https://sg.news.yahoo.com/lawmaker-tells-australian-leader-party-doesnt-back-him-232549188.html
The Aussie PM may quit soon because he is losing support for his anti-china policies.
The Australian economy won't be good with anti-China policies.
Thursday, August 23, 2018
Australia is still anti-china.
https://sg.news.yahoo.com/australia-bans-chinas-huawei-participating-mobile-network-infrastructure-234923278--finance.html
If Australia wants to ban China Huawei, China can also ban Australia wines & dairy products. Who has more to lose?
No wonder Australia PM and his party are crumbling.
If Australia wants to ban China Huawei, China can also ban Australia wines & dairy products. Who has more to lose?
No wonder Australia PM and his party are crumbling.
Wednesday, August 22, 2018
The Anti-China Australian PM and his party are crumbling.
https://www.afp.com/en/news/23/ministers-offer-quit-australia-political-crisis-deepens-doc-18i7ap1
The Anti-China Australian PM and his party are crumbling in the face of an economic slowdown.
The economic slowdown was exacerbated by the unfriendliness towards China and caused some trading obstacles between Australia and China.
The current Australian PM and his party have to be removed from power in order for an improvement in the Australia-China relationship. The politicians and the residents know this and they've to effect the change to stop the economic slowdown and improve the relationship with China.
The Anti-China Australian PM and his party are crumbling in the face of an economic slowdown.
The economic slowdown was exacerbated by the unfriendliness towards China and caused some trading obstacles between Australia and China.
The current Australian PM and his party have to be removed from power in order for an improvement in the Australia-China relationship. The politicians and the residents know this and they've to effect the change to stop the economic slowdown and improve the relationship with China.
Maersk has begun its first container ship using the Arctic sea.
https://sg.news.yahoo.com/maersk-launches-first-container-ship-132220934.html
This is the first time Maersk has bypassed the Strait of Malacca and Singapore port to move its cargoes.
Once Maersk collects enough data and experience in manoeuvring the Arctic Sea, it will reduce its shipping frequency to the Strait of Malacca and Singapore.
This is the first time Maersk has bypassed the Strait of Malacca and Singapore port to move its cargoes.
Once Maersk collects enough data and experience in manoeuvring the Arctic Sea, it will reduce its shipping frequency to the Strait of Malacca and Singapore.
Temasek's investment portfolio has suffered another loss!
https://finance.yahoo.com/news/sea-loss-widens-investment-shopee-230841952.html
Temasek is a shareholder in another loss-making company, SEA LTD.
SEA lost US$250.8 in the previous quarter and would continue its losses in the competitive e-commerce industry because it wanted to gain its market share.
Temasek is a shareholder in another loss-making company, SEA LTD.
SEA lost US$250.8 in the previous quarter and would continue its losses in the competitive e-commerce industry because it wanted to gain its market share.
Tuesday, August 21, 2018
The stock market is overly optimistic about US-China trade talk.
The stock investors are overly optimistic about the upcoming US-China trade talk. Why?
This US-China trade talk is a mid-level negotiation which will just set the stage for the November trade meeting between Trump and Xi. Therefore, there won't be any significant trade dispute that will be resolved in this August trade talk and the mid-level authorities are not empowered to make any important trade decision but to defer the decision-making to November.
Anyway, any decision made in this August trade talk can be easily revoked by Trump in November. Thus, it is pointless to remain optimistic for any good outcome.
This US-China trade talk is a mid-level negotiation which will just set the stage for the November trade meeting between Trump and Xi. Therefore, there won't be any significant trade dispute that will be resolved in this August trade talk and the mid-level authorities are not empowered to make any important trade decision but to defer the decision-making to November.
Anyway, any decision made in this August trade talk can be easily revoked by Trump in November. Thus, it is pointless to remain optimistic for any good outcome.
