The Iran war situation report. - Part 85

We dare to say that nobody will dare to oppose this US toll for Hormuz but when Iran imposes the same toll for Hormuz, some countries will demand for free international passage.

What is this phenomenon called? It is called DOUBLE STANDARD!

The Iran war situation report. - Part 84

Just as we've projected, the US has concluded its Iran's airstrikes because Trump is running out of time for his mid-term election.  Conversely, Trump knows that the only way for his Republican party to win is to make the stock market bullish and he knows how to do it as he is a stock market manipulator.

AIMS AMP Cap Ind Reit - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/05/25	Kim Eng	AIMS AMP Cap Ind Reit	1.36	1.25	Hold	DDM
08/06/25	DMG & Partners	AIMS AMP Cap Ind Reit	1.35	1.52	Buy	DDM
10/30/25	DMG & Partners	AIMS AMP Cap Ind Reit	1.39	1.52	Buy	DDM
11/06/25	DBS Vickers	AIMS AMP Cap Ind Reit	1.39	1.6	Buy
11/10/25	Kim Eng	AIMS AMP Cap Ind Reit	1.41	1.44	Buy	DDM
02/05/26	DBS Vickers	AIMS AMP Cap Ind Reit	1.49	1.6	Buy	DCF
02/05/26	Lim & Tan	AIMS AMP Cap Ind Reit	1.49	1.52	Accumulate
02/05/26	Kim Eng	AIMS AMP Cap Ind Reit	1.54	1.65	Buy	DDM
04/23/26	DMG & Partners	AIMS AMP Cap Ind Reit	1.52	1.62	Buy	DDM
05/07/26	Lim & Tan	AIMS AMP Cap Ind Reit	1.52	1.65	Accumulate on weakness
05/08/26	DBS Vickers	AIMS AMP Cap Ind Reit	1.58	1.66	Buy	DCF
05/08/26	Kim Eng	AIMS AMP Cap Ind Reit	1.58	1.68	Buy	DDM
05/12/26	DMG & Partners	AIMS AMP Cap Ind Reit	1.56	1.7	Buy	DDM
07/13/26	Lim & Tan	AIMS AMP Cap Ind Reit	1.64	1.68	Accumulate on weakness

AEM - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/05/25	UOB Kay Hian	AEM	1.62	1.09	Sell	PER15x FY25
08/14/25	DBS Vickers	AEM	1.53	2.1	Buy	PER25x FY26
08/21/25	CIMB	AEM	1.41	1.44	Hold	PER
08/29/25	UOB Kay Hian	AEM	1.52	1.25	Sell	PER19x FY26
09/19/25	DBS Vickers	AEM	1.57	2.1	Buy	PER25x FY26
09/23/25	Amfrasers	AEM	1.92	2	Buy
10/06/25	DBS Vickers	AEM	2.04	2.1	Buy	PER25x FY26
11/13/25	DBS Vickers	AEM	1.8	2.1	Buy	PER25x FY26
11/14/25	UOB Kay Hian	AEM	1.83	1.51	Sell	PER23x FY26
11/19/25	Lim & Tan	AEM	1.73	1.6	Sell
11/19/25	Kim Eng	AEM	1.73	1.49	Sell
02/10/26	DBS Vickers	AEM	1.9	2.1	Buy	PER25x FY26
02/27/26	UOB Kay Hian	AEM	2.47	2.65	Buy	PER25x FY26
02/27/26	DBS Vickers	AEM	2.47	3.3	Buy	PER30x FY26
02/27/26	CIMB	AEM	2.47	3.14	Add	PER
02/27/26	Kim Eng	AEM	2.47	2.84	Buy
03/05/26	DBS Vickers	AEM	3.05	3.3	Buy	PER30x FY26
03/20/26	DBS Vickers	AEM	3.78	4.6	Buy	PER32x FY27
03/24/26	UOB Kay Hian	AEM	3.96	4.7	Buy	PER33x FY27
04/02/26	DBS Vickers	AEM	4.32	4.6	Buy	PER32x FY27
04/27/26	CIMB	AEM	6.06	10.15	Add	PER
04/29/26	DBS Vickers	AEM	7.15	8.9	Buy	PER42x FY27
05/05/26	CIMB	AEM	7.42	10.15	Add	PER41x
05/14/26	DBS Vickers	AEM	8.35	11.8	Buy	PER42x FY27
05/14/26	Kim Eng	AEM	8.35	11.48	Buy	PER
05/15/26	UOB Kay Hian	AEM	9.91	12.99	Buy	PER40x FY27
05/15/26	CIMB	AEM	9.91	14.79	Add	PER43x FY27

Addvalue - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
02/19/26	Kim Eng	Addvalue	0.083	0.12	Buy	PER35x FY27/28
03/20/26	Kim Eng	Addvalue	0.086	0.12	Buy	PER35x FY27/28
04/27/26	Kim Eng	Addvalue	0.118	0.31	Buy	P/S
05/06/26	Kim Eng	Addvalue	0.142	0.31	Buy	P/S
05/26/26	Kim Eng	Addvalue	0.166	0.34	Buy	P/S
06/09/26	UOB Kay Hian	Addvalue	0.169	0.36	Buy
07/01/26	Kim Eng	Addvalue	0.139	0.34	Buy	P/S

