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Friday, March 6, 2020

Stock calls for 6 March 2020

DateAnalystCompanyLastTargetCallValuation
03/06/20DMG & PartnersDairy Farm4.755.05NeutralDCF
03/06/20DBS VickersDairy Farm4.755.2HoldSum of parts
03/06/20CIMBDairy Farm4.754.38ReducePER17x FY20
03/06/20DBS VickersHongkong Land5.055.81Buy
03/06/20UOB Kay HianMapletree Commercial2.32.62BuyDDM
03/06/20DBS VickersPrime US Reit0.9951.05BuyDCF
03/06/20UOB Kay HianPropnex0.5550.68Buy
03/06/20UOB Kay HianSPH1.882.22Hold

Thursday, March 5, 2020

Why did the US Fed do emergency interest rates cut? - Part 2

I've been trying to figure out the real reason behind the FED emergency cut because the current economic situation doesn't warrant it as stated in my previous post.

http://sg-stock.blogspot.com/2020/03/why-did-us-fed-do-emergency-interest.html

However, I've discovered that the US defense department has projected a pandemic within 30 days.  I believe this pronouncement scares the FED so greatly that it must act upon it by doing an inter-meeting interest rate cut as the time is running out.

https://www.newsweek.com/coronavirus-department-defense-pandemic-30-days-1489876

Parkway Life - Stock calls

DateAnalystCompanyLastTargetCallValuation
01/30/19DBS VickersParkway Life2.83.1Buy
03/18/19UOB Kay HianParkway Life2.883.25BuyDDM
04/01/19UOB Kay HianParkway Life2.923.25BuyDDM
05/02/19UOB Kay HianParkway Life2.893.25Buy
07/31/19Lim & TanParkway Life3.060Hold
08/01/19UOB Kay HianParkway Life3.063.25Buy
08/01/19DBS VickersParkway Life3.063.35Buy
10/31/19Lim & TanParkway Life3.240Hold
11/01/19UOB Kay HianParkway Life3.273.58BuyDDM
11/01/19CIMBParkway Life3.273.26Hold
01/22/20Lim & TanParkway Life3.40Hold
01/29/20UOB Kay HianParkway Life3.63.78BuyDDM
02/13/20DBS VickersParkway Life3.564BuyDCF

Pan-United - Stock calls

DateAnalystCompanyLastTargetCallValuation
01/28/20Lim & TanPanUnited0.3750Buy on weakness
02/11/20Lim & TanPanUnited0.3650.56BuyPB2x FY21

Pacific Century - Stock calls

DateAnalystCompanyLastTargetCallValuation
03/04/19Lim & TanPacific Century0.3850Buy

Stock calls for 5 March 2020

DateAnalystCompanyLastTargetCallValuation
03/05/20MacquarieAIMS AMP Cap Ind Reit1.421.55Outperform
03/05/20Lim & TanBRC Asia1.660Buy on weakness
03/05/20CIMBDBS23.9124.33Hold
03/05/20OCBCDBS23.9125.5HoldGGM, PB1.3x
03/05/20phillipEC World Reit0.720.827BuyDDM
03/05/20MacquarieOCBC10.5512.4Outperform
03/05/20DBS VickersOCBC10.5511HoldGGM, PB1x FY20
03/05/20CIMBOCBC10.5511.05Hold
03/05/20UOB Kay HianRex0.1840.27BuySum of parts
03/05/20MacquarieSGX9.0510Outperform
03/05/20CIMBSGX9.059.4Add
03/05/20MacquarieSingtel2.973.77outperform
03/05/20DBS VickersSingtel2.973.52BuySum of parts
03/05/20MacquarieST Engineering4.365outperform
03/05/20DBS VickersUOB2425.5HoldGGM, PB1x FY20
03/05/20CIMBUOB2424.91Hold
03/05/20OCBCUOB2426.3HoldGGM, PB1.2x
03/05/20MacquarieUOL7.410.1Outperform
03/05/20MacquarieVenture17.0517.7Outperform

Wednesday, March 4, 2020

PACC Offshore - Stock calls

DateAnalystCompanyLastTargetCallValuation
02/26/19DBS VickersPACC Offshore0.1830.2HoldPB0.8x FY19
05/14/19DBS VickersPACC Offshore0.1730.2HoldPB0.8x FY19
08/08/19DBS VickersPACC Offshore0.1450.15HoldPB0.6x
11/07/19DBS VickersPACC Offshore0.210.22HoldPB1x FY19

Oxley - Stock calls

DateAnalystCompanyLastTargetCallValuation
05/02/19DBS VickersOxley0.3250.68Buy
06/13/19DMG & PartnersOxley0.310.41BuyRNAV (45% discount)
09/11/19DMG & PartnersOxley0.310.41Buy
09/24/19DMG & PartnersOxley0.3050.43BuyRNAV (45% discount)
09/25/19UOB Kay HianOxley0.310.64BuyRNAV (30% discount)
10/02/19DMG & PartnersOxley0.320.43Buy
10/15/19DMG & PartnersOxley0.3250.43BuyRNAV (45% discount)
10/29/19UOB Kay HianOxley0.340.5BuyRNAV (30% discount)
11/14/19DMG & PartnersOxley0.3450.43BuyRNAV (45% discount)
12/16/19DMG & PartnersOxley0.350.43BuyRNAV (45% discount)
01/08/20DMG & PartnersOxley0.3750.43Buy
02/11/20UOB Kay HianOxley0.340.49Buy
02/12/20DMG & PartnersOxley0.340.42BuyRNAV (45% discount)