Date | Analyst | Company | Last | Target | Call | Valuation |
02/22/18 | Kim Eng | Bukit Sembawang | 6.13 | 8.25 | Buy | RNAV (20% discount) |
02/22/18 | UBS | DBS | 29.45 | 35 | Buy | |
02/22/18 | UOB Kay Hian | KSH | 0.76 | 1.08 | Buy | Sum of parts |
02/22/18 | UBS | OCBC | 13 | 14.5 | Buy | |
02/22/18 | phillip | OCBC | 13 | 13.94 | Buy | GGM, PB1.46x |
02/22/18 | DBS Vickers | PACC Offshore | 0.39 | 0.48 | Buy | PB1.4x |
02/22/18 | OCBC | Sembcorp Marine | 2.63 | 2.43 | Hold | |
02/22/18 | UOB Kay Hian | Sembcorp Marine | 2.63 | 1.9 | Hold | PB1.6x FY19, Buy @ $1.80 |
02/22/18 | DBS Vickers | Sembcorp Marine | 2.63 | 2.9 | Buy | PB2.4x FY18 |
02/22/18 | CIMB | Sembcorp Marine | 2.63 | 3.01 | Add | PB2.5x FY18 |
02/22/18 | Phillip | Thai Beverage | 0.835 | 1.05 | Buy | Sum of parts |
02/22/18 | UBS | UOB | 27.6 | 27.5 | Neutral |
Thursday, February 22, 2018
Stock calls for 22 February 2018
Wednesday, February 21, 2018
Christians are the unhappiest people in the world.
https://sg.news.yahoo.com/religious-people-happier-non-religious-091451408.html
Buddhists are the happiest people in the world while Christians are the unhappiest.
No wonder Thailand is the least miserable country as stated below.
http://sg-stock.blogspot.sg/2018/02/thailand-is-least-miserable-country-and.html
Buddhists are the happiest people in the world while Christians are the unhappiest.
No wonder Thailand is the least miserable country as stated below.
http://sg-stock.blogspot.sg/2018/02/thailand-is-least-miserable-country-and.html
Raffles Medical - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/04/16 | UOB Kay Hian | Raffles Medical | 4.16 | 5.05 | Buy | |
01/15/16 | Phillip | Raffles Medical | 3.93 | 4.74 | Buy | DCF |
01/21/16 | Kim Eng | Raffles Medical | 3.95 | 5.22 | Buy | |
01/26/16 | Deutsche | Raffles Medical | 4.09 | 5.44 | Buy | |
02/05/16 | DIR | Raffles Medical | 4.19 | 4.7 | Outperform | DCF |
02/23/16 | CIMB | Raffles Medical | 4.25 | 4.45 | Hold | Sum of parts |
02/23/16 | Credit Suisse | Raffles Medical | 4.25 | 5 | Outperform | |
02/23/16 | DMG & Partners | Raffles Medical | 4.25 | 5.1 | Buy | DCF |
02/23/16 | Kim Eng | Raffles Medical | 4.25 | 5.2 | Buy | DCF |
02/23/16 | OCBC | Raffles Medical | 4.25 | 4.72 | Buy | PER33.5x FY16 |
02/23/16 | Phillip | Raffles Medical | 4.25 | 4.88 | Buy | DCF |
02/23/16 | UOB Kay Hian | Raffles Medical | 4.25 | 5.07 | Buy | DCF, PER33.7x FY16 |
03/08/16 | Deutsche | Raffles Medical | 4.4 | 5.39 | Buy | Sum of parts |
03/09/16 | OCBC | Raffles Medical | 4.39 | 4.72 | Buy | |
03/28/16 | UOB Kay Hian | Raffles Medical | 4.5 | 5.07 | Buy | |
04/04/16 | CIMB | Raffles Medical | 4.54 | 4.23 | Reduce | Sum of parts, EV/Ebitda24.3x CY16 |
04/07/16 | UOB Kay Hian | Raffles Medical | 4.48 | 5.07 | Buy | |
04/25/16 | OCBC | Raffles Medical | 4.6 | 4.72 | Buy | |
04/26/16 | CIMB | Raffles Medical | 4.55 | 4.23 | Reduce | Sum of parts |
04/26/16 | Credit Suisse | Raffles Medical | 4.55 | 5 | Outperform | |
04/26/16 | DBS Vickers | Raffles Medical | 4.55 | 4.3 | Hold | |
