Date | Analyst | Company | Last | Target | Call | Valuation |
12/03/25 | Lim & Tan | Centurion | 1.34 | 1.78 | Accumulate | |
12/03/25 | DBS Vickers | Nam Cheong | 0.785 | 1.25 | Buy | PER8x FY26 |
Wednesday, December 3, 2025
Stock calls for 3 December 2025
The US will lose in South China Sea if it engages China in a war.
A Chinese private enterprise has developed a potent and cheap hypersonic missile that has secured China's victory in any South China Sea war. This YKJ-1000 production cost is about US$100k. What does this mean? This means 1 YKJ = 10 Tomahawk = 43 SM-6 missiles. In other words, China can launch a barrage of YKJ missiles in any war to destroy its enemies. If China loads YKJ with CL-20 warhead, it can destroy an aircraft carrier strike group at a very low cost. Let's not forget that a war is about attrition and whoever can last long will be the winner.
Chinese citizens bashed PM Wong over Sino-Japan spat. - Part 7
Why are Taiwanese political analysts and politicians chastising PM Wong?
After watching so many Taiwanese bashing PM Wong online, I've reached a conclusion. Those who understand the severity of Japanese atrocities will scold those who do not fully understand or are ignorant of the past, particularly those who try to brush the atrocities aside.
Tuesday, December 2, 2025
Prime US Reit - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/10/25 | DMG & Partners | Prime US Reit | 0.17 | 0.23 | Buy | DDM |
01/13/25 | UOB Kay Hian | Prime US Reit | 0.166 | 0.33 | Buy | DDM |
02/20/25 | DBS Vickers | Prime US Reit | 0.17 | 0.19 | Hold | PB0.3x |
02/21/25 | UOB Kay Hian | Prime US Reit | 0.159 | 0.29 | Buy | DDM |
02/21/25 | DMG & Partners | Prime US Reit | 0.159 | 0.23 | Buy | DDM |
02/25/25 | phillip | Prime US Reit | 0.153 | 0.2 | Buy | DDM |
05/15/25 | phillip | Prime US Reit | 0.144 | 0.2 | Buy | DDM |
05/15/25 | DBS Vickers | Prime US Reit | 0.144 | 0.19 | Hold | PB0.3x |
05/15/25 | DMG & Partners | Prime US Reit | 0.144 | 0.18 | Buy | DDM |
07/15/25 | DMG & Partners | Prime US Reit | 0.165 | 0.23 | Buy | DDM |
08/15/25 | phillip | Prime US Reit | 0.174 | 0.21 | Buy | DDM |
09/09/25 | UOB Kay Hian | Prime US Reit | 0.199 | 0.31 | Buy | DDM |
09/29/25 | phillip | Prime US Reit | 0.2 | 0.3 | Buy | DDM |
11/03/25 | DBS Vickers | Prime US Reit | 0.196 | 0.35 | Buy | PB0.65x & DCF |
11/13/25 | phillip | Prime US Reit | 0.2 | 0.3 | Buy | DDM |
Phillip Sing Income ETF - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
10/23/25 | phillip | Phillip Sing Income ETF | 1.422 | 1.59 | Accumulate | Sum of parts |
Phil AP Div Reit - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/24/25 | phillip | Phil AP Div Reit | 1.079 | 0.99 | Neutral | |
05/29/25 | phillip | Phil AP Div Reit | 1.1 | 1.095 | Accumulate | Sum of parts |
11/28/25 | phillip | Phil AP Div Reit | 1.191 | 1.29 | Accumulate | Sum of parts |
Stock calls for 2 December 2025
Date | Analyst | Company | Last | Target | Call | Valuation |
12/02/25 | UOB Kay Hian | ASL Marine | 0.25 | 0.35 | Buy | PER11.6x FY26 |
12/02/25 | Lim & Tan | ASL Marine | 0.25 | 0.33 | Buy | PER9.5x FY27 |
12/02/25 | Amfrasers | Fortress Minerals | 0.235 | 0.27 | outperform | Cut from $0.40, Sum of parts |
12/02/25 | Lim & Tan | Lum Chang Creations | 0.475 | 0.7 | Accumulate | PER11.7x FY26/27 |
12/02/25 | Lim & Tan | Zixin | 0.033 | 0.066 | Buy | PER10x FY26 |
The ISM PMI declined again in November 2025.
