Lion-Phillip - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
04/04/24	Phillip	Lion-Phillip	0.819	0.91	Accumulate
10/18/24	Phillip	Lion-Phillip	0.882	0.91	Accumulate
02/05/25	Phillip	Lion-Phillip	0.775	0.86	Accumulate

Stock calls for 28 March 2025

Date	Analyst	Company	Last	Target	Call	Valuation
03/28/25	Lim & Tan	Geo Energy	0.325	0.64	Accumulate
03/28/25	UOB Kay Hian	Netlink	0.87	0.98	Buy	DCF
03/28/25	Amfrasers	Q&M	0.29	0.35	outperform	DCF
03/28/25	Lim & Tan	Sinarmas	0.275	0.31	Reject Offer	Cash offer $0.31
03/28/25	UOB Kay Hian	Singtel	3.4	3.6	Buy	DCF
03/28/25	UOB Kay Hian	Starhub	1.18	1.26	Buy	DCF

US Q4 GDP 2024 update! - Part 3

Let's break down the latest US Q4 GDP 2024 estimate.  The US reported an estimate of 2.4% GDP growth for Q4 2024.

GDP growth = G + I + C + NE

Q4 GDP (1st estimate) = 0.42 + (-1.03) + 2.82 + 0.04 = 2.25 (2.3)

Q4 GDP (2nd estimate) = 0.49 + (-1.05) + 2.79 + 0.12 = 2.35 (2.3)

Q4 GDP (Final estimate) = 0.52 + (-1.03) + 2.7 + 0.26 = 2.45 (2.4)

The core PCE inflation was at 2.6% in Q4 2024 which indicated a stagnant inflation for Q4 2024.  However, this has become meaningless as Trump has increased his tariffs for 2025.

LHN - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
01/15/24	Lim & Tan	LHN	0.325	0.47	Accumulate	PER7.5x FY24
02/27/24	Lim & Tan	LHN	0.34	0	Accumulate
03/08/24	Phillip	LHN	0.335	0.39	Buy	PER6.5x FY24
03/21/24	UOB Kay Hian	LHN	0.335	0.4	Buy	PER9x FY24
04/11/24	Lim & Tan	LHN	0.34	0.47	Accumulate
04/12/24	Kim Eng	LHN	0.33	0.45	Buy
05/06/24	Lim & Tan	LHN	0.33	0.47	Accumulate on weakness	PER7.5x FY24
05/23/24	Phillip	LHN	0.33	0.42	Buy	PER6.5x FY24
06/07/24	UOB Kay Hian	LHN	0.33	0.4	Buy	PER9x FY24
08/22/24	Lim & Tan	LHN	0.325	0.41	Accumulate
09/05/24	Kim Eng	LHN	0.34	0.43	Buy
09/20/24	UOB Kay Hian	LHN	0.355	0.4	Buy	PER9x FY24
12/03/24	Kim Eng	LHN	0.44	0.55	Buy
12/04/24	Phillip	LHN	0.44	0.56	Buy	PER6.5x FY25
12/31/24	Lim & Tan	LHN	0.51	0.56	Accumulate
03/06/25	Kim Eng	LHN	0.46	0.55	Buy
03/06/25	Lim & Tan	LHN	0.46	0.55	Accumulate
03/12/25	Phillip	LHN	0.46	0.56	Buy	PER6.5x FY25