| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/03/19 | UOB Kay Hian | Bumitama | 0.67 | 0.81 | Buy | |
| 02/12/19 | UOB Kay Hian | Bumitama | 0.685 | 0.81 | Buy | PER11x FY19 |
| 02/21/19 | Kim Eng | Bumitama | 0.69 | 0.96 | Buy | |
| 02/26/19 | DMG & Partners | Bumitama | 0.67 | 0.67 | Neutral | PER11x FY19 |
| 02/27/19 | Kim Eng | Bumitama | 0.675 | 0.97 | Buy | PER13x FY19 |
| 02/28/19 | DBS Vickers | Bumitama | 0.665 | 0.85 | Buy | DCF, PER13.9x FY19 |
| 04/08/19 | UOB Kay Hian | Bumitama | 0.725 | 0.81 | Buy |
Wednesday, April 24, 2019
Bumitama - Stock calls
Stock calls for 24 April 2019
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 04/24/19 | OCBC | Capitamall Trust | 2.32 | 2.25 | Hold | |
| 04/24/19 | Lim & Tan | Frasers Centrepoint Trust | 2.36 | 0 | Buy | |
| 04/24/19 | DMG & Partners | Frasers Commercial Trust | 1.49 | 1.5 | Neutral | DDM |
| 04/24/19 | OCBC | Frasers Commercial Trust | 1.49 | 1.58 | Buy | |
| 04/24/19 | CIMB | Frasers Commercial Trust | 1.49 | 1.5 | Hold | DDM |
| 04/24/19 | UOB Kay Hian | Keppel Reit | 1.21 | 1.37 | Buy | DDM |
| 04/24/19 | DBS Vickers | Keppel Reit | 1.21 | 1.4 | Buy | DCF |
| 04/24/19 | OCBC | Mapletree Commercial | 1.84 | 1.85 | Hold | |
| 04/24/19 | UOB Kay Hian | OCBC | 11.83 | 14.12 | Buy | GGM |
| 04/24/19 | DBS Vickers | Perennial Reit | 0.65 | 0.83 | Buy | RNAV (55% discount) |
| 04/24/19 | OCBC | Suntec Reit | 1.86 | 1.84 | Hold | |
| 04/24/19 | DMG & Partners | UOB | 26.99 | 30.8 | Buy | PB1.29x FY20 |
Bonitas Research: Best World is a fraud!
https://www.bonitasresearch.com/company/best_world/
Bonitas Research has just issued a fraud report on Best World citing its Chinese sales are fudged.
The share price is tumbling right now.
Bonitas Research has just issued a fraud report on Best World citing its Chinese sales are fudged.
The share price is tumbling right now.
Tuesday, April 23, 2019
Breadtalk - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 02/21/19 | DBS Vickers | Breadtalk | 0.88 | 0.92 | Hold | Sum of parts |
| 02/21/19 | DMG & Partners | Breadtalk | 0.88 | 0.81 | Neutral | Sum of parts |
| 04/05/19 | DMG & Partners | Breadtalk | 0.87 | 0.81 | Neutral |
Biolidics - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 03/27/19 | CIMB | Biolidics | 0.27 | 0.32 | Add | EV/Sales 12x |
Best World - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 02/28/19 | DMG & Partners | Best World | 2.56 | 2.95 | Buy | DCF & PER18x |
| 02/28/19 | CIMB | Best World | 2.56 | 2.43 | Reduce | PER14.9x CY20 |
| 04/05/19 | DMG & Partners | Best World | 2.02 | 2.95 | Buy | |
| 04/16/19 | CLSA | Best World | 1.77 | 1.75 | Sell | Up from $1.29 |
Stock calls for 23 April 2019
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 04/23/19 | Kim Eng | OCBC | 11.78 | 10.73 | Hold | |
| 04/23/19 | UOB Kay Hian | Overseas Edu | 0.33 | 0.46 | Buy | EV/Ebitda10.4x |
Monday, April 22, 2019
Banyan Tree - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 03/11/19 | phillip | Banyan Tree | 0.57 | 0.76 | Accumulate | Sum of parts, PB0.72x FY19 |
