Singapore Stock Exchange - Equity Investments

Wednesday, April 29, 2020

Stock calls for 29 April 2020

Date	Analyst	Company	Last	Target	Call	Valuation
04/29/20	OCBC	A-Reit	2.86	3.52	Buy
04/29/20	UOB Kay Hian	A-Reit	2.86	3.35	Buy
04/29/20	DBS Vickers	A-Reit	2.86	3.45	Buy
04/29/20	CIMB	A-Reit	2.86	3	Add
04/29/20	Phillip	APTV	0.129	0.15	Buy	EV/Ebitda10x
04/29/20	DMG & Partners	ARA Logistics	0.525	0.64	Buy	DDM
04/29/20	DBS Vickers	ARA Logistics	0.525	0.56	Hold	DCF
04/29/20	DMG & Partners	Centurion	0.385	0.41	Neutral	DCF
04/29/20	DBS Vickers	Dairy Farm	4.75	5.1	Buy
04/29/20	HSBC	Keppel Corp	6.03	6.74	Buy	Cut from $7.80
04/29/20	Kim Eng	Mapletree Industrial	2.53	2.95	Buy	DDM
04/29/20	UOB Kay Hian	Mapletree Industrial	2.53	2.85	Buy
04/29/20	CIMB	Mapletree Industrial	2.53	2.66	Add	DDM
04/29/20	UOB Kay Hian	Micro-Mechanics	1.7	1.82	Hold	Buy @ $1.55
04/29/20	Kim Eng	Raffles Medical	0.87	0.99	Buy	DCF
04/29/20	DBS Vickers	Raffles Medical	0.87	0.96	Hold	Sum of parts
04/29/20	HSBC	Sembcorp Industries	1.57	2.21	Buy	Cut from $2.68
04/29/20	HSBC	Sembcorp Marine	0.74	0.79	Hold	Cut from $1.31
04/29/20	DMG & Partners	Sheng Siong	1.46	1.63	Buy	DCF
04/29/20	DBS Vickers	Sheng Siong	1.46	1.58	Buy	PER25x FY20
04/29/20	Lim & Tan	Sheng Siong	1.46	0	Hold

Why did the US have more than 1m covid-19 cases?

The truth was the US had covid-19 virus in October 2019 before the virus outbreak in Wuhan in December 2019. This meant the virus had been spreading since October 2019 which might explain the huge infection cases in the US.

Watch the video to know the truth.

French scientists said that its covid-19 outbreak didn't come from China.

https://sg.news.yahoo.com/coronavirus-outbreak-france-did-not-124118678.html

We've stated previously that genome sequencing was the right way and the right scientific method to trace the origin of the virus.

http://sg-stock.blogspot.com/2020/04/what-are-scientific-analyses-for-origin.html

The US is trying to avoid using any scientific method to trace the virus origin because it knows that the scientific method will trace the origin back to the US.

Many countries are also not using any scientific method to trace the virus origin because of the US pressure against it. That's why we're seeing the western countries using media to proclaim the virus origin instead.

The French scientist knew the origin of the virus from their scientific analyses but they're unwilling to reveal the truth to the media. They only made a proclamation that the virus didn't come from China.

Do we want to use politics or science to trace the virus origin and curb this outbreak?

