Trump is a racist, insolent and perverted curmudgeon but he is winning votes for being a white supremacist. By keeping the anguish of his white nationalists high, he is likely to be re-elected because the majority of the white people have such core values and mindsets.
"Send her back" has become a catchphrase of his white nationalists. In fact, this racist and xenophobic propaganda has raised his support within his own party according to a recent poll.
https://www.bbc.com/news/av/world-us-canada-49034885/ilhan-omar-send-her-back-chants-at-trump-rally
If Trump is re-elected with this racist election campaign, it really reflects the mindsets and core values of the Americans. Therefore, we must take cognizance of this reality and be careful about how we deal with the Americans in the future.
Sunday, July 21, 2019
Saturday, July 20, 2019
China released spy satellite images of US airforce near Iran.
https://mil.news.sina.com.cn/china/2019-07-16/doc-ihytcerm4066453.shtml
China is helping Iran by monitoring the US airforce buildup near Iran with its own spy satellites.
China even interpreted the images for Iran and predicted the whereabouts of F35 and F22.
This will help Iran to better deploy its air defence missiles systems. We also must not forget Russia which will help Iran too.
China is helping Iran by monitoring the US airforce buildup near Iran with its own spy satellites.
China even interpreted the images for Iran and predicted the whereabouts of F35 and F22.
This will help Iran to better deploy its air defence missiles systems. We also must not forget Russia which will help Iran too.
Baltic dry index - 2170
Today, Friday, July 19 2019, the Baltic Dry Index climbed by 40 points, reaching 2170 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 stock: SembCorp Marine, Cosco & Pan ocean.
Friday, July 19, 2019
CDL Hospitality - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/02/19 | DMG & Partners | CDL Hospitality | 1.46 | 1.8 | Buy | DDM |
| 01/02/19 | CIMB | CDL Hospitality | 1.46 | 1.63 | Add | |
| 01/17/19 | Kim Eng | CDL Hospitality | 1.56 | 1.75 | Buy | |
| 01/22/19 | UOB Kay Hian | CDL Hospitality | 1.56 | 1.83 | Buy | |
| 01/31/19 | CIMB | CDL Hospitality | 1.63 | 1.64 | Add | DDM |
| 01/31/19 | Kim Eng | CDL Hospitality | 1.63 | 1.8 | Buy | DDM |
| 01/31/19 | OCBC | CDL Hospitality | 1.63 | 1.56 | Hold | |
| 01/31/19 | DBS Vickers | CDL Hospitality | 1.63 | 1.85 | Buy | DCF |
| 02/11/19 | CIMB | CDL Hospitality | 1.62 | 1.8 | Add | |
| 02/28/19 | Kim Eng | CDL Hospitality | 1.6 | 1.8 | Buy | |
| 03/13/19 | DMG & Partners | CDL Hospitality | 1.63 | 1.8 | Buy | |
| 03/26/19 | CIMB | CDL Hospitality | 1.64 | 1.8 | Add | |
| 04/04/19 | Kim Eng | CDL Hospitality | 1.65 | 1.85 | Buy | |
| 04/09/19 | DMG & Partners | CDL Hospitality | 1.67 | 1.8 | Buy | |
| 05/02/19 | DMG & Partners | CDL Hospitality | 1.6 | 1.77 | Buy | DDM |
| 05/02/19 | Kim Eng | CDL Hospitality | 1.6 | 1.8 | Buy | DDM |
| 05/02/19 | OCBC | CDL Hospitality | 1.6 | 1.54 | Hold | |
| 05/02/19 | DBS Vickers | CDL Hospitality | 1.6 | 1.85 | Buy | |
