AIMS AMP Cap Ind Reit - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
06/26/24	DMG & Partners	AIMS AMP Cap Ind Reit	1.26	1.46	Buy
07/25/24	DMG & Partners	AIMS AMP Cap Ind Reit	1.29	1.46	Buy
07/25/24	Kim Eng	AIMS AMP Cap Ind Reit	1.29	1.39	Buy
08/05/24	Kim Eng	AIMS AMP Cap Ind Reit	1.3	1.39	Buy
08/30/24	DMG & Partners	AIMS AMP Cap Ind Reit	1.28	1.46	Buy	DDM
08/30/24	OCBC	AIMS AMP Cap Ind Reit	1.28	1.46	Buy
10/15/24	DMG & Partners	AIMS AMP Cap Ind Reit	1.29	1.46	Buy	DDM
11/05/24	DBS Vickers	AIMS AMP Cap Ind Reit	1.27	1.55	Buy	DCF
11/05/24	Lim & Tan	AIMS AMP Cap Ind Reit	1.27	1.46	Accumulate
11/11/24	OCBC	AIMS AMP Cap Ind Reit	1.26	1.5	Buy
12/11/24	Lim & Tan	AIMS AMP Cap Ind Reit	1.26	1.47	Accumulate
12/16/24	DMG & Partners	AIMS AMP Cap Ind Reit	1.24	1.46	Buy	DDM
01/10/25	DMG & Partners	AIMS AMP Cap Ind Reit	1.29	1.46	Buy	DDM
01/31/25	Lim & Tan	AIMS AMP Cap Ind Reit	1.28	1.47	Accumulate
02/19/25	DMG & Partners	AIMS AMP Cap Ind Reit	1.26	1.46	Buy	DDM
03/03/25	Kim Eng	AIMS AMP Cap Ind Reit	1.23	1.39	Buy	DDM
03/24/25	DMG & Partners	AIMS AMP Cap Ind Reit	1.26	1.48	Buy	DDM
05/07/25	DBS Vickers	AIMS AMP Cap Ind Reit	1.27	1.55	Buy	DCF
05/07/25	Lim & Tan	AIMS AMP Cap Ind Reit	1.27	1.43	Accumulate
05/08/25	Kim Eng	AIMS AMP Cap Ind Reit	1.27	1.2	Hold	DDM
06/27/25	Lim & Tan	AIMS AMP Cap Ind Reit	1.31	1.41	Hold
07/14/25	Lim & Tan	AIMS AMP Cap Ind Reit	1.33	1.5	Accumulate

Stock calls for 21 July 2025

Date	Analyst	Company	Last	Target	Call	Valuation
07/21/25	Phillip	Centurion	1.73	1.88	Accumulate	Sum of parts
07/21/25	Kim Eng	Frencken	1.45	1.75	Buy
07/21/25	Kim Eng	Sheng Siong	2.08	2.3	Buy
07/21/25	DMG & Partners	ST Engineering	8.4	8.7	Buy
07/21/25	DBS Vickers	Wee Hur	0.585	0.8	Unrated	Sum of parts (10% disc)

Why did a hacker group attack Singapore critical infrastructure?

https://www.straitstimes.com/singapore/who-is-unc3886-the-group-that-attacked-spores-critical-information-infrastructure

Could this hacker group (UNC3886) be taking a revenge against Singapore (SG) for deepseek's cyberattack during CNY 2025?

Unbeknownst to ordinary Singaporeans, deepseek server in China was attacked on the 1st day of CNY 2025 by a few countries and this deepseek cyberattack was orchestrated by the US.  Deepseek activated its cyberattack defence system including using quantum computing to defeat the cyberattack.  All the overseas IPs that attacked deepseek were recorded and analysed and SG was one of the countries that was involved in the cyberattack.

Thus, this attack against SG critical infrastructure may not be a state sponsored act but is a personal vendetta.

Baltic dry index - 2052

Related stock: Seatrium, Cosco & Pan Ocean.

US rig count (weekly) - 544

Related stock: Seatrium & Cosco.

AEM - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
06/11/24	CIMB	AEM	1.92	1.82	Reduce
06/26/24	DBS Vickers	AEM	1.85	1.97	Hold
07/10/24	Lim & Tan	AEM	1.85	2	Hold
07/10/24	Kim Eng	AEM	1.85	2.02	Hold
08/15/24	DBS Vickers	AEM	1.46	1.34	Hold	PER11x FY25
08/15/24	CIMB	AEM	1.46	1.72	Reduce
08/15/24	Kim Eng	AEM	1.46	1.12	Sell
08/23/24	Lim & Tan	AEM	1.31	1	Sell
08/23/24	UOB Kay Hian	AEM	1.31	1.05	Sell	PER13x FY25
11/08/24	DBS Vickers	AEM	1.22	1.67	Buy	PER18x FY25
11/14/24	UOB Kay Hian	AEM	1.42	1.1	Sell	PER14x FY25
11/14/24	DBS Vickers	AEM	1.42	1.72	Buy	PER20x FY25
02/28/25	DBS Vickers	AEM	1.43	1.72	Buy	PER20x FY25
03/03/25	UOB Kay Hian	AEM	1.32	1.09	Sell	PER15x FY25
03/03/25	DBS Vickers	AEM	1.32	1.69	Buy	PER20x FY25/26
04/22/25	UOB Kay Hian	AEM	1.1	1.09	Sell	PER15x FY25
05/14/25	DBS Vickers	AEM	1.21	1.69	Buy	PER20x FY25/26
05/15/25	UOB Kay Hian	AEM	1.29	1.09	Sell	PER15x FY25
05/15/25	DBS Vickers	AEM	1.29	1.5	Buy	PER20x FY25/26
06/26/25	DBS Vickers	AEM	1.24	1.5	Buy	PER20x FY25/26

