Japan Foods - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
05/29/23	DMG & Partners	Japan Foods	0.435	0.65	Buy
06/27/23	DMG & Partners	Japan Foods	0.43	0.65	Buy	Sum of parts
09/05/23	DMG & Partners	Japan Foods	0.395	0.45	Buy
12/08/23	DMG & Partners	Japan Foods	0.31	0.3	Neutral
01/22/24	DMG & Partners	Japan Foods	0.325	0.3	Neutral
02/22/24	DMG & Partners	Japan Foods	0.295	0.29	Neutral	Sum of parts
04/25/24	DMG & Partners	Japan Foods	0.265	0.29	Neutral
05/29/24	DMG & Partners	Japan Foods	0.26	0.26	Neutral	Sum of parts

Stock calls for 5 August 2024

Date	Analyst	Company	Last	Target	Call	Valuation
08/05/24	Kim Eng	A-Reit	2.78	2.9	Buy	DDM
08/05/24	DMG & Partners	A-Reit	2.78	3.2	Buy	DDM
08/05/24	OCBC	A-Reit	2.78	3.23	Buy
08/05/24	Kim Eng	AIMS AMP Cap Ind Reit	1.3	1.39	Buy
08/05/24	DMG & Partners	CDL Hospitality	0.94	1.03	Neutral	DDM
08/05/24	DBS Vickers	Dairy Farm	1.78	2.3	Buy	PER15.9x
08/05/24	UOB Kay Hian	Dairy Farm	1.78	2.57	Buy
08/05/24	Citi Research	DBS	35.31	0	Sell
08/05/24	UOB Kay Hian	Far East Hospitality	0.63	0.73	Buy	DDM
08/05/24	DBS Vickers	Frasers Hospitality Trust	0.46	0.62	Buy	DCF
08/05/24	DBS Vickers	Hongkong Land	3.21	3.88	Buy	RNAV (64% disc)
08/05/24	MorningStar	Hongkong Land	3.21	3.86	Buy
08/05/24	DBS Vickers	Keppel Corp	6.22	9	Buy	Sum of parts
08/05/24	Kim Eng	Keppel Reit	0.88	1	Buy	DDM
08/05/24	OCBC	Keppel Reit	0.88	0.98	Buy
08/05/24	phillip	OCBC	14.8	15.4	Accumulate	GGM, PB1.33x FY24
08/05/24	DMG & Partners	OCBC	14.8	15.7	Neutral	GGM, PB1.13x
08/05/24	Citi Research	OCBC	14.8	0	Sell
08/05/24	phillip	PanUnited	0.525	0.68	Buy	DCF
08/05/24	DBS Vickers	Seatrium	1.49	3	Buy
08/05/24	UOB Kay Hian	Seatrium	1.49	2.31	Buy
08/05/24	Lim & Tan	Seatrium	1.49	2.66	Accumulate
08/05/24	DBS Vickers	SIA	6.11	6.4	Hold	EV/Ebitda5x FY25/26
08/05/24	phillip	UOB	31.83	34.9	Accumulate	GGM, PB1.41x FY24
08/05/24	Citi Research	UOB	31.83	0	Sell

The most accurate US recession indicator?

The 10year-3month treasury curve inversion has been an accurate US recession indicator insofar.  A recession usually followed after a yield curve inversion occured.  The current yield curve inversion has been ongoing for a long time now.  Is an impending US recession coming? Let's watch how this will pan out.

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