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Friday, January 10, 2025

Keppel Reit - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

05/31/23

Citi Research

Keppel Reit

0.87

0.99

Buy


07/26/23

UOB Kay Hian

Keppel Reit

0.925

1.12

Buy

DDM

07/26/23

DBS Vickers

Keppel Reit

0.925

1.15

Buy


07/26/23

CIMB

Keppel Reit

0.925

1.14

Add

DDM

07/26/23

DMG & Partners

Keppel Reit

0.925

1.08

Buy

DDM

07/26/23

Lim & Tan

Keppel Reit

0.925

1

Accumulate on weakness


07/27/23

OCBC

Keppel Reit

0.915

0.87

Hold


09/26/23

CIMB

Keppel Reit

0.88

1.14

Add

DDM

10/05/23

UOB Kay Hian

Keppel Reit

0.84

1.08

Buy


10/09/23

UOB Kay Hian

Keppel Reit

0.83

1.06

Buy

DDM

10/10/23

DBS Vickers

Keppel Reit

0.83

1.15

Buy


10/10/23

Lim & Tan

Keppel Reit

0.83

1.01

Accumulate


10/18/23

Kim Eng

Keppel Reit

0.84

1

Buy

DDM

10/18/23

Lim & Tan

Keppel Reit

0.84

0.99

Hold


10/18/23

DMG & Partners

Keppel Reit

0.84

1.08

Buy


10/18/23

CIMB

Keppel Reit

0.84

1.14

Add


10/18/23

Citi Research

Keppel Reit

0.84

0.99

Buy

DDM

11/20/23

UOB Kay Hian

Keppel Reit

0.85

1.06

Buy

DDM

11/20/23

DMG & Partners

Keppel Reit

0.85

1.08

Buy


12/01/23

UOB Kay Hian

Keppel Reit

0.87

1.06

Buy


12/15/23

DBS Vickers

Keppel Reit

0.92

1.15

Buy


01/02/24

UOB Kay Hian

Keppel Reit

0.93

1.06

Buy


01/03/24

UOB Kay Hian

Keppel Reit

0.935

1.17

Buy


01/30/24

Lim & Tan

Keppel Reit

0.895

0.99

Accumulate on weakness


01/31/24

UOB Kay Hian

Keppel Reit

0.915

1.24

Buy

DDM

01/31/24

DMG & Partners

Keppel Reit

0.915

1.08

Buy


02/19/24

DMG & Partners

Keppel Reit

0.895

1.08

Buy


03/13/24

UOB Kay Hian

Keppel Reit

0.86

1.24

Buy

DDM

04/02/24

UOB Kay Hian

Keppel Reit

0.87

1.26

Buy

DDM

04/02/24

Kim Eng

Keppel Reit

0.87

1

Buy


04/03/24

DMG & Partners

Keppel Reit

0.87

1.08

Buy

DDM

04/04/24

Citi Research

Keppel Reit

0.88

0.9

Hold


04/23/24

Lim & Tan

Keppel Reit

0.85

1.01

Accumulate


04/24/24

UOB Kay Hian

Keppel Reit

0.85

1.2

Buy

DDM

05/06/24

UOB Kay Hian

Keppel Reit

0.865

1.2

Buy

DDM

05/06/24

OCBC

Keppel Reit

0.865

0.92

Buy


06/04/24

UOB Kay Hian

Keppel Reit

0.855

1.2

Buy

DDM

06/26/24

DMG & Partners

Keppel Reit

0.84

1.08

Buy


07/02/24

UOB Kay Hian

Keppel Reit

0.84

1.15

Buy

DDM

07/25/24

DBS Vickers

Keppel Reit

0.875

1.15

Buy


07/25/24

DMG & Partners

Keppel Reit

0.875

1.08

Buy


07/29/24

Kim Eng

Keppel Reit

0.875

1

Buy


07/31/24

CIMB

Keppel Reit

0.885

1.15

Add

DDM

07/31/24

DMG & Partners

Keppel Reit

0.885

1.05

Buy

DDM

08/01/24

Lim & Tan

Keppel Reit

0.875

1.01

Accumulate


08/05/24