| 05/02/19 | UOB Kay Hian | CDL Hospitality | 1.6 | 1.99 | Buy | |
| 05/03/19 | CIMB | CDL Hospitality | 1.61 | 1.85 | Add | DDM |
| 06/06/19 | DMG & Partners | CDL Hospitality | 1.61 | 1.77 | Buy | |
| 06/11/19 | UOB Kay Hian | CDL Hospitality | 1.62 | 2.06 | Buy | DDM |
| 06/25/19 | Kim Eng | CDL Hospitality | 1.62 | 1.8 | Buy | |
| 07/04/19 | DMG & Partners | CDL Hospitality | 1.66 | 1.77 | Buy | |
| 07/15/19 | UOB Kay Hian | CDL Hospitality | 1.65 | 2.06 | Buy |
CapitaRetail China - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 02/04/19 | OCBC | CapitaRetail China | 1.48 | 1.42 | Hold | |
| 02/04/19 | DBS Vickers | CapitaRetail China | 1.48 | 1.65 | Buy | DCF |
| 02/15/19 | Phillip | CapitaRetail China | 1.39 | 1.66 | Accumulate | |
| 03/21/19 | Amfrasers | CapitaRetail China | 1.52 | 1.61 | Buy | DDM |
| 04/03/19 | DBS Vickers | CapitaRetail China | 1.57 | 1.65 | Buy | |
| 04/26/19 | OCBC | CapitaRetail China | 1.51 | 1.5 | Hold | |
| 06/11/19 | OCBC | CapitaRetail China | 1.56 | 1.5 | Hold | |
| 06/12/19 | OCBC | CapitaRetail China | 1.53 | 1.35 | Sell | |
| 06/12/19 | DBS Vickers | CapitaRetail China | 1.53 | 1.65 | Buy | |
| 06/12/19 | Lim & Tan | CapitaRetail China | 1.53 | 0 | Hold | |
| 06/14/19 | OCBC | CapitaRetail China | 1.5 | 1.38 | Hold | |
| 06/19/19 | Phillip | CapitaRetail China | 1.55 | 1.66 | Accumulate |
Capitamall Trust - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/22/19 | CIMB | Capitamall Trust | 2.26 | 2.29 | Hold | DDM |
| 01/23/19 | OCBC | Capitamall Trust | 2.27 | 2.12 | Hold | |
| 01/24/19 | Phillip | Capitamall Trust | 2.31 | 2.09 | Neutral | DDM, PB1.06x FY19 |
| 01/24/19 | Kim Eng | Capitamall Trust | 2.31 | 2.25 | Hold | DDM |
| 01/24/19 | OCBC | Capitamall Trust | 2.31 | 2.25 | Hold | |
| 01/24/19 | DBS Vickers | Capitamall Trust | 2.31 | 2.44 | Buy | |
| 01/28/19 | UOB Kay Hian | Capitamall Trust | 2.36 | 2.02 | Hold | Buy @ $1.84 |
| 02/15/19 | Phillip | Capitamall Trust | 2.38 | 2.09 | Neutral | |
| 02/28/19 | Kim Eng | Capitamall Trust | 2.42 | 2.25 | Hold | |
| 03/14/19 | DMG & Partners | Capitamall Trust | 2.39 | 2.2 | Neutral | DDM |
| 04/04/19 | Kim Eng | Capitamall Trust | 2.41 | 2.4 | Hold | DDM |
| 04/24/19 | OCBC | Capitamall Trust | 2.32 | 2.25 | Hold | |
| 04/25/19 | DBS Vickers | Capitamall Trust | 2.36 | 2.55 | Buy | |
| 04/25/19 | OCBC | Capitamall Trust | 2.36 | 2.32 | Hold | |
| 04/26/19 | Phillip | Capitamall Trust | 2.39 | 2.21 | Neutral | DDM |
| 04/26/19 | CIMB | Capitamall Trust | 2.39 | 2.39 | Hold | DDM |
| 05/27/19 | UOB Kay Hian | Capitamall Trust | 2.44 | 2.65 | Buy | DDM |
| 06/06/19 | OCBC | Capitamall Trust | 2.46 | 2.33 | Hold | |
| 06/19/19 | Phillip | Capitamall Trust | 2.57 | 2.21 | Neutral | |
| 06/21/19 | UOB Kay Hian | Capitamall Trust | 2.58 | 2.65 | Hold | |
| 06/25/19 | Kim Eng | Capitamall Trust | 2.6 | 2.4 | Hold | |
| 07/04/19 | DMG & Partners | Capitamall Trust | 2.71 | 2.2 | Neutral |
Stock calls for 19 July 2019
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 07/19/19 | DBS Vickers | AIMS AMP Cap Ind Reit | 1.46 | 1.5 | Buy | DCF |