04/26/16 | DIR | Raffles Medical | 4.55 | 4.87 | Outperform | DCF |
04/26/16 | Kim Eng | Raffles Medical | 4.55 | 5.2 | Buy | DCF |
04/26/16 | Nomura | Raffles Medical | 4.55 | 5.25 | Buy | |
04/26/16 | Phillip | Raffles Medical | 4.55 | 4.88 | Accumulate | DCF |
04/26/16 | UOB Kay Hian | Raffles Medical | 4.55 | 5.11 | Buy | DCF |
05/09/16 | Deutsche | Raffles Medical | 1.535 | 1.8 | Buy | |
05/09/16 | OCBC | Raffles Medical | 1.535 | 1.57 | Hold | Stock split 1-for-3, Buy @ $1.45 or lower |
06/06/16 | UOB Kay Hian | Raffles Medical | 1.58 | 1.7 | Buy | DCF |
06/08/16 | DIR | Raffles Medical | 1.6 | 1.58 | Hold | DCF |
06/23/16 | OCBC | Raffles Medical | 1.515 | 1.57 | Hold | Buy @ $1.45 or lower |
06/30/16 | Kim Eng | Raffles Medical | 1.495 | 1.73 | Buy | |
07/05/16 | DBS Vickers | Raffles Medical | 1.555 | 1.43 | Hold | PER29x FY16/17 |
07/18/16 | CIMB | Raffles Medical | 1.54 | 1.41 | Reduce | |
07/21/16 | Amfrasers | Raffles Medical | 1.56 | 1.6 | Hold | PER34x FY16/17 |
07/21/16 | DIR | Raffles Medical | 1.56 | 1.58 | Hold | DCF |
07/22/16 | Kim Eng | Raffles Medical | 1.6 | 1.73 | Buy | DCF |
07/25/16 | CIMB | Raffles Medical | 1.62 | 1.41 | Reduce | Sum of parts |
07/26/16 | Credit Suisse | Raffles Medical | 1.565 | 1.67 | Outperform | |
07/26/16 | Deutsche | Raffles Medical | 1.565 | 1.6 | Buy | |
07/26/16 | DIR | Raffles Medical | 1.565 | 1.57 | Hold | DCF |
07/26/16 | DMG & Partners | Raffles Medical | 1.565 | 1.7 | Buy | |
07/26/16 | Kim Eng | Raffles Medical | 1.565 | 1.84 | Buy | DCF |
07/26/16 | Nomura | Raffles Medical | 1.565 | 1.77 | Buy | |
07/26/16 | OCBC | Raffles Medical | 1.565 | 1.54 | Hold | PER33.5x FY16/17, Buy @ $1.45 |
07/26/16 | Phillip | Raffles Medical | 1.565 | 1.62 | Neutral | DCF, Stock split 1-for-3 |
07/26/16 | UOB Kay Hian | Raffles Medical | 1.565 | 1.7 | Buy | DCF |
08/26/16 | OCBC | Raffles Medical | 1.505 | 1.54 | Hold | Buy @ $1.48 or lower |
09/02/16 | UOB Kay Hian | Raffles Medical | 1.54 | 1.7 | Buy | |
09/29/16 | DIR | Raffles Medical | 1.525 | 1.57 | Hold | DCF |
10/12/16 | DBS Vickers | Raffles Medical | 1.505 | 1.43 | Hold | |
10/17/16 | DMG & Partners | Raffles Medical | 1.505 | 1.7 | Buy | |
10/25/16 | CIMB | Raffles Medical | 1.505 | 1.46 | Reduce | Sum of parts |
10/25/16 | DIR | Raffles Medical | 1.505 | 1.53 | Hold | DCF |
10/25/16 | DMG & Partners | Raffles Medical | 1.505 | 1.76 | Buy | DCF, PER33x FY 17 |
10/25/16 | Kim Eng | Raffles Medical | 1.505 | 1.85 | Buy | DCF |
10/25/16 | OCBC | Raffles Medical | 1.505 | 1.61 | Hold | PER33.5x FY17 |
10/25/16 | Phillip | Raffles Medical | 1.505 | 1.62 | Accumulate | DCF |
10/25/16 | UOB Kay Hian | Raffles Medical | 1.505 | 1.7 | Buy | DCF, PER34.7x FY17 |
11/03/16 | CIMB | Raffles Medical | 1.52 | 1.46 | Reduce | |
11/10/16 | Credit Suisse | Raffles Medical | 1.49 | 1.67 | Outperform | |
11/18/16 | Deutsche | Raffles Medical | 1.405 | 1.6 | Hold | |
11/18/16 | UOB Kay Hian | Raffles Medical | 1.405 | 1.7 | Buy | DCF, PER34.7x FY17 |
11/24/16 | OCBC | Raffles Medical | 1.395 | 1.61 | Buy | |
12/06/16 | CIMB | Raffles Medical | 1.475 | 1.46 | Reduce | Sum of parts |
