Date | Analyst | Company | Last | Target | Call | Valuation |
01/07/19 | UOB Kay Hian | SIA Engineering | 2.39 | 2.7 | Buy | DCF |
02/11/19 | Kim Eng | SIA Engineering | 2.52 | 2.85 | Buy | DCF |
02/11/19 | OCBC | SIA Engineering | 2.52 | 2.47 | Hold | |
02/11/19 | phillip | SIA Engineering | 2.52 | 2.66 | Neutral | DCF |
02/11/19 | UOB Kay Hian | SIA Engineering | 2.52 | 2.55 | Hold | |
02/12/19 | CIMB | SIA Engineering | 2.39 | 3.11 | Add | DCF |
02/12/19 | DBS Vickers | SIA Engineering | 2.39 | 2.7 | Hold | DCF & PER16x FY20 & Div Yield 4.5% & EV/Ebitda11x |
04/15/19 | Kim Eng | SIA Engineering | 2.49 | 2.85 | Buy | |
05/14/19 | Kim Eng | SIA Engineering | 2.43 | 2.85 | Buy | DCF |
05/14/19 | OCBC | SIA Engineering | 2.43 | 2.43 | Hold | |
05/14/19 | UOB Kay Hian | SIA Engineering | 2.43 | 2.55 | Hold | Buy @ $2.30 |
05/14/19 | DBS Vickers | SIA Engineering | 2.43 | 2.6 | Hold | Sum of parts |
05/14/19 | CIMB | SIA Engineering | 2.43 | 3.11 | Add | |
07/02/19 | Kim Eng | SIA Engineering | 2.51 | 2.85 | Buy | |
07/05/19 | DBS Vickers | SIA Engineering | 2.72 | 3.01 | Buy | |
07/08/19 | CIMB | SIA Engineering | 2.89 | 3.11 | Add | DCF |
07/29/19 | UOB Kay Hian | SIA Engineering | 2.65 | 2.55 | Hold | DCF, Buy @ $2.40 |
07/29/19 | OCBC | SIA Engineering | 2.65 | 2.43 | Hold | |
07/30/19 | Kim Eng | SIA Engineering | 2.68 | 2.85 | Hold | |
09/02/19 | Kim Eng | SIA Engineering | 2.43 | 2.85 | Buy | DCF |
11/04/19 | Lim & Tan | SIA Engineering | 2.65 | 0 | Hold | |
11/05/19 | UOB Kay Hian | SIA Engineering | 2.77 | 3.13 | Buy | |
11/05/19 | DBS Vickers | SIA Engineering | 2.77 | 3.3 | Buy | Sum of parts |
11/05/19 | OCBC | SIA Engineering | 2.77 | 2.86 | Hold | |
11/05/19 | CIMB | SIA Engineering | 2.77 | 3.3 | Add | DCF |
11/26/19 | Kim Eng | SIA Engineering | 2.85 | 3 | Buy | |
12/27/19 | CIMB | SIA Engineering | 2.82 | 3.3 | Add | |
02/04/20 | UOB Kay Hian | SIA Engineering | 2.58 | 3.13 | Buy | DDM |
02/10/20 | Lim & Tan | SIA Engineering | 2.61 | 0 | Hold | |
02/11/20 | OCBC | SIA Engineering | 2.59 | 2.41 | Sell |
Monday, March 16, 2020
SIA Engineering - Stock calls
SIA - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/17/19 | UOB Kay Hian | SIA | 9.76 | 10.2 | Hold | Sum of parts, Buy @ $9 |
01/24/19 | Kim Eng | SIA | 9.5 | 11.2 | Buy | PB0.94x |
01/24/19 | CIMB | SIA | 9.5 | 10.25 | Hold | PB0.9x CY19 |
02/15/19 | CIMB | SIA | 9.87 | 10.25 | Hold | PB0.9x CY19 |
02/15/19 | DBS Vickers | SIA | 9.87 | 11 | Buy | PB0.9x FY20 |
02/15/19 | Lim & Tan | SIA | 9.87 | 0 | Hold | |
02/18/19 | Kim Eng | SIA | 9.76 | 11.2 | Buy | PB0.94x |
02/18/19 | UOB Kay Hian | SIA | 9.76 | 10.2 | Hold | Buy @ $9.50 |
02/18/19 | OCBC | SIA | 9.76 | 10.71 | Buy | |
03/19/19 | CIMB | SIA | 9.83 | 10.25 | Hold | |
03/19/19 | UOB Kay Hian | SIA | 9.83 | 10.1 | Hold | Buy @ $9 |
04/16/19 | UOB Kay Hian | SIA | 9.88 | 10.1 | Hold | Sum of parts |
04/16/19 | OCBC | SIA | 9.88 | 11.02 | Buy | |
05/17/19 | CIMB | SIA | 9.4 | 10.14 | Hold | PB0.9x CY19 |
05/21/19 | OCBC | SIA | 9.3 | 11.02 | Buy | |
05/21/19 | UOB Kay Hian | SIA | 9.3 | 9.6 | Hold | Buy @ $8.80 |
05/21/19 | DBS Vickers | SIA | 9.3 | 10.8 | Buy | PB0.95x FY20 |
