I went to the SGX Fish market and overheard many stall-owner
shouting at the top of their voice, and here is what I recalled:
GS took a look at our Property stocks and said that some need
to slim down and take a weight-loss.
GS viewed WingTai at a SELL, with TP at only $1.12
UOL was given a NEUTRAL with TP at $3.42
Capitaland was told to take a TP weight-cut to $5.20,
with City Development weight-cut to $9.10,
Keppel Land TP now at $4.66, and Allgreen not so green now with
TP become $0.90
- If the property stock price really drop to such prices, then I know
we will have a overnight buy queue, but come to think again,
maybe not many will dare to buy at a discounted price thinking
it is not cheap yet. Then you can keep on waiting, another rabbit will
get killed when it bang on the tree you are waiting beside again.
(If you know chinese idiom, you should know the meaning)
The rest of the rumours are quite messy, or maybe noisy:
For some downgrades:
CS told Saizen Reit to sim down and give it a Underperform rating,
and UBS reduced Tiong Woon TP by a big drop of about 50% to $0.58,
while BNP also follow suit and give Sim Lian a downgraded TP at $0.61
Ok, enough of bad rumours, now for some better rumours from
some Fishmongers:
Nomura said that Hyflux deserve a BUY rating now, MS also upgraded
STX to Overweight, and Macquarie also upgraded SGX to Outperform.
Lastly, HSBC upgraded CSM to Neutral. Incidentally in another rumour
overheard, HSBC's report Asian Equity Strategy report dated 22Aug said
that "Recession don't forever" and "Judging by history, the US recession
will be over before end-08"
- I don't know how true are all these rumours by all these fishmongers,
but I only know that fishes are still selling very well,
and I will visit the meat and fruit stall next time.
If you do spot a great discount bargain, do you dare to buy??
By the way, I still have not get a haircut yet, but who cares?
Search for your stock recommendation here:
Monday, September 1, 2008
Rumours overheard today and days ago from the SGX Fish market??!!
Friday, August 8, 2008
Rumours overheard today 08082008!! HUAT!!
Today number 1 rumour got to be on our Dearest DBS who just reported result:
CS look like not so happy with DBS result and CUT the TP to $20.50 and
downgrade to UNDERPERFORM,
MS follows the same way and also CUT the TP to a terribly-low $15.50 (OMG!!)
and downgrade to UNDERWEIGHT (better put on more weights, haha),
Citi has the same view and also slim the TP to $20.85, but said still maintain BUY,
BNP however said," You guys are wrong!!" It UP the rating to BUY and give
a TP of $22.70!
Look like our Dearest DBS has to wake up its idea and buck up
to win back more support!
UBS target-on NOL become $2.20, and same CUT to a SELL rating.
(Look like NOL will become Number-One-Loser???)
Citi is always awake, it don't like to sleep,
so it say OCBC also don't sleep too much now that
it has been CUT to SELL and only TP $8.35 now.
JPM also said "You are Right!" TP become $8.00, but
give you a NEUTRAL rating first.
CS said that Starhub is only worth the TP of $2.55, and
can only achieve a UNDERPERFORM rating.
(Well, look like SH can/may increase the Premier League
fee to boost up its margin, OMG, please don't do so!!)
Thursday, August 7, 2008
Rumours overheard today 7 Aug
Overheard that:
Citi CUT China Sky Target Price to $1.03 but still is a BUY rating,
Citi also CUT Starhub TP to $3.05 but same at a BUY rating.
Macquarie rate Keppel Corp at Outperform, but TP become $13
CS CUT Semb Corp TP to $5.50, but still is a BUY rating
Daiwa CUT UOB to $21.35, rating become HOLD
JPM quite busy today, CUT Starhub TP to $3.50, CUT Semb Coro to $5.50,
but both still at OVERWEIGHT rating
Monday, August 4, 2008
Rumours overheard today 4Aug
Now being the reporting season, there are lots of
rumours in the air, so I just grab some and
share it here.
Overheard that:
CS rate Capitaland at HOLD but reduce Target Price (TP) to $5.16
GS said that Wilmar is still good to BUY , TP raised 20cts to $6.20
but GS cut Capitaland by 40cts to $6.40.
UBS agreed with GS, and also cut TP to $7, although still said worth
a BUY rating.
Citi downgraded both Jardine Matheson and Strategic.