Vard - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 05/15/17 | OCBC | Vard | 0.24 | 0.23 | Hold | PB0.8x |
| 05/16/17 | DBS Vickers | Vard | 0.24 | 0.25 | Hold | PB0.8x |
| 07/21/17 | DBS Vickers | Vard | 0.245 | 0.25 | Hold | |
| 07/26/17 | DBS Vickers | Vard | 0.245 | 0.24 | Hold | PB0.8x |
| 11/14/17 | DBS Vickers | Vard | 0.245 | 0.25 | Hold | PB0.78x, P/NTA0.99x, Offer price $0.25 |
| 07/09/18 | CIMB | Vard | 0.25 | 0.25 | Do Not Accept | Offer $0.25 is not fair |
Valuetronics - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 02/14/17 | CIMB | Valuetronics | 0.65 | 0.72 | Add | PER9.8x CY18 |
| 02/14/17 | DMG & Partners | Valuetronics | 0.65 | 0.65 | Buy | DCF |
| 02/14/17 | UOB Kay Hian | Valuetronics | 0.65 | 0.72 | Buy | PER10.1x FY18 |
| 05/23/17 | DBS Vickers | Valuetronics | 0.85 | 0.95 | Not Rated | PER8x CY17 ex-cash |
| 05/30/17 | CIMB | Valuetronics | 0.815 | 0.89 | Add | PER11x CY18 |
| 05/30/17 | UOB | Valuetronics | 0.815 | 0.8 | Hold | |
| 05/31/17 | DMG & Partners | Valuetronics | 0.8 | 0.81 | Neutral | DCF |
| 06/22/17 | DMG & Partners | Valuetronics | 0.795 | 0.85 | Neutral | DCF, PER10x FY18 |
| 06/30/17 | Amfrasers | Valuetronics | 0.795 | 0.86 | Buy | DCF |
| 07/05/17 | CIMB | Valuetronics | 0.785 | 0.89 | Add | PER11x CY18 |
| 08/07/17 | DMG & Partners | Valuetronics | 0.825 | 0.85 | Neutral | |
| 08/15/17 | UOB Kay Hian | Valuetronics | 0.975 | 0.94 | Hold | PER11.7x FY18, Buy @ $0.85 |
| 08/15/17 | Amfrasers | Valuetronics | 0.975 | 0.91 | Hold | DCF, PER13.6x FY18 |
| 08/15/17 | CIMB | Valuetronics | 0.975 | 1.02 | Add | PER11.9x CY18 |
| 08/16/17 | DMG & Partners | Valuetronics | 0.96 | 0.93 | Neutral | DCF |
| 09/26/17 | CIMB | Valuetronics | 0.865 | 1.02 | Add | |
| 11/10/17 | DMG & Partners | Valuetronics | 0.995 | 1.05 | Neutral | DCF |
| 11/14/17 | CIMB | Valuetronics | 1.01 | 1.1 | Add | PER11x CY19 |
| 02/13/18 | CIMB | Valuetronics | 0.92 | 1.1 | Add | PER11x CY19 |
| 02/13/18 | UOB Kay Hian | Valuetronics | 0.92 | 0.95 | Buy | PER11.3x FY19, Buy @ $0.86 |
| 02/15/18 | DMG & Partners | Valuetronics | 0.915 | 1.05 | Buy | DCF, PER11x FY19 |
| 03/23/18 | Kim Eng | Valuetronics | 0.955 | 1.25 | Buy | ROE-g/COE-g, PB2.8x FY19 |
| 04/27/18 | Kim Eng | Valuetronics | 0.74 | 1.25 | Buy | ROE-g/COE-g, PB2.8x FY19 |
| 04/27/18 | CIMB | Valuetronics | 0.74 | 1.1 | Add | PER11x CY19 |
| 04/30/18 | DMG & Partners | Valuetronics | 0.68 | 0.96 | Buy | PER10x FY19 |
| 05/22/18 | DMG & Partners | Valuetronics | 0.845 | 0.96 | Buy | |
| 05/28/18 | Lim & Tan | Valuetronics | 0.825 | 0 | Hold | |
| 05/30/18 | CIMB | Valuetronics | 0.795 | 0.95 | Add | PER10x CY19 |
| 05/30/18 | UOB Kay Hian | Valuetronics | 0.795 | 0.96 | Buy | PER11.3x FY19 |
| 05/30/18 | DMG & Partners | Valuetronics | 0.795 | 0.92 | Buy | PER9.5x FY19 |
| 05/30/18 | Kim Eng | Valuetronics | 0.795 | 1.15 | Buy | |
| 06/27/18 | DMG & Partners | Valuetronics | 0.665 | 0.92 | Buy | |
| 08/15/18 | Kim Eng | Valuetronics | 0.735 | 1.05 | Buy | |
| 08/15/18 | UOB Kay Hian | Valuetronics | 0.735 | 0.96 | Buy | PER11.3x FY19 |
| 08/15/18 | DMG & Partners | Valuetronics | 0.735 | 0.92 | Buy | PER10x FY19 |
| 08/15/18 | CIMB | Valuetronics | 0.735 | 0.95 | Add | PER10x CY19 |
Valuemax - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 09/07/17 | Amfrasers | Valuemax | 0.28 | 0.39 | Buy | PB1.15x FY17 |
| 01/10/18 | Amfrasers | Valuemax | 0.295 | 0.39 | Buy |
Stock calls for 21 August 2018
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 08/21/18 | Amfrasers | Accordia Golf Trust | 0.565 | 0.7 | Buy | |
| 08/21/18 | DMG & Partners | Amara | 0.475 | 0.88 | Buy | RNAV (35% discount) |
| 08/21/18 | Jefferies | City Developments | 9.49 | 11 | Hold | RNAV (22% discount) |
| 08/21/18 | Amfrasers | Cityneon | 1.13 | 1.51 | Buy | PER14x FY18 |
| 08/21/18 | CIMB | HMI | 0.575 | 0.8 | Add | |
| 08/21/18 | CIMB | IHH Healthcare | 1.84 | 2.29 | Add | Ringgit $6.86 target |
| 08/21/18 | Amfrasers | Japan Foods | 0.5 | 0.64 | Buy | DCF |
| 08/21/18 | DMG & Partners | Mindchamps | 0.7 | 0.94 | Buy | |
| 08/21/18 | UOB Kay Hian | Sheng Siong | 1.11 | 1.14 | Hold | DCF, PER21.8x FY19, Buy @ $1.05 |
Mahathir cannot get any concession from China. Hahaha!
