Blog Headlines

Mon, 17 June 2019

• OCBC - [ $10.90 Target Hit, Resisted After That, Time To Come Out? ] - humblestock @ 21:56
• Starhill Global REIT: Toshin Review a Disappointment But FV Intact - kimeng @ 12:36
• Singtel Limited – Investor Day 2019 - traderhub8 @ 11:43
• Phillip Capital Morning Note - 17 Jun 2019 - traderhub8 @ 11:41
• ATFX Market Update - 2019.06.17 - AFTX @ 10:40

Sun, 16 June 2019

• Astrea V 3.85% Bonds - Understanding What You Are Buying Into - @ 01:00

Fri, 14 June 2019

• USDJPY: FOMC June 19 Meeting Should Prepare Markets for Rate Cuts - AFTX @ 15:56
• SingTel - Focus on Defending Core Business & Staying Lean - simonsg @ 11:36
• ATFX Market Update - 2019.06.14 - AFTX @ 10:27
• CapitaLand Retail China Trust: Okay for Now - kimeng @ 09:23
• Astrea V: Second Retail PE Bond - traderhub8 @ 09:16
• Phillip Capital Morning Note - 14 Jun 2019 - traderhub8 @ 09:10

Thu, 13 June 2019

• SingTel - EPS Has Bottomed; Growth in FY21-22F - simonsg @ 23:39
• Sembcorp Marine - [ On Our Watchlist, Is It On Yours Too? ] - humblestock @ 22:08
• HRnetGroup Limited - Diversification Amid Economic Uncertainty - simonsg @ 11:33
• ATFX Market Update - 2019.06.13 - AFTX @ 11:24
• Oxley Holdings - Major Property Sector Bargain; Initiate BUY - simonsg @ 11:17
• ST Engineering: Positioning for the Future - kimeng @ 10:15
• Phillip Capital Morning Note - 13 Jun 2019 - traderhub8 @ 10:10
• Sheng Siong Group - Ain’t No Sunshine - simonsg @ 09:08
• Thai Beverage - Drink & Rejoice; Reiterate BUY - simonsg @ 09:07

Wed, 12 June 2019

• SMT TV Episode 33 - The Importance of Having a Trading Journal - Collin Seow @ 15:37
• The Straits Trading Company Ltd – Burgeoning Real Estate Conglomerate - traderhub8 @ 15:33
• Far East Hospitality Trust: Expecting a Muted 2Q - kimeng @ 12:53
• Phillip Capital Morning Note - 12 Jun 2019 - traderhub8 @ 12:43
• SATS - in a Spending Mood - simonsg @ 11:32
• Frencken Group - Robust Outlook Despite Trade War; Stay BUY - simonsg @ 11:04
• ATFX Market Update - 2019.06.12 - AFTX @ 10:44
• SingTel - Waiting to Exhale - simonsg @ 10:08

Tue, 11 June 2019

• OCBC - [ Two Targets Hit In A Day, Further Upside? ] - humblestock @ 22:04
• Straits Times Index - [ Rebound As Per Blog, Our Next Move? ] - humblestock @ 21:38
• China Aviation Oil - Updating Our Oil Price Assumptions; BUY - simonsg @ 12:44
• ATFX Market Update - 2019.06.11 - AFTX @ 10:57
• CapitaLand Retail China Trust: Acquiring Three Malls in China - kimeng @ 10:45
• Yangzijiang Shipbuilding: Bobbing Up and Down - kimeng @ 10:44
• Phillip Capital Morning Note - 11 Jun 2019 - traderhub8 @ 10:29
• CDL Hospitality Trust - AEIs Put Singapore Portfolio on Stronger Footing to Benefit From Supply-Led Recovery - simonsg @ 09:07

