| Date | Analyst | Company | Last | Target | Call | Valuation |
| 04/04/19 | Kim Eng | A-Reit | 2.93 | 3.1 | Buy | |
| 04/30/19 | Kim Eng | A-Reit | 3.01 | 3.2 | Buy | DDM |
| 04/30/19 | OCBC | A-Reit | 3.01 | 2.74 | Hold | |
| 04/30/19 | DMG & Partners | A-Reit | 3.01 | 2.9 | Neutral | DDM |
| 05/02/19 | Phillip | A-Reit | 3 | 2.88 | Neutral | DDM |
| 05/02/19 | CIMB | A-Reit | 3 | 2.87 | Hold | DDM |
| 05/02/19 | DBS Vickers | A-Reit | 3 | 3.2 | Buy | DCF |
| 06/19/19 | Phillip | A-Reit | 2.98 | 2.88 | Neutral | |
| 06/25/19 | Kim Eng | A-Reit | 3.01 | 3.2 | Buy | |
| 06/27/19 | DBS Vickers | A-Reit | 3.05 | 3.21 | Buy | |
| 07/03/19 | Kim Eng | A-Reit | 3.13 | 3.3 | Buy | DDM |
| 07/04/19 | DMG & Partners | A-Reit | 3.15 | 2.9 | Neutral | |
| 07/22/19 | Phillip | A-Reit | 3.03 | 2.88 | Neutral | |
| 07/30/19 | DBS Vickers | A-Reit | 3.05 | 3.4 | Buy | DCF |
| 07/30/19 | OCBC | A-Reit | 3.05 | 2.98 | Hold | |
| 07/31/19 | UOB Kay Hian | A-Reit | 3.03 | 3.01 | Hold | Buy @ $2.78 |
| 08/02/19 | Phillip | A-Reit | 3.04 | 3.31 | Accumulate | DDM |
| 09/11/19 | UOB Kay Hian | A-Reit | 3.14 | 3.25 | Hold | DDM, Buy @ $2.98 |
| 09/19/19 | Kim Eng | A-Reit | 3.11 | 3.3 | Buy | |
| 09/24/19 | Phillip | A-Reit | 3.12 | 3.31 | Accumulate | |
| 10/04/19 | Lim & Tan | A-Reit | 3.08 | 0 | Hold | |
| 10/07/19 | DBS Vickers | A-Reit | 3.08 | 3.4 | Buy | |
| 10/10/19 | DMG & Partners | A-Reit | 3.12 | 3 | Neutral | DDM |
| 10/11/19 | CIMB | A-Reit | 3.15 | 3.12 | Hold | DDM |
| 10/18/19 | Phillip | A-Reit | 3.13 | 3.31 | Accumulate | |
| 11/04/19 | DMG & Partners | A-Reit | 3.17 | 3 | Neutral | DDM |
| 11/04/19 | OCBC | A-Reit | 3.17 | 3.25 | Hold | |
| 11/05/19 | UOB Kay Hian | A-Reit | 3.12 | 3.28 | Hold | Buy @ $2.99 |
| 11/11/19 | UOB Kay Hian | A-Reit | 2.89 | 3.25 | Buy | |
| 11/21/19 | Kim Eng | A-Reit | 2.91 | 3.35 | Buy | |
| 11/25/19 | Phillip | A-Reit | 2.94 | 3.31 | Accumulate | |
| 12/03/19 | Kim Eng | A-Reit | 2.97 | 3.35 | Buy | DDM |
| 12/06/19 | Phillip | A-Reit | 3.01 | 3.25 | Accumulate | |
| 12/06/19 | Morgan Stanley | A-Reit | 3.01 | 3.04 | Overweight | |
| 12/06/19 | Macquarie | A-Reit | 3.01 | 2.7 | Neutral | |
| 12/10/19 | DMG & Partners | A-Reit | 3.03 | 3 | Neutral | |
| 12/19/19 | DBS Vickers | A-Reit | 2.92 | 3.4 | Buy | |
| 01/10/20 | DBS Vickers | A-Reit | 3.06 | 3.45 | Buy | DCF |
| 02/03/20 | UOB Kay Hian | A-Reit | 3.15 | 3.35 | Buy | DDM |
| 02/03/20 | DMG & Partners | A-Reit | 3.15 | 3.1 | Neutral | DDM |
| 02/03/20 | CIMB | A-Reit | 3.15 | 3.14 | Hold | |
| 02/04/20 | DBS Vickers | A-Reit | 3.13 | 3.45 | Buy | |
| 02/07/20 | OCBC | A-Reit | 3.3 | 3.59 | Buy | |
| 03/02/20 | DBS Vickers | A-Reit | 3.06 | 3.45 | Buy | DCF |