12/07/16 | Deutsche | Raffles Medical | 1.46 | 1.6 | Hold | |
12/08/16 | OCBC | Raffles Medical | 1.45 | 1.61 | Buy | |
12/13/16 | Kim Eng | Raffles Medical | 1.435 | 1.85 | Buy | DCF |
01/03/17 | DMG & Partners | Raffles Medical | 1.43 | 1.76 | Buy | DCF |
01/03/17 | UOB Kay Hian | Raffles Medical | 1.43 | 1.7 | Buy | DCF |
01/19/17 | DIR | Raffles Medical | 1.475 | 1.49 | Hold | DCF |
02/08/17 | UOB Kay Hian | Raffles Medical | 1.455 | 1.7 | Buy | |
02/20/17 | CIMB | Raffles Medical | 1.48 | 1.46 | Reduce | Sum of parts |
02/20/17 | OCBC | Raffles Medical | 1.48 | 1.61 | Buy | |
02/21/17 | CIMB | Raffles Medical | 1.46 | 1.36 | Reduce | Sum of parts, EV/Ebitda23x CY17 |
02/21/17 | Credit Suisse | Raffles Medical | 1.46 | 1.6 | Neutral | |
02/21/17 | DBS Vickers | Raffles Medical | 1.46 | 1.4 | Hold | PER29x FY17/18 |
02/21/17 | DIR | Raffles Medical | 1.46 | 1.43 | Hold | DCF |
02/21/17 | DMG & Partners | Raffles Medical | 1.46 | 1.72 | Buy | DCF |
02/21/17 | Kim Eng | Raffles Medical | 1.46 | 1.7 | Buy | DCF |
02/21/17 | Lim & Tan | Raffles Medical | 1.46 | 0 | Hold | |
02/21/17 | OCBC | Raffles Medical | 1.46 | 1.6 | Buy | |
02/21/17 | UOB Kay Hian | Raffles Medical | 1.46 | 1.67 | Buy | |
02/22/17 | Phillip | Raffles Medical | 1.445 | 1.6 | Accumulate | DCF |
03/21/17 | UOB Kay Hian | Raffles Medical | 1.42 | 1.66 | Buy | |
03/24/17 | Kim Eng | Raffles Medical | 1.405 | 1.7 | Buy | DCF |
04/03/17 | OCBC | Raffles Medical | 1.415 | 1.6 | Buy | Sum of parts |
04/04/17 | CIMB | Raffles Medical | 1.43 | 1.36 | Reduce | Sum of parts |
04/04/17 | Credit Suisse | Raffles Medical | 1.43 | 1.6 | Neutral | |
04/04/17 | DIR | Raffles Medical | 1.43 | 1.63 | Outperform | DCF |
04/04/17 | DMG & Partners | Raffles Medical | 1.43 | 1.72 | Buy | Sum of parts |
04/05/17 | DBS Vickers | Raffles Medical | 1.445 | 1.4 | Hold | PER29x FY17/18 |
04/10/17 | UOB Kay Hian | Raffles Medical | 1.47 | 1.66 | Buy | DCF |
04/25/17 | CIMB | Raffles Medical | 1.415 | 1.37 | Reduce | Sum of parts |
04/25/17 | DIR | Raffles Medical | 1.415 | 1.56 | Outperform | DCF |
04/25/17 | DMG & Partners | Raffles Medical | 1.415 | 1.49 | Neutral | DCF |
04/25/17 | Kim Eng | Raffles Medical | 1.415 | 1.67 | Buy | DCF |
04/25/17 | Phillip | Raffles Medical | 1.415 | 1.49 | Accumulate | DCF |
04/25/17 | UOB Kay Hian | Raffles Medical | 1.415 | 1.52 | Hold | DCF, Buy @ $1.35 |
06/05/17 | Kim Eng | Raffles Medical | 1.365 | 1.54 | Buy | DCF |
06/08/17 | OCBC | Raffles Medical | 1.375 | 1.6 | Buy | |
06/19/17 | UOB Kay Hian | Raffles Medical | 1.355 | 1.52 | Hold | DCF |
06/20/17 | CIMB | Raffles Medical | 1.36 | 1.25 | Reduce | Sum of parts |
08/01/17 | Phillip | Raffles Medical | 1.285 | 1.27 | Neutral | DCF |
08/01/17 | DIR | Raffles Medical | 1.285 | 1.46 | Outperform | DCF |
08/01/17 | DMG & Partners | Raffles Medical | 1.285 | 1.1 | Sell | DCF |
08/01/17 | UOB Kay Hian | Raffles Medical | 1.285 | 1.3 | Hold | DCF, Buy @ $1.17 |
08/01/17 | Kim Eng | Raffles Medical | 1.285 | 1.12 | Sell | DCF |
