| Date | Analyst | Company | Last | Target | Call | Valuation |
| 04/09/20 | DBS Vickers | Cromwell Reit (EUR) | 0.36 | 0.59 | Buy | |
| 04/09/20 | DMG & Partners | Dairy Farm | 4.89 | 4.95 | Neutral | DCF |
| 04/09/20 | DMG & Partners | Sheng Siong | 1.31 | 1.42 | Buy | DCF |
| 04/09/20 | UOB Kay Hian | SPH | 1.53 | 1.39 | Hold | Sum of parts, Buy @ $1.20 |
| 04/09/20 | CIMB | Sunningdale | 0.875 | 1.09 | Add |
Thursday, April 9, 2020
Stock calls for 9 April 2020.
Temasek is cashing out its investments.
https://sg.finance.yahoo.com/news/temaseks-2-week-selling-spree-raises-us-779-million-101403435.html
Our state wealth fund is divesting to conserve cash.
We had stated a few days ago that state wealth funds would be divesting to conserve their cash because of diminishing returns.
http://sg-stock.blogspot.com/2020/04/what-will-companies-do-with-credit.html
Our state wealth fund is divesting to conserve cash.
We had stated a few days ago that state wealth funds would be divesting to conserve their cash because of diminishing returns.
http://sg-stock.blogspot.com/2020/04/what-will-companies-do-with-credit.html
Wednesday, April 8, 2020
Boustead - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 09/23/19 | CIMB | Boustead | 0.735 | 1 | Add | Sum of parts |
| 11/25/19 | CIMB | Boustead | 0.765 | 1 | Add | |
| 01/03/20 | CIMB | Boustead | 0.76 | 1 | Add | Sum of parts |
| 01/16/20 | UOB Kay Hian | Boustead | 0.78 | 0.92 | Buy | Sum of parts |
Best World - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 04/05/19 | DMG & Partners | Best World | 2.02 | 2.95 | Buy | |
| 04/16/19 | CLSA | Best World | 1.77 | 1.75 | Sell | Up from $1.29 |
| 04/26/19 | DMG & Partners | Best World | 1.62 | 0 | Cease Coverage | Suspension |
Banyan Tree - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 05/22/19 | phillip | Banyan Tree | 0.535 | 0.76 | Accumulate | Sum of parts, PB0.7x FY19 |
| 08/16/19 | phillip | Banyan Tree | 0.455 | 0.51 | Accumulate | Sum of parts, PB0.6x FY19 |
Stock calls for 8 April 2020
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 04/08/20 | OCBC | Capitamall Trust | 1.74 | 2.12 | Hold | |
| 04/08/20 | DMG & Partners | CSE Global | 0.38 | 0.54 | Buy | PER12x FY20 |
| 04/08/20 | Kim Eng | DBS | 19.11 | 21.99 | Buy | |
| 04/08/20 | DBS Vickers | Mapletree Logistics | 1.63 | 1.85 | Buy | |
| 04/08/20 | Kim Eng | OCBC | 8.93 | 10.32 | Buy | |
| 04/08/20 | CIMB | SPH | 1.6 | 1.57 | Hold | Sum of parts |
| 04/08/20 | Lim & Tan | SPH | 1.6 | 0 | Sell | |
| 04/08/20 | DBS Vickers | SPH | 1.6 | 1.56 | Hold | |
| 04/08/20 | Kim Eng | UOB | 20.15 | 22.55 | Buy | |
| 04/08/20 | DBS Vickers | Yangzijiang | 0.915 | 1.5 | Buy | Sum of parts |
Why am I not interested in REITs and business trusts? - Part 2
https://sg.finance.yahoo.com/news/a-us-100-billion-reit-rout-pulverises-family-fortunes-across-asia-022303086.html
After we had highlighted the risky REITs and Business Trusts' businesses, Bloomberg published an article to inflict more pain on them.
http://sg-stock.blogspot.com/2020/04/why-am-i-not-interested-in-reits-and.html
REITs and Business Trusts have to defer rental payments to help out the tenants and this will cause them to terminate or reduce their dividend payouts as their cash flows are being affected.
If the tenants close their businesses, the vacancy rates will spike up and the banks will re-evaluate their credit risks which will ensue in loan recalls and top-ups. Many retailers are defaulting on their rental payments illegally because of covid-19 outbreaks now.
https://www.bloomberg.com/news/articles/2020-04-04/coronavirus-landlords-in-peril-as-retailers-refuse-to-pay-rent
After we had highlighted the risky REITs and Business Trusts' businesses, Bloomberg published an article to inflict more pain on them.
http://sg-stock.blogspot.com/2020/04/why-am-i-not-interested-in-reits-and.html
REITs and Business Trusts have to defer rental payments to help out the tenants and this will cause them to terminate or reduce their dividend payouts as their cash flows are being affected.
If the tenants close their businesses, the vacancy rates will spike up and the banks will re-evaluate their credit risks which will ensue in loan recalls and top-ups. Many retailers are defaulting on their rental payments illegally because of covid-19 outbreaks now.
https://www.bloomberg.com/news/articles/2020-04-04/coronavirus-landlords-in-peril-as-retailers-refuse-to-pay-rent
China has more patents than US now!
https://finance.yahoo.com/news/first-china-knocks-u-top-120842062.html
The US had been accusing China of stealing its technologies because the US held the most patents in the world.
However, things have started to change now. China has already overtaken the US in international patent filings. Thus, China can start to accuse the US of stealing China's technologies now especially in 5G and quantum technologies.
