Mandarin Oriental - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/29/22	DBS Vickers	Mandarin Oriental	2.02	2.3	Buy	Sum of parts

LHN Logistics - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/30/23	Soochow	LHN Logistics	0.165	0.24	Buy	PER10x FY24
05/03/23	CIMB	LHN Logistics	0.161	0.18	Add	PER8x FY24
06/07/23	CIMB	LHN Logistics	0.215	0.23	Hold	Offer @ $0.2266

Stock calls for 16 October 2023

Date	Analyst	Company	Last	Target	Call	Valuation
10/16/23	Phillip	ART	0.92	1.2	Accumulate
10/16/23	DMG & Partners	Centurion	0.4	0.62	Buy	PER7.5x FY24
10/16/23	Citi Research	DBS	33.77	28.7	Sell	GGM, PB1.2x FY24
10/16/23	Phillip	Frasers Centrepoint Trust	2.11	2.35	Accumulate
10/16/23	Lim & Tan	Grand Bank	0.315	0	Accumulate
10/16/23	DBS Vickers	OCBC	12.98	13.19	Hold
10/16/23	UOB Kay Hian	SATS	2.59	2.99	Buy	EV/Ebitda9.7x FY25
10/16/23	DBS Vickers	UOB	28.34	30.86	Hold

Baltic dry index - 1945

Related stock: Sembcorp Marine, Cosco & Pan Ocean.

US rig count (weekly) - 622

Related stock: Sembcorp Marine & Cosco.

Is the US inflation rearing its head again?

Let's take a look at the latest PPI and CPI.

The PPI (mom) had increased by 0.3%.

The CPI had increased by 3.7%.

Where is the inflation?

CPI growth sector:

LHN - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
11/02/22	CIMB	LHN	0.145	0.16	Add
12/12/22	Phillip	LHN	0.295	0.47	Buy
03/24/23	Phillip	LHN	0.28	0.47	Buy
05/25/23	Phillip	LHN	0.365	0.47	Buy	PER6.5x FY23
07/03/23	Lim & Tan	LHN	0.365	0.5	Buy	PER7.5x FY23
07/04/23	UOB Kay Hian	LHN	0.36	0.55	Buy	PER9x FY23
07/13/23	Kim Eng	LHN	0.38	0.54	Buy	PER8x FY24
08/02/23	Kim Eng	LHN	0.38	0.54	Buy
08/08/23	UOB Kay Hian	LHN	0.35	0.55	Buy	PER9x FY23
08/10/23	Lim & Tan	LHN	0.365	0.5	Buy	PER7.5x FY23
09/04/23	UOB Kay Hian	LHN	0.34	0.55	Buy	PER9x FY23
09/15/23	UOB Kay Hian	LHN	0.325	0.55	Buy
09/22/23	Lim & Tan	LHN	0.32	0.5	Buy	PER7.5x FY23
09/27/23	Kim Eng	LHN	0.32	0.54	Buy	PER8x FY24