Hot news: Russia has won the Ukraine war! - Part 2

It looks like Ukraine is the only sore loser in this war.

The US wants to resolve the EU high energy prices by resuming the Russian gas sales to Europe via Ukriane so that Ukraine can earn some fees to rebuild its country.

What does this mean?

This means that businesses will be back to the previous stage between the EU and Russia while Ukraine will lose up to 25% of its territory to Russia.

If this doesn't mean that Russia has won the Ukriane war, what else can it be?  Justice is served!

ESR Reit - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/04/25	CIMB	ESR-Reit	2.74	3.55	Add	DDM
10/28/25	DBS Vickers	ESR-Reit	2.87	3.2	Buy	DCF
10/30/25	CIMB	ESR-Reit	2.91	3.64	Add	DDM
10/30/25	DMG & Partners	ESR-Reit	2.91	3.15	Buy
11/06/25	Kim Eng	ESR-Reit	2.82	3	Buy	DDM
12/15/25	Lim & Tan	ESR-Reit	2.74	3.3	Accumulate
02/04/26	DBS Vickers	ESR-Reit	2.71	3.2	Buy	DCF
02/05/26	CIMB	ESR-Reit	2.75	3.43	Add	DDM
02/05/26	Kim Eng	ESR-Reit	2.75	3	Buy	DDM
04/29/26	CIMB	ESR-Reit	2.47	3.43	Add	DDM
07/08/26	DBS Vickers	ESR-Reit	2.34	3.2	Buy	DCF
07/08/26	DMG & Partners	ESR-Reit	2.34	3.05	Buy	DDM
07/28/26	DBS Vickers	ESR-Reit	2.48	3.1	Buy	DCF
07/29/26	CIMB	ESR-Reit	2.57	3.43	Add	DDM
08/11/26	DBS Vickers	ESR-Reit	2.45	3.2	Buy	DCF
09/07/26	DMG & Partners	ESR-Reit	2.27	2.48	Neutral	DDM
09/07/26	DBS Vickers	ESR-Reit	2.27	2.8	Hold	DCF
10/27/26	DBS Vickers	ESR-Reit	1.97	2.3	Hold	DCF, PB0.9x
10/28/26	Kim Eng	ESR-Reit	1.9	2.78	Buy	DDM

EGP Energy - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
09/17/26	UOB Kay Hian	EGP Energy	0.73	0.92	Buy	PER13.8x FY27
10/06/26	OCBC	EGP Energy	0.74	1.05	Buy	PER
10/29/26	UOB Kay Hian	EGP Energy	0.66	0.92	Buy	PER13.8x FY27

Elite ComReit - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/01/25	phillip	Elite ComReit	0.345	0.39	Buy	DDM
08/04/25	DBS Vickers	Elite ComReit	0.35	0.4	Buy	DCF
08/06/25	DMG & Partners	Elite ComReit	0.345	0.37	Buy
09/19/25	UOB Kay Hian	Elite ComReit	0.35	0.39	Buy	DDM
09/22/25	phillip	Elite ComReit	0.35	0.39	Buy	DDM
10/23/25	phillip	Elite ComReit	0.355	0.39	Buy	DDM
11/04/25	Lim & Tan	Elite ComReit	0.36	0.4	Hold
11/19/25	Amfrasers	Elite ComReit	0.36	0.41	Outperform	DDM
11/24/25	phillip	Elite ComReit	0.355	0.39	Buy	DDM
12/23/25	phillip	Elite ComReit	0.355	0.39	Buy	DDM
01/07/26	phillip	Elite ComReit	0.36	0.39	Buy	DDM
02/06/26	DBS Vickers	Elite ComReit	0.355	0.4	Buy	DCF
02/10/26	DMG & Partners	Elite ComReit	0.365	0.4	Buy
02/12/26	phillip	Elite ComReit	0.36	0.41	Buy	DDM
03/23/26	phillip	Elite ComReit	0.34	0.41	Buy	DDM
03/30/26	DBS Vickers	Elite ComReit	0.335	0.4	Buy	DCF
04/23/26	DMG & Partners	Elite ComReit	0.345	0.41	Buy
04/27/26	phillip	Elite ComReit	0.345	0.41	Buy	DDM
05/25/26	phillip	Elite ComReit	0.34	0.41	Buy	DDM
06/08/26	Kim Eng	Elite ComReit	0.34	0.41	Buy
06/17/26	Lim & Tan	Elite ComReit	0.34	0.42	Buy
06/22/26	phillip	Elite ComReit	0.34	0.41	Buy	DDM
07/27/26	phillip	Elite ComReit	0.31	0.41	Buy	DDM
08/11/26	phillip	Elite ComReit	0.315	0.41	Buy	DDM
08/11/26	DBS Vickers	Elite ComReit	0.315	0.4	Buy	DCF
09/21/26	phillip	Elite ComReit	0.305	0.41	Buy	DDM
10/23/26	phillip	Elite ComReit	0.305	0.41	Buy	DDM
11/02/26	Lim & Tan	Elite ComReit	0.305	0.41	Buy

Stock calls for 2 November 2026

Date	Analyst	Company	Last	Target	Call	Valuation
11/02/26	UOB Kay Hian	A-Reit	2.21	3.25	Neutral	DDM
11/02/26	Uob Kay Hian	Capitaland Integrated Commercial Trust	2.28	3.11	Buy	DDM
11/02/26	DBS Vickers	Daiwa House	0.41	0.44	Hold	DCF
11/02/26	Lim & Tan	Daiwa House	0.41	0.5	Accumulate on weakness
11/02/26	Lim & Tan	Elite ComReit	0.305	0.41	Buy
11/02/26	Phillip	Keppel Corp	10.09	13.8	Buy	Sum of parts
11/02/26	UOB Kay Hian	Keppel Reit	0.815	1.05	Buy	DDM
11/02/26	DBS Vickers	Lendlease Reit	0.545	0.65	Buy	DCF, PB0.9x
11/02/26	UOB Kay Hian	Lendlease Reit	0.545	0.8	Buy	DCF
11/02/26	UOB Kay Hian	Mapletree Commercial	1.15	1.67	Buy	DDM
11/02/26	OCBC	Mapletree Commercial	1.15	1.24	Buy
11/02/26	phillip	Netlink	0.935	0.96	Accumulate
11/02/26	UOB Kay Hian	Netlink	0.935	1.01	Hold	DCF
11/02/26	UOB Kay Hian	NTT DC Reit	0.895	1.29	Buy	DDM
11/02/26	CIMB	SATS	3.66	4.4	Add	DCF
11/02/26	phillip	Sheng Siong	2.67	2.75	Neutral	PER25x FY27
11/02/26	DBS Vickers	Sheng Siong	2.67	2.7	Hold	PER26x FY27
11/02/26	UOB Kay Hian	Sheng Siong	2.67	2.88	Hold	PER24.9x FY27
11/02/26	UOB Kay Hian	UI Boustead	0.795	1.16	Buy	DDM
11/02/26	Kim Eng	Wilmar	3.01	3.1	Hold