https://sg.news.yahoo.com/malaysian-pm-mahathir-says-china-backed-rail-pipeline-051558586.html
This old man cannot get neither get any concession nor any goodies (coffee money) from China and has to cancel China backed projects. Malaysia has to pay cancellation fees as penalties because of Mahathir's foolishness.
Mahathir doesn't understand that the strategic importance of Malaysia especially the Strait of Malacca has diminished because of the Arctic sea lane. He thought he could bargain with China but he was dead wrong.
This old man cannot get neither get any concession nor any goodies (coffee money) from China and has to cancel China backed projects. Malaysia has to pay cancellation fees as penalties because of Mahathir's foolishness.
Mahathir doesn't understand that the strategic importance of Malaysia especially the Strait of Malacca has diminished because of the Arctic sea lane. He thought he could bargain with China but he was dead wrong.
Monday, August 20, 2018
Mark my words! Singapore price hikes are coming in the future!
https://sg.finance.yahoo.com/news/singapores-lee-sees-large-expenditures-health-housing-055401118.html
Singapore will hike tariffs, levies and taxes in the future to defray the large expenditures in the healthcare and housing costs.
When our government gives us a drumstick, it will try to get a whole chicken back from us. That's why I've never been interested in the government policies.
Singapore will hike tariffs, levies and taxes in the future to defray the large expenditures in the healthcare and housing costs.
When our government gives us a drumstick, it will try to get a whole chicken back from us. That's why I've never been interested in the government policies.
US firms are giving warning to Trump about future china tariffs.
https://sg.finance.yahoo.com/news/u-firms-warn-next-china-tariffs-cost-americans-062554149--finance.html
We did state that the main street was more important than the wall street.
Although the wall street stocks didn't fall as much as China's stocks, the main street people are starting to feel disgruntled. They're starting to complain about the China tariffs now.
http://sg-stock.blogspot.com/2018/08/us-inflation-is-rising-rapidly-because.html
We did state that the main street was more important than the wall street.
Although the wall street stocks didn't fall as much as China's stocks, the main street people are starting to feel disgruntled. They're starting to complain about the China tariffs now.
http://sg-stock.blogspot.com/2018/08/us-inflation-is-rising-rapidly-because.html
UOL - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/09/17 | DBS Vickers | UOL | 6.2 | 7.2 | Buy | RNAV (30% discount) |
| 01/11/17 | Kim Eng | UOL | 6.34 | 7.39 | Buy | |
| 01/12/17 | CIMB | UOL | 6.3 | 7.96 | Add | |
| 01/16/17 | phillip | UOL | 6.29 | 7.05 | Accumulate | RNAV |
| 01/25/17 | Kim Eng | UOL | 6.45 | 7.39 | Buy | RNAV (24% discount) |