06/19/19 | UOB Kay Hian | SIA | 9.17 | 9.5 | Hold | Sum of parts, Buy @ $8.60 |
06/19/19 | CIMB | SIA | 9.17 | 10.04 | Hold | |
08/01/19 | UOB Kay Hian | SIA | 9.67 | 9.5 | Hold | Sum of parts, Buy @ $9.10 |
08/01/19 | DBS Vickers | SIA | 9.67 | 10.8 | Buy | PB0.95x FY20 |
08/01/19 | Lim & Tan | SIA | 9.67 | 0 | Hold | |
08/02/19 | CIMB | SIA | 9.2 | 10.04 | Hold | PB0.9x CY19 |
09/19/19 | UOB Kay Hian | SIA | 9.15 | 9.5 | Hold | Sum of parts, Buy @ $8.70 |
10/17/19 | UOB Kay Hian | SIA | 9.16 | 9.5 | Hold | Buy @ $9 |
11/06/19 | CIMB | SIA | 9.43 | 10 | Hold | PB0.9x CY19 |
11/06/19 | Kim Eng | SIA | 9.43 | 10.7 | Buy | PB1x FY21 |
11/07/19 | OCBC | SIA | 9.18 | 10.46 | Buy | |
11/07/19 | UOB Kay Hian | SIA | 9.18 | 9.4 | Hold | Buy @ $8.70 |
11/07/19 | DBS Vickers | SIA | 9.18 | 10.4 | Buy | PB0.95x FY20 |
01/10/20 | UOB Kay Hian | SIA | 8.93 | 9.1 | Hold | Sum of parts, Buy @ $8.60 |
01/14/20 | DBS Vickers | SIA | 8.95 | 10.4 | Buy | |
02/04/20 | UOB Kay Hian | SIA | 8.49 | 9.1 | Hold | Buy @ $8.40 |
02/06/20 | CIMB | SIA | 8.59 | 8.46 | Hold | PB0.86x CY20 |
02/10/20 | DBS Vickers | SIA | 8.58 | 10.4 | Buy | PB0.95x FY20 |
02/18/20 | OCBC | SIA | 8.66 | 9.9 | Buy | |
03/13/20 | CIMB | SIA | 7.34 | 8 | Hold | PB0.86x |
SHS - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/29/19 | phillip | SHS | 0.197 | 0.24 | Accumulate | PER10x FY19 |
03/08/19 | phillip | SHS | 0.191 | 0.194 | Neutral | PB0.7x |
05/21/19 | phillip | SHS | 0.174 | 0 | Cease coverage |
Stock calls for 16 March 2020
Date | Analyst | Company | Last | Target | Call | Valuation |
03/16/20 | OCBC | ART | 0.95 | 1.11 | Buy | |
03/16/20 | OCBC | CDL Hospitality | 1.12 | 1.09 | Hold | |
03/16/20 | OCBC | Far East Hospitality | 0.53 | 0.52 | Hold | |
03/16/20 | OCBC | Frasers Centrepoint Trust | 2.56 | 3.07 | Buy | |
03/16/20 | DMG & Partners | Fu Yu | 0.2 | 0.32 | Buy | DCF |
No US monetary and fiscal policy can save the US stock markets. - Part 3
http://sg-stock.blogspot.com/2020/03/no-us-monetary-and-fiscal-policy-can.html
We told you that the US would restart is QE and keep its interest rates low previously (See above).
Guess what!
https://sg.finance.yahoo.com/news/federal-reserve-cuts-rates-to-zero-restarts-quantitative-easing-qe-210001968.html
The US FED did another emergency rate cut yesterday because Trump threatened to demote Powell from FED Chairman to FED director and Powell caved in to Trump's threat for fear of his demotion.
http://sg-stock.blogspot.com/2020/03/the-us-markets-just-had-dead-cat-bounce.html
We told you that the recent rebound was a dead-cat bounce because the FED was pumping money into the wrong sector (Financial market). The Asian markets are dropping again after the 2nd FED emergency cut.
The UK has just warned that this covid-19 outbreak will last 1 year and many Brits will get infected. The US infection rate and death toll are still very low now and will need to rise significantly when there are more covid-19 testings. The US has just started its free covid-19 testing programme but there is no free covid-19 treatment plan in place. This won't entice its citizens to come out for testing. The US must heed our advice to stop the chain of transmission.
