The Iran war situation report. - Part 28

What's the probability of the Iran war ending soon?

The Iran war has a low probability of ending soon because Iran is not on talking terms with the US now.  Why?

This is because Iran doesn't see the US as a credible and trurthworthy country anymore after being betrayed and attacked twice by the US.  Remember the famous adage: Once bitten, twice shy?

Simultaneously, Israel also doesn't want the Iran war to end without accomplishing its objective of destroying the IRGC and eliminating the new supreme leader.  Please ignore Netanyahu and focus on the content instead (below).

Moreover, the Jews had realised that the anglo-saxons were trying to compel the US to abandon Israel and its people.  Therefore, Israel had warned the US not to abandon the Jews.

As stated in our previous Part 27 post, Trump and his cronies were only interested in profiteering from this Iran war.

Last but not least, Iraq had decided to join the Iran war and its participation would only prolong the war and make it unlikely for the Iran war to end soon.

Wilmar - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
04/22/25	CIMB	Wilmar	3.13	3.15	Hold
04/30/25	UOB Kay Hian	Wilmar	3.02	3.45	Buy	Sum of parts
04/30/25	DBS Vickers	Wilmar	3.02	3.8	Buy	PER12.1x FY25
05/02/25	DMG & Partners	Wilmar	3.06	3	Neutral
05/02/25	Citi Research	Wilmar	3.06	3.25	Buy	PER11x FY26
05/05/25	Kim Eng	Wilmar	3.06	4.05	Buy
05/16/25	DBS Vickers	Wilmar	3.06	3.8	Buy
06/18/25	DBS Vickers	Wilmar	3.01	3.8	Buy
06/19/25	Citi Research	Wilmar	2.93	3.25	Buy	PER11x FY26
07/09/25	DMG & Partners	Wilmar	2.94	2.8	Neutral
07/22/25	CIMB	Wilmar	3.02	2.7	Reduce
08/12/25	DBS Vickers	Wilmar	2.97	3.8	Buy	PER12.1x FY25
08/13/25	UOB Kay Hian	Wilmar	2.97	3.45	Buy	Sum of parts
08/13/25	CIMB	Wilmar	2.97	2.7	Reduce
09/02/25	DBS Vickers	Wilmar	2.96	3	Hold	PER11.7x FY26
09/26/25	Lim & Tan	Wilmar	2.89	0	Avoid
09/26/25	DMG & Partners	Wilmar	2.89	2.5	Sell	Sum of parts
09/29/25	CIMB	Wilmar	2.85	2.7	Reduce
10/09/25	CIMB	Wilmar	2.89	3.3	Add	PER
10/21/25	Lim & Tan	Wilmar	2.95	3	Avoid
10/31/25	UOB Kay Hian	Wilmar	3.12	3.5	Buy	Sum of parts
10/31/25	DBS Vickers	Wilmar	3.12	3	Hold	PER11.7x FY26
11/03/25	CIMB	Wilmar	3.13	3.6	Add
11/03/25	DMG & Partners	Wilmar	3.13	3	Neutral	Sum of parts
11/14/25	OCBC	Wilmar	3.36	3.58	Buy
11/14/25	Kim Eng	Wilmar	3.36	3.12	Hold	DCF
01/08/26	Aletheia Capital	Wilmar	3.09	2.5	Sell	Cut from $3.49
02/03/26	UOB Kay Hian	Wilmar	3.4	7.9	Buy
02/27/26	DBS Vickers	Wilmar	3.5	3	Hold	PER11.7x FY26
03/02/26	CIMB	Wilmar	3.52	3.6	Hold	PER
03/10/26	Kim Eng	Wilmar	3.53	3.85	Buy	DCF
03/10/26	DBS Vickers	Wilmar	3.9	3	Hold	PER11.7x FY26

Wee Hur - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/10/25	phillip	Wee Hur	0.43	0.62	Buy	Sum of parts
04/04/25	phillip	Wee Hur	0.46	0.62	Buy	Sum of parts
05/02/25	phillip	Wee Hur	0.525	0.62	Buy	Sum of parts
07/03/25	phillip	Wee Hur	0.475	0.55	Buy	Sum of parts
07/21/25	DBS Vickers	Wee Hur	0.585	0.8	Unrated	Sum of parts (10% disc)
08/06/25	CIMB	Wee Hur	0.695	0.91	Add
08/25/25	phillip	Wee Hur	0.715	0.9	Buy	Sum of parts
10/31/25	phillip	Wee Hur	0.725	0.9	Buy	Sum of parts
11/26/25	CIMB	Wee Hur	0.685	0.95	Add
03/04/26	CIMB	Wee Hur	0.76	0.95	Add	Sum of parts
03/16/26	phillip	Wee Hur	0.675	1.08	Buy	Sum of parts

