Cromwell EUR - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
05/16/23	DBS Vickers	Cromwell EUR	1.53	2.1	Buy	DCF
05/16/23	DMG & Partners	Cromwell EUR	1.53	2.15	Buy	DDM
05/17/23	UBS	Cromwell EUR	1.53	2.17	Buy
07/03/23	DMG & Partners	Cromwell EUR	1.56	2.15	Buy	DDM
08/15/23	DBS Vickers	Cromwell EUR	1.54	2	Buy	DCF
08/16/23	DMG & Partners	Cromwell EUR	1.54	2.15	Buy	DDM
09/22/23	DMG & Partners	Cromwell EUR	1.31	2.15	Buy	DDM
10/09/23	DBS Vickers	Cromwell EUR	1.27	2	Buy
11/14/23	DBS Vickers	Cromwell EUR	1.22	2	Buy	DCF
11/22/23	DMG & Partners	Cromwell EUR	1.3	2.1	Buy	DDM
01/09/24	CIMB	Cromwell EUR	1.4	2.15	Add	DDM & RNAV
01/15/24	DBS Vickers	Cromwell EUR	1.42	2	Buy
02/27/24	DBS Vickers	Cromwell EUR	1.43	2	Buy	DCF
02/27/24	DMG & Partners	Cromwell EUR	1.43	2.1	Buy	DDM
04/01/24	phillip	Cromwell EUR	1.38	1.91	Buy	DDM

Stock calls for 29 April 2024

Date	Analyst	Company	Last	Target	Call	Valuation
04/29/24	UOB Kay Hian	A-Reit	2.6	3.62	Buy	DDM
04/29/24	Lim & Tan	Daiwa House	0.58	0.75	Accumulate
04/29/24	UOB Kay Hian	Ifast Corp	7.1	7.64	Hold	PER25x FY25
04/29/24	CIMB	Ifast Corp	7.1	9.1	Add	DCF
04/29/24	UOB Kay Hian	Mapletree Industrial	2.27	3.02	Buy	DDM
04/29/24	CIMB	Mapletree Industrial	2.27	2.61	Add	DDM
04/29/24	phillip	Sheng Siong	1.53	1.66	Accumulate	PER18x
04/29/24	UOB Kay Hian	Suntec Reit	1.09	1.28	Hold	DDM
04/29/24	Citi Research	Suntec Reit	1.09	1.13	Sell
04/29/24	Amfrasers	Winking	0.25	0.34	Outperform	DCF

Baltic dry index - 1721

Related stock: Seatrium, Cosco & Pan Ocean.

US rig count (weekly) - 613

 Related stock: Seatrium & Cosco.

The US inflation is rearing its head again.

The core PCE (m-o-m) was 0.3% in March and the core PCE (y-o-y) was 2.8%.  If the monthly PCE is going to maintain its existing trajectory of 0.3%, the PCE for 2024 will be 3.6%.  This is something the US Fed doesn't want to see.

Credit Bureau - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/02/23	CIMB	Credit Bureau	0.985	1.2	Add
04/18/23	DBS Vickers	Credit Bureau	0.975	1.02	Hold	DDM
02/27/24	CIMB	Credit Bureau	0.9	1.2	Add	DCF