Where is Jake Sullivan?

The US national security adviser Jake Sullivan had been missing since Russia bombarded Kyiv.  There's a speculation that he had perished in Kyiv with other NATO members because Russia had destroyed the only underground NATO intelligence unit in Ukraine.  If Jake Sullivan does not appear in the media in the next few weeks, it is likely that he has perished in Kyiv.

Sarine - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
02/28/23	DBS Vickers	Sarine	0.39	0.33	Fully Valued	PER12x FY23
05/19/23	DBS Vickers	Sarine	0.45	0.33	Fully Valued
08/16/23	DBS Vickers	Sarine	0.355	0.3	Fully Valued	PER21x FY24
11/21/23	DBS Vickers	Sarine	0.285	0.25	Fully Valued	PER21x FY24

Sabana - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
01/25/23	DBS Vickers	Sabana	0.425	0.48	Hold
06/09/23	DBS Vickers	Sabana	0.435	0.48	Hold
08/08/23	DBS Vickers	Sabana	0.405	0.3	Fully Valued	DCF
10/19/23	DBS Vickers	Sabana	0.39	0.3	Fully Valued	DCF
11/20/23	DBS Vickers	Sabana	0.395	0.3	Fully Valued	DCF
01/24/24	Lim & Tan	Sabana	0.39	0.3	Avoid
01/25/24	DBS Vickers	Sabana	0.39	0.3	Fully Valued	DCF

Riverstone - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
05/09/23	Lim & Tan	Riverstone	0.585	0.63	Hold
11/07/23	CIMB	Riverstone	0.615	0.75	Add	PER14.5x FY25
12/12/23	CIMB	Riverstone	0.61	0.75	Add
12/12/23	DMG & Partners	Riverstone	0.61	0.74	Buy
01/22/24	CIMB	Riverstone	0.65	0.88	Add
01/26/24	UOB Kay Hian	Riverstone	0.67	0.82	Buy	PER17.3x FY24
03/01/24	UOB Kay Hian	Riverstone	0.675	0.88	Buy	PER17.6x FY24
03/21/24	DMG & Partners	Riverstone	0.765	0.93	Buy	DCF, PER18x FY24

Stock calls for 25 March 2024

Date	Analyst	Company	Last	Target	Call	Valuation
03/25/24	UOB Kay Hian	RH Petrogas	0.16	0.242	Buy	Sum of parts
03/25/24	Phillip	Thomson Medical	0.051	0.066	Buy	Sum of parts

Baltic dry index - 2196

Related stock: Seatrium, Cosco & Pan Ocean.

US rig count (weekly) - 624

Related stock: Seatrium & Cosco.

RH Petrogas - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
04/05/23	UOB Kay Hian	RH Petrogas	0.2	0.25	Buy
04/06/23	UOB Kay Hian	RH Petrogas	0.199	0.255	Buy	Sum of parts
06/08/23	UOB Kay Hian	RH Petrogas	0.187	0.255	Buy
07/25/23	UOB Kay Hian	RH Petrogas	0.205	0.25	Buy	Sum of parts
08/24/23	UOB Kay Hian	RH Petrogas	0.185	0.238	Buy	Sum of parts