Lendlease Reit - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/06/25	UOB Kay Hian	Lendlease Reit	0.49	0.72	Buy	DDM
04/01/25	UOB Kay Hian	Lendlease Reit	0.51	0.72	Buy	DDM
05/08/25	DBS Vickers	Lendlease Reit	0.515	0.75	Buy
05/09/25	Phillip	Lendlease Reit	0.505	0.69	Buy	DDM
05/21/25	UOB Kay Hian	Lendlease Reit	0.49	0.72	Buy	DDM
05/21/25	Citi Research	Lendlease Reit	0.49	0.49	Hold	DDM
06/20/25	DBS Vickers	Lendlease Reit	0.5	0.75	Buy	DCF
06/27/25	UOB Kay Hian	Lendlease Reit	0.515	0.8	Buy	DDM
07/03/25	UOB Kay Hian	Lendlease Reit	0.53	0.76	Buy	DDM
07/03/25	Kim Eng	Lendlease Reit	0.53	0.57	Hold
08/01/25	UOB Kay Hian	Lendlease Reit	0.55	0.76	Buy	DDM
08/05/25	DBS Vickers	Lendlease Reit	0.565	0.75	Buy	DCF
08/05/25	Lim & Tan	Lendlease Reit	0.565	0.63	Accumulate
08/06/25	Phillip	Lendlease Reit	0.575	0.7	Buy	DDM
08/08/25	CIMB	Lendlease Reit	0.575	0.67	Add	DDM
08/11/25	UOB Kay Hian	Lendlease Reit	0.575	0.79	Buy	DDM
08/26/25	Citi Research	Lendlease Reit	0.595	0.66	Buy	DDM
09/01/25	UOB Kay Hian	Lendlease Reit	0.6	0.79	Buy	DDM
09/23/25	DBS Vickers	Lendlease Reit	0.615	0.75	Buy	DCF
10/06/25	Kim Eng	Lendlease Reit	0.65	0.69	Buy	DDM
11/03/25	UOB Kay Hian	Lendlease Reit	0.64	0.79	Buy	DDM
11/06/25	UOB Kay Hian	Lendlease Reit	0.635	0.81	Buy	DDM
12/01/25	UOB Kay Hian	Lendlease Reit	0.62	0.81	Buy	DDM
01/02/26	UOB Kay Hian	Lendlease Reit	0.62	0.81	Buy	DDM
02/02/26	UOB Kay Hian	Lendlease Reit	0.64	0.81	Buy	DDM
02/16/26	DBS Vickers	Lendlease Reit	0.625	0.75	Buy	DCF
02/16/26	Lim & Tan	Lendlease Reit	0.625	0.72	Accumulate
02/19/26	UOB Kay Hian	Lendlease Reit	0.625	0.78	Buy	DDM
02/23/26	Phillip	Lendlease Reit	0.615	0.73	Buy	DDM
03/16/26	Kim Eng	Lendlease Reit	0.555	0.74	Buy	DDM
03/27/26	UOB Kay Hian	Lendlease Reit	0.53	0.78	Buy	DDM

KSH - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
05/30/25	Lim & Tan	KSH	0.235	0	Accumulate
07/17/25	Lim & Tan	KSH	0.28	0	Accumulate on weakness
10/27/25	Lim & Tan	KSH	0.41	0.51	Accumulate	Sum of parts
11/14/25	Lim & Tan	KSH	0.385	0.51	Accumulate	Sum of parts
12/29/25	Lim & Tan	KSH	0.36	0.51	Accumulate	Sum of parts
02/19/26	Lim & Tan	KSH	0.35	0.51	Accumulate	Sum of parts

Stock calls for 18 May 2026

Date	Analyst	Company	Last	Target	Call	Valuation
05/18/26	Phillip	Centurion	1.52	1.85	Buy	Sum of parts
05/18/26	Lim & Tan	Civmec	1.47	0	Accumulate on weakness
05/18/26	CIMB	First Resources	3.9	4.39	Add	PER
05/18/26	DBS Vickers	Frasers Property	113	1.5	Buy	RNAV (45% disc)
05/18/26	Amfrasers	Geo Energy	0.58	1.27	outperform	DCF
05/18/26	CIMB	Keppel Corp	10.6	11.5	Hold	Sum of parts
05/18/26	CIMB	Marco Polo	0.187	0.21	Add	PER
05/18/26	Lim & Tan	Marco Polo	0.187	0.2	Accumulate
05/18/26	DBS Vickers	Nam Cheong	1.41	1.9	Buy	PER12x FY26
05/18/26	phillip	Netlink	1.02	0.96	Neutral
05/18/26	DBS Vickers	Netlink	1.02	1.08	Buy	DCF
05/18/26	CIMB	Netlink	1.02	1.07	Add	DDM
05/18/26	DBS Vickers	Prime US Reit	0.167	0.33	Buy	PB0.65x & DCF
05/18/26	CIMB	SIA	6.42	6.44	Hold	PB
05/18/26	phillip	SIA Engineering	3.15	4.06	Buy	PER25x
05/18/26	OCBC	Singapore Post	0.335	0.4	Hold
05/18/26	DBS Vickers	ST Engineering	10.37	12.4	Buy	PER33x FY26/27
05/18/26	Phillip	Thai Beverage	0.43	0.53	Buy	PER12x FY26
05/18/26	DBS Vickers	Thai Beverage	0.43	0.53	Buy	PER12x FY26

Stock market alert: The stock market is getting very dicey!