| 07/19/19 | DBS Vickers | Cache Logistics | 0.78 | 0.75 | Hold | DCF |
| 07/19/19 | DMG & Partners | CapitaCommercial | 2.15 | 1.98 | Neutral | DDM |
| 07/19/19 | DBS Vickers | Hi-P | 1.43 | 1.41 | Hold | PER12x FY19 |
| 07/19/19 | DMG & Partners | Keppel Corp | 6.59 | 7.3 | Buy | Sum of parts |
| 07/19/19 | CIMB | Keppel Corp | 6.59 | 8.41 | Add | |
| 07/19/19 | UOB Kay Hian | Keppel Corp | 6.59 | 7.61 | Buy | |
| 07/19/19 | Lim & Tan | Keppel Corp | 6.59 | 0 | Hold | |
| 07/19/19 | DBS Vickers | Mapletree Commercial | 2.07 | 2.25 | Buy | DCF |
| 07/19/19 | DBS Vickers | Mapletree Logistics | 1.61 | 1.85 | Buy | |
| 07/19/19 | DBS Vickers | Mapletree North Asia | 1.45 | 1.65 | Buy | DCF |
| 07/19/19 | DBS Vickers | MM2 Asia | 0.23 | 0.34 | Buy | PER16x FY20 |
| 07/19/19 | UOB Kay Hian | SATS | 5.32 | 4.8 | Sell | |
| 07/19/19 | DBS Vickers | SATS | 5.32 | 5 | Hold | DCF |
| 07/19/19 | CIMB | SATS | 5.32 | 5.4 | Hold | PER21.9x CY20 |
| 07/19/19 | UOB Kay Hian | Soilbuild Reit | 0.615 | 0.6 | Hold | |
| 07/19/19 | DBS Vickers | Soilbuild Reit | 0.615 | 0.63 | Hold | DCF |
China has started to sell US treasuries. - Part 5
https://www.scmp.com/business/companies/article/3018924/chinas-may-holdings-us-treasuries-dip-third-straight-month-two
China sold US treasuries in May 2019 again.
We've explained the selloff in our post below.
http://sg-stock.blogspot.com/2019/06/china-has-started-to-sell-us-treasuries.html
China sold US treasuries in May 2019 again.
We've explained the selloff in our post below.
http://sg-stock.blogspot.com/2019/06/china-has-started-to-sell-us-treasuries.html
Thursday, July 18, 2019
Capitaland - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/02/19 | DMG & Partners | Capitaland | 3.11 | 4 | Buy | |
| 01/03/19 | OCBC | Capitaland | 3.07 | 3.96 | Buy | RNAV (20% discount) |
| 01/07/19 | CIMB | Capitaland | 3.06 | 3.55 | Add | RNAV (35% discount) |
| 01/15/19 | DBS Vickers | Capitaland | 3.27 | 3.62 | Buy | |
| 01/15/19 | Phillip | Capitaland | 3.27 | 4 | Accumulate | RNAV (20% discount), PB0.75x FY18 |
| 02/20/19 | Lim & Tan | Capitaland | 3.39 | 0 | Buy | |
| 02/21/19 | OCBC | Capitaland | 3.43 | 3.98 | Buy | RNAV |
| 02/21/19 | Phillip | Capitaland | 3.43 | 4 | Accumulate | PB0.75x FY19 |
| 02/21/19 | CIMB | Capitaland | 3.43 | 3.56 | Add | RNAV (35% discount) |
| 02/21/19 | DBS Vickers | Capitaland | 3.43 | 3.62 | Buy | |
| 03/18/19 | OCBC | Capitaland | 3.44 | 3.98 | Buy | |
| 03/21/19 | Lim & Tan | Capitaland | 3.47 | 0 | Buy | |
| 03/26/19 | CIMB | Capitaland | 3.44 | 3.56 | Add | |
| 04/01/19 | UOB Kay Hian | Capitaland | 3.65 | 4.4 | Buy | |
| 04/02/19 | Macquarie | Capitaland | 3.69 | 3.9 | Outperform | RNAV (30% discount) |
| 04/02/19 | OCBC | Capitaland | 3.69 | 3.98 | Buy | |
| 05/02/19 | Phillip | Capitaland | 3.53 | 4 | Accumulate | RNAV (20% discount) |
| 05/02/19 | Lim & Tan | Capitaland | 3.53 | 0 | Hold | |
| 05/03/19 | OCBC | Capitaland | 3.54 | 4.04 | Buy | |
| 05/03/19 | CIMB | Capitaland | 3.54 | 3.56 | Add | |
| 05/27/19 | DBS Vickers | Capitaland | 3.28 | 4 | Buy | RNAV (25% discount) |
