MS Holdings - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
10/03/22	Lim & Tan	MS Holdings	0.06	0	Reject offer	Takeover price $0.07

MM2 Asia - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
02/14/22	UOB Kay Hian	MM2 Asia	0.05	0.115	Buy	Sum of parts
05/31/22	Lim & Tan	MM2 Asia	0.057	0.12	Buy
06/01/22	DBS Vickers	MM2 Asia	0.056	0.06	Hold	Sum of parts
06/10/22	UOB Kay Hian	MM2 Asia	0.056	0.115	Buy	Sum of parts
07/14/22	Lim & Tan	MM2 Asia	0.053	0.0875	Buy
09/26/22	Lim & Tan	MM2 Asia	0.048	0.09	Buy
10/13/22	UOB Kay Hian	MM2 Asia	0.042	0.098	Buy	Sum of parts

Stock calls for 4 May 2023

Date	Analyst	Company	Last	Target	Call	Valuation
05/04/23	DMG & Partners	A-Reit	2.81	3.25	Buy
05/04/23	Citi Research	A-Reit	2.81	3.06	Buy
05/04/23	Kim Eng	Dyna-Mac	0.295	0.35	Buy
05/04/23	UOB Kay Hian	Emperador	0.5	0.57	Hold	PER31.5x FY23
05/04/23	CIMB	Keppel Corp	6.4	8.7	Add	Sum of parts
05/04/23	Lim & Tan	Keppel Corp	6.4	7.31	Accumulate on weakness
05/04/23	Kim Eng	Mapletree Logistics	1.73	1.8	Buy	DDM

China will continue to sell its US treasuries. Here's why!

China has been selling its US treasuries and will continue in doing so to decouple from the US.  There are also other reasons for China to sell its US treasuries and we've explained this in 2018.

https://sg-stock.blogspot.com/2018/11/the-more-us-tries-to-hurt-china-more-it.html

What will the FED do for its FOMC in May 2023? - Part 2

Just as we had expected, the US Fed hiked its rate by 25bp and also won't reduce its rate in 2023 unless a big financial crisis happens.

https://sg-stock.blogspot.com/2023/05/what-will-fed-do-for-its-fomc-in-may.html

Micro-Mechanics - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
05/04/22	DBS Vickers	Micro-Mechanics	3.17	3.42	Hold	PER27x FY22
09/01/22	DBS Vickers	Micro-Mechanics	3.14	3.42	Hold
10/18/22	DBS Vickers	Micro-Mechanics	2.73	2.97	Hold
10/31/22	DBS Vickers	Micro-Mechanics	2.76	2.32	Fully Valued
01/31/23	DBS Vickers	Micro-Mechanics	2.57	2.12	Fully Valued	PER23x FY23/24
01/31/23	Lim & Tan	Micro-Mechanics	2.57	2.32	Avoid
04/05/23	DBS Vickers	Micro-Mechanics	2.02	2.12	Fully Valued
05/02/23	DBS Vickers	Micro-Mechanics	2.1	1.75	Fully Valued	PER21x FY23/24

Mermaid - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/07/22	Amfrasers	Mermaid	0.091	0.084	Buy