08/01/17 | OCBC | Raffles Medical | 1.285 | 1.47 | Buy | |
08/01/17 | Credit Suisse | Raffles Medical | 1.285 | 1.45 | Neutral | |
08/01/17 | CIMB | Raffles Medical | 1.285 | 1.25 | Reduce | Sum of parts |
08/01/17 | Lim & Tan | Raffles Medical | 1.285 | 0 | Sell | |
08/02/17 | DBS Vickers | Raffles Medical | 1.11 | 1.2 | Hold | PER25x FY17/18 |
09/18/17 | CIMB | Raffles Medical | 1.1 | 1.21 | Add | Sum of parts |
09/21/17 | UOB Kay Hian | Raffles Medical | 1.105 | 1.28 | Buy | DCF |
10/11/17 | DIR | Raffles Medical | 1.17 | 1.29 | Outperform | DCF |
10/16/17 | UOB Kay Hian | Raffles Medical | 1.155 | 1.28 | Buy | DCF |
10/31/17 | CIMB | Raffles Medical | 1.125 | 1.24 | Add | Sum of parts |
10/31/17 | Phillip | Raffles Medical | 1.125 | 1.32 | Accumulate | DCF |
10/31/17 | UOB Kay Hian | Raffles Medical | 1.125 | 1.34 | Buy | DCF |
10/31/17 | DMG & Partners | Raffles Medical | 1.125 | 1.1 | Neutral | DCF |
10/31/17 | OCBC | Raffles Medical | 1.125 | 1.26 | Buy | |
10/31/17 | DBS Vickers | Raffles Medical | 1.125 | 1 | Fully Valued | PER26x FY18, PER30x FY19 |
10/31/17 | Lim & Tan | Raffles Medical | 1.125 | 0 | Hold | |
11/29/17 | DMG & Partners | Raffles Medical | 1.06 | 1.1 | Neutral | |
01/08/18 | CIMB | Raffles Medical | 1.12 | 1.24 | Add | Sum of parts |
02/13/18 | UOB Kay Hian | Raffles Medical | 1.08 | 1.34 | Buy |
QAF - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/08/16 | OCBC | QAF | 1.04 | 1.27 | Buy | |
02/25/16 | OCBC | QAF | 1.02 | 1.27 | Buy | |
04/27/16 | OCBC | QAF | 1.06 | 1.27 | Buy | |
06/24/16 | OCBC | QAF | 1.055 | 1.27 | Buy | |
08/15/16 | OCBC | QAF | 1.12 | 1.27 | Buy | |
08/16/16 | OCBC | QAF | 1.19 | 1.33 | Buy | |
11/29/16 | OCBC | QAF | 1.33 | 1.46 | Buy | Sum of parts |
03/02/17 | OCBC | QAF | 1.41 | 1.46 | Hold | Buy @ $1.36 or lower |
05/08/17 | OCBC | QAF | 1.34 | 1.46 | Hold |
Stock calls for 21 February 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
02/21/18 | UOB Kay Hian | Bumitama | 0.71 | 0.96 | Buy | PER13x FY18 |
02/21/18 | OCBC | M1 | 1.8 | 1.7 | Hold | |
02/21/18 | Amfrasers | Manulife US Reit | 0.91 | 1.008 | Buy | DDM |
02/21/18 | CIMB | Sembcorp Industries | 3.28 | 3.87 | Add | Sum of parts |
02/21/18 | DMG & Partners | Talkmed | 0.675 | 0.72 | Neutral | DCF |
02/21/18 | phillip | UOB | 27.22 | 29 | Buy |
US bond yields will continue to rise in 2018. Why?
The USA government has just issued 3 days of bond auctions totalling USD$250b and is expected to raise about USD$1T per annum till 2028. Furthermore, QE taperings are also being executed simultaneously in Europe & USA.
http://sg-stock.blogspot.sg/2017/10/ecb-will-cut-bond-purchases-to-30b-in.html
http://sg-stock.blogspot.sg/2017/09/us-fed-maintains-interest-rate-and-will.html
The rising bond yields will affect the stock market because fund managers find bonds become more attractive. Please look at our comment on the connection between bond yield & stock.
http://sg-stock.blogspot.sg/2018/02/stock-markets-are-falling-like-crazy.html
Last but not least, inflation pressure is also rising because of trade wars (anti-dumping measures).