Mon, 10 June 2019

• Keppel Corporation - Asset Value Waiting to be Unlocked - simonsg @ 18:43
• City Developments - Revised Takeover Offer for Millennium & Copthorne Hotels - simonsg @ 18:42
• Hi-P International - Not Quite There Yet - simonsg @ 18:26
• AEM Holdings - Shares Undervalued; BUY - simonsg @ 18:17
• Venture Corp - Long-Term Growth Intact - simonsg @ 18:16
• Valuetronics - Compelling Valuations - simonsg @ 18:15
• City Developments Limited: Could Second Time be the Charm? - kimeng @ 10:43
• Raffles Medical Group - Nursing a Cold, But Recovery on the Horizon - simonsg @ 10:01
• City Developments - Courting Millennium & Copthorne (M&C) Again With a Sweeter Offer - simonsg @ 08:40
• Thai Beverage - Dominant Regional Beverage Player in the Making - simonsg @ 08:39

Fri, 7 June 2019

• Singapore Medical Group - Buy on Dips; Upgrade to BUY - simonsg @ 18:43
• Phillip Capital Morning Note - 7 Jun 2019 - traderhub8 @ 10:54

Thu, 6 June 2019

• You Should Be Worried When FED Starts to Cut Rates - STE @ 22:20
• Singapore Press Holdings (SPH) - Potential Beneficiary of US-China Trade War From Shift of Chinese Students to the UK - simonsg @ 18:43
• Singapore Banking Monthly – Slow But Sustainable Growth - traderhub8 @ 15:45
• Phillip Capital Morning Note - 6 Jun 2019 - traderhub8 @ 15:43

Wed, 5 June 2019

• Straits Times Index - [ Our Take On It And Our Game Plan] - humblestock @ 21:23
• Mm2 Asia - Look for Organic Growth in FY20F - simonsg @ 18:43
• SMT TV Episode 32 - What is the Time Frame when using Swing Trade Strategy? Part 2 - Collin Seow @ 14:00

Tue, 4 June 2019

• 3rd June 2019 Weekly Webinar: Indices showing bearishness, look for position short on valid trigger - Collin Seow @ 19:02
• Defensive Raffles Medical Group at 5-year Lows - Collin Seow @ 17:27
• Sembcorp Marine - O&M Pure Play; Reiterate BUY - simonsg @ 15:45
• Sembcorp Industries: Positive Long-term Prospects - kimeng @ 11:12
• ATFX Market Update - 2019.06.04 - AFTX @ 10:58
• PropNex - Prop-ping Itself Up for Success - simonsg @ 09:58
• Phillip Capital Morning Note - 4 Jun 2019 - traderhub8 @ 09:19
• How I Am Planning For An Early Retirement In Singapore - @ 07:56

Mon, 3 June 2019

• Yoma Strategic - Investing for the Future - simonsg @ 18:43
• Centurion Corp - Site Visit to ASPRI-Westlite Papan & Dwell Selegie - simonsg @ 18:43
• MM2 Asia - Road to Redemption? - simonsg @ 14:14
• ATFX Market Update - 2019.06.03 - AFTX @ 10:49
• Real Estate Agencies – Can Have Pie and Eat It, Too - traderhub8 @ 10:34
• Singapore Coal Monthly – Cooling Down - traderhub8 @ 09:38
• Singapore Telecom Sector – Recovering and Restructuring - traderhub8 @ 09:36
• Phillip Capital Morning Note - 3 Jun 2019 - traderhub8 @ 09:32
• SATS - Awaiting Details on Capex Plans as Outlined on Capital Markets Day - simonsg @ 07:17

Sat, 1 June 2019

• The Hour Glass - 7.5x PER 4% Dividend Yield - Where Is The Love? - @ 20:32
• When REITs Lead To Large Losses - STE @ 15:27

