Delfi - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
02/15/23	Lim & Tan	Delfi	0.875	1.2	Buy	PER15.8x FY22
02/17/23	UOB Kay Hian	Delfi	0.9	1.42	Buy	PER17x FY23
02/28/23	DBS Vickers	Delfi	0.93	1.31	Buy
03/01/23	UOB Kay Hian	Delfi	0.995	1.71	Buy	PER17x FY23
03/01/23	DBS Vickers	Delfi	0.995	1.52	Buy	PER14.5x FY23
03/01/23	CIMB	Delfi	0.995	1.5	Add
03/20/23	Lim & Tan	Delfi	1.07	1.48	Buy	PER14.8x F23
04/11/23	Lim & Tan	Delfi	1.05	1.48	Accumulate
04/12/23	UOB Kay Hian	Delfi	1.08	1.71	Buy	PER17x FY23
04/21/23	DBS Vickers	Delfi	1.13	1.52	Buy
05/17/23	UOB Kay Hian	Delfi	1.26	1.71	Buy	PER17x FY23
05/17/23	DBS Vickers	Delfi	1.26	1.52	Buy
05/17/23	Lim & Tan	Delfi	1.26	1.48	Accumulate
05/17/23	CIMB	Delfi	1.26	1.65	Add	PER15x FY24
05/25/23	Lim & Tan	Delfi	1.37	1.58	Accumulate	PER15.8x
06/08/23	UOB Kay Hian	Delfi	1.29	1.71	Buy	PER17x FY23
06/16/23	CIMB	Delfi	1.26	1.65	Add	PER15x FY24
08/08/23	DBS Vickers	Delfi	1.29	1.63	Buy	PER14.4x FY24
08/08/23	Lim & Tan	Delfi	1.29	1.58	Buy
08/10/23	UOB Kay Hian	Delfi	1.33	1.83	Buy	PER17x FY24
09/04/23	UOB Kay Hian	Delfi	1.25	1.83	Buy	PER17x FY24
10/03/23	DMG & Partners	Delfi	1.25	1.65	Buy	PER13x FY24
11/15/23	DBS Vickers	Delfi	1.3	1.63	Buy	PER14.4x FY24
11/16/23	CIMB	Delfi	1.21	1.56	Add	PER15x FY24
11/21/23	UOB Kay Hian	Delfi	1.16	1.76	Buy	PER17x FY24
01/10/24	DMG & Partners	Delfi	1.12	1.55	Buy

Stock calls for 16 February 2024

Date	Analyst	Company	Last	Target	Call	Valuation
02/16/24	UOB Kay Hian	Keppel Pacific	0.151	0.35	Buy	DDM
02/16/24	DBS Vickers	Keppel Pacific	0.151	0.1	Fully Valued	PB0.15x FY24
02/16/24	DMG & Partners	Keppel Pacific	0.151	0.29	Buy	DDM
02/16/24	UOB Kay Hian	Marco Polo	0.055	0.07	Buy	PER9x FY24
02/16/24	DBS Vickers	Prime US Reit	0.101	0.07	Fully Valued	PB0.11x
02/16/24	UOB Kay Hian	SIA Engineering	2.32	2.73	Buy
02/16/24	DBS Vickers	SIA Engineering	2.32	2.8	Buy
02/16/24	Lim & Tan	SIA Engineering	2.32	2.74	Accumulate
02/16/24	DBS Vickers	Silverlake	0.245	0.35	Buy	PER15x FY24
02/16/24	CIMB	Silverlake	0.245	0.36	Add
02/16/24	DMG & Partners	Thai Beverage	0.495	0.76	Buy	Sum of parts
02/16/24	UOB Kay Hian	Tiong Woon	0.505	0.9	Buy	PB0.7x FY24
02/16/24	Lim & Tan	UMS	1.38	1.52	Accumulate

Singapore NODX increased by 16.8% in January 2024.

Year-on-year changes:

January 2024: +16.8%

December 2023: -1.5%

November 2023: 1%

October 2023: -3.4%

September 2023: -13.2%

August 2023: -20.1%

July 2023: -20.2%

June 2023: -15.5%

May 2023: -14.7%

April 2023: -9.8%

March 2023: -8.3%

February 2023: -15.6%

January 2023: -25%

December 2022: -20.6%

November 2022: -14.6%

October 2022: -5.6%

September 2022: 3.1%

August 2022: 11.4%

July 2022: 7%

June 2022: 9%

May 2022: 12.4%

April 2022: 6.4%

March 2022: 7.7%

February 2022: 9.5%

January 2022: 17.6%

December 2021: 18.4%

November 2021: 24.2%

October 2021: 17.9%

September 2021: 12.3%

August 2021: 2.7%

July 2021: 12.7%

June 2021: 15.9%

May 2021: 8.8%

April 2021: 6%

March 2021: 12.1%

February 2021: 4.2%

January 2021: 12.8%

December 2020: 6.8%

November 2020: -4.9%

October 2020: -3.1%

September 2020: 5.9%

August 2020: 7.7%

July 2020: 6%

June 2020: 16.1% (Revised to 13.9%)

May 2020: -4.6%

April 2020: 9.7%

March 2020: 17.6%

February 2020: 3% (Revised to 3.1%)

January 2020: - 3.3%

December 2019: 2.4%

November 2019: - 5.9%

October 2019: - 12.3%

September 2019: -8.1%

August 2019: - 8.9%

July 2019: -11.2%

June 2019: -17.3%

May 2019: -15.9%

April 2019: -10%

March 2019: -11.7%

February 2019: 4.9%

January 2019: -10.1%

December 2018: -8.5%

November 2018: -2.6%

October 2018: 8.3%

September 2018: 8.3%

August 2018: 5%

July 2018: 11.8% (Corrected)

June 2018: 1.1%

May 2018: 15.5%

April 2018: 11.8%

March 2018: -2.7%

February 2018: -5.9%

January 2018: 13%

December 2017: 3.1%

November 2017: 9.1%

October 2017: 20.9%

September 2017: -1.1%

August 2017: 16.7%

July 2017: 8.5%

June 2017: 8.2%

May 2017: -1.2%

Apr 2017: -0.7%

Mar 2017: 16.5%

Feb 2017: 21.1%

Del Monte - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
01/05/23	phillip	Del Monte	0.335	0.67	Buy
03/10/23	Lim & Tan	Del Monte	0.32	0.67	Buy
03/15/23	phillip	Del Monte	0.25	0.4	Buy	PER6x FY23
09/08/23	Lim & Tan	Del Monte	0.158	0.4	Buy
12/14/23	Lim & Tan	Del Monte	0.152	0.2	Accumulate