http://sg-stock.blogspot.sg/2018/02/the-usa-is-so-bent-to-have-trade-war.html
http://sg-stock.blogspot.sg/2018/02/china-imposes-anti-dumping-measures-on.html
http://sg-stock.blogspot.sg/2017/10/ecb-will-cut-bond-purchases-to-30b-in.html
http://sg-stock.blogspot.sg/2017/09/us-fed-maintains-interest-rate-and-will.html
The rising bond yields will affect the stock market because fund managers find bonds become more attractive. Please look at our comment on the connection between bond yield & stock.
http://sg-stock.blogspot.sg/2018/02/stock-markets-are-falling-like-crazy.html
Last but not least, inflation pressure is also rising because of trade wars (anti-dumping measures).
http://sg-stock.blogspot.sg/2018/02/the-usa-is-so-bent-to-have-trade-war.html
http://sg-stock.blogspot.sg/2018/02/china-imposes-anti-dumping-measures-on.html
Tuesday, February 20, 2018
Noble Group is virutally bankrupt after declaring $5B loss in 2017.
https://www.bloombergquint.com/business/2018/02/19/noble-s-sea-of-red-shows-post-restructuring-challenge-for-trader
After declaring a $5b loss in 2017, Noble Group's net asset value is about -$850m, meaning it is virtually bankrupt. Therefore, it is having an urgent need to recapitalize to convert back into positive net asset value. Without the debt restructuring plan, Noble will have an on-going concern in 2018.
However, existing shareholders have to take a heavy haircut of about 90% to revive Noble Group. Will the existing shareholders bite the silver bullet and move on?
After declaring a $5b loss in 2017, Noble Group's net asset value is about -$850m, meaning it is virtually bankrupt. Therefore, it is having an urgent need to recapitalize to convert back into positive net asset value. Without the debt restructuring plan, Noble will have an on-going concern in 2018.
However, existing shareholders have to take a heavy haircut of about 90% to revive Noble Group. Will the existing shareholders bite the silver bullet and move on?
Q & M - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/08/16 | CIMB | Q & M | 0.7 | 0.84 | Add | PER34.5x CY17 |
01/21/16 | Kim Eng | Q & M | 0.695 | 0.97 | Buy | PER42x FY16 |
02/01/16 | Kim Eng | Q & M | 0.675 | 0.93 | Buy | PER42x FY16 |
03/02/16 | CIMB | Q & M | 0.7 | 0.64 | Reduce | PER34.5x CY17 |
03/02/16 | Kim Eng | Q & M | 0.7 | 0.88 | Buy | PER42x FY16 |
04/14/16 | phillip | Q & M | 0.685 | 0.7 | Neutral | PER38x |
05/12/16 | Kim Eng | Q & M | 0.67 | 0.88 | Buy | PER42x FY16 |
05/16/16 | CIMB | Q & M | 0.67 | 0.7 | Hold | PER34.5x CY17 |
05/17/16 | phillip | Q & M | 0.715 | 0.72 | Neutral | PER38.2x |
05/25/16 | Kim Eng | Q & M | 0.795 | 1.05 | Buy | PER42x |
06/08/16 | CIMB | Q & M | 0.76 | 0.74 | Hold | PER34.5x CY17 |
06/08/16 | Kim Eng | Q & M | 0.76 | 1.08 | Buy | PER42x FY17 |
07/05/16 | DBS Vickers | Q & M | 0.73 | 0.8 | Not Rated | PER36.5x FY17 |
07/25/16 | DMG & Partners | Q & M | 0.7 | 1 | Buy | |
08/15/16 | CIMB | Q & M | 0.725 | 0.74 | Hold | PER34.5x CY17 |
08/15/16 | phillip | Q & M | 0.725 | 0.72 | Neutral | PER38.2x FY16 |
08/17/16 | Kim Eng | Q & M | 0.725 | 1.08 | Buy | |
09/06/16 | Kim Eng | Q & M | 0.72 | 1.08 | Buy | PER42x FY17 |