Kim Eng

Keppel Reit

0.88

1

Buy

DDM

08/05/24

OCBC

Keppel Reit

0.88

0.98

Buy


08/22/24

UOB Kay Hian

Keppel Reit

0.855

1.15

Buy

DDM

08/30/24

DMG & Partners

Keppel Reit

0.885

1.05

Buy

DDM

09/11/24

Lim & Tan

Keppel Reit

0.925

1.02

Accumulate


10/02/24

DMG & Partners

Keppel Reit

0.96

1.05

Buy

DDM

10/22/24

DBS Vickers

Keppel Reit

0.94

1.15

Buy


10/22/24

Lim & Tan

Keppel Reit

0.94

1.02

Accumulate


10/23/24

UOB Kay Hian

Keppel Reit

0.925

1.25

Buy

DDM

10/23/24

Kim Eng

Keppel Reit

0.925

1.05

Buy


10/23/24

CIMB

Keppel Reit

0.925

1.15

Add


10/23/24

Citi Research

Keppel Reit

0.925

0.9

Hold


11/04/24

DBS Vickers

Keppel Reit

0.895

1.15

Buy


12/16/24

DMG & Partners

Keppel Reit

0.855

1.05

Buy

DDM

01/02/25

UOB Kay Hian

Keppel Reit

0.87

1.25

Buy

DDM

01/10/25

DMG & Partners

Keppel Reit

0.875

1.05

Buy

DDM

Stock calls for 10 January 2025

Date

Analyst

Company

Last

Target

Call

Valuation

01/10/25

DMG & Partners

A-Reit

2.58

3.2

Buy

DDM

01/10/25

DMG & Partners

AIMS AMP Cap Ind Reit

1.29

1.46

Buy

DDM

01/10/25

DMG & Partners

Capitaland Integrated Commercial Trust

1.95

2.3

Buy

DDM

01/10/25

DMG & Partners

CDL Hospitality

0.88

1

Neutral

DDM

01/10/25

UOB Kay Hian

Comfortdelgro

1.44

1.77

Buy

PER16x FY25

01/10/25

DMG & Partners

Elite ComReit

0.29

0.35

Buy

DDM

01/10/25

DMG & Partners

ESR-Reit

0.255

0.34

Buy

DDM

01/10/25

CIMB

Food Empire

0.985

1.43

Add


01/10/25

DMG & Partners

Frasers Centrepoint Trust

2.14

2.35

Neutral

DDM

01/10/25

DMG & Partners

Keppel Pacific

0.2

0.29

Buy

DDM

01/10/25

DMG & Partners

Keppel Reit

0.875

1.05

Buy

DDM

01/10/25

DMG & Partners

Manulife US Reit

0.093

0.12

Neutral

DDM

01/10/25

DMG & Partners

Prime US Reit

0.17

0.23

Buy

DDM

01/10/25

DBS Vickers

SATS

3.62

4.4

Buy

EV/Ebitda8.3x FY25/26

01/10/25

Lim & Tan

SATS

3.62

4.38

Hold


01/10/25

Kim Eng

Singtel

3.08

3.65

Buy


01/10/25

DMG & Partners

Starhill

0.5

0.57

Buy

DDM

01/10/25

DMG & Partners

Stoneweg Reit

1.59

1.9

Buy


01/10/25

DMG & Partners

Suntec Reit

1.21

1.35

Buy


01/10/25

MorningStar

Suntec Reit

1.21

1.39

Reject Offer

Offer @ $1.19

01/10/25

OCBC

UOB

37.58

37.5

Hold


01/10/25

Aletheia Capital

Wilmar

3.04

3.54

Buy


Nobody dares to talk about sovereignty, territorial integrity and political independence when the US is the aggressor.

When Russia attacked Ukraine, many countries expressed strong support for sovereignty, territorial integrity and political independence.  However, when the US becomes the aggressor, everyone just keeps quiet and sweeps these under the carpet.