Stock calls for 17 october 2022

Date	Analyst	Company	Last	Target	Call	Valuation
10/17/22	UOB Kay Hian	AEM	3.18	3.5	Hold	PER8x FY23
10/17/22	CIMB	AEM	3.18	3.76	Add	PER9.7x FY23
10/17/22	UOB Kay Hian	Aztech	0.76	0.99	Buy	PER8.5x FY23
10/17/22	OCBC	Capitaland Investment	3.21	3.89	Buy	PB
10/17/22	UOB Kay Hian	Frencken	0.865	1.14	Buy	PER7.4x FY23
10/17/22	CIMB	Grand Venture	0.505	0.4	Reduce	PER9.6x FY23
10/17/22	Lim & Tan	Keppel Corp	6.68	8.79	Accumulate on weakness
10/17/22	UOB Kay Hian	Nanofilm	1.89	2.72	Buy	PEG1x FY23, PER20x FY23
10/17/22	UOB Kay Hian	UMS	1.01	1.07	Hold	PER8.5x FY23
10/17/22	UOB Kay Hian	Venture	16.12	19.32	Buy	PER16x FY23

US CPI and PPI.

 US PPI (year-on-year):

US PPI (month-on-month):

US CPI (year-on-year): 8.2%

US CPI (month-on-month):

CPI sector:

Gasoline price is rising again!

Baltic dry index - 1838

Related stock: Sembcorp Marine, Cosco & Pan ocean.

US rig count (weekly) - 769

Related stock: Sembcorp Marine & Cosco.

Jumbo - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
09/28/21	DBS Vickers	Jumbo	0.295	0.21	Fully Valued
11/25/21	Lim & Tan	Jumbo	0.3	0	Hold
01/14/22	Lim & Tan	Jumbo	0.315	0	Hold
01/14/22	CIMB	Jumbo	0.315	0.31	Hold
05/19/22	CIMB	Jumbo	0.29	0.3	Hold
08/01/22	SAC Capital	Jumbo	0.255	0.38	Buy

Jiutian - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
07/12/21	Amfrasers	Jiutian	0.086	0.145	Outperform	PER7x FY22
10/19/21	CIMB	Jiutian	0.091	0.14	Add
11/12/21	CIMB	Jiutian	0.079	0.14	Add
01/11/22	UOB Kay Hian	Jiutian	0.078	0.14	Buy	PER5x FY21
01/20/22	CIMB	Jiutian	0.083	0.15	Add
03/01/22	CIMB	Jiutian	0.082	0.15	Add
04/05/22	UOB Kay Hian	Jiutian	0.09	0.168	Buy	PER4.3x FY22
05/05/22	CIMB	Jiutian	0.094	0.17	Add
05/11/22	UOB Kay Hian	Jiutian	0.099	0.18	Buy	PER3.5x FY22
05/17/22	Amfrasers	Jiutian	0.098	0.245	Outperform	PER4.5x
08/12/22	CIMB	Jiutian	0.096	0.18	Add

Jardine Matheson - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/04/22	Lim & Tan	Jardine Matheson	59.12	65.5	Accumulate	Average target

Stock calls for 14 october 2022

Date	Analyst	Company	Last	Target	Call	Valuation
10/14/22	DBS Vickers	Capitaland Investment	3.23	4.3	Buy
10/14/22	Kim Eng	Comfortdelgro	1.28	1.75	Buy	DCF
10/14/22	Kim Eng	DBS	32.63	42.18	Buy
10/14/22	DBS Vickers	ESR-Reit	0.335	0.5	Buy	DCF
10/14/22	UOB Kay Hian	Keppel Pacific	0.55	0.8	Buy	DDM
10/14/22	UOB Kay Hian	Manulife US Reit	0.39	0.63	Buy
10/14/22	Kim Eng	OCBC	11.59	14.39	Buy
10/14/22	DBS Vickers	SGX	8.73	10.2	Hold
10/14/22	DBS Vickers	UMS	1.09	1.14	Buy	PER9x FY23
10/14/22	CIMB	UMS	1.09	1.37	Add
10/14/22	UOB Kay Hian	United Hampshire	0.51	0.68	Buy	DDM

Jardine C&C - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
12/17/21	Macquarie	Jardine C&C	21.2	26.5	Outperform	Sum of parts