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Friday, November 15, 2019

HK rioters can kill ordinary citizen but police cannot kill any rioter.

https://www.channelnewsasia.com/news/asia/hong-kong-protests-elderly-man-injured-by-brick-dies-12095948

The HK rioters are insane now.  They're attacking ordinary residents to the extent that they're not afraid to kill anybody.

The aftermath of Mapletree NAC's mall in HK.

Please take a look at the extensive damage of Mapletree NAC's mall.

Is this a protest for democracy or destruction?

How did UK deal with riots in HK in 1967?

https://en.wikipedia.org/wiki/Hong_Kong_1967_leftist_riots

The current HK riot is not the first in HK history.  There was a leftist riot in HK in 1967 under the UK ruling.

In 1967, HK had about 3m population and 51 people were killed and close to 5,000 people were arrested.

In 2019, HK has about 7.5m population.  If the HK police were not restrained under China ruling, more people would have to die and more would be arrested.  If HK was still under the UK ruling, at least 100 people would die and 10,000 people would be arrested.

Therefore, Hongkongers should be thankful that they're under China's ruling now.

The HK riots rationalize the Tiananmen incident.

The violent riots and protests in HK have changed the mindsets of Chinese in China.  What the Chinese had seen in HK recently had reinforced their belief that the communist party had done the right thing for the Tiananmen incident because they would suffer hardships and couldn't walk safely on the street if there was no violent crackdown by the communist party.

When the government and police are weak, the rioters and protestors will rule the streets and ordinary citizens cannot live a peaceful and orderly life.  The ordinary citizens have lost their freedom to go out for fear of being beaten up and burnt, and they cannot go to work to support their livelihoods.

The tourism industry is severely disrupted and affected by such violent acts.

https://www3.nhk.or.jp/nhkworld/en/news/20191112_06/

Once again, I would like to urge Singaporeans to be very careful in HK because we're being specifically targeted.


Thursday, November 14, 2019

Singaporeans, please be very careful in HK!

https://sg.news.yahoo.com/dbs-branch-in-hong-kong-vandalised-with-vulgar-messages-directed-at-pm-lee-pap-091705028.html

HK DBS was targeted and PM Lee and PAP were named as the cause.

Singaporeans have to be extremely careful in HK since we'll be specifically targeted because of PM Lee and PAP.

Jadason - Stock calls

Date Analyst Company Last Target Call Valuation
01/02/19 CIMB Jadason 0.02 0.066 Add
05/13/19 CIMB Jadason 0.038 0.059 Add PB1x CY19

ISOTeam - Stock calls

Date Analyst Company Last Target Call Valuation
02/18/19 DMG & Partners ISOTeam 0.22 0.23 Neutral DCF
05/15/19 DMG & Partners ISOTeam 0.22 0.29 Buy DCF
06/06/19 DMG & Partners ISOTeam 0.23 0.29 Buy
07/11/19 UOB Kay Hian ISOTeam 0.245 0.3 Buy PER12.4x FY20
07/25/19 DMG & Partners ISOTeam 0.245 0.31 Buy DCF
07/25/19 UOB Kay Hian ISOTeam 0.245 0.34 Buy PER12.4x FY20
08/29/19 UOB Kay Hian ISOTeam 0.23 0.34 Buy
08/29/19 DMG & Partners ISOTeam 0.23 0.31 Buy DCF
09/23/19 UOB Kay Hian ISOTeam 0.225 0.34 Buy
09/25/19 DMG & Partners ISOTeam 0.235 0.31 Buy DCF
10/15/19 DMG & Partners ISOTeam 0.225 0.31 Buy

ISDN - Stock calls

Date Analyst Company Last Target Call Valuation
05/23/19 CIMB ISDN 0.215 0.32 Add PER10x CY20
07/01/19 CIMB ISDN 0.235 0.32 Add
08/19/19 CIMB ISDN 0.192 0.27 Add

