Keppel DC Reit - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
02/01/23	DBS Vickers	Keppel DC Reit	2.04	2.35	Buy
02/02/23	CIMB	Keppel DC Reit	2.11	2.39	Add	DDM
02/03/23	OCBC	Keppel DC Reit	2.12	1.98	Hold	Up from $1.78
02/03/23	Citi Research	Keppel DC Reit	2.12	1.91	Hold	Sum of parts
04/10/23	DBS Vickers	Keppel DC Reit	2.08	2.35	Buy
04/19/23	Lim & Tan	Keppel DC Reit	2.08	2.14	Neutral
04/19/23	OCBC	Keppel DC Reit	2.08	2.05	Hold
04/21/23	Phillip	Keppel DC Reit	2.11	2.26	Accumulate	DDM
06/05/23	DBS Vickers	Keppel DC Reit	2.1	2.35	Buy
06/05/23	Citi Research	Keppel DC Reit	2.1	2.16	Hold
07/25/23	DBS Vickers	Keppel DC Reit	2.27	2.45	Buy	DCF
07/25/23	Lim & Tan	Keppel DC Reit	2.27	2.24	Neutral
07/25/23	Citi Research	Keppel DC Reit	2.27	2.16	Neutral
07/26/23	Phillip	Keppel DC Reit	2.26	2.26	Neutral	DDM
08/31/23	CIMB	Keppel DC Reit	2.17	2.53	Add	DDM
09/27/23	DBS Vickers	Keppel DC Reit	2.12	2.45	Buy
10/17/23	DBS Vickers	Keppel DC Reit	2.01	2.45	Buy
10/18/23	Phillip	Keppel DC Reit	1.9	2.26	Buy	DDM
10/18/23	CIMB	Keppel DC Reit	1.9	2.53	Add
10/18/23	Citi Research	Keppel DC Reit	1.9	2.16	Buy
10/18/23	OCBC	Keppel DC Reit	1.9	2.02	Hold
11/27/23	Phillip	Keppel DC Reit	1.89	2.26	Buy
12/15/23	Lim & Tan	Keppel DC Reit	2.08	2.15	Hold
12/15/23	Citi Research	Keppel DC Reit	2.08	2.3	Buy
12/18/23	CIMB	Keppel DC Reit	1.89	2.53	Add
12/18/23	Citi Research	Keppel DC Reit	1.89	2.18	Buy	Sum of parts
01/11/24	UOB Kay Hian	Keppel DC Reit	1.85	2.1	Buy	DDM
01/15/24	DBS Vickers	Keppel DC Reit	1.84	2.45	Buy
01/26/24	Lim & Tan	Keppel DC Reit	1.8	2.11	Accumulate
01/29/24	DBS Vickers	Keppel DC Reit	1.76	2.2	Buy
01/29/24	CIMB	Keppel DC Reit	1.76	1.88	Hold
02/09/24	Phillip	Keppel DC Reit	1.71	1.86	Accumulate	DDM
02/14/24	DBS Vickers	Keppel DC Reit	1.74	2.2	Buy

Stock calls for 11 March 2024

Date	Analyst	Company	Last	Target	Call	Valuation
03/11/24	UOB Kay Hian	Dairy Farm	2.14	2.39	Buy	PER21x
03/11/24	CIMB	Dairy Farm	2.14	2.3	Add
03/11/24	Citi Research	Dairy Farm	2.14	3.13	Buy
03/11/24	phillip	DBS	33.75	38.9	Buy	GGM, PB2.14x FY24
03/11/24	DMG & Partners	DBS	33.75	36.1	Buy	GGM, PB1.43x
03/11/24	DBS Vickers	Hongkong Land	3.24	3.98	Buy	RNAV (65% disc)
03/11/24	CIMB	Hongkong Land	3.24	3.6	Hold	RNAV
03/11/24	Lim & Tan	Innotek	0.445	0	Accumulate
03/11/24	Lim & Tan	Jardine Matheson	39.11	0	Accumulate
03/11/24	DMG & Partners	OCBC	13.18	13.1	Neutral
03/11/24	UOB Kay Hian	Prime US Reit	0.127	0.45	Buy	DDM
03/11/24	DBS Vickers	Sembcorp Industries	5.07	7.15	Buy
03/11/24	phillip	UOB	28.3	34.9	Buy	GGM, PB1.41x FY24
03/11/24	DMG & Partners	UOB	28.3	29	Neutral	GGM, PB0.91x FY24

Baltic dry index - 2345

Related stock: Seatrium, Cosco & Pan Ocean.

US rig count (weekly) - 622

Related stock: Seatrium & Cosco.