Stock calls for 8 November 2024

Date	Analyst	Company	Last	Target	Call	Valuation
11/08/24	DBS Vickers	AEM	1.22	1.67	Buy	PER18x FY25
11/08/24	DBS Vickers	Capitaland Integrated Commercial Trust	1.96	2.3	Buy
11/08/24	Phillip	Capitaland Investment	2.8	3.38	Buy	Sum of parts
11/08/24	UOB Kay Hian	DBS	41.7	46.95	Buy	GGM, PB1.95x FY25
11/08/24	phillip	DBS	41.7	41.6	Neutral	GGM, PB1.98x FY24
11/08/24	DMG & Partners	DBS	41.7	44.7	Buy	GGM, PB1.81x FY25
11/08/24	OCBC	DBS	41.7	43.6	Hold
11/08/24	Kim Eng	DBS	41.7	46.91	Buy
11/08/24	CIMB	DBS	41.7	37.3	Hold
11/08/24	Kim Eng	ESR-Reit	0.265	0.32	Buy	DDM
11/08/24	UOB Kay Hian	Genting	0.84	1.12	Buy	EV/Ebitda9.3x FY25
11/08/24	DBS Vickers	Genting	0.84	1.05	Buy
11/08/24	UOB Kay Hian	OCBC	15.88	18.7	Buy
11/08/24	DBS Vickers	OCBC	15.88	14.9	Hold
11/08/24	Lim & Tan	OCBC	15.88	16.15	Hold
11/08/24	DBS Vickers	SATS	3.98	4.1	Buy
11/08/24	Lim & Tan	UOB	33.3	34.4	Hold
11/08/24	DBS Vickers	Yangzijiang Shipping	2.58	2.88	Buy
11/08/24	CIMB	Yangzijiang Shipping	2.58	3.2	Add

What the US Fed will do for its November FOMC meeting? - Part 2

Just as the Fedwatch tool projected, the US Fed cut its rates by 25bps.  With Trump in charge next year, the US Fed is worried that he will jack up the US inflation with his new tariff plans.

Rex - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
06/14/23	UOB Kay Hian	Rex	0.164	0.1	Sell	PB0.5x
07/25/23	UOB Kay Hian	Rex	0.18	0.1	Sell
08/28/23	UOB Kay Hian	Rex	0.153	0.1	Sell
11/27/23	UOB Kay Hian	Rex	0.17	0.1	Sell	PB0.5x
03/12/24	UOB Kay Hian	Rex	0.132	0.08	Sell	PB1x

RE&S - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
05/20/24	Lim & Tan	RE&S	0.265	0.36	Vote For	Offer price