US core PPI surged to 4-year high!

The core PPI will push the CPI higher in the US.  Let's watch out for  this.

Keppel DC Reit - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
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
06/27/25	UOB Kay Hian	Keppel DC Reit	2.3	2.87	Buy	DDM
07/09/25	UOB Kay Hian	Keppel DC Reit	2.22	2.69	Buy
07/16/25	CIMB	Keppel DC Reit	2.24	2.48	Add
07/18/25	Kim Eng	Keppel DC Reit	2.25	2.4	Buy	DDM
07/25/25	Lim & Tan	Keppel DC Reit	2.26	2.46	Accumulate on weakness
07/28/25	Phillip	Keppel DC Reit	2.32	2.33	Neutral	DDM
07/28/25	DBS Vickers	Keppel DC Reit	2.32	2.6	Buy
08/01/25	UOB Kay Hian	Keppel DC Reit	2.37	2.69	Buy	DDM
09/01/25	UOB Kay Hian	Keppel DC Reit	2.36	2.69	Buy	DDM
09/23/25	UOB Kay Hian	Keppel DC Reit	2.37	2.64	Buy	DDM
09/23/25	Lim & Tan	Keppel DC Reit	2.37	2.51	Accumulate
09/24/25	UOB Kay Hian	Keppel DC Reit	2.39	2.69	Buy	DDM
10/13/25	UOB Kay Hian	Keppel DC Reit	2.39	2.69	Buy	DDM
10/27/25	Phillip	Keppel DC Reit	2.4	2.4	Neutral	DDM
10/27/25	CIMB	Keppel DC Reit	2.4	2.59	Add	DDM
11/03/25	UOB Kay Hian	Keppel DC Reit	2.39	2.65	Buy	DDM
12/01/25	UOB Kay Hian	Keppel DC Reit	2.31	2.65	Buy	DDM
12/17/25	Lim & Tan	Keppel DC Reit	2.2	2.61	Accumulate on weakness
01/13/26	Kim Eng	Keppel DC Reit	2.24	2.6	Buy	DDM
02/02/26	UOB Kay Hian	Keppel DC Reit	2.28	2.82	Buy	DDM
02/02/26	Phillip	Keppel DC Reit	2.28	2.37	Accumulate	DDM
02/02/26	DBS Vickers	Keppel DC Reit	2.28	2.6	Buy
02/02/26	Lim & Tan	Keppel DC Reit	2.28	2.63	Accumulate on weakness
04/01/26	UOB Kay Hian	Keppel DC Reit	2.18	2.82	Buy	DDM
04/16/26	DBS Vickers	Keppel DC Reit	2.33	2.6	Buy
04/16/26	JPM	Keppel DC Reit	2.33	2.55	Buy
04/17/26	UOB Kay Hian	Keppel DC Reit	2.36	2.9	Buy	DDM
04/17/26	Phillip	Keppel DC Reit	2.36	2.37	Accumulate	DDM

