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Monday, September 7, 2020

Stock calls for 7 September 2020

DateAnalystCompanyLastTargetCallValuation
09/07/20Kim EngCapitamall Trust1.932.35BuyDDM
09/07/20DBS VickersChina Aviation Oil0.941.2Buy
09/07/20Lim & TanCSE Global0.4950Buy
09/07/20phillipDBS20.6821Accumulate
09/07/20PhillipFrasers Centrepoint Trust2.642.79AccumulateDDM
09/07/20UOB Kay HianFrasers Centrepoint Trust2.643.1BuyDDM
09/07/20Kim EngFrasers Centrepoint Trust2.642.54Hold
09/07/20CIMBFrasers Property1.171.7Add
09/07/20DBS VickersFrencken11.43Buy
09/07/20DBS VickersHutchison Port0.1060.14Buy
09/07/20AmfrasersJiutian0.050.068Outperform
09/07/20PhillipMicro-Mechanics2.22.5BuyPER18x FY21
09/07/20phillipOCBC8.568.92Accumulate
09/07/20DBS VickersSIA Engineering1.852.4Buy
09/07/20AmfrasersSilverlake0.310.31NeutralPER13x FY21
09/07/20DBS VickersSingtel2.272.69Buy
09/07/20DBS VickersST Engineering3.423.8Buy
09/07/20DBS VickersUMS1.011.37Buy
09/07/20phillipUOB19.4520.4Accumulate
09/07/20DBS VickersVenture19.0620.7Buy
09/07/20DBS VickersWilmar4.375.28Buy

Western journalists loved to criticize HK police over its crackdown on HK protestors. Let's look at the US police then.

The US police crackdown on the protestors is in no way more gentle than the HK police.  They also use tear gas and pepper bombs without fear and indiscriminately against anyone standing in front of them.

Since the HK protestors like to carry the US flags during their protests, then HK police must do exactly what the US police is doing since the HK protestors connive the US police crackdown.

 

Sunday, September 6, 2020

US police treatment of a defenceless woman is a serious violation of human rights.

 

The international human rights groups are keeping their silence about this violation but they're so eager to criticize the HK police when the HK police pale in comparison to the US police.

Baltic dry index - 1362

 

Related stock: Sembcorp Marine, Cosco & Pan ocean.

US rig count - 898


 Related stock: Keppel Corp, Sembcorp Marine & Cosco.

Saturday, September 5, 2020

The truth behind the covid-19 outbreak is revealed.

The UK and China scientific research showed that the ancestral covid-19 virus came from the US.  The French scientists also proclaimed that COVID virus didn't come from China.

http://sg-stock.blogspot.com/2020/05/what-are-scientific-analyses-for-origin.html

There are currently 2 scientific analyses to trace the origin of COVID-19.

China used genome sequencing (Haplotype analysis) which categorizes COVID-19 virus into 2 strains and 5 generations.  China scientists traced the ancestral H38 back to the US and the US had all 5 generations in its early outbreak.

Cambridge University scientists used Phylogenetic network analysis which categorized the COVID-19 virus into 3 strains (A-type, B-type & C-type).  Cambridge University scientists discovered that the ancestral A-type virus was predominantly found in the US.

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

http://sg-stock.blogspot.com/2020/04/french-scientists-said-that-its-covid.html

Genome sequencing seems to be the preferred scientific method to trace the origin of the virus because China, Malaysia and New Zealand use it (from public resources).

http://sg-stock.blogspot.com/2020/08/new-zealand-is-using-genome-sequencing.html

Since China and the UK have traced the ancestral COVID virus back to the US, we will try to look for the first virus outbreak in the US then.

Chronological events: 

July 2019: There seemed to be a virus leakage in Fort Detrick which resulted in it being shut down in August 2019.

https://www.nytimes.com/2019/08/05/health/germs-fort-detrick-biohazard.html

July 2019: Consequently, a pneumonia outbreak started in the Virginian retirement community.

https://abcnews.go.com/US/respiratory-outbreak-investigated-retirement-community-54-residents-fall/story?id=64275865

Fort Detrick is just an hour's drive away from the Virginian retirement community.  The short distance between the 2 locations helps to explain the outbreak in the retirement community.

October 2019: The US soldiers went to Wuhan for the Military World Game but didn't win any gold medal.

https://www.globaltimes.cn/content/1183658.shtml

http://sg-stock.blogspot.com/2020/03/japan-and-russia-alleged-that-covid-19.html

One of the US soldiers in Wuhan, SGT Benassi, was based in Fort Meade which was just an hour's drive from Fort Detrick.  She was suspected to be the one who brought the virus to Wuhan.

https://www.army.mil/article/228879/us_women_finish_8th_despite_crash_in_50_mile_cycling_road_race

The picture is becoming crystal clear now.  The COVID-19 outbreak originated in Fort Detrick and infected the Virginian retirement community and Fort Meade.  This was the only plausible reason that genome sequencing in China and the UK traced the ancestral COVID virus back to the USA.

