Frasers Logistics - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
05/05/23	DBS Vickers	Frasers Logistics	1.36	1.55	Buy
05/05/23	CIMB	Frasers Logistics	1.36	1.52	Add	DDM
05/05/23	Lim & Tan	Frasers Logistics	1.36	1.43	Neutral
06/01/23	UOB Kay Hian	Frasers Logistics	1.28	1.56	Buy
06/05/23	DBS Vickers	Frasers Logistics	1.28	1.55	Buy
07/03/23	UOB Kay Hian	Frasers Logistics	1.25	1.56	Buy
08/02/23	DBS Vickers	Frasers Logistics	1.24	1.55	Buy
08/03/23	OCBC	Frasers Logistics	1.24	1.52	Buy
09/05/23	UOB Kay Hian	Frasers Logistics	1.18	1.56	Buy
10/05/23	UOB Kay Hian	Frasers Logistics	1.07	1.47	Buy
11/02/23	Lim & Tan	Frasers Logistics	1.04	1.35	Neutral
11/02/23	DBS Vickers	Frasers Logistics	1.04	1.55	Buy	DCF
11/03/23	DBS Vickers	Frasers Logistics	1.08	1.44	Buy	DCF
11/03/23	CIMB	Frasers Logistics	1.08	1.27	Add	DDM
12/01/23	UOB Kay Hian	Frasers Logistics	1.11	1.47	Buy
12/15/23	DBS Vickers	Frasers Logistics	1.14	1.44	Buy
01/02/24	UOB Kay Hian	Frasers Logistics	1.15	1.47	Buy
01/03/24	UOB Kay Hian	Frasers Logistics	1.14	1.65	Buy
01/31/24	DBS Vickers	Frasers Logistics	1.08	1.44	Buy
01/31/24	OCBC	Frasers Logistics	1.08	1.37	Buy
03/13/24	UOB Kay Hian	Frasers Logistics	1.05	1.65	Buy
03/15/24	Lim & Tan	Frasers Logistics	1.04	1.3	Accumulate
03/18/24	CIMB	Frasers Logistics	1.02	1.27	Add	DDM
03/27/24	UOB Kay Hian	Frasers Logistics	1.05	1.52	Buy	DDM
04/04/24	UOB Kay Hian	Frasers Logistics	1.05	1.52	Buy	DDM
04/18/24	DBS Vickers	Frasers Logistics	1	1.44	Buy
05/06/24	UOB Kay Hian	Frasers Logistics	1	1.52	Buy	DDM
05/07/24	DBS Vickers	Frasers Logistics	1.01	1.44	Buy
05/07/24	Lim & Tan	Frasers Logistics	1.01	1.25	Accumulate
05/08/24	UOB Kay Hian	Frasers Logistics	1.01	1.55	Buy	DDM
05/09/24	Citi Research	Frasers Logistics	1.01	1.24	Buy
05/09/24	CIMB	Frasers Logistics	1.01	1.27	Add	DDM
05/09/24	OCBC	Frasers Logistics	1.01	1.35	Buy
06/04/24	UOB Kay Hian	Frasers Logistics	0.99	1.55	Buy	DDM

Frasers Hospitality Trust - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/07/23	DBS Vickers	Frasers Hospitality Trust	0.48	0.58	Buy
09/27/23	DBS Vickers	Frasers Hospitality Trust	0.5	0.58	Buy
11/07/23	DBS Vickers	Frasers Hospitality Trust	0.53	0.58	Buy	DCF
11/07/23	Lim & Tan	Frasers Hospitality Trust	0.53	0.56	Hold
11/09/23	Kim Eng	Frasers Hospitality Trust	0.52	0.53	Buy
11/21/23	DBS Vickers	Frasers Hospitality Trust	0.515	0.62	Buy	DCF
02/05/24	DBS Vickers	Frasers Hospitality Trust	0.46	0.62	Buy	DCF

Stock calls for 22 July 2024

Date	Analyst	Company	Last	Target	Call	Valuation
07/22/24	Phillip	ART	0.9	1.04	Accumulate	DDM
07/22/24	Lim & Tan	Ascendas India Trust	1.03	1.28	Accumulate
07/22/24	DBS Vickers	Comfortdelgro	1.39	1.8	Buy	Sum of parts
07/22/24	Kim Eng	Dyna-Mac	0.49	0.62	Buy
07/22/24	phillip	Elite ComReit	0.255	0.32	Buy	DDM
07/22/24	phillip	Far East Hospitality	0.62	0.79	Buy	DDM
07/22/24	UOB Kay Hian	Kimly	0.31	0.35	Hold
07/22/24	Phillip	Lendlease Reit	0.56	0.83	Buy	DDM
07/22/24	phillip	OUE Commercial	0.3	0.33	Buy	DDM
07/22/24	Citi Research	Sheng Siong	1.47	1.68	Buy
07/22/24	DMG & Partners	ST Engineering	4.45	5	Buy	Sum of parts
07/22/24	CIMB	ST Engineering	4.45	5	Add
07/22/24	Phillip	Suntec Reit	1.07	1.41	Buy

Latest IMF global growth projections!

The most significant GDP growth is Russia (3.2%) because it outperforms the EU region (0.9%) while it is at war with Ukraine.  Bravo!

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US rig count (weekly) - 586

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