Missing parameter:
Estimated Local New Orders: New orders - New Export Orders = -2 - (+1.7) = -3.7
Estimated Local Material: Inventories - Imports = 3.1 - (+3.5) = -0.4
The estimated local new orders (-3.7) had declined significantly compared to the previous month and the increase in new export orders couldn't make up for the fall which caused the new orders to decline to 47.4 (-2). The increase in new export orders also showed that the US was using its exports to boost its economy as it couldn't rely on its local consumption anymore.
The producers increased their production (51.4, +3.2) to clear their backlog of orders (44, -3.9) despite the fall in new orders. However, the producers didn't increase their employment (44, -2) for their output hike which was a concern. Consequently, the customers' inventories increased to 44.7 (+0.8) because of the fall in new orders. All these meant that the US consumption was showing weaknesses because of prices inflation (58.5, +0.5).
As a result, the PMI declined to 48.2 (-0.5) because of its bleak economic growth.
Chinese citizens bashed PM Wong over Sino-Japan spat. - Part 6
Not only has a Taiwanese media channel chastised PM Wong, it has also reprimanded the Straits Times News for smearing Hong Kong for embarking on this anti-PM Wong's campaign.
We were cognizant of this and had been using Taiwan media for our blog posts since the beginning.
Monday, December 1, 2025
PEC - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/18/25 | Lim & Tan | PEC | 0.83 | 0.84 | Wait | $0.64+0.20 |
Parkway Life - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
12/19/24 | OCBC | Parkway Life | 3.68 | 4.49 | Buy | |
01/02/25 | UOB Kay Hian | Parkway Life | 3.75 | 5.12 | Buy | DDM |
01/09/25 | Kim Eng | Parkway Life | 3.76 | 4.1 | Buy | DDM |
02/06/25 | Lim & Tan | Parkway Life | 3.94 | 4.44 | Accumulate | |
02/07/25 | DBS Vickers | Parkway Life | 3.94 | 4.75 | Buy | DCF |
02/07/25 | OCBC | Parkway Life | 3.94 | 4.6 | Buy | |
02/17/25 | UOB Kay Hian | Parkway Life | 3.87 | 4.85 | Buy | DDM |
03/06/25 | UOB Kay Hian | Parkway Life | 3.85 | 4.85 | Buy | DDM |
04/01/25 | UOB Kay Hian | Parkway Life | 4.15 | 4.85 | Buy | DDM |
04/23/25 | Kim Eng | Parkway Life | 4.23 | 4.5 | Buy | DDM |
04/30/25 | CIMB | Parkway Life | 4.18 | 4.91 | Add | |
04/30/25 | OCBC | Parkway Life | 4.18 | 4.65 | Buy | |
05/21/25 | UOB Kay Hian | Parkway Life | 4.14 | 4.85 | Buy | DDM |
05/28/25 | Kim Eng | Parkway Life | 4.1 | 4.5 | Buy | DDM |
06/27/25 | UOB Kay Hian | Parkway Life | 4.1 | 5.33 | Buy | DDM |
08/01/25 | UOB Kay Hian | Parkway Life | 4.03 | 5.33 | Buy | DDM |
08/06/25 | Lim & Tan | Parkway Life | 4.06 | 4.85 | Accumulate on weakness | |
08/07/25 | Kim Eng | Parkway Life | 4.11 | 4.5 | Buy | DDM |
08/07/25 | CIMB | Parkway Life | 4.11 | 4.93 | Add | DDM |
08/08/25 | DBS Vickers | Parkway Life | 4.1 | 4.75 | Buy | DCF |
08/18/25 | UOB Kay Hian | Parkway Life | 4.03 | 5.34 | Buy | DDM |
09/01/25 | UOB Kay Hian | Parkway Life | 4.22 | 5.34 | Buy | DDM |
11/06/25 | CIMB | Parkway Life | 4.05 | 4.97 | Add | DDM |
11/25/25 | UOB Kay Hian | Parkway Life | 4.02 | 5.42 | Buy | DDM |
Paragon Reit - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
02/12/25 | Lim & Tan | Paragon Reit | 0.99 | 1.02 | Hold | Offer @ $0.98 |
