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 |
Thursday, November 30, 2023
Comfortdelgro - Stock calls
Stock calls for 30 November 2023
Date | Analyst | Company | Last | Target | Call | Valuation |
11/30/23 | UOB Kay Hian | Keppel Corp | 6.43 | 9.09 | Buy | Sum of parts |
11/30/23 | DBS Vickers | Manulife US Reit | 0.091 | 0.1 | Hold | |
11/30/23 | UOB Kay Hian | Manulife US Reit | 0.091 | 0.13 | Buy | DDM |
11/30/23 | Kim Eng | Sembcorp Industries | 5.16 | 6.3 | Buy | |
11/30/23 | Kim Eng | ST Engineering | 3.72 | 4.2 | Buy |
US GDP growth is 5.2% for Q3 2023. Is it really that good?
Let's break up the GDP components for our analysis.
GDP growth=Government spendings+Investments+Consumptions+Net Exports
5.2% = 0.94% + 1.82% + 2.44% + (-0.04) = 5.16% (Rounded off to 5.2%)
As we can see from the GDP components, the 2 biggest contributors are Investments and consumptions. The US consumers and firms are spending way beyond their means now and this can be reflected in the default and bankruptcy rates.
The US bankruptcy filings are at an elevated high in 2023. Many US firms have overstretched themselves.
Thus, the latest US GDP growth may look good but it is seeding a bigger danger in the future because consumers and firms can't continue relying on debts for a long period.
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