We have to take this core inflation report with a pinch of salt because it is skewed by the US government shutdown and festive season discounts.
Therefore, we won't comment much on this as it is meaningless. Let's wait for the next report then.
Friday, December 19, 2025
Thursday, December 18, 2025
Thomson Medical - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
12/16/24 | Kim Eng | Thomson Medical | 0.05 | 0.06 | Buy | |
01/20/25 | Kim Eng | Thomson Medical | 0.048 | 0.06 | Buy | |
02/13/25 | Kim Eng | Thomson Medical | 0.044 | 0.05 | Hold | EV/Ebitda |
02/18/25 | Phillip | Thomson Medical | 0.046 | 0.048 | Neutral | Sum of parts |
08/27/25 | Lim & Tan | Thomson Medical | 0.06 | 0.049 | Hold | |
09/03/25 | Phillip | Thomson Medical | 0.06 | 0.074 | Buy | Sum of parts |
Thakral - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
06/02/25 | Phillip | Thakral | 1.52 | 2.04 | Buy | PER8.4x FY25 |
06/18/25 | Lim & Tan | Thakral | 1.44 | 2.04 | Accumulate | |
08/25/25 | Phillip | Thakral | 1.43 | 2.12 | Buy | Sum of parts |
11/24/25 | Phillip | Thakral | 1.67 | 2.12 | Buy | Sum of parts |
Thai Beverage - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/03/25 | Goldman Sachs | Thai Beverage | 0.56 | 0.72 | Buy | |
01/07/25 | DBS Vickers | Thai Beverage | 0.565 | 0.77 | Buy | PER16x FY25 |
02/04/25 | DBS Vickers | Thai Beverage | 0.54 | 0.77 | Buy | PER16x FY25 |
02/17/25 | UOB Kay Hian | Thai Beverage | 0.5 | 0.56 | Buy | Sum of parts |
02/17/25 | Phillip | Thai Beverage | 0.5 | 0.56 | Accumulate | PER12x FY25 |
03/24/25 | CIMB | Thai Beverage | 0.52 | 0.58 | Add | |
05/13/25 | DBS Vickers | Thai Beverage | 0.515 | 0.63 | Buy | PER16x FY25 |
05/13/25 | Phillip | Thai Beverage | 0.515 | 0.56 | Accumulate | PER12x FY25 |
05/13/25 | UOB Kay Hian | Thai Beverage | 0.515 | 0.51 | Hold | Sum of parts |
06/16/25 | DMG & Partners | Thai Beverage | 0.515 | 0.69 | Buy | Sum of parts |
06/16/25 | UOB Kay Hian | Thai Beverage | 0.46 | 0.45 | Hold | Sum of parts |
06/23/25 | DBS Vickers | Thai Beverage | 0.445 | 0.63 | Buy | PER16x FY25 |
06/23/25 | Phillip | Thai Beverage | 0.445 | 0.56 | Buy | PER12x FY25 |
07/22/25 | Kim Eng | Thai Beverage | 0.475 | 0.45 | Hold | |
08/15/25 | DBS Vickers | Thai Beverage | 0.475 | 0.63 | Buy | PER16x FY25 |
08/15/25 | CIMB | Thai Beverage | 0.475 | 0.56 | Add | PER |
09/02/25 | DMG & Partners | Thai Beverage | 0.465 | 0.65 | Buy | Sum of parts |
10/27/25 | DBS Vickers | Thai Beverage | 0.495 | 0.63 | Buy | PER16x FY25 |
11/10/25 | DBS Vickers | Thai Beverage | 0.475 | 0.63 | Buy | PER16x FY25 |
11/27/25 | DBS Vickers | Thai Beverage | 0.465 | 0.62 | Buy | PER14x FY26 |
11/27/25 | Kim Eng | Thai Beverage | 0.465 | 0.43 | Hold | |
11/27/25 | CIMB | Thai Beverage | 0.465 | 0.58 | Add | Sum of parts |
11/27/25 | DMG & Partners | Thai Beverage | 0.465 | 0.62 | Buy | Sum of parts |
12/01/25 | Phillip | Thai Beverage | 0.465 | 0.53 | Accumulate | PER12x FY26 |
Stock calls for 18 December 2025
Date | Analyst | Company | Last | Target | Call | Valuation |
12/18/25 | SAC Capital | Skylink | 0.295 | 0.44 | Buy |
Wednesday, December 17, 2025
Telechoice - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
09/29/25 | Phillip | Telechoice | 0.164 | 0.215 | Buy | PER15x FY25 |
11/20/25 | Phillip | Telechoice | 0.18 | 0.215 | Buy | PER15x FY25 |
Suntec Reit - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
12/06/24 | Lim & Tan | Suntec Reit | 1.17 | 1.24 | Reject Offer | Offer @ $1.16 |
12/06/24 | DMG & Partners | Suntec Reit | 1.17 | 1.35 | Reject Offer | Offer @ $1.16 |
12/09/24 | MorningStar | Suntec Reit | 1.23 | 1.38 | Reject Offer | Offer @ $1.16 |
01/02/25 | UOB Kay Hian | Suntec Reit | 1.17 | 1.18 | Hold | DDM |
01/09/25 | Lim & Tan | Suntec Reit | 1.19 | 1.24 | Hold | NAV $2.07 |