| 02/06/17 | phillip | UOL | 6.58 | 7.05 | Accumulate | |
| 02/17/17 | DBS Vickers | UOL | 6.55 | 7.2 | Buy | |
| 02/27/17 | CIMB | UOL | 6.65 | 7.96 | Add | RNAV (20% discount) |
| 02/27/17 | Kim Eng | UOL | 6.65 | 7.68 | Buy | RNAV (22% discount) |
| 02/27/17 | OCBC | UOL | 6.65 | 7.3 | Buy | |
| 02/28/17 | DBS Vickers | UOL | 6.51 | 7.64 | Buy | RNAV (30% discount) |
| 02/28/17 | Lim & Tan | UOL | 6.51 | 0 | Buy | |
| 02/28/17 | phillip | UOL | 6.51 | 7.4 | Accumulate | RNAV (20% discount) |
| 03/09/17 | Deutsche | UOL | 6.68 | 6.8 | Hold | |
| 03/09/17 | OCBC | UOL | 6.68 | 7.3 | Buy | PB0.66x |
| 03/13/17 | CIMB | UOL | 6.92 | 7.96 | Add | RNAV (20% discount) |
| 03/13/17 | Kim Eng | UOL | 6.92 | 7.68 | Buy | |
| 03/14/17 | UBS | UOL | 6.94 | 8.15 | Buy | |
| 03/16/17 | Kim Eng | UOL | 6.93 | 7.93 | Buy | |
| 03/17/17 | DBS Vickers | UOL | 6.98 | 7.64 | Buy | |
| 03/17/17 | JP Morgan | UOL | 6.98 | 8.2 | Overweight | |
| 04/10/17 | DBS Vickers | UOL | 7.02 | 7.64 | Buy | |
| 04/18/17 | CIMB | UOL | 6.98 | 7.96 | Add | |
| 04/27/17 | phillip | UOL | 7.2 | 7.19 | Accumulate | |
| 05/12/17 | Deutsche | UOL | 7.1 | 7.5 | Hold | |
| 05/12/17 | Kim Eng | UOL | 7.1 | 7.93 | Buy | |
| 05/15/17 | CIMB | UOL | 7.07 | 7.96 | Add | RNAV (20% discount) |
| 05/15/17 | Kim Eng | UOL | 7.07 | 8.3 | Buy | |
| 05/15/17 | OCBC | UOL | 7.07 | 7.3 | Hold | |
| 05/16/17 | DBS Vickers | UOL | 7.09 | 8.73 | Buy | RNAV (20% discount) |
| 05/16/17 | phillip | UOL | 7.09 | 7.64 | Accumulate | RNAV (15% discount) |
| 05/17/17 | Lim & Tan | UOL | 7 | 0 | Buy | |
| 05/29/17 | Kim Eng | UOL | 6.94 | 9.05 | Buy | RNAV (15% discount) |
| 06/05/17 | Credit Suisse | UOL | 7.08 | 9 | Outperform | RNAV (25% discount) |
| 06/14/17 | DBS Vickers | UOL | 7.79 | 8.73 | Buy | |
| 06/16/17 | CIMB | UOL | 7.6 | 7.96 | Add | |
| 06/16/17 | Kim Eng | UOL | 7.6 | 9.05 | Buy | RNAV (15% discount) |
| 06/22/17 | Deutsche | UOL | 7.68 | 7.5 | Hold | |
| 06/23/17 | Lim & Tan | UOL | 7.68 | 0 | Buy | |
| 06/23/17 | OCBC | UOL | 7.68 | 7.3 | Hold | RNAV (25% discount) |
| 06/27/17 | OCBC | UOL | 7.6 | 8.39 | Buy | RNAV (20% discount) |
| 07/11/17 | Kim Eng | UOL | 7.59 | 9.05 | Buy | |
| 07/18/17 | JP Morgan | UOL | 7.78 | 8.2 | Overweight | |
| 07/18/17 | CIMB | UOL | 7.78 | 7.96 | Add | |
| 07/27/17 | DBS Vickers | UOL | 7.92 | 8.73 | Buy | RNAV (20% discount) |
| 08/07/17 | CIMB | UOL | 8.06 | 9.03 | Add | RNAV (20% discount) |
| 08/07/17 | Kim Eng | UOL | 8.06 | 9.05 | Buy | |
| 08/07/17 | phillip | UOL | 8.06 | 8.93 | Accumulate | RNAV (15% discount) |
| 08/08/17 | Lim & Tan | UOL | 8.16 | 0 | Buy | |
| 08/08/17 | OCBC | UOL | 8.16 | 9.01 | Buy | |
| 08/25/17 | Kim Eng | UOL | 8.13 | 9.43 | Buy | RNAV (15% discount) |
| 08/28/17 | DBS Vickers | UOL | 8.03 | 8.73 | Buy | |
| 09/04/17 | OCBC | UOL | 8.18 | 8.63 | Buy | |
| 09/05/17 | CIMB | UOL | 8.04 | 9.03 | Add | |
| 09/12/17 | DBS Vickers | UOL | 8.06 | 8.73 | Buy | |
| 09/12/17 | Lim & Tan | UOL | 8.06 | 0 | Buy | |
