Wilmar - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
01/17/24	Lim & Tan	Wilmar	3.42	4.02	Accumulate
01/23/24	UOB Kay Hian	Wilmar	3.33	3.35	Hold
02/22/24	UOB Kay Hian	Wilmar	3.26	3.35	Hold	Sum of parts
02/22/24	DMG & Partners	Wilmar	3.26	4.1	Buy
02/22/24	DBS Vickers	Wilmar	3.26	4.3	Buy
02/26/24	Citi Research	Wilmar	3.39	4.38	Buy	PER12x FY24
03/08/24	CIMB	Wilmar	3.36	3.94	Add
04/19/24	DBS Vickers	Wilmar	3.38	4.3	Buy
04/22/24	UOB Kay Hian	Wilmar	3.37	3.35	Hold	Sum of parts
05/02/24	DMG & Partners	Wilmar	3.23	3.5	Neutral	Sum of parts
05/02/24	Citi Research	Wilmar	3.23	4.25	Buy	PER12x FY24
05/07/24	UOB Kay Hian	Wilmar	3.22	3.35	Hold	Sum of parts
05/07/24	Kim Eng	Wilmar	3.22	3.44	Hold
06/11/24	DBS Vickers	Wilmar	3.1	4.3	Buy
07/11/24	DBS Vickers	Wilmar	3.12	4.3	Buy	PER13x FY24
07/15/24	CIMB	Wilmar	3.17	3.94	Add	PER11x FY25
08/06/24	UOB Kay Hian	Wilmar	3.09	3.25	Hold	Sum of parts
08/12/24	DMG & Partners	Wilmar	3.07	3.3	Neutral	Sum of parts
08/14/24	DBS Vickers	Wilmar	3.01	4.3	Buy	PER12x FY24
08/15/24	DMG & Partners	Wilmar	3.09	3.1	Neutral	Sum of parts
08/16/24	CIMB	Wilmar	3.13	3.63	Add
09/20/24	CIMB	Wilmar	3.18	3.63	Add
10/11/24	Amfrasers	Wilmar	3.34	3.6	Buy
10/18/24	UOB Kay Hian	Wilmar	3.31	3.25	Hold	Sum of parts
10/18/24	Aletheia Capital	Wilmar	3.31	2.1	Sell
11/01/24	UOB Kay Hian	Wilmar	3.2	3	Hold	Sum of parts
11/01/24	DBS Vickers	Wilmar	3.2	4.3	Buy	PER12x FY24
11/01/24	Lim & Tan	Wilmar	3.2	0	Take Profit
11/04/24	DBS Vickers	Wilmar	3.08	3.8	Buy	PER12.1x FY25
11/04/24	DMG & Partners	Wilmar	3.08	3	Neutral	Sum of parts
11/12/24	DMG & Partners	Wilmar	3.09	3.1	Neutral	Sum of parts
12/31/24	Lim & Tan	Wilmar	3.09	3.27	Hold
01/09/25	CIMB	Wilmar	3.05	3.47	Add
01/10/25	Aletheia Capital	Wilmar	3.04	3.54	Buy
01/22/25	DMG & Partners	Wilmar	3.08	3.1	Neutral	Sum of parts
02/07/25	UOB Kay Hian	Wilmar	3.26	3.18	Hold	Sum of parts
02/21/25	DBS Vickers	Wilmar	3.21	3.8	Buy	PER12.1x FY25
02/24/25	UOB Kay Hian	Wilmar	3.08	3.45	Buy	Sum of parts
02/24/25	DMG & Partners	Wilmar	3.08	3	Neutral	Sum of parts
04/22/25	CIMB	Wilmar	3.13	3.15	Hold
04/30/25	UOB Kay Hian	Wilmar	3.02	3.45	Buy	Sum of parts
04/30/25	DBS Vickers	Wilmar	3.02	3.8	Buy	PER12.1x FY25

Wee Hur - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
01/03/25	phillip	Wee Hur	0.42	0.62	Buy	Sum of parts
03/10/25	phillip	Wee Hur	0.43	0.62	Buy	Sum of parts
04/04/25	phillip	Wee Hur	0.46	0.62	Buy	Sum of parts

Stock calls for 30 April 2025

Date	Analyst	Company	Last	Target	Call	Valuation
04/30/25	DBS Vickers	CDL Hospitality	0.795	1.1	Buy
04/30/25	DMG & Partners	Centurion	1.22	1.43	Buy
04/30/25	DBS Vickers	Far East Hospitality	0.555	0.75	Buy	DCF
04/30/25	UOB Kay Hian	Frasers Centrepoint Trust	2.26	2.73	Buy	DDM
04/30/25	DBS Vickers	Frasers Centrepoint Trust	2.26	2.75	Buy	DCF
04/30/25	Kim Eng	Mapletree Commercial	1.22	1.3	Buy
04/30/25	OCBC	Mapletree Commercial	1.22	1.45	Buy
04/30/25	UOB Kay Hian	Marco Polo	0.042	0.066	Buy	PER9.5x FY25
04/30/25	CIMB	Parkway Life	4.18	4.91	Add
04/30/25	OCBC	Parkway Life	4.18	4.65	Buy
04/30/25	OCBC	SGX	14.15	14.78	Hold
04/30/25	DBS Vickers	Sheng Siong	1.74	1.9	Buy	PER19x FY25
04/30/25	DBS Vickers	Starhill	0.495	0.68	Buy
04/30/25	UOB Kay Hian	Wilmar	3.02	3.45	Buy	Sum of parts
04/30/25	DBS Vickers	Wilmar	3.02	3.8	Buy	PER12.1x FY25

Another indicator is showing the US business activity is dropping significantly.

LA port is one of the busiest ports in the US but its activities are projected to decline significantly in May 2025.