Case closed!

Friday, September 4, 2020

SIIC - Stock calls

 

DateAnalystCompanyLastTargetCallValuation
08/13/19DBS VickersSIIC0.2350.265Hold

SIA Engineering - Stock calls

DateAnalystCompanyLastTargetCallValuation
07/02/19Kim EngSIA Engineering2.512.85Buy
07/05/19DBS VickersSIA Engineering2.723.01Buy
07/08/19CIMBSIA Engineering2.893.11AddDCF
07/29/19UOB Kay HianSIA Engineering2.652.55HoldDCF, Buy @ $2.40
07/29/19OCBCSIA Engineering2.652.43Hold
07/30/19Kim EngSIA Engineering2.682.85Hold
09/02/19Kim EngSIA Engineering2.432.85BuyDCF
11/04/19Lim & TanSIA Engineering2.650Hold
11/05/19UOB Kay HianSIA Engineering2.773.13Buy
11/05/19DBS VickersSIA Engineering2.773.3BuySum of parts
11/05/19OCBCSIA Engineering2.772.86Hold
11/05/19CIMBSIA Engineering2.773.3AddDCF
11/26/19Kim EngSIA Engineering2.853Buy
12/27/19CIMBSIA Engineering2.823.3Add
02/04/20UOB Kay HianSIA Engineering2.583.13BuyDDM
02/10/20Lim & TanSIA Engineering2.610Hold
02/11/20OCBCSIA Engineering2.592.41Sell
03/20/20DBS VickersSIA Engineering1.561.35Fully ValuedSum of parts
05/12/20UOB Kay HianSIA Engineering1.821.57SellDDM
06/08/20DBS VickersSIA Engineering2.222.3HoldSum of parts (15% premium)
07/20/20CIMBSIA Engineering1.961.78Hold
07/20/20DBS VickersSIA Engineering1.962.1HoldSum of parts (15% premium)
07/21/20OCBCSIA Engineering1.971.8Sell
08/18/20DBS VickersSIA Engineering1.862.4BuySum of parts

SIA - Stock calls

DateAnalystCompanyLastTargetCallValuation
08/01/19UOB Kay HianSIA9.679.5HoldSum of parts, Buy @ $9.10
08/01/19DBS VickersSIA9.6710.8BuyPB0.95x FY20
08/01/19Lim & TanSIA9.670Hold
08/02/19CIMBSIA9.210.04HoldPB0.9x CY19
09/19/19UOB Kay HianSIA9.159.5HoldSum of parts, Buy @ $8.70
10/17/19UOB Kay HianSIA9.169.5HoldBuy @ $9
11/06/19CIMBSIA9.4310HoldPB0.9x CY19
11/06/19Kim EngSIA9.4310.7BuyPB1x FY21
11/07/19OCBCSIA9.1810.46Buy
11/07/19UOB Kay HianSIA9.189.4HoldBuy @ $8.70
11/07/19DBS VickersSIA9.1810.4BuyPB0.95x FY20
01/10/20UOB Kay HianSIA8.939.1HoldSum of parts, Buy @ $8.60
01/14/20DBS VickersSIA8.9510.4Buy
01/14/20Citi ResearchSIA8.957.26BuyEx-rights target price
02/04/20UOB Kay HianSIA8.499.1HoldBuy @ $8.40
02/06/20CIMBSIA8.598.46HoldPB0.86x CY20
02/10/20DBS VickersSIA8.5810.4BuyPB0.95x FY20
02/18/20OCBCSIA8.669.9Buy
03/13/20CIMBSIA7.348HoldPB0.86x
03/19/20DBS VickersSIA6.536.6HoldPB0.85x
03/20/20OCBCSIA6.126.6Hold
03/23/20UOB Kay HianSIA6.026.6HoldBuy @ $5.7 (PB0.5x)
03/30/20UOB Kay HianSIA6.085.8HoldSum of parts, Buy @ $5.2
03/30/20Citi ResearchSIA6.082.82SellEx-rights target price
04/03/20CIMBSIA5.656.27HoldEx-rights price $4.25
04/03/20DIRSIA5.655.54Hold
05/06/20CIMBSIA5.914.45HoldPB0.84x, Ex-rights
05/15/20Citi ResearchSIA3.814Sell
05/15/20CIMBSIA3.814.6AddPB0.84x
05/18/20UOB Kay HianSIA3.94.34BuyPB0.9x
06/03/20Lim & TanSIA4.110Take Profit
06/18/20UOB Kay HianSIA4.133.8SellPB0.8x
07/16/20Lim & TanSIA3.770Sell
07/30/20DBS VickersSIA3.533.75HoldPB0.8x FY21/22
07/30/20CIMBSIA3.533.55HoldPB0.84x FY22
08/03/20UOB Kay HianSIA3.423.64HoldBuy @ $3.20
08/04/20OCBCSIA3.313.5Hold