| 09/15/17 | Credit Suisse | UOL | 8.03 | 9.4 | Outperform | |
| 09/25/17 | Kim Eng | UOL | 8.07 | 9.43 | Buy | RNAV (15% discount) |
| 10/03/17 | CIMB | UOL | 8.19 | 9.03 | Add | |
| 10/06/17 | Lim & Tan | UOL | 8.2 | 0 | Buy | |
| 10/09/17 | Kim Eng | UOL | 8.55 | 9.8 | Buy | RNAV (10% discount) |
| 10/20/17 | Deutsche | UOL | 8.98 | 9.2 | Hold | |
| 11/10/17 | Credit Suisse | UOL | 8.8 | 9.4 | Outperform | |
| 11/10/17 | Kim Eng | UOL | 8.8 | 9.85 | Buy | RNAV (10% discount) |
| 11/10/17 | CIMB | UOL | 8.8 | 9.62 | Add | RNAV (20% discount) |
| 11/10/17 | DBS Vickers | UOL | 8.8 | 10.15 | Buy | RNAV (20% discount) |
| 11/10/17 | Lim & Tan | UOL | 8.8 | 0 | Buy | |
| 11/13/17 | OCBC | UOL | 8.75 | 9.7 | Buy | |
| 12/06/17 | DBS Vickers | UOL | 8.56 | 10.15 | Buy | |
| 12/14/17 | CIMB | UOL | 8.72 | 9.62 | Add | RNAV (20% discount) |
| 12/14/17 | OCBC | UOL | 8.72 | 9.7 | Buy | |
| 12/18/17 | Kim Eng | UOL | 8.54 | 9.85 | Buy | |
| 01/04/18 | Deutsche | UOL | 9.08 | 10 | Buy | |
| 01/16/18 | CIMB | UOL | 9.34 | 9.62 | Add | |
| 01/16/18 | Kim Eng | UOL | 9.34 | 9.85 | Buy | RNAV (15% discount), PB0.85x |
| 01/16/18 | Credit Suisse | UOL | 9.34 | 10.8 | Outperform | |
| 02/07/18 | OCBC | UOL | 8.71 | 9.7 | Buy | |
| 02/07/18 | CIMB | UOL | 8.71 | 9.62 | Add | |
| 02/19/18 | DBS Vickers | UOL | 8.34 | 10.15 | Buy | |
| 02/28/18 | Kim Eng | UOL | 8.52 | 10.4 | Buy | RNAV (10% discount) |
| 02/28/18 | OCBC | UOL | 8.52 | 10.63 | Buy | RNAV |
| 02/28/18 | CIMB | UOL | 8.52 | 9.67 | Add | RNAV (20% discount) |
| 02/28/18 | Credit Suisse | UOL | 8.52 | 10.8 | Outperform | |
| 03/06/18 | DBS Vickers | UOL | 8.38 | 10.23 | Buy | RNAV (15% discount) |
| 03/12/18 | OCBC | UOL | 8.75 | 10.63 | Buy | |
| 03/16/18 | CIMB | UOL | 8.79 | 9.67 | Add | |
| 03/20/18 | Kim Eng | UOL | 8.69 | 10.4 | Buy | |
| 04/02/18 | CIMB | UOL | 8.55 | 9.67 | Add | RNAV (20% discount) |
| 04/03/18 | OCBC | UOL | 8.64 | 10.63 | Buy | |
| 04/03/18 | DBS Vickers | UOL | 8.64 | 10.23 | Buy | |
| 04/11/18 | Kim Eng | UOL | 8.64 | 10.4 | Buy | RNAV (10% discount) |
| 04/13/18 | Deutsche | UOL | 8.64 | 10 | Buy | |
| 05/14/18 | OCBC | UOL | 8.72 | 10.63 | Buy | |
| 05/14/18 | CIMB | UOL | 8.72 | 9.65 | Add | RNAV (20% discount) |
| 05/14/18 | Lim & Tan | UOL | 8.72 | 0 | Buy | |
| 05/15/18 | DBS Vickers | UOL | 8.61 | 10.23 | Buy | |
| 06/13/18 | DBS Vickers | UOL | 8 | 10.23 | Buy | |
| 06/13/18 | CIMB | UOL | 8 | 9.65 | Add | RNAV (20% discount) |
| 06/20/18 | Kim Eng | UOL | 7.5 | 10.85 | Buy | |
| 06/26/18 | OCBC | UOL | 7.45 | 10.63 | Buy | |
| 07/06/18 | CIMB | UOL | 7.75 | 9.65 | Add | |
| 07/06/18 | Kim Eng | UOL | 7.75 | 10.85 | Buy | |
| 07/09/18 | OCBC | UOL | 6.7 | 8.48 | Buy | RNAV (35% discount) |
| 07/09/18 | DBS Vickers | UOL | 6.7 | 7.82 | Buy | RNAV (35% discount) |
| 07/09/18 | Kim Eng | UOL | 6.7 | 8.95 | Buy | |
| 07/17/18 | Lim & Tan | UOL | 6.79 | 0 | Buy | |
| 08/06/18 | Kim Eng | UOL | 7 | 8.8 | Buy | RNAV (35% discount) |
