Sunday, August 31, 2025
Friday, August 29, 2025
The US core inflation has risen but the FED will make a political decision in September to ease its rates.
US 1-year inflation expectation: 3.5% (Way above Fed's target - 2%)
5-year inflation expectation: 4.8%
We can see that the US inflation and inflation expectations have risen and the only reason that the US Fed will ease its rates in September is POLITICAL (to get Trump off the FED's back). This doesn't bode well for the US because it means the US FED has lost its independence and it's making a decision based on politics.
Mapletree Industrial - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
06/14/24 | UOB Kay Hian | Mapletree Industrial | 2.18 | 2.93 | Buy | DDM |
07/02/24 | UOB Kay Hian | Mapletree Industrial | 2.11 | 2.78 | Buy | DDM |
07/15/24 | DBS Vickers | Mapletree Industrial | 2.25 | 2.6 | Buy | |
07/29/24 | Kim Eng | Mapletree Industrial | 2.27 | 2.15 | Hold | |
07/29/24 | OCBC | Mapletree Industrial | 2.27 | 2.71 | Buy | |
07/29/24 | DBS Vickers | Mapletree Industrial | 2.27 | 2.6 | Buy | |
09/26/24 | UOB Kay Hian | Mapletree Industrial | 2.44 | 3.03 | Buy | DDM |
10/01/24 | DBS Vickers | Mapletree Industrial | 2.43 | 2.6 | Buy | DCF |
10/03/24 | UOB Kay Hian | Mapletree Industrial | 2.5 | 3.05 | Buy | DDM |
10/04/24 | Kim Eng | Mapletree Industrial | 2.53 | 2.6 | Buy | |
10/30/24 | DBS Vickers | Mapletree Industrial | 2.39 | 2.75 | Buy | DCF |
11/01/24 | UOB Kay Hian | Mapletree Industrial | 2.4 | 3.05 | Buy | DDM |
11/04/24 | CIMB | Mapletree Industrial | 2.4 | 2.82 | Add | DDM |
11/04/24 | MorningStar | Mapletree Industrial | 2.4 | 2.3 | Hold | |
11/11/24 | DBS Vickers | Mapletree Industrial | 2.27 | 2.75 | Buy | DCF |
01/02/25 | UOB Kay Hian | Mapletree Industrial | 2.21 | 3.05 | Buy | DDM |
01/23/25 | Lim & Tan | Mapletree Industrial | 2.21 | 2.62 | Accumulate | |
01/24/25 | CIMB | Mapletree Industrial | 2.21 | 2.82 | Add | DDM |
01/27/25 | UOB Kay Hian | Mapletree Industrial | 2.21 | 2.89 | Buy | DDM |
02/12/25 | UOB Kay Hian | Mapletree Industrial | 2.06 | 2.7 | Buy | DDM |
02/12/25 | Kim Eng | Mapletree Industrial | 2.06 | 2.3 | Buy | |
03/06/25 | UOB Kay Hian | Mapletree Industrial | 2.01 | 2.7 | Buy | DDM |
03/17/25 | DBS Vickers | Mapletree Industrial | 2.08 | 2.6 | Buy | DCF |
04/01/25 | UOB Kay Hian | Mapletree Industrial | 2.1 | 2.7 | Buy | DDM |
04/24/25 | Lim & Tan | Mapletree Industrial | 2.05 | 2.45 | Buy | |
05/02/25 | DBS Vickers | Mapletree Industrial | 2.02 | 2.6 | Buy | DCF |
05/02/25 | Lim & Tan | Mapletree Industrial | 2.02 | 2.42 | Buy | |
05/05/25 | UOB Kay Hian | Mapletree Industrial | 2.02 | 2.73 | Buy | DDM |
05/05/25 | CIMB | Mapletree Industrial | 2.02 | 2.56 | Add | DDM |
05/07/25 | Kim Eng | Mapletree Industrial | 2.02 | 2.2 | Buy | |
05/07/25 | OCBC | Mapletree Industrial | 2.02 | 2.46 | Buy | |
06/13/25 | DBS Vickers | Mapletree Industrial | 1.95 | 2.6 | Buy | DCF |
06/20/25 | UOB Kay Hian | Mapletree Industrial | 1.97 | 2.73 | Buy | DDM |
06/25/25 | Lim & Tan | Mapletree Industrial | 1.97 | 2.28 | Buy | |
06/27/25 | UOB Kay Hian | Mapletree Industrial | 2 | 3.04 | Buy | DDM |
07/29/25 | DBS Vickers | Mapletree Industrial | 2.07 | 2.6 | Buy | DCF |
08/01/25 | UOB Kay Hian | Mapletree Industrial | 2.03 | 3.04 | Buy | DDM |
08/11/25 | DBS Vickers | Mapletree Industrial | 1.99 | 2.6 | Buy | DCF |
08/29/25 | UOB Kay Hian | Mapletree Industrial | 2.05 | 2.3 | Hold | DDM |
Mapletree Commercial - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
06/03/24 | UOB Kay Hian | Mapletree Commercial | 1.22 | 1.9 | Buy | PB |
06/04/24 | CIMB | Mapletree Commercial | 1.25 | 1.59 | Add | DDM |
06/28/24 | Lim & Tan | Mapletree Commercial | 1.22 | 1.55 | Accumulate | |
06/28/24 | Citi Research | Mapletree Commercial | 1.22 | 1.47 | Buy | |
