The Iran war situation report. - Part 12

As stated in our last post Part 11, the US navy had retracted its promise of escort services.

Not only is the US military not providing escort services in the strait of hormuz, it is fleeing from the Gulf states.  Insofar, the US military had fled Qatar, Saudi Arabia, Bahrain and Kuwait.

The US is going to lose this Iran war, just like it lost the Korean and Vietnam wars because it is losing domestic support and losing its international allies.

Spain is the first country to downgrade the diplomatic relationship with Israel in support for Iran and Palestine because it wants to stand on the right side of history.

This Iran war is going to reset the world order and it is very difficult for the US military to get back into the Middle East after the war.  The Gulf states understand now that having the US military bases in their countries are actually a liability instead of a shield.

Like we've stated in our earlier posts, the anglo-saxons had executed this gambit very well against the Jews because Iran would decimate Israel and the Jews as we're seeing in this Iran war.  Israel is getting bombed and the Jews are getting killed on a daily basis now.  Life will never be the same for Israel now.

Lastly, Iran will continue to block the strait of hormuz and won't allow any commercial ship to pass through except for the China and Iran ships.  Iran is adamant to make the world feel the economic pain so that it can reset the western world order.

The Iran war situation report. - Part 11

Iran has started to attack Israel with its new and powerful bombs now.

As stated previously on our posts, the anglo-saxons in the US were trying to destroy Israel and the Jews through this Iran war.  Everything that the US had done was detrimental to Israel and the Jews.

The US used its tomahawk missiles to bomb the Iranian school deliberately to incite hatred towards Israel.  Scott Ritter explained the deliberate actions of the US to wipe out the girls and teachers in the video below.

Thereafter, the US bombed Iran's water desalination plants, oil depots and banks despite knowingly understood that Iran would do exactly the same things and in greater magnitude to Israel.

Last but not least, 3 nations were deceived by the US government's assurance that the US navy would provide escort services through the strait of hormuz.  However, this pseudo promise was debunked by the harsh reality.

In the end, the US retracted its escort promise after 3 commercial ships were hit by Iran.  Hahaha!

Singapore Paincare - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
06/05/25	SIAS	Singapore Paincare	0.157	0.365	Hold	Offer @ $0.16

Singapore Land - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
06/04/25	DBS Vickers	Singapore Land	2.12	2.6	Buy

Sinarmas - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/28/25	Lim & Tan	Sinarmas	0.275	0.31	Reject Offer	Cash offer $0.31

Stock calls for 11 March 2026

Date	Analyst	Company	Last	Target	Call	Valuation
03/11/26	UOB Kay Hian	Huationg Global	0.825	1.23	Buy	PER11x FY26
03/11/26	Lim & Tan	Reclaims Group	0.47	0.6	Accumulate
03/11/26	DBS Vickers	Yangzijiang Shipping	4.05	4.55	Buy	PB2.6x FY26, PER11x FY26
03/11/26	CIMB	Yangzijiang Shipping	4.05	4.95	Add	PER
03/11/26	Lim & Tan	Yangzijiang Shipping	4.05	4.44	Accumulate on weakness

The Iran war situation report. - Part 10

Iran has started to lay mines in the strait of hormuz and this will block any ship passage for many months.

The current stalemate in the strait of hormuz has already cut the oil production in the Middle East and the Iranian water mines will worsen the situation.

Israel is still getting bombed on a daily basis and Iran has taken out  Irael's  largest power plant.

Moreover, Iran has announced that it will use its bigger and more destructive missiles against Irael.  These bigger and more powerful missiles are meant to destroy infrastructures (energy) and key installations (water plants).

Therefore, it is getting highly likely that Israel will be destroyed directly by Iran and indirectly by the anglo-saxons in the US if this Iran war doesn't end soon.  The anglo-saxons have been trying to unshackle the Jew's control on the US for many years and this will be the best opportunity (Iran war) to achieve it.

Sin Heng - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
04/21/25	SIAS	Sin Heng	0.58	0	Reject Offer	DCF & PER24x

SIA Engineering - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
04/08/25	UOB Kay Hian	SIA Engineering	1.96	2.7	Buy	DCF
05/13/25	DBS Vickers	SIA Engineering	2.28	2.5	Hold
05/13/25	Lim & Tan	SIA Engineering	2.28	2.6	Accumulate
05/14/25	UOB Kay Hian	SIA Engineering	2.32	2.7	Buy	DCF
05/14/25	CIMB	SIA Engineering	2.32	2.7	Add	PER
05/15/25	DBS Vickers	SIA Engineering	2.35	2.8	Buy	DCF & PER19x FY26
05/22/25	CIMB	SIA Engineering	2.55	3.1	Add	PER
05/23/25	Amfrasers	SIA Engineering	2.57	2.83	Outperform	DCF
05/30/25	OCBC	SIA Engineering	2.72	3	Buy
06/13/25	DBS Vickers	SIA Engineering	3.07	3.5	Buy	PER21x FY26
06/16/25	OCBC	SIA Engineering	3.08	3.5	Buy
07/23/25	UOB Kay Hian	SIA Engineering	3.35	3.41	Hold	PER20.9x FY27
07/23/25	DBS Vickers	SIA Engineering	3.35	3.5	Buy	PER21x FY26
07/24/25	CIMB	SIA Engineering	3.27	3.1	Reduce
07/25/25	OCBC	SIA Engineering	3.3	3.5	Hold
09/15/25	phillip	SIA Engineering	3.13	3.83	Buy	PER
10/10/25	DBS Vickers	SIA Engineering	3.61	3.5	Under Review	PER21x FY26
10/17/25	phillip	SIA Engineering	3.43	3.83	Buy
11/05/25	DBS Vickers	SIA Engineering	3.47	3.5	Under Review	PER21x FY26
11/05/25	Lim & Tan	SIA Engineering	3.47	3.66	Accumulate on weakness
11/06/25	UOB Kay Hian	SIA Engineering	3.54	3.92	Buy	PER23.3x FY27
11/06/25	DBS Vickers	SIA Engineering	3.54	4	Buy	PER24x
11/12/25	phillip	SIA Engineering	3.71	4.14	Accumulate
11/12/25	OCBC	SIA Engineering	3.71	3.68	Hold
01/14/26	DBS Vickers	SIA Engineering	3.68	4	Buy	PER24x
02/20/26	DBS Vickers	SIA Engineering	3.57	4	Hold	DCF & PER24x
02/20/26	UOB Kay Hian	SIA Engineering	3.57	3.92	Buy	PER23.3x FY27
02/20/26	Lim & Tan	SIA Engineering	3.57	4	Hold
02/20/26	OCBC	SIA Engineering	3.57	4.05	Buy
02/20/26	CIMB	SIA Engineering	3.57	4	Add
02/25/26	phillip	SIA Engineering	3.61	4.14	Accumulate

