Keppel DC Reit - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
06/03/24	DBS Vickers	Keppel DC Reit	1.8	2.2	Buy
06/03/24	OCBC	Keppel DC Reit	1.8	1.74	Hold
06/11/24	UOB Kay Hian	Keppel DC Reit	1.78	2.2	Buy	DDM
07/11/24	DBS Vickers	Keppel DC Reit	1.85	2.2	Buy
07/11/24	UOB Kay Hian	Keppel DC Reit	1.85	1.96	Hold
07/11/24	Lim & Tan	Keppel DC Reit	1.85	1.85	Hold
07/12/24	CIMB	Keppel DC Reit	1.91	1.99	Hold	DDM
07/12/24	UOB Kay Hian	Keppel DC Reit	1.91	1.98	Hold
07/12/24	Citi Research	Keppel DC Reit	1.91	2.07	Buy
07/15/24	OCBC	Keppel DC Reit	1.99	1.88	Hold
07/26/24	Citi Research	Keppel DC Reit	1.89	1.91	Buy
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
07/30/24	OCBC	Keppel DC Reit	1.99	1.97	Hold
09/13/24	UOB Kay Hian	Keppel DC Reit	2.18	2.28	Buy	DDM
10/18/24	DBS Vickers	Keppel DC Reit	2.22	2.2	Buy
10/21/24	UOB Kay Hian	Keppel DC Reit	2.25	2.5	Buy	DDM
10/21/24	Phillip	Keppel DC Reit	2.25	2.16	Neutral	DDM
10/21/24	Lim & Tan	Keppel DC Reit	2.25	2.25	Hold
10/21/24	OCBC	Keppel DC Reit	2.25	2.15	Hold
11/20/24	UOB Kay Hian	Keppel DC Reit	2.19	2.64	Buy	DDM
11/25/24	Phillip	Keppel DC Reit	2.22	2.16	Neutral	DDM
11/26/24	Macquarie	Keppel DC Reit	2.38	2.6	Buy
12/27/24	OCBC	Keppel DC Reit	2.17	2.44	Buy
01/02/25	UOB Kay Hian	Keppel DC Reit	2.18	2.64	Buy	DDM
01/03/25	Lim & Tan	Keppel DC Reit	2.21	2.37	Hold
01/20/25	CIMB	Keppel DC Reit	2.21	2.48	Add
01/27/25	Phillip	Keppel DC Reit	2.27	2.25	Neutral	DDM
01/27/25	DBS Vickers	Keppel DC Reit	2.27	2.5	Buy
01/31/25	UOB Kay Hian	Keppel DC Reit	2.15	2.53	Buy	DDM
02/17/25	DBS Vickers	Keppel DC Reit	2.1	2.5	Buy
02/17/25	Lim & Tan	Keppel DC Reit	2.1	2.44	Hold
03/06/25	UOB Kay Hian	Keppel DC Reit	2.11	2.53	Buy	DDM
03/14/25	CIMB	Keppel DC Reit	2.21	2.48	Add
03/20/25	UOB Kay Hian	Keppel DC Reit	2.17	2.55	Buy	DDM
04/04/25	UOB Kay Hian	Keppel DC Reit	2.13	2.55	Buy	DDM
04/17/25	DBS Vickers	Keppel DC Reit	2.05	2.5	Buy
04/21/25	Phillip	Keppel DC Reit	2.03	2.25	Accumulate	DDM
05/21/25	UOB Kay Hian	Keppel DC Reit	2.14	2.55	Buy	DDM

Keppel Corp - Stock calls

Jiutian - Stock calls

Stock calls for 10 June 2025

Jardine Matheson - Stock calls

Japfa - Stock calls

Isoteam - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
06/21/24	SAC Capital	Isoteam	0.059	0.073	Buy
07/25/24	SAC Capital	Isoteam	0.06	0.073	Buy	PER6.3x
09/02/24	SAC Capital	Isoteam	0.065	0.084	Buy
10/25/24	DMG & Partners	Isoteam	0.057	0.07	Buy	PER6x FY25
02/12/25	Kim Eng	Isoteam	0.065	0.09	Buy
02/14/25	DMG & Partners	Isoteam	0.06	0.07	Buy	PER6x FY25
03/21/25	DMG & Partners	Isoteam	0.077	0.08	Buy
03/25/25	Kim Eng	Isoteam	0.078	0.104	Buy
04/16/25	CIMB	Isoteam	0.069	0.096	Add
05/08/25	Amfrasers	Isoteam	0.077	0.1	outperform	DCF
05/23/25	Kim Eng	Isoteam	0.075	0.104	Buy

Stock calls for 9 June 2025

Baltic dry index - 1633

Related stock: Seatrium, Cosco & Pan Ocean.

US rig count (weekly) - 559

Related stock: Seatrium & Cosco.

US labour cost spiked in Q1 2025!

Labour cost Q1 2025: 6.6%

There seemed to be a shortage of labour or a mismatch in the labour skills that was causing a spike in the labour cost in Q1.  This didn't bode well for the US because business costs would increase due to the higher wage costs.  The rises in business costs will definitely be passed on to consumers and it will cause higher inflation.

ISDN - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/29/24	CIMB	ISDN	0.275	0.28	Hold
02/12/25	CIMB	ISDN	0.305	0.35	Add
03/11/25	CIMB	ISDN	0.35	0.4	Add	PER
04/22/25	CIMB	ISDN	0.315	0.28	Hold

Ireit - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
06/26/24	DMG & Partners	Ireit	0.3	0.47	Buy
07/12/24	DMG & Partners	Ireit	0.29	0.4	Buy	DDM
08/08/24	DBS Vickers	Ireit	0.305	0.33	Hold	DCF
09/25/24	Lim & Tan	Ireit	0.31	0.37	Accumulate
11/13/24	DBS Vickers	Ireit	0.29	0.33	Hold	DDM
01/02/25	DMG & Partners	Ireit	0.285	0.34	Buy	DDM
02/18/25	DBS Vickers	Ireit	0.265	0.25	Hold	DDM
04/07/25	DMG & Partners	Ireit	0.245	0.34	Buy	DDM