Date | Analyst | Company | Last | Target | Call | Valuation |
09/29/24 | Kim Eng | Far East Hospitality | 0.625 | 0.8 | Buy | |
07/29/24 | Kim Eng | A-Reit | 2.66 | 2.9 | Buy | DDM |
07/29/24 | DBS Vickers | ART | 0.9 | 1.15 | Buy | DCF |
07/29/24 | Kim Eng | ART | 0.9 | 1.1 | Buy | |
07/29/24 | Citi Research | ART | 0.9 | 1.12 | Buy | DDM & RNAV |
07/29/24 | Kim Eng | Capitaland Integrated Commercial Trust | 2.05 | 2.25 | Buy | DDM |
07/29/24 | Kim Eng | CDL Hospitality | 0.97 | 1.1 | Buy | |
07/29/24 | Kim Eng | ESR-Reit | 0.275 | 0.32 | Buy | |
07/29/24 | OCBC | First Reit | 0.255 | 0.28 | Buy | |
07/29/24 | Kim Eng | First Reit | 0.255 | 0.28 | Buy | |
07/29/24 | Kim Eng | Frasers Centrepoint Trust | 2.2 | 2.4 | Buy | |
07/29/24 | Kim Eng | Frasers Hospitality Trust | 0.42 | 0.51 | Buy | |
07/29/24 | UOB Kay Hian | Ifast Corp | 7.5 | 8.03 | Hold | |
07/29/24 | DBS Vickers | Japfa | 0.33 | 0.45 | Buy | PER6.5x FY25 |
07/29/24 | Phillip | Keppel DC Reit | 1.9 | 1.93 | Accumulate | DDM |
07/29/24 | UOB Kay Hian | Keppel DC Reit | 1.9 | 2.09 | Buy | DDM |
07/29/24 | Kim Eng | Keppel Reit | 0.875 | 1 | Buy | |
07/29/24 | Kim Eng | Lendlease Reit | 0.6 | 0.7 | Buy | |
07/29/24 | Kim Eng | Mapletree Commercial | 1.28 | 1.3 | Hold | |
07/29/24 | Kim Eng | Mapletree Industrial | 2.27 | 2.15 | Hold | |
07/29/24 | OCBC | Mapletree Industrial | 2.27 | 2.71 | Buy | |
07/29/24 | DBS Vickers | Mapletree Industrial | 2.27 | 2.6 | Buy | |
07/29/24 | Kim Eng | Mapletree Logistics | 1.3 | 1.32 | Buy | |
07/29/24 | DBS Vickers | OUE Commercial | 0.285 | 0.33 | Buy | DCF |
07/29/24 | OCBC | Parkway Life | 3.58 | 4.29 | Buy | DDM |
07/29/24 | Lim & Tan | Parkway Life | 3.58 | 4.27 | Accumulate | |
07/29/24 | DBS Vickers | Raffles Medical | 1.02 | 1 | Hold | |
07/29/24 | Lim & Tan | Raffles Medical | 1.02 | 1.14 | Hold | |
07/29/24 | UOB Kay Hian | SIA Engineering | 2.29 | 2.7 | Buy | DCF |
07/29/24 | CIMB | SIA Engineering | 2.29 | 2.65 | Add | |
07/29/24 | OCBC | SIA Engineering | 2.29 | 2.69 | Buy | |
07/29/24 | Kim Eng | Suntec Reit | 1.18 | 1.1 | Hold | |
07/29/24 | CIMB | Suntec Reit | 1.18 | 1.22 | Hold |
Monday, July 29, 2024
Stock calls for 29 July 2024
Sunday, July 28, 2024
What will the US Fed do for its July meeting?
The Fedwatch tool is projecting the US Fed to stay put in July again. Thus, it is likely that the US Fed will only cut its rates in September and avoid the November cut because of the US election. However, if the inflation data start to rebound before its September meeting, the US Fed will continue to stay put for the rest of the year. Let's watch how this will pan out.
US core PCE and inflation expectation!
The US core PCE (mom) was 0.2% and core PCE(yoy) was 2.6%. However, the US 5-year inflation expectations remained at 3% for the past few months. This means that the US consumers are not expecting inflation to fall much further.
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