I was looking for some food to eat when I saw lots of foreigner
rumour-monger gossiping near the fruit stall, so I just write
what I heard from the red-hair.
Brother Lehman has so many things not happy with our
Property stocks and Reits that he reduce them to Neutral,
but I can sense it is more like a "Sell".
Many property counters all went for a Haircut,
City Dev, Bukit Sembawang, SC Global and Keppel Land all down to Equalweight.
Big Shot Capitaland TP become $5.30 only.
2 Reits, Capitacommercial and K-Reit also went for haircut.
Capita TP become $1.9, and K-Reit is only worth $1.7 to Bro Leh.
- Come on SG prop counters, if you want to drop, better drop more
as then I can pick you up cheaply. The best if can SG property also
drop as much.
But seriously, do you think it is really possible??!!
I doubt so.....do you?
Jap Nomura also opened mouth and said that they like CDL Hospitality,
and its TP increase to $1.48 with a Outperform rating,
but they don't like C&O Pharm, and terrible C&O TP become
a mere $0.26 with a Neutral Hold.
Mr JPM don't like Kep Land, and here is what you get: TP reduced to $3.5
MS said Cosco deserve only an Equalweight call, so better wake up!
Macquarie from down-under don't like tech heavyweight Venture, and
the TP down to $15.50
-Look like Venture may need to venture out more, and I believe
it should be looking for M&A target, since it is the about-right way
to go now.
Seem like I need to visit more market and supermarket around
the neighbourhood as there are so many rumours and gossips
flying all around, and if you alert, it may mean a big windfall in disguise.
Crossing my fingers.......and tying up my hairs, as they are be
so naughty and unmanageable sometimes.
Search for your stock recommendation here:
Showing posts with label Property. Show all posts
Showing posts with label Property. Show all posts
Wednesday, September 3, 2008
Rumours overheard at SGX Fruit Market
Labels:
Bukit Sembawang,
CapitaComm Trust,
Capitaland,
CDL,
City Dev,
Cosco,
JPM,
K-Reit,
Keppel Land,
Lehman,
Macquarie,
Property,
SC Global,
Venture
Wednesday, April 2, 2008
Singapore Real Estate Developers - GS
Singapore Real Estate Developers - GS
http://www.mediafire.com/?dhpxzcwbh3d
Monday, March 31, 2008
Singapore Strategy by DB, Wilmar by GS & China Property by Citi
Singapore Strategy 31 Mar: DB (A Must-Read 34 Pages report)
http://www.mediafire.com/?1nqglhuinyk
Wilmar 28 Mar: GS
http://www.mediafire.com/?zvqiybz2gxj
China Property 27 Mar:Citi
http://www.mediafire.com/?myxx2wzhqoz
Wednesday, March 26, 2008
Singapore Residential Property & Singapore Strategy - Nomura
Singapore Residential Property 25 Mar: Nomura (46 pages)
http://www.mediafire.com/?vnwdxtzhgkj
Singapore Strategy: Nomura (Old Report dated 15 Nov 07, but it is 70 pages)
http://www.mediafire.com/?sgltcmnwuyw
Wednesday, March 19, 2008
Asian Daily - CS, Property News - Citi & China Energy - ML
Asian Daily - CS
http://www.mediafire.com/?p01yddhvbum
Property News - Citi
http://www.mediafire.com/?gzl5xm13mna
China Energy - ML
http://www.mediafire.com/?ue1ygtz2djz
Labels:
China Energy,
Citi,
CS,
ML,
Property
Subscribe to:
Posts (Atom)
Disclaimers:
The Research Report is for your general and private
reading, and it is not a recommendation for any stock investment/trading.
There are Risk and Reward involved in stock investment/trading.
Readers should exercise caution and judgement when
making investment/trading decision from the report.
Past performance is never a good indication of Future performance.
Readers should seek the advice of professional, adviser
for any stock decision.
I will not be held responsible for any loss incurred from
stock decision from reading the research report.
Caveat Emptor!
reading, and it is not a recommendation for any stock investment/trading.
There are Risk and Reward involved in stock investment/trading.
Readers should exercise caution and judgement when
making investment/trading decision from the report.
Past performance is never a good indication of Future performance.
Readers should seek the advice of professional, adviser
for any stock decision.
I will not be held responsible for any loss incurred from
stock decision from reading the research report.
Caveat Emptor!