Ascendas Reit - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
06/25/24	UOB Kay Hian	A-Reit	2.54	3.62	Buy	DDM
06/26/24	DBS Vickers	A-Reit	2.57	3.25	Buy
06/26/24	DMG & Partners	A-Reit	2.57	3.2	Buy
07/05/24	DBS Vickers	A-Reit	2.57	3.25	Buy
07/11/24	UOB Kay Hian	A-Reit	2.57	3.44	Buy	DDM
07/25/24	DMG & Partners	A-Reit	2.68	3.2	Buy	DDM
07/29/24	Kim Eng	A-Reit	2.66	2.9	Buy	DDM
07/31/24	CIMB	A-Reit	2.68	3.06	Add	DDM
07/31/24	Lim & Tan	A-Reit	2.68	3.13	Accumulate
08/05/24	Kim Eng	A-Reit	2.78	2.9	Buy	DDM
08/05/24	DMG & Partners	A-Reit	2.78	3.2	Buy	DDM
08/05/24	OCBC	A-Reit	2.78	3.23	Buy
08/07/24	DBS Vickers	A-Reit	2.61	3.25	Buy	DCF
08/12/24	UOB Kay Hian	A-Reit	2.65	3.44	Buy	DDM
09/02/24	CIMB	A-Reit	2.88	3.06	Add	DDM
09/25/24	CIMB	A-Reit	2.88	3.23	Add	DDM
10/02/24	DMG & Partners	A-Reit	2.9	3.2	Buy
10/07/24	DBS Vickers	A-Reit	2.87	3.25	Buy	DCF
10/14/24	Lim & Tan	A-Reit	2.79	3.15	Accumulate
10/16/24	DMG & Partners	A-Reit	2.77	3.21	Buy	DDM
10/28/24	Kim Eng	A-Reit	2.75	3.1	Buy
10/30/24	UOB Kay Hian	A-Reit	2.72	3.74	Buy	DDM
10/30/24	OCBC	A-Reit	2.72	3.32	Buy
11/15/24	Lim & Tan	A-Reit	2.62	3.16	Accumulate
11/26/24	Macquarie	A-Reit	2.59	3.28	Buy
12/16/24	DMG & Partners	A-Reit	2.55	3.2	Buy	DDM
12/17/24	DBS Vickers	A-Reit	2.55	3.25	Buy	DCF
12/18/24	Lim & Tan	A-Reit	2.55	3.19	Accumulate
12/19/24	OCBC	A-Reit	2.55	3.32	Buy
01/02/25	UOB Kay Hian	A-Reit	2.57	3.74	Buy	DDM
01/10/25	DMG & Partners	A-Reit	2.58	3.2	Buy	DDM
02/07/25	DBS Vickers	A-Reit	2.59	3.2	Buy	DCF
02/07/25	CIMB	A-Reit	2.59	3.1	Add	DDM
02/07/25	Lim & Tan	A-Reit	2.59	3.19	Accumulate
02/10/25	UOB Kay Hian	A-Reit	2.64	3.51	Buy	DDM
02/10/25	DMG & Partners	A-Reit	2.64	3.2	Buy	DDM
02/10/25	MorningStar	A-Reit	2.64	2.9	4-Star
02/10/25	OCBC	A-Reit	2.64	3.3	Buy
03/06/25	UOB Kay Hian	A-Reit	2.55	3.51	Buy	DDM
04/01/25	UOB Kay Hian	A-Reit	2.67	3.51	Buy	DDM
04/17/25	DMG & Partners	A-Reit	2.62	3.2	Buy	DDM
04/29/25	DBS Vickers	A-Reit	2.68	3.2	Buy	DCF
04/29/25	OCBC	A-Reit	2.68	3.21	Buy
05/21/25	UOB Kay Hian	A-Reit	2.58	3.51	Buy	DDM
05/28/25	Lim & Tan	A-Reit	2.61	3.12	Accumulate
05/29/25	CIMB	A-Reit	2.61	3.1	Add	DDM
06/13/25	DBS Vickers	A-Reit	2.6	3.2	Buy	DCF
06/18/25	UOB Kay Hian	A-Reit	2.64	3.58	Buy	DDM
06/27/25	UOB Kay Hian	A-Reit	2.66	4.02	Buy	DDM
07/16/25	CIMB	A-Reit	2.75	3.1	Add	DDM

17Live Group - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/19/24	Phillip	17Live Group	0.875	1.8	Buy	DCF
11/26/24	Lim & Tan	17Live Group	0.99	1.8	Accumulate
01/06/25	Lim & Tan	17Live Group	0.94	1.8	Accumulate
03/04/25	Phillip	17Live Group	0.845	1.28	Buy	DCF
03/05/25	Lim & Tan	17Live Group	0.83	1.28	Accumulate
07/11/25	Lim & Tan	17Live Group	1.09	1.3	Accumulate

Stock calls for 18 July 2025

Date	Analyst	Company	Last	Target	Call	Valuation
07/18/25	OCBC	Boustead	1.64	2	Buy	Sum of parts
07/18/25	Citi Research	City Developments	5.87	9.01	Buy
07/18/25	UOB Kay Hian	DBS	46.68	47	Hold	GGM, PB1.96x FY26
07/18/25	CIMB	Food Empire	2.12	2.73	Add
07/18/25	Lim & Tan	Hyphens Pharma	0.33	0.35	Accumulate on weakness
07/18/25	Kim Eng	Keppel DC Reit	2.25	2.4	Buy	DDM
07/18/25	UOB Kay Hian	Lum Chang Creations	0.25	0.39	Buy
07/18/25	UOB Kay Hian	OCBC	17.08	19.25	Buy	GGM, PB1.38x FY26