Propnex - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
05/15/20	Lim & Tan	Propnex	0.485	0	Buy
05/19/20	UOB Kay Hian	Propnex	0.5	0.65	Buy
05/19/20	CIMB	Propnex	0.5	0.625	Add
05/20/20	phillip	Propnex	0.495	0.6	Buy	DCF
08/14/20	UOB Kay Hian	Propnex	0.585	0.69	Buy
08/17/20	phillip	Propnex	0.59	0.7	Buy	DCF
08/19/20	CIMB	Propnex	0.6	0.708	Add
09/03/20	Lim & Tan	Propnex	0.57	0.69	Buy
09/17/20	Lim & Tan	Propnex	0.6	0.71	Buy
10/05/20	phillip	Propnex	0.59	0.7	Buy
10/27/20	UOB Kay Hian	Propnex	0.635	0.86	Buy	PER11x FY21, Ex-cash
11/13/20	CIMB	Propnex	0.69	0.825	Add
11/16/20	phillip	Propnex	0.68	0.85	Buy	DCF
11/16/20	UOB Kay Hian	Propnex	0.68	0.89	Buy
01/05/21	phillip	Propnex	0.77	0.85	Buy
02/24/21	Lim & Tan	Propnex	0.78	0	Accumulate on weakness
02/26/21	UOB Kay Hian	Propnex	0.81	0.97	Buy
02/26/21	CIMB	Propnex	0.81	0.888	Add
03/01/21	phillip	Propnex	0.81	1	Buy	DCF
03/08/21	Lim & Tan	Propnex	0.875	1	Buy	PER11.6x FY21

Prime US Reit - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
06/24/20	DBS Vickers	Prime US Reit	0.805	1	Buy
07/20/20	phillip	Prime US Reit	0.765	0.88	Buy	DDM
08/11/20	phillip	Prime US Reit	0.815	0.94	Buy	DDM
09/14/20	phillip	Prime US Reit	0.8	0.94	Buy
10/19/20	phillip	Prime US Reit	0.835	0.94	Buy
11/09/20	phillip	Prime US Reit	0.755	0.94	Buy	DDM
11/09/20	Kim Eng	Prime US Reit	0.755	1.1	Buy	DDM
12/03/20	DMG & Partners	Prime US Reit	0.765	1	Buy	DDM
01/18/21	phillip	Prime US Reit	0.83	0.94	Buy
02/18/21	Lim & Tan	Prime US Reit	0.81	0	Accumulate
02/19/21	Kim Eng	Prime US Reit	0.83	1.1	Buy	DDM
02/22/21	phillip	Prime US Reit	0.825	0.94	Buy
03/12/21	DBS Vickers	Prime US Reit	0.795	1	Buy	DDM
03/17/21	DMG & Partners	Prime US Reit	0.81	1	Buy
04/05/21	DBS Vickers	Prime US Reit	0.835	1	Buy

Stock calls for 30 April 2021

Date	Analyst	Company	Last	Target	Call	Valuation
04/30/21	Phillip	Capitaland Integrated Commercial Trust	2.17	2.54	Accumulate	DDM
04/30/21	OCBC	CapitaRetail China	1.39	1.55	Buy
04/30/21	DMG & Partners	China Aviation Oil	1.14	1.3	Buy
04/30/21	Morgan Stanley	DBS	29.39	28.4	Overweight
04/30/21	Citi Research	DBS	29.39	33.5	Buy
04/30/21	JP Morgan	DBS	29.39	33	Overweight
04/30/21	DBS Vickers	Q&M	0.62	0.81	Buy	Sum of parts
04/30/21	CIMB	Wilmar	5.3	6.15	Add	Sum of parts
04/30/21	UOB Kay Hian	Wilmar	5.3	6.4	Buy
04/30/21	OCBC	Yangzijiang	1.46	1.45	Hold	Up from $1.18

Singapore reinfections are rising with the vaccinations

https://www.theedgesingapore.com/news/covid-19/ttsh-cluster-expands-13-cases-5-likely-reinfections-worker-dorms

It is happening!  Reinfections are rising alongside vaccinations.

We had expected this to happen because we put too much trust in US vaccines.  Please click on the link below to read our explanation.

http://sg-stock.blogspot.com/2021/04/vaccinated-man-got-infected-after.html

Perennial Reit - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
05/08/20	DBS Vickers	Perennial Reit	0.5	0.83	Buy
06/16/20	CIMB	Perennial Reit	0.94	0.994	Accept offer	Offer $0.95

Penguin - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
06/01/20	Lim & Tan	Penguin	0.5	0	Buy
06/03/20	phillip	Penguin	0.525	0.55	Accumulate	PB0.7x FY20
06/10/20	UOB Kay Hian	Penguin	0.52	0.6	Buy
06/18/20	CIMB	Penguin	0.49	0.55	Add
08/12/20	UOB Kay Hian	Penguin	0.43	0.42	Hold	Buy @ $0.34
08/31/20	CIMB	Penguin	0.435	0.55	Add	PB0.7x FY20
09/04/20	Lim & Tan	Penguin	0.425	0	Buy
02/16/21	CIMB	Penguin	0.65	0.65	Hold	offer price $0.65