09/07/16 | phillip | Q & M | 0.725 | 0.93 | Buy | PER38.2x |
10/12/16 | DBS Vickers | Q & M | 0.76 | 0.8 | Not Rated | |
11/15/16 | CIMB | Q & M | 0.745 | 0.77 | Hold | PER34.5x CY18 |
11/15/16 | Kim Eng | Q & M | 0.745 | 1 | Buy | PER42x FY17 |
11/15/16 | phillip | Q & M | 0.745 | 0.89 | Buy | PER38.2x |
03/03/17 | CIMB | Q & M | 0.71 | 0.6 | Reduce | PER28x |
03/06/17 | Kim Eng | Q & M | 0.705 | 0.77 | Hold | PER36x FY18 |
03/06/17 | phillip | Q & M | 0.705 | 0.65 | Reduce | PER38.2x FY17 |
05/12/17 | CIMB | Q & M | 0.705 | 0.6 | Reduce | PER28x CY18 |
05/15/17 | phillip | Q & M | 0.7 | 0.65 | Reduce | PER38.2x FY17 |
06/05/17 | Kim Eng | Q & M | 0.685 | 0.6 | Hold | PER28x FY18 |
08/21/17 | phillip | Q & M | 0.63 | 0.61 | Neutral | PER32x |
01/08/18 | CIMB | Q & M | 0.65 | 0.61 | Reduce | PER28x CY19 |
Procurri - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
07/15/16 | Lim & Tan | Procurri | 0.56 | 0 | Stag | IPO |
09/19/16 | DBS Vickers | Procurri | 0.52 | 0.67 | Buy | PER11.3x FY17 |
10/17/16 | Bloomberg | Procurri | 0.46 | 0.67 | Buy | |
11/14/16 | DBS Vickers | Procurri | 0.47 | 0.56 | Buy | PER11.3x FY17 |
02/23/17 | DBS Vickers | Procurri | 0.405 | 0.4 | Hold | |
05/15/17 | DBS Vickers | Procurri | 0.28 | 0.32 | Hold | PER9.3x FY17/18 |
08/16/17 | DBS Vickers | Procurri | 0.21 | 0.18 | Fully Valued | RNAV (5% discount) |
11/16/17 | DBS Vickers | Procurri | 0.235 | 0.18 | Fully Valued | RNAV (6% discount) |
Stock calls for 20 February 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
02/20/18 | DMG & Partners | A-Reit | 2.62 | 2.9 | Buy | |
02/20/18 | DBS Vickers | A-Reit | 2.62 | 2.85 | Buy | |
02/20/18 | DMG & Partners | APAC Realty | 1.06 | 1.2 | Buy | |
02/20/18 | DMG & Partners | Avi-Tech | 0.49 | 0.59 | Buy | |
02/20/18 | DMG & Partners | Breadtalk | 1.69 | 2.09 | Buy | |
02/20/18 | DBS Vickers | CapitaCommercial | 1.78 | 2.1 | Buy | |
02/20/18 | DMG & Partners | Capitaland | 3.63 | 4.2 | Buy | |
02/20/18 | DBS Vickers | CDL Hospitality | 1.68 | 2 | Buy | |
02/20/18 | UOB Kay Hian | Cityneon | 1.02 | 1.55 | Buy | |
02/20/18 | DMG & Partners | Food Empire | 0.67 | 1 | Buy | |
02/20/18 | DBS Vickers | Frasers Centrepoint Trust | 2.15 | 2.48 | Buy | |
02/20/18 | DBS Vickers | Frasers Commercial Trust | 1.44 | 1.71 | Buy | |
02/20/18 | DBS Vickers | Frasers Hospitality Trust | 0.79 | 0.89 | Buy | |
02/20/18 | UOB Kay Hian | Hock Lian Seng | 0.495 | 0.63 | Buy | |
02/20/18 | NRA | ISDN | 0.22 | 0.32 | Overweight | PER12.5x FY18 |
02/20/18 | UOB Kay Hian | ISDN | 0.22 | 0.35 | Buy | |
02/20/18 | Lim & Tan | ISDN | 0.22 | 0 | Trading Buy | |
02/20/18 | DBS Vickers | Mapletree Logistics | 1.25 | 1.45 | Buy | |
02/20/18 | Amfrasers | OKP | 0.35 | 0.39 | Hold | |
02/20/18 | DMG & Partners | OUE Hospitality | 0.845 | 0.95 | Buy | |
02/20/18 | UOB Kay Hian | Sembcorp Industries | 3.3 | 3.87 | Buy | |
02/20/18 | DBS Vickers | SGX | 7.71 | 8.9 | Buy | DDM, PER21x FY19 |
02/20/18 | UOB Kay Hian | Sheng Siong | 0.92 | 1.06 | Hold | |
02/20/18 | phillip | Singapore O&G | 0.385 | 0.42 | Accumulate | PER23.2x |
02/20/18 | DMG & Partners | ST Engineering | 3.35 | 4.2 | Buy | |
02/20/18 | DBS Vickers | Starhub | 2.6 | 2.2 | Fully Valued | DCF |
