Singapore Post - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
02/09/24	UOB Kay Hian	Singapore Post	0.405	0.54	Buy	Sum of parts
02/09/24	CIMB	Singapore Post	0.405	0.58	Add	Sum of parts
02/13/24	OCBC	Singapore Post	0.4	0.555	Buy
03/19/24	Lim & Tan	Singapore Post	0.38	0.56	Accumulate
03/20/24	UOB Kay Hian	Singapore Post	0.405	0.54	Buy	Sum of parts
03/20/24	CIMB	Singapore Post	0.405	0.58	Add	Sum of parts
05/10/24	Lim & Tan	Singapore Post	0.46	0.56	Accumulate
06/26/24	Lim & Tan	Singapore Post	0.445	0.62	Accumulate
06/26/24	CIMB	Singapore Post	0.445	0.63	Add
08/19/24	UOB Kay Hian	Singapore Post	0.44	0.61	Buy	Sum of parts
08/19/24	Lim & Tan	Singapore Post	0.44	0.62	Accumulate
08/20/24	CIMB	Singapore Post	0.43	0.6	Add
09/03/24	UOB Kay Hian	Singapore Post	0.435	0.61	Buy	Sum of parts
10/10/24	UOB Kay Hian	Singapore Post	0.515	0.61	Buy	Sum of parts
11/01/24	UOB Kay Hian	Singapore Post	0.545	0.61	Buy	Sum of parts
11/07/24	Lim & Tan	Singapore Post	0.52	0.6	Accumulate on weakness
11/07/24	CIMB	Singapore Post	0.52	0.58	Add
11/25/24	Kim Eng	Singapore Post	0.535	0.74	Buy	Sum of parts
12/02/24	Lim & Tan	Singapore Post	0.58	0.64	Accumulate on weakness
12/02/24	OCBC	Singapore Post	0.58	0.58	Hold
12/03/24	UOB Kay Hian	Singapore Post	0.585	0.72	Buy	Sum of parts, PB1x FY26
12/03/24	Kim Eng	Singapore Post	0.585	0.77	Buy
12/03/24	CIMB	Singapore Post	0.585	0.74	Add
12/09/24	Lim & Tan	Singapore Post	0.575	0.64	Accumulate on weakness
12/23/24	OCBC	Singapore Post	0.56	0.54	Hold
01/03/25	Kim Eng	Singapore Post	0.54	0.77	Buy
01/06/25	Lim & Tan	Singapore Post	0.555	0.74	Accumulate on weakness
01/09/25	UOB Kay Hian	Singapore Post	0.545	0.72	Buy	Sum of parts, PB1x FY26

Silverlake - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
02/16/24	DBS Vickers	Silverlake	0.245	0.35	Buy	PER15x FY24
02/16/24	CIMB	Silverlake	0.245	0.36	Add
02/19/24	Phillip	Silverlake	0.245	0.36	Buy	PER19x FY24
05/15/24	CIMB	Silverlake	0.29	0.31	Hold
05/16/24	Phillip	Silverlake	0.295	0.33	Accumulate	PER21x FY24
08/27/24	CIMB	Silverlake	0.37	0.25	Hold	Cut from $0.30
08/29/24	Phillip	Silverlake	0.37	0.36	Accept Offer	Cash offer $0.36

Stock calls for 3 February 2025

Date	Analyst	Company	Last	Target	Call	Valuation
02/03/25	CIMB	Genting	0.755	1.05	Add	EV/Ebitda
02/03/25	Lim & Tan	Innotek	0.43	0	Accumulate on weakness
02/03/25	UOB Kay Hian	Keppel Corp	6.78	9.25	Buy	Sum of parts
02/03/25	DMG & Partners	Keppel Reit	0.855	1.05	Buy	DDM
02/03/25	UOB Kay Hian	Marco Polo	0.055	0.072	Buy	PER9.5x FY25
02/03/25	UOB Kay Hian	Seatrium	2.23	2.8	Buy	PB1.4x
02/03/25	UOB Kay Hian	Sembcorp Industries	5.58	7.47	Buy	PER12.8x FY25
02/03/25	Lim & Tan	Sembcorp Industries	5.58	6.8	Accumulate
02/03/25	Citi Research	Sembcorp Industries	5.58	6.68	Buy	Sum of parts
02/03/25	OCBC	Starhill	0.51	0.5	Buy
02/03/25	Kim Eng	UOB	37.51	38.75	Buy
02/03/25	UOB Kay Hian	Yangzijiang Shipping	3.05	3.6	Buy	PER9.7x

Baltic dry index - 735

Related stock: Seatrium, Cosco & Pan Ocean.

US rig count (weekly) - 582

Related stock: Seatrium & Cosco.