Stock calls for 18 August 2026

Date	Analyst	Company	Last	Target	Call	Valuation
08/18/26	Lim & Tan	China Aviation Oil	1.56	2.56	Accumulate
08/18/26	UOB Kay Hian	Comfortdelgro	1.36	1.41	Hold	PER17x FY26
08/18/26	DBS Vickers	Comfortdelgro	1.36	1.4	Hold	EV/Ebitda5.3x
08/18/26	DMG & Partners	Comfortdelgro	1.36	1.45	Buy
08/18/26	Beansprout	Daiwa House	0.43	0.5	Neutral
08/18/26	OCBC	Golden Agri	0.29	0.31	Hold
08/18/26	CIMB	ISDN	0.715	1.05	Add	PER
08/18/26	Lim & Tan	Marco Polo	0.133	0.21	Buy
08/18/26	CIMB	Soilbuild Construction	0.65	1	Add	Sum of parts
08/18/26	Amfrasers	The Assembly Place	0.23	0.348	Outperform	DCF
08/18/26	Kim Eng	UMS	2.87	3.43	Buy
08/18/26	DMG & Partners	UMS	2.87	3.37	Buy
08/18/26	Aletheia Capital	Wilmar	3.67	5	Buy

Singapore NODX continued to grow at over 20% in July 2026 since April.

Year-on-year changes:

July 2026: 24.2%

June 2026: 20.7%

May 2026: 38.4%

April 2026: 24.4%

March 2026: 15.3%

February 2026: 4%

January  2026: 9.3%

December 2025: 6.1%

November 2025: 11.5%

October 2025: 22.2%

September 2025: 6.9%

August 2025: -11.3%

July 2025: -4.6%

June 2025: 13%

May 2025: -3.5%

April 2025:12.4%

March 2025: 5.4%

February 2025: 7.6%

January 2025: -2.1%

December 2024: 9%

November 2024: 3.4%

October 2024: -4.6%

September 2024: 2.7%

August 2024: 10.7%

July 2024: 15.7%

June 2024: -8.7%

May 2024: -0.1%

April 2024: -9.6%

March 2024: -20.7%

February 2024: -0.1%

January 2024: +16.8%

Red alert: The AI bloodbath is not over yet! - Part 7

 Goldman Sachs (GS) has just picked China stocks for the next investment opportunity!

What are the promising sectors that GS is recommending?

We've also recommended 5 promising sectors that have coincided with GS's recommendations.

https://sg-stock.blogspot.com/2026/07/red-alert-ai-bloodbath-is-not-over-yet_01730508292.html

All the promising 5 sectors will boost China semiconductor market size to about US$750B by 2032.

The rallies in these promising 5 sectors have just started and we can all ride the waves now.  Cheers!

Infinity - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
04/06/26	Amfrasers	Infinity	0.4	0.62	outperform	DCF

IHH Healthcare - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
09/02/25	DBS Vickers	IHH Healthcare	2.08	2.61	Buy	Ringgit $8.60 target price, Sum of parts
11/27/25	DBS Vickers	IHH Healthcare	2.51	2.61	Buy	Ringgit $8.60 target price, Sum of parts
11/28/25	DBS Vickers	IHH Healthcare	2.6	2.88	Buy	Ringgit $9.20 target price, Sum of parts
03/03/26	DBS Vickers	IHH Healthcare	2.89	3.26	Buy	Ringgit $10.10 target price, Sum of parts
05/28/26	DBS Vickers	IHH Healthcare	2.91	3.39	Buy	Ringgit $10.50 target price, Sum of parts

Ifast Corp - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
10/27/25	DBS Vickers	Ifast Corp	9.23	10	Buy	Sum of parts & DCF
10/27/25	Lim & Tan	Ifast Corp	9.23	10	Hold
10/28/25	UOB Kay Hian	Ifast Corp	9.81	11.12	Buy	PER32x FY26
10/28/25	DBS Vickers	Ifast Corp	9.81	12	Buy	Sum of parts & DCF
10/28/25	CIMB	Ifast Corp	9.81	11.7	Add	Sum of parts
10/28/25	Aletheia Capital	Ifast Corp	9.81	11.5	Buy	Up from $10.50
10/31/25	Kim Eng	Ifast Corp	9.72	11.95	Buy	PER29.5x FY26
01/06/26	DBS Vickers	Ifast Corp	9.57	12	Buy	Sum of parts & DCF
01/15/26	Aletheia Capital	Ifast Corp	9.72	13.5	Buy
02/13/26	DBS Vickers	Ifast Corp	9.78	12	Buy	Sum of parts & DCF
02/16/26	UOB Kay Hian	Ifast Corp	9.39	11.77	Buy	PER32x FY26
02/16/26	DBS Vickers	Ifast Corp	9.39	12.15	Buy	Sum of parts
03/10/26	UOB Kay Hian	Ifast Corp	8.67	11.77	Buy	PER32x FY26
03/20/26	DBS Vickers	Ifast Corp	8.78	12.15	Buy	Sum of parts
03/30/26	DMG & Partners	Ifast Corp	9.22	12.2	Buy
04/23/26	DMG & Partners	Ifast Corp	9.6	12.2	Buy
04/24/26	DBS Vickers	Ifast Corp	9.49	12.15	Buy	Sum of parts
04/24/26	Lim & Tan	Ifast Corp	9.49	12.21	Accumulate
04/27/26	UOB Kay Hian	Ifast Corp	9	11.77	Buy	PER32x FY26
04/27/26	CIMB	Ifast Corp	9	13.45	Add
05/25/26	DBS Vickers	Ifast Corp	8.77	12.15	Buy	Sum of parts
07/13/26	Kim Eng	Ifast Corp	9.07	11.76	Buy	DCF
07/27/26	DBS Vickers	Ifast Corp	9.28	12.15	Buy	Sum of parts
07/28/26	UOB Kay Hian	Ifast Corp	9.03	12.18	Buy	PER27x FY27
07/28/26	CIMB	Ifast Corp	9.03	13	Add

