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Friday, April 24, 2026

The Iran war situation report. - Part 54

The US is going to atttack Iran soon, possibly this weekend!  China embassy has issued an immediate evacuation alert to its nationals in Iran.

Let's watch how this will unfold.

Thursday, April 23, 2026

The Iran war situation report. - Part 53

The Iran war must go on!  The quick end of the Iran war is being dismissed by  Trump now.


What's gonna happen next?

The US blockage will continue as shown below.


Then, the EU commerical flights will be affected because the EU is running out of jet fuels in 6 weeks.

Those investors who bought into Trump's lie of a quick end for the Iran war are trapped indefinitely  now as there is no time frame as stated by Trump.  The same group of investors must also brace themselves for an impending US military strikes too.

Food Empire - Stock calls


Date

Analyst

Company

Last

Target

Call

Valuation

03/17/25

Amfrasers

Food Empire

1.27

1.4

outperform

DCF

04/25/25

DMG & Partners

Food Empire

1.48

1.67

Buy


05/14/25

UOB Kay Hian

Food Empire

1.53

1.98

Buy

PER15x FY25

05/14/25

CIMB

Food Empire

1.53

1.95

Add

PER

05/23/25

Amfrasers

Food Empire

1.76

1.95

outperform

DCF

06/09/25

UOB Kay Hian

Food Empire

1.88

1.98

Buy

PER15x FY25

06/27/25

CIMB

Food Empire

1.78

2.28

Add


07/01/25

Lim & Tan

Food Empire

1.84

1.98

Accumulate on weakness


07/09/25

CIMB

Food Empire

1.86

2.28

Add


07/17/25

UOB Kay Hian

Food Empire

2.01

2.4

Buy

PER17x FY26

07/18/25

CIMB

Food Empire

2.12

2.73

Add


07/22/25

Kim Eng

Food Empire

2.24

2.62

Buy


08/15/25

UOB Kay Hian

Food Empire

2.3

2.73

Buy

PER17x FY26

08/15/25

CIMB

Food Empire

2.3

2.94

Add


08/28/25

DBS Vickers

Food Empire

2.37

2.68

Unrated

Sum of parts

09/10/25

DMG & Partners

Food Empire

2.38

2.72

Buy


09/16/25

Kim Eng

Food Empire

2.62

2.92

Buy


09/17/25

UOB Kay Hian

Food Empire

2.59

3

Buy

PER18.7x FY26

09/19/25

CIMB

Food Empire

2.66

3.09

Add


09/25/25

Lim & Tan

Food Empire

2.65

2.99

Buy


09/25/25

DMG & Partners

Food Empire

2.65

2.95

Buy


10/14/25

UOB Kay Hian

Food Empire

2.3

3

Buy

PER18.7x FY26

11/06/25

Amfrasers

Food Empire

2.29

2.69

outperform

DCF

11/06/25

uSMART

Food Empire

2.29

2.97

Buy


11/13/25

UOB Kay Hian

Food Empire

2.35

3

Buy

PER19x FY26

11/13/25

Lim & Tan

Food Empire

2.35

2.99

Buy


11/17/25

CIMB

Food Empire

2.56

3.18

Add


01/05/26

UOB Kay Hian

Food Empire

2.45

3

Buy

PER19x FY26

02/02/26

UOB Kay Hian

Food Empire

2.7

3

Buy

PER19x FY26

02/03/26

DBS Vickers

Food Empire

2.7

3.4

Buy

Sum of parts

02/20/26

CIMB

Food Empire

3.02

4

Add


02/26/26

UOB Kay Hian

Food Empire

3.27

4.21

Buy

PER25x FY26

03/02/26

DBS Vickers

Food Empire

3.25

3.65

Buy

Sum of parts

03/09/26

Amfrasers

Food Empire

3.08

3.7

outperform

DCF

03/10/26

UOB Kay Hian

Food Empire

2.93

4.21

Buy

PER25x FY26



First Resources - Stock calls


Date

Analyst

Company

Last

Target

Call

Valuation

03/03/25

Kim Eng

First Resources

1.46

1.69

Buy


03/04/25

UOB Kay Hian

First Resources

1.59

1.75

Buy

PER8x FY25

03/19/25

DBS Vickers

First Resources

1.66

2

Buy


03/19/25

Kim Eng

First Resources

1.66

1.69

Hold


03/19/25

DMG & Partners

First Resources

1.66

1.85

Buy


05/16/25

Kim Eng

First Resources

1.48

1.57

Buy

PER

06/30/25

UOB Kay Hian

First Resources

1.49

1.65

Buy


07/09/25

DMG & Partners

First Resources

1.48

1.7

Buy


08/12/25

DBS Vickers

First Resources

1.57

2

Buy

DCF

08/15/25

Kim Eng

First Resources

1.68

1.9

Buy


08/25/25

UOB Kay Hian

First Resources

1.76

1.85

Buy


08/26/25

DMG & Partners

First Resources

1.79

2.1

Buy

PER10x FY26

10/15/25

UOB Kay Hian

First Resources

1.7

