Rumours overheard today and days ago??!!

Overheard that GS DOWN Keppel Corp and Guccoland target price (TP),
Keppel Corp got dropped to $13, and Gucco dropped to $2.50.
CLSA follow suit and DOWN SGX and Capitacommercial Trust too,
SGX got downgraded to Underperform and become a SELL now.
Capita TP reduced to $2.29.

UBS said in their reports that they downgraded both K-Reit and Macquarie Prime Reit
to SELL, K-Reit TP become $0.93, and Prime Reit become $0.95
By the way, Macquarie also said K-reit need to slim down,
and the TP at $1.25

Citi is busier in their reports, our 3 local banks all got a SELL rating,
DBS TP at $16.75, UOB at $17.60, the smaller OCBC at $7.60
- Frankly, if they dropped further, it will be a great bargain,
because as and when the economy recovers, the banks share
will lead the charge, and the surge will be Fast and Furious.

Other stories include CapitaMall Trust become a BUY now with TP at $3.30,
but Raffles Edu got downgraded to HOLD with TP at $0.95
- I believe Raffles Edu is still in an aggressive M&A move,
they are hungry to continue expanding their student
and campus' reach, but their main issue is they need$$$,
and that will mean either incurring more debts, or as usual,
issuing new shares.
I wonder why they don't want to try to sell to OHL,
if he is in, then its share price and future will look
rosier.
Just a wild wishful thought on my side.

Big Brother Lehman also continue the cutting trend, and
this time is our beloved 2 telcos.
Starhub TP is at $3.08, and Singtel become a Equalweight now.
- Incidentally if you have read some FA books, the rating
of Equalweight is equivalent to a SELL rating,
just at a nicer-phrased word.


On a lesser note, DB said the Property company WingTai is expensive now,
so need to put the TP at $1.45 now.
- I don't really know about the stock, but I know WingTai's property
project's standard and class. This is just my view and not an advertisement!
HaHe....
ML also downgraded City Dev to Neutral.
- I know of an old-friend who is a die-hard supporter of
City Dev, not the properties, but its shares. I better ask him
how many shares he has accumulated all this years,
maybe he has become a Substantial Shareholder now??!! OMG!!

Jap Nomura securities also join in the reports and downgraded Noble
to a not-so noble TP of $2.29
-I consider Noble as a mid-cap, in the same category as Olam and
Straits Asia, and I strongly they will never become a small-cap
again even if the market keep falling down the cliff.
Frankly, the chances of them becoming a big-cap when
the market recovers is higher than it tumble down to
the hard floor.

Looking at all these CUT and Downgrade reports,
I have only one thing in my mind...........
It's time for me to get a hairCUT, and "Downgrade"
my spending on certain brands of products.

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

Research Report on Sg Banks by MS & Starhub by DB

Sg Banks 13 Mar - MS
http://www.mediafire.com/?ndzc3ebjs5r

Starhub 13 Mar - DB
http://www.mediafire.com/?ujovlgnz2i0

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

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

5 Research Reports on Capitaland

I have zip up 5 foreign research report on Capitaland
into one. They are from UBS, Nomura, Lehman Brothers,
Goldman Sachs and Deutsche Bank.

http://www.uploading.com/en/files/OLHTS7AK/Capitaland 5 Reports.zip.html