Stock calls for 4 September 2020

DateAnalystCompanyLastTargetCallValuation
09/04/20DBS VickersComfortdelgro1.511.96BuyPB1.6x FY21
09/04/20CIMBFrasers Centrepoint Trust2.542.83AddDDM
09/04/20Lim & TanFrasers Centrepoint Trust2.540Hold
09/04/20DBS VickersParkway Life3.894Buy
09/04/20Lim & TanPenguin0.4250Buy
09/04/20CIMBSATS3.013HoldDCF & PB2.1x FY21

We warned you about the abnormality of the stock market just before the heavy fall, didn't we?

https://finance.yahoo.com/news/mystery-solved-days-vix-warned-172725636.html

We did warn about the abnormality in the synchronization of VIX and S&P just before the heavy market fall.

http://sg-stock.blogspot.com/2020/09/different-market-sectors-are-in.html


Thursday, September 3, 2020

Sheng Siong - Stock calls

DateAnalystCompanyLastTargetCallValuation
07/02/19DMG & PartnersSheng Siong1.11.23Buy
07/15/19phillipSheng Siong1.11.3BuyPER25x
07/16/19Kim EngSheng Siong1.090.95SellDCF
07/30/19DMG & PartnersSheng Siong1.111.32BuyDCF
07/30/19DBS VickersSheng Siong1.111.32BuyPER25x FY20
07/31/19Kim EngSheng Siong1.150.96SellDCF
07/31/19OCBCSheng Siong1.151.19Buy
07/31/19CIMBSheng Siong1.151.25Add
08/01/19phillipSheng Siong1.161.3AccumulatePER25x FY19
08/06/19AmfrasersSheng Siong1.161.27Outperform
08/13/19Kim EngSheng Siong1.180.96SellDCF
08/23/19DMG & PartnersSheng Siong1.161.32Buy
09/11/19DMG & PartnersSheng Siong1.21.32Buy
10/01/19DBS VickersSheng Siong1.111.32BuyPER25x FY20
10/02/19DMG & PartnersSheng Siong1.131.32BuyDCF
10/11/19phillipSheng Siong1.161.3Accumulate
10/14/19Kim EngSheng Siong1.150.96SellDCF
11/01/19UOB Kay HianSheng Siong1.171.27HoldBuy @ $1.14
11/01/19DMG & PartnersSheng Siong1.171.32Buy
11/01/19Kim EngSheng Siong1.171SellDCF
11/01/19DBS VickersSheng Siong1.171.32Buy
11/04/19phillipSheng Siong1.181.32AccumulatePER25x
11/04/19AmfrasersSheng Siong1.181.35Outperform
11/04/19CIMBSheng Siong1.181.3AddPER22.5x CY20
11/04/19OCBCSheng Siong1.181.21Hold
12/10/19DMG & PartnersSheng Siong1.241.39BuyDCF
01/06/20DBS VickersSheng Siong1.31.32Buy
01/08/20DMG & PartnersSheng Siong1.261.39Buy
01/13/20UOB Kay HianSheng Siong1.271.29HoldBuy @ $1.19
01/23/20DBS VickersSheng Siong1.261.41BuyPER25x FY20
02/19/20CIMBSheng Siong1.291.46AddPER24x
02/24/20phillipSheng Siong1.291.41AccumulatePER25x FY20
02/24/20DMG & PartnersSheng Siong1.291.42BuyDCF & PER22x
02/24/20DBS VickersSheng Siong1.291.45BuyPER25x FY20
02/25/20OCBCSheng Siong1.291.45Buy
03/10/20AmfrasersSheng Siong1.211.4Outperform
03/18/20DMG & PartnersSheng Siong1.051.42BuyDCF
04/06/20DBS VickersSheng Siong1.221.45Buy
04/06/20CIMBSheng Siong1.221.42Add
04/09/20DMG & PartnersSheng Siong1.311.42BuyDCF
04/15/20DBS VickersSheng Siong1.351.5Buy
04/22/20DBS VickersSheng Siong1.451.56Buy
04/29/20DMG & PartnersSheng Siong1.461.63BuyDCF
04/29/20DBS VickersSheng Siong1.461.58BuyPER25x FY20
04/29/20Lim & TanSheng Siong1.460Hold
04/30/20phillipSheng Siong1.491.58AccumulatePER25x
04/30/20UOB Kay HianSheng Siong1.491.5HoldBuy @ $1.35
04/30/20OCBCSheng Siong1.491.64Buy
05/01/20AmfrasersSheng Siong1.491.46Neutral
05/19/20DBS VickersSheng Siong1.561.66BuyPER25x FY21
05/29/20DMG & PartnersSheng Siong1.521.72BuyDCF
06/08/20DMG & PartnersSheng Siong1.561.72BuyDCF
06/22/20phillipSheng Siong1.540Hold
07/30/20DBS VickersSheng Siong1.731.91BuyPER25x FY21
08/03/20phillipSheng Siong1.71.65NeutralPER25x FY21
08/03/20DMG & PartnersSheng Siong1.71.87BuyDCF
08/04/20OCBCSheng Siong1.691.85Hold
08/06/20AmfrasersSheng Siong1.841.58Neutral