Fri, 31 May 2019

• ATFX Market Update - 2019.05.31 - AFTX @ 10:38
• KSH Holdings: Results Below Expectations - kimeng @ 09:36
• Soilbuild REIT: A Look at the NK Ingredients Issue - kimeng @ 09:35
• MM2 Asia - Upgrade to BUY as Value Emerges - simonsg @ 09:24
• Valuetronics - Trade War Headwinds; Stay NEUTRAL - simonsg @ 09:23
• SATS - Capital Markets Day 2019 Takeaways – More Growth Drivers Ahead - simonsg @ 09:12
• Phillip Capital Morning Note - 31 May 2019 - traderhub8 @ 09:03
• Valuetronics - FY19 Results in Line; Huge War Chest for Expansion - simonsg @ 07:26

Thu, 30 May 2019

• May 19 - Portfolio & Networth Update - @ 18:31
• Jumbo Group - Strong Operations in Singapore Should Offset Softer Performance in China - simonsg @ 12:01
• ATFX Market Update - 2019.05.30 - AFTX @ 11:15
• Sembcorp Marine: Tough Race, But at Least There’s a Race - kimeng @ 09:33
• Phillip Capital Morning Note - 30 May 2019 - traderhub8 @ 09:31
• Clearbridge Health Limited – Ramping Up - traderhub8 @ 09:27
• Astrea IV: ASTLC 4 a MTGE - traderhub8 @ 09:26
• SATS - the S$1bn Dollar Question - simonsg @ 09:21
• Valuetronics - Weaker Sales Outlook Priced in - simonsg @ 09:20
• Valuetronics - Finding Refuge in Vietnam; 7- 8% Dividend Yields - simonsg @ 09:14

Wed, 29 May 2019

• ST Engineering - Smart City Revenue to More Than Double by 2022 - simonsg @ 20:39
• 2nd Qtr 2019 : Dividend & Portfolio Update - STE @ 20:09
• Dairy Farm - Wait for Bargain Sales; Reduce to NEUTRAL - simonsg @ 16:18
• SMT TV Episode 31 - What is the Time Frame when using Swing Trade Strategy? Part 1 - Collin Seow @ 14:00
• Phillip Capital Morning Note - 29 May 2019 - traderhub8 @ 12:24
• ATFX Market Update - 2019.05.29 - AFTX @ 11:11
• Sembcorp Industries - Patience Will Pay Off in India - simonsg @ 09:25
• Manulife US REIT - US Asset Tour Highlights - simonsg @ 09:18

Tue, 28 May 2019

• Geo Energy Resources Ltd – Loss Expanded in 1Q19 - traderhub8 @ 22:45
• China Aviation Oil - China Aviation Traffic Continues to Grow - simonsg @ 22:37
• Bukit Sembawang Pays Out 22 cents Dividends - FY19 Results - @ 20:01
• ComfortDelGro Corporation - Sustainable Prospects From Public Transport Initiatives - simonsg @ 11:35
• ATFX Market Update - 2019.05.28 - AFTX @ 11:15
• Thai Beverage: In Better Spirits - kimeng @ 00:06

Mon, 27 May 2019

• Valuetronics - Ongoing Trade War Unfavourable - simonsg @ 22:39
• Mini-Retirement [Series 3]: My Last Week Of Current Employment - @ 21:00
• Regional Oil & Gas - Volatility Could Present Opportunity - simonsg @ 17:56
• CapitaLand - Ain’t No Mountain High Enough - simonsg @ 16:17
• HongKong Land - Takeaways From China Management Presentation & Site Visit in Chongqing - simonsg @ 15:35
• ATFX Market Update - 2019.05.27 - AFTX @ 10:57
• CapitaLand Mall Trust - Beneficiary of Jurong Lake District; Funan Coming on Stream in Jun 19; Upgrade to BUY - simonsg @ 10:32
• Japfa Ltd - Chicken Bounce - simonsg @ 09:21
• Golden Agri-Resources: Supported by Govt Policies - kimeng @ 00:08

