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Showing posts with label CS. Show all posts
Showing posts with label CS. Show all posts

Monday, September 1, 2008

Rumours overheard today and days ago from the SGX Fish market??!!

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?

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)

Thursday, March 20, 2008

Asian Daily CS: Allco Reit Downgraded

Asian Daily CS: Allco Reit Downgraded
http://www.mediafire.com/?qbgo2x7d5sj

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

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

Tuesday, March 11, 2008

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:

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!