| 08/06/18 | OCBC | UOL | 7 | 8.48 | Buy | |
| 08/06/18 | CIMB | UOL | 7 | 8.45 | Add | RNAV (30% discount) |
| 08/07/18 | DBS Vickers | UOL | 7.03 | 7.82 | Hold | RNAV (35% discount) |
UOB Kay Hian - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 11/10/17 | Lim & Tan | UOB Kay Hian | 1.385 | 0 | Buy |
UOB Bank - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/03/17 | DMG & Partners | UOB | 20.4 | 18.9 | Neutral | |
| 01/04/17 | Kim Eng | UOB | 20.41 | 18.36 | Hold | |
| 01/05/17 | Credit Suisse | UOB | 20.62 | 23.41 | Outperform | |
| 01/11/17 | DIR | UOB | 20.99 | 24 | Buy | |
| 01/16/17 | Jefferies | UOB | 21.03 | 17 | Underperform | |
| 01/16/17 | phillip | UOB | 21.03 | 18.97 | Reduce | PB0.95x FY17 |
| 01/26/17 | DMG & Partners | UOB | 20.99 | 22.9 | Buy | GGM |
| 01/26/17 | UBS | UOB | 20.99 | 18.8 | Sell | |
| 02/02/17 | Lim & Tan | UOB | 20.98 | 0 | Hold | |
| 02/03/17 | CIMB | UOB | 20.63 | 18.42 | Hold | |
| 02/06/17 | Macquarie | UOB | 20.38 | 20.5 | Neutral | |
| 02/20/17 | CIMB | UOB | 21.18 | 20.37 | Hold | GGM, PB1.02x CY17 |
| 02/20/17 | Credit Suisse | UOB | 21.18 | 24.3 | Outperform | |
| 02/20/17 | DBS Vickers | UOB | 21.18 | 22.7 | Buy | GGM, PB1.1x FY17 |
| 02/20/17 | DIR | UOB | 21.18 | 24.3 | Buy | GGM, PB1.19x |
| 02/20/17 | DMG & Partners | UOB | 21.18 | 23.9 | Buy | GGM, PB1.2x FY17 |
| 02/20/17 | Kim Eng | UOB | 21.18 | 19.54 | Hold | |
| 02/20/17 | Lim & Tan | UOB | 21.18 | 0 | Take profit | |
| 02/20/17 | OCBC | UOB | 21.18 | 20.55 | Hold | |
| 02/20/17 | phillip | UOB | 21.18 | 18.92 | Reduce | PB0.95x FY17 |
| 03/03/17 | CIMB | UOB | 21.55 | 20.37 | Hold | |
| 03/03/17 | Jefferies | UOB | 21.55 | 19 | Hold | |
| 03/06/17 | Macquarie | UOB | 21.54 | 20.55 | Neutral | |
| 03/13/17 | Credit Suisse | UOB | 21.39 | 24.3 | Outperform | |
| 03/17/17 | DBS Vickers | UOB | 21.75 | 22.7 | Buy | |
| 03/21/17 | Kim Eng | UOB | 21.86 | 19.54 | Hold | |
| 04/03/17 | Kim Eng | UOB | 22.11 | 19.54 | Hold | |
| 04/18/17 | DIR | UOB | 21.65 | 24.3 | Buy | |
| 04/25/17 | CIMB | UOB | 21.88 | 20.37 | Hold | |
| 05/02/17 | CIMB | UOB | 21.8 | 21.2 | Hold | GGM, PB1.05x CY17 |
| 05/02/17 | DBS Vickers | UOB | 21.8 | 22.7 | Buy | GGM, PB1.1x FY17 |
| 05/02/17 | DIR | UOB | 21.8 | 25 | Buy | PB1.19x |
| 05/02/17 | DMG & Partners | UOB | 21.8 | 23.9 | Buy | GGM, PB1.2x FY17 |
| 05/02/17 | OCBC | UOB | 21.8 | 21.66 | Hold | |
| 05/02/17 | phillip | UOB | 21.8 | 19.2 | Reduce | PB0.95x FY17 |
| 05/03/17 | Macquarie | UOB | 22.8 | 20.5 | Neutral | |
| 05/16/17 | Credit Suisse | UOB | 23.66 | 24.3 | Outperform | |
| 05/23/17 | Jefferies | UOB | 23.38 | 22.5 | Hold | |
| 05/25/17 | DMG & Partners | UOB | 23.46 | 25.95 | Buy | |
| 05/29/17 | Kim Eng | UOB | 23.37 | 20.8 | Hold | |
| 06/14/17 | Kim Eng | UOB | 23.63 | 20.8 | Hold | PB1.1x FY18 |
| 06/28/17 | DMG & Partners | UOB | 22.84 | 25.95 | Buy | |
| 07/03/17 | Kim Eng | UOB | 23.12 | 20.8 | Hold | |
| 07/12/17 | Credit Suisse | UOB | 23.25 | 25.6 | Outperform | |
