Keppel DC Reit - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
06/05/23	DBS Vickers	Keppel DC Reit	2.1	2.35	Buy
06/05/23	Citi Research	Keppel DC Reit	2.1	2.16	Hold
07/25/23	DBS Vickers	Keppel DC Reit	2.27	2.45	Buy	DCF
07/25/23	Lim & Tan	Keppel DC Reit	2.27	2.24	Neutral
07/25/23	Citi Research	Keppel DC Reit	2.27	2.16	Neutral
07/26/23	Phillip	Keppel DC Reit	2.26	2.26	Neutral	DDM
08/31/23	CIMB	Keppel DC Reit	2.17	2.53	Add	DDM
09/27/23	DBS Vickers	Keppel DC Reit	2.12	2.45	Buy
10/17/23	DBS Vickers	Keppel DC Reit	2.01	2.45	Buy
10/18/23	Phillip	Keppel DC Reit	1.9	2.26	Buy	DDM
10/18/23	CIMB	Keppel DC Reit	1.9	2.53	Add
10/18/23	Citi Research	Keppel DC Reit	1.9	2.16	Buy
10/18/23	OCBC	Keppel DC Reit	1.9	2.02	Hold
11/27/23	Phillip	Keppel DC Reit	1.89	2.26	Buy
12/15/23	Lim & Tan	Keppel DC Reit	2.08	2.15	Hold
12/15/23	Citi Research	Keppel DC Reit	2.08	2.3	Buy
12/18/23	CIMB	Keppel DC Reit	1.89	2.53	Add
12/18/23	Citi Research	Keppel DC Reit	1.89	2.18	Buy	Sum of parts
01/11/24	UOB Kay Hian	Keppel DC Reit	1.85	2.1	Buy	DDM
01/15/24	DBS Vickers	Keppel DC Reit	1.84	2.45	Buy
01/26/24	Lim & Tan	Keppel DC Reit	1.8	2.11	Accumulate
01/29/24	DBS Vickers	Keppel DC Reit	1.76	2.2	Buy
01/29/24	CIMB	Keppel DC Reit	1.76	1.88	Hold
02/09/24	Phillip	Keppel DC Reit	1.71	1.86	Accumulate	DDM
02/14/24	DBS Vickers	Keppel DC Reit	1.74	2.2	Buy
03/13/24	UOB Kay Hian	Keppel DC Reit	1.7	2.1	Buy	DDM
04/04/24	UOB Kay Hian	Keppel DC Reit	1.7	2.1	Buy	DDM
04/16/24	DBS Vickers	Keppel DC Reit	1.69	2.2	Buy
04/18/24	CIMB	Keppel DC Reit	1.66	1.88	Hold	DDM
04/18/24	Lim & Tan	Keppel DC Reit	1.66	1.88	Accumulate on weakness
04/22/24	UOB Kay Hian	Keppel DC Reit	1.64	2.15	Buy	DDM
04/22/24	Phillip	Keppel DC Reit	1.64	1.86	Accumulate	DDM

Stock calls for 27 May 2024

Date	Analyst	Company	Last	Target	Call	Valuation
05/27/24	DBS Vickers	Hongkong Land	3.39	4.05	Buy	RNAV (63% disc)
05/27/24	CIMB	Seatrium	1.54	2.62	Add
05/27/24	Lim & Tan	Seatrium	1.54	2.8	Accumulate
05/27/24	Citi Research	Seatrium	1.54	2.62	Buy	PB1.5x FY24
05/27/24	Phillip	Singtel	2.42	3	Buy
05/27/24	Citi Research	Singtel	2.42	3.54	Buy

Baltic dry index - 1797

Related stock: Seatrium, Cosco & Pan Ocean.

US rig count (weekly) - 600

Related stock: Seatrium & Cosco.