(I like this 2 stocks, but because of current lousy sentiment,
look like I can get them cheaper)
Tuesday, April 8, 2008
Research Report on Singtel by ML, Raffles Education by CS and Asia Plantation Stocks by BNP
Singtel 7 April ML
http://www.mediafire.com/?t1sizjxoonb
Raffles Education 8 April CS
http://www.mediafire.com/?p1eoy39injx
Asia Plantation Stocks 7 April BNP
http://www.mediafire.com/?hnuefwcd1on
Friday, March 28, 2008
CS Asian Daily, KS Energy by Daiwa, CapitaComm Trust by Macquarie & Olam by UBS
CS Asian Daily 28 Mar
http://www.mediafire.com/?jwnizeywab1
KS Energy 27 Mar: Daiwa
http://www.mediafire.com/?dodk3yj31zf
CapitaComm Trust 27 Mar: Macquarie
http://www.mediafire.com/?ngs9ljtumze
Olam 27 Mar: UBS
http://www.mediafire.com/?y8r3ycebnjh
Thursday, March 20, 2008
Asian Daily CS: Allco Reit Downgraded
Asian Daily CS: Allco Reit Downgraded
http://www.mediafire.com/?qbgo2x7d5sj
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
Tuesday, March 18, 2008
Asia Market Strategy and Asian Daily 18 Mar - CS
Asia Market Strategy - CS
Asia Markets to correct another 20-35% before bottom.
http://www.mediafire.com/?ixz1xz24t2v
Asian Daily 18 Mar - CS
http://www.mediafire.com/?4zntctdzojs
Monday, March 17, 2008
CS Asian Daily 17 Mar - Singapore Retail Reits initiate with OP
CS Asian Daily 17 Mar - Singapore Retail Reits initiate with OP
http://www.mediafire.com/?jftnggmbj0m
Friday, March 14, 2008
CS Asian Daily 14 Mar - Unisteel & Datacraft by DB
CS Asian Daily 14 Mar - Unisteel
http://www.mediafire.com/?dl5tjp28zmj
Datacraft 13 Mar - Deutsche Bank
http://www.mediafire.com/?fl0nzhozy0g
Thursday, March 13, 2008
Research Report on Tat Hong, Sg Banks, A-Reit
Research Report on Tat Hong and Asian Daily by CS 13 Mar
http://www.mediafire.com/?j4zfynnitrz
http://www.mediafire.com/?3emwdeum1m1
Research Report on Singapore Bank by UBS 11Mar
http://www.mediafire.com/?joygk0t3nrn
Research Report on A-Reit by JPM 13 Mar
http://www.mediafire.com/?b2vzn5zdbmu
Wednesday, March 12, 2008
Asian Daily - CS: Allco Commercial Reit, Tat Hong by Citi and SGX by ML
Asian Daily 12Mar - CS: Allco Commercial Reit
http://www.mediafire.com/?msjyzjj9ozl
Tat Hong Holdings 11Mar - Citi
http://www.mediafire.com/?zjvo9p31ys1
SGX 12Mar - ML
http://www.mediafire.com/?tim3pdqt2ma
Tuesday, March 11, 2008
Research Report on SMRT by DB, Guocoland by JPM & STX by CS
Research Report on SMRT on 10 Mar by DB
http://www.mediafire.com/download.php?duxjxtx1xg5
Research Report on STX on 11 Mar by CS
http://www.mediafire.com/download.php?fdjdjlidg5t
Research Report on Guocoland on 11 Mar by JPM
http://www.mediafire.com/?nrmmex1zssf
CS Asian Daily 11 Mar - Hyflux and Midas OP
CS Asian Daily 11 Mar - Hyflux and Midas OP
http://uploading.com/en/files/YUEVQPTU/CS%20Asian%20Daily%2011Mar.pdf.html
Monday, March 3, 2008
Research Report - First Resources & CS Asian Daily
Ok, I have find a file hosting site, and
I have upload 2 reports for testing.
1. First Resources Initial at Buy by Citi on 29 Feb
http://www.uploading.com/en/files/2HBDZ949/First%20Resources_Initiating%20at%20Buy%20Citi%20290208.pdf.html
2. CS Asian Daily 03 March
http://www.uploading.com/en/files/GUTOG1ZY/CS%20Asian%20Daily%20030308.pdf.html
The file hosting site that I using now is Uploading.com,
and they required downloader to wait up to 1 min
before able to start downloading, and they will
show up adverts which maybe offensive to
the ladies. (I saw one advert while doing testing)
So sorry for that.
After the 1 min wait, there is a Download button.
You can simply right-click at the button, and "save as"
to download the file to your PC.
Or if you want to view it online, just click on
the Download button.
I welcome any better suggestion to file hosting site
or whatsoever.
Disclaimers:
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!