Genting - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/04/25	DBS Vickers	Genting	0.735	0.8	Hold	DCF & EV/Ebitda5.3x FY26
08/08/25	UOB Kay Hian	Genting	0.755	0.89	Hold	EV/Ebitda8x FY26
10/14/25	DBS Vickers	Genting	0.715	0.8	Hold	DCF & EV/Ebitda5.3x FY26
11/07/25	UOB Kay Hian	Genting	0.73	0.89	Buy	EV/Ebitda8x FY26
11/07/25	DBS Vickers	Genting	0.73	0.8	Hold	DCF & EV/Ebitda5.3x FY26
11/07/25	CIMB	Genting	0.73	0.785	Add
11/11/25	Kim Eng	Genting	0.77	1	Buy
01/05/26	UOB Kay Hian	Genting	0.725	0.89	Buy	EV/Ebitda8x FY26
01/29/26	DBS Vickers	Genting	0.73	0.8	Hold	DCF & EV/Ebitda5.3x FY26
01/29/26	CIMB	Genting	0.73	0.785	Add	EV/Ebitda
02/19/26	DBS Vickers	Genting	0.77	0.9	Buy	EV/Ebitda7.3x FY26
02/25/26	UOB Kay Hian	Genting	0.79	0.84	Hold	EV/Ebitda8x FY26
02/25/26	DBS Vickers	Genting	0.79	0.85	Buy	EV/Ebitda7.3x FY26
02/25/26	CIMB	Genting	0.79	0.76	Hold	EV/Ebitda
03/24/26	Lim & Tan	Genting	0.67	0.85	Accumulate
04/23/26	DBS Vickers	Genting	0.7	0.85	Buy	EV/Ebitda7.3x FY26
05/13/26	UOB Kay Hian	Genting	0.69	0.75	Hold	EV/Ebitda7.7x FY26
05/13/26	DBS Vickers	Genting	0.69	0.67	Hold	EV/Ebitda7.3x FY26
05/13/26	CIMB	Genting	0.69	0.67	Hold	EV/Ebitda
06/03/26	OCBC	Genting	0.6	0.77	Buy
07/23/26	DBS Vickers	Genting	0.63	0.67	Hold	EV/Ebitda7.3x FY26

Fuxing China - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
01/26/26	Phillip	Fuxing China	0.655	0.655	Unrated
06/25/26	SAC Capital	Fuxing China	0.99	1.51	Buy	PER

Frencken - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/05/25	UOB Kay Hian	Frencken	1.67	2.08	Buy	PER21x FY26
08/15/25	DBS Vickers	Frencken	1.54	2.03	Buy	PER20x FY25/26
08/20/25	Phillip	Frencken	1.45	1.76	Buy	PER18x FY25
08/26/25	DMG & Partners	Frencken	1.43	1.68	Buy	PER17x FY25
10/17/25	DBS Vickers	Frencken	1.42	2.03	Buy	PER20x FY25/26
11/17/25	DBS Vickers	Frencken	1.54	2.03	Buy	PER20x FY25/26
11/18/25	UOB Kay Hian	Frencken	1.52	1.8	Buy	PER18.8x FY26
11/18/25	DBS Vickers	Frencken	1.52	1.92	Buy	PER20x FY26
11/18/25	CIMB	Frencken	1.52	1.72	Add	PER
11/18/25	Lim & Tan	Frencken	1.52	1.83	Accumulate on weakness
11/19/25	Phillip	Frencken	1.47	1.87	Buy	PER18x FY26
01/09/26	DBS Vickers	Frencken	1.44	1.92	Buy	PER20x FY26
02/06/26	DMG & Partners	Frencken	1.66	2.03	Buy
02/09/26	Macquarie	Frencken	1.59	1.76	outperform
02/10/26	DBS Vickers	Frencken	1.78	1.92	Buy	PER20x FY26
03/02/26	DBS Vickers	Frencken	2.16	1.92	Buy	PER20x FY26
03/02/26	Kim Eng	Frencken	2.16	2.63	Buy	PER
03/03/26	UOB Kay Hian	Frencken	2.09	2.33	Buy	PER22x FY26
03/03/26	DBS Vickers	Frencken	2.09	2.5	Buy	PER26x FY26
03/05/26	CIMB	Frencken	2.01	0	Hold
03/09/26	Phillip	Frencken	2.01	2.5	Buy	PER24x FY26
03/19/26	DMG & Partners	Frencken	2.06	2.56	Buy
04/29/26	DBS Vickers	Frencken	2.72	3.22	Buy	PER30x FY26
05/07/26	Kim Eng	Frencken	2.81	3.4	Buy	PER
05/19/26	DBS Vickers	Frencken	3.04	3.22	Buy	PER30x FY26
05/19/26	Lim & Tan	Frencken	3.04	3.15	Hold
05/20/26	UOB Kay Hian	Frencken	2.81	3.3	Buy	PER29x FY27
05/20/26	DBS Vickers	Frencken	2.81	3.76	Buy	PER35x FY27
05/22/26	Phillip	Frencken	3.11	3.3	Accumulate	PER29x FY27
07/10/26	CIMB	Frencken	2.79	3.25	Add	PER
07/15/26	DMG & Partners	Frencken	2.76	3.57	Buy