| 06/12/19 | DBS Vickers | Capitaland | 3.41 | 4 | Buy | |
| 06/18/19 | Macquarie | Capitaland | 3.42 | 4.1 | Outperform | RNAV (25% discount) |
| 07/05/19 | DBS Vickers | Capitaland | 3.69 | 4 | Buy | |
| 07/15/19 | Phillip | Capitaland | 3.69 | 4 | Accumulate | |
| 07/15/19 | CIMB | Capitaland | 3.69 | 4.15 | Add | RNAV (35% discount) |
| 07/15/19 | OCBC | Capitaland | 3.69 | 4.04 | Buy |
CapitaCommercial - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/04/19 | Phillip | CapitaCommercial | 1.75 | 1.9 | Accumulate | |
| 01/14/19 | UOB Kay Hian | CapitaCommercial | 1.82 | 2.11 | Buy | DDM |
| 01/24/19 | OCBC | CapitaCommercial | 1.83 | 1.68 | Hold | |
| 01/25/19 | UOB Kay Hian | CapitaCommercial | 1.85 | 2.16 | Buy | DDM |
| 01/25/19 | DMG & Partners | CapitaCommercial | 1.85 | 1.86 | Neutral | DDM |
| 01/25/19 | DBS Vickers | CapitaCommercial | 1.85 | 2 | Buy | DCF |
| 01/25/19 | Lim & Tan | CapitaCommercial | 1.85 | 0 | Hold | |
| 01/28/19 | OCBC | CapitaCommercial | 1.9 | 1.83 | Hold | |
| 01/28/19 | CIMB | CapitaCommercial | 1.9 | 1.94 | Add | |
| 02/15/19 | Phillip | CapitaCommercial | 1.86 | 1.93 | Accumulate | |
| 03/18/19 | DMG & Partners | CapitaCommercial | 1.98 | 1.86 | Neutral | |
| 03/26/19 | UOB Kay Hian | CapitaCommercial | 1.92 | 2.16 | Buy | |
| 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 | |
| 05/13/19 | UOB Kay Hian | CapitaCommercial | 1.9 | 2.16 | Buy | |
| 05/17/19 | DBS Vickers | CapitaCommercial | 1.93 | 2.1 | Buy | DCF, PB1.15x |
| 05/30/19 | UOB Kay Hian | CapitaCommercial | 1.95 | 2.16 | Buy | |
| 06/13/19 | UOB Kay Hian | CapitaCommercial | 2.05 | 2.16 | Buy | |
| 06/19/19 | Phillip | CapitaCommercial | 2.11 | 1.93 | Neutral | |
| 06/24/19 | OCBC | CapitaCommercial | 2.14 | 1.88 | Sell | |
| 07/04/19 | DMG & Partners | CapitaCommercial | 2.23 | 1.86 | Neutral | |
| 07/17/19 | OCBC | CapitaCommercial | 2.18 | 1.88 | Sell | |
| 07/17/19 | Lim & Tan | CapitaCommercial | 2.18 | 0 | Hold | |
| 07/18/19 | UOB Kay Hian | CapitaCommercial | 2.17 | 2.17 | Hold | DDM, Buy @ $1.98 |
| 07/18/19 | DBS Vickers | CapitaCommercial | 2.17 | 2.4 | Buy | DCF |
| 07/18/19 | Kim Eng | CapitaCommercial | 2.17 | 1.8 | Hold | |
| 07/18/19 | OCBC | CapitaCommercial | 2.17 | 1.92 | Sell | |
| 07/18/19 | CIMB | CapitaCommercial | 2.17 | 2.25 | Add |
Cache Logistics - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/28/19 | phillip | Cache Logistics | 0.75 | 0.75 | Neutral | DDM, PB1.14x FY19 |
| 01/28/19 | DBS Vickers | Cache Logistics | 0.75 | 0.75 | Hold | DCF |
| 01/28/19 | OCBC | Cache Logistics | 0.75 | 0.76 | Hold | |
| 01/28/19 | DMG & Partners | Cache Logistics | 0.75 | 0.81 | Buy | DDM |
| 01/28/19 | CIMB | Cache Logistics | 0.75 | 0.74 | Hold | |
| 01/28/19 | Kim Eng | Cache Logistics | 0.75 | 0.85 | Buy | |
| 02/15/19 | phillip | Cache Logistics | 0.71 | 0.75 | Neutral | |
| 03/18/19 | DMG & Partners | Cache Logistics | 0.72 | 0.81 | Buy | |
| 04/18/19 | OCBC | Cache Logistics | 0.72 | 0.7 | Hold | |
| 04/26/19 | OCBC | Cache Logistics | 0.745 | 0.74 | Hold | |
| 04/26/19 | Kim Eng | Cache Logistics | 0.745 | 0.88 | Buy | |
