Stock calls for 12 July 2021

Date	Analyst	Company	Last	Target	Call	Valuation
07/12/21	DMG & Partners	Japan Foods	0.42	0.5	Buy
07/12/21	Amfrasers	Jiutian	0.086	0.145	Outperform	PER7x FY22
07/12/21	DBS Vickers	Mapletree Logistics	2.1	2.35	Buy	DCF
07/12/21	CIMB	Silverlake	0.28	0.35	Add
07/12/21	UOB Kay Hian	Thai Beverage	0.665	0.92	Buy	Sum of parts
07/12/21	UOB Kay Hian	Venture	18.92	23.47	Buy

Israel is offering 3rd pfizer shot after infection spikes in fully vaccinated cases.

https://sg.news.yahoo.com/israel-offers-pfizer-covid-19-081910087.html

I don't think the 3rd shot of the same vaccine will protect people from getting infected.  A new vaccine must be developed to deal with this variant.

It looks like the scientists are right as they've stated that the current vaccines (US, UK and China) will likely be ineffective in less than 1 year.

http://sg-stock.blogspot.com/2021/03/scientists-current-vaccines-could-be.html

Top scientists had enough of the US fabrication of Wuhan Lab virus leak!

https://edition.cnn.com/2021/07/07/health/origins-coronavirus-letter-virologists-scn/index.html

https://zenodo.org/record/5075888#.YOq_8hMzZ-W

21 Top scientist had publicized their research result and outcome of the covid origin recently to debunk the US fabrication.   CNN publicized the news and was labelled as China News Network by other US media because it tried to reveal the truth.

We had also conducted and publicized our own online investigation in 2020 below.

http://sg-stock.blogspot.com/2020/09/the-truth-behind-covid-19-outbreak-is.html

Gold and treasuries investors call Fed's inflation bluff!

https://www.foxbusiness.com/markets/gold-investors-call-fed-inflation-bluff

The 10-year Treasury yield had crashed to 1.25% recently and gold price spiked up after the FED's meeting because it had dawned on investors that the FED was lying about the US inflation.

The recent crash in US treasury yield showed that something had broken in the financial market which drove the jittery investors to seek a haven in the US treasury market.

We had already provided accurate analyses for the US inflation in our first 3 webcast videos.

http://sg-stock.blogspot.com/2021/06/our-first-webcast-is-current-inflation.html

https://sg-stock.blogspot.com/2021/06/webcast-2-current-inflation-is-real-and.html

http://sg-stock.blogspot.com/2021/06/webcast-3-what-was-us-fed-thinking.html

Baltic dry index - 3300

Related stock: Sembcorp Marine, Cosco & Pan ocean.

US rig count (weekly) - 479

 Related stock: Sembcorp Marine & Cosco.

Keppel Reit - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
05/04/20	DMG & Partners	Keppel Reit	1.06	1.07	Neutral	DDM
06/08/20	DBS Vickers	Keppel Reit	1.16	1.35	Buy	DCF
06/08/20	UOB Kay Hian	Keppel Reit	1.16	1.3	Buy
06/23/20	DMG & Partners	Keppel Reit	1.13	1.07	Neutral
07/02/20	UOB Kay Hian	Keppel Reit	1.11	1.3	Buy
07/09/20	DBS Vickers	Keppel Reit	1.1	1.35	Buy
07/21/20	DMG & Partners	Keppel Reit	1.09	1.1	Neutral	DDM
07/21/20	Lim & Tan	Keppel Reit	1.09	0	Buy
07/21/20	CIMB	Keppel Reit	1.09	1.2	Add
09/02/20	DBS Vickers	Keppel Reit	1.05	1.35	Buy	DCF, PB1x
09/02/20	UOB Kay Hian	Keppel Reit	1.05	1.3	Buy
09/14/20	Lim & Tan	Keppel Reit	1.07	1.18	Buy
09/15/20	UOB Kay Hian	Keppel Reit	1.08	1.4	Buy	DDM
09/18/20	CIMB	Keppel Reit	1.12	1.25	Add	DDM
10/02/20	DBS Vickers	Keppel Reit	1.08	1.4	Buy	DCF, PB1.04x
10/02/20	UOB Kay Hian	Keppel Reit	1.08	1.4	Buy
10/20/20	CIMB	Keppel Reit	1.06	1.25	Add	DDM
10/21/20	DMG & Partners	Keppel Reit	1.05	1.14	Neutral
12/10/20	DBS Vickers	Keppel Reit	1.05	1.4	Buy
12/10/20	JP Morgan	Keppel Reit	1.05	1	Underweight
12/17/20	Kim Eng	Keppel Reit	1.08	0.9	Sell
12/24/20	Lim & Tan	Keppel Reit	1.1	0	Accumulate
01/26/21	Kim Eng	Keppel Reit	1.18	0.9	Sell	DDM
01/26/21	UOB Kay Hian	Keppel Reit	1.18	1.45	Buy
01/26/21	Lim & Tan	Keppel Reit	1.18	0	Hold
01/26/21	CIMB	Keppel Reit	1.18	1.29	Add	DDM
01/26/21	DMG & Partners	Keppel Reit	1.18	1.2	Neutral
03/08/21	JP Morgan	Keppel Reit	1.17	1.05	Underweight
03/25/21	UOB Kay Hian	Keppel Reit	1.2	1.49	Buy	DDM
04/22/21	CIMB	Keppel Reit	1.21	1.29	Add	DDM
04/22/21	UOB Kay Hian	Keppel Reit	1.21	1.49	Buy
04/22/21	Kim Eng	Keppel Reit	1.21	0.95	Sell
04/22/21	Lim & Tan	Keppel Reit	1.21	0	Hold
06/02/21	UOB Kay Hian	Keppel Reit	1.16	1.49	Buy	DDM
06/08/21	DBS Vickers	Keppel Reit	1.17	1.4	Buy	DDM