Keppel Corp - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
04/10/25	DBS Vickers	Keppel Corp	5.66	9	Buy
04/24/25	Lim & Tan	Keppel Corp	6.4	8.22	Buy
04/25/25	UOB Kay Hian	Keppel Corp	6.59	9.25	Buy	Sum of parts
04/25/25	Phillip	Keppel Corp	6.59	8	Buy	Sum of parts
04/28/25	MorningStar	Keppel Corp	6.64	8.6	4-Star
04/28/25	CIMB	Keppel Corp	6.64	9.28	Add
06/06/25	DBS Vickers	Keppel Corp	6.97	9	Buy
06/26/25	Lim & Tan	Keppel Corp	7.4	0	Accumulate
07/17/25	CIMB	Keppel Corp	8.01	9.28	Add
08/01/25	UOB Kay Hian	Keppel Corp	8.47	9.51	Buy	Sum of parts
08/01/25	CIMB	Keppel Corp	8.47	10.23	Add	Sum of parts
08/01/25	Lim & Tan	Keppel Corp	8.47	8.89	Accumulate
08/04/25	Phillip	Keppel Corp	8.31	10.5	Buy	Sum of parts
08/06/25	Lim & Tan	Keppel Corp	8.42	9.37	Accumulate
08/12/25	UOB Kay Hian	Keppel Corp	8.58	10.46	Buy	Sum of parts
08/12/25	Phillip	Keppel Corp	8.58	10.7	Buy	Sum of parts
08/12/25	Lim & Tan	Keppel Corp	8.58	9.7	Accumulate
09/04/25	Lim & Tan	Keppel Corp	8.64	9.76	Accumulate
09/24/25	Lim & Tan	Keppel Corp	8.91	10	Accumulate
09/26/25	Lim & Tan	Keppel Corp	8.87	9.94	Accumulate
10/03/25	CIMB	Keppel Corp	9.14	10.23	Add	Sum of parts
10/10/25	JPM	Keppel Corp	9.17	12.5	Overweight
10/15/25	UOB Kay Hian	Keppel Corp	9.01	10.85	Buy	Sum of parts
10/30/25	Lim & Tan	Keppel Corp	9.89	10.14	Accumulate on weakness
10/31/25	UOB Kay Hian	Keppel Corp	10.05	11.7	Buy	PER16.8x FY26
10/31/25	CIMB	Keppel Corp	10.05	12.71	Add	PER
10/31/25	Lim & Tan	Keppel Corp	10.05	10.35	Accumulate on weakness
11/03/25	Phillip	Keppel Corp	10.19	12.2	Buy	Sum of parts
01/02/26	Lim & Tan	Keppel Corp	10.35	11.4	Accumulate
01/02/26	JPM	Keppel Corp	10.35	13.1	Overweight
01/05/26	UOB Kay Hian	Keppel Corp	10.37	11.7	Buy	PER16.8x FY26
02/05/26	Lim & Tan	Keppel Corp	10.95	11.97	Accumulate
02/06/26	UOB Kay Hian	Keppel Corp	11.62	13.23	Buy	PER18x
02/09/26	Phillip	Keppel Corp	11.64	13.8	Buy	Sum of parts
02/09/26	Lim & Tan	Keppel Corp	11.64	12.3	Accumulate
03/10/26	UOB Kay Hian	Keppel Corp	11.82	13.23	Buy	PER18x
03/26/26	Lim & Tan	Keppel Corp	12.45	14	Accumulate
03/27/26	CIMB	Keppel Corp	12.27	13.52	Add	Sum of parts
03/27/26	JPM	Keppel Corp	12.27	12	Neutral
04/21/26	Lim & Tan	Keppel Corp	11.86	13.38	Accumulate
04/24/26	UOB Kay Hian	Keppel Corp	11.62	13.23	Buy	PER18x
04/24/26	CIMB	Keppel Corp	11.62	13.52	Add	Sum of parts
04/27/26	Phillip	Keppel Corp	11.55	13.8	Buy	Sum of parts
04/27/26	JPM	Keppel Corp	11.55	12	Neutral
05/04/26	UOB Kay Hian	Keppel Corp	10.87	13.23	Buy	PER18x
05/05/26	Lim & Tan	Keppel Corp	10.87	12.94	Accumulate

Jumbo - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
12/19/25	uSMART	Jumbo	0.28	0.34	Buy
01/12/26	Lim & Tan	Jumbo	0.29	0.35	Accumulate on weakness

Stock calls for 13 May 2026

Date	Analyst	Company	Last	Target	Call	Valuation
05/13/26	UOB Kay Hian	BRC Asia	4.49	5.3	Buy	PER14x FY26
05/13/26	CIMB	BRC Asia	4.49	5.5	Add	EV/Ebitda
05/13/26	UOB Kay Hian	Bumitama	1.82	2.01	Buy	PER14x FY26
05/13/26	DBS Vickers	Bumitama	1.82	2.3	Buy	PER20.4x FY26
05/13/26	OCBC	Bumitama	1.82	2.2	Buy	PER
05/13/26	Amfrasers	Fortress Minerals	0.26	0.26	Neutral	Sum of parts
05/13/26	UOB Kay Hian	Genting	0.69	0.75	Hold	EV/Ebitda7.7x FY26
05/13/26	DBS Vickers	Genting	0.69	0.67	Hold	EV/Ebitda7.3x FY26
05/13/26	CIMB	Genting	0.69	0.67	Hold	EV/Ebitda
05/13/26	DBS Vickers	NTT DC Reit	1.01	1.2	Buy	DCF
05/13/26	Lim & Tan	NTT DC Reit	1.01	1.27	Accumulate
05/13/26	UOB Kay Hian	Parkway Life	3.99	5.45	Buy	DDM
05/13/26	UOB Kay Hian	SIA Engineering	3.28	3.85	Buy	PER21.2x FY28
05/13/26	CIMB	SIA Engineering	3.28	3.8	Add
05/13/26	UOB Kay Hian	UMS	2.6	4.01	Buy	PER37.5x FY28
05/13/26	Lim & Tan	Valuetronics	1.18	1	Sell