Stock calls for 17 August 2026

Date	Analyst	Company	Last	Target	Call	Valuation
08/17/26	UOB Kay Hian	Bumitama	1.86	2.15	Buy	PER14x FY27
08/17/26	DBS Vickers	Bumitama	1.86	2.3	Buy	PER20.4x FY26
08/17/26	Kim Eng	Bumitama	1.86	2.06	Buy	PER
08/17/26	Phillip	Capitaland Investment	2.74	3.69	Buy	Sum of parts
08/17/26	Phillip	Centurion	1.62	1.94	Buy	Sum of parts
08/17/26	CIMB	Centurion	1.62	2.05	Add	RNAV
08/17/26	phillip	City Developments	8.12	11.32	Buy	RNAV (25% disc)
08/17/26	DBS Vickers	Comfortdelgro	1.35	1.3	Hold	EV/Ebitda5.1x
08/17/26	Kim Eng	Comfortdelgro	1.35	1.45	Hold	DCF
08/17/26	UOB Kay Hian	CSE Global	1.24	1.79	Buy	PER29x FY27
08/17/26	CIMB	CSE Global	1.24	1.95	Add	PER
08/17/26	Kim Eng	CSE Global	1.24	2.25	Buy
08/17/26	UOB Kay Hian	First Resources	3.95	4.57	Buy	PER14x FY27
08/17/26	UOB Kay Hian	Frencken	2.72	3.27	Buy	PER29x FY27
08/17/26	Phillip	Frencken	2.72	3.3	Buy	PER29x FY27
08/17/26	Phillip	HRnetGroup	0.74	0.82	Accumulate	PER (ex-cash)
08/17/26	DMG & Partners	HRnetGroup	0.74	0.86	Buy
08/17/26	Lim & Tan	Innotek	0.47	0	Hold
08/17/26	UOB Kay Hian	Nanofilm	1.05	1.68	Buy	PER37x FY27
08/17/26	DBS Vickers	Nanofilm	1.05	1.42	Buy	PER45x FY27
08/17/26	CIMB	Nanofilm	1.05	1.4	Add	PER
08/17/26	phillip	PanUnited	1.6	1.96	Buy	DCF
08/17/26	phillip	Prime US Reit	0.163	0.25	Buy	DDM
08/17/26	DBS Vickers	Prime US Reit	0.163	0.33	Buy	PB0.65x & DCF
08/17/26	phillip	Propnex	1.84	2.08	Accumulate	DCF
08/17/26	DBS Vickers	Propnex	1.84	1.95	Hold	Sum of parts, PER18x
08/17/26	CIMB	Seatrium	2.14	2.52	Add	PB
08/17/26	Citi Research	Sembcorp Industries	5.83	6.92	Buy	Sum of parts
08/17/26	OCBC	Sembcorp Industries	5.83	7.2	Buy
08/17/26	DBS Vickers	Sembcorp Industries	5.83	7.3	Buy	PER13x FY26
08/17/26	phillip	SGX	25.24	25	Neutral	PER33x FY27
08/17/26	Phillip	Singtel	4.45	5.2	Buy	Sum of parts
08/17/26	Phillip	ST Engineering	10.96	13	Buy	DCF
08/17/26	DBS Vickers	ST Engineering	10.96	12.4	Buy	PER28x FY27 & DCF
08/17/26	Phillip	Stoneweg Reit	1.58	1.89	Buy	DDM
08/17/26	CIMB	Thai Beverage	0.47	0.58	Add	PER
08/17/26	Phillip	Ultragreen	1.26	1.91	Buy	DDM
08/17/26	UOB Kay Hian	UMS	2.72	3.27	Buy	PER30x FY28
08/17/26	DBS Vickers	UMS	2.72	3.62	Buy	PER38x FY27
08/17/26	Lim & Tan	United Hampshire	0.525	0.71	Accumulate
08/17/26	DBS Vickers	Wee Hur	0.66	0.9	Buy	Sum of parts (15% disc)