The US FED has cut its rate to zero but I can tell you that no business owner will want to borrow free interest-rate loans when there are no customers. This will be like japanification in the USA. Japan's interest rates are in negative zone and inflation is still absent because there is not enough customer demand.
What is the FED going to do next when it has no ammunition left? This is what worries the investors.
We told you that the US would restart is QE and keep its interest rates low previously (See above).
Guess what!
https://sg.finance.yahoo.com/news/federal-reserve-cuts-rates-to-zero-restarts-quantitative-easing-qe-210001968.html
The US FED did another emergency rate cut yesterday because Trump threatened to demote Powell from FED Chairman to FED director and Powell caved in to Trump's threat for fear of his demotion.
http://sg-stock.blogspot.com/2020/03/the-us-markets-just-had-dead-cat-bounce.html
We told you that the recent rebound was a dead-cat bounce because the FED was pumping money into the wrong sector (Financial market). The Asian markets are dropping again after the 2nd FED emergency cut.
The UK has just warned that this covid-19 outbreak will last 1 year and many Brits will get infected. The US infection rate and death toll are still very low now and will need to rise significantly when there are more covid-19 testings. The US has just started its free covid-19 testing programme but there is no free covid-19 treatment plan in place. This won't entice its citizens to come out for testing. The US must heed our advice to stop the chain of transmission.
The US FED has cut its rate to zero but I can tell you that no business owner will want to borrow free interest-rate loans when there are no customers. This will be like japanification in the USA. Japan's interest rates are in negative zone and inflation is still absent because there is not enough customer demand.
What is the FED going to do next when it has no ammunition left? This is what worries the investors.
Sunday, March 15, 2020
Where were the police in Kallang NPP? Police! Where were you?
https://sg.news.yahoo.com/blast-heard-in-front-of-kallang-police-post-man-detained-by-police-eyewitnesses-163611679.html
Singapore police in Kallang NPP didn't come out to investigate when there was a fire burning in front of its police post. The police also didn't come out to check things out when there were numerous explosions.
Police! Police! Police! Where were you?
The only explanation was police were not in Kallang NPP at that time.
Singapore police in Kallang NPP didn't come out to investigate when there was a fire burning in front of its police post. The police also didn't come out to check things out when there were numerous explosions.
The only explanation was police were not in Kallang NPP at that time.
Saturday, March 14, 2020
The real situation in Italy.
https://www.reuters.com/article/us-health-coronavirus-italy-scientists/coronavirus-may-have-reached-italy-from-germany-scientists-say-idUSKBN20Y35B
Italy had found its patient zero who was from Germany. This patient zero visited Hawaii prior to his arrival in Italy and he started to spread the virus in Italy.
Hawaii is an isolated island and yet this patient contracted the virus. This has led scientists to speculate that covid-19 has been around in the US prior to the outbreak in China.
It is easy to determine the virus origin by analyzing the genome sequence but scientists are not doing it. Why? They're afraid to determine that this virus doesn't originate in China because the truth will offend the USA government.
The situation in Italy is really serious because Italy is abandoning the sick old people now. About 23% of Italy population consists of people 65 & above and Italy is reserving the medical supplies and facilities to treat the younger patients. The old people are feeling betrayed by their government after contributing to Italy in their younger days and yet they're being abandoned now.
The Italian government is abandoning sick old people because of limited medical supplies and healthcare. Furthermore, Italy has limited financial resources to support their retirements. If the older population is greatly reduced, this will reduce the financial stresses in the country as the government doesn't need to waste money on them.
It is really heartwrenching to see a government behaving like this.
Italy had found its patient zero who was from Germany. This patient zero visited Hawaii prior to his arrival in Italy and he started to spread the virus in Italy.
Hawaii is an isolated island and yet this patient contracted the virus. This has led scientists to speculate that covid-19 has been around in the US prior to the outbreak in China.
It is easy to determine the virus origin by analyzing the genome sequence but scientists are not doing it. Why? They're afraid to determine that this virus doesn't originate in China because the truth will offend the USA government.
The situation in Italy is really serious because Italy is abandoning the sick old people now. About 23% of Italy population consists of people 65 & above and Italy is reserving the medical supplies and facilities to treat the younger patients. The old people are feeling betrayed by their government after contributing to Italy in their younger days and yet they're being abandoned now.
The Italian government is abandoning sick old people because of limited medical supplies and healthcare. Furthermore, Italy has limited financial resources to support their retirements. If the older population is greatly reduced, this will reduce the financial stresses in the country as the government doesn't need to waste money on them.
It is really heartwrenching to see a government behaving like this.
Baltic dry index - 631
Today, Wednesday, March 11 2020, the Baltic Dry Index climbed by 4 points, reaching 631 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.
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Related stock: Sembcorp Marine, Cosco & Pan ocean.
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