Frasers Logistics - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/08/22	DBS Vickers	Frasers Logistics	1.43	1.75	Buy
08/08/22	CIMB	Frasers Logistics	1.43	1.53	Add	DDM
09/08/22	UOB Kay Hian	Frasers Logistics	1.35	1.6	Buy	DDM
09/28/22	UOB Kay Hian	Frasers Logistics	1.25	1.51	Buy	DDM
10/10/22	UOB Kay Hian	Frasers Logistics	1.21	1.51	Buy
11/11/22	DBS Vickers	Frasers Logistics	1.13	1.55	Buy
11/11/22	OCBC	Frasers Logistics	1.13	1.37	Buy
11/14/22	UOB Kay Hian	Frasers Logistics	1.18	1.48	Buy	DDM
12/15/22	DBS Vickers	Frasers Logistics	1.16	1.55	Buy
01/05/23	UOB Kay Hian	Frasers Logistics	1.17	1.48	Buy
01/09/23	UOB Kay Hian	Frasers Logistics	1.17	1.56	Buy	DDM
01/18/23	DBS Vickers	Frasers Logistics	1.2	1.55	Buy
02/02/23	CIMB	Frasers Logistics	1.3	1.55	Add
02/03/23	CIMB	Frasers Logistics	1.3	1.38	Add	DDM
02/23/23	DBS Vickers	Frasers Logistics	1.24	1.55	Buy
04/04/23	UOB Kay Hian	Frasers Logistics	1.31	1.56	Buy
05/05/23	DBS Vickers	Frasers Logistics	1.36	1.55	Buy
05/05/23	CIMB	Frasers Logistics	1.36	1.52	Add	DDM
05/05/23	Lim & Tan	Frasers Logistics	1.36	1.43	Neutral
06/01/23	UOB Kay Hian	Frasers Logistics	1.28	1.56	Buy
06/05/23	DBS Vickers	Frasers Logistics	1.28	1.55	Buy
07/03/23	UOB Kay Hian	Frasers Logistics	1.25	1.56	Buy
08/02/23	DBS Vickers	Frasers Logistics	1.24	1.55	Buy
08/03/23	OCBC	Frasers Logistics	1.24	1.52	Buy
09/05/23	UOB Kay Hian	Frasers Logistics	1.18	1.56	Buy

Frasers Hospitality Trust - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
11/07/22	DBS Vickers	Frasers Hospitality Trust	0.45	0.58	Buy	DCF
02/10/23	Kim Eng	Frasers Hospitality Trust	0.49	0.54	Buy	DDM
04/28/23	DBS Vickers	Frasers Hospitality Trust	0.475	0.58	Buy
08/07/23	DBS Vickers	Frasers Hospitality Trust	0.48	0.58	Buy

Stock calls for 25 September 2023

Date	Analyst	Company	Last	Target	Call	Valuation
09/25/23	DBS Vickers	ART	0.975	1.3	Buy
09/25/23	Amfrasers	Banyan Tree	0.4	0.415	Buy
09/25/23	OCBC	Boustead	0.84	1.05	Buy	Sum of parts
09/25/23	OCBC	Dyna-Mac	0.37	0.505	Buy
09/25/23	DBS Vickers	Frasers Centrepoint Trust	2.18	2.6	Buy
09/25/23	Lim & Tan	Frasers Centrepoint Trust	2.18	2.37	Hold
09/25/23	DBS Vickers	Genting	0.85	1	Hold
09/25/23	DBS Vickers	Mapletree Commercial	1.45	2	Buy
09/25/23	DBS Vickers	Mapletree Industrial	2.28	2.6	Buy
09/25/23	UOB Kay Hian	Marco Polo	0.05	0.06	Buy	PB1.3x FY24
09/25/23	Citi Research	Nanofilm	0.95	0.85	Sell
09/25/23	DMG & Partners	ST Engineering	3.83	4.5	Buy

An indicator is showing that the US market downturn is coming!

The US job openings and S&P500 have a strong positive correlation.  The US job openings have been declining but the S&P500 has not yet reacted.  Thus, it is possible that the S&P500 will react to the significant fall in US job openings.

Baltic dry index - 1593

Related stock: Sembcorp Marine, Cosco & Pan Ocean.

US rig count (weekly) - 630

Related stock: Sembcorp Marine & Cosco.