02/12/25 | CIMB | Paragon Reit | 0.99 | 0.92 | Hold | |
02/13/25 | CIMB | Paragon Reit | 0.99 | 0.98 | Hold | Offer @ $0.98 |
03/27/25 | Lim & Tan | Paragon Reit | 0.97 | 0.98 | Accept Offer | Offer @ $0.98 |
Stock calls for 1 December 2025
Date | Analyst | Company | Last | Target | Call | Valuation |
12/01/25 | UOB Kay Hian | A-Reit | 2.81 | 4.02 | Buy | DDM |
12/01/25 | UOB Kay Hian | ART | 0.945 | 1.56 | Buy | DDM |
12/01/25 | Phillip | BRC Asia | 3.93 | 5.1 | Buy | DCF |
12/01/25 | CIMB | BRC Asia | 3.93 | 4.9 | Add | PER |
12/01/25 | DBS Vickers | Bukit Sembawang | 4.17 | 5.88 | Buy | RNAV (45% disc) |
12/01/25 | DMG & Partners | Isoteam | 0.078 | 0.078 | Neutral | |
12/01/25 | UOB Kay Hian | Keppel DC Reit | 2.31 | 2.65 | Buy | DDM |
12/01/25 | UOB Kay Hian | Keppel Reit | 1.06 | 1.2 | Buy | DDM |
12/01/25 | UOB Kay Hian | Lendlease Reit | 0.62 | 0.81 | Buy | DDM |
12/01/25 | Lim & Tan | LHN | 0.67 | 1.15 | Accumulate | |
12/01/25 | CIMB | Marco Polo | 0.117 | 0.14 | Add | PER |
12/01/25 | Lim & Tan | Marco Polo | 0.117 | 0.13 | Buy | |
12/01/25 | Phillip | Thai Beverage | 0.465 | 0.53 | Accumulate | PER12x FY26 |
12/01/25 | Amfrasers | Zixin | 0.034 | 0.048 | Outperform | DCF |
Sunday, November 30, 2025
Chinese citizens bashed PM Wong over Sino-Japan spat. - Part 5
This former Taiwanese kept reprimanding PM Wong and told him to study more. He even said that Lawrence Wong was not qualified to be a prime minister.
I've never heard such disparaging remark for a Singapore PM before and PM Wong was the first. It is also a disgrace for Singapore to be told about Japanese atrocities in Singapore by a foreigner. What does this mean? This means our government has failed to educate its citizens properly about its own history.
This is also the first time that Singapore has been humiliated on the world stage and no country has backed Singapore up, not even our ally the US and our neighbours.
This Sino-Japan spat is being handled by President Xi now and he won't go soft on Japan. We better stay out of this or else we will suffer like Japan.
Saturday, November 29, 2025
Chinese citizens bashed PM Wong over Sino-Japan spat. - Part 4
China embassy in Japan warned Singapore not to forget the Japanese atrocities by citing the devilish 731 unit in Singapore. The Taiwanese media also asked Singapore to teach its citizens about the Japanese atrocities.
Friday, November 28, 2025
Pan-United - Stock calls
Date | Analyst | Company | Last | Target | Call | Valuation |
01/14/25 | CIMB | PanUnited | 0.56 | 0.75 | Add | |
02/28/25 | phillip | PanUnited | 0.615 | 0.75 | Buy | DCF |
03/07/25 | CIMB | PanUnited | 0.625 | 0.75 | Add | |
03/14/25 | UOB Kay Hian | PanUnited | 0.62 | 0.81 | Buy | |
04/08/25 | UOB Kay Hian | PanUnited | 0.575 | 0.81 | Buy | |
04/08/25 | Lim & Tan | PanUnited | 0.575 | 0.77 | Accumulate | |
05/27/25 | CIMB | PanUnited | 0.705 | 0.823 | Add | |
07/07/25 | CIMB | PanUnited | 0.87 | 0.958 | Add | |
07/10/25 | UOB Kay Hian | PanUnited | 0.895 | 1.06 | Buy | PER14x FY25 |
08/15/25 | CIMB | PanUnited | 1.07 | 1.2 | Add | EV/Ebitda |
08/18/25 | phillip | PanUnited | 1.13 | 1.34 | Buy | DCF |
09/11/25 | UOB Kay Hian | PanUnited | 1.18 | 1.33 | Buy | PER17x FY26 |
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