 UOB Kay Hian A-Reit 2.64 3.05 Buy
12/01/17 UOB Kay Hian ART 1.19 1.23 Hold
12/01/17 UOB Kay Hian CapitaCommercial 1.89 2.09 Buy
12/01/17 UOB Kay Hian Capitaland 3.53 5.06 Buy
12/01/17 UOB Kay Hian Capitamall Trust 2.05 2.04 Hold
12/01/17 UOB Kay Hian CDL Hospitality 1.65 1.88 Buy
12/01/17 UOB Kay Hian City Developments 12.11 14.03 Buy
12/01/17 UOB Kay Hian DBS 24.43 26.1 Buy GGM, PB1.38x FY18
12/01/17 UOB Kay Hian Frasers Centrepoint Trust 2.22 2.43 Buy
12/01/17 UOB Kay Hian Frasers Hospitality Trust 0.775 0.85 Buy
12/01/17 UOB Kay Hian Frasers Logistics 1.08 1.2 Buy
12/01/17 Amfrasers Golden Energy 0.4 0.78 Buy
12/01/17 phillip Golden Energy 0.4 0.59 Buy
12/01/17 UOB Kay Hian Guocoland 2.08 2.8 Buy
12/01/17 UOB Kay Hian Ho Bee 2.48 3.02 Buy
12/01/17 DBS Vickers Hong Fok 0.825 1.31 Not Rated RNAV (40% discount)
12/01/17 UOB Kay Hian Keppel Reit 1.26 1.43 Buy
12/01/17 UOB Kay Hian Mapletree Industrial 1.97 1.88 Hold
12/01/17 UOB Kay Hian Mapletree Logistics 1.27 1.37 Buy
12/01/17 UOB Kay Hian OCBC 12.45 13.56 Buy GGM, PB1.44x FY18
12/01/17 OCBC OUE Hospitality 0.815 0.82 Hold
12/01/17 UOB Kay Hian Oxley 0.6 0.74 Buy
12/01/17 UOB Kay Hian Parkway Life 2.9 3 Buy
12/01/17 Lim & Tan SPH Reit 1.05 0 Hold
12/01/17 UOB Kay Hian Suntec Reit 2.04 2.13 Hold
12/01/17 DMG & Partners UOB 26.2 28.8 Buy GGM, PB1.33x FY18
12/01/17 UOB Kay Hian Wheelock Properties 1.9 2.33 Buy
12/01/17 UOB Kay Hian Wing Tai 2.17 2.78 Buy