Tuesday, April 28, 2020

Frasers Commercial Trust - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
04/08/19	DBS Vickers	Frasers Commercial Trust	1.47	1.7	Buy
04/24/19	DMG & Partners	Frasers Commercial Trust	1.49	1.5	Neutral	DDM
04/24/19	OCBC	Frasers Commercial Trust	1.49	1.58	Buy
04/24/19	CIMB	Frasers Commercial Trust	1.49	1.5	Hold	DDM
06/06/19	DBS Vickers	Frasers Commercial Trust	1.51	1.7	Buy
06/26/19	OCBC	Frasers Commercial Trust	1.58	1.69	Buy
06/26/19	CIMB	Frasers Commercial Trust	1.58	1.64	Add	DDM
06/27/19	DMG & Partners	Frasers Commercial Trust	1.66	1.65	Neutral	DDM
07/04/19	DMG & Partners	Frasers Commercial Trust	1.68	1.65	Neutral
07/12/19	DBS Vickers	Frasers Commercial Trust	1.65	1.7	Hold	DCF
07/22/19	OCBC	Frasers Commercial Trust	1.64	1.7	Hold
10/04/19	DBS Vickers	Frasers Commercial Trust	1.6	1.7	Hold	DCF
10/23/19	DMG & Partners	Frasers Commercial Trust	1.64	1.65	Neutral	DDM
10/24/19	OCBC	Frasers Commercial Trust	1.65	1.76	Hold
10/24/19	CIMB	Frasers Commercial Trust	1.65	1.71	Add	DDM
12/03/19	DMG & Partners	Frasers Commercial Trust	1.71	1.68	Take Profit	PB1.05x
12/03/19	CIMB	Frasers Commercial Trust	1.71	1.71	Add