Stock calls for 6 August 2026

Date	Analyst	Company	Last	Target	Call	Valuation
08/06/26	DBS Vickers	A-Reit	2.57	3.2	Buy	DCF
08/06/26	CIMB	A-Reit	2.57	3.12	Add	DDM
08/06/26	DBS Vickers	CapitaRetail China	0.67	0.75	Hold	DCF
08/06/26	DBS Vickers	Cenurion Accommodation	1.16	1.3	Buy	DCF
08/06/26	Lim & Tan	Cenurion Accommodation	1.16	1.35	Accumulate
08/06/26	DBS Vickers	Daiwa House	0.475	0.5	Hold	DCF
08/06/26	Lim & Tan	DBS	73.55	73.5	Hold
08/06/26	CIMB	Keppel Corp	11.21	13.52	Add	Sum of parts
08/06/26	Phillip	Lendlease Reit	0.6	0.77	Buy	DDM
08/06/26	DBS Vickers	Singtel	4.35	5.46	Buy	Sum of parts (10% disc)
08/06/26	Amfrasers	Toku	0.195	0.37	Outperform	DCF

The Iran war situation report. - Part 98

Why did the US stop striking Iran suddenly?

As stated repetitively on our previous posts, the US was running out of missiles and bombs and the US couldn't sustain this illegal Iran war for long.

Morever, we've also stated that the gulf states can't survive without water and energy If Iran attacks the water and energy infrastructure in the gulf states in retaliation.

In view of the devastation of any Iranian retaliation, Saudi had threatened Trump to stop his reckless Iranian attacks and Trump complied in the end.

Frasers Property - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
11/17/25	DBS Vickers	Frasers Property	1.05	1.26	Buy	RNAV (55% disc)
12/09/25	CIMB	Frasers Property	1.12	1.41	Add	RNAV (45% discount)
12/24/25	Lim & Tan	Frasers Property	1.12	1.45	Accumulate
02/27/26	DBS Vickers	Frasers Property	1.06	1.5	Buy	RNAV (45% disc)
04/08/26	DBS Vickers	Frasers Property	0.98	1.5	Buy	RNAV (45% disc)
05/11/26	CIMB	Frasers Property	1.11	1.41	Add	RNAV (45% discount)
05/18/26	DBS Vickers	Frasers Property	113	1.5	Buy	RNAV (45% disc)

Frasers Logistics - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/01/25	UOB Kay Hian	Frasers Logistics	0.88	1.23	Buy	DDM
08/01/25	DBS Vickers	Frasers Logistics	0.88	1.05	Buy	DCF
08/05/25	UOB Kay Hian	Frasers Logistics	0.87	1.15	Buy	DDM
09/01/25	UOB Kay Hian	Frasers Logistics	0.91	1.15	Buy	DDM
11/10/25	DBS Vickers	Frasers Logistics	0.95	1.05	Buy	DCF
11/10/25	CIMB	Frasers Logistics	0.95	1.1	Add	DDM
11/25/25	UOB Kay Hian	Frasers Logistics	0.95	1.22	Buy	DDM
01/02/26	UOB Kay Hian	Frasers Logistics	0.995	1.22	Buy	DDM
02/03/26	UOB Kay Hian	Frasers Logistics	1.01	1.22	Buy	DDM
02/04/26	DBS Vickers	Frasers Logistics	1.01	1.05	Buy	DCF
03/02/26	UOB Kay Hian	Frasers Logistics	0.99	1.22	Buy	DDM
04/01/26	UOB Kay Hian	Frasers Logistics	0.895	1.22	Buy	DDM
05/04/26	UOB Kay Hian	Frasers Logistics	0.96	1.22	Buy	DDM
05/05/26	DBS Vickers	Frasers Logistics	0.97	1.05	Buy	DCF
05/05/26	Lim & Tan	Frasers Logistics	0.97	1.1	Accumulate
05/06/26	UOB Kay Hian	Frasers Logistics	0.99	1.3	Buy	DDM
05/06/26	CIMB	Frasers Logistics	0.99	1.1	Add	DDM
05/28/26	UOB Kay Hian	Frasers Logistics	0.985	1.33	Buy	DDM
07/06/26	UOB Kay Hian	Frasers Logistics	0.965	1.3	Buy	DDM
07/31/26	DBS Vickers	Frasers Logistics	1	1.05	Buy	DCF
08/03/26	UOB Kay Hian	Frasers Logistics	0.99	1.33	Buy	DDM