SATS - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/19/25	phillip	SATS	3.07	4.34	Buy	DCF
03/19/25	OCBC	SATS	3.07	3.93	Buy
03/21/25	DBS Vickers	SATS	3.04	4	Buy	EV/Ebitda8.3x FY25/26
04/09/25	UOB Kay Hian	SATS	2.65	2.89	Hold	PER16.8x FY27
04/10/25	DBS Vickers	SATS	2.46	4	Buy	EV/Ebitda8.3x FY25/26
04/10/25	CIMB	SATS	2.46	3.05	Add	DCF
04/16/25	phillip	SATS	2.67	4.34	Buy	DCF
04/16/25	Lim & Tan	SATS	2.67	3.85	Accumulate
05/19/25	phillip	SATS	2.99	4.34	Buy	DCF
05/26/25	UOB Kay Hian	SATS	2.98	3.22	Buy	PER16.8x FY27
05/26/25	phillip	SATS	2.98	3.58	Buy	DCF
05/26/25	DBS Vickers	SATS	2.98	3.5	Buy
07/16/25	phillip	SATS	3.24	3.58	Buy	DCF
07/17/25	CIMB	SATS	3.25	3.6	Add	DCF
08/18/25	phillip	SATS	3.27	3.58	Buy	DCF
08/21/25	DBS Vickers	SATS	3.18	3.5	Buy	DCF & PER19x FY26
08/21/25	Lim & Tan	SATS	3.18	3.74	Accumulate
08/22/25	UOB Kay Hian	SATS	3.26	3.52	Buy	PER18.4x FY27
08/22/25	phillip	SATS	3.26	3.66	Accumulate	DCF
08/25/25	DBS Vickers	SATS	3.26	3.8	Buy
08/25/25	CIMB	SATS	3.26	3.83	Add	DCF
09/17/25	phillip	SATS	3.29	3.58	Buy	DCF
09/25/25	CIMB	SATS	3.39	3.83	Add	DCF
11/14/25	DBS Vickers	SATS	3.55	3.8	Buy	PER18x & DCF
11/17/25	UOB Kay Hian	SATS	3.47	4.2	Buy	PER19.7x FY27
11/18/25	DBS Vickers	SATS	3.48	4	Buy	PER19x & DCF
12/19/25	phillip	SATS	3.75	3.84	Neutral	DCF
01/13/26	DBS Vickers	SATS	3.8	4.4	Buy	PER20x FY26 & DCF
02/02/26	UOB Kay Hian	SATS	3.79	4.2	Buy	PER19.7x FY27
03/02/26	UOB Kay Hian	SATS	3.92	4.75	Buy	PER19.7x FY28
03/02/26	DBS Vickers	SATS	3.92	4.5	Buy	DCF & PER20x
03/04/26	phillip	SATS	3.69	4.44	Buy	DCF
03/16/26	Kim Eng	SATS	3.61	4.52	Buy	DCF
04/02/26	UBS	SATS	3.6	4.35	Buy
04/30/26	DBS Vickers	SATS	3.31	4.2	Buy	DCF & PER19x
05/26/26	DBS Vickers	SATS	3.37	4.2	Buy	DCF & PER19x
05/28/26	UOB Kay Hian	SATS	3.56	4.75	Buy	PER19.7x FY28
05/28/26	phillip	SATS	3.56	4.52	Buy	DCF
06/03/26	Lim & Tan	SATS	3.95	4.42	Accumulate on weakness
06/05/26	UBS	SATS	3.99	4.1	Buy

Stock calls for 11 June 2026

Date	Analyst	Company	Last	Target	Call	Valuation
06/11/26	Lim & Tan	Capitaland Integrated Commercial Trust	2.33	2.7	Accumulate on weakness
06/11/26	DBS Vickers	Centurion	1.41	1.86	Buy	Sum of parts
06/11/26	UOB Kay Hian	SGX	21.7	21.7	Hold	PER27.1x FY28
06/11/26	Lim & Tan	SGX	21.7	21.7	Hold
06/11/26	Kim Eng	Sing Investments & Finance	1.53	2.11	Buy	PB

The US inflation (CPI) has spiked again!

The US CPI has crossed 4% (4.2%)!

The Iran war will cause the US inflation to stay high for this year and the US Fed won't ease its rates in 2026.  There is a high chance that the US Fed will increase its rates at least once for 2026 to contain the skyrocketing inflation and this is bad news for the US economy and stock markets.