Let's take a look at 2 indicators and you will understand how dicey is the stock market now.

The Shiller Cape Ratio: It is above 41 now and is the 2nd highest ever.

The warren buffett index (WFI) is above 231 now.  What does this mean? Just look below!

Baltic dry index - 3151

 
Related stock: Seatrium, Cosco & Pan Ocean.

US rig count (weekly) - 551

Related stock: Seatrium & Cosco.
 

Kingsmen Creative - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
04/14/26	Lim & Tan	Kingsmen Creative	0.6	0	Buy

Kin Global - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
04/17/26	Amfrasers	Kin Global	0.23	0.28	outperform	Sum of parts

Kimly - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
11/25/25	uSMART	Kimly	0.385	0.4	Hold
11/26/25	Lim & Tan	Kimly	0.385	0.4	Hold
05/07/26	DBS Vickers	Kimly	0.395	0.52	Buy	DCF & PER18x

Stock calls for 15 May 2026

Date	Analyst	Company	Last	Target	Call	Valuation
05/15/26	UOB Kay Hian	AEM	9.91	12.99	Buy	PER40x FY27
05/15/26	CIMB	AEM	9.91	14.79	Add	PER43x FY27
05/15/26	CIMB	CSE Global	1.77	2.1	Add	PER
05/15/26	Lim & Tan	CSE Global	1.77	2	Accumulate
05/15/26	DBS Vickers	SIA	6.27	6.5	Hold	EV/Ebitda4.4x FY27
05/15/26	DMG & Partners	Starhub	1.01	0.87	Sell
05/15/26	DBS Vickers	Starhub	1.01	0.94	Fully Valued	Sum of parts
05/15/26	DBS Vickers	Thai Beverage	0.42	0.62	Buy	PER14x FY26
05/15/26	CIMB	Thai Beverage	0.42	0.58	Add	Sum of parts
05/15/26	CIMB	UMS	2.95	4.17	Add
05/15/26	UOB Kay Hian	United Hampshire	0.52	0.72	Buy	DDM
05/15/26	Phillip	United Hampshire	0.52	0.69	Buy	DDM

Keppel Reit - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/06/25	UOB Kay Hian	Keppel Reit	0.815	1.06	Buy	DDM
03/17/25	DBS Vickers	Keppel Reit	0.86	1.1	Buy
04/01/25	UOB Kay Hian	Keppel Reit	0.86	1.06	Buy	DDM
04/23/25	DBS Vickers	Keppel Reit	0.83	1.1	Buy
04/23/25	Lim & Tan	Keppel Reit	0.83	1	Accumulate
04/24/25	DMG & Partners	Keppel Reit	0.845	1.05	Buy
05/21/25	UOB Kay Hian	Keppel Reit	0.855	1.06	Buy	DDM
06/27/25	UOB Kay Hian	Keppel Reit	0.885	1.18	Buy	DDM
07/30/25	DBS Vickers	Keppel Reit	0.95	1.1	Buy
07/31/25	UOB Kay Hian	Keppel Reit	0.97	1.18	Buy	DDM
07/31/25	CIMB	Keppel Reit	0.97	1.08	Add	DDM
08/06/25	DMG & Partners	Keppel Reit	0.94	1.05	Buy	DDM
08/25/25	UOB Kay Hian	Keppel Reit	0.965	1.18	Buy	DDM
09/30/25	UOB Kay Hian	Keppel Reit	1.01	1.18	Buy	DDM
10/09/25	UOB Kay Hian	Keppel Reit	1.03	1.2	Buy	DDM
10/09/25	Lim & Tan	Keppel Reit	1.03	1.03	Accumulate on weakness
10/09/25	DMG & Partners	Keppel Reit	1.03	1.05	Neutral	DDM
10/28/25	JPM	Keppel Reit	1.03	1.18	Overweight
10/30/25	CIMB	Keppel Reit	1.08	1.2	Add	DDM
11/03/25	UOB Kay Hian	Keppel Reit	1.05	1.2	Buy	DDM
12/01/25	UOB Kay Hian	Keppel Reit	1.06	1.2	Buy	DDM
12/12/25	CIMB	Keppel Reit	1.03	1.2	Add	DDM
12/15/25	Kim Eng	Keppel Reit	0.96	1	Hold	DDM
01/02/26	UOB Kay Hian	Keppel Reit	0.975	1.12	Buy	DDM
01/02/26	Lim & Tan	Keppel Reit	0.975	1.05	Hold
01/02/26	DMG & Partners	Keppel Reit	0.975	0.98	Neutral
02/04/26	DBS Vickers	Keppel Reit	0.98	1.1	Buy
02/05/26	DBS Vickers	Keppel Reit	0.975	1.05	Buy
02/05/26	OCBC	Keppel Reit	0.975	1.06	Buy
02/16/26	UOB Kay Hian	Keppel Reit	0.94	1.15	Buy	DDM
04/01/26	UOB Kay Hian	Keppel Reit	0.89	1.15	Buy	DDM
04/21/26	DBS Vickers	Keppel Reit	0.92	1.05	Buy
04/21/26	CIMB	Keppel Reit	0.92	1.09	Add	DDM
04/22/26	UOB Kay Hian	Keppel Reit	0.91	1.13	Buy	DDM
04/23/26	DMG & Partners	Keppel Reit	0.895	0.99	Neutral