07/01/24 | DBS Vickers | Mapletree Commercial | 1.22 | 1.75 | Buy | DCF |
07/02/24 | UOB Kay Hian | Mapletree Commercial | 1.24 | 1.73 | Buy | |
07/08/24 | CIMB | Mapletree Commercial | 1.23 | 1.58 | Add | DDM |
07/09/24 | UOB Kay Hian | Mapletree Commercial | 1.23 | 1.68 | Buy | DDM |
07/29/24 | Kim Eng | Mapletree Commercial | 1.28 | 1.3 | Hold | |
09/10/24 | DBS Vickers | Mapletree Commercial | 1.41 | 1.75 | Buy | DCF |
10/07/24 | DBS Vickers | Mapletree Commercial | 1.51 | 1.75 | Buy | DCF |
10/25/24 | DBS Vickers | Mapletree Commercial | 1.41 | 1.8 | Buy | DCF |
10/25/24 | Lim & Tan | Mapletree Commercial | 1.41 | 1.52 | Accumulate | |
10/25/24 | Citi Research | Mapletree Commercial | 1.41 | 1.47 | Buy | DDM & RNAV |
10/29/24 | UOB Kay Hian | Mapletree Commercial | 1.33 | 1.71 | Buy | DDM |
11/26/24 | Macquarie | Mapletree Commercial | 1.23 | 1.6 | Buy | |
11/26/24 | OCBC | Mapletree Commercial | 1.23 | 1.54 | Buy | |
01/02/25 | UOB Kay Hian | Mapletree Commercial | 1.21 | 1.71 | Buy | DDM |
01/24/25 | DBS Vickers | Mapletree Commercial | 1.19 | 1.8 | Buy | DCF |
01/27/25 | UOB Kay Hian | Mapletree Commercial | 1.2 | 1.6 | Buy | DDM |
01/27/25 | OCBC | Mapletree Commercial | 1.2 | 1.48 | Buy | |
01/27/25 | Citi Research | Mapletree Commercial | 1.2 | 1.47 | Buy | |
03/06/25 | UOB Kay Hian | Mapletree Commercial | 1.19 | 1.6 | Buy | DDM |
04/01/25 | UOB Kay Hian | Mapletree Commercial | 1.25 | 1.6 | Buy | DDM |
04/25/25 | DBS Vickers | Mapletree Commercial | 1.22 | 1.8 | Buy | DCF |
04/28/25 | UOB Kay Hian | Mapletree Commercial | 1.22 | 1.62 | Buy | DDM |
04/28/25 | CIMB | Mapletree Commercial | 1.22 | 1.48 | Add | DDM |
04/29/25 | DBS Vickers | Mapletree Commercial | 1.21 | 1.5 | 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 | JPM | Mapletree Commercial | 1.22 | 1.2 | Neutral | |
05/21/25 | UOB Kay Hian | Mapletree Commercial | 1.18 | 1.62 | Buy | DDM |
06/27/25 | UOB Kay Hian | Mapletree Commercial | 1.25 | 1.8 | Buy | DDM |
07/31/25 | DBS Vickers | Mapletree Commercial | 1.31 | 1.5 | Buy | DCF |
07/31/25 | Kim Eng | Mapletree Commercial | 1.31 | 1.35 | Buy | DDM |
08/01/25 | UOB Kay Hian | Mapletree Commercial | 1.29 | 1.8 | Buy | DDM |
08/04/25 | UOB Kay Hian | Mapletree Commercial | 1.28 | 1.86 | Buy | DDM |
08/05/25 | JPM | Mapletree Commercial | 1.32 | 1.5 | Overweight |
Manulife US Reit - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
06/26/24 | DMG & Partners | Manulife US Reit | 0.066 | 0.12 | Trading Buy | |
08/06/24 | DMG & Partners | Manulife US Reit | 0.07 | 0.12 | Trading Buy | DDM |
08/07/24 | CIMB | Manulife US Reit | 0.073 | 0.22 | Add | DDM |
09/30/24 | DBS Vickers | Manulife US Reit | 0.124 | 0.1 | Hold | |
09/30/24 | Lim & Tan | Manulife US Reit | 0.124 | 0.15 | No Rating | |
10/01/24 | DMG & Partners | Manulife US Reit | 0.124 | 0.12 | Neutral | DDM |
01/10/25 | DMG & Partners | Manulife US Reit | 0.093 | 0.12 | Neutral | DDM |
05/13/25 | DBS Vickers | Manulife US Reit | 0.063 | 0.1 | Hold | |
05/28/25 | DMG & Partners | Manulife US Reit | 0.062 | 0.7 | Neutral | DDM |
Stock calls for 29 August 2025
Date | Analyst | Company | Last | Target | Call | Valuation |
08/29/25 | UOB Kay Hian | AEM | 1.52 | 1.25 | Sell | |
08/29/25 | Lim & Tan | Civmec | 0.945 | 0 | Accumulate on weakness | |
08/29/25 | UOB Kay Hian | Digicore Reit | 0.515 | 0.88 | Buy | DDM |
08/29/25 | OCBC | Info-Tech System | 0.86 | 1 | Buy | |
08/29/25 | Aletheia Capital | Info-Tech System | 0.86 | 1.17 | Buy | DCF |
08/29/25 | CIMB | Isoteam | 0.08 | 0.102 | Add | PER |
08/29/25 | Kim Eng | Isoteam | 0.08 | 0.1 | Buy | |
08/29/25 | UOB Kay Hian | Mapletree Industrial | 2.05 | 2.3 | Hold | DDM |
08/29/25 | DBS Vickers | Sheng Siong | 2.02 | 2.3 | Buy | PER20.9x FY26 |
08/29/25 | Lim & Tan | Tiong Woon | 0.775 | 0 | Buy |
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