
plenty in BT daily recommendation, but AK just don't bother them, as with current volatile market, as what other sifus said, the here say alrdy lost its credibility as compared to last yr when market was red hot loh.
the moral of the storry is do your own study and gauge accordingly.
Date |
Stock |
Broker |
Price |
Target Price |
Recommendation |
(6-12mths) |
|||||
23/06/08
|
China Powerplus |
SIAS |
0.16 |
0.25 |
Buy |
Starhub |
MS |
2.73 |
3.25 |
Overweight |
|
24/06/08
|
M1 |
Macquaries |
1.92 |
1.90 |
Neutral |
25/06/08
|
City Dev |
Citi |
10.48 |
12.21 (Pre: 12.04) |
Buy |
Meiban |
CIMB |
0.29 |
0.34 |
Neutral Downgraded |
|
AuSGroup |
OIR |
0.735 |
1.33 |
Maintain Buy |
|
Venture |
UOB KH |
9.55 |
13.50 |
Buy |
|
China Farm |
DMG |
0.47 |
0.88 |
Buy |
|
Ezra |
DMG |
2.74 |
3.45 |
Buy |
|
Thomson Med |
DMG |
0.62 |
0.76 |
Buy |
|
ASL Marine |
DBS |
1.22 |
2.01 |
Buy |
|
Jaya Holding |
DBS |
1.65 |
2.07 |
Buy |
|
Keppel |
DBS |
11.16 |
12.56 |
Hold |
|
Sembcorp Marine |
DBS |
4.02 |
4.85 |
Buy |
|
Cosco |
DBS |
3.21 |
4.00 |
Buy |
|
Yangzijiang |
DBS |
0.91 |
1.45 |
Hold |
|
**Source: http://www.onlinetrading-hub.com
|
|||||
**We do not guarantee the accuracy or completeness of the data given
|
Date |
Stock |
Broker |
Price |
Target Price |
Recommendation |
(6-12mths) |
|||||
17/06/08
|
Tat Hong |
Daiwa |
2.05 |
2.01 |
Hold |
18/06/08
|
Suntec Reit |
OIR |
1.51 |
1.71 |
Maintain Buy |
MMP Reit |
UOB KH |
1.17 |
1.48 |
Buy |
|
SMRT |
UOB KH |
1.80 |
1.98 |
Buy |
|
Confort Delgro |
UOB KH |
1.62 |
1.80 |
Hold |
|
Parkway Life Reit |
DBS |
1.19 |
1.47 (Pre: 1.51) |
Buy |
|
Stamford Land |
SIAS |
0.64 |
0.955 |
Buy |
|
FerroChina |
DMG |
1.26 |
2.30 |
Buy |
|
Indofood Agri |
DMG |
2.57 |
3.34 |
Buy |
|
**Source: http://www.onlinetrading-hub.com
|
|||||
**We do not guarantee the accuracy or completeness of the data given
|
cyjjerry85 ( Date: 10-Jun-2008 16:43) Posted:
|
Date |
Stock |
Broker |
Price |
Target Price |
Recommendation |
(6-12mths) |
|||||
11/06/08
|
Noble |
CSFB |
2.23 |
3.45 |
Outperform -Initiate |
12/06/08
|
Olam |
DBS |
2.58 |
3.51 |
Maintain Buy |
Midas |
DBS |
0.89 |
1.45 |
Maintain Buy |
|
Avaplas |
DMG |
0.07 |
0.07 |
Neutral |
|
ASL Marine |
KE |
1.25 |
2.04 |
Buy Maintained |
|
Cosco |
KE |
3.25 |
4.23 |
Buy Maintained |
|
TPV |
CIMB |
0.83 |
1.32 |
Outperform |
|
China XLX |
UOB KH |
0.81 |
1.20 |
Buy |
|
Venture |
UOB KH |
9.80 |
14.10 |
Buy |
|
SIA |
UOB |
15.12 |
14.30 |
Sell |
|
Cosco |
UOB KH |
3.25 |
4.30 |
Buy |
|
**Source: http://www.onlinetrading-hub.com
|
|||||
**We do not guarantee the accuracy or completeness of the data given
|
Date |
Stock |
Broker |
Price |
Target Price |
Recommendation |
(6-12mths) |
|||||
10/06/08
|
Vita |
SIAS |
0.18 |
0.17 |
Fully valued |
Mercator |
DB |
0.52 |
0.65 |
Buy |
|
Li Heng |
ABN |
0.64 |
1.20 |
Buy |
|
CWT |
Daiwa |
0.85 |
1.58 |
Rating: 2 |
|
11/06/08 |
Beauty China |
UOB KH |
0.84 |
1.38 |
Buy |
Fraser C Trust |
CIMB |
1.28 |
1.70 |
Outperform |
|
Micro-Mech |
OIR |
0.65 |
0.74 |
Maintain Buy |
|
Comfort Delgro |
DMG |
1.60 |
2.00 |
Buy |
|
Suntec Reit |
DMG |
1.61 |
2.05 |
Buy |
|
CapitaMall |
DMG |
3.27 |
4.00 |
Buy |
|
OCBC |
DMG |
8.32 |
10.00 |