| 03/13/20 | Phillip | A-Reit | 3.15 | 3.31 | Accumulate |
Thursday, April 2, 2020
Ascendas Reit - Stock calls
Stock calls for 2 April 2020
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 04/02/20 | DBS Vickers | AEM | 1.64 | 2.29 | Buy | |
| 04/02/20 | DBS Vickers | Capitamall Trust | 1.73 | 1.75 | Hold | |
| 04/02/20 | Kim Eng | Capitamall Trust | 1.73 | 2.7 | Buy | |
| 04/02/20 | DMG & Partners | Comfortdelgro | 1.47 | 1.54 | Neutral | DCF |
| 04/02/20 | DBS Vickers | Frasers Centrepoint Trust | 2.1 | 2.05 | Hold | |
| 04/02/20 | DBS Vickers | Frencken | 0.565 | 0.74 | Buy | |
| 04/02/20 | DBS Vickers | Hi-P | 0.835 | 0.85 | Hold | |
| 04/02/20 | DBS Vickers | Lendlease Reit | 0.52 | 0.94 | Buy | |
| 04/02/20 | DBS Vickers | Mapletree Commercial | 1.75 | 1.9 | Buy | |
| 04/02/20 | UOB Kay Hian | SPH | 1.78 | 1.61 | Hold | Sum of parts, Buy @ $1.40 |
| 04/02/20 | DBS Vickers | SPH Reit | 0.75 | 0.7 | Fully Valued | |
| 04/02/20 | Kim Eng | SPH Reit | 0.75 | 0.8 | Hold | DDM |
| 04/02/20 | CIMB | SPH Reit | 0.75 | 1.12 | Add | |
| 04/02/20 | DBS Vickers | Starhill | 0.41 | 0.45 | Hold | |
| 04/02/20 | DBS Vickers | UMS | 0.62 | 0.77 | Buy |
The Japanese stock markets have more room to fall. Why? - Part 2
https://sg-stock.blogspot.com/2020/03/the-japanese-stock-markets-have-more.html
We've nailed it again!
The Japanese stock markets will continue to fall because Tokyo infections are rising and this will cause Tokyo to be in lockdown. When Tokyo is in lockdown, Nikkei225 will fall further.
Let's wait and see!
PS: We are not always right but we are also seldom wrong.
We've nailed it again!
The Japanese stock markets will continue to fall because Tokyo infections are rising and this will cause Tokyo to be in lockdown. When Tokyo is in lockdown, Nikkei225 will fall further.
Let's wait and see!
PS: We are not always right but we are also seldom wrong.
Why you should sell into the market strength now? - Part 2.
Have you cashed out yet as we've predicted? You would have avoided catching a falling knife if you had heeded our advice.
http://sg-stock.blogspot.com/2020/03/why-you-should-sell-into-market.html
The US infections have breached 200,000 with a death toll exceeding 5,000!
We had stated numerous times on our blog that this was not the time to invest in the stock markets.
The US infections have leaped by 10x in less than 2 weeks from 20K to 200K, just as we've estimated.
http://sg-stock.blogspot.com/2020/03/no-us-monetary-and-fiscal-policy-can_21.html
http://sg-stock.blogspot.com/2020/03/why-you-should-sell-into-market.html
The US infections have breached 200,000 with a death toll exceeding 5,000!
We had stated numerous times on our blog that this was not the time to invest in the stock markets.