Frasers Centrepoint Trust - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
04/03/19	DBS Vickers	Frasers Centrepoint Trust	2.38	2.6	Buy
04/04/19	Kim Eng	Frasers Centrepoint Trust	2.36	2.6	Buy
04/24/19	Lim & Tan	Frasers Centrepoint Trust	2.36	0	Buy
04/25/19	DMG & Partners	Frasers Centrepoint Trust	2.36	2.19	Neutral	DDM
04/25/19	OCBC	Frasers Centrepoint Trust	2.36	2.61	Buy	DDM
04/26/19	Phillip	Frasers Centrepoint Trust	2.37	2.31	Neutral	DDM
05/17/19	OCBC	Frasers Centrepoint Trust	2.45	2.61	Buy
05/17/19	DMG & Partners	Frasers Centrepoint Trust	2.45	2.25	Neutral
05/17/19	CIMB	Frasers Centrepoint Trust	2.45	2.55	Add	DDM
05/21/19	Kim Eng	Frasers Centrepoint Trust	2.4	2.6	Buy
05/23/19	UOB Kay Hian	Frasers Centrepoint Trust	2.41	2.71	Buy
05/24/19	Phillip	Frasers Centrepoint Trust	2.44	2.36	Neutral	DDM
06/06/19	DMG & Partners	Frasers Centrepoint Trust	2.52	2.25	Neutral
06/10/19	UOB Kay Hian	Frasers Centrepoint Trust	2.52	2.71	Buy
06/19/19	Phillip	Frasers Centrepoint Trust	2.61	2.36	Neutral
06/21/19	UOB Kay Hian	Frasers Centrepoint Trust	2.55	2.72	Buy
06/24/19	DBS Vickers	Frasers Centrepoint Trust	2.54	2.85	Buy
06/24/19	Amfrasers	Frasers Centrepoint Trust	2.54	2.33	Neutral	DDM
06/24/19	Citibank	Frasers Centrepoint Trust	2.54	2.43	Hold
06/25/19	Kim Eng	Frasers Centrepoint Trust	2.59	2.6	Buy
07/04/19	DMG & Partners	Frasers Centrepoint Trust	2.64	2.25	Neutral
07/12/19	DBS Vickers	Frasers Centrepoint Trust	2.64	2.95	Buy
07/16/19	UOB Kay Hian	Frasers Centrepoint Trust	2.62	2.72	Buy
07/22/19	Phillip	Frasers Centrepoint Trust	2.65	2.36	Neutral
07/24/19	UOB Kay Hian	Frasers Centrepoint Trust	2.65	2.66	Hold	DDM, Buy @ $2.42
07/24/19	Kim Eng	Frasers Centrepoint Trust	2.65	2.8	Buy	DDM
07/24/19	OCBC	Frasers Centrepoint Trust	2.65	2.69	Hold
07/24/19	CIMB	Frasers Centrepoint Trust	2.65	2.79	Add	DDM
07/24/19	Lim & Tan	Frasers Centrepoint Trust	2.65	0	Hold
07/26/19	Amfrasers	Frasers Centrepoint Trust	2.63	2.51	Neutral
07/29/19	Phillip	Frasers Centrepoint Trust	2.68	2.77	Accumulate	DDM
08/22/19	CIMB	Frasers Centrepoint Trust	2.68	2.79	Add
08/26/19	Phillip	Frasers Centrepoint Trust	2.68	2.77	Accumulate
08/30/19	CIMB	Frasers Centrepoint Trust	2.74	2.9	Add	DDM
08/30/19	DMG & Partners	Frasers Centrepoint Trust	2.74	2.55	Neutral	DDM
09/19/19	Kim Eng	Frasers Centrepoint Trust	2.7	2.8	Buy
09/24/19	Phillip	Frasers Centrepoint Trust	2.71	2.77	Accumulate
10/02/19	DBS Vickers	Frasers Centrepoint Trust	2.7	2.95	Buy
10/18/19	Phillip	Frasers Centrepoint Trust	2.77	2.77	Accumulate
10/24/19	DMG & Partners	Frasers Centrepoint Trust	2.72	2.55	Neutral	DDM
10/24/19	OCBC	Frasers Centrepoint Trust	2.72	2.75	Hold
10/24/19	UOB Kay Hian	Frasers Centrepoint Trust	2.72	3.05	Buy
10/24/19	Lim & Tan	Frasers Centrepoint Trust	2.72	0	Hold
10/25/19	Phillip	Frasers Centrepoint Trust	2.75	3.11	Accumulate	DDM
11/18/19	Citibank	Frasers Centrepoint Trust	2.72	3	Buy
11/25/19	Phillip	Frasers Centrepoint Trust	2.76	3.11	Accumulate
11/25/19	CIMB	Frasers Centrepoint Trust	2.76	2.89	Add
12/10/19	DMG & Partners	Frasers Centrepoint Trust	2.74	2.55	Neutral
12/16/19	Phillip	Frasers Centrepoint Trust	2.67	3.11	Buy
12/19/19	DBS Vickers	Frasers Centrepoint Trust	2.7	2.95	Buy
01/23/20	Kim Eng	Frasers Centrepoint Trust	2.8	2.85	Hold	DDM
01/23/20	Lim & Tan	Frasers Centrepoint Trust	2.8	0	Hold
01/23/20	UOB Kay Hian	Frasers Centrepoint Trust	2.8	3.05	Buy
01/24/20	DBS Vickers	Frasers Centrepoint Trust	2.86	2.95	Buy
01/29/20	Phillip	Frasers Centrepoint Trust	2.86	3.11	Accumulate	DDM
02/03/20	OCBC	Frasers Centrepoint Trust	2.88	2.93	Hold
02/04/20	DBS Vickers	Frasers Centrepoint Trust	2.84	2.95	Buy
03/09/20	DBS Vickers	Frasers Centrepoint Trust	2.97	3.35	Buy
03/13/20	Phillip	Frasers Centrepoint Trust	2.73	3.11	Accumulate
03/16/20	OCBC	Frasers Centrepoint Trust	2.56	3.07	Buy
03/31/20	CIMB	Frasers Centrepoint Trust	2.18	3.1	Add
04/02/20	DBS Vickers	Frasers Centrepoint Trust	2.1	2.05	Hold
04/14/20	OCBC	Frasers Centrepoint Trust	1.93	2.23	Buy
04/23/20	DMG & Partners	Frasers Centrepoint Trust	2.1	2.55	Neutral
04/24/20	UOB Kay Hian	Frasers Centrepoint Trust	2.06	2	Hold	Buy @ $1.82
04/27/20	Phillip	Frasers Centrepoint Trust	1.98	2.24	Accumulate
04/27/20	DMG & Partners	Frasers Centrepoint Trust	1.98	2.07	Neutral	DDM
04/27/20	Kim Eng	Frasers Centrepoint Trust	1.98	2.3	Buy	DDM