| 07/28/17 | Lim & Tan | UOB | 24.6 | 0 | Hold | |
| 07/28/17 | UBS | UOB | 24.6 | 22.5 | Sell | |
| 07/31/17 | Macquarie | UOB | 24.05 | 21.5 | Neutral | |
| 07/31/17 | phillip | UOB | 24.05 | 20.18 | Reduce | GGM, PB1.01x FY17 |
| 07/31/17 | DIR | UOB | 24.05 | 26.4 | Outperform | GGM, PB1.23x |
| 07/31/17 | DMG & Partners | UOB | 24.05 | 26.5 | Buy | GGM, PB1.31x FY17 |
| 07/31/17 | CIMB | UOB | 24.05 | 24.28 | Hold | GGM |
| 07/31/17 | DBS Vickers | UOB | 24.05 | 24.8 | Hold | GGM, PB1.2x FY18 |
| 07/31/17 | OCBC | UOB | 24.05 | 23 | Hold | Buy @ $22 or lower |
| 08/18/17 | Macquarie | UOB | 23.6 | 21.5 | Neutral | |
| 08/22/17 | Kim Eng | UOB | 23.45 | 26.4 | Buy | GGM, PB1.1x FY18 |
| 08/23/17 | DBS Vickers | UOB | 23.59 | 24.8 | Hold | |
| 08/23/17 | Deutsche | UOB | 23.59 | 24 | Hold | |
| 08/29/17 | Credit Suisse | UOB | 23.7 | 25.6 | Outperform | |
| 09/12/17 | DMG & Partners | UOB | 23.38 | 26.5 | Buy | PB1x FY18 |
| 09/18/17 | phillip | UOB | 23.05 | 20.18 | Reduce | |
| 09/18/17 | Kim Eng | UOB | 23.05 | 26.4 | Buy | |
| 10/09/17 | DIR | UOB | 24.36 | 26.4 | Outperform | |
| 10/20/17 | phillip | UOB | 24.33 | 21.61 | Reduce | |
| 10/25/17 | phillip | UOB | 24.25 | 23.46 | Neutral | GGM, PB1.09x FY18 |
| 10/25/17 | DBS Vickers | UOB | 24.25 | 26.9 | Buy | GGM, PB1.3x FY18 |
| 11/03/17 | DMG & Partners | UOB | 24.79 | 27.5 | Buy | GGM, PB1.27x FY18 |
| 11/03/17 | Credit Suisse | UOB | 24.79 | 27.1 | Outperform | |
| 11/03/17 | UBS | UOB | 24.79 | 24 | Sell | |
| 11/06/17 | Kim Eng | UOB | 24.77 | 27.1 | Buy | PB1.2x FY18 |
| 11/06/17 | phillip | UOB | 24.77 | 25.22 | Accumulate | GGM, PB1.184x FY18 |
| 11/06/17 | CIMB | UOB | 24.77 | 25.4 | Hold | GGM FY19, PB1.18x FY18 |
| 11/06/17 | DBS Vickers | UOB | 24.77 | 27.5 | Buy | GGM, PB1.3x FY18 |
| 11/06/17 | Deutsche | UOB | 24.77 | 25.5 | Hold | |
| 11/09/17 | Macquarie | UOB | 25.21 | 24 | Neutral | |
| 11/20/17 | Credit Suisse | UOB | 25.06 | 29.3 | Outperform | |
| 12/01/17 | DMG & Partners | UOB | 26.2 | 28.88 | Buy | GGM, PB1.33x FY18 |
| 12/08/17 | phillip | UOB | 25.63 | 25.22 | Accumulate | |
| 12/08/17 | Jefferies | UOB | 25.63 | 29.5 | Buy | |
| 01/05/18 | DBS Vickers | UOB | 27.02 | 29.5 | Buy | GGM, PB1.4x FY18 |
| 01/08/18 | DMG & Partners | UOB | 26.91 | 28.88 | Buy | |
| 01/09/18 | Deutsche | UOB | 27.25 | 30.6 | Buy | |
| 01/10/18 | phillip | UOB | 27.8 | 25.22 | Accumulate | |
| 01/26/18 | OCBC | UOB | 27.98 | 30.1 | Buy | PB1.3x FY18 |
| 02/07/18 | OCBC | UOB | 26.62 | 30.1 | Buy | |
| 02/08/18 | Macquarie | UOB | 26.4 | 27.5 | Neutral | |
| 02/12/18 | phillip | UOB | 26.24 | 25.22 | Accumulate | |
| 02/15/18 | CIMB | UOB | 26.24 | 28 | Add | GGM, PB1.3x FY18, PER11.3x FY19 |
| 02/15/18 | DMG & Partners | UOB | 26.24 | 30 | Buy | GGM, PB1.35x FY18 |
| 02/15/18 | Kim Eng | UOB | 26.24 | 29.33 | Buy | PB1.3x FY18 |
| 02/15/18 | Credit Suisse | UOB | 26.24 | 31.7 | Outperform | GGM |