The US infections have leaped by 10x in less than 2 weeks from 20K to 200K, just as we've estimated.
http://sg-stock.blogspot.com/2020/03/no-us-monetary-and-fiscal-policy-can_21.html
Wednesday, April 1, 2020
800Super - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 06/10/19 | Novus | 800Super | 0.89 | 0.9 | Accept offer | offer $0.90 |
Yongnam - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/04/19 | CIMB | Yongnam | 0.183 | 0.4 | Add | PB0.8x FY19 |
| 01/07/19 | CIMB | Yongnam | 0.183 | 0.41 | Add | PB0.8x FY19 |
| 03/01/19 | CIMB | Yongnam | 0.173 | 0.33 | Add | PB0.7x FY19 |
| 04/05/19 | CIMB | Yongnam | 0.186 | 0.33 | Add | PB0.7x FY19 |
| 05/17/19 | CIMB | Yongnam | 0.169 | 0.33 | Add | PB0.7x FY19 |
| 08/15/19 | CIMB | Yongnam | 0.171 | 0.28 | Add |
Yoma - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 02/12/19 | DBS Vickers | Yoma | 0.345 | 0.4 | Buy | |
| 04/11/19 | DMG & Partners | Yoma | 0.32 | 0.57 | Buy | Sum of parts (20% discount) |
| 06/03/19 | DBS Vickers | Yoma | 0.33 | 0.4 | Buy | RNAV (60% discount) |
| 11/15/19 | DBS Vickers | Yoma | 0.375 | 0.5 | Buy | RNAV (45% discount) |
| 12/26/19 | DMG & Partners | Yoma | 0.335 | 0.57 | Buy | |
| 02/17/20 | DBS Vickers | Yoma | 0.325 | 0.5 | Buy |
Stock calls for 1 April 2020
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 04/01/20 | Jefferies | DBS | 18.57 | 20 | Buy | |
| 04/01/20 | Citibank | DBS | 18.57 | 17.5 | Sell | |
| 04/01/20 | DBS Vickers | Fu Yu | 0.198 | 0.21 | Hold | |
| 04/01/20 | DBS Vickers | OCBC | 8.54 | 8.6 | Hold | |
| 04/01/20 | Jefferies | OCBC | 8.54 | 10 | Buy | |
| 04/01/20 | Citibank | OCBC | 8.54 | 8.85 | Sell | |
| 04/01/20 | CIMB | Singtel | 2.54 | 3.4 | Add | Sum of parts |
| 04/01/20 | DMG & Partners | Talkmed | 0.43 | 0.53 | Buy | DCF |
| 04/01/20 | DBS Vickers | UOB | 19.45 | 19 | Hold | |
| 04/01/20 | Jefferies | UOB | 19.45 | 19.5 | Hold | |
| 04/01/20 | Citibank | UOB | 19.45 | 19.3 | Sell | |
| 04/01/20 | UOB Kay Hian | Venture | 13.57 | 15.5 | Buy |
Red alert: The US economy is going to contract sharply in Q2.
https://sg.finance.yahoo.com/news/majority-of-americans-cut-back-on-spending-because-of-coronavirus-concerns-140044412.html
Since 70% of the US economy is supported by consumer spending, any cutback in local consumption is going to affect the US GDP greatly.
More than half (52%) have started the cutback and more will follow as the infections and death toll rise.
Since 70% of the US economy is supported by consumer spending, any cutback in local consumption is going to affect the US GDP greatly.
More than half (52%) have started the cutback and more will follow as the infections and death toll rise.
The US death toll has exceed China's.
The US is the real sick man of the west. The top 3 most infected countries are all western countries.
What's next after covid-19 outbreak? - Part 2
https://www.bnnbloomberg.ca/trump-calls-for-2-trillion-infrastructure-bill-to-create-jobs-1.1415223
Trump has already pumped US$2.2T into the financial market to salvage the economic situation. He is upping his ante with another US$2T infrastructure bill. This brings the total stimulus package to US$4.2T.
Trump cannot keep throwing trillions at the covid-19 crisis, hoping to get rid of it with money. There will be serious repercussions (Hyperinflation) in the US and the world when Trump uses excessive monetary and fiscal policies.
http://sg-stock.blogspot.com/2020/03/whats-next-after-covid-19-outbreak.html
I'm getting worried now!
Trump has already pumped US$2.2T into the financial market to salvage the economic situation. He is upping his ante with another US$2T infrastructure bill. This brings the total stimulus package to US$4.2T.
Trump cannot keep throwing trillions at the covid-19 crisis, hoping to get rid of it with money. There will be serious repercussions (Hyperinflation) in the US and the world when Trump uses excessive monetary and fiscal policies.
http://sg-stock.blogspot.com/2020/03/whats-next-after-covid-19-outbreak.html
I'm getting worried now!
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