Stock calls for 14 November 2019

Date Analyst Company Last Target Call Valuation
11/14/19 CIMB APAC Realty 0.515 0.66 Add DCF
11/14/19 DMG & Partners APAC Realty 0.515 0.6 Buy DCF
11/14/19 DBS Vickers APAC Realty 0.515 0.46 Hold PER12x FY20
11/14/19 DMG & Partners Centurion 0.42 0.43 Neutral DCF
11/14/19 DBS Vickers Centurion 0.42 0.52 Buy DCF
11/14/19 DMG & Partners City Developments 10.47 10.5 Neutral RNAV (40% discount)
11/14/19 Kim Eng Comfortdelgro 2.38 2.7 Buy DCF
11/14/19 DMG & Partners Comfortdelgro 2.38 2.38 Neutral DCF
11/14/19 UOB Kay Hian Comfortdelgro 2.38 2.27 Hold Buy @ $2
11/14/19 DBS Vickers Comfortdelgro 2.38 2.48 Hold Sum of parts, PER17.8x FY20
11/14/19 CIMB Comfortdelgro 2.38 2.28 Hold DCF
11/14/19 DBS Vickers Delfi 0.96 1.51 Buy PER23.1x FY20
11/14/19 DMG & Partners Fu Yu 0.225 0.24 Buy DCF
11/14/19 Lim & Tan Fu Yu 0.225 0 Buy
11/14/19 DMG & Partners Golden Agri 0.265 0.25 Neutral Sum of parts
11/14/19 Amfrasers IFS Capital 0.225 0.3 Outperform PB0.6x FY20
11/14/19 DMG & Partners Oxley 0.345 0.43 Buy RNAV (45% discount)
11/14/19 DBS Vickers SATS 4.99 5.06 Hold DCF & PER22x FY21
11/14/19 DMG & Partners Sembcorp Marine 1.29 1.6 Buy PB1.47x FY20
11/14/19 UOB Kay Hian Sembcorp Marine 1.29 1.17 Sell
11/14/19 CIMB Sembcorp Marine 1.29 1.26 Hold PB1.2x CY21
11/14/19 DMG & Partners Valuetronics 0.725 0.81 Buy DCF
11/14/19 Kim Eng Valuetronics 0.725 0.98 Buy PB2x FY20
11/14/19 UOB Kay Hian Valuetronics 0.725 0.91 Buy PER12x
11/14/19 DBS Vickers Wilmar 3.96 4.35 Buy Sum of parts, PER16.3x FY20

Wednesday, November 13, 2019

Mapletree NAC trust's mall was wrecked by rioters in HK.

https://sg.news.yahoo.com/hong-kong-protesters-trash-mapletree-mall-christmas-tree-051541117.html

Mapletree has to renovate this mall but the rioters will come back to wreck it again.

This renovation decision is a difficult one because the rioters will come back again.  Big headache!

Interra Resources - Stock calls

Date Analyst Company Last Target Call Valuation
10/10/19 SAC Advisors Interra Resources 0.026 0.089 Buy EV/IP reserves 6.4x

Innotek - Stock calls

Date Analyst Company Last Target Call Valuation
08/14/19 Lim & Tan Innotek 0.5 0 Buy on weakness

Indofood Agri - Stock calls

Date Analyst Company Last Target Call Valuation
03/01/19 DBS Vickers Indofood Agri 0.2 0.19 Hold DCF
04/12/19 DBS Vickers Indofood Agri 0.28 0.19 Accept offer offer price $0.28
05/02/19 DBS Vickers Indofood Agri 0.28 0.19 Accept offer offer price $0.28
07/16/19 DBS Vickers Indofood Agri 0.325 0.33 Hold
08/05/19 DBS Vickers Indofood Agri 0.32 0.29 Hold DCF

Stock calls for 13 November 2019

Date Analyst Company Last Target Call Valuation
11/13/19 DBS Vickers Bumitama 0.62 0.72 Buy DCF
11/13/19 Kim Eng Bumitama 0.62 0.8 Buy
11/13/19 UOB Kay Hian City Developments 10.67 12 Buy
11/13/19 DMG & Partners Delfi 0.955 1.68 Buy DCF
11/13/19 Kim Eng First Resources 1.78 1.86 Hold PER18x FY20
11/13/19 UOB Kay Hian First Resources 1.78 1.85 Buy
11/13/19 DBS Vickers First Resources 1.78 1.95 Buy DCF
11/13/19 UOB Kay Hian SATS 5.09 5.3 Buy
11/13/19 OCBC Sembcorp Marine 1.34 1.24 Sell
11/13/19 DMG & Partners Singapore Medical 0.325 0.36 Neutral DCF
11/13/19 DBS Vickers UMS 0.81 1 Buy PER13x FY20
11/13/19 OCBC UOL 7.91 9.25 Buy
11/13/19 Lim & Tan UOL 7.91 0 Buy on weakness
11/13/19 DMG & Partners Wilmar 3.85 4.75 Buy Sum of parts

The French police beat up Catalan protestors.

https://www.washingtonpost.com/world/europe/french-police-clear-protesters-at-spanish-border-crossing/2019/11/12/ae1d91d2-052f-11ea-9118-25d6bd37dfb1_story.html

French supported the HK protestors and accused the HK police of using excessive force.  How times have changed so fast!

