Keppel Pacific - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
06/08/20	DMG & Partners	Keppel Pacific	0.725	0.8	Buy	DDM
06/26/20	DBS Vickers	Keppel Pacific	0.68	0.85	Buy
07/24/20	DMG & Partners	Keppel Pacific	0.715	0.8	Buy	DDM
08/19/20	DMG & Partners	Keppel Pacific	0.72	0.8	Buy
10/23/20	DMG & Partners	Keppel Pacific	0.71	0.8	Buy
02/03/21	DMG & Partners	Keppel Pacific	0.735	0.84	Buy
03/12/21	DBS Vickers	Keppel Pacific	0.69	0.85	Buy
04/22/21	DMG & Partners	Keppel Pacific	0.74	0.84	Buy

Keppel Infrastructure - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
07/23/20	DBS Vickers	Keppel Infrastructure	0.535	0.57	Buy	DDM
07/23/20	Lim & Tan	Keppel Infrastructure	0.535	0	Hold
10/26/20	DBS Vickers	Keppel Infrastructure	0.555	0.58	Buy	DDM
12/09/20	Lim & Tan	Keppel Infrastructure	0.55	0	Hold
01/28/21	DBS Vickers	Keppel Infrastructure	0.545	0.61	Buy	DDM

Stock calls for 9 July 2021

Date	Analyst	Company	Last	Target	Call	Valuation	Remark
07/09/21	DMG & Partners	AIMS AMP Cap Ind Reit	1.53	1.7	Buy
07/09/21	DBS Vickers	ARA Hospitality	0.555	0.79	Buy	DCF
07/09/21	Citi Research	City Developments	7.01	11.02	Buy	RNAV (25% discount)
07/09/21	Lim & Tan	City Developments	7.01	9.3	Accumulate
07/09/21	phillip	DBS	29.54	31.4	Accumulate
07/09/21	phillip	OCBC	11.74	14.63	Buy
07/09/21	DMG & Partners	Raffles Medical	1.17	1.35	Buy
07/09/21	phillip	UOB	25.58	28.7	Accumulate

Pfizer has finally come clean about its vaccine efficacy. - Part 4

https://www.channelnewsasia.com/news/world/covid-19-pfizer-fda-authorise-booster-dose-vaccine-delta-variant-15184390

Pfizer cannot hide its real efficacy anymore because of the severe breakthrough cases in Israel and the UK.

The efficacy as stated by Israel was 64% which we believed was an overstatement because Israel was a staunched US ally.

We believe that a man is defined by his actions and not by his words.  When Pfizer is requesting a booster dose, it means its vaccine is not as effective as it has proclaimed.  If the vaccine has high efficacy, why is there a need for a booster dose then since it is effective?

Keppel DC Reit - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
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
01/27/21	DBS Vickers	Keppel DC Reit	2.89	2.8	Hold	DCF
01/28/21	CIMB	Keppel DC Reit	2.91	2.86	Hold	DDM
01/28/21	OCBC	Keppel DC Reit	2.91	3.51	Buy
02/01/21	Phillip	Keppel DC Reit	2.98	3.2	Accumulate	DDM
02/23/21	DBS Vickers	Keppel DC Reit	2.83	2.8	Hold
04/21/21	CIMB	Keppel DC Reit	2.69	2.86	Hold	DDM
04/22/21	Phillip	Keppel DC Reit	2.69	3.2	Accumulate	DDM
04/22/21	OCBC	Keppel DC Reit	2.69	3.32	Buy
05/20/21	CIMB	Keppel DC Reit	2.68	2.86	Hold