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Saturday, March 30, 2024

The monthly US core PCE was still relatively high.

The monthly US core PCE was at 0.3% in February 2024 which was still relatively high.  Thus, the US Fed was right not to cut its rate in March 2024.


US GDP Q4 2023 Update. - Part 2

https://sg-stock.blogspot.com/2024/02/us-gdp-q4-2023-update.html
The US Q4 2023 had been revised from 3.2% to 3.4%.
Let's take a look at what had changed.

1st previous Q4 2023:
Q4GDP Growth (3.3) = 0.56 (G)+0.38 (I)+1.91 (C)+0.43 (NE) = 3.28(3.3)
2nd previous Q4 2023:
Q4GDP Growth (3.2) = 0.73 (G)+0.17 (I)+2 (C)+0.32 (NE) = 3.22(3.2)
Current Q4 2023:

Q4GDP Growth (3.4) = 0.79 (G)+0.15 (I)+2.2 (C)+0.25 (NE) = 3.39(3.4)

We can see that the latest Q4 2023 GDP has the following changes:
1. Government spending had increased.
2. Investment had decreased.
3. Consumption had increased.
4. Net export had decreased.

Friday, March 29, 2024

SIIC - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

03/20/23

Lim & Tan

SIIC

0.192

0.36

Buy

DDM

SIA Engineering - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

01/04/23

UOB Kay Hian

SIA Engineering

2.4

2.6

Buy


01/06/23

UOB Kay Hian

SIA Engineering

2.4

2.7

Buy


02/20/23

UOB Kay Hian

SIA Engineering

2.43

2.67

Buy

DCF

02/20/23

DBS Vickers

SIA Engineering

2.43

2.8

Buy


02/21/23

Lim & Tan

SIA Engineering

2.28

2.64

Hold


03/15/23

OCBC

SIA Engineering

2.22

2.74

Buy


03/30/23

DBS Vickers

SIA Engineering

2.24

2.8

Buy


04/12/23

CIMB

SIA Engineering

2.28

2.42

Hold


05/09/23

DBS Vickers

SIA Engineering

2.22

2.8

Buy

Sum of parts

05/09/23

Lim & Tan

SIA Engineering

2.22

2.63

Hold


05/10/23

UOB Kay Hian

SIA Engineering

2.29

2.67

Buy

DCF

05/12/23

OCBC

SIA Engineering

2.33

2.78

Buy


05/31/23

Lim & Tan

SIA Engineering

2.42

2.63

Buy


06/21/23

Lim & Tan

SIA Engineering

2.45

2.63

Buy


07/10/23

UOB Kay Hian

SIA Engineering

2.45

2.67

Buy

DCF

07/12/23

Lim & Tan

SIA Engineering

2.48

2.63

Buy


07/26/23

DBS Vickers

SIA Engineering

2.45

2.8

Buy


07/27/23

CIMB

SIA Engineering

2.45

2.46

Hold


09/15/23

CIMB

SIA Engineering

2.38

2.46

Hold


09/28/23

Lim & Tan

SIA Engineering

2.34

2.57

Accumulate


11/03/23

DBS Vickers

SIA Engineering

2.29

2.8

Buy


11/06/23

CIMB

SIA Engineering

2.37

2.51

Hold

PER22x CY24

11/07/23

UOB Kay Hian

SIA Engineering

2.37

2.67

Buy

DCF

12/11/23

UOB Kay Hian

SIA Engineering

2.34

2.73

Buy


12/21/23

Lim & Tan

SIA Engineering

2.32

2.68

Accumulate


02/13/24

CIMB

SIA Engineering

2.28

2.7

Add


02/16/24

UOB Kay Hian

SIA Engineering

2.32

2.73

Buy


02/16/24

DBS Vickers

SIA Engineering

2.32

2.8

Buy


02/16/24

Lim & Tan

SIA Engineering

2.32

2.74

Accumulate


02/19/24

OCBC

SIA Engineering

2.35

2.69

Buy


02/21/24

CGS

SIA Engineering

2.33

2.7

Add