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Saturday, December 2, 2023

US PCE index is still at an elevated high.

PCE:3%

Core PCE:3.5% (Fed's favoured indicator)

It looks like the US will need a few more months to get back to its 2% inflation target and the US is unlikely to cut its rates in Q1 2024.

Friday, December 1, 2023

Daiwa House - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

02/24/23

DBS Vickers

Daiwa House

0.635

0.8

Buy

DCF

05/12/23

DBS Vickers

Daiwa House

0.57

0.8

Buy


08/03/23

Lim & Tan

Daiwa House

0.615

0.77

Accumulate


08/04/23

DBS Vickers

Daiwa House

0.61

0.8

Buy


11/03/23

Lim & Tan

Daiwa House

0.52

0.8

Accumulate


Dairy Farm - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/06/23

DMG & Partners

Dairy Farm

3.01

2.71

Neutral


02/09/23

UOB Kay Hian

Dairy Farm

3.22

3.9

Buy

PER30x FY23

02/24/23

DBS Vickers

Dairy Farm

3.15

3.9

Buy


03/03/23

DMG & Partners

Dairy Farm

3.24

3.09

Neutral

DCF, PER20x

03/06/23

UOB Kay Hian

Dairy Farm

3.07

3.72

Buy

PER30x FY23

03/06/23

DBS Vickers

Dairy Farm

3.07

3.8

Buy

PER20.3x

03/06/23

Lim & Tan

Dairy Farm

3.07

3.3

Hold


03/07/23

Citi Research

Dairy Farm

3.19

3.16

Hold

Sum of parts

04/24/23

DBS Vickers

Dairy Farm

3.04

3.8

Buy


05/19/23

DBS Vickers

Dairy Farm

2.78

3.8

Buy


05/22/23

UOB Kay Hian

Dairy Farm

3.06

3.72

Buy

PER30x FY23

07/11/23

DMG & Partners

Dairy Farm

2.84

3.09

Neutral


07/31/23

DBS Vickers

Dairy Farm

2.75

3.8

Buy

PER17.4x FY24

08/01/23

UOB Kay Hian

Dairy Farm

2.75

3.49

Buy

PER34x FY23/24

08/01/23

CIMB

Dairy Farm

2.75

2.9

Hold

PER15.6x CY24

08/02/23

Citi Research

Dairy Farm

2.64

3.28

Buy


08/02/23

DMG & Partners

Dairy Farm

2.64

2.92

Neutral

Sum of parts

08/28/23

DMG & Partners

Dairy Farm

2.4

2.92

Buy

Sum of parts

09/19/23

DMG & Partners

Dairy Farm

2.62

2.92

Buy


11/10/23

DBS Vickers

Dairy Farm

2.35

3.8

Buy

PER17.4x FY24