Rumours overheard at SGX Fruit Market

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.

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!!)

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

Research Report on Sihuan by Daiwa and 2 Reports on Cosco by JPM and MS

Sihuan Pharm 9 April Daiwa
http://www.mediafire.com/?w3fzviwodzi

Cosco 9 April MS
http://www.mediafire.com/?dmgc2wt1y58

Cosco 9 April JPM
http://www.mediafire.com/?m3ohq7xdzww

Important announcement coming soon.....

Research Report on Ezra by GS & JPM

Ezra 9April GS
http://www.mediafire.com/?s1jwmz3kjkt

Ezra 8April JPM
http://www.mediafire.com/?u2zndzygjkl

Research Report on Golden Agri by Nomura, China Sun Bio-chem by ML & Singapore Banks by JPM

Golden Agri 3 April Nomura
http://www.mediafire.com/?xxzhgnv0jlb

China Sun Bio-chem 3 April ML
http://www.mediafire.com/?mpnmsn9kj3e

Singapore Banks 4 April JPM
http://www.mediafire.com/?mbysyfy2yxj

Daiwa Daily: Ferrochina, Keppel Corp by JPM, NOL and Wilmar by GS

Daiwa Daily 1 April: Ferrochina
http://www.mediafire.com/?mnm12ycpm53

Keppel Corp 31 Mar by JPM
http://www.mediafire.com/?xjdzy4m1tzn

NOL 1 April by GS
http://www.mediafire.com/?mj0mtmyhigd

Wilmar 31 Mar by GS
http://www.mediafire.com/?yxnmaydiilm

Research Report on Allco Reit - Nomura, Creative Tech - Macquarie & Cosco - JPM

Research Report on Allco Reit - Nomura,
http://www.mediafire.com/?n3xzjaudmsd

Creative Tech - Macquarie
http://www.mediafire.com/?yzxldp0ngyn

Cosco - JPM
http://www.mediafire.com/?4hzxgil2yms

USD/JPY’s decline may accelerate below 100 - JPM

A forex research report by JPM on USD/JPY
http://www.mediafire.com/?eomoo1bhkyh

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

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

Research Report on YangZiJiang - UBS and KepCorp - JPM

YangZiJiang Report 5Mar by UBS
http://uploading.com/en/files/9FMUX89A/YangZiJiang%20UBS.pdf.html

KepCorp 5Mar by JPM
http://uploading.com/en/files/6QIS99Q6/Keppel%20Corp%20JPM.pdf.html

JPM Coverage of Singapore stocks

I just went through my files and compiled a
list of stocks that JPM is covering/has covered,
and below is the list:

1. A-Reits
2. Allco Commercial Reits
3. Allgreen
4. Ascendas India Trust
5. Ascott Residence Trust
6. Ausgroup
7. Cambridge Ind Trust
8. Capitaland
9. Capital Retail China
10. CapitaCommercial Trust
11. Capital Mall Trust
12. CDL Hospitality Trust
13. Chartered Semicon
14. Chemoil
15. China Milk
16. China XLX
17. City Development
18. Cityspring
19. Comfort Delgro
20. Cosco
21. Dairy Farm
22. Datacraft
23. DBS
24. Ezra
25. Ferrochina
26. Financial One
27. First Ship Lease
28. Fortune Real Estate Trust
29. Fraser Centrpoint Trust
30. Gems TV
31. Genting
32. Goodpack
33. Guocoland
34. HL Asia
35. Hongguo
36. HK Land
37. Hyflux
38. Hyflux Water Trust
39. Jardine Matherson
40. Jardine Strategic
41. Jaya Holding
42. Jurong Tech
43. K-Reit Asia
44. Keppel Corp
45. Keppel Land
46. LMA
47. MacarthurCook Ind Trust
48. Macquarie Int Inf Fund
49. Macquarie MEAG Prime Reit
50. Mapletree Logistic Trust
51. Mobile One
52. NOL
53. OCBC
54. Olam
55. Parkway Holding
56. Petra Food
57. Raffles Medical
58. Sembcorp
59. SembMarine
60. SIA Engineering
61. SGX
62. SingLand
63. SPH
64. Singtel
65. SingPost
66. SMRT
67. ST Engineering
68. StarHub
69. Suntec Reit
70. Synear
71. Tat Hong
72. Thai Bev
73. Unisteel
74. UOB
75. Venture
76. Wheelock Prop
77. Wingtai
78. Yanlord
79. Yellow Pages

What's the use of knowing what stock has JPM covered?

Basiacally JPM covered mostly Singapore Blue Chips, and Mid-Caps, therefore there is a high chance that it might be initial covering other potentials, like YangZiJiang, China Fish, China Sports....

Many may be wondering what is JMP's rating on their stocks, so I am willing to give their rating and Target Price to the blog supporter, but I can't be giving all stocks' rating.

I am thinking of each person can request for 5 stocks, and I will email the rating and TP on the stock, how about it?

Give me your comment, and I will decide soon.....

2 Research Reports : Citibank Daily & Greater China View

Citibank Daily 4March
http://www.uploading.com/en/files/4E0U00IO/Citi%20Daily%20040308.pdf.html

Greater China View by JPM (*A Must-Read*)
http://www.uploading.com/en/files/B4C0KCKZ/Greater%20China%20View%20-%20JPM.pdf.html