Buy |
|
HL Fin |
DMG |
3.60 |
5.18 |
Buy |
|
Li Heng |
DMG |
0.61 |
1.35 |
Buy Initial Coverage |
|
SembCorp Marine |
DMG |
4.31 |
4.87 |
Buy |
|
OCBC |
ML |
8.23 |
10.00 |
Buy |
|
Jardine C & C |
MS |
16.74 |
21.50 |
Overweight |
|
Reits |
UOB KH |
NA |
NA |
Downgrade to market Weight |
|
ASL Marine |
KE |
1.27 |
2.04 |
Buy Maintained |
|
Lorenzo |
KE |
0.24 |
0.24 (Pre: 0.46) |
Hold -downgrade from Buy |
|
Cosco |
DBS |
3.17 |
4.00 |
Buy |
|
Sim Lian |
KE |
0.46 |
0.53 |
Buy |
|
SPC |
DBS |
6.32 |
8.22 (Pre 7.84) |
Buy -Upgrade from Hold |
|
**Source: http://www.onlinetrading-hub.com
|
|||||
**We do not guarantee the accuracy or completeness of the data given
|
True lah.
Date |
Stock |
Broker |
Price |
Target Price |
Recommendation |
(6-12mths) |
|||||
09/06/08
|
Partway Life Reit |
UOB KH |
1.20 |
1.52 |
Buy |
10/06/08 |
Lizhong Wheel |
DMG |
0.55 |
0.88 |
Buy |
Raffles Med |
DMG |
1.37 |
1.69 |
Buy |
|
Capitaland |
GS |
6.12 |
6.80 (Pre: 7.70) |
Neutral (Pre: Buy) |
|
City Dev |
GS |
10.82 |
11.00 (Pre: 12.90) |
Neutral -Unchanged |
|
Keppel Land |
GS |
5.25 |
6.00 (Pre: 7.00) |
Neutral -Unchanged |
|
GuocoLand |
GS |
2.69 |
3.00 (Pre: 4.40) |
Neutral -Unchanged |
|
Allgreen |
GS |
1.01 |
1.16 |
Neutral |
|
Armstrong |
CIMB |
0.31 |
0.62 |
Outperform -Maintained |
|
Foreland |
KE |
0.28 |
0.55 |
Buy Maintained |
|
Wing Tai |
UOB KH |
1.64 |
2.20 |
Upgrade to Buy |
|
Venture |
Macquarie |
10.06 |
18.70 |
Outperform |
|
Cambridge |
BNP |
0.71 |
0.90 |
Buy |
|
CapitMall |
UBS |
3.27 |
4.25 (Pre: 4.56) |
Buy Maintained |
|
Asia Enviroment |
DBS |
0.485 |
0.70 |
Buy |
|
Keppel Corp |
DBS |
11.78 |
12.56 |
Maintained Hold |
|
Chip Eng Seng |
Westcomb |
0.42 |
0.67 |
Buy |
|
Unisteel |
OIR |
1.89 |
Takeover |
Accep Offer |
|
**Source: http://www.onlinetrading-hub.com
|
|||||
**We do not guarantee the accuracy or completeness of the data given
|
Date |
Stock |
Broker |
Price |
Target Price |
Recommendation |
(6-12mths) |
|||||
09/06/08
|
Ascendas Reits |
UOB KH |
2.44 |
3.00 |
Buy |
CapitaMall |
UOB KH |
3.35 |
3.42 |
Downgrade to Hold |
|
Capitacomm |
UOB KH |
2.24 |
2.63 |
Buy |
|
Suntec Reits |
UOB KH |
1.63 |
1.90 |
Buy |
|
TPV |
CIMB |
0.90 |
1.32 |
Outperform Maintained |
|
DBS |
UOB KH |
19.86 |
23.10 |
Buy |
|
Koda |
OIR |
0.41 |
0.565 |
Maintain Buy |
|
Unisteel |
UOB KH |
1.76 |
1.88 |
Hold - Takeover |
|
Venture |
DMG |
10.22 |
14.60 |
Nuy Maintained |
|
KS Energy |
DBS |
2.00 |
3.32 (Pre: 3.00) |
Buy |
|
Unisteel |
DBS |
1.76 |
1.82 |
Hold -Takeover |
|
China XLX |
DMG |
0.835 |
1.17 |
Buy Maintained |
|
Keppel Corp |
ML |
12.04 |
15.00 |
Buy |
|
CapitaMall |
Citigroup |
3.35 |
3.40 (Pre: 3.90) |
Hold (Pre: Buy) |
|
Genting Int'l |
JP Morgan |
0.625 |
0.50 |
Underweight |
|
SembCorp Marine |
ML |
4.53 |
5.50 |
Buy |
|
Suntec Reits |
Citigroup |
1.63 |
1.64 (Pre: 2.00) |
Hold (Pre: Buy) |
|
Parkway Lift Reits |
Citigroup |
1.21 |
1.29 (Pre: 1.45) |
Hold (Pre: Buy) |
|
**Source: http://www.onlinetrading-hub.com
|
|||||
**We do not guarantee the accuracy or completeness of the data given
|
tweety, thanks again, for your write out on Jardine cc. Not vested but I do trade this counter - more or less
gasak buta kind.