The French police also used baton and pepper spray against the Catalan protestors.  Please don't forget that the HK protestors support the Catalan protestors.  How could the french police use excessive force against Catalan protestors when the French condemned HK police brutality against the HK protestors?

The French police should stop bullying and abusing the Catalan protestors when the French were condemning the same police act in HK.

Tuesday, November 12, 2019

IHH Healthcare - Stock calls

Date Analyst Company Last Target Call Valuation
01/17/19 Kim Eng IHH Healthcare 1.86 2.13 Buy Sum of parts, Ringgit $6.45 target price
03/01/19 Kim Eng IHH Healthcare 1.85 2.29 Buy Sum of parts, Ringgit $6.90 target
05/31/19 UOB Kay Hian IHH Healthcare 1.79 2.07 Buy Ringgit $6.30 target price, PER32.8x FY2020
06/12/19 CIMB IHH Healthcare 1.84 2.09 Add Ringgit $6.37 target price
07/31/19 Kim Eng IHH Healthcare 1.88 2.16 Buy Sum of parts, Ringgit $6.50 target price
09/09/19 Kim Eng IHH Healthcare 1.85 2.1 Hold Sum of parts, Ringgit $6.30 target price

IFS Capital - Stock calls

Date Analyst Company Last Target Call Valuation
01/15/19 Amfrasers IFS Capital 0.225 0.29 Buy PB0.7x FY18
08/26/19 Amfrasers IFS Capital 0.22 0.3 Outperform PB0.6x FY20

Ifast Corp - Stock calls

Date Analyst Company Last Target Call Valuation
02/21/19 DBS Vickers Ifast Corp 1.11 1.19 Hold DDM
04/30/19 DBS Vickers Ifast Corp 1.12 1.05 Hold DDM
07/30/19 DBS Vickers Ifast Corp 1.1 1.05 Hold DDM
11/01/19 DBS Vickers Ifast Corp 1.01 1.05 Hold DDM

Stock calls for 12 November 2019

Date Analyst Company Last Target Call Valuation
11/12/19 Phillip APTV 0.171 0.165 Neutral EV/Ebitda9.5x
11/12/19 DMG & Partners Bumitama 0.595 0.69 Buy PER16x FY20
11/12/19 UOB Kay Hian CDL Hospitality 1.58 2.05 Buy
11/12/19 Amfrasers China Sunsine 1.03 1.2 Outperform DCF
11/12/19 Macquarie DBS 26.64 25.8 Neutral PB
11/12/19 phillip DBS 26.64 27.3 Accumulate GGM, PB1.4x
11/12/19 DMG & Partners DBS 26.64 25.8 Neutral GGM, PB1.28x FY20
11/12/19 Kim Eng DBS 26.64 29.92 Buy DDM
11/12/19 UOB Kay Hian DBS 26.64 30 Buy
11/12/19 phillip EC World Reit 0.74 0.84 Buy DDM
11/12/19 DBS Vickers EC World Reit 0.74 0.86 Buy DCF
11/12/19 DMG & Partners First Resources 1.73 1.95 Buy PER18x FY20
11/12/19 DMG & Partners Food Empire 0.54 0.73 Buy
11/12/19 UOB Kay Hian Fu Yu 0.225 0.285 Buy
11/12/19 UOB Kay Hian Keppel Corp 6.86 7.61 Buy
11/12/19 Lim & Tan KSH 0.465 0 Buy
11/12/19 DBS Vickers Mapletree North Asia 1.23 1.6 Buy
11/12/19 UOB Kay Hian Overseas Edu 0.285 0.46 Buy
11/12/19 UOB Kay Hian Sembcorp Marine 1.33 1.22 Sell
11/12/19 DBS Vickers ST Engineering 4 4.64 Buy
11/12/19 CIMB ST Engineering 4 4.47 Add
11/12/19 Kim Eng ST Engineering 4 4.5 Buy
11/12/19 OCBC ST Engineering 4 4.64 Buy
11/12/19 DMG & Partners ST Engineering 4 4.55 Buy Sum of parts
11/12/19 UOB Kay Hian ST Engineering 4 4.32 Buy
11/12/19 UOB Kay Hian Wilmar 3.83 4.4 Buy
11/12/19 UOB Kay Hian Yangzijiang 0.98 1.46 Buy

The HK rioters burnt a man who disagreed with their act.

https://sg.news.yahoo.com/hong-kong-father-two-burned-115921690.html

This is outrageous and inhumane.  The HK rioters burnt a man who disagreed with their vandalism act.

It is time for the HK police to get tough with these rioters so that ordinary citizens can be protected.

HK is becoming a lawless city now because these rioters think they're the laws or above the laws.