Stock calls for 8 November 2021

Date	Analyst	Company	Last	Target	Call	Valuation
11/08/21	Phillip	Capitaland Investment	3.43	4	Accumulate	Sum of parts
11/08/21	DBS Vickers	Comfortdelgro	1.61	2.06	Buy	sum of parts, PB1.5x FY22
11/08/21	Macquarie	DBS	32.29	36	outperform	PB
11/08/21	UOB Kay Hian	DBS	32.29	37	Buy	GGM, PB1.62x FY22
11/08/21	phillip	DBS	32.29	35.9	Accumulate	GGM, PB1.56x FY21
11/08/21	Kim Eng	DBS	32.29	37.03	Buy	PB
11/08/21	Lim & Tan	F & N	1.45	0	Neutral
11/08/21	CIMB	Lendlease Reit	0.88	0.956	Add	DDM
11/08/21	OCBC	Manulife US Reit	0.72	0.83	Buy
11/08/21	phillip	Netlink	1.01	1.03	Accumulate	DCF
11/08/21	UOB Kay Hian	Netlink	1.01	1.08	Hold
11/08/21	CIMB	Netlink	1.01	1.1	Add
11/08/21	phillip	OCBC	11.97	14.22	Buy	GGM, PB1.24x FY22
11/08/21	phillip	Prime US Reit	0.875	0.94	Accumulate	DDM
11/08/21	Kim Eng	Prime US Reit	0.875	1.1	Buy	DDM
11/08/21	UOB Kay Hian	Singapore Post	0.675	0.75	Hold	Sum of parts
11/08/21	CIMB	Singtel	2.54	2.9	Add	Sum of parts
11/08/21	Macquarie	UOB	27.58	33	Outperform	PB
11/08/21	DMG & Partners	Wilmar	4.45	5.6	Buy
11/08/21	UOB Kay Hian	Wilmar	4.45	6	Buy

Baltic dry index - 2715

Related stock: Sembcorp Marine, Cosco & Pan ocean.

US rig count (weekly) - 550

 Related stock: Sembcorp Marine & Cosco.

Spindex - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
10/12/20	Lim & Tan	Spindex	0.9	0	Buy
05/25/21	Lim & Tan	Spindex	1.21	0	Accumulate on weakness
08/25/21	Lim & Tan	Spindex	1.2	0	Accumulate
10/15/21	Lim & Tan	Spindex	1.3	0	Buy

SPH Reit - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
10/07/20	CIMB	SPH Reit	0.885	1.07	Add	DDM
10/07/20	Lim & Tan	SPH Reit	0.885	0	Hold
10/07/20	DBS Vickers	SPH Reit	0.885	0.8	Hold
10/07/20	OCBC	SPH Reit	0.885	0.82	Hold
01/15/21	Kim Eng	SPH Reit	0.86	0.8	Hold	DDM
01/18/21	CIMB	SPH Reit	0.87	1.06	Add
01/18/21	OCBC	SPH Reit	0.87	0.88	Hold
02/02/21	DBS Vickers	SPH Reit	0.83	0.8	Hold
03/04/21	CIMB	SPH Reit	0.83	1.06	Add
03/31/21	Lim & Tan	SPH Reit	0.88	0	Accumulate
03/31/21	Kim Eng	SPH Reit	0.88	0.8	Hold	DDM
05/21/21	DBS Vickers	SPH Reit	0.84	0.8	Hold
07/13/21	Lim & Tan	SPH Reit	0.925	1.03	Accumulate
07/16/21	CIMB	SPH Reit	0.945	1.06	Add
07/16/21	Kim Eng	SPH Reit	0.945	0.8	Hold	DDM
08/03/21	DBS Vickers	SPH Reit	0.905	0.92	Hold	DCF
08/03/21	Lim & Tan	SPH Reit	0.905	0	Hold
08/27/21	CIMB	SPH Reit	0.89	1.04	Add	DDM
10/05/21	DBS Vickers	SPH Reit	0.93	0.92	Hold
10/05/21	Lim & Tan	SPH Reit	0.93	0.95	Hold
10/06/21	CIMB	SPH Reit	0.94	1.03	Add	DDM