CSE Global - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
01/31/23	DBS Vickers	CSE Global	0.37	0.38	Hold
02/01/23	UOB Kay Hian	CSE Global	0.375	0.45	Buy	PER14x FY23
02/16/23	DBS Vickers	CSE Global	0.375	0.38	Hold
02/16/23	Lim & Tan	CSE Global	0.375	0.41	Neutral
02/16/23	CIMB	CSE Global	0.375	0.37	Hold	PER10.8x FY23
05/08/23	DBS Vickers	CSE Global	0.345	0.38	Hold
05/16/23	UOB Kay Hian	CSE Global	0.34	0.42	Buy	PER14x FY23
07/21/23	CIMB	CSE Global	0.435	0.45	Hold	PER12x FY24
07/25/23	Kim Eng	CSE Global	0.445	0.62	Buy	PER17x FY23/24
07/31/23	UOB Kay Hian	CSE Global	0.48	0.6	Buy	PER15x FY24
07/31/23	Lim & Tan	CSE Global	0.48	0.6	Buy
08/11/23	UOB Kay Hian	CSE Global	0.465	0.61	Buy	PER15x FY24
08/11/23	CIMB	CSE Global	0.465	0.54	Add	PER12x CY24
08/14/23	Kim Eng	CSE Global	0.465	0.65	Buy
08/18/23	Lim & Tan	CSE Global	0.445	0.6	Accumulate
09/04/23	UOB Kay Hian	CSE Global	0.485	0.61	Buy	PER15x FY24
10/09/23	Lim & Tan	CSE Global	0.44	0.6	Buy
10/31/23	Kim Eng	CSE Global	0.395	0.65	Buy	PER15.5x FY24
11/01/23	UOB Kay Hian	CSE Global	0.41	0.61	Buy	PER15x FY24
11/01/23	Lim & Tan	CSE Global	0.41	0.6	Accumulate
11/10/23	Kim Eng	CSE Global	0.43	0.65	Buy

Stock calls for 1 December 2023

Date	Analyst	Company	Last	Target	Call	Valuation
12/01/23	UOB Kay Hian	A-Reit	2.84	3.13	Buy
12/01/23	UOB Kay Hian	ART	0.925	1.25	Buy
12/01/23	CIMB	Boustead	0.83	1.3	Add	Sum of parts
12/01/23	Uob Kay Hian	Capitaland Integrated Commercial Trust	1.82	2.02	Buy
12/01/23	UOB Kay Hian	CDL Hospitality	1.01	1.41	Buy
12/01/23	UOB Kay Hian	Far East Hospitality	0.645	0.76	Buy
12/01/23	UOB Kay Hian	Frasers Centrepoint Trust	2.18	2.42	Buy
12/01/23	UOB Kay Hian	Frasers Logistics	1.11	1.47	Buy
12/01/23	DBS Vickers	Grand Venture	0.505	0.6	Buy
12/01/23	Lim & Tan	Keppel Corp	6.67	7.52	Accumulate
12/01/23	UOB Kay Hian	Keppel Reit	0.87	1.06	Buy
12/01/23	UOB Kay Hian	Lendlease Reit	0.605	0.8	Buy
12/01/23	Lim & Tan	Manulife US Reit	0.052	0	Avoid
12/01/23	UOB Kay Hian	Mapletree Industrial	2.28	2.69	Buy
12/01/23	UOB Kay Hian	Mapletree Logistics	1.61	1.72	Buy
12/01/23	UOB Kay Hian	Parkway Life	3.4	4.19	Buy
12/01/23	UOB Kay Hian	Suntec Reit	1.15	1.12	Hold
12/01/23	DBS Vickers	Venture	12.51	15.1	Buy

US GDP growth is 5.2% for Q3 2023. Is it really that good? - Part 2

All that glitters is not gold!

The alternative and indirect variables are not in sync with the US GDP growth.  Better watch out now!