Sasseur - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/24/25	Amfrasers	Sasseur	0.665	0.9	Outperform	DDM
05/16/25	phillip	Sasseur	0.63	0.78	Buy	DDM
05/30/25	UOB Kay Hian	Sasseur	0.63	0.98	Buy
08/15/25	phillip	Sasseur	0.7	0.78	Buy	DDM
11/17/25	CIMB	Sasseur	0.675	0.9	Add	DDM
11/28/25	Amfrasers	Sasseur	0.68	0.87	Outperform	DDM
03/06/26	Amfrasers	Sasseur	0.68	0.87	Outperform	DDM

Sanli Environment - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
07/11/25	SAC Capital	Sanli Env	0.157	0.228	Buy
08/18/25	Kim Eng	Sanli Env	0.21	0.38	Buy	PER15x FY26/27
09/04/25	CIMB	Sanli Env	0.275	0.51	Add	PER
09/30/25	Kim Eng	Sanli Env	0.265	0.38	Buy	PER15x FY26/27
10/21/25	Kim Eng	Sanli Env	0.285	0.38	Buy	PER15x FY26/27
10/22/25	Lim & Tan	Sanli Env	0.31	0.44	Buy
10/23/25	Kim Eng	Sanli Env	0.311	0.5	Buy
11/11/25	Kim Eng	Sanli Env	0.34	0.53	Buy	PER
11/17/25	Kim Eng	Sanli Env	0.315	0.5	Buy	PER
11/25/25	CIMB	Sanli Env	0.29	0.47	Add	PER
01/23/26	Kim Eng	Sanli Env	0.32	0.45	Buy	PER
04/24/26	CIMB	Sanli Env	0.205	0.33	Add	PER
04/27/26	Kim Eng	Sanli Env	0.196	0.31	Buy	PER
06/08/26	CIMB	Sanli Env	0.176	0.22	Add	PER
06/08/26	Kim Eng	Sanli Env	0.176	0.26	Buy

Samudera - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/03/26	Lim & Tan	Samudera	1.06	0	Hold

Stock calls for 10 June 2026

Date	Analyst	Company	Last	Target	Call	Valuation
06/10/26	UOB Kay Hian	DBS	63.76	65.2	Buy	GGM, PB2.62x FY26
06/10/26	JPM	DBS	63.76	63	Neutral
06/10/26	Lim & Tan	Manulife US Reit	0.053	0.0615	Hold
06/10/26	Lim & Tan	PanUnited	1.47	1.6	Hold
06/10/26	DMG & Partners	Thai Beverage	0.44	0.56	Buy
06/10/26	UOB Kay Hian	Wee Hur	0.64	0.9	Buy	Sum of parts

The Iran war situation report. - Part 71

The Iran war has resumed!

The US had begun its airstrikes against Iran.

Iran had retaliated against the US airstrikes by attacking US bases in the Gulf.

Like what we've projected earlier, this Iran war won't end so soon until the US gave in to Iran's demands because Iran won't relent since it was not losing.  The cold hard fact is Iran is having the upper hand in this war and the US is at the losing end.  The longer this war drags on, the worse it is for the US because anti-Iran war sentiment is rising in the US now.

Sabana - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/13/25	Lim & Tan	Sabana	0.365	0	Hold

Riverstone - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
05/08/25	DMG & Partners	Riverstone	0.935	1.08	Buy
05/09/25	UOB Kay Hian	Riverstone	0.855	0.82	Hold	PER18x FY25
05/13/25	DMG & Partners	Riverstone	0.765	0.95	Buy	DCF
06/19/25	UOB Kay Hian	Riverstone	0.675	0.71	Hold	PER16x FY25
07/01/25	DMG & Partners	Riverstone	0.67	0.95	Buy	DCF
10/08/25	UOB Kay Hian	Riverstone	0.755	0.98	Buy	PER20x FY26
10/14/25	CIMB	Riverstone	0.82	0.91	Add	PER
11/12/25	UOB Kay Hian	Riverstone	0.81	1.05	Buy	PER22x FY26
11/12/25	CIMB	Riverstone	0.81	0.91	Add	PER
01/16/26	UOB Kay Hian	Riverstone	0.9	1.05	Buy	PER22x FY26
03/03/26	CIMB	Riverstone	0.765	0.78	Add
03/03/26	UOB Kay Hian	Riverstone	0.765	0.77	Hold	PER20x FY26
04/23/26	DMG & Partners	Riverstone	0.765	0.87	Neutral
05/12/26	UOB Kay Hian	Riverstone	0.82	1.1	Buy	PER25x FY27
05/12/26	CIMB	Riverstone	0.82	1	Add	PER
06/03/26	UOB Kay Hian	Riverstone	0.88	1.1	Buy	PER25x FY27