Shangri-La Asia - Stock calls

DateAnalystCompanyLastTargetCallValuation
08/26/19OCBCShangri-La Asia8.313.9Buy

SGX - Stock calls

DateAnalystCompanyLastTargetCallValuation
07/15/19phillipSGX7.998.09AccumulatePER21.4x
07/15/19Credit SuisseSGX7.997.1Underperform
07/15/19Citi ResearchSGX7.997.23Sell
08/01/19DMG & PartnersSGX7.928.1NeutralPER23x FY20
08/01/19DBS VickersSGX7.928.3BuyDDM
08/02/19phillipSGX7.788.09AccumulatePER21x
08/05/19CIMBSGX7.988.1HoldPER21.5x
08/05/19JefferiesSGX7.989Buy
10/02/19phillipSGX8.58.6AccumulatePER22x
10/02/19JefferiesSGX8.59Hold
10/02/19Citi ResearchSGX8.58Sell
10/02/19OCBCSGX8.57.6Hold
10/09/19DMG & PartnersSGX8.48.1NeutralPER23x FY20
10/09/19Credit SuisseSGX8.47.2Underperform
10/25/19DMG & PartnersSGX8.288.3NeutralPER23x FY20
10/25/19CIMBSGX8.289AddPER22.4x FY20
10/25/19OCBCSGX8.288.6HoldPER22x FY20
10/25/19DBS VickersSGX8.288.9BuyDDM, PER21x FY20
11/25/19phillipSGX8.978.6NeutralPER22x
11/25/19Credit SuisseSGX8.977.7Underperform
11/25/19Citi ResearchSGX8.978.75Hold
01/02/20DMG & PartnersSGX8.868.8NeutralPER23x FY21
01/24/20DBS VickersSGX8.829.6BuyDDM, PER21x FY21
01/31/20phillipSGX8.78.52NeutralPER21.5x
02/19/20MacquarieSGX9.1510Outperform
02/19/20JefferiesSGX9.159.2Hold
03/05/20MacquarieSGX9.0510Outperform
03/05/20CIMBSGX9.059.4Add
03/05/20Citi ResearchSGX9.059.6Buy
03/13/20Credit SuisseSGX8.698.7Neutral
04/07/20DMG & PartnersSGX9.339.1NeutralPER23x FY21
04/07/20Citi ResearchSGX9.3310.8Buy
04/07/20CIMBSGX9.3310.5Add
04/07/20JefferiesSGX9.339.3Hold
04/24/20Citi ResearchSGX10.1610Hold
04/24/20DMG & PartnersSGX10.169.7NeutralPER24x FY21
04/24/20Lim & TanSGX10.160Sell
04/27/20phillipSGX9.649.28NeutralPER21.4x
04/27/20DBS VickersSGX9.6410HoldDDM
04/27/20OCBCSGX9.649.3HoldPER23.3x FY21
04/27/20JefferiesSGX9.649.1Hold
05/28/20MacquarieSGX8.7511Outperform
05/28/20DMG & PartnersSGX8.758.6HoldPER24x FY21
05/28/20DBS VickersSGX8.757.4Fully ValuedDDM
05/28/20CIMBSGX8.758Reduce
05/28/20OCBCSGX8.758SellPER21.6x FY21
05/28/20JefferiesSGX8.758.5HoldPER23.5x
05/28/20Lim & TanSGX8.750Buy on weakness
06/24/20DMG & PartnersSGX89.2BuyPER24x FY21
06/30/20DBS VickersSGX8.067.4Fully Valued
06/30/20CIMBSGX8.068Hold
07/01/20DMG & PartnersSGX8.349.2Buy
07/09/10Lim & TanSGX8.260Trading Buy
08/03/20phillipSGX8.179.45BuyPER21.4x
08/03/20CIMBSGX8.179Add
08/03/20DMG & PartnersSGX8.179.2BuyPER24x FY21
08/03/20DBS VickersSGX8.178.4HoldDDM, PER21x FY21
08/03/20OCBCSGX8.178.3HoldPER21.3x FY21
08/26/20DMG & PartnersSGX8.639.5BuyPER24x FY21