US GDP growth is 5.2% for Q3 2023. Is it really that good? - Part 2

All that glitters is not gold!

The alternative and indirect variables are not in sync with the US GDP growth.  Better watch out now!

Cromwell EUR - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
02/27/23	DBS Vickers	Cromwell EUR	1.7	2.1	Buy	DCF
02/27/23	DMG & Partners	Cromwell EUR	1.7	2.15	Buy	DDM
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

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

Comfortdelgro - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
01/05/23	phillip	Comfortdelgro	1.24	1.75	Buy
01/06/23	DMG & Partners	Comfortdelgro	1.23	1.8	Buy
01/11/23	Lim & Tan	Comfortdelgro	1.23	1.59	Buy
01/11/23	Citi Research	Comfortdelgro	1.23	1.63	Buy
01/13/23	DMG & Partners	Comfortdelgro	1.18	1.65	Buy	DCF
01/13/23	Citi Research	Comfortdelgro	1.18	1.63	Buy	PER17x FY23
02/02/23	UOB Kay Hian	Comfortdelgro	1.2	1.38	Hold	Sum of parts
02/23/23	DMG & Partners	Comfortdelgro	1.16	1.6	Buy	DCF
02/27/23	phillip	Comfortdelgro	1.2	1.63	Buy	DCF
02/27/23	DBS Vickers	Comfortdelgro	1.2	1.66	Buy	PB1.25x & EV/Ebitda5x
02/27/23	DMG & Partners	Comfortdelgro	1.2	1.4	Buy	DCF
02/27/23	Kim Eng	Comfortdelgro	1.2	1.45	Buy
02/27/23	OCBC	Comfortdelgro	1.2	1.43	Buy
02/27/23	Lim & Tan	Comfortdelgro	1.2	1.54	Accumulate
03/15/23	DMG & Partners	Comfortdelgro	1.16	1.4	Buy	DCF
04/04/23	DMG & Partners	Comfortdelgro	1.2	1.4	Buy	DCF
04/12/23	Lim & Tan	Comfortdelgro	1.2	1.49	Buy
04/14/23	UOB Kay Hian	Comfortdelgro	1.2	1.29	Hold
04/14/23	DBS Vickers	Comfortdelgro	1.2	1.66	Buy
05/16/23	UOB Kay Hian	Comfortdelgro	1.18	1.27	Hold
05/16/23	DBS Vickers	Comfortdelgro	1.18	1.62	Buy
05/16/23	Lim & Tan	Comfortdelgro	1.18	1.49	Buy
05/17/23	Kim Eng	Comfortdelgro	1.16	1.45	Buy	DCF
05/18/23	phillip	Comfortdelgro	1.12	1.57	Buy	DCF
05/19/23	DMG & Partners	Comfortdelgro	1.12	1.25	Buy	DCF
05/19/23	OCBC	Comfortdelgro	1.12	1.25	Buy
06/26/23	UOB Kay Hian	Comfortdelgro	1.17	1.27	Hold
06/26/23	Kim Eng	Comfortdelgro	1.17	1.45	Buy	DCF
06/27/23	Lim & Tan	Comfortdelgro	1.17	1.34	Accumulate
06/30/23	DMG & Partners	Comfortdelgro	1.2	1.35	Buy	DCF
07/04/23	Lim & Tan	Comfortdelgro	1.18	1.64	Accumulate
07/04/23	DBS Vickers	Comfortdelgro	1.18	1.62	Buy
07/05/23	UOB Kay Hian	Comfortdelgro	1.18	1.27	Hold	DCF
07/05/23	CIMB	Comfortdelgro	1.18	1.35	Add	PER15.4x FY24
07/07/23	DMG & Partners	Comfortdelgro	1.2	1.35	Buy	DCF
07/12/23	Lim & Tan	Comfortdelgro	1.2	1.37	Accumulate
07/14/23	UOB Kay Hian	Comfortdelgro	1.21	1.41	Buy	PER15x FY24
07/19/23	Lim & Tan	Comfortdelgro	1.23	1.39	Accumulate
08/11/23	UOB Kay Hian	Comfortdelgro	1.26	1.44	Buy	PER15x FY24
08/15/23	DBS Vickers	Comfortdelgro	1.27	1.62	Buy
08/15/23	Lim & Tan	Comfortdelgro	1.27	1.49	Buy
08/16/23	UOB Kay Hian	Comfortdelgro	1.27	1.53	Buy	PER15x FY24
08/16/23	DBS Vickers	Comfortdelgro	1.27	1.65	Buy	PB1.3x & EV/Ebitda5x
08/17/23	phillip	Comfortdelgro	1.29	1.57	Buy	DCF
08/17/23	Citi Research	Comfortdelgro	1.29	1.32	Buy	PER17x FY23
08/17/23	CIMB	Comfortdelgro	1.29	1.47	Add	PER16.2x FY24
08/17/23	Kim Eng	Comfortdelgro	1.29	1.5	Buy
08/17/23	OCBC	Comfortdelgro	1.29	1.31	Hold
08/17/23	DMG & Partners	Comfortdelgro	1.29	1.4	Buy
08/21/23	UOB Kay Hian	Comfortdelgro	1.29	1.56	Buy	PER15x FY24
09/04/23	UOB Kay Hian	Comfortdelgro	1.27	1.56	Buy	PER15x FY24
09/14/23	Lim & Tan	Comfortdelgro	1.26	1.51	Accumulate
09/14/23	UOB Kay Hian	Comfortdelgro	1.26	1.48	Buy
09/19/23	DBS Vickers	Comfortdelgro	1.28	1.65	Buy
10/04/23	UOB Kay Hian	Comfortdelgro	1.28	1.61	Buy	PER15x FY24
10/10/23	DBS Vickers	Comfortdelgro	1.33	1.65	Buy
10/10/23	CIMB	Comfortdelgro	1.33	1.55	Add	PER16.2x FY24
10/10/23	DMG & Partners	Comfortdelgro	1.33	1.46	Buy
11/15/23	DBS Vickers	Comfortdelgro	1.31	1.67	Buy	PB1.3x & EV/Ebitda5x
11/15/23	Kim Eng	Comfortdelgro	1.31	1.55	Buy	DCF
11/16/23	phillip	Comfortdelgro	1.33	1.57	Buy	DCF
11/17/23	UOB Kay Hian	Comfortdelgro	1.33	1.69	Buy
11/17/23	DMG & Partners	Comfortdelgro	1.33	1.5	Buy
11/17/23	CIMB	Comfortdelgro	1.33	1.55	Add