Sources: Goldman Sachs
May 2, 2008
COMMENT
Jardine Cycle & Carriage (JCYC.SI) S$16.62
Strong 1Q08 results, led by Astra; maintain BuyNews
Jardine Cycle & Carriage reported its 1QFY2008 results after the market
close on April 30. JC&C reported strong 1QFY2008 net profit of US$128mn,
up 65% yoy, 74% qoq, outperforming both market and our forecasts by
23% and 10%, respectively. No interim dividend was declared for this
period.
Analysis
The strong 1QFY2008 results were largely driven by its main business unit,
Astra International, which had similarly reported very strong results. Astra
contributed US$119mn, up 66% yoy, to JC&C’s 1QFY08 net profit; major
contributions were from Astra’s plantation business, whose earnings grew
by more than 200% to US$36mn. Also, Astra’s Heavy Equipment business
earnings grew by more than 100% to US$17mn. JC&C’s non Astra
business (regional ASEAN motor) also did better with 1QFY2008 net profit
of US$11mn, up 41% yoy, mainly led by its Singapore motor business.
Implications
We expect a strong positive reaction to the results. We maintain our Buy
rating and our 12-month NAV-based price target of S$20.40 which is
pegged at a 10% discount to our 2008E NAV of S$22.65. Key risks include:
Astra share price performance, Rupiah exposure, Astra-related risks
including sharper-than-expected auto demand slowdown, competition
risks mainly in the motorcycle segment, larger-than-expected bad credit
losses in auto financing unit, excessive palm oil and coal price pullback.
Date |
Stock |
Broker |
Price |
Target Price |
Recommendation |
(6-12mths) |
|||||
05/06/08
|
China Milk |
ABN Amro |
0.71 |
1.10 |
Buy |
Keppel Corp |
DBS |
11.86 |
12.56 |
Hold |
|
SembCorpMarine |
DBS |
4.57 |
4.85 |
Buy |
|
06/06/08 |
China XLX |
UOB KH |
0.855 |
1.20 (Pre: 1.65) |
Buy |
Unisteel |
UOB KH |
1.76 |
1.88 |
Hold |
|
Hor Kew |
CIMB |
0.13 |
NA |
Ceasing coverage |
|
SingTel |
KE |
3.69 |
4.00 |
Hold Maintained |
|
Hsu Fu Chi |
DBS |
1.05 |
1.49 (Pre: 1.45) |
Buy |
|
SIA |
GS |
15.80 |
14.00 (Pre: 14.80) |
Sell (Pre: Neutral) |
|
Keppel Corp |
DMG |
11.86 |
12.76 |
Buy |
|
SembCorp Marine |
DMG |
4.57 |
4.87 |
Buy |
|
United Fibre |
DMG |
0.21 |
0.31 |
Buy |
|
Venture |
DMG |
10.22 |
14.60 |
Buy |
|
Lian Beng |
CIMB |
0.33 |
0.38 |
Neutral |
|
**Source: http://www.onlinetrading-hub.com
|
|||||
**We do not guarantee the accuracy or completeness of the data given
|
yes agreeable with u...when these china counters move...they really jump and spring into live...affecting one another ...but currently still not the time yet...still downtrending.
take a few popular stocks to gauge like Synear, China Hongxing, China etc etc etc...the few hot china stocks when rebound back up...will often lead the rest along.
Reveal ( Date: 05-Jun-2008 18:27) Posted:
|
While the report gave a general bullish outlook for Chinese stocks for reasons as stated, overall sentiments is still cautious. While many would agree that the Chinese stocks are attractive in term of valuation and has potential for exponential returns, we still need to look at individual company's fundamentals and potentials before going in. The time horizon is also more toward mid term as the current market is still a trading market, highly volatile. But when this market eventually move, it really jump ! Just my humble reading.
Reveal ( Date: 03-Jun-2008 18:58) Posted:
|