| 04/26/19 | DBS Vickers | Cache Logistics | 0.745 | 0.75 | Hold | DCF |
| 04/26/19 | CIMB | Cache Logistics | 0.745 | 0.74 | Hold | |
| 06/17/19 | DMG & Partners | Cache Logistics | 0.77 | 0.83 | Buy | DDM |
| 06/19/19 | phillip | Cache Logistics | 0.79 | 0.75 | Neutral | |
| 07/04/19 | DMG & Partners | Cache Logistics | 0.785 | 0.83 | Buy |
Stock calls for 18 July 2019
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 07/18/19 | CIMB | AEM | 1.04 | 1.23 | Add | PER10x FY20 |
| 07/18/19 | UOB Kay Hian | CapitaCommercial | 2.17 | 2.17 | Hold | DDM, Buy @ $1.98 |
| 07/18/19 | DBS Vickers | CapitaCommercial | 2.17 | 2.4 | Buy | DCF |
| 07/18/19 | Kim Eng | CapitaCommercial | 2.17 | 1.8 | Hold | |
| 07/18/19 | OCBC | CapitaCommercial | 2.17 | 1.92 | Sell | |
| 07/18/19 | CIMB | CapitaCommercial | 2.17 | 2.25 | Add | |
| 07/18/19 | Phillip | Keppel DC Reit | 1.73 | 1.71 | Hold | DDM |
| 07/18/19 | CIMB | Keppel DC Reit | 1.73 | 1.67 | Hold | DDM |
| 07/18/19 | DBS Vickers | Keppel KBS | 0.82 | 0.9 | Buy | |
| 07/18/19 | Lim & Tan | Soilbuild Reit | 0.61 | 0 | Hold | |
| 07/18/19 | DBS Vickers | Yangzijiang | 1.5 | 1.82 | Buy |
A banking crisis is developing in Vietnam.
The US-China trade war is causing a banking crisis to develop in Vietnam. Why?
In order to avoid the US-China trade tariffs, many businesses are shifting their manufacturing and production factories to Vietnam. This relocation phenomenon has caused the ire of the US and Trump has imposed 456% on Vietnam's steels re-exports. Trump looks ready to impose more tariffs against Vietnam for other goods.
As Vietnam has a very lax bank lending regulation, many foreign businesses borrow from local banks to build factories and ramp up their productions. If the made-in-Vietnam products are taxed with additional tariffs by the US, Vietnam's exports will drop drastically and this will impact the banking industry in Vietnam because the non-performing loans will increase tremendously.
Vietnam, with just a population of 97m, won't be able to fight the trade war against the US and has to compromise to buy more US goods to avoid the additional tariffs.
In order to avoid the US-China trade tariffs, many businesses are shifting their manufacturing and production factories to Vietnam. This relocation phenomenon has caused the ire of the US and Trump has imposed 456% on Vietnam's steels re-exports. Trump looks ready to impose more tariffs against Vietnam for other goods.
As Vietnam has a very lax bank lending regulation, many foreign businesses borrow from local banks to build factories and ramp up their productions. If the made-in-Vietnam products are taxed with additional tariffs by the US, Vietnam's exports will drop drastically and this will impact the banking industry in Vietnam because the non-performing loans will increase tremendously.
Vietnam, with just a population of 97m, won't be able to fight the trade war against the US and has to compromise to buy more US goods to avoid the additional tariffs.
A possible bank run at Deutsche Bank?
Deutsche Bank has a simmering bank run situation now. Why?
