The Iran war situation report. - Part 58

Despite the current ceasefire status, the Iran war looks like it is resuming with small battles going on.

Iran had shot down another MQ-9A reaper.

There were also some military strikes conducted by both sides (Iran and US).

The US has been saying that a peace deal between the US and iran is nearing to a close.  What's the veracity?

Well, we can only believe in what the US is doing and not what the US is saying.

Judging from the above situations, we don't see any peace deal coming soon.

The US consumer inflation expectation is at a one year high.

The US consumer inflation expectation (1-year) had spiked to 3.6% which was a one year high and the culprit was the illegal Iran war started by the US.

Innotek - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/03/25	Lim & Tan	Innotek	0.43	0	Accumulate
04/15/25	Lim & Tan	Innotek	0.36	0	Accumulate
08/14/25	Lim & Tan	Innotek	0.395	0	Hold
10/13/25	Lim & Tan	Innotek	0.55	0	Accumulate on weakness
11/20/25	Lim & Tan	Innotek	0.72	0	Accumulate
12/09/25	Lim & Tan	Innotek	0.655	0	Accumulate
01/27/26	Lim & Tan	Innotek	0.92	1	Hold
03/09/26	DBS Vickers	Innotek	0.67	0.88	Unrated	PER21x FY27
03/17/26	Lim & Tan	Innotek	0.625	0	Technical Buy

Info-Tech System - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/12/25	CIMB	Info-Tech System	0.83	1.1	Add	PER
08/29/25	OCBC	Info-Tech System	0.86	1	Buy
08/29/25	Aletheia Capital	Info-Tech System	0.86	1.17	Buy	DCF
01/22/26	CIMB	Info-Tech System	0.86	1.1	Add	PER
02/13/26	DBS Vickers	Info-Tech System	0.955	1.2	Buy	PER20x FY26
02/26/26	CIMB	Info-Tech System	1.05	1.35	Add	PER
03/03/26	OCBC	Info-Tech System	1.08	1.3	Buy
04/09/26	Lim & Tan	Info-Tech System	1.04	1.35	Accumulate
04/17/26	Amfrasers	Info-Tech System	1	1.4	Buy	PER15.5x FY27
04/23/26	DMG & Partners	Info-Tech System	1.09	1.4	Buy

Infinity - Stock calls

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

Stock calls for 8 May 2026

Date	Analyst	Company	Last	Target	Call	Valuation
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
05/08/26	UOB Kay Hian	Aoxin Q&M	0.26	0.36	Buy	PER
05/08/26	UOB Kay Hian	Beng Kuang Marine	0.57	0.75	Buy	PER14x FY27
05/08/26	Lim & Tan	Beng Kuang Marine	0.57	0.69	Buy	PER13x FY27
05/08/26	DBS Vickers	OCBC	21.88	25.5	Buy	GGM, PB1.7x FY27
05/08/26	Lim & Tan	OCBC	21.88	22.86	Accumulate on weakness
05/08/26	Kim Eng	Starhub	1.01	1	Hold
05/08/26	phillip	UOB	36.7	37	Neutral	GGM, PB1.26x FY26
05/08/26	OCBC	UOB	36.7	41	Buy
05/08/26	Phillip	Venture	18.65	22.1	Buy	PER25x FY26

IHH Healthcare - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/21/25	DBS Vickers	IHH Healthcare	2.04	2.48	Buy	Ringgit $8.20 target price, Sum of parts
06/02/25	DBS Vickers	IHH Healthcare	2.1	2.48	Buy	Ringgit $8.20 target price, Sum of parts
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

Ifast Corp - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/12/25	DBS Vickers	Ifast Corp	7.75	10.88	Buy	DCF
04/10/25	DBS Vickers	Ifast Corp	6.2	10.88	Buy	DCF
04/28/25	Lim & Tan	Ifast Corp	7.19	9.42	Hold
04/29/25	UOB Kay Hian	Ifast Corp	6.35	7.28	Buy	PER25x FY25
04/29/25	DBS Vickers	Ifast Corp	6.35	9.22	Buy	DCF
05/05/25	Lim & Tan	Ifast Corp	6.3	7	Hold
06/30/25	UOB Kay Hian	Ifast Corp	6.6	7.28	Buy	PER25x FY25
07/28/25	DBS Vickers	Ifast Corp	7.42	9.22	Buy	Sum of parts & DCF
07/29/25	UOB Kay Hian	Ifast Corp	8.17	9.92	Buy	PER29x FY26
07/29/25	DBS Vickers	Ifast Corp	8.17	10	Buy	Sum of parts & DCF
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

Hyphens Pharma - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/10/25	Phillip	Hyphens Pharma	0.28	0.35	Buy	DCF
03/12/25	SAC Capital	Hyphens Pharma	0.28	0.46	Buy
07/18/25	Lim & Tan	Hyphens Pharma	0.33	0.35	Accumulate on weakness
08/21/25	CIMB	Hyphens Pharma	0.29	0.43	Add	DCF
08/25/25	Phillip	Hyphens Pharma	0.315	0.4	Buy	DCF
03/05/26	Phillip	Hyphens Pharma	0.315	0.4	Buy	DCF

Stock calls for 7 May 2026

Date	Analyst	Company	Last	Target	Call	Valuation
05/07/26	Lim & Tan	AIMS AMP Cap Ind Reit	1.52	1.65	Accumulate on weakness
05/07/26	UOB Kay Hian	ASL Marine	0.375	0.43	Buy	PER12x FY27
05/07/26	CIMB	Cenurion Accommodation	1.12	1.39	Add	DDM
05/07/26	Kim Eng	Frencken	2.81	3.4	Buy	PER
05/07/26	DBS Vickers	Kimly	0.395	0.52	Buy	DCF & PER18x
05/07/26	DMG & Partners	Manulife US Reit	0.057	0.06	Neutral	DDM
05/07/26	UOB Kay Hian	Marco Polo	0.16	0.19	Buy	PER20.5x FY26
05/07/26	UOB Kay Hian	Seatrium	2.37	3.15	Buy
05/07/26	Amfrasers	Toku	0.25	0.39	Outperform	DCF
05/07/26	Lim & Tan	UOB	36.65	39	Accumulate
05/07/26	UOB Kay Hian	Yangzijiang Shipping	4.14	4.75	Buy	PER10x FY26

The Iran war situation report. - Part 57

The US had backed down by suspending its Project Freedom operation because some of its combat ships were hit by Iran while trying to execute the escort operation.

The US has lost the Iran war already, just like it lost the North Korea and Vietnam wars.

It is pretty clear now that the US is unable to control the strait of Hormuz or unblock it.  Thus, the US is trying very hard to negotiate with Iran over a peace deal now as it doesn't want to exit the war like a beaten dog with its tail between its legs.

In the end, Iran has once again debunked the myth that a mid-size country can't defeat the US.  It looks like the US has to accede to several Iran's demands to end the war or else the peace deal can't be achieved.  Let's watch how this will unfold.  Last but not least, the balance of power in the middle east will shift towards Iran after the war.