Stock calls for 13 July 2026

Date	Analyst	Company	Last	Target	Call	Valuation
07/13/26	Lim & Tan	AIMS AMP Cap Ind Reit	1.64	1.68	Accumulate on weakness
07/13/26	DBS Vickers	Bumitama	1.69	2.3	Buy	PER20.4x FY26
07/13/26	DBS Vickers	Centurion	1.56	1.86	Buy	Sum of parts
07/13/26	Phillip	China Aviation Oil	1.72	2.53	Buy	PER11.2x FY26
07/13/26	DBS Vickers	First Resources	3.21	5	Buy	PER14x FY26
07/13/26	CIMB	Food Empire	2.53	3.33	Add	PER
07/13/26	Kim Eng	Ifast Corp	9.07	11.76	Buy	DCF
07/13/26	DBS Vickers	Jardine C&C	27.36	35.5	Buy	Sum of parts (5% disc)
07/13/26	DBS Vickers	Jardine Matheson	0.62	93	Buy	Sum of parts (25% disc)
07/13/26	DBS Vickers	OUE Commercial	0.36	0.45	Buy	DCF
07/13/26	DBS Vickers	Parkway Life	4.11	4.75	Buy	DCF
07/13/26	Lim & Tan	Q&M	0.555	0.7	Accumulate
07/13/26	phillip	SIA Engineering	3.35	4.06	Buy	PER25x

Baltic dry index - 2944

Related stock: Seatrium, Cosco & Pan Ocean.

US rig count (weekly) - 581

 
Related stock: Seatrium & Cosco.

IMF had revised down the world growth from 3.5% to 3%!

 The world economic growth is slowing down according to IMF.

Although the world growth is slowing down, China and Russia are still growing despite all the tribulations caused by the wars.  This shows how resilient their economies are!

Ascendas India Trust - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
09/30/25	DBS Vickers	Ascendas India Trust	1.17	1.5	Buy	DDM
11/03/25	OCBC	Ascendas India Trust	1.21	1.42	Buy	DDM
01/02/26	DBS Vickers	Ascendas India Trust	1.22	1.5	Buy	DDM
02/02/26	Lim & Tan	Ascendas India Trust	1.24	1.43	Accumulate
02/03/26	DBS Vickers	Ascendas India Trust	1.27	1.5	Buy	DDM
02/03/26	OCBC	Ascendas India Trust	1.27	1.38	Buy	DDM
02/26/26	OCBC	Ascendas India Trust	1.21	1.37	Buy	DDM
04/24/26	OCBC	Ascendas India Trust	1.05	1.3	Buy	DDM

Ascott Residence Trust (ART) - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/01/25	UOB Kay Hian	ART	0.895	1.56	Buy	DDM
08/04/25	Kim Eng	ART	0.89	1.05	Buy	DDM
08/05/25	DBS Vickers	ART	0.905	1.15	Buy	DCF
08/28/25	Lim & Tan	ART	0.875	1.08	Accumulate
09/01/25	UOB Kay Hian	ART	0.885	1.56	Buy	DDM
10/29/25	DBS Vickers	ART	0.955	1.15	Buy	DCF
10/29/25	Lim & Tan	ART	0.955	1.06	Accumulate
10/30/25	UOB Kay Hian	ART	0.96	1.56	Buy	DDM
10/30/25	Phillip	ART	0.96	1.05	Buy	DDM
12/01/25	UOB Kay Hian	ART	0.945	1.56	Buy	DDM
12/08/25	DBS Vickers	ART	0.935	1.15	Buy	DCF
01/30/26	DBS Vickers	ART	0.965	1.15	Buy	DCF
01/30/26	Lim & Tan	ART	0.965	1.11	Accumulate
01/30/26	CIMB	ART	0.965	1.18	Add
02/02/26	Phillip	ART	0.98	1.08	Accumulate	DDM
02/03/26	UOB Kay Hian	ART	0.98	1.42	Buy	DDM
02/09/26	Kim Eng	ART	0.97	1.05	Buy	DDM
02/09/26	OCBC	ART	0.97	1.01	Buy
02/09/26	CIMB	ART	0.97	1.18	Add
02/09/26	DBS Vickers	ART	0.97	1.15	Buy
04/01/26	UOB Kay Hian	ART	0.88	1.42	Buy	DDM
04/27/26	OCBC	ART	0.905	0.95	Buy
04/28/26	Phillip	ART	0.9	1.08	Buy	DDM
04/28/26	Lim & Tan	ART	0.9	1.08	Accumulate
04/28/26	CIMB	ART	0.9	1.13	Add	DDM
05/29/26	OCBC	ART	0.895	0.95	Buy
05/29/26	Lim & Tan	ART	0.895	1.08	Accumulate
07/06/26	UOB Kay Hian	ART	0.895	1.42	Buy	DDM