Stock calls for 29 July 2021

Date	Analyst	Company	Last	Target	Call	Valuation
07/28/21	Kim Eng	ART	1.03	1.3	Buy	DDM
07/28/21	CIMB	ART	1.03	1.22	Add
07/28/21	Lim & Tan	Capitaland Integrated Commercial Trust	2.1	0	Hold
07/28/21	Citi Research	ESR-Reit	0.445	0.46	Buy
07/28/21	DIR	ESR-Reit	0.445	0.42	Buy
07/28/21	Morningstar	ESR-Reit	0.445	0.44	Buy
07/28/21	OCBC	ESR-Reit	0.445	0.48	Buy
07/28/21	Soochow	ESR-Reit	0.445	0.48	Buy
07/28/21	OCBC	Hutchison Port	0.225	0.25	Buy
07/28/21	Phillip	Keppel DC Reit	2.59	3.2	Buy	DDM
07/28/21	CIMB	Keppel Reit	1.2	1.29	Add
07/28/21	Kim Eng	Keppel Reit	1.2	0.95	Sell	DDM
07/28/21	Lim & Tan	Keppel Reit	1.2	0	Hold
07/28/21	UOB Kay Hian	Mapletree Commercial	2.11	2.48	Buy
07/28/21	DBS Vickers	Mapletree Industrial	2.88	3.35	Buy	DCF
07/28/21	CIMB	Mapletree North Asia	1.04	1.12	Add	DDM
07/28/21	OCBC	Mapletree North Asia	1.04	1.18	Buy
07/28/21	DBS Vickers	SIA	5.11	4.9	Hold	PB1.1x FY23
07/28/21	OCBC	SIA Engineering	2.1	2.37	Buy

IMF is aligning its inflation outlook with our stance.

https://www.cnbc.com/2021/07/27/imf-warns-that-inflation-could-prove-to-be-persistent.html

IMF warns that inflation could prove to be persistent.  We had stated earlier that the US inflation was persistent in the first place.  Please watch our first 3 videos below.

http://sg-stock.blogspot.com/2021/06/our-first-webcast-is-current-inflation.html

https://sg-stock.blogspot.com/2021/06/webcast-2-current-inflation-is-real-and.html

http://sg-stock.blogspot.com/2021/06/webcast-3-what-was-us-fed-thinking.html

Propnex - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
05/15/20	Lim & Tan	Propnex	0.485	0	Buy
05/19/20	UOB Kay Hian	Propnex	0.5	0.65	Buy
05/19/20	CIMB	Propnex	0.5	0.625	Add
05/20/20	phillip	Propnex	0.495	0.6	Buy	DCF
08/14/20	UOB Kay Hian	Propnex	0.585	0.69	Buy
08/17/20	phillip	Propnex	0.59	0.7	Buy	DCF
08/19/20	CIMB	Propnex	0.6	0.708	Add
09/03/20	Lim & Tan	Propnex	0.57	0.69	Buy
09/17/20	Lim & Tan	Propnex	0.6	0.71	Buy
10/05/20	phillip	Propnex	0.59	0.7	Buy
10/27/20	UOB Kay Hian	Propnex	0.635	0.86	Buy	PER11x FY21, Ex-cash
11/13/20	CIMB	Propnex	0.69	0.825	Add
11/16/20	phillip	Propnex	0.68	0.85	Buy	DCF
11/16/20	UOB Kay Hian	Propnex	0.68	0.89	Buy
01/05/21	phillip	Propnex	0.77	0.85	Buy
02/24/21	Lim & Tan	Propnex	0.78	0	Accumulate on weakness
02/26/21	UOB Kay Hian	Propnex	0.81	0.97	Buy
02/26/21	CIMB	Propnex	0.81	0.888	Add
03/01/21	phillip	Propnex	0.81	1	Buy	DCF
03/08/21	Lim & Tan	Propnex	0.875	1	Buy	PER11.6x FY21
05/11/21	Lim & Tan	Propnex	1.09	0	Buy
05/12/21	UOB Kay Hian	Propnex	1.1	1.34	Buy
05/17/21	phillip	Propnex	1.14	1.36	Buy	DCF
05/17/21	CIMB	Propnex	1.14	1.19	Add