Venture - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
04/09/25	CIMB	Venture	10.91	10.13	Hold
04/10/25	DBS Vickers	Venture	10.4	14.7	Buy	PER17x FY25
04/16/25	DMG & Partners	Venture	10.84	12.5	Buy
04/22/25	UOB Kay Hian	Venture	10.88	13.35	Hold	PER15.5x FY25
05/06/25	Citi Research	Venture	11	11.8	Neutral
05/15/25	UOB Kay Hian	Venture	11.27	12.01	Hold	PER15.3x FY25
05/15/25	Phillip	Venture	11.27	10.4	Neutral	PER13x FY25
05/15/25	DBS Vickers	Venture	11.27	11.8	Hold	PER15x FY25
05/15/25	Kim Eng	Venture	11.27	9.4	Hold
05/20/25	Lim & Tan	Venture	11.33	11.88	Accumulate on weakness
05/20/25	CIMB	Venture	11.33	10.97	Hold	PER13.1x FY26
06/13/25	DMG & Partners	Venture	11.45	12.61	Buy	PER15x FY26
07/28/25	CIMB	Venture	12.48	12.14	Hold
08/05/25	UOB Kay Hian	Venture	12.7	12.01	Hold	PER15.3x FY25
08/07/25	UOB Kay Hian	Venture	12.72	14.35	Buy	PER17.7x FY26
08/07/25	Phillip	Venture	12.72	11.3	Neutral	PER14x FY25
08/07/25	DBS Vickers	Venture	12.72	13.6	Hold	PER16x FY25/26
08/07/25	CIMB	Venture	12.72	13.45	Add	PER
08/07/25	Citi Research	Venture	12.72	11.8	Neutral	DCF
08/26/25	DMG & Partners	Venture	13.51	15	Buy	PER18x FY25/26
11/14/25	UOB Kay Hian	Venture	15.06	17.43	Buy	PER21.5x FY26
11/14/25	DBS Vickers	Venture	15.06	15.3	Hold	PER18x FY26
11/14/25	CIMB	Venture	15.06	14.75	Hold
11/14/25	Phillip	Venture	15.06	11.8	Hold
11/17/25	Phillip	Venture	14.56	13	Neutral	PER15x
11/26/25	DMG & Partners	Venture	14.99	16.66	Buy
02/27/26	DBS Vickers	Venture	16.9	17.9	Buy	PER21x FY26
02/27/26	Kim Eng	Venture	16.9	18.1	Buy	PER
03/02/26	Phillip	Venture	15.63	16.8	Accumulate	PER19x
03/12/26	DBS Vickers	Venture	15.66	17.9	Buy	PER21x FY26

Stock calls for 25 March 2026

Date	Analyst	Company	Last	Target	Call	Valuation
03/25/26	OCBC	CapitaRetail China	0.635	0.655	Hold
03/25/26	DBS Vickers	First Resources	2.72	3	Buy	PER10x FY26
03/25/26	Lim & Tan	OUE Commercial	0.35	0.43	Accumulate
03/25/26	phillip	Q&M	0.53	0.71	Buy	PER25x FY26
03/25/26	DMG & Partners	ST Engineering	11.22	12.3	Buy

The Iran war situation report. - Part 27

Trump is trying to manipulate the stock market again.  The US can't end this war just like that because Iran wants to have its revenge for the illegal war and the death of its supreme leader.

Just look at Iran's demands below.  The US also can't accept Iran's demands, just like Iran can't accept the US demands.

It was reported that there were $650m short-sell contracts on oil futures just minutes before Trump made his TACO announcement.  Thus, Trump and his cronies had made a tonne of money out from that oil trade.  He is trying to repeat his manoeuvre with this war ending plan which is not feasible at all.  However, the only true fact that remains is he is trying to exit the Iran war and leave Israel to fight Iran alone because the anglo-saxons in the US are pressuring Trump and his caucus to do so.

The Iran war situation report. - Part 26

The US knows it is losing the Iran war and wants a ceasefire but the table has turned because the Iranians don't want this war to end until they have avenged their injustice.  The Iranians are protesting against the US and Israel and showing their support for IRGC.

Furthermore, there are more Islamic countries expressing their support for Iran now.

Valuetronics - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
04/22/25	UOB Kay Hian	Valuetronics	0.615	0.78	Buy	PER10.8x FY25
05/27/25	UOB Kay Hian	Valuetronics	0.68	0.78	Buy	PER10.8x FY25
05/29/25	Lim & Tan	Valuetronics	0.695	0.78	Accumulate on weakness
05/30/25	UOB Kay Hian	Valuetronics	0.685	0.83	Buy	PER11x FY26
06/09/25	phillip	Valuetronics	0.7	0.785	Accumulate	PER11x
07/02/25	UOB Kay Hian	Valuetronics	0.735	0.83	Buy	PER11x FY26
07/02/25	DBS Vickers	Valuetronics	0.735	0.95	Not Rated	PER13x FY27
07/09/25	Lim & Tan	Valuetronics	0.74	0.81	Accumulate on weakness
08/05/25	UOB Kay Hian	Valuetronics	0.79	0.83	Buy	PER11x FY26
11/14/25	UOB Kay Hian	Valuetronics	0.88	1.03	Buy	PER13x FY27
11/17/25	phillip	Valuetronics	0.87	0.96	Buy	PER13x FY26
12/11/25	UOB Kay Hian	Valuetronics	0.865	1.03	Buy	PER13x FY27
01/05/26	UOB Kay Hian	Valuetronics	0.86	1.03	Buy	PER13x FY27
02/02/26	UOB Kay Hian	Valuetronics	0.875	1.03	Buy	PER13x FY27
03/10/26	UOB Kay Hian	Valuetronics	0.855	1.03	Buy	PER13x FY27