02/20/18 | DBS Vickers | Suntec Reit | 1.97 | 2.3 | Buy | |
02/20/18 | DMG & Partners | Venture | 23.53 | 24.1 | Buy |
Monday, February 19, 2018
Perennial Reit - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/08/16 | CIMB | Perennial Reit | 0.885 | 1.24 | Add | RNAV (35% discount) |
01/08/16 | DBS Vickers | Perennial Reit | 0.885 | 1.32 | Buy | RNAV (40% discount) |
02/11/16 | DBS Vickers | Perennial Reit | 0.875 | 1.32 | Buy | RNAV (40% discount) |
03/29/16 | DBS Vickers | Perennial Reit | 0.925 | 1.32 | Buy | |
05/16/16 | CIMB | Perennial Reit | 0.92 | 1.14 | Add | RNAV (40% discount) |
08/08/16 | CIMB | Perennial Reit | 0.9 | 1.11 | Add | RNAV (40% discount) |
09/14/16 | DBS Vickers | Perennial Reit | 0.885 | 1.32 | Buy | |
11/10/16 | DBS Vickers | Perennial Reit | 0.84 | 1.32 | Buy | |
11/30/16 | CIMB | Perennial Reit | 0.835 | 1.11 | Add | RNAV (40% discount) |
02/09/17 | CIMB | Perennial Reit | 0.81 | 1.08 | Add | RNAV (40% discount) |
02/09/17 | DBS Vickers | Perennial Reit | 0.81 | 1.05 | Buy | RNAV (50% discount) |
05/09/17 | DBS Vickers | Perennial Reit | 0.855 | 1.05 | Buy | RNAV (50% discount) |
07/14/17 | DBS Vickers | Perennial Reit | 0.885 | 1.05 | Buy | RNAV (50% discount) |
08/01/17 | DBS Vickers | Perennial Reit | 0.88 | 1.05 | Buy | RNAV (50% discount) |
11/09/17 | DBS Vickers | Perennial Reit | 0.88 | 1.05 | Buy | RNAV (50% discount) |
01/04/18 | DBS Vickers | Perennial Reit | 0.88 | 1.05 | Buy | |
02/09/18 | CIMB | Perennial Reit | 0.835 | 1.12 | Add | |
02/12/18 | DBS Vickers | Perennial Reit | 0.835 | 1.05 | Buy | RNAV (50% discount) |
Parkway Life - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/05/16 | UOB Kay Hian | Parkway Life | 2.3 | 2.38 | Hold | |
01/08/16 | DBS Vickers | Parkway Life | 2.23 | 2.56 | Buy | DCF |
01/27/16 | Lim & Tan | Parkway Life | 2.17 | 0 | Hold | |
01/28/16 | DBS Vickers | Parkway Life | 2.22 | 2.5 | Buy | |
03/07/16 | CIMB | Parkway Life | 2.4 | 2.54 | Add | DDM |
03/28/16 | Lim & Tan | Parkway Life | 2.35 | 0 | Hold | |
03/30/16 | UOB Kay Hian | Parkway Life | 2.35 | 2.38 | Hold | |
04/27/16 | CIMB | Parkway Life | 2.45 | 2.55 | Add | DDM |
04/27/16 | DBS Vickers | Parkway Life | 2.45 | 2.65 | Buy | |
04/27/16 | UOB Kay Hian | Parkway Life | 2.45 | 2.38 | Hold | |
06/27/16 | UOB Kay Hian | Parkway Life | 2.39 | 2.38 | Hold | |
07/05/16 | DBS Vickers | Parkway Life | 2.55 | 2.65 | Buy | |
07/18/16 | UOB Kay Hian | Parkway Life | 2.57 | 2.65 | Hold | |
07/26/16 | Lim & Tan | Parkway Life | 2.55 | 0 | Hold | |
07/27/16 | CIMB | Parkway Life | 2.59 | 2.68 | Hold | DDM |
07/27/16 | DBS Vickers | Parkway Life | 2.59 | 2.75 | Buy | |
08/01/16 | UOB Kay Hian | Parkway Life | 2.55 | 2.65 | Hold | |
08/16/16 | DBS Vickers | Parkway Life | 2.45 | 2.75 | Buy | |
09/26/16 | CIMB | Parkway Life | 2.55 | 2.78 | Add | |
10/28/16 | CIMB | Parkway Life | 2.56 | 2.78 | Add | DDM |
10/28/16 | DBS Vickers | Parkway Life | 2.56 | 2.75 | Buy | |
12/06/16 | CIMB | Parkway Life | 2.42 | 2.53 | Add | DDM |
12/09/16 | UOB Kay Hian | Parkway Life | 2.38 | 2.5 | Hold | |
12/23/16 | DBS Vickers | Parkway Life | 2.36 | 2.75 | Buy | |