Avi-Tech - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/07/19 | DMG & Partners | Avi-Tech | 0.3 | 0.34 | Neutral | |
| 02/14/19 | DMG & Partners | Avi-Tech | 0.29 | 0.3 | Neutral | DCF |
| 03/19/19 | DMG & Partners | Avi-Tech | 0.29 | 0.3 | Neutral |
Ascendas India Trust - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/25/19 | Jefferies | Ascendas India Trust | 1.08 | 1.2 | Buy | |
| 01/28/19 | DBS Vickers | Ascendas India Trust | 1.08 | 1.25 | Buy | DDM |
| 02/08/19 | DBS Vickers | Ascendas India Trust | 1.13 | 1.25 | Buy |
Stock calls for 22 April 2019
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 04/22/19 | Phillip | CapitaCommercial | 1.93 | 1.93 | Neutral | DDM, PB1.05x |
| 04/22/19 | DMG & Partners | CapitaCommercial | 1.93 | 1.86 | Neutral | DDM |
| 04/22/19 | OCBC | CapitaCommercial | 1.93 | 1.88 | Hold | |
| 04/22/19 | CIMB | CapitaCommercial | 1.93 | 2.03 | Add | DDM |
| 04/22/19 | UOB Kay Hian | CapitaCommercial | 1.93 | 2.16 | Buy | |
| 04/22/19 | DBS Vickers | CapitaCommercial | 1.93 | 2.1 | Buy | DCF |
| 04/22/19 | Lim & Tan | CapitaCommercial | 1.93 | 0 | Hold | |
| 04/22/19 | UOB Kay Hian | DBS | 27.4 | 30.3 | Buy | GGM |
| 04/22/19 | UOB Kay Hian | First Resources | 1.85 | 1.85 | Hold | |
| 04/22/19 | UOB Kay Hian | Golden Agri | 0.295 | 0.21 | Sell | |
| 04/22/19 | OCBC | Keppel Corp | 6.74 | 7.83 | Buy | |
| 04/22/19 | Lim & Tan | Keppel Corp | 6.74 | 0 | Hold | |
| 04/22/19 | DMG & Partners | OCBC | 11.77 | 12.2 | Neutral | PB1.12x FY20, Up from $10.96 |
| 04/22/19 | OCBC | Soilbuild Reit | 0.63 | 0.62 | Hold | |
| 04/22/19 | DBS Vickers | Soilbuild Reit | 0.63 | 0.63 | Hold | DCF |
US will not give exemptions to small nations for importing Iran's oil.
https://sg.finance.yahoo.com/news/ap-sources-us-sanction-nations-041412403.html
The US is bullying the small nations by imposing its internal laws on external small countries. Look like the US is adamant to create inflation in the 2nd half of 2019. The oil price has reacted instantaneously and transportation (sea, land & air) costs will follow suit.
http://sg-stock.blogspot.com/2019/04/global-inflation-or-deflation-part-3.html
The US is bullying the small nations by imposing its internal laws on external small countries. Look like the US is adamant to create inflation in the 2nd half of 2019. The oil price has reacted instantaneously and transportation (sea, land & air) costs will follow suit.
http://sg-stock.blogspot.com/2019/04/global-inflation-or-deflation-part-3.html
Saturday, April 20, 2019
Baltic dry index - 790
Today, Thursday, April 18 2019, the Baltic Dry Index climbed by 23 points, reaching 790 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 - 1012
US Rig Count is down 10 rigs from last week to 1,012, with oil rigs down 8 to 825, gas rigs down 2 to 187, and miscellaneous rigs unchanged at 0.
US Rig Count is down 1 rig from last year’s count of 1,013, with oil rigs up 5, gas rigs down 5, and miscellaneous rigs down 1.
The US Offshore Rig Count is unchanged at 23 and up 5 rigs year-over-year.