1.97

Buy

PER8.5x FY26

10/15/25

DBS Vickers

First Resources

1.7

2.1

Buy

DCF

11/17/25

UOB Kay Hian

First Resources

2.05

2.3

Buy

PER10x FY26

01/05/26

UOB Kay Hian

First Resources

2.08

2.3

Buy

PER10x FY26

01/16/26

UOB Kay Hian

First Resources

1.97

2.5

Buy

PER10x FY26

03/02/26

UOB Kay Hian

First Resources

2.37

2.53

Buy

PER10x FY26

03/02/26

Kim Eng

First Resources

2.37

2.63

Buy

PER

03/02/26

DMG & Partners

First Resources

2.37

2.8

Buy


03/25/26

DBS Vickers

First Resources

2.72

3

Buy

PER10x FY26



First Reit - Stock calls


Date

Analyst

Company

Last

Target

Call

Valuation

05/02/25

phillip

First Reit

0.26

0.32

Buy

DDM

05/02/25

OCBC

First Reit

0.26

0.27

Buy


06/23/25

phillip

First Reit

0.26

0.32

Buy

DDM

07/31/25

Lim & Tan

First Reit

0.27

0.3

Hold


07/31/25

OCBC

First Reit

0.27

0.27

Hold


08/01/25

phillip

First Reit

0.275

0.31

Buy

DDM

09/22/25

phillip

First Reit

0.285

0.31

Buy

DDM

10/22/25

Lim & Tan

First Reit

0.28

0.31

Hold


10/23/25

phillip

First Reit

0.28

0.31

Buy

DDM

11/05/25

phillip

First Reit

0.28

0.31

Buy

DDM

11/05/25

OCBC

First Reit

0.28

0.265

Hold


02/06/26

Lim & Tan

First Reit

0.275

0.31

Accumulate on weakness


02/09/26

phillip

First Reit

0.27

0.29

Accumulate

DDM

04/02/26

Lim & Tan

First Reit

0.245

0.27

Accumulate on weakness


04/02/26

OCBC

First Reit

0.245

0.245

Hold


04/06/26

phillip

First Reit

0.245

0.25

Accumulate

PB1x FY26



Stock calls for 23 April 2026


Date

Analyst

Company

Last

Target

Call

Valuation

04/23/26

DMG & Partners

A-Reit

2.57

3

Buy

DDM

04/23/26

DMG & Partners

AIMS AMP Cap Ind Reit

1.52

1.62

Buy

DDM

04/23/26

DMG & Partners

APAC Realty

0.61

0.7

Neutral


04/23/26

DMG & Partners

Bumitama

1.94

1.44

Neutral


04/23/26

DMG & Partners

Centurion

1.68

1.87

Buy

Sum of parts

04/23/26

DMG & Partners

City Developments

8.77

11.2

Buy


04/23/26

DMG & Partners

Coliwoo

0.49

0.85

Buy


04/23/26

DMG & Partners

CSE Global

1.36

1.48

Buy


04/23/26

DMG & Partners

Dairy Farm

4.35

4.74

Buy


04/23/26

DMG & Partners

Delfi

1.14

1.33

Buy


04/23/26

UOB Kay Hian

Digicore Reit

0.515

0.93

Buy

DDM

04/23/26

DBS Vickers

Digicore Reit

0.515

0.7

Buy

DCF

04/23/26

DMG & Partners

Elite ComReit

0.345

0.41

Buy


04/23/26

DBS Vickers

Genting

0.7

0.85

Buy

EV/Ebitda7.3x FY26

04/23/26

DMG & Partners

Golden Agri

0.305

0.3

Neutral


04/23/26

DMG & Partners

Ifast Corp

9.6

12.2

Buy


04/23/26

DMG & Partners

Info-Tech System

1.09

1.4

Buy


04/23/26

DMG & Partners

Keppel Reit

0.895

0.99

Neutral


04/23/26

DMG & Partners

Lum Chang Creations

0.99

1.13

Buy

PER15x FY26/27

04/23/26

DMG & Partners

Marco Polo

0.161

0.18

Buy

DCF & PER15x FY26

04/23/26

DMG & Partners

Nam Cheong

1.58

2.05

Buy


04/23/26

DBS Vickers

Nanofilm

1.02

1.65

Buy

PER30x FY26/27

04/23/26

CIMB

Nanofilm

1.02

1.4

Add

PER

04/23/26

phillip

OUE Commercial

0.365

0.45

Buy

DDM

04/23/26

CIMB

OUE Commercial

0.365

0.44

Add

DDM

04/23/26

Lim & Tan

OUE Commercial

0.365

0.44

Accumulate


04/23/26

DMG & Partners

Prime US Reit

0.18

0.28

Buy

DDM

04/23/26

DMG & Partners

Raffles Medical

1.02

1.3

Buy


04/23/26

DMG & Partners

Riverstone

0.765

0.87

Neutral


04/23/26

DMG & Partners

SGX

21.7

20.3

Neutral


04/23/26

DMG & Partners

Singtel

4.78

5.5

Buy


04/23/26

DMG & Partners

ST Engineering

11.25

12.3

Buy


04/23/26

DMG & Partners

Starhub

1.05

1

Sell

DCF

04/23/26

DMG & Partners

Stoneweg Reit

1.51

1.95

Buy


04/23/26

DMG & Partners

Suntec Reit

1.5

1.67

Buy


04/23/26

UOB Kay Hian

UI Boustead

0.82

1.16

Buy

DDM

04/23/26

DMG & Partners

UOB

37.02

39.5

Buy


04/23/26

DMG & Partners

Venture

16.56

17.42

Buy