Starhill - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/01/22	DBS Vickers	Starhill	0.595	0.75	Buy
08/03/22	CIMB	Starhill	0.6	0.66	Add	DDM
09/09/22	DMG & Partners	Starhill	0.58	0.68	Buy	DDM
10/28/22	DBS Vickers	Starhill	0.515	0.68	Buy
11/01/22	CIMB	Starhill	0.515	0.58	Add	DDM
11/08/22	OCBC	Starhill	0.525	0.55	Buy	Cut from $0.64
01/30/23	CIMB	Starhill	0.59	0.62	Hold
01/31/23	OCBC	Starhill	0.585	0.63	Buy
01/31/23	DBS Vickers	Starhill	0.585	0.68	Buy
03/20/23	DMG & Partners	Starhill	0.525	0.6	Buy
03/24/23	DBS Vickers	Starhill	0.52	0.68	Buy
03/27/23	DMG & Partners	Starhill	0.51	0.55	Neutral	DDM
04/05/23	DBS Vickers	Starhill	0.53	0.68	Buy
05/26/23	OCBC	Starhill	0.505	0.62	Buy
07/28/23	DBS Vickers	Starhill	0.515	0.68	Buy
08/01/23	CIMB	Starhill	0.52	0.62	Add	DDM
08/04/23	DBS Vickers	Starhill	0.495	0.7	Buy
08/10/23	DMG & Partners	Starhill	0.495	0.56	Buy
08/22/03	OCBC	Starhill	0.485	0.56	Buy
10/30/02	DBS Vickers	Starhill	0.45	0.68	Buy
10/30/02	CIMB	Starhill	0.45	0.62	Add	DDM

Stock calls for 6 November 2023

Date	Analyst	Company	Last	Target	Call	Valuation
11/06/23	DBS Vickers	AIMS AMP Cap Ind Reit	1.25	1.6	Buy	DCF
11/06/23	Lim & Tan	DBS	33.29	37.68	Accumulate
11/06/23	Lim & Tan	Keppel Infrastructure	0.485	0.62	Accumulate
11/06/23	DBS Vickers	Manulife US Reit	0.058	0.1	Buy	DCF
11/06/23	UOB Kay Hian	Manulife US Reit	0.058	0.18	Buy	DDM
11/06/23	CIMB	Manulife US Reit	0.058	0.25	Add	DDM
11/06/23	DBS Vickers	Raffles Medical	1.2	1.48	Hold
11/06/23	DBS Vickers	Sembcorp Industries	4.84	7.15	Buy
11/06/23	CIMB	SIA Engineering	2.37	2.51	Hold
11/06/23	DBS Vickers	Venture	12.19	15.1	Buy	PER14x FY24
11/06/23	UOB Kay Hian	Venture	12.19	14.06	Buy	PER14.6x FY24
11/06/23	Phillip	Venture	12.19	12.5	Neutral	PER13x FY24
11/06/23	Kim Eng	Venture	12.19	14	Buy	PER14.5x FY23
11/06/23	CIMB	Venture	12.19	16.61	Add	PER14.6x FY25
11/06/23	Citi Research	Venture	12.19	16.3	Buy
11/06/23	UOB Kay Hian	Wilmar	3.64	3.8	Hold	Sum of parts
11/06/23	UOB Kay Hian	Yangzijiang Shipping	1.52	1.92	Buy	PER10.1x

A banking crisis is developing in Vietnam. - Part 3

https://e.vnexpress.net/news/property/banks-find-no-takers-for-foreclosed-properties-despite-steep-discounts-4673140.html

https://sg-stock.blogspot.com/2019/07/a-banking-crisis-is-developing-in.html

We had warned in 2019 that Vietnam would be facing a banking crisis.  The day of reckoning has come now for Vietnam because the banks can't find buyers for their repossessed properties.

Baltic dry index - 1462

Related stock: Seatrium, Cosco & Pan Ocean.

US rig count (weekly) - 618

Related stock: Seatrium & Cosco.