SIA - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/19/25	Phillip	SIA	6.74	5.74	Neutral	PB1.1x FY25
04/16/25	Phillip	SIA	6.3	5.74	Neutral	PB1.1x FY25
04/17/25	UOB Kay Hian	SIA	6.35	6.22	Hold	PB1.16x FY26
04/24/25	CIMB	SIA	6.59	6	Hold
05/16/25	DBS Vickers	SIA	6.88	6.3	Hold	EV/Ebitda5x FY25/26
05/16/25	CIMB	SIA	6.88	6.88	Hold	PB
05/16/25	Kim Eng	SIA	6.88	6.85	Hold
05/19/25	UOB Kay Hian	SIA	6.9	6.63	Hold	PB1.25x FY26
05/19/25	Phillip	SIA	6.9	6.08	Reduce	PB1.1x FY25
06/12/25	DBS Vickers	SIA	7.06	6.4	Hold	EV/Ebitda5x FY26
06/12/25	Citi Research	SIA	7.06	6.15	Sell
06/16/25	Kim Eng	SIA	6.94	6.85	Hold
06/17/25	UOB Kay Hian	SIA	6.87	6.63	Hold	PB1.25x FY26
06/17/25	Lim & Tan	SIA	6.87	6.73	Hold
07/16/25	Phillip	SIA	7.36	6.08	Reduce	PB1.1x FY25
07/29/25	Kim Eng	SIA	7.6	6.75	Sell
07/29/25	CIMB	SIA	7.6	6.8	Reduce
07/29/25	DBS Vickers	SIA	7.6	6.4	Hold	EV/Ebitda5x FY26
07/29/25	Lim & Tan	SIA	7.6	6.85	Hold
07/29/25	Citi Research	SIA	7.6	6.15	Sell	PB1.15x FY26
07/30/25	UOB Kay Hian	SIA	7.04	6.03	Sell	PB1.17x FY26
07/30/25	Phillip	SIA	7.04	5.94	Reduce	PB1.1x FY25
07/31/25	DBS Vickers	SIA	6.9	6.5	Hold
08/01/25	Phillip	SIA	6.59	5.94	Reduce	PB1.1x FY25
09/15/25	Phillip	SIA	6.54	5.94	Reduce	PB1.1x FY25
09/16/25	UOB Kay Hian	SIA	6.51	6.05	Sell	PB1.17x FY26
10/17/25	UOB Kay Hian	SIA	6.53	6.03	Sell	PB1.17x FY26
10/17/25	Phillip	SIA	6.53	5.94	Reduce	PB1.1x FY25
11/03/25	DBS Vickers	SIA	6.63	6.5	Hold	EV/Ebitda5x FY26
11/14/25	CIMB	SIA	6.65	5.6	Reduce	PB
11/17/25	UOB Kay Hian	SIA	6.52	6.1	Sell	PB1.17x FY27
11/17/25	Kim Eng	SIA	6.52	6.35	Sell
11/19/25	Lim & Tan	SIA	6.48	6.22	Hold
11/24/25	Phillip	SIA	6.48	6.04	Neutral	PB1.2x FY26
11/24/25	OCBC	SIA	6.48	6.4	Hold
01/13/26	DBS Vickers	SIA	6.43	6.5	Hold	EV/Ebitda5x FY26
01/13/26	Citi Research	SIA	6.43	5.98	Sell
02/03/26	UOB Kay Hian	SIA	6.36	6.16	Hold	PB1.18x FY27
02/11/26	Citi Research	SIA	6.8	6.28	Sell	PB1.15x FY26/27
02/13/26	CIMB	SIA	6.9	7.23	Hold	PB
02/25/26	DBS Vickers	SIA	7.03	6.5	Hold	EV/Ebitda5x FY26
02/26/26	UOB Kay Hian	SIA	7.17	7.18	Hold	PB1.36x FY27
02/26/26	DBS Vickers	SIA	7.17	7.5	Hold	EV/Ebitda4.7x FY26
02/26/26	CIMB	SIA	7.17	7.44	Add	PB
02/26/26	OCBC	SIA	7.17	6.88	Hold
02/26/26	Kim Eng	SIA	7.17	7.03	Hold
03/02/26	Phillip	SIA	7.18	7	Neutral	PB1.3x
03/09/26	DBS Vickers	SIA	6.65	7.5	Hold	EV/Ebitda4.7x FY26