12/23/16 | Lim & Tan | Parkway Life | 2.36 | 0 | Hold | |
01/25/17 | Lim & Tan | Parkway Life | 2.39 | 0 | Accumulate | |
01/26/17 | CIMB | Parkway Life | 2.4 | 2.58 | Add | DDM |
01/26/17 | DBS Vickers | Parkway Life | 2.4 | 2.75 | Buy | |
01/26/17 | UOB Kay Hian | Parkway Life | 2.4 | 2.5 | Hold | DDM |
02/14/17 | CIMB | Parkway Life | 2.45 | 2.58 | Add | |
03/06/17 | CIMB | Parkway Life | 2.44 | 2.58 | Add | |
03/07/17 | UOB Kay Hian | Parkway Life | 2.44 | 2.5 | Hold | |
04/11/17 | UOB Kay Hian | Parkway Life | 2.53 | 2.5 | Hold | |
04/26/17 | CIMB | Parkway Life | 2.6 | 2.71 | Add | DDM |
04/26/17 | DBS Vickers | Parkway Life | 2.6 | 2.82 | Buy | |
05/25/17 | UOB Kay Hian | Parkway Life | 2.58 | 2.82 | Buy | |
07/26/17 | CIMB | Parkway Life | 2.76 | 2.83 | Add | DDM |
07/26/17 | UOB Kay Hian | Parkway Life | 2.76 | 2.82 | Buy | DDM |
07/26/17 | Lim & Tan | Parkway Life | 2.76 | 0 | Accumulate on weakness | |
10/23/17 | UOB Kay Hian | Parkway Life | 2.79 | 2.82 | Buy | |
11/10/17 | CIMB | Parkway Life | 2.86 | 2.93 | Hold | DDM |
11/10/17 | DBS Vickers | Parkway Life | 2.86 | 3.1 | Buy | |
11/10/17 | UOB Kay Hian | Parkway Life | 2.86 | 3 | Buy | |
12/01/17 | UOB Kay Hian | Parkway Life | 2.9 | 3 | Buy | |
01/29/18 | CIMB | Parkway Life | 2.97 | 3.07 | Hold | DDM |
01/29/18 | Lim & Tan | Parkway Life | 2.97 | 0 | Hold | |
01/29/18 | DBS Vickers | Parkway Life | 2.97 | 3.15 | Buy |
Stock calls for 19 February 2018
Date | Analyst | Company | Last | Target | Call | Valuation |
02/19/18 | DBS Vickers | APAC Realty | 1.02 | 1.12 | Buy | |
02/19/18 | Phillip | Capitaland | 3.57 | 4.19 | Accumulate | RNAV (20% discount) |
02/19/18 | phillip | Chip Eng Seng | 0.955 | 1.21 | Buy | RNAV (40% discount) |
02/19/18 | DBS Vickers | City Developments | 12.72 | 14.03 | Buy | |
02/19/18 | DMG & Partners | Dairy Farm | 8.38 | 9.53 | Buy | DCF |
02/19/18 | OCBC | Far East Hospitality | 0.715 | 0.75 | Buy | |
02/19/18 | UOB Kay Hian | Jumbo | 0.575 | 0.59 | Hold | DCF, Buy @ $0.53 |
02/19/18 | DBS Vickers | Roxy-Pacific | 0.56 | 0.69 | Buy | RNAV (30% discount) |
02/19/18 | Lim & Tan | Sembcorp Industries | 3.22 | 0 | Buy | |
02/19/18 | Jefferies | SGX | 7.37 | 8 | Buy | |
02/19/18 | DMG & Partners | Sheng Siong | 0.915 | 0.99 | Neutral | Up from $0.93 |
02/19/18 | DBS Vickers | Thai Beverage | 0.85 | 1.02 | Buy | Sum of parts |
02/19/18 | DBS Vickers | UOL | 8.34 | 10.15 | Buy |
Noble will report its Q4 2017 losses soon!
https://sg.finance.yahoo.com/news/noble-gets-3-us-700m-034200995.html
The survival of Noble now rests on the outcome of the debt restructuring. Credit facilities may get cancelled by the banks if the debt restructuring plan fails. It is a common practice for banks to reduce their risks by recalling loans during any crisis time.
Let's see how bad the loss is for the Q4 2017.
The survival of Noble now rests on the outcome of the debt restructuring. Credit facilities may get cancelled by the banks if the debt restructuring plan fails. It is a common practice for banks to reduce their risks by recalling loans during any crisis time.
Let's see how bad the loss is for the Q4 2017.
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