Manulife US Reit - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
05/11/20	DMG & Partners	Manulife US Reit	0.705	0.9	Buy	DDM
05/11/20	CIMB	Manulife US Reit	0.705	1.05	Add
06/23/20	DMG & Partners	Manulife US Reit	0.76	0.9	Buy
07/20/20	Phillip	Manulife US Reit	0.705	0.8	Buy	DDM
07/21/20	UOB Kay Hian	Manulife US Reit	0.7	0.85	Buy	DDM
08/04/20	Kim Eng	Manulife US Reit	0.775	1.15	Buy	DDM
08/04/20	DMG & Partners	Manulife US Reit	0.775	0.9	Buy	DDM
08/04/20	UOB Kay Hian	Manulife US Reit	0.775	0.85	Buy
08/04/20	Lim & Tan	Manulife US Reit	0.775	0	Buy at weakness
08/04/20	CIMB	Manulife US Reit	0.775	1.05	Add	DDM
08/06/20	Phillip	Manulife US Reit	0.795	0.9	Buy	DDM
08/20/20	Amfrasers	Manulife US Reit	0.725	0.86	Neutral	DDM
08/24/20	OCBC	Manulife US Reit	0.745	0.84	Buy
09/14/20	Phillip	Manulife US Reit	0.755	0.9	Buy
09/29/20	UOB Kay Hian	Manulife US Reit	0.77	0.85	Buy	DDM
10/05/20	Phillip	Manulife US Reit	0.745	0.9	Buy
10/16/20	OCBC	Manulife US Reit	0.75	0.84	Buy
11/06/20	CIMB	Manulife US Reit	0.74	1.05	Add	DDM
11/06/20	DBS Vickers	Manulife US Reit	0.74	1	Buy
11/09/20	Phillip	Manulife US Reit	0.73	0.92	Buy	DDM
11/09/20	DMG & Partners	Manulife US Reit	0.73	0.9	Buy
11/30/20	OCBC	Manulife US Reit	0.745	0.84	Buy
01/05/21	Phillip	Manulife US Reit	0.745	0.92	Buy
02/09/21	DBS Vickers	Manulife US Reit	0.71	0.9	Buy	DCF
02/09/21	Kim Eng	Manulife US Reit	0.71	1.1	Buy	DDM
02/09/21	DMG & Partners	Manulife US Reit	0.71	0.87	Buy
02/09/21	CIMB	Manulife US Reit	0.71	1	Add
02/09/21	OCBC	Manulife US Reit	0.71	0.83	Buy
02/10/21	Phillip	Manulife US Reit	0.715	0.84	Buy	DDM
04/01/21	UOB Kay Hian	Manulife US Reit	0.73	0.87	Buy	DDM
04/09/21	OCBC	Manulife US Reit	0.735	0.82	Buy
04/13/21	Phillip	Manulife US Reit	0.74	0.84	Buy
05/12/21	CIMB	Manulife US Reit	0.74	0.962	Add	DDM
05/12/21	Kim Eng	Manulife US Reit	0.74	0.87	Buy
05/12/21	DMG & Partners	Manulife US Reit	0.74	1	Buy
05/12/21	OCBC	Manulife US Reit	0.74	0.82	Buy
05/14/21	Phillip	Manulife US Reit	0.735	0.84	Buy	DDM
05/17/21	UOB Kay Hian	Manulife US Reit	0.73	0.87	Buy
06/30/21	Phillip	Manulife US Reit	0.795	0.84	Buy

Stock calls for 14 July 2021

Date	Analyst	Company	Last	Target	Call	Valuation
07/14/21	DMG & Partners	Frencken	1.8	2.02	Buy	PER15.2x FY21
07/14/21	UOB Kay Hian	Marco Polo	0.029	0.036	Buy	PB

Hot news: Bangkok has 7 cases of mixed infections (Alpha and Delta).

https://www.bangkokpost.com/thailand/general/2147519/seven-cases-of-mixed-infection-found

7 construction workers in Bangkok were infected with alpha and delta variants simultaneously!

This is very serious as a new variant may develop from the combination of these 2 variants and take on the 2 characteristics of these 2 existing variants.

Let's hope for the best and be prepared for the worst!

LHN - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
06/07/21	Phillip	LHN	0.295	0.54	Buy	PER9.5x FY21