01/10/25 | DMG & Partners | Suntec Reit | 1.21 | 1.35 | Buy | Reject Offer |
01/10/25 | MorningStar | Suntec Reit | 1.21 | 1.39 | Reject Offer | Offer @ $1.19 |
01/24/25 | Lim & Tan | Suntec Reit | 1.21 | 1.19 | Hold | NAV $2.05 |
01/28/25 | CIMB | Suntec Reit | 1.2 | 1.33 | Hold | |
02/10/25 | Phillip | Suntec Reit | 1.17 | 1.33 | Accumulate | DDM |
02/12/25 | OCBC | Suntec Reit | 1.14 | 1.14 | Hold | |
03/06/25 | UOB Kay Hian | Suntec Reit | 1.12 | 1.18 | Hold | DDM |
04/01/25 | UOB Kay Hian | Suntec Reit | 1.18 | 1.18 | Hold | DDM |
04/25/25 | DBS Vickers | Suntec Reit | 1.16 | 1.15 | Hold | |
04/25/25 | Lim & Tan | Suntec Reit | 1.16 | 1.25 | Hold | |
04/28/25 | Phillip | Suntec Reit | 1.15 | 1.33 | Buy | DDM |
04/29/25 | CIMB | Suntec Reit | 1.14 | 1.26 | Hold | |
04/29/25 | CIMB | Suntec Reit | 1.14 | 1.17 | Hold | |
05/21/25 | UOB Kay Hian | Suntec Reit | 1.13 | 1.18 | Hold | DDM |
06/16/25 | DMG & Partners | Suntec Reit | 1.14 | 1.35 | Buy | |
06/23/25 | Phillip | Suntec Reit | 1.12 | 1.33 | Buy | DDM |
06/27/25 | UOB Kay Hian | Suntec Reit | 1.13 | 1.3 | Hold | DDM |
07/25/25 | DBS Vickers | Suntec Reit | 1.18 | 1.15 | Hold | |
07/25/25 | Lim & Tan | Suntec Reit | 1.18 | 1.22 | Hold | |
07/28/25 | Phillip | Suntec Reit | 1.19 | 1.36 | Buy | DDM |
08/01/25 | UOB Kay Hian | Suntec Reit | 1.16 | 1.31 | Hold | DDM |
08/07/25 | DBS Vickers | Suntec Reit | 1.2 | 1.4 | Buy | |
08/21/25 | JPM | Suntec Reit | 1.23 | 1.45 | Overweight | |
09/01/25 | UOB Kay Hian | Suntec Reit | 1.32 | 1.31 | Hold | DDM |
09/05/25 | DBS Vickers | Suntec Reit | 1.3 | 1.4 | Buy | |
09/09/25 | DMG & Partners | Suntec Reit | 1.35 | 1.48 | Buy | |
10/27/25 | DBS Vickers | Suntec Reit | 1.37 | 1.4 | Buy | |
10/31/25 | DMG & Partners | Suntec Reit | 1.35 | 1.6 | Buy | |
10/31/25 | OCBC | Suntec Reit | 1.35 | 1.3 | Hold | |
11/03/25 | Phillip | Suntec Reit | 1.34 | 1.4 | Accumulate | DDM |
Stoneweg Reit SGD - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
03/24/25 | Lim & Tan | Stoneweg Reit SGD | 2.12 | 2.64 | Accumulate | SGD |
07/09/25 | Lim & Tan | Stoneweg Reit SGD | 2.28 | 2.75 | Accumulate | SGD |
Stock calls for 17 December 2025
Date | Analyst | Company | Last | Target | Call | Valuation |
12/17/25 | Lim & Tan | Capitaland Integrated Commercial Trust | 2.33 | 0 | Accumulate | |
12/17/25 | Amfrasers | Ever Gloy Uinited Holdings | 0.7 | 1.2 | Outperform | DCF |
12/17/25 | Lim & Tan | Keppel DC Reit | 2.2 | 2.61 | Accumulate on weakness | |
12/17/25 | Kim Eng | Sembcorp Industries | 5.92 | 5.65 | Hold |
Tuesday, December 16, 2025
Stoneweg Reit - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/03/25 | Phillip | Stoneweg Reit | 1.57 | 1.95 | Buy | |
01/10/25 | DMG & Partners | Stoneweg Reit | 1.59 | 1.9 | Buy | |
02/17/25 | Phillip | Stoneweg Reit | 1.57 | 1.95 | Buy | |
02/18/25 | DBS Vickers | Stoneweg Reit | 1.57 | 1.85 | Buy | DCF |
03/13/25 | Phillip | Stoneweg Reit | 1.38 | 1.86 | Buy | DDM |
04/21/25 | Phillip | Stoneweg Reit | 1.42 | 1.86 | Buy | DDM |
05/02/25 | Phillip | Stoneweg Reit | 1.5 | 1.86 | Buy | DDM |
06/23/25 | Phillip | Stoneweg Reit | 1.52 | 1.86 | Buy | DDM |
06/25/25 | CIMB | Stoneweg Reit | 1.55 | 1.93 | Add | |
06/26/25 | DMG & Partners | Stoneweg Reit | 1.56 | 1.9 | Buy | |
08/18/25 | Phillip | Stoneweg Reit | 1.59 | 1.86 | Buy | DDM |
09/22/25 | Phillip | Stoneweg Reit | 1.55 | 1.86 | Buy | DDM |
10/06/25 | Lim & Tan | Stoneweg Reit | 1.52 | 1.88 | Accumulate | |
10/07/25 | DMG & Partners | Stoneweg Reit | 1.52 | 1.9 | Buy | |
10/23/25 | Phillip | Stoneweg Reit | 1.53 | 1.86 | Buy | DDM |
11/06/25 | DBS Vickers | Stoneweg Reit | 1.53 | 1.8 | Buy | DCF |
11/07/25 | OCBC | Stoneweg Reit | 1.56 | 1.87 | Buy | |
11/10/25 | Phillip | Stoneweg Reit | 1.57 | 1.86 | Buy | DDM |