Keppel DC Reit - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
01/22/20	CIMB	Keppel DC Reit	2.25	2.03	Hold	DDM
01/23/20	DBS Vickers	Keppel DC Reit	2.22	2.4	Buy	DCF
02/04/20	DBS Vickers	Keppel DC Reit	2.27	2.4	Buy
02/25/20	DBS Vickers	Keppel DC Reit	2.5	2.55	Hold	DCF
03/02/20	DBS Vickers	Keppel DC Reit	2.32	2.55	Hold	DCF
03/11/20	Amfrasers	Keppel DC Reit	2.38	2.19	Neutral
03/13/20	Phillip	Keppel DC Reit	2.14	2.06	Accumulate
03/19/20	CIMB	Keppel DC Reit	1.86	2.17	Add
04/22/20	CIMB	Keppel DC Reit	2.44	2.17	Hold
04/22/20	OCBC	Keppel DC Reit	2.44	2.54	Hold
04/24/20	Phillip	Keppel DC Reit	2.45	2.2	Hold	DDM
07/22/20	Phillip	Keppel DC Reit	2.75	2.57	Neutral	DDM, Up from $2.31
07/22/20	DBS Vickers	Keppel DC Reit	2.75	2.8	Hold	DCF
07/22/20	CIMB	Keppel DC Reit	2.75	2.88	Hold	DDM
07/22/20	Lim & Tan	Keppel DC Reit	2.75	0	Hold
07/22/20	OCBC	Keppel DC Reit	2.75	2.86	Hold
09/14/20	Phillip	Keppel DC Reit	2.88	2.57	Neutral
10/06/20	OCBC	Keppel DC Reit	2.9	3.32	Buy
10/19/20	Phillip	Keppel DC Reit	3.04	2.57	Neutral
10/21/20	Lim & Tan	Keppel DC Reit	2.97	0	Hold
10/22/20	CIMB	Keppel DC Reit	2.99	2.88	Hold	DDM
10/23/20	OCBC	Keppel DC Reit	3	3.41	Buy
10/26/20	Phillip	Keppel DC Reit	3	2.91	Neutral	DDM
11/30/20	OCBC	Keppel DC Reit	2.85	3.41	Buy
01/18/21	Phillip	Keppel DC Reit	2.85	2.91	Neutral
01/18/21	Credit Suisse	Keppel DC Reit	2.85	3.08	Outperform

Stock calls for 25 January 2021

Date	Analyst	Company	Last	Target	Call	Valuation
01/25/21	Lim & Tan	Capitaland	3.4	0	Hold
01/25/21	OCBC	Capitaland Integrated Commercial Trust	2.28	2.6	Buy
01/25/21	OCBC	DBS	26.17	29.45	Hold	GGM, PB1.35x FY22
01/25/21	UOB Kay Hian	DBS	26.17	29.45	Hold
01/25/21	CIMB	ESR-Reit	0.405	0.49	Add
01/25/21	Phillip	Frasers Centrepoint Trust	2.59	2.93	Buy	DDM
01/25/21	Kim Eng	Frasers Centrepoint Trust	2.59	2.9	Buy	DDM
01/25/21	UOB Kay Hian	Frasers Centrepoint Trust	2.59	3.18	Buy
01/25/21	OCBC	Frasers Centrepoint Trust	2.59	2.95	Buy
01/25/21	UOB Kay Hian	Keppel Corp	5.64	6.3	Buy
01/25/21	UOB Kay Hian	OCBC	10.62	14.65	Buy
01/25/21	DBS Vickers	Sabana	0.395	0.45	Buy	DCF
01/25/21	UOB Kay Hian	Sembcorp Industries	1.77	2.02	Buy
01/25/21	phillip	SGX	10.09	11.01	Accumulate	PER23x
01/25/21	Kim Eng	SGX	10.09	11.48	Buy	DCF & PER29x
01/25/21	DBS Vickers	SGX	10.09	10.2	Hold
01/25/21	CIMB	SGX	10.09	11.61	Add
01/25/21	DMG & Partners	SGX	10.09	11.6	Buy
01/25/21	Macquarie	UOB	23.7	26.25	Outperform

The US inflation is coming - Part 8

https://www.cnbc.com/2021/01/22/shipping-container-shortage-is-causing-shipping-costs-to-rise.html 

We had already reported on the rising freight costs previously.

http://sg-stock.blogspot.com/2021/01/the-us-inflation-is-coming-part-4.html 

http://sg-stock.blogspot.com/2020/09/the-us-inflation-is-coming.html

It looks like the freight situation is getting direr now!