| 02/15/18 | Jefferies | UOB | 26.24 | 29.5 | Buy | |
| 02/15/18 | DBS Vickers | UOB | 26.24 | 30 | Buy | GGM, PB1.3x FY18 |
| 02/21/18 | phillip | UOB | 27.22 | 29 | Buy | GGM, PB1.35x |
| 02/22/18 | UBS | UOB | 27.6 | 27.5 | Neutral | |
| 02/22/18 | Jefferies | UOB | 27.6 | 33 | Buy | |
| 03/05/18 | OCBC | UOB | 27.75 | 30.86 | Buy | PB1.3x FY18 |
| 03/20/18 | Kim Eng | UOB | 28.1 | 31.08 | Buy | GGM, PB1.4x FY18 |
| 03/22/18 | Lim & Tan | UOB | 28.58 | 0 | Buy | |
| 04/04/18 | DMG & Partners | UOB | 26.96 | 30 | Buy | |
| 04/20/18 | CIMB | UOB | 29.78 | 33 | Add | GGM, PB1.5x FY18 |
| 04/27/18 | DBS Vickers | UOB | 29.39 | 33.2 | Buy | GGM, PB1.5x FY18 |
| 05/03/18 | Jefferies | UOB | 29.99 | 34 | Buy | |
| 05/03/18 | DMG & Partners | UOB | 29.99 | 33.3 | Buy | GGM, PB1.51x FY18 |
| 05/04/18 | phillip | UOB | 29.58 | 31.7 | Accumulate | GGM, PB1.5x FY18 |
| 05/04/18 | CIMB | UOB | 29.58 | 33 | Add | GGM, PB1.5x FY18 |
| 05/04/18 | Kim Eng | UOB | 29.58 | 32.88 | Buy | GGM, PB1.5x FY18 |
| 05/04/18 | DBS Vickers | UOB | 29.58 | 33.2 | Buy | GGM, PB1.5x FY18 |
| 05/09/18 | Macquarie | UOB | 29.34 | 30.5 | Outperform | |
| 06/04/18 | phillip | UOB | 28.1 | 31.7 | Accumulate | |
| 06/13/18 | OCBC | UOB | 27.86 | 31.02 | Buy | |
| 06/28/18 | DBS Vickers | UOB | 26.36 | 33.2 | Buy | |
| 07/02/18 | phillip | UOB | 26.76 | 31.7 | Accumulate | |
| 07/06/18 | DBS Vickers | UOB | 27.09 | 28.3 | Hold | GGM, PB1.3x FY18 |
| 07/16/18 | DMG & Partners | UOB | 26.55 | 33.3 | Buy | GGM, PB1.43x FY19 |
| 08/01/18 | phillip | UOB | 27.02 | 31.7 | Accumulate | |
| 08/03/18 | Macquarie | UOB | 26.7 | 32 | Outperform | |
| 08/03/18 | Lim & Tan | UOB | 26.7 | 0 | Buy | |
| 08/03/18 | DMG & Partners | UOB | 26.7 | 33.3 | Buy | GGM, PB1.42x FY19 |
| 08/06/18 | OCBC | UOB | 26.59 | 32.09 | Buy | |
| 08/06/18 | CIMB | UOB | 26.59 | 31 | Add | GGM, PB1.4x FY18 |
| 08/06/18 | DBS Vickers | UOB | 26.59 | 31.7 | Buy | GGM, PB1.4x FY19 |
| 08/07/18 | phillip | UOB | 27.13 | 34.5 | Buy | GGM, PB1.6x FY18 |
Stock calls for 20 August 2018
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 08/20/18 | phillip | CNMC | 0.23 | 0.29 | Buy | DCF |
| 08/20/18 | phillip | Golden Energy | 0.305 | 0.42 | Buy | PER10x |
| 08/20/18 | CIMB | Mermaid Maritime | 0.106 | 0.13 | Hold | |
| 08/20/18 | Kim Eng | MM2 Asia | 0.42 | 0.57 | Buy | PEG |
| 08/20/18 | CIMB | Riverstone | 1.11 | 1.3 | Add | PER16.7x FY19 |
| 08/20/18 | OCBC | Sembcorp Marine | 1.67 | 1.74 | Hold | PB1.75x FY19 |
| 08/20/18 | CIMB | Sheng Siong | 1.09 | 1.26 | Add | PER22.2x FY19 |
| 08/20/18 | DMG & Partners | Sheng Siong | 1.09 | 1.3 | Buy | DCF & PER21x |
| 08/20/18 | UOB Kay Hian | Singtel | 3.11 | 3.98 | Buy | |
| 08/20/18 | UOB Kay Hian | Starhub | 1.66 | 1.82 | Hold | DCF, Buy @ $1.64 |
| 08/20/18 | Phillip | Thai Beverage | 0.645 | 0.62 | Reduce | Sum of parts |
| 08/20/18 | DBS Vickers | Yanlord | 1.48 | 2.17 | Buy | PER5.5x FY18/19 |
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