Stock calls for 1 December 2023

Date	Analyst	Company	Last	Target	Call	Valuation
12/01/23	UOB Kay Hian	A-Reit	2.84	3.13	Buy
12/01/23	UOB Kay Hian	ART	0.925	1.25	Buy
12/01/23	CIMB	Boustead	0.83	1.3	Add	Sum of parts
12/01/23	Uob Kay Hian	Capitaland Integrated Commercial Trust	1.82	2.02	Buy
12/01/23	UOB Kay Hian	CDL Hospitality	1.01	1.41	Buy
12/01/23	UOB Kay Hian	Far East Hospitality	0.645	0.76	Buy
12/01/23	UOB Kay Hian	Frasers Centrepoint Trust	2.18	2.42	Buy
12/01/23	UOB Kay Hian	Frasers Logistics	1.11	1.47	Buy
12/01/23	DBS Vickers	Grand Venture	0.505	0.6	Buy
12/01/23	Lim & Tan	Keppel Corp	6.67	7.52	Accumulate
12/01/23	UOB Kay Hian	Keppel Reit	0.87	1.06	Buy
12/01/23	UOB Kay Hian	Lendlease Reit	0.605	0.8	Buy
12/01/23	Lim & Tan	Manulife US Reit	0.052	0	Avoid
12/01/23	UOB Kay Hian	Mapletree Industrial	2.28	2.69	Buy
12/01/23	UOB Kay Hian	Mapletree Logistics	1.61	1.72	Buy
12/01/23	UOB Kay Hian	Parkway Life	3.4	4.19	Buy
12/01/23	UOB Kay Hian	Suntec Reit	1.15	1.12	Hold
12/01/23	DBS Vickers	Venture	12.51	15.1	Buy

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