Yeah!
The US had been accusing China of stealing its technologies because the US held the most patents in the world.
However, things have started to change now. China has already overtaken the US in international patent filings. Thus, China can start to accuse the US of stealing China's technologies now especially in 5G and quantum technologies.
Yeah!
Tuesday, April 7, 2020
Is the US preparing for a small scale war now?
The US is trying to recall 1m reservists now.
https://finance.yahoo.com/news/trump-calls-reserves-coronavirus-battle-235113292.html
The US is also trying to get Americans overseas to return home.
https://thehill.com/changing-america/resilience/natural-disasters/490477-pompeo-americans-who-wish-to-return-home-from
These 2 actions are very uncanny in my eyes. Why?
China didn't activate its reservists to handle the virus outbreak but used only its active military personnel. China also didn't try to get all its Chinese overseas back home as this would pose a high risk of imported cases.
It looks like the US is preparing for a small scale war instead of handling the virus outbreak. The US always starts a war when it has a homefront problem that it cannot handle. The homefront problems in the US are the covid-19 outbreak and the low oil price that is hurting its shale oil producers.
Which country will the US attack this time?
Anybody wanna make a guess?
https://finance.yahoo.com/news/trump-calls-reserves-coronavirus-battle-235113292.html
The US is also trying to get Americans overseas to return home.
https://thehill.com/changing-america/resilience/natural-disasters/490477-pompeo-americans-who-wish-to-return-home-from
These 2 actions are very uncanny in my eyes. Why?
China didn't activate its reservists to handle the virus outbreak but used only its active military personnel. China also didn't try to get all its Chinese overseas back home as this would pose a high risk of imported cases.
It looks like the US is preparing for a small scale war instead of handling the virus outbreak. The US always starts a war when it has a homefront problem that it cannot handle. The homefront problems in the US are the covid-19 outbreak and the low oil price that is hurting its shale oil producers.
Which country will the US attack this time?
Anybody wanna make a guess?
An American doctor told the truth about covid-19 situation in the US.
Avi-Tech - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 07/16/19 | DMG & Partners | Avi-Tech | 0.28 | 0.27 | Neutral | DCF |
| 08/29/19 | Lim & Tan | Avi-Tech | 0.27 | 0 | Buy | |
| 09/10/19 | DMG & Partners | Avi-Tech | 0.31 | 0.31 | Neutral | DCF |
| 10/08/19 | DMG & Partners | Avi-Tech | 0.34 | 0.31 | Neutral | |
| 11/07/19 | DMG & Partners | Avi-Tech | 0.35 | 0.41 | Buy | DCF |
| 12/10/19 | DMG & Partners | Avi-Tech | 0.4 | 0.44 | Buy | DCF |
| 02/17/20 | DMG & Partners | Avi-Tech | 0.39 | 0.5 | Buy | DCF |
| 02/20/20 | UOB Kay Hian | Avi-Tech | 0.42 | 0.57 | Buy | |
| 03/30/20 | DMG & Partners | Avi-Tech | 0.325 | 0.5 | Buy | |
| 04/07/20 | DMG & Partners | Avi-Tech | 0.305 | 0.5 | Buy |
Asian Healthcare - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 02/21/20 | Tayrona | Asian Healthcare | 0.192 | 0.305 | Overweight | DDM, PER14.5x FY22 |
Ascendas India Trust - Stock calls
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 04/29/19 | DBS Vickers | Ascendas India Trust | 1.27 | 1.4 | Buy | DDM |
| 07/29/19 | DBS Vickers | Ascendas India Trust | 1.42 | 1.55 | Buy | |
| 10/25/19 | DBS Vickers | Ascendas India Trust | 1.55 | 1.65 | Buy | DDM |
| 12/19/19 | DBS Vickers | Ascendas India Trust | 1.53 | 1.65 | Buy | |
| 02/04/20 | DBS Vickers | Ascendas India Trust | 1.58 | 1.65 | Buy | |
| 02/07/20 | DBS Vickers | Ascendas India Trust | 1.65 | 1.85 | Buy | |
| 03/02/20 | DBS Vickers | Ascendas India Trust | 1.65 | 1.85 | Buy |
Stock calls for 7 April 2020
| Date | Analyst | Company | Last | Target | Call | Valuation |
| 04/07/20 | DMG & Partners | Avi-Tech | 0.305 | 0.5 | Buy | |
| 04/07/20 | DMG & Partners | Capitaland | 2.74 | 4.2 | Buy | |
| 04/07/20 | DMG & Partners | CSE Global | 0.35 | 0.73 | Buy | |
| 04/07/20 | DMG & Partners | ESR-Reit | 0.245 | 0.5 | Buy | |
| 04/07/20 | DMG & Partners | Fu Yu | 0.199 | 0.32 | Buy | |
| 04/07/20 | DMG & Partners | Keppel Corp | 5.51 | 7.6 | Buy | |
| 04/07/20 | DMG & Partners | Manulife US Reit | 0.665 | 0.88 | Buy | |
| 04/07/20 | DMG & Partners | Oxley | 0.199 | 0.36 | Buy | |
| 04/07/20 | DMG & Partners | SGX | 9.33 | 9.1 | Neutral | PER23x FY21 |
| 04/07/20 | DMG & Partners | ST Engineering | 3.03 | 4.9 | Buy | |
| 04/07/20 | DMG & Partners | Wilmar | 3.4 | 4.3 | Buy |
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