Canada Rig Count unchanged from last week at 66, with oil rigs up 1 to 19 and gas rigs down 1 to 47.
Canada Rig Count is down 27 rigs from last year’s count of 93, with oil rigs down 19 and gas rigs down 8.
=======================
Related stocks: Keppel Corp, Sembcorp Marine & Cosco.
Friday, April 19, 2019
The US economy has hit a soft patch.
https://finance.yahoo.com/news/column-u-economy-hits-soft-010000733.html
The US manufacturing and freight data have corroborated the previous PMI data that the US economy is slowing down.
We did a comprehensive analysis of the US PMI data below. The March headline PMI number was up but the sub-indexes were telling us otherwise.
https://sg-stock.blogspot.com/2019/04/the-us-economy-has-flipped-and-fissures.html
The US manufacturing and freight data have corroborated the previous PMI data that the US economy is slowing down.
We did a comprehensive analysis of the US PMI data below. The March headline PMI number was up but the sub-indexes were telling us otherwise.
https://sg-stock.blogspot.com/2019/04/the-us-economy-has-flipped-and-fissures.html
Thursday, April 18, 2019
Ascendas Hospitality Trust - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/30/19 | DBS Vickers | Ascendas Hospitality Trust | 0.835 | 0.98 | Buy | DCF |
ART - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/10/19 | OCBC | ART | 1.1 | 1.18 | Buy | |
| 01/10/19 | CIMB | ART | 1.1 | 1.13 | Hold | DDM |
| 01/11/19 | DBS Vickers | ART | 1.11 | 1.25 | Buy | |
| 01/30/19 | OCBC | ART | 1.19 | 1.25 | Buy | |
| 01/30/19 | DBS Vickers | ART | 1.19 | 1.35 | Buy | DCF |
| 03/05/19 | OCBC | ART | 1.14 | 1.25 | Buy | |
| 03/29/19 | Lim & Tan | ART | 1.18 | 0 | Hold | BV |
| 04/09/19 | Phillip | ART | 1.18 | 1.36 | Buy | DDM, PB0.94x FY19 |
| 04/12/19 | UOB Kay Hian | ART | 1.2 | 1.46 | Buy | DDM |
| 04/15/19 | OCBC | ART | 1.2 | 1.25 | Hold |
APTV - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 03/01/19 | Phillip | APTV | 0.13 | 0.14 | Accumulate |
Stock calls for 18 April 2019
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 04/18/19 | OCBC | Cache Logistics | 0.72 | 0.7 | Hold | |
| 04/18/19 | Phillip | Keppel DC Reit | 1.49 | 1.59 | Accumulate | DDM, PB1.37x FY19 |
| 04/18/19 | DMG & Partners | Keppel Reit | 1.24 | 1.12 | Neutral | DDM |
| 04/18/19 | DBS Vickers | Keppel Reit | 1.24 | 1.38 | Buy | DCF |
| 04/18/19 | Lim & Tan | Keppel Reit | 1.24 | 0 | Hold | |
| 04/18/19 | OCBC | Mapletree Logistics | 1.44 | 1.45 | Hold | |
| 04/18/19 | UOB Kay Hian | SPH | 2.46 | 2.86 | Buy | Sum of parts |
| 04/18/19 | OCBC | SPH | 2.46 | 2.55 | Hold | |
| 04/18/19 | phillip | UOB | 26.87 | 32.02 | Buy | GGM |
Wednesday, April 17, 2019
APAC Realty - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 02/12/19 | DMG & Partners | APAC Realty | 0.5 | 0.72 | Buy | |
| 02/12/19 | DBS Vickers | APAC Realty | 0.5 | 0.56 | Hold | |
| 03/01/19 | DMG & Partners | APAC Realty | 0.57 | 0.72 | Buy | DCF |
| 03/01/19 | DBS Vickers | APAC Realty | 0.57 | 0.7 | Buy | PER12x |
| 04/04/19 | DMG & Partners | APAC Realty | 0.615 | 0.72 | Buy | RNAV |
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