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Monday, June 6, 2022

ISM PMI increased slightly in May 2022 but it was just an aberration. Why?

We believed that the increment of the May ISM PMI was an aberration and we won't be making an analysis of the PMI since it is pointless to do so.  However, we will provide the chart for our viewers to make their own analyses.


Why did we think that the PMI in May was an aberration?

Well, let's take a look at the 5 US regional manufacturing indexes in May in the US.

The Philadephia index declined significantly to 2.6.

The Richmond index declined significantly to -9.

The Kansas index declined to 19.
The Dallas (Texas) index declined significantly to -7.3.
As 4 of the US regional manufacturing indexes declined in May 2022, we were convinced by these PMIs that the ISM PMI in May was an aberration and the future would still remain a downward trajectory for the US.

The US services index also continued on its downward trajectory after reaching its peak in 2021.


Are we the only ones with this conviction?  No!  Let's take a look at what the others said.



Friday, June 3, 2022

CDL Hospitality - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

06/02/21

DBS Vickers

CDL Hospitality

1.2

1.35

Buy


07/07/21

CIMB

CDL Hospitality

1.26

1.43

Add


07/07/21

OCBC

CDL Hospitality

1.26

1.34

Buy


08/02/21

CIMB

CDL Hospitality

1.21

1.32

Add

DDM

08/02/21

Kim Eng

CDL Hospitality

1.21

1.2

Hold

DDM

08/03/21

DBS Vickers

CDL Hospitality

1.2

1.35

Buy


09/01/21

CIMB

CDL Hospitality

1.17

1.32

Add


09/01/21

DBS Vickers

CDL Hospitality

1.17

1.35

Buy

DCF

09/01/21

DMG & Partners

CDL Hospitality

1.17

1.25

Neutral


09/01/21

Kim Eng

CDL Hospitality

1.17

1.2

Hold


09/01/21

OCBC

CDL Hospitality

1.17

1.36

Buy


11/02/21

OCBC

CDL Hospitality

1.2

1.34

Buy


11/05/21

DMG & Partners

CDL Hospitality

1.19

1.25

Neutral


11/17/21

UOB Kay Hian

CDL Hospitality

1.26

1.24

Hold


12/06/21

DBS Vickers

CDL Hospitality

1.1

1.4

Buy

DCF

01/04/22

UOB Kay Hian

CDL Hospitality

1.2

1.42

Buy

DDM

01/07/22

CIMB

CDL Hospitality

1.18

1.32

Add


02/03/22

OCBC

CDL Hospitality

1.13

1.3

Buy


02/22/22

UOB Kay Hian

CDL Hospitality

1.22

1.45

Buy

DDM

02/23/22

DBS Vickers

CDL Hospitality

1.21

1.4

Buy


03/14/22

DMG & Partners

CDL Hospitality

1.15

1.25

Neutral


05/04/22

Kim Eng

CDL Hospitality

1.34

1.45

Buy

DDM

05/05/22

DBS Vickers

CDL Hospitality

1.35

1.55

Buy

PB1.15x

05/05/22

DMG & Partners

CDL Hospitality

1.35

1.3

Neutral

DDM

05/05/22

CIMB

CDL Hospitality

1.35

1.38

Add


05/05/22

OCBC

CDL Hospitality

1.35

1.45

Buy


05/26/22

UOB Kay Hian

CDL Hospitality

1.27

1.57

Buy

DDM

06/03/22

UOB Kay Hian

CDL Hospitality

1.29

1.48

Buy


CapitaRetail China - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

07/30/21

OCBC

CapitaRetail China

1.38

1.56

Buy


10/08/21

DBS Vickers

CapitaRetail China

1.24

1.6

Buy

RNAV

10/13/21

Lim & Tan

CapitaRetail China

1.25

0

Accumulate


01/31/22

Lim & Tan

CapitaRetail China

1.14

0

Accumulate


02/03/22

DBS Vickers

CapitaRetail China

1.18

1.6

Buy


02/04/22

OCBC

CapitaRetail China

1.18

1.5

Buy


04/27/22

DBS Vickers

CapitaRetail China

1.18

1.55

Buy


05/04/22

OCBC

CapitaRetail China

1.17

1.4

Buy