Fri, 24 May 2019

• Frasers Centrepoint Trust – a Watertight Deal - traderhub8 @ 16:23
• Return On Investment vs Return On Luck - STE @ 15:33
• Penguin International Ltd - Happy Fleet - simonsg @ 12:48
• ATFX Market Update - 2019.05.24 - AFTX @ 11:12
• TRADERS FAIR & GALA NIGHT, Singapore 2019 - finexpo @ 10:06
• Phillip Capital Morning Note - 24 May 2019 - traderhub8 @ 09:51

Thu, 23 May 2019

• GBPUSD: Pound Sterling Drops to New Monthly Low, Could Reach 2018 Low - AFTX @ 16:42
• Golden Energy and Resources Ltd – Mitigating An Unfavourable ASP - traderhub8 @ 15:39
• Frasers Centrepoint Trust - Beneficiary of Northern Gateway, Adding Depth to Suburban Retail; Upgrade to BUY - simonsg @ 12:49
• Japan Foods - Slow Earnings Growth, Keep NEUTRAL - simonsg @ 11:37
• ATFX Market Update - 2019.05.23 - AFTX @ 11:06
• Fraser & Neave - Buy Milk, Get Free Soft Drinks - simonsg @ 09:57
• Phillip Capital Morning Note - 23 May 2019 - traderhub8 @ 09:21
• Wilmar - [ Sitting On Support, Will It Break? ] - humblestock @ 07:42

Wed, 22 May 2019

• Yanlord - [ 10% Downside Achieved In Less Than A Month, Let's Recap] - humblestock @ 21:05
• ST Engineering - Defensive Growth Story; Keep BUY - simonsg @ 17:56
• Banyan Tree Holdings Limited – Plagued by One-offs - traderhub8 @ 15:22
• ISDN Holdings - Be Part of the Automation Revolution - simonsg @ 14:53
• ATFX Market Update - 2019.05.22 - AFTX @ 10:36
• CNMC Goldmine Holdings Limited – Ongoing Output Improvement - traderhub8 @ 10:16
• Singapore REITs Monthly – Monthly Tracker: May 2019 - traderhub8 @ 09:23
• United Overseas Bank Limited – UOB Corporate Day 2019 - traderhub8 @ 09:23
• Phillip Capital Morning Note - 22 May 2019 - traderhub8 @ 09:21
• CSPC Pharmaceutical: Innovative Drugs Led Growth - kimeng @ 09:02

Tue, 21 May 2019

• SATS - Continues to Grow Regionally - simonsg @ 22:38
• SIA (Singapore Airlines) - on a Firm Recovery Path - simonsg @ 17:57
• DBS Group - Caught in the Crossfire - simonsg @ 15:21
• Yanlord - [ Broke Down As Per Blog, More Downside? ] - humblestock @ 15:11
• SATS - 4QFY19 Weak JV & Associate Earnings Indicative of Tough Operating Environment - simonsg @ 12:50
• Singapore Airlines (SIA) - 4QFY19 Better-Than-Expected Earnings, Not a Stock Price Catalyst - simonsg @ 12:49
• SHS Holdings Ltd – Ceasing Coverage - traderhub8 @ 11:43
• Penguin International Ltd – Waddling Is Normal - traderhub8 @ 11:42
• China Everbright Water Limited – On-track Expansion - traderhub8 @ 11:42
• SATS Ltd – Eyes Set on Growth Abroad - traderhub8 @ 11:40
• DBS Group - Not Its First Rodeo - simonsg @ 10:32
• Singapore Airlines: Returning to Trough Valuations - kimeng @ 10:03
• Phillip Capital Morning Note - 21 May 2019 - traderhub8 @ 10:01
• ATFX Market Update - 2019.05.21 - AFTX @ 09:28

Mon, 20 May 2019

• Singapore Airlines - Opportunistically Using Disruptions for Good - simonsg @ 12:50

Sat, 18 May 2019

• Reits Symposium 2019 - A Full Day Reits Event For Investors - @ 20:37