Although Deutsche Bank is an investment bank and not a retail bank, it is facing a simmering cash flow problem because many hedge fund managers are withdrawing their funds from Deutsche Bank. The hedge fund managers are afraid that they won't be able to withdraw their funds if they don't act fast as they've heard of the massive withdrawal problem at Deutsche Bank. The hedge fund managers know that Deutsche Bank is not doing well now and has to retrench 18,000 employees.
Deutsche Bank is a bank that is too big to fail because it will affect the global banking system and is much bigger than Lehman Brothers.
Although Deutsche Bank is an investment bank and not a retail bank, it is facing a simmering cash flow problem because many hedge fund managers are withdrawing their funds from Deutsche Bank. The hedge fund managers are afraid that they won't be able to withdraw their funds if they don't act fast as they've heard of the massive withdrawal problem at Deutsche Bank. The hedge fund managers know that Deutsche Bank is not doing well now and has to retrench 18,000 employees.
Deutsche Bank is a bank that is too big to fail because it will affect the global banking system and is much bigger than Lehman Brothers.
Wednesday, July 17, 2019
Bumitama - Stock calls
| 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 | |
| 05/15/19 | UOB Kay Hian | Bumitama | 0.69 | 0.81 | Buy | |
| 05/15/19 | DBS Vickers | Bumitama | 0.69 | 0.8 | Buy | DCF, PER18x FY19 |
| 05/17/19 | DMG & Partners | Bumitama | 0.7 | 0.62 | Neutral | |
| 05/24/19 | UOB Kay Hian | Bumitama | 0.69 | 0.81 | Hold | |
| 06/06/19 | DMG & Partners | Bumitama | 0.665 | 0.62 | Neutral | |
| 06/27/19 | UOB Kay Hian | Bumitama | 0.615 | 0.81 | Buy | |
| 07/02/19 | Kim Eng | Bumitama | 0.63 | 1.01 | Buy | |
| 07/16/19 | DBS Vickers | Bumitama | 0.605 | 0.75 | Buy | DCF |
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
|
|
|
05/07/19
|
DBS Vickers
|
Breadtalk
|
0.835
|
0.92
|
Hold
|
|
|
05/08/19
|
DMG & Partners
|
Breadtalk
|
0.825
|
0.81
|
Neutral
|
Sum of parts
|
|
07/02/19
|
DMG & Partners
|
Breadtalk
|
0.75
|
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 |
Stock calls for 17 July 2019
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 07/17/19 | OCBC | CapitaCommercial | 2.18 | 1.88 | Sell | |
| 07/17/19 | Lim & Tan | CapitaCommercial | 2.18 | 0 | Hold | |
| 07/17/19 | OCBC | Keppel DC Reit | 1.71 | 1.93 | Buy | |
| 07/17/19 | DBS Vickers | Keppel DC Reit | 1.71 | 1.9 | Buy | DCF |
| 07/17/19 | Kim Eng | Netlink | 0.885 | 0.94 | Buy | |
| 07/17/19 | Amfrasers | Soilbuild Reit | 0.615 | 0.609 | Neutral | DDM |
| 07/17/19 | DBS Vickers | SPH Reit | 1.11 | 1.2 | Buy | DCF |
| 07/17/19 | UOB Kay Hian | Starhub | 1.54 | 1.45 | Sell | DCF |
| 07/17/19 | OCBC | Wilmar | 3.83 | 4.26 | Buy | Sum of parts |
Korea-Japan trade war has just begun! - Part 2
https://sg.finance.yahoo.com/news/south-korea-says-unveil-plans-234039827.html
As expected, the US has sent a senior diplomat to be a mediator between Japan and South Korea.
The US will NEVER let this KR-JP trade war destroy its strategic alliance in the South China Sea. The US needs Japan and South Korea to work together to contain China. Therefore, the US will exert political pressures on both countries to resolve their issues.
https://sg-stock.blogspot.com/2019/07/korea-japan-trade-war-has-just-begun.html
As expected, the US has sent a senior diplomat to be a mediator between Japan and South Korea.
The US will NEVER let this KR-JP trade war destroy its strategic alliance in the South China Sea. The US needs Japan and South Korea to work together to contain China. Therefore, the US will exert political pressures on both countries to resolve their issues.
https://sg-stock